{"unit_id": "orig:1979162169179591018", "ticker_idx": 0, "ts": "2025-10-17T12:26:46+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Trust me we're going to $50", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish FLNC with $50 price target.", "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": "Feels so good seeing the onslaught of $FLNC bulls on X knowing that @hiteshkar, @Nietschecapital, and I started the movement. Trust me we're going to $50. https://t.co/uR6H0NjjK5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06848562665845659, "ret_signed_m1d": 0.06848562665845659, "alpha_spy_m1d": 0.07412979436880429, "alpha_c_m1d": 0.07412979436880429, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.005644167710347703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0068212821170954285, "ret_signed_p1d": 0.0068212821170954285, "alpha_spy_p1d": -0.003579218145827845, "alpha_c_p1d": -0.003579218145827845, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": 0.06521144038591209, "ret_signed_p1w": 0.06521144038591209, "alpha_spy_p1w": 0.04585533716064827, "alpha_c_p1w": 0.04585533716064827, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.05975449795983967, "ret_signed_p1m": -0.05975449795983967, "alpha_spy_p1m": -0.061680965942243704, "alpha_c_p1m": -0.061680965942243704, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": 0.0019264679824040343, "ret_p3m": 0.23601629880080077, "ret_signed_p3m": 0.23601629880080077, "alpha_spy_p3m": 0.19385751348897529, "alpha_c_p3m": 0.19385751348897529, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.042158785311825486, "ret_p6m": -0.2551160136300741, "ret_signed_p6m": -0.2551160136300741, "alpha_spy_p6m": -0.293672605780648, "alpha_c_p6m": -0.293672605780648, "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": -0.05975449795983967, "alpha_spy_stated": -0.061680965942243704, "alpha_c_stated": -0.061680965942243704, "price_path": [-0.4428, -0.4849, -0.4892, -0.4881, -0.5176, -0.5389, -0.5525, -0.5569, -0.5754, -0.5372, -0.5334, -0.5389, -0.505, -0.4985, -0.5012, -0.5978, -0.588, -0.5872, -0.5662, -0.5602, -0.5733, -0.5918, -0.6267, -0.5885, -0.5924, -0.5864, -0.6027, -0.5771, -0.5962, -0.5962, -0.6218, -0.6317, -0.6317, -0.588, -0.6065, -0.63, -0.6311, -0.6213, -0.618, -0.5967, -0.5907, -0.594, -0.5678, -0.4892, -0.4216, -0.4428, -0.3899, -0.3599, -0.3501, -0.3779, -0.4106, -0.266, -0.2879, -0.2475, -0.1673, -0.2453, -0.1836, -0.1869, -0.2857, -0.1329, 0.0068, 0.17, 0.0685, 0.0, 0.0068, -0.1127, -0.1694, -0.1252, 0.0652, 0.0226, -0.0123, 0.1067, 0.1171, 0.146, 0.1356, 0.0467, 0.1307, 0.0816, 0.1345, 0.1891, 0.1312, 0.0483, -0.1132, -0.0226, -0.0598, -0.0712, -0.0827, -0.1536, -0.1596, -0.1378, -0.0849, 0.0363, 0.0363, 0.0718, 0.0581, 0.0892, 0.0832, 0.2737, 0.3075, 0.2475, 0.3064, 0.2993, 0.4074, 0.2109, 0.1744, 0.1629, 0.0134, 0.0538, 0.0892, 0.116, 0.0734, 0.0821, 0.0821, 0.1029, 0.0898, 0.0838, 0.0794, 0.0794, 0.2557, 0.2142, 0.1913, 0.122, 0.1558, 0.266, 0.2704, 0.2999, 0.236, 0.3915, 0.4778, 0.4778, 0.3921, 0.4374, 0.4881, 0.4701, 0.4799, 0.552, 0.6911, 0.7228, 0.6791, 0.6857, 0.7588, 0.582, 0.0341, 0.0608, 0.0587, 0.0363, -0.0439, -0.0483, 0.0074, 0.0074, -0.0297, -0.0488, -0.0963, -0.0969, -0.1231, -0.1001, -0.1089, -0.116, -0.152, -0.1749, -0.1858, -0.1378, -0.14, -0.1935, -0.1432, -0.0789, -0.0663, -0.104, -0.1061, -0.0843, -0.0996, -0.1274, -0.1252, -0.1744, -0.1618, -0.1187, -0.1078, -0.1836, -0.2278, -0.2906, -0.2491, -0.2895, -0.2742, -0.2742, -0.2797, -0.2769, -0.284, -0.26, -0.248, -0.2551]}
{"unit_id": "reply:1968471679140606135", "ticker_idx": 0, "ts": "2025-09-18T00:26:35+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\n$nbis\n$nbis", "tweet_type": "prediction", "timeline": "years", "summary": "Decisively picks NBIS as top 10-year hold, tripling down on it exclusively.", "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": "qme", "tweet_text": "@pepemoonboy $nbis\n$nbis\n$nbis", "reply_text": null, "parent_text": "If I had to bet it all on just 3 assets for the next 10 years, I’m riding with $HOOD, $BTC, and $META.\n\nWhat’s your top 3?\n\nShare the alpha!\n\nI will consolidate all the recommendations into a list and will share with everyone.", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.00042499909009829917, "ret_signed_m1d": -0.00042499909009829917, "alpha_spy_m1d": 0.004225769731095341, "alpha_c_m1d": 0.0003317493795469417, "bench_spy_m1d": -0.0046507688211936404, "bench_c_m1d": -0.0007567484696452409, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05514231471056985, "ret_signed_p1d": 0.05514231471056985, "alpha_spy_p1d": 0.050189446259676584, "alpha_c_p1d": 0.051021806625658694, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": 0.004120508084911156, "ret_p1w": 0.14683382162699843, "ret_signed_p1w": 0.14683382162699843, "alpha_spy_p1w": 0.15043600095620868, "alpha_c_p1w": 0.1592947385470731, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": -0.012460916920074672, "ret_p1m": 0.20526985902075778, "ret_signed_p1m": 0.20526985902075778, "alpha_spy_p1m": 0.19927222158522762, "alpha_c_p1m": 0.23536686756138114, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": -0.03009700854062336, "ret_p3m": -0.13992780932869353, "ret_signed_p3m": -0.13992780932869353, "alpha_spy_p3m": -0.16785059296152816, "alpha_c_p3m": -0.1242603421071603, "bench_spy_p3m": 0.027922783632834625, "bench_c_p3m": -0.015667467221533227, "ret_p6m": 0.20006368096227, "ret_signed_p6m": 0.20006368096227, "alpha_spy_p6m": 0.19428260106511797, "alpha_c_p6m": 0.23116897287463034, "bench_spy_p6m": 0.005781079897152042, "bench_c_p6m": -0.031105291912360333, "ret_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": [-0.4955, -0.4579, -0.4845, -0.4411, -0.4492, -0.4121, -0.4655, -0.4691, -0.4661, -0.4661, -0.4917, -0.4996, -0.5107, -0.5067, -0.5293, -0.448, -0.4313, -0.4336, -0.4296, -0.4391, -0.4436, -0.458, -0.4488, -0.4458, -0.4542, -0.4395, -0.4645, -0.4551, -0.4217, -0.4475, -0.4245, -0.4138, -0.4147, -0.3061, -0.2692, -0.2537, -0.1996, -0.2496, -0.2726, -0.2391, -0.2293, -0.2861, -0.2831, -0.2969, -0.2671, -0.2561, -0.2512, -0.2552, -0.2346, -0.2741, -0.2741, -0.3017, -0.3025, -0.3103, -0.3044, -0.3194, 0.017, -0.0078, -0.0524, -0.0394, -0.0336, -0.0498, -0.0004, 0.0, 0.0551, 0.1326, 0.1453, 0.203, 0.1468, 0.1443, 0.1711, 0.1928, 0.2283, 0.3373, 0.3598, 0.3275, 0.2505, 0.2962, 0.4093, 0.3768, 0.4392, 0.3616, 0.3369, 0.3073, 0.2053, 0.1581, 0.1079, 0.0478, 0.1279, 0.2459, 0.3327, 0.2944, 0.3292, 0.3194, 0.3899, 0.28, 0.1745, 0.2431, 0.1628, 0.1823, 0.1682, 0.0861, 0.0025, -0.0583, -0.1124, -0.0865, -0.038, 0.0101, -0.1007, -0.1154, -0.0236, -0.0557, 0.0061, 0.0061, 0.008, 0.0641, 0.0248, 0.051, 0.0922, 0.0416, 0.066, 0.0243, -0.0056, 0.0017, -0.0683, -0.1379, -0.1399, -0.1984, -0.1703, -0.0495, -0.0095, -0.0435, -0.0318, -0.0318, -0.0694, -0.0858, -0.0951, -0.1107, -0.1107, -0.0443, -0.0137, 0.065, 0.0222, 0.0338, 0.0405, 0.1404, 0.1202, 0.0835, 0.1038, 0.1552, 0.1552, 0.0549, 0.0505, 0.029, 0.004, -0.0283, 0.0398, 0.067, 0.0084, -0.0949, -0.0633, -0.0443, -0.1246, -0.2152, -0.0852, -0.0132, -0.0248, -0.0585, -0.0466, 0.0413, 0.0413, 0.0361, 0.0816, 0.1433, 0.0404, 0.069, 0.0899, 0.1275, 0.1143, -0.0311, -0.033, -0.0778, 0.0389, 0.0163, -0.0509, 0.0087, 0.0245, 0.1899, 0.1479, 0.2001]}
{"unit_id": "reply:1974300347977138184", "ticker_idx": 0, "ts": "2025-10-04T02:27:38+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It still hasn't accurately priced in the Microsoft contract which is goin to generate $1.2 billion in incremental profit PER YEAR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NBIS is underpriced relative to its Microsoft contract worth $1.2B in annual incremental profit; strongly bullish.", "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": "@Dr_Martin123 It still hasn’t accurately priced in the Microsoft contract which is goin to generate $1.2 billion in incremental profit PER YEAR", "reply_text": null, "parent_text": "@RJCcapital I'm skeptical - everyone's banking on Birmingham but hyperscaler deals take forever to close. $NBIS has potential but the market's already pricing in this \"soon\" contract that might be months away. I'd wait for confirmation.", "quoted_text": null, "parent_author": "Dr_Martin123", "ret_m1d": 0.024331686058298496, "ret_signed_m1d": 0.024331686058298496, "alpha_spy_m1d": 0.027905142637612235, "alpha_c_m1d": 0.025361676025345115, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0010299899670466184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05794785778525535, "ret_signed_p1d": -0.05794785778525535, "alpha_spy_p1d": -0.05424034389593757, "alpha_c_p1d": -0.054085395408830395, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0038624623764249577, "ret_p1w": 0.08420044875054766, "ret_signed_p1w": 0.08420044875054766, "alpha_spy_p1w": 0.09696081704803727, "alpha_c_p1w": 0.10711699868325608, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02291654993270842, "ret_p1m": -0.11525533251555797, "ret_signed_p1m": -0.11525533251555797, "alpha_spy_p1m": -0.12066032533025106, "alpha_c_p1m": -0.08349836574482628, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.0317569667707317, "ret_p3m": -0.33003841687685054, "ret_signed_p3m": -0.33003841687685054, "alpha_spy_p3m": -0.34838988215623623, "alpha_c_p3m": -0.3436947702524794, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.013656353375628871, "ret_p6m": -0.1695213693877481, "ret_signed_p6m": -0.1695213693877481, "alpha_spy_p6m": -0.14336489142789688, "alpha_c_p6m": -0.12715421087025702, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.042367158517491066, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11525533251555797, "alpha_spy_stated": -0.12066032533025106, "alpha_c_stated": -0.08349836574482628, "price_path": [-0.6314, -0.6284, -0.6454, -0.5842, -0.5716, -0.5733, -0.5703, -0.5775, -0.5808, -0.5917, -0.5848, -0.5825, -0.5888, -0.5778, -0.5966, -0.5895, -0.5644, -0.5838, -0.5664, -0.5584, -0.5591, -0.4773, -0.4495, -0.4378, -0.3971, -0.4347, -0.4521, -0.4268, -0.4194, -0.4622, -0.46, -0.4703, -0.4479, -0.4396, -0.4359, -0.4389, -0.4234, -0.4532, -0.4532, -0.474, -0.4745, -0.4805, -0.476, -0.4873, -0.2339, -0.2525, -0.2861, -0.2764, -0.272, -0.2842, -0.247, -0.2467, -0.2051, -0.1468, -0.1372, -0.0937, -0.1361, -0.138, -0.1178, -0.1014, -0.0747, 0.0074, 0.0243, 0.0, -0.0579, -0.0235, 0.0616, 0.0371, 0.0842, 0.0257, 0.0071, -0.0152, -0.092, -0.1276, -0.1654, -0.2107, -0.1503, -0.0615, 0.0039, -0.0249, 0.0013, -0.0061, 0.0471, -0.0358, -0.1153, -0.0636, -0.1241, -0.1093, -0.12, -0.1818, -0.2448, -0.2906, -0.3314, -0.3118, -0.2753, -0.2391, -0.3226, -0.3336, -0.2644, -0.2886, -0.2421, -0.2421, -0.2407, -0.1984, -0.228, -0.2083, -0.1772, -0.2153, -0.197, -0.2283, -0.2509, -0.2454, -0.2981, -0.3506, -0.3521, -0.3961, -0.375, -0.284, -0.2538, -0.2794, -0.2706, -0.2706, -0.2989, -0.3113, -0.3183, -0.33, -0.33, -0.2801, -0.257, -0.1977, -0.23, -0.2212, -0.2162, -0.1409, -0.1562, -0.1838, -0.1685, -0.1297, -0.1297, -0.2053, -0.2087, -0.2248, -0.2436, -0.268, -0.2167, -0.1962, -0.2404, -0.3182, -0.2944, -0.2801, -0.3406, -0.4088, -0.3109, -0.2566, -0.2653, -0.2908, -0.2818, -0.2155, -0.2155, -0.2195, -0.1852, -0.1387, -0.2163, -0.1947, -0.179, -0.1506, -0.1606, -0.2701, -0.2716, -0.3053, -0.2174, -0.2344, -0.285, -0.2401, -0.2282, -0.1036, -0.1353, -0.096, 0.0393, -0.0689, -0.0511, -0.0274, -0.0586, -0.0864, -0.0803, -0.0788, -0.1518, -0.1931, -0.2616, -0.1695]}
{"unit_id": "quote:1978255220481073399", "ticker_idx": 0, "ts": "2025-10-15T00:22:53+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LONG $NAK $ALB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NAK and ALB on lithium value-chain thesis.", "resolved_tickers": ["NAK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Other Industrial Metals & Mining'", "bench_c_industry": "Other Industrial Metals & Mining", "unit_kind": "quote", "lang": "en", "tweet_text": "LONG $NAK $ALB", "reply_text": null, "parent_text": null, "quoted_text": "Lithium Sankey Diagram\n\nPeople often talk about this in a qualitative manner but it helps to be familiar with a good visual.\n\nThis is March 2024 data, so fairly up to date.\n\nAustralia should start moving downstream and capturing more of the value chain, as Chile has been doing. https://t.co/abN7qE26rC", "parent_author": null, "ret_m1d": 0.045454500299513256, "ret_signed_m1d": 0.045454500299513256, "alpha_spy_m1d": 0.04987440789714137, "alpha_c_m1d": 0.04094535331845672, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": 0.004509146981056533, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1515151816185063, "ret_signed_p1d": -0.1515151816185063, "alpha_spy_p1d": -0.14470504705617593, "alpha_c_p1d": -0.1440752982762118, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": -0.0074398833422945065, "ret_p1w": -0.2954545680320615, "ret_signed_p1w": -0.2954545680320615, "alpha_spy_p1w": -0.2994084576997029, "alpha_c_p1w": -0.29105837633335085, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": -0.004396191698710639, "ret_p1m": -0.3446969885115664, "ret_signed_p1m": -0.3446969885115664, "alpha_spy_p1m": -0.35502515598788176, "alpha_c_p1m": -0.3318461462233747, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": -0.012850842288191666, "ret_p3m": -0.21590914735288103, "ret_signed_p3m": -0.21590914735288103, "alpha_spy_p3m": -0.2640834848732826, "alpha_c_p3m": -0.3154574395274071, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.0995482921745261, "ret_p6m": -0.34848486353652586, "ret_signed_p6m": -0.34848486353652586, "alpha_spy_p6m": -0.37646472068172243, "alpha_c_p6m": -0.5246250298858399, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": 0.17614016634931406, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3446969885115664, "alpha_spy_stated": -0.35502515598788176, "alpha_c_stated": -0.3318461462233747, "price_path": [-0.6061, -0.6553, -0.6705, -0.6477, -0.6667, -0.6629, -0.6818, -0.7197, -0.6894, -0.7008, -0.7159, -0.7045, -0.7008, -0.697, -0.678, -0.6591, -0.6705, -0.6667, -0.6705, -0.6591, -0.6553, -0.6629, -0.678, -0.678, -0.6705, -0.6591, -0.6667, -0.6591, -0.6629, -0.6553, -0.6591, -0.6591, -0.6742, -0.6667, -0.678, -0.678, -0.6894, -0.6932, -0.6894, -0.6894, -0.6894, -0.6705, -0.6856, -0.6894, -0.6894, -0.6705, -0.6477, -0.6477, -0.5871, -0.5985, -0.5682, -0.5265, -0.5455, -0.553, -0.5379, -0.5, -0.428, -0.2879, -0.2614, -0.2576, -0.2311, 0.0076, 0.0455, 0.0, -0.1515, -0.2235, -0.2235, -0.2652, -0.2955, -0.2841, -0.2273, -0.2803, -0.25, -0.2348, -0.2348, -0.2386, -0.2955, -0.322, -0.3144, -0.3485, -0.3333, -0.3144, -0.3144, -0.3068, -0.3447, -0.3561, -0.3674, -0.4015, -0.3826, -0.4318, -0.4318, -0.4091, -0.3561, -0.3182, -0.3182, -0.2727, -0.2992, -0.3068, -0.2689, -0.2083, -0.2159, -0.2386, -0.2273, -0.2462, -0.1856, -0.1856, -0.2273, -0.2121, -0.2121, -0.1818, -0.1629, -0.1212, -0.1212, -0.1515, -0.1515, -0.1742, -0.2386, -0.2424, -0.2538, -0.2538, -0.2614, -0.2159, -0.1667, -0.1591, -0.1932, -0.1667, -0.2159, -0.1932, -0.197, -0.2348, -0.2765, -0.2765, -0.2197, -0.2273, -0.1856, -0.1932, -0.0909, -0.0492, -0.0682, -0.1439, -0.2273, -0.2386, -0.1477, -0.2197, -0.303, -0.2614, -0.2083, -0.2197, -0.1667, -0.1553, -0.1818, -0.1818, -0.2311, -0.5341, -0.5, -0.5038, -0.4773, -0.4242, -0.4394, -0.4318, -0.4129, -0.4394, -0.4811, -0.4848, -0.5, -0.5076, -0.4886, -0.4621, -0.4886, -0.4962, -0.5038, -0.4886, -0.5114, -0.5114, -0.5189, -0.5682, -0.572, -0.5189, -0.4962, -0.5303, -0.5152, -0.5189, -0.4697, -0.4394, -0.4356, -0.4356, -0.3864, -0.428, -0.3788, -0.3485]}
{"unit_id": "quote:1978255220481073399", "ticker_idx": 1, "ts": "2025-10-15T00:22:53+00:00", "symbol": "ALB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LONG $NAK $ALB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NAK and ALB on lithium value-chain thesis.", "resolved_tickers": ["ALB"], "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": "quote", "lang": "en", "tweet_text": "LONG $NAK $ALB", "reply_text": null, "parent_text": null, "quoted_text": "Lithium Sankey Diagram\n\nPeople often talk about this in a qualitative manner but it helps to be familiar with a good visual.\n\nThis is March 2024 data, so fairly up to date.\n\nAustralia should start moving downstream and capturing more of the value chain, as Chile has been doing. https://t.co/abN7qE26rC", "parent_author": null, "ret_m1d": -0.019559925954910073, "ret_signed_m1d": -0.019559925954910073, "alpha_spy_m1d": -0.015140018357281959, "alpha_c_m1d": -0.024069072935966607, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": 0.004509146981056533, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0292380322735174, "ret_signed_p1d": -0.0292380322735174, "alpha_spy_p1d": -0.022427897711187028, "alpha_c_p1d": -0.021798148931222894, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": -0.0074398833422945065, "ret_p1w": -0.07019153909642484, "ret_signed_p1w": -0.07019153909642484, "alpha_spy_p1w": -0.07414542876406627, "alpha_c_p1w": -0.0657953473977142, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": -0.004396191698710639, "ret_p1m": 0.16717600219508943, "ret_signed_p1m": 0.16717600219508943, "alpha_spy_p1m": 0.15684783471877406, "alpha_c_p1m": 0.1800268444832811, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": -0.012850842288191666, "ret_p3m": 0.7302472123791255, "ret_signed_p3m": 0.7302472123791255, "alpha_spy_p3m": 0.6820728748587239, "alpha_c_p3m": 0.6306989202045994, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.0995482921745261, "ret_p6m": 0.765468931603567, "ret_signed_p6m": 0.765468931603567, "alpha_spy_p6m": 0.7374890744583704, "alpha_c_p6m": 0.5893287652542529, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": 0.17614016634931406, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16717600219508943, "alpha_spy_stated": 0.15684783471877406, "alpha_c_stated": 0.1800268444832811, "price_path": [-0.2191, -0.2183, -0.1566, -0.2017, -0.147, -0.1515, -0.2424, -0.2745, -0.302, -0.3125, -0.312, -0.3053, -0.3085, -0.3181, -0.2901, -0.2352, -0.1817, -0.2099, -0.1725, -0.1749, -0.1672, -0.1581, -0.1838, -0.2085, -0.2001, -0.1758, -0.1763, -0.1739, -0.1116, -0.1396, -0.1396, -0.1396, -0.1941, -0.1883, -0.1968, -0.1738, -0.1691, -0.2646, -0.2571, -0.2396, -0.226, -0.1744, -0.1754, -0.1834, -0.1755, -0.1663, -0.1811, -0.1838, -0.1689, -0.1358, -0.1025, -0.1149, -0.174, -0.1395, -0.1075, -0.1013, -0.0624, -0.0777, -0.0659, -0.0169, -0.0846, -0.0185, -0.0196, 0.0, -0.0292, -0.0552, -0.0206, -0.0695, -0.0702, -0.0082, 0.0762, -0.0197, -0.0151, -0.0037, -0.0028, 0.0007, -0.0166, -0.0989, -0.0632, -0.0703, -0.01, 0.0552, 0.0583, 0.1239, 0.1672, 0.173, 0.1991, 0.2367, 0.2804, 0.186, 0.1901, 0.1805, 0.2761, 0.2929, 0.2929, 0.3243, 0.3074, 0.3054, 0.2886, 0.2137, 0.2754, 0.2958, 0.3171, 0.3571, 0.3711, 0.3564, 0.3511, 0.3393, 0.3765, 0.4355, 0.4906, 0.4855, 0.499, 0.5175, 0.5175, 0.5328, 0.4773, 0.4511, 0.4453, 0.4453, 0.4707, 0.4932, 0.616, 0.651, 0.6176, 0.6481, 0.7302, 0.8074, 0.8142, 0.7757, 0.666, 0.666, 0.763, 0.8399, 0.9243, 0.9365, 0.9389, 0.9842, 0.8835, 0.8464, 0.7435, 0.6853, 0.7436, 0.7234, 0.5989, 0.6693, 0.6938, 0.7224, 0.7926, 0.624, 0.6998, 0.6998, 0.7261, 0.7496, 0.7208, 0.7209, 0.8139, 0.9091, 1.0014, 0.8897, 0.8257, 0.8207, 0.6832, 0.7202, 0.6751, 0.6583, 0.7327, 0.7017, 0.7167, 0.6747, 0.6207, 0.664, 0.7037, 0.6987, 0.6724, 0.6052, 0.7164, 0.8137, 0.8581, 0.7875, 0.8382, 0.8154, 0.839, 0.8282, 0.8243, 0.8243, 0.7724, 0.7776, 0.8176, 0.7655]}
{"unit_id": "reply:1962194836435464593", "ticker_idx": 0, "ts": "2025-08-31T16:44:39+00:00", "symbol": "OSCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "sell $oscr", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: sell OSCR, buy ALHC.", "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": "@TheTechInvest sell $oscr buy $alhc", "reply_text": null, "parent_text": "$OSCR of August 2025 is $OSCR of December 2022. Over 10x in less than 2 years. \n\n$100 in 2 years from now is not a miracle. https://t.co/ItAnAAhjyZ", "quoted_text": null, "parent_author": "TheTechInvest", "ret_m1d": 0.013998754593076423, "ret_signed_m1d": -0.013998754593076423, "alpha_spy_m1d": -0.006533180837753116, "alpha_c_m1d": -0.014943861211576537, "bench_spy_m1d": 0.007465573755323307, "bench_c_m1d": -0.0009451066185001133, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07608033942678771, "ret_signed_p1d": -0.07608033942678771, "alpha_spy_p1d": -0.07066079378613455, "alpha_c_p1d": -0.080805533933206, "bench_spy_p1d": 0.005419545640653167, "bench_c_p1d": -0.004725194506418284, "ret_p1w": 0.22032859796992166, "ret_signed_p1w": -0.22032859796992166, "alpha_spy_p1w": -0.20461655165651194, "alpha_c_p1w": -0.21284087961575704, "bench_spy_p1w": 0.015712046313409722, "bench_c_p1w": 0.007487718354164619, "ret_p1m": 0.15033470891515388, "ret_signed_p1m": -0.15033470891515388, "alpha_spy_p1m": -0.10342757707877137, "alpha_c_p1m": -0.1026018587516846, "bench_spy_p1m": 0.04690713183638251, "bench_c_p1m": 0.04773285016346929, "ret_p3m": 0.09373091780732223, "ret_signed_p3m": -0.09373091780732223, "alpha_spy_p3m": -0.023425255009102086, "alpha_c_p3m": 0.05755566416165969, "bench_spy_p3m": 0.07030566279822015, "bench_c_p3m": 0.15128658196898193, "ret_p6m": -0.21180769514741726, "ret_signed_p6m": 0.21180769514741726, "alpha_spy_p6m": 0.3006070309497093, "alpha_c_p6m": 0.36931703786605574, "bench_spy_p6m": 0.08879933580229205, "bench_c_p6m": 0.15750934271863848, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15033470891515388, "alpha_spy_stated": -0.10342757707877137, "alpha_c_stated": -0.1026018587516846, "price_path": [-0.0475, -0.0615, -0.1016, -0.1059, -0.1388, -0.1272, -0.1509, -0.0901, -0.0195, 0.1424, 0.1424, 0.2915, 0.2428, 0.2185, 0.168, 0.2465, 0.2422, 0.3049, 0.2447, 0.0116, 0.0024, 0.0024, 0.0231, 0.0073, -0.0213, -0.0548, -0.1248, -0.0822, -0.0919, -0.0657, -0.1558, -0.1832, -0.171, -0.1053, -0.0341, -0.1357, -0.1205, -0.1071, -0.1576, -0.1479, -0.1449, -0.1735, -0.1576, -0.1589, -0.1272, -0.0773, -0.059, -0.0499, -0.0883, -0.0913, -0.1065, -0.0481, 0.0134, 0.0122, -0.0706, -0.0615, 0.0225, 0.017, 0.0396, 0.0359, 0.0493, 0.014, 0.014, 0.0, 0.0761, 0.1187, 0.1826, 0.2343, 0.2203, 0.1856, 0.1826, 0.1765, 0.14, 0.0913, 0.0816, 0.1631, 0.1546, 0.126, 0.0809, 0.1223, 0.101, 0.1211, 0.1643, 0.1522, 0.1503, 0.1735, 0.3183, 0.3579, 0.3676, 0.3268, 0.2502, 0.1424, 0.2416, 0.2593, 0.2581, 0.28, 0.1802, 0.2282, 0.325, 0.2398, 0.1942, 0.1741, 0.1972, 0.1893, 0.1509, 0.101, 0.0956, 0.0749, 0.0444, 0.0365, 0.0079, 0.0785, -0.1108, -0.0962, -0.0809, -0.1509, -0.1552, -0.1327, -0.1047, -0.143, -0.2069, -0.1795, 0.0037, 0.0183, 0.1053, 0.1053, 0.0937, 0.0134, 0.0256, 0.0408, 0.0456, 0.0207, 0.0183, 0.0323, -0.0511, -0.0341, 0.0122, -0.0177, -0.0438, -0.0633, -0.0992, -0.0931, -0.0852, -0.0968, -0.0913, -0.0913, -0.0925, -0.1156, -0.1169, -0.1254, -0.1254, -0.0889, 0.0085, 0.0055, 0.003, 0.0286, 0.0791, 0.0749, 0.0578, 0.0158, 0.0603, 0.0073, 0.0073, -0.031, -0.0627, -0.045, -0.0456, -0.0444, -0.0943, -0.0949, -0.0913, -0.1266, -0.1479, -0.1534, -0.1954, -0.2386, -0.255, -0.2295, -0.2161, -0.1722, -0.1656, -0.1832, -0.1832, -0.185, -0.1662, -0.1643, -0.1948, -0.2422, -0.2514, -0.2118]}
{"unit_id": "reply:1962194836435464593", "ticker_idx": 1, "ts": "2025-08-31T16:44:39+00:00", "symbol": "ALHC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy $alhc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: sell OSCR, buy ALHC.", "resolved_tickers": ["ALHC"], "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": "@TheTechInvest sell $oscr buy $alhc", "reply_text": null, "parent_text": "$OSCR of August 2025 is $OSCR of December 2022. Over 10x in less than 2 years. \n\n$100 in 2 years from now is not a miracle. https://t.co/ItAnAAhjyZ", "quoted_text": null, "parent_author": "TheTechInvest", "ret_m1d": -0.016826850334565435, "ret_signed_m1d": -0.016826850334565435, "alpha_spy_m1d": -0.024292424089888742, "alpha_c_m1d": -0.015881743716065322, "bench_spy_m1d": 0.007465573755323307, "bench_c_m1d": -0.0009451066185001133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01923075159625831, "ret_signed_p1d": -0.01923075159625831, "alpha_spy_p1d": -0.024650297236911478, "alpha_c_p1d": -0.014505557089840027, "bench_spy_p1d": 0.005419545640653167, "bench_c_p1d": -0.004725194506418284, "ret_p1w": -0.0096153757981291, "ret_signed_p1w": -0.0096153757981291, "alpha_spy_p1w": -0.025327422111538822, "alpha_c_p1w": -0.01710309415229372, "bench_spy_p1w": 0.015712046313409722, "bench_c_p1w": 0.007487718354164619, "ret_p1m": 0.010817326428975482, "ret_signed_p1m": 0.010817326428975482, "alpha_spy_p1m": -0.03608980540740703, "alpha_c_p1m": -0.036915523734493805, "bench_spy_p1m": 0.04690713183638251, "bench_c_p1m": 0.04773285016346929, "ret_p3m": 0.15444710270981066, "ret_signed_p3m": 0.15444710270981066, "alpha_spy_p3m": 0.08414143991159051, "alpha_c_p3m": 0.0031605207408287317, "bench_spy_p3m": 0.07030566279822015, "bench_c_p3m": 0.15128658196898193, "ret_p6m": 0.20973557086121386, "ret_signed_p6m": 0.20973557086121386, "alpha_spy_p6m": 0.12093623505892181, "alpha_c_p6m": 0.05222622814257538, "bench_spy_p6m": 0.08879933580229205, "bench_c_p6m": 0.15750934271863848, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.010817326428975482, "alpha_spy_stated": -0.03608980540740703, "alpha_c_stated": -0.036915523734493805, "price_path": [-0.1112, -0.0853, -0.1118, -0.1196, -0.0721, -0.0937, -0.1022, -0.1286, -0.1244, -0.1346, -0.1346, -0.1611, -0.1605, -0.1538, -0.1767, -0.1731, -0.1677, -0.1587, -0.146, -0.1821, -0.1845, -0.1845, -0.2103, -0.1761, -0.1647, -0.1959, -0.1965, -0.1947, -0.2031, -0.1953, -0.2097, -0.2542, -0.2488, -0.2584, -0.2548, -0.3005, -0.2933, -0.2873, -0.2921, -0.2187, -0.1719, -0.2206, -0.1791, -0.1941, -0.1761, -0.1671, -0.128, -0.122, -0.1202, -0.113, -0.1094, -0.0956, -0.0811, -0.1046, -0.0974, -0.0505, -0.0481, -0.0637, -0.0577, -0.03, -0.0192, -0.0168, -0.0168, 0.0, -0.0192, -0.0204, -0.0469, -0.0252, -0.0096, -0.0114, -0.0174, -0.0361, -0.0192, -0.006, 0.0024, -0.0096, -0.006, 0.027, 0.024, 0.0451, 0.0403, 0.0535, 0.0487, 0.0487, 0.0108, -0.0355, -0.0012, 0.0282, 0.0204, 0.0631, 0.0547, 0.0403, 0.0403, 0.0373, 0.0403, 0.021, 0.0288, 0.0451, 0.0523, 0.0451, 0.0391, 0.0523, 0.0679, 0.0841, 0.0944, 0.0288, 0.0132, 0.012, 0.027, 0.0252, -0.009, -0.0186, -0.0156, -0.0096, -0.0024, 0.0078, -0.0072, -0.0361, -0.0325, -0.0186, -0.0343, 0.0036, 0.0589, 0.1502, 0.155, 0.155, 0.1544, 0.1466, 0.1472, 0.1478, 0.1659, 0.1749, 0.1635, 0.1544, 0.1364, 0.1665, 0.1635, 0.2085, 0.2037, 0.235, 0.2266, 0.2272, 0.2133, 0.1737, 0.1508, 0.1508, 0.1286, 0.1382, 0.1563, 0.1869, 0.1869, 0.2151, 0.262, 0.28, 0.2578, 0.259, 0.2488, 0.2788, 0.2572, 0.3068, 0.3522, 0.3522, 0.3522, 0.3666, 0.4002, 0.4189, 0.4309, 0.4309, 0.2596, 0.3269, 0.3522, 0.354, 0.3612, 0.3756, 0.2819, 0.271, 0.3071, 0.2476, 0.2398, 0.2254, 0.2049, 0.2133, 0.2133, 0.2374, 0.2326, 0.2524, 0.238, 0.1959, 0.1779, 0.2097]}
{"unit_id": "orig:1962595280827609127", "ticker_idx": 0, "ts": "2025-09-01T19:15:52+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "focusing on higher-value clients like enterprise & government contracts, which may drive stronger unit economics", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PL: customer-growth plateau masked by mix shift to higher-value enterprise/gov contracts driving stronger unit economics.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The plateau in customer growth looks bearish at first glance. But it may actually signal a shift as $PL is focusing on higher-value clients like enterprise & government contracts, which may drive stronger unit economics https://t.co/wpDcM0qKgu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06616542118953883, "ret_signed_m1d": 0.06616542118953883, "alpha_spy_m1d": 0.058699847434215524, "alpha_c_m1d": 0.056534615916498776, "bench_spy_m1d": 0.007465573755323307, "bench_c_m1d": 0.009630805273040055, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03157895265193522, "ret_signed_p1d": -0.03157895265193522, "alpha_spy_p1d": -0.03699849829258839, "alpha_c_p1d": -0.02653119486629263, "bench_spy_p1d": 0.005419545640653167, "bench_c_p1d": -0.005047757785642593, "ret_p1w": 0.35639102682829216, "ret_signed_p1w": 0.35639102682829216, "alpha_spy_p1w": 0.34067898051488243, "alpha_c_p1w": 0.35844983613723913, "bench_spy_p1w": 0.015712046313409722, "bench_c_p1w": -0.002058809308946974, "ret_p1m": 1.0706767308704586, "ret_signed_p1m": 1.0706767308704586, "alpha_spy_p1m": 1.023769599034076, "alpha_c_p1m": 1.0449364818567746, "bench_spy_p1m": 0.04690713183638251, "bench_c_p1m": 0.02574024901368399, "ret_p3m": 0.7894736011838754, "ret_signed_p3m": 0.7894736011838754, "alpha_spy_p3m": 0.7191679383856553, "alpha_c_p3m": 0.7644671160782666, "bench_spy_p3m": 0.07030566279822015, "bench_c_p3m": 0.025006485105608878, "ret_p6m": 2.7037592191802404, "ret_signed_p6m": 2.7037592191802404, "alpha_spy_p6m": 2.6149598833779484, "alpha_c_p6m": 2.5286169189741026, "bench_spy_p6m": 0.08879933580229205, "bench_c_p6m": 0.17514230020613764, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.0706767308704586, "alpha_spy_stated": 1.023769599034076, "alpha_c_stated": 1.0449364818567746, "price_path": [-0.1038, -0.1218, -0.1233, -0.1594, -0.1835, -0.1789, -0.1925, -0.197, -0.2331, -0.2316, -0.2316, -0.2436, -0.203, -0.1624, -0.185, -0.0887, -0.0872, -0.0827, -0.0737, -0.0767, 0.0301, 0.0301, 0.0271, 0.0421, 0.0301, -0.0075, -0.0767, -0.0677, -0.0331, -0.0301, -0.003, 0.0211, 0.0571, -0.0075, 0.0316, 0.0286, 0.0, -0.0436, -0.0692, -0.0556, -0.0602, -0.0707, -0.0165, -0.0391, -0.0496, -0.0571, -0.0376, -0.0346, 0.0, 0.0135, 0.0256, 0.0195, 0.0286, -0.0406, -0.0331, -0.0256, 0.0226, 0.0617, 0.0496, 0.0647, 0.0842, 0.0662, 0.0662, 0.0, -0.0316, -0.0286, -0.018, 0.4526, 0.3564, 0.3489, 0.4541, 0.4707, 0.4827, 0.4662, 0.5383, 0.5955, 0.6707, 0.6707, 0.812, 0.794, 0.7985, 0.8346, 0.9233, 0.9519, 1.0707, 1.2331, 1.3023, 1.2917, 1.3579, 1.3459, 1.3549, 1.2105, 1.2932, 1.2226, 1.2692, 0.9895, 0.9714, 1.0391, 0.9414, 0.8797, 0.9474, 1.0466, 1.0015, 0.9308, 0.9398, 0.9338, 1.0226, 0.9835, 0.9098, 0.9925, 0.8737, 0.9263, 1.0135, 0.8752, 0.8707, 0.7158, 0.7143, 0.6857, 0.7218, 0.7729, 0.6887, 0.6782, 0.7353, 0.7639, 0.7624, 0.7624, 0.7895, 0.7594, 0.7699, 0.806, 0.9459, 0.9203, 0.9474, 0.9308, 0.9459, 1.6271, 1.7429, 1.7143, 1.6887, 1.4767, 1.6301, 1.8842, 2.0977, 2.1173, 2.0556, 2.0556, 1.9113, 1.988, 1.9684, 1.9654, 1.9654, 2.0692, 2.2165, 2.2842, 2.4, 2.3744, 2.415, 2.8256, 2.8075, 3.0195, 3.2526, 3.3278, 3.3278, 3.2105, 2.9669, 2.9188, 3.0511, 2.8902, 3.2211, 3.1925, 2.9624, 2.7549, 2.4361, 2.6015, 2.2737, 2.0722, 2.3474, 2.612, 2.4271, 2.2556, 2.203, 2.3714, 2.3714, 2.3398, 2.5699, 2.7759, 2.594, 2.5759, 2.7158, 2.7038]}
{"unit_id": "orig:1988238810900054241", "ticker_idx": 0, "ts": "2025-11-11T13:34:06+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They just opened this last week. Demand is insane.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: newly opened UK capacity nearly fully sold out, signaling surging demand.", "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: “NNEARLY FULLY SOLD OUT OF U.K. CAPACITY”\n\nThey just opened this last week. Demand is insane.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07562116645693662, "ret_signed_m1d": 0.07562116645693662, "alpha_spy_m1d": 0.07790511512197362, "alpha_c_m1d": 0.08367728376365802, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.0080561173067214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07689298098696984, "ret_signed_p1d": -0.07689298098696984, "alpha_spy_p1d": -0.07744937135333418, "alpha_c_p1d": -0.07111364963830213, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": -0.0057793313486677045, "ret_p1w": -0.11426335517212038, "ret_signed_p1w": -0.11426335517212038, "alpha_spy_p1w": -0.0807055825248475, "alpha_c_p1w": -0.09333511222003488, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928242952085507, "ret_p1m": -0.08442579514531079, "ret_signed_p1m": -0.08442579514531079, "alpha_spy_p1m": -0.09111698623787501, "alpha_c_p1m": -0.10955706560117828, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131270455867494, "ret_p3m": -0.15769910540088283, "ret_signed_p3m": -0.15769910540088283, "alpha_spy_p3m": -0.17184367481015295, "alpha_c_p3m": -0.1746409168485713, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.01694181144768847, "ret_p6m": 0.9085305616135924, "ret_signed_p6m": 0.9085305616135924, "alpha_spy_p6m": 0.8279910963268098, "alpha_c_p6m": 0.8743309768604137, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.034199584753178636, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08442579514531079, "alpha_spy_stated": -0.09111698623787501, "alpha_c_stated": -0.10955706560117828, "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": "thread:1990809950512148560", "ticker_idx": 0, "ts": "2025-11-18T15:50:54+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if it is what this pattern suggests, it is a clear bullish catalyst for $NBIS", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long NBIS: pending DataOne CEO announcement of a major datacenter breakthrough at Vineland is a clear bullish catalyst for Nebius.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NBIS - DATAONE CEO CONFIRMS THEY ARE WAITING ON ONE MISSING CONFIRMATION BEFORE DISCLOSING A MAJOR BREAKTHROUGH AT $NBIS VINELAND DATA CENTER\n\nAbout two months ago, the CEO of DataOne, the company building the Nebius datacenter in Vineland, New Jersey, teased a major breakthrough that he said would change the industry forever. He originally suggested it would be revealed in about 45 days and tied it directly to the next 300 MW of build out. People on LinkedIn followed up in the weeks after the post and he responded that the technology was so significant that it needed a little more time. In the most recent follow up, he said they are simply waiting on one missing confirmation before they can announce it.\n\nWhatever this breakthrough is, it clearly goes beyond a routine construction update. If there is an additional innovation layered on top of this build, it likely signals a structural improvement in how Nebius deploys power, cooling, or density at scale.\n\nAny step change in datacenter design that increases rack density, lowers cost per MW, shortens build timelines, or unlocks new cooling capabilities would immediately widen the competitive gap between Nebius and the rest of the sector. In an AI compute environment defined by grid scarcity and land constraints, efficiency breakthroughs compound very quickly.\n\nSomething significant is taking shape in Vineland, and if it is what this pattern suggests, it is a clear bullish catalyst for $NBIS.\n\n---\n\ncc: @sam_badawi @aleabitoreddit @NighthawkTradez @amitisinvesting @mvcinvesting", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05036445231371456, "ret_signed_m1d": -0.05036445231371456, "alpha_spy_m1d": -0.05883302852856964, "alpha_c_m1d": -0.04472990588044978, "bench_spy_m1d": 0.008468576214855084, "bench_c_m1d": -0.0056345464332647754, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05003312053777531, "ret_signed_p1d": 0.05003312053777531, "alpha_spy_p1d": 0.04616994389449869, "alpha_c_p1d": 0.05557815759396889, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": -0.00554503705619358, "ret_p1w": -0.018334478079563232, "ret_signed_p1w": -0.018334478079563232, "alpha_spy_p1w": -0.04096803531976556, "alpha_c_p1w": -0.04060441109487656, "bench_spy_p1w": 0.02263355724020233, "bench_c_p1w": 0.022269933015313326, "ret_p1m": -0.16666670879939505, "ret_signed_p1m": -0.16666670879939505, "alpha_spy_p1m": -0.18381615134438534, "alpha_c_p1m": -0.2024416789204765, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.03577497012108144, "ret_p3m": 0.08250498282712115, "ret_signed_p3m": 0.08250498282712115, "alpha_spy_p3m": 0.04662375788798334, "alpha_c_p3m": 0.054413222220363267, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.028091760606757887, "ret_p6m": 1.289264437558833, "ret_signed_p6m": 1.289264437558833, "alpha_spy_p6m": 1.1582853521907963, "alpha_c_p6m": 1.2382689486937306, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.0509954888651023, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16666670879939505, "alpha_spy_stated": -0.18381615134438534, "alpha_c_stated": -0.2024416789204765, "price_path": [-0.2691, -0.2381, -0.2266, -0.2216, -0.2258, -0.2043, -0.2454, -0.2454, -0.2741, -0.2749, -0.2831, -0.2769, -0.2925, 0.0572, 0.0315, -0.0149, -0.0014, 0.0046, -0.0123, 0.0391, 0.0395, 0.0969, 0.1774, 0.1906, 0.2506, 0.1922, 0.1895, 0.2174, 0.24, 0.2769, 0.3902, 0.4135, 0.3799, 0.3, 0.3475, 0.465, 0.4312, 0.4961, 0.4154, 0.3898, 0.359, 0.2529, 0.2039, 0.1518, 0.0892, 0.1725, 0.2951, 0.3854, 0.3456, 0.3817, 0.3715, 0.4449, 0.3306, 0.2209, 0.2922, 0.2087, 0.2291, 0.2144, 0.129, 0.0422, -0.0211, -0.0773, -0.0504, 0.0, 0.05, -0.0652, -0.0804, 0.015, -0.0183, 0.0458, 0.0458, 0.0478, 0.1061, 0.0653, 0.0926, 0.1354, 0.0828, 0.1081, 0.0648, 0.0337, 0.0413, -0.0315, -0.1038, -0.1059, -0.1667, -0.1375, -0.0119, 0.0297, -0.0056, 0.0065, 0.0065, -0.0326, -0.0497, -0.0593, -0.0755, -0.0755, -0.0065, 0.0253, 0.1071, 0.0626, 0.0747, 0.0816, 0.1854, 0.1645, 0.1264, 0.1474, 0.2009, 0.2009, 0.0966, 0.092, 0.0697, 0.0437, 0.0102, 0.081, 0.1092, 0.0483, -0.0591, -0.0263, -0.0065, -0.09, -0.1841, -0.049, 0.0258, 0.0138, -0.0213, -0.0089, 0.0825, 0.0825, 0.0771, 0.1244, 0.1885, 0.0815, 0.1112, 0.133, 0.1721, 0.1584, 0.0072, 0.0052, -0.0413, 0.08, 0.0564, -0.0134, 0.0486, 0.0651, 0.237, 0.1933, 0.2475, 0.4342, 0.2848, 0.3095, 0.3422, 0.2991, 0.2608, 0.2692, 0.2712, 0.1704, 0.1135, 0.019, 0.146, 0.126, 0.2019, 0.2019, 0.243, 0.2967, 0.3806, 0.5057, 0.6012, 0.7071, 0.7886, 0.8419, 0.8262, 0.7356, 0.7579, 0.7291, 0.7245, 0.7349, 0.6254, 0.6011, 0.4967, 0.5594, 0.5267, 0.7063, 0.9485, 0.943, 1.1547, 1.0408, 0.9555, 1.0554, 0.9782, 1.2893]}
{"unit_id": "orig:1988621219038384146", "ticker_idx": 0, "ts": "2025-11-12T14:53:40+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Calling bottom here $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calling the bottom on NBIS; bullish from current levels.", "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": "Calling bottom here $NBIS https://t.co/3rcd2WqlB8", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0832980135598822, "ret_signed_m1d": 0.0832980135598822, "alpha_spy_m1d": 0.08385409452815284, "alpha_c_m1d": 0.07748508738474302, "bench_spy_m1d": -0.0005560809682706447, "bench_c_m1d": 0.005812926175139177, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06072491860820306, "ret_signed_p1d": -0.06072491860820306, "alpha_spy_p1d": -0.044130922193416855, "alpha_c_p1d": -0.04654488015234448, "bench_spy_p1d": -0.016593996414786205, "bench_c_p1d": -0.014180038455858579, "ret_p1w": 0.007524364983892973, "ret_signed_p1w": 0.007524364983892973, "alpha_spy_p1w": 0.03788809686983685, "alpha_c_p1w": 0.028221883578869567, "bench_spy_p1w": -0.03036373188594388, "bench_c_p1w": -0.020697518594976594, "ret_p1m": -0.0008478362710598875, "ret_signed_p1m": -0.0008478362710598875, "alpha_spy_p1m": -0.00932043899474888, "alpha_c_p1m": -0.029648233983670003, "bench_spy_p1m": 0.008472602723688993, "bench_c_p1m": 0.028800397712610115, "ret_p3m": -0.01568464759813948, "ret_signed_p3m": -0.01568464759813948, "alpha_spy_p3m": -0.03415247928220111, "alpha_c_p3m": -0.04843410045174246, "bench_spy_p3m": 0.01846783168406163, "bench_c_p3m": 0.03274945285360298, "ret_p6m": 0.9581390745793523, "ret_signed_p6m": 0.9581390745793523, "alpha_spy_p6m": 0.8815116574732391, "alpha_c_p6m": 0.9176618357203026, "bench_spy_p6m": 0.0766274171061132, "bench_c_p6m": 0.04047723885904975, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0008478362710598875, "alpha_spy_stated": -0.00932043899474888, "alpha_c_stated": -0.029648233983670003, "price_path": [-0.241, -0.2312, -0.2879, -0.285, -0.2986, -0.269, -0.2579, -0.2531, -0.2571, -0.2365, -0.276, -0.276, -0.3035, -0.3043, -0.3121, -0.3062, -0.3211, 0.0144, -0.0103, -0.0548, -0.0419, -0.036, -0.0522, -0.003, -0.0025, 0.0525, 0.1297, 0.1424, 0.2, 0.1439, 0.1414, 0.1681, 0.1898, 0.2252, 0.3339, 0.3563, 0.3241, 0.2474, 0.2929, 0.4057, 0.3733, 0.4356, 0.3581, 0.3335, 0.3039, 0.2022, 0.1552, 0.1051, 0.0451, 0.1251, 0.2427, 0.3293, 0.2911, 0.3258, 0.316, 0.3864, 0.2767, 0.1715, 0.2399, 0.1598, 0.1793, 0.1652, 0.0833, 0.0, -0.0607, -0.1147, -0.0888, -0.0405, 0.0075, -0.103, -0.1176, -0.0261, -0.0581, 0.0035, 0.0035, 0.0054, 0.0614, 0.0221, 0.0483, 0.0894, 0.039, 0.0633, 0.0217, -0.0082, -0.0008, -0.0707, -0.1401, -0.1421, -0.2004, -0.1724, -0.0519, -0.012, -0.0459, -0.0342, -0.0342, -0.0717, -0.0882, -0.0974, -0.1129, -0.1129, -0.0467, -0.0162, 0.0623, 0.0196, 0.0312, 0.0378, 0.1375, 0.1173, 0.0808, 0.1009, 0.1523, 0.1523, 0.0522, 0.0478, 0.0264, 0.0015, -0.0307, 0.0372, 0.0643, 0.0058, -0.0972, -0.0657, -0.0467, -0.1269, -0.2171, -0.0875, -0.0157, -0.0272, -0.0609, -0.0491, 0.0387, 0.0387, 0.0335, 0.0788, 0.1404, 0.0377, 0.0662, 0.0871, 0.1246, 0.1115, -0.0336, -0.0355, -0.0801, 0.0362, 0.0137, -0.0533, 0.0061, 0.0219, 0.1869, 0.145, 0.197, 0.3761, 0.2328, 0.2565, 0.2878, 0.2465, 0.2097, 0.2178, 0.2197, 0.123, 0.0685, -0.0223, 0.0996, 0.0804, 0.1532, 0.1532, 0.1927, 0.2442, 0.3247, 0.4448, 0.5364, 0.638, 0.7162, 0.7674, 0.7522, 0.6653, 0.6867, 0.6591, 0.6547, 0.6647, 0.5596, 0.5362, 0.4361, 0.4963, 0.4649, 0.6372, 0.8696, 0.8643, 1.0675, 0.9581]}
{"unit_id": "reply:1969535060274467230", "ticker_idx": 0, "ts": "2025-09-20T22:52:05+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $eose and $flnc will do well", "tweet_type": "prediction", "timeline": "months", "summary": "Long EOSE and FLNC on anticipated Treasury IRA guidance update for integrators/battery storage during reconciliation.", "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": "August 19 Treasury released guidelines that allowed IRA credits to clarified for solar companies causing them to pump (see First Solar price action around that time). That announcement by treasury specifically provided that integrators and battery storage will receive updated guidance in the future. I suspect we will receive a mirrored treasury announcement either during upcoming reconciliation of budget in senate or shortly thereafter. I think $eose and $flnc will do well.", "reply_text": null, "parent_text": "@RJCcapital @pepemoonboy Nah, flnc is mostly an integrator dealing with lithium ion BESS which now has a lot of headwinds from the BBB, and recent lithium BESS fires. Besides flnc competes directly with tsla which seems nuts.", "quoted_text": null, "parent_author": "mymorristribe", "ret_m1d": -0.046874956344253316, "ret_signed_m1d": -0.046874956344253316, "alpha_spy_m1d": -0.042166276276185966, "alpha_c_m1d": -0.04354156499807327, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": -0.003333391346180048, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007812492724042275, "ret_signed_p1d": -0.007812492724042275, "alpha_spy_p1d": -0.002369113858948446, "alpha_c_p1d": -0.008073751734937962, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": 0.00026125901089568693, "ret_p1w": 0.09082034433231523, "ret_signed_p1w": 0.09082034433231523, "alpha_spy_p1w": 0.09555901775662345, "alpha_c_p1w": 0.09049359451814909, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": 0.00032674981416613846, "ret_p1m": 0.5917968360736259, "ret_signed_p1m": 0.5917968360736259, "alpha_spy_p1m": 0.5851235450281562, "alpha_c_p1m": 0.5795092121352987, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": 0.012287623938327163, "ret_p3m": 0.2021485053483063, "ret_signed_p3m": 0.2021485053483063, "alpha_spy_p3m": 0.18770730418545, "alpha_c_p3m": 0.19214863311070296, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.009999872237603347, "ret_p6m": -0.44921875072759576, "ret_signed_p6m": -0.44921875072759576, "alpha_spy_p6m": -0.45811459561413925, "alpha_c_p6m": -0.5411812183607028, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": 0.091962467633107, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5917968360736259, "alpha_spy_stated": 0.5851235450281562, "alpha_c_stated": 0.5795092121352987, "price_path": [-0.5889, -0.5566, -0.5693, -0.5, -0.5244, -0.5215, -0.5039, -0.5039, -0.4971, -0.5322, -0.5449, -0.5459, -0.5479, -0.4756, -0.4951, -0.5049, -0.4824, -0.4268, -0.4141, -0.4111, -0.3906, -0.3789, -0.3779, -0.3965, -0.4185, -0.4219, -0.4434, -0.4619, -0.3936, -0.3643, -0.3691, -0.3594, -0.3779, -0.3799, -0.4033, -0.3809, -0.3818, -0.4277, -0.3818, -0.4092, -0.415, -0.4121, -0.3828, -0.3877, -0.3242, -0.3047, -0.3037, -0.3262, -0.3262, -0.2666, -0.2559, -0.2832, -0.2959, -0.3291, -0.3184, -0.3291, -0.2949, -0.1992, -0.1914, -0.1904, -0.1699, -0.1211, -0.0469, 0.0, -0.0078, 0.04, 0.0244, -0.0117, 0.0908, 0.1123, 0.208, 0.207, 0.2305, 0.3535, 0.334, 0.4473, 0.4297, 0.3496, 0.665, 0.6582, 0.7852, 0.5088, 0.4688, 0.4658, 0.5918, 0.4707, 0.4023, 0.5684, 0.502, 0.4658, 0.4033, 0.3984, 0.5654, 0.5254, 0.377, 0.4512, 0.4932, 0.7832, 0.874, 0.8086, 0.6865, 0.4849, 0.3477, 0.2695, 0.3164, 0.248, 0.2578, 0.207, 0.2813, 0.3086, 0.3877, 0.3877, 0.4697, 0.3286, 0.248, 0.3232, 0.5225, 0.4639, 0.5068, 0.46, 0.4443, 0.6055, 0.4492, 0.3311, 0.2988, 0.1982, 0.2021, 0.2764, 0.2588, 0.168, 0.1738, 0.1738, 0.1572, 0.1084, 0.1084, 0.1191, 0.1191, 0.2666, 0.3145, 0.3818, 0.3652, 0.3691, 0.4922, 0.5752, 0.6426, 0.6895, 0.6484, 0.7041, 0.7041, 0.6914, 0.7119, 0.7793, 0.6709, 0.5811, 0.4658, 0.6289, 0.5732, 0.4297, 0.3789, 0.4067, 0.2109, 0.1016, 0.2021, 0.293, 0.1934, 0.1309, 0.0537, 0.084, 0.084, 0.1182, 0.1289, 0.1182, 0.0449, 0.0137, 0.1211, 0.0869, -0.3418, -0.4438, -0.4238, -0.4082, -0.3408, -0.3438, -0.4014, -0.3975, -0.374, -0.3701, -0.4023, -0.4424, -0.457, -0.4492]}
{"unit_id": "reply:1969535060274467230", "ticker_idx": 1, "ts": "2025-09-20T22:52:05+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 $eose and $flnc will do well", "tweet_type": "prediction", "timeline": "months", "summary": "Long EOSE and FLNC on anticipated Treasury IRA guidance update for integrators/battery storage during reconciliation.", "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": "August 19 Treasury released guidelines that allowed IRA credits to clarified for solar companies causing them to pump (see First Solar price action around that time). That announcement by treasury specifically provided that integrators and battery storage will receive updated guidance in the future. I suspect we will receive a mirrored treasury announcement either during upcoming reconciliation of budget in senate or shortly thereafter. I think $eose and $flnc will do well.", "reply_text": null, "parent_text": "@RJCcapital @pepemoonboy Nah, flnc is mostly an integrator dealing with lithium ion BESS which now has a lot of headwinds from the BBB, and recent lithium BESS fires. Besides flnc competes directly with tsla which seems nuts.", "quoted_text": null, "parent_author": "mymorristribe", "ret_m1d": -0.11698119624223546, "ret_signed_m1d": -0.11698119624223546, "alpha_spy_m1d": -0.11227251617416811, "alpha_c_m1d": -0.11227251617416811, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": -0.00470868006806735, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03679248389505052, "ret_signed_p1d": -0.03679248389505052, "alpha_spy_p1d": -0.03134910502995669, "alpha_c_p1d": -0.03134910502995669, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.005443378865093829, "ret_p1w": 0.07547162342173652, "ret_signed_p1w": 0.07547162342173652, "alpha_spy_p1w": 0.08021029684604475, "alpha_c_p1w": 0.08021029684604475, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": -0.004738673424308226, "ret_p1m": 0.5339622305397815, "ret_signed_p1m": 0.5339622305397815, "alpha_spy_p1m": 0.5272889394943119, "alpha_c_p1m": 0.5272889394943119, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": 0.006673291045469654, "ret_p3m": 0.8216979972660137, "ret_signed_p3m": 0.8216979972660137, "alpha_spy_p3m": 0.8072567961031574, "alpha_c_p3m": 0.8072567961031574, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.014441201162856299, "ret_p6m": 0.5566037175663023, "ret_signed_p6m": 0.5566037175663023, "alpha_spy_p6m": 0.5477078726797588, "alpha_c_p6m": 0.5477078726797588, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": 0.008895844886543491, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5339622305397815, "alpha_spy_stated": 0.5272889394943119, "alpha_c_stated": 0.5272889394943119, "price_path": [-0.416, -0.4057, -0.4208, -0.367, -0.3075, -0.2943, -0.2066, -0.2066, -0.2472, -0.2066, -0.1755, -0.1915, -0.2292, -0.2509, -0.2151, -0.2198, -0.2226, -0.1547, -0.1009, -0.0368, -0.1094, -0.117, -0.1151, -0.166, -0.2028, -0.2264, -0.234, -0.266, -0.2, -0.1934, -0.2028, -0.1443, -0.133, -0.1377, -0.3047, -0.2877, -0.2863, -0.25, -0.2396, -0.2623, -0.2943, -0.3547, -0.2887, -0.2953, -0.2849, -0.3132, -0.2689, -0.3019, -0.3019, -0.3462, -0.3632, -0.3632, -0.2877, -0.3198, -0.3604, -0.3623, -0.3453, -0.3396, -0.3028, -0.2925, -0.2981, -0.2528, -0.117, 0.0, -0.0368, 0.0547, 0.1066, 0.1236, 0.0755, 0.0189, 0.2689, 0.2311, 0.3009, 0.4396, 0.3047, 0.4113, 0.4057, 0.2349, 0.4991, 0.7406, 1.0226, 0.8472, 0.7288, 0.7406, 0.534, 0.4358, 0.5123, 0.8415, 0.7679, 0.7075, 0.9132, 0.9311, 0.9811, 0.9632, 0.8094, 0.9547, 0.8698, 0.9613, 1.0557, 0.9557, 0.8123, 0.533, 0.6896, 0.6255, 0.6057, 0.5858, 0.4632, 0.4528, 0.4906, 0.5821, 0.7915, 0.7915, 0.8528, 0.8292, 0.883, 0.8726, 1.2019, 1.2604, 1.1566, 1.2585, 1.2462, 1.433, 1.0934, 1.0302, 1.0104, 0.7519, 0.8217, 0.883, 0.9292, 0.8557, 0.8708, 0.8708, 0.9066, 0.884, 0.8736, 0.866, 0.866, 1.1708, 1.0991, 1.0594, 0.9396, 0.9981, 1.1887, 1.1962, 1.2472, 1.1368, 1.4057, 1.5547, 1.5547, 1.4066, 1.4849, 1.5726, 1.5415, 1.5585, 1.683, 1.9236, 1.9783, 1.9028, 1.9142, 2.0406, 1.7349, 0.7877, 0.834, 0.8302, 0.7915, 0.6528, 0.6453, 0.7415, 0.7415, 0.6774, 0.6443, 0.5623, 0.5613, 0.516, 0.5557, 0.5406, 0.5283, 0.466, 0.4264, 0.4075, 0.4906, 0.4868, 0.3943, 0.4811, 0.5925, 0.6142, 0.5491, 0.5453, 0.583, 0.5566]}
{"unit_id": "quote:1979599773964324985", "ticker_idx": 0, "ts": "2025-10-18T17:25:39+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fintwit is finally starting to catch on $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish FLNC thesis; stock gaining recognition on fintwit.", "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": "Fintwit is finally starting to catch on $FLNC", "reply_text": null, "parent_text": null, "quoted_text": "$FLNC is one of the leaders in energy storage.\n\nIt generated $2.45 billion in revenue last year.\n\nMarket cap? $3.3 billion. \n\nIt's trading at 1.3x sales despite 34% annual growth since 2020.\n\nMeanwhile, the storage capacity in the US is projected to triple by 2030.\n\nLong $FLNC. https://t.co/iTbSshZl2U", "parent_author": null, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.07750678840340353, "alpha_spy_stated": -0.06079294929915491, "alpha_c_stated": -0.06079294929915491, "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]}
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{"unit_id": "reply:1985398590756233217", "ticker_idx": 0, "ts": "2025-11-03T17:28:05+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i think $nbis is better", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers NBIS over IREN for sector exposure; implied bullish on NBIS.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@mixmastamike23 @LiebermanAustin @NighthawkTradez i think $nbis is better but i can't fault anyone for getting exposure to the sector", "reply_text": null, "parent_text": "@RJCcapital @LiebermanAustin @NighthawkTradez @RJCcapital haven’t you been bashing IREN for a while now?", "quoted_text": null, "parent_author": "mixmastamike23", "ret_m1d": 0.08591355523068556, "ret_signed_m1d": 0.08591355523068556, "alpha_spy_m1d": 0.08778677955136927, "alpha_c_m1d": 0.07517320928842075, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.010740345942264806, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08242716198685718, "ret_signed_p1d": -0.08242716198685718, "alpha_spy_p1d": -0.07057361462683809, "alpha_c_p1d": -0.07556039454416452, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.006866767442692656, "ret_p1w": -0.08732467971995872, "ret_signed_p1w": -0.08732467971995872, "alpha_spy_p1w": -0.08454420242780536, "alpha_c_p1w": -0.08459553986936608, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027291398505926434, "ret_p1m": -0.19938577263277246, "ret_signed_p1m": -0.19938577263277246, "alpha_spy_p1m": -0.1967370514550979, "alpha_c_p1m": -0.2138236869377269, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.014437914304954447, "ret_p3m": -0.21216898231591608, "ret_signed_p3m": -0.21216898231591608, "alpha_spy_p3m": -0.2308284579626041, "alpha_c_p3m": -0.2701653729220579, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.05799639060614181, "ret_p6m": 0.12484430259595736, "ret_signed_p6m": 0.12484430259595736, "alpha_spy_p6m": 0.07742678097800315, "alpha_c_p6m": 0.0992672577336371, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.025577044862320264, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19938577263277246, "alpha_spy_stated": -0.1967370514550979, "alpha_c_stated": -0.2138236869377269, "price_path": [-0.5427, -0.4579, -0.4291, -0.417, -0.3747, -0.4137, -0.4317, -0.4055, -0.3979, -0.4423, -0.4399, -0.4507, -0.4274, -0.4188, -0.415, -0.4181, -0.402, -0.4329, -0.4329, -0.4545, -0.4551, -0.4612, -0.4565, -0.4682, -0.2054, -0.2248, -0.2596, -0.2495, -0.245, -0.2577, -0.2191, -0.2187, -0.1756, -0.1151, -0.1052, -0.0601, -0.104, -0.106, -0.0851, -0.0681, -0.0403, 0.0448, 0.0623, 0.0371, -0.023, 0.0127, 0.101, 0.0756, 0.1244, 0.0638, 0.0445, 0.0213, -0.0584, -0.0952, -0.1344, -0.1814, -0.1188, -0.0266, 0.0412, 0.0113, 0.0384, 0.0308, 0.0859, 0.0, -0.0824, -0.0288, -0.0916, -0.0763, -0.0873, -0.1515, -0.2167, -0.2643, -0.3065, -0.2863, -0.2484, -0.2108, -0.2974, -0.3089, -0.2372, -0.2622, -0.214, -0.214, -0.2125, -0.1687, -0.1994, -0.1789, -0.1467, -0.1862, -0.1672, -0.1997, -0.2231, -0.2174, -0.2721, -0.3265, -0.328, -0.3737, -0.3518, -0.2574, -0.2261, -0.2527, -0.2435, -0.2435, -0.2729, -0.2858, -0.293, -0.3052, -0.3052, -0.2533, -0.2294, -0.1679, -0.2014, -0.1923, -0.1871, -0.1091, -0.1248, -0.1535, -0.1377, -0.0975, -0.0975, -0.1758, -0.1793, -0.1961, -0.2156, -0.2408, -0.1876, -0.1663, -0.2122, -0.2929, -0.2682, -0.2533, -0.3161, -0.3868, -0.2853, -0.229, -0.2381, -0.2645, -0.2552, -0.1864, -0.1864, -0.1905, -0.155, -0.1067, -0.1872, -0.1649, -0.1485, -0.1191, -0.1294, -0.243, -0.2445, -0.2795, -0.1883, -0.206, -0.2585, -0.2119, -0.1996, -0.0703, -0.1032, -0.0624, 0.0779, -0.0344, -0.0159, 0.0087, -0.0237, -0.0525, -0.0462, -0.0447, -0.1204, -0.1631, -0.2342, -0.1387, -0.1537, -0.0967, -0.0967, -0.0658, -0.0255, 0.0376, 0.1317, 0.2034, 0.283, 0.3442, 0.3843, 0.3725, 0.3044, 0.3212, 0.2995, 0.2961, 0.3039, 0.2215, 0.2033, 0.1248]}
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{"unit_id": "orig:1975010726357213553", "ticker_idx": 1, "ts": "2025-10-06T01:30:25+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you're not invested in Battery Storage you must really not like money", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on battery storage stocks FLNC and EOSE; says not owning them is leaving money on the table.", "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": "Overnight markets indicate that $FLNC is up 5% while $EOSE is up 10%\n\nIf you're not invested in Battery Storage you must really not like money https://t.co/kW2v5SnbHX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09090904086714735, "ret_signed_m1d": -0.09090904086714735, "alpha_spy_m1d": -0.08733558428783361, "alpha_c_m1d": -0.08626777275260378, "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": -0.014430001025922401, "ret_signed_p1d": -0.014430001025922401, "alpha_spy_p1d": -0.01072248713660462, "alpha_c_p1d": -0.008757450240410192, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.005672550785512209, "ret_p1w": 0.23015870558456153, "ret_signed_p1w": 0.23015870558456153, "alpha_spy_p1w": 0.24291907388205114, "alpha_c_p1w": 0.25381619511868947, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02365748953412794, "ret_p1m": 0.01731607003877933, "ret_signed_p1m": 0.01731607003877933, "alpha_spy_p1m": 0.011911077224086242, "alpha_c_p1m": 0.033560508439681946, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.016244438400902617, "ret_p3m": -0.1731601499264136, "ret_signed_p3m": -0.1731601499264136, "alpha_spy_p3m": -0.1915116152057993, "alpha_c_p3m": -0.1765205002728022, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.0033603503463885964, "ret_p6m": -0.6421356305187624, "ret_signed_p6m": -0.6421356305187624, "alpha_spy_p6m": -0.6159791525589112, "alpha_c_p6m": -0.6911908122776202, "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": 0.01731607003877933, "alpha_spy_stated": 0.011911077224086242, "alpha_c_stated": 0.033560508439681946, "price_path": [-0.6638, -0.6645, -0.6659, -0.6126, -0.627, -0.6342, -0.6176, -0.5765, -0.5671, -0.5649, -0.5498, -0.5411, -0.5404, -0.5541, -0.5703, -0.5729, -0.5887, -0.6025, -0.5519, -0.5303, -0.5339, -0.5267, -0.5404, -0.5418, -0.5592, -0.5426, -0.5433, -0.5772, -0.5433, -0.5635, -0.5678, -0.5657, -0.544, -0.5476, -0.5007, -0.4863, -0.4856, -0.5022, -0.5022, -0.4582, -0.4502, -0.4704, -0.4798, -0.5043, -0.4964, -0.5043, -0.4791, -0.4084, -0.4026, -0.4019, -0.3867, -0.3506, -0.2958, -0.2612, -0.267, -0.2316, -0.2431, -0.2698, -0.1941, -0.1782, -0.1075, -0.1082, -0.0909, 0.0, -0.0144, 0.0693, 0.0563, -0.0029, 0.2302, 0.2251, 0.3189, 0.1147, 0.0851, 0.083, 0.176, 0.0866, 0.0361, 0.1587, 0.1097, 0.083, 0.0368, 0.0332, 0.1566, 0.127, 0.0173, 0.0722, 0.1032, 0.3175, 0.3846, 0.3362, 0.246, 0.097, -0.0043, -0.062, -0.0274, -0.0779, -0.0707, -0.1082, -0.0534, -0.0332, 0.0253, 0.0253, 0.0859, -0.0184, -0.0779, -0.0224, 0.1248, 0.0815, 0.1133, 0.0786, 0.0671, 0.1861, 0.0707, -0.0166, -0.0404, -0.1147, -0.1118, -0.057, -0.07, -0.1371, -0.1328, -0.1328, -0.145, -0.1811, -0.1811, -0.1732, -0.1732, -0.0642, -0.0289, 0.0209, 0.0087, 0.0115, 0.1025, 0.1638, 0.2136, 0.2482, 0.2179, 0.259, 0.259, 0.2496, 0.2648, 0.3146, 0.2345, 0.1681, 0.083, 0.2035, 0.1623, 0.0563, 0.0188, 0.0393, -0.1053, -0.1861, -0.1118, -0.0447, -0.1183, -0.1645, -0.2215, -0.1991, -0.1991, -0.1739, -0.1659, -0.1739, -0.228, -0.2511, -0.1717, -0.197, -0.5137, -0.5891, -0.5743, -0.5628, -0.513, -0.5152, -0.5577, -0.5548, -0.5375, -0.5346, -0.5584, -0.588, -0.5988, -0.5931, -0.619, -0.6017, -0.6255, -0.6147, -0.6328, -0.632, -0.6522, -0.6494, -0.6829, -0.6421]}
{"unit_id": "orig:1983717657896460337", "ticker_idx": 0, "ts": "2025-10-30T02:08:39+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS - You're not bullish enough.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Argues market is underestimating NBIS upside, citing Microsoft's massive AI/data center capacity expansion as a demand signal.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS - You're not bullish enough.\n\nSatya Nadella: We have the most expansive data center fleet for the AI era, and we are adding capacity at an unprecedented scale. We will increase our total AI capacity by over 80% this year and roughly double our total data center footprint over the next two years, reflecting the demand signals we see.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007408585655374278, "ret_signed_m1d": 0.007408585655374278, "alpha_spy_m1d": -0.003711906743655291, "alpha_c_m1d": -0.009823732722910039, "bench_spy_m1d": 0.011120492399029569, "bench_c_m1d": 0.017232318378284317, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05347082463138153, "ret_signed_p1d": 0.05347082463138153, "alpha_spy_p1d": 0.05019060254379837, "alpha_c_p1d": 0.04918466473649907, "bench_spy_p1d": 0.0032802220875831622, "bench_c_p1d": 0.0042861598948824575, "ret_p1w": -0.11869864573639544, "ret_signed_p1w": -0.11869864573639544, "alpha_spy_p1w": -0.10469514988650641, "alpha_c_p1w": -0.1019036438858475, "bench_spy_p1w": -0.014003495849889025, "bench_c_p1w": -0.01679500185054794, "ret_p1m": -0.2360283257091611, "ret_signed_p1m": -0.2360283257091611, "alpha_spy_p1m": -0.24126494915883834, "alpha_c_p1m": -0.2453880711470353, "bench_spy_p1m": 0.005236623449677236, "bench_c_p1m": 0.009359745437874212, "ret_p3m": -0.2118698461421823, "ret_signed_p3m": -0.2118698461421823, "alpha_spy_p3m": -0.23792794995909305, "alpha_c_p3m": -0.2377485601002699, "bench_spy_p3m": 0.02605810381691076, "bench_c_p3m": 0.025878713958087607, "ret_p6m": 0.18505398051586086, "ret_signed_p6m": 0.18505398051586086, "alpha_spy_p6m": 0.1288999567263751, "alpha_c_p6m": 0.1678745926566405, "bench_spy_p6m": 0.05615402378948575, "bench_c_p6m": 0.017179387859220352, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2360283257091611, "alpha_spy_stated": -0.24126494915883834, "alpha_c_stated": -0.2453880711470353, "price_path": [-0.5638, -0.5557, -0.5564, -0.4741, -0.4461, -0.4344, -0.3934, -0.4312, -0.4487, -0.4233, -0.4158, -0.4589, -0.4567, -0.4671, -0.4445, -0.4361, -0.4324, -0.4355, -0.4199, -0.4498, -0.4498, -0.4708, -0.4713, -0.4773, -0.4728, -0.4841, -0.2292, -0.2479, -0.2818, -0.2719, -0.2675, -0.2798, -0.2424, -0.2421, -0.2003, -0.1416, -0.1319, -0.0882, -0.1308, -0.1327, -0.1124, -0.0959, -0.069, 0.0136, 0.0306, 0.0061, -0.0522, -0.0176, 0.0681, 0.0435, 0.0908, 0.032, 0.0133, -0.0092, -0.0865, -0.1222, -0.1603, -0.2058, -0.1451, -0.0557, 0.0101, -0.0189, 0.0074, 0.0, 0.0535, -0.0299, -0.1098, -0.0578, -0.1187, -0.1039, -0.1146, -0.1768, -0.2401, -0.2863, -0.3273, -0.3076, -0.2709, -0.2344, -0.3184, -0.3295, -0.2599, -0.2843, -0.2375, -0.2375, -0.236, -0.1935, -0.2233, -0.2034, -0.1722, -0.2105, -0.1921, -0.2236, -0.2463, -0.2408, -0.2938, -0.3466, -0.3481, -0.3924, -0.3712, -0.2796, -0.2492, -0.275, -0.2661, -0.2661, -0.2947, -0.3071, -0.3141, -0.3259, -0.3259, -0.2756, -0.2525, -0.1928, -0.2252, -0.2165, -0.2114, -0.1357, -0.151, -0.1788, -0.1634, -0.1244, -0.1244, -0.2004, -0.2038, -0.2201, -0.239, -0.2635, -0.2119, -0.1913, -0.2357, -0.314, -0.2901, -0.2756, -0.3365, -0.4051, -0.3067, -0.2521, -0.2608, -0.2864, -0.2774, -0.2107, -0.2107, -0.2147, -0.1802, -0.1334, -0.2115, -0.1898, -0.1739, -0.1454, -0.1554, -0.2657, -0.2671, -0.301, -0.2126, -0.2297, -0.2806, -0.2355, -0.2235, -0.0981, -0.13, -0.0904, 0.0457, -0.0632, -0.0453, -0.0214, -0.0528, -0.0808, -0.0746, -0.0732, -0.1466, -0.1881, -0.257, -0.1644, -0.179, -0.1237, -0.1237, -0.0937, -0.0546, 0.0066, 0.0978, 0.1674, 0.2446, 0.3041, 0.343, 0.3315, 0.2654, 0.2817, 0.2607, 0.2574, 0.2649, 0.1851]}
{"unit_id": "reply:1991509773402140888", "ticker_idx": 0, "ts": "2025-11-20T14:11:45+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's about to go to $50", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Predicts FLNC will reach $50, implying further upside from current levels.", "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": "@victor_privin It’s about to go to $50", "reply_text": null, "parent_text": "A quick note, since I’m getting a lot of DMs asking whether I liquidated my $FLNC position or if something changed.\n\nNothing dramatic. The stock went from $4 to $20, the thesis played out, and I trimmed now - taking profits and reducing about 2/3 of the position. I’m still", "quoted_text": null, "parent_author": "victor_privin", "ret_m1d": 0.08381684190047678, "ret_signed_m1d": 0.08381684190047678, "alpha_spy_m1d": 0.06833869312170182, "alpha_c_m1d": 0.06833869312170182, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.015478148778774958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007092237829031456, "ret_signed_p1d": -0.007092237829031456, "alpha_spy_p1d": -0.0170533759979965, "alpha_c_p1d": -0.0170533759979965, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.009961138168965045, "ret_p1w": 0.22437134048238572, "ret_signed_p1w": 0.22437134048238572, "alpha_spy_p1w": 0.18276411338522291, "alpha_c_p1w": 0.18276411338522291, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.0416072270971628, "ret_p1m": 0.28691159187117776, "ret_signed_p1m": 0.28691159187117776, "alpha_spy_p1m": 0.2408277941971535, "alpha_c_p1m": 0.2408277941971535, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.04608379767402426, "ret_p3m": 0.14635721626467846, "ret_signed_p3m": 0.14635721626467846, "alpha_spy_p3m": 0.09679984654084217, "alpha_c_p3m": 0.09679984654084217, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.049557369723836286, "ret_p6m": 0.3391360510161028, "ret_signed_p6m": 0.3391360510161028, "alpha_spy_p6m": 0.19991061297406154, "alpha_c_p6m": 0.19991061297406154, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.13922543804204124, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28691159187117776, "alpha_spy_stated": 0.2408277941971535, "alpha_c_stated": 0.2408277941971535, "price_path": [-0.5184, -0.5113, -0.5306, -0.5003, -0.5229, -0.5229, -0.5532, -0.5648, -0.5648, -0.5132, -0.5351, -0.5629, -0.5642, -0.5525, -0.5487, -0.5235, -0.5164, -0.5203, -0.4894, -0.3965, -0.3166, -0.3417, -0.2792, -0.2437, -0.2321, -0.265, -0.3037, -0.1328, -0.1586, -0.1109, -0.0161, -0.1083, -0.0355, -0.0393, -0.156, 0.0245, 0.1896, 0.3823, 0.2624, 0.1815, 0.1896, 0.0484, -0.0187, 0.0335, 0.2585, 0.2083, 0.167, 0.3075, 0.3198, 0.354, 0.3417, 0.2366, 0.3359, 0.2779, 0.3404, 0.4049, 0.3366, 0.2386, 0.0477, 0.1547, 0.1109, 0.0974, 0.0838, 0.0, -0.0071, 0.0187, 0.0812, 0.2244, 0.2244, 0.2663, 0.2502, 0.2869, 0.2798, 0.5048, 0.5448, 0.4739, 0.5435, 0.5351, 0.6628, 0.4307, 0.3875, 0.374, 0.1973, 0.245, 0.2869, 0.3185, 0.2682, 0.2785, 0.2785, 0.303, 0.2876, 0.2805, 0.2753, 0.2753, 0.4836, 0.4346, 0.4075, 0.3256, 0.3656, 0.4958, 0.501, 0.5358, 0.4603, 0.6441, 0.746, 0.746, 0.6447, 0.6983, 0.7582, 0.7369, 0.7485, 0.8337, 0.9981, 1.0355, 0.9839, 0.9916, 1.078, 0.8691, 0.2218, 0.2534, 0.2508, 0.2244, 0.1296, 0.1244, 0.1902, 0.1902, 0.1464, 0.1238, 0.0677, 0.0671, 0.0361, 0.0632, 0.0529, 0.0445, 0.0019, -0.0251, -0.038, 0.0187, 0.0161, -0.0471, 0.0123, 0.0883, 0.1032, 0.0587, 0.0561, 0.0819, 0.0638, 0.0309, 0.0335, -0.0245, -0.0097, 0.0413, 0.0542, -0.0355, -0.0877, -0.1618, -0.1128, -0.1605, -0.1425, -0.1425, -0.1489, -0.1457, -0.1541, -0.1257, -0.1115, -0.1199, -0.0458, -0.0193, -0.0342, -0.1273, -0.1857, -0.1767, -0.1296, -0.1283, -0.1373, -0.1386, -0.2037, -0.2373, -0.2147, -0.2141, -0.205, -0.1818, -0.1257, 0.2231, 0.5577, 0.6267, 0.372, 0.4249, 0.3501, 0.3391]}
{"unit_id": "orig:1970840813979500867", "ticker_idx": 0, "ts": "2025-09-24T13:20:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS PRICE TARGET HAS BEEN RAISED BY NORTHLAND SECURITIES TO $206 PER SHARE", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Northland Securities raises NBIS price target to $206; author shares the bullish PT raise.", "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": "JUST NOW - $NBIS PRICE TARGET HAS BEEN RAISED BY NORTHLAND SECURITIES TO $206 PER SHARE https://t.co/g4LgOErDzi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04795549010149591, "ret_signed_m1d": -0.04795549010149591, "alpha_spy_m1d": -0.051147403016050697, "alpha_c_m1d": -0.05630091290607264, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.00834542280457673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04671907408544129, "ret_signed_p1d": -0.04671907408544129, "alpha_spy_p1d": -0.042105699180007616, "alpha_c_p1d": -0.04331280314575492, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.0034062709396863733, "ret_p1w": 0.02101913965254898, "ret_signed_p1w": 0.02101913965254898, "alpha_spy_p1w": 0.009901109994354229, "alpha_c_p1w": 0.027150466678881213, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": -0.006131327026332234, "ret_p1m": -0.06243927832923879, "ret_signed_p1m": -0.06243927832923879, "alpha_spy_p1m": -0.07856407505877783, "alpha_c_p1m": -0.04387504270560272, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": -0.01856423562363607, "ret_p3m": -0.17663162948917555, "ret_signed_p3m": -0.17663162948917555, "alpha_spy_p3m": -0.2155874143879991, "alpha_c_p3m": -0.1732907200362066, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": -0.003340909452968943, "ret_p6m": 0.07321375112919815, "ret_signed_p6m": 0.07321375112919815, "alpha_spy_p6m": 0.07223101542273391, "alpha_c_p6m": 0.10662704138120438, "bench_spy_p6m": 0.0009827357064642328, "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": -0.06243927832923879, "alpha_spy_stated": -0.07856407505877783, "alpha_c_stated": -0.04387504270560272, "price_path": [-0.5422, -0.5113, -0.5557, -0.5587, -0.5562, -0.5562, -0.5775, -0.584, -0.5933, -0.5899, -0.6088, -0.5412, -0.5272, -0.5292, -0.5258, -0.5338, -0.5375, -0.5495, -0.5418, -0.5393, -0.5463, -0.5341, -0.5549, -0.547, -0.5193, -0.5408, -0.5216, -0.5128, -0.5135, -0.4232, -0.3926, -0.3797, -0.3347, -0.3762, -0.3954, -0.3675, -0.3594, -0.4066, -0.4041, -0.4155, -0.3908, -0.3816, -0.3776, -0.3809, -0.3638, -0.3966, -0.3966, -0.4196, -0.4202, -0.4267, -0.4218, -0.4342, -0.1546, -0.1752, -0.2123, -0.2015, -0.1967, -0.2102, -0.1691, -0.1688, -0.1229, -0.0586, -0.048, 0.0, -0.0467, -0.0488, -0.0266, -0.0085, 0.021, 0.1116, 0.1303, 0.1034, 0.0395, 0.0775, 0.1714, 0.1444, 0.1963, 0.1318, 0.1113, 0.0866, 0.0019, -0.0374, -0.079, -0.129, -0.0624, 0.0356, 0.1077, 0.076, 0.1048, 0.0967, 0.1553, 0.0639, -0.0238, 0.0333, -0.0335, -0.0172, -0.029, -0.0972, -0.1667, -0.2173, -0.2622, -0.2407, -0.2004, -0.1604, -0.2525, -0.2647, -0.1884, -0.215, -0.1637, -0.1637, -0.1621, -0.1155, -0.1482, -0.1264, -0.0921, -0.1342, -0.1139, -0.1485, -0.1735, -0.1674, -0.2256, -0.2834, -0.2851, -0.3337, -0.3103, -0.2099, -0.1766, -0.2049, -0.1952, -0.1952, -0.2264, -0.2401, -0.2478, -0.2608, -0.2608, -0.2056, -0.1802, -0.1147, -0.1503, -0.1407, -0.1351, -0.0521, -0.0689, -0.0994, -0.0825, -0.0397, -0.0397, -0.1231, -0.1268, -0.1447, -0.1654, -0.1923, -0.1357, -0.113, -0.1618, -0.2476, -0.2214, -0.2056, -0.2724, -0.3476, -0.2396, -0.1797, -0.1893, -0.2174, -0.2075, -0.1344, -0.1344, -0.1387, -0.1009, -0.0496, -0.1352, -0.1115, -0.0941, -0.0628, -0.0737, -0.1946, -0.1962, -0.2334, -0.1364, -0.1553, -0.2111, -0.1615, -0.1484, -0.0109, -0.0458, -0.0025, 0.1468, 0.0274, 0.0471, 0.0732]}
{"unit_id": "thread:1975625319366201579", "ticker_idx": 0, "ts": "2025-10-07T18:12:36+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BUY THE DIP. Its a DAMN good thing that $NBIS is at 100% utilization.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strong buy on NBIS at 100% GPU utilization vs ORCL's under-utilization losses; implied bearish ORCL contrast.", "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": "More info coming out from the Oracle article which reported that $ORCL is seeing a $100M loss from renting GPU's in their most recent quarter.\n\n\"The reason for the loss? Under-utilization and ramp costs.\"\n\nIts a DAMN good thing that $NBIS is at 100% utilization. I repeat. They are at 100% utilization. 100%. Not 99%. 100%\n\nBUY THE DIP.\n\n---\n\nFull Quote: \n\n\"The reason for the loss? Under-utilization and ramp costs. These are brand-new GPU clusters that cost billions to deploy. When customers like OpenAI or Elon’s xAI aren’t yet fully using the capacity, Oracle eats the operational cost temporarily. Add in power, cooling, and interest on financing (KeyBanc estimated Oracle may need to borrow up to $100B over four years for AI buildouts), and that short-term pain adds up fast.\"\n\n---\n\nFrom the Q2 Earnings call where we are at full utilization. https://t.co/NvboS28GPu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763492888399302, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877438838053804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.016799547268621873, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.02274684519888437, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005947297930262496, "alpha_spy_stated": -0.018590888135602834, "alpha_c_stated": 0.016799547268621873, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
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{"unit_id": "orig:1994431457780007140", "ticker_idx": 0, "ts": "2025-11-28T15:41:28+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SNDK PRIMED FOR MARGIN EXPANSION AS NAND REMAINS CONSTRAINED", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish SNDK on margin expansion from constrained NAND, U.S. fab with Kioxia, and S&P 500 inclusion.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK PRIMED FOR MARGIN EXPANSION AS NAND REMAINS CONSTRAINED; U.S. FAB WITH KIOXIA; ADDED TO S&P 500 https://t.co/LWMumeOurF https://t.co/Wn334a7shH", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03690436016756238, "ret_signed_m1d": -0.03690436016756238, "alpha_spy_m1d": -0.03147555869401897, "alpha_c_m1d": -0.028379527275182226, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.008524832892380152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05871551720720969, "ret_signed_p1d": -0.05871551720720969, "alpha_spy_p1d": -0.05415004690604519, "alpha_c_p1d": -0.05916981529097953, "bench_spy_p1d": -0.004565470301164498, "bench_c_p1d": 0.00045429808376984404, "ret_p1w": 0.023244367922701237, "ret_signed_p1w": 0.023244367922701237, "alpha_spy_p1w": 0.01987884420252639, "alpha_c_p1w": -0.001142468822435072, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.02438683674513631, "ret_p1m": 0.09391795653595958, "ret_signed_p1m": 0.09391795653595958, "alpha_spy_p1m": 0.08441753144418951, "alpha_c_p1m": 0.07308597018288565, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.020831986353073928, "ret_p3m": 1.8322286292552974, "ret_signed_p3m": 1.8322286292552974, "alpha_spy_p3m": 1.8149497586981502, "alpha_c_p3m": 1.8314116634269912, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.0008169658283061487, "ret_p6m": 5.622581285786706, "ret_signed_p6m": 5.622581285786706, "alpha_spy_p6m": 5.525278630622356, "alpha_c_p6m": 5.358600808187113, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.2639804775995933, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09391795653595958, "alpha_spy_stated": 0.08441753144418951, "alpha_c_stated": 0.07308597018288565, "price_path": [-0.7713, -0.7626, -0.7201, -0.693, -0.6843, -0.6842, -0.6689, -0.6224, -0.6143, -0.5965, -0.59, -0.5791, -0.5572, -0.5422, -0.5391, -0.5235, -0.5529, -0.5777, -0.565, -0.4917, -0.4975, -0.4575, -0.444, -0.4249, -0.4573, -0.4583, -0.4094, -0.4192, -0.4764, -0.3971, -0.4299, -0.3537, -0.3539, -0.3723, -0.337, -0.3314, -0.3419, -0.2518, -0.1662, -0.2096, -0.2139, -0.0847, -0.123, -0.1073, -0.0729, -0.1286, -0.0304, -0.0698, 0.0726, 0.2001, 0.2163, 0.2679, 0.0909, 0.1383, 0.1908, 0.097, 0.1016, -0.1224, -0.1031, 0.0165, -0.0125, -0.0369, -0.0369, 0.0, -0.0587, -0.0803, -0.1294, -0.0447, 0.0232, 0.0098, -0.0171, 0.0429, 0.0821, -0.0766, -0.0959, -0.0626, -0.0737, -0.0171, 0.0642, 0.0796, 0.0968, 0.12, 0.12, 0.1199, 0.0939, 0.0759, 0.0631, 0.0631, 0.2327, 0.2275, 0.5659, 0.5835, 0.4983, 0.6903, 0.7434, 0.7458, 0.7369, 0.8329, 0.8525, 0.8525, 1.0294, 1.2451, 1.2547, 1.1221, 1.1086, 1.1562, 1.3631, 1.4154, 1.5808, 1.9794, 2.115, 1.618, 1.5806, 1.678, 1.6129, 1.4258, 1.6843, 1.8229, 1.8062, 1.8062, 1.6451, 1.689, 1.7817, 1.911, 1.985, 1.8597, 1.8322, 1.9197, 1.8456, 1.7727, 1.5323, 1.683, 1.5331, 1.3617, 1.6367, 1.7718, 1.9355, 1.7715, 1.9632, 2.1513, 2.2254, 2.3755, 2.4579, 2.1786, 2.1462, 2.1462, 2.0359, 1.7014, 1.7581, 1.564, 1.8455, 2.1025, 2.1422, 2.1422, 2.2454, 2.1834, 2.4974, 2.8139, 2.8148, 3.2659, 3.2299, 2.9937, 3.118, 3.1248, 3.0891, 3.0464, 3.3849, 3.1761, 3.4334, 3.7931, 3.4892, 3.7663, 3.9109, 4.3162, 4.6246, 5.2985, 5.3149, 5.0013, 5.9972, 5.931, 5.5031, 5.4817, 5.1928, 5.3042, 4.9701, 5.1953, 5.2368, 5.9072, 5.6226, 5.6226]}
{"unit_id": "orig:1985359828034756721", "ticker_idx": 0, "ts": "2025-11-03T14:54:03+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if you haven't invested yet and are thinking about doing so here is my 30 page deep dive I wrote this weekend", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implicitly bullish on FLNC, sharing a 30-page deep dive as an investment case.", "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 is currently up 6%. if you haven’t invested yet and are thinking about doing so here is my 30 page deep dive I wrote this weekend.\n\nhttps://t.co/NlK7uewMNA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009130251750778307, "ret_signed_m1d": 0.009130251750778307, "alpha_spy_m1d": 0.011003476071462015, "alpha_c_m1d": 0.011003476071462015, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.0018732243206837085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07832768873609319, "ret_signed_p1d": -0.07832768873609319, "alpha_spy_p1d": -0.0664741413760741, "alpha_c_p1d": -0.0664741413760741, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.01185354736001909, "ret_p1w": 0.04709281473979998, "ret_signed_p1w": 0.04709281473979998, "alpha_spy_p1w": 0.04987329203195334, "alpha_c_p1w": 0.04987329203195334, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027804772921533605, "ret_p1m": -0.04084576661622874, "ret_signed_p1m": -0.04084576661622874, "alpha_spy_p1m": -0.03819704543855418, "alpha_c_p1m": -0.03819704543855418, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.0026487211776745623, "ret_p3m": 0.517059130467141, "ret_signed_p3m": 0.517059130467141, "alpha_spy_p3m": 0.498399654820453, "alpha_c_p3m": 0.498399654820453, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.018659475646688017, "ret_p6m": -0.4065352859964403, "ret_signed_p6m": -0.4065352859964403, "alpha_spy_p6m": -0.4539528076143945, "alpha_c_p6m": -0.4539528076143945, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.047417521617954206, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04084576661622874, "alpha_spy_stated": -0.03819704543855418, "alpha_c_stated": -0.03819704543855418, "price_path": [-0.5939, -0.5642, -0.5584, -0.5608, -0.6458, -0.6372, -0.6365, -0.618, -0.6127, -0.6242, -0.6406, -0.6713, -0.6377, -0.641, -0.6358, -0.6502, -0.6276, -0.6444, -0.6444, -0.667, -0.6756, -0.6756, -0.6372, -0.6535, -0.6742, -0.6752, -0.6665, -0.6636, -0.6449, -0.6396, -0.6425, -0.6194, -0.5502, -0.4906, -0.5094, -0.4628, -0.4363, -0.4277, -0.4522, -0.481, -0.3537, -0.3729, -0.3373, -0.2667, -0.3354, -0.2811, -0.284, -0.371, -0.2364, -0.1134, 0.0303, -0.0591, -0.1194, -0.1134, -0.2186, -0.2686, -0.2297, -0.062, -0.0995, -0.1302, -0.0255, -0.0163, 0.0091, 0.0, -0.0783, -0.0043, -0.0476, -0.001, 0.0471, -0.0038, -0.0769, -0.2191, -0.1394, -0.172, -0.1821, -0.1922, -0.2547, -0.26, -0.2407, -0.1941, -0.0875, -0.0875, -0.0562, -0.0682, -0.0408, -0.0461, 0.1216, 0.1514, 0.0985, 0.1504, 0.1442, 0.2393, 0.0663, 0.0341, 0.024, -0.1076, -0.0721, -0.0408, -0.0173, -0.0548, -0.0471, -0.0471, -0.0288, -0.0404, -0.0457, -0.0495, -0.0495, 0.1057, 0.0692, 0.049, -0.012, 0.0178, 0.1148, 0.1187, 0.1446, 0.0884, 0.2254, 0.3013, 0.3013, 0.2259, 0.2657, 0.3104, 0.2946, 0.3032, 0.3667, 0.4892, 0.5171, 0.4786, 0.4844, 0.5488, 0.3931, -0.0894, -0.0658, -0.0678, -0.0875, -0.1581, -0.1619, -0.1129, -0.1129, -0.1456, -0.1624, -0.2042, -0.2047, -0.2278, -0.2076, -0.2153, -0.2215, -0.2532, -0.2734, -0.283, -0.2407, -0.2427, -0.2898, -0.2456, -0.1889, -0.1778, -0.211, -0.2129, -0.1937, -0.2071, -0.2316, -0.2297, -0.2729, -0.2619, -0.2239, -0.2143, -0.2811, -0.32, -0.3753, -0.3388, -0.3743, -0.3609, -0.3609, -0.3657, -0.3633, -0.3695, -0.3484, -0.3378, -0.3441, -0.2888, -0.2691, -0.2802, -0.3496, -0.3931, -0.3864, -0.3513, -0.3503, -0.357, -0.358, -0.4065]}
{"unit_id": "orig:1979274080542167065", "ticker_idx": 0, "ts": "2025-10-17T19:51:28+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 where Fluence $FLNC enters as one of the biggest beneficiaries... Fluence is positioned squarely at the center of that transformation", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC as the primary beneficiary of AI power buildout via grid-storage software; also bullish on TE, NBIS, CRWV, IREN as the AI infrastructure demand drivers.", "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": "AI ISN’T JUST EATING SOFTWARE, IT’S EATING ELECTRICITY. FROM THE FT.\n\nThe rise of AI infrastructure has unleashed a historic surge in power demand across the United States, and utilities are struggling to keep pace. Hyperscale operators like $NBIS, which recently announced a $19.4 billion infrastructure deal with Microsoft, are building out massive GPU campuses that consume hundreds of megawatts each. Companies like $CRWV and $IREN are rapidly expanding similar facilities, racing to meet the insatiable compute needs of AI training and inference workloads. Together, they represent a new class of industrial-scale energy consumers that require power not in years, but now. Utilities simply cannot construct new gas or nuclear generation fast enough, nor can they push enough transmission through the clogged interconnection queue. The result is a structural power bottleneck that demands creative solutions.\n\nThis is where Fluence $FLNC enters as one of the biggest beneficiaries. Its business sits at the intersection of storage, software, and grid flexibility, the exact capabilities the AI buildout now requires. Fluence’s Smartstack technology is the next generation of its storage architecture, delivering higher density, faster installation, and lower cost per kilowatt hour. But the real leverage is in its software. Through Mosaic, Nispera, and Fluence OS, the company already manages gigawatts of battery and renewable assets globally, optimizing bidding, dispatch, and performance in real time. It is essentially the digital command center of the distributed grid. The company’s software and services segment is growing at roughly 60 percent year over year, a figure that is likely to accelerate as utilities and grid operators adopt virtual power plant solutions to handle unpredictable data center loads. Every new site that plugs in expands the network effect, adding more distributed batteries, more solar arrays, and more controllable load, all orchestrated by Fluence’s AI driven control layer.\n\nThe beauty of the model is its scalability. Instead of waiting five years for a new combined cycle plant, utilities can deploy distributed storage and software within months, providing the same capacity and reliability at a fraction of the cost. Virtual power plants managed by platforms like Fluence’s can act as flexible shock absorbers for the grid, dispatching stored energy or curtailing demand during spikes. This is not theoretical, as utilities from California to Texas to Australia are already using Fluence systems to keep their grids stable during peak events. As AI load grows, this type of fast response capacity becomes indispensable.\n\nMeanwhile, $TE plays a complementary role by manufacturing the domestic solar modules that feed the distributed generation side of this new ecosystem. Its panels expand the pool of assets that Fluence can integrate into virtual power plants, while policy incentives continue to favor onshore manufacturing and deployment. Together, these companies form a self reinforcing loop in the modern power economy. $NBIS, $CRWV, and $IREN drive the load, $TE provides the generation, and $FLNC provides the orchestration. The grid of the future will not be defined by who builds the most steel but by who controls the software that coordinates it. As AI continues to scale, that intelligence, not raw capacity, will be the most valuable asset on the grid. Fluence is positioned squarely at the center of that transformation.\n\ncc: @victor_privin @hiteshkar @JoshTradeOption \n\nhttps://t.co/IWpWZo7qmD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06848562665845659, "ret_signed_m1d": 0.06848562665845659, "alpha_spy_m1d": 0.07412979436880429, "alpha_c_m1d": 0.07412979436880429, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.005644167710347703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0068212821170954285, "ret_signed_p1d": 0.0068212821170954285, "alpha_spy_p1d": -0.003579218145827845, "alpha_c_p1d": -0.003579218145827845, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": 0.06521144038591209, "ret_signed_p1w": 0.06521144038591209, "alpha_spy_p1w": 0.04585533716064827, "alpha_c_p1w": 0.04585533716064827, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.05975449795983967, "ret_signed_p1m": -0.05975449795983967, "alpha_spy_p1m": -0.061680965942243704, "alpha_c_p1m": -0.061680965942243704, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": 0.0019264679824040343, "ret_p3m": 0.23601629880080077, "ret_signed_p3m": 0.23601629880080077, "alpha_spy_p3m": 0.19385751348897529, "alpha_c_p3m": 0.19385751348897529, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.042158785311825486, "ret_p6m": -0.2551160136300741, "ret_signed_p6m": -0.2551160136300741, "alpha_spy_p6m": -0.293672605780648, "alpha_c_p6m": -0.293672605780648, "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": -0.05975449795983967, "alpha_spy_stated": -0.061680965942243704, "alpha_c_stated": -0.061680965942243704, "price_path": [-0.4428, -0.4849, -0.4892, -0.4881, -0.5176, -0.5389, -0.5525, -0.5569, -0.5754, -0.5372, -0.5334, -0.5389, -0.505, -0.4985, -0.5012, -0.5978, -0.588, -0.5872, -0.5662, -0.5602, -0.5733, -0.5918, -0.6267, -0.5885, -0.5924, -0.5864, -0.6027, -0.5771, -0.5962, -0.5962, -0.6218, -0.6317, -0.6317, -0.588, -0.6065, -0.63, -0.6311, -0.6213, -0.618, -0.5967, -0.5907, -0.594, -0.5678, -0.4892, -0.4216, -0.4428, -0.3899, -0.3599, -0.3501, -0.3779, -0.4106, -0.266, -0.2879, -0.2475, -0.1673, -0.2453, -0.1836, -0.1869, -0.2857, -0.1329, 0.0068, 0.17, 0.0685, 0.0, 0.0068, -0.1127, -0.1694, -0.1252, 0.0652, 0.0226, -0.0123, 0.1067, 0.1171, 0.146, 0.1356, 0.0467, 0.1307, 0.0816, 0.1345, 0.1891, 0.1312, 0.0483, -0.1132, -0.0226, -0.0598, -0.0712, -0.0827, -0.1536, -0.1596, -0.1378, -0.0849, 0.0363, 0.0363, 0.0718, 0.0581, 0.0892, 0.0832, 0.2737, 0.3075, 0.2475, 0.3064, 0.2993, 0.4074, 0.2109, 0.1744, 0.1629, 0.0134, 0.0538, 0.0892, 0.116, 0.0734, 0.0821, 0.0821, 0.1029, 0.0898, 0.0838, 0.0794, 0.0794, 0.2557, 0.2142, 0.1913, 0.122, 0.1558, 0.266, 0.2704, 0.2999, 0.236, 0.3915, 0.4778, 0.4778, 0.3921, 0.4374, 0.4881, 0.4701, 0.4799, 0.552, 0.6911, 0.7228, 0.6791, 0.6857, 0.7588, 0.582, 0.0341, 0.0608, 0.0587, 0.0363, -0.0439, -0.0483, 0.0074, 0.0074, -0.0297, -0.0488, -0.0963, -0.0969, -0.1231, -0.1001, -0.1089, -0.116, -0.152, -0.1749, -0.1858, -0.1378, -0.14, -0.1935, -0.1432, -0.0789, -0.0663, -0.104, -0.1061, -0.0843, -0.0996, -0.1274, -0.1252, -0.1744, -0.1618, -0.1187, -0.1078, -0.1836, -0.2278, -0.2906, -0.2491, -0.2895, -0.2742, -0.2742, -0.2797, -0.2769, -0.284, -0.26, -0.248, -0.2551]}
{"unit_id": "orig:1979274080542167065", "ticker_idx": 1, "ts": "2025-10-17T19:51:28+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE plays a complementary role by manufacturing the domestic solar modules that feed the distributed generation side of this new ecosystem", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC as the primary beneficiary of AI power buildout via grid-storage software; also bullish on TE, NBIS, CRWV, IREN as the AI infrastructure demand drivers.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "AI ISN’T JUST EATING SOFTWARE, IT’S EATING ELECTRICITY. FROM THE FT.\n\nThe rise of AI infrastructure has unleashed a historic surge in power demand across the United States, and utilities are struggling to keep pace. Hyperscale operators like $NBIS, which recently announced a $19.4 billion infrastructure deal with Microsoft, are building out massive GPU campuses that consume hundreds of megawatts each. Companies like $CRWV and $IREN are rapidly expanding similar facilities, racing to meet the insatiable compute needs of AI training and inference workloads. Together, they represent a new class of industrial-scale energy consumers that require power not in years, but now. Utilities simply cannot construct new gas or nuclear generation fast enough, nor can they push enough transmission through the clogged interconnection queue. The result is a structural power bottleneck that demands creative solutions.\n\nThis is where Fluence $FLNC enters as one of the biggest beneficiaries. Its business sits at the intersection of storage, software, and grid flexibility, the exact capabilities the AI buildout now requires. Fluence’s Smartstack technology is the next generation of its storage architecture, delivering higher density, faster installation, and lower cost per kilowatt hour. But the real leverage is in its software. Through Mosaic, Nispera, and Fluence OS, the company already manages gigawatts of battery and renewable assets globally, optimizing bidding, dispatch, and performance in real time. It is essentially the digital command center of the distributed grid. The company’s software and services segment is growing at roughly 60 percent year over year, a figure that is likely to accelerate as utilities and grid operators adopt virtual power plant solutions to handle unpredictable data center loads. Every new site that plugs in expands the network effect, adding more distributed batteries, more solar arrays, and more controllable load, all orchestrated by Fluence’s AI driven control layer.\n\nThe beauty of the model is its scalability. Instead of waiting five years for a new combined cycle plant, utilities can deploy distributed storage and software within months, providing the same capacity and reliability at a fraction of the cost. Virtual power plants managed by platforms like Fluence’s can act as flexible shock absorbers for the grid, dispatching stored energy or curtailing demand during spikes. This is not theoretical, as utilities from California to Texas to Australia are already using Fluence systems to keep their grids stable during peak events. As AI load grows, this type of fast response capacity becomes indispensable.\n\nMeanwhile, $TE plays a complementary role by manufacturing the domestic solar modules that feed the distributed generation side of this new ecosystem. Its panels expand the pool of assets that Fluence can integrate into virtual power plants, while policy incentives continue to favor onshore manufacturing and deployment. Together, these companies form a self reinforcing loop in the modern power economy. $NBIS, $CRWV, and $IREN drive the load, $TE provides the generation, and $FLNC provides the orchestration. The grid of the future will not be defined by who builds the most steel but by who controls the software that coordinates it. As AI continues to scale, that intelligence, not raw capacity, will be the most valuable asset on the grid. Fluence is positioned squarely at the center of that transformation.\n\ncc: @victor_privin @hiteshkar @JoshTradeOption \n\nhttps://t.co/IWpWZo7qmD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08564811825384444, "ret_signed_m1d": 0.08564811825384444, "alpha_spy_m1d": 0.09129228596419214, "alpha_c_m1d": 0.08650490041094516, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.0008567821571007217, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10185186105009914, "ret_signed_p1d": 0.10185186105009914, "alpha_spy_p1d": 0.09145136078717586, "alpha_c_p1d": 0.09005452056440322, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.011797340485695917, "ret_p1w": -0.19675928455443925, "ret_signed_p1w": -0.19675928455443925, "alpha_spy_p1w": -0.21611538777970307, "alpha_c_p1w": -0.21771758007936026, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.02095829552492101, "ret_p1m": -0.26388890268625986, "ret_signed_p1m": -0.26388890268625986, "alpha_spy_p1m": -0.2658153706686639, "alpha_c_p1m": -0.2559142145834703, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.007974688102789562, "ret_p3m": 0.8194444030523316, "ret_signed_p3m": 0.8194444030523316, "alpha_spy_p3m": 0.7772856177405061, "alpha_c_p3m": 0.7330894653709084, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.08635493768142322, "ret_p6m": 0.18287035427343756, "ret_signed_p6m": 0.18287035427343756, "alpha_spy_p6m": 0.14431376212286362, "alpha_c_p6m": 0.037357885232377264, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.1455124690410603, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26388890268625986, "alpha_spy_stated": -0.2658153706686639, "alpha_c_stated": -0.2559142145834703, "price_path": [-0.6366, -0.6366, -0.6574, -0.6713, -0.6759, -0.6898, -0.7014, -0.7245, -0.7315, -0.713, -0.7106, -0.7106, -0.706, -0.7037, -0.713, -0.7106, -0.6898, -0.7083, -0.6574, -0.6412, -0.662, -0.6921, -0.6574, -0.6319, -0.625, -0.6273, -0.6343, -0.6204, -0.6181, -0.6181, -0.5625, -0.5764, -0.5718, -0.5417, -0.5417, -0.5509, -0.5671, -0.5648, -0.5694, -0.588, -0.5949, -0.5903, -0.5694, -0.5486, -0.5301, -0.5741, -0.4907, -0.4745, -0.4907, -0.4606, -0.4954, -0.4468, -0.4537, -0.4144, -0.3519, -0.338, -0.3218, -0.1134, -0.1574, -0.1898, -0.0718, 0.213, 0.0856, 0.0, 0.1019, 0.037, -0.0486, -0.1412, -0.1968, -0.1134, -0.1435, -0.1667, -0.1574, -0.1389, -0.2083, -0.1481, -0.0532, -0.1481, -0.1181, 0.0417, 0.0208, -0.1088, -0.1921, -0.2222, -0.2639, -0.2917, -0.331, -0.3704, -0.3704, -0.2731, -0.2384, -0.1111, -0.1111, -0.0463, 0.0347, 0.0972, 0.0463, 0.1829, 0.3495, 0.3935, 0.5579, 0.4236, 0.3588, 0.2384, 0.1713, 0.2593, 0.2546, 0.3935, 0.4884, 0.6898, 0.6458, 0.6319, 0.6319, 0.5741, 0.4861, 0.5046, 0.5463, 0.5463, 0.8148, 0.8981, 0.7708, 0.6852, 0.5764, 0.6065, 0.669, 0.8194, 0.8194, 0.7153, 0.8912, 0.8912, 0.9167, 0.8102, 0.9375, 0.9676, 0.8843, 1.1111, 1.1968, 1.0556, 0.9282, 1.0046, 1.1042, 0.7894, 0.6829, 0.9144, 0.7685, 0.7384, 0.5856, 0.4375, 0.4167, 0.4167, 0.4907, 0.4954, 0.4606, 0.4375, 0.456, 0.6412, 0.6713, 0.6875, 0.4259, 0.5833, 0.5069, 0.6435, 0.5764, 0.5556, 0.6574, 0.8472, 0.8843, 0.7917, 0.7639, 0.787, 0.8032, 0.6968, 0.7847, 0.5278, 0.5833, 0.5301, 0.5463, 0.4537, 0.3333, 0.3009, 0.0162, 0.037, -0.0301, -0.0301, -0.0625, -0.0903, -0.0347, -0.0324, 0.0856, 0.1829]}
{"unit_id": "orig:1979274080542167065", "ticker_idx": 2, "ts": "2025-10-17T19:51:28+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS, $CRWV, and $IREN drive the load", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC as the primary beneficiary of AI power buildout via grid-storage software; also bullish on TE, NBIS, CRWV, IREN as the AI infrastructure demand drivers.", "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": "AI ISN’T JUST EATING SOFTWARE, IT’S EATING ELECTRICITY. FROM THE FT.\n\nThe rise of AI infrastructure has unleashed a historic surge in power demand across the United States, and utilities are struggling to keep pace. Hyperscale operators like $NBIS, which recently announced a $19.4 billion infrastructure deal with Microsoft, are building out massive GPU campuses that consume hundreds of megawatts each. Companies like $CRWV and $IREN are rapidly expanding similar facilities, racing to meet the insatiable compute needs of AI training and inference workloads. Together, they represent a new class of industrial-scale energy consumers that require power not in years, but now. Utilities simply cannot construct new gas or nuclear generation fast enough, nor can they push enough transmission through the clogged interconnection queue. The result is a structural power bottleneck that demands creative solutions.\n\nThis is where Fluence $FLNC enters as one of the biggest beneficiaries. Its business sits at the intersection of storage, software, and grid flexibility, the exact capabilities the AI buildout now requires. Fluence’s Smartstack technology is the next generation of its storage architecture, delivering higher density, faster installation, and lower cost per kilowatt hour. But the real leverage is in its software. Through Mosaic, Nispera, and Fluence OS, the company already manages gigawatts of battery and renewable assets globally, optimizing bidding, dispatch, and performance in real time. It is essentially the digital command center of the distributed grid. The company’s software and services segment is growing at roughly 60 percent year over year, a figure that is likely to accelerate as utilities and grid operators adopt virtual power plant solutions to handle unpredictable data center loads. Every new site that plugs in expands the network effect, adding more distributed batteries, more solar arrays, and more controllable load, all orchestrated by Fluence’s AI driven control layer.\n\nThe beauty of the model is its scalability. Instead of waiting five years for a new combined cycle plant, utilities can deploy distributed storage and software within months, providing the same capacity and reliability at a fraction of the cost. Virtual power plants managed by platforms like Fluence’s can act as flexible shock absorbers for the grid, dispatching stored energy or curtailing demand during spikes. This is not theoretical, as utilities from California to Texas to Australia are already using Fluence systems to keep their grids stable during peak events. As AI load grows, this type of fast response capacity becomes indispensable.\n\nMeanwhile, $TE plays a complementary role by manufacturing the domestic solar modules that feed the distributed generation side of this new ecosystem. Its panels expand the pool of assets that Fluence can integrate into virtual power plants, while policy incentives continue to favor onshore manufacturing and deployment. Together, these companies form a self reinforcing loop in the modern power economy. $NBIS, $CRWV, and $IREN drive the load, $TE provides the generation, and $FLNC provides the orchestration. The grid of the future will not be defined by who builds the most steel but by who controls the software that coordinates it. As AI continues to scale, that intelligence, not raw capacity, will be the most valuable asset on the grid. Fluence is positioned squarely at the center of that transformation.\n\ncc: @victor_privin @hiteshkar @JoshTradeOption \n\nhttps://t.co/IWpWZo7qmD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08462621886031485, "ret_signed_m1d": 0.08462621886031485, "alpha_spy_m1d": 0.09027038657066255, "alpha_c_m1d": 0.09132546291558219, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.006699244055267339, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039139653965536425, "ret_signed_p1d": -0.039139653965536425, "alpha_spy_p1d": -0.0495401542284597, "alpha_c_p1d": -0.05044982331901826, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.011310169353481836, "ret_p1w": 0.033674185583672855, "ret_signed_p1w": 0.033674185583672855, "alpha_spy_p1w": 0.014318082358409034, "alpha_c_p1w": 0.028367087054732343, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.005307098528940513, "ret_p1m": -0.24206627726983898, "ret_signed_p1m": -0.24206627726983898, "alpha_spy_p1m": -0.24399274525224302, "alpha_c_p1m": -0.20935350304697564, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.03271277422286334, "ret_p3m": -0.10102255675101868, "ret_signed_p3m": -0.10102255675101868, "alpha_spy_p3m": -0.14318134206284416, "alpha_c_p3m": -0.11909807781598547, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.018075521064966793, "ret_p6m": 0.3624823186902406, "ret_signed_p6m": 0.3624823186902406, "alpha_spy_p6m": 0.32392572653966667, "alpha_c_p6m": 0.3570942433058115, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.005388075384429092, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24206627726983898, "alpha_spy_stated": -0.24399274525224302, "alpha_c_stated": -0.20935350304697564, "price_path": [-0.5503, -0.5427, -0.5402, -0.5472, -0.535, -0.5557, -0.5479, -0.5202, -0.5416, -0.5225, -0.5137, -0.5144, -0.4243, -0.3937, -0.3808, -0.3359, -0.3774, -0.3965, -0.3687, -0.3605, -0.4077, -0.4052, -0.4166, -0.3919, -0.3828, -0.3787, -0.3821, -0.365, -0.3977, -0.3977, -0.4207, -0.4213, -0.4278, -0.4229, -0.4353, -0.1562, -0.1767, -0.2138, -0.203, -0.1982, -0.2117, -0.1707, -0.1703, -0.1246, -0.0603, -0.0497, -0.0019, -0.0485, -0.0506, -0.0284, -0.0103, 0.0191, 0.1096, 0.1282, 0.1014, 0.0376, 0.0755, 0.1693, 0.1423, 0.1941, 0.1297, 0.1092, 0.0846, 0.0, -0.0391, -0.0807, -0.1306, -0.0642, 0.0337, 0.1057, 0.074, 0.1028, 0.0947, 0.1532, 0.062, -0.0256, 0.0314, -0.0353, -0.019, -0.0308, -0.0989, -0.1682, -0.2187, -0.2636, -0.2421, -0.2019, -0.1619, -0.2539, -0.266, -0.1899, -0.2165, -0.1653, -0.1653, -0.1637, -0.1172, -0.1498, -0.128, -0.0938, -0.1358, -0.1156, -0.1501, -0.175, -0.1689, -0.227, -0.2847, -0.2864, -0.3349, -0.3116, -0.2114, -0.1782, -0.2064, -0.1967, -0.1967, -0.2279, -0.2415, -0.2492, -0.2621, -0.2621, -0.2071, -0.1817, -0.1164, -0.1519, -0.1423, -0.1367, -0.0539, -0.0706, -0.101, -0.0842, -0.0415, -0.0415, -0.1247, -0.1284, -0.1462, -0.167, -0.1938, -0.1373, -0.1147, -0.1633, -0.249, -0.2228, -0.2071, -0.2737, -0.3488, -0.241, -0.1812, -0.1908, -0.2189, -0.209, -0.136, -0.136, -0.1403, -0.1026, -0.0514, -0.1368, -0.1131, -0.0957, -0.0645, -0.0755, -0.1961, -0.1977, -0.2348, -0.138, -0.1568, -0.2125, -0.1631, -0.1499, -0.0127, -0.0476, -0.0043, 0.1447, 0.0255, 0.0451, 0.0712, 0.0368, 0.0063, 0.013, 0.0145, -0.0658, -0.1112, -0.1867, -0.0853, -0.1013, -0.0407, -0.0407, -0.0079, 0.0349, 0.1019, 0.2018, 0.2779, 0.3625]}
{"unit_id": "orig:1979274080542167065", "ticker_idx": 3, "ts": "2025-10-17T19:51:28+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies like $CRWV and $IREN are rapidly expanding similar facilities, racing to meet the insatiable compute needs of AI training and inference workloads", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC as the primary beneficiary of AI power buildout via grid-storage software; also bullish on TE, NBIS, CRWV, IREN as the AI infrastructure demand drivers.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "AI ISN’T JUST EATING SOFTWARE, IT’S EATING ELECTRICITY. FROM THE FT.\n\nThe rise of AI infrastructure has unleashed a historic surge in power demand across the United States, and utilities are struggling to keep pace. Hyperscale operators like $NBIS, which recently announced a $19.4 billion infrastructure deal with Microsoft, are building out massive GPU campuses that consume hundreds of megawatts each. Companies like $CRWV and $IREN are rapidly expanding similar facilities, racing to meet the insatiable compute needs of AI training and inference workloads. Together, they represent a new class of industrial-scale energy consumers that require power not in years, but now. Utilities simply cannot construct new gas or nuclear generation fast enough, nor can they push enough transmission through the clogged interconnection queue. The result is a structural power bottleneck that demands creative solutions.\n\nThis is where Fluence $FLNC enters as one of the biggest beneficiaries. Its business sits at the intersection of storage, software, and grid flexibility, the exact capabilities the AI buildout now requires. Fluence’s Smartstack technology is the next generation of its storage architecture, delivering higher density, faster installation, and lower cost per kilowatt hour. But the real leverage is in its software. Through Mosaic, Nispera, and Fluence OS, the company already manages gigawatts of battery and renewable assets globally, optimizing bidding, dispatch, and performance in real time. It is essentially the digital command center of the distributed grid. The company’s software and services segment is growing at roughly 60 percent year over year, a figure that is likely to accelerate as utilities and grid operators adopt virtual power plant solutions to handle unpredictable data center loads. Every new site that plugs in expands the network effect, adding more distributed batteries, more solar arrays, and more controllable load, all orchestrated by Fluence’s AI driven control layer.\n\nThe beauty of the model is its scalability. Instead of waiting five years for a new combined cycle plant, utilities can deploy distributed storage and software within months, providing the same capacity and reliability at a fraction of the cost. Virtual power plants managed by platforms like Fluence’s can act as flexible shock absorbers for the grid, dispatching stored energy or curtailing demand during spikes. This is not theoretical, as utilities from California to Texas to Australia are already using Fluence systems to keep their grids stable during peak events. As AI load grows, this type of fast response capacity becomes indispensable.\n\nMeanwhile, $TE plays a complementary role by manufacturing the domestic solar modules that feed the distributed generation side of this new ecosystem. Its panels expand the pool of assets that Fluence can integrate into virtual power plants, while policy incentives continue to favor onshore manufacturing and deployment. Together, these companies form a self reinforcing loop in the modern power economy. $NBIS, $CRWV, and $IREN drive the load, $TE provides the generation, and $FLNC provides the orchestration. The grid of the future will not be defined by who builds the most steel but by who controls the software that coordinates it. As AI continues to scale, that intelligence, not raw capacity, will be the most valuable asset on the grid. 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{"unit_id": "orig:1979274080542167065", "ticker_idx": 4, "ts": "2025-10-17T19:51:28+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies like $CRWV and $IREN are rapidly expanding similar facilities, racing to meet the insatiable compute needs of AI training and inference workloads", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC as the primary beneficiary of AI power buildout via grid-storage software; also bullish on TE, NBIS, CRWV, IREN as the AI infrastructure demand drivers.", "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": "AI ISN’T JUST EATING SOFTWARE, IT’S EATING ELECTRICITY. FROM THE FT.\n\nThe rise of AI infrastructure has unleashed a historic surge in power demand across the United States, and utilities are struggling to keep pace. Hyperscale operators like $NBIS, which recently announced a $19.4 billion infrastructure deal with Microsoft, are building out massive GPU campuses that consume hundreds of megawatts each. Companies like $CRWV and $IREN are rapidly expanding similar facilities, racing to meet the insatiable compute needs of AI training and inference workloads. Together, they represent a new class of industrial-scale energy consumers that require power not in years, but now. Utilities simply cannot construct new gas or nuclear generation fast enough, nor can they push enough transmission through the clogged interconnection queue. The result is a structural power bottleneck that demands creative solutions.\n\nThis is where Fluence $FLNC enters as one of the biggest beneficiaries. Its business sits at the intersection of storage, software, and grid flexibility, the exact capabilities the AI buildout now requires. Fluence’s Smartstack technology is the next generation of its storage architecture, delivering higher density, faster installation, and lower cost per kilowatt hour. But the real leverage is in its software. Through Mosaic, Nispera, and Fluence OS, the company already manages gigawatts of battery and renewable assets globally, optimizing bidding, dispatch, and performance in real time. It is essentially the digital command center of the distributed grid. The company’s software and services segment is growing at roughly 60 percent year over year, a figure that is likely to accelerate as utilities and grid operators adopt virtual power plant solutions to handle unpredictable data center loads. Every new site that plugs in expands the network effect, adding more distributed batteries, more solar arrays, and more controllable load, all orchestrated by Fluence’s AI driven control layer.\n\nThe beauty of the model is its scalability. Instead of waiting five years for a new combined cycle plant, utilities can deploy distributed storage and software within months, providing the same capacity and reliability at a fraction of the cost. Virtual power plants managed by platforms like Fluence’s can act as flexible shock absorbers for the grid, dispatching stored energy or curtailing demand during spikes. This is not theoretical, as utilities from California to Texas to Australia are already using Fluence systems to keep their grids stable during peak events. As AI load grows, this type of fast response capacity becomes indispensable.\n\nMeanwhile, $TE plays a complementary role by manufacturing the domestic solar modules that feed the distributed generation side of this new ecosystem. Its panels expand the pool of assets that Fluence can integrate into virtual power plants, while policy incentives continue to favor onshore manufacturing and deployment. Together, these companies form a self reinforcing loop in the modern power economy. $NBIS, $CRWV, and $IREN drive the load, $TE provides the generation, and $FLNC provides the orchestration. The grid of the future will not be defined by who builds the most steel but by who controls the software that coordinates it. As AI continues to scale, that intelligence, not raw capacity, will be the most valuable asset on the grid. Fluence is positioned squarely at the center of that transformation.\n\ncc: @victor_privin @hiteshkar @JoshTradeOption \n\nhttps://t.co/IWpWZo7qmD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018280642095459987, "ret_signed_m1d": 0.018280642095459987, "alpha_spy_m1d": 0.02392480980580769, "alpha_c_m1d": 0.026329785856470833, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.008049143761010846, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024703556815617422, "ret_signed_p1d": -0.024703556815617422, "alpha_spy_p1d": -0.035104057078540696, "alpha_c_p1d": -0.036393817807490625, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.011690260991873203, "ret_p1w": 0.03590250759798219, "ret_signed_p1w": 0.03590250759798219, "alpha_spy_p1w": 0.01654640437271837, "alpha_c_p1w": 0.018079636119075593, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.0178228714789066, "ret_p1m": -0.2192029167606938, "ret_signed_p1m": -0.2192029167606938, "alpha_spy_p1m": -0.22112938474309785, "alpha_c_p1m": -0.20521281584004747, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.013990100920646342, "ret_p3m": -0.12911725946926955, "ret_signed_p3m": -0.12911725946926955, "alpha_spy_p3m": -0.17127604478109504, "alpha_c_p3m": -0.17049824674881653, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.04138098727954698, "ret_p6m": -0.2906785436601894, "ret_signed_p6m": -0.2906785436601894, "alpha_spy_p6m": -0.32923513581076336, "alpha_c_p6m": -0.2892801403469991, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": -0.0013984033131902995, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2192029167606938, "alpha_spy_stated": -0.22112938474309785, "alpha_c_stated": -0.20521281584004747, "price_path": [-0.6938, -0.6873, -0.7013, -0.7082, -0.7269, -0.74, -0.7342, -0.7347, -0.7464, -0.7286, -0.7291, -0.6983, -0.6942, -0.6961, -0.7041, -0.7064, -0.708, -0.6858, -0.6757, -0.659, -0.6915, -0.6746, -0.6774, -0.6471, -0.6192, -0.6214, -0.6318, -0.6206, -0.5639, -0.5639, -0.5206, -0.5354, -0.5697, -0.5693, -0.5687, -0.5028, -0.4461, -0.459, -0.4407, -0.3883, -0.3997, -0.3758, -0.4018, -0.3636, -0.3099, -0.3121, -0.2236, -0.2376, -0.3106, -0.2436, -0.2271, -0.2246, -0.2256, -0.169, -0.0489, 0.0158, -0.0104, 0.0515, -0.0156, 0.0563, 0.1456, 0.1196, 0.0183, 0.0, -0.0247, -0.091, -0.1464, -0.08, 0.0359, 0.0703, 0.028, -0.0049, -0.0412, 0.0005, 0.1158, 0.0973, 0.2584, 0.1028, 0.0273, -0.0091, -0.055, -0.0827, -0.1988, -0.2363, -0.2192, -0.1955, -0.2452, -0.2841, -0.304, -0.2014, -0.2182, -0.2021, -0.2021, -0.2126, -0.2014, -0.3228, -0.276, -0.235, -0.2637, -0.2368, -0.2286, -0.2767, -0.2764, -0.3391, -0.4157, -0.3974, -0.4437, -0.4104, -0.3426, -0.3076, -0.3071, -0.3086, -0.3086, -0.3363, -0.351, -0.3692, -0.378, -0.378, -0.2968, -0.2055, -0.2439, -0.2815, -0.2477, -0.2419, -0.1711, -0.1273, -0.1291, -0.1454, -0.0478, -0.0478, -0.1064, -0.1192, -0.1393, -0.0665, -0.1377, -0.012, 0.0366, -0.0145, -0.115, -0.1258, -0.1042, -0.2599, -0.3447, -0.3111, -0.24, -0.293, -0.2973, -0.3407, -0.3047, -0.3047, -0.3253, -0.307, -0.2871, -0.3416, -0.3024, -0.2515, -0.2749, -0.2714, -0.3256, -0.3183, -0.3602, -0.278, -0.3392, -0.3956, -0.3603, -0.3722, -0.3086, -0.3187, -0.3152, -0.2599, -0.2925, -0.3048, -0.3139, -0.32, -0.3057, -0.3228, -0.3177, -0.3832, -0.4221, -0.4792, -0.4354, -0.4386, -0.4274, -0.4274, -0.4214, -0.4114, -0.3934, -0.3897, -0.3524, -0.2907]}
{"unit_id": "orig:1993749647211508141", "ticker_idx": 0, "ts": "2025-11-26T18:32:12+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Canaccord Genuity ups price target to $25", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Multiple analysts raise FLNC price targets today, ranging from $14 to $50; author shares bullish consensus.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC Price Target Raises Today\n\n- Canaccord Genuity ups price target to $25 \n\n- Goldman Sachs ups price target to $20\n\n- Susquehanna ups price target to $20\n\n- Morgan Stanley ups price target to $14\n\n- Barclays ups price target to $15\n\n- RJC Capital ups price target to $50 https://t.co/wmvELpqaUw", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1169035987420538, "ret_signed_m1d": -0.1169035987420538, "alpha_spy_m1d": -0.11004734900915802, "alpha_c_m1d": -0.11004734900915802, "bench_spy_m1d": -0.0068562497328957805, "bench_c_m1d": -0.0068562497328957805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04528702584080779, "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]}
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{"unit_id": "orig:1971335186773065952", "ticker_idx": 0, "ts": "2025-09-25T22:05:08+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The selloff in $NBIS today looks misplaced. Against that backdrop, the weakness in $NBIS appears to reflect short-term positioning rather than any deterioration in fundamentals. This will be bought.", "tweet_type": "prediction", "timeline": "days", "summary": "NBIS selloff misplaced; MSFT contract provides durable revenue anchor, weakness is short-term positioning not fundamental — expects a bounce.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "The selloff in $NBIS today looks misplaced. The multibillion-dollar contract with $MSFT signed earlier this month provides a durable revenue anchor that supports long-term demand visibility. Today’s announcement that $CIFR secured an AI-hosting partnership backed by $GOOGL highlights the continued pace of infrastructure investment across the sector. Competitors such as $IREN are also expanding aggressively, underscoring that hyperscalers are in an arms race for compute. Against that backdrop, the weakness in $NBIS appears to reflect short-term positioning rather than any deterioration in fundamentals. 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{"unit_id": "quote:1986102973420716137", "ticker_idx": 0, "ts": "2025-11-05T16:07:03+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "This is a $500B company in the making", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish Nebius; sees it becoming a $500B company on the back of its open-source AI production 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": "quote", "lang": "en", "tweet_text": "This is a $500B company in the making", "reply_text": null, "parent_text": null, "quoted_text": "⚡️Today marks a big milestone for Nebius.\n\nWe’re launching Nebius Token Factory, the evolution of Nebius AI Studio, built to make open-source AI production-grade.\n\nToken Factory transforms raw open models into governed, scalable systems with dedicated inference, sub-second https://t.co/SdWVMiXvWO", "parent_author": null, "ret_m1d": -0.055213667388655185, "ret_signed_m1d": -0.055213667388655185, "alpha_spy_m1d": -0.05176015909960863, "alpha_c_m1d": -0.049835512911171054, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.005378154477484132, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0646153637486645, "ret_signed_p1d": -0.0646153637486645, "alpha_spy_p1d": -0.053885910029481066, "alpha_c_p1d": -0.05562226952028937, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.008993094228375131, "ret_p1w": -0.19350426828759348, "ret_signed_p1w": -0.19350426828759348, "alpha_spy_p1w": -0.20206401709627209, "alpha_c_p1w": -0.1945623871763359, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.0010581188887424098, "ret_p1m": -0.12136749528412127, "ret_signed_p1m": -0.12136749528412127, "alpha_spy_p1m": -0.13141794553263053, "alpha_c_p1m": -0.1422633919019216, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020895896617800336, "ret_p3m": -0.2464956951956464, "ret_signed_p3m": -0.2464956951956464, "alpha_spy_p3m": -0.2758424322778915, "alpha_c_p3m": -0.3050164777054142, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.05852078250976778, "ret_p6m": 0.18145295493623137, "ret_signed_p6m": 0.18145295493623137, "alpha_spy_p6m": 0.11478636698407452, "alpha_c_p6m": 0.147594711644365, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": 0.033858243291866374, "ret_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": [-0.4121, -0.3997, -0.3562, -0.3963, -0.4149, -0.3879, -0.38, -0.4257, -0.4233, -0.4344, -0.4104, -0.4015, -0.3976, -0.4009, -0.3843, -0.4161, -0.4161, -0.4383, -0.4389, -0.4452, -0.4404, -0.4525, -0.1819, -0.2018, -0.2377, -0.2273, -0.2226, -0.2356, -0.1959, -0.1956, -0.1512, -0.0889, -0.0786, -0.0322, -0.0774, -0.0795, -0.0579, -0.0404, -0.0119, 0.0758, 0.0938, 0.0679, 0.006, 0.0427, 0.1337, 0.1075, 0.1578, 0.0953, 0.0755, 0.0516, -0.0304, -0.0684, -0.1087, -0.1571, -0.0926, 0.0022, 0.0721, 0.0413, 0.0692, 0.0614, 0.1181, 0.0297, -0.0552, 0.0, -0.0646, -0.0489, -0.0603, -0.1263, -0.1935, -0.2425, -0.286, -0.2651, -0.2262, -0.1874, -0.2766, -0.2884, -0.2145, -0.2403, -0.1907, -0.1907, -0.1891, -0.144, -0.1756, -0.1545, -0.1214, -0.1621, -0.1425, -0.176, -0.2001, -0.1942, -0.2505, -0.3065, -0.3081, -0.3551, -0.3326, -0.2354, -0.2032, -0.2305, -0.2211, -0.2211, -0.2514, -0.2646, -0.2721, -0.2846, -0.2846, -0.2312, -0.2066, -0.1432, -0.1777, -0.1684, -0.163, -0.0826, -0.0989, -0.1284, -0.1121, -0.0707, -0.0707, -0.1514, -0.155, -0.1722, -0.1923, -0.2183, -0.1635, -0.1416, -0.1888, -0.2719, -0.2465, -0.2312, -0.2958, -0.3686, -0.2641, -0.2062, -0.2155, -0.2426, -0.2331, -0.1623, -0.1623, -0.1665, -0.1299, -0.0803, -0.1631, -0.1401, -0.1232, -0.093, -0.1036, -0.2206, -0.2221, -0.2581, -0.1643, -0.1825, -0.2365, -0.1885, -0.1758, -0.0428, -0.0766, -0.0346, 0.1098, -0.0057, 0.0133, 0.0386, 0.0053, -0.0244, -0.0179, -0.0163, -0.0943, -0.1383, -0.2115, -0.1132, -0.1286, -0.0699, -0.0699, -0.0381, 0.0034, 0.0684, 0.1652, 0.2391, 0.321, 0.3841, 0.4254, 0.4132, 0.3431, 0.3603, 0.338, 0.3345, 0.3426, 0.2578, 0.239, 0.1582, 0.2068, 0.1815]}
{"unit_id": "quote:1967302250612842762", "ticker_idx": 0, "ts": "2025-09-14T18:59:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $nbis", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS on thesis that AI glasses/wearable compute going mainstream will drive nuclear demand for compute.", "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 demand for compute will go nuclear once this becomes mainstream.\n\nLong $nbis", "reply_text": null, "parent_text": null, "quoted_text": "at the @MIT hackathon I built an opensource cluely that:\n- connects to smartglasses\n- knows days of context of work from your computer\n\nCheck out omiglass: https://t.co/YMqbhfM9lh", "parent_author": null, "ret_m1d": -0.00604656363125633, "ret_signed_m1d": -0.00604656363125633, "alpha_spy_m1d": -0.0007507953064609385, "alpha_c_m1d": 0.007819129391122615, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.013865693022378944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016820567224016703, "ret_signed_p1d": -0.016820567224016703, "alpha_spy_p1d": -0.015443589025875837, "alpha_c_p1d": -0.012786834349772125, "bench_spy_p1d": -0.0013769781981408658, "bench_c_p1d": -0.004033732874244578, "ret_p1w": 0.17194370654208013, "ret_signed_p1w": 0.17194370654208013, "alpha_spy_p1w": 0.1601739837594356, "alpha_c_p1w": 0.17199784886471825, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": -5.414232263811769e-05, "ret_p1m": 0.4088609848981435, "ret_signed_p1m": 0.4088609848981435, "alpha_spy_p1m": 0.4040857735310097, "alpha_c_p1m": 0.4425615944731808, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": -0.03370060957503729, "ret_p3m": 0.03649955725858134, "ret_signed_p3m": 0.03649955725858134, "alpha_spy_p3m": -0.009150626785147997, "alpha_c_p3m": 0.05147958237698358, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": -0.01498002511840224, "ret_p6m": 0.060136337684252306, "ret_signed_p6m": 0.060136337684252306, "alpha_spy_p6m": 0.029642064417713998, "alpha_c_p6m": 0.06710531153662658, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": -0.006968973852374272, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4088609848981435, "alpha_spy_stated": 0.4040857735310097, "alpha_c_stated": 0.4425615944731808, "price_path": [-0.4688, -0.4688, -0.4726, -0.478, -0.4391, -0.4666, -0.4217, -0.4301, -0.3917, -0.4469, -0.4506, -0.4476, -0.4476, -0.4741, -0.4822, -0.4937, -0.4896, -0.513, -0.4289, -0.4115, -0.4139, -0.4097, -0.4196, -0.4243, -0.4392, -0.4296, -0.4266, -0.4352, -0.4201, -0.4459, -0.4361, -0.4016, -0.4283, -0.4045, -0.3935, -0.3943, -0.282, -0.2438, -0.2278, -0.1718, -0.2235, -0.2474, -0.2126, -0.2025, -0.2613, -0.2582, -0.2724, -0.2416, -0.2302, -0.2252, -0.2293, -0.208, -0.2489, -0.2489, -0.2775, -0.2783, -0.2864, -0.2802, -0.2957, 0.0523, 0.0267, -0.0195, -0.006, 0.0, -0.0168, 0.0343, 0.0347, 0.0918, 0.1719, 0.1851, 0.2448, 0.1867, 0.184, 0.2117, 0.2343, 0.271, 0.3838, 0.407, 0.3736, 0.294, 0.3412, 0.4582, 0.4246, 0.4892, 0.4089, 0.3834, 0.3527, 0.2471, 0.1983, 0.1464, 0.0842, 0.1671, 0.2891, 0.379, 0.3394, 0.3753, 0.3652, 0.4382, 0.3244, 0.2153, 0.2863, 0.2032, 0.2234, 0.2088, 0.1238, 0.0374, -0.0256, -0.0816, -0.0547, -0.0046, 0.0452, -0.0695, -0.0847, 0.0103, -0.0229, 0.041, 0.041, 0.043, 0.101, 0.0604, 0.0875, 0.1302, 0.0778, 0.103, 0.0599, 0.0289, 0.0365, -0.0359, -0.108, -0.11, -0.1705, -0.1415, -0.0165, 0.025, -0.0102, 0.0019, 0.0019, -0.037, -0.0541, -0.0637, -0.0798, -0.0798, -0.0111, 0.0206, 0.102, 0.0577, 0.0697, 0.0766, 0.18, 0.1591, 0.1212, 0.1421, 0.1954, 0.1954, 0.0916, 0.087, 0.0648, 0.0389, 0.0055, 0.076, 0.1041, 0.0434, -0.0634, -0.0308, -0.0111, -0.0942, -0.1879, -0.0534, 0.0211, 0.0091, -0.0258, -0.0135, 0.0775, 0.0775, 0.0721, 0.1192, 0.183, 0.0765, 0.1061, 0.1277, 0.1667, 0.153, 0.0025, 0.0005, -0.0457, 0.075, 0.0516, -0.0179, 0.0438, 0.0601]}
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{"unit_id": "reply:1967324192069824965", "ticker_idx": 0, "ts": "2025-09-14T20:26:53+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sell it all and buy $nbis", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Dismisses IREN thesis; instructs selling IREN and buying NBIS instead.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TheKamaHsutra So you took the slide from coatue and just added $iren for no reason. Just trust me on this one. Sell it all and buy $nbis", "reply_text": null, "parent_text": "Worth having a look at this Coatue slide that I added $IREN to.  More than ever, IREN deserves to be on that slide at that exact slot. You don't get to buy into a hypsercaler in the making at the ground floors very often.  Don't fumble this opportunity. https://t.co/MgQC8WjBI1", "quoted_text": null, "parent_author": "TheKamaHsutra", "ret_m1d": -0.00604656363125633, "ret_signed_m1d": -0.00604656363125633, "alpha_spy_m1d": -0.0007507953064609385, "alpha_c_m1d": 0.007819129391122615, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.013865693022378944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016820567224016703, "ret_signed_p1d": -0.016820567224016703, "alpha_spy_p1d": -0.015443589025875837, "alpha_c_p1d": -0.012786834349772125, "bench_spy_p1d": -0.0013769781981408658, "bench_c_p1d": -0.004033732874244578, "ret_p1w": 0.17194370654208013, "ret_signed_p1w": 0.17194370654208013, "alpha_spy_p1w": 0.1601739837594356, "alpha_c_p1w": 0.17199784886471825, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": -5.414232263811769e-05, "ret_p1m": 0.4088609848981435, "ret_signed_p1m": 0.4088609848981435, "alpha_spy_p1m": 0.4040857735310097, "alpha_c_p1m": 0.4425615944731808, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": -0.03370060957503729, "ret_p3m": 0.03649955725858134, "ret_signed_p3m": 0.03649955725858134, "alpha_spy_p3m": -0.009150626785147997, "alpha_c_p3m": 0.05147958237698358, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": -0.01498002511840224, "ret_p6m": 0.060136337684252306, "ret_signed_p6m": 0.060136337684252306, "alpha_spy_p6m": 0.029642064417713998, "alpha_c_p6m": 0.06710531153662658, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": -0.006968973852374272, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4088609848981435, "alpha_spy_stated": 0.4040857735310097, "alpha_c_stated": 0.4425615944731808, "price_path": [-0.4688, -0.4688, -0.4726, -0.478, -0.4391, -0.4666, -0.4217, -0.4301, -0.3917, -0.4469, -0.4506, -0.4476, -0.4476, -0.4741, -0.4822, -0.4937, -0.4896, -0.513, -0.4289, -0.4115, -0.4139, -0.4097, -0.4196, -0.4243, -0.4392, -0.4296, -0.4266, -0.4352, -0.4201, -0.4459, -0.4361, -0.4016, -0.4283, -0.4045, -0.3935, -0.3943, -0.282, -0.2438, -0.2278, -0.1718, -0.2235, -0.2474, -0.2126, -0.2025, -0.2613, -0.2582, -0.2724, -0.2416, -0.2302, -0.2252, -0.2293, -0.208, -0.2489, -0.2489, -0.2775, -0.2783, -0.2864, -0.2802, -0.2957, 0.0523, 0.0267, -0.0195, -0.006, 0.0, -0.0168, 0.0343, 0.0347, 0.0918, 0.1719, 0.1851, 0.2448, 0.1867, 0.184, 0.2117, 0.2343, 0.271, 0.3838, 0.407, 0.3736, 0.294, 0.3412, 0.4582, 0.4246, 0.4892, 0.4089, 0.3834, 0.3527, 0.2471, 0.1983, 0.1464, 0.0842, 0.1671, 0.2891, 0.379, 0.3394, 0.3753, 0.3652, 0.4382, 0.3244, 0.2153, 0.2863, 0.2032, 0.2234, 0.2088, 0.1238, 0.0374, -0.0256, -0.0816, -0.0547, -0.0046, 0.0452, -0.0695, -0.0847, 0.0103, -0.0229, 0.041, 0.041, 0.043, 0.101, 0.0604, 0.0875, 0.1302, 0.0778, 0.103, 0.0599, 0.0289, 0.0365, -0.0359, -0.108, -0.11, -0.1705, -0.1415, -0.0165, 0.025, -0.0102, 0.0019, 0.0019, -0.037, -0.0541, -0.0637, -0.0798, -0.0798, -0.0111, 0.0206, 0.102, 0.0577, 0.0697, 0.0766, 0.18, 0.1591, 0.1212, 0.1421, 0.1954, 0.1954, 0.0916, 0.087, 0.0648, 0.0389, 0.0055, 0.076, 0.1041, 0.0434, -0.0634, -0.0308, -0.0111, -0.0942, -0.1879, -0.0534, 0.0211, 0.0091, -0.0258, -0.0135, 0.0775, 0.0775, 0.0721, 0.1192, 0.183, 0.0765, 0.1061, 0.1277, 0.1667, 0.153, 0.0025, 0.0005, -0.0457, 0.075, 0.0516, -0.0179, 0.0438, 0.0601]}
{"unit_id": "reply:1973470075379397098", "ticker_idx": 0, "ts": "2025-10-01T19:28:25+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The real play is $FLNC and today's market action is making that clear", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers FLNC over EOSE as the real play, backed by today's market action.", "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": "@OBGInvestments The real play is $FLNC and today’s market action is making that clear", "reply_text": null, "parent_text": "You think everyone knows about $EOSE now because everyone on your X feeds appears to be tweeting about it but in reality no one knows about it.\n\nFood for thought", "quoted_text": null, "parent_author": "OBGInvestments", "ret_m1d": -0.197025996736803, "ret_signed_m1d": -0.197025996736803, "alpha_spy_m1d": -0.19362999662779812, "alpha_c_m1d": -0.19362999662779812, "bench_spy_m1d": -0.003396000109004871, "bench_c_m1d": -0.003396000109004871, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02973974901135168, "ret_signed_p1d": -0.02973974901135168, "alpha_spy_p1d": -0.03089148163703681, "alpha_c_p1d": -0.03089148163703681, "bench_spy_p1d": 0.0011517326256851312, "bench_c_p1d": 0.0011517326256851312, "ret_p1w": 0.11226767660187331, "ret_signed_p1w": 0.11226767660187331, "alpha_spy_p1w": 0.1052964259104654, "alpha_c_p1w": 0.1052964259104654, "bench_spy_p1w": 0.006971250691407915, "bench_c_p1w": 0.006971250691407915, "ret_p1m": 0.5219330560327275, "ret_signed_p1m": 0.5219330560327275, "alpha_spy_p1m": 0.5049086801779044, "alpha_c_p1m": 0.5049086801779044, "bench_spy_p1m": 0.017024375854823193, "bench_c_p1m": 0.017024375854823193, "ret_p3m": 0.4847583343159605, "ret_signed_p3m": 0.4847583343159605, "alpha_spy_p3m": 0.45269542375228, "alpha_c_p3m": 0.45269542375228, "bench_spy_p3m": 0.03206291056368049, "bench_c_p3m": 0.03206291056368049, "ret_p6m": 0.11226767660187331, "ret_signed_p6m": 0.11226767660187331, "alpha_spy_p6m": 0.14171925669433594, "alpha_c_p6m": 0.14171925669433594, "bench_spy_p6m": -0.029451580092462626, "bench_c_p6m": -0.029451580092462626, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5219330560327275, "alpha_spy_stated": 0.5049086801779044, "alpha_c_stated": 0.5049086801779044, "price_path": [-0.3747, -0.4067, -0.3747, -0.3502, -0.3628, -0.3926, -0.4097, -0.3814, -0.3851, -0.3874, -0.3338, -0.2914, -0.2409, -0.2981, -0.3041, -0.3026, -0.3428, -0.3717, -0.3903, -0.3963, -0.4216, -0.3695, -0.3643, -0.3717, -0.3257, -0.3167, -0.3204, -0.452, -0.4387, -0.4375, -0.4089, -0.4007, -0.4186, -0.4439, -0.4914, -0.4394, -0.4446, -0.4364, -0.4587, -0.4238, -0.4498, -0.4498, -0.4848, -0.4981, -0.4981, -0.4387, -0.4639, -0.4959, -0.4974, -0.484, -0.4796, -0.4506, -0.4424, -0.4468, -0.4112, -0.3041, -0.2119, -0.2409, -0.1688, -0.1279, -0.1145, -0.1524, -0.197, 0.0, -0.0297, 0.0253, 0.1346, 0.0283, 0.1123, 0.1078, -0.0268, 0.1814, 0.3717, 0.5941, 0.4558, 0.3625, 0.3717, 0.2089, 0.1316, 0.1918, 0.4513, 0.3933, 0.3457, 0.5078, 0.5219, 0.5613, 0.5472, 0.426, 0.5405, 0.4736, 0.5457, 0.6201, 0.5413, 0.4283, 0.2082, 0.3316, 0.281, 0.2654, 0.2498, 0.1532, 0.145, 0.1747, 0.2468, 0.4119, 0.4119, 0.4602, 0.4416, 0.484, 0.4758, 0.7353, 0.7814, 0.6996, 0.7799, 0.7703, 0.9175, 0.6498, 0.6, 0.5844, 0.3807, 0.4357, 0.484, 0.5204, 0.4625, 0.4743, 0.4743, 0.5026, 0.4848, 0.4766, 0.4706, 0.4706, 0.7108, 0.6543, 0.623, 0.5286, 0.5747, 0.7249, 0.7309, 0.771, 0.684, 0.8959, 1.0134, 1.0134, 0.8967, 0.9584, 1.0275, 1.003, 1.0164, 1.1145, 1.3041, 1.3472, 1.2877, 1.2967, 1.3963, 1.1554, 0.4089, 0.4454, 0.4424, 0.4119, 0.3026, 0.2967, 0.3725, 0.3725, 0.3219, 0.2959, 0.2312, 0.2305, 0.1948, 0.226, 0.2141, 0.2045, 0.1554, 0.1242, 0.1093, 0.1747, 0.1717, 0.0989, 0.1673, 0.255, 0.2721, 0.2208, 0.2178, 0.2476, 0.2268, 0.1888, 0.1918, 0.1249, 0.142, 0.2007, 0.2156, 0.1123]}
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{"unit_id": "reply:1981037685180449048", "ticker_idx": 0, "ts": "2025-10-22T16:39:24+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "$200 before December 31, 2025", "tweet_type": "prediction", "timeline": "months", "summary": "Predicts MSFT reaches $200 before end of 2025.", "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": "@genZinvest0r $200 before December 31, 2025", "reply_text": null, "parent_text": "@RJCcapital Facts! We are getting post Microsoft deal prices with an additional month of new announcements, news, information ++++ under our belt.", "quoted_text": null, "parent_author": "genZinvest0r", "ret_m1d": -0.005532720681677872, "ret_signed_m1d": -0.005532720681677872, "alpha_spy_m1d": -0.010758806730276738, "alpha_c_m1d": -0.010758806730276738, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.005226086048598866, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 3.834874323493942e-05, "ret_signed_p1d": 3.834874323493942e-05, "alpha_spy_p1d": -0.005891613962729414, "alpha_c_p1d": -0.005891613962729414, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.005929962705964353, "ret_p1w": 0.04036187526062407, "ret_signed_p1w": 0.04036187526062407, "alpha_spy_p1w": 0.011026677455893585, "alpha_c_p1w": 0.011026677455893585, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.029335197804730484, "ret_p1m": -0.07917658522494897, "ret_signed_p1m": -0.07917658522494897, "alpha_spy_p1m": -0.05631054655486112, "alpha_c_p1m": -0.05631054655486112, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.02286603867008785, "ret_p3m": -0.11491784991222265, "ret_signed_p3m": -0.11491784991222265, "alpha_spy_p3m": -0.1537075543660441, "alpha_c_p3m": -0.1537075543660441, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.03878970445382146, "ret_p6m": -0.18928880662722924, "ret_signed_p6m": -0.18928880662722924, "alpha_spy_p6m": -0.24597529850799627, "alpha_c_p6m": -0.24597529850799627, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.05668649188076702, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07917658522494897, "alpha_spy_stated": -0.05631054655486112, "alpha_c_stated": -0.05631054655486112, "price_path": [-0.0147, -0.0171, -0.0169, -0.0156, 0.0232, 0.0052, 0.0273, 0.0122, 0.0068, -0.0011, 0.0012, 0.0007, 0.015, -0.0016, 0.0021, -0.0024, -0.0082, -0.0223, -0.0301, -0.0313, -0.0256, -0.0313, -0.0355, -0.0265, -0.0209, -0.0266, -0.0266, -0.0296, -0.0292, -0.0241, -0.0491, -0.0429, -0.0425, -0.0387, -0.0375, -0.0204, -0.01, -0.0221, -0.0202, -0.0232, -0.005, -0.0117, -0.0217, -0.02, -0.026, -0.0174, -0.0114, -0.005, -0.0016, -0.0092, -0.0061, 0.0154, 0.0066, 0.0083, 0.0036, -0.0184, -0.0125, -0.0134, -0.0137, -0.0172, -0.0134, -0.0072, -0.0055, 0.0, 0.0, 0.0059, 0.0211, 0.0414, 0.0404, 0.01, -0.0052, -0.0067, -0.0119, -0.0257, -0.045, -0.0456, -0.0279, -0.0228, -0.0181, -0.0331, -0.0199, -0.0251, -0.0514, -0.0642, -0.0792, -0.0913, -0.0877, -0.0819, -0.0656, -0.0656, -0.053, -0.0632, -0.0569, -0.0805, -0.0745, -0.0701, -0.0549, -0.053, -0.0789, -0.0695, -0.079, -0.0861, -0.0831, -0.0836, -0.0685, -0.0648, -0.0667, -0.063, -0.0607, -0.0607, -0.0613, -0.0625, -0.0618, -0.0692, -0.0692, -0.0897, -0.0899, -0.079, -0.0695, -0.0798, -0.0775, -0.0816, -0.0941, -0.1158, -0.1211, -0.1149, -0.1149, -0.1252, -0.1452, -0.1317, -0.1032, -0.0949, -0.075, -0.073, -0.1657, -0.1718, -0.1851, -0.2086, -0.2028, -0.2423, -0.2279, -0.204, -0.2046, -0.2217, -0.2266, -0.2276, -0.2276, -0.2362, -0.2309, -0.2313, -0.2337, -0.2583, -0.2496, -0.2272, -0.2251, -0.2424, -0.2312, -0.2208, -0.2183, -0.2078, -0.2111, -0.2102, -0.2173, -0.219, -0.2248, -0.237, -0.2285, -0.2295, -0.2442, -0.2496, -0.2633, -0.2612, -0.281, -0.2842, -0.294, -0.3118, -0.3075, -0.2859, -0.2875, -0.2796, -0.2796, -0.2807, -0.2818, -0.2779, -0.2803, -0.2846, -0.2585, -0.2417, -0.2067, -0.1893]}
{"unit_id": "orig:1993364185191686354", "ticker_idx": 0, "ts": "2025-11-25T17:00:31+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 increasingly aligned with what data center customers want over the next two years. The company is validating both fit and timing. A quarter ago they framed this as an $8 billion market. Now they are implying that the true opportunity is several multiples of that and still expanding.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish FLNC: CEO reveals data center TAM is 10x+ prior $8B estimate, half of 30 GWh visible market now in pipeline, accelerating hyperscaler demand.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC FLNC CEO SEES DATA CENTER TAM SIGNIFICANTLY HIGHER\n\nFluence’s CEO said the real data center storage market is far bigger than the company’s prior $8 billion TAM estimate. Now point to numbers that are at least ten times that size. The earnings call touched on how fast demand is scaling as hyperscalers race to build power-secure capacity for AI.\n\n$FLNC CEO explained that roughly 30 GWh of data center projects are now visible in the market. Fluence currently has about half of those in its pipeline, up from only 20 percent at the end of September. The rest are live customer engagements that were not yet formal pipeline items a quarter ago, which shows how quickly the opportunity set is moving toward them.\n\nThe key takeaway is that $FLNC is increasingly aligned with what data center customers want over the next two years. The company is validating both fit and timing. A quarter ago they framed this as an $8 billion market. 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{"unit_id": "reply:1974452328515371472", "ticker_idx": 0, "ts": "2025-10-04T12:31:33+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LOVING WHAT I AM SEEING FROM THIS COMPANY", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisive bullish verdict on EOSE ahead of a planned deep dive.", "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": "@JoshTradeOption Good to agree my friend. Will be doing $EOSE deep dive soon. LOVING WHAT I AM SEEING FROM THIS COMPANY", "reply_text": null, "parent_text": "@RJCcapital That’s right!", "quoted_text": null, "parent_author": "JoshTradeOption", "ret_m1d": -0.09090904086714735, "ret_signed_m1d": -0.09090904086714735, "alpha_spy_m1d": -0.08733558428783361, "alpha_c_m1d": -0.08626777275260378, "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": -0.014430001025922401, "ret_signed_p1d": -0.014430001025922401, "alpha_spy_p1d": -0.01072248713660462, "alpha_c_p1d": -0.008757450240410192, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.005672550785512209, "ret_p1w": 0.23015870558456153, "ret_signed_p1w": 0.23015870558456153, "alpha_spy_p1w": 0.24291907388205114, "alpha_c_p1w": 0.25381619511868947, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02365748953412794, "ret_p1m": 0.01731607003877933, "ret_signed_p1m": 0.01731607003877933, "alpha_spy_p1m": 0.011911077224086242, "alpha_c_p1m": 0.033560508439681946, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.016244438400902617, "ret_p3m": -0.1731601499264136, "ret_signed_p3m": -0.1731601499264136, "alpha_spy_p3m": -0.1915116152057993, "alpha_c_p3m": -0.1765205002728022, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.0033603503463885964, "ret_p6m": -0.6421356305187624, "ret_signed_p6m": -0.6421356305187624, "alpha_spy_p6m": -0.6159791525589112, "alpha_c_p6m": -0.6911908122776202, "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": 0.01731607003877933, "alpha_spy_stated": 0.011911077224086242, "alpha_c_stated": 0.033560508439681946, "price_path": [-0.6638, -0.6645, -0.6659, -0.6126, -0.627, -0.6342, -0.6176, -0.5765, -0.5671, -0.5649, -0.5498, -0.5411, -0.5404, -0.5541, -0.5703, -0.5729, -0.5887, -0.6025, -0.5519, -0.5303, -0.5339, -0.5267, -0.5404, -0.5418, -0.5592, -0.5426, -0.5433, -0.5772, -0.5433, -0.5635, -0.5678, -0.5657, -0.544, -0.5476, -0.5007, -0.4863, -0.4856, -0.5022, -0.5022, -0.4582, -0.4502, -0.4704, -0.4798, -0.5043, -0.4964, -0.5043, -0.4791, -0.4084, -0.4026, -0.4019, -0.3867, -0.3506, -0.2958, -0.2612, -0.267, -0.2316, -0.2431, -0.2698, -0.1941, -0.1782, -0.1075, -0.1082, -0.0909, 0.0, -0.0144, 0.0693, 0.0563, -0.0029, 0.2302, 0.2251, 0.3189, 0.1147, 0.0851, 0.083, 0.176, 0.0866, 0.0361, 0.1587, 0.1097, 0.083, 0.0368, 0.0332, 0.1566, 0.127, 0.0173, 0.0722, 0.1032, 0.3175, 0.3846, 0.3362, 0.246, 0.097, -0.0043, -0.062, -0.0274, -0.0779, -0.0707, -0.1082, -0.0534, -0.0332, 0.0253, 0.0253, 0.0859, -0.0184, -0.0779, -0.0224, 0.1248, 0.0815, 0.1133, 0.0786, 0.0671, 0.1861, 0.0707, -0.0166, -0.0404, -0.1147, -0.1118, -0.057, -0.07, -0.1371, -0.1328, -0.1328, -0.145, -0.1811, -0.1811, -0.1732, -0.1732, -0.0642, -0.0289, 0.0209, 0.0087, 0.0115, 0.1025, 0.1638, 0.2136, 0.2482, 0.2179, 0.259, 0.259, 0.2496, 0.2648, 0.3146, 0.2345, 0.1681, 0.083, 0.2035, 0.1623, 0.0563, 0.0188, 0.0393, -0.1053, -0.1861, -0.1118, -0.0447, -0.1183, -0.1645, -0.2215, -0.1991, -0.1991, -0.1739, -0.1659, -0.1739, -0.228, -0.2511, -0.1717, -0.197, -0.5137, -0.5891, -0.5743, -0.5628, -0.513, -0.5152, -0.5577, -0.5548, -0.5375, -0.5346, -0.5584, -0.588, -0.5988, -0.5931, -0.619, -0.6017, -0.6255, -0.6147, -0.6328, -0.632, -0.6522, -0.6494, -0.6829, -0.6421]}
{"unit_id": "quote:1990190096252051898", "ticker_idx": 0, "ts": "2025-11-16T22:47:49+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author is bullish on Nebius Group ($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": "quote", "lang": "en", "tweet_text": "Bullish $NBIS", "reply_text": null, "parent_text": null, "quoted_text": "COREWEAVE\n\nAI Hedge Fund Situational Awareness loaded up on CoreWeave.\n\nSo did Paul Tudor Jones, Citadel and DE Shaw.\n\nCoreWeave had a final unlock last week.\n\nEvery unlock they have the stock hits a local low.\n\nI expect the same here.\n\nThe heightened volume and RSI suggests an https://t.co/bghCC8wwUX", "parent_author": null, "ret_m1d": -0.028378720006289493, "ret_signed_m1d": -0.028378720006289493, "alpha_spy_m1d": -0.037782956280850044, "alpha_c_m1d": -0.02972793004848362, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.0013492100421941267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053035559206290994, "ret_signed_p1d": 0.053035559206290994, "alpha_spy_p1d": 0.06143302087697655, "alpha_c_p1d": 0.04736908475964374, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": 0.005666474446647252, "ret_p1w": 0.0688531976949256, "ret_signed_p1w": 0.0688531976949256, "alpha_spy_p1w": 0.06425624081677372, "alpha_c_p1w": 0.052393389128338574, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.01645980856658702, "ret_p1m": -0.058502049456895966, "ret_signed_p1m": -0.058502049456895966, "alpha_spy_p1m": -0.07833181117488786, "alpha_c_p1m": -0.10770158048436462, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.04919953102746866, "ret_p3m": 0.04361479243531097, "ret_signed_p3m": 0.04361479243531097, "alpha_spy_p3m": 0.017155480042950977, "alpha_c_p3m": 0.00915596103331806, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.034458831401992907, "ret_p6m": 1.083158799922375, "ret_signed_p6m": 1.083158799922375, "alpha_spy_p6m": 0.9679166669321648, "alpha_c_p6m": 1.0343549956278364, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.04880380429453868, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.058502049456895966, "alpha_spy_stated": -0.07833181117488786, "alpha_c_stated": -0.10770158048436462, "price_path": [-0.2153, -0.2303, -0.1977, -0.1856, -0.1803, -0.1847, -0.1621, -0.2054, -0.2054, -0.2356, -0.2365, -0.2451, -0.2385, -0.2549, 0.1133, 0.0862, 0.0373, 0.0515, 0.0579, 0.0401, 0.0942, 0.0947, 0.155, 0.2398, 0.2538, 0.3169, 0.2554, 0.2526, 0.2819, 0.3058, 0.3446, 0.4639, 0.4885, 0.4531, 0.3689, 0.4189, 0.5427, 0.5071, 0.5755, 0.4905, 0.4635, 0.431, 0.3194, 0.2677, 0.2128, 0.147, 0.2347, 0.3638, 0.4588, 0.417, 0.455, 0.4443, 0.5215, 0.4011, 0.2856, 0.3608, 0.2729, 0.2943, 0.2788, 0.1889, 0.0975, 0.0308, -0.0284, 0.0, 0.053, 0.1057, -0.0156, -0.0316, 0.0689, 0.0337, 0.1013, 0.1013, 0.1034, 0.1648, 0.1218, 0.1505, 0.1956, 0.1403, 0.1669, 0.1213, 0.0885, 0.0965, 0.0199, -0.0563, -0.0585, -0.1225, -0.0918, 0.0405, 0.0843, 0.0471, 0.0599, 0.0599, 0.0187, 0.0007, -0.0094, -0.0265, -0.0265, 0.0462, 0.0797, 0.1659, 0.119, 0.1317, 0.139, 0.2483, 0.2262, 0.1861, 0.2082, 0.2646, 0.2646, 0.1548, 0.1499, 0.1264, 0.0991, 0.0637, 0.1383, 0.1681, 0.1039, -0.0092, 0.0254, 0.0462, -0.0418, -0.1408, 0.0014, 0.0803, 0.0676, 0.0306, 0.0436, 0.1399, 0.1399, 0.1342, 0.184, 0.2516, 0.1389, 0.1702, 0.1931, 0.2342, 0.2198, 0.0606, 0.0585, 0.0095, 0.1372, 0.1125, 0.039, 0.1042, 0.1215, 0.3026, 0.2566, 0.3137, 0.5102, 0.353, 0.3789, 0.4134, 0.368, 0.3276, 0.3365, 0.3386, 0.2325, 0.1726, 0.073, 0.2068, 0.1857, 0.2656, 0.2656, 0.3089, 0.3654, 0.4538, 0.5856, 0.6861, 0.7976, 0.8835, 0.9396, 0.923, 0.8276, 0.8511, 0.8208, 0.816, 0.8269, 0.7116, 0.686, 0.5761, 0.6421, 0.6077, 0.7968, 1.0519, 1.0461, 1.269, 1.149, 1.0592, 1.1645, 1.0832]}
{"unit_id": "quote:1977927737835721196", "ticker_idx": 0, "ts": "2025-10-14T02:41:35+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This company is going to $50 per share. Grid Scale Battery Technology is NECESSARY for the AI Data Center Buildout.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long FLNC to $50; grid-scale battery tech seen as necessary for AI data center buildout with Blackrock and Google as validators.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "quote", "lang": "en", "tweet_text": "$FLNC IS UP 50% SINCE IT POSTED THIS JUST 2 WEEKS AGO. \n\nAnd the best part? We're just getting started. This company is going to $50 per share. Grid Scale Battery Technology is NECESSARY for the AI Data Center Buildout. Blackrock knows it. Google knows it. Now you know it too. Time to make some money from it.", "reply_text": null, "parent_text": null, "quoted_text": "$FLNC - The market finally woke up to $FLNC today, sending shares up 25%. But I think this is just the first leg. With tariffs resolved, a massive backlog, accelerating growth, and a shift toward high-margin recurring revenue, the underlying thesis is much stronger than what is https://t.co/SXYRDOBSj9", "parent_author": null, "ret_m1d": -0.13875340453963425, "ret_signed_m1d": -0.13875340453963425, "alpha_spy_m1d": -0.1399765450723668, "alpha_c_m1d": -0.1399765450723668, "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": 0.16205960148924126, "ret_signed_p1d": 0.16205960148924126, "alpha_spy_p1d": 0.15762007157963587, "alpha_c_p1d": 0.15762007157963587, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.004439529909605389, "ret_p1w": -0.1186992110296643, "ret_signed_p1w": -0.1186992110296643, "alpha_spy_p1w": -0.13238022653554005, "alpha_c_p1w": -0.13238022653554005, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.013681015505875749, "ret_p1m": 0.04119231924693545, "ret_signed_p1m": 0.04119231924693545, "alpha_spy_p1m": 0.009254802194337941, "alpha_c_p1m": 0.009254802194337941, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.03193751705259751, "ret_p3m": 0.2574525638796359, "ret_signed_p3m": 0.2574525638796359, "alpha_spy_p3m": 0.20627562798699417, "alpha_c_p3m": 0.20627562798699417, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05117693589264172, "ret_p6m": -0.2888889244973232, "ret_signed_p6m": -0.2888889244973232, "alpha_spy_p6m": -0.3155099341895178, "alpha_c_p6m": -0.3155099341895178, "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": 0.04119231924693545, "alpha_spy_stated": 0.009254802194337941, "alpha_c_stated": 0.009254802194337941, "price_path": [-0.5534, -0.5144, -0.4835, -0.4466, -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]}
{"unit_id": "reply:1977370036894408714", "ticker_idx": 0, "ts": "2025-10-12T13:45:29+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN has raised over $2.9B of dilutive capital... co-CEOs each sold $57MM+ of stock... removed the performance requirement thresholds... shares outstanding are up a whopping 50% in the past year, and they still do NOT have any long-term contracted revenue", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish IREN: massive dilution, insider selling, CEO pay manipulation, no long-term contracted revenue, GPUs bought on spec with no customer 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": "Ok for the $IREN bulls out there. And this isnt me trying to shit on the company but want to get your answers to the below. This isnt my tweet but rather reworded from another tweet I saw on here:\n\nIn the past 12 months $IREN has raised over $2.9B of dilutive capital ($1.9B of convertible notes and $1B on their ATM).\n\nIREN diluted shareholders to buy Bitcoin mining ASICs and buy GPUs on spec. $IREN's 10-K tells you that they buy GPUs, then try to find customer contracts. To-date, all they have done is buy GPUs. Any contracts yet? $IREN does not have a long-term co-location contract?\n\nLast month, $IREN's co-CEO's each sold $57MM+ of stock and options.\n\n$IREN's board (which is more or less controlled by those two co-CEOs, who have outsized influence over the company relative to their actual financial incentives as they are the sole holders of $IREN's two B Class shares which give them 15x the voting power for each ordinary share they hold then otherwise) decided to modify the co-CEO's compensation in May 2025, with $IREN's share price plunging. The BoD (again - both co-CEOs sit on the BoD) removed the performance requirement thresholds to ensure the co-CEOs RSUs would vest no matter what, citing \"extraordinary performance... (under) market-wide structural factors and macroeconomic volatility.\" To summarize, the co-CEOs basically paid themselves 1MM+ shares that they were only supposed to receive if performance criteria were met... when it became clear that the performance criteria would NOT be met. And then not even 6 months later both co-CEOs sold a corresponding amount of shares.\n\n$IREN's BoD cited \"increased power capacity\" and \"scaled AI Cloud Services capacity to approximately 1,900 Nvidia GPUs\" as \"key highlights\" for the mgmt. team in FY25. Nothing about customers, profit, return on invested capital, or anything of the nature of actually driving durable, sustainable value to shareholders. \n\n$IREN shares outstanding are up a whopping 50% in the past year, and they still do NOT have any long-term contracted revenue. \n\nAdding in my quant @the_stockbull", "reply_text": null, "parent_text": "@NighthawkTradez @RJCcapital Both $IREN & $NBIS are great.\n\nWe have to disagree. 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{"unit_id": "reply:1978609407735857510", "ticker_idx": 0, "ts": "2025-10-15T23:50:18+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am 50x levered long on $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 50x levered long position in NBIS.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sam_badawi I am 50x levered long on $NBIS", "reply_text": null, "parent_text": "@RJCcapital Why dont you just buy more $NBIS. I feel like that is better use of capital.", "quoted_text": null, "parent_author": "Sam_Badawi", "ret_m1d": 0.02267555993796533, "ret_signed_m1d": 0.02267555993796533, "alpha_spy_m1d": 0.015818729437254042, "alpha_c_m1d": 0.011902117069370055, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.010773442868595273, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07802339404005643, "ret_signed_p1d": -0.07802339404005643, "alpha_spy_p1d": -0.08369959920430958, "alpha_c_p1d": -0.0847678206552317, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": 0.00674442661517527, "ret_p1w": -0.13719113400370397, "ret_signed_p1w": -0.13719113400370397, "alpha_spy_p1w": -0.1540231959648295, "alpha_c_p1w": -0.1466507686903169, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.009459634686612928, "ret_p1m": -0.32103380775426504, "ret_signed_p1m": -0.32103380775426504, "alpha_spy_p1m": -0.3381232523731649, "alpha_c_p1m": -0.2961587068535404, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": -0.024875100900724645, "ret_p3m": -0.14312419115179986, "ret_signed_p3m": -0.14312419115179986, "alpha_spy_p3m": -0.1963754799980203, "alpha_c_p3m": -0.17026285327511592, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.02713866212331606, "ret_p6m": 0.17823472157019693, "ret_signed_p6m": 0.17823472157019693, "alpha_spy_p6m": 0.14389113724048785, "alpha_c_p6m": 0.17373524546840424, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.004499476101792688, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.32103380775426504, "alpha_spy_stated": -0.3381232523731649, "alpha_c_stated": -0.2961587068535404, "price_path": [-0.5744, -0.5854, -0.5783, -0.5761, -0.5825, -0.5713, -0.5904, -0.5831, -0.5576, -0.5774, -0.5597, -0.5516, -0.5523, -0.4692, -0.441, -0.4291, -0.3878, -0.426, -0.4436, -0.4179, -0.4104, -0.4539, -0.4516, -0.4621, -0.4394, -0.4309, -0.4272, -0.4303, -0.4145, -0.4447, -0.4447, -0.4659, -0.4664, -0.4724, -0.4679, -0.4794, -0.222, -0.241, -0.2751, -0.2652, -0.2607, -0.2732, -0.2354, -0.235, -0.1929, -0.1336, -0.1239, -0.0797, -0.1227, -0.1247, -0.1042, -0.0875, -0.0604, 0.023, 0.0401, 0.0154, -0.0434, -0.0085, 0.078, 0.0532, 0.1009, 0.0415, 0.0227, 0.0, -0.078, -0.1141, -0.1525, -0.1985, -0.1372, -0.047, 0.0194, -0.0098, 0.0167, 0.0093, 0.0632, -0.0209, -0.1016, -0.0491, -0.1105, -0.0956, -0.1064, -0.1692, -0.2331, -0.2797, -0.321, -0.3012, -0.2641, -0.2273, -0.3121, -0.3233, -0.2531, -0.2776, -0.2304, -0.2304, -0.2289, -0.186, -0.2161, -0.196, -0.1645, -0.2032, -0.1846, -0.2164, -0.2394, -0.2337, -0.2873, -0.3405, -0.3421, -0.3868, -0.3653, -0.2729, -0.2423, -0.2683, -0.2593, -0.2593, -0.2881, -0.3007, -0.3078, -0.3197, -0.3197, -0.2689, -0.2455, -0.1853, -0.2181, -0.2092, -0.2041, -0.1277, -0.1431, -0.1712, -0.1557, -0.1163, -0.1163, -0.193, -0.1964, -0.2129, -0.232, -0.2567, -0.2046, -0.1838, -0.2286, -0.3076, -0.2835, -0.2689, -0.3304, -0.3996, -0.3002, -0.2451, -0.254, -0.2798, -0.2707, -0.2034, -0.2034, -0.2074, -0.1726, -0.1254, -0.2042, -0.1823, -0.1663, -0.1375, -0.1476, -0.2589, -0.2603, -0.2945, -0.2053, -0.2226, -0.274, -0.2284, -0.2163, -0.0898, -0.1219, -0.082, 0.0553, -0.0545, -0.0364, -0.0124, -0.0441, -0.0723, -0.0661, -0.0646, -0.1387, -0.1806, -0.2502, -0.1567, -0.1714, -0.1156, -0.1156, -0.0853, -0.0458, 0.0159, 0.108, 0.1782]}
{"unit_id": "quote:1974635930091937841", "ticker_idx": 0, "ts": "2025-10-05T00:41:07+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$10B IN ARR IN FY 26 AND YOURE BEARISH???", "tweet_type": "prediction", "timeline": "quarters", "summary": "Author dismisses bearish valuation concerns on NBIS, citing $10B ARR in FY26 as justification for the surge.", "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": "$10B IN ARR IN FY 26 AND YOURE BEARISH???", "reply_text": null, "parent_text": null, "quoted_text": "Seeing a ton of hype on $NBIS does anyone know a way to gauge if they’re overvalued yet? \n\nI understand their new deals and growth metrics , but is the surge still justified?", "parent_author": null, "ret_m1d": 0.024331686058298496, "ret_signed_m1d": 0.024331686058298496, "alpha_spy_m1d": 0.027905142637612235, "alpha_c_m1d": 0.025361676025345115, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0010299899670466184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05794785778525535, "ret_signed_p1d": -0.05794785778525535, "alpha_spy_p1d": -0.05424034389593757, "alpha_c_p1d": -0.054085395408830395, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0038624623764249577, "ret_p1w": 0.08420044875054766, "ret_signed_p1w": 0.08420044875054766, "alpha_spy_p1w": 0.09696081704803727, "alpha_c_p1w": 0.10711699868325608, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02291654993270842, "ret_p1m": -0.11525533251555797, "ret_signed_p1m": -0.11525533251555797, "alpha_spy_p1m": -0.12066032533025106, "alpha_c_p1m": -0.08349836574482628, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.0317569667707317, "ret_p3m": -0.33003841687685054, "ret_signed_p3m": -0.33003841687685054, "alpha_spy_p3m": -0.34838988215623623, "alpha_c_p3m": -0.3436947702524794, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.013656353375628871, "ret_p6m": -0.1695213693877481, "ret_signed_p6m": -0.1695213693877481, "alpha_spy_p6m": -0.14336489142789688, "alpha_c_p6m": -0.12715421087025702, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.042367158517491066, "ret_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": -0.33003841687685054, "alpha_spy_stated": -0.34838988215623623, "alpha_c_stated": -0.3436947702524794, "price_path": [-0.6314, -0.6284, -0.6454, -0.5842, -0.5716, -0.5733, -0.5703, -0.5775, -0.5808, -0.5917, -0.5848, -0.5825, -0.5888, -0.5778, -0.5966, -0.5895, -0.5644, -0.5838, -0.5664, -0.5584, -0.5591, -0.4773, -0.4495, -0.4378, -0.3971, -0.4347, -0.4521, -0.4268, -0.4194, -0.4622, -0.46, -0.4703, -0.4479, -0.4396, -0.4359, -0.4389, -0.4234, -0.4532, -0.4532, -0.474, -0.4745, -0.4805, -0.476, -0.4873, -0.2339, -0.2525, -0.2861, -0.2764, -0.272, -0.2842, -0.247, -0.2467, -0.2051, -0.1468, -0.1372, -0.0937, -0.1361, -0.138, -0.1178, -0.1014, -0.0747, 0.0074, 0.0243, 0.0, -0.0579, -0.0235, 0.0616, 0.0371, 0.0842, 0.0257, 0.0071, -0.0152, -0.092, -0.1276, -0.1654, -0.2107, -0.1503, -0.0615, 0.0039, -0.0249, 0.0013, -0.0061, 0.0471, -0.0358, -0.1153, -0.0636, -0.1241, -0.1093, -0.12, -0.1818, -0.2448, -0.2906, -0.3314, -0.3118, -0.2753, -0.2391, -0.3226, -0.3336, -0.2644, -0.2886, -0.2421, -0.2421, -0.2407, -0.1984, -0.228, -0.2083, -0.1772, -0.2153, -0.197, -0.2283, -0.2509, -0.2454, -0.2981, -0.3506, -0.3521, -0.3961, -0.375, -0.284, -0.2538, -0.2794, -0.2706, -0.2706, -0.2989, -0.3113, -0.3183, -0.33, -0.33, -0.2801, -0.257, -0.1977, -0.23, -0.2212, -0.2162, -0.1409, -0.1562, -0.1838, -0.1685, -0.1297, -0.1297, -0.2053, -0.2087, -0.2248, -0.2436, -0.268, -0.2167, -0.1962, -0.2404, -0.3182, -0.2944, -0.2801, -0.3406, -0.4088, -0.3109, -0.2566, -0.2653, -0.2908, -0.2818, -0.2155, -0.2155, -0.2195, -0.1852, -0.1387, -0.2163, -0.1947, -0.179, -0.1506, -0.1606, -0.2701, -0.2716, -0.3053, -0.2174, -0.2344, -0.285, -0.2401, -0.2282, -0.1036, -0.1353, -0.096, 0.0393, -0.0689, -0.0511, -0.0274, -0.0586, -0.0864, -0.0803, -0.0788, -0.1518, -0.1931, -0.2616, -0.1695]}
{"unit_id": "reply:1980740681636213221", "ticker_idx": 0, "ts": "2025-10-21T20:59:13+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD will become a $1 Trillion company", "tweet_type": "prediction", "timeline": "years", "summary": "HOOD to $1T; SOFI to bankruptcy — decisive long HOOD / short SOFI pair call.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@YodaStockInvest $HOOD will become a $1 Trillion company.\n\n$SOFI will become a chapter 11 company.", "reply_text": null, "parent_text": "What stock do you think has more upside from here? $SOFI or $HOOD?\n\nI think $SOFI. Just look at MC. https://t.co/jmwJuBrFfT", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.036315006074969736, "ret_signed_m1d": 0.036315006074969736, "alpha_spy_m1d": 0.03108892002637087, "alpha_c_m1d": 0.03059311645214713, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.005721889622822607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.055887443343260346, "ret_signed_p1d": 0.055887443343260346, "alpha_spy_p1d": 0.04995748063729599, "alpha_c_p1d": 0.053789456425336946, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.0020979869179234, "ret_p1w": 0.13818583290654618, "ret_signed_p1w": 0.13818583290654618, "alpha_spy_p1w": 0.1088506351018157, "alpha_c_p1w": 0.1446706804228568, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": -0.006484847516310621, "ret_p1m": -0.16514700467406862, "ret_signed_p1m": -0.16514700467406862, "alpha_spy_p1m": -0.14228096600398077, "alpha_c_p1m": -0.13997057250231415, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.02517643217175447, "ret_p3m": -0.14526020421013996, "ret_signed_p3m": -0.14526020421013996, "alpha_spy_p3m": -0.18404990866396143, "alpha_c_p3m": -0.1872259814245204, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.04196577721438044, "ret_p6m": -0.3173243386198964, "ret_signed_p6m": -0.3173243386198964, "alpha_spy_p6m": -0.3740108305006634, "alpha_c_p6m": -0.31828238101723094, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.0009580423973345464, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1758, -0.1607, -0.1879, -0.166, -0.19, -0.2147, -0.1639, -0.171, -0.1695, -0.1257, -0.099, -0.1069, -0.1032, -0.1462, -0.1298, -0.1026, -0.0959, -0.155, -0.172, -0.1644, -0.1407, -0.1515, -0.1448, -0.191, -0.185, -0.1823, -0.1823, -0.2074, -0.2075, -0.1911, -0.2041, -0.0781, -0.0685, -0.0767, -0.0744, -0.0958, -0.0974, -0.0773, -0.0674, -0.0496, -0.0192, -0.0183, -0.008, -0.0033, -0.0359, -0.0428, 0.0747, 0.1255, 0.0937, 0.1453, 0.1686, 0.1339, 0.1398, 0.1859, 0.1984, 0.0923, 0.1058, 0.0608, 0.0545, 0.0332, 0.0211, 0.0674, 0.0363, 0.0, 0.0559, 0.0988, 0.1465, 0.1496, 0.1382, 0.0853, 0.1537, 0.1561, 0.0753, 0.1199, -0.0011, 0.0247, 0.0681, 0.037, 0.0453, -0.0447, -0.0371, -0.0884, -0.1016, -0.0712, -0.1651, -0.1566, -0.0963, -0.0916, 0.0077, 0.0077, 0.01, -0.0313, -0.01, 0.0505, 0.0775, 0.0372, 0.0724, 0.0667, 0.0663, -0.0302, -0.0607, -0.094, -0.0615, -0.0898, -0.0791, -0.0461, -0.0381, -0.0549, -0.0533, -0.0533, -0.0715, -0.077, -0.0925, -0.111, -0.111, -0.0944, -0.0313, -0.0434, -0.0806, -0.093, -0.0939, -0.0762, -0.0549, -0.0593, -0.1326, -0.1453, -0.1453, -0.1685, -0.1674, -0.1648, -0.159, -0.1589, -0.1728, -0.1872, -0.2042, -0.218, -0.2933, -0.3156, -0.3663, -0.4287, -0.349, -0.3196, -0.3271, -0.3871, -0.441, -0.4028, -0.4028, -0.407, -0.4088, -0.4054, -0.4017, -0.4358, -0.4231, -0.3906, -0.3755, -0.4038, -0.3808, -0.4021, -0.3538, -0.3668, -0.394, -0.3763, -0.3827, -0.3815, -0.4017, -0.4231, -0.408, -0.392, -0.4113, -0.4171, -0.4428, -0.4302, -0.457, -0.4298, -0.447, -0.4811, -0.4878, -0.4553, -0.4489, -0.4584, -0.4584, -0.4515, -0.4525, -0.4354, -0.4488, -0.4561, -0.4366, -0.3783, -0.3136, -0.3173]}
{"unit_id": "reply:1980740681636213221", "ticker_idx": 1, "ts": "2025-10-21T20:59:13+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SOFI will become a chapter 11 company", "tweet_type": "prediction", "timeline": "years", "summary": "HOOD to $1T; SOFI to bankruptcy — decisive long HOOD / short SOFI pair call.", "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 $HOOD will become a $1 Trillion company.\n\n$SOFI will become a chapter 11 company.", "reply_text": null, "parent_text": "What stock do you think has more upside from here? $SOFI or $HOOD?\n\nI think $SOFI. Just look at MC. https://t.co/jmwJuBrFfT", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.0573740138029184, "ret_signed_m1d": -0.0573740138029184, "alpha_spy_m1d": -0.052147927754319534, "alpha_c_m1d": -0.05165212418009579, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.005721889622822607, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03273259919703353, "ret_signed_p1d": -0.03273259919703353, "alpha_spy_p1d": -0.026802636491069176, "alpha_c_p1d": -0.03063461227911013, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.0020979869179234, "ret_p1w": 0.13644718689231317, "ret_signed_p1w": -0.13644718689231317, "alpha_spy_p1w": -0.10711198908758268, "alpha_c_p1w": -0.1429320344086238, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": -0.006484847516310621, "ret_p1m": -0.0838543818264964, "ret_signed_p1m": 0.0838543818264964, "alpha_spy_p1m": 0.06098834315640855, "alpha_c_p1m": 0.058677949654741934, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.02517643217175447, "ret_p3m": -0.038984970668289654, "ret_signed_p3m": 0.038984970668289654, "alpha_spy_p3m": 0.07777467512211111, "alpha_c_p3m": 0.0809507478826701, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.04196577721438044, "ret_p6m": -0.3001103231752815, "ret_signed_p6m": 0.3001103231752815, "alpha_spy_p6m": 0.35679681505604854, "alpha_c_p6m": 0.30106836557261607, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.0009580423973345464, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2203, -0.2269, -0.1762, -0.1957, -0.1695, -0.2192, -0.1979, -0.2078, -0.2107, -0.1879, -0.1872, -0.1754, -0.1302, -0.1243, -0.1434, -0.1258, -0.1089, -0.1633, -0.1718, -0.142, -0.0798, -0.0382, -0.0577, -0.082, -0.0423, -0.0607, -0.0607, -0.0839, -0.0993, -0.0666, -0.0585, -0.0452, -0.0449, -0.0614, -0.0452, -0.0235, 0.0177, 0.0085, -0.0018, 0.0338, 0.0853, 0.0964, 0.0699, 0.046, 0.0342, 0.0291, 0.0132, -0.0283, -0.0526, -0.0449, -0.0717, -0.0305, 0.0349, 0.0305, 0.0463, -0.0368, -0.0018, 0.025, 0.0309, -0.0217, -0.0239, 0.0548, 0.0574, 0.0, 0.0327, 0.0669, 0.1033, 0.1644, 0.1364, 0.0677, 0.0916, 0.1265, 0.0802, 0.1059, -0.0011, 0.0375, 0.1232, 0.1383, 0.1846, 0.0441, 0.0232, -0.0055, -0.0349, -0.0173, -0.0839, -0.0736, 0.0077, 0.0419, 0.0478, 0.0478, 0.093, 0.0677, 0.0853, 0.0691, 0.0886, 0.0217, 0.0154, -0.0132, -0.0037, -0.0044, 0.0033, -0.0504, -0.0224, -0.0706, -0.0331, 0.0018, 0.0059, 0.0, 0.0107, 0.0107, -0.0044, -0.0136, -0.0232, -0.0371, -0.0371, 0.0099, 0.0769, -0.0077, -0.007, 0.0195, 0.0077, -0.0217, -0.0018, -0.0191, -0.0276, -0.039, -0.039, -0.0625, -0.057, -0.0405, -0.0493, -0.0511, -0.0636, -0.0953, -0.1041, -0.1611, -0.1879, -0.1997, -0.2369, -0.2843, -0.2328, -0.2148, -0.221, -0.2442, -0.2902, -0.2788, -0.2788, -0.2825, -0.2814, -0.2902, -0.3005, -0.3299, -0.3137, -0.2905, -0.2975, -0.3468, -0.3236, -0.3156, -0.3122, -0.292, -0.3049, -0.3089, -0.3273, -0.3185, -0.349, -0.3468, -0.3516, -0.3612, -0.3682, -0.3718, -0.3784, -0.3693, -0.3858, -0.391, -0.4163, -0.4399, -0.4428, -0.416, -0.4252, -0.4171, -0.4171, -0.4016, -0.4075, -0.3935, -0.4016, -0.4035, -0.3729, -0.3413, -0.3089, -0.3001]}
{"unit_id": "orig:1993683059493736891", "ticker_idx": 0, "ts": "2025-11-26T14:07:36+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Susquehanna has updated their rating for Fluence Energy ( $FLNC ) to Positive with a price target of $20", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Susquehanna upgrade of FLNC to Positive with $20 PT; adopted as bullish.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC - Susquehanna has updated their rating for Fluence Energy ( $FLNC ) to Positive with a price target of $20.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1169035987420538, "ret_signed_m1d": -0.1169035987420538, "alpha_spy_m1d": -0.11004734900915802, "alpha_c_m1d": -0.11004734900915802, "bench_spy_m1d": -0.0068562497328957805, "bench_c_m1d": -0.0068562497328957805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04528702584080779, "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": "orig:1975933409647374407", "ticker_idx": 0, "ts": "2025-10-08T14:36:50+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Everything points to $NVDA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NVDA; everything points to it.", "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": "Everything points to $NVDA https://t.co/bF0H9jJENi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02152188536084898, "ret_signed_m1d": -0.02152188536084898, "alpha_spy_m1d": -0.015594177341817006, "alpha_c_m1d": 0.004542246782127557, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": -0.026064132142976537, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0182962524780399, "ret_signed_p1d": 0.0182962524780399, "alpha_spy_p1d": 0.02119322720297312, "alpha_c_p1d": 0.02078138142185748, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.0024851289438175828, "ret_p1w": -0.049071937769506246, "ret_signed_p1w": -0.049071937769506246, "alpha_spy_p1w": -0.037275949667161856, "alpha_c_p1w": -0.036675572529325184, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.012396365240181062, "ret_p1m": -0.005446557792602613, "ret_signed_p1m": -0.005446557792602613, "alpha_spy_p1m": -0.0012867851474277492, "alpha_c_p1m": -0.01995228392102577, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": 0.014505726128423158, "ret_p3m": -0.005179626693950112, "ret_signed_p3m": -0.005179626693950112, "alpha_spy_p3m": -0.029903933643077973, "alpha_c_p3m": -0.09965442095474764, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.09447479426079752, "ret_p6m": -0.06187154247880422, "ret_signed_p6m": -0.06187154247880422, "alpha_spy_p6m": -0.04174750631992241, "alpha_c_p6m": -0.19904245130852194, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": 0.13717090882971772, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005446557792602613, "alpha_spy_stated": -0.0012867851474277492, "alpha_c_stated": -0.01995228392102577, "price_path": [-0.128, -0.1325, -0.0974, -0.0939, -0.0852, -0.0884, -0.0938, -0.1168, -0.097, -0.0813, -0.0826, -0.0654, -0.072, -0.0521, -0.0595, -0.0814, -0.0482, -0.0574, -0.0513, -0.0442, -0.034, -0.0373, -0.0315, -0.0398, -0.0375, -0.0458, -0.0376, -0.0713, -0.0725, -0.0748, -0.0589, -0.0492, -0.0389, -0.0398, -0.0473, -0.079, -0.079, -0.097, -0.0978, -0.0923, -0.1169, -0.11, -0.0971, -0.0623, -0.0631, -0.0597, -0.0601, -0.0752, -0.0995, -0.0681, -0.0658, -0.0291, -0.0565, -0.0642, -0.0604, -0.0577, -0.0384, -0.0134, -0.0099, -0.0012, -0.0079, -0.0189, -0.0215, 0.0, 0.0183, -0.0315, -0.0042, -0.048, -0.0491, -0.0386, -0.0311, -0.0342, -0.042, -0.0467, -0.0368, -0.0151, 0.0126, 0.063, 0.0948, 0.0729, 0.0708, 0.094, 0.0507, 0.0323, -0.0054, -0.0051, 0.0526, 0.0214, 0.0248, -0.0119, 0.0056, -0.0133, -0.041, -0.0137, -0.0448, -0.0541, -0.0347, -0.0597, -0.0468, -0.0468, -0.064, -0.0486, -0.0405, -0.0503, -0.0302, -0.0354, -0.0188, -0.0218, -0.0281, -0.0432, -0.0745, -0.0677, -0.0602, -0.096, -0.0791, -0.0429, -0.0286, 0.0006, -0.0026, -0.0026, 0.0076, -0.0047, -0.0082, -0.0137, -0.0137, -0.0013, -0.0052, -0.0098, 0.0001, -0.0215, -0.0224, -0.022, -0.0174, -0.0315, -0.0108, -0.0152, -0.0152, -0.0583, -0.0306, -0.0225, -0.0076, -0.0139, -0.0031, 0.0128, 0.018, 0.0107, -0.0185, -0.0463, -0.0788, -0.0911, -0.0195, 0.005, -0.003, 0.005, -0.0114, -0.0333, -0.0333, -0.0218, -0.0059, -0.0063, 0.0038, 0.013, 0.0198, 0.0342, -0.0223, -0.063, -0.035, -0.0479, -0.032, -0.0305, -0.0596, -0.0341, -0.0229, -0.0162, -0.0315, -0.0467, -0.031, -0.0379, -0.046, -0.0557, -0.0867, -0.0711, -0.0735, -0.055, -0.0944, -0.1141, -0.1265, -0.0777, -0.0705, -0.0619]}
{"unit_id": "orig:1987591880343728625", "ticker_idx": 0, "ts": "2025-11-09T18:43:26+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When and how I'll build a $HIMS position... $25 = 2% position / $15 = add another 2% / $10 = add another 2%", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Plans to build a 6% long HIMS position in tranches at $25, $15, and $10, or at equivalent lower P/S multiples, on valuation discipline.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "When and how I’ll build a $HIMS position. Non-disciplined dumb retail investors about to get triggered.\n\n$25 = 2% position\n$15 = add another 2%\n$10 = add another 2%\n\nI’ll then have 6% allocated and I would leave it alone.\n\nOr at higher share prices but lower P/S multiples, I’d follow the same framework.\n\nBecause fundamentals matter.\nBecause valuation discipline matters.\nThank you to my good friend @LiebermanAustin for showing me the vision.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.000487221879059474, "ret_signed_m1d": -0.000487221879059474, "alpha_spy_m1d": 0.01487739332146254, "alpha_c_m1d": 0.01487739332146254, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.015364615200522014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03166867871429557, "ret_signed_p1d": -0.03166867871429557, "alpha_spy_p1d": -0.03395785574214949, "alpha_c_p1d": -0.03395785574214949, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.002289177027853917, "ret_p1w": -0.1332520708323781, "ret_signed_p1w": -0.1332520708323781, "alpha_spy_p1w": -0.11010978070709565, "alpha_c_p1w": -0.11010978070709565, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.02314229012528246, "ret_p1m": -0.029963448601623033, "ret_signed_p1m": -0.029963448601623033, "alpha_spy_p1m": -0.0323113271076253, "alpha_c_p1m": -0.0323113271076253, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.0023478785060022656, "ret_p3m": -0.42801461684222797, "ret_signed_p3m": -0.42801461684222797, "alpha_spy_p3m": -0.4253471313651994, "alpha_c_p3m": -0.4253471313651994, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.0026674854770285528, "ret_p6m": -0.35858707885346464, "ret_signed_p6m": -0.35858707885346464, "alpha_spy_p6m": -0.4267532220986179, "alpha_c_p6m": -0.4267532220986179, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.06816614324515324, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.029963448601623033, "alpha_spy_stated": -0.0323113271076253, "alpha_c_stated": -0.0323113271076253, "price_path": [0.1773, 0.1481, 0.1211, 0.0987, 0.0275, 0.0568, 0.0709, 0.0857, 0.0473, 0.1048, 0.0721, 0.0748, 0.0317, 0.0317, 0.0117, 0.0831, 0.172, 0.1793, 0.2093, 0.1642, 0.1639, 0.2609, 0.352, 0.3145, 0.2397, 0.2266, 0.3691, 0.4085, 0.4056, 0.3642, 0.2972, 0.3367, 0.4227, 0.4402, 0.3817, 0.3717, 0.4097, 0.2799, 0.334, 0.4122, 0.4171, 0.419, 0.3143, 0.3333, 0.316, 0.5289, 0.4409, 0.2127, 0.2512, 0.2024, 0.1562, 0.1812, 0.1883, 0.1749, 0.1479, 0.1359, 0.0733, 0.1074, 0.0814, 0.0424, 0.0653, 0.0114, -0.0005, 0.0, -0.0317, -0.0495, -0.1218, -0.0991, -0.1333, -0.1167, -0.1272, -0.181, -0.1544, -0.0797, -0.0965, -0.0646, -0.0646, -0.0314, -0.0862, -0.1155, -0.097, -0.0251, -0.0451, -0.047, -0.03, -0.0772, -0.0799, -0.0935, -0.1169, -0.1021, -0.1481, -0.153, -0.1337, -0.1462, -0.1523, -0.1554, -0.1554, -0.1642, -0.1693, -0.1951, -0.209, -0.209, -0.1861, -0.1544, -0.1362, -0.1362, -0.1749, -0.228, -0.2122, -0.2156, -0.237, -0.2392, -0.2356, -0.2356, -0.2577, -0.2962, -0.2565, -0.2784, -0.2624, -0.277, -0.3016, -0.2724, -0.3401, -0.3559, -0.3778, -0.4056, -0.428, -0.4392, -0.5291, -0.58, -0.5934, -0.6151, -0.6029, -0.6029, -0.6037, -0.6141, -0.6146, -0.6192, -0.6222, -0.6234, -0.6146, -0.62, -0.6463, -0.5985, -0.6146, -0.5993, -0.6132, -0.6166, -0.4602, -0.4283, -0.3695, -0.4192, -0.3966, -0.3939, -0.3915, -0.4361, -0.4114, -0.4636, -0.4529, -0.4801, -0.4923, -0.4918, -0.5279, -0.5425, -0.4943, -0.5167, -0.5337, -0.5337, -0.5048, -0.525, -0.5276, -0.5189, -0.5267, -0.4848, -0.4797, -0.4083, -0.3425, -0.2979, -0.2446, -0.275, -0.2933, -0.3143, -0.2555, -0.284, -0.3201, -0.3586, -0.3381, -0.3323, -0.3357, -0.3586]}
{"unit_id": "orig:1991135914513277209", "ticker_idx": 0, "ts": "2025-11-19T13:26:10+00:00", "symbol": "FIX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "FIX is directly tied to that capex cycle", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names FIX, BE, EOSE, NBIS, and CSIQ as beneficiaries of Brookfield's $10B AI infrastructure fund, each tied to data-center power, cooling, storage, compute, or solar demand.", "resolved_tickers": ["FIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "original", "lang": "en", "tweet_text": "BROOKFIELD RAISING $10 BILLION AI INFRASTRUCE FUND WITH $NVDA AS INVESTOR - WSJ\n\nHere are 5 stocks that could benefit.\n\n$FIX – Comfort Systems is one of the biggest beneficiaries of the physical build-out behind AI: HVAC, electrical, cooling, and modular mechanical systems for hyperscale data centers. Every new GPU hall needs massive cooling and power-distribution work, and FIX is directly tied to that capex cycle.\n\n$BE – Bloom Energy provides on-site power and fuel-cell systems that solve the #1 constraint in AI infrastructure: reliable, scalable electricity. As data-center loads explode, operators turn to behind-the-meter power, which is exactly Bloom’s lane.\n\n$EOSE – Eos provides long-duration zinc-based energy storage that supports grid stability for data-center clusters. As AI campuses strain local grids, utilities need storage to buffer peaks, making EOSE levered to the infrastructure bottleneck power issue.\n\n$NBIS – Nebius is a pure-play AI compute and data-center operator directly tied to GPU deployments, new campuses, and hyperscale partnerships. More AI infrastructure funding = more demand for Nebius GPU clusters and new capacity buildouts.\n\n$CSIQ – Canadian Solar benefits from the rising need for renewable generation dedicated to AI data centers. With power demand surging, hyperscalers are signing long-term solar + storage deals, positioning CSIQ as a supplier of the energy feeding the AI boom.\n\nI have covered these companies repeatedly and most recently, I published a full deep-dive on $EOSE, breaking down its technology, unit economics, state-level incentives, and long-duration storage role in the AI power crunch. Link below if you're interested in reading a more detailed analysis.\n\nhttps://t.co/SpW0dDzG3P", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010220316192304235, "ret_signed_m1d": -0.010220316192304235, "alpha_spy_m1d": -0.006372006250112472, "alpha_c_m1d": -0.006894714784137057, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": -0.003325601408167178, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05836642883165177, "ret_signed_p1d": -0.05836642883165177, "alpha_spy_p1d": -0.043124201515003735, "alpha_c_p1d": -0.041605541057313955, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.016760887774337818, "ret_p1w": 0.04347130442866587, "ret_signed_p1w": 0.04347130442866587, "alpha_spy_p1w": 0.017740491461581298, "alpha_c_p1w": 0.027176113462262563, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.016295190966403306, "ret_p1m": -0.012853293391354548, "ret_signed_p1m": -0.012853293391354548, "alpha_spy_p1m": -0.03373963432434768, "alpha_c_p1m": -0.04065495261922525, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.0278016592278707, "ret_p3m": 0.437882872038188, "ret_signed_p3m": 0.437882872038188, "alpha_spy_p3m": 0.4059880391159132, "alpha_c_p3m": 0.2754850074663824, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.1623978645718056, "ret_p6m": 1.196046240447464, "ret_signed_p6m": 1.196046240447464, "alpha_spy_p6m": 1.060525566972792, "alpha_c_p6m": 1.028106696472029, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": 0.1679395439754352, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.012853293391354548, "alpha_spy_stated": -0.03373963432434768, "alpha_c_stated": -0.04065495261922525, "price_path": [-0.2595, -0.2577, -0.2402, -0.2376, -0.2159, -0.2445, -0.2445, -0.2497, -0.2474, -0.2225, -0.2414, -0.2311, -0.2379, -0.1922, -0.1785, -0.1905, -0.1601, -0.1653, -0.1806, -0.1414, -0.1432, -0.1176, -0.1362, -0.1499, -0.1602, -0.1361, -0.1388, -0.1137, -0.1039, -0.1054, -0.1214, -0.1135, -0.123, -0.0929, -0.1035, -0.1235, -0.0914, -0.1065, -0.1009, -0.0991, -0.1108, -0.1013, -0.1092, -0.1507, -0.1139, 0.0543, 0.0487, 0.0536, 0.0855, 0.0346, 0.0371, 0.05, 0.0267, 0.0609, 0.0287, 0.026, 0.0463, 0.0252, 0.0452, -0.0354, -0.0225, -0.0115, -0.0102, 0.0, -0.0584, -0.0391, 0.0157, 0.0285, 0.0435, 0.0435, 0.0499, 0.033, 0.0057, 0.0202, 0.0797, 0.0763, 0.0634, 0.0571, 0.0976, 0.1015, 0.0402, 0.0408, 0.0408, -0.0502, -0.0129, 0.011, 0.0218, 0.0375, 0.0296, 0.0296, 0.0358, 0.0217, 0.0177, 0.003, 0.003, 0.0786, 0.1094, 0.1124, 0.1124, 0.0441, 0.0859, 0.1157, 0.1533, 0.1318, 0.1725, 0.2036, 0.2036, 0.2195, 0.2337, 0.2162, 0.2052, 0.2118, 0.247, 0.2564, 0.259, 0.2274, 0.2641, 0.3003, 0.2034, 0.2337, 0.3221, 0.3795, 0.3645, 0.4386, 0.3971, 0.4379, 0.4379, 0.4377, 0.418, 0.4761, 0.5714, 0.5192, 0.5783, 0.5589, 0.5457, 0.5361, 0.5457, 0.4951, 0.5372, 0.4489, 0.3753, 0.4757, 0.4877, 0.5132, 0.4771, 0.4681, 0.5205, 0.5316, 0.5301, 0.5533, 0.4588, 0.5142, 0.5715, 0.5813, 0.4609, 0.4696, 0.369, 0.4828, 0.536, 0.5238, 0.5238, 0.542, 0.5321, 0.6399, 0.6929, 0.7127, 0.7503, 0.7747, 0.773, 0.7268, 0.7747, 0.8065, 0.8001, 0.8543, 0.9074, 0.856, 0.929, 0.8486, 0.8539, 0.9787, 1.0075, 1.0343, 1.1153, 1.1629, 1.0882, 1.0993, 1.186, 1.168, 1.1877, 1.196]}
{"unit_id": "orig:1991135914513277209", "ticker_idx": 1, "ts": "2025-11-19T13:26:10+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bloom Energy provides on-site power and fuel-cell systems that solve the #1 constraint in AI infrastructure: reliable, scalable electricity", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names FIX, BE, EOSE, NBIS, and CSIQ as beneficiaries of Brookfield's $10B AI infrastructure fund, each tied to data-center power, cooling, storage, compute, or solar demand.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "BROOKFIELD RAISING $10 BILLION AI INFRASTRUCE FUND WITH $NVDA AS INVESTOR - WSJ\n\nHere are 5 stocks that could benefit.\n\n$FIX – Comfort Systems is one of the biggest beneficiaries of the physical build-out behind AI: HVAC, electrical, cooling, and modular mechanical systems for hyperscale data centers. Every new GPU hall needs massive cooling and power-distribution work, and FIX is directly tied to that capex cycle.\n\n$BE – Bloom Energy provides on-site power and fuel-cell systems that solve the #1 constraint in AI infrastructure: reliable, scalable electricity. As data-center loads explode, operators turn to behind-the-meter power, which is exactly Bloom’s lane.\n\n$EOSE – Eos provides long-duration zinc-based energy storage that supports grid stability for data-center clusters. As AI campuses strain local grids, utilities need storage to buffer peaks, making EOSE levered to the infrastructure bottleneck power issue.\n\n$NBIS – Nebius is a pure-play AI compute and data-center operator directly tied to GPU deployments, new campuses, and hyperscale partnerships. More AI infrastructure funding = more demand for Nebius GPU clusters and new capacity buildouts.\n\n$CSIQ – Canadian Solar benefits from the rising need for renewable generation dedicated to AI data centers. With power demand surging, hyperscalers are signing long-term solar + storage deals, positioning CSIQ as a supplier of the energy feeding the AI boom.\n\nI have covered these companies repeatedly and most recently, I published a full deep-dive on $EOSE, breaking down its technology, unit economics, state-level incentives, and long-duration storage role in the AI power crunch. Link below if you're interested in reading a more detailed analysis.\n\nhttps://t.co/SpW0dDzG3P", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03635361308526952, "ret_signed_m1d": -0.03635361308526952, "alpha_spy_m1d": -0.03250530314307776, "alpha_c_m1d": -0.03302801167710234, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": -0.003325601408167178, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14275225381615053, "ret_signed_p1d": -0.14275225381615053, "alpha_spy_p1d": -0.1275100264995025, "alpha_c_p1d": -0.1259913660418127, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.016760887774337818, "ret_p1w": -0.0715138244166259, "ret_signed_p1w": -0.0715138244166259, "alpha_spy_p1w": -0.09724463738371047, "alpha_c_p1w": -0.08780901538302921, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.016295190966403306, "ret_p1m": -0.26365556908328125, "ret_signed_p1m": -0.26365556908328125, "alpha_spy_p1m": -0.2845419100162744, "alpha_c_p1m": -0.29145722831115195, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.0278016592278707, "ret_p3m": 0.28284223906794903, "ret_signed_p3m": 0.28284223906794903, "alpha_spy_p3m": 0.25094740614567423, "alpha_c_p3m": 0.12044437449614342, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.1623978645718056, "ret_p6m": 1.7853667751040385, "ret_signed_p6m": 1.7853667751040385, "alpha_spy_p6m": 1.6498461016293664, "alpha_c_p6m": 1.6174272311286033, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": 0.1679395439754352, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26365556908328125, "alpha_spy_stated": -0.2845419100162744, "alpha_c_stated": -0.29145722831115195, "price_path": [-0.5544, -0.547, -0.5415, -0.5332, -0.4969, -0.514, -0.514, -0.5286, -0.5185, -0.4959, -0.4761, -0.5094, -0.4951, -0.422, -0.3823, -0.3825, -0.3847, -0.3272, -0.2686, -0.2567, -0.2203, -0.208, -0.2896, -0.3649, -0.3694, -0.3544, -0.3243, -0.2236, -0.172, -0.1921, -0.1711, -0.2016, -0.21, -0.196, -0.2045, -0.2025, 0.009, 0.0471, 0.0702, 0.0566, 0.0236, 0.0012, -0.0418, -0.1337, -0.0689, 0.0133, -0.0037, 0.0399, 0.2275, 0.1737, 0.2133, 0.307, 0.1847, 0.2982, 0.2564, 0.2413, 0.2782, 0.1665, 0.1633, -0.0494, 0.0272, -0.0167, -0.0364, 0.0, -0.1428, -0.1739, -0.1227, -0.1344, -0.0715, -0.0715, 0.0028, -0.0918, -0.0361, -0.059, 0.0841, 0.0941, 0.0263, 0.0047, -0.0701, 0.0006, -0.1281, -0.1776, -0.1957, -0.2934, -0.2637, -0.1846, -0.153, -0.1607, -0.1565, -0.1565, -0.1721, -0.1884, -0.1989, -0.2023, -0.2023, -0.094, -0.0465, -0.054, -0.0085, 0.1185, 0.2308, 0.2565, 0.2831, 0.2252, 0.2776, 0.3724, 0.3724, 0.3931, 0.3822, 0.3369, 0.3301, 0.2817, 0.3982, 0.5183, 0.4368, 0.3896, 0.4333, 0.5504, 0.3527, 0.254, 0.313, 0.4245, 0.3651, 0.4279, 0.2763, 0.2828, 0.2828, 0.3341, 0.4438, 0.4597, 0.3545, 0.4714, 0.5258, 0.6044, 0.5475, 0.4291, 0.5239, 0.4048, 0.5127, 0.4687, 0.2411, 0.3891, 0.4138, 0.4616, 0.4429, 0.4184, 0.4108, 0.4693, 0.4374, 0.5302, 0.3781, 0.2974, 0.3392, 0.3791, 0.2257, 0.2232, 0.0971, 0.2438, 0.2159, 0.2451, 0.2451, 0.2393, 0.2477, 0.3475, 0.47, 0.5303, 0.6219, 1.0107, 0.9631, 0.9284, 0.9082, 1.0038, 1.028, 1.1092, 1.1809, 1.1222, 1.1544, 1.0781, 1.6436, 1.6013, 1.667, 1.6498, 1.7105, 1.6207, 1.3744, 1.3963, 1.6064, 1.5768, 1.6601, 1.7854]}
{"unit_id": "orig:1991135914513277209", "ticker_idx": 2, "ts": "2025-11-19T13:26:10+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "EOSE levered to the infrastructure bottleneck power issue", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names FIX, BE, EOSE, NBIS, and CSIQ as beneficiaries of Brookfield's $10B AI infrastructure fund, each tied to data-center power, cooling, storage, compute, or solar demand.", "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": "BROOKFIELD RAISING $10 BILLION AI INFRASTRUCE FUND WITH $NVDA AS INVESTOR - WSJ\n\nHere are 5 stocks that could benefit.\n\n$FIX – Comfort Systems is one of the biggest beneficiaries of the physical build-out behind AI: HVAC, electrical, cooling, and modular mechanical systems for hyperscale data centers. Every new GPU hall needs massive cooling and power-distribution work, and FIX is directly tied to that capex cycle.\n\n$BE – Bloom Energy provides on-site power and fuel-cell systems that solve the #1 constraint in AI infrastructure: reliable, scalable electricity. As data-center loads explode, operators turn to behind-the-meter power, which is exactly Bloom’s lane.\n\n$EOSE – Eos provides long-duration zinc-based energy storage that supports grid stability for data-center clusters. As AI campuses strain local grids, utilities need storage to buffer peaks, making EOSE levered to the infrastructure bottleneck power issue.\n\n$NBIS – Nebius is a pure-play AI compute and data-center operator directly tied to GPU deployments, new campuses, and hyperscale partnerships. More AI infrastructure funding = more demand for Nebius GPU clusters and new capacity buildouts.\n\n$CSIQ – Canadian Solar benefits from the rising need for renewable generation dedicated to AI data centers. With power demand surging, hyperscalers are signing long-term solar + storage deals, positioning CSIQ as a supplier of the energy feeding the AI boom.\n\nI have covered these companies repeatedly and most recently, I published a full deep-dive on $EOSE, breaking down its technology, unit economics, state-level incentives, and long-duration storage role in the AI power crunch. Link below if you're interested in reading a more detailed analysis.\n\nhttps://t.co/SpW0dDzG3P", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05477306916205982, "ret_signed_m1d": 0.05477306916205982, "alpha_spy_m1d": 0.05862137910425158, "alpha_c_m1d": 0.058098670570226996, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": -0.003325601408167178, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007824756147039258, "ret_signed_p1d": 0.007824756147039258, "alpha_spy_p1d": 0.023066983463687296, "alpha_c_p1d": 0.024585643921377076, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.016760887774337818, "ret_p1w": 0.1118936099416743, "ret_signed_p1w": 0.1118936099416743, "alpha_spy_p1w": 0.08616279697458973, "alpha_c_p1w": 0.095598418975271, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.016295190966403306, "ret_p1m": -0.03677615987283145, "ret_signed_p1m": -0.03677615987283145, "alpha_spy_p1m": -0.05766250080582458, "alpha_c_p1m": -0.06457781910070215, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.0278016592278707, "ret_p3m": -0.1314553510644625, "ret_signed_p3m": -0.1314553510644625, "alpha_spy_p3m": -0.16335018398673729, "alpha_c_p3m": -0.2938532156362681, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.1623978645718056, "ret_p6m": -0.3607198554772957, "ret_signed_p6m": -0.3607198554772957, "alpha_spy_p6m": -0.4962405289519678, "alpha_c_p6m": -0.5286593994527309, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": 0.1679395439754352, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03677615987283145, "alpha_spy_stated": -0.05766250080582458, "alpha_c_stated": -0.06457781910070215, "price_path": [-0.5055, -0.5094, -0.4585, -0.4429, -0.4421, -0.4601, -0.4601, -0.4124, -0.4038, -0.4257, -0.4358, -0.4624, -0.4538, -0.4624, -0.4351, -0.3584, -0.3521, -0.3513, -0.3349, -0.2958, -0.2363, -0.1987, -0.205, -0.1667, -0.1792, -0.2081, -0.126, -0.1088, -0.0321, -0.0329, -0.0141, 0.0845, 0.0689, 0.1596, 0.1455, 0.0814, 0.3341, 0.3286, 0.4304, 0.2089, 0.1768, 0.1745, 0.2754, 0.1784, 0.1236, 0.2567, 0.2034, 0.1745, 0.1244, 0.1205, 0.2543, 0.2222, 0.1033, 0.1628, 0.1964, 0.4288, 0.5016, 0.4491, 0.3513, 0.1897, 0.0798, 0.0172, 0.0548, 0.0, 0.0078, -0.0329, 0.0266, 0.0485, 0.1119, 0.1119, 0.1776, 0.0646, 0.0, 0.0603, 0.2199, 0.1729, 0.2074, 0.1698, 0.1573, 0.2864, 0.1612, 0.0665, 0.0407, -0.0399, -0.0368, 0.0227, 0.0086, -0.0642, -0.0595, -0.0595, -0.0728, -0.1119, -0.1119, -0.1033, -0.1033, 0.0149, 0.0532, 0.1072, 0.0939, 0.097, 0.1956, 0.2621, 0.3161, 0.3537, 0.3208, 0.3654, 0.3654, 0.3552, 0.3717, 0.4257, 0.3388, 0.2668, 0.1745, 0.3052, 0.2606, 0.1455, 0.1049, 0.1272, -0.0297, -0.1174, -0.0368, 0.036, -0.0438, -0.0939, -0.1557, -0.1315, -0.1315, -0.1041, -0.0955, -0.1041, -0.1628, -0.1878, -0.1017, -0.1291, -0.4726, -0.5544, -0.5383, -0.5258, -0.4718, -0.4742, -0.5203, -0.5172, -0.4984, -0.4953, -0.5211, -0.5532, -0.5649, -0.5587, -0.5869, -0.5681, -0.5939, -0.5822, -0.6017, -0.6009, -0.6228, -0.6197, -0.6561, -0.6119, -0.6095, -0.6111, -0.6111, -0.6213, -0.6495, -0.6408, -0.5344, -0.5603, -0.518, -0.5055, -0.446, -0.4437, -0.4397, -0.4397, -0.4499, -0.4257, -0.4577, -0.3998, -0.4397, -0.4671, -0.5039, -0.4757, -0.4953, -0.5008, -0.5125, -0.4883, -0.5023, -0.3732, -0.3294, -0.3662, -0.3521, -0.3607]}
{"unit_id": "orig:1991135914513277209", "ticker_idx": 3, "ts": "2025-11-19T13:26:10+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More AI infrastructure funding = more demand for Nebius GPU clusters and new capacity buildouts", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names FIX, BE, EOSE, NBIS, and CSIQ as beneficiaries of Brookfield's $10B AI infrastructure fund, each tied to data-center power, cooling, storage, compute, or solar demand.", "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": "BROOKFIELD RAISING $10 BILLION AI INFRASTRUCE FUND WITH $NVDA AS INVESTOR - WSJ\n\nHere are 5 stocks that could benefit.\n\n$FIX – Comfort Systems is one of the biggest beneficiaries of the physical build-out behind AI: HVAC, electrical, cooling, and modular mechanical systems for hyperscale data centers. Every new GPU hall needs massive cooling and power-distribution work, and FIX is directly tied to that capex cycle.\n\n$BE – Bloom Energy provides on-site power and fuel-cell systems that solve the #1 constraint in AI infrastructure: reliable, scalable electricity. As data-center loads explode, operators turn to behind-the-meter power, which is exactly Bloom’s lane.\n\n$EOSE – Eos provides long-duration zinc-based energy storage that supports grid stability for data-center clusters. As AI campuses strain local grids, utilities need storage to buffer peaks, making EOSE levered to the infrastructure bottleneck power issue.\n\n$NBIS – Nebius is a pure-play AI compute and data-center operator directly tied to GPU deployments, new campuses, and hyperscale partnerships. More AI infrastructure funding = more demand for Nebius GPU clusters and new capacity buildouts.\n\n$CSIQ – Canadian Solar benefits from the rising need for renewable generation dedicated to AI data centers. With power demand surging, hyperscalers are signing long-term solar + storage deals, positioning CSIQ as a supplier of the energy feeding the AI boom.\n\nI have covered these companies repeatedly and most recently, I published a full deep-dive on $EOSE, breaking down its technology, unit economics, state-level incentives, and long-duration storage role in the AI power crunch. Link below if you're interested in reading a more detailed analysis.\n\nhttps://t.co/SpW0dDzG3P", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04764908797557821, "ret_signed_m1d": -0.04764908797557821, "alpha_spy_m1d": -0.043800778033386445, "alpha_c_m1d": -0.053225043914074455, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": 0.0055759559384962465, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10970863930426211, "ret_signed_p1d": -0.10970863930426211, "alpha_spy_p1d": -0.09446641198761407, "alpha_c_p1d": -0.09873632895835538, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.010972310345906733, "ret_p1w": -0.003997025924453168, "ret_signed_p1w": -0.003997025924453168, "alpha_spy_p1w": -0.02972783889153774, "alpha_c_p1w": -0.03340604964819527, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.0294090237237421, "ret_p1m": -0.17860527412895333, "ret_signed_p1m": -0.17860527412895333, "alpha_spy_p1m": -0.19949161506194646, "alpha_c_p1m": -0.22609146198190777, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.04748618785295444, "ret_p3m": 0.030924607666390047, "ret_signed_p3m": 0.030924607666390047, "alpha_spy_p3m": -0.0009702252558847491, "alpha_c_p3m": -0.0028997472982421613, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.03382435496463221, "ret_p6m": 1.326180652218138, "ret_signed_p6m": 1.326180652218138, "alpha_spy_p6m": 1.190659978743466, "alpha_c_p6m": 1.2661568373597603, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": 0.06002381485837782, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17860527412895333, "alpha_spy_stated": -0.19949161506194646, "alpha_c_stated": -0.22609146198190777, "price_path": [-0.2744, -0.2635, -0.2587, -0.2626, -0.2422, -0.2814, -0.2814, -0.3087, -0.3095, -0.3172, -0.3113, -0.3262, 0.0068, -0.0177, -0.0618, -0.049, -0.0432, -0.0593, -0.0104, -0.01, 0.0446, 0.1213, 0.1339, 0.191, 0.1354, 0.1328, 0.1594, 0.1809, 0.2161, 0.324, 0.3462, 0.3142, 0.238, 0.2833, 0.3952, 0.363, 0.4248, 0.348, 0.3236, 0.2942, 0.1932, 0.1465, 0.0969, 0.0373, 0.1167, 0.2334, 0.3193, 0.2815, 0.3159, 0.3062, 0.376, 0.2672, 0.1627, 0.2307, 0.1512, 0.1705, 0.1565, 0.0752, -0.0075, -0.0677, -0.1213, -0.0956, -0.0476, 0.0, -0.1097, -0.1242, -0.0333, -0.0651, -0.004, -0.004, -0.0021, 0.0534, 0.0145, 0.0405, 0.0813, 0.0312, 0.0553, 0.0141, -0.0156, -0.0083, -0.0776, -0.1465, -0.1485, -0.2064, -0.1786, -0.059, -0.0194, -0.053, -0.0414, -0.0414, -0.0787, -0.095, -0.1041, -0.1195, -0.1195, -0.0539, -0.0236, 0.0544, 0.012, 0.0235, 0.0301, 0.129, 0.109, 0.0727, 0.0927, 0.1437, 0.1437, 0.0444, 0.04, 0.0187, -0.006, -0.038, 0.0295, 0.0564, -0.0017, -0.1039, -0.0727, -0.0539, -0.1334, -0.223, -0.0944, -0.023, -0.0345, -0.0679, -0.0562, 0.0309, 0.0309, 0.0258, 0.0708, 0.1319, 0.03, 0.0583, 0.079, 0.1162, 0.1032, -0.0408, -0.0427, -0.087, 0.0285, 0.0061, -0.0604, -0.0014, 0.0143, 0.178, 0.1364, 0.1881, 0.3658, 0.2236, 0.2471, 0.2782, 0.2372, 0.2007, 0.2087, 0.2106, 0.1147, 0.0605, -0.0296, 0.0914, 0.0724, 0.1446, 0.1446, 0.1838, 0.2349, 0.3148, 0.434, 0.5249, 0.6257, 0.7034, 0.7542, 0.7391, 0.6529, 0.6741, 0.6467, 0.6424, 0.6523, 0.5479, 0.5248, 0.4254, 0.4851, 0.454, 0.625, 0.8557, 0.8504, 1.0521, 0.9435, 0.8623, 0.9575, 0.884, 1.1802, 1.3262]}
{"unit_id": "orig:1991135914513277209", "ticker_idx": 4, "ts": "2025-11-19T13:26:10+00:00", "symbol": "CSIQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "positioning CSIQ as a supplier of the energy feeding the AI boom", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names FIX, BE, EOSE, NBIS, and CSIQ as beneficiaries of Brookfield's $10B AI infrastructure fund, each tied to data-center power, cooling, storage, compute, or solar demand.", "resolved_tickers": ["CSIQ"], "resolution_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": "BROOKFIELD RAISING $10 BILLION AI INFRASTRUCE FUND WITH $NVDA AS INVESTOR - WSJ\n\nHere are 5 stocks that could benefit.\n\n$FIX – Comfort Systems is one of the biggest beneficiaries of the physical build-out behind AI: HVAC, electrical, cooling, and modular mechanical systems for hyperscale data centers. Every new GPU hall needs massive cooling and power-distribution work, and FIX is directly tied to that capex cycle.\n\n$BE – Bloom Energy provides on-site power and fuel-cell systems that solve the #1 constraint in AI infrastructure: reliable, scalable electricity. As data-center loads explode, operators turn to behind-the-meter power, which is exactly Bloom’s lane.\n\n$EOSE – Eos provides long-duration zinc-based energy storage that supports grid stability for data-center clusters. As AI campuses strain local grids, utilities need storage to buffer peaks, making EOSE levered to the infrastructure bottleneck power issue.\n\n$NBIS – Nebius is a pure-play AI compute and data-center operator directly tied to GPU deployments, new campuses, and hyperscale partnerships. More AI infrastructure funding = more demand for Nebius GPU clusters and new capacity buildouts.\n\n$CSIQ – Canadian Solar benefits from the rising need for renewable generation dedicated to AI data centers. With power demand surging, hyperscalers are signing long-term solar + storage deals, positioning CSIQ as a supplier of the energy feeding the AI boom.\n\nI have covered these companies repeatedly and most recently, I published a full deep-dive on $EOSE, breaking down its technology, unit economics, state-level incentives, and long-duration storage role in the AI power crunch. Link below if you're interested in reading a more detailed analysis.\n\nhttps://t.co/SpW0dDzG3P", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0018954187263031663, "ret_signed_m1d": 0.0018954187263031663, "alpha_spy_m1d": 0.00574372866849493, "alpha_c_m1d": 0.00574372866849493, "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": -0.18764211573413003, "ret_signed_p1d": -0.18764211573413003, "alpha_spy_p1d": -0.172399888417482, "alpha_c_p1d": -0.172399888417482, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.015242227316648038, "ret_p1w": 0.026914367490853852, "ret_signed_p1w": 0.026914367490853852, "alpha_spy_p1w": 0.0011835545237692813, "alpha_c_p1w": 0.0011835545237692813, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.02573081296708457, "ret_p1m": -0.10045487880346338, "ret_signed_p1m": -0.10045487880346338, "alpha_spy_p1m": -0.12134121973645651, "alpha_c_p1m": -0.12134121973645651, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.02088634093299313, "ret_p3m": -0.2649734644993459, "ret_signed_p3m": -0.2649734644993459, "alpha_spy_p3m": -0.2968682974216207, "alpha_c_p3m": -0.2968682974216207, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.031894832922274796, "ret_p6m": -0.3244882387514689, "ret_signed_p6m": -0.3244882387514689, "alpha_spy_p6m": -0.46000891222614104, "alpha_c_p6m": -0.46000891222614104, "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": -0.10045487880346338, "alpha_spy_stated": -0.12134121973645651, "alpha_c_stated": -0.12134121973645651, "price_path": [-0.5804, -0.5682, -0.5682, -0.608, -0.6395, -0.6293, -0.6293, -0.6213, -0.6247, -0.6319, -0.5766, -0.5861, -0.5815, -0.5895, -0.5914, -0.5872, -0.5447, -0.5371, -0.533, -0.5538, -0.5565, -0.5174, -0.5311, -0.5091, -0.4958, -0.5091, -0.5106, -0.5057, -0.4356, -0.4212, -0.4238, -0.4276, -0.453, -0.4583, -0.3946, -0.4928, -0.4621, -0.4041, -0.4011, -0.4071, -0.4469, -0.4382, -0.4287, -0.4693, -0.4636, -0.4314, -0.4177, -0.4253, -0.334, -0.3199, -0.213, -0.1368, -0.1664, -0.0523, 0.0136, 0.0792, 0.2282, 0.1296, 0.0788, 0.0849, 0.2729, 0.0792, 0.0019, 0.0, -0.1876, -0.1422, -0.055, -0.0516, 0.0269, 0.0269, 0.0292, 0.0444, -0.0197, -0.1118, -0.0625, -0.0963, -0.1088, -0.1262, -0.077, -0.0447, -0.1414, -0.1315, -0.1198, -0.1156, -0.1005, -0.0716, 0.0284, -0.0929, -0.0766, -0.0766, -0.0834, -0.0785, -0.0982, -0.0989, -0.0989, -0.0368, -0.0455, -0.1099, -0.1653, -0.265, -0.2654, -0.2324, -0.1668, -0.2096, -0.1808, -0.1759, -0.1759, -0.2225, -0.2263, -0.1869, -0.1497, -0.1539, -0.1603, -0.1759, -0.2506, -0.2748, -0.2748, -0.2403, -0.2161, -0.2805, -0.246, -0.2032, -0.1725, -0.2104, -0.2456, -0.265, -0.265, -0.2775, -0.2487, -0.2479, -0.24, -0.2153, -0.1899, -0.2316, -0.2441, -0.3287, -0.3472, -0.3685, -0.3541, -0.3692, -0.3935, -0.365, -0.3419, -0.3294, -0.3165, -0.3021, -0.3161, -0.3029, -0.298, -0.4871, -0.4594, -0.503, -0.4973, -0.4575, -0.4837, -0.4901, -0.508, -0.475, -0.4829, -0.4936, -0.4936, -0.5148, -0.5409, -0.525, -0.5334, -0.5212, -0.5178, -0.4928, -0.4829, -0.508, -0.4996, -0.5008, -0.5307, -0.4879, -0.4439, -0.4647, -0.4723, -0.4371, -0.442, -0.4204, -0.3658, -0.3984, -0.3632, -0.3601, -0.3298, -0.2396, -0.2475, -0.2642, -0.24, -0.3245]}
{"unit_id": "reply:1964469924245704874", "ticker_idx": 0, "ts": "2025-09-06T23:25:02+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now buy $rbrk instead. Fastest growing enterprise b2b company in history (5 yr period)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy RBRK; author calls it fastest-growing enterprise B2B company in history over 5-year period.", "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": "reply_other", "lang": "en", "tweet_text": "@alc2022 Good for you for admitting you were wrong. Now buy $rbrk instead. Fastest growing enterprise b2b company in history (5 yr period)", "reply_text": null, "parent_text": "Per the performance of this post, I guess there is indeed proof of my $DUOL position.\n\nGood to know…", "quoted_text": null, "parent_author": "alc2022", "ret_m1d": -0.04894885760171286, "ret_signed_m1d": -0.04894885760171286, "alpha_spy_m1d": -0.04649829985134479, "alpha_c_m1d": -0.04649829985134479, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0024505577503680653, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030226957130000676, "ret_signed_p1d": 0.030226957130000676, "alpha_spy_p1d": 0.027915072509849592, "alpha_c_p1d": 0.027915072509849592, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.0023118846201510834, "ret_p1w": -0.20928775241597497, "ret_signed_p1w": -0.20928775241597497, "alpha_spy_p1w": -0.227905904158049, "alpha_c_p1w": -0.227905904158049, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.01861815174207404, "ret_p1m": -0.1684970244483751, "ret_signed_p1m": -0.1684970244483751, "alpha_spy_p1m": -0.20262782973313398, "alpha_c_p1m": -0.20262782973313398, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.03413080528475887, "ret_p3m": -0.26336157456785514, "ret_signed_p3m": -0.26336157456785514, "alpha_spy_p3m": -0.32109239708688764, "alpha_c_p3m": -0.32109239708688764, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.0577308225190325, "ret_p6m": -0.4365652276122637, "ret_signed_p6m": -0.4365652276122637, "alpha_spy_p6m": -0.49112825364638424, "alpha_c_p6m": -0.49112825364638424, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": 0.054563026034120554, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1684970244483751, "alpha_spy_stated": -0.20262782973313398, "alpha_c_stated": -0.20262782973313398, "price_path": [-0.0706, -0.0719, -0.0555, -0.0378, -0.0678, -0.0883, -0.0883, -0.1056, -0.0617, -0.0576, -0.0528, -0.0367, -0.0861, -0.063, -0.1091, -0.1049, -0.0683, -0.0683, -0.0602, -0.0914, -0.042, -0.099, -0.1158, -0.1022, -0.0865, -0.0849, -0.0908, -0.0784, -0.095, -0.1238, -0.1126, -0.1035, -0.111, -0.0889, -0.0668, -0.002, -0.0069, -0.0833, -0.0323, -0.0844, -0.0402, -0.0614, -0.0858, -0.1037, -0.0759, -0.0788, -0.1167, -0.1023, -0.1034, -0.1217, -0.1099, -0.1085, -0.0715, -0.0814, -0.1092, -0.0845, -0.027, -0.065, -0.065, -0.0806, -0.0825, -0.0948, -0.0489, 0.0, 0.0302, -0.1557, -0.1853, -0.2208, -0.2093, -0.2156, -0.2272, -0.184, -0.1609, -0.1581, -0.148, -0.1725, -0.1425, -0.1408, -0.1283, -0.1397, -0.1379, -0.1221, -0.1338, -0.1402, -0.1685, -0.1188, -0.0995, -0.1388, -0.1299, -0.1824, -0.1731, -0.1775, -0.1923, -0.1757, -0.1645, -0.1962, -0.1961, -0.1947, -0.1864, -0.2038, -0.2478, -0.2569, -0.2127, -0.2072, -0.2407, -0.2433, -0.2519, -0.2362, -0.2044, -0.209, -0.2265, -0.2625, -0.2516, -0.2711, -0.2804, -0.267, -0.292, -0.3035, -0.2952, -0.2795, -0.287, -0.287, -0.275, -0.2825, -0.2741, -0.2531, -0.2634, -0.0977, -0.0681, -0.045, -0.0596, -0.0892, -0.1473, -0.1644, -0.1851, -0.2345, -0.206, -0.1823, -0.1663, -0.1763, -0.1758, -0.1758, -0.1773, -0.1841, -0.1855, -0.2001, -0.2001, -0.2106, -0.2313, -0.2144, -0.196, -0.2504, -0.262, -0.2535, -0.2593, -0.2873, -0.2778, -0.2982, -0.2982, -0.3214, -0.327, -0.3191, -0.3131, -0.2854, -0.3488, -0.3391, -0.3937, -0.4148, -0.4305, -0.4546, -0.4575, -0.4944, -0.4659, -0.4346, -0.4161, -0.4235, -0.4437, -0.4295, -0.4295, -0.4404, -0.4311, -0.4335, -0.475, -0.5057, -0.4662, -0.4545, -0.4318, -0.4565, -0.4384, -0.4366]}
{"unit_id": "thread:1974127978205622364", "ticker_idx": 0, "ts": "2025-10-03T15:02:42+00:00", "symbol": "COPX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI NEEDS COPPER MINING $COPX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish COPX: AI demand drives copper mining investment thesis.", "resolved_tickers": ["COPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "AI NEEDS COPPER MINING $COPX https://t.co/wVoTJybqpt\n\n---\n\nThanks will take a look", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019202874537481707, "ret_signed_m1d": -0.019202874537481707, "alpha_spy_m1d": -0.019217680163067685, "alpha_c_m1d": -0.019217680163067685, "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": -0.004841086219744328, "ret_signed_p1d": -0.004841086219744328, "alpha_spy_p1d": -0.008427358186211986, "alpha_c_p1d": -0.008427358186211986, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.003586271966467658, "ret_p1w": -0.0243666494381235, "ret_signed_p1w": -0.0243666494381235, "alpha_spy_p1w": -0.00017388938903506457, "alpha_c_p1w": -0.00017388938903506457, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.024192760049088435, "ret_p1m": -0.02840088795457718, "ret_signed_p1m": -0.02840088795457718, "alpha_spy_p1m": -0.049515365327489125, "alpha_c_p1m": -0.049515365327489125, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": 0.021114477372911944, "ret_p3m": 0.18562688418815387, "ret_signed_p3m": 0.18562688418815387, "alpha_spy_p3m": 0.16362333359682557, "alpha_c_p3m": 0.16362333359682557, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.022003550591328302, "ret_p6m": 0.16845105149133577, "ret_signed_p6m": 0.16845105149133577, "alpha_spy_p6m": 0.21872166798011272, "alpha_c_p6m": 0.21872166798011272, "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": -0.02840088795457718, "alpha_spy_stated": -0.049515365327489125, "alpha_c_stated": -0.049515365327489125, "price_path": [-0.2634, -0.2753, -0.2661, -0.2713, -0.2751, -0.2845, -0.2851, -0.2897, -0.2921, -0.2758, -0.2561, -0.2496, -0.2624, -0.2703, -0.2793, -0.2869, -0.3076, -0.3053, -0.3102, -0.2989, -0.2919, -0.2856, -0.2714, -0.2538, -0.2658, -0.2498, -0.2374, -0.2496, -0.2391, -0.2469, -0.2564, -0.2533, -0.2475, -0.222, -0.2219, -0.212, -0.2177, -0.2103, -0.1962, -0.1962, -0.1907, -0.1765, -0.1909, -0.1761, -0.1702, -0.1701, -0.1643, -0.1447, -0.1383, -0.1247, -0.133, -0.1443, -0.1499, -0.136, -0.1255, -0.1267, -0.0973, -0.0928, -0.0804, -0.0442, -0.0349, -0.0232, -0.0192, 0.0, -0.0048, -0.0042, 0.0349, 0.0324, -0.0244, 0.035, 0.0027, 0.0244, 0.0105, -0.0139, 0.0055, -0.0431, -0.0473, -0.0284, -0.0179, -0.0152, -0.0021, 0.014, 0.0023, -0.0034, -0.0284, -0.0652, -0.0431, -0.0311, -0.0178, 0.009, 0.0005, 0.0218, -0.0037, -0.0132, -0.0324, -0.0521, -0.0342, -0.0733, -0.0578, -0.0316, -0.0216, 0.0047, 0.0047, 0.0376, 0.0466, 0.0432, 0.0888, 0.0844, 0.0975, 0.0883, 0.0796, 0.1047, 0.1159, 0.0996, 0.1096, 0.1026, 0.1094, 0.1159, 0.1344, 0.1707, 0.1932, 0.1901, 0.1901, 0.2217, 0.1777, 0.1974, 0.1856, 0.1856, 0.2066, 0.2659, 0.2893, 0.2535, 0.2489, 0.2806, 0.3224, 0.3186, 0.3607, 0.3549, 0.3339, 0.3339, 0.3584, 0.3868, 0.358, 0.4205, 0.4547, 0.4933, 0.5191, 0.5562, 0.4007, 0.4071, 0.4989, 0.4304, 0.3429, 0.3985, 0.4703, 0.4571, 0.4884, 0.4393, 0.4523, 0.4523, 0.4002, 0.4312, 0.4223, 0.4713, 0.5004, 0.542, 0.5699, 0.5599, 0.5805, 0.5458, 0.4372, 0.456, 0.3592, 0.3204, 0.3582, 0.3718, 0.359, 0.3169, 0.2616, 0.2991, 0.2867, 0.2375, 0.1954, 0.1409, 0.2147, 0.2056, 0.2492, 0.1708, 0.1827, 0.1685]}
{"unit_id": "orig:1990964360471105720", "ticker_idx": 0, "ts": "2025-11-19T02:04:28+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Today the market is offering the same business at a lower price with all of these catalysts already in motion", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS: trading below $92.50 institutional offering price despite 5 major catalysts (Alabama land, UK/Israel DCs, AETHER 3.0, $3B Meta deal) added since that raise.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS is still below the $92.50 equity offering price announced immediately after the $MSFT deal - the level institutions paid before any of the following developments were announced.\n\nSince that raise, $NBIS has:\n\n1. Acquired land in Alabama for expansion:  Secured a large-scale site positioned for multi-hundred-MW AI-compute build-out\n\n2. Opened a UK data center: Broadens Nebius’s AI cloud reach and solidifies its leading market position in Europe.\n\n3. Opened an Israel data center: Adding a strategically located facility serving high-growth and sovereign level AI demand.\n\n4. Launched AETHER AI Cloud 3.0: The latest iteration of its AI-native cloud platform, enabling best in class efficiency\n\n5. Announced a $3B agreement with Meta: A multi-year hyperscale deal that anchors contracted revenue and signals blue-chip validation of its business model.\n\nInstitutions paid more before any of this was on the table. 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{"unit_id": "orig:1989955362494320869", "ticker_idx": 0, "ts": "2025-11-16T07:15:04+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TIME TO CUT YOUR LOSSES TOO ?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Implies bearish stance on DUOL citing weakening business outlook and Buffett reducing stake.", "resolved_tickers": ["DUOL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "WARREN BUFFET REDUCES STAKE IN $DUOL AS BUSINESS OUTLOOK WEAKENS SIGNIFICANTLY. TIME TO CUT YOUR LOSSES TOO ? https://t.co/XxsvShiUkk", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03814440393104479, "ret_signed_m1d": -0.03814440393104479, "alpha_spy_m1d": -0.02874016765648424, "alpha_c_m1d": -0.02874016765648424, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.009404236274560551, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015818742674784225, "ret_signed_p1d": 0.015818742674784225, "alpha_spy_p1d": 0.007421281004098668, "alpha_c_p1d": 0.007421281004098668, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": -0.008397461670685558, "ret_p1w": -0.032534935282176325, "ret_signed_p1w": 0.032534935282176325, "alpha_spy_p1w": 0.037131892160328195, "alpha_c_p1w": 0.037131892160328195, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.00459695687815187, "ret_p1m": 0.04768048351538123, "ret_signed_p1m": -0.04768048351538123, "alpha_spy_p1m": -0.027850721797389344, "alpha_c_p1m": -0.027850721797389344, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.01982976171799189, "ret_p3m": -0.37145902077555937, "ret_signed_p3m": 0.37145902077555937, "alpha_spy_p3m": 0.39791833316791936, "alpha_c_p3m": 0.39791833316791936, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.02645931239235999, "ret_p6m": -0.40534021655034624, "ret_signed_p6m": 0.40534021655034624, "alpha_spy_p6m": 0.5205823495405565, "alpha_c_p6m": 0.5205823495405565, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.11524213299021024, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04768048351538123, "alpha_spy_stated": -0.027850721797389344, "alpha_c_stated": -0.027850721797389344, "price_path": [0.9009, 0.9382, 0.8616, 0.8031, 0.7727, 0.7834, 0.8106, 0.6708, 0.6708, 0.6266, 0.5848, 0.5297, 0.5212, 0.5217, 0.5341, 0.6038, 0.7352, 0.7272, 0.5993, 0.5748, 0.5659, 0.6249, 0.6318, 0.7352, 0.68, 0.6894, 0.7585, 0.8309, 0.8443, 0.8054, 0.7037, 0.7558, 0.8098, 0.7968, 0.7949, 0.948, 0.8915, 0.8231, 0.8511, 0.8657, 0.9133, 0.8543, 0.8176, 0.7542, 0.7816, 0.7253, 0.7583, 0.7502, 0.7206, 0.6485, 0.53, 0.4743, 0.5181, 0.4861, 0.4699, 0.4586, 0.0868, 0.1287, 0.0815, 0.0932, 0.0466, 0.0464, 0.0381, 0.0, -0.0158, -0.0213, -0.0576, -0.0308, -0.0325, -0.0141, 0.057, 0.057, 0.0737, 0.0403, 0.0243, 0.0397, 0.0567, 0.1205, 0.1663, 0.1728, 0.1075, 0.1273, 0.101, 0.0432, 0.0477, 0.0319, 0.0259, 0.0431, 0.0398, 0.0056, 0.0136, 0.0136, 0.019, 0.0107, -0.0063, -0.0155, -0.0155, -0.01, 0.0386, 0.0038, -0.0111, -0.0247, -0.009, -0.0927, -0.07, -0.1234, -0.1338, -0.1577, -0.1577, -0.1665, -0.1765, -0.1378, -0.1251, -0.1498, -0.1806, -0.199, -0.2176, -0.248, -0.2599, -0.3253, -0.3443, -0.3586, -0.3302, -0.333, -0.3229, -0.3869, -0.3715, -0.3685, -0.3685, -0.3713, -0.3692, -0.3767, -0.3665, -0.4046, -0.3862, -0.3737, -0.3412, -0.4334, -0.4345, -0.43, -0.4605, -0.4304, -0.4283, -0.4367, -0.4661, -0.4457, -0.4675, -0.4481, -0.4281, -0.4146, -0.4388, -0.4413, -0.45, -0.4405, -0.4521, -0.444, -0.4497, -0.4651, -0.472, -0.4471, -0.4604, -0.4585, -0.4585, -0.4425, -0.4599, -0.4892, -0.4922, -0.495, -0.4753, -0.487, -0.4459, -0.4197, -0.4362, -0.4119, -0.4243, -0.4081, -0.4374, -0.4197, -0.4205, -0.4041, -0.4008, -0.3824, -0.3759, -0.3817, -0.4164, -0.4109, -0.3627, -0.3942, -0.4102, -0.4053]}
{"unit_id": "orig:1996620980802687404", "ticker_idx": 0, "ts": "2025-12-04T16:41:51+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the companies positioned to deliver it stand to benefit", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Texas interconnection rules raise barriers, boosting off-grid/self-gen plays FLNC, TE, EOSE, BE as the economic logic for on-site power strengthens.", "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 $TE $EOSE $BE\n\nTEXAS REGULATORS PROPOSE NEW RULES FOR DATA CENTER INTERCONNECTIONS\n\nTexas is moving to require large loads like data centers to disclose detailed project information and to post a $50 Million dollar upfront payment for every one gigawatt of requested capacity. \n\nThe money will fund grid upgrades and the goal is to flush out speculative projects that clog ERCOT’s queue which has become saturated with speculative and undercapitalized data-center filings that have little likelihood of being built. These requests distort planning, slow grid modernization, and crowd out real projects that need timely interconnection. \n\nBy introducing a financial commitment and a higher standard of disclosure, regulators are creating a filter that distinguishes between operators who will actually build and those who are simply testing optionality.\n\nSome argue that these rules increase the incentive for serious developers to pursue off-grid or self-generation solutions. For operators posting a $50 million commitment and investing billions in compute, the prospect of waiting years for interconnection creates unacceptable execution risk. \n\nOff-grid power, whether solar-plus-storage, modular firming solutions, or fuel cells, offers a parallel path with a faster, more controllable timeline. As the regulatory burden rises and the interconnection process becomes more demanding, the economic logic of dedicated on-site power becomes stronger, and the companies positioned to deliver it stand to benefit.\n\nhttps://t.co/oEpahDSQYR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14952869529999557, "ret_signed_m1d": -0.14952869529999557, "alpha_spy_m1d": -0.14879808968684027, "alpha_c_m1d": -0.14879808968684027, "bench_spy_m1d": -0.0007306056131552996, "bench_c_m1d": -0.0007306056131552996, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026563792966214805, "ret_signed_p1d": 0.026563792966214805, "alpha_spy_p1d": 0.024664398213392946, "alpha_c_p1d": 0.024664398213392946, "bench_spy_p1d": 0.001899394752821859, "bench_c_p1d": 0.001899394752821859, "ret_p1w": 0.10497004057079251, "ret_signed_p1w": 0.10497004057079251, "alpha_spy_p1w": 0.09798581059179168, "alpha_c_p1w": 0.09798581059179168, "bench_spy_p1w": 0.006984229979000833, "bench_c_p1w": 0.006984229979000833, "ret_p1m": -0.014138814119479148, "ret_signed_p1m": -0.014138814119479148, "alpha_spy_p1m": -0.015305714924638059, "alpha_c_p1m": -0.015305714924638059, "bench_spy_p1m": 0.0011669008051589103, "bench_c_p1m": 0.0011669008051589103, "ret_p3m": -0.36075407117597436, "ret_signed_p3m": -0.36075407117597436, "alpha_spy_p3m": -0.35775917264652835, "alpha_c_p3m": -0.35775917264652835, "bench_spy_p3m": -0.0029948985294460106, "bench_c_p3m": -0.0029948985294460106, "ret_p6m": -0.1910883017422249, "ret_signed_p6m": -0.1910883017422249, "alpha_spy_p6m": -0.30271665664948033, "alpha_c_p6m": -0.30271665664948033, "bench_spy_p6m": 0.11162835490725542, "bench_c_p6m": 0.11162835490725542, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014138814119479148, "alpha_spy_stated": -0.015305714924638059, "alpha_c_stated": -0.015305714924638059, "price_path": [-0.6911, -0.7095, -0.7104, -0.7027, -0.7001, -0.6834, -0.6787, -0.6812, -0.6607, -0.599, -0.5458, -0.5626, -0.521, -0.4974, -0.4897, -0.5116, -0.5373, -0.4237, -0.4409, -0.4092, -0.3462, -0.4075, -0.359, -0.3616, -0.4392, -0.3192, -0.2095, -0.0814, -0.1611, -0.2149, -0.2095, -0.3033, -0.3479, -0.3132, -0.1637, -0.1971, -0.2245, -0.1311, -0.123, -0.1003, -0.1084, -0.1782, -0.1123, -0.1508, -0.1093, -0.0664, -0.1118, -0.1769, -0.3038, -0.2326, -0.2618, -0.2708, -0.2798, -0.3355, -0.3402, -0.3231, -0.2815, -0.1864, -0.1864, -0.1585, -0.1692, -0.1448, -0.1495, 0.0, 0.0266, -0.0206, 0.0257, 0.0201, 0.105, -0.0493, -0.078, -0.087, -0.2044, -0.1727, -0.1448, -0.1238, -0.1572, -0.1504, -0.1504, -0.1341, -0.1444, -0.1491, -0.1525, -0.1525, -0.0141, -0.0467, -0.0647, -0.1191, -0.0925, -0.006, -0.0026, 0.0206, -0.0296, 0.0925, 0.1602, 0.1602, 0.093, 0.1285, 0.1684, 0.1542, 0.162, 0.2185, 0.3278, 0.3526, 0.3183, 0.3235, 0.3809, 0.2421, -0.1881, -0.1671, -0.1688, -0.1864, -0.2494, -0.2528, -0.2091, -0.2091, -0.2382, -0.2532, -0.2905, -0.2909, -0.3115, -0.2935, -0.3003, -0.3059, -0.3342, -0.3522, -0.3608, -0.3231, -0.3248, -0.3668, -0.3273, -0.2768, -0.2669, -0.2965, -0.2982, -0.2811, -0.2931, -0.3149, -0.3132, -0.3518, -0.3419, -0.3081, -0.2995, -0.359, -0.3937, -0.443, -0.4105, -0.4422, -0.4302, -0.4302, -0.4344, -0.4323, -0.4379, -0.419, -0.4096, -0.4152, -0.3659, -0.3483, -0.3582, -0.4201, -0.4589, -0.4529, -0.4216, -0.4207, -0.4267, -0.4276, -0.4709, -0.4931, -0.4781, -0.4777, -0.4717, -0.4563, -0.419, -0.1872, 0.0351, 0.081, -0.0883, -0.0531, -0.1028, -0.1101, -0.1628, -0.2326, -0.1885, -0.135, -0.0793, -0.0793, -0.0861, -0.0908, -0.0848, -0.1911]}
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The milestone confirms that the ramp is not just theoretical but translating into tangible throughput at scale… Each additional megawatt of output generates millions of dollars in marketable tax credits that $TE can monetize immediately through transfer sales, effectively turning manufacturing efficiency into near-term cash flow.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TE: record 14 MW/day production confirms ramp at scale, with immediate cash flow via monetizable tax credits.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE stands out today up more than 5% after announcing record daily production of 14 MW of solar panels at its G1 Dallas facility. The milestone confirms that the ramp is not just theoretical but translating into tangible throughput at scale.\n\nAs I explained in my Substack, this level of production carries real financial weight. Each additional megawatt of output generates millions of dollars in marketable tax credits that $TE can monetize immediately through transfer sales, effectively turning manufacturing efficiency into near-term cash flow.\n\nhttps://t.co/QHUYIGVmst", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07065217003986834, "ret_signed_m1d": -0.07065217003986834, "alpha_spy_m1d": -0.082647909465285, "alpha_c_m1d": -0.08238128156274671, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011729111522878366, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11141306478072388, "ret_signed_p1d": 0.11141306478072388, "alpha_spy_p1d": 0.10794758844041064, "alpha_c_p1d": 0.1075469985787274, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0038660662019964764, "ret_p1w": 0.19836950201421577, "ret_signed_p1w": 0.19836950201421577, "alpha_spy_p1w": 0.18687739772073075, "alpha_c_p1w": 0.18768870240054003, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.01068079961367574, "ret_p1m": 0.22826084210088493, "ret_signed_p1m": 0.22826084210088493, "alpha_spy_p1m": 0.21545059178620418, "alpha_c_p1m": 0.2177765127199518, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.010484329380933133, "ret_p3m": 1.2635868947269908, "ret_signed_p3m": 1.2635868947269908, "alpha_spy_p3m": 1.2357824258264603, "alpha_c_p3m": 1.1758034299361106, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.08778346479088017, "ret_p6m": 0.3288042874397661, "ret_signed_p6m": 0.3288042874397661, "alpha_spy_p6m": 0.26898599527688827, "alpha_c_p6m": 0.20835915931656523, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.12044512812320085, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22826084210088493, "alpha_spy_stated": 0.21545059178620418, "alpha_c_stated": 0.2177765127199518, "price_path": [-0.6549, -0.6522, -0.663, -0.6603, -0.6359, -0.6576, -0.5978, -0.5788, -0.6033, -0.6386, -0.5978, -0.5679, -0.5598, -0.5625, -0.5707, -0.5543, -0.5516, -0.5516, -0.4864, -0.5027, -0.4973, -0.462, -0.462, -0.4728, -0.4918, -0.4891, -0.4946, -0.5163, -0.5245, -0.519, -0.4946, -0.4701, -0.4484, -0.5, -0.4022, -0.3832, -0.4022, -0.3668, -0.4076, -0.3505, -0.3587, -0.3125, -0.2391, -0.2228, -0.2038, 0.0408, -0.0109, -0.0489, 0.0897, 0.4239, 0.2745, 0.1739, 0.2935, 0.2174, 0.1168, 0.0082, -0.0571, 0.0408, 0.0054, -0.0217, -0.0109, 0.0109, -0.0707, 0.0, 0.1114, 0.0, 0.0353, 0.2228, 0.1984, 0.0462, -0.0516, -0.087, -0.1359, -0.1685, -0.2147, -0.2609, -0.2609, -0.1467, -0.106, 0.0435, 0.0435, 0.1196, 0.2147, 0.288, 0.2283, 0.3886, 0.5842, 0.6359, 0.8288, 0.6712, 0.5951, 0.4538, 0.375, 0.4783, 0.4728, 0.6359, 0.7473, 0.9837, 0.9321, 0.9158, 0.9158, 0.8478, 0.7446, 0.7663, 0.8152, 0.8152, 1.1304, 1.2283, 1.0788, 0.9783, 0.8505, 0.8859, 0.9592, 1.1359, 1.1359, 1.0136, 1.2201, 1.2201, 1.25, 1.125, 1.2745, 1.3098, 1.212, 1.4783, 1.5788, 1.413, 1.2636, 1.3533, 1.4701, 1.1005, 0.9755, 1.2473, 1.0761, 1.0408, 0.8614, 0.6875, 0.663, 0.663, 0.75, 0.7554, 0.7147, 0.6875, 0.7092, 0.9266, 0.962, 0.981, 0.6739, 0.8587, 0.769, 0.9293, 0.8505, 0.8261, 0.9457, 1.1685, 1.212, 1.1033, 1.0707, 1.0978, 1.1168, 0.9918, 1.0951, 0.7935, 0.8587, 0.7962, 0.8152, 0.7065, 0.5652, 0.5272, 0.1929, 0.2174, 0.1386, 0.1386, 0.1005, 0.0679, 0.1332, 0.1359, 0.2745, 0.3886, 0.3207, 0.4511, 0.356, 0.3668, 0.3533, 0.3832, 0.4647, 0.4647, 0.4375, 0.4429, 0.3315, 0.3288]}
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{"unit_id": "reply:1974871708344754460", "ticker_idx": 0, "ts": "2025-10-05T16:18:01+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$10M in ARR per MW and management guidance of 1GW in FY 2026 gives us an ARR of $10B Dollars. We are so undervalued its crazy.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long NBIS: $10M ARR/MW × 1GW FY2026 guidance implies $10B ARR, stock massively undervalued.", "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": "@mvcinvesting I've been saying - $10M in ARR per MW and management guidance of 1GW in FY 2026 gives us an ARR of $10B Dollars. We are so undervalued its crazy.", "reply_text": null, "parent_text": "I missed this news from Thursday night:\n\nDA Davidson reiterated its $125 Price Target on $NBIS and kept a Buy rating 🟢\n\n\"We remain confident that $NBIS is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically, news surrounding https://t.co/fVYYDXOaQQ", "quoted_text": null, "parent_author": "mvcinvesting", "ret_m1d": 0.024331686058298496, "ret_signed_m1d": 0.024331686058298496, "alpha_spy_m1d": 0.027905142637612235, "alpha_c_m1d": 0.025361676025345115, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0010299899670466184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05794785778525535, "ret_signed_p1d": -0.05794785778525535, "alpha_spy_p1d": -0.05424034389593757, "alpha_c_p1d": -0.054085395408830395, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0038624623764249577, "ret_p1w": 0.08420044875054766, "ret_signed_p1w": 0.08420044875054766, "alpha_spy_p1w": 0.09696081704803727, "alpha_c_p1w": 0.10711699868325608, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02291654993270842, "ret_p1m": -0.11525533251555797, "ret_signed_p1m": -0.11525533251555797, "alpha_spy_p1m": -0.12066032533025106, "alpha_c_p1m": -0.08349836574482628, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.0317569667707317, "ret_p3m": -0.33003841687685054, "ret_signed_p3m": -0.33003841687685054, "alpha_spy_p3m": -0.34838988215623623, "alpha_c_p3m": -0.3436947702524794, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.013656353375628871, "ret_p6m": -0.1695213693877481, "ret_signed_p6m": -0.1695213693877481, "alpha_spy_p6m": -0.14336489142789688, "alpha_c_p6m": -0.12715421087025702, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.042367158517491066, "ret_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": -0.33003841687685054, "alpha_spy_stated": -0.34838988215623623, "alpha_c_stated": -0.3436947702524794, "price_path": [-0.6314, -0.6284, -0.6454, -0.5842, -0.5716, -0.5733, -0.5703, -0.5775, -0.5808, -0.5917, -0.5848, -0.5825, -0.5888, -0.5778, -0.5966, -0.5895, -0.5644, -0.5838, -0.5664, -0.5584, -0.5591, -0.4773, -0.4495, -0.4378, -0.3971, -0.4347, -0.4521, -0.4268, -0.4194, -0.4622, -0.46, -0.4703, -0.4479, -0.4396, -0.4359, -0.4389, -0.4234, -0.4532, -0.4532, -0.474, -0.4745, -0.4805, -0.476, -0.4873, -0.2339, -0.2525, -0.2861, -0.2764, -0.272, -0.2842, -0.247, -0.2467, -0.2051, -0.1468, -0.1372, -0.0937, -0.1361, -0.138, -0.1178, -0.1014, -0.0747, 0.0074, 0.0243, 0.0, -0.0579, -0.0235, 0.0616, 0.0371, 0.0842, 0.0257, 0.0071, -0.0152, -0.092, -0.1276, -0.1654, -0.2107, -0.1503, -0.0615, 0.0039, -0.0249, 0.0013, -0.0061, 0.0471, -0.0358, -0.1153, -0.0636, -0.1241, -0.1093, -0.12, -0.1818, -0.2448, -0.2906, -0.3314, -0.3118, -0.2753, -0.2391, -0.3226, -0.3336, -0.2644, -0.2886, -0.2421, -0.2421, -0.2407, -0.1984, -0.228, -0.2083, -0.1772, -0.2153, -0.197, -0.2283, -0.2509, -0.2454, -0.2981, -0.3506, -0.3521, -0.3961, -0.375, -0.284, -0.2538, -0.2794, -0.2706, -0.2706, -0.2989, -0.3113, -0.3183, -0.33, -0.33, -0.2801, -0.257, -0.1977, -0.23, -0.2212, -0.2162, -0.1409, -0.1562, -0.1838, -0.1685, -0.1297, -0.1297, -0.2053, -0.2087, -0.2248, -0.2436, -0.268, -0.2167, -0.1962, -0.2404, -0.3182, -0.2944, -0.2801, -0.3406, -0.4088, -0.3109, -0.2566, -0.2653, -0.2908, -0.2818, -0.2155, -0.2155, -0.2195, -0.1852, -0.1387, -0.2163, -0.1947, -0.179, -0.1506, -0.1606, -0.2701, -0.2716, -0.3053, -0.2174, -0.2344, -0.285, -0.2401, -0.2282, -0.1036, -0.1353, -0.096, 0.0393, -0.0689, -0.0511, -0.0274, -0.0586, -0.0864, -0.0803, -0.0788, -0.1518, -0.1931, -0.2616, -0.1695]}
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{"unit_id": "quote:1969370698633060655", "ticker_idx": 0, "ts": "2025-09-20T11:58:58+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RBRK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish RBRK thesis as beneficiary of rising cyber threats disrupting European airports.", "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": "quote", "lang": "qct", "tweet_text": "$RBRK", "reply_text": null, "parent_text": null, "quoted_text": "🚨Cyber attack disrupts European airports\n\nIf only there was a cyber resilience company that could mitigate the disruption caused by an inevitable attack…\n\n$RBRK https://t.co/TeYgg5mqjh", "parent_author": null, "ret_m1d": -0.003230146772720488, "ret_signed_m1d": -0.003230146772720488, "alpha_spy_m1d": 0.0014785332953468622, "alpha_c_m1d": 0.0014785332953468622, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": -0.00470868006806735, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012051201968533709, "ret_signed_p1d": 0.012051201968533709, "alpha_spy_p1d": 0.017494580833627538, "alpha_c_p1d": 0.017494580833627538, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.005443378865093829, "ret_p1w": 0.035408107215318285, "ret_signed_p1w": 0.035408107215318285, "alpha_spy_p1w": 0.04014678063962651, "alpha_c_p1w": 0.04014678063962651, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": -0.004738673424308226, "ret_p1m": -0.007578588974297085, "ret_signed_p1m": -0.007578588974297085, "alpha_spy_p1m": -0.014251880019766738, "alpha_c_p1m": -0.014251880019766738, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": 0.006673291045469654, "ret_p3m": -0.056901407916693736, "ret_signed_p3m": -0.056901407916693736, "alpha_spy_p3m": -0.07134260907955003, "alpha_c_p3m": -0.07134260907955003, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.014441201162856299, "ret_p6m": -0.35321154485053774, "ret_signed_p6m": -0.35321154485053774, "alpha_spy_p6m": -0.36210738973708123, "alpha_c_p6m": -0.36210738973708123, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": 0.008895844886543491, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007578588974297085, "alpha_spy_stated": -0.014251880019766738, "alpha_c_stated": -0.014251880019766738, "price_path": [0.1251, 0.1442, 0.0856, 0.1131, 0.0583, 0.0632, 0.1067, 0.1067, 0.1163, 0.0793, 0.1379, 0.0702, 0.0503, 0.0665, 0.0851, 0.087, 0.08, 0.0947, 0.075, 0.0408, 0.054, 0.0649, 0.056, 0.0822, 0.1085, 0.1855, 0.1796, 0.089, 0.1495, 0.0876, 0.1401, 0.1149, 0.086, 0.0647, 0.0977, 0.0943, 0.0492, 0.0663, 0.065, 0.0432, 0.0573, 0.059, 0.1029, 0.0912, 0.0581, 0.0875, 0.1558, 0.1107, 0.1107, 0.0921, 0.0898, 0.0753, 0.1297, 0.1878, 0.2238, 0.0029, -0.0323, -0.0744, -0.0608, -0.0682, -0.082, -0.0307, -0.0032, 0.0, 0.0121, -0.017, 0.0186, 0.0206, 0.0354, 0.0219, 0.0241, 0.0429, 0.0289, 0.0214, -0.0123, 0.0467, 0.0697, 0.023, 0.0335, -0.0288, -0.0178, -0.023, -0.0406, -0.0209, -0.0076, -0.0452, -0.0451, -0.0435, -0.0335, -0.0543, -0.1065, -0.1173, -0.0649, -0.0583, -0.098, -0.1011, -0.1113, -0.0927, -0.0549, -0.0604, -0.0813, -0.124, -0.1111, -0.1342, -0.1452, -0.1293, -0.159, -0.1727, -0.1628, -0.1441, -0.1531, -0.1531, -0.1388, -0.1477, -0.1378, -0.1128, -0.125, 0.0718, 0.107, 0.1344, 0.117, 0.0819, 0.0129, -0.0075, -0.0321, -0.0907, -0.0569, -0.0287, -0.0097, -0.0216, -0.021, -0.021, -0.0227, -0.0308, -0.0326, -0.0498, -0.0498, -0.0624, -0.0868, -0.0668, -0.045, -0.1096, -0.1234, -0.1133, -0.1201, -0.1534, -0.1421, -0.1664, -0.1664, -0.1939, -0.2005, -0.1912, -0.1841, -0.1512, -0.2265, -0.2149, -0.2798, -0.3049, -0.3235, -0.3521, -0.3556, -0.3994, -0.3655, -0.3284, -0.3064, -0.3152, -0.3392, -0.3223, -0.3223, -0.3353, -0.3243, -0.3271, -0.3763, -0.4128, -0.3659, -0.352, -0.325, -0.3545, -0.333, -0.3307, -0.3183, -0.3058, -0.2897, -0.2897, -0.3049, -0.2854, -0.3289, -0.3362, -0.3581, -0.3532]}
{"unit_id": "reply:1975674518266847488", "ticker_idx": 0, "ts": "2025-10-07T21:28:06+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$200 is reasonable. $300 could also happen.", "tweet_type": "prediction", "timeline": "months", "summary": "NBIS price target $200–$300 by end of year.", "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": "@JayD428914 $200 is reasonable. $300 could also happen.", "reply_text": null, "parent_text": "@RJCcapital Do you have a price target for NBIS by end of year?", "quoted_text": null, "parent_author": "JayD428914", "ret_m1d": -0.03524592665375259, "ret_signed_m1d": -0.03524592665375259, "alpha_spy_m1d": -0.029318218634720616, "alpha_c_m1d": -0.03939877087713417, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": 0.00415284422338158, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08721310975121677, "ret_signed_p1d": 0.08721310975121677, "alpha_spy_p1d": 0.09011008447614999, "alpha_c_p1d": 0.09292343707710893, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.005710327325892162, "ret_p1w": 0.031393457631595734, "ret_signed_p1w": 0.031393457631595734, "alpha_spy_p1w": 0.043189445733940124, "alpha_c_p1w": 0.03295087412660935, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.0015574164950136193, "ret_p1m": -0.1029507996606045, "ret_signed_p1m": -0.1029507996606045, "alpha_spy_p1m": -0.09879102701542963, "alpha_c_p1m": -0.07543730747949207, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.02751349218111243, "ret_p3m": -0.23909834564709276, "ret_signed_p3m": -0.23909834564709276, "alpha_spy_p3m": -0.2638226525962206, "alpha_c_p3m": -0.2611713374726876, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.022072991825594857, "ret_p6m": -0.1080327893866867, "ret_signed_p6m": -0.1080327893866867, "alpha_spy_p6m": -0.08790875322780489, "alpha_c_p6m": -0.08068561612560032, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": -0.027347173261086377, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1029507996606045, "alpha_spy_stated": -0.09879102701542963, "alpha_c_stated": -0.07543730747949207, "price_path": [-0.6369, -0.5742, -0.5612, -0.563, -0.5599, -0.5673, -0.5707, -0.5819, -0.5748, -0.5725, -0.5789, -0.5676, -0.5869, -0.5796, -0.5539, -0.5738, -0.556, -0.5478, -0.5484, -0.4647, -0.4362, -0.4243, -0.3825, -0.4211, -0.4389, -0.413, -0.4054, -0.4493, -0.447, -0.4575, -0.4346, -0.4261, -0.4223, -0.4254, -0.4095, -0.44, -0.44, -0.4613, -0.4619, -0.468, -0.4634, -0.4749, -0.2154, -0.2345, -0.2689, -0.2589, -0.2544, -0.267, -0.2289, -0.2285, -0.186, -0.1262, -0.1164, -0.0719, -0.1152, -0.1172, -0.0966, -0.0798, -0.0524, 0.0317, 0.049, 0.0241, -0.0352, 0.0, 0.0872, 0.0621, 0.1103, 0.0504, 0.0314, 0.0085, -0.0702, -0.1066, -0.1452, -0.1916, -0.1298, -0.0389, 0.0281, -0.0014, 0.0254, 0.0179, 0.0723, -0.0125, -0.0939, -0.041, -0.103, -0.0879, -0.0988, -0.1621, -0.2266, -0.2735, -0.3152, -0.2952, -0.2579, -0.2207, -0.3062, -0.3175, -0.2467, -0.2715, -0.2239, -0.2239, -0.2224, -0.1791, -0.2094, -0.1892, -0.1574, -0.1964, -0.1776, -0.2098, -0.2329, -0.2272, -0.2812, -0.3349, -0.3365, -0.3816, -0.3599, -0.2667, -0.2358, -0.262, -0.253, -0.253, -0.282, -0.2948, -0.3019, -0.3139, -0.3139, -0.2627, -0.2391, -0.1784, -0.2114, -0.2025, -0.1973, -0.1202, -0.1358, -0.1641, -0.1485, -0.1088, -0.1088, -0.1861, -0.1896, -0.2061, -0.2254, -0.2503, -0.1978, -0.1768, -0.222, -0.3017, -0.2774, -0.2627, -0.3247, -0.3945, -0.2943, -0.2387, -0.2476, -0.2737, -0.2645, -0.1966, -0.1966, -0.2007, -0.1656, -0.118, -0.1974, -0.1753, -0.1592, -0.1302, -0.1403, -0.2525, -0.254, -0.2885, -0.1985, -0.216, -0.2678, -0.2218, -0.2096, -0.082, -0.1144, -0.0742, 0.0643, -0.0465, -0.0282, -0.0039, -0.0359, -0.0643, -0.0581, -0.0566, -0.1314, -0.1736, -0.2438, -0.1495, -0.1643, -0.108]}
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{"unit_id": "orig:1970941082369392693", "ticker_idx": 1, "ts": "2025-09-24T19:59:07+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "competition from $HOOD", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying DKNG puts on competitive pressure from Robinhood; implies HOOD is the competitive threat/beneficiary.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "I am buying puts in $DKNG which I believe will be increasingly challenged in the face of competition from $HOOD https://t.co/PlFqsedvgL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0047319092198342405, "ret_signed_m1d": -0.0047319092198342405, "alpha_spy_m1d": -0.007923822134389025, "alpha_c_m1d": -0.0075298824178323676, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.002797973197998127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0327287178706529, "ret_signed_p1d": -0.0327287178706529, "alpha_spy_p1d": -0.028115342965219225, "alpha_c_p1d": -0.03011728582233597, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.0026114320483169307, "ret_p1w": 0.09731858076417899, "ret_signed_p1w": 0.09731858076417899, "alpha_spy_p1w": 0.08620055110598424, "alpha_c_p1w": 0.10142234200994549, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": -0.004103761245766502, "ret_p1m": 0.059384846987923456, "ret_signed_p1m": 0.059384846987923456, "alpha_spy_p1m": 0.04326005025838442, "alpha_c_p1m": 0.07934381369688237, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": -0.019958966708958914, "ret_p3m": -0.0349369100832555, "ret_signed_p3m": -0.0349369100832555, "alpha_spy_p3m": -0.07389269498207907, "alpha_c_p3m": -0.07044051644945126, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": 0.03550360636619576, "ret_p6m": -0.4151419410310392, "ret_signed_p6m": -0.4151419410310392, "alpha_spy_p6m": -0.4161246767375034, "alpha_c_p6m": -0.33215785018218624, "bench_spy_p6m": 0.0009827357064642328, "bench_c_p6m": -0.08298409084885294, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.059384846987923456, "alpha_spy_stated": 0.04326005025838442, "alpha_c_stated": 0.07934381369688237, "price_path": [-0.3452, -0.2616, -0.2718, -0.2273, -0.2555, -0.2555, -0.2629, -0.2802, -0.2544, -0.2216, -0.2244, -0.2117, -0.215, -0.1857, -0.1684, -0.1345, -0.1771, -0.1968, -0.195, -0.1961, -0.1731, -0.158, -0.1852, -0.1632, -0.1873, -0.2121, -0.1611, -0.1683, -0.1668, -0.1228, -0.096, -0.1039, -0.1002, -0.1434, -0.1269, -0.0996, -0.0929, -0.1522, -0.1692, -0.1617, -0.1379, -0.1487, -0.142, -0.1883, -0.1823, -0.1796, -0.1796, -0.2047, -0.2049, -0.1884, -0.2015, -0.0751, -0.0655, -0.0737, -0.0714, -0.0928, -0.0944, -0.0743, -0.0644, -0.0465, -0.0159, -0.0151, -0.0047, 0.0, -0.0327, -0.0396, 0.0782, 0.1292, 0.0973, 0.1491, 0.1725, 0.1377, 0.1435, 0.1898, 0.2024, 0.0959, 0.1095, 0.0643, 0.058, 0.0366, 0.0245, 0.071, 0.0397, 0.0033, 0.0594, 0.1024, 0.1503, 0.1534, 0.142, 0.0889, 0.1576, 0.1599, 0.0789, 0.1237, 0.0022, 0.0281, 0.0716, 0.0405, 0.0487, -0.0416, -0.0339, -0.0854, -0.0986, -0.0681, -0.1624, -0.1538, -0.0933, -0.0886, 0.011, 0.011, 0.0133, -0.0281, -0.0067, 0.0539, 0.0811, 0.0406, 0.0759, 0.0703, 0.0699, -0.027, -0.0576, -0.091, -0.0584, -0.0868, -0.076, -0.043, -0.0349, -0.0517, -0.0502, -0.0502, -0.0684, -0.0739, -0.0895, -0.108, -0.108, -0.0914, -0.0281, -0.0402, -0.0775, -0.09, -0.0909, -0.0732, -0.0517, -0.0562, -0.1297, -0.1424, -0.1424, -0.1658, -0.1647, -0.1621, -0.1562, -0.1562, -0.17, -0.1845, -0.2016, -0.2155, -0.2909, -0.3133, -0.3642, -0.4268, -0.3468, -0.3174, -0.3249, -0.3851, -0.4391, -0.4009, -0.4009, -0.405, -0.4069, -0.4034, -0.3998, -0.4339, -0.4212, -0.3886, -0.3734, -0.4018, -0.3787, -0.4001, -0.3517, -0.3647, -0.392, -0.3742, -0.3807, -0.3794, -0.3997, -0.4212, -0.4061, -0.39, -0.4093, -0.4151]}
{"unit_id": "quote:1977945074576072914", "ticker_idx": 0, "ts": "2025-10-14T03:50:28+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "EASIEST GAP UP TO $50 IN THE MARKET RIGHT NOW. WE ARE SO EARLY $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "High-conviction long FLNC targeting gap up to $50; author has been bullish since $6.", "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": "BEEN POUNDING THE TABLE SINCE WE WERE AT $6 AND NOT FINTWIT INFLUENCERS WANT TO GET INVOLVED. EASIEST GAP UP TO $50 IN THE MARKET RIGHT NOW. WE ARE SO EARLY $FLNC", "reply_text": null, "parent_text": null, "quoted_text": "1/ $FLNC is the leading utility-scale battery provider with 5x potential.\n\nPower demand is exploding due to rapid data center buildout.\n\nMost of the new capacity should come from renewables, where storage is critical.\n\nHere is why $FLNC is an asymmetric opportunity: 🧵 https://t.co/xHmGWNYmTp", "parent_author": null, "ret_m1d": -0.13875340453963425, "ret_signed_m1d": -0.13875340453963425, "alpha_spy_m1d": -0.1399765450723668, "alpha_c_m1d": -0.1399765450723668, "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": 0.16205960148924126, "ret_signed_p1d": 0.16205960148924126, "alpha_spy_p1d": 0.15762007157963587, "alpha_c_p1d": 0.15762007157963587, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.004439529909605389, "ret_p1w": -0.1186992110296643, "ret_signed_p1w": -0.1186992110296643, "alpha_spy_p1w": -0.13238022653554005, "alpha_c_p1w": -0.13238022653554005, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.013681015505875749, "ret_p1m": 0.04119231924693545, "ret_signed_p1m": 0.04119231924693545, "alpha_spy_p1m": 0.009254802194337941, "alpha_c_p1m": 0.009254802194337941, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.03193751705259751, "ret_p3m": 0.2574525638796359, "ret_signed_p3m": 0.2574525638796359, "alpha_spy_p3m": 0.20627562798699417, "alpha_c_p3m": 0.20627562798699417, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05117693589264172, "ret_p6m": -0.2888889244973232, "ret_signed_p6m": -0.2888889244973232, "alpha_spy_p6m": -0.3155099341895178, "alpha_c_p6m": -0.3155099341895178, "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": 0.04119231924693545, "alpha_spy_stated": 0.009254802194337941, "alpha_c_stated": 0.009254802194337941, "price_path": [-0.5534, -0.5144, -0.4835, -0.4466, -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]}
{"unit_id": "quote:1989751322800001153", "ticker_idx": 0, "ts": "2025-11-15T17:44:17+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Might be time to press the short here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Suggests it may be time to press the short on Duolingo.", "resolved_tickers": ["DUOL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "Is that @alc2022 after learning how to dance on $DUOL??? Might be time to press the short here", "reply_text": null, "parent_text": null, "quoted_text": "Happy weekend !! https://t.co/cBfdv4qQwx", "parent_author": null, "ret_m1d": 0.03814440393104479, "ret_signed_m1d": -0.03814440393104479, "alpha_spy_m1d": -0.02874016765648424, "alpha_c_m1d": -0.02874016765648424, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.009404236274560551, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015818742674784225, "ret_signed_p1d": 0.015818742674784225, "alpha_spy_p1d": 0.007421281004098668, "alpha_c_p1d": 0.007421281004098668, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": -0.008397461670685558, "ret_p1w": -0.032534935282176325, "ret_signed_p1w": 0.032534935282176325, "alpha_spy_p1w": 0.037131892160328195, "alpha_c_p1w": 0.037131892160328195, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.00459695687815187, "ret_p1m": 0.04768048351538123, "ret_signed_p1m": -0.04768048351538123, "alpha_spy_p1m": -0.027850721797389344, "alpha_c_p1m": -0.027850721797389344, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.01982976171799189, "ret_p3m": -0.37145902077555937, "ret_signed_p3m": 0.37145902077555937, "alpha_spy_p3m": 0.39791833316791936, "alpha_c_p3m": 0.39791833316791936, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.02645931239235999, "ret_p6m": -0.40534021655034624, "ret_signed_p6m": 0.40534021655034624, "alpha_spy_p6m": 0.5205823495405565, "alpha_c_p6m": 0.5205823495405565, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.11524213299021024, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04768048351538123, "alpha_spy_stated": -0.027850721797389344, "alpha_c_stated": -0.027850721797389344, "price_path": [0.9009, 0.9382, 0.8616, 0.8031, 0.7727, 0.7834, 0.8106, 0.6708, 0.6708, 0.6266, 0.5848, 0.5297, 0.5212, 0.5217, 0.5341, 0.6038, 0.7352, 0.7272, 0.5993, 0.5748, 0.5659, 0.6249, 0.6318, 0.7352, 0.68, 0.6894, 0.7585, 0.8309, 0.8443, 0.8054, 0.7037, 0.7558, 0.8098, 0.7968, 0.7949, 0.948, 0.8915, 0.8231, 0.8511, 0.8657, 0.9133, 0.8543, 0.8176, 0.7542, 0.7816, 0.7253, 0.7583, 0.7502, 0.7206, 0.6485, 0.53, 0.4743, 0.5181, 0.4861, 0.4699, 0.4586, 0.0868, 0.1287, 0.0815, 0.0932, 0.0466, 0.0464, 0.0381, 0.0, -0.0158, -0.0213, -0.0576, -0.0308, -0.0325, -0.0141, 0.057, 0.057, 0.0737, 0.0403, 0.0243, 0.0397, 0.0567, 0.1205, 0.1663, 0.1728, 0.1075, 0.1273, 0.101, 0.0432, 0.0477, 0.0319, 0.0259, 0.0431, 0.0398, 0.0056, 0.0136, 0.0136, 0.019, 0.0107, -0.0063, -0.0155, -0.0155, -0.01, 0.0386, 0.0038, -0.0111, -0.0247, -0.009, -0.0927, -0.07, -0.1234, -0.1338, -0.1577, -0.1577, -0.1665, -0.1765, -0.1378, -0.1251, -0.1498, -0.1806, -0.199, -0.2176, -0.248, -0.2599, -0.3253, -0.3443, -0.3586, -0.3302, -0.333, -0.3229, -0.3869, -0.3715, -0.3685, -0.3685, -0.3713, -0.3692, -0.3767, -0.3665, -0.4046, -0.3862, -0.3737, -0.3412, -0.4334, -0.4345, -0.43, -0.4605, -0.4304, -0.4283, -0.4367, -0.4661, -0.4457, -0.4675, -0.4481, -0.4281, -0.4146, -0.4388, -0.4413, -0.45, -0.4405, -0.4521, -0.444, -0.4497, -0.4651, -0.472, -0.4471, -0.4604, -0.4585, -0.4585, -0.4425, -0.4599, -0.4892, -0.4922, -0.495, -0.4753, -0.487, -0.4459, -0.4197, -0.4362, -0.4119, -0.4243, -0.4081, -0.4374, -0.4197, -0.4205, -0.4041, -0.4008, -0.3824, -0.3759, -0.3817, -0.4164, -0.4109, -0.3627, -0.3942, -0.4102, -0.4053]}
{"unit_id": "quote:1980252279115518391", "ticker_idx": 0, "ts": "2025-10-20T12:38:29+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ITS TIME TO OPEN THE $NAK PEBBLE MINE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NAK; argues Pebble Mine should be opened to address US critical mineral needs vs China.", "resolved_tickers": ["NAK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Other Industrial Metals & Mining'", "bench_c_industry": "Other Industrial Metals & Mining", "unit_kind": "quote", "lang": "en", "tweet_text": "ITS TIME TO OPEN THE $NAK PEBBLE MINE https://t.co/ESZwrvahUD", "reply_text": null, "parent_text": null, "quoted_text": "#PebbleMine ⚒️the answer to the challenge China poses as it dominates critical mineral development America needs to survive. We must never negotiate with foreign entities over energy resources when we have everything, EVERYTHING, we need domestically. ALL IT TAKES IS POLITICAL", "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.010293443303142635, "alpha_c_m1d": 0.011807053420080926, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011807053420080926, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05365848666071282, "ret_signed_p1d": -0.05365848666071282, "alpha_spy_p1d": -0.05364354378192959, "alpha_c_p1d": -0.049835159233876714, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -0.0038233274268361095, "ret_p1w": -0.07317072177911899, "ret_signed_p1w": -0.07317072177911899, "alpha_spy_p1w": -0.09393637288618473, "alpha_c_p1w": -0.07362046874971717, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.000449746970598186, "ret_p1m": -0.22926825382112304, "ret_signed_p1m": -0.22926825382112304, "alpha_spy_p1m": -0.21255441471687442, "alpha_c_p1m": -0.1909234339576955, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.038344819863427526, "ret_p3m": -0.014634132725648952, "ret_signed_p3m": -0.014634132725648952, "alpha_spy_p3m": -0.048874410182822015, "alpha_c_p3m": -0.12140874098369192, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.10677460825804297, "ret_p6m": -0.07317072177911899, "ret_signed_p6m": -0.07317072177911899, "alpha_spy_p6m": -0.11356141480416826, "alpha_c_p6m": -0.25412123804916986, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.18095051627005088, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22926825382112304, "alpha_spy_stated": -0.21255441471687442, "alpha_c_stated": -0.1909234339576955, "price_path": [-0.5463, -0.5707, -0.5659, -0.5902, -0.639, -0.6, -0.6146, -0.6341, -0.6195, -0.6146, -0.6098, -0.5854, -0.561, -0.5756, -0.5707, -0.5756, -0.561, -0.5561, -0.5659, -0.5854, -0.5854, -0.5756, -0.561, -0.5707, -0.561, -0.5659, -0.5561, -0.561, -0.561, -0.5805, -0.5707, -0.5854, -0.5854, -0.6, -0.6049, -0.6, -0.6, -0.6, -0.5756, -0.5951, -0.6, -0.6, -0.5756, -0.5463, -0.5463, -0.4683, -0.4829, -0.4439, -0.3902, -0.4146, -0.4244, -0.4049, -0.3561, -0.2634, -0.0829, -0.0488, -0.0439, -0.0098, 0.2976, 0.3463, 0.2878, 0.0927, 0.0, 0.0, -0.0537, -0.0927, -0.078, -0.0049, -0.0732, -0.0341, -0.0146, -0.0146, -0.0195, -0.0927, -0.1268, -0.1171, -0.161, -0.1415, -0.1171, -0.1171, -0.1073, -0.1561, -0.1707, -0.1854, -0.2293, -0.2049, -0.2683, -0.2683, -0.239, -0.1707, -0.122, -0.122, -0.0634, -0.0976, -0.1073, -0.0585, 0.0195, 0.0098, -0.0195, -0.0049, -0.0293, 0.0488, 0.0488, -0.0049, 0.0146, 0.0146, 0.0537, 0.078, 0.1317, 0.1317, 0.0927, 0.0927, 0.0634, -0.0195, -0.0244, -0.039, -0.039, -0.0488, 0.0098, 0.0732, 0.0829, 0.039, 0.0732, 0.0098, 0.039, 0.0341, -0.0146, -0.0683, -0.0683, 0.0049, -0.0049, 0.0488, 0.039, 0.1707, 0.2244, 0.2, 0.1024, -0.0049, -0.0195, 0.0976, 0.0049, -0.1024, -0.0488, 0.0195, 0.0049, 0.0732, 0.0878, 0.0537, 0.0537, -0.0098, -0.4, -0.3561, -0.361, -0.3268, -0.2585, -0.278, -0.2683, -0.2439, -0.278, -0.3317, -0.3366, -0.3561, -0.3659, -0.3415, -0.3073, -0.3415, -0.3512, -0.361, -0.3415, -0.3707, -0.3707, -0.3805, -0.4439, -0.4488, -0.3805, -0.3512, -0.3951, -0.3756, -0.3805, -0.3171, -0.278, -0.2732, -0.2732, -0.2098, -0.2634, -0.2, -0.161, -0.1415, -0.0634, -0.0732]}
{"unit_id": "orig:1996061613019824196", "ticker_idx": 0, "ts": "2025-12-03T03:39:08+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$25 = add another 2% to $NBIS\n$20 = add another 2% to $NBIS \n$15  = add another 2% to $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Systematically buying NBIS at $25/$20/$15 price targets on valuation compression; implicitly avoiding IREN in favor of 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": "original", "lang": "en", "tweet_text": "People keep asking me when I plan to buy $IREN. Most of the replies come from low level traders who think conviction means buying every green candle and praying the chart goes up. I use a simple framework that does not require hopium. Non-disciplined investors will hate this. \n\n$25 = add another 2% to $NBIS\n$20 = add another 2% to $NBIS \n$15  = add another 2% to $NBIS\n \nOnce I reach that level, I leave it alone. I do not babysit it, I do not chase it, and I do not rebuild it every time someone discovers a new power arbitrage theory.\n\nIf the stock trades at higher prices but the price to sales multiple compresses, I follow the exact same framework. Valuation drives the decision, not vibes.\n\nFundamentals matter. The market eventually rewards people who understand that, and it punishes everyone who thinks conviction is the same thing as being loud on the internet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.024969685265102903, "ret_signed_m1d": -0.024969685265102903, "alpha_spy_m1d": -0.021518885438668756, "alpha_c_m1d": -0.025838298575107332, "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": 0.039223665129732854, "ret_signed_p1d": 0.039223665129732854, "alpha_spy_p1d": 0.03849252534174452, "alpha_c_p1d": 0.03349095101939392, "bench_spy_p1d": 0.000731139787988333, "bench_c_p1d": 0.005732714110338932, "ret_p1w": -0.0538819442955466, "ret_signed_p1w": -0.0538819442955466, "alpha_spy_p1w": -0.05926295316227004, "alpha_c_p1w": -0.07073244069902607, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.016850496403479465, "ret_p1m": -0.15381112635995964, "ret_signed_p1m": -0.15381112635995964, "alpha_spy_p1m": -0.15387690644426966, "alpha_c_p1m": -0.17961770135482247, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02580657499486283, "ret_p3m": -0.07996356832928131, "ret_signed_p3m": -0.07996356832928131, "alpha_spy_p3m": -0.08657010246032637, "alpha_c_p3m": -0.10707727596340255, "bench_spy_p3m": 0.006606534131045061, "bench_c_p3m": 0.027113707634121242, "ret_p6m": 1.2881116106707249, "ret_signed_p6m": 1.2881116106707249, "alpha_spy_p6m": 1.1784351532999089, "alpha_c_p6m": 1.268210469430523, "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": -0.15381112635995964, "alpha_spy_stated": -0.15387690644426966, "alpha_c_stated": -0.17961770135482247, "price_path": [-0.3382, -0.3524, -0.0323, -0.0559, -0.0984, -0.086, -0.0805, -0.0959, -0.0489, -0.0485, 0.0039, 0.0776, 0.0898, 0.1447, 0.0912, 0.0888, 0.1142, 0.135, 0.1687, 0.2724, 0.2938, 0.263, 0.1899, 0.2333, 0.3409, 0.3099, 0.3694, 0.2955, 0.272, 0.2438, 0.1468, 0.1019, 0.0542, -0.003, 0.0732, 0.1854, 0.268, 0.2316, 0.2647, 0.2554, 0.3225, 0.2179, 0.1175, 0.1828, 0.1063, 0.1249, 0.1115, 0.0334, -0.0461, -0.104, -0.1555, -0.1308, -0.0847, -0.0389, -0.1444, -0.1583, -0.071, -0.1015, -0.0428, -0.0428, -0.0409, 0.0124, -0.025, 0.0, 0.0392, -0.0089, 0.0143, -0.0254, -0.0539, -0.0469, -0.1135, -0.1797, -0.1817, -0.2373, -0.2106, -0.0956, -0.0575, -0.0899, -0.0788, -0.0788, -0.1145, -0.1302, -0.139, -0.1538, -0.1538, -0.0907, -0.0616, 0.0133, -0.0274, -0.0164, -0.01, 0.085, 0.0658, 0.0309, 0.0502, 0.0992, 0.0992, 0.0037, -0.0005, -0.0209, -0.0447, -0.0754, -0.0106, 0.0153, -0.0405, -0.1388, -0.1088, -0.0907, -0.1671, -0.2532, -0.1296, -0.0611, -0.0721, -0.1042, -0.0929, -0.0092, -0.0092, -0.0142, 0.0291, 0.0878, -0.0101, 0.0171, 0.037, 0.0728, 0.0603, -0.0781, -0.08, -0.1225, -0.0115, -0.0331, -0.0969, -0.0402, -0.0252, 0.1322, 0.0922, 0.1418, 0.3127, 0.176, 0.1985, 0.2285, 0.189, 0.154, 0.1616, 0.1635, 0.0713, 0.0192, -0.0673, 0.0489, 0.0306, 0.1001, 0.1001, 0.1377, 0.1868, 0.2636, 0.3782, 0.4655, 0.5625, 0.6371, 0.6859, 0.6715, 0.5886, 0.609, 0.5826, 0.5784, 0.5879, 0.4877, 0.4654, 0.3699, 0.4273, 0.3974, 0.5618, 0.7835, 0.7784, 0.9722, 0.8679, 0.7898, 0.8813, 0.8107, 1.0953, 1.2356, 1.2234, 1.0204, 0.9989, 0.9391, 1.2233, 1.1711, 1.1711, 1.1033, 1.1064, 1.2881]}
{"unit_id": "quote:1978841532628078808", "ticker_idx": 0, "ts": "2025-10-16T15:12:41+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We need $NAK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NAK as a US rare earth/critical minerals play, endorsing Moore's thesis on domestic mineral development.", "resolved_tickers": ["NAK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Other Industrial Metals & Mining'", "bench_c_industry": "Other Industrial Metals & Mining", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree with Stephen Moore. We need $NAK", "reply_text": null, "parent_text": null, "quoted_text": "The U.S. has more rare earth minerals than any nation on Earth—an estimated $12 trillion worth.\n\nBut thanks to endless permits, lawsuits, and land bans, we depend on China and Russia for critical materials.\n\nWe don’t have a mineral shortage—we have a leadership shortage. https://t.co/MX61aQrlx3", "parent_author": null, "ret_m1d": 0.17857147038591137, "ret_signed_m1d": 0.17857147038591137, "alpha_spy_m1d": 0.17171463988520008, "alpha_c_m1d": 0.17107582028126367, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.0074956501046477, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08482145375515115, "ret_signed_p1d": -0.08482145375515115, "alpha_spy_p1d": -0.09049765891940431, "alpha_c_p1d": -0.08289077196640571, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": -0.0019306817887454475, "ret_p1w": -0.15625000997845606, "ret_signed_p1w": -0.15625000997845606, "alpha_spy_p1w": -0.17308207193958158, "alpha_c_p1w": -0.17135502433322047, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.015105014354764412, "ret_p1m": -0.24107141051517467, "ret_signed_p1m": -0.24107141051517467, "alpha_spy_p1m": -0.2581608551340745, "alpha_c_p1m": -0.2265341765963964, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": -0.014537233918778258, "ret_p3m": -0.04910709581584971, "ret_signed_p3m": -0.04910709581584971, "alpha_spy_p3m": -0.10235838466207015, "alpha_c_p3m": -0.16169191493352453, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.11258481911767482, "ret_p6m": -0.2142857218883475, "ret_signed_p6m": -0.2142857218883475, "alpha_spy_p6m": -0.24862930621805657, "alpha_c_p6m": -0.40589238861062726, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.19160666672227977, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24107141051517467, "alpha_spy_stated": -0.2581608551340745, "alpha_c_stated": -0.2265341765963964, "price_path": [-0.5937, -0.6116, -0.5848, -0.6071, -0.6027, -0.625, -0.6696, -0.6339, -0.6473, -0.6652, -0.6518, -0.6473, -0.6429, -0.6205, -0.5982, -0.6116, -0.6071, -0.6116, -0.5982, -0.5937, -0.6027, -0.6205, -0.6205, -0.6116, -0.5982, -0.6071, -0.5982, -0.6027, -0.5937, -0.5982, -0.5982, -0.6161, -0.6071, -0.6205, -0.6205, -0.6339, -0.6384, -0.6339, -0.6339, -0.6339, -0.6116, -0.6295, -0.6339, -0.6339, -0.6116, -0.5848, -0.5848, -0.5134, -0.5268, -0.4911, -0.442, -0.4643, -0.4732, -0.4554, -0.4107, -0.3259, -0.1607, -0.1295, -0.125, -0.0938, 0.1875, 0.2321, 0.1786, 0.0, -0.0848, -0.0848, -0.1339, -0.1696, -0.1563, -0.0893, -0.1518, -0.1161, -0.0982, -0.0982, -0.1027, -0.1696, -0.2009, -0.192, -0.2321, -0.2143, -0.192, -0.192, -0.183, -0.2277, -0.2411, -0.2545, -0.2946, -0.2723, -0.3304, -0.3304, -0.3036, -0.2411, -0.1964, -0.1964, -0.1429, -0.1741, -0.183, -0.1384, -0.067, -0.0759, -0.1027, -0.0893, -0.1116, -0.0402, -0.0402, -0.0893, -0.0714, -0.0714, -0.0357, -0.0134, 0.0357, 0.0357, 0.0, 0.0, -0.0268, -0.1027, -0.1071, -0.1205, -0.1205, -0.1295, -0.0759, -0.0179, -0.0089, -0.0491, -0.0179, -0.0759, -0.0491, -0.0536, -0.0982, -0.1473, -0.1473, -0.0804, -0.0893, -0.0402, -0.0491, 0.0714, 0.1205, 0.0982, 0.0089, -0.0893, -0.1027, 0.0045, -0.0804, -0.1786, -0.1295, -0.067, -0.0804, -0.0179, -0.0045, -0.0357, -0.0357, -0.0938, -0.4509, -0.4107, -0.4152, -0.3839, -0.3214, -0.3393, -0.3304, -0.308, -0.3393, -0.3884, -0.3929, -0.4107, -0.4196, -0.3973, -0.3661, -0.3973, -0.4062, -0.4152, -0.3973, -0.4241, -0.4241, -0.433, -0.4911, -0.4955, -0.433, -0.4062, -0.4464, -0.4286, -0.433, -0.375, -0.3393, -0.3348, -0.3348, -0.2768, -0.3259, -0.2679, -0.2321, -0.2143]}
{"unit_id": "orig:1970474579345788939", "ticker_idx": 0, "ts": "2025-09-23T13:05:24+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you buy these stocks right now you will be able to afford the jet in my profile pic like me", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy all six named stocks for outsized returns.", "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": "If you buy these stocks right now you will be able to afford the jet in my profile pic like me\n\n$FLNC\n$NBIS\n$RKLB\n$RBRK\n$HOOD\n$FIX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0381978787331656, "ret_signed_m1d": 0.0381978787331656, "alpha_spy_m1d": 0.03272470732248989, "alpha_c_m1d": 0.03272470732248989, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.0054731714106757146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09500492295834073, "ret_signed_p1d": 0.09500492295834073, "alpha_spy_p1d": 0.09818667998156205, "alpha_c_p1d": 0.09818667998156205, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.003181757023221321, "ret_p1w": 0.057786498568414446, "ret_signed_p1w": 0.057786498568414446, "alpha_spy_p1w": 0.05330843236106997, "alpha_c_p1w": 0.05330843236106997, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.004478066207344478, "ret_p1m": 0.49069541725399524, "ret_signed_p1m": 0.49069541725399524, "alpha_spy_p1m": 0.4837746851223228, "alpha_c_p1m": 0.4837746851223228, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": 0.006920732131672436, "ret_p3m": 0.9549460342700669, "ret_signed_p3m": 0.9549460342700669, "alpha_spy_p3m": 0.9257079058918452, "alpha_c_p3m": 0.9257079058918452, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.029238128378221706, "ret_p6m": 0.5661116269711799, "ret_signed_p6m": 0.5661116269711799, "alpha_spy_p6m": 0.5658487462325528, "alpha_c_p6m": 0.5658487462325528, "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": 0.49069541725399524, "alpha_spy_stated": 0.4837746851223228, "alpha_c_stated": 0.4837746851223228, "price_path": [-0.383, -0.3986, -0.3428, -0.2811, -0.2674, -0.1763, -0.1763, -0.2184, -0.1763, -0.144, -0.1606, -0.1998, -0.2223, -0.1851, -0.19, -0.1929, -0.1224, -0.0666, 0.0, -0.0754, -0.0833, -0.0813, -0.1342, -0.1724, -0.1969, -0.2047, -0.238, -0.1694, -0.1626, -0.1724, -0.1117, -0.0999, -0.1048, -0.2782, -0.2605, -0.2591, -0.2214, -0.2106, -0.2341, -0.2674, -0.3301, -0.2615, -0.2684, -0.2576, -0.287, -0.2409, -0.2752, -0.2752, -0.3213, -0.3389, -0.3389, -0.2605, -0.2938, -0.3359, -0.3379, -0.3203, -0.3144, -0.2762, -0.2654, -0.2713, -0.2243, -0.0833, 0.0382, 0.0, 0.095, 0.1489, 0.1665, 0.1166, 0.0578, 0.3173, 0.2782, 0.3506, 0.4946, 0.3546, 0.4652, 0.4594, 0.2821, 0.5563, 0.8071, 1.0999, 0.9177, 0.7948, 0.8071, 0.5926, 0.4907, 0.57, 0.9119, 0.8355, 0.7728, 0.9863, 1.0049, 1.0568, 1.0382, 0.8786, 1.0294, 0.9412, 1.0362, 1.1342, 1.0304, 0.8815, 0.5916, 0.7542, 0.6876, 0.667, 0.6464, 0.5191, 0.5083, 0.5475, 0.6425, 0.8599, 0.8599, 0.9236, 0.8991, 0.9549, 0.9442, 1.286, 1.3467, 1.239, 1.3448, 1.332, 1.526, 1.1734, 1.1077, 1.0872, 0.8188, 0.8913, 0.9549, 1.0029, 0.9265, 0.9422, 0.9422, 0.9794, 0.9559, 0.9452, 0.9373, 0.9373, 1.2537, 1.1792, 1.1381, 1.0137, 1.0744, 1.2723, 1.2801, 1.333, 1.2184, 1.4976, 1.6523, 1.6523, 1.4985, 1.5798, 1.6709, 1.6386, 1.6562, 1.7855, 2.0353, 2.0921, 2.0137, 2.0255, 2.1567, 1.8394, 0.856, 0.904, 0.9001, 0.8599, 0.716, 0.7081, 0.808, 0.808, 0.7414, 0.7071, 0.6219, 0.621, 0.5739, 0.6151, 0.5994, 0.5867, 0.522, 0.4809, 0.4613, 0.5475, 0.5436, 0.4476, 0.5377, 0.6533, 0.6758, 0.6082, 0.6043, 0.6435, 0.6161, 0.5661]}
{"unit_id": "orig:1970474579345788939", "ticker_idx": 1, "ts": "2025-09-23T13:05:24+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you buy these stocks right now you will be able to afford the jet in my profile pic like me", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy all six named stocks for outsized returns.", "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": "If you buy these stocks right now you will be able to afford the jet in my profile pic like me\n\n$FLNC\n$NBIS\n$RKLB\n$RBRK\n$HOOD\n$FIX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011131767566468054, "ret_signed_m1d": -0.011131767566468054, "alpha_spy_m1d": -0.01660493897714377, "alpha_c_m1d": -0.012567506591074529, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.001435739024606475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05037105891888216, "ret_signed_p1d": 0.05037105891888216, "alpha_spy_p1d": 0.05355281594210348, "alpha_c_p1d": 0.058647412057239445, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.008276353138357284, "ret_p1w": 0.041465616556267015, "ret_signed_p1w": 0.041465616556267015, "alpha_spy_p1w": 0.03698755034892254, "alpha_c_p1w": 0.04180343750323323, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": -0.00033782094696621634, "ret_p1m": -0.08515769986359101, "ret_signed_p1m": -0.08515769986359101, "alpha_spy_p1m": -0.09207843199526344, "alpha_c_p1m": -0.06176431445754693, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.023393385406044076, "ret_p3m": -0.17012990211586176, "ret_signed_p3m": -0.17012990211586176, "alpha_spy_p3m": -0.19936803049408347, "alpha_c_p3m": -0.15416831748075943, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": -0.015961584635102333, "ret_p6m": 0.09981441746035724, "ret_signed_p6m": 0.09981441746035724, "alpha_spy_p6m": 0.09955153672173012, "alpha_c_p6m": 0.1368217399699404, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.03700732250958316, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08515769986359101, "alpha_spy_stated": -0.09207843199526344, "alpha_c_stated": -0.06176431445754693, "price_path": [-0.5121, -0.5191, -0.4867, -0.5333, -0.5365, -0.5339, -0.5339, -0.5562, -0.5631, -0.5728, -0.5693, -0.5891, -0.5181, -0.5034, -0.5055, -0.5019, -0.5103, -0.5142, -0.5268, -0.5187, -0.5161, -0.5235, -0.5107, -0.5325, -0.5242, -0.4951, -0.5176, -0.4975, -0.4882, -0.489, -0.3942, -0.362, -0.3484, -0.3012, -0.3448, -0.3649, -0.3356, -0.3271, -0.3767, -0.3741, -0.3861, -0.3601, -0.3505, -0.3462, -0.3497, -0.3317, -0.3662, -0.3662, -0.3904, -0.391, -0.3979, -0.3927, -0.4058, -0.1121, -0.1337, -0.1726, -0.1613, -0.1562, -0.1704, -0.1273, -0.1269, -0.0788, -0.0111, 0.0, 0.0504, 0.0013, -0.0009, 0.0224, 0.0415, 0.0724, 0.1676, 0.1872, 0.159, 0.0918, 0.1317, 0.2304, 0.202, 0.2566, 0.1888, 0.1673, 0.1414, 0.0523, 0.0111, -0.0327, -0.0852, -0.0152, 0.0878, 0.1635, 0.1301, 0.1605, 0.1519, 0.2135, 0.1175, 0.0254, 0.0853, 0.0152, 0.0323, 0.0199, -0.0518, -0.1247, -0.1778, -0.225, -0.2024, -0.1601, -0.1181, -0.2148, -0.2276, -0.1475, -0.1755, -0.1216, -0.1216, -0.1199, -0.071, -0.1053, -0.0824, -0.0464, -0.0905, -0.0693, -0.1057, -0.1318, -0.1254, -0.1865, -0.2473, -0.2491, -0.3001, -0.2756, -0.1701, -0.1352, -0.1648, -0.1546, -0.1546, -0.1875, -0.2019, -0.2099, -0.2235, -0.2235, -0.1656, -0.1389, -0.0701, -0.1075, -0.0974, -0.0916, -0.0044, -0.022, -0.054, -0.0363, 0.0086, 0.0086, -0.0789, -0.0828, -0.1016, -0.1234, -0.1516, -0.0921, -0.0684, -0.1196, -0.2097, -0.1822, -0.1656, -0.2357, -0.3147, -0.2013, -0.1384, -0.1485, -0.178, -0.1676, -0.0908, -0.0908, -0.0954, -0.0557, -0.0018, -0.0917, -0.0667, -0.0484, -0.0156, -0.0271, -0.1541, -0.1558, -0.1948, -0.0929, -0.1127, -0.1713, -0.1193, -0.1055, 0.0389, 0.0022, 0.0478, 0.2045, 0.0791, 0.0998]}
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{"unit_id": "orig:1977658827290886528", "ticker_idx": 0, "ts": "2025-10-13T08:53:02+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "WE ARE SO EARLY.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish FLNC and EOSE on early-stage battery storage boom; gigascale facilities multiplying rapidly worldwide.", "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 $EOSE\n\nWE ARE SO EARLY.\n\n“This innovation has ushered in a wave ofbattery farms. In 2022, there was only a singlegigawatt-scale facility — defined as having acapacity of at least 1GWh, able to supplyroughly 3mn UK households for an hour — inoperation worldwide. Today there are 42such sites.\n\nFive times as many giga-projects are set to come online in the next couple of years, including in the UK, the Netherlands, Chile and the Philippines.\n\nBattery storage capacity in the US jumped 63 per cent in the first half of this year, according to data from S&P Global, driven by a surge in Texas.”\n\nhttps://t.co/99RgQVW0RB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.17621146194068338, "ret_signed_m1d": -0.17621146194068338, "alpha_spy_m1d": -0.16109922771279406, "alpha_c_m1d": -0.16109922771279406, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.01511223422788932, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1611076377787779, "ret_signed_p1d": 0.1611076377787779, "alpha_spy_p1d": 0.16232928406641922, "alpha_c_p1d": 0.16232928406641922, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": -0.0012216462876413203, "ret_p1w": 0.1611076377787779, "ret_signed_p1w": 0.1611076377787779, "alpha_spy_p1w": 0.1486498528883946, "alpha_c_p1w": 0.1486498528883946, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.012457784890383294, "ret_p1m": 0.30459402733414187, "ret_signed_p1m": 0.30459402733414187, "alpha_spy_p1m": 0.27449031270150726, "alpha_c_p1m": 0.27449031270150726, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.030103714632634615, "ret_p3m": 0.33291377265929234, "ret_signed_p3m": 0.33291377265929234, "alpha_spy_p3m": 0.28991872885656234, "alpha_c_p3m": 0.28991872885656234, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.042995043802730004, "ret_p6m": -0.1661422458327464, "ret_signed_p6m": -0.1661422458327464, "alpha_spy_p6m": -0.16604200438078975, "alpha_c_p6m": -0.16604200438078975, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": -0.0001002414519566397, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.30459402733414187, "alpha_spy_stated": 0.27449031270150726, "alpha_c_stated": 0.27449031270150726, "price_path": [-0.4795, -0.4814, -0.4361, -0.4003, -0.3575, -0.4059, -0.411, -0.4097, -0.4437, -0.4682, -0.484, -0.489, -0.5104, -0.4663, -0.4619, -0.4682, -0.4292, -0.4216, -0.4248, -0.5362, -0.5249, -0.5239, -0.4997, -0.4928, -0.5079, -0.5293, -0.5695, -0.5255, -0.5299, -0.523, -0.5419, -0.5123, -0.5343, -0.5343, -0.5639, -0.5752, -0.5752, -0.5249, -0.5463, -0.5733, -0.5746, -0.5632, -0.5595, -0.5349, -0.528, -0.5318, -0.5016, -0.411, -0.3329, -0.3575, -0.2964, -0.2618, -0.2505, -0.2826, -0.3203, -0.1536, -0.1787, -0.1322, -0.0396, -0.1296, -0.0585, -0.0623, -0.1762, 0.0, 0.1611, 0.3493, 0.2322, 0.1532, 0.1611, 0.0233, -0.0422, 0.0088, 0.2284, 0.1794, 0.1391, 0.2763, 0.2882, 0.3216, 0.3096, 0.207, 0.304, 0.2473, 0.3084, 0.3713, 0.3046, 0.2089, 0.0227, 0.1271, 0.0843, 0.0711, 0.0579, -0.0239, -0.0308, -0.0057, 0.0554, 0.1951, 0.1951, 0.236, 0.2203, 0.2561, 0.2492, 0.4688, 0.5079, 0.4386, 0.5066, 0.4984, 0.623, 0.3965, 0.3543, 0.3411, 0.1687, 0.2152, 0.2561, 0.287, 0.2379, 0.248, 0.248, 0.2719, 0.2568, 0.2498, 0.2448, 0.2448, 0.4481, 0.4003, 0.3738, 0.2939, 0.3329, 0.46, 0.4651, 0.4991, 0.4254, 0.6048, 0.7042, 0.7042, 0.6054, 0.6576, 0.7162, 0.6954, 0.7067, 0.7898, 0.9503, 0.9868, 0.9364, 0.944, 1.0283, 0.8244, 0.1926, 0.2234, 0.2209, 0.1951, 0.1026, 0.0975, 0.1617, 0.1617, 0.1189, 0.0969, 0.0422, 0.0415, 0.0113, 0.0378, 0.0277, 0.0195, -0.022, -0.0485, -0.061, -0.0057, -0.0082, -0.0699, -0.012, 0.0623, 0.0768, 0.0334, 0.0308, 0.056, 0.0384, 0.0063, 0.0088, -0.0478, -0.0334, 0.0164, 0.0289, -0.0585, -0.1095, -0.1819, -0.134, -0.1806, -0.163, -0.163, -0.1693, -0.1661]}
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{"unit_id": "quote:1973784660024143912", "ticker_idx": 0, "ts": "2025-10-02T16:18:28+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GREAT ENTRY POINT FOR LONG TERM BELIEVERS OF $FLNC", "tweet_type": "prediction", "timeline": "months", "summary": "Calls FLNC a great long-term entry, sharing bull thesis; endorses the 25% move as only the first leg with tariffs resolved, backlog, and margin shift.", "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": "GREAT ENTRY POINT FOR LONG TERM BELIEVERS OF $FLNC \n\nSharing my bull thesis write up I recently wrote for anyone that is considering investing and on the sidelines right now.", "reply_text": null, "parent_text": null, "quoted_text": "$FLNC - The market finally woke up to $FLNC today, sending shares up 25%. But I think this is just the first leg. With tariffs resolved, a massive backlog, accelerating growth, and a shift toward high-margin recurring revenue, the underlying thesis is much stronger than what is https://t.co/SXYRDOBSj9", "parent_author": null, "ret_m1d": 0.03065131131678167, "ret_signed_m1d": 0.03065131131678167, "alpha_spy_m1d": 0.03180171898042783, "alpha_c_m1d": 0.03180171898042783, "bench_spy_m1d": -0.001150407663646158, "bench_c_m1d": -0.001150407663646158, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05670496247529133, "ret_signed_p1d": 0.05670496247529133, "alpha_spy_p1d": 0.05671976788167399, "alpha_c_p1d": 0.05671976788167399, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": -1.4805406382656372e-05, "ret_p1w": 0.1417624061882281, "ret_signed_p1w": 0.1417624061882281, "alpha_spy_p1w": 0.13886339726764896, "alpha_c_p1w": 0.13886339726764896, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": 0.002899008920579149, "ret_p1m": 0.6091953787793363, "ret_signed_p1m": 0.6091953787793363, "alpha_spy_p1m": 0.5900087675750094, "alpha_c_p1m": 0.5900087675750094, "bench_spy_p1m": 0.019186611204326853, "bench_c_p1m": 0.019186611204326853, "ret_p3m": 0.5218391049872635, "ret_signed_p3m": 0.5218391049872635, "alpha_spy_p3m": 0.49222240684301544, "alpha_c_p3m": 0.49222240684301544, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.029616698144248055, "ret_p6m": 0.08429114266039472, "ret_signed_p6m": 0.08429114266039472, "alpha_spy_p6m": 0.1313898991350012, "alpha_c_p6m": 0.1313898991350012, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.6091953787793363, "alpha_spy_stated": 0.5900087675750094, "alpha_c_stated": 0.5900087675750094, "price_path": [-0.3885, -0.3556, -0.3303, -0.3433, -0.3739, -0.3916, -0.3625, -0.3663, -0.3686, -0.3134, -0.2697, -0.2176, -0.2766, -0.2828, -0.2812, -0.3226, -0.3525, -0.3716, -0.3778, -0.4038, -0.3502, -0.3448, -0.3525, -0.305, -0.2958, -0.2996, -0.4352, -0.4215, -0.4203, -0.3908, -0.3824, -0.4008, -0.4268, -0.4759, -0.4222, -0.4276, -0.4192, -0.4421, -0.4061, -0.433, -0.433, -0.469, -0.4828, -0.4828, -0.4215, -0.4475, -0.4805, -0.482, -0.4682, -0.4636, -0.4337, -0.4253, -0.4299, -0.3931, -0.2828, -0.1877, -0.2176, -0.1433, -0.1011, -0.0874, -0.1264, -0.1724, 0.0307, 0.0, 0.0567, 0.1693, 0.0598, 0.1464, 0.1418, 0.0031, 0.2176, 0.4138, 0.6429, 0.5004, 0.4042, 0.4138, 0.246, 0.1663, 0.2284, 0.4958, 0.436, 0.387, 0.554, 0.5686, 0.6092, 0.5946, 0.4697, 0.5877, 0.5188, 0.5931, 0.6697, 0.5885, 0.472, 0.2452, 0.3724, 0.3203, 0.3042, 0.2881, 0.1885, 0.1801, 0.2107, 0.2851, 0.4552, 0.4552, 0.505, 0.4858, 0.5295, 0.5211, 0.7885, 0.836, 0.7517, 0.8345, 0.8245, 0.9762, 0.7004, 0.649, 0.633, 0.423, 0.4797, 0.5295, 0.567, 0.5073, 0.5195, 0.5195, 0.5487, 0.5303, 0.5218, 0.5157, 0.5157, 0.7632, 0.705, 0.6728, 0.5755, 0.623, 0.7778, 0.7839, 0.8253, 0.7356, 0.954, 1.0751, 1.0751, 0.9548, 1.0184, 1.0897, 1.0644, 1.0782, 1.1793, 1.3747, 1.4192, 1.3579, 1.367, 1.4697, 1.2215, 0.4521, 0.4897, 0.4866, 0.4552, 0.3425, 0.3364, 0.4146, 0.4146, 0.3625, 0.3356, 0.269, 0.2682, 0.2314, 0.2636, 0.2513, 0.2414, 0.1908, 0.1586, 0.1433, 0.2107, 0.2077, 0.1326, 0.2031, 0.2935, 0.3111, 0.2582, 0.2552, 0.2858, 0.2644, 0.2253, 0.2284, 0.1594, 0.177, 0.2375, 0.2529, 0.1464, 0.0843]}
{"unit_id": "orig:1978161565040840910", "ticker_idx": 0, "ts": "2025-10-14T18:10:44+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Today's price action is noise. The structural thesis remains intact. Long-term investors should want optionality and Nebius has plenty of it.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish NBIS: dip on NVDA partnership fears is noise; vendor-agnostic architecture and secular AI compute demand keep thesis intact.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$AMD $NBIS $IREN — An interesting divergence in today’s market action. $NBIS fell as much 6% while $IREN rallied close to 10% following Oracle Cloud’s announcement that it will deploy 50,000 AMD AI chips for inference.\n\nThe market seems to have rewarded $IREN for aligning with $AMD while marking down $NBIS, perhaps due to its publicly stated partnership with $NVDA and stated intention it has no plans to purchase $AMD chips. But that interpretation misses the point.\n\nNebius’s strategy has never been about brand allegiance. It's about maximizing compute efficiency and power density at scale. While its infrastructure today is heavily $NVDA based, there is no contractual restriction preventing it from sourcing $AMD hardware should the economics make sense. In fact, the company’s architecture and software stack are designed to remain adaptable across chip vendors over time.\n\nThe deeper truth is that the secular demand for AI compute capacity regardless of chip vendor continues to compound. $NBIS remains one of the few AI clouds in the world scaling capacity with a model that is vendor-agnostic and built for sustained margin leverage.\n\nToday’s price action is noise. The structural thesis remains intact. Long-term investors should want optionality and Nebius has plenty of it.\n\nhttps://t.co/9c2HspaRL7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05704263102257823, "ret_signed_m1d": 0.05704263102257823, "alpha_spy_m1d": 0.05581949048984569, "alpha_c_m1d": 0.06358766204666089, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.006545031024082659, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018103723573359765, "ret_signed_p1d": -0.018103723573359765, "alpha_spy_p1d": -0.022543253482965153, "alpha_c_p1d": -0.025172445760874518, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.007068722187514753, "ret_p1w": -0.1862660651897412, "ret_signed_p1w": -0.1862660651897412, "alpha_spy_p1w": -0.19994708069561695, "alpha_c_p1w": -0.20424328438899164, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.017977219199250438, "ret_p1m": -0.263675340581189, "ret_signed_p1m": -0.263675340581189, "alpha_spy_p1m": -0.29561285763378653, "alpha_c_p1m": -0.2545123240206568, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": -0.0091630165605322, "ret_p3m": -0.23581736270482678, "ret_signed_p3m": -0.23581736270482678, "alpha_spy_p3m": -0.2869942985974685, "alpha_c_p3m": -0.2681214822227729, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.032304119517946095, "ret_p6m": -0.02458052318776416, "ret_signed_p6m": -0.02458052318776416, "alpha_spy_p6m": -0.05120153287995877, "alpha_c_p6m": -0.024168691650645613, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": -0.0004118315371185455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.263675340581189, "alpha_spy_stated": -0.29561285763378653, "alpha_c_stated": -0.2545123240206568, "price_path": [-0.581, -0.5881, -0.5913, -0.602, -0.5952, -0.593, -0.5991, -0.5884, -0.6067, -0.5998, -0.5753, -0.5942, -0.5773, -0.5695, -0.5701, -0.4904, -0.4633, -0.4519, -0.4122, -0.4488, -0.4658, -0.4411, -0.4339, -0.4757, -0.4735, -0.4836, -0.4617, -0.4536, -0.45, -0.453, -0.4378, -0.4669, -0.4669, -0.4872, -0.4877, -0.4935, -0.4891, -0.5001, -0.2531, -0.2712, -0.304, -0.2945, -0.2902, -0.3021, -0.2659, -0.2655, -0.225, -0.1682, -0.1588, -0.1164, -0.1577, -0.1596, -0.1399, -0.1239, -0.0979, -0.0178, -0.0013, -0.025, -0.0815, -0.048, 0.035, 0.0112, 0.057, 0.0, -0.0181, -0.0399, -0.1148, -0.1494, -0.1863, -0.2304, -0.1716, -0.085, -0.0212, -0.0493, -0.0238, -0.031, 0.0208, -0.0599, -0.1374, -0.087, -0.146, -0.1316, -0.142, -0.2023, -0.2637, -0.3084, -0.3481, -0.3291, -0.2935, -0.2581, -0.3395, -0.3503, -0.2829, -0.3064, -0.2611, -0.2611, -0.2597, -0.2185, -0.2474, -0.2281, -0.1978, -0.235, -0.2171, -0.2477, -0.2697, -0.2643, -0.3157, -0.3668, -0.3683, -0.4112, -0.3906, -0.3019, -0.2725, -0.2975, -0.2889, -0.2889, -0.3165, -0.3286, -0.3354, -0.3468, -0.3468, -0.2981, -0.2756, -0.2178, -0.2492, -0.2407, -0.2358, -0.1625, -0.1773, -0.2042, -0.1893, -0.1515, -0.1515, -0.2252, -0.2285, -0.2442, -0.2626, -0.2863, -0.2363, -0.2163, -0.2594, -0.3352, -0.3121, -0.2981, -0.3571, -0.4236, -0.3281, -0.2752, -0.2837, -0.3085, -0.2998, -0.2352, -0.2352, -0.239, -0.2056, -0.1603, -0.2359, -0.2149, -0.1995, -0.1719, -0.1816, -0.2884, -0.2898, -0.3227, -0.237, -0.2536, -0.3029, -0.2591, -0.2475, -0.1261, -0.1569, -0.1186, 0.0133, -0.0922, -0.0748, -0.0517, -0.0822, -0.1092, -0.1033, -0.1019, -0.1731, -0.2133, -0.2801, -0.1903, -0.2044, -0.1508, -0.1508, -0.1218, -0.0839, -0.0246]}
{"unit_id": "orig:1986834457756569771", "ticker_idx": 0, "ts": "2025-11-07T16:33:42+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 for $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on NBIS, noting Microsoft's chief datacenter architect association.", "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": "Chief datacenter architect at $MSFT\n\nBullish for $NBIS https://t.co/PP6fswf1sk", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01653483427457536, "ret_signed_m1d": -0.01653483427457536, "alpha_spy_m1d": -0.01555123761084276, "alpha_c_m1d": -0.019121531267355496, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": 0.0025866969927801353, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011951849799104464, "ret_signed_p1d": -0.011951849799104464, "alpha_spy_p1d": -0.027556220145444454, "alpha_c_p1d": -0.022387976292288725, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.010436126493184261, "ret_p1w": -0.24928107627666896, "ret_signed_p1w": -0.24928107627666896, "alpha_spy_p1w": -0.25071198746194423, "alpha_c_p1w": -0.2423236586145462, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": -0.006957417662122767, "ret_p1m": -0.09840040499963942, "ret_signed_p1m": -0.09840040499963942, "alpha_spy_p1m": -0.11726869467417655, "alpha_c_p1m": -0.13541766024419188, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.03701725524455246, "ret_p3m": -0.25961538197844847, "ret_signed_p3m": -0.25961538197844847, "alpha_spy_p3m": -0.28532097087851793, "alpha_c_p3m": -0.3048221161940107, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.045206734215562205, "ret_p6m": 0.5853702381758781, "ret_signed_p6m": 0.5853702381758781, "alpha_spy_p6m": 0.5091695628107462, "alpha_c_p6m": 0.54311222454135, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": 0.04225801363452808, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09840040499963942, "alpha_spy_stated": -0.11726869467417655, "alpha_c_stated": -0.13541766024419188, "price_path": [-0.3231, -0.3653, -0.3848, -0.3564, -0.3481, -0.3962, -0.3937, -0.4053, -0.3801, -0.3708, -0.3666, -0.3701, -0.3526, -0.3861, -0.3861, -0.4094, -0.41, -0.4167, -0.4117, -0.4243, -0.1398, -0.1608, -0.1985, -0.1875, -0.1826, -0.1964, -0.1546, -0.1542, -0.1076, -0.0421, -0.0313, 0.0175, -0.03, -0.0322, -0.0095, 0.0089, 0.0389, 0.1311, 0.1501, 0.1228, 0.0577, 0.0963, 0.1919, 0.1645, 0.2173, 0.1516, 0.1308, 0.1057, 0.0194, -0.0205, -0.0629, -0.1138, -0.046, 0.0537, 0.1272, 0.0948, 0.1242, 0.1159, 0.1756, 0.0826, -0.0066, 0.0514, -0.0165, 0.0, -0.012, -0.0814, -0.152, -0.2035, -0.2493, -0.2274, -0.1864, -0.1457, -0.2394, -0.2518, -0.1742, -0.2013, -0.1491, -0.1491, -0.1475, -0.1, -0.1333, -0.1111, -0.0762, -0.119, -0.0984, -0.1336, -0.159, -0.1528, -0.212, -0.2708, -0.2726, -0.322, -0.2983, -0.1961, -0.1622, -0.191, -0.1811, -0.1811, -0.2129, -0.2268, -0.2346, -0.2478, -0.2478, -0.1917, -0.1658, -0.0992, -0.1354, -0.1256, -0.12, -0.0355, -0.0526, -0.0836, -0.0665, -0.0229, -0.0229, -0.1077, -0.1115, -0.1297, -0.1508, -0.1781, -0.1205, -0.0975, -0.1471, -0.2345, -0.2078, -0.1917, -0.2596, -0.3362, -0.2263, -0.1653, -0.1751, -0.2037, -0.1937, -0.1192, -0.1192, -0.1237, -0.0852, -0.033, -0.1201, -0.0959, -0.0782, -0.0464, -0.0575, -0.1805, -0.1822, -0.22, -0.1213, -0.1405, -0.1973, -0.1468, -0.1334, 0.0064, -0.0291, 0.015, 0.1669, 0.0454, 0.0654, 0.092, 0.057, 0.0258, 0.0326, 0.0342, -0.0477, -0.094, -0.1709, -0.0676, -0.0838, -0.0221, -0.0221, 0.0113, 0.055, 0.1233, 0.2251, 0.3027, 0.3889, 0.4552, 0.4987, 0.4858, 0.4121, 0.4303, 0.4068, 0.4031, 0.4116, 0.3224, 0.3027, 0.2177, 0.2688, 0.2422, 0.3883, 0.5854]}
{"unit_id": "orig:1971363511478727033", "ticker_idx": 0, "ts": "2025-09-25T23:57:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long:\n$NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Explicitly long NBIS, RBRK, HOOD, and FIX; broader context argues S&P multiples are a new normal, not mean-reverting.", "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": "Buying stocks at these multiples feels bad, but continued appreciation is not untenable. The index has changed significantly from the 80s, 90s and 2000s. \n\nWe should anchor to today’s multiples as the new normal rather than expecting mean reversion to a bygone era.  \n\nToday’s S&P 500 sports a lower debt to equity ratio than prior decades. \n\nOutlays are more predictable given an all but eradication of floating rate debt.\n\nCompanies with high S&P quality ranks make up more than 60% of the index, up from <50% in the 2000s.\n\nLong:\n$NBIS\n$RBRK\n$HOOD\n$FIX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002228463323721286, "ret_signed_m1d": 0.002228463323721286, "alpha_spy_m1d": 0.007924862541066169, "alpha_c_m1d": 0.011875524094015155, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.00964706077029387, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02339836902383552, "ret_signed_p1d": 0.02339836902383552, "alpha_spy_p1d": 0.020587922240534295, "alpha_c_p1d": 0.020182616952776122, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.0032157520710593968, "ret_p1w": 0.18830090049526604, "ret_signed_p1w": 0.18830090049526604, "alpha_spy_p1w": 0.17713471200005837, "alpha_c_p1w": 0.2033638790330966, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": -0.015062978537830563, "ret_p1m": 0.1646239912657952, "ret_signed_p1m": 0.1646239912657952, "alpha_spy_p1m": 0.12923676165180953, "alpha_c_p1m": 0.1731708388925941, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": -0.008546847626798915, "ret_p3m": -0.1538532977191014, "ret_signed_p3m": -0.1538532977191014, "alpha_spy_p3m": -0.2000894433155691, "alpha_c_p3m": -0.15641151477966253, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.002558217060561141, "ret_p6m": 0.05988862358776492, "ret_signed_p6m": 0.05988862358776492, "alpha_spy_p6m": 0.06398080668859607, "alpha_c_p6m": 0.09995187411694284, "bench_spy_p6m": -0.004092183100831148, "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": 0.1646239912657952, "alpha_spy_stated": 0.12923676165180953, "alpha_c_stated": 0.1731708388925941, "price_path": [-0.5329, -0.536, -0.5334, -0.5334, -0.5558, -0.5627, -0.5724, -0.5689, -0.5887, -0.5176, -0.503, -0.505, -0.5015, -0.5098, -0.5137, -0.5264, -0.5183, -0.5157, -0.523, -0.5102, -0.532, -0.5238, -0.4946, -0.5172, -0.497, -0.4877, -0.4885, -0.3936, -0.3614, -0.3478, -0.3006, -0.3442, -0.3643, -0.335, -0.3265, -0.3761, -0.3735, -0.3855, -0.3595, -0.3499, -0.3456, -0.3491, -0.3311, -0.3656, -0.3656, -0.3898, -0.3904, -0.3973, -0.3921, -0.4052, -0.1112, -0.1329, -0.1719, -0.1605, -0.1554, -0.1696, -0.1265, -0.1261, -0.0779, -0.0102, 0.0009, 0.0513, 0.0022, 0.0, 0.0234, 0.0424, 0.0734, 0.1687, 0.1883, 0.1601, 0.0929, 0.1328, 0.2316, 0.2032, 0.2578, 0.1899, 0.1683, 0.1424, 0.0533, 0.0121, -0.0318, -0.0843, -0.0143, 0.0888, 0.1646, 0.1312, 0.1616, 0.153, 0.2147, 0.1186, 0.0264, 0.0864, 0.0162, 0.0332, 0.0209, -0.0509, -0.1239, -0.1771, -0.2243, -0.2017, -0.1593, -0.1173, -0.2141, -0.2269, -0.1467, -0.1747, -0.1208, -0.1208, -0.1191, -0.0701, -0.1045, -0.0815, -0.0455, -0.0897, -0.0684, -0.1048, -0.131, -0.1246, -0.1858, -0.2466, -0.2484, -0.2994, -0.2749, -0.1694, -0.1344, -0.1641, -0.1539, -0.1539, -0.1867, -0.2011, -0.2092, -0.2228, -0.2228, -0.1648, -0.1381, -0.0693, -0.1067, -0.0966, -0.0907, -0.0034, -0.0211, -0.0531, -0.0354, 0.0096, 0.0096, -0.0781, -0.082, -0.1007, -0.1226, -0.1508, -0.0913, -0.0675, -0.1188, -0.209, -0.1814, -0.1648, -0.235, -0.3141, -0.2006, -0.1376, -0.1477, -0.1773, -0.1669, -0.09, -0.09, -0.0945, -0.0548, -0.0008, -0.0908, -0.0658, -0.0475, -0.0147, -0.0262, -0.1533, -0.155, -0.1941, -0.0921, -0.1119, -0.1706, -0.1185, -0.1046, 0.0399, 0.0032, 0.0487, 0.2057, 0.0801, 0.1008, 0.1283, 0.0921, 0.0599]}
{"unit_id": "orig:1971363511478727033", "ticker_idx": 1, "ts": "2025-09-25T23:57:41+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long:\n$NBIS\n$RBRK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Explicitly long NBIS, RBRK, HOOD, and FIX; broader context argues S&P multiples are a new normal, not mean-reverting.", "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": "Buying stocks at these multiples feels bad, but continued appreciation is not untenable. The index has changed significantly from the 80s, 90s and 2000s. \n\nWe should anchor to today’s multiples as the new normal rather than expecting mean reversion to a bygone era.  \n\nToday’s S&P 500 sports a lower debt to equity ratio than prior decades. \n\nOutlays are more predictable given an all but eradication of floating rate debt.\n\nCompanies with high S&P quality ranks make up more than 60% of the index, up from <50% in the 2000s.\n\nLong:\n$NBIS\n$RBRK\n$HOOD\n$FIX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0019477012676496486, "ret_signed_m1d": -0.0019477012676496486, "alpha_spy_m1d": 0.0037486979496952344, "alpha_c_m1d": 0.0037486979496952344, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.005696399217344883, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014485633474234927, "ret_signed_p1d": 0.014485633474234927, "alpha_spy_p1d": 0.011675186690933703, "alpha_c_p1d": 0.011675186690933703, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.0028104467833012237, "ret_p1w": 0.008155790097389648, "ret_signed_p1w": 0.008155790097389648, "alpha_spy_p1w": -0.003010398397818026, "alpha_c_p1w": -0.003010398397818026, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": 0.011166188495207674, "ret_p1m": -0.053073652213847744, "ret_signed_p1m": -0.053073652213847744, "alpha_spy_p1m": -0.0884608818278334, "alpha_c_p1m": -0.0884608818278334, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": 0.03538722961398566, "ret_p3m": -0.04077904335845661, "ret_signed_p3m": -0.04077904335845661, "alpha_spy_p3m": -0.08701518895492433, "alpha_c_p3m": -0.08701518895492433, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.046236145596467715, "ret_p6m": -0.37699331278706005, "ret_signed_p6m": -0.37699331278706005, "alpha_spy_p6m": -0.3729011296862289, "alpha_c_p6m": -0.3729011296862289, "bench_spy_p6m": -0.004092183100831148, "bench_c_p6m": -0.004092183100831148, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.053073652213847744, "alpha_spy_stated": -0.0884608818278334, "alpha_c_stated": -0.0884608818278334, "price_path": [0.0369, 0.0418, 0.0844, 0.0844, 0.0937, 0.0575, 0.1149, 0.0486, 0.0291, 0.0449, 0.0632, 0.065, 0.0582, 0.0726, 0.0533, 0.0197, 0.0327, 0.0433, 0.0347, 0.0604, 0.0861, 0.1615, 0.1558, 0.067, 0.1262, 0.0656, 0.1171, 0.0924, 0.064, 0.0432, 0.0755, 0.0722, 0.028, 0.0448, 0.0435, 0.0222, 0.0359, 0.0376, 0.0806, 0.0691, 0.0368, 0.0655, 0.1324, 0.0883, 0.0883, 0.07, 0.0678, 0.0536, 0.1069, 0.1638, 0.199, -0.0174, -0.0519, -0.0931, -0.0797, -0.087, -0.1005, -0.0503, -0.0234, -0.0202, -0.0084, -0.0369, -0.0019, 0.0, 0.0145, 0.0012, 0.0034, 0.0218, 0.0082, 0.0007, -0.0323, 0.0256, 0.0481, 0.0023, 0.0127, -0.0484, -0.0376, -0.0427, -0.06, -0.0407, -0.0276, -0.0645, -0.0644, -0.0628, -0.0531, -0.0734, -0.1245, -0.1351, -0.0837, -0.0773, -0.1163, -0.1193, -0.1293, -0.111, -0.074, -0.0794, -0.0998, -0.1417, -0.129, -0.1517, -0.1625, -0.1469, -0.176, -0.1894, -0.1797, -0.1614, -0.1702, -0.1702, -0.1562, -0.1649, -0.1552, -0.1307, -0.1427, 0.0502, 0.0846, 0.1115, 0.0945, 0.06, -0.0075, -0.0275, -0.0516, -0.1091, -0.076, -0.0483, -0.0297, -0.0414, -0.0408, -0.0408, -0.0425, -0.0504, -0.0521, -0.069, -0.069, -0.0813, -0.1053, -0.0857, -0.0643, -0.1276, -0.1411, -0.1312, -0.1379, -0.1705, -0.1595, -0.1832, -0.1832, -0.2102, -0.2167, -0.2075, -0.2006, -0.1684, -0.2421, -0.2308, -0.2943, -0.3189, -0.3372, -0.3652, -0.3686, -0.4116, -0.3783, -0.3419, -0.3204, -0.329, -0.3525, -0.336, -0.336, -0.3488, -0.3379, -0.3407, -0.3889, -0.4247, -0.3787, -0.3651, -0.3386, -0.3675, -0.3464, -0.3442, -0.3321, -0.3198, -0.3041, -0.3041, -0.3189, -0.2998, -0.3424, -0.3496, -0.371, -0.3663, -0.3659, -0.3802, -0.4001, -0.377]}
{"unit_id": "orig:1971363511478727033", "ticker_idx": 2, "ts": "2025-09-25T23:57:41+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long:\n$NBIS\n$RBRK\n$HOOD", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Explicitly long NBIS, RBRK, HOOD, and FIX; broader context argues S&P multiples are a new normal, not mean-reverting.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "Buying stocks at these multiples feels bad, but continued appreciation is not untenable. The index has changed significantly from the 80s, 90s and 2000s. \n\nWe should anchor to today’s multiples as the new normal rather than expecting mean reversion to a bygone era.  \n\nToday’s S&P 500 sports a lower debt to equity ratio than prior decades. \n\nOutlays are more predictable given an all but eradication of floating rate debt.\n\nCompanies with high S&P quality ranks make up more than 60% of the index, up from <50% in the 2000s.\n\nLong:\n$NBIS\n$RBRK\n$HOOD\n$FIX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007144052843675475, "ret_signed_m1d": 0.007144052843675475, "alpha_spy_m1d": 0.012840452061020358, "alpha_c_m1d": 0.014385101789971877, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.007241048946296402, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12268026433866352, "ret_signed_p1d": 0.12268026433866352, "alpha_spy_p1d": 0.1198698175553623, "alpha_c_p1d": 0.11766739037503982, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.00501287396362371, "ret_p1w": 0.22080801165371544, "ret_signed_p1w": 0.22080801165371544, "alpha_spy_p1w": 0.20964182315850777, "alpha_c_p1w": 0.22340739380669405, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": -0.002599382152978613, "ret_p1m": 0.1977336350174803, "ret_signed_p1m": 0.1977336350174803, "alpha_spy_p1m": 0.16234640540349465, "alpha_c_p1m": 0.20757399442746016, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": -0.009840359409979849, "ret_p3m": -0.011003418880953575, "ret_signed_p3m": -0.011003418880953575, "alpha_spy_p3m": -0.05723956447742129, "alpha_c_p3m": -0.04933941284299448, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.038335993962040904, "ret_p6m": -0.40474627532930196, "ret_signed_p6m": -0.40474627532930196, "alpha_spy_p6m": -0.4006540922284708, "alpha_c_p6m": -0.32744119923971793, "bench_spy_p6m": -0.004092183100831148, "bench_c_p6m": -0.07730507608958403, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1977336350174803, "alpha_spy_stated": 0.16234640540349465, "alpha_c_stated": 0.20757399442746016, "price_path": [-0.2418, -0.1954, -0.2248, -0.2248, -0.2326, -0.2505, -0.2237, -0.1895, -0.1925, -0.1792, -0.1826, -0.1522, -0.1341, -0.0989, -0.1432, -0.1637, -0.1618, -0.163, -0.139, -0.1233, -0.1516, -0.1288, -0.1538, -0.1797, -0.1265, -0.134, -0.1325, -0.0866, -0.0587, -0.067, -0.0631, -0.1081, -0.0909, -0.0625, -0.0555, -0.1173, -0.135, -0.1271, -0.1023, -0.1136, -0.1066, -0.1549, -0.1485, -0.1458, -0.1458, -0.1719, -0.1721, -0.155, -0.1686, -0.037, -0.0269, -0.0355, -0.0331, -0.0554, -0.0571, -0.0361, -0.0258, -0.0071, 0.0246, 0.0255, 0.0363, 0.0412, 0.0071, 0.0, 0.1227, 0.1757, 0.1426, 0.1964, 0.2208, 0.1846, 0.1907, 0.2389, 0.2519, 0.1411, 0.1552, 0.1081, 0.1016, 0.0793, 0.0668, 0.1151, 0.0826, 0.0447, 0.1031, 0.1479, 0.1977, 0.2009, 0.189, 0.1338, 0.2053, 0.2078, 0.1233, 0.17, 0.0435, 0.0705, 0.1158, 0.0833, 0.092, -0.0021, 0.0059, -0.0477, -0.0614, -0.0297, -0.1279, -0.1189, -0.0559, -0.051, 0.0527, 0.0527, 0.0551, 0.012, 0.0342, 0.0974, 0.1256, 0.0835, 0.1203, 0.1144, 0.114, 0.0131, -0.0187, -0.0535, -0.0195, -0.0491, -0.0379, -0.0035, 0.0048, -0.0126, -0.011, -0.011, -0.03, -0.0357, -0.052, -0.0713, -0.0713, -0.0539, 0.012, -0.0007, -0.0395, -0.0525, -0.0535, -0.035, -0.0126, -0.0173, -0.0939, -0.1071, -0.1071, -0.1314, -0.1302, -0.1275, -0.1214, -0.1214, -0.1358, -0.1509, -0.1687, -0.1831, -0.2617, -0.285, -0.338, -0.4032, -0.3199, -0.2892, -0.2971, -0.3597, -0.416, -0.3762, -0.3762, -0.3805, -0.3824, -0.3788, -0.375, -0.4106, -0.3974, -0.3634, -0.3476, -0.3772, -0.3531, -0.3753, -0.3249, -0.3385, -0.367, -0.3484, -0.3551, -0.3538, -0.3749, -0.3974, -0.3816, -0.3648, -0.385, -0.391, -0.4179, -0.4047]}
{"unit_id": "orig:1971363511478727033", "ticker_idx": 3, "ts": "2025-09-25T23:57:41+00:00", "symbol": "FIX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long:\n$NBIS\n$RBRK\n$HOOD\n$FIX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Explicitly long NBIS, RBRK, HOOD, and FIX; broader context argues S&P multiples are a new normal, not mean-reverting.", "resolved_tickers": ["FIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "original", "lang": "en", "tweet_text": "Buying stocks at these multiples feels bad, but continued appreciation is not untenable. The index has changed significantly from the 80s, 90s and 2000s. \n\nWe should anchor to today’s multiples as the new normal rather than expecting mean reversion to a bygone era.  \n\nToday’s S&P 500 sports a lower debt to equity ratio than prior decades. \n\nOutlays are more predictable given an all but eradication of floating rate debt.\n\nCompanies with high S&P quality ranks make up more than 60% of the index, up from <50% in the 2000s.\n\nLong:\n$NBIS\n$RBRK\n$HOOD\n$FIX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.027947534801234797, "ret_signed_m1d": -0.027947534801234797, "alpha_spy_m1d": -0.022251135583889914, "alpha_c_m1d": -0.01903422375706354, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.008913311044171257, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0031825784570034266, "ret_signed_p1d": -0.0031825784570034266, "alpha_spy_p1d": -0.00599302524030465, "alpha_c_p1d": -0.006262965813494281, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.0030803873564908546, "ret_p1w": 0.01697007860994626, "ret_signed_p1w": 0.01697007860994626, "alpha_spy_p1w": 0.005803890114738586, "alpha_c_p1w": 0.00497638020928437, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": 0.01199369840066189, "ret_p1m": 0.21394651508114926, "ret_signed_p1m": 0.21394651508114926, "alpha_spy_p1m": 0.1785592854671636, "alpha_c_p1m": 0.1929083652261956, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": 0.02103814985495367, "ret_p3m": 0.19183094624749764, "ret_signed_p3m": 0.19183094624749764, "alpha_spy_p3m": 0.14559480065102992, "alpha_c_p3m": 0.15605009236404177, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.035780853883455865, "ret_p6m": 0.7527611212604342, "ret_signed_p6m": 0.7527611212604342, "alpha_spy_p6m": 0.7568533043612653, "alpha_c_p6m": 0.6774683679483571, "bench_spy_p6m": -0.004092183100831148, "bench_c_p6m": 0.07529275331207708, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21394651508114926, "alpha_spy_stated": 0.1785592854671636, "alpha_c_stated": 0.1929083652261956, "price_path": [-0.3519, -0.3417, -0.3279, -0.3279, -0.3273, -0.3448, -0.3353, -0.3369, -0.3298, -0.3255, -0.3304, -0.3209, -0.3161, -0.3115, -0.323, -0.3389, -0.3193, -0.3008, -0.1444, -0.1391, -0.1457, -0.1267, -0.1263, -0.1362, -0.1314, -0.141, -0.1422, -0.1373, -0.1406, -0.1387, -0.1072, -0.1278, -0.1423, -0.1535, -0.135, -0.1497, -0.1533, -0.1372, -0.1428, -0.1407, -0.1206, -0.1175, -0.0924, -0.1255, -0.1255, -0.1315, -0.1289, -0.1, -0.1219, -0.11, -0.1179, -0.065, -0.049, -0.063, -0.0277, -0.0338, -0.0515, -0.0062, -0.0083, 0.0215, -0.0001, -0.016, -0.0279, 0.0, -0.0032, 0.0259, 0.0373, 0.0356, 0.017, 0.0262, 0.0151, 0.0501, 0.0377, 0.0146, 0.0518, 0.0342, 0.0407, 0.0428, 0.0293, 0.0403, 0.0311, -0.017, 0.0257, 0.2204, 0.2139, 0.2196, 0.2565, 0.1976, 0.2004, 0.2155, 0.1885, 0.228, 0.1907, 0.1876, 0.2111, 0.1867, 0.2099, 0.1165, 0.1315, 0.1442, 0.1457, 0.1575, 0.09, 0.1122, 0.1757, 0.1905, 0.2079, 0.2079, 0.2153, 0.1957, 0.1641, 0.1809, 0.2498, 0.2458, 0.2309, 0.2236, 0.2706, 0.275, 0.2041, 0.2048, 0.2048, 0.0994, 0.1427, 0.1703, 0.1828, 0.2009, 0.1918, 0.1918, 0.199, 0.1826, 0.178, 0.161, 0.161, 0.2485, 0.2842, 0.2877, 0.2877, 0.2085, 0.2569, 0.2915, 0.335, 0.31, 0.3572, 0.3932, 0.3932, 0.4116, 0.4281, 0.4078, 0.3951, 0.4027, 0.4435, 0.4543, 0.4573, 0.4208, 0.4633, 0.5052, 0.393, 0.4281, 0.5304, 0.5968, 0.5794, 0.6653, 0.6172, 0.6644, 0.6644, 0.6641, 0.6414, 0.7086, 0.819, 0.7585, 0.8269, 0.8045, 0.7891, 0.7781, 0.7892, 0.7306, 0.7794, 0.6772, 0.592, 0.7081, 0.7221, 0.7516, 0.7098, 0.6994, 0.76, 0.7729, 0.7711, 0.798, 0.6887, 0.7528]}
{"unit_id": "orig:1993367493126017313", "ticker_idx": 0, "ts": "2025-11-25T17:13:39+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The message is that the company is positioned across all three emerging needs: faster interconnection, diesel displacement, and power-quality control. All three are accelerating at the same time.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC as all three AI data-center demand drivers (grid interconnection, diesel displacement, power quality) accelerate simultaneously.", "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 SAYS BATTERIES NOW REPLACING DIESEL GENERATORS AT DATA CENTERS\n\n$FLNC CEO laid out the three big demand drivers they are seeing from hyperscale and AI data center customers. First, operators want to connect to the grid faster and need assurances they will not disrupt grid stability. Fluence can deliver that today with no tech changes required. This is the core of the product and it is already proven.\n\nSecond, the company is beginning to participate in the backup-power segment. Historically they were not competitive here, but cost declines and density improvements now allow Fluence’s systems to provide reliable backup and materially reduce the need for diesel generators. That opens an entirely new part of the data center wallet.\n\nThird, AI data centers require tight power-quality management because of highly variable loads. Fluence already highlighted this last quarter, and it is becoming a growing priority for customers as AI demand scales.\n\nThe message is that the company is positioned across all three emerging needs: faster interconnection, diesel displacement, and power-quality control. 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{"unit_id": "orig:1975624377262875076", "ticker_idx": 0, "ts": "2025-10-07T18:08:51+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now is your chance to get on board before we fly to $50", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish FLNC to $50; Barclays PT raise from $8 to $14 seen as launchpad.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC Price Target was just raised at Barclays from $8 to $14. Now is your chance to get on board before we fly to $50", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10339843189186237, "ret_signed_m1d": 0.10339843189186237, "alpha_spy_m1d": 0.09967712119143624, "alpha_c_m1d": 0.09967712119143624, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003721310700426139, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08170644401118032, "ret_signed_p1d": 0.08170644401118032, "alpha_spy_p1d": 0.07574338874160902, "alpha_c_p1d": 0.07574338874160902, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": 0.005963055269571305, "ret_p1w": 0.33405646165725833, "ret_signed_p1w": 0.33405646165725833, "alpha_spy_p1w": 0.3443535502956583, "alpha_c_p1w": 0.3443535502956583, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.010297088638399954, "ret_p1m": 0.4981922941184016, "ret_signed_p1m": 0.4981922941184016, "alpha_spy_p1m": 0.48554870391306126, "alpha_c_p1m": 0.48554870391306126, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": 0.012643590205340338, "ret_p3m": 0.6637744291986805, "ret_signed_p3m": 0.6637744291986805, "alpha_spy_p3m": 0.6397597841887832, "alpha_c_p3m": 0.6397597841887832, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.02401464500989725, "ret_p6m": -0.05856829142521969, "ret_signed_p6m": -0.05856829142521969, "alpha_spy_p6m": -0.04340050823964681, "alpha_c_p6m": -0.04340050823964681, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.01516778318557288, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4981922941184016, "alpha_spy_stated": 0.48554870391306126, "alpha_c_stated": 0.48554870391306126, "price_path": [-0.3803, -0.4093, -0.4259, -0.3984, -0.402, -0.4042, -0.3521, -0.3109, -0.2617, -0.3174, -0.3232, -0.3218, -0.3608, -0.389, -0.4071, -0.4129, -0.4375, -0.3868, -0.3818, -0.389, -0.3442, -0.3355, -0.3391, -0.4671, -0.4541, -0.453, -0.4252, -0.4172, -0.4346, -0.4591, -0.5054, -0.4548, -0.4599, -0.4519, -0.4736, -0.4396, -0.4649, -0.4649, -0.4989, -0.5119, -0.5119, -0.4541, -0.4787, -0.5098, -0.5112, -0.4982, -0.4939, -0.4657, -0.4577, -0.462, -0.4273, -0.3232, -0.2336, -0.2617, -0.1916, -0.1518, -0.1388, -0.1757, -0.2191, -0.0275, -0.0564, -0.0029, 0.1034, 0.0, 0.0817, 0.0774, -0.0535, 0.149, 0.3341, 0.5503, 0.4158, 0.325, 0.3341, 0.1757, 0.1005, 0.1591, 0.4114, 0.355, 0.3087, 0.4664, 0.4801, 0.5184, 0.5047, 0.3868, 0.4982, 0.4331, 0.5033, 0.5756, 0.4989, 0.389, 0.175, 0.295, 0.2458, 0.2307, 0.2155, 0.1215, 0.1135, 0.1424, 0.2126, 0.3731, 0.3731, 0.4201, 0.402, 0.4432, 0.4353, 0.6876, 0.7325, 0.6529, 0.731, 0.7216, 0.8648, 0.6045, 0.556, 0.5409, 0.3427, 0.3962, 0.4432, 0.4787, 0.4223, 0.4338, 0.4338, 0.4613, 0.444, 0.436, 0.4302, 0.4302, 0.6638, 0.6088, 0.5785, 0.4866, 0.5315, 0.6775, 0.6833, 0.7223, 0.6377, 0.8438, 0.9581, 0.9581, 0.8445, 0.9046, 0.9718, 0.9479, 0.961, 1.0564, 1.2408, 1.2827, 1.2249, 1.2336, 1.3304, 1.0962, 0.3702, 0.4056, 0.4027, 0.3731, 0.2668, 0.261, 0.3348, 0.3348, 0.2856, 0.2603, 0.1974, 0.1967, 0.162, 0.1923, 0.1808, 0.1714, 0.1236, 0.0933, 0.0788, 0.1424, 0.1396, 0.0687, 0.1352, 0.2205, 0.2372, 0.1873, 0.1844, 0.2133, 0.1931, 0.1562, 0.1591, 0.094, 0.1106, 0.1678, 0.1822, 0.0817, 0.0231, -0.06, -0.0051, -0.0586]}
{"unit_id": "orig:1972505796744274359", "ticker_idx": 0, "ts": "2025-09-29T03:36:43+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "is far and away best positioned to win and is set to 10x by 2030", "tweet_type": "prediction", "timeline": "years", "summary": "Long NBIS to 10x by 2030 on full-stack AI cloud superiority; IREN and CIFR dismissed as inferior rack-rental businesses lacking orchestration and software.", "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 - Demand for inference is set to grow 10x by 2030 as AI shifts from one-off training to continuous, real-time workloads. @nebiusai is far and away best positioned to win and is set to 10x by 2030. \n\n♦︎ Founder-led and AI native\n♦︎ Vertical stack control of hardware and network\n♦︎ Multi-year hyperscaler contracts\n♦︎ Capital in place to scale compute and footprint\n♦︎ Higher yield per GPU through full-stack optimization\n\nWhat sets Nebius apart is that it is not just renting racks or pivoting from mining. Competitors like $IREN and $CIFR are essentially power-to-GPU leasing businesses, selling megawatts and space while depending on others for orchestration and software. $NBIS captures more value per GPU by owning the full AI cloud stack and delivering integrated services to enterprises.\n\nThe $17.4B agreement with $MSFT validates Nebius as a trusted partner at hyperscale, and it is already working with customers like $NET and $SHOP who demand real-time inference at scale. These deals give both durability and credibility that peers lack.\n\nIf inference becomes the dominant runtime of AI, Nebius has the architecture, the partnerships, and the customer base to lead.\n\n#AI #Inference #Nebius #NBIS #AIInfrastructure", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022863402690541768, "ret_signed_m1d": -0.022863402690541768, "alpha_spy_m1d": -0.020060832381949334, "alpha_c_m1d": -0.019657958533170095, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.003205444157371673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01859912356794835, "ret_signed_p1d": 0.01859912356794835, "alpha_spy_p1d": 0.014832288812590022, "alpha_c_p1d": 0.020117457674702854, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.0015183341067545042, "ret_p1w": 0.13355108925491654, "ret_signed_p1w": 0.13355108925491654, "alpha_spy_p1w": 0.12160261114962623, "alpha_c_p1w": 0.15075896238320174, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.0172078731282852, "ret_p1m": 0.10533478934648022, "ret_signed_p1m": 0.10533478934648022, "alpha_spy_p1m": 0.07010700725485264, "alpha_c_p1m": 0.12195223889585038, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.016617449549370167, "ret_p3m": -0.17319909050862348, "ret_signed_p3m": -0.17319909050862348, "alpha_spy_p3m": -0.2165030857476663, "alpha_c_p3m": -0.1725436631898829, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": -0.0006554273187405757, "ret_p6m": 0.042551282793175105, "ret_signed_p6m": 0.042551282793175105, "alpha_spy_p6m": 0.05276827613892521, "alpha_c_p6m": 0.09910505595181263, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.05655377315863752, "ret_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": [-0.5466, -0.5441, -0.5441, -0.566, -0.5727, -0.5822, -0.5788, -0.5981, -0.5287, -0.5143, -0.5163, -0.5129, -0.521, -0.5249, -0.5372, -0.5293, -0.5268, -0.5339, -0.5214, -0.5427, -0.5347, -0.5062, -0.5282, -0.5085, -0.4995, -0.5002, -0.4075, -0.376, -0.3627, -0.3165, -0.3592, -0.3789, -0.3502, -0.3419, -0.3904, -0.3879, -0.3996, -0.3742, -0.3647, -0.3606, -0.364, -0.3464, -0.3801, -0.3801, -0.4037, -0.4044, -0.4111, -0.406, -0.4188, -0.1316, -0.1527, -0.1908, -0.1797, -0.1747, -0.1886, -0.1464, -0.1461, -0.099, -0.0328, -0.022, 0.0273, -0.0207, -0.0229, 0.0, 0.0186, 0.0489, 0.142, 0.1611, 0.1336, 0.0679, 0.1069, 0.2034, 0.1756, 0.229, 0.1627, 0.1416, 0.1163, 0.0292, -0.0111, -0.0539, -0.1052, -0.0368, 0.0639, 0.138, 0.1053, 0.135, 0.1267, 0.1869, 0.093, 0.0029, 0.0615, -0.0071, 0.0096, -0.0024, -0.0726, -0.1439, -0.1959, -0.2421, -0.2199, -0.1786, -0.1375, -0.2321, -0.2446, -0.1662, -0.1936, -0.1409, -0.1409, -0.1393, -0.0914, -0.1249, -0.1025, -0.0673, -0.1105, -0.0897, -0.1253, -0.1509, -0.1446, -0.2044, -0.2638, -0.2656, -0.3155, -0.2915, -0.1884, -0.1541, -0.1832, -0.1732, -0.1732, -0.2053, -0.2194, -0.2273, -0.2406, -0.2406, -0.1839, -0.1578, -0.0905, -0.1271, -0.1172, -0.1115, -0.0262, -0.0435, -0.0748, -0.0575, -0.0135, -0.0135, -0.0992, -0.103, -0.1213, -0.1426, -0.1702, -0.112, -0.0888, -0.1389, -0.2271, -0.2001, -0.1839, -0.2525, -0.3298, -0.2188, -0.1573, -0.1672, -0.1961, -0.1859, -0.1108, -0.1108, -0.1152, -0.0764, -0.0237, -0.1116, -0.0872, -0.0693, -0.0372, -0.0484, -0.1727, -0.1743, -0.2125, -0.1129, -0.1322, -0.1895, -0.1386, -0.1251, 0.0161, -0.0198, 0.0248, 0.1781, 0.0554, 0.0757, 0.1025, 0.0671, 0.0357, 0.0426]}
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{"unit_id": "reply:1984880272975020289", "ticker_idx": 0, "ts": "2025-11-02T07:08:29+00:00", "symbol": "GEV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why not just buy actual power companies $GEV $FLNC $EOSE $TE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers actual power companies GEV, FLNC, EOSE, TE as the better play on unlimited infrastructure demand.", "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": "reply_other", "lang": "en", "tweet_text": "@JackMenshaw Why not just buy actual power companies $GEV $FLNC $EOSE $TE", "reply_text": null, "parent_text": "Nothing here…\n\nJust the CEO of $MSFT basically saying buy any company that has power and can execute on building out infrastructure because there is unlimited demand $IREN $CIFR $BITF $CLSK\n\nWe still have max 2k people on X spaces… vs. billions in the world. No one knows.", "quoted_text": null, "parent_author": "JackMenshaw", "ret_m1d": 0.0066752235936378135, "ret_signed_m1d": 0.0066752235936378135, "alpha_spy_m1d": 0.008548447914321522, "alpha_c_m1d": 0.0024003961089753556, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274827484662458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05728933090911614, "ret_signed_p1d": -0.05728933090911614, "alpha_spy_p1d": -0.04543578354909705, "alpha_c_p1d": -0.04569619655201207, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593134357104073, "ret_p1w": -0.00251184835618945, "ret_signed_p1w": -0.00251184835618945, "alpha_spy_p1w": 0.00026862893596391046, "alpha_c_p1w": -0.0012166998397784567, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012951485164109933, "ret_p1m": 0.034958633980341824, "ret_signed_p1m": 0.034958633980341824, "alpha_spy_p1m": 0.03760735515801639, "alpha_c_p1m": 0.045580307261982145, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.01062167328164032, "ret_p3m": 0.2351068811095265, "ret_signed_p3m": 0.2351068811095265, "alpha_spy_p3m": 0.21644740546283847, "alpha_c_p3m": 0.15720477447948666, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790210663003982, "ret_p6m": 0.8759087789925866, "ret_signed_p6m": 0.8759087789925866, "alpha_spy_p6m": 0.8284912573746324, "alpha_c_p6m": 0.7616101280325198, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429865096006675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.034958633980341824, "alpha_spy_stated": 0.03760735515801639, "alpha_c_stated": 0.045580307261982145, "price_path": [0.1428, 0.1107, 0.1162, 0.1191, 0.1306, 0.0908, 0.0753, 0.0695, 0.0748, 0.0372, 0.0397, 0.0421, 0.044, 0.0358, 0.0764, 0.0703, 0.0897, 0.0541, 0.0541, -0.0031, -0.0077, 0.0298, 0.001, 0.0322, 0.0416, 0.1067, 0.0905, 0.0757, 0.0811, 0.0626, 0.0572, 0.0507, 0.0734, 0.1081, 0.0893, 0.0816, 0.0447, 0.0407, 0.036, 0.0574, 0.0424, 0.0425, 0.0232, 0.0373, 0.0423, 0.0756, 0.0907, 0.0397, 0.1148, 0.1082, 0.0592, 0.0352, 0.0318, 0.022, 0.007, -0.009, 0.0239, 0.0054, 0.0054, -0.0177, -0.0057, -0.0124, 0.0067, 0.0, -0.0573, -0.0371, -0.0535, -0.0105, -0.0025, -0.0089, -0.0101, -0.0397, -0.0051, -0.0073, -0.0453, 0.0243, -0.04, -0.0437, -0.0013, -0.015, 0.0146, 0.0146, 0.0318, -0.0075, 0.035, 0.0356, 0.0823, 0.0861, 0.0699, 0.0758, 0.2438, 0.2115, 0.1556, 0.1722, 0.1806, 0.0567, 0.1001, 0.1325, 0.1386, 0.138, 0.1481, 0.1481, 0.1414, 0.1414, 0.1348, 0.1244, 0.1244, 0.1691, 0.1722, 0.1816, 0.1403, 0.0819, 0.0717, 0.1015, 0.1227, 0.1091, 0.1057, 0.1734, 0.1734, 0.1791, 0.1499, 0.1392, 0.1325, 0.1466, 0.1926, 0.2251, 0.2351, 0.2506, 0.2998, 0.3433, 0.2847, 0.2698, 0.3418, 0.38, 0.3615, 0.4181, 0.4058, 0.381, 0.381, 0.4103, 0.4075, 0.4369, 0.4296, 0.4319, 0.5146, 0.5082, 0.509, 0.504, 0.5171, 0.4496, 0.4484, 0.4032, 0.3588, 0.4292, 0.4448, 0.4594, 0.4326, 0.386, 0.4245, 0.4541, 0.4789, 0.5115, 0.4661, 0.5205, 0.5666, 0.5912, 0.5041, 0.4697, 0.4081, 0.5038, 0.5414, 0.548, 0.548, 0.5459, 0.569, 0.6126, 0.6676, 0.7078, 0.7074, 0.7012, 0.6985, 0.6854, 0.7274, 0.7058, 0.7077, 0.9425, 0.9803, 0.9797, 0.9298, 0.8759]}
{"unit_id": "reply:1984880272975020289", "ticker_idx": 1, "ts": "2025-11-02T07:08:29+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why not just buy actual power companies $GEV $FLNC $EOSE $TE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers actual power companies GEV, FLNC, EOSE, TE as the better play on unlimited infrastructure 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": "@JackMenshaw Why not just buy actual power companies $GEV $FLNC $EOSE $TE", "reply_text": null, "parent_text": "Nothing here…\n\nJust the CEO of $MSFT basically saying buy any company that has power and can execute on building out infrastructure because there is unlimited demand $IREN $CIFR $BITF $CLSK\n\nWe still have max 2k people on X spaces… vs. billions in the world. No one knows.", "quoted_text": null, "parent_author": "JackMenshaw", "ret_m1d": 0.009130251750778307, "ret_signed_m1d": 0.009130251750778307, "alpha_spy_m1d": 0.011003476071462015, "alpha_c_m1d": 0.011003476071462015, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.0018732243206837085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07832768873609319, "ret_signed_p1d": -0.07832768873609319, "alpha_spy_p1d": -0.0664741413760741, "alpha_c_p1d": -0.0664741413760741, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.01185354736001909, "ret_p1w": 0.04709281473979998, "ret_signed_p1w": 0.04709281473979998, "alpha_spy_p1w": 0.04987329203195334, "alpha_c_p1w": 0.04987329203195334, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027804772921533605, "ret_p1m": -0.04084576661622874, "ret_signed_p1m": -0.04084576661622874, "alpha_spy_p1m": -0.03819704543855418, "alpha_c_p1m": -0.03819704543855418, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.0026487211776745623, "ret_p3m": 0.517059130467141, "ret_signed_p3m": 0.517059130467141, "alpha_spy_p3m": 0.498399654820453, "alpha_c_p3m": 0.498399654820453, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.018659475646688017, "ret_p6m": -0.4065352859964403, "ret_signed_p6m": -0.4065352859964403, "alpha_spy_p6m": -0.4539528076143945, "alpha_c_p6m": -0.4539528076143945, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.047417521617954206, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04084576661622874, "alpha_spy_stated": -0.03819704543855418, "alpha_c_stated": -0.03819704543855418, "price_path": [-0.5939, -0.5642, -0.5584, -0.5608, -0.6458, -0.6372, -0.6365, -0.618, -0.6127, -0.6242, -0.6406, -0.6713, -0.6377, -0.641, -0.6358, -0.6502, -0.6276, -0.6444, -0.6444, -0.667, -0.6756, -0.6756, -0.6372, -0.6535, -0.6742, -0.6752, -0.6665, -0.6636, -0.6449, -0.6396, -0.6425, -0.6194, -0.5502, -0.4906, -0.5094, -0.4628, -0.4363, -0.4277, -0.4522, -0.481, -0.3537, -0.3729, -0.3373, -0.2667, -0.3354, -0.2811, -0.284, -0.371, -0.2364, -0.1134, 0.0303, -0.0591, -0.1194, -0.1134, -0.2186, -0.2686, -0.2297, -0.062, -0.0995, -0.1302, -0.0255, -0.0163, 0.0091, 0.0, -0.0783, -0.0043, -0.0476, -0.001, 0.0471, -0.0038, -0.0769, -0.2191, -0.1394, -0.172, -0.1821, -0.1922, -0.2547, -0.26, -0.2407, -0.1941, -0.0875, -0.0875, -0.0562, -0.0682, -0.0408, -0.0461, 0.1216, 0.1514, 0.0985, 0.1504, 0.1442, 0.2393, 0.0663, 0.0341, 0.024, -0.1076, -0.0721, -0.0408, -0.0173, -0.0548, -0.0471, -0.0471, -0.0288, -0.0404, -0.0457, -0.0495, -0.0495, 0.1057, 0.0692, 0.049, -0.012, 0.0178, 0.1148, 0.1187, 0.1446, 0.0884, 0.2254, 0.3013, 0.3013, 0.2259, 0.2657, 0.3104, 0.2946, 0.3032, 0.3667, 0.4892, 0.5171, 0.4786, 0.4844, 0.5488, 0.3931, -0.0894, -0.0658, -0.0678, -0.0875, -0.1581, -0.1619, -0.1129, -0.1129, -0.1456, -0.1624, -0.2042, -0.2047, -0.2278, -0.2076, -0.2153, -0.2215, -0.2532, -0.2734, -0.283, -0.2407, -0.2427, -0.2898, -0.2456, -0.1889, -0.1778, -0.211, -0.2129, -0.1937, -0.2071, -0.2316, -0.2297, -0.2729, -0.2619, -0.2239, -0.2143, -0.2811, -0.32, -0.3753, -0.3388, -0.3743, -0.3609, -0.3609, -0.3657, -0.3633, -0.3695, -0.3484, -0.3378, -0.3441, -0.2888, -0.2691, -0.2802, -0.3496, -0.3931, -0.3864, -0.3513, -0.3503, -0.357, -0.358, -0.4065]}
{"unit_id": "reply:1984880272975020289", "ticker_idx": 2, "ts": "2025-11-02T07:08:29+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why not just buy actual power companies $GEV $FLNC $EOSE $TE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers actual power companies GEV, FLNC, EOSE, TE as the better play on unlimited infrastructure demand.", "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": "@JackMenshaw Why not just buy actual power companies $GEV $FLNC $EOSE $TE", "reply_text": null, "parent_text": "Nothing here…\n\nJust the CEO of $MSFT basically saying buy any company that has power and can execute on building out infrastructure because there is unlimited demand $IREN $CIFR $BITF $CLSK\n\nWe still have max 2k people on X spaces… vs. billions in the world. No one knows.", "quoted_text": null, "parent_author": "JackMenshaw", "ret_m1d": 0.026248450966089854, "ret_signed_m1d": 0.026248450966089854, "alpha_spy_m1d": 0.028121675286773562, "alpha_c_m1d": 0.021973623481427396, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274827484662458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0973111085291759, "ret_signed_p1d": -0.0973111085291759, "alpha_spy_p1d": -0.08545756116915681, "alpha_c_p1d": -0.08571797417207183, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593134357104073, "ret_p1w": 0.22855318019554227, "ret_signed_p1w": 0.22855318019554227, "alpha_spy_p1w": 0.23133365748769563, "alpha_c_p1w": 0.22984832871195326, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012951485164109933, "ret_p1m": -0.18181819291903534, "ret_signed_p1m": -0.18181819291903534, "alpha_spy_p1m": -0.17916947174136078, "alpha_c_p1m": -0.17119651963739502, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.01062167328164032, "ret_p3m": 0.03137008504369421, "ret_signed_p3m": 0.03137008504369421, "alpha_spy_p3m": 0.01271060939700619, "alpha_c_p3m": -0.04653202158634562, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790210663003982, "ret_p6m": -0.564020487024748, "ret_signed_p6m": -0.564020487024748, "alpha_spy_p6m": -0.6114380086427023, "alpha_c_p6m": -0.6783191379848148, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429865096006675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18181819291903534, "alpha_spy_stated": -0.17916947174136078, "alpha_c_stated": -0.17119651963739502, "price_path": [-0.5864, -0.58, -0.5922, -0.5935, -0.6088, -0.5941, -0.5948, -0.6248, -0.5948, -0.6127, -0.6165, -0.6146, -0.5954, -0.5986, -0.557, -0.5442, -0.5435, -0.5583, -0.5583, -0.5192, -0.5122, -0.5301, -0.5384, -0.5602, -0.5531, -0.5602, -0.5378, -0.475, -0.4699, -0.4693, -0.4558, -0.4238, -0.3752, -0.3444, -0.3496, -0.3182, -0.3284, -0.3521, -0.2849, -0.2708, -0.2081, -0.2087, -0.1933, -0.1127, -0.1255, -0.0512, -0.0627, -0.1152, 0.0915, 0.0871, 0.1703, -0.0109, -0.0371, -0.0391, 0.0435, -0.0359, -0.0807, 0.0282, -0.0154, -0.0391, -0.08, -0.0832, 0.0262, 0.0, -0.0973, -0.0487, -0.0211, 0.169, 0.2286, 0.1857, 0.1056, -0.0266, -0.1165, -0.1677, -0.137, -0.1818, -0.1754, -0.2087, -0.1601, -0.1421, -0.0903, -0.0903, -0.0365, -0.129, -0.1818, -0.1325, -0.0019, -0.0403, -0.0122, -0.0429, -0.0531, 0.0525, -0.0499, -0.1274, -0.1485, -0.2145, -0.2119, -0.1633, -0.1748, -0.2343, -0.2305, -0.2305, -0.2414, -0.2734, -0.2734, -0.2663, -0.2663, -0.1697, -0.1383, -0.0941, -0.105, -0.1024, -0.0218, 0.0327, 0.0768, 0.1076, 0.0807, 0.1172, 0.1172, 0.1088, 0.1223, 0.1665, 0.0954, 0.0365, -0.0391, 0.0679, 0.0314, -0.0627, -0.096, -0.0778, -0.2061, -0.2778, -0.2119, -0.1524, -0.2177, -0.2586, -0.3092, -0.2894, -0.2894, -0.267, -0.2599, -0.267, -0.315, -0.3355, -0.265, -0.2875, -0.5685, -0.6354, -0.6223, -0.612, -0.5679, -0.5698, -0.6076, -0.605, -0.5896, -0.5871, -0.6082, -0.6344, -0.644, -0.6389, -0.662, -0.6466, -0.6677, -0.6581, -0.6741, -0.6735, -0.6914, -0.6889, -0.7186, -0.6825, -0.6805, -0.6818, -0.6818, -0.6901, -0.7132, -0.7061, -0.6191, -0.6402, -0.6056, -0.5954, -0.5467, -0.5448, -0.5416, -0.5416, -0.5499, -0.5301, -0.5563, -0.509, -0.5416, -0.564]}
{"unit_id": "reply:1984880272975020289", "ticker_idx": 3, "ts": "2025-11-02T07:08:29+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why not just buy actual power companies $GEV $FLNC $EOSE $TE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers actual power companies GEV, FLNC, EOSE, TE as the better play on unlimited infrastructure demand.", "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": "@JackMenshaw Why not just buy actual power companies $GEV $FLNC $EOSE $TE", "reply_text": null, "parent_text": "Nothing here…\n\nJust the CEO of $MSFT basically saying buy any company that has power and can execute on building out infrastructure because there is unlimited demand $IREN $CIFR $BITF $CLSK\n\nWe still have max 2k people on X spaces… vs. billions in the world. No one knows.", "quoted_text": null, "parent_author": "JackMenshaw", "ret_m1d": 0.08771928234615034, "ret_signed_m1d": 0.08771928234615034, "alpha_spy_m1d": 0.08959250666683405, "alpha_c_m1d": 0.08344445486148788, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274827484662458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0760233873284013, "ret_signed_p1d": 0.0760233873284013, "alpha_spy_p1d": 0.0878769346884204, "alpha_c_p1d": 0.08761652168550538, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593134357104073, "ret_p1w": 0.3157894443313545, "ret_signed_p1w": 0.3157894443313545, "alpha_spy_p1w": 0.31856992162350783, "alpha_c_p1w": 0.31708459284776547, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012951485164109933, "ret_p1m": 0.385964814437848, "ret_signed_p1m": 0.385964814437848, "alpha_spy_p1m": 0.3886135356155226, "alpha_c_p1m": 0.39658648771948835, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.01062167328164032, "ret_p3m": 1.596491203609462, "ret_signed_p3m": 1.596491203609462, "alpha_spy_p3m": 1.577831727962774, "alpha_c_p3m": 1.5185890969794222, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790210663003982, "ret_p6m": 0.4327485339349104, "ret_signed_p6m": 0.4327485339349104, "alpha_spy_p6m": 0.3853310123169562, "alpha_c_p6m": 0.31844988297484367, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429865096006675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.385964814437848, "alpha_spy_stated": 0.3886135356155226, "alpha_c_stated": 0.39658648771948835, "price_path": [-0.6345, -0.6287, -0.6257, -0.6374, -0.6345, -0.6082, -0.6316, -0.5673, -0.5468, -0.5731, -0.6111, -0.5673, -0.5351, -0.5263, -0.5292, -0.538, -0.5205, -0.5175, -0.5175, -0.4474, -0.4649, -0.4591, -0.4211, -0.4211, -0.4327, -0.4532, -0.4503, -0.4561, -0.4795, -0.4883, -0.4825, -0.4561, -0.4298, -0.4064, -0.462, -0.3567, -0.3363, -0.3567, -0.3187, -0.3626, -0.3012, -0.3099, -0.2602, -0.1813, -0.1637, -0.1433, 0.1199, 0.0643, 0.0234, 0.1725, 0.5322, 0.3713, 0.2632, 0.3918, 0.3099, 0.2018, 0.0848, 0.0146, 0.1199, 0.0819, 0.0526, 0.0643, 0.0877, 0.0, 0.076, 0.1959, 0.076, 0.114, 0.3158, 0.2895, 0.1257, 0.0205, -0.0175, -0.0702, -0.1053, -0.155, -0.2047, -0.2047, -0.0819, -0.038, 0.1228, 0.1228, 0.2047, 0.307, 0.386, 0.3216, 0.4942, 0.7047, 0.7602, 0.9678, 0.7982, 0.7164, 0.5643, 0.4795, 0.5906, 0.5848, 0.7602, 0.8801, 1.1345, 1.0789, 1.0614, 1.0614, 0.9883, 0.8772, 0.9006, 0.9532, 0.9532, 1.2924, 1.3977, 1.2368, 1.1287, 0.9912, 1.0292, 1.1082, 1.2982, 1.2982, 1.1667, 1.3889, 1.3889, 1.4211, 1.2865, 1.4474, 1.4854, 1.3801, 1.6667, 1.7749, 1.5965, 1.4357, 1.5322, 1.6579, 1.2602, 1.1257, 1.4181, 1.2339, 1.1959, 1.0029, 0.8158, 0.7895, 0.7895, 0.883, 0.8889, 0.845, 0.8158, 0.8392, 1.0731, 1.1111, 1.1316, 0.8012, 1.0, 0.9035, 1.076, 0.9912, 0.9649, 1.0936, 1.3333, 1.3801, 1.2632, 1.2281, 1.2573, 1.2778, 1.1433, 1.2544, 0.9298, 1.0, 0.9327, 0.9532, 0.8363, 0.6842, 0.6433, 0.2836, 0.3099, 0.2251, 0.2251, 0.1842, 0.1491, 0.2193, 0.2222, 0.3713, 0.4942, 0.4211, 0.5614, 0.4591, 0.4708, 0.4561, 0.4883, 0.576, 0.576, 0.5468, 0.5526, 0.4327]}
{"unit_id": "quote:1990915927622496629", "ticker_idx": 0, "ts": "2025-11-18T22:52:01+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS is currently trading at a steep discount to consensus price targets and we could be in store for a sharp swing back towards all-time highs. Institutions paid more before any of this was on the table. You can now buy it cheaper today with all of these catalysts already in motion.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS: trading below $92.5 offering price and consensus PT, with multiple catalysts (Alabama land, UK/Israel DCs, AETHER 3.0, $3B Meta deal) already in motion; sharp rebound to ATH expected.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS is currently trading at a steep discount to consensus price targets and we could be in store for a sharp swing back towards all-time highs.\n\nAlso a friendly reminder that $NBIS is trading below the $92.5 equity offering price from a few months ago.\n\nSince that raise, Nebius has:\n\n- Bought land in Alabama for expansion\n- Opened a UK data center\n- Opened an Israel data center\n- Launched AETHER AI Cloud 3.0\n- Announced a $3B deal with Meta\n\nInstitutions paid more before any of this was on the table. You can now buy it cheaper today with all of these catalysts already in motion.", "reply_text": null, "parent_text": null, "quoted_text": "Nebius Group $NBIS had a strong day today. A reversal may have begun. There was a 40% drop in recent weeks that wasn’t driven by fundamentals. Nebius climbed back to $90 today, and the average analyst price target is $156. I’m heavily invested in $NBIS and believe in the company. https://t.co/RQzszGlpLx", "parent_author": null, "ret_m1d": -0.04764908797557821, "ret_signed_m1d": -0.04764908797557821, "alpha_spy_m1d": -0.043800778033386445, "alpha_c_m1d": -0.053225043914074455, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": 0.0055759559384962465, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10970863930426211, "ret_signed_p1d": -0.10970863930426211, "alpha_spy_p1d": -0.09446641198761407, "alpha_c_p1d": -0.09873632895835538, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.010972310345906733, "ret_p1w": -0.003997025924453168, "ret_signed_p1w": -0.003997025924453168, "alpha_spy_p1w": -0.02972783889153774, "alpha_c_p1w": -0.03340604964819527, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.0294090237237421, "ret_p1m": -0.17860527412895333, "ret_signed_p1m": -0.17860527412895333, "alpha_spy_p1m": -0.19949161506194646, "alpha_c_p1m": -0.22609146198190777, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.04748618785295444, "ret_p3m": 0.030924607666390047, "ret_signed_p3m": 0.030924607666390047, "alpha_spy_p3m": -0.0009702252558847491, "alpha_c_p3m": -0.0028997472982421613, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.03382435496463221, "ret_p6m": 1.326180652218138, "ret_signed_p6m": 1.326180652218138, "alpha_spy_p6m": 1.190659978743466, "alpha_c_p6m": 1.2661568373597603, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": 0.06002381485837782, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17860527412895333, "alpha_spy_stated": -0.19949161506194646, "alpha_c_stated": -0.22609146198190777, "price_path": [-0.2744, -0.2635, -0.2587, -0.2626, -0.2422, -0.2814, -0.2814, -0.3087, -0.3095, -0.3172, -0.3113, -0.3262, 0.0068, -0.0177, -0.0618, -0.049, -0.0432, -0.0593, -0.0104, -0.01, 0.0446, 0.1213, 0.1339, 0.191, 0.1354, 0.1328, 0.1594, 0.1809, 0.2161, 0.324, 0.3462, 0.3142, 0.238, 0.2833, 0.3952, 0.363, 0.4248, 0.348, 0.3236, 0.2942, 0.1932, 0.1465, 0.0969, 0.0373, 0.1167, 0.2334, 0.3193, 0.2815, 0.3159, 0.3062, 0.376, 0.2672, 0.1627, 0.2307, 0.1512, 0.1705, 0.1565, 0.0752, -0.0075, -0.0677, -0.1213, -0.0956, -0.0476, 0.0, -0.1097, -0.1242, -0.0333, -0.0651, -0.004, -0.004, -0.0021, 0.0534, 0.0145, 0.0405, 0.0813, 0.0312, 0.0553, 0.0141, -0.0156, -0.0083, -0.0776, -0.1465, -0.1485, -0.2064, -0.1786, -0.059, -0.0194, -0.053, -0.0414, -0.0414, -0.0787, -0.095, -0.1041, -0.1195, -0.1195, -0.0539, -0.0236, 0.0544, 0.012, 0.0235, 0.0301, 0.129, 0.109, 0.0727, 0.0927, 0.1437, 0.1437, 0.0444, 0.04, 0.0187, -0.006, -0.038, 0.0295, 0.0564, -0.0017, -0.1039, -0.0727, -0.0539, -0.1334, -0.223, -0.0944, -0.023, -0.0345, -0.0679, -0.0562, 0.0309, 0.0309, 0.0258, 0.0708, 0.1319, 0.03, 0.0583, 0.079, 0.1162, 0.1032, -0.0408, -0.0427, -0.087, 0.0285, 0.0061, -0.0604, -0.0014, 0.0143, 0.178, 0.1364, 0.1881, 0.3658, 0.2236, 0.2471, 0.2782, 0.2372, 0.2007, 0.2087, 0.2106, 0.1147, 0.0605, -0.0296, 0.0914, 0.0724, 0.1446, 0.1446, 0.1838, 0.2349, 0.3148, 0.434, 0.5249, 0.6257, 0.7034, 0.7542, 0.7391, 0.6529, 0.6741, 0.6467, 0.6424, 0.6523, 0.5479, 0.5248, 0.4254, 0.4851, 0.454, 0.625, 0.8557, 0.8504, 1.0521, 0.9435, 0.8623, 0.9575, 0.884, 1.1802, 1.3262]}
{"unit_id": "orig:1983538448108548502", "ticker_idx": 0, "ts": "2025-10-29T14:16:33+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "good luck jumping in when it hits $40 real soon", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish FLNC; expects price to double to $40 very soon from current $20.", "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": "If you don’t like $FLNC here at $20 good luck jumping in when it hits $40 real soon", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1074950804420497, "ret_signed_m1d": -0.1074950804420497, "alpha_spy_m1d": -0.107014940448519, "alpha_c_m1d": -0.107014940448519, "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": 0.009368768258183557, "ret_signed_p1d": 0.009368768258183557, "alpha_spy_p1d": 0.020366955400691666, "alpha_c_p1d": 0.020366955400691666, "bench_spy_p1d": -0.010998187142508109, "bench_c_p1d": -0.010998187142508109, "ret_p1w": 0.02169618401436879, "ret_signed_p1w": 0.02169618401436879, "alpha_spy_p1w": 0.03596752390039393, "alpha_c_p1w": 0.03596752390039393, "bench_spy_p1w": -0.014271339886025136, "bench_c_p1w": -0.014271339886025136, "ret_p1m": -0.06360951044626029, "ret_signed_p1m": -0.06360951044626029, "alpha_spy_p1m": -0.052393142963600314, "alpha_c_p1m": -0.052393142963600314, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.011216367482659972, "ret_p3m": 0.33727810261328384, "ret_signed_p3m": 0.33727810261328384, "alpha_spy_p3m": 0.326531758432141, "alpha_c_p3m": 0.326531758432141, "bench_spy_p3m": 0.010746344181142842, "bench_c_p3m": 0.010746344181142842, "ret_p6m": -0.33333333333333337, "ret_signed_p6m": -0.33333333333333337, "alpha_spy_p6m": -0.369839371700306, "alpha_c_p6m": -0.369839371700306, "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": -0.06360951044626029, "alpha_spy_stated": -0.052393142963600314, "alpha_c_stated": -0.052393142963600314, "price_path": [-0.6164, -0.5819, -0.5784, -0.5833, -0.5528, -0.5468, -0.5493, -0.6366, -0.6277, -0.627, -0.608, -0.6026, -0.6144, -0.6312, -0.6627, -0.6282, -0.6317, -0.6262, -0.641, -0.6179, -0.6351, -0.6351, -0.6583, -0.6672, -0.6672, -0.6277, -0.6445, -0.6657, -0.6667, -0.6578, -0.6548, -0.6356, -0.6302, -0.6331, -0.6095, -0.5385, -0.4773, -0.4965, -0.4487, -0.4216, -0.4127, -0.4379, -0.4675, -0.3368, -0.3565, -0.32, -0.2475, -0.318, -0.2623, -0.2653, -0.3545, -0.2165, -0.0902, 0.0572, -0.0345, -0.0964, -0.0902, -0.1982, -0.2495, -0.2096, -0.0375, -0.0759, -0.1075, 0.0, 0.0094, 0.0355, 0.0261, -0.0542, 0.0217, -0.0227, 0.0251, 0.0745, 0.0222, -0.0528, -0.1987, -0.1169, -0.1504, -0.1607, -0.1711, -0.2352, -0.2406, -0.2209, -0.1731, -0.0636, -0.0636, -0.0316, -0.0439, -0.0158, -0.0212, 0.1509, 0.1815, 0.1272, 0.1805, 0.1741, 0.2717, 0.0942, 0.0611, 0.0508, -0.0843, -0.0478, -0.0158, 0.0084, -0.0301, -0.0222, -0.0222, -0.0035, -0.0153, -0.0207, -0.0247, -0.0247, 0.1346, 0.0971, 0.0764, 0.0138, 0.0444, 0.144, 0.1479, 0.1746, 0.1169, 0.2574, 0.3353, 0.3353, 0.2579, 0.2988, 0.3447, 0.3284, 0.3373, 0.4024, 0.5281, 0.5567, 0.5173, 0.5232, 0.5893, 0.4295, -0.0656, -0.0414, -0.0434, -0.0636, -0.1361, -0.14, -0.0897, -0.0897, -0.1233, -0.1405, -0.1834, -0.1839, -0.2076, -0.1869, -0.1948, -0.2012, -0.2337, -0.2544, -0.2643, -0.2209, -0.2229, -0.2712, -0.2258, -0.1677, -0.1563, -0.1903, -0.1923, -0.1726, -0.1864, -0.2115, -0.2096, -0.2539, -0.2426, -0.2036, -0.1938, -0.2623, -0.3023, -0.359, -0.3215, -0.358, -0.3442, -0.3442, -0.3491, -0.3466, -0.3531, -0.3314, -0.3205, -0.3269, -0.2702, -0.25, -0.2613, -0.3326, -0.3772, -0.3703, -0.3343, -0.3333]}
{"unit_id": "orig:1963746081818443882", "ticker_idx": 0, "ts": "2025-09-04T23:28:45+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "all of this combined is trading at under $15B market cap $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS on implied undervaluation; market cap under $15B seen as too cheap given the combined assets.", "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": "Just a friendly reminder that all of this combined is trading at under $15B market cap $NBIS https://t.co/kEA26SJGWB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00855349852073417, "ret_signed_m1d": -0.00855349852073417, "alpha_spy_m1d": -0.011458104930547663, "alpha_c_m1d": -0.0032347386872388917, "bench_spy_m1d": 0.0029046064098134927, "bench_c_m1d": -0.005318759833495279, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021536637174576656, "ret_signed_p1d": -0.021536637174576656, "alpha_spy_p1d": -0.02399321491055506, "alpha_c_p1d": -0.022670078218600676, "bench_spy_p1d": 0.0024565777359784047, "bench_c_p1d": 0.0011334410440240195, "ret_p1w": 0.38093786431028276, "ret_signed_p1w": 0.38093786431028276, "alpha_spy_p1w": 0.3652250153170171, "alpha_c_p1w": 0.35774506185961985, "bench_spy_p1w": 0.015712848993265638, "bench_c_p1w": 0.023192802450662908, "ret_p1m": 0.9083549734515255, "ret_signed_p1m": 0.9083549734515255, "alpha_spy_p1m": 0.8678259697208455, "alpha_c_p1m": 0.8889432042286631, "bench_spy_p1m": 0.040529003730680024, "bench_c_p1m": 0.019411769222862363, "ret_p3m": 0.5109209763946747, "ret_signed_p3m": 0.5109209763946747, "alpha_spy_p3m": 0.4513664383666798, "alpha_c_p3m": 0.5035836851672133, "bench_spy_p3m": 0.05955453802799493, "bench_c_p3m": 0.007337291227461407, "ret_p6m": 0.39010234365859464, "ret_signed_p6m": 0.39010234365859464, "alpha_spy_p6m": 0.3235478224114141, "alpha_c_p6m": 0.35545240362784414, "bench_spy_p6m": 0.06655452124718053, "bench_c_p6m": 0.0346499400307505, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9083549734515255, "alpha_spy_stated": 0.8678259697208455, "alpha_c_stated": 0.8889432042286631, "price_path": [-0.198, -0.2276, -0.232, -0.2801, -0.2293, -0.2618, -0.262, -0.262, -0.2673, -0.2748, -0.2207, -0.2589, -0.1966, -0.2082, -0.1549, -0.2316, -0.2367, -0.2325, -0.2325, -0.2693, -0.2806, -0.2966, -0.2908, -0.3234, -0.2065, -0.1824, -0.1857, -0.1799, -0.1937, -0.2001, -0.2209, -0.2076, -0.2033, -0.2154, -0.1943, -0.2302, -0.2166, -0.1686, -0.2057, -0.1726, -0.1573, -0.1585, -0.0024, 0.0506, 0.0729, 0.1506, 0.0788, 0.0457, 0.0939, 0.108, 0.0263, 0.0305, 0.0108, 0.0536, 0.0695, 0.0765, 0.0707, 0.1004, 0.0435, 0.0435, 0.0038, 0.0027, -0.0086, 0.0, -0.0215, 0.462, 0.4265, 0.3623, 0.3809, 0.3893, 0.366, 0.437, 0.4376, 0.5169, 0.6282, 0.6466, 0.7295, 0.6487, 0.645, 0.6835, 0.7148, 0.7658, 0.9226, 0.9548, 0.9084, 0.7978, 0.8634, 1.026, 0.9792, 1.069, 0.9574, 0.9219, 0.8793, 0.7327, 0.6649, 0.5928, 0.5063, 0.6215, 0.791, 0.9158, 0.8609, 0.9108, 0.8967, 0.9982, 0.8401, 0.6884, 0.7871, 0.6716, 0.6997, 0.6794, 0.5613, 0.4413, 0.3537, 0.276, 0.3133, 0.3829, 0.4521, 0.2928, 0.2717, 0.4037, 0.3576, 0.4463, 0.4463, 0.4491, 0.5297, 0.4732, 0.5109, 0.5702, 0.4975, 0.5325, 0.4726, 0.4295, 0.44, 0.3394, 0.2393, 0.2364, 0.1524, 0.1928, 0.3664, 0.424, 0.3751, 0.3919, 0.3919, 0.3379, 0.3142, 0.3009, 0.2785, 0.2785, 0.3739, 0.4179, 0.5311, 0.4695, 0.4862, 0.4958, 0.6394, 0.6104, 0.5577, 0.5868, 0.6608, 0.6608, 0.5166, 0.5102, 0.4793, 0.4434, 0.397, 0.4949, 0.534, 0.4497, 0.3012, 0.3466, 0.3739, 0.2584, 0.1283, 0.3151, 0.4187, 0.402, 0.3534, 0.3706, 0.497, 0.497, 0.4895, 0.5549, 0.6437, 0.4956, 0.5367, 0.5668, 0.6209, 0.602, 0.3929, 0.3901]}
{"unit_id": "orig:1980810067084464152", "ticker_idx": 0, "ts": "2025-10-22T01:34:56+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This divergence will not last. Credit markets tend to lead equity markets, and credit has already made its judgment. The repricing of AI infrastructure has begun in the debt market, and it will eventually reach the equity market", "tweet_type": "analysis", "timeline": "weeks", "summary": "NBIS sell-off inconsistent with META data-center debt trading at 110; credit markets lead equity, AI infra repricing will reach equities; long both.", "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 $META\n\nBREAKING: PIMCO LANDS $2 BILLION IN PAPER PROFITS FROM META DATA CENTER DEBT IN DAYS.\n\nSo PIMCO underwrote Meta’s $27 billion data-center financing for its Hyperion campus and within days, institutional investors bid the debt up more than ten percent above par. The bonds are now trading around $110, signaling extraordinary demand for exposure to AI infrastructure. What this tells the market is that credit investors see these assets not as speculative technology bets but as yield-producing infrastructure tied to the physical backbone of artificial intelligence. The willingness to pay a premium so quickly is a powerful endorsement of the long-term value creation occurring in compute and power capacity.\n\nAt the same time, $NBIS, one of the only publicly traded pure-plays on AI compute infrastructure, has declined more than 20 percent over the past week. That sell-off is inconsistent with what is happening in credit markets. Both assets are essentially tied to the same economic foundation: demand for high-performance compute and the data-center capacity required to deliver it. If credit investors are assigning a premium to these assets, equity investors should not be assigning a discount. The two should trade in synchrony because they represent different layers of exposure to the same structural theme.\n\nThis divergence will not last. Credit markets tend to lead equity markets, and credit has already made its judgment. The repricing of AI infrastructure has begun in the debt market, and it will eventually reach the equity market as investors recognize that the cash flows behind compute are as real and durable as those behind any other core infrastructure asset.\n\nhttps://t.co/aszqJQopE4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05739196790796086, "ret_signed_m1d": 0.05739196790796086, "alpha_spy_m1d": 0.052165881859361996, "alpha_c_m1d": 0.048657863779752564, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.008734104128208298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07645508725955352, "ret_signed_p1d": 0.07645508725955352, "alpha_spy_p1d": 0.07052512455358917, "alpha_c_p1d": 0.07982753952125954, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": -0.003372452261706016, "ret_p1w": 0.2685053233630823, "ret_signed_p1w": 0.2685053233630823, "alpha_spy_p1w": 0.23917012555835182, "alpha_c_p1w": 0.2628843698747365, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.005620953488345792, "ret_p1m": -0.14175626614873638, "ret_signed_p1m": -0.14175626614873638, "alpha_spy_p1m": -0.11889022747864852, "alpha_c_p1m": -0.09272482594359055, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.049031440205145826, "ret_p3m": 0.10251470623389292, "ret_signed_p3m": 0.10251470623389292, "alpha_spy_p3m": 0.06372500178007146, "alpha_c_p3m": 0.10335479023030947, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": -0.0008400839964165518, "ret_p6m": 0.6765361157285201, "ret_signed_p6m": 0.6765361157285201, "alpha_spy_p6m": 0.6198496238477531, "alpha_c_p6m": 0.6423339322291173, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.03420218349940285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14175626614873638, "alpha_spy_stated": -0.11889022747864852, "alpha_c_stated": -0.09272482594359055, "price_path": [-0.4791, -0.4651, -0.4889, -0.4799, -0.4481, -0.4727, -0.4507, -0.4406, -0.4414, -0.3378, -0.3026, -0.2878, -0.2362, -0.2838, -0.3058, -0.2738, -0.2644, -0.3187, -0.3159, -0.3289, -0.3005, -0.29, -0.2853, -0.2892, -0.2695, -0.3072, -0.3072, -0.3336, -0.3343, -0.3418, -0.3361, -0.3504, -0.0294, -0.053, -0.0956, -0.0832, -0.0777, -0.0932, -0.046, -0.0456, 0.007, 0.0809, 0.0931, 0.1481, 0.0945, 0.0921, 0.1176, 0.1384, 0.1723, 0.2763, 0.2977, 0.2669, 0.1935, 0.2371, 0.345, 0.3139, 0.3736, 0.2994, 0.2759, 0.2476, 0.1503, 0.1053, 0.0574, 0.0, 0.0765, 0.189, 0.2719, 0.2353, 0.2685, 0.2592, 0.3265, 0.2216, 0.1209, 0.1864, 0.1097, 0.1284, 0.1149, 0.0365, -0.0432, -0.1013, -0.1529, -0.1282, -0.0819, -0.036, -0.1418, -0.1557, -0.0681, -0.0988, -0.0398, -0.0398, -0.038, 0.0155, -0.022, 0.003, 0.0424, -0.0059, 0.0173, -0.0224, -0.051, -0.044, -0.1108, -0.1772, -0.1792, -0.2349, -0.2082, -0.0929, -0.0547, -0.0871, -0.0759, -0.0759, -0.1118, -0.1276, -0.1364, -0.1512, -0.1512, -0.0879, -0.0587, 0.0164, -0.0244, -0.0134, -0.007, 0.0883, 0.0691, 0.0341, 0.0534, 0.1025, 0.1025, 0.0068, 0.0025, -0.0179, -0.0418, -0.0726, -0.0076, 0.0184, -0.0376, -0.1362, -0.1061, -0.0879, -0.1646, -0.251, -0.127, -0.0582, -0.0693, -0.1015, -0.0901, -0.0062, -0.0062, -0.0112, 0.0322, 0.0912, -0.0071, 0.0202, 0.0402, 0.076, 0.0635, -0.0753, -0.0772, -0.1199, -0.0085, -0.0301, -0.0942, -0.0373, -0.0222, 0.1356, 0.0955, 0.1453, 0.3167, 0.1796, 0.2022, 0.2322, 0.1927, 0.1575, 0.1652, 0.167, 0.0745, 0.0223, -0.0645, 0.0521, 0.0338, 0.1034, 0.1034, 0.1411, 0.1904, 0.2675, 0.3824, 0.47, 0.5672, 0.6421, 0.691, 0.6765]}
{"unit_id": "orig:1980810067084464152", "ticker_idx": 1, "ts": "2025-10-22T01:34:56+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "willingness to pay a premium so quickly is a powerful endorsement of the long-term value creation occurring in compute and power capacity", "tweet_type": "analysis", "timeline": "weeks", "summary": "NBIS sell-off inconsistent with META data-center debt trading at 110; credit markets lead equity, AI infra repricing will reach equities; long both.", "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": "$NBIS $META\n\nBREAKING: PIMCO LANDS $2 BILLION IN PAPER PROFITS FROM META DATA CENTER DEBT IN DAYS.\n\nSo PIMCO underwrote Meta’s $27 billion data-center financing for its Hyperion campus and within days, institutional investors bid the debt up more than ten percent above par. The bonds are now trading around $110, signaling extraordinary demand for exposure to AI infrastructure. What this tells the market is that credit investors see these assets not as speculative technology bets but as yield-producing infrastructure tied to the physical backbone of artificial intelligence. The willingness to pay a premium so quickly is a powerful endorsement of the long-term value creation occurring in compute and power capacity.\n\nAt the same time, $NBIS, one of the only publicly traded pure-plays on AI compute infrastructure, has declined more than 20 percent over the past week. That sell-off is inconsistent with what is happening in credit markets. Both assets are essentially tied to the same economic foundation: demand for high-performance compute and the data-center capacity required to deliver it. If credit investors are assigning a premium to these assets, equity investors should not be assigning a discount. The two should trade in synchrony because they represent different layers of exposure to the same structural theme.\n\nThis divergence will not last. Credit markets tend to lead equity markets, and credit has already made its judgment. The repricing of AI infrastructure has begun in the debt market, and it will eventually reach the equity market as investors recognize that the cash flows behind compute are as real and durable as those behind any other core infrastructure asset.\n\nhttps://t.co/aszqJQopE4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00019082157406857814, "ret_signed_m1d": -0.00019082157406857814, "alpha_spy_m1d": -0.005416907622667444, "alpha_c_m1d": -0.008924925702276876, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.008734104128208298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0008045044237730004, "ret_signed_p1d": 0.0008045044237730004, "alpha_spy_p1d": -0.005125458282191353, "alpha_c_p1d": 0.004176956685479016, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": -0.003372452261706016, "ret_p1w": 0.024897417759405904, "ret_signed_p1w": 0.024897417759405904, "alpha_spy_p1w": -0.00443778004532458, "alpha_c_p1w": 0.019276464271060112, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.005620953488345792, "ret_p1m": -0.19669757692479062, "ret_signed_p1m": -0.19669757692479062, "alpha_spy_p1m": -0.17383153825470277, "alpha_c_p1m": -0.1476661367196448, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.049031440205145826, "ret_p3m": -0.15360319024969338, "ret_signed_p3m": -0.15360319024969338, "alpha_spy_p3m": -0.19239289470351484, "alpha_c_p3m": -0.15276310625327683, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": -0.0008400839964165518, "ret_p6m": -0.0755484055176221, "ret_signed_p6m": -0.0755484055176221, "alpha_spy_p6m": -0.13223489739838912, "alpha_c_p6m": -0.10975058901702495, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.03420218349940285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19669757692479062, "alpha_spy_stated": -0.17383153825470277, "alpha_c_stated": -0.1476661367196448, "price_path": [-0.0289, -0.0222, -0.0462, -0.0527, 0.0539, 0.0219, 0.0579, 0.0403, 0.0519, 0.038, 0.0482, 0.0436, 0.0764, 0.0629, 0.0657, 0.0699, 0.0456, 0.0239, 0.0188, 0.0071, 0.0285, 0.0264, 0.0275, 0.0184, 0.0234, 0.0065, 0.0065, 0.0016, 0.0043, 0.0201, 0.0253, 0.0251, 0.0433, 0.0246, 0.0232, 0.0295, 0.042, 0.0614, 0.057, 0.0631, 0.0606, 0.0433, 0.03, 0.0372, 0.0211, 0.0141, 0.0136, 0.0013, -0.0219, -0.0087, -0.0312, -0.0242, -0.0277, -0.0212, 0.0001, -0.0383, -0.0241, -0.0338, -0.0216, -0.0291, -0.0225, -0.0017, -0.0002, 0.0, 0.0008, 0.0067, 0.0237, 0.0246, 0.0249, -0.0913, -0.116, -0.1305, -0.1447, -0.1329, -0.1561, -0.1523, -0.1386, -0.145, -0.1696, -0.1684, -0.169, -0.1792, -0.1851, -0.1951, -0.1967, -0.1897, -0.1641, -0.1325, -0.1361, -0.1361, -0.1165, -0.1262, -0.1177, -0.1279, -0.098, -0.0818, -0.0908, -0.1042, -0.1136, -0.11, -0.1216, -0.1164, -0.1032, -0.1137, -0.0933, -0.101, -0.0973, -0.0926, -0.0891, -0.0891, -0.0949, -0.1011, -0.0912, -0.0992, -0.0992, -0.1124, -0.101, -0.0985, -0.1148, -0.1184, -0.1088, -0.124, -0.1388, -0.1601, -0.1529, -0.1536, -0.1536, -0.1756, -0.1636, -0.1162, -0.1011, -0.0825, -0.0817, -0.0874, 0.0075, -0.0223, -0.036, -0.0561, -0.0871, -0.0854, -0.0974, -0.0759, -0.0847, -0.0875, -0.1133, -0.127, -0.127, -0.1276, -0.1223, -0.1201, -0.1053, -0.1304, -0.1276, -0.108, -0.1034, -0.1155, -0.1081, -0.1061, -0.0888, -0.0986, -0.12, -0.1166, -0.1075, -0.1064, -0.1291, -0.1625, -0.143, -0.1496, -0.1591, -0.1714, -0.1892, -0.175, -0.1902, -0.1875, -0.2522, -0.282, -0.2674, -0.2186, -0.2089, -0.2154, -0.2154, -0.2174, -0.2146, -0.1636, -0.1418, -0.1398, -0.1334, -0.0952, -0.0828, -0.0755]}
{"unit_id": "orig:1975594749106008481", "ticker_idx": 0, "ts": "2025-10-07T16:11:07+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 full stack approach leads to excess margins. This Oracle news is making me much more bullish that their approach is the right one. They will win in the end.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS on full-stack margin advantage vs bare metal peers; bearish ORCL's bare-metal approach relative to 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": "original", "lang": "en", "tweet_text": "Bare Metal is a bubble. $NBIS full stack approach leads to excess margins. This Oracle news is making me much more bullish that their approach is the right one. \n\nTheir gross profit from the $MSFT deal is multiples more than what the information is reporting for $ORCL.\n\nThey will win in the end.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763492888399302, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877438838053804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.016799547268621873, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.02274684519888437, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005947297930262496, "alpha_spy_stated": -0.018590888135602834, "alpha_c_stated": 0.016799547268621873, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
{"unit_id": "orig:1975663470864409077", "ticker_idx": 0, "ts": "2025-10-07T20:44:12+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BUY $FLNC $EOSE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Explicit BUY on FLNC and EOSE; proposed clean-energy cuts don't touch grid-scale storage, making the 9% FLNC dip a buying opportunity.", "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've seen several people saying they cannot buy the 9% drop in $FLNC because of reports that the Trump administration may cut $12B in clean energy funding. That claim is misleading. The proposed cuts are focused on auto manufacturing and carbon capture, not on grid-scale battery storage, which is the core of $FLNC’s business.\n\nThis is a perfect example of why it pays to actually read past the headline. Headlines are written to attract clicks, not to explain context. When you look at the underlying details, it becomes clear that nothing about these proposed cuts affects $FLNC’s core business or its long-term positioning.\n\nEnergy storage is not a policy-dependent fad. It is a structural requirement for the modern grid and the coming AI infrastructure wave. While others react to the headline and sell, those who take the time to understand the story will recognize that this dip represents a significant opportunity.\n\nWhether $ORCL margins are 100 percent or zero, the growth in AI infrastructure will continue to depend on large-scale battery systems that enable continuous operation. $FLNC is one of the few companies positioned to deliver at that scale, and its role in this ecosystem is only becoming more important.\n\nBUY $FLNC $EOSE\n\nhttps://t.co/YsMEFWWxyZ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07553476681547433, "ret_signed_m1d": -0.07553476681547433, "alpha_spy_m1d": -0.06960705879644236, "alpha_c_m1d": -0.06960705879644236, "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": -0.004010723226183344, "ret_signed_p1d": -0.004010723226183344, "alpha_spy_p1d": -0.0011137485012501225, "alpha_c_p1d": -0.0011137485012501225, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.002896974724933221, "ret_p1w": 0.4331551122584951, "ret_signed_p1w": 0.4331551122584951, "alpha_spy_p1w": 0.4449511003608395, "alpha_c_p1w": 0.4449511003608395, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.01179598810234439, "ret_p1m": 0.32486628638265924, "ret_signed_p1m": 0.32486628638265924, "alpha_spy_p1m": 0.3290260590278341, "alpha_c_p1m": 0.3290260590278341, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.004159772645174864, "ret_p3m": 0.4872994614481303, "ret_signed_p3m": 0.4872994614481303, "alpha_spy_p3m": 0.46257515449900244, "alpha_c_p3m": 0.46257515449900244, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.02472430694912786, "ret_p6m": -0.11096255636224761, "ret_signed_p6m": -0.11096255636224761, "alpha_spy_p6m": -0.0908385202033658, "alpha_c_p6m": -0.0908385202033658, "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": 0.32486628638265924, "alpha_spy_stated": 0.3290260590278341, "alpha_c_stated": 0.3290260590278341, "price_path": [-0.4539, -0.4693, -0.4439, -0.4472, -0.4492, -0.4011, -0.363, -0.3175, -0.369, -0.3743, -0.373, -0.4091, -0.4352, -0.4519, -0.4572, -0.4799, -0.4332, -0.4285, -0.4352, -0.3937, -0.3857, -0.389, -0.5074, -0.4953, -0.4943, -0.4686, -0.4612, -0.4773, -0.5, -0.5428, -0.496, -0.5007, -0.4933, -0.5134, -0.482, -0.5053, -0.5053, -0.5368, -0.5488, -0.5488, -0.4953, -0.518, -0.5468, -0.5481, -0.5361, -0.5321, -0.506, -0.4987, -0.5027, -0.4706, -0.3743, -0.2914, -0.3175, -0.2527, -0.2159, -0.2039, -0.238, -0.2781, -0.1009, -0.1277, -0.0782, 0.0201, -0.0755, 0.0, -0.004, -0.125, 0.0622, 0.2333, 0.4332, 0.3088, 0.2249, 0.2333, 0.0869, 0.0174, 0.0715, 0.3048, 0.2527, 0.2099, 0.3556, 0.3683, 0.4037, 0.391, 0.2821, 0.385, 0.3249, 0.3897, 0.4566, 0.3857, 0.2841, 0.0862, 0.1972, 0.1517, 0.1377, 0.1237, 0.0368, 0.0294, 0.0561, 0.121, 0.2694, 0.2694, 0.3128, 0.2961, 0.3342, 0.3269, 0.5602, 0.6016, 0.5281, 0.6003, 0.5916, 0.7239, 0.4833, 0.4385, 0.4245, 0.2413, 0.2908, 0.3342, 0.367, 0.3148, 0.3255, 0.3255, 0.3509, 0.3349, 0.3275, 0.3222, 0.3222, 0.5381, 0.4873, 0.4592, 0.3743, 0.4158, 0.5508, 0.5561, 0.5922, 0.514, 0.7045, 0.8102, 0.8102, 0.7052, 0.7607, 0.8229, 0.8008, 0.8128, 0.9011, 1.0715, 1.1103, 1.0568, 1.0648, 1.1544, 0.9378, 0.2667, 0.2995, 0.2968, 0.2694, 0.1711, 0.1658, 0.234, 0.234, 0.1885, 0.1651, 0.107, 0.1063, 0.0742, 0.1023, 0.0916, 0.0829, 0.0388, 0.0107, -0.0027, 0.0561, 0.0535, -0.012, 0.0495, 0.1283, 0.1437, 0.0976, 0.0949, 0.1217, 0.1029, 0.0689, 0.0715, 0.0114, 0.0267, 0.0795, 0.0929, 0.0, -0.0541, -0.131, -0.0802, -0.1297, -0.111]}
{"unit_id": "orig:1975663470864409077", "ticker_idx": 1, "ts": "2025-10-07T20:44:12+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BUY $FLNC $EOSE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Explicit BUY on FLNC and EOSE; proposed clean-energy cuts don't touch grid-scale storage, making the 9% FLNC dip a buying opportunity.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I've seen several people saying they cannot buy the 9% drop in $FLNC because of reports that the Trump administration may cut $12B in clean energy funding. That claim is misleading. The proposed cuts are focused on auto manufacturing and carbon capture, not on grid-scale battery storage, which is the core of $FLNC’s business.\n\nThis is a perfect example of why it pays to actually read past the headline. Headlines are written to attract clicks, not to explain context. When you look at the underlying details, it becomes clear that nothing about these proposed cuts affects $FLNC’s core business or its long-term positioning.\n\nEnergy storage is not a policy-dependent fad. It is a structural requirement for the modern grid and the coming AI infrastructure wave. While others react to the headline and sell, those who take the time to understand the story will recognize that this dip represents a significant opportunity.\n\nWhether $ORCL margins are 100 percent or zero, the growth in AI infrastructure will continue to depend on large-scale battery systems that enable continuous operation. $FLNC is one of the few companies positioned to deliver at that scale, and its role in this ecosystem is only becoming more important.\n\nBUY $FLNC $EOSE\n\nhttps://t.co/YsMEFWWxyZ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07827259590411673, "ret_signed_m1d": -0.07827259590411673, "alpha_spy_m1d": -0.07234488788508475, "alpha_c_m1d": -0.06966032260842592, "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": -0.012145705479624791, "ret_signed_p1d": -0.012145705479624791, "alpha_spy_p1d": -0.00924873075469157, "alpha_c_p1d": 0.002636761365180651, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.014782466844805442, "ret_p1w": 0.23346835783199582, "ret_signed_p1w": 0.23346835783199582, "alpha_spy_p1w": 0.2452643459343402, "alpha_c_p1w": 0.2526854658045463, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.019217107972550496, "ret_p1m": 0.031713918806149044, "ret_signed_p1m": 0.031713918806149044, "alpha_spy_p1m": 0.03587369145132391, "alpha_c_p1m": 0.05099532848149768, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.019281409675348637, "ret_p3m": -0.09176785996508596, "ret_signed_p3m": -0.09176785996508596, "alpha_spy_p3m": -0.11649216691421382, "alpha_c_p3m": -0.12266631204503331, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.030898452079947347, "ret_p6m": -0.6646423824200625, "ret_signed_p6m": -0.6646423824200625, "alpha_spy_p6m": -0.6445183462611807, "alpha_c_p6m": -0.7237893639447983, "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": 0.031713918806149044, "alpha_spy_stated": 0.03587369145132391, "alpha_c_stated": 0.05099532848149768, "price_path": [-0.6876, -0.6377, -0.6511, -0.6579, -0.6424, -0.6039, -0.5951, -0.5931, -0.5789, -0.5709, -0.5702, -0.583, -0.5982, -0.6005, -0.6154, -0.6282, -0.581, -0.5607, -0.5641, -0.5574, -0.5702, -0.5715, -0.5877, -0.5722, -0.5729, -0.6046, -0.5729, -0.5918, -0.5958, -0.5938, -0.5735, -0.5769, -0.5331, -0.5196, -0.5189, -0.5344, -0.5344, -0.4933, -0.4858, -0.5047, -0.5135, -0.5364, -0.529, -0.5364, -0.5128, -0.4467, -0.4413, -0.4406, -0.4265, -0.3927, -0.3414, -0.309, -0.3144, -0.2814, -0.2922, -0.3171, -0.2463, -0.2314, -0.1653, -0.166, -0.1498, -0.0648, -0.0783, 0.0, -0.0121, -0.0675, 0.1505, 0.1457, 0.2335, 0.0425, 0.0148, 0.0128, 0.0999, 0.0162, -0.031, 0.0837, 0.0378, 0.0128, -0.0304, -0.0337, 0.0816, 0.054, -0.0486, 0.0027, 0.0317, 0.2321, 0.2949, 0.2497, 0.1653, 0.026, -0.0688, -0.1228, -0.0904, -0.1377, -0.1309, -0.166, -0.1147, -0.0958, -0.0412, -0.0412, 0.0155, -0.082, -0.1377, -0.0857, 0.052, 0.0115, 0.0412, 0.0088, -0.002, 0.1093, 0.0013, -0.0803, -0.1026, -0.1721, -0.1694, -0.1181, -0.1302, -0.193, -0.1889, -0.1889, -0.2004, -0.2341, -0.2341, -0.2267, -0.2267, -0.1248, -0.0918, -0.0452, -0.0567, -0.054, 0.031, 0.0884, 0.135, 0.1673, 0.139, 0.1775, 0.1775, 0.1687, 0.1829, 0.2294, 0.1545, 0.0924, 0.0128, 0.1255, 0.087, -0.0121, -0.0472, -0.028, -0.1633, -0.2389, -0.1694, -0.1066, -0.1754, -0.2186, -0.2719, -0.251, -0.251, -0.2274, -0.22, -0.2274, -0.278, -0.2996, -0.2254, -0.249, -0.5452, -0.6157, -0.6019, -0.5911, -0.5445, -0.5466, -0.5864, -0.5837, -0.5675, -0.5648, -0.587, -0.6147, -0.6248, -0.6194, -0.6437, -0.6275, -0.6498, -0.6397, -0.6565, -0.6559, -0.6748, -0.6721, -0.7034, -0.6653, -0.6633, -0.6646]}
{"unit_id": "quote:1980501234995093820", "ticker_idx": 0, "ts": "2025-10-21T05:07:45+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have initiated a new position in T1 Energy $TE. A bet on U.S. energy dominance and reshoring.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long position in T1 Energy as a bet on US energy dominance and reshoring.", "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": "My full deep dive on $TE is up on Substack.\n\nIf you enjoy thoughtful analysis on the intersection of AI and energy, consider subscribing.\n\nhttps://t.co/q89xhS1Czo", "reply_text": null, "parent_text": null, "quoted_text": "I have initiated a new position in T1 Energy $TE. A bet on U.S. energy dominance and reshoring. I will be doing a deep dive this weekend. https://t.co/QB11Hzhukl", "parent_author": null, "ret_m1d": 0.06250004656612851, "ret_signed_m1d": 0.06250004656612851, "alpha_spy_m1d": 0.06248510346405234, "alpha_c_m1d": 0.07128109137918137, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": -0.008781044813052863, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08258925981781629, "ret_signed_p1d": -0.08258925981781629, "alpha_spy_p1d": -0.07739034375193721, "alpha_c_p1d": -0.06961143230628086, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.012977827511535422, "ret_p1w": -0.17410713572967418, "ret_signed_p1w": -0.17410713572967418, "alpha_spy_p1w": -0.1975992506764157, "alpha_c_p1w": -0.17281570330801233, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": -0.0012914324216618533, "ret_p1m": -0.3549106936160552, "ret_signed_p1m": -0.3549106936160552, "alpha_spy_p1m": -0.34201021275069743, "alpha_c_p1m": -0.3256622089000759, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.029248484715979295, "ret_p3m": 0.8236607235514235, "ret_signed_p3m": 0.8236607235514235, "alpha_spy_p3m": 0.7902715995811569, "alpha_c_p3m": 0.7423615991813632, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": 0.08129912437006026, "ret_p6m": 0.19196431469932485, "ret_signed_p6m": 0.19196431469932485, "alpha_spy_p6m": 0.1433482613889372, "alpha_c_p6m": 0.07981998035596782, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.11214433434335702, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3549106936160552, "alpha_spy_stated": -0.34201021275069743, "alpha_c_stated": -0.3256622089000759, "price_path": [-0.6696, -0.683, -0.6875, -0.7009, -0.7121, -0.7344, -0.7411, -0.7232, -0.721, -0.721, -0.7165, -0.7143, -0.7232, -0.721, -0.7009, -0.7188, -0.6696, -0.654, -0.6741, -0.7031, -0.6696, -0.6451, -0.6384, -0.6406, -0.6473, -0.6339, -0.6317, -0.6317, -0.5781, -0.5915, -0.5871, -0.558, -0.558, -0.567, -0.5826, -0.5804, -0.5848, -0.6027, -0.6094, -0.6049, -0.5848, -0.5647, -0.5469, -0.5893, -0.5089, -0.4933, -0.5089, -0.4799, -0.5134, -0.4665, -0.4732, -0.4353, -0.375, -0.3616, -0.346, -0.1451, -0.1875, -0.2188, -0.1049, 0.1696, 0.0469, -0.0357, 0.0625, 0.0, -0.0826, -0.1719, -0.2254, -0.1451, -0.1741, -0.1964, -0.1875, -0.1696, -0.2366, -0.1786, -0.0871, -0.1786, -0.1496, 0.0045, -0.0156, -0.1406, -0.221, -0.25, -0.2902, -0.317, -0.3549, -0.3929, -0.3929, -0.2991, -0.2656, -0.1429, -0.1429, -0.0804, -0.0022, 0.058, 0.0089, 0.1406, 0.3013, 0.3437, 0.5022, 0.3728, 0.3103, 0.1942, 0.1295, 0.2143, 0.2098, 0.3437, 0.4353, 0.6295, 0.5871, 0.5737, 0.5737, 0.5179, 0.433, 0.4509, 0.4911, 0.4911, 0.75, 0.8304, 0.7076, 0.625, 0.5201, 0.5491, 0.6094, 0.7545, 0.7545, 0.654, 0.8237, 0.8237, 0.8482, 0.7455, 0.8683, 0.8973, 0.817, 1.0357, 1.1183, 0.9821, 0.8594, 0.933, 1.029, 0.7254, 0.6228, 0.846, 0.7054, 0.6763, 0.529, 0.3862, 0.3661, 0.3661, 0.4375, 0.442, 0.4085, 0.3862, 0.404, 0.5826, 0.6116, 0.6272, 0.375, 0.5268, 0.4531, 0.5848, 0.5201, 0.5, 0.5982, 0.7812, 0.817, 0.7277, 0.7009, 0.7232, 0.7388, 0.6362, 0.721, 0.4732, 0.5268, 0.4754, 0.4911, 0.4018, 0.2857, 0.2545, -0.0201, 0.0, -0.0647, -0.0647, -0.096, -0.1228, -0.0692, -0.067, 0.0469, 0.1406, 0.0848, 0.192]}
{"unit_id": "quote:1987570394157486204", "ticker_idx": 0, "ts": "2025-11-09T17:18:03+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $FLNC $EOSE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long FLNC and EOSE on BESS grid revolution, citing 16GW of battery storage in Texas alone.", "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": "16 GW of BESS in Texas alone so far!\nGrid revolution is happening right now\n\nLong $FLNC $EOSE", "reply_text": null, "parent_text": null, "quoted_text": "A new serious market has emerged for lithium ion batteries: energy storage #BESS \n\n2025 will see it become 20% of a huge 1,700GWh battery market. That’s bigger than the entire battery market in 2020/2021. \n\nAnd main drivers growth isn’t just about China, it’s in the US as well. https://t.co/61F8p3gDcH", "parent_author": null, "ret_m1d": -0.04589260936136119, "ret_signed_m1d": -0.04589260936136119, "alpha_spy_m1d": -0.030527994160839178, "alpha_c_m1d": -0.030527994160839178, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.015364615200522014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04864622894695103, "ret_signed_p1d": -0.04864622894695103, "alpha_spy_p1d": -0.05093540597480495, "alpha_c_p1d": -0.05093540597480495, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.002289177027853917, "ret_p1w": -0.2092703617117153, "ret_signed_p1w": -0.2092703617117153, "alpha_spy_p1w": -0.18612807158643285, "alpha_c_p1w": -0.18612807158643285, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.02314229012528246, "ret_p1m": 0.09866909262028556, "ret_signed_p1m": 0.09866909262028556, "alpha_spy_p1m": 0.0963212141142833, "alpha_c_p1m": 0.0963212141142833, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.0023478785060022656, "ret_p3m": -0.1303350175889224, "ret_signed_p3m": -0.1303350175889224, "alpha_spy_p3m": -0.12766753211189386, "alpha_c_p3m": -0.12766753211189386, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.0026674854770285528, "ret_p6m": -0.4176228064616312, "ret_signed_p6m": -0.4176228064616312, "alpha_spy_p6m": -0.48578894970678443, "alpha_c_p6m": -0.48578894970678443, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.06816614324515324, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09866909262028556, "alpha_spy_stated": 0.0963212141142833, "alpha_c_stated": 0.0963212141142833, "price_path": [-0.6535, -0.6528, -0.6352, -0.6301, -0.6411, -0.6567, -0.6861, -0.654, -0.6572, -0.6521, -0.6659, -0.6443, -0.6604, -0.6604, -0.682, -0.6902, -0.6902, -0.6535, -0.6691, -0.6888, -0.6898, -0.6815, -0.6788, -0.6609, -0.6558, -0.6586, -0.6365, -0.5704, -0.5135, -0.5314, -0.4869, -0.4617, -0.4534, -0.4768, -0.5044, -0.3827, -0.4011, -0.3671, -0.2997, -0.3653, -0.3134, -0.3162, -0.3993, -0.2708, -0.1533, -0.0161, -0.1014, -0.159, -0.1533, -0.2538, -0.3015, -0.2643, -0.1042, -0.14, -0.1693, -0.0693, -0.0606, -0.0363, -0.045, -0.1198, -0.0491, -0.0904, -0.0459, 0.0, -0.0486, -0.1184, -0.2542, -0.1781, -0.2093, -0.2189, -0.2285, -0.2882, -0.2933, -0.2749, -0.2304, -0.1285, -0.1285, -0.0987, -0.1101, -0.084, -0.089, 0.0711, 0.0996, 0.0491, 0.0987, 0.0927, 0.1836, 0.0184, -0.0124, -0.022, -0.1478, -0.1138, -0.084, -0.0615, -0.0973, -0.0899, -0.0899, -0.0725, -0.0835, -0.0886, -0.0922, -0.0922, 0.056, 0.0211, 0.0018, -0.0564, -0.028, 0.0647, 0.0684, 0.0932, 0.0395, 0.1703, 0.2428, 0.2428, 0.1707, 0.2088, 0.2515, 0.2363, 0.2446, 0.3052, 0.4222, 0.4488, 0.4121, 0.4176, 0.4791, 0.3304, -0.1303, -0.1078, -0.1097, -0.1285, -0.196, -0.1996, -0.1528, -0.1528, -0.184, -0.2001, -0.24, -0.2405, -0.2625, -0.2432, -0.2506, -0.2565, -0.2868, -0.3061, -0.3153, -0.2749, -0.2767, -0.3217, -0.2795, -0.2253, -0.2148, -0.2464, -0.2483, -0.2299, -0.2428, -0.2662, -0.2643, -0.3056, -0.2951, -0.2588, -0.2497, -0.3134, -0.3506, -0.4034, -0.3685, -0.4025, -0.3896, -0.3896, -0.3942, -0.3919, -0.3979, -0.3777, -0.3676, -0.3736, -0.3208, -0.302, -0.3125, -0.3788, -0.4204, -0.414, -0.3804, -0.3795, -0.386, -0.3869, -0.4332, -0.4571, -0.441, -0.4406, -0.4341, -0.4176]}
{"unit_id": "quote:1987570394157486204", "ticker_idx": 1, "ts": "2025-11-09T17:18:03+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $FLNC $EOSE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long FLNC and EOSE on BESS grid revolution, citing 16GW of battery storage in Texas alone.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "16 GW of BESS in Texas alone so far!\nGrid revolution is happening right now\n\nLong $FLNC $EOSE", "reply_text": null, "parent_text": null, "quoted_text": "A new serious market has emerged for lithium ion batteries: energy storage #BESS \n\n2025 will see it become 20% of a huge 1,700GWh battery market. That’s bigger than the entire battery market in 2020/2021. \n\nAnd main drivers growth isn’t just about China, it’s in the US as well. https://t.co/61F8p3gDcH", "parent_author": null, "ret_m1d": -0.04846275556507962, "ret_signed_m1d": -0.04846275556507962, "alpha_spy_m1d": -0.033098140364557604, "alpha_c_m1d": -0.04282077474799406, "bench_spy_m1d": -0.015364615200522014, "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": -0.03491402072161787, "ret_signed_p1d": -0.03491402072161787, "alpha_spy_p1d": -0.037203197749471784, "alpha_c_p1d": -0.035173346414924866, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.00025932569330699984, "ret_p1w": -0.3225638541839465, "ret_signed_p1w": -0.3225638541839465, "alpha_spy_p1w": -0.29942156405866405, "alpha_c_p1w": -0.29869870354446615, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.02386515063948036, "ret_p1m": -0.22094844225082244, "ret_signed_p1m": -0.22094844225082244, "alpha_spy_p1m": -0.2232963207568247, "alpha_c_p1m": -0.21485229210943102, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": -0.006096150141391421, "ret_p3m": -0.4121938812376834, "ret_signed_p3m": -0.4121938812376834, "alpha_spy_p3m": -0.40952639576065486, "alpha_c_p3m": -0.5078272677737091, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.09563338653602571, "ret_p6m": -0.6753517537419167, "ret_signed_p6m": -0.6753517537419167, "alpha_spy_p6m": -0.7435178969870699, "alpha_c_p6m": -0.8004270909501627, "bench_spy_p6m": 0.06816614324515324, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.22094844225082244, "alpha_spy_stated": -0.2232963207568247, "alpha_c_stated": -0.21485229210943102, "price_path": [-0.6696, -0.6701, -0.6946, -0.6701, -0.6847, -0.6879, -0.6863, -0.6707, -0.6733, -0.6394, -0.629, -0.6285, -0.6404, -0.6404, -0.6087, -0.6029, -0.6175, -0.6243, -0.642, -0.6363, -0.642, -0.6238, -0.5727, -0.5685, -0.568, -0.5571, -0.531, -0.4914, -0.4664, -0.4706, -0.445, -0.4534, -0.4726, -0.4179, -0.4065, -0.3554, -0.3559, -0.3434, -0.2777, -0.2882, -0.2277, -0.2371, -0.2798, -0.1115, -0.1152, -0.0474, -0.1949, -0.2163, -0.2178, -0.1506, -0.2152, -0.2517, -0.1631, -0.1985, -0.2178, -0.2512, -0.2538, -0.1647, -0.186, -0.2652, -0.2256, -0.2032, -0.0485, 0.0, -0.0349, -0.1001, -0.2077, -0.2809, -0.3226, -0.2976, -0.334, -0.3288, -0.3559, -0.3163, -0.3017, -0.2595, -0.2595, -0.2157, -0.291, -0.334, -0.2939, -0.1876, -0.2189, -0.1959, -0.2209, -0.2293, -0.1433, -0.2267, -0.2897, -0.3069, -0.3606, -0.3585, -0.3189, -0.3283, -0.3768, -0.3736, -0.3736, -0.3825, -0.4085, -0.4085, -0.4028, -0.4028, -0.3241, -0.2986, -0.2626, -0.2715, -0.2694, -0.2038, -0.1595, -0.1235, -0.0985, -0.1204, -0.0907, -0.0907, -0.0974, -0.0865, -0.0505, -0.1084, -0.1563, -0.2178, -0.1308, -0.1605, -0.2371, -0.2642, -0.2493, -0.3538, -0.4122, -0.3585, -0.3101, -0.3632, -0.3966, -0.4377, -0.4216, -0.4216, -0.4033, -0.3976, -0.4033, -0.4424, -0.4591, -0.4018, -0.42, -0.6488, -0.7032, -0.6925, -0.6842, -0.6483, -0.6498, -0.6806, -0.6785, -0.666, -0.6639, -0.6811, -0.7024, -0.7103, -0.7061, -0.7249, -0.7124, -0.7295, -0.7217, -0.7348, -0.7342, -0.7488, -0.7467, -0.771, -0.7415, -0.74, -0.741, -0.741, -0.7478, -0.7665, -0.7608, -0.6899, -0.7071, -0.679, -0.6707, -0.6311, -0.6295, -0.6269, -0.6269, -0.6337, -0.6175, -0.6389, -0.6003, -0.6269, -0.6451, -0.6696, -0.6509, -0.6639, -0.6675, -0.6754]}
{"unit_id": "reply:1970857697378754843", "ticker_idx": 0, "ts": "2025-09-24T14:27:46+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LONG $RBRK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long RBRK as a play on massive AI capex buildout by hyperscalers.", "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": "reply_other", "lang": "en", "tweet_text": "@bipulsinha LONG $RBRK", "reply_text": null, "parent_text": "The Manhattan Project spent $36 billion (in current dollars) to create the first nuclear weapon.\n\nMicrosoft alone will spend twice that on AI in 2025. \n\nSo will Google, Amazon, and Meta.\n\nThese staggering expenses are indicators of the sheer complexity of our time - and these", "quoted_text": null, "parent_author": "bipulsinha", "ret_m1d": 0.029575281302574474, "ret_signed_m1d": 0.029575281302574474, "alpha_spy_m1d": 0.02638336838801969, "alpha_c_m1d": 0.02638336838801969, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.003191912914554784, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03627395118248389, "ret_signed_p1d": 0.03627395118248389, "alpha_spy_p1d": 0.040887326087917564, "alpha_c_p1d": 0.040887326087917564, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.004613374905433676, "ret_p1w": 0.04183515474835775, "ret_signed_p1w": 0.04183515474835775, "alpha_spy_p1w": 0.030717125090163, "alpha_c_p1w": 0.030717125090163, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": 0.01111802965819475, "ret_p1m": -0.028564232277255575, "ret_signed_p1m": -0.028564232277255575, "alpha_spy_p1m": -0.04468902900679461, "alpha_c_p1m": -0.04468902900679461, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": 0.016124796729539037, "ret_p3m": 0.00745698075593304, "ret_signed_p3m": 0.00745698075593304, "alpha_spy_p3m": -0.031498804142890524, "alpha_c_p3m": -0.031498804142890524, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": 0.038955784898823564, "ret_p6m": -0.35642067237990527, "ret_signed_p6m": -0.35642067237990527, "alpha_spy_p6m": -0.3574034080863695, "alpha_c_p6m": -0.3574034080863695, "bench_spy_p6m": 0.0009827357064642328, "bench_c_p6m": 0.0009827357064642328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.028564232277255575, "alpha_spy_stated": -0.04468902900679461, "alpha_c_stated": -0.04468902900679461, "price_path": [0.1044, 0.1323, 0.0766, 0.0816, 0.1259, 0.1259, 0.1356, 0.098, 0.1576, 0.0887, 0.0685, 0.0849, 0.1039, 0.1058, 0.0987, 0.1136, 0.0937, 0.0588, 0.0723, 0.0833, 0.0743, 0.101, 0.1277, 0.206, 0.2001, 0.1078, 0.1694, 0.1064, 0.1599, 0.1342, 0.1048, 0.0832, 0.1167, 0.1132, 0.0674, 0.0848, 0.0834, 0.0613, 0.0756, 0.0774, 0.122, 0.1101, 0.0765, 0.1063, 0.1758, 0.1299, 0.1299, 0.111, 0.1087, 0.0939, 0.1493, 0.2084, 0.2449, 0.0202, -0.0155, -0.0584, -0.0445, -0.0521, -0.0661, -0.0139, 0.014, 0.0173, 0.0296, 0.0, 0.0363, 0.0383, 0.0533, 0.0396, 0.0418, 0.0609, 0.0468, 0.0391, 0.0048, 0.0648, 0.0882, 0.0407, 0.0514, -0.012, -0.0008, -0.0061, -0.024, -0.0039, 0.0096, -0.0287, -0.0286, -0.0269, -0.0168, -0.0379, -0.091, -0.102, -0.0487, -0.042, -0.0824, -0.0856, -0.0959, -0.077, -0.0385, -0.0441, -0.0653, -0.1088, -0.0957, -0.1192, -0.1304, -0.1143, -0.1445, -0.1584, -0.1483, -0.1293, -0.1384, -0.1384, -0.1239, -0.133, -0.1229, -0.0974, -0.1098, 0.0904, 0.1261, 0.1541, 0.1364, 0.1006, 0.0305, 0.0097, -0.0153, -0.0749, -0.0406, -0.0119, 0.0075, -0.0047, -0.004, -0.004, -0.0058, -0.014, -0.0158, -0.0334, -0.0334, -0.0461, -0.071, -0.0507, -0.0284, -0.0942, -0.1082, -0.098, -0.1049, -0.1388, -0.1273, -0.1519, -0.1519, -0.18, -0.1867, -0.1772, -0.17, -0.1365, -0.2131, -0.2013, -0.2673, -0.2928, -0.3118, -0.3409, -0.3444, -0.389, -0.3545, -0.3167, -0.2944, -0.3033, -0.3277, -0.3105, -0.3105, -0.3238, -0.3126, -0.3155, -0.3655, -0.4027, -0.3549, -0.3407, -0.3133, -0.3433, -0.3214, -0.3191, -0.3065, -0.2937, -0.2774, -0.2774, -0.2928, -0.273, -0.3172, -0.3247, -0.3469, -0.342, -0.3416, -0.3564]}
{"unit_id": "reply:1988159141903278285", "ticker_idx": 0, "ts": "2025-11-11T08:17:32+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every metric is decelerating in unison. These numbers precede cash flow because a user must necessarily subscribe before payments kick in. You don't need to be a genius to infer what will happen next.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bearish DUOL: MAU, paid subscribers, and bookings all decelerating to historic lows; cash flow deterioration seen as inevitable next.", "resolved_tickers": ["DUOL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "If you really think $DUOL is a good investment you will need to answer why:\n\nMonthly Active Users: growth DECELERATING to 19.6%, the slowest in company history. a complete collapse from nearly 50% just 18 months ago.\n\nPaid Subscribers: DECELERATING to 33.7%, the slowest since Duolingo went public, down from 74% two years ago. that’s what happens when your user base runs out of free trials.\n\nTotal Bookings: DECELERATING to the slowest since mid-2023, confirming what’s obvious, revenue momentum has driven off a cliff.\n\nEvery metric is decelerating in unison. These numbers precede cash flow because a user must necessarily subscribe before payments kick in. You don't need to be a genius to infer what will happen next.", "reply_text": null, "parent_text": "Teaching has made me a much better investor.\n\nIt’s forced me to clarify my mental framework to the point that I can teach it to anyone.\n\nIt’s increased my ability to separate fundamentals from emotions.\n\n$DUOL is en extraordinary opportunity.", "quoted_text": null, "parent_author": "alc2022", "ret_m1d": -0.010723979395741323, "ret_signed_m1d": 0.010723979395741323, "alpha_spy_m1d": 0.008440030730704318, "alpha_c_m1d": 0.008440030730704318, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.0022839486650370056, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04263942523792286, "ret_signed_p1d": 0.04263942523792286, "alpha_spy_p1d": 0.0431958156042872, "alpha_c_p1d": 0.0431958156042872, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.0005563903663643455, "ret_p1w": -0.09974858895935124, "ret_signed_p1w": 0.09974858895935124, "alpha_spy_p1w": 0.06619081631207835, "alpha_c_p1w": 0.06619081631207835, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.03355777264727289, "ret_p1m": 0.013084319666190503, "ret_signed_p1m": -0.013084319666190503, "alpha_spy_p1m": -0.006393128573626283, "alpha_c_p1m": -0.006393128573626283, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.006691191092564219, "ret_p3m": -0.3873466986514813, "ret_signed_p3m": 0.3873466986514813, "alpha_spy_p3m": 0.4014912680607514, "alpha_c_p3m": 0.4014912680607514, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.014144569409270114, "ret_p6m": -0.4611319361077255, "ret_signed_p6m": 0.4611319361077255, "alpha_spy_p6m": 0.5416714013945081, "alpha_c_p6m": 0.5416714013945081, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.08053946528678257, "ret_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": 0.3873466986514813, "alpha_spy_stated": 0.4014912680607514, "alpha_c_stated": 0.4014912680607514, "price_path": [0.6926, 0.6775, 0.8944, 0.748, 0.7388, 0.7729, 0.7029, 0.6493, 0.6215, 0.6313, 0.6562, 0.5283, 0.5283, 0.4879, 0.4496, 0.3993, 0.3915, 0.392, 0.4033, 0.467, 0.5873, 0.5799, 0.4629, 0.4405, 0.4324, 0.4863, 0.4926, 0.5873, 0.5368, 0.5453, 0.6085, 0.6747, 0.687, 0.6514, 0.5584, 0.606, 0.6554, 0.6435, 0.6418, 0.7819, 0.7302, 0.6676, 0.6933, 0.7066, 0.7501, 0.6961, 0.6626, 0.6046, 0.6297, 0.5782, 0.6083, 0.6009, 0.5739, 0.5079, 0.3996, 0.3486, 0.3887, 0.3594, 0.3446, 0.3342, -0.0059, 0.0324, -0.0107, 0.0, -0.0426, -0.0428, -0.0504, -0.0853, -0.0997, -0.1047, -0.1379, -0.1134, -0.115, -0.0982, -0.0331, -0.0331, -0.0179, -0.0484, -0.063, -0.049, -0.0334, 0.0249, 0.0669, 0.0728, 0.0131, 0.0311, 0.0071, -0.0458, -0.0417, -0.0561, -0.0616, -0.0458, -0.0488, -0.0802, -0.0729, -0.0729, -0.0679, -0.0755, -0.0911, -0.0995, -0.0995, -0.0945, -0.05, -0.0818, -0.0954, -0.1079, -0.0935, -0.1701, -0.1493, -0.1982, -0.2077, -0.2295, -0.2295, -0.2376, -0.2467, -0.2114, -0.1997, -0.2223, -0.2504, -0.2673, -0.2844, -0.3121, -0.3231, -0.3828, -0.4002, -0.4133, -0.3873, -0.3899, -0.3807, -0.4392, -0.4251, -0.4224, -0.4224, -0.4249, -0.423, -0.4299, -0.4205, -0.4554, -0.4385, -0.4271, -0.3974, -0.4818, -0.4827, -0.4786, -0.5065, -0.479, -0.477, -0.4847, -0.5116, -0.493, -0.513, -0.4952, -0.4769, -0.4645, -0.4866, -0.4889, -0.4969, -0.4882, -0.4988, -0.4914, -0.4966, -0.5107, -0.5171, -0.4942, -0.5064, -0.5046, -0.5046, -0.4901, -0.5059, -0.5328, -0.5355, -0.538, -0.5201, -0.5307, -0.4931, -0.4692, -0.4843, -0.4621, -0.4734, -0.4586, -0.4854, -0.4692, -0.47, -0.4549, -0.4519, -0.4351, -0.4292, -0.4344, -0.4662, -0.4611]}
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{"unit_id": "orig:1978459266085237176", "ticker_idx": 0, "ts": "2025-10-15T13:53:41+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "WELCOME IN MY HEAD OF EQUITY RESEARCH @NighthawkTradez ON BOARD THE $NAK TRAIN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Enthusiastically bullish on NAK, welcoming others onto the long trade.", "resolved_tickers": ["NAK"], "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": "I WOULD LIKE TO WELCOME IN MY HEAD OF EQUITY RESEARCH @NighthawkTradez ON BOARD THE $NAK TRAIN. INSHALLAH WE ALL HAVE A HAPPY AND HEALTH HOLY MONTH OF NAKTOBER. MAZEL TOV!!!! https://t.co/t9uHqWbm18", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.045454500299513256, "ret_signed_m1d": 0.045454500299513256, "alpha_spy_m1d": 0.04987440789714137, "alpha_c_m1d": 0.04094535331845672, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": 0.004509146981056533, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1515151816185063, "ret_signed_p1d": -0.1515151816185063, "alpha_spy_p1d": -0.14470504705617593, "alpha_c_p1d": -0.1440752982762118, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": -0.0074398833422945065, "ret_p1w": -0.2954545680320615, "ret_signed_p1w": -0.2954545680320615, "alpha_spy_p1w": -0.2994084576997029, "alpha_c_p1w": -0.29105837633335085, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": -0.004396191698710639, "ret_p1m": -0.3446969885115664, "ret_signed_p1m": -0.3446969885115664, "alpha_spy_p1m": -0.35502515598788176, "alpha_c_p1m": -0.3318461462233747, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": -0.012850842288191666, "ret_p3m": -0.21590914735288103, "ret_signed_p3m": -0.21590914735288103, "alpha_spy_p3m": -0.2640834848732826, "alpha_c_p3m": -0.3154574395274071, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.0995482921745261, "ret_p6m": -0.34848486353652586, "ret_signed_p6m": -0.34848486353652586, "alpha_spy_p6m": -0.37646472068172243, "alpha_c_p6m": -0.5246250298858399, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": 0.17614016634931406, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3446969885115664, "alpha_spy_stated": -0.35502515598788176, "alpha_c_stated": -0.3318461462233747, "price_path": [-0.6061, -0.6553, -0.6705, -0.6477, -0.6667, -0.6629, -0.6818, -0.7197, -0.6894, -0.7008, -0.7159, -0.7045, -0.7008, -0.697, -0.678, -0.6591, -0.6705, -0.6667, -0.6705, -0.6591, -0.6553, -0.6629, -0.678, -0.678, -0.6705, -0.6591, -0.6667, -0.6591, -0.6629, -0.6553, -0.6591, -0.6591, -0.6742, -0.6667, -0.678, -0.678, -0.6894, -0.6932, -0.6894, -0.6894, -0.6894, -0.6705, -0.6856, -0.6894, -0.6894, -0.6705, -0.6477, -0.6477, -0.5871, -0.5985, -0.5682, -0.5265, -0.5455, -0.553, -0.5379, -0.5, -0.428, -0.2879, -0.2614, -0.2576, -0.2311, 0.0076, 0.0455, 0.0, -0.1515, -0.2235, -0.2235, -0.2652, -0.2955, -0.2841, -0.2273, -0.2803, -0.25, -0.2348, -0.2348, -0.2386, -0.2955, -0.322, -0.3144, -0.3485, -0.3333, -0.3144, -0.3144, -0.3068, -0.3447, -0.3561, -0.3674, -0.4015, -0.3826, -0.4318, -0.4318, -0.4091, -0.3561, -0.3182, -0.3182, -0.2727, -0.2992, -0.3068, -0.2689, -0.2083, -0.2159, -0.2386, -0.2273, -0.2462, -0.1856, -0.1856, -0.2273, -0.2121, -0.2121, -0.1818, -0.1629, -0.1212, -0.1212, -0.1515, -0.1515, -0.1742, -0.2386, -0.2424, -0.2538, -0.2538, -0.2614, -0.2159, -0.1667, -0.1591, -0.1932, -0.1667, -0.2159, -0.1932, -0.197, -0.2348, -0.2765, -0.2765, -0.2197, -0.2273, -0.1856, -0.1932, -0.0909, -0.0492, -0.0682, -0.1439, -0.2273, -0.2386, -0.1477, -0.2197, -0.303, -0.2614, -0.2083, -0.2197, -0.1667, -0.1553, -0.1818, -0.1818, -0.2311, -0.5341, -0.5, -0.5038, -0.4773, -0.4242, -0.4394, -0.4318, -0.4129, -0.4394, -0.4811, -0.4848, -0.5, -0.5076, -0.4886, -0.4621, -0.4886, -0.4962, -0.5038, -0.4886, -0.5114, -0.5114, -0.5189, -0.5682, -0.572, -0.5189, -0.4962, -0.5303, -0.5152, -0.5189, -0.4697, -0.4394, -0.4356, -0.4356, -0.3864, -0.428, -0.3788, -0.3485]}
{"unit_id": "reply:1979254797036376244", "ticker_idx": 0, "ts": "2025-10-17T18:34:51+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When you graduate to the king $NBIS let me know nephew", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls NBIS the superior pick over CIFR; decisive bullish verdict on NBIS.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NighthawkTradez @mikealfred @_Sgr_A_Star When you graduate to the king $NBIS let me know nephew", "reply_text": null, "parent_text": "Added more $CIFR today. \n\ncc: @mikealfred @_Sgr_A_Star https://t.co/ufqGlYWUk4", "quoted_text": null, "parent_author": "NighthawkTradez", "ret_m1d": 0.08462621886031485, "ret_signed_m1d": 0.08462621886031485, "alpha_spy_m1d": 0.09027038657066255, "alpha_c_m1d": 0.09132546291558219, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.006699244055267339, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039139653965536425, "ret_signed_p1d": -0.039139653965536425, "alpha_spy_p1d": -0.0495401542284597, "alpha_c_p1d": -0.05044982331901826, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.011310169353481836, "ret_p1w": 0.033674185583672855, "ret_signed_p1w": 0.033674185583672855, "alpha_spy_p1w": 0.014318082358409034, "alpha_c_p1w": 0.028367087054732343, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.005307098528940513, "ret_p1m": -0.24206627726983898, "ret_signed_p1m": -0.24206627726983898, "alpha_spy_p1m": -0.24399274525224302, "alpha_c_p1m": -0.20935350304697564, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.03271277422286334, "ret_p3m": -0.10102255675101868, "ret_signed_p3m": -0.10102255675101868, "alpha_spy_p3m": -0.14318134206284416, "alpha_c_p3m": -0.11909807781598547, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.018075521064966793, "ret_p6m": 0.3624823186902406, "ret_signed_p6m": 0.3624823186902406, "alpha_spy_p6m": 0.32392572653966667, "alpha_c_p6m": 0.3570942433058115, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.005388075384429092, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24206627726983898, "alpha_spy_stated": -0.24399274525224302, "alpha_c_stated": -0.20935350304697564, "price_path": [-0.5503, -0.5427, -0.5402, -0.5472, -0.535, -0.5557, -0.5479, -0.5202, -0.5416, -0.5225, -0.5137, -0.5144, -0.4243, -0.3937, -0.3808, -0.3359, -0.3774, -0.3965, -0.3687, -0.3605, -0.4077, -0.4052, -0.4166, -0.3919, -0.3828, -0.3787, -0.3821, -0.365, -0.3977, -0.3977, -0.4207, -0.4213, -0.4278, -0.4229, -0.4353, -0.1562, -0.1767, -0.2138, -0.203, -0.1982, -0.2117, -0.1707, -0.1703, -0.1246, -0.0603, -0.0497, -0.0019, -0.0485, -0.0506, -0.0284, -0.0103, 0.0191, 0.1096, 0.1282, 0.1014, 0.0376, 0.0755, 0.1693, 0.1423, 0.1941, 0.1297, 0.1092, 0.0846, 0.0, -0.0391, -0.0807, -0.1306, -0.0642, 0.0337, 0.1057, 0.074, 0.1028, 0.0947, 0.1532, 0.062, -0.0256, 0.0314, -0.0353, -0.019, -0.0308, -0.0989, -0.1682, -0.2187, -0.2636, -0.2421, -0.2019, -0.1619, -0.2539, -0.266, -0.1899, -0.2165, -0.1653, -0.1653, -0.1637, -0.1172, -0.1498, -0.128, -0.0938, -0.1358, -0.1156, -0.1501, -0.175, -0.1689, -0.227, -0.2847, -0.2864, -0.3349, -0.3116, -0.2114, -0.1782, -0.2064, -0.1967, -0.1967, -0.2279, -0.2415, -0.2492, -0.2621, -0.2621, -0.2071, -0.1817, -0.1164, -0.1519, -0.1423, -0.1367, -0.0539, -0.0706, -0.101, -0.0842, -0.0415, -0.0415, -0.1247, -0.1284, -0.1462, -0.167, -0.1938, -0.1373, -0.1147, -0.1633, -0.249, -0.2228, -0.2071, -0.2737, -0.3488, -0.241, -0.1812, -0.1908, -0.2189, -0.209, -0.136, -0.136, -0.1403, -0.1026, -0.0514, -0.1368, -0.1131, -0.0957, -0.0645, -0.0755, -0.1961, -0.1977, -0.2348, -0.138, -0.1568, -0.2125, -0.1631, -0.1499, -0.0127, -0.0476, -0.0043, 0.1447, 0.0255, 0.0451, 0.0712, 0.0368, 0.0063, 0.013, 0.0145, -0.0658, -0.1112, -0.1867, -0.0853, -0.1013, -0.0407, -0.0407, -0.0079, 0.0349, 0.1019, 0.2018, 0.2779, 0.3625]}
{"unit_id": "reply:1957156290830254297", "ticker_idx": 0, "ts": "2025-08-17T19:03:16+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy FLNC as a top-decile culture pick.", "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": "@alc2022 Buy $FLNC", "reply_text": null, "parent_text": "I simply buy top decile cultures early", "quoted_text": null, "parent_author": "alc2022", "ret_m1d": -0.013647717695378647, "ret_signed_m1d": -0.013647717695378647, "alpha_spy_m1d": -0.013865477660966796, "alpha_c_m1d": -0.013865477660966796, "bench_spy_m1d": 0.00021775996558814903, "bench_c_m1d": 0.00021775996558814903, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0297767041514293, "ret_signed_p1d": -0.0297767041514293, "alpha_spy_p1d": -0.02435160312327611, "alpha_c_p1d": -0.02435160312327611, "bench_spy_p1d": -0.00542510102815319, "bench_c_p1d": -0.00542510102815319, "ret_p1w": -0.07320106683730254, "ret_signed_p1w": -0.07320106683730254, "alpha_spy_p1w": -0.07191091098831781, "alpha_c_p1w": -0.07191091098831781, "bench_spy_p1w": -0.001290155848984731, "bench_c_p1w": -0.001290155848984731, "ret_p1m": -0.06947895663302339, "ret_signed_p1m": -0.06947895663302339, "alpha_spy_p1m": -0.0954388224161411, "alpha_c_p1m": -0.0954388224161411, "bench_spy_p1m": 0.025959865783117708, "bench_c_p1m": 0.025959865783117708, "ret_p3m": 1.016128927295116, "ret_signed_p3m": 1.016128927295116, "alpha_spy_p3m": 0.9685567206806234, "alpha_c_p3m": 0.9685567206806234, "bench_spy_p3m": 0.047572206614492574, "bench_c_p3m": 0.047572206614492574, "ret_p6m": 1.3560792534079362, "ret_signed_p6m": 1.3560792534079362, "alpha_spy_p6m": 1.2740184728602901, "alpha_c_p6m": 1.2740184728602901, "bench_spy_p6m": 0.0820607805476461, "bench_c_p6m": 0.0820607805476461, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06947895663302339, "alpha_spy_stated": -0.0954388224161411, "alpha_c_stated": -0.0954388224161411, "price_path": [-0.3784, -0.3883, -0.3945, -0.3945, -0.4007, -0.4069, -0.4194, -0.4169, -0.4491, -0.4082, -0.3983, -0.4268, -0.4144, -0.4094, -0.3834, -0.3871, -0.3983, -0.3784, -0.3784, -0.2965, -0.3089, -0.3089, -0.2767, -0.3027, -0.268, -0.232, -0.2184, -0.2382, -0.1675, -0.0893, -0.072, 0.0434, 0.0434, -0.0099, 0.0434, 0.0844, 0.0633, 0.0136, -0.0149, 0.0323, 0.0261, 0.0223, 0.1117, 0.1824, 0.2667, 0.1712, 0.1613, 0.1638, 0.0968, 0.0484, 0.0174, 0.0074, -0.0347, 0.0521, 0.0608, 0.0484, 0.1253, 0.1402, 0.134, -0.0856, -0.0633, -0.0614, -0.0136, 0.0, -0.0298, -0.072, -0.1514, -0.0645, -0.0732, -0.0596, -0.0968, -0.0385, -0.0819, -0.0819, -0.1402, -0.1625, -0.1625, -0.0633, -0.1055, -0.1588, -0.1613, -0.139, -0.1315, -0.0831, -0.0695, -0.0769, -0.0174, 0.1613, 0.3151, 0.2667, 0.3871, 0.4553, 0.4777, 0.4144, 0.34, 0.6687, 0.6191, 0.7109, 0.8933, 0.7159, 0.8561, 0.8486, 0.6241, 0.9715, 1.2891, 1.66, 1.4293, 1.2736, 1.2891, 1.0174, 0.8883, 0.9888, 1.4218, 1.3251, 1.2457, 1.5161, 1.5397, 1.6055, 1.5819, 1.3797, 1.5707, 1.4591, 1.5794, 1.7035, 1.572, 1.3834, 1.0161, 1.2221, 1.1377, 1.1117, 1.0856, 0.9243, 0.9107, 0.9603, 1.0806, 1.3561, 1.3561, 1.4367, 1.4057, 1.4764, 1.4628, 1.8958, 1.9727, 1.8362, 1.9702, 1.9541, 2.1998, 1.7531, 1.67, 1.6439, 1.304, 1.3958, 1.4764, 1.5372, 1.4404, 1.4603, 1.4603, 1.5074, 1.4777, 1.464, 1.4541, 1.4541, 1.8548, 1.7605, 1.7084, 1.5509, 1.6278, 1.8784, 1.8883, 1.9553, 1.8102, 2.1638, 2.3598, 2.3598, 2.165, 2.268, 2.3834, 2.3424, 2.3648, 2.5285, 2.8449, 2.9169, 2.8176, 2.8325, 2.9988, 2.5968, 1.3511, 1.4119, 1.4069, 1.3561]}
{"unit_id": "quote:1974498777764368567", "ticker_idx": 0, "ts": "2025-10-04T15:36:07+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IF YOU'RE AN $NBIS INVESTOR YOU NEED TO FOLLOW MY GOOD FRIEND MARK HOGAN", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish $184 PT thesis on NBIS by amplifying and directing investors to follow the analyst.", "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": "IF YOU’RE AN $NBIS INVESTOR YOU NEED TO FOLLOW MY GOOD FRIEND MARK HOGAN", "reply_text": null, "parent_text": null, "quoted_text": "I believe $NBIS is significantly undervalued right now and actually should be worth $184 per share.  \n\nHere’s how I get there:\n\n•Estimated 3.5B ARR for five years from Microsoft deal (NJ data center) is 17.4B distributed equally at 3.5B per year then using a 10X ARR multiple=35B", "parent_author": null, "ret_m1d": 0.024331686058298496, "ret_signed_m1d": 0.024331686058298496, "alpha_spy_m1d": 0.027905142637612235, "alpha_c_m1d": 0.025361676025345115, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0010299899670466184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05794785778525535, "ret_signed_p1d": -0.05794785778525535, "alpha_spy_p1d": -0.05424034389593757, "alpha_c_p1d": -0.054085395408830395, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0038624623764249577, "ret_p1w": 0.08420044875054766, "ret_signed_p1w": 0.08420044875054766, "alpha_spy_p1w": 0.09696081704803727, "alpha_c_p1w": 0.10711699868325608, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02291654993270842, "ret_p1m": -0.11525533251555797, "ret_signed_p1m": -0.11525533251555797, "alpha_spy_p1m": -0.12066032533025106, "alpha_c_p1m": -0.08349836574482628, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.0317569667707317, "ret_p3m": -0.33003841687685054, "ret_signed_p3m": -0.33003841687685054, "alpha_spy_p3m": -0.34838988215623623, "alpha_c_p3m": -0.3436947702524794, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.013656353375628871, "ret_p6m": -0.1695213693877481, "ret_signed_p6m": -0.1695213693877481, "alpha_spy_p6m": -0.14336489142789688, "alpha_c_p6m": -0.12715421087025702, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.042367158517491066, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11525533251555797, "alpha_spy_stated": -0.12066032533025106, "alpha_c_stated": -0.08349836574482628, "price_path": [-0.6314, -0.6284, -0.6454, -0.5842, -0.5716, -0.5733, -0.5703, -0.5775, -0.5808, -0.5917, -0.5848, -0.5825, -0.5888, -0.5778, -0.5966, -0.5895, -0.5644, -0.5838, -0.5664, -0.5584, -0.5591, -0.4773, -0.4495, -0.4378, -0.3971, -0.4347, -0.4521, -0.4268, -0.4194, -0.4622, -0.46, -0.4703, -0.4479, -0.4396, -0.4359, -0.4389, -0.4234, -0.4532, -0.4532, -0.474, -0.4745, -0.4805, -0.476, -0.4873, -0.2339, -0.2525, -0.2861, -0.2764, -0.272, -0.2842, -0.247, -0.2467, -0.2051, -0.1468, -0.1372, -0.0937, -0.1361, -0.138, -0.1178, -0.1014, -0.0747, 0.0074, 0.0243, 0.0, -0.0579, -0.0235, 0.0616, 0.0371, 0.0842, 0.0257, 0.0071, -0.0152, -0.092, -0.1276, -0.1654, -0.2107, -0.1503, -0.0615, 0.0039, -0.0249, 0.0013, -0.0061, 0.0471, -0.0358, -0.1153, -0.0636, -0.1241, -0.1093, -0.12, -0.1818, -0.2448, -0.2906, -0.3314, -0.3118, -0.2753, -0.2391, -0.3226, -0.3336, -0.2644, -0.2886, -0.2421, -0.2421, -0.2407, -0.1984, -0.228, -0.2083, -0.1772, -0.2153, -0.197, -0.2283, -0.2509, -0.2454, -0.2981, -0.3506, -0.3521, -0.3961, -0.375, -0.284, -0.2538, -0.2794, -0.2706, -0.2706, -0.2989, -0.3113, -0.3183, -0.33, -0.33, -0.2801, -0.257, -0.1977, -0.23, -0.2212, -0.2162, -0.1409, -0.1562, -0.1838, -0.1685, -0.1297, -0.1297, -0.2053, -0.2087, -0.2248, -0.2436, -0.268, -0.2167, -0.1962, -0.2404, -0.3182, -0.2944, -0.2801, -0.3406, -0.4088, -0.3109, -0.2566, -0.2653, -0.2908, -0.2818, -0.2155, -0.2155, -0.2195, -0.1852, -0.1387, -0.2163, -0.1947, -0.179, -0.1506, -0.1606, -0.2701, -0.2716, -0.3053, -0.2174, -0.2344, -0.285, -0.2401, -0.2282, -0.1036, -0.1353, -0.096, 0.0393, -0.0689, -0.0511, -0.0274, -0.0586, -0.0864, -0.0803, -0.0788, -0.1518, -0.1931, -0.2616, -0.1695]}
{"unit_id": "reply:1990446790869430742", "ticker_idx": 0, "ts": "2025-11-17T15:47:50+00:00", "symbol": "GOOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "think it is the best mag 7", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Views GOOGL as the best Magnificent 7 name; implied bullish lean.", "resolved_tickers": ["GOOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@HatedMoats good call. I've focused my portfolio on smaller caps but debated going heavy into $GOOG think it is the best mag 7", "reply_text": null, "parent_text": "You will rarely see me brag about anything but you will see me do it with $GOOGL, occasionally.\n\nMy total cost basis for Alphabet, Inc.:\n\n $49.65 (splits adjusted).\n\nBuffett bought because it's the best tech diversification play and the AI race winner.\n\nAlphaBuffett. https://t.co/VPYj6uQ0AT", "quoted_text": null, "parent_author": "HatedMoats", "ret_m1d": -0.030182113210439954, "ret_signed_m1d": -0.030182113210439954, "alpha_spy_m1d": -0.039586349485000505, "alpha_c_m1d": -0.03153132325263408, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.0013492100421941267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002240950280260612, "ret_signed_p1d": -0.002240950280260612, "alpha_spy_p1d": 0.006156511390424946, "alpha_c_p1d": -0.007907424726907863, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": 0.005666474446647252, "ret_p1w": 0.11509101377974051, "ret_signed_p1w": 0.11509101377974051, "alpha_spy_p1w": 0.11049405690158864, "alpha_c_p1w": 0.0986312052131535, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.01645980856658702, "ret_p1m": 0.07818894044838709, "ret_signed_p1m": 0.07818894044838709, "alpha_spy_p1m": 0.0583591787303952, "alpha_c_p1m": 0.028989409420918433, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.04919953102746866, "ret_p3m": 0.08393494210102226, "ret_signed_p3m": 0.08393494210102226, "alpha_spy_p3m": 0.05747562970866227, "alpha_c_p3m": 0.04947611069902935, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.034458831401992907, "ret_p6m": 0.34573170222501926, "ret_signed_p6m": 0.34573170222501926, "alpha_spy_p6m": 0.230489569234809, "alpha_c_p6m": 0.2969278979304806, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.04880380429453868, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07818894044838709, "alpha_spy_stated": 0.0583591787303952, "alpha_c_stated": 0.028989409420918433, "price_path": [-0.2997, -0.2982, -0.2768, -0.2683, -0.2725, -0.2716, -0.2571, -0.253, -0.253, -0.2584, -0.1915, -0.1861, -0.1773, -0.1801, -0.1599, -0.1612, -0.1569, -0.1548, -0.1185, -0.1197, -0.1252, -0.1165, -0.1063, -0.1146, -0.1165, -0.1322, -0.1367, -0.1345, -0.1444, -0.1472, -0.1403, -0.1371, -0.1371, -0.1194, -0.1347, -0.1405, -0.1519, -0.1685, -0.1434, -0.138, -0.1187, -0.1181, -0.1114, -0.1001, -0.12, -0.1158, -0.1116, -0.0879, -0.0549, -0.0601, -0.0365, -0.013, -0.0132, -0.0052, -0.0264, -0.003, -0.0009, -0.0207, 0.0175, 0.0215, 0.0064, -0.0227, -0.0302, 0.0, -0.0022, 0.0259, 0.0153, 0.0492, 0.1151, 0.1332, 0.1214, 0.1214, 0.1209, 0.1034, 0.1065, 0.1226, 0.1148, 0.1278, 0.1017, 0.1133, 0.1247, 0.0991, 0.088, 0.0838, 0.0782, 0.0443, 0.0642, 0.0813, 0.0908, 0.106, 0.106, 0.106, 0.1035, 0.1015, 0.1021, 0.0995, 0.0995, 0.1048, 0.1118, 0.1021, 0.1297, 0.1422, 0.1532, 0.1658, 0.1787, 0.1783, 0.1673, 0.1574, 0.1574, 0.1287, 0.1505, 0.1592, 0.1507, 0.1688, 0.1737, 0.1782, 0.1866, 0.1861, 0.2084, 0.1937, 0.1679, 0.1609, 0.132, 0.1366, 0.1164, 0.0908, 0.0839, 0.0722, 0.0722, 0.061, 0.0649, 0.0636, 0.1033, 0.0921, 0.0894, 0.0968, 0.0762, 0.0912, 0.0734, 0.0636, 0.0632, 0.0543, 0.0451, 0.0729, 0.0761, 0.0814, 0.0631, 0.057, 0.0673, 0.0848, 0.0739, 0.0719, 0.0476, 0.0484, 0.014, 0.0153, -0.0157, -0.0402, -0.0423, 0.0058, 0.034, 0.0324, 0.0324, 0.0436, 0.0656, 0.1035, 0.1092, 0.107, 0.1192, 0.1591, 0.1727, 0.1667, 0.19, 0.176, 0.1587, 0.1841, 0.1842, 0.2002, 0.222, 0.2184, 0.2177, 0.3391, 0.3436, 0.3311, 0.3473, 0.3854, 0.386, 0.3921, 0.3561, 0.3457]}
{"unit_id": "orig:1993302260751667682", "ticker_idx": 0, "ts": "2025-11-25T12:54:27+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "DEMAND ACCELERATING FOR DATA CENTER BATTERY STORAGE. Data center storage demand is breaking out. Fluence highlights more than 30 GWh of data center projects now in pipeline or leads, with over 80 percent of that demand originating after September 2025.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish FLNC on accelerating data center battery storage demand (30+ GWh pipeline) and long-duration energy storage (60+ GWh) across US and Europe.", "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 DEMAND ACCELERATING FOR DATA CENTER BATTERY STORAGE\n\nData center storage demand is breaking out. Fluence highlights more than 30 GWh of data center projects now in pipeline or leads, with over 80 percent of that demand originating after September 2025. Virtually all of these additions are behind the meter as hyperscalers shift toward on-site power strategies to manage load growth and grid constraints.\n\nAt the same time, long duration energy storage is becoming a real market. Fluence cites more than 60 GWh of 6 to 8 hour duration projects across renewable heavy regions in the UK, Germany, Italy and the United States. This segment is where Smartstack positions Fluence to compete as utilities and developers look for multi hour firming capacity.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05784139776691222, "ret_signed_m1d": -0.05784139776691222, "alpha_spy_m1d": -0.04852320710120328, "alpha_c_m1d": -0.04852320710120328, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.009318190665708936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13237920409994652, "ret_signed_p1d": 0.13237920409994652, "alpha_spy_p1d": 0.12547562168194126, "alpha_c_p1d": 0.12547562168194126, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.006903582418005261, "ret_p1w": 0.190220544998982, "ret_signed_p1w": 0.190220544998982, "alpha_spy_p1w": 0.18057624318726462, "alpha_c_p1w": 0.18057624318726462, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.009644301811717382, "ret_p1m": 0.18246865726981865, "ret_signed_p1m": 0.18246865726981865, "alpha_spy_p1m": 0.15669156321825195, "alpha_c_p1m": 0.15669156321825195, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.025777094051566696, "ret_p3m": -0.013118736714242352, "ret_signed_p3m": -0.013118736714242352, "alpha_spy_p3m": -0.03748435389622451, "alpha_c_p3m": -0.03748435389622451, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.024365617181982158, "ret_p6m": 0.12939773506621122, "ret_signed_p6m": 0.12939773506621122, "alpha_spy_p6m": 0.025029404697842317, "alpha_c_p6m": 0.025029404697842317, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.1043683303683689, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": -0.013118736714242352, "alpha_spy_stated": -0.03748435389622451, "alpha_c_stated": -0.03748435389622451, "price_path": [-0.5379, -0.5587, -0.5587, -0.5868, -0.5975, -0.5975, -0.5498, -0.5701, -0.5957, -0.5969, -0.5862, -0.5826, -0.5593, -0.5528, -0.5564, -0.5277, -0.4419, -0.3679, -0.3912, -0.3333, -0.3005, -0.2898, -0.3202, -0.356, -0.198, -0.2218, -0.1777, -0.09, -0.1753, -0.1079, -0.1115, -0.2194, -0.0525, 0.1002, 0.2785, 0.1676, 0.0927, 0.1002, -0.0304, -0.0924, -0.0441, 0.164, 0.1175, 0.0793, 0.2093, 0.2206, 0.2522, 0.2409, 0.1437, 0.2355, 0.1819, 0.2397, 0.2993, 0.2361, 0.1455, -0.031, 0.068, 0.0274, 0.0149, 0.0024, -0.0751, -0.0817, -0.0578, 0.0, 0.1324, 0.1324, 0.1711, 0.1562, 0.1902, 0.1837, 0.3918, 0.4287, 0.3631, 0.4275, 0.4198, 0.5379, 0.3232, 0.2832, 0.2707, 0.1073, 0.1515, 0.1902, 0.2194, 0.1729, 0.1825, 0.1825, 0.2051, 0.1908, 0.1843, 0.1795, 0.1795, 0.3721, 0.3268, 0.3017, 0.226, 0.263, 0.3834, 0.3882, 0.4204, 0.3506, 0.5206, 0.6148, 0.6148, 0.5212, 0.5707, 0.6261, 0.6064, 0.6172, 0.6959, 0.8479, 0.8825, 0.8348, 0.842, 0.9219, 0.7287, 0.13, 0.1592, 0.1568, 0.1324, 0.0447, 0.04, 0.1008, 0.1008, 0.0602, 0.0394, -0.0125, -0.0131, -0.0417, -0.0167, -0.0262, -0.034, -0.0733, -0.0984, -0.1103, -0.0578, -0.0602, -0.1187, -0.0638, 0.0066, 0.0203, -0.0209, -0.0233, 0.0006, -0.0161, -0.0465, -0.0441, -0.0978, -0.0841, -0.037, -0.025, -0.1079, -0.1562, -0.2248, -0.1795, -0.2236, -0.2069, -0.2069, -0.2129, -0.2099, -0.2177, -0.1914, -0.1783, -0.186, -0.1175, -0.093, -0.1067, -0.1929, -0.2469, -0.2385, -0.195, -0.1938, -0.2021, -0.2033, -0.2636, -0.2946, -0.2737, -0.2731, -0.2648, -0.2433, -0.1914, 0.1312, 0.4407, 0.5045, 0.2689, 0.3178, 0.2487, 0.2385, 0.1652, 0.068, 0.1294]}
{"unit_id": "orig:1981499647681065261", "ticker_idx": 0, "ts": "2025-10-23T23:15:05+00:00", "symbol": "FIX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FIX INSANE QUARTER", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FIX on an exceptional quarterly result.", "resolved_tickers": ["FIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "original", "lang": "it", "tweet_text": "$FIX INSANE QUARTER https://t.co/CEcmgSZwb8", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15958677777554986, "ret_signed_m1d": -0.15958677777554986, "alpha_spy_m1d": -0.15148047230589046, "alpha_c_m1d": -0.15874758369597164, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.0008391940795782205, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0053073791444303575, "ret_signed_p1d": -0.0053073791444303575, "alpha_spy_p1d": -0.01710504363721499, "alpha_c_p1d": -0.010988085172339734, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.005680706027909377, "ret_p1w": -0.01638038622919713, "ret_signed_p1w": -0.01638038622919713, "alpha_spy_p1w": -0.023482592611996145, "alpha_c_p1w": -0.017348748234829348, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": 0.0009683620056322173, "ret_p1m": -0.036679643429008646, "ret_signed_p1m": -0.036679643429008646, "alpha_spy_p1m": -0.024099326860646753, "alpha_c_p1m": -0.004983821574232716, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.03169582185477593, "ret_p3m": 0.17016915539123878, "ret_signed_p3m": 0.17016915539123878, "alpha_spy_p3m": 0.15514474351615415, "alpha_c_p3m": 0.09257708797114561, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.07759206742009317, "ret_p6m": 0.713424068130929, "ret_signed_p6m": 0.713424068130929, "alpha_spy_p6m": 0.6609982828663783, "alpha_c_p6m": 0.5838268077627686, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.12959726036816033, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.036679643429008646, "alpha_spy_stated": -0.024099326860646753, "alpha_c_stated": -0.004983821574232716, "price_path": [-0.3, -0.2844, -0.2841, -0.2922, -0.2883, -0.2961, -0.2972, -0.2931, -0.2958, -0.2942, -0.2685, -0.2853, -0.2973, -0.3064, -0.2912, -0.3033, -0.3062, -0.293, -0.2976, -0.2959, -0.2794, -0.2769, -0.2564, -0.2835, -0.2835, -0.2883, -0.2862, -0.2625, -0.2805, -0.2708, -0.2772, -0.2338, -0.2208, -0.2322, -0.2033, -0.2083, -0.2228, -0.1857, -0.1874, -0.163, -0.1807, -0.1938, -0.2035, -0.1806, -0.1832, -0.1594, -0.1501, -0.1515, -0.1667, -0.1592, -0.1682, -0.1396, -0.1497, -0.1687, -0.1382, -0.1526, -0.1473, -0.1455, -0.1566, -0.1476, -0.1551, -0.1945, -0.1596, 0.0, -0.0053, -0.0007, 0.0295, -0.0187, -0.0164, -0.0041, -0.0262, 0.0062, -0.0243, -0.0269, -0.0077, -0.0276, -0.0086, -0.0851, -0.0728, -0.0624, -0.0612, -0.0515, -0.1069, -0.0887, -0.0367, -0.0245, -0.0103, -0.0103, -0.0042, -0.0202, -0.0461, -0.0324, 0.0241, 0.0208, 0.0086, 0.0026, 0.0411, 0.0447, -0.0134, -0.0128, -0.0128, -0.0991, -0.0637, -0.0411, -0.0308, -0.016, -0.0234, -0.0234, -0.0176, -0.031, -0.0348, -0.0487, -0.0487, 0.023, 0.0522, 0.0551, 0.0551, -0.0097, 0.0299, 0.0582, 0.0939, 0.0734, 0.1121, 0.1416, 0.1416, 0.1567, 0.1702, 0.1536, 0.1431, 0.1493, 0.1828, 0.1916, 0.1941, 0.1642, 0.199, 0.2333, 0.1414, 0.1701, 0.254, 0.3084, 0.2941, 0.3645, 0.3251, 0.3638, 0.3638, 0.3636, 0.345, 0.4, 0.4905, 0.4409, 0.4969, 0.4786, 0.466, 0.457, 0.466, 0.418, 0.458, 0.3743, 0.3044, 0.3996, 0.4111, 0.4352, 0.401, 0.3924, 0.4422, 0.4527, 0.4512, 0.4733, 0.3837, 0.4362, 0.4905, 0.4998, 0.3856, 0.3939, 0.2984, 0.4064, 0.4569, 0.4453, 0.4453, 0.4625, 0.4532, 0.5554, 0.6057, 0.6244, 0.6601, 0.6832, 0.6817, 0.6378, 0.6832, 0.7134]}
{"unit_id": "orig:1980349267756580922", "ticker_idx": 0, "ts": "2025-10-20T19:03:53+00:00", "symbol": "ZION", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "You are SAFE to invest in $ZION", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic 'research' implying Zions Bancorporation faces systemic risk; actual stance is bearish.", "resolved_tickers": ["ZION"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Banks - Regional", "unit_kind": "original", "lang": "en", "tweet_text": "I did some on-the-ground research this week and spook to a friend of mine from Utah to assess systemic risk in the region.\n\nCan confirm: Mormons do not do bank runs. You are SAFE to invest in $ZION.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04444021752317784, "ret_signed_m1d": -0.04444021752317784, "alpha_spy_m1d": -0.0341467742200352, "alpha_c_m1d": -0.0341467742200352, "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": 0.013851555883893196, "ret_signed_p1d": 0.013851555883893196, "alpha_spy_p1d": 0.013866498762676427, "alpha_c_p1d": 0.013866498762676427, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": 0.016737180878399815, "ret_signed_p1w": 0.016737180878399815, "alpha_spy_p1w": -0.004028470228665926, "alpha_c_p1w": -0.004028470228665926, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.0425743873662332, "ret_signed_p1m": -0.0425743873662332, "alpha_spy_p1m": -0.025860548261984584, "alpha_c_p1m": -0.025860548261984584, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": 0.15477082561913935, "ret_signed_p3m": 0.15477082561913935, "alpha_spy_p3m": 0.12053054816196629, "alpha_c_p3m": 0.12053054816196629, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": 0.2056974641702689, "ret_signed_p6m": 0.2056974641702689, "alpha_spy_p6m": 0.16530677114521963, "alpha_c_p6m": 0.16530677114521963, "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": -0.0425743873662332, "alpha_spy_stated": -0.025860548261984584, "alpha_c_stated": -0.025860548261984584, "price_path": [0.0786, 0.0527, 0.0565, 0.0561, 0.0449, 0.0342, 0.0229, -0.0064, 0.0065, 0.001, -0.0171, -0.0232, -0.0072, -0.0122, 0.0142, 0.0275, 0.0344, 0.0133, 0.0248, 0.0223, 0.0346, 0.0292, 0.0746, 0.0756, 0.0931, 0.1158, 0.1124, 0.116, 0.116, 0.1023, 0.1047, 0.1179, 0.0873, 0.097, 0.0947, 0.1154, 0.1208, 0.1239, 0.0979, 0.087, 0.1062, 0.1379, 0.1293, 0.0983, 0.1022, 0.0948, 0.1023, 0.107, 0.0966, 0.0885, 0.0866, 0.0848, 0.0952, 0.0941, 0.091, 0.0793, 0.0741, 0.0071, 0.0358, 0.0633, 0.0394, -0.0972, -0.0444, 0.0, 0.0139, -0.0056, -0.0058, 0.0219, 0.0167, 0.005, -0.009, -0.0008, 0.0025, -0.004, -0.0102, -0.0019, -0.014, 0.005, 0.0121, 0.0133, 0.009, -0.0121, -0.01, -0.0507, -0.0426, -0.0214, -0.0212, 0.0114, 0.0069, 0.0329, 0.0335, 0.0335, 0.0329, 0.0494, 0.049, 0.0638, 0.0814, 0.076, 0.0795, 0.0886, 0.1418, 0.1528, 0.1447, 0.1478, 0.1513, 0.1505, 0.1557, 0.1631, 0.1684, 0.1499, 0.1555, 0.1555, 0.1548, 0.1416, 0.1391, 0.1359, 0.1359, 0.1497, 0.1703, 0.1829, 0.1672, 0.1802, 0.1687, 0.1519, 0.1356, 0.1408, 0.1548, 0.1569, 0.1569, 0.1466, 0.1949, 0.1843, 0.1464, 0.1484, 0.1474, 0.1319, 0.1532, 0.1625, 0.1835, 0.2101, 0.2382, 0.2442, 0.2669, 0.2644, 0.2435, 0.2207, 0.1764, 0.1973, 0.1973, 0.2026, 0.2125, 0.2016, 0.2215, 0.159, 0.157, 0.1805, 0.2049, 0.1195, 0.1363, 0.1267, 0.1379, 0.1234, 0.0894, 0.0902, 0.0832, 0.072, 0.0601, 0.0378, 0.0464, 0.0558, 0.048, 0.0609, 0.0564, 0.0759, 0.0988, 0.1179, 0.1189, 0.0828, 0.0865, 0.1262, 0.1387, 0.1361, 0.1361, 0.1525, 0.1549, 0.1922, 0.2073, 0.1932, 0.2026, 0.2057]}
{"unit_id": "orig:1990287452469187042", "ticker_idx": 0, "ts": "2025-11-17T05:14:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "institutions begin reallocating toward $NBIS and $IREN, which are increasingly viewed as having better long term positioning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rising credit-default risk on CoreWeave likely triggers institutional reallocation to Nebius and IREN, which have better long-term positioning.", "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": "Institutions still heavily allocated to $CRWV relative to the other Neo cloud operators. \n\nAcross the major holders the weightings tilt overwhelmingly toward $CRWV while $NBIS and $IREN remain meaningfully smaller. CoreWeave is now dealing with some recent perceived stress as rising probabilities of credit default. If that narrative deteriorates further the most logical response is that institutions begin reallocating toward $NBIS and $IREN, which are increasingly viewed as having better long term positioning. It is also notable that Millennium and Two Sigma have zero CoreWeave exposure while still holding meaningful positions in Nebius and Iren.\n\nFor context, many of the firms on this list are market makers and they often hold inventory as part of normal trading operations rather than long term conviction positions. Even so, this still reflects where liquidity and demand flow concentrate. When $CRWV dominates that inventory mix and $NBIS and $IREN remain thin it highlights how much trading activity is centered around CoreWeave and how quickly that liquidity could migrate if risk around its credit profile continues to rise.\n\nSource: 13 F Filings", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028378720006289493, "ret_signed_m1d": -0.028378720006289493, "alpha_spy_m1d": -0.037782956280850044, "alpha_c_m1d": -0.02972793004848362, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.0013492100421941267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053035559206290994, "ret_signed_p1d": 0.053035559206290994, "alpha_spy_p1d": 0.06143302087697655, "alpha_c_p1d": 0.04736908475964374, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": 0.005666474446647252, "ret_p1w": 0.0688531976949256, "ret_signed_p1w": 0.0688531976949256, "alpha_spy_p1w": 0.06425624081677372, "alpha_c_p1w": 0.052393389128338574, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.01645980856658702, "ret_p1m": -0.058502049456895966, "ret_signed_p1m": -0.058502049456895966, "alpha_spy_p1m": -0.07833181117488786, "alpha_c_p1m": -0.10770158048436462, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.04919953102746866, "ret_p3m": 0.04361479243531097, "ret_signed_p3m": 0.04361479243531097, "alpha_spy_p3m": 0.017155480042950977, "alpha_c_p3m": 0.00915596103331806, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.034458831401992907, "ret_p6m": 1.083158799922375, "ret_signed_p6m": 1.083158799922375, "alpha_spy_p6m": 0.9679166669321648, "alpha_c_p6m": 1.0343549956278364, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.04880380429453868, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.058502049456895966, "alpha_spy_stated": -0.07833181117488786, "alpha_c_stated": -0.10770158048436462, "price_path": [-0.2153, -0.2303, -0.1977, -0.1856, -0.1803, -0.1847, -0.1621, -0.2054, -0.2054, -0.2356, -0.2365, -0.2451, -0.2385, -0.2549, 0.1133, 0.0862, 0.0373, 0.0515, 0.0579, 0.0401, 0.0942, 0.0947, 0.155, 0.2398, 0.2538, 0.3169, 0.2554, 0.2526, 0.2819, 0.3058, 0.3446, 0.4639, 0.4885, 0.4531, 0.3689, 0.4189, 0.5427, 0.5071, 0.5755, 0.4905, 0.4635, 0.431, 0.3194, 0.2677, 0.2128, 0.147, 0.2347, 0.3638, 0.4588, 0.417, 0.455, 0.4443, 0.5215, 0.4011, 0.2856, 0.3608, 0.2729, 0.2943, 0.2788, 0.1889, 0.0975, 0.0308, -0.0284, 0.0, 0.053, 0.1057, -0.0156, -0.0316, 0.0689, 0.0337, 0.1013, 0.1013, 0.1034, 0.1648, 0.1218, 0.1505, 0.1956, 0.1403, 0.1669, 0.1213, 0.0885, 0.0965, 0.0199, -0.0563, -0.0585, -0.1225, -0.0918, 0.0405, 0.0843, 0.0471, 0.0599, 0.0599, 0.0187, 0.0007, -0.0094, -0.0265, -0.0265, 0.0462, 0.0797, 0.1659, 0.119, 0.1317, 0.139, 0.2483, 0.2262, 0.1861, 0.2082, 0.2646, 0.2646, 0.1548, 0.1499, 0.1264, 0.0991, 0.0637, 0.1383, 0.1681, 0.1039, -0.0092, 0.0254, 0.0462, -0.0418, -0.1408, 0.0014, 0.0803, 0.0676, 0.0306, 0.0436, 0.1399, 0.1399, 0.1342, 0.184, 0.2516, 0.1389, 0.1702, 0.1931, 0.2342, 0.2198, 0.0606, 0.0585, 0.0095, 0.1372, 0.1125, 0.039, 0.1042, 0.1215, 0.3026, 0.2566, 0.3137, 0.5102, 0.353, 0.3789, 0.4134, 0.368, 0.3276, 0.3365, 0.3386, 0.2325, 0.1726, 0.073, 0.2068, 0.1857, 0.2656, 0.2656, 0.3089, 0.3654, 0.4538, 0.5856, 0.6861, 0.7976, 0.8835, 0.9396, 0.923, 0.8276, 0.8511, 0.8208, 0.816, 0.8269, 0.7116, 0.686, 0.5761, 0.6421, 0.6077, 0.7968, 1.0519, 1.0461, 1.269, 1.149, 1.0592, 1.1645, 1.0832]}
{"unit_id": "orig:1990287452469187042", "ticker_idx": 1, "ts": "2025-11-17T05:14:41+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "institutions begin reallocating toward $NBIS and $IREN, which are increasingly viewed as having better long term positioning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rising credit-default risk on CoreWeave likely triggers institutional reallocation to Nebius and IREN, which have better long-term positioning.", "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": "Institutions still heavily allocated to $CRWV relative to the other Neo cloud operators. \n\nAcross the major holders the weightings tilt overwhelmingly toward $CRWV while $NBIS and $IREN remain meaningfully smaller. CoreWeave is now dealing with some recent perceived stress as rising probabilities of credit default. If that narrative deteriorates further the most logical response is that institutions begin reallocating toward $NBIS and $IREN, which are increasingly viewed as having better long term positioning. It is also notable that Millennium and Two Sigma have zero CoreWeave exposure while still holding meaningful positions in Nebius and Iren.\n\nFor context, many of the firms on this list are market makers and they often hold inventory as part of normal trading operations rather than long term conviction positions. Even so, this still reflects where liquidity and demand flow concentrate. When $CRWV dominates that inventory mix and $NBIS and $IREN remain thin it highlights how much trading activity is centered around CoreWeave and how quickly that liquidity could migrate if risk around its credit profile continues to rise.\n\nSource: 13 F Filings", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021936319740024524, "ret_signed_m1d": -0.021936319740024524, "alpha_spy_m1d": -0.031340556014585075, "alpha_c_m1d": -0.0413726811686318, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.019436361428607274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030373310089508276, "ret_signed_p1d": 0.030373310089508276, "alpha_spy_p1d": 0.038770771760193834, "alpha_c_p1d": 0.0319282160019031, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": -0.0015549059123948217, "ret_p1w": 0.022780042913534082, "ret_signed_p1w": 0.022780042913534082, "alpha_spy_p1w": 0.018183086035382212, "alpha_c_p1w": 0.014228022871690671, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.008552020041843411, "ret_p1m": -0.22822188841274238, "ret_signed_p1m": -0.22822188841274238, "alpha_spy_p1m": -0.24805165013073427, "alpha_c_p1m": -0.290223827335912, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.06200193892316963, "ret_p3m": -0.15566338519020417, "ret_signed_p3m": -0.15566338519020417, "alpha_spy_p3m": -0.18212269758256416, "alpha_c_p3m": -0.16383949308787138, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.008176107897667206, "ret_p6m": 0.19299729076836014, "ret_signed_p6m": 0.19299729076836014, "alpha_spy_p6m": 0.0777551577781499, "alpha_c_p6m": 0.18179527397606665, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.01120201679229349, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22822188841274238, "alpha_spy_stated": -0.24805165013073427, "alpha_c_stated": -0.290223827335912, "price_path": [-0.5832, -0.5868, -0.548, -0.5123, -0.5151, -0.5285, -0.514, -0.4415, -0.4415, -0.386, -0.405, -0.4489, -0.4484, -0.4476, -0.3632, -0.2907, -0.3071, -0.2837, -0.2166, -0.2312, -0.2006, -0.2339, -0.185, -0.1162, -0.119, -0.0057, -0.0236, -0.1171, -0.0312, -0.0101, -0.007, -0.0082, 0.0643, 0.2181, 0.301, 0.2675, 0.3468, 0.2607, 0.3529, 0.4672, 0.4339, 0.3042, 0.2807, 0.2491, 0.1642, 0.0932, 0.1782, 0.3267, 0.3708, 0.3166, 0.2744, 0.228, 0.2814, 0.429, 0.4054, 0.6117, 0.4124, 0.3158, 0.2691, 0.2103, 0.1749, 0.0262, -0.0219, 0.0, 0.0304, -0.0333, -0.0831, -0.1086, 0.0228, 0.0013, 0.0219, 0.0219, 0.0084, 0.0228, -0.1327, -0.0728, -0.0202, -0.057, -0.0226, -0.012, -0.0736, -0.0732, -0.1536, -0.2516, -0.2282, -0.2875, -0.2449, -0.158, -0.1133, -0.1126, -0.1145, -0.1145, -0.15, -0.1687, -0.1922, -0.2033, -0.2033, -0.0993, 0.0175, -0.0316, -0.0798, -0.0365, -0.0291, 0.0616, 0.1177, 0.1154, 0.0945, 0.2196, 0.2196, 0.1445, 0.128, 0.1023, 0.1955, 0.1044, 0.2653, 0.3276, 0.2622, 0.1335, 0.1196, 0.1472, -0.0521, -0.1607, -0.1177, -0.0266, -0.0945, -0.1, -0.1557, -0.1095, -0.1095, -0.1358, -0.1124, -0.0869, -0.1567, -0.1065, -0.0413, -0.0713, -0.0669, -0.1363, -0.127, -0.1806, -0.0753, -0.1537, -0.2259, -0.1808, -0.196, -0.1145, -0.1274, -0.123, -0.0521, -0.0939, -0.1097, -0.1213, -0.1291, -0.1107, -0.1327, -0.1261, -0.2101, -0.2599, -0.3331, -0.2769, -0.281, -0.2666, -0.2666, -0.259, -0.2462, -0.2232, -0.2183, -0.1706, -0.0915, -0.0008, 0.0297, 0.0061, 0.015, 0.0276, -0.0472, 0.0207, 0.0972, 0.0681, 0.02, -0.0626, -0.096, -0.0401, -0.0369, 0.0437, 0.1546, 0.2862, 0.1991, 0.2909, 0.1633, 0.193]}
{"unit_id": "reply:1970419869397979491", "ticker_idx": 0, "ts": "2025-09-23T09:28:00+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now buy $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Terse buy instruction on NBIS after praising TSLA patience play.", "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": "@realroseceline incredible. Now buy $NBIS", "reply_text": null, "parent_text": "Patience Turned $40k into $800k (a 20 bagger!)\n\nI invested in $TSLA a long time ago and never sold a share. I waited patiently through all the noise. I ignored the pundits who said the company was doomed and that competition would crush it. I ignored the headlines that told me to https://t.co/lKYi6Z3km6", "quoted_text": null, "parent_author": "realroseceline", "ret_m1d": -0.011131767566468054, "ret_signed_m1d": -0.011131767566468054, "alpha_spy_m1d": -0.01660493897714377, "alpha_c_m1d": -0.012567506591074529, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.001435739024606475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05037105891888216, "ret_signed_p1d": 0.05037105891888216, "alpha_spy_p1d": 0.05355281594210348, "alpha_c_p1d": 0.058647412057239445, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.008276353138357284, "ret_p1w": 0.041465616556267015, "ret_signed_p1w": 0.041465616556267015, "alpha_spy_p1w": 0.03698755034892254, "alpha_c_p1w": 0.04180343750323323, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": -0.00033782094696621634, "ret_p1m": -0.08515769986359101, "ret_signed_p1m": -0.08515769986359101, "alpha_spy_p1m": -0.09207843199526344, "alpha_c_p1m": -0.06176431445754693, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.023393385406044076, "ret_p3m": -0.17012990211586176, "ret_signed_p3m": -0.17012990211586176, "alpha_spy_p3m": -0.19936803049408347, "alpha_c_p3m": -0.15416831748075943, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": -0.015961584635102333, "ret_p6m": 0.09981441746035724, "ret_signed_p6m": 0.09981441746035724, "alpha_spy_p6m": 0.09955153672173012, "alpha_c_p6m": 0.1368217399699404, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.03700732250958316, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08515769986359101, "alpha_spy_stated": -0.09207843199526344, "alpha_c_stated": -0.06176431445754693, "price_path": [-0.5121, -0.5191, -0.4867, -0.5333, -0.5365, -0.5339, -0.5339, -0.5562, -0.5631, -0.5728, -0.5693, -0.5891, -0.5181, -0.5034, -0.5055, -0.5019, -0.5103, -0.5142, -0.5268, -0.5187, -0.5161, -0.5235, -0.5107, -0.5325, -0.5242, -0.4951, -0.5176, -0.4975, -0.4882, -0.489, -0.3942, -0.362, -0.3484, -0.3012, -0.3448, -0.3649, -0.3356, -0.3271, -0.3767, -0.3741, -0.3861, -0.3601, -0.3505, -0.3462, -0.3497, -0.3317, -0.3662, -0.3662, -0.3904, -0.391, -0.3979, -0.3927, -0.4058, -0.1121, -0.1337, -0.1726, -0.1613, -0.1562, -0.1704, -0.1273, -0.1269, -0.0788, -0.0111, 0.0, 0.0504, 0.0013, -0.0009, 0.0224, 0.0415, 0.0724, 0.1676, 0.1872, 0.159, 0.0918, 0.1317, 0.2304, 0.202, 0.2566, 0.1888, 0.1673, 0.1414, 0.0523, 0.0111, -0.0327, -0.0852, -0.0152, 0.0878, 0.1635, 0.1301, 0.1605, 0.1519, 0.2135, 0.1175, 0.0254, 0.0853, 0.0152, 0.0323, 0.0199, -0.0518, -0.1247, -0.1778, -0.225, -0.2024, -0.1601, -0.1181, -0.2148, -0.2276, -0.1475, -0.1755, -0.1216, -0.1216, -0.1199, -0.071, -0.1053, -0.0824, -0.0464, -0.0905, -0.0693, -0.1057, -0.1318, -0.1254, -0.1865, -0.2473, -0.2491, -0.3001, -0.2756, -0.1701, -0.1352, -0.1648, -0.1546, -0.1546, -0.1875, -0.2019, -0.2099, -0.2235, -0.2235, -0.1656, -0.1389, -0.0701, -0.1075, -0.0974, -0.0916, -0.0044, -0.022, -0.054, -0.0363, 0.0086, 0.0086, -0.0789, -0.0828, -0.1016, -0.1234, -0.1516, -0.0921, -0.0684, -0.1196, -0.2097, -0.1822, -0.1656, -0.2357, -0.3147, -0.2013, -0.1384, -0.1485, -0.178, -0.1676, -0.0908, -0.0908, -0.0954, -0.0557, -0.0018, -0.0917, -0.0667, -0.0484, -0.0156, -0.0271, -0.1541, -0.1558, -0.1948, -0.0929, -0.1127, -0.1713, -0.1193, -0.1055, 0.0389, 0.0022, 0.0478, 0.2045, 0.0791, 0.0998]}
{"unit_id": "orig:1993316063254053287", "ticker_idx": 0, "ts": "2025-11-25T13:49:18+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC - SMART STACK POSITIONS FOR DATA CENTER DEMAND", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC as Smart Stack's high-density battery system positions it to benefit from data center 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 - SMART STACK POSITIONS FOR DATA CENTER DEMAND\n\nSmart Stack says its new unit hits 7.5 megawatt hours and more than 500 megawatt hours per acre, making it one of the highest-density systems available today. This density is critical for data centers that need large amounts of storage within tight land and power constraints.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05784139776691222, "ret_signed_m1d": -0.05784139776691222, "alpha_spy_m1d": -0.04852320710120328, "alpha_c_m1d": -0.04852320710120328, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.009318190665708936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13237920409994652, "ret_signed_p1d": 0.13237920409994652, "alpha_spy_p1d": 0.12547562168194126, "alpha_c_p1d": 0.12547562168194126, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.006903582418005261, "ret_p1w": 0.190220544998982, "ret_signed_p1w": 0.190220544998982, "alpha_spy_p1w": 0.18057624318726462, "alpha_c_p1w": 0.18057624318726462, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.009644301811717382, "ret_p1m": 0.18246865726981865, "ret_signed_p1m": 0.18246865726981865, "alpha_spy_p1m": 0.15669156321825195, "alpha_c_p1m": 0.15669156321825195, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.025777094051566696, "ret_p3m": -0.013118736714242352, "ret_signed_p3m": -0.013118736714242352, "alpha_spy_p3m": -0.03748435389622451, "alpha_c_p3m": -0.03748435389622451, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.024365617181982158, "ret_p6m": 0.12939773506621122, "ret_signed_p6m": 0.12939773506621122, "alpha_spy_p6m": 0.025029404697842317, "alpha_c_p6m": 0.025029404697842317, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.1043683303683689, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18246865726981865, "alpha_spy_stated": 0.15669156321825195, "alpha_c_stated": 0.15669156321825195, "price_path": [-0.5379, -0.5587, -0.5587, -0.5868, -0.5975, -0.5975, -0.5498, -0.5701, -0.5957, -0.5969, -0.5862, -0.5826, -0.5593, -0.5528, -0.5564, -0.5277, -0.4419, -0.3679, -0.3912, -0.3333, -0.3005, -0.2898, -0.3202, -0.356, -0.198, -0.2218, -0.1777, -0.09, -0.1753, -0.1079, -0.1115, -0.2194, -0.0525, 0.1002, 0.2785, 0.1676, 0.0927, 0.1002, -0.0304, -0.0924, -0.0441, 0.164, 0.1175, 0.0793, 0.2093, 0.2206, 0.2522, 0.2409, 0.1437, 0.2355, 0.1819, 0.2397, 0.2993, 0.2361, 0.1455, -0.031, 0.068, 0.0274, 0.0149, 0.0024, -0.0751, -0.0817, -0.0578, 0.0, 0.1324, 0.1324, 0.1711, 0.1562, 0.1902, 0.1837, 0.3918, 0.4287, 0.3631, 0.4275, 0.4198, 0.5379, 0.3232, 0.2832, 0.2707, 0.1073, 0.1515, 0.1902, 0.2194, 0.1729, 0.1825, 0.1825, 0.2051, 0.1908, 0.1843, 0.1795, 0.1795, 0.3721, 0.3268, 0.3017, 0.226, 0.263, 0.3834, 0.3882, 0.4204, 0.3506, 0.5206, 0.6148, 0.6148, 0.5212, 0.5707, 0.6261, 0.6064, 0.6172, 0.6959, 0.8479, 0.8825, 0.8348, 0.842, 0.9219, 0.7287, 0.13, 0.1592, 0.1568, 0.1324, 0.0447, 0.04, 0.1008, 0.1008, 0.0602, 0.0394, -0.0125, -0.0131, -0.0417, -0.0167, -0.0262, -0.034, -0.0733, -0.0984, -0.1103, -0.0578, -0.0602, -0.1187, -0.0638, 0.0066, 0.0203, -0.0209, -0.0233, 0.0006, -0.0161, -0.0465, -0.0441, -0.0978, -0.0841, -0.037, -0.025, -0.1079, -0.1562, -0.2248, -0.1795, -0.2236, -0.2069, -0.2069, -0.2129, -0.2099, -0.2177, -0.1914, -0.1783, -0.186, -0.1175, -0.093, -0.1067, -0.1929, -0.2469, -0.2385, -0.195, -0.1938, -0.2021, -0.2033, -0.2636, -0.2946, -0.2737, -0.2731, -0.2648, -0.2433, -0.1914, 0.1312, 0.4407, 0.5045, 0.2689, 0.3178, 0.2487, 0.2385, 0.1652, 0.068, 0.1294]}
{"unit_id": "quote:1969071155442016548", "ticker_idx": 0, "ts": "2025-09-19T16:08:41+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RBRK is the most underestimated AI stock right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RBRK as the most underestimated AI stock, tied to AI transformation implications for cybersecurity.", "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": "quote", "lang": "en", "tweet_text": "$RBRK is the most underestimated AI stock right now", "reply_text": null, "parent_text": null, "quoted_text": "Last 30 years of B2B:\n\nAutomation Transformation -&gt; Digital Transformation -&gt; AI Transformation\n\nFirst two transformations were about human productivity acceleration but\n\nAI Transformation is about replacing human labor with AI\n\nThis has significant implications for cybersecurity", "parent_author": null, "ret_m1d": -0.02754588833849525, "ret_signed_m1d": -0.02754588833849525, "alpha_spy_m1d": -0.022617429893943553, "alpha_c_m1d": -0.022617429893943553, "bench_spy_m1d": -0.004928458444551698, "bench_c_m1d": -0.004928458444551698, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003240614432972855, "ret_signed_p1d": 0.003240614432972855, "alpha_spy_p1d": -0.0014903421962775276, "alpha_c_p1d": -0.0014903421962775276, "bench_spy_p1d": 0.004730956629250382, "bench_c_p1d": 0.004730956629250382, "ret_p1w": 0.023931173982424836, "ret_signed_p1w": 0.023931173982424836, "alpha_spy_p1w": 0.02676379508835902, "alpha_c_p1w": 0.02676379508835902, "bench_spy_p1w": -0.0028326211059341855, "bench_c_p1w": -0.0028326211059341855, "ret_p1m": -0.01769918657515701, "ret_signed_p1m": -0.01769918657515701, "alpha_spy_p1m": -0.029150119289070187, "alpha_c_p1m": -0.029150119289070187, "bench_spy_p1m": 0.011450932713913176, "bench_c_p1m": 0.011450932713913176, "ret_p3m": -0.08774773302959027, "ret_signed_p3m": -0.08774773302959027, "alpha_spy_p3m": -0.0993493420110455, "alpha_c_p3m": -0.0993493420110455, "bench_spy_p3m": 0.011601608981455236, "bench_c_p3m": 0.011601608981455236, "ret_p6m": -0.35597661713820783, "ret_signed_p6m": -0.35597661713820783, "alpha_spy_p6m": -0.36698599884533, "alpha_c_p6m": -0.36698599884533, "bench_spy_p6m": 0.011009381707122179, "bench_c_p6m": 0.011009381707122179, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01769918657515701, "alpha_spy_stated": -0.029150119289070187, "alpha_c_stated": -0.029150119289070187, "price_path": [0.123, 0.1288, 0.1479, 0.0891, 0.1167, 0.0617, 0.0667, 0.1103, 0.1103, 0.1199, 0.0828, 0.1416, 0.0737, 0.0537, 0.0699, 0.0886, 0.0905, 0.0835, 0.0982, 0.0785, 0.0441, 0.0575, 0.0683, 0.0595, 0.0858, 0.1121, 0.1893, 0.1835, 0.0925, 0.1532, 0.0911, 0.1438, 0.1185, 0.0895, 0.0682, 0.1012, 0.0978, 0.0526, 0.0698, 0.0684, 0.0466, 0.0607, 0.0624, 0.1064, 0.0947, 0.0616, 0.091, 0.1595, 0.1143, 0.1143, 0.0956, 0.0934, 0.0788, 0.1334, 0.1917, 0.2277, 0.0061, -0.0292, -0.0714, -0.0577, -0.0652, -0.079, -0.0275, 0.0, 0.0032, 0.0153, -0.0138, 0.0219, 0.0239, 0.0388, 0.0252, 0.0274, 0.0462, 0.0323, 0.0247, -0.0091, 0.0501, 0.0732, 0.0263, 0.0369, -0.0257, -0.0146, -0.0198, -0.0375, -0.0177, -0.0044, -0.0421, -0.042, -0.0404, -0.0304, -0.0512, -0.1036, -0.1144, -0.0618, -0.0552, -0.0951, -0.0982, -0.1084, -0.0897, -0.0519, -0.0573, -0.0783, -0.1212, -0.1082, -0.1314, -0.1425, -0.1265, -0.1563, -0.17, -0.16, -0.1413, -0.1503, -0.1503, -0.136, -0.145, -0.135, -0.1099, -0.1221, 0.0753, 0.1106, 0.1381, 0.1207, 0.0854, 0.0162, -0.0042, -0.0289, -0.0877, -0.0538, -0.0256, -0.0065, -0.0184, -0.0178, -0.0178, -0.0196, -0.0277, -0.0294, -0.0467, -0.0467, -0.0593, -0.0839, -0.0638, -0.0419, -0.1067, -0.1205, -0.1104, -0.1173, -0.1507, -0.1393, -0.1637, -0.1637, -0.1913, -0.1979, -0.1886, -0.1815, -0.1484, -0.224, -0.2124, -0.2775, -0.3026, -0.3213, -0.35, -0.3535, -0.3975, -0.3635, -0.3262, -0.3041, -0.313, -0.337, -0.3201, -0.3201, -0.3332, -0.3221, -0.3249, -0.3743, -0.4109, -0.3638, -0.3499, -0.3228, -0.3524, -0.3308, -0.3286, -0.3161, -0.3035, -0.2874, -0.2874, -0.3026, -0.2831, -0.3267, -0.334, -0.356]}
{"unit_id": "orig:1975553145108316193", "ticker_idx": 0, "ts": "2025-10-07T13:25:48+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you are thinking about selling your $NBIS shares, DON'T DO IT! This company, even without counting subsidiaries, should be worth at least $100 Billion. That means a share price of $398.20.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Strong buy on NBIS: 1GW power in FY26 = $10B ARR; company worth at least $100B implying $398.20/share.", "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": "If you are thinking about selling your $NBIS shares, DON’T DO IT! Very bad idea.\n\n1 GIGAWATT of power in FY26 equals $10 Billion (yes, Billion) in ARR per year. Tremendous numbers. The best numbers. HUGE numbers. Nobody believed it could be done, but they're just getting started.\n\nThis company, even without counting subsidiaries, should be worth at least $100 Billion. That means a share price of $398.20.\n\nTHANK YOU FOR YOUR ATTENTION TO THIS MATTER!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763492888399302, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877438838053804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.016799547268621873, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.02274684519888437, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": -0.23576891010628387, "alpha_spy_stated": -0.2597835551161811, "alpha_c_stated": -0.24626747955654982, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
{"unit_id": "orig:1973589618302865700", "ticker_idx": 0, "ts": "2025-10-02T03:23:27+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 think this is just the first leg. With tariffs resolved, a massive backlog, accelerating growth, and a shift toward high-margin recurring revenue, the underlying thesis is much stronger than what is reflected in today's price.", "tweet_type": "analysis", "timeline": "months", "summary": "Long FLNC post-25% move as first leg only; tariff resolution, $4.5B+ backlog, ARR margin expansion, AES/BLK overhang removal, and AI datacenter optionality set up further re-rating. Also bullish EOSE.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC - The market finally woke up to $FLNC today, sending shares up 25%. But I think this is just the first leg. With tariffs resolved, a massive backlog, accelerating growth, and a shift toward high-margin recurring revenue, the underlying thesis is much stronger than what is reflected in today’s price. And given management’s recent comments, I would not be surprised if a major AI data center deal is announced sooner rather than later and send the stock flying.\n\nEarlier this year tariffs delayed projects and triggered a brutal selloff. The stock nosedived nearly 50 percent in one session. That was a clear overreaction. Those projects were not cancelled, they were deferred. With tariff certainty now in place, management confirmed on the Q2 call that 100% of those projects will land in the back half. This sets up for a monster Q3 as revenue recognition catches up to a $4.5B+ backlog.\n\nSecond, margins. Today $FLNC runs at roughly 15% gross margin, which looks weak but is standard for EPC and integration. The overlooked piece is the transition. Fluence is building recurring software and services revenue through Fluence IQ and fleet operations. Management guided to about $145M in ARR by FY25. That revenue carries 50 to 70 percent software-like margins. Even a few hundred million of ARR at those levels can significantly expand blended profitability. This is the foundation for a long-term rerating.\n\nThird, policy and ownership noise could now flip into catalysts. A major overhang on $FLNC has been the FEOC rules, which restrict access to IRA tax credits if a majority shareholder has Chinese ties. Because $AES, Fluence’s largest owner, has JV exposure to China, nearly every investor call centered on whether Fluence would even qualify. That cloud hung over the stock for months. Today it was reported that $BLK (BlackRock) is in talks to acquire $AES. The last time this rumor surfaced earlier this year, $FLNC doubled in a week. With that overhang potentially removed and BlackRock stepping in as a clean majority shareholder, the single biggest structural doubt in the story could flip into a powerful re-rating catalyst.\n\nFourth, capacity deployed. $FLNC has over 15 GW deployed worldwide today, making it one of the only scaled players in the sector. For context, energy storage is $TSLA's fastest growing business segment, which shows how powerful this market has become. $FLNC already competes at scale in the same secular trend. For comparison, $EOSE, which I am also extremely bullish on and will be writing up soon, has essentially zero gigawatts deployed. Yet the market values $EOSE at roughly 50 percent more than $FLNC. That disparity is glaring and underscores how cheap Fluence is on a capacity basis given its proven execution.\n\nFinally, and most overlooked. In my research I found that in 2022 Fluence actually signed a deal with $GOOG for one of their data centers. That alone shows they have already been trusted by the very top tier of hyperscalers. Now imagine what kind of deals they could have in the pipeline three years later, with AI workloads exploding and data centers scrambling for clean, fast, reliable storage. This is not just speculation. On the most recent earnings call management explicitly said they expect to announce AI data center deals soon. That comment went largely unnoticed, but if even one hyperscale win is confirmed, the market will realize that Fluence is not a low-margin EPC story. It is an AI infrastructure story hiding in plain sight. Just look at what happened with $BE earlier this year when they announced a deal with $ORCL. The stock re-rated immediately. A similar dynamic could play out here.\n\nThe result is a company that is still priced like a low-margin contractor but is evolving into a software-enabled operator with sticky ARR, a massive installed base, and exposure to some of the fastest-growing end-markets in the world. Even after today’s 25 percent gain, the setup for margin expansion, AI optionality, and deployment scale makes this story look very early.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03065131131678167, "ret_signed_m1d": 0.03065131131678167, "alpha_spy_m1d": 0.03180171898042783, "alpha_c_m1d": 0.03180171898042783, "bench_spy_m1d": -0.001150407663646158, "bench_c_m1d": -0.001150407663646158, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05670496247529133, "ret_signed_p1d": 0.05670496247529133, "alpha_spy_p1d": 0.05671976788167399, "alpha_c_p1d": 0.05671976788167399, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": -1.4805406382656372e-05, "ret_p1w": 0.1417624061882281, "ret_signed_p1w": 0.1417624061882281, "alpha_spy_p1w": 0.13886339726764896, "alpha_c_p1w": 0.13886339726764896, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": 0.002899008920579149, "ret_p1m": 0.6091953787793363, "ret_signed_p1m": 0.6091953787793363, "alpha_spy_p1m": 0.5900087675750094, "alpha_c_p1m": 0.5900087675750094, "bench_spy_p1m": 0.019186611204326853, "bench_c_p1m": 0.019186611204326853, "ret_p3m": 0.5218391049872635, "ret_signed_p3m": 0.5218391049872635, "alpha_spy_p3m": 0.49222240684301544, "alpha_c_p3m": 0.49222240684301544, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.029616698144248055, "ret_p6m": 0.08429114266039472, "ret_signed_p6m": 0.08429114266039472, "alpha_spy_p6m": 0.1313898991350012, "alpha_c_p6m": 0.1313898991350012, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.6091953787793363, "alpha_spy_stated": 0.5900087675750094, "alpha_c_stated": 0.5900087675750094, "price_path": [-0.3885, -0.3556, -0.3303, -0.3433, -0.3739, -0.3916, -0.3625, -0.3663, -0.3686, -0.3134, -0.2697, -0.2176, -0.2766, -0.2828, -0.2812, -0.3226, -0.3525, -0.3716, -0.3778, -0.4038, -0.3502, -0.3448, -0.3525, -0.305, -0.2958, -0.2996, -0.4352, -0.4215, -0.4203, -0.3908, -0.3824, -0.4008, -0.4268, -0.4759, -0.4222, -0.4276, -0.4192, -0.4421, -0.4061, -0.433, -0.433, -0.469, -0.4828, -0.4828, -0.4215, -0.4475, -0.4805, -0.482, -0.4682, -0.4636, -0.4337, -0.4253, -0.4299, -0.3931, -0.2828, -0.1877, -0.2176, -0.1433, -0.1011, -0.0874, -0.1264, -0.1724, 0.0307, 0.0, 0.0567, 0.1693, 0.0598, 0.1464, 0.1418, 0.0031, 0.2176, 0.4138, 0.6429, 0.5004, 0.4042, 0.4138, 0.246, 0.1663, 0.2284, 0.4958, 0.436, 0.387, 0.554, 0.5686, 0.6092, 0.5946, 0.4697, 0.5877, 0.5188, 0.5931, 0.6697, 0.5885, 0.472, 0.2452, 0.3724, 0.3203, 0.3042, 0.2881, 0.1885, 0.1801, 0.2107, 0.2851, 0.4552, 0.4552, 0.505, 0.4858, 0.5295, 0.5211, 0.7885, 0.836, 0.7517, 0.8345, 0.8245, 0.9762, 0.7004, 0.649, 0.633, 0.423, 0.4797, 0.5295, 0.567, 0.5073, 0.5195, 0.5195, 0.5487, 0.5303, 0.5218, 0.5157, 0.5157, 0.7632, 0.705, 0.6728, 0.5755, 0.623, 0.7778, 0.7839, 0.8253, 0.7356, 0.954, 1.0751, 1.0751, 0.9548, 1.0184, 1.0897, 1.0644, 1.0782, 1.1793, 1.3747, 1.4192, 1.3579, 1.367, 1.4697, 1.2215, 0.4521, 0.4897, 0.4866, 0.4552, 0.3425, 0.3364, 0.4146, 0.4146, 0.3625, 0.3356, 0.269, 0.2682, 0.2314, 0.2636, 0.2513, 0.2414, 0.1908, 0.1586, 0.1433, 0.2107, 0.2077, 0.1326, 0.2031, 0.2935, 0.3111, 0.2582, 0.2552, 0.2858, 0.2644, 0.2253, 0.2284, 0.1594, 0.177, 0.2375, 0.2529, 0.1464, 0.0843]}
{"unit_id": "orig:1973589618302865700", "ticker_idx": 1, "ts": "2025-10-02T03:23:27+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$EOSE, which I am also extremely bullish on and will be writing up soon", "tweet_type": "analysis", "timeline": "months", "summary": "Long FLNC post-25% move as first leg only; tariff resolution, $4.5B+ backlog, ARR margin expansion, AES/BLK overhang removal, and AI datacenter optionality set up further re-rating. Also bullish EOSE.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC - The market finally woke up to $FLNC today, sending shares up 25%. But I think this is just the first leg. With tariffs resolved, a massive backlog, accelerating growth, and a shift toward high-margin recurring revenue, the underlying thesis is much stronger than what is reflected in today’s price. And given management’s recent comments, I would not be surprised if a major AI data center deal is announced sooner rather than later and send the stock flying.\n\nEarlier this year tariffs delayed projects and triggered a brutal selloff. The stock nosedived nearly 50 percent in one session. That was a clear overreaction. Those projects were not cancelled, they were deferred. With tariff certainty now in place, management confirmed on the Q2 call that 100% of those projects will land in the back half. This sets up for a monster Q3 as revenue recognition catches up to a $4.5B+ backlog.\n\nSecond, margins. Today $FLNC runs at roughly 15% gross margin, which looks weak but is standard for EPC and integration. The overlooked piece is the transition. Fluence is building recurring software and services revenue through Fluence IQ and fleet operations. Management guided to about $145M in ARR by FY25. That revenue carries 50 to 70 percent software-like margins. Even a few hundred million of ARR at those levels can significantly expand blended profitability. This is the foundation for a long-term rerating.\n\nThird, policy and ownership noise could now flip into catalysts. A major overhang on $FLNC has been the FEOC rules, which restrict access to IRA tax credits if a majority shareholder has Chinese ties. Because $AES, Fluence’s largest owner, has JV exposure to China, nearly every investor call centered on whether Fluence would even qualify. That cloud hung over the stock for months. Today it was reported that $BLK (BlackRock) is in talks to acquire $AES. The last time this rumor surfaced earlier this year, $FLNC doubled in a week. With that overhang potentially removed and BlackRock stepping in as a clean majority shareholder, the single biggest structural doubt in the story could flip into a powerful re-rating catalyst.\n\nFourth, capacity deployed. $FLNC has over 15 GW deployed worldwide today, making it one of the only scaled players in the sector. For context, energy storage is $TSLA's fastest growing business segment, which shows how powerful this market has become. $FLNC already competes at scale in the same secular trend. For comparison, $EOSE, which I am also extremely bullish on and will be writing up soon, has essentially zero gigawatts deployed. Yet the market values $EOSE at roughly 50 percent more than $FLNC. That disparity is glaring and underscores how cheap Fluence is on a capacity basis given its proven execution.\n\nFinally, and most overlooked. In my research I found that in 2022 Fluence actually signed a deal with $GOOG for one of their data centers. That alone shows they have already been trusted by the very top tier of hyperscalers. Now imagine what kind of deals they could have in the pipeline three years later, with AI workloads exploding and data centers scrambling for clean, fast, reliable storage. This is not just speculation. On the most recent earnings call management explicitly said they expect to announce AI data center deals soon. That comment went largely unnoticed, but if even one hyperscale win is confirmed, the market will realize that Fluence is not a low-margin EPC story. It is an AI infrastructure story hiding in plain sight. Just look at what happened with $BE earlier this year when they announced a deal with $ORCL. The stock re-rated immediately. A similar dynamic could play out here.\n\nThe result is a company that is still priced like a low-margin contractor but is evolving into a software-enabled operator with sticky ARR, a massive installed base, and exposure to some of the fastest-growing end-markets in the world. Even after today’s 25 percent gain, the setup for margin expansion, AI optionality, and deployment scale makes this story look very early.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0008090800290947442, "ret_signed_m1d": 0.0008090800290947442, "alpha_spy_m1d": 0.001959487692740902, "alpha_c_m1d": 0.0034030356842015275, "bench_spy_m1d": -0.001150407663646158, "bench_c_m1d": -0.0025939556551067833, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019417534907683054, "ret_signed_p1d": 0.019417534907683054, "alpha_spy_p1d": 0.01943234031406571, "alpha_c_p1d": 0.018055725656803023, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": 0.0013618092508800306, "ret_p1w": 0.18446608009521936, "ret_signed_p1w": 0.18446608009521936, "alpha_spy_p1w": 0.18156707117464022, "alpha_c_p1w": 0.19036758624047967, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": -0.005901506145260305, "ret_p1m": 0.2969256579214883, "ret_signed_p1m": 0.2969256579214883, "alpha_spy_p1m": 0.27773904671716143, "alpha_c_p1m": 0.2913484586190125, "bench_spy_p1m": 0.019186611204326853, "bench_c_p1m": 0.005577199302475799, "ret_p3m": -0.08171515398561413, "ret_signed_p3m": -0.08171515398561413, "alpha_spy_p3m": -0.11133185212986219, "alpha_c_p3m": -0.09958636753603034, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.01787121355041621, "ret_p6m": -0.6067960947807239, "ret_signed_p6m": -0.6067960947807239, "alpha_spy_p6m": -0.5596973383061175, "alpha_c_p6m": -0.6456684971567782, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.2969256579214883, "alpha_spy_stated": 0.27773904671716143, "alpha_c_stated": 0.2913484586190125, "price_path": [-0.5833, -0.6125, -0.623, -0.6238, -0.6254, -0.5655, -0.5817, -0.5898, -0.5712, -0.5251, -0.5146, -0.5121, -0.4951, -0.4854, -0.4846, -0.5, -0.5182, -0.521, -0.5388, -0.5542, -0.4976, -0.4733, -0.4773, -0.4693, -0.4846, -0.4862, -0.5057, -0.4871, -0.4879, -0.5259, -0.4879, -0.5105, -0.5154, -0.5129, -0.4887, -0.4927, -0.4401, -0.4239, -0.4231, -0.4417, -0.4417, -0.3924, -0.3835, -0.4061, -0.4167, -0.4442, -0.4353, -0.4442, -0.4159, -0.3366, -0.3301, -0.3293, -0.3123, -0.2718, -0.2104, -0.1715, -0.178, -0.1383, -0.1513, -0.1812, -0.0963, -0.0785, 0.0008, 0.0, 0.0194, 0.1214, 0.1052, 0.199, 0.1845, 0.1181, 0.3794, 0.3738, 0.479, 0.25, 0.2168, 0.2144, 0.3188, 0.2184, 0.1618, 0.2994, 0.2443, 0.2144, 0.1626, 0.1586, 0.2969, 0.2638, 0.1408, 0.2023, 0.2371, 0.4773, 0.5526, 0.4984, 0.3972, 0.2302, 0.1165, 0.0518, 0.0906, 0.034, 0.0421, 0.0, 0.0615, 0.0841, 0.1497, 0.1497, 0.2176, 0.1007, 0.034, 0.0963, 0.2613, 0.2128, 0.2484, 0.2095, 0.1966, 0.3301, 0.2006, 0.1028, 0.0761, -0.0073, -0.004, 0.0574, 0.0429, -0.0324, -0.0275, -0.0275, -0.0413, -0.0817, -0.0817, -0.0728, -0.0728, 0.0494, 0.089, 0.1448, 0.1311, 0.1343, 0.2362, 0.305, 0.3608, 0.3997, 0.3657, 0.4118, 0.4118, 0.4013, 0.4183, 0.4741, 0.3843, 0.3099, 0.2144, 0.3495, 0.3034, 0.1845, 0.1424, 0.1655, 0.0032, -0.0874, -0.004, 0.0712, -0.0113, -0.0631, -0.127, -0.1019, -0.1019, -0.0736, -0.0647, -0.0736, -0.1343, -0.1602, -0.0712, -0.0995, -0.4547, -0.5392, -0.5227, -0.5097, -0.4539, -0.4563, -0.504, -0.5008, -0.4814, -0.4782, -0.5049, -0.538, -0.5502, -0.5437, -0.5728, -0.5534, -0.5801, -0.568, -0.5882, -0.5874, -0.61, -0.6068]}
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{"unit_id": "quote:1983645059410272636", "ticker_idx": 0, "ts": "2025-10-29T21:20:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS, citing META's aggressive AI capex expansion as a tailwind.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "Long $NBIS", "reply_text": null, "parent_text": null, "quoted_text": "$META ON AI CAPEX:\n\n“As we have begun to plan for next year, it's become clear that our compute needs have continued to expand meaningfully… We expect to invest aggressively to meet these needs, both by building our own infrastructure and contracting with third-party cloud https://t.co/L15x1bt0tf", "parent_author": null, "ret_m1d": 0.007408585655374278, "ret_signed_m1d": 0.007408585655374278, "alpha_spy_m1d": -0.003711906743655291, "alpha_c_m1d": -0.009823732722910039, "bench_spy_m1d": 0.011120492399029569, "bench_c_m1d": 0.017232318378284317, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05347082463138153, "ret_signed_p1d": 0.05347082463138153, "alpha_spy_p1d": 0.05019060254379837, "alpha_c_p1d": 0.04918466473649907, "bench_spy_p1d": 0.0032802220875831622, "bench_c_p1d": 0.0042861598948824575, "ret_p1w": -0.11869864573639544, "ret_signed_p1w": -0.11869864573639544, "alpha_spy_p1w": -0.10469514988650641, "alpha_c_p1w": -0.1019036438858475, "bench_spy_p1w": -0.014003495849889025, "bench_c_p1w": -0.01679500185054794, "ret_p1m": -0.2360283257091611, "ret_signed_p1m": -0.2360283257091611, "alpha_spy_p1m": -0.24126494915883834, "alpha_c_p1m": -0.2453880711470353, "bench_spy_p1m": 0.005236623449677236, "bench_c_p1m": 0.009359745437874212, "ret_p3m": -0.2118698461421823, "ret_signed_p3m": -0.2118698461421823, "alpha_spy_p3m": -0.23792794995909305, "alpha_c_p3m": -0.2377485601002699, "bench_spy_p3m": 0.02605810381691076, "bench_c_p3m": 0.025878713958087607, "ret_p6m": 0.18505398051586086, "ret_signed_p6m": 0.18505398051586086, "alpha_spy_p6m": 0.1288999567263751, "alpha_c_p6m": 0.1678745926566405, "bench_spy_p6m": 0.05615402378948575, "bench_c_p6m": 0.017179387859220352, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2360283257091611, "alpha_spy_stated": -0.24126494915883834, "alpha_c_stated": -0.2453880711470353, "price_path": [-0.5638, -0.5557, -0.5564, -0.4741, -0.4461, -0.4344, -0.3934, -0.4312, -0.4487, -0.4233, -0.4158, -0.4589, -0.4567, -0.4671, -0.4445, -0.4361, -0.4324, -0.4355, -0.4199, -0.4498, -0.4498, -0.4708, -0.4713, -0.4773, -0.4728, -0.4841, -0.2292, -0.2479, -0.2818, -0.2719, -0.2675, -0.2798, -0.2424, -0.2421, -0.2003, -0.1416, -0.1319, -0.0882, -0.1308, -0.1327, -0.1124, -0.0959, -0.069, 0.0136, 0.0306, 0.0061, -0.0522, -0.0176, 0.0681, 0.0435, 0.0908, 0.032, 0.0133, -0.0092, -0.0865, -0.1222, -0.1603, -0.2058, -0.1451, -0.0557, 0.0101, -0.0189, 0.0074, 0.0, 0.0535, -0.0299, -0.1098, -0.0578, -0.1187, -0.1039, -0.1146, -0.1768, -0.2401, -0.2863, -0.3273, -0.3076, -0.2709, -0.2344, -0.3184, -0.3295, -0.2599, -0.2843, -0.2375, -0.2375, -0.236, -0.1935, -0.2233, -0.2034, -0.1722, -0.2105, -0.1921, -0.2236, -0.2463, -0.2408, -0.2938, -0.3466, -0.3481, -0.3924, -0.3712, -0.2796, -0.2492, -0.275, -0.2661, -0.2661, -0.2947, -0.3071, -0.3141, -0.3259, -0.3259, -0.2756, -0.2525, -0.1928, -0.2252, -0.2165, -0.2114, -0.1357, -0.151, -0.1788, -0.1634, -0.1244, -0.1244, -0.2004, -0.2038, -0.2201, -0.239, -0.2635, -0.2119, -0.1913, -0.2357, -0.314, -0.2901, -0.2756, -0.3365, -0.4051, -0.3067, -0.2521, -0.2608, -0.2864, -0.2774, -0.2107, -0.2107, -0.2147, -0.1802, -0.1334, -0.2115, -0.1898, -0.1739, -0.1454, -0.1554, -0.2657, -0.2671, -0.301, -0.2126, -0.2297, -0.2806, -0.2355, -0.2235, -0.0981, -0.13, -0.0904, 0.0457, -0.0632, -0.0453, -0.0214, -0.0528, -0.0808, -0.0746, -0.0732, -0.1466, -0.1881, -0.257, -0.1644, -0.179, -0.1237, -0.1237, -0.0937, -0.0546, 0.0066, 0.0978, 0.1674, 0.2446, 0.3041, 0.343, 0.3315, 0.2654, 0.2817, 0.2607, 0.2574, 0.2649, 0.1851]}
{"unit_id": "reply:1983374741323837710", "ticker_idx": 0, "ts": "2025-10-29T03:26:02+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just buy any of the below stocks. $TE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy TE, FLNC, EOSE, SEI, GEV as solar/energy storage plays on data center and residential energy demand.", "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": "@LiebermanAustin Austin you can finally redeem yourself for your artic ice cold $NBIS take. Invest then investigate. Don’t let your indecision stop your from finally outperforming the market. I’ll make it easy for you. Just buy any of the below stocks.\n\n$TE\n$FLNC\n$EOSE\n$SEI\n$GEV", "reply_text": null, "parent_text": "Solar has to be part of the solution here…right?\n\nIt’s part of the solution for data centers, but also an option on the residential side to help keep energy prices stable + avoid blackouts.", "quoted_text": null, "parent_author": "LiebermanAustin", "ret_m1d": 0.02777781825006853, "ret_signed_m1d": 0.02777781825006853, "alpha_spy_m1d": 0.028257958243599224, "alpha_c_m1d": 0.030357054815101425, "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": 0.011111167036458314, "ret_signed_p1d": 0.011111167036458314, "alpha_spy_p1d": 0.022109354178966423, "alpha_c_p1d": 0.013625890430780108, "bench_spy_p1d": -0.010998187142508109, "bench_c_p1d": -0.002514723394321794, "ret_p1w": 0.13611118359330443, "ret_signed_p1w": 0.13611118359330443, "alpha_spy_p1w": 0.15038252347932957, "alpha_c_p1w": 0.14823390312715812, "bench_spy_p1w": -0.014271339886025136, "bench_c_p1w": -0.012122719533853688, "ret_p1m": 0.06666667108182556, "ret_signed_p1m": 0.06666667108182556, "alpha_spy_p1m": 0.07788303856448553, "alpha_c_p1m": 0.08136872643174398, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.01470205534991842, "ret_p3m": 1.2611112663775357, "ret_signed_p3m": 1.2611112663775357, "alpha_spy_p3m": 1.2503649221963928, "alpha_c_p3m": 1.1975116021636267, "bench_spy_p3m": 0.010746344181142842, "bench_c_p3m": 0.06359966421390895, "ret_p6m": 0.4972222247977316, "ret_signed_p6m": 0.4972222247977316, "alpha_spy_p6m": 0.46071618643075896, "alpha_c_p6m": 0.3677599728434291, "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": 0.06666667108182556, "alpha_spy_stated": 0.07788303856448553, "alpha_c_stated": 0.08136872643174398, "price_path": [-0.6778, -0.6556, -0.6528, -0.6528, -0.6472, -0.6444, -0.6556, -0.6528, -0.6278, -0.65, -0.5889, -0.5694, -0.5944, -0.6306, -0.5889, -0.5583, -0.55, -0.5528, -0.5611, -0.5444, -0.5417, -0.5417, -0.475, -0.4917, -0.4861, -0.45, -0.45, -0.4611, -0.4806, -0.4778, -0.4833, -0.5056, -0.5139, -0.5083, -0.4833, -0.4583, -0.4361, -0.4889, -0.3889, -0.3694, -0.3889, -0.3528, -0.3944, -0.3361, -0.3444, -0.2972, -0.2222, -0.2056, -0.1861, 0.0639, 0.0111, -0.0278, 0.1139, 0.4556, 0.3028, 0.2, 0.3222, 0.2444, 0.1417, 0.0306, -0.0361, 0.0639, 0.0278, 0.0, 0.0111, 0.0333, -0.05, 0.0222, 0.1361, 0.0222, 0.0583, 0.25, 0.225, 0.0694, -0.0306, -0.0667, -0.1167, -0.15, -0.1972, -0.2444, -0.2444, -0.1278, -0.0861, 0.0667, 0.0667, 0.1444, 0.2417, 0.3167, 0.2556, 0.4194, 0.6194, 0.6722, 0.8694, 0.7083, 0.6306, 0.4861, 0.4056, 0.5111, 0.5056, 0.6722, 0.7861, 1.0278, 0.975, 0.9583, 0.9583, 0.8889, 0.7833, 0.8056, 0.8556, 0.8556, 1.1778, 1.2778, 1.125, 1.0222, 0.8917, 0.9278, 1.0028, 1.1833, 1.1833, 1.0583, 1.2694, 1.2694, 1.3, 1.1722, 1.325, 1.3611, 1.2611, 1.5333, 1.6361, 1.4667, 1.3139, 1.4056, 1.525, 1.1472, 1.0194, 1.2972, 1.1222, 1.0861, 0.9028, 0.725, 0.7, 0.7, 0.7889, 0.7944, 0.7528, 0.725, 0.7472, 0.9694, 1.0056, 1.025, 0.7111, 0.9, 0.8083, 0.9722, 0.8917, 0.8667, 0.9889, 1.2167, 1.2611, 1.15, 1.1167, 1.1444, 1.1639, 1.0361, 1.1417, 0.8333, 0.9, 0.8361, 0.8556, 0.7444, 0.6, 0.5611, 0.2194, 0.2444, 0.1639, 0.1639, 0.125, 0.0917, 0.1583, 0.1611, 0.3028, 0.4194, 0.35, 0.4833, 0.3861, 0.3972, 0.3833, 0.4139, 0.4972, 0.4972]}
{"unit_id": "reply:1983374741323837710", "ticker_idx": 1, "ts": "2025-10-29T03:26:02+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just buy any of the below stocks. $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy TE, FLNC, EOSE, SEI, GEV as solar/energy storage plays on data center and residential energy 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": "@LiebermanAustin Austin you can finally redeem yourself for your artic ice cold $NBIS take. Invest then investigate. Don’t let your indecision stop your from finally outperforming the market. I’ll make it easy for you. Just buy any of the below stocks.\n\n$TE\n$FLNC\n$EOSE\n$SEI\n$GEV", "reply_text": null, "parent_text": "Solar has to be part of the solution here…right?\n\nIt’s part of the solution for data centers, but also an option on the residential side to help keep energy prices stable + avoid blackouts.", "quoted_text": null, "parent_author": "LiebermanAustin", "ret_m1d": -0.1074950804420497, "ret_signed_m1d": -0.1074950804420497, "alpha_spy_m1d": -0.107014940448519, "alpha_c_m1d": -0.107014940448519, "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": 0.009368768258183557, "ret_signed_p1d": 0.009368768258183557, "alpha_spy_p1d": 0.020366955400691666, "alpha_c_p1d": 0.020366955400691666, "bench_spy_p1d": -0.010998187142508109, "bench_c_p1d": -0.010998187142508109, "ret_p1w": 0.02169618401436879, "ret_signed_p1w": 0.02169618401436879, "alpha_spy_p1w": 0.03596752390039393, "alpha_c_p1w": 0.03596752390039393, "bench_spy_p1w": -0.014271339886025136, "bench_c_p1w": -0.014271339886025136, "ret_p1m": -0.06360951044626029, "ret_signed_p1m": -0.06360951044626029, "alpha_spy_p1m": -0.052393142963600314, "alpha_c_p1m": -0.052393142963600314, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.011216367482659972, "ret_p3m": 0.33727810261328384, "ret_signed_p3m": 0.33727810261328384, "alpha_spy_p3m": 0.326531758432141, "alpha_c_p3m": 0.326531758432141, "bench_spy_p3m": 0.010746344181142842, "bench_c_p3m": 0.010746344181142842, "ret_p6m": -0.33333333333333337, "ret_signed_p6m": -0.33333333333333337, "alpha_spy_p6m": -0.369839371700306, "alpha_c_p6m": -0.369839371700306, "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": -0.06360951044626029, "alpha_spy_stated": -0.052393142963600314, "alpha_c_stated": -0.052393142963600314, "price_path": [-0.6164, -0.5819, -0.5784, -0.5833, -0.5528, -0.5468, -0.5493, -0.6366, -0.6277, -0.627, -0.608, -0.6026, -0.6144, -0.6312, -0.6627, -0.6282, -0.6317, -0.6262, -0.641, -0.6179, -0.6351, -0.6351, -0.6583, -0.6672, -0.6672, -0.6277, -0.6445, -0.6657, -0.6667, -0.6578, -0.6548, -0.6356, -0.6302, -0.6331, -0.6095, -0.5385, -0.4773, -0.4965, -0.4487, -0.4216, -0.4127, -0.4379, -0.4675, -0.3368, -0.3565, -0.32, -0.2475, -0.318, -0.2623, -0.2653, -0.3545, -0.2165, -0.0902, 0.0572, -0.0345, -0.0964, -0.0902, -0.1982, -0.2495, -0.2096, -0.0375, -0.0759, -0.1075, 0.0, 0.0094, 0.0355, 0.0261, -0.0542, 0.0217, -0.0227, 0.0251, 0.0745, 0.0222, -0.0528, -0.1987, -0.1169, -0.1504, -0.1607, -0.1711, -0.2352, -0.2406, -0.2209, -0.1731, -0.0636, -0.0636, -0.0316, -0.0439, -0.0158, -0.0212, 0.1509, 0.1815, 0.1272, 0.1805, 0.1741, 0.2717, 0.0942, 0.0611, 0.0508, -0.0843, -0.0478, -0.0158, 0.0084, -0.0301, -0.0222, -0.0222, -0.0035, -0.0153, -0.0207, -0.0247, -0.0247, 0.1346, 0.0971, 0.0764, 0.0138, 0.0444, 0.144, 0.1479, 0.1746, 0.1169, 0.2574, 0.3353, 0.3353, 0.2579, 0.2988, 0.3447, 0.3284, 0.3373, 0.4024, 0.5281, 0.5567, 0.5173, 0.5232, 0.5893, 0.4295, -0.0656, -0.0414, -0.0434, -0.0636, -0.1361, -0.14, -0.0897, -0.0897, -0.1233, -0.1405, -0.1834, -0.1839, -0.2076, -0.1869, -0.1948, -0.2012, -0.2337, -0.2544, -0.2643, -0.2209, -0.2229, -0.2712, -0.2258, -0.1677, -0.1563, -0.1903, -0.1923, -0.1726, -0.1864, -0.2115, -0.2096, -0.2539, -0.2426, -0.2036, -0.1938, -0.2623, -0.3023, -0.359, -0.3215, -0.358, -0.3442, -0.3442, -0.3491, -0.3466, -0.3531, -0.3314, -0.3205, -0.3269, -0.2702, -0.25, -0.2613, -0.3326, -0.3772, -0.3703, -0.3343, -0.3333]}
{"unit_id": "reply:1983374741323837710", "ticker_idx": 2, "ts": "2025-10-29T03:26:02+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just buy any of the below stocks. $EOSE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy TE, FLNC, EOSE, SEI, GEV as solar/energy storage plays on data center and residential energy demand.", "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": "@LiebermanAustin Austin you can finally redeem yourself for your artic ice cold $NBIS take. Invest then investigate. Don’t let your indecision stop your from finally outperforming the market. I’ll make it easy for you. Just buy any of the below stocks.\n\n$TE\n$FLNC\n$EOSE\n$SEI\n$GEV", "reply_text": null, "parent_text": "Solar has to be part of the solution here…right?\n\nIt’s part of the solution for data centers, but also an option on the residential side to help keep energy prices stable + avoid blackouts.", "quoted_text": null, "parent_author": "LiebermanAustin", "ret_m1d": 0.044537254587309505, "ret_signed_m1d": 0.044537254587309505, "alpha_spy_m1d": 0.0450173945808402, "alpha_c_m1d": 0.0471164911523424, "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": -0.0034794844212288067, "ret_signed_p1d": -0.0034794844212288067, "alpha_spy_p1d": 0.007518702721279302, "alpha_c_p1d": -0.0009647610269070128, "bench_spy_p1d": -0.010998187142508109, "bench_c_p1d": -0.002514723394321794, "ret_p1w": 0.034098801323622974, "ret_signed_p1w": 0.034098801323622974, "alpha_spy_p1w": 0.04837014120964811, "alpha_c_p1w": 0.04622152085747666, "bench_spy_p1w": -0.014271339886025136, "bench_c_p1w": -0.012122719533853688, "ret_p1m": -0.01113429705541602, "ret_signed_p1m": -0.01113429705541602, "alpha_spy_p1m": 8.207042724395208e-05, "alpha_c_p1m": 0.003567758294502399, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.01470205534991842, "ret_p3m": 0.1266527949194709, "ret_signed_p3m": 0.1266527949194709, "alpha_spy_p3m": 0.11590645073832806, "alpha_c_p3m": 0.06305313070556195, "bench_spy_p3m": 0.010746344181142842, "bench_c_p3m": 0.06359966421390895, "ret_p6m": -0.5177453108191863, "ret_signed_p6m": -0.5177453108191863, "alpha_spy_p6m": -0.5542513491861589, "alpha_c_p6m": -0.6472075627734888, "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": -0.01113429705541602, "alpha_spy_stated": 8.207042724395208e-05, "alpha_c_stated": 0.003567758294502399, "price_path": [-0.6166, -0.5678, -0.547, -0.5505, -0.5435, -0.5567, -0.5581, -0.5748, -0.5588, -0.5595, -0.5922, -0.5595, -0.579, -0.5832, -0.5811, -0.5602, -0.5637, -0.5184, -0.5045, -0.5038, -0.5198, -0.5198, -0.4774, -0.4697, -0.4892, -0.4983, -0.5219, -0.5143, -0.5219, -0.4976, -0.4294, -0.4238, -0.4231, -0.4085, -0.3737, -0.3208, -0.2874, -0.293, -0.2589, -0.27, -0.2958, -0.2227, -0.2074, -0.1392, -0.1399, -0.1232, -0.0355, -0.0494, 0.0313, 0.0188, -0.0383, 0.1865, 0.1816, 0.2721, 0.0752, 0.0466, 0.0445, 0.1343, 0.048, -0.0007, 0.1176, 0.0703, 0.0445, 0.0, -0.0035, 0.1155, 0.087, -0.0188, 0.0341, 0.064, 0.2707, 0.3354, 0.2888, 0.2018, 0.0581, -0.0397, -0.0953, -0.0619, -0.1106, -0.1037, -0.1399, -0.087, -0.0675, -0.0111, -0.0111, 0.0473, -0.0532, -0.1106, -0.0571, 0.0849, 0.0431, 0.0738, 0.0404, 0.0292, 0.1441, 0.0327, -0.0515, -0.0745, -0.1461, -0.1434, -0.0905, -0.103, -0.1677, -0.1635, -0.1635, -0.1754, -0.2102, -0.2102, -0.2025, -0.2025, -0.0974, -0.0633, -0.0153, -0.0271, -0.0244, 0.0633, 0.1225, 0.1705, 0.2039, 0.1747, 0.2143, 0.2143, 0.2053, 0.2199, 0.2679, 0.1907, 0.1267, 0.0445, 0.1608, 0.1211, 0.0188, -0.0174, 0.0024, -0.1371, -0.215, -0.1434, -0.0786, -0.1496, -0.1942, -0.2491, -0.2276, -0.2276, -0.2032, -0.1955, -0.2032, -0.2554, -0.2777, -0.2011, -0.2255, -0.531, -0.6037, -0.5894, -0.5783, -0.5303, -0.5324, -0.5734, -0.5706, -0.5539, -0.5511, -0.5741, -0.6026, -0.6131, -0.6075, -0.6326, -0.6159, -0.6388, -0.6284, -0.6458, -0.6451, -0.6646, -0.6618, -0.6942, -0.6548, -0.6527, -0.6541, -0.6541, -0.6632, -0.6882, -0.6806, -0.5859, -0.6089, -0.5713, -0.5602, -0.5073, -0.5052, -0.5017, -0.5017, -0.5108, -0.4892, -0.5177]}
{"unit_id": "reply:1983374741323837710", "ticker_idx": 3, "ts": "2025-10-29T03:26:02+00:00", "symbol": "SEI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just buy any of the below stocks. $SEI", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy TE, FLNC, EOSE, SEI, GEV as solar/energy storage plays on data center and residential energy demand.", "resolved_tickers": ["SEI"], "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": "reply_other", "lang": "en", "tweet_text": "@LiebermanAustin Austin you can finally redeem yourself for your artic ice cold $NBIS take. Invest then investigate. Don’t let your indecision stop your from finally outperforming the market. I’ll make it easy for you. Just buy any of the below stocks.\n\n$TE\n$FLNC\n$EOSE\n$SEI\n$GEV", "reply_text": null, "parent_text": "Solar has to be part of the solution here…right?\n\nIt’s part of the solution for data centers, but also an option on the residential side to help keep energy prices stable + avoid blackouts.", "quoted_text": null, "parent_author": "LiebermanAustin", "ret_m1d": -0.04673069067629776, "ret_signed_m1d": -0.04673069067629776, "alpha_spy_m1d": -0.046250550682767066, "alpha_c_m1d": -0.03934520047410195, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": -0.00738549020219581, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021346184498440834, "ret_signed_p1d": 0.021346184498440834, "alpha_spy_p1d": 0.03234437164094894, "alpha_c_p1d": 0.02725461211324487, "bench_spy_p1d": -0.010998187142508109, "bench_c_p1d": -0.005908427614804035, "ret_p1w": 0.02807689289315185, "ret_signed_p1w": 0.02807689289315185, "alpha_spy_p1w": 0.042348232779176986, "alpha_c_p1w": 0.03478070962642299, "bench_spy_p1w": -0.014271339886025136, "bench_c_p1w": -0.00670381673327114, "ret_p1m": -0.10326918750961134, "ret_signed_p1m": -0.10326918750961134, "alpha_spy_p1m": -0.09205282002695137, "alpha_c_p1m": -0.11769937549584986, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": 0.014430187986238519, "ret_p3m": 0.002172351287327512, "ret_signed_p3m": 0.002172351287327512, "alpha_spy_p3m": -0.00857399289381533, "alpha_c_p3m": -0.1258715587300019, "bench_spy_p3m": 0.010746344181142842, "bench_c_p3m": 0.1280439100173294, "ret_p6m": 0.34231391107320364, "ret_signed_p6m": 0.34231391107320364, "alpha_spy_p6m": 0.305807872706231, "alpha_c_p6m": 0.02789093778211149, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.31442297329109214, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10326918750961134, "alpha_spy_stated": -0.09205282002695137, "alpha_c_stated": -0.11769937549584986, "price_path": [-0.425, -0.4088, -0.4114, -0.3936, -0.4135, -0.4254, -0.4183, -0.4126, -0.4643, -0.4756, -0.4693, -0.4748, -0.4863, -0.4796, -0.462, -0.4509, -0.4517, -0.4279, -0.4323, -0.3923, -0.3948, -0.3948, -0.4277, -0.4831, -0.4925, -0.4932, -0.5028, -0.5226, -0.4373, -0.4195, -0.4047, -0.3831, -0.3813, -0.3604, -0.3033, -0.2763, -0.2319, -0.25, -0.2808, -0.2654, -0.2363, -0.2044, -0.2313, -0.1862, -0.1267, -0.1415, -0.101, -0.1529, -0.0729, -0.0829, -0.135, -0.0015, 0.0144, 0.0558, 0.0415, -0.0121, -0.0162, -0.0575, -0.1079, -0.0827, -0.0208, -0.074, -0.0467, 0.0, 0.0213, 0.0237, 0.0379, 0.0329, 0.0281, 0.0285, -0.0248, -0.0315, -0.0356, -0.0906, -0.1358, -0.1306, -0.1206, -0.1679, -0.1442, -0.2071, -0.1763, -0.1177, -0.1019, -0.1033, -0.1033, -0.079, -0.0613, -0.0296, 0.024, 0.0604, 0.0646, 0.0311, 0.0347, 0.0531, 0.0423, -0.1121, -0.1605, -0.1595, -0.2168, -0.1701, -0.1335, -0.1243, -0.1349, -0.1314, -0.1314, -0.1395, -0.1408, -0.1115, -0.114, -0.114, -0.0314, 0.0195, 0.0186, -0.0154, -0.0258, 0.0245, -0.0107, 0.0172, 0.0026, 0.0677, 0.096, 0.096, 0.0592, 0.0985, 0.0976, 0.0349, 0.0022, 0.0388, 0.0363, 0.0829, 0.0637, 0.0953, 0.0906, -0.0695, -0.1113, -0.0059, 0.0207, 0.0203, 0.0355, -0.008, 0.0914, 0.0914, 0.0126, -0.021, -0.0368, -0.051, -0.0235, 0.0303, 0.0642, -0.0179, -0.0435, -0.0497, -0.0826, -0.0358, -0.0277, -0.0564, -0.047, 0.0438, 0.0693, 0.0303, 0.0046, 0.101, 0.2208, 0.3245, 0.2728, 0.1941, 0.1762, 0.1785, 0.1849, 0.1679, 0.1172, 0.0208, 0.0917, 0.0716, 0.078, 0.078, 0.0657, 0.0765, 0.1793, 0.1787, 0.2053, 0.1949, 0.2563, 0.276, 0.2971, 0.2677, 0.2556, 0.2648, 0.2784, 0.3423]}
{"unit_id": "reply:1983374741323837710", "ticker_idx": 4, "ts": "2025-10-29T03:26:02+00:00", "symbol": "GEV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just buy any of the below stocks. $GEV", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy TE, FLNC, EOSE, SEI, GEV as solar/energy storage plays on data center and residential energy demand.", "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": "reply_other", "lang": "en", "tweet_text": "@LiebermanAustin Austin you can finally redeem yourself for your artic ice cold $NBIS take. Invest then investigate. Don’t let your indecision stop your from finally outperforming the market. I’ll make it easy for you. Just buy any of the below stocks.\n\n$TE\n$FLNC\n$EOSE\n$SEI\n$GEV", "reply_text": null, "parent_text": "Solar has to be part of the solution here…right?\n\nIt’s part of the solution for data centers, but also an option on the residential side to help keep energy prices stable + avoid blackouts.", "quoted_text": null, "parent_author": "LiebermanAustin", "ret_m1d": -0.012093914225475788, "ret_signed_m1d": -0.012093914225475788, "alpha_spy_m1d": -0.011613774231945095, "alpha_c_m1d": -0.009514677660442894, "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": -0.0067476066299165804, "ret_signed_p1d": -0.0067476066299165804, "alpha_spy_p1d": 0.004250580512591529, "alpha_c_p1d": -0.0042328832355947865, "bench_spy_p1d": -0.010998187142508109, "bench_c_p1d": -0.002514723394321794, "ret_p1w": -0.03161053429855276, "ret_signed_p1w": -0.03161053429855276, "alpha_spy_p1w": -0.017339194412527625, "alpha_c_p1w": -0.019487814764699074, "bench_spy_p1w": -0.014271339886025136, "bench_c_p1w": -0.012122719533853688, "ret_p1m": 0.020329786126536575, "ret_signed_p1m": 0.020329786126536575, "alpha_spy_p1m": 0.03154615360919655, "alpha_c_p1m": 0.035031841476454995, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.01470205534991842, "ret_p3m": 0.15314024289606465, "ret_signed_p3m": 0.15314024289606465, "alpha_spy_p3m": 0.1423938987149218, "alpha_c_p3m": 0.0895405786821557, "bench_spy_p3m": 0.010746344181142842, "bench_c_p3m": 0.06359966421390895, "ret_p6m": 0.9915778172193994, "ret_signed_p6m": 0.9915778172193994, "alpha_spy_p6m": 0.9550717788524268, "alpha_c_p6m": 0.8621155652650969, "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": 0.020329786126536575, "alpha_spy_stated": 0.03154615360919655, "alpha_c_stated": 0.035031841476454995, "price_path": [0.1354, 0.1462, 0.1237, 0.1493, 0.117, 0.1226, 0.1255, 0.137, 0.097, 0.0814, 0.0756, 0.081, 0.0431, 0.0456, 0.0481, 0.0499, 0.0417, 0.0825, 0.0764, 0.0959, 0.0601, 0.0601, 0.0025, -0.002, 0.0356, 0.0067, 0.0381, 0.0475, 0.113, 0.0967, 0.0819, 0.0873, 0.0687, 0.0633, 0.0567, 0.0795, 0.1144, 0.0955, 0.0878, 0.0507, 0.0466, 0.0419, 0.0635, 0.0483, 0.0485, 0.029, 0.0433, 0.0483, 0.0817, 0.097, 0.0456, 0.1211, 0.1145, 0.0653, 0.0411, 0.0377, 0.0279, 0.0127, -0.0034, 0.0297, 0.0111, 0.0111, -0.0121, 0.0, -0.0067, 0.0124, 0.0057, -0.0519, -0.0316, -0.0481, -0.0049, 0.0032, -0.0033, -0.0044, -0.0343, 0.0006, -0.0016, -0.0399, 0.0301, -0.0345, -0.0383, 0.0044, -0.0094, 0.0203, 0.0203, 0.0377, -0.0019, 0.0409, 0.0415, 0.0885, 0.0923, 0.076, 0.0819, 0.2509, 0.2184, 0.1622, 0.1789, 0.1873, 0.0627, 0.1063, 0.139, 0.1451, 0.1444, 0.1546, 0.1546, 0.1479, 0.1479, 0.1413, 0.1308, 0.1308, 0.1758, 0.1789, 0.1884, 0.1468, 0.0881, 0.0778, 0.1077, 0.1291, 0.1154, 0.112, 0.1801, 0.1801, 0.1858, 0.1564, 0.1457, 0.1389, 0.1531, 0.1994, 0.2321, 0.2421, 0.2577, 0.3072, 0.351, 0.2921, 0.277, 0.3494, 0.3878, 0.3692, 0.4262, 0.4138, 0.3889, 0.3889, 0.4183, 0.4156, 0.4451, 0.4377, 0.4401, 0.5232, 0.5168, 0.5176, 0.5126, 0.5257, 0.4579, 0.4566, 0.4112, 0.3665, 0.4373, 0.453, 0.4677, 0.4408, 0.3939, 0.4326, 0.4623, 0.4873, 0.5201, 0.4745, 0.5292, 0.5756, 0.6003, 0.5127, 0.4781, 0.4161, 0.5123, 0.5502, 0.5568, 0.5568, 0.5547, 0.5779, 0.6218, 0.6771, 0.7175, 0.7171, 0.7109, 0.7081, 0.695, 0.7373, 0.7155, 0.7174, 0.9535, 0.9916]}
{"unit_id": "reply:1982111817561260271", "ticker_idx": 0, "ts": "2025-10-25T15:47:37+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Upvember*", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses bullish November outlook for IREN, CIFR, BITF with 'Upvember' pun implying upside into November.", "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": "@NighthawkTradez Upvember*", "reply_text": null, "parent_text": "$IREN $CIFR $BITF holders this weekend after data centers were confirmed in fact NOT a bubble.\n\nNovember is coming 😈 https://t.co/NZoGu6MOAN", "quoted_text": null, "parent_author": "NighthawkTradez", "ret_m1d": -0.03215873836881211, "ret_signed_m1d": -0.03215873836881211, "alpha_spy_m1d": -0.020498635853455238, "alpha_c_m1d": -0.028033431204368853, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.004125307164443259, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039544541918764, "ret_signed_p1d": -0.039544541918764, "alpha_spy_p1d": -0.04220055793784383, "alpha_c_p1d": -0.0331691330298558, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.006375408888908196, "ret_p1w": 0.04246810627715236, "ret_signed_p1w": 0.04246810627715236, "alpha_spy_p1w": 0.04524078439161272, "alpha_c_p1w": 0.06459451684433326, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0221264105671809, "ret_p1m": -0.2695798925827233, "ret_signed_p1m": -0.2695798925827233, "alpha_spy_p1m": -0.2546653756329512, "alpha_c_p1m": -0.25476642122268534, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014813471360037966, "ret_p3m": -0.1958762880546734, "ret_signed_p3m": -0.1958762880546734, "alpha_spy_p3m": -0.20430532651652267, "alpha_c_p3m": -0.20840338441127226, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.012527096356598877, "ret_p6m": -0.30497000071257774, "ret_signed_p6m": -0.30497000071257774, "alpha_spy_p6m": -0.33831461407607266, "alpha_c_p6m": -0.2941424631396873, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.010827537572890455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2695798925827233, "alpha_spy_stated": -0.2546653756329512, "alpha_c_stated": -0.25476642122268534, "price_path": [-0.7517, -0.7521, -0.763, -0.7464, -0.7469, -0.7181, -0.7143, -0.7161, -0.7235, -0.7257, -0.7272, -0.7064, -0.697, -0.6814, -0.7118, -0.696, -0.6986, -0.6703, -0.6443, -0.6463, -0.656, -0.6455, -0.5926, -0.5926, -0.5521, -0.5659, -0.5979, -0.5976, -0.597, -0.5355, -0.4825, -0.4945, -0.4775, -0.4285, -0.4391, -0.4168, -0.4411, -0.4054, -0.3553, -0.3573, -0.2747, -0.2877, -0.3559, -0.2933, -0.2779, -0.2756, -0.2765, -0.2236, -0.1114, -0.0509, -0.0754, -0.0175, -0.0803, -0.0131, 0.0703, 0.046, -0.0486, -0.0657, -0.0888, -0.1507, -0.2025, -0.1405, -0.0322, 0.0, -0.0395, -0.0703, -0.1042, -0.0652, 0.0425, 0.0252, 0.1757, 0.0303, -0.0402, -0.0742, -0.1171, -0.1429, -0.2514, -0.2865, -0.2705, -0.2483, -0.2948, -0.3311, -0.3497, -0.2539, -0.2696, -0.2545, -0.2545, -0.2643, -0.2539, -0.3673, -0.3236, -0.2853, -0.312, -0.287, -0.2793, -0.3242, -0.3239, -0.3825, -0.4541, -0.437, -0.4802, -0.4491, -0.3858, -0.3531, -0.3527, -0.3541, -0.3541, -0.3799, -0.3936, -0.4107, -0.4188, -0.4188, -0.343, -0.2577, -0.2936, -0.3287, -0.2971, -0.2917, -0.2256, -0.1846, -0.1863, -0.2016, -0.1103, -0.1103, -0.1651, -0.1771, -0.1959, -0.1279, -0.1943, -0.0769, -0.0315, -0.0792, -0.1731, -0.1833, -0.1631, -0.3085, -0.3878, -0.3564, -0.2899, -0.3394, -0.3434, -0.3841, -0.3504, -0.3504, -0.3696, -0.3525, -0.3339, -0.3848, -0.3482, -0.3007, -0.3225, -0.3193, -0.3699, -0.3631, -0.4022, -0.3254, -0.3826, -0.4353, -0.4024, -0.4134, -0.3541, -0.3634, -0.3602, -0.3085, -0.339, -0.3505, -0.359, -0.3647, -0.3513, -0.3673, -0.3625, -0.4238, -0.4601, -0.5135, -0.4725, -0.4755, -0.465, -0.465, -0.4595, -0.4501, -0.4333, -0.4298, -0.395, -0.3373, -0.2711, -0.2488, -0.266, -0.2596, -0.2503, -0.305]}
{"unit_id": "reply:1982111817561260271", "ticker_idx": 1, "ts": "2025-10-25T15:47:37+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Upvember*", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses bullish November outlook for IREN, CIFR, BITF with 'Upvember' pun implying upside into November.", "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": "@NighthawkTradez Upvember*", "reply_text": null, "parent_text": "$IREN $CIFR $BITF holders this weekend after data centers were confirmed in fact NOT a bubble.\n\nNovember is coming 😈 https://t.co/NZoGu6MOAN", "quoted_text": null, "parent_author": "NighthawkTradez", "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": -0.03813724383212269, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.009899570745349306, "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": -0.13211568378798366, "alpha_c_p1m": -0.08502349493391848, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.06200670580383727, "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": -0.13211568378798366, "alpha_c_stated": -0.08502349493391848, "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:1978927796366798958", "ticker_idx": 0, "ts": "2025-10-16T20:55:28+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "MAX LONG $FLNC $EOSE", "tweet_type": "prediction", "timeline": "years", "summary": "Max long FLNC and EOSE on expected 3x+ growth in energy storage investment over the next decade.", "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 agree with this smart man. MAX LONG $FLNC $EOSE", "reply_text": null, "parent_text": null, "quoted_text": "@RJCcapital I doubt it’ll overtake, storage is often led by solar, but I expect to see storage at least grow by 3x investment over the next ten years. A faster rate than solar over the last ten.", "parent_author": null, "ret_m1d": 0.06848562665845659, "ret_signed_m1d": 0.06848562665845659, "alpha_spy_m1d": 0.07412979436880429, "alpha_c_m1d": 0.07412979436880429, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.005644167710347703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0068212821170954285, "ret_signed_p1d": 0.0068212821170954285, "alpha_spy_p1d": -0.003579218145827845, "alpha_c_p1d": -0.003579218145827845, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": 0.06521144038591209, "ret_signed_p1w": 0.06521144038591209, "alpha_spy_p1w": 0.04585533716064827, "alpha_c_p1w": 0.04585533716064827, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.05975449795983967, "ret_signed_p1m": -0.05975449795983967, "alpha_spy_p1m": -0.061680965942243704, "alpha_c_p1m": -0.061680965942243704, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": 0.0019264679824040343, "ret_p3m": 0.23601629880080077, "ret_signed_p3m": 0.23601629880080077, "alpha_spy_p3m": 0.19385751348897529, "alpha_c_p3m": 0.19385751348897529, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.042158785311825486, "ret_p6m": -0.2551160136300741, "ret_signed_p6m": -0.2551160136300741, "alpha_spy_p6m": -0.293672605780648, "alpha_c_p6m": -0.293672605780648, "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": [-0.4428, -0.4849, -0.4892, -0.4881, -0.5176, -0.5389, -0.5525, -0.5569, -0.5754, -0.5372, -0.5334, -0.5389, -0.505, -0.4985, -0.5012, -0.5978, -0.588, -0.5872, -0.5662, -0.5602, -0.5733, -0.5918, -0.6267, -0.5885, -0.5924, -0.5864, -0.6027, -0.5771, -0.5962, -0.5962, -0.6218, -0.6317, -0.6317, -0.588, -0.6065, -0.63, -0.6311, -0.6213, -0.618, -0.5967, -0.5907, -0.594, -0.5678, -0.4892, -0.4216, -0.4428, -0.3899, -0.3599, -0.3501, -0.3779, -0.4106, -0.266, -0.2879, -0.2475, -0.1673, -0.2453, -0.1836, -0.1869, -0.2857, -0.1329, 0.0068, 0.17, 0.0685, 0.0, 0.0068, -0.1127, -0.1694, -0.1252, 0.0652, 0.0226, -0.0123, 0.1067, 0.1171, 0.146, 0.1356, 0.0467, 0.1307, 0.0816, 0.1345, 0.1891, 0.1312, 0.0483, -0.1132, -0.0226, -0.0598, -0.0712, -0.0827, -0.1536, -0.1596, -0.1378, -0.0849, 0.0363, 0.0363, 0.0718, 0.0581, 0.0892, 0.0832, 0.2737, 0.3075, 0.2475, 0.3064, 0.2993, 0.4074, 0.2109, 0.1744, 0.1629, 0.0134, 0.0538, 0.0892, 0.116, 0.0734, 0.0821, 0.0821, 0.1029, 0.0898, 0.0838, 0.0794, 0.0794, 0.2557, 0.2142, 0.1913, 0.122, 0.1558, 0.266, 0.2704, 0.2999, 0.236, 0.3915, 0.4778, 0.4778, 0.3921, 0.4374, 0.4881, 0.4701, 0.4799, 0.552, 0.6911, 0.7228, 0.6791, 0.6857, 0.7588, 0.582, 0.0341, 0.0608, 0.0587, 0.0363, -0.0439, -0.0483, 0.0074, 0.0074, -0.0297, -0.0488, -0.0963, -0.0969, -0.1231, -0.1001, -0.1089, -0.116, -0.152, -0.1749, -0.1858, -0.1378, -0.14, -0.1935, -0.1432, -0.0789, -0.0663, -0.104, -0.1061, -0.0843, -0.0996, -0.1274, -0.1252, -0.1744, -0.1618, -0.1187, -0.1078, -0.1836, -0.2278, -0.2906, -0.2491, -0.2895, -0.2742, -0.2742, -0.2797, -0.2769, -0.284, -0.26, -0.248, -0.2551]}
{"unit_id": "quote:1978927796366798958", "ticker_idx": 1, "ts": "2025-10-16T20:55:28+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "MAX LONG $FLNC $EOSE", "tweet_type": "prediction", "timeline": "years", "summary": "Max long FLNC and EOSE on expected 3x+ growth in energy storage investment over the next decade.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree with this smart man. MAX LONG $FLNC $EOSE", "reply_text": null, "parent_text": null, "quoted_text": "@RJCcapital I doubt it’ll overtake, storage is often led by solar, but I expect to see storage at least grow by 3x investment over the next ten years. A faster rate than solar over the last ten.", "parent_author": null, "ret_m1d": 0.02726062822154396, "ret_signed_m1d": 0.02726062822154396, "alpha_spy_m1d": 0.03290479593189166, "alpha_c_m1d": 0.02811741037864468, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.0008567821571007217, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0019946631015479444, "ret_signed_p1d": -0.0019946631015479444, "alpha_spy_p1d": -0.012395163364471218, "alpha_c_p1d": -0.013792003587243862, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.011797340485695917, "ret_p1w": 0.06781911613540226, "ret_signed_p1w": 0.06781911613540226, "alpha_spy_p1w": 0.04846301291013844, "alpha_c_p1w": 0.046860820610481246, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.02095829552492101, "ret_p1m": -0.1356382956800012, "ret_signed_p1m": -0.1356382956800012, "alpha_spy_p1m": -0.13756476366240522, "alpha_c_p1m": -0.12766360757721162, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.007974688102789562, "ret_p3m": 0.15026590963694875, "ret_signed_p3m": 0.15026590963694875, "alpha_spy_p3m": 0.10810712432512326, "alpha_c_p3m": 0.06391097195552553, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.08635493768142322, "ret_p6m": -0.5904255410215336, "ret_signed_p6m": -0.5904255410215336, "alpha_spy_p6m": -0.6289821331721075, "alpha_c_p6m": -0.7359380100625939, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.1455124690410603, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5991, -0.5851, -0.5771, -0.5765, -0.5891, -0.6041, -0.6064, -0.621, -0.6336, -0.5871, -0.5672, -0.5705, -0.5638, -0.5765, -0.5778, -0.5937, -0.5785, -0.5791, -0.6104, -0.5791, -0.5977, -0.6017, -0.5997, -0.5798, -0.5831, -0.5399, -0.5266, -0.5259, -0.5412, -0.5412, -0.5007, -0.4934, -0.512, -0.5206, -0.5432, -0.5359, -0.5432, -0.5199, -0.4548, -0.4495, -0.4488, -0.4348, -0.4016, -0.3511, -0.3191, -0.3245, -0.2919, -0.3025, -0.3271, -0.2573, -0.2427, -0.1775, -0.1782, -0.1622, -0.0785, -0.0918, -0.0146, -0.0266, -0.0811, 0.1336, 0.129, 0.2154, 0.0273, 0.0, -0.002, 0.0838, 0.0013, -0.0452, 0.0678, 0.0226, -0.002, -0.0445, -0.0479, 0.0658, 0.0386, -0.0625, -0.012, 0.0166, 0.2141, 0.2759, 0.2314, 0.1483, 0.011, -0.0824, -0.1356, -0.1037, -0.1503, -0.1436, -0.1782, -0.1277, -0.109, -0.0552, -0.0552, 0.0007, -0.0954, -0.1503, -0.0991, 0.0366, -0.0033, 0.0259, -0.006, -0.0166, 0.0931, -0.0133, -0.0937, -0.1157, -0.1842, -0.1815, -0.131, -0.143, -0.2048, -0.2008, -0.2008, -0.2121, -0.2453, -0.2453, -0.238, -0.238, -0.1376, -0.1051, -0.0592, -0.0705, -0.0678, 0.016, 0.0725, 0.1184, 0.1503, 0.1223, 0.1602, 0.1602, 0.1516, 0.1656, 0.2114, 0.1376, 0.0765, -0.002, 0.109, 0.0711, -0.0266, -0.0612, -0.0422, -0.1755, -0.25, -0.1815, -0.1197, -0.1875, -0.2301, -0.2826, -0.262, -0.262, -0.2387, -0.2314, -0.2387, -0.2886, -0.3098, -0.2367, -0.26, -0.5519, -0.6213, -0.6077, -0.5971, -0.5512, -0.5532, -0.5924, -0.5898, -0.5738, -0.5711, -0.5931, -0.6203, -0.6303, -0.625, -0.6489, -0.633, -0.6549, -0.6449, -0.6616, -0.6609, -0.6795, -0.6769, -0.7078, -0.6702, -0.6682, -0.6695, -0.6695, -0.6782, -0.7021, -0.6948, -0.6044, -0.6263, -0.5904]}
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{"unit_id": "reply:1970419950142853430", "ticker_idx": 0, "ts": "2025-09-23T09:28:19+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "its going to $500", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Extremely bullish NBIS target of $500, far exceeding parent's $110 inflection level.", "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 its going to $500", "reply_text": null, "parent_text": "When $NBIS hits $110, the game changes. \n\nThat’s the level where the market starts paying serious attention.", "quoted_text": null, "parent_author": "BullMarketBoss", "ret_m1d": -0.011131767566468054, "ret_signed_m1d": -0.011131767566468054, "alpha_spy_m1d": -0.01660493897714377, "alpha_c_m1d": -0.012567506591074529, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.001435739024606475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05037105891888216, "ret_signed_p1d": 0.05037105891888216, "alpha_spy_p1d": 0.05355281594210348, "alpha_c_p1d": 0.058647412057239445, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.008276353138357284, "ret_p1w": 0.041465616556267015, "ret_signed_p1w": 0.041465616556267015, "alpha_spy_p1w": 0.03698755034892254, "alpha_c_p1w": 0.04180343750323323, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": -0.00033782094696621634, "ret_p1m": -0.08515769986359101, "ret_signed_p1m": -0.08515769986359101, "alpha_spy_p1m": -0.09207843199526344, "alpha_c_p1m": -0.06176431445754693, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.023393385406044076, "ret_p3m": -0.17012990211586176, "ret_signed_p3m": -0.17012990211586176, "alpha_spy_p3m": -0.19936803049408347, "alpha_c_p3m": -0.15416831748075943, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": -0.015961584635102333, "ret_p6m": 0.09981441746035724, "ret_signed_p6m": 0.09981441746035724, "alpha_spy_p6m": 0.09955153672173012, "alpha_c_p6m": 0.1368217399699404, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.03700732250958316, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08515769986359101, "alpha_spy_stated": -0.09207843199526344, "alpha_c_stated": -0.06176431445754693, "price_path": [-0.5121, -0.5191, -0.4867, -0.5333, -0.5365, -0.5339, -0.5339, -0.5562, -0.5631, -0.5728, -0.5693, -0.5891, -0.5181, -0.5034, -0.5055, -0.5019, -0.5103, -0.5142, -0.5268, -0.5187, -0.5161, -0.5235, -0.5107, -0.5325, -0.5242, -0.4951, -0.5176, -0.4975, -0.4882, -0.489, -0.3942, -0.362, -0.3484, -0.3012, -0.3448, -0.3649, -0.3356, -0.3271, -0.3767, -0.3741, -0.3861, -0.3601, -0.3505, -0.3462, -0.3497, -0.3317, -0.3662, -0.3662, -0.3904, -0.391, -0.3979, -0.3927, -0.4058, -0.1121, -0.1337, -0.1726, -0.1613, -0.1562, -0.1704, -0.1273, -0.1269, -0.0788, -0.0111, 0.0, 0.0504, 0.0013, -0.0009, 0.0224, 0.0415, 0.0724, 0.1676, 0.1872, 0.159, 0.0918, 0.1317, 0.2304, 0.202, 0.2566, 0.1888, 0.1673, 0.1414, 0.0523, 0.0111, -0.0327, -0.0852, -0.0152, 0.0878, 0.1635, 0.1301, 0.1605, 0.1519, 0.2135, 0.1175, 0.0254, 0.0853, 0.0152, 0.0323, 0.0199, -0.0518, -0.1247, -0.1778, -0.225, -0.2024, -0.1601, -0.1181, -0.2148, -0.2276, -0.1475, -0.1755, -0.1216, -0.1216, -0.1199, -0.071, -0.1053, -0.0824, -0.0464, -0.0905, -0.0693, -0.1057, -0.1318, -0.1254, -0.1865, -0.2473, -0.2491, -0.3001, -0.2756, -0.1701, -0.1352, -0.1648, -0.1546, -0.1546, -0.1875, -0.2019, -0.2099, -0.2235, -0.2235, -0.1656, -0.1389, -0.0701, -0.1075, -0.0974, -0.0916, -0.0044, -0.022, -0.054, -0.0363, 0.0086, 0.0086, -0.0789, -0.0828, -0.1016, -0.1234, -0.1516, -0.0921, -0.0684, -0.1196, -0.2097, -0.1822, -0.1656, -0.2357, -0.3147, -0.2013, -0.1384, -0.1485, -0.178, -0.1676, -0.0908, -0.0908, -0.0954, -0.0557, -0.0018, -0.0917, -0.0667, -0.0484, -0.0156, -0.0271, -0.1541, -0.1558, -0.1948, -0.0929, -0.1127, -0.1713, -0.1193, -0.1055, 0.0389, 0.0022, 0.0478, 0.2045, 0.0791, 0.0998]}
{"unit_id": "reply:1975992142964326716", "ticker_idx": 0, "ts": "2025-10-08T18:30:13+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You forgot $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Names FLNC as a beneficiary of AI power grid bottleneck, alongside VST/NEE/CEG.", "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": "@StockSavvyShay You forgot $FLNC", "reply_text": null, "parent_text": "$NVDA CEO Jensen Huang warned that the next leg of AI compute won’t happen without a step-change in power generation, saying the real bottleneck is no longer chips but the grid itself.\n\nMusic to the ears of:\n• $VST $NEE &amp; $CEG running the large-scale utilities supplying that https://t.co/1RdgrhNzHu", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.07553476681547433, "ret_signed_m1d": -0.07553476681547433, "alpha_spy_m1d": -0.06960705879644236, "alpha_c_m1d": -0.06960705879644236, "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": -0.004010723226183344, "ret_signed_p1d": -0.004010723226183344, "alpha_spy_p1d": -0.0011137485012501225, "alpha_c_p1d": -0.0011137485012501225, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.002896974724933221, "ret_p1w": 0.4331551122584951, "ret_signed_p1w": 0.4331551122584951, "alpha_spy_p1w": 0.4449511003608395, "alpha_c_p1w": 0.4449511003608395, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.01179598810234439, "ret_p1m": 0.32486628638265924, "ret_signed_p1m": 0.32486628638265924, "alpha_spy_p1m": 0.3290260590278341, "alpha_c_p1m": 0.3290260590278341, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.004159772645174864, "ret_p3m": 0.4872994614481303, "ret_signed_p3m": 0.4872994614481303, "alpha_spy_p3m": 0.46257515449900244, "alpha_c_p3m": 0.46257515449900244, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.02472430694912786, "ret_p6m": -0.11096255636224761, "ret_signed_p6m": -0.11096255636224761, "alpha_spy_p6m": -0.0908385202033658, "alpha_c_p6m": -0.0908385202033658, "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": 0.32486628638265924, "alpha_spy_stated": 0.3290260590278341, "alpha_c_stated": 0.3290260590278341, "price_path": [-0.4539, -0.4693, -0.4439, -0.4472, -0.4492, -0.4011, -0.363, -0.3175, -0.369, -0.3743, -0.373, -0.4091, -0.4352, -0.4519, -0.4572, -0.4799, -0.4332, -0.4285, -0.4352, -0.3937, -0.3857, -0.389, -0.5074, -0.4953, -0.4943, -0.4686, -0.4612, -0.4773, -0.5, -0.5428, -0.496, -0.5007, -0.4933, -0.5134, -0.482, -0.5053, -0.5053, -0.5368, -0.5488, -0.5488, -0.4953, -0.518, -0.5468, -0.5481, -0.5361, -0.5321, -0.506, -0.4987, -0.5027, -0.4706, -0.3743, -0.2914, -0.3175, -0.2527, -0.2159, -0.2039, -0.238, -0.2781, -0.1009, -0.1277, -0.0782, 0.0201, -0.0755, 0.0, -0.004, -0.125, 0.0622, 0.2333, 0.4332, 0.3088, 0.2249, 0.2333, 0.0869, 0.0174, 0.0715, 0.3048, 0.2527, 0.2099, 0.3556, 0.3683, 0.4037, 0.391, 0.2821, 0.385, 0.3249, 0.3897, 0.4566, 0.3857, 0.2841, 0.0862, 0.1972, 0.1517, 0.1377, 0.1237, 0.0368, 0.0294, 0.0561, 0.121, 0.2694, 0.2694, 0.3128, 0.2961, 0.3342, 0.3269, 0.5602, 0.6016, 0.5281, 0.6003, 0.5916, 0.7239, 0.4833, 0.4385, 0.4245, 0.2413, 0.2908, 0.3342, 0.367, 0.3148, 0.3255, 0.3255, 0.3509, 0.3349, 0.3275, 0.3222, 0.3222, 0.5381, 0.4873, 0.4592, 0.3743, 0.4158, 0.5508, 0.5561, 0.5922, 0.514, 0.7045, 0.8102, 0.8102, 0.7052, 0.7607, 0.8229, 0.8008, 0.8128, 0.9011, 1.0715, 1.1103, 1.0568, 1.0648, 1.1544, 0.9378, 0.2667, 0.2995, 0.2968, 0.2694, 0.1711, 0.1658, 0.234, 0.234, 0.1885, 0.1651, 0.107, 0.1063, 0.0742, 0.1023, 0.0916, 0.0829, 0.0388, 0.0107, -0.0027, 0.0561, 0.0535, -0.012, 0.0495, 0.1283, 0.1437, 0.0976, 0.0949, 0.1217, 0.1029, 0.0689, 0.0715, 0.0114, 0.0267, 0.0795, 0.0929, 0.0, -0.0541, -0.131, -0.0802, -0.1297, -0.111]}
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{"unit_id": "quote:1978125937322467812", "ticker_idx": 0, "ts": "2025-10-14T15:49:09+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IF YOURE NOT ADDING TO $NBIS YOU DONT LIKE MONEY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strong buy on NBIS; author frames not adding as leaving money on the table amid explosive AI token growth.", "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": "IF YOURE NOT ADDING TO $NBIS YOU DONT LIKE MONEY", "reply_text": null, "parent_text": null, "quoted_text": "Alphabet tokens processed: 9.7 trillion (May 2024) → 480 trillion (May 2025) → 980 trillion (July 2025) → 1.3 quadrillion (October 2025) https://t.co/YlEVXzhBxG", "parent_author": null, "ret_m1d": 0.05704263102257823, "ret_signed_m1d": 0.05704263102257823, "alpha_spy_m1d": 0.05581949048984569, "alpha_c_m1d": 0.06358766204666089, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.006545031024082659, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018103723573359765, "ret_signed_p1d": -0.018103723573359765, "alpha_spy_p1d": -0.022543253482965153, "alpha_c_p1d": -0.025172445760874518, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.007068722187514753, "ret_p1w": -0.1862660651897412, "ret_signed_p1w": -0.1862660651897412, "alpha_spy_p1w": -0.19994708069561695, "alpha_c_p1w": -0.20424328438899164, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.017977219199250438, "ret_p1m": -0.263675340581189, "ret_signed_p1m": -0.263675340581189, "alpha_spy_p1m": -0.29561285763378653, "alpha_c_p1m": -0.2545123240206568, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": -0.0091630165605322, "ret_p3m": -0.23581736270482678, "ret_signed_p3m": -0.23581736270482678, "alpha_spy_p3m": -0.2869942985974685, "alpha_c_p3m": -0.2681214822227729, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.032304119517946095, "ret_p6m": -0.02458052318776416, "ret_signed_p6m": -0.02458052318776416, "alpha_spy_p6m": -0.05120153287995877, "alpha_c_p6m": -0.024168691650645613, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": -0.0004118315371185455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.263675340581189, "alpha_spy_stated": -0.29561285763378653, "alpha_c_stated": -0.2545123240206568, "price_path": [-0.581, -0.5881, -0.5913, -0.602, -0.5952, -0.593, -0.5991, -0.5884, -0.6067, -0.5998, -0.5753, -0.5942, -0.5773, -0.5695, -0.5701, -0.4904, -0.4633, -0.4519, -0.4122, -0.4488, -0.4658, -0.4411, -0.4339, -0.4757, -0.4735, -0.4836, -0.4617, -0.4536, -0.45, -0.453, -0.4378, -0.4669, -0.4669, -0.4872, -0.4877, -0.4935, -0.4891, -0.5001, -0.2531, -0.2712, -0.304, -0.2945, -0.2902, -0.3021, -0.2659, -0.2655, -0.225, -0.1682, -0.1588, -0.1164, -0.1577, -0.1596, -0.1399, -0.1239, -0.0979, -0.0178, -0.0013, -0.025, -0.0815, -0.048, 0.035, 0.0112, 0.057, 0.0, -0.0181, -0.0399, -0.1148, -0.1494, -0.1863, -0.2304, -0.1716, -0.085, -0.0212, -0.0493, -0.0238, -0.031, 0.0208, -0.0599, -0.1374, -0.087, -0.146, -0.1316, -0.142, -0.2023, -0.2637, -0.3084, -0.3481, -0.3291, -0.2935, -0.2581, -0.3395, -0.3503, -0.2829, -0.3064, -0.2611, -0.2611, -0.2597, -0.2185, -0.2474, -0.2281, -0.1978, -0.235, -0.2171, -0.2477, -0.2697, -0.2643, -0.3157, -0.3668, -0.3683, -0.4112, -0.3906, -0.3019, -0.2725, -0.2975, -0.2889, -0.2889, -0.3165, -0.3286, -0.3354, -0.3468, -0.3468, -0.2981, -0.2756, -0.2178, -0.2492, -0.2407, -0.2358, -0.1625, -0.1773, -0.2042, -0.1893, -0.1515, -0.1515, -0.2252, -0.2285, -0.2442, -0.2626, -0.2863, -0.2363, -0.2163, -0.2594, -0.3352, -0.3121, -0.2981, -0.3571, -0.4236, -0.3281, -0.2752, -0.2837, -0.3085, -0.2998, -0.2352, -0.2352, -0.239, -0.2056, -0.1603, -0.2359, -0.2149, -0.1995, -0.1719, -0.1816, -0.2884, -0.2898, -0.3227, -0.237, -0.2536, -0.3029, -0.2591, -0.2475, -0.1261, -0.1569, -0.1186, 0.0133, -0.0922, -0.0748, -0.0517, -0.0822, -0.1092, -0.1033, -0.1019, -0.1731, -0.2133, -0.2801, -0.1903, -0.2044, -0.1508, -0.1508, -0.1218, -0.0839, -0.0246]}
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{"unit_id": "orig:1971333610247704935", "ticker_idx": 1, "ts": "2025-09-25T21:58:52+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "creating durable support for infrastructure and storage providers. $EOSE $BE $GEV", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish AI infrastructure and energy storage names (FLNC, EOSE, BE, GEV) on durable capex cycle acceleration as hyperscalers finance expansion through debt.", "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": "Markets rotated into AI infrastructure and energy storage today, with $FLNC up about 5 percent as investors positioned for stronger grid demand. The move followed $ORCL choice to finance AI expansion through debt, which shifts the competitive landscape. If hyperscalers adopt the same approach, the capex cycle will not only persist but accelerate, creating durable support for infrastructure and storage providers. $EOSE $BE $GEV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03656125392719223, "ret_signed_m1d": 0.03656125392719223, "alpha_spy_m1d": 0.04225765314453711, "alpha_c_m1d": 0.045474564971363485, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.008913311044171257, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10375496073208268, "ret_signed_p1d": 0.10375496073208268, "alpha_spy_p1d": 0.10094451394878146, "alpha_c_p1d": 0.10067457337559182, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.0030803873564908546, "ret_p1w": 0.24505934031180443, "ret_signed_p1w": 0.24505934031180443, "alpha_spy_p1w": 0.23389315181659676, "alpha_c_p1w": 0.23306564191114254, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": 0.01199369840066189, "ret_p1m": 0.5197628743442664, "ret_signed_p1m": 0.5197628743442664, "alpha_spy_p1m": 0.4843756447302807, "alpha_c_p1m": 0.4987247244893127, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": 0.02103814985495367, "ret_p3m": 0.18774709423819558, "ret_signed_p3m": 0.18774709423819558, "alpha_spy_p3m": 0.14151094864172786, "alpha_c_p3m": 0.1519662403547397, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.035780853883455865, "ret_p6m": -0.4723319947653457, "ret_signed_p6m": -0.4723319947653457, "alpha_spy_p6m": -0.46823981166451456, "alpha_c_p6m": -0.5476247480774228, "bench_spy_p6m": -0.004092183100831148, "bench_c_p6m": 0.07529275331207708, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5197628743442664, "alpha_spy_stated": 0.4843756447302807, "alpha_c_stated": 0.4987247244893127, "price_path": [-0.5188, -0.5158, -0.498, -0.498, -0.4911, -0.5267, -0.5395, -0.5405, -0.5425, -0.4694, -0.4891, -0.499, -0.4763, -0.42, -0.4071, -0.4042, -0.3834, -0.3715, -0.3706, -0.3893, -0.4116, -0.415, -0.4368, -0.4555, -0.3864, -0.3567, -0.3617, -0.3518, -0.3706, -0.3725, -0.3962, -0.3735, -0.3745, -0.4209, -0.3745, -0.4022, -0.4081, -0.4051, -0.3755, -0.3804, -0.3162, -0.2964, -0.2955, -0.3182, -0.3182, -0.2579, -0.247, -0.2747, -0.2875, -0.3211, -0.3103, -0.3211, -0.2866, -0.1897, -0.1818, -0.1808, -0.1601, -0.1107, -0.0356, 0.0119, 0.004, 0.0524, 0.0366, 0.0, 0.1038, 0.1255, 0.2223, 0.2213, 0.2451, 0.3696, 0.3498, 0.4644, 0.4466, 0.3656, 0.6848, 0.6779, 0.8063, 0.5267, 0.4862, 0.4832, 0.6107, 0.4881, 0.419, 0.587, 0.5198, 0.4832, 0.42, 0.415, 0.584, 0.5435, 0.3933, 0.4684, 0.5109, 0.8043, 0.8962, 0.83, 0.7065, 0.5025, 0.3636, 0.2846, 0.332, 0.2628, 0.2727, 0.2213, 0.2964, 0.3241, 0.4042, 0.4042, 0.4872, 0.3444, 0.2628, 0.3389, 0.5405, 0.4812, 0.5247, 0.4773, 0.4615, 0.6245, 0.4664, 0.3468, 0.3142, 0.2125, 0.2164, 0.2915, 0.2737, 0.1818, 0.1877, 0.1877, 0.1709, 0.1215, 0.1215, 0.1324, 0.1324, 0.2816, 0.33, 0.3982, 0.3814, 0.3854, 0.5099, 0.5939, 0.6621, 0.7095, 0.668, 0.7243, 0.7243, 0.7115, 0.7322, 0.8004, 0.6907, 0.5998, 0.4832, 0.6482, 0.5919, 0.4466, 0.3953, 0.4234, 0.2253, 0.1146, 0.2164, 0.3083, 0.2075, 0.1443, 0.0662, 0.0968, 0.0968, 0.1314, 0.1423, 0.1314, 0.0573, 0.0257, 0.1344, 0.0998, -0.334, -0.4373, -0.417, -0.4012, -0.333, -0.336, -0.3943, -0.3903, -0.3666, -0.3626, -0.3953, -0.4358, -0.4506, -0.4427, -0.4783, -0.4545, -0.4872, -0.4723]}
{"unit_id": "orig:1971333610247704935", "ticker_idx": 2, "ts": "2025-09-25T21:58:52+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "creating durable support for infrastructure and storage providers. $EOSE $BE $GEV", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish AI infrastructure and energy storage names (FLNC, EOSE, BE, GEV) on durable capex cycle acceleration as hyperscalers finance expansion through debt.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Markets rotated into AI infrastructure and energy storage today, with $FLNC up about 5 percent as investors positioned for stronger grid demand. The move followed $ORCL choice to finance AI expansion through debt, which shifts the competitive landscape. If hyperscalers adopt the same approach, the capex cycle will not only persist but accelerate, creating durable support for infrastructure and storage providers. $EOSE $BE $GEV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02317971075784775, "ret_signed_m1d": -0.02317971075784775, "alpha_spy_m1d": -0.017483311540502866, "alpha_c_m1d": -0.014266399713676492, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.008913311044171257, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04664389638127786, "ret_signed_p1d": 0.04664389638127786, "alpha_spy_p1d": 0.04383344959797664, "alpha_c_p1d": 0.043563509024787006, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.0030803873564908546, "ret_p1w": 0.2839875043710074, "ret_signed_p1w": 0.2839875043710074, "alpha_spy_p1w": 0.2728213158757997, "alpha_c_p1w": 0.2719938059703455, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": 0.01199369840066189, "ret_p1m": 0.543373140646999, "ret_signed_p1m": 0.543373140646999, "alpha_spy_p1m": 0.5079859110330134, "alpha_c_p1m": 0.5223349907920454, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": 0.02103814985495367, "ret_p3m": 0.30659837389306244, "ret_signed_p3m": 0.30659837389306244, "alpha_spy_p3m": 0.2603622282965947, "alpha_c_p3m": 0.27081752000960657, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.035780853883455865, "ret_p6m": 1.0098123214505224, "ret_signed_p6m": 1.0098123214505224, "alpha_spy_p6m": 1.0139045045513535, "alpha_c_p6m": 0.9345195681384453, "bench_spy_p6m": -0.004092183100831148, "bench_c_p6m": 0.07529275331207708, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.543373140646999, "alpha_spy_stated": 0.5079859110330134, "alpha_c_stated": 0.5223349907920454, "price_path": [-0.6853, -0.6792, -0.6553, -0.6553, -0.6536, -0.6544, -0.5917, -0.6324, -0.6388, -0.6308, -0.6401, -0.6489, -0.6543, -0.6446, -0.6394, -0.6313, -0.6176, -0.5299, -0.5117, -0.5054, -0.5058, -0.465, -0.4683, -0.4778, -0.4866, -0.4652, -0.4474, -0.4767, -0.4767, -0.4646, -0.4134, -0.3732, -0.3585, -0.3561, -0.3387, -0.3871, -0.367, -0.3625, -0.3097, -0.2982, -0.2898, -0.2769, -0.2207, -0.2472, -0.2472, -0.2698, -0.2541, -0.2191, -0.1884, -0.24, -0.2179, -0.1047, -0.0431, -0.0435, -0.0469, 0.0422, 0.133, 0.1515, 0.2078, 0.2268, 0.1004, -0.0162, -0.0232, 0.0, 0.0466, 0.2026, 0.2826, 0.2514, 0.284, 0.2368, 0.2238, 0.2454, 0.2322, 0.2354, 0.563, 0.622, 0.6578, 0.6367, 0.5856, 0.5509, 0.4844, 0.342, 0.4423, 0.5697, 0.5434, 0.6109, 0.9015, 0.8181, 0.8794, 1.0246, 0.8352, 1.011, 0.9462, 0.9228, 0.9799, 0.807, 0.802, 0.4726, 0.5912, 0.5232, 0.4927, 0.5491, 0.3279, 0.2797, 0.3589, 0.3409, 0.4383, 0.4383, 0.5535, 0.4069, 0.4932, 0.4576, 0.6793, 0.6948, 0.5897, 0.5563, 0.4404, 0.5499, 0.3507, 0.2739, 0.2459, 0.0946, 0.1406, 0.2631, 0.312, 0.3002, 0.3066, 0.3066, 0.2824, 0.2573, 0.2409, 0.2356, 0.2356, 0.4034, 0.4771, 0.4654, 0.5358, 0.7327, 0.9066, 0.9464, 0.9876, 0.8979, 0.9791, 1.126, 1.126, 1.158, 1.1411, 1.071, 1.0604, 0.9855, 1.166, 1.352, 1.2257, 1.1526, 1.2203, 1.4017, 1.0954, 0.9425, 1.034, 1.2066, 1.1146, 1.2119, 0.9771, 0.9872, 0.9872, 1.0666, 1.2365, 1.2611, 1.0983, 1.2793, 1.3635, 1.4854, 1.3972, 1.2137, 1.3606, 1.1761, 1.3433, 1.2752, 0.9225, 1.1519, 1.19, 1.2641, 1.2351, 1.1972, 1.1854, 1.276, 1.2267, 1.3704, 1.1348, 1.0098]}
{"unit_id": "orig:1971333610247704935", "ticker_idx": 3, "ts": "2025-09-25T21:58:52+00:00", "symbol": "GEV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "creating durable support for infrastructure and storage providers. $EOSE $BE $GEV", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish AI infrastructure and energy storage names (FLNC, EOSE, BE, GEV) on durable capex cycle acceleration as hyperscalers finance expansion through debt.", "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": "Markets rotated into AI infrastructure and energy storage today, with $FLNC up about 5 percent as investors positioned for stronger grid demand. The move followed $ORCL choice to finance AI expansion through debt, which shifts the competitive landscape. If hyperscalers adopt the same approach, the capex cycle will not only persist but accelerate, creating durable support for infrastructure and storage providers. $EOSE $BE $GEV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0038833917050058453, "ret_signed_m1d": 0.0038833917050058453, "alpha_spy_m1d": 0.009579790922350728, "alpha_c_m1d": 0.012796702749177102, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.008913311044171257, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004527607946149037, "ret_signed_p1d": -0.004527607946149037, "alpha_spy_p1d": -0.007338054729450261, "alpha_c_p1d": -0.007607995302639892, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.0030803873564908546, "ret_p1w": -0.016821696046586565, "ret_signed_p1w": -0.016821696046586565, "alpha_spy_p1w": -0.02798788454179424, "alpha_c_p1w": -0.028815394447248455, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": 0.01199369840066189, "ret_p1m": -0.03393471975784823, "ret_signed_p1m": -0.03393471975784823, "alpha_spy_p1m": -0.06932194937183389, "alpha_c_p1m": -0.0549728696128019, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": 0.02103814985495367, "ret_p3m": 0.1031582971625069, "ret_signed_p3m": 0.1031582971625069, "alpha_spy_p3m": 0.05692215156603919, "alpha_c_p3m": 0.06737744327905104, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.035780853883455865, "ret_p6m": 0.4610647449958005, "ret_signed_p6m": 0.4610647449958005, "alpha_spy_p6m": 0.46515692809663167, "alpha_c_p6m": 0.38577199168372345, "bench_spy_p6m": -0.004092183100831148, "bench_c_p6m": 0.07529275331207708, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03393471975784823, "alpha_spy_stated": -0.06932194937183389, "alpha_c_stated": -0.0549728696128019, "price_path": [-0.1642, -0.1658, -0.146, -0.146, -0.1241, -0.1246, -0.1151, -0.1091, -0.1095, -0.0832, -0.0757, -0.0731, -0.0582, -0.0509, -0.0649, -0.0928, 0.0394, 0.0311, 0.0651, 0.0702, 0.0454, 0.0823, 0.0911, 0.0848, 0.0952, 0.0736, 0.0981, 0.0672, 0.0726, 0.0753, 0.0864, 0.0482, 0.0332, 0.0277, 0.0328, -0.0034, -0.001, 0.0014, 0.0031, -0.0047, 0.0343, 0.0285, 0.0471, 0.0129, 0.0129, -0.0421, -0.0465, -0.0105, -0.0382, -0.0082, 0.0009, 0.0634, 0.0479, 0.0337, 0.0388, 0.0211, 0.0159, 0.0096, 0.0314, 0.0648, 0.0467, 0.0393, 0.0039, 0.0, -0.0045, 0.0161, 0.0016, 0.0018, -0.0168, -0.0032, 0.0016, 0.0335, 0.0481, -0.001, 0.0712, 0.0648, 0.0178, -0.0052, -0.0085, -0.0179, -0.0324, -0.0478, -0.0161, -0.0339, -0.0339, -0.0561, -0.0445, -0.051, -0.0327, -0.0391, -0.0942, -0.0748, -0.0905, -0.0492, -0.0415, -0.0477, -0.0488, -0.0773, -0.044, -0.0461, -0.0826, -0.0158, -0.0775, -0.0811, -0.0404, -0.0535, -0.0251, -0.0251, -0.0085, -0.0463, -0.0055, -0.0049, 0.04, 0.0436, 0.0281, 0.0337, 0.1952, 0.1641, 0.1104, 0.1264, 0.1344, 0.0153, 0.0571, 0.0882, 0.094, 0.0935, 0.1032, 0.1032, 0.0968, 0.0968, 0.0905, 0.0804, 0.0804, 0.1234, 0.1264, 0.1354, 0.0957, 0.0396, 0.0298, 0.0584, 0.0788, 0.0657, 0.0625, 0.1275, 0.1275, 0.133, 0.1049, 0.0946, 0.0882, 0.1018, 0.146, 0.1772, 0.1868, 0.2017, 0.249, 0.2908, 0.2345, 0.2201, 0.2893, 0.326, 0.3082, 0.3626, 0.3509, 0.327, 0.327, 0.3551, 0.3525, 0.3807, 0.3737, 0.3759, 0.4554, 0.4492, 0.45, 0.4452, 0.4578, 0.3929, 0.3917, 0.3483, 0.3057, 0.3733, 0.3883, 0.4023, 0.3766, 0.3318, 0.3687, 0.3972, 0.4211, 0.4524, 0.4088, 0.4611]}
{"unit_id": "quote:1986434540164821366", "ticker_idx": 0, "ts": "2025-11-06T14:04:35+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every metric is decelerating in unison. I knew this company was a pile of shit", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish DUOL: MAU, paid subscribers, and bookings all decelerating to multi-year lows; author calls it a pile of shit.", "resolved_tickers": ["DUOL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "@DataDInvesting claims to be \"“driven by data” yet somehow manages to drive straight past every red flag on Duolingo’s dashboard. \n\nhe asked me for where the deceleration is so i'm here to share some wisdom for this young nephew.\n\nMonthly Active Users: growth DECELERATING to 19.6%, the slowest in company history. a complete collapse from nearly 50% just 18 months ago.\n\nPaid Subscribers: DECELERATING to 33.7%, the slowest since Duolingo went public, down from 74% two years ago. that’s what happens when your user base runs out of free trials.\n\nTotal Bookings: DECELERATING to the slowest since mid-2023, confirming what’s obvious, revenue momentum has driven off a cliff.\n\nEvery metric is decelerating in unison. The “data” he’s driven by must be from a different universe. Truly inspiring that a man who sees a plane nosediving and compliments the glide path.\n\nThis is what happens when you're too stubborn to see the writing on the wall and circle jerk your way into believing you're a \"smart investor\"\n\nYou don't even need to look at the data. I knew this company was a pile of shit when i saw the king @alc2022 saying this is the next $PLTR\n\nGiven the scale of this analytical malpractice, I’m adding in the #DUMBASSOFTHEDAY committee @closenberger, @DeepValueBagger, @RKGcapital, @retail_mourinho for immediate review of this top tier candidate.", "reply_text": null, "parent_text": null, "quoted_text": "@RJCcapital Show me anywhere there is deceleration. You can't. Which is why you won't answer", "parent_author": null, "ret_m1d": 0.34210788500698386, "ret_signed_m1d": -0.34210788500698386, "alpha_spy_m1d": -0.33126206152672255, "alpha_c_m1d": -0.33126206152672255, "bench_spy_m1d": 0.010845823480261307, "bench_c_m1d": 0.010845823480261307, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03855683394706366, "ret_signed_p1d": -0.03855683394706366, "alpha_spy_p1d": -0.03757226886840459, "alpha_c_p1d": -0.03757226886840459, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.000984565078659072, "ret_p1w": -0.03716327037724432, "ret_signed_p1w": 0.03716327037724432, "alpha_spy_p1w": 0.03974412723347209, "alpha_c_p1w": 0.03974412723347209, "bench_spy_p1w": 0.0025808568562277756, "bench_c_p1w": 0.0025808568562277756, "ret_p1m": 0.031020926687482797, "ret_signed_p1m": -0.031020926687482797, "alpha_spy_p1m": -0.008076355479621489, "alpha_c_p1m": -0.008076355479621489, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.02294457120786131, "ret_p3m": -0.37916798095919924, "ret_signed_p3m": 0.37916798095919924, "alpha_spy_p3m": 0.4108809102799311, "alpha_c_p3m": 0.4108809102799311, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.031712929320731886, "ret_p6m": -0.42577683056829807, "ret_signed_p6m": 0.42577683056829807, "alpha_spy_p6m": 0.5069980327971757, "alpha_c_p6m": 0.5069980327971757, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": 0.08122120222887763, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.031020926687482797, "alpha_spy_stated": -0.008076355479621489, "alpha_c_stated": -0.008076355479621489, "price_path": [0.758, 0.6668, 0.6926, 0.7027, 0.6875, 0.9056, 0.7583, 0.7491, 0.7834, 0.713, 0.6591, 0.6312, 0.641, 0.666, 0.5374, 0.5374, 0.4967, 0.4582, 0.4076, 0.3997, 0.4002, 0.4116, 0.4757, 0.5967, 0.5893, 0.4716, 0.4491, 0.4409, 0.4951, 0.5015, 0.5967, 0.5459, 0.5545, 0.6181, 0.6847, 0.697, 0.6612, 0.5677, 0.6156, 0.6653, 0.6533, 0.6516, 0.7925, 0.7404, 0.6775, 0.7033, 0.7167, 0.7605, 0.7062, 0.6724, 0.6142, 0.6394, 0.5875, 0.6179, 0.6104, 0.5832, 0.5169, 0.4079, 0.3566, 0.3969, 0.3675, 0.3525, 0.3421, 0.0, 0.0386, -0.0049, 0.0059, -0.037, -0.0372, -0.0448, -0.0798, -0.0944, -0.0994, -0.1328, -0.1082, -0.1098, -0.0928, -0.0274, -0.0274, -0.012, -0.0428, -0.0574, -0.0434, -0.0277, 0.031, 0.0732, 0.0792, 0.0191, 0.0373, 0.0131, -0.0401, -0.036, -0.0505, -0.056, -0.0402, -0.0432, -0.0747, -0.0674, -0.0674, -0.0624, -0.07, -0.0857, -0.0941, -0.0941, -0.0891, -0.0443, -0.0764, -0.09, -0.1026, -0.0882, -0.1652, -0.1442, -0.1934, -0.203, -0.2249, -0.2249, -0.2331, -0.2422, -0.2067, -0.1949, -0.2177, -0.246, -0.2629, -0.2801, -0.308, -0.319, -0.3792, -0.3966, -0.4098, -0.3837, -0.3862, -0.377, -0.4358, -0.4216, -0.419, -0.419, -0.4215, -0.4195, -0.4265, -0.4171, -0.4522, -0.4352, -0.4237, -0.3938, -0.4787, -0.4796, -0.4755, -0.5036, -0.4759, -0.4739, -0.4817, -0.5087, -0.49, -0.5101, -0.4922, -0.4738, -0.4613, -0.4836, -0.4859, -0.4939, -0.4851, -0.4958, -0.4884, -0.4936, -0.5078, -0.5142, -0.4912, -0.5035, -0.5017, -0.5017, -0.487, -0.503, -0.53, -0.5327, -0.5353, -0.5172, -0.5279, -0.4901, -0.466, -0.4812, -0.4589, -0.4703, -0.4554, -0.4823, -0.466, -0.4668, -0.4516, -0.4486, -0.4317, -0.4258]}
{"unit_id": "orig:1968624753658245452", "ticker_idx": 0, "ts": "2025-09-18T10:34:51+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "institutional ownership currently sits at just 40% with only 5 analysts currently covering the stock. We are so early.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: low institutional ownership (40%) and minimal analyst coverage signal early-stage 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": "original", "lang": "en", "tweet_text": "$NBIS institutional ownership currently sits at just 40% with only 5 analysts currently covering the stock. We are so early. https://t.co/sb19AHikzg", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00042499909009829917, "ret_signed_m1d": -0.00042499909009829917, "alpha_spy_m1d": 0.004225769731095341, "alpha_c_m1d": 0.0003317493795469417, "bench_spy_m1d": -0.0046507688211936404, "bench_c_m1d": -0.0007567484696452409, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05514231471056985, "ret_signed_p1d": 0.05514231471056985, "alpha_spy_p1d": 0.050189446259676584, "alpha_c_p1d": 0.051021806625658694, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": 0.004120508084911156, "ret_p1w": 0.14683382162699843, "ret_signed_p1w": 0.14683382162699843, "alpha_spy_p1w": 0.15043600095620868, "alpha_c_p1w": 0.1592947385470731, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": -0.012460916920074672, "ret_p1m": 0.20526985902075778, "ret_signed_p1m": 0.20526985902075778, "alpha_spy_p1m": 0.19927222158522762, "alpha_c_p1m": 0.23536686756138114, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": -0.03009700854062336, "ret_p3m": -0.13992780932869353, "ret_signed_p3m": -0.13992780932869353, "alpha_spy_p3m": -0.16785059296152816, "alpha_c_p3m": -0.1242603421071603, "bench_spy_p3m": 0.027922783632834625, "bench_c_p3m": -0.015667467221533227, "ret_p6m": 0.20006368096227, "ret_signed_p6m": 0.20006368096227, "alpha_spy_p6m": 0.19428260106511797, "alpha_c_p6m": 0.23116897287463034, "bench_spy_p6m": 0.005781079897152042, "bench_c_p6m": -0.031105291912360333, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20526985902075778, "alpha_spy_stated": 0.19927222158522762, "alpha_c_stated": 0.23536686756138114, "price_path": [-0.4955, -0.4579, -0.4845, -0.4411, -0.4492, -0.4121, -0.4655, -0.4691, -0.4661, -0.4661, -0.4917, -0.4996, -0.5107, -0.5067, -0.5293, -0.448, -0.4313, -0.4336, -0.4296, -0.4391, -0.4436, -0.458, -0.4488, -0.4458, -0.4542, -0.4395, -0.4645, -0.4551, -0.4217, -0.4475, -0.4245, -0.4138, -0.4147, -0.3061, -0.2692, -0.2537, -0.1996, -0.2496, -0.2726, -0.2391, -0.2293, -0.2861, -0.2831, -0.2969, -0.2671, -0.2561, -0.2512, -0.2552, -0.2346, -0.2741, -0.2741, -0.3017, -0.3025, -0.3103, -0.3044, -0.3194, 0.017, -0.0078, -0.0524, -0.0394, -0.0336, -0.0498, -0.0004, 0.0, 0.0551, 0.1326, 0.1453, 0.203, 0.1468, 0.1443, 0.1711, 0.1928, 0.2283, 0.3373, 0.3598, 0.3275, 0.2505, 0.2962, 0.4093, 0.3768, 0.4392, 0.3616, 0.3369, 0.3073, 0.2053, 0.1581, 0.1079, 0.0478, 0.1279, 0.2459, 0.3327, 0.2944, 0.3292, 0.3194, 0.3899, 0.28, 0.1745, 0.2431, 0.1628, 0.1823, 0.1682, 0.0861, 0.0025, -0.0583, -0.1124, -0.0865, -0.038, 0.0101, -0.1007, -0.1154, -0.0236, -0.0557, 0.0061, 0.0061, 0.008, 0.0641, 0.0248, 0.051, 0.0922, 0.0416, 0.066, 0.0243, -0.0056, 0.0017, -0.0683, -0.1379, -0.1399, -0.1984, -0.1703, -0.0495, -0.0095, -0.0435, -0.0318, -0.0318, -0.0694, -0.0858, -0.0951, -0.1107, -0.1107, -0.0443, -0.0137, 0.065, 0.0222, 0.0338, 0.0405, 0.1404, 0.1202, 0.0835, 0.1038, 0.1552, 0.1552, 0.0549, 0.0505, 0.029, 0.004, -0.0283, 0.0398, 0.067, 0.0084, -0.0949, -0.0633, -0.0443, -0.1246, -0.2152, -0.0852, -0.0132, -0.0248, -0.0585, -0.0466, 0.0413, 0.0413, 0.0361, 0.0816, 0.1433, 0.0404, 0.069, 0.0899, 0.1275, 0.1143, -0.0311, -0.033, -0.0778, 0.0389, 0.0163, -0.0509, 0.0087, 0.0245, 0.1899, 0.1479, 0.2001]}
{"unit_id": "orig:1972500048274395421", "ticker_idx": 0, "ts": "2025-09-29T03:13:53+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RBRK is the best under appreciated AI stock right now. Rubrik is at the center of the shift: protecting, backing up, and securing data for enterprises that are scaling AI workloads at unprecedented speed.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RBRK as the best underappreciated AI play: 51% revenue growth, no debt, operating leverage inflecting, trading at half peer valuations, clear winner in enterprise data security.", "resolved_tickers": ["RBRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$RBRK - AI is fueling an explosion of data  and every new model, inference, and application exponentially multiplies the amount of critical information that needs to be secured.\n\nThat’s why $RBRK is the best under appreciated AI stock right now.\n\nRubrik is at the center of the shift: protecting, backing up, and securing data for enterprises that are scaling AI workloads at unprecedented speed. As data grows exponentially, so does the need for Rubrik’s solutions.\n\nThe fundamentals make the case even stronger:\n\n🔹 Founder-led\n🔹 No debt on the balance sheet\n🔹 Operating leverage starting to inflect\n🔹 51% revenue growth\n🔹 Trading at ~half the valuation of peers\n🔹 6x Gartner Magic Quadrant leader \n\nThe AI trade isn’t just about GPUs or model developers. It’s about who protects the data that fuels them. On that front, Rubrik is positioned as a clear winner.\n\n#AI #Cybersecurity #RBRK\n\n@wolfofharcourt \n@sam_badawi \n@StockSavvyShay \n@davey_juice \n@zarieinvests \n@doomerzoomer \n@stocksguide_", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014278796067941357, "ret_signed_m1d": -0.014278796067941357, "alpha_spy_m1d": -0.011476225759348924, "alpha_c_m1d": -0.011476225759348924, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.0028025703085924336, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013078910316619008, "ret_signed_p1d": -0.013078910316619008, "alpha_spy_p1d": -0.016845745071977336, "alpha_c_p1d": -0.016845745071977336, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": 0.003766834755358328, "ret_p1w": -0.013558882926230864, "ret_signed_p1w": -0.013558882926230864, "alpha_spy_p1w": -0.02550736103152118, "alpha_c_p1w": -0.02550736103152118, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": 0.011948478105290317, "ret_p1m": -0.08663299626311616, "ret_signed_p1m": -0.08663299626311616, "alpha_spy_p1m": -0.12186077835474374, "alpha_c_p1m": -0.12186077835474374, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.03522778209162758, "ret_p3m": -0.05447556378243679, "ret_signed_p3m": -0.05447556378243679, "alpha_spy_p3m": -0.09777955902147961, "alpha_c_p3m": -0.09777955902147961, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.043303995239042825, "ret_p6m": -0.4232061218249762, "ret_signed_p6m": -0.4232061218249762, "alpha_spy_p6m": -0.4129891284792261, "alpha_c_p6m": -0.4129891284792261, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.010216993345750103, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08663299626311616, "alpha_spy_stated": -0.12186077835474374, "alpha_c_stated": -0.12186077835474374, "price_path": [0.0269, 0.0689, 0.0689, 0.0781, 0.0424, 0.099, 0.0336, 0.0144, 0.03, 0.048, 0.0498, 0.0431, 0.0572, 0.0383, 0.0052, 0.018, 0.0284, 0.0199, 0.0452, 0.0706, 0.1449, 0.1393, 0.0517, 0.1102, 0.0504, 0.1012, 0.0768, 0.0488, 0.0283, 0.0601, 0.0569, 0.0133, 0.0299, 0.0286, 0.0076, 0.0211, 0.0228, 0.0652, 0.0539, 0.022, 0.0503, 0.1163, 0.0727, 0.0727, 0.0547, 0.0526, 0.0385, 0.0911, 0.1472, 0.1819, -0.0314, -0.0654, -0.1061, -0.0929, -0.1001, -0.1134, -0.0638, -0.0373, -0.0342, -0.0226, -0.0506, -0.0162, -0.0143, 0.0, -0.0131, -0.0109, 0.0072, -0.0062, -0.0136, -0.0461, 0.0109, 0.0331, -0.012, -0.0018, -0.062, -0.0514, -0.0564, -0.0734, -0.0544, -0.0415, -0.0779, -0.0778, -0.0762, -0.0666, -0.0866, -0.137, -0.1475, -0.0968, -0.0905, -0.1289, -0.1319, -0.1417, -0.1237, -0.0872, -0.0925, -0.1127, -0.1539, -0.1415, -0.1638, -0.1745, -0.1591, -0.1878, -0.201, -0.1914, -0.1734, -0.182, -0.182, -0.1682, -0.1769, -0.1673, -0.1431, -0.1549, 0.0352, 0.0691, 0.0956, 0.0788, 0.0449, -0.0217, -0.0414, -0.0652, -0.1218, -0.0892, -0.0619, -0.0436, -0.0551, -0.0545, -0.0545, -0.0562, -0.064, -0.0656, -0.0823, -0.0823, -0.0944, -0.1181, -0.0988, -0.0776, -0.14, -0.1533, -0.1436, -0.1502, -0.1824, -0.1715, -0.1949, -0.1949, -0.2215, -0.2279, -0.2189, -0.212, -0.1802, -0.2529, -0.2418, -0.3044, -0.3287, -0.3467, -0.3743, -0.3776, -0.42, -0.3872, -0.3513, -0.3301, -0.3386, -0.3618, -0.3455, -0.3455, -0.3581, -0.3474, -0.3501, -0.3976, -0.4329, -0.3876, -0.3741, -0.3481, -0.3765, -0.3558, -0.3536, -0.3416, -0.3295, -0.314, -0.314, -0.3287, -0.3098, -0.3518, -0.3589, -0.38, -0.3753, -0.375, -0.389, -0.4087, -0.3859, -0.4232]}
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{"unit_id": "thread:1978880055439671478", "ticker_idx": 0, "ts": "2025-10-16T17:45:45+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have initiated a new position in T1 Energy $TE. A bet on U.S. energy dominance and reshoring.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long position in T1 Energy on U.S. energy dominance and reshoring thesis.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have initiated a new position in T1 Energy $TE. A bet on U.S. energy dominance and reshoring. I will be doing a deep dive this weekend. https://t.co/QB11Hzhukl\n\n---\n\ncc: @t1energy @_danielbarcelo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11727072647919412, "ret_signed_m1d": 0.11727072647919412, "alpha_spy_m1d": 0.11041389597848283, "alpha_c_m1d": 0.11067436482394499, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.006596361655249128, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07889123263217257, "ret_signed_p1d": -0.07889123263217257, "alpha_spy_p1d": -0.08456743779642573, "alpha_c_p1d": -0.07974874949442035, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": 0.0008575168622477758, "ret_p1w": -0.2089552253980751, "ret_signed_p1w": -0.2089552253980751, "alpha_spy_p1w": -0.22578728735920062, "alpha_c_p1w": -0.22993149301481286, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.020976267616737765, "ret_p1m": -0.28358212066054045, "ret_signed_p1m": -0.28358212066054045, "alpha_spy_p1m": -0.3006715652794403, "alpha_c_p1m": -0.2862866593979967, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": 0.0027045387374562413, "ret_p3m": 0.6759061913898257, "ret_signed_p3m": 0.6759061913898257, "alpha_spy_p3m": 0.6226549025436052, "alpha_c_p3m": 0.5903407099869054, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.08556548140292031, "ret_p6m": 0.0, "ret_signed_p6m": 0.0, "alpha_spy_p6m": -0.034343584329709076, "alpha_c_p6m": -0.13846348938698516, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.13846348938698516, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.28358212066054045, "alpha_spy_stated": -0.3006715652794403, "alpha_c_stated": -0.2862866593979967, "price_path": [-0.6738, -0.6652, -0.6652, -0.6844, -0.6972, -0.7015, -0.7143, -0.7249, -0.7463, -0.7527, -0.7356, -0.7335, -0.7335, -0.7292, -0.7271, -0.7356, -0.7335, -0.7143, -0.7313, -0.6844, -0.6695, -0.6887, -0.7164, -0.6844, -0.661, -0.6546, -0.6567, -0.6631, -0.6503, -0.6482, -0.6482, -0.597, -0.6098, -0.6055, -0.5778, -0.5778, -0.5864, -0.6013, -0.5991, -0.6034, -0.6205, -0.6269, -0.6226, -0.6034, -0.5842, -0.5672, -0.6077, -0.5309, -0.516, -0.5309, -0.5032, -0.5352, -0.4904, -0.4968, -0.4606, -0.403, -0.3902, -0.3753, -0.1834, -0.2239, -0.2537, -0.145, 0.1173, 0.0, -0.0789, 0.0149, -0.0448, -0.1237, -0.209, -0.2601, -0.1834, -0.2111, -0.2324, -0.2239, -0.2068, -0.2708, -0.2154, -0.1279, -0.2154, -0.1876, -0.0405, -0.0597, -0.1791, -0.2559, -0.2836, -0.322, -0.3475, -0.3838, -0.42, -0.42, -0.3305, -0.2985, -0.1812, -0.1812, -0.1215, -0.0469, 0.0107, -0.0362, 0.0896, 0.2431, 0.2836, 0.435, 0.3113, 0.2516, 0.1407, 0.0789, 0.1599, 0.1557, 0.2836, 0.371, 0.5565, 0.516, 0.5032, 0.5032, 0.4499, 0.3689, 0.3859, 0.4243, 0.4243, 0.6716, 0.7484, 0.6311, 0.5522, 0.452, 0.4797, 0.5373, 0.6759, 0.6759, 0.58, 0.742, 0.742, 0.7655, 0.6674, 0.7846, 0.8124, 0.7356, 0.9446, 1.0235, 0.8934, 0.7761, 0.8465, 0.9382, 0.6482, 0.5501, 0.7633, 0.629, 0.6013, 0.4606, 0.3241, 0.3049, 0.3049, 0.3731, 0.3774, 0.3454, 0.3241, 0.3412, 0.5117, 0.5394, 0.5544, 0.3134, 0.4584, 0.3881, 0.5139, 0.452, 0.4328, 0.5267, 0.7015, 0.7356, 0.6503, 0.6247, 0.6461, 0.661, 0.5629, 0.6439, 0.4072, 0.4584, 0.4094, 0.4243, 0.339, 0.2281, 0.1983, -0.064, -0.0448, -0.1066, -0.1066, -0.1365, -0.162, -0.1109, -0.1087, 0.0]}
{"unit_id": "reply:1974145319421268052", "ticker_idx": 0, "ts": "2025-10-03T16:11:36+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It will", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses NBIS ripping to $200 by end of year.", "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": "@pepemoonboy It will", "reply_text": null, "parent_text": "What if $NBIS defies all your charts and analysis and rips straight to $200 by end of year?\n\nIt’s not like we haven’t seen that happen with numerous stocks this year already…", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.01648695542276879, "ret_signed_m1d": -0.01648695542276879, "alpha_spy_m1d": -0.01650176104835477, "alpha_c_m1d": -0.017002481392868973, "bench_spy_m1d": 1.4805625585978532e-05, "bench_c_m1d": 0.0005155259701001835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023753718048036276, "ret_signed_p1d": -0.023753718048036276, "alpha_spy_p1d": -0.027339990014503934, "alpha_c_p1d": -0.024784769988236866, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.001031051940200589, "ret_p1w": 0.012501941179503984, "ret_signed_p1w": 0.012501941179503984, "alpha_spy_p1w": 0.03669470122859242, "alpha_c_p1w": 0.0433465200872557, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.03084457890775172, "ret_p1m": -0.05868105906580756, "ret_signed_p1m": -0.05868105906580756, "alpha_spy_p1m": -0.0797955364387195, "alpha_c_p1m": -0.03462397418856411, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": -0.02405708487724345, "ret_p3m": -0.3459524954253739, "ret_signed_p3m": -0.3459524954253739, "alpha_spy_p3m": -0.3679560460167022, "alpha_c_p3m": -0.36065398115084735, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.014701485725473473, "ret_p6m": -0.2791061125469795, "ret_signed_p6m": -0.2791061125469795, "alpha_spy_p6m": -0.22883549605820253, "alpha_c_p6m": -0.21264969545908607, "bench_spy_p6m": -0.050270616488776954, "bench_c_p6m": -0.0664564170878934, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05868105906580756, "alpha_spy_stated": -0.0797955364387195, "alpha_c_stated": -0.03462397418856411, "price_path": [-0.632, -0.6402, -0.6372, -0.6539, -0.5941, -0.5817, -0.5835, -0.5805, -0.5875, -0.5908, -0.6014, -0.5946, -0.5924, -0.5986, -0.5878, -0.6062, -0.5992, -0.5747, -0.5937, -0.5767, -0.5689, -0.5695, -0.4897, -0.4626, -0.4512, -0.4114, -0.4481, -0.4651, -0.4404, -0.4332, -0.475, -0.4728, -0.4829, -0.461, -0.4529, -0.4493, -0.4523, -0.4371, -0.4662, -0.4662, -0.4865, -0.487, -0.4928, -0.4884, -0.4995, -0.2521, -0.2703, -0.3031, -0.2936, -0.2893, -0.3012, -0.2649, -0.2646, -0.224, -0.1671, -0.1577, -0.1153, -0.1566, -0.1585, -0.1388, -0.1228, -0.0967, -0.0165, 0.0, -0.0238, -0.0803, -0.0467, 0.0364, 0.0125, 0.0584, 0.0013, -0.0168, -0.0386, -0.1136, -0.1483, -0.1852, -0.2294, -0.1705, -0.0838, -0.0199, -0.0481, -0.0225, -0.0297, 0.0222, -0.0587, -0.1363, -0.0858, -0.1449, -0.1305, -0.1409, -0.2013, -0.2627, -0.3075, -0.3472, -0.3282, -0.2925, -0.2571, -0.3386, -0.3494, -0.2819, -0.3055, -0.2601, -0.2601, -0.2587, -0.2175, -0.2464, -0.2271, -0.1967, -0.2339, -0.216, -0.2467, -0.2687, -0.2633, -0.3148, -0.366, -0.3675, -0.4105, -0.3898, -0.301, -0.2715, -0.2965, -0.2879, -0.2879, -0.3156, -0.3277, -0.3345, -0.346, -0.346, -0.2972, -0.2747, -0.2168, -0.2482, -0.2397, -0.2348, -0.1614, -0.1762, -0.2032, -0.1883, -0.1504, -0.1504, -0.2242, -0.2275, -0.2432, -0.2616, -0.2854, -0.2353, -0.2153, -0.2584, -0.3343, -0.3111, -0.2972, -0.3562, -0.4228, -0.3272, -0.2743, -0.2828, -0.3076, -0.2989, -0.2342, -0.2342, -0.238, -0.2046, -0.1592, -0.2349, -0.2139, -0.1985, -0.1708, -0.1805, -0.2875, -0.2889, -0.3218, -0.236, -0.2526, -0.302, -0.2582, -0.2465, -0.1249, -0.1558, -0.1174, 0.0146, -0.091, -0.0736, -0.0505, -0.081, -0.1081, -0.1021, -0.1007, -0.172, -0.2122, -0.2791]}
{"unit_id": "reply:1967207300659392697", "ticker_idx": 0, "ts": "2025-09-14T12:42:24+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RBRK is an easy close your eyes and watch it triple", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long both RBRK (expects triple) and NBIS (even more upside); owns both positions.", "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": "reply_other", "lang": "en", "tweet_text": "@GabGrowth $RBRK is an easy close your eyes and watch it triple. Think $NBIS has more upside tho. I own both", "reply_text": null, "parent_text": "$NBIS and $RBRK starting to interest me.\n\nDoing more research, especially on the latter. \n\n$NBIS I have already been a big fan of for a few months now, and the $MSFT deal might just solidify the thesis.", "quoted_text": null, "parent_author": "GabGrowth", "ret_m1d": -0.014550244660357259, "ret_signed_m1d": -0.014550244660357259, "alpha_spy_m1d": -0.009254476335561868, "alpha_c_m1d": -0.009254476335561868, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0079364879131113, "ret_signed_p1d": -0.0079364879131113, "alpha_spy_p1d": -0.006559509714970435, "alpha_c_p1d": -0.006559509714970435, "bench_spy_p1d": -0.0013769781981408658, "bench_c_p1d": -0.0013769781981408658, "ret_p1w": 0.06468253291463166, "ret_signed_p1w": 0.06468253291463166, "alpha_spy_p1w": 0.05291281013198712, "alpha_c_p1w": 0.05291281013198712, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": 0.03399470564412721, "ret_signed_p1m": 0.03399470564412721, "alpha_spy_p1m": 0.02921949427699344, "alpha_c_p1m": 0.02921949427699344, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": 0.1518518993206508, "ret_signed_p3m": 0.1518518993206508, "alpha_spy_p3m": 0.10620171527692146, "alpha_c_p3m": 0.10620171527692146, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.2599206098913891, "ret_signed_p6m": -0.2599206098913891, "alpha_spy_p6m": -0.2904148831579274, "alpha_c_p6m": -0.2904148831579274, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03399470564412721, "alpha_spy_stated": 0.02921949427699344, "alpha_c_stated": 0.02921949427699344, "price_path": [0.153, 0.153, 0.1311, 0.1866, 0.1918, 0.1979, 0.2183, 0.1558, 0.1851, 0.1267, 0.132, 0.1783, 0.1783, 0.1885, 0.1491, 0.2115, 0.1394, 0.1183, 0.1354, 0.1553, 0.1573, 0.1499, 0.1655, 0.1446, 0.1081, 0.1222, 0.1337, 0.1243, 0.1522, 0.1802, 0.2622, 0.256, 0.1594, 0.2238, 0.1579, 0.2139, 0.187, 0.1562, 0.1336, 0.1687, 0.1651, 0.1171, 0.1353, 0.1339, 0.1107, 0.1257, 0.1275, 0.1742, 0.1618, 0.1266, 0.1578, 0.2306, 0.1825, 0.1825, 0.1627, 0.1603, 0.1448, 0.2028, 0.2647, 0.3029, 0.0677, 0.0303, -0.0146, 0.0, -0.0079, -0.0226, 0.032, 0.0612, 0.0647, 0.0775, 0.0466, 0.0845, 0.0866, 0.1024, 0.088, 0.0903, 0.1103, 0.0955, 0.0874, 0.0516, 0.1144, 0.1389, 0.0892, 0.1004, 0.034, 0.0458, 0.0402, 0.0214, 0.0425, 0.0566, 0.0165, 0.0167, 0.0184, 0.029, 0.0069, -0.0487, -0.0602, -0.0044, 0.0026, -0.0397, -0.043, -0.0538, -0.034, 0.0062, 0.0004, -0.0218, -0.0673, -0.0536, -0.0782, -0.0899, -0.073, -0.1046, -0.1192, -0.1086, -0.0888, -0.0983, -0.0983, -0.0831, -0.0926, -0.082, -0.0554, -0.0684, 0.1411, 0.1786, 0.2078, 0.1893, 0.1519, 0.0784, 0.0567, 0.0306, -0.0319, 0.0041, 0.0341, 0.0544, 0.0417, 0.0423, 0.0423, 0.0405, 0.0319, 0.03, 0.0116, 0.0116, -0.0017, -0.0278, -0.0065, 0.0168, -0.052, -0.0667, -0.056, -0.0632, -0.0987, -0.0866, -0.1124, -0.1124, -0.1418, -0.1488, -0.1389, -0.1313, -0.0963, -0.1765, -0.1642, -0.2332, -0.2599, -0.2798, -0.3102, -0.3139, -0.3606, -0.3245, -0.2849, -0.2615, -0.2709, -0.2964, -0.2784, -0.2784, -0.2923, -0.2806, -0.2836, -0.336, -0.3749, -0.3249, -0.3101, -0.2813, -0.3127, -0.2898, -0.2874, -0.2742, -0.2608, -0.2438, -0.2438, -0.2599]}
{"unit_id": "reply:1967207300659392697", "ticker_idx": 1, "ts": "2025-09-14T12:42:24+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Think $NBIS has more upside tho. I own both", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long both RBRK (expects triple) and NBIS (even more upside); owns both positions.", "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": "@GabGrowth $RBRK is an easy close your eyes and watch it triple. Think $NBIS has more upside tho. I own both", "reply_text": null, "parent_text": "$NBIS and $RBRK starting to interest me.\n\nDoing more research, especially on the latter. \n\n$NBIS I have already been a big fan of for a few months now, and the $MSFT deal might just solidify the thesis.", "quoted_text": null, "parent_author": "GabGrowth", "ret_m1d": -0.00604656363125633, "ret_signed_m1d": -0.00604656363125633, "alpha_spy_m1d": -0.0007507953064609385, "alpha_c_m1d": 0.007819129391122615, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.013865693022378944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016820567224016703, "ret_signed_p1d": -0.016820567224016703, "alpha_spy_p1d": -0.015443589025875837, "alpha_c_p1d": -0.012786834349772125, "bench_spy_p1d": -0.0013769781981408658, "bench_c_p1d": -0.004033732874244578, "ret_p1w": 0.17194370654208013, "ret_signed_p1w": 0.17194370654208013, "alpha_spy_p1w": 0.1601739837594356, "alpha_c_p1w": 0.17199784886471825, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": -5.414232263811769e-05, "ret_p1m": 0.4088609848981435, "ret_signed_p1m": 0.4088609848981435, "alpha_spy_p1m": 0.4040857735310097, "alpha_c_p1m": 0.4425615944731808, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": -0.03370060957503729, "ret_p3m": 0.03649955725858134, "ret_signed_p3m": 0.03649955725858134, "alpha_spy_p3m": -0.009150626785147997, "alpha_c_p3m": 0.05147958237698358, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": -0.01498002511840224, "ret_p6m": 0.060136337684252306, "ret_signed_p6m": 0.060136337684252306, "alpha_spy_p6m": 0.029642064417713998, "alpha_c_p6m": 0.06710531153662658, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": -0.006968973852374272, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4088609848981435, "alpha_spy_stated": 0.4040857735310097, "alpha_c_stated": 0.4425615944731808, "price_path": [-0.4688, -0.4688, -0.4726, -0.478, -0.4391, -0.4666, -0.4217, -0.4301, -0.3917, -0.4469, -0.4506, -0.4476, -0.4476, -0.4741, -0.4822, -0.4937, -0.4896, -0.513, -0.4289, -0.4115, -0.4139, -0.4097, -0.4196, -0.4243, -0.4392, -0.4296, -0.4266, -0.4352, -0.4201, -0.4459, -0.4361, -0.4016, -0.4283, -0.4045, -0.3935, -0.3943, -0.282, -0.2438, -0.2278, -0.1718, -0.2235, -0.2474, -0.2126, -0.2025, -0.2613, -0.2582, -0.2724, -0.2416, -0.2302, -0.2252, -0.2293, -0.208, -0.2489, -0.2489, -0.2775, -0.2783, -0.2864, -0.2802, -0.2957, 0.0523, 0.0267, -0.0195, -0.006, 0.0, -0.0168, 0.0343, 0.0347, 0.0918, 0.1719, 0.1851, 0.2448, 0.1867, 0.184, 0.2117, 0.2343, 0.271, 0.3838, 0.407, 0.3736, 0.294, 0.3412, 0.4582, 0.4246, 0.4892, 0.4089, 0.3834, 0.3527, 0.2471, 0.1983, 0.1464, 0.0842, 0.1671, 0.2891, 0.379, 0.3394, 0.3753, 0.3652, 0.4382, 0.3244, 0.2153, 0.2863, 0.2032, 0.2234, 0.2088, 0.1238, 0.0374, -0.0256, -0.0816, -0.0547, -0.0046, 0.0452, -0.0695, -0.0847, 0.0103, -0.0229, 0.041, 0.041, 0.043, 0.101, 0.0604, 0.0875, 0.1302, 0.0778, 0.103, 0.0599, 0.0289, 0.0365, -0.0359, -0.108, -0.11, -0.1705, -0.1415, -0.0165, 0.025, -0.0102, 0.0019, 0.0019, -0.037, -0.0541, -0.0637, -0.0798, -0.0798, -0.0111, 0.0206, 0.102, 0.0577, 0.0697, 0.0766, 0.18, 0.1591, 0.1212, 0.1421, 0.1954, 0.1954, 0.0916, 0.087, 0.0648, 0.0389, 0.0055, 0.076, 0.1041, 0.0434, -0.0634, -0.0308, -0.0111, -0.0942, -0.1879, -0.0534, 0.0211, 0.0091, -0.0258, -0.0135, 0.0775, 0.0775, 0.0721, 0.1192, 0.183, 0.0765, 0.1061, 0.1277, 0.1667, 0.153, 0.0025, 0.0005, -0.0457, 0.075, 0.0516, -0.0179, 0.0438, 0.0601]}
{"unit_id": "orig:1974170252796653832", "ticker_idx": 0, "ts": "2025-10-03T17:50:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We remain confident that Nebius is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer", "tweet_type": "news_reaction", "timeline": "months", "summary": "DA Davidson expects NBIS to sign another large hyperscaler/AI lab contract soon; Birmingham site makes them incrementally more positive on a near-term deal.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS \n\nDA DAVIDSON EXPECTS $NBIS TO SIGN ANOTHER LARGE HYPERSCALER CONTRACT SOON.\n\n“We remain confident that Nebius is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically, news surrounding the Birmingham, Alabama site given the power capacity that could be supplied there makes us incrementally more positive that another large deal is nearing. While the exact details of the site will enable us to better understand how fast capacity could be stood up (likely in the range of 10-24 months), we again would point towards the changed medium-term guidance which can now likely support + $10B of revenue on the original 1GW of capacity.”", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01648695542276879, "ret_signed_m1d": -0.01648695542276879, "alpha_spy_m1d": -0.01650176104835477, "alpha_c_m1d": -0.017002481392868973, "bench_spy_m1d": 1.4805625585978532e-05, "bench_c_m1d": 0.0005155259701001835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023753718048036276, "ret_signed_p1d": -0.023753718048036276, "alpha_spy_p1d": -0.027339990014503934, "alpha_c_p1d": -0.024784769988236866, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.001031051940200589, "ret_p1w": 0.012501941179503984, "ret_signed_p1w": 0.012501941179503984, "alpha_spy_p1w": 0.03669470122859242, "alpha_c_p1w": 0.0433465200872557, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.03084457890775172, "ret_p1m": -0.05868105906580756, "ret_signed_p1m": -0.05868105906580756, "alpha_spy_p1m": -0.0797955364387195, "alpha_c_p1m": -0.03462397418856411, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": -0.02405708487724345, "ret_p3m": -0.3459524954253739, "ret_signed_p3m": -0.3459524954253739, "alpha_spy_p3m": -0.3679560460167022, "alpha_c_p3m": -0.36065398115084735, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.014701485725473473, "ret_p6m": -0.2791061125469795, "ret_signed_p6m": -0.2791061125469795, "alpha_spy_p6m": -0.22883549605820253, "alpha_c_p6m": -0.21264969545908607, "bench_spy_p6m": -0.050270616488776954, "bench_c_p6m": -0.0664564170878934, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05868105906580756, "alpha_spy_stated": -0.0797955364387195, "alpha_c_stated": -0.03462397418856411, "price_path": [-0.632, -0.6402, -0.6372, -0.6539, -0.5941, -0.5817, -0.5835, -0.5805, -0.5875, -0.5908, -0.6014, -0.5946, -0.5924, -0.5986, -0.5878, -0.6062, -0.5992, -0.5747, -0.5937, -0.5767, -0.5689, -0.5695, -0.4897, -0.4626, -0.4512, -0.4114, -0.4481, -0.4651, -0.4404, -0.4332, -0.475, -0.4728, -0.4829, -0.461, -0.4529, -0.4493, -0.4523, -0.4371, -0.4662, -0.4662, -0.4865, -0.487, -0.4928, -0.4884, -0.4995, -0.2521, -0.2703, -0.3031, -0.2936, -0.2893, -0.3012, -0.2649, -0.2646, -0.224, -0.1671, -0.1577, -0.1153, -0.1566, -0.1585, -0.1388, -0.1228, -0.0967, -0.0165, 0.0, -0.0238, -0.0803, -0.0467, 0.0364, 0.0125, 0.0584, 0.0013, -0.0168, -0.0386, -0.1136, -0.1483, -0.1852, -0.2294, -0.1705, -0.0838, -0.0199, -0.0481, -0.0225, -0.0297, 0.0222, -0.0587, -0.1363, -0.0858, -0.1449, -0.1305, -0.1409, -0.2013, -0.2627, -0.3075, -0.3472, -0.3282, -0.2925, -0.2571, -0.3386, -0.3494, -0.2819, -0.3055, -0.2601, -0.2601, -0.2587, -0.2175, -0.2464, -0.2271, -0.1967, -0.2339, -0.216, -0.2467, -0.2687, -0.2633, -0.3148, -0.366, -0.3675, -0.4105, -0.3898, -0.301, -0.2715, -0.2965, -0.2879, -0.2879, -0.3156, -0.3277, -0.3345, -0.346, -0.346, -0.2972, -0.2747, -0.2168, -0.2482, -0.2397, -0.2348, -0.1614, -0.1762, -0.2032, -0.1883, -0.1504, -0.1504, -0.2242, -0.2275, -0.2432, -0.2616, -0.2854, -0.2353, -0.2153, -0.2584, -0.3343, -0.3111, -0.2972, -0.3562, -0.4228, -0.3272, -0.2743, -0.2828, -0.3076, -0.2989, -0.2342, -0.2342, -0.238, -0.2046, -0.1592, -0.2349, -0.2139, -0.1985, -0.1708, -0.1805, -0.2875, -0.2889, -0.3218, -0.236, -0.2526, -0.302, -0.2582, -0.2465, -0.1249, -0.1558, -0.1174, 0.0146, -0.091, -0.0736, -0.0505, -0.081, -0.1081, -0.1021, -0.1007, -0.172, -0.2122, -0.2791]}
{"unit_id": "reply:1973598788066615708", "ticker_idx": 0, "ts": "2025-10-02T03:59:53+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm also in $BE for small position. Really thinking about doubling that here", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BE and considering doubling position; bullish on EOSE's massive potential if tech proves out, but hasn't invested yet.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KevinUranium3O8 Nice 👍 I’m also in $BE for small position. Really thinking about doubling that here. I think $EOSE has MASSIVE potential if their tech is proven out but a big if so haven’t made an investment in them yet", "reply_text": null, "parent_text": "@RJCcapital Great write-up 👍. I was lucky to have started my position in $FLNC yesterday, and pleasantly found its up 27% in just 24 hours :) I missed $BE and got scared out of $EOSE, I am not going let this gem go!", "quoted_text": null, "parent_author": "KevinUranium3O8", "ret_m1d": 0.024886391379616457, "ret_signed_m1d": 0.024886391379616457, "alpha_spy_m1d": 0.026036799043262615, "alpha_c_m1d": 0.02748034703472324, "bench_spy_m1d": -0.001150407663646158, "bench_c_m1d": -0.0025939556551067833, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026022737676447028, "ret_signed_p1d": 0.026022737676447028, "alpha_spy_p1d": 0.026037543082829684, "alpha_c_p1d": 0.024660928425566997, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": 0.0013618092508800306, "ret_p1w": -0.015340891751376096, "ret_signed_p1w": -0.015340891751376096, "alpha_spy_p1w": -0.018239900671955245, "alpha_c_p1w": -0.009439385606115791, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": -0.005901506145260305, "ret_p1m": 0.501818223433061, "ret_signed_p1m": 0.501818223433061, "alpha_spy_p1m": 0.4826316122287342, "alpha_c_p1m": 0.49624102413058524, "bench_spy_p1m": 0.019186611204326853, "bench_c_p1m": 0.005577199302475799, "ret_p3m": -0.008409066633744633, "ret_signed_p3m": -0.008409066633744633, "alpha_spy_p3m": -0.03802576477799269, "alpha_c_p3m": -0.026280280184160842, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.01787121355041621, "ret_p6m": 0.514090971513228, "ret_signed_p6m": 0.514090971513228, "alpha_spy_p6m": 0.5611897279878345, "alpha_c_p6m": 0.47521856913717375, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.501818223433061, "alpha_spy_stated": 0.4826316122287342, "alpha_c_stated": 0.49624102413058524, "price_path": [-0.7232, -0.7239, -0.6738, -0.7062, -0.7114, -0.705, -0.7124, -0.7194, -0.7238, -0.716, -0.7118, -0.7053, -0.6944, -0.6243, -0.6098, -0.6048, -0.6051, -0.5725, -0.5751, -0.5827, -0.5898, -0.5726, -0.5584, -0.5818, -0.5818, -0.5722, -0.5312, -0.4991, -0.4874, -0.4855, -0.4716, -0.5102, -0.4942, -0.4906, -0.4484, -0.4392, -0.4325, -0.4222, -0.3773, -0.3984, -0.3984, -0.4165, -0.404, -0.376, -0.3515, -0.3927, -0.375, -0.2845, -0.2353, -0.2357, -0.2384, -0.1672, -0.0947, -0.0799, -0.0349, -0.0197, -0.1207, -0.2139, -0.2194, -0.2009, -0.1636, -0.039, 0.0249, 0.0, 0.026, -0.0117, -0.022, -0.0048, -0.0153, -0.0128, 0.249, 0.2961, 0.3248, 0.3078, 0.267, 0.2393, 0.1861, 0.0724, 0.1525, 0.2543, 0.2333, 0.2873, 0.5194, 0.4528, 0.5018, 0.6178, 0.4665, 0.6069, 0.5552, 0.5365, 0.5822, 0.444, 0.44, 0.1767, 0.2715, 0.2172, 0.1928, 0.2378, 0.0611, 0.0226, 0.0859, 0.0715, 0.1493, 0.1493, 0.2414, 0.1242, 0.1932, 0.1648, 0.3419, 0.3543, 0.2703, 0.2436, 0.151, 0.2385, 0.0793, 0.018, -0.0044, -0.1253, -0.0885, 0.0093, 0.0484, 0.039, 0.0441, 0.0441, 0.0248, 0.0047, -0.0084, -0.0126, -0.0126, 0.1215, 0.1803, 0.171, 0.2273, 0.3845, 0.5235, 0.5553, 0.5883, 0.5166, 0.5815, 0.6989, 0.6989, 0.7244, 0.7109, 0.6549, 0.6465, 0.5866, 0.7308, 0.8794, 0.7785, 0.7201, 0.7742, 0.9192, 0.6744, 0.5523, 0.6253, 0.7633, 0.6898, 0.7675, 0.5799, 0.588, 0.588, 0.6514, 0.7872, 0.8068, 0.6767, 0.8214, 0.8886, 0.986, 0.9156, 0.769, 0.8864, 0.7389, 0.8725, 0.8181, 0.5363, 0.7195, 0.75, 0.8092, 0.786, 0.7558, 0.7464, 0.8188, 0.7793, 0.8942, 0.7059, 0.606, 0.6577, 0.707, 0.5173, 0.5141]}
{"unit_id": "reply:1973598788066615708", "ticker_idx": 1, "ts": "2025-10-02T03:59:53+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $EOSE has MASSIVE potential if their tech is proven out", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BE and considering doubling position; bullish on EOSE's massive potential if tech proves out, but hasn't invested yet.", "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": "@KevinUranium3O8 Nice 👍 I’m also in $BE for small position. Really thinking about doubling that here. I think $EOSE has MASSIVE potential if their tech is proven out but a big if so haven’t made an investment in them yet", "reply_text": null, "parent_text": "@RJCcapital Great write-up 👍. I was lucky to have started my position in $FLNC yesterday, and pleasantly found its up 27% in just 24 hours :) I missed $BE and got scared out of $EOSE, I am not going let this gem go!", "quoted_text": null, "parent_author": "KevinUranium3O8", "ret_m1d": 0.0008090800290947442, "ret_signed_m1d": 0.0008090800290947442, "alpha_spy_m1d": 0.001959487692740902, "alpha_c_m1d": 0.0034030356842015275, "bench_spy_m1d": -0.001150407663646158, "bench_c_m1d": -0.0025939556551067833, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019417534907683054, "ret_signed_p1d": 0.019417534907683054, "alpha_spy_p1d": 0.01943234031406571, "alpha_c_p1d": 0.018055725656803023, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": 0.0013618092508800306, "ret_p1w": 0.18446608009521936, "ret_signed_p1w": 0.18446608009521936, "alpha_spy_p1w": 0.18156707117464022, "alpha_c_p1w": 0.19036758624047967, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": -0.005901506145260305, "ret_p1m": 0.2969256579214883, "ret_signed_p1m": 0.2969256579214883, "alpha_spy_p1m": 0.27773904671716143, "alpha_c_p1m": 0.2913484586190125, "bench_spy_p1m": 0.019186611204326853, "bench_c_p1m": 0.005577199302475799, "ret_p3m": -0.08171515398561413, "ret_signed_p3m": -0.08171515398561413, "alpha_spy_p3m": -0.11133185212986219, "alpha_c_p3m": -0.09958636753603034, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.01787121355041621, "ret_p6m": -0.6067960947807239, "ret_signed_p6m": -0.6067960947807239, "alpha_spy_p6m": -0.5596973383061175, "alpha_c_p6m": -0.6456684971567782, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.2969256579214883, "alpha_spy_stated": 0.27773904671716143, "alpha_c_stated": 0.2913484586190125, "price_path": [-0.5833, -0.6125, -0.623, -0.6238, -0.6254, -0.5655, -0.5817, -0.5898, -0.5712, -0.5251, -0.5146, -0.5121, -0.4951, -0.4854, -0.4846, -0.5, -0.5182, -0.521, -0.5388, -0.5542, -0.4976, -0.4733, -0.4773, -0.4693, -0.4846, -0.4862, -0.5057, -0.4871, -0.4879, -0.5259, -0.4879, -0.5105, -0.5154, -0.5129, -0.4887, -0.4927, -0.4401, -0.4239, -0.4231, -0.4417, -0.4417, -0.3924, -0.3835, -0.4061, -0.4167, -0.4442, -0.4353, -0.4442, -0.4159, -0.3366, -0.3301, -0.3293, -0.3123, -0.2718, -0.2104, -0.1715, -0.178, -0.1383, -0.1513, -0.1812, -0.0963, -0.0785, 0.0008, 0.0, 0.0194, 0.1214, 0.1052, 0.199, 0.1845, 0.1181, 0.3794, 0.3738, 0.479, 0.25, 0.2168, 0.2144, 0.3188, 0.2184, 0.1618, 0.2994, 0.2443, 0.2144, 0.1626, 0.1586, 0.2969, 0.2638, 0.1408, 0.2023, 0.2371, 0.4773, 0.5526, 0.4984, 0.3972, 0.2302, 0.1165, 0.0518, 0.0906, 0.034, 0.0421, 0.0, 0.0615, 0.0841, 0.1497, 0.1497, 0.2176, 0.1007, 0.034, 0.0963, 0.2613, 0.2128, 0.2484, 0.2095, 0.1966, 0.3301, 0.2006, 0.1028, 0.0761, -0.0073, -0.004, 0.0574, 0.0429, -0.0324, -0.0275, -0.0275, -0.0413, -0.0817, -0.0817, -0.0728, -0.0728, 0.0494, 0.089, 0.1448, 0.1311, 0.1343, 0.2362, 0.305, 0.3608, 0.3997, 0.3657, 0.4118, 0.4118, 0.4013, 0.4183, 0.4741, 0.3843, 0.3099, 0.2144, 0.3495, 0.3034, 0.1845, 0.1424, 0.1655, 0.0032, -0.0874, -0.004, 0.0712, -0.0113, -0.0631, -0.127, -0.1019, -0.1019, -0.0736, -0.0647, -0.0736, -0.1343, -0.1602, -0.0712, -0.0995, -0.4547, -0.5392, -0.5227, -0.5097, -0.4539, -0.4563, -0.504, -0.5008, -0.4814, -0.4782, -0.5049, -0.538, -0.5502, -0.5437, -0.5728, -0.5534, -0.5801, -0.568, -0.5882, -0.5874, -0.61, -0.6068]}
{"unit_id": "thread:1990159766522642738", "ticker_idx": 0, "ts": "2025-11-16T20:47:18+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Morgan Stanley recently raised its price target from $210 to $220 and reiterated an Overweight rating, reflecting continued confidence in the AI spending cycle", "tweet_type": "news_reaction", "timeline": "weeks", "summary": "Shares MS Overweight/PT-$220 on NVDA into Q3 earnings; flags NBIS and IREN as data-center beneficiaries of a strong NVDA print.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "5 Key I'm Watching in Markets This Week . A Thread👇 https://t.co/Px8VzbCPkR\n\n---\n\n1. November 16, 2025 at 11:45PM EST (Sunday)\n\nJapan Q3 2025 GDP:\n\nJapan’s real GDP is expected to have contracted by around -0.7% quarter-on‐quarter (about -2.7% annualised) in the July–September period, marking its first drop in six quarters. The decline is attributed to weaker exports, a sharp slowdown in housing investment and inventory draw-downs, while private consumption and business investment are seen holding up better.\n\nInvestors will look to the GDP release for any insight into how quickly global demand is cooling and whether Japan’s slowdown could spill into U.S. risk assets through trade, currency flows and broader growth expectations.\n\n---\n\n2. November 19, 2025 at 4:15PM EST (Wednesday)\n\nNvidia Q3 Earnings Release: \n\nNvidia will report results on Wednesday after the bell. Analysts expect $54.6 billion in revenue, a 56% year-over-year increase, and a 54% rise in EPS. Morgan Stanley recently raised its price target from $210 to $220 and reiterated an Overweight rating, reflecting continued confidence in the AI spending cycle. A strong earnings could also act as a catalyst for rebounds in data center names like $NBIS and $IREN. Investors will look to the earnings release for any insight into how durable AI capex is and how that may flow through more broadly.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019131874394110016, "ret_signed_m1d": 0.019131874394110016, "alpha_spy_m1d": 0.009727638119549464, "alpha_c_m1d": 0.00537917117111264, "bench_spy_m1d": 0.009404236274560551, "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": -0.028081441428459142, "ret_signed_p1d": -0.028081441428459142, "alpha_spy_p1d": -0.019683979757773584, "alpha_c_p1d": -0.007482072570307752, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": -0.02059936885815139, "ret_p1w": -0.021704122671417747, "ret_signed_p1w": -0.021704122671417747, "alpha_spy_p1w": -0.026301079549569617, "alpha_c_p1w": -0.018236620719339958, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": -0.0034675019520777894, "ret_p1m": -0.04753533811931776, "ret_signed_p1m": -0.04753533811931776, "alpha_spy_p1m": -0.06736509983730965, "alpha_c_p1m": -0.08174050959631196, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.0342051714769942, "ret_p3m": 0.0018779311971075519, "ret_signed_p3m": 0.0018779311971075519, "alpha_spy_p3m": -0.02458138119525244, "alpha_c_p3m": -0.19522363802159348, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.19710156921870103, "ret_p6m": 0.18330249299132761, "ret_signed_p6m": 0.18330249299132761, "alpha_spy_p6m": 0.06806036000111737, "alpha_c_p6m": -0.47110956275353844, "bench_spy_p6m": 0.11524213299021024, "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": -0.04753533811931776, "alpha_spy_stated": -0.06736509983730965, "alpha_c_stated": -0.08174050959631196, "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]}
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A Thread👇 https://t.co/Px8VzbCPkR\n\n---\n\n1. November 16, 2025 at 11:45PM EST (Sunday)\n\nJapan Q3 2025 GDP:\n\nJapan’s real GDP is expected to have contracted by around -0.7% quarter-on‐quarter (about -2.7% annualised) in the July–September period, marking its first drop in six quarters. The decline is attributed to weaker exports, a sharp slowdown in housing investment and inventory draw-downs, while private consumption and business investment are seen holding up better.\n\nInvestors will look to the GDP release for any insight into how quickly global demand is cooling and whether Japan’s slowdown could spill into U.S. risk assets through trade, currency flows and broader growth expectations.\n\n---\n\n2. November 19, 2025 at 4:15PM EST (Wednesday)\n\nNvidia Q3 Earnings Release: \n\nNvidia will report results on Wednesday after the bell. Analysts expect $54.6 billion in revenue, a 56% year-over-year increase, and a 54% rise in EPS. Morgan Stanley recently raised its price target from $210 to $220 and reiterated an Overweight rating, reflecting continued confidence in the AI spending cycle. A strong earnings could also act as a catalyst for rebounds in data center names like $NBIS and $IREN. 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Morgan Stanley recently raised its price target from $210 to $220 and reiterated an Overweight rating, reflecting continued confidence in the AI spending cycle. A strong earnings could also act as a catalyst for rebounds in data center names like $NBIS and $IREN. 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{"unit_id": "reply:1978120360185798883", "ticker_idx": 0, "ts": "2025-10-14T15:27:00+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mentioning batteries and ignoring $FLNC is criminal", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish FLNC as a must-include battery theme play the parent overlooked.", "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": "@investingluc Mentioning batteries and ignoring $FLNC is criminal", "reply_text": null, "parent_text": "Rare Earth, Battery, and Robotics.\n\nHot themes can make you rich...some names to watch:\n\n*bookmark this puppy*\n\nBattery theme (blue bars)... $ABAT, $EOSE, $AMPX, $QS, $SES, $MVST, $SLDP, $FCEL, $ENVX (&amp; semis $NVTS, $LAES)\n\nRare Earth theme (red bars)... $NAK, $NB, $UAMY, $UUUU, https://t.co/F0xbRNpRui", "quoted_text": null, "parent_author": "investingluc", "ret_m1d": -0.13875340453963425, "ret_signed_m1d": -0.13875340453963425, "alpha_spy_m1d": -0.1399765450723668, "alpha_c_m1d": -0.1399765450723668, "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": 0.16205960148924126, "ret_signed_p1d": 0.16205960148924126, "alpha_spy_p1d": 0.15762007157963587, "alpha_c_p1d": 0.15762007157963587, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.004439529909605389, "ret_p1w": -0.1186992110296643, "ret_signed_p1w": -0.1186992110296643, "alpha_spy_p1w": -0.13238022653554005, "alpha_c_p1w": -0.13238022653554005, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.013681015505875749, "ret_p1m": 0.04119231924693545, "ret_signed_p1m": 0.04119231924693545, "alpha_spy_p1m": 0.009254802194337941, "alpha_c_p1m": 0.009254802194337941, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.03193751705259751, "ret_p3m": 0.2574525638796359, "ret_signed_p3m": 0.2574525638796359, "alpha_spy_p3m": 0.20627562798699417, "alpha_c_p3m": 0.20627562798699417, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05117693589264172, "ret_p6m": -0.2888889244973232, "ret_signed_p6m": -0.2888889244973232, "alpha_spy_p6m": -0.3155099341895178, "alpha_c_p6m": -0.3155099341895178, "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": 0.04119231924693545, "alpha_spy_stated": 0.009254802194337941, "alpha_c_stated": 0.009254802194337941, "price_path": [-0.5534, -0.5144, -0.4835, -0.4466, -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]}
{"unit_id": "reply:1984716058134266025", "ticker_idx": 0, "ts": "2025-11-01T20:15:57+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of my favorite under the radar AI plays", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses FLNC as a favorite under-the-radar AI play.", "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": "@RasmusK1337 I have a 30 page Substack deep dive linked on my Twitter if you’d like to look into it. One of my favorite under the radar AI plays", "reply_text": null, "parent_text": "@RJCcapital Insane performance. Congrats and well deserved. Strong conviction plays. My two largest holdings are NBIS and RKLB. Maybe I should consider researching FLNC? 🤔", "quoted_text": null, "parent_author": "RasmusK1337", "ret_m1d": 0.009130251750778307, "ret_signed_m1d": 0.009130251750778307, "alpha_spy_m1d": 0.011003476071462015, "alpha_c_m1d": 0.011003476071462015, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.0018732243206837085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07832768873609319, "ret_signed_p1d": -0.07832768873609319, "alpha_spy_p1d": -0.0664741413760741, "alpha_c_p1d": -0.0664741413760741, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.01185354736001909, "ret_p1w": 0.04709281473979998, "ret_signed_p1w": 0.04709281473979998, "alpha_spy_p1w": 0.04987329203195334, "alpha_c_p1w": 0.04987329203195334, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027804772921533605, "ret_p1m": -0.04084576661622874, "ret_signed_p1m": -0.04084576661622874, "alpha_spy_p1m": -0.03819704543855418, "alpha_c_p1m": -0.03819704543855418, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.0026487211776745623, "ret_p3m": 0.517059130467141, "ret_signed_p3m": 0.517059130467141, "alpha_spy_p3m": 0.498399654820453, "alpha_c_p3m": 0.498399654820453, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.018659475646688017, "ret_p6m": -0.4065352859964403, "ret_signed_p6m": -0.4065352859964403, "alpha_spy_p6m": -0.4539528076143945, "alpha_c_p6m": -0.4539528076143945, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.047417521617954206, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04084576661622874, "alpha_spy_stated": -0.03819704543855418, "alpha_c_stated": -0.03819704543855418, "price_path": [-0.5939, -0.5642, -0.5584, -0.5608, -0.6458, -0.6372, -0.6365, -0.618, -0.6127, -0.6242, -0.6406, -0.6713, -0.6377, -0.641, -0.6358, -0.6502, -0.6276, -0.6444, -0.6444, -0.667, -0.6756, -0.6756, -0.6372, -0.6535, -0.6742, -0.6752, -0.6665, -0.6636, -0.6449, -0.6396, -0.6425, -0.6194, -0.5502, -0.4906, -0.5094, -0.4628, -0.4363, -0.4277, -0.4522, -0.481, -0.3537, -0.3729, -0.3373, -0.2667, -0.3354, -0.2811, -0.284, -0.371, -0.2364, -0.1134, 0.0303, -0.0591, -0.1194, -0.1134, -0.2186, -0.2686, -0.2297, -0.062, -0.0995, -0.1302, -0.0255, -0.0163, 0.0091, 0.0, -0.0783, -0.0043, -0.0476, -0.001, 0.0471, -0.0038, -0.0769, -0.2191, -0.1394, -0.172, -0.1821, -0.1922, -0.2547, -0.26, -0.2407, -0.1941, -0.0875, -0.0875, -0.0562, -0.0682, -0.0408, -0.0461, 0.1216, 0.1514, 0.0985, 0.1504, 0.1442, 0.2393, 0.0663, 0.0341, 0.024, -0.1076, -0.0721, -0.0408, -0.0173, -0.0548, -0.0471, -0.0471, -0.0288, -0.0404, -0.0457, -0.0495, -0.0495, 0.1057, 0.0692, 0.049, -0.012, 0.0178, 0.1148, 0.1187, 0.1446, 0.0884, 0.2254, 0.3013, 0.3013, 0.2259, 0.2657, 0.3104, 0.2946, 0.3032, 0.3667, 0.4892, 0.5171, 0.4786, 0.4844, 0.5488, 0.3931, -0.0894, -0.0658, -0.0678, -0.0875, -0.1581, -0.1619, -0.1129, -0.1129, -0.1456, -0.1624, -0.2042, -0.2047, -0.2278, -0.2076, -0.2153, -0.2215, -0.2532, -0.2734, -0.283, -0.2407, -0.2427, -0.2898, -0.2456, -0.1889, -0.1778, -0.211, -0.2129, -0.1937, -0.2071, -0.2316, -0.2297, -0.2729, -0.2619, -0.2239, -0.2143, -0.2811, -0.32, -0.3753, -0.3388, -0.3743, -0.3609, -0.3609, -0.3657, -0.3633, -0.3695, -0.3484, -0.3378, -0.3441, -0.2888, -0.2691, -0.2802, -0.3496, -0.3931, -0.3864, -0.3513, -0.3503, -0.357, -0.358, -0.4065]}
{"unit_id": "quote:1975565840599962084", "ticker_idx": 0, "ts": "2025-10-07T14:16:15+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You guys don't understand what a huge pot of GOLD we're sitting on with Clickhouse. $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish NBIS on ClickHouse momentum — 2,000+ customers, quadrupled ARR, strong AI adoption.", "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": "You guys don't understand what a huge pot of GOLD we’re sitting on with Clickhouse. $NBIS", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: Great news for $NBIS!\n\nClickHouse has extended its Series C financing and expanded its leadership team to fuel growth.\n\nThe company has surpassed 2,000 customers and more than quadrupled ARR over the past year. 🔥\n\nAdoption has been especially strong among AI companies, https://t.co/DFuHqdmf4G", "parent_author": null, "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763492888399302, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877438838053804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.016799547268621873, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.02274684519888437, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005947297930262496, "alpha_spy_stated": -0.018590888135602834, "alpha_c_stated": 0.016799547268621873, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
{"unit_id": "quote:1978764217223201041", "ticker_idx": 0, "ts": "2025-10-16T10:05:27+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NAK WILL HELP AMERICA DEFEAT CHINA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NAK (Northern Dynasty/Pebble Mine) as a domestic critical minerals play to counter China.", "resolved_tickers": ["NAK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Other Industrial Metals & Mining'", "bench_c_industry": "Other Industrial Metals & Mining", "unit_kind": "quote", "lang": "en", "tweet_text": "THANK YOU SARAH PALIN FOR CONTINUING TO  FIGHT FOR NATIONAL SECURITY.  $NAK WILL HELP AMERICA DEFEAT CHINA. GOD BLESS USA 🇺🇸🇺🇸🇺🇸", "reply_text": null, "parent_text": null, "quoted_text": "#PebbleMine ⚒️the answer to the challenge China poses as it dominates critical mineral development America needs to survive. We must never negotiate with foreign entities over energy resources when we have everything, EVERYTHING, we need domestically. ALL IT TAKES IS POLITICAL", "parent_author": null, "ret_m1d": 0.17857147038591137, "ret_signed_m1d": 0.17857147038591137, "alpha_spy_m1d": 0.17171463988520008, "alpha_c_m1d": 0.17107582028126367, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.0074956501046477, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08482145375515115, "ret_signed_p1d": -0.08482145375515115, "alpha_spy_p1d": -0.09049765891940431, "alpha_c_p1d": -0.08289077196640571, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": -0.0019306817887454475, "ret_p1w": -0.15625000997845606, "ret_signed_p1w": -0.15625000997845606, "alpha_spy_p1w": -0.17308207193958158, "alpha_c_p1w": -0.17135502433322047, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.015105014354764412, "ret_p1m": -0.24107141051517467, "ret_signed_p1m": -0.24107141051517467, "alpha_spy_p1m": -0.2581608551340745, "alpha_c_p1m": -0.2265341765963964, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": -0.014537233918778258, "ret_p3m": -0.04910709581584971, "ret_signed_p3m": -0.04910709581584971, "alpha_spy_p3m": -0.10235838466207015, "alpha_c_p3m": -0.16169191493352453, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.11258481911767482, "ret_p6m": -0.2142857218883475, "ret_signed_p6m": -0.2142857218883475, "alpha_spy_p6m": -0.24862930621805657, "alpha_c_p6m": -0.40589238861062726, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.19160666672227977, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24107141051517467, "alpha_spy_stated": -0.2581608551340745, "alpha_c_stated": -0.2265341765963964, "price_path": [-0.5937, -0.6116, -0.5848, -0.6071, -0.6027, -0.625, -0.6696, -0.6339, -0.6473, -0.6652, -0.6518, -0.6473, -0.6429, -0.6205, -0.5982, -0.6116, -0.6071, -0.6116, -0.5982, -0.5937, -0.6027, -0.6205, -0.6205, -0.6116, -0.5982, -0.6071, -0.5982, -0.6027, -0.5937, -0.5982, -0.5982, -0.6161, -0.6071, -0.6205, -0.6205, -0.6339, -0.6384, -0.6339, -0.6339, -0.6339, -0.6116, -0.6295, -0.6339, -0.6339, -0.6116, -0.5848, -0.5848, -0.5134, -0.5268, -0.4911, -0.442, -0.4643, -0.4732, -0.4554, -0.4107, -0.3259, -0.1607, -0.1295, -0.125, -0.0938, 0.1875, 0.2321, 0.1786, 0.0, -0.0848, -0.0848, -0.1339, -0.1696, -0.1563, -0.0893, -0.1518, -0.1161, -0.0982, -0.0982, -0.1027, -0.1696, -0.2009, -0.192, -0.2321, -0.2143, -0.192, -0.192, -0.183, -0.2277, -0.2411, -0.2545, -0.2946, -0.2723, -0.3304, -0.3304, -0.3036, -0.2411, -0.1964, -0.1964, -0.1429, -0.1741, -0.183, -0.1384, -0.067, -0.0759, -0.1027, -0.0893, -0.1116, -0.0402, -0.0402, -0.0893, -0.0714, -0.0714, -0.0357, -0.0134, 0.0357, 0.0357, 0.0, 0.0, -0.0268, -0.1027, -0.1071, -0.1205, -0.1205, -0.1295, -0.0759, -0.0179, -0.0089, -0.0491, -0.0179, -0.0759, -0.0491, -0.0536, -0.0982, -0.1473, -0.1473, -0.0804, -0.0893, -0.0402, -0.0491, 0.0714, 0.1205, 0.0982, 0.0089, -0.0893, -0.1027, 0.0045, -0.0804, -0.1786, -0.1295, -0.067, -0.0804, -0.0179, -0.0045, -0.0357, -0.0357, -0.0938, -0.4509, -0.4107, -0.4152, -0.3839, -0.3214, -0.3393, -0.3304, -0.308, -0.3393, -0.3884, -0.3929, -0.4107, -0.4196, -0.3973, -0.3661, -0.3973, -0.4062, -0.4152, -0.3973, -0.4241, -0.4241, -0.433, -0.4911, -0.4955, -0.433, -0.4062, -0.4464, -0.4286, -0.433, -0.375, -0.3393, -0.3348, -0.3348, -0.2768, -0.3259, -0.2679, -0.2321, -0.2143]}
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{"unit_id": "orig:1975550675598909675", "ticker_idx": 0, "ts": "2025-10-07T13:15:59+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 an express bullet train to $50. Get on board or stay poor.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish FLNC with $50 target; strong buy call.", "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": "Another day, another $FLNC pump. This is an express bullet train to $50. Get on board or stay poor.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10339843189186237, "ret_signed_m1d": 0.10339843189186237, "alpha_spy_m1d": 0.09967712119143624, "alpha_c_m1d": 0.09967712119143624, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003721310700426139, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08170644401118032, "ret_signed_p1d": 0.08170644401118032, "alpha_spy_p1d": 0.07574338874160902, "alpha_c_p1d": 0.07574338874160902, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": 0.005963055269571305, "ret_p1w": 0.33405646165725833, "ret_signed_p1w": 0.33405646165725833, "alpha_spy_p1w": 0.3443535502956583, "alpha_c_p1w": 0.3443535502956583, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.010297088638399954, "ret_p1m": 0.4981922941184016, "ret_signed_p1m": 0.4981922941184016, "alpha_spy_p1m": 0.48554870391306126, "alpha_c_p1m": 0.48554870391306126, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": 0.012643590205340338, "ret_p3m": 0.6637744291986805, "ret_signed_p3m": 0.6637744291986805, "alpha_spy_p3m": 0.6397597841887832, "alpha_c_p3m": 0.6397597841887832, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.02401464500989725, "ret_p6m": -0.05856829142521969, "ret_signed_p6m": -0.05856829142521969, "alpha_spy_p6m": -0.04340050823964681, "alpha_c_p6m": -0.04340050823964681, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.01516778318557288, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4981922941184016, "alpha_spy_stated": 0.48554870391306126, "alpha_c_stated": 0.48554870391306126, "price_path": [-0.3803, -0.4093, -0.4259, -0.3984, -0.402, -0.4042, -0.3521, -0.3109, -0.2617, -0.3174, -0.3232, -0.3218, -0.3608, -0.389, -0.4071, -0.4129, -0.4375, -0.3868, -0.3818, -0.389, -0.3442, -0.3355, -0.3391, -0.4671, -0.4541, -0.453, -0.4252, -0.4172, -0.4346, -0.4591, -0.5054, -0.4548, -0.4599, -0.4519, -0.4736, -0.4396, -0.4649, -0.4649, -0.4989, -0.5119, -0.5119, -0.4541, -0.4787, -0.5098, -0.5112, -0.4982, -0.4939, -0.4657, -0.4577, -0.462, -0.4273, -0.3232, -0.2336, -0.2617, -0.1916, -0.1518, -0.1388, -0.1757, -0.2191, -0.0275, -0.0564, -0.0029, 0.1034, 0.0, 0.0817, 0.0774, -0.0535, 0.149, 0.3341, 0.5503, 0.4158, 0.325, 0.3341, 0.1757, 0.1005, 0.1591, 0.4114, 0.355, 0.3087, 0.4664, 0.4801, 0.5184, 0.5047, 0.3868, 0.4982, 0.4331, 0.5033, 0.5756, 0.4989, 0.389, 0.175, 0.295, 0.2458, 0.2307, 0.2155, 0.1215, 0.1135, 0.1424, 0.2126, 0.3731, 0.3731, 0.4201, 0.402, 0.4432, 0.4353, 0.6876, 0.7325, 0.6529, 0.731, 0.7216, 0.8648, 0.6045, 0.556, 0.5409, 0.3427, 0.3962, 0.4432, 0.4787, 0.4223, 0.4338, 0.4338, 0.4613, 0.444, 0.436, 0.4302, 0.4302, 0.6638, 0.6088, 0.5785, 0.4866, 0.5315, 0.6775, 0.6833, 0.7223, 0.6377, 0.8438, 0.9581, 0.9581, 0.8445, 0.9046, 0.9718, 0.9479, 0.961, 1.0564, 1.2408, 1.2827, 1.2249, 1.2336, 1.3304, 1.0962, 0.3702, 0.4056, 0.4027, 0.3731, 0.2668, 0.261, 0.3348, 0.3348, 0.2856, 0.2603, 0.1974, 0.1967, 0.162, 0.1923, 0.1808, 0.1714, 0.1236, 0.0933, 0.0788, 0.1424, 0.1396, 0.0687, 0.1352, 0.2205, 0.2372, 0.1873, 0.1844, 0.2133, 0.1931, 0.1562, 0.1591, 0.094, 0.1106, 0.1678, 0.1822, 0.0817, 0.0231, -0.06, -0.0051, -0.0586]}
{"unit_id": "orig:1987889247387344949", "ticker_idx": 0, "ts": "2025-11-10T14:25:04+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A precision launch and defense contractor. As appropriations unlock, satellite payload cadence and national security launches resume.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "5 stocks to benefit from government reopening: RKLB, NBIS, FIX, SNDK, HOOD, each with a specific catalyst tied to unlocked appropriations or macro 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": "original", "lang": "en", "tweet_text": "Democrats folded faster than a 2020 SPAC IPO. The government is re-opening. 5 stocks that will benefit\n\n$RKLB – A precision launch and defense contractor. As appropriations unlock, satellite payload cadence and national security launches resume.\n\n$NBIS – A hyperscale AI data-center operator. Compute is now treated as sovereign infrastructure, and government is poised to allow data center tax credits\n\n$FIX – The nation’s largest HVAC and mechanical contractor. Infrastructure retrofits, base upgrades, and energy-efficiency mandates drive backlog growth.\n\n$SNDK – A leader in NAND flash and storage. Exploding cloud expansion and AI compute translate directly into storage demand.\n\n$HOOD – The retail brokerage. Firing on all cylinders. Unpralleled CEO execution. 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{"unit_id": "orig:1987889247387344949", "ticker_idx": 1, "ts": "2025-11-10T14:25:04+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A hyperscale AI data-center operator. 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{"unit_id": "orig:1987889247387344949", "ticker_idx": 2, "ts": "2025-11-10T14:25:04+00:00", "symbol": "FIX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The nation's largest HVAC and mechanical contractor. 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{"unit_id": "orig:1987889247387344949", "ticker_idx": 3, "ts": "2025-11-10T14:25:04+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A leader in NAND flash and storage. Exploding cloud expansion and AI compute translate directly into storage demand.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "5 stocks to benefit from government reopening: RKLB, NBIS, FIX, SNDK, HOOD, each with a specific catalyst tied to unlocked appropriations or macro tailwinds.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Democrats folded faster than a 2020 SPAC IPO. The government is re-opening. 5 stocks that will benefit\n\n$RKLB – A precision launch and defense contractor. As appropriations unlock, satellite payload cadence and national security launches resume.\n\n$NBIS – A hyperscale AI data-center operator. Compute is now treated as sovereign infrastructure, and government is poised to allow data center tax credits\n\n$FIX – The nation’s largest HVAC and mechanical contractor. Infrastructure retrofits, base upgrades, and energy-efficiency mandates drive backlog growth.\n\n$SNDK – A leader in NAND flash and storage. Exploding cloud expansion and AI compute translate directly into storage demand.\n\n$HOOD – The retail brokerage. Firing on all cylinders. Unpralleled CEO execution. Fredoom Dividend will increase assets under custody.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10625122292397904, "ret_signed_m1d": -0.10625122292397904, "alpha_spy_m1d": -0.09088660772345702, "alpha_c_m1d": -0.08131288737481712, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.024938335549161916, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013547207314287046, "ret_signed_p1d": 0.013547207314287046, "alpha_spy_p1d": 0.01125803028643313, "alpha_c_p1d": 0.022074173381836815, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": -0.008526966067549768, "ret_p1w": -0.0077253488707415, "ret_signed_p1w": -0.0077253488707415, "alpha_spy_p1w": 0.015416941254540961, "alpha_c_p1w": 0.03250749145109133, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.04023284032183283, "ret_p1m": -0.18096661050232876, "ret_signed_p1m": -0.18096661050232876, "alpha_spy_p1m": -0.18331448900833103, "alpha_c_p1m": -0.182692447948699, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.0017258374463702264, "ret_p3m": 1.1504011418436924, "ret_signed_p3m": 1.1504011418436924, "alpha_spy_p3m": 1.153068627320721, "alpha_c_p3m": 1.2311325353109928, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.0807313934673004, "ret_p6m": 4.248441433928621, "ret_signed_p6m": 4.248441433928621, "alpha_spy_p6m": 4.1802752906834675, "alpha_c_p6m": 4.124444051453931, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.12399738247468939, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18096661050232876, "alpha_spy_stated": -0.18331448900833103, "alpha_c_stated": -0.182692447948699, "price_path": [-0.8246, -0.8258, -0.8338, -0.8301, -0.8336, -0.8343, -0.8302, -0.8269, -0.8254, -0.8233, -0.8192, -0.8102, -0.8042, -0.8042, -0.8094, -0.8022, -0.7667, -0.7442, -0.7369, -0.7369, -0.7241, -0.6854, -0.6786, -0.6638, -0.6583, -0.6493, -0.631, -0.6185, -0.6159, -0.6029, -0.6274, -0.6481, -0.6375, -0.5764, -0.5813, -0.548, -0.5367, -0.5208, -0.5478, -0.5486, -0.5078, -0.516, -0.5637, -0.4976, -0.5249, -0.4615, -0.4616, -0.4769, -0.4475, -0.4428, -0.4516, -0.3766, -0.3052, -0.3413, -0.3449, -0.2373, -0.2692, -0.2561, -0.2274, -0.2739, -0.192, -0.2249, -0.1063, 0.0, 0.0135, 0.0565, -0.091, -0.0515, -0.0077, -0.0859, -0.0821, -0.2687, -0.2526, -0.153, -0.1771, -0.1975, -0.1975, -0.1667, -0.2156, -0.2336, -0.2746, -0.2039, -0.1473, -0.1585, -0.181, -0.131, -0.0983, -0.2305, -0.2466, -0.2188, -0.2281, -0.181, -0.1132, -0.1004, -0.086, -0.0667, -0.0667, -0.0668, -0.0884, -0.1035, -0.1141, -0.1141, 0.0272, 0.0229, 0.3048, 0.3195, 0.2485, 0.4085, 0.4528, 0.4548, 0.4473, 0.5273, 0.5436, 0.5436, 0.6911, 0.8708, 0.8789, 0.7684, 0.757, 0.7967, 0.9691, 1.0127, 1.1506, 1.4827, 1.5957, 1.1816, 1.1504, 1.2316, 1.1773, 1.0214, 1.2368, 1.3523, 1.3383, 1.3383, 1.2041, 1.2407, 1.3179, 1.4257, 1.4874, 1.383, 1.3601, 1.4329, 1.3712, 1.3104, 1.1101, 1.2357, 1.1108, 0.968, 1.1972, 1.3097, 1.4461, 1.3095, 1.4692, 1.626, 1.6877, 1.8128, 1.8815, 1.6487, 1.6217, 1.6217, 1.5298, 1.2511, 1.2983, 1.1366, 1.3711, 1.5853, 1.6184, 1.6184, 1.7043, 1.6527, 1.9143, 2.1781, 2.1788, 2.5548, 2.5248, 2.3279, 2.4315, 2.4372, 2.4074, 2.3719, 2.6539, 2.4799, 2.6943, 2.994, 2.7408, 2.9717, 3.0922, 3.4299, 3.6869, 4.2484]}
{"unit_id": "orig:1987889247387344949", "ticker_idx": 4, "ts": "2025-11-10T14:25:04+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Firing on all cylinders. Unpralleled CEO execution. Fredoom Dividend will increase assets under custody.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "5 stocks to benefit from government reopening: RKLB, NBIS, FIX, SNDK, HOOD, each with a specific catalyst tied to unlocked appropriations or macro tailwinds.", "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": "Democrats folded faster than a 2020 SPAC IPO. The government is re-opening. 5 stocks that will benefit\n\n$RKLB – A precision launch and defense contractor. As appropriations unlock, satellite payload cadence and national security launches resume.\n\n$NBIS – A hyperscale AI data-center operator. Compute is now treated as sovereign infrastructure, and government is poised to allow data center tax credits\n\n$FIX – The nation’s largest HVAC and mechanical contractor. Infrastructure retrofits, base upgrades, and energy-efficiency mandates drive backlog growth.\n\n$SNDK – A leader in NAND flash and storage. Exploding cloud expansion and AI compute translate directly into storage demand.\n\n$HOOD – The retail brokerage. Firing on all cylinders. Unpralleled CEO execution. Fredoom Dividend will increase assets under custody.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.040624110053731455, "ret_signed_m1d": -0.040624110053731455, "alpha_spy_m1d": -0.02525949485320944, "alpha_c_m1d": -0.037037078039348637, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.0035870320143828183, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029069856234093305, "ret_signed_p1d": -0.029069856234093305, "alpha_spy_p1d": -0.03135903326194722, "alpha_c_p1d": -0.033600644542857494, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.14652636846223577, "ret_signed_p1w": -0.14652636846223577, "alpha_spy_p1w": -0.1233840783369533, "alpha_c_p1w": -0.11783084128537846, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.0012510903947341445, "ret_signed_p1m": -0.0012510903947341445, "alpha_spy_p1m": -0.00359896890073641, "alpha_c_p1m": -0.007103443669678522, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.46511629604475313, "ret_signed_p3m": -0.46511629604475313, "alpha_spy_p3m": -0.4624488105677246, "alpha_c_p3m": -0.4746735506418748, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.009557254597121645, "ret_p6m": -0.4331027670647337, "ret_signed_p6m": -0.4331027670647337, "alpha_spy_p6m": -0.501268910309887, "alpha_c_p6m": -0.4154782075620912, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": -0.017624559502642523, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0012510903947341445, "alpha_spy_stated": -0.00359896890073641, "alpha_c_stated": -0.007103443669678522, "price_path": [-0.2006, -0.1852, -0.1598, -0.1535, -0.2089, -0.2248, -0.2177, -0.1955, -0.2056, -0.1993, -0.2426, -0.2369, -0.2344, -0.2344, -0.2579, -0.258, -0.2426, -0.2549, -0.1369, -0.1279, -0.1356, -0.1334, -0.1534, -0.1549, -0.1361, -0.1269, -0.1102, -0.0817, -0.0809, -0.0712, -0.0668, -0.0974, -0.1038, 0.0062, 0.0537, 0.024, 0.0723, 0.0941, 0.0617, 0.0671, 0.1103, 0.122, 0.0227, 0.0353, -0.0068, -0.0127, -0.0327, -0.0439, -0.0006, -0.0297, -0.0637, -0.0114, 0.0288, 0.0734, 0.0763, 0.0656, 0.0161, 0.0802, 0.0824, 0.0068, 0.0486, -0.0648, -0.0406, 0.0, -0.0291, -0.0213, -0.1056, -0.0985, -0.1465, -0.1588, -0.1304, -0.2184, -0.2103, -0.1539, -0.1495, -0.0565, -0.0565, -0.0544, -0.093, -0.0731, -0.0165, 0.0088, -0.0289, 0.004, -0.0013, -0.0016, -0.092, -0.1205, -0.1518, -0.1213, -0.1478, -0.1378, -0.1069, -0.0994, -0.1151, -0.1136, -0.1136, -0.1306, -0.1358, -0.1504, -0.1676, -0.1676, -0.1521, -0.093, -0.1044, -0.1392, -0.1508, -0.1517, -0.1351, -0.1151, -0.1193, -0.1879, -0.1997, -0.1997, -0.2215, -0.2205, -0.2181, -0.2126, -0.2125, -0.2255, -0.239, -0.2549, -0.2679, -0.3383, -0.3592, -0.4067, -0.4651, -0.3905, -0.363, -0.37, -0.4262, -0.4766, -0.4409, -0.4409, -0.4448, -0.4465, -0.4433, -0.4399, -0.4717, -0.4599, -0.4294, -0.4153, -0.4418, -0.4202, -0.4402, -0.395, -0.4071, -0.4327, -0.416, -0.4221, -0.4209, -0.4398, -0.4599, -0.4458, -0.4307, -0.4488, -0.4542, -0.4783, -0.4665, -0.4916, -0.4661, -0.4823, -0.5141, -0.5205, -0.49, -0.484, -0.4929, -0.4929, -0.4865, -0.4874, -0.4714, -0.484, -0.4908, -0.4725, -0.4179, -0.3574, -0.3608, -0.3321, -0.3283, -0.3639, -0.3492, -0.3852, -0.3766, -0.3822, -0.396, -0.476, -0.4636, -0.4579, -0.4366, -0.4331]}
{"unit_id": "reply:1982112404344275388", "ticker_idx": 0, "ts": "2025-10-25T15:49:57+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Let me correct this for your nephew: $NBIS $NBIS $NBIS $NBIS $NBIS", "tweet_type": "prediction", "timeline": "years", "summary": "Concentrated long conviction on NBIS as the single portfolio bet to crush the market over coming years.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@danielisdizzy Let me correct this for your nephew:\n\n$NBIS\n$NBIS\n$NBIS\n$NBIS\n$NBIS", "reply_text": null, "parent_text": "This portfolio will crush the market in the coming years:\n• $NBIS\n• $HIMS\n• $LMND\n• $AMZN\n• $NVO", "quoted_text": null, "parent_author": "danielisdizzy", "ret_m1d": -0.0651359176358719, "ret_signed_m1d": -0.0651359176358719, "alpha_spy_m1d": -0.053475815120515025, "alpha_c_m1d": -0.05139394820788201, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.013741969427989886, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02870125540430646, "ret_signed_p1d": -0.02870125540430646, "alpha_spy_p1d": -0.03135727142338629, "alpha_c_p1d": -0.023750655935670717, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.004950599468635741, "ret_p1w": -0.03954396135218685, "ret_signed_p1w": -0.03954396135218685, "alpha_spy_p1w": -0.03677128323772649, "alpha_c_p1w": -0.009072683548720373, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.03047127780346648, "ret_p1m": -0.291397615903933, "ret_signed_p1m": -0.291397615903933, "alpha_spy_p1m": -0.2764830989541609, "alpha_c_p1m": -0.26698643800084476, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.02441117790308822, "ret_p3m": -0.22785618880266678, "ret_signed_p3m": -0.22785618880266678, "alpha_spy_p3m": -0.23628522726451606, "alpha_c_p3m": -0.22330115892829172, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": -0.004555029874375061, "ret_p6m": 0.24810653488691647, "ret_signed_p6m": 0.24810653488691647, "alpha_spy_p6m": 0.21476192152342155, "alpha_c_p6m": 0.24166775266565388, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.006438782221262596, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5911, -0.5661, -0.5854, -0.5681, -0.5602, -0.5608, -0.4793, -0.4516, -0.44, -0.3994, -0.4369, -0.4542, -0.429, -0.4217, -0.4643, -0.4621, -0.4724, -0.4501, -0.4418, -0.4381, -0.4411, -0.4257, -0.4553, -0.4553, -0.476, -0.4766, -0.4825, -0.478, -0.4893, -0.2369, -0.2554, -0.2889, -0.2792, -0.2748, -0.287, -0.2499, -0.2496, -0.2082, -0.1501, -0.1406, -0.0973, -0.1394, -0.1414, -0.1213, -0.1049, -0.0783, 0.0035, 0.0203, -0.0039, -0.0616, -0.0273, 0.0575, 0.0331, 0.08, 0.0217, 0.0032, -0.0191, -0.0956, -0.131, -0.1686, -0.2137, -0.1536, -0.0651, 0.0, -0.0287, -0.0026, -0.01, 0.043, -0.0395, -0.1187, -0.0672, -0.1275, -0.1128, -0.1234, -0.185, -0.2477, -0.2934, -0.334, -0.3145, -0.2782, -0.242, -0.3252, -0.3362, -0.2673, -0.2914, -0.2451, -0.2451, -0.2436, -0.2015, -0.231, -0.2114, -0.1804, -0.2184, -0.2001, -0.2314, -0.2538, -0.2483, -0.3009, -0.3531, -0.3546, -0.3985, -0.3774, -0.2868, -0.2567, -0.2822, -0.2735, -0.2735, -0.3017, -0.314, -0.321, -0.3327, -0.3327, -0.2829, -0.2599, -0.2008, -0.233, -0.2243, -0.2192, -0.1443, -0.1595, -0.187, -0.1718, -0.1331, -0.1331, -0.2084, -0.2118, -0.2279, -0.2466, -0.2708, -0.2197, -0.1993, -0.2433, -0.3208, -0.2971, -0.2829, -0.3431, -0.4111, -0.3136, -0.2595, -0.2682, -0.2936, -0.2846, -0.2186, -0.2186, -0.2225, -0.1884, -0.1421, -0.2193, -0.1979, -0.1822, -0.154, -0.1638, -0.273, -0.2744, -0.308, -0.2204, -0.2374, -0.2878, -0.2431, -0.2312, -0.1071, -0.1386, -0.0995, 0.0352, -0.0726, -0.0548, -0.0312, -0.0623, -0.0899, -0.0839, -0.0824, -0.1551, -0.1962, -0.2645, -0.1728, -0.1872, -0.1324, -0.1324, -0.1028, -0.064, -0.0034, 0.0869, 0.1558, 0.2322, 0.2911, 0.3296, 0.3182, 0.2528, 0.2689, 0.2481]}
{"unit_id": "quote:1981753167126691877", "ticker_idx": 0, "ts": "2025-10-24T16:02:28+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Exactly why I'm long $TE $FLNC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TE and FLNC as plays on energy infrastructure buildout for AI/data centers.", "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": "Exactly why I’m long $TE $FLNC", "reply_text": null, "parent_text": null, "quoted_text": "On Energy and AI:\n\nWe are all aware of the urgent need for massive new energy infrastructure for data centres and other general needs. The grid is old and the supply is constrained.\n\nInvestor capital is pouring into nuclear soluations, new gas plants and other opportunities and https://t.co/0wi3FsER5t", "parent_author": null, "ret_m1d": 0.06916426730776304, "ret_signed_m1d": 0.06916426730776304, "alpha_spy_m1d": 0.07727057277742244, "alpha_c_m1d": 0.07000346138734126, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.0008391940795782205, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10374636660738257, "ret_signed_p1d": 0.10374636660738257, "alpha_spy_p1d": 0.09194870211459794, "alpha_c_p1d": 0.09806566057947319, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.005680706027909377, "ret_p1w": 0.07204610891606467, "ret_signed_p1w": 0.07204610891606467, "alpha_spy_p1w": 0.06494390253326565, "alpha_c_p1w": 0.07107774691043245, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": 0.0009683620056322173, "ret_p1m": -0.0951008417824778, "ret_signed_p1m": -0.0951008417824778, "alpha_spy_p1m": -0.0825205252141159, "alpha_c_p1m": -0.06340501992770187, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.03169582185477593, "ret_p3m": 1.2536023363646387, "ret_signed_p3m": 1.2536023363646387, "alpha_spy_p3m": 1.238577924489554, "alpha_c_p3m": 1.1760102689445455, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.07759206742009317, "ret_p6m": 0.4351584951046894, "ret_signed_p6m": 0.4351584951046894, "alpha_spy_p6m": 0.38273270984013874, "alpha_c_p6m": 0.3055612347365291, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.12959726036816033, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0951008417824778, "alpha_spy_stated": -0.0825205252141159, "alpha_c_stated": -0.06340501992770187, "price_path": [-0.6138, -0.6282, -0.6571, -0.6657, -0.6427, -0.6398, -0.6398, -0.634, -0.6311, -0.6427, -0.6398, -0.6138, -0.6369, -0.5735, -0.5533, -0.5793, -0.6167, -0.5735, -0.5418, -0.5331, -0.536, -0.5447, -0.5274, -0.5245, -0.5245, -0.4553, -0.4726, -0.4669, -0.4294, -0.4294, -0.4409, -0.4611, -0.4582, -0.464, -0.487, -0.4957, -0.4899, -0.464, -0.438, -0.415, -0.4697, -0.366, -0.3458, -0.366, -0.3285, -0.3718, -0.3112, -0.3199, -0.2709, -0.1931, -0.1758, -0.1556, 0.1037, 0.049, 0.0086, 0.1556, 0.5101, 0.3516, 0.245, 0.3718, 0.2911, 0.1844, 0.0692, 0.0, 0.1037, 0.0663, 0.0375, 0.049, 0.072, -0.0144, 0.0605, 0.1787, 0.0605, 0.098, 0.2968, 0.2709, 0.1095, 0.0058, -0.0317, -0.0836, -0.1182, -0.1671, -0.2161, -0.2161, -0.0951, -0.0519, 0.1066, 0.1066, 0.1873, 0.2882, 0.366, 0.3026, 0.4726, 0.6801, 0.7349, 0.9395, 0.7723, 0.6916, 0.5418, 0.4582, 0.5677, 0.562, 0.7349, 0.853, 1.1037, 1.049, 1.0317, 1.0317, 0.9597, 0.8501, 0.8732, 0.9251, 0.9251, 1.2594, 1.3631, 1.2046, 1.098, 0.9625, 1.0, 1.0778, 1.2651, 1.2651, 1.1354, 1.3545, 1.3545, 1.3862, 1.2536, 1.4121, 1.4496, 1.3458, 1.6282, 1.7349, 1.5591, 1.4006, 1.4957, 1.6196, 1.2277, 1.0951, 1.3833, 1.2017, 1.1643, 0.9741, 0.7896, 0.7637, 0.7637, 0.8559, 0.8617, 0.8184, 0.7896, 0.8127, 1.0432, 1.0807, 1.1009, 0.7752, 0.9712, 0.8761, 1.0461, 0.9625, 0.9366, 1.0634, 1.2997, 1.3458, 1.2305, 1.196, 1.2248, 1.245, 1.1124, 1.2219, 0.902, 0.9712, 0.9049, 0.9251, 0.8098, 0.6599, 0.6196, 0.2651, 0.2911, 0.2075, 0.2075, 0.1671, 0.1326, 0.2017, 0.2046, 0.3516, 0.4726, 0.4006, 0.5389, 0.438, 0.4496, 0.4352]}
{"unit_id": "quote:1981753167126691877", "ticker_idx": 1, "ts": "2025-10-24T16:02:28+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Exactly why I'm long $TE $FLNC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TE and FLNC as plays on energy infrastructure buildout for AI/data centers.", "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": "Exactly why I’m long $TE $FLNC", "reply_text": null, "parent_text": null, "quoted_text": "On Energy and AI:\n\nWe are all aware of the urgent need for massive new energy infrastructure for data centres and other general needs. The grid is old and the supply is constrained.\n\nInvestor capital is pouring into nuclear soluations, new gas plants and other opportunities and https://t.co/0wi3FsER5t", "parent_author": null, "ret_m1d": -0.1787909676882251, "ret_signed_m1d": -0.1787909676882251, "alpha_spy_m1d": -0.1706846622185657, "alpha_c_m1d": -0.1706846622185657, "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": -0.039959050632874304, "ret_signed_p1d": -0.039959050632874304, "alpha_spy_p1d": -0.051756715125658936, "alpha_c_p1d": -0.051756715125658936, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.011797664492784632, "ret_p1w": 0.07581964690209264, "ret_signed_p1w": 0.07581964690209264, "alpha_spy_p1w": 0.06871744051929363, "alpha_c_p1w": 0.06871744051929363, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": 0.0071022063827990145, "ret_p1m": -0.19057377970241063, "ret_signed_p1m": -0.19057377970241063, "alpha_spy_p1m": -0.17799346313404873, "alpha_c_p1m": -0.17799346313404873, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.012580316568361893, "ret_p3m": 0.34938522207419864, "ret_signed_p3m": 0.34938522207419864, "alpha_spy_p3m": 0.334360810199114, "alpha_c_p3m": 0.334360810199114, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.015024411875084631, "ret_p6m": -0.35297132078613247, "ret_signed_p6m": -0.35297132078613247, "alpha_spy_p6m": -0.40539710605068313, "alpha_c_p6m": -0.40539710605068313, "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": -0.19057377970241063, "alpha_spy_stated": -0.17799346313404873, "alpha_c_stated": -0.17799346313404873, "price_path": [-0.5671, -0.5799, -0.584, -0.6014, -0.5656, -0.562, -0.5671, -0.5353, -0.5292, -0.5318, -0.6224, -0.6132, -0.6124, -0.5927, -0.5871, -0.5994, -0.6168, -0.6496, -0.6137, -0.6173, -0.6117, -0.627, -0.603, -0.6209, -0.6209, -0.645, -0.6542, -0.6542, -0.6132, -0.6306, -0.6527, -0.6537, -0.6445, -0.6414, -0.6214, -0.6158, -0.6189, -0.5943, -0.5205, -0.457, -0.4769, -0.4273, -0.3991, -0.3899, -0.416, -0.4467, -0.311, -0.3315, -0.2935, -0.2182, -0.2915, -0.2336, -0.2367, -0.3294, -0.186, -0.0548, 0.0984, 0.0031, -0.0612, -0.0548, -0.167, -0.2203, -0.1788, 0.0, -0.04, -0.0727, 0.0389, 0.0487, 0.0758, 0.0661, -0.0174, 0.0615, 0.0154, 0.0651, 0.1163, 0.062, -0.0159, -0.1675, -0.0825, -0.1173, -0.1281, -0.1388, -0.2054, -0.2111, -0.1906, -0.1409, -0.0272, -0.0272, 0.0061, -0.0067, 0.0225, 0.0169, 0.1957, 0.2275, 0.1711, 0.2264, 0.2198, 0.3212, 0.1368, 0.1025, 0.0917, -0.0487, -0.0108, 0.0225, 0.0476, 0.0077, 0.0159, 0.0159, 0.0353, 0.0231, 0.0174, 0.0133, 0.0133, 0.1788, 0.1399, 0.1183, 0.0533, 0.085, 0.1885, 0.1926, 0.2203, 0.1603, 0.3064, 0.3873, 0.3873, 0.3069, 0.3494, 0.397, 0.3801, 0.3893, 0.457, 0.5876, 0.6173, 0.5763, 0.5825, 0.6511, 0.4851, -0.0292, -0.0041, -0.0061, -0.0272, -0.1025, -0.1066, -0.0543, -0.0543, -0.0891, -0.1071, -0.1516, -0.1522, -0.1767, -0.1552, -0.1634, -0.1701, -0.2039, -0.2254, -0.2357, -0.1906, -0.1926, -0.2428, -0.1957, -0.1352, -0.1235, -0.1588, -0.1609, -0.1404, -0.1547, -0.1808, -0.1788, -0.2249, -0.2131, -0.1726, -0.1624, -0.2336, -0.2751, -0.334, -0.2951, -0.333, -0.3186, -0.3186, -0.3238, -0.3212, -0.3279, -0.3053, -0.2941, -0.3007, -0.2418, -0.2208, -0.2326, -0.3066, -0.353]}
{"unit_id": "thread:1975991871680762003", "ticker_idx": 0, "ts": "2025-10-08T18:29:09+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish for all Ai Neo Clouds $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Amazon raising Blackwell/H200 pricing seen as bullish for AI Neo Cloud stocks NBIS, IREN, CRWV.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "BREAKING: \n\n“Amazon raising Blackwell per hour pricing.\n\nH200 rental pricing going up after Blackwell scale deployments ramping up.”\n\nBullish for all Ai Neo Clouds\n\n$NBIS\n$IREN\n$CRWV\n\n---\n\n@NighthawkTradez \n@the_stockbull \n@JoshTradeOption", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03524592665375259, "ret_signed_m1d": -0.03524592665375259, "alpha_spy_m1d": -0.029318218634720616, "alpha_c_m1d": -0.03939877087713417, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": 0.00415284422338158, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08721310975121677, "ret_signed_p1d": 0.08721310975121677, "alpha_spy_p1d": 0.09011008447614999, "alpha_c_p1d": 0.09292343707710893, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.005710327325892162, "ret_p1w": 0.031393457631595734, "ret_signed_p1w": 0.031393457631595734, "alpha_spy_p1w": 0.043189445733940124, "alpha_c_p1w": 0.03295087412660935, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.0015574164950136193, "ret_p1m": -0.1029507996606045, "ret_signed_p1m": -0.1029507996606045, "alpha_spy_p1m": -0.09879102701542963, "alpha_c_p1m": -0.07543730747949207, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.02751349218111243, "ret_p3m": -0.23909834564709276, "ret_signed_p3m": -0.23909834564709276, "alpha_spy_p3m": -0.2638226525962206, "alpha_c_p3m": -0.2611713374726876, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.022072991825594857, "ret_p6m": -0.1080327893866867, "ret_signed_p6m": -0.1080327893866867, "alpha_spy_p6m": -0.08790875322780489, "alpha_c_p6m": -0.08068561612560032, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": -0.027347173261086377, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1029507996606045, "alpha_spy_stated": -0.09879102701542963, "alpha_c_stated": -0.07543730747949207, "price_path": [-0.6369, -0.5742, -0.5612, -0.563, -0.5599, -0.5673, -0.5707, -0.5819, -0.5748, -0.5725, -0.5789, -0.5676, -0.5869, -0.5796, -0.5539, -0.5738, -0.556, -0.5478, -0.5484, -0.4647, -0.4362, -0.4243, -0.3825, -0.4211, -0.4389, -0.413, -0.4054, -0.4493, -0.447, -0.4575, -0.4346, -0.4261, -0.4223, -0.4254, -0.4095, -0.44, -0.44, -0.4613, -0.4619, -0.468, -0.4634, -0.4749, -0.2154, -0.2345, -0.2689, -0.2589, -0.2544, -0.267, -0.2289, -0.2285, -0.186, -0.1262, -0.1164, -0.0719, -0.1152, -0.1172, -0.0966, -0.0798, -0.0524, 0.0317, 0.049, 0.0241, -0.0352, 0.0, 0.0872, 0.0621, 0.1103, 0.0504, 0.0314, 0.0085, -0.0702, -0.1066, -0.1452, -0.1916, -0.1298, -0.0389, 0.0281, -0.0014, 0.0254, 0.0179, 0.0723, -0.0125, -0.0939, -0.041, -0.103, -0.0879, -0.0988, -0.1621, -0.2266, -0.2735, -0.3152, -0.2952, -0.2579, -0.2207, -0.3062, -0.3175, -0.2467, -0.2715, -0.2239, -0.2239, -0.2224, -0.1791, -0.2094, -0.1892, -0.1574, -0.1964, -0.1776, -0.2098, -0.2329, -0.2272, -0.2812, -0.3349, -0.3365, -0.3816, -0.3599, -0.2667, -0.2358, -0.262, -0.253, -0.253, -0.282, -0.2948, -0.3019, -0.3139, -0.3139, -0.2627, -0.2391, -0.1784, -0.2114, -0.2025, -0.1973, -0.1202, -0.1358, -0.1641, -0.1485, -0.1088, -0.1088, -0.1861, -0.1896, -0.2061, -0.2254, -0.2503, -0.1978, -0.1768, -0.222, -0.3017, -0.2774, -0.2627, -0.3247, -0.3945, -0.2943, -0.2387, -0.2476, -0.2737, -0.2645, -0.1966, -0.1966, -0.2007, -0.1656, -0.118, -0.1974, -0.1753, -0.1592, -0.1302, -0.1403, -0.2525, -0.254, -0.2885, -0.1985, -0.216, -0.2678, -0.2218, -0.2096, -0.082, -0.1144, -0.0742, 0.0643, -0.0465, -0.0282, -0.0039, -0.0359, -0.0643, -0.0581, -0.0566, -0.1314, -0.1736, -0.2438, -0.1495, -0.1643, -0.108]}
{"unit_id": "thread:1975991871680762003", "ticker_idx": 1, "ts": "2025-10-08T18:29:09+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish for all Ai Neo Clouds $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Amazon raising Blackwell/H200 pricing seen as bullish for AI Neo Cloud stocks NBIS, IREN, CRWV.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "BREAKING: \n\n“Amazon raising Blackwell per hour pricing.\n\nH200 rental pricing going up after Blackwell scale deployments ramping up.”\n\nBullish for all Ai Neo Clouds\n\n$NBIS\n$IREN\n$CRWV\n\n---\n\n@NighthawkTradez \n@the_stockbull \n@JoshTradeOption", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.026460312007827724, "ret_signed_m1d": 0.026460312007827724, "alpha_spy_m1d": 0.0323880200268597, "alpha_c_m1d": 0.02160146716542921, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": 0.004858844842398513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06257277936404315, "ret_signed_p1d": 0.06257277936404315, "alpha_spy_p1d": 0.06546975408897637, "alpha_c_p1d": 0.06612361243772724, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.00355083307368409, "ret_p1w": 0.1313030984242043, "ret_signed_p1w": 0.1313030984242043, "alpha_spy_p1w": 0.14309908652654868, "alpha_c_p1w": 0.1363489051738539, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.005045806749649606, "ret_p1m": 0.11432848917356675, "ret_signed_p1m": 0.11432848917356675, "alpha_spy_p1m": 0.11848826181874161, "alpha_c_p1m": 0.13488542351205424, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.020556934338487487, "ret_p3m": -0.19720416781544559, "ret_signed_p3m": -0.19720416781544559, "alpha_spy_p3m": -0.22192847476457345, "alpha_c_p3m": -0.24983311488725846, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.05262894707181287, "ret_p6m": -0.421367941929249, "ret_signed_p6m": -0.421367941929249, "alpha_spy_p6m": -0.40124390577036717, "alpha_c_p6m": -0.35499899039228644, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": -0.06636895153696254, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11432848917356675, "alpha_spy_stated": 0.11848826181874161, "alpha_c_stated": 0.13488542351205424, "price_path": [-0.7299, -0.7124, -0.7191, -0.7119, -0.6996, -0.7014, -0.698, -0.6906, -0.684, -0.6981, -0.7051, -0.7241, -0.7372, -0.7314, -0.7319, -0.7437, -0.7257, -0.7262, -0.6951, -0.691, -0.693, -0.7009, -0.7033, -0.7049, -0.6825, -0.6723, -0.6554, -0.6883, -0.6712, -0.674, -0.6434, -0.6152, -0.6174, -0.628, -0.6166, -0.5593, -0.5593, -0.5156, -0.5305, -0.5652, -0.5648, -0.5642, -0.4976, -0.4403, -0.4533, -0.4348, -0.3819, -0.3934, -0.3693, -0.3956, -0.357, -0.3027, -0.3049, -0.2155, -0.2297, -0.3034, -0.2356, -0.219, -0.2165, -0.2175, -0.1603, -0.0389, 0.0265, 0.0, 0.0626, -0.0053, 0.0674, 0.1576, 0.1313, 0.029, 0.0105, -0.0145, -0.0815, -0.1375, -0.0704, 0.0468, 0.0815, 0.0388, 0.0055, -0.0311, 0.011, 0.1275, 0.1088, 0.2716, 0.1143, 0.0381, 0.0013, -0.0451, -0.0731, -0.1904, -0.2283, -0.211, -0.1871, -0.2373, -0.2766, -0.2967, -0.193, -0.21, -0.1937, -0.1937, -0.2044, -0.193, -0.3157, -0.2684, -0.227, -0.2559, -0.2288, -0.2205, -0.2691, -0.2688, -0.3322, -0.4096, -0.3911, -0.4378, -0.4042, -0.3357, -0.3004, -0.2999, -0.3014, -0.3014, -0.3293, -0.3442, -0.3626, -0.3714, -0.3714, -0.2894, -0.1972, -0.236, -0.274, -0.2398, -0.234, -0.1624, -0.1182, -0.12, -0.1365, -0.0378, -0.0378, -0.097, -0.11, -0.1303, -0.0567, -0.1286, -0.0017, 0.0474, -0.0042, -0.1057, -0.1167, -0.0949, -0.2521, -0.3378, -0.3039, -0.232, -0.2856, -0.2899, -0.3338, -0.2974, -0.2974, -0.3182, -0.2997, -0.2796, -0.3347, -0.2951, -0.2436, -0.2673, -0.2638, -0.3185, -0.3112, -0.3535, -0.2704, -0.3323, -0.3892, -0.3536, -0.3656, -0.3014, -0.3115, -0.308, -0.2521, -0.2851, -0.2976, -0.3067, -0.3129, -0.2984, -0.3157, -0.3105, -0.3768, -0.416, -0.4738, -0.4295, -0.4327, -0.4214]}
{"unit_id": "thread:1975991871680762003", "ticker_idx": 2, "ts": "2025-10-08T18:29:09+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish for all Ai Neo Clouds $CRWV", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Amazon raising Blackwell/H200 pricing seen as bullish for AI Neo Cloud stocks NBIS, IREN, CRWV.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "BREAKING: \n\n“Amazon raising Blackwell per hour pricing.\n\nH200 rental pricing going up after Blackwell scale deployments ramping up.”\n\nBullish for all Ai Neo Clouds\n\n$NBIS\n$IREN\n$CRWV\n\n---\n\n@NighthawkTradez \n@the_stockbull \n@JoshTradeOption", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0796541951479055, "ret_signed_m1d": -0.0796541951479055, "alpha_spy_m1d": -0.07372648712887353, "alpha_c_m1d": -0.07372648712887353, "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": 0.02214606513883277, "ret_signed_p1d": 0.02214606513883277, "alpha_spy_p1d": 0.025043039863765992, "alpha_c_p1d": 0.025043039863765992, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.002896974724933221, "ret_p1w": -0.005286399892562743, "ret_signed_p1w": -0.005286399892562743, "alpha_spy_p1w": 0.006509588209781647, "alpha_c_p1w": 0.006509588209781647, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.01179598810234439, "ret_p1m": -0.23610513238400654, "ret_signed_p1m": -0.23610513238400654, "alpha_spy_p1m": -0.23194535973883168, "alpha_c_p1m": -0.23194535973883168, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.004159772645174864, "ret_p3m": -0.45092153910367316, "ret_signed_p3m": -0.45092153910367316, "alpha_spy_p3m": -0.475645846052801, "alpha_c_p3m": -0.475645846052801, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.02472430694912786, "ret_p6m": -0.41248749554297925, "ret_signed_p6m": -0.41248749554297925, "alpha_spy_p6m": -0.39236345938409745, "alpha_c_p6m": -0.39236345938409745, "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": -0.23610513238400654, "alpha_spy_stated": -0.23194535973883168, "alpha_c_stated": -0.23194535973883168, "price_path": [-0.101, -0.0543, 0.0044, 0.0219, -0.0555, -0.1212, -0.1077, -0.0729, -0.0995, -0.1427, -0.174, -0.2122, -0.2232, -0.265, -0.1847, -0.256, -0.2427, -0.201, -0.2125, -0.135, -0.0745, -0.0014, 0.0627, -0.1587, -0.2891, -0.2858, -0.3085, -0.3364, -0.3462, -0.3514, -0.3285, -0.34, -0.3471, -0.3075, -0.2657, -0.2639, -0.2639, -0.3332, -0.3579, -0.3751, -0.3636, -0.3317, -0.284, -0.1632, -0.195, -0.2002, -0.1394, -0.1517, -0.1366, -0.1328, -0.108, -0.0482, -0.0649, -0.047, -0.0952, -0.1403, -0.1247, -0.0224, -0.0209, -0.0141, -0.0371, -0.0438, -0.0797, 0.0, 0.0221, -0.0111, 0.0117, -0.0423, -0.0053, 0.0126, -0.0222, -0.0923, -0.1066, -0.1318, -0.1189, -0.0531, -0.028, -0.037, -0.0004, -0.0637, -0.0448, -0.0976, -0.1731, -0.1826, -0.2361, -0.257, -0.2455, -0.3686, -0.3897, -0.4403, -0.4473, -0.4619, -0.4649, -0.4648, -0.5056, -0.4881, -0.4742, -0.4907, -0.4693, -0.4693, -0.4776, -0.4495, -0.4569, -0.4331, -0.3874, -0.3692, -0.3839, -0.3523, -0.3702, -0.3758, -0.4386, -0.4831, -0.5035, -0.5389, -0.5165, -0.4071, -0.394, -0.4266, -0.4366, -0.4366, -0.4541, -0.4648, -0.4721, -0.4884, -0.4884, -0.4333, -0.4509, -0.4432, -0.4486, -0.4493, -0.4275, -0.3576, -0.3751, -0.3585, -0.3213, -0.2768, -0.2768, -0.3198, -0.3281, -0.3443, -0.3358, -0.2977, -0.2223, -0.2426, -0.289, -0.3343, -0.3646, -0.3566, -0.4109, -0.4667, -0.3574, -0.3085, -0.3205, -0.3203, -0.3163, -0.3139, -0.3139, -0.3499, -0.3181, -0.306, -0.3624, -0.3511, -0.2906, -0.2998, -0.3025, -0.4316, -0.4424, -0.4729, -0.4321, -0.4655, -0.4786, -0.4684, -0.4648, -0.4145, -0.4295, -0.4206, -0.3866, -0.4133, -0.4083, -0.4238, -0.418, -0.4145, -0.4069, -0.3743, -0.4253, -0.4656, -0.506, -0.4466, -0.4396, -0.4125]}
{"unit_id": "quote:1974173775781626287", "ticker_idx": 0, "ts": "2025-10-03T18:04:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$10M ARR PER MW. DID SOMEONE SAY UNDERVALUED AS FUCK $NBIS", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NBIS: $10M ARR/MW metric signals deep undervaluation; endorses DA Davidson's hyperscaler contract thesis.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$10M ARR PER MW. DID SOMEONE SAY UNDERVALUED AS FUCK $NBIS", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS \n\nDA DAVIDSON EXPECTS $NBIS TO SIGN ANOTHER LARGE HYPERSCALER CONTRACT SOON.\n\n“We remain confident that Nebius is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically, news surrounding the Birmingham, Alabama site given https://t.co/wya8svEHf5", "parent_author": null, "ret_m1d": -0.01648695542276879, "ret_signed_m1d": -0.01648695542276879, "alpha_spy_m1d": -0.01650176104835477, "alpha_c_m1d": -0.017002481392868973, "bench_spy_m1d": 1.4805625585978532e-05, "bench_c_m1d": 0.0005155259701001835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023753718048036276, "ret_signed_p1d": -0.023753718048036276, "alpha_spy_p1d": -0.027339990014503934, "alpha_c_p1d": -0.024784769988236866, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.001031051940200589, "ret_p1w": 0.012501941179503984, "ret_signed_p1w": 0.012501941179503984, "alpha_spy_p1w": 0.03669470122859242, "alpha_c_p1w": 0.0433465200872557, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.03084457890775172, "ret_p1m": -0.05868105906580756, "ret_signed_p1m": -0.05868105906580756, "alpha_spy_p1m": -0.0797955364387195, "alpha_c_p1m": -0.03462397418856411, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": -0.02405708487724345, "ret_p3m": -0.3459524954253739, "ret_signed_p3m": -0.3459524954253739, "alpha_spy_p3m": -0.3679560460167022, "alpha_c_p3m": -0.36065398115084735, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.014701485725473473, "ret_p6m": -0.2791061125469795, "ret_signed_p6m": -0.2791061125469795, "alpha_spy_p6m": -0.22883549605820253, "alpha_c_p6m": -0.21264969545908607, "bench_spy_p6m": -0.050270616488776954, "bench_c_p6m": -0.0664564170878934, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05868105906580756, "alpha_spy_stated": -0.0797955364387195, "alpha_c_stated": -0.03462397418856411, "price_path": [-0.632, -0.6402, -0.6372, -0.6539, -0.5941, -0.5817, -0.5835, -0.5805, -0.5875, -0.5908, -0.6014, -0.5946, -0.5924, -0.5986, -0.5878, -0.6062, -0.5992, -0.5747, -0.5937, -0.5767, -0.5689, -0.5695, -0.4897, -0.4626, -0.4512, -0.4114, -0.4481, -0.4651, -0.4404, -0.4332, -0.475, -0.4728, -0.4829, -0.461, -0.4529, -0.4493, -0.4523, -0.4371, -0.4662, -0.4662, -0.4865, -0.487, -0.4928, -0.4884, -0.4995, -0.2521, -0.2703, -0.3031, -0.2936, -0.2893, -0.3012, -0.2649, -0.2646, -0.224, -0.1671, -0.1577, -0.1153, -0.1566, -0.1585, -0.1388, -0.1228, -0.0967, -0.0165, 0.0, -0.0238, -0.0803, -0.0467, 0.0364, 0.0125, 0.0584, 0.0013, -0.0168, -0.0386, -0.1136, -0.1483, -0.1852, -0.2294, -0.1705, -0.0838, -0.0199, -0.0481, -0.0225, -0.0297, 0.0222, -0.0587, -0.1363, -0.0858, -0.1449, -0.1305, -0.1409, -0.2013, -0.2627, -0.3075, -0.3472, -0.3282, -0.2925, -0.2571, -0.3386, -0.3494, -0.2819, -0.3055, -0.2601, -0.2601, -0.2587, -0.2175, -0.2464, -0.2271, -0.1967, -0.2339, -0.216, -0.2467, -0.2687, -0.2633, -0.3148, -0.366, -0.3675, -0.4105, -0.3898, -0.301, -0.2715, -0.2965, -0.2879, -0.2879, -0.3156, -0.3277, -0.3345, -0.346, -0.346, -0.2972, -0.2747, -0.2168, -0.2482, -0.2397, -0.2348, -0.1614, -0.1762, -0.2032, -0.1883, -0.1504, -0.1504, -0.2242, -0.2275, -0.2432, -0.2616, -0.2854, -0.2353, -0.2153, -0.2584, -0.3343, -0.3111, -0.2972, -0.3562, -0.4228, -0.3272, -0.2743, -0.2828, -0.3076, -0.2989, -0.2342, -0.2342, -0.238, -0.2046, -0.1592, -0.2349, -0.2139, -0.1985, -0.1708, -0.1805, -0.2875, -0.2889, -0.3218, -0.236, -0.2526, -0.302, -0.2582, -0.2465, -0.1249, -0.1558, -0.1174, 0.0146, -0.091, -0.0736, -0.0505, -0.081, -0.1081, -0.1021, -0.1007, -0.172, -0.2122, -0.2791]}
{"unit_id": "quote:1984775700432421105", "ticker_idx": 0, "ts": "2025-11-02T00:12:56+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I invest in the best of both. $NBIS for the software layer", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS for AI software orchestration layer plus long GEV, FLNC, CCJ, UUUU, EOSE, TE for direct power infrastructure exposure.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree. the bottleneck is power. but raw power without orchestration is worthless. That’s why I invest in the best of both. $NBIS for the software layer and invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $IREN is better than $NBIS because the AI bottleneck is not software but power.\n\nUnprecedented demand = unprecedented valuations\n\nFrom Jensen to Satya to Sam: it’s POWER not software.\n\nLaw of scarcity will do miracles \n\nThis is why I decided to go all in on $IREN after its https://t.co/5qhQIyWX3q", "parent_author": null, "ret_m1d": 0.08591355523068556, "ret_signed_m1d": 0.08591355523068556, "alpha_spy_m1d": 0.08778677955136927, "alpha_c_m1d": 0.07517320928842075, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.010740345942264806, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08242716198685718, "ret_signed_p1d": -0.08242716198685718, "alpha_spy_p1d": -0.07057361462683809, "alpha_c_p1d": -0.07556039454416452, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.006866767442692656, "ret_p1w": -0.08732467971995872, "ret_signed_p1w": -0.08732467971995872, "alpha_spy_p1w": -0.08454420242780536, "alpha_c_p1w": -0.08459553986936608, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027291398505926434, "ret_p1m": -0.19938577263277246, "ret_signed_p1m": -0.19938577263277246, "alpha_spy_p1m": -0.1967370514550979, "alpha_c_p1m": -0.2138236869377269, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.014437914304954447, "ret_p3m": -0.21216898231591608, "ret_signed_p3m": -0.21216898231591608, "alpha_spy_p3m": -0.2308284579626041, "alpha_c_p3m": -0.2701653729220579, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.05799639060614181, "ret_p6m": 0.12484430259595736, "ret_signed_p6m": 0.12484430259595736, "alpha_spy_p6m": 0.07742678097800315, "alpha_c_p6m": 0.0992672577336371, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.025577044862320264, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19938577263277246, "alpha_spy_stated": -0.1967370514550979, "alpha_c_stated": -0.2138236869377269, "price_path": [-0.5427, -0.4579, -0.4291, -0.417, -0.3747, -0.4137, -0.4317, -0.4055, -0.3979, -0.4423, -0.4399, -0.4507, -0.4274, -0.4188, -0.415, -0.4181, -0.402, -0.4329, -0.4329, -0.4545, -0.4551, -0.4612, -0.4565, -0.4682, -0.2054, -0.2248, -0.2596, -0.2495, -0.245, -0.2577, -0.2191, -0.2187, -0.1756, -0.1151, -0.1052, -0.0601, -0.104, -0.106, -0.0851, -0.0681, -0.0403, 0.0448, 0.0623, 0.0371, -0.023, 0.0127, 0.101, 0.0756, 0.1244, 0.0638, 0.0445, 0.0213, -0.0584, -0.0952, -0.1344, -0.1814, -0.1188, -0.0266, 0.0412, 0.0113, 0.0384, 0.0308, 0.0859, 0.0, -0.0824, -0.0288, -0.0916, -0.0763, -0.0873, -0.1515, -0.2167, -0.2643, -0.3065, -0.2863, -0.2484, -0.2108, -0.2974, -0.3089, -0.2372, -0.2622, -0.214, -0.214, -0.2125, -0.1687, -0.1994, -0.1789, -0.1467, -0.1862, -0.1672, -0.1997, -0.2231, -0.2174, -0.2721, -0.3265, -0.328, -0.3737, -0.3518, -0.2574, -0.2261, -0.2527, -0.2435, -0.2435, -0.2729, -0.2858, -0.293, -0.3052, -0.3052, -0.2533, -0.2294, -0.1679, -0.2014, -0.1923, -0.1871, -0.1091, -0.1248, -0.1535, -0.1377, -0.0975, -0.0975, -0.1758, -0.1793, -0.1961, -0.2156, -0.2408, -0.1876, -0.1663, -0.2122, -0.2929, -0.2682, -0.2533, -0.3161, -0.3868, -0.2853, -0.229, -0.2381, -0.2645, -0.2552, -0.1864, -0.1864, -0.1905, -0.155, -0.1067, -0.1872, -0.1649, -0.1485, -0.1191, -0.1294, -0.243, -0.2445, -0.2795, -0.1883, -0.206, -0.2585, -0.2119, -0.1996, -0.0703, -0.1032, -0.0624, 0.0779, -0.0344, -0.0159, 0.0087, -0.0237, -0.0525, -0.0462, -0.0447, -0.1204, -0.1631, -0.2342, -0.1387, -0.1537, -0.0967, -0.0967, -0.0658, -0.0255, 0.0376, 0.1317, 0.2034, 0.283, 0.3442, 0.3843, 0.3725, 0.3044, 0.3212, 0.2995, 0.2961, 0.3039, 0.2215, 0.2033, 0.1248]}
{"unit_id": "quote:1984775700432421105", "ticker_idx": 1, "ts": "2025-11-02T00:12:56+00:00", "symbol": "GEV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS for AI software orchestration layer plus long GEV, FLNC, CCJ, UUUU, EOSE, TE for direct power infrastructure exposure.", "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": "quote", "lang": "en", "tweet_text": "I agree. the bottleneck is power. but raw power without orchestration is worthless. That’s why I invest in the best of both. $NBIS for the software layer and invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $IREN is better than $NBIS because the AI bottleneck is not software but power.\n\nUnprecedented demand = unprecedented valuations\n\nFrom Jensen to Satya to Sam: it’s POWER not software.\n\nLaw of scarcity will do miracles \n\nThis is why I decided to go all in on $IREN after its https://t.co/5qhQIyWX3q", "parent_author": null, "ret_m1d": 0.0066752235936378135, "ret_signed_m1d": 0.0066752235936378135, "alpha_spy_m1d": 0.008548447914321522, "alpha_c_m1d": 0.0024003961089753556, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274827484662458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05728933090911614, "ret_signed_p1d": -0.05728933090911614, "alpha_spy_p1d": -0.04543578354909705, "alpha_c_p1d": -0.04569619655201207, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593134357104073, "ret_p1w": -0.00251184835618945, "ret_signed_p1w": -0.00251184835618945, "alpha_spy_p1w": 0.00026862893596391046, "alpha_c_p1w": -0.0012166998397784567, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012951485164109933, "ret_p1m": 0.034958633980341824, "ret_signed_p1m": 0.034958633980341824, "alpha_spy_p1m": 0.03760735515801639, "alpha_c_p1m": 0.045580307261982145, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.01062167328164032, "ret_p3m": 0.2351068811095265, "ret_signed_p3m": 0.2351068811095265, "alpha_spy_p3m": 0.21644740546283847, "alpha_c_p3m": 0.15720477447948666, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790210663003982, "ret_p6m": 0.8759087789925866, "ret_signed_p6m": 0.8759087789925866, "alpha_spy_p6m": 0.8284912573746324, "alpha_c_p6m": 0.7616101280325198, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429865096006675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.034958633980341824, "alpha_spy_stated": 0.03760735515801639, "alpha_c_stated": 0.045580307261982145, "price_path": [0.1428, 0.1107, 0.1162, 0.1191, 0.1306, 0.0908, 0.0753, 0.0695, 0.0748, 0.0372, 0.0397, 0.0421, 0.044, 0.0358, 0.0764, 0.0703, 0.0897, 0.0541, 0.0541, -0.0031, -0.0077, 0.0298, 0.001, 0.0322, 0.0416, 0.1067, 0.0905, 0.0757, 0.0811, 0.0626, 0.0572, 0.0507, 0.0734, 0.1081, 0.0893, 0.0816, 0.0447, 0.0407, 0.036, 0.0574, 0.0424, 0.0425, 0.0232, 0.0373, 0.0423, 0.0756, 0.0907, 0.0397, 0.1148, 0.1082, 0.0592, 0.0352, 0.0318, 0.022, 0.007, -0.009, 0.0239, 0.0054, 0.0054, -0.0177, -0.0057, -0.0124, 0.0067, 0.0, -0.0573, -0.0371, -0.0535, -0.0105, -0.0025, -0.0089, -0.0101, -0.0397, -0.0051, -0.0073, -0.0453, 0.0243, -0.04, -0.0437, -0.0013, -0.015, 0.0146, 0.0146, 0.0318, -0.0075, 0.035, 0.0356, 0.0823, 0.0861, 0.0699, 0.0758, 0.2438, 0.2115, 0.1556, 0.1722, 0.1806, 0.0567, 0.1001, 0.1325, 0.1386, 0.138, 0.1481, 0.1481, 0.1414, 0.1414, 0.1348, 0.1244, 0.1244, 0.1691, 0.1722, 0.1816, 0.1403, 0.0819, 0.0717, 0.1015, 0.1227, 0.1091, 0.1057, 0.1734, 0.1734, 0.1791, 0.1499, 0.1392, 0.1325, 0.1466, 0.1926, 0.2251, 0.2351, 0.2506, 0.2998, 0.3433, 0.2847, 0.2698, 0.3418, 0.38, 0.3615, 0.4181, 0.4058, 0.381, 0.381, 0.4103, 0.4075, 0.4369, 0.4296, 0.4319, 0.5146, 0.5082, 0.509, 0.504, 0.5171, 0.4496, 0.4484, 0.4032, 0.3588, 0.4292, 0.4448, 0.4594, 0.4326, 0.386, 0.4245, 0.4541, 0.4789, 0.5115, 0.4661, 0.5205, 0.5666, 0.5912, 0.5041, 0.4697, 0.4081, 0.5038, 0.5414, 0.548, 0.548, 0.5459, 0.569, 0.6126, 0.6676, 0.7078, 0.7074, 0.7012, 0.6985, 0.6854, 0.7274, 0.7058, 0.7077, 0.9425, 0.9803, 0.9797, 0.9298, 0.8759]}
{"unit_id": "quote:1984775700432421105", "ticker_idx": 2, "ts": "2025-11-02T00:12:56+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS for AI software orchestration layer plus long GEV, FLNC, CCJ, UUUU, EOSE, TE for direct power infrastructure exposure.", "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 agree. the bottleneck is power. but raw power without orchestration is worthless. That’s why I invest in the best of both. $NBIS for the software layer and invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $IREN is better than $NBIS because the AI bottleneck is not software but power.\n\nUnprecedented demand = unprecedented valuations\n\nFrom Jensen to Satya to Sam: it’s POWER not software.\n\nLaw of scarcity will do miracles \n\nThis is why I decided to go all in on $IREN after its https://t.co/5qhQIyWX3q", "parent_author": null, "ret_m1d": 0.009130251750778307, "ret_signed_m1d": 0.009130251750778307, "alpha_spy_m1d": 0.011003476071462015, "alpha_c_m1d": 0.011003476071462015, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.0018732243206837085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07832768873609319, "ret_signed_p1d": -0.07832768873609319, "alpha_spy_p1d": -0.0664741413760741, "alpha_c_p1d": -0.0664741413760741, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.01185354736001909, "ret_p1w": 0.04709281473979998, "ret_signed_p1w": 0.04709281473979998, "alpha_spy_p1w": 0.04987329203195334, "alpha_c_p1w": 0.04987329203195334, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027804772921533605, "ret_p1m": -0.04084576661622874, "ret_signed_p1m": -0.04084576661622874, "alpha_spy_p1m": -0.03819704543855418, "alpha_c_p1m": -0.03819704543855418, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.0026487211776745623, "ret_p3m": 0.517059130467141, "ret_signed_p3m": 0.517059130467141, "alpha_spy_p3m": 0.498399654820453, "alpha_c_p3m": 0.498399654820453, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.018659475646688017, "ret_p6m": -0.4065352859964403, "ret_signed_p6m": -0.4065352859964403, "alpha_spy_p6m": -0.4539528076143945, "alpha_c_p6m": -0.4539528076143945, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.047417521617954206, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04084576661622874, "alpha_spy_stated": -0.03819704543855418, "alpha_c_stated": -0.03819704543855418, "price_path": [-0.5939, -0.5642, -0.5584, -0.5608, -0.6458, -0.6372, -0.6365, -0.618, -0.6127, -0.6242, -0.6406, -0.6713, -0.6377, -0.641, -0.6358, -0.6502, -0.6276, -0.6444, -0.6444, -0.667, -0.6756, -0.6756, -0.6372, -0.6535, -0.6742, -0.6752, -0.6665, -0.6636, -0.6449, -0.6396, -0.6425, -0.6194, -0.5502, -0.4906, -0.5094, -0.4628, -0.4363, -0.4277, -0.4522, -0.481, -0.3537, -0.3729, -0.3373, -0.2667, -0.3354, -0.2811, -0.284, -0.371, -0.2364, -0.1134, 0.0303, -0.0591, -0.1194, -0.1134, -0.2186, -0.2686, -0.2297, -0.062, -0.0995, -0.1302, -0.0255, -0.0163, 0.0091, 0.0, -0.0783, -0.0043, -0.0476, -0.001, 0.0471, -0.0038, -0.0769, -0.2191, -0.1394, -0.172, -0.1821, -0.1922, -0.2547, -0.26, -0.2407, -0.1941, -0.0875, -0.0875, -0.0562, -0.0682, -0.0408, -0.0461, 0.1216, 0.1514, 0.0985, 0.1504, 0.1442, 0.2393, 0.0663, 0.0341, 0.024, -0.1076, -0.0721, -0.0408, -0.0173, -0.0548, -0.0471, -0.0471, -0.0288, -0.0404, -0.0457, -0.0495, -0.0495, 0.1057, 0.0692, 0.049, -0.012, 0.0178, 0.1148, 0.1187, 0.1446, 0.0884, 0.2254, 0.3013, 0.3013, 0.2259, 0.2657, 0.3104, 0.2946, 0.3032, 0.3667, 0.4892, 0.5171, 0.4786, 0.4844, 0.5488, 0.3931, -0.0894, -0.0658, -0.0678, -0.0875, -0.1581, -0.1619, -0.1129, -0.1129, -0.1456, -0.1624, -0.2042, -0.2047, -0.2278, -0.2076, -0.2153, -0.2215, -0.2532, -0.2734, -0.283, -0.2407, -0.2427, -0.2898, -0.2456, -0.1889, -0.1778, -0.211, -0.2129, -0.1937, -0.2071, -0.2316, -0.2297, -0.2729, -0.2619, -0.2239, -0.2143, -0.2811, -0.32, -0.3753, -0.3388, -0.3743, -0.3609, -0.3609, -0.3657, -0.3633, -0.3695, -0.3484, -0.3378, -0.3441, -0.2888, -0.2691, -0.2802, -0.3496, -0.3931, -0.3864, -0.3513, -0.3503, -0.357, -0.358, -0.4065]}
{"unit_id": "quote:1984775700432421105", "ticker_idx": 3, "ts": "2025-11-02T00:12:56+00:00", "symbol": "CCJ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS for AI software orchestration layer plus long GEV, FLNC, CCJ, UUUU, EOSE, TE for direct power infrastructure exposure.", "resolved_tickers": ["CCJ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Uranium'", "bench_c_industry": "Uranium", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree. the bottleneck is power. but raw power without orchestration is worthless. That’s why I invest in the best of both. $NBIS for the software layer and invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $IREN is better than $NBIS because the AI bottleneck is not software but power.\n\nUnprecedented demand = unprecedented valuations\n\nFrom Jensen to Satya to Sam: it’s POWER not software.\n\nLaw of scarcity will do miracles \n\nThis is why I decided to go all in on $IREN after its https://t.co/5qhQIyWX3q", "parent_author": null, "ret_m1d": 0.013485411837846684, "ret_signed_m1d": 0.013485411837846684, "alpha_spy_m1d": 0.015358636158530392, "alpha_c_m1d": 0.013598782766195305, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.00011337092834862172, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.038671263373552645, "ret_signed_p1d": -0.038671263373552645, "alpha_spy_p1d": -0.026817716013533555, "alpha_c_p1d": -0.02789306000982572, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.010778203363726924, "ret_p1w": -0.06554286718720337, "ret_signed_p1w": -0.06554286718720337, "alpha_spy_p1w": -0.06276238989505001, "alpha_c_p1w": -0.09061669325602084, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.025073826068817473, "ret_p1m": -0.12343284350253536, "ret_signed_p1m": -0.12343284350253536, "alpha_spy_p1m": -0.1207841223248608, "alpha_c_p1m": -0.14612411003811898, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.02269126653558362, "ret_p3m": 0.32801457266141854, "ret_signed_p3m": 0.32801457266141854, "alpha_spy_p3m": 0.3093550970147305, "alpha_c_p3m": 0.17211326183329123, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.1559013108281273, "ret_p6m": 0.15554255868847267, "ret_signed_p6m": 0.15554255868847267, "alpha_spy_p6m": 0.10812503707051846, "alpha_c_p6m": -0.17375671073722887, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.32929926942570154, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12343284350253536, "alpha_spy_stated": -0.1207841223248608, "alpha_c_stated": -0.14612411003811898, "price_path": [-0.241, -0.2427, -0.2373, -0.2298, -0.2223, -0.2504, -0.2509, -0.2504, -0.2383, -0.268, -0.3012, -0.2917, -0.2572, -0.2566, -0.2413, -0.2535, -0.2203, -0.2326, -0.2326, -0.2522, -0.2348, -0.2433, -0.2479, -0.2341, -0.2326, -0.212, -0.2078, -0.2255, -0.1441, -0.2045, -0.1888, -0.1809, -0.1455, -0.1442, -0.1384, -0.1761, -0.1506, -0.1514, -0.1625, -0.1685, -0.1721, -0.1651, -0.1654, -0.1541, -0.1428, -0.1452, -0.14, -0.1408, -0.0863, -0.076, -0.0733, -0.0964, -0.1414, -0.1482, -0.1793, -0.1716, -0.1443, -0.1261, -0.1411, 0.0601, 0.0577, 0.0384, 0.0135, 0.0, -0.0387, -0.0556, -0.1052, -0.0852, -0.0655, -0.0826, -0.0821, -0.1474, -0.1595, -0.1767, -0.174, -0.1449, -0.1871, -0.2123, -0.1736, -0.1339, -0.1194, -0.1194, -0.1224, -0.1304, -0.1234, -0.1113, -0.0652, -0.0932, -0.0969, -0.0725, -0.0685, -0.0488, -0.091, -0.108, -0.1352, -0.157, -0.1299, -0.1059, -0.0889, -0.072, -0.0727, -0.0727, -0.0776, -0.0776, -0.0922, -0.091, -0.091, -0.0208, -0.0048, 0.0143, 0.0326, 0.0507, 0.0686, 0.0908, 0.0821, 0.1007, 0.1211, 0.1568, 0.1568, 0.1505, 0.2154, 0.2108, 0.2323, 0.2047, 0.2515, 0.3322, 0.328, 0.2259, 0.1943, 0.2533, 0.1407, 0.0857, 0.1289, 0.199, 0.1732, 0.1841, 0.1563, 0.1217, 0.1217, 0.1221, 0.1574, 0.1826, 0.2056, 0.1798, 0.2029, 0.1894, 0.1741, 0.1763, 0.2492, 0.1702, 0.1946, 0.135, 0.0897, 0.1539, 0.193, 0.1464, 0.1455, 0.0722, 0.0959, 0.108, 0.0869, 0.0591, 0.0089, 0.0488, 0.0734, 0.0831, 0.0399, 0.0324, 0.0217, 0.079, 0.1041, 0.1184, 0.1184, 0.0976, 0.0951, 0.1515, 0.1479, 0.1529, 0.1594, 0.1531, 0.1834, 0.1949, 0.1988, 0.2282, 0.1585, 0.2565, 0.2305, 0.2136, 0.2231, 0.1555]}
{"unit_id": "quote:1984775700432421105", "ticker_idx": 4, "ts": "2025-11-02T00:12:56+00:00", "symbol": "UUUU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS for AI software orchestration layer plus long GEV, FLNC, CCJ, UUUU, EOSE, TE for direct power infrastructure exposure.", "resolved_tickers": ["UUUU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Uranium'", "bench_c_industry": "Uranium", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree. the bottleneck is power. but raw power without orchestration is worthless. That’s why I invest in the best of both. $NBIS for the software layer and invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $IREN is better than $NBIS because the AI bottleneck is not software but power.\n\nUnprecedented demand = unprecedented valuations\n\nFrom Jensen to Satya to Sam: it’s POWER not software.\n\nLaw of scarcity will do miracles \n\nThis is why I decided to go all in on $IREN after its https://t.co/5qhQIyWX3q", "parent_author": null, "ret_m1d": 0.1522472532571193, "ret_signed_m1d": 0.1522472532571193, "alpha_spy_m1d": 0.154120477577803, "alpha_c_m1d": 0.15236062418546792, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.00011337092834862172, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04438196865390254, "ret_signed_p1d": -0.04438196865390254, "alpha_spy_p1d": -0.03252842129388345, "alpha_c_p1d": -0.03360376529017561, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.010778203363726924, "ret_p1w": -0.07359547876917283, "ret_signed_p1w": -0.07359547876917283, "alpha_spy_p1w": -0.07081500147701947, "alpha_c_p1w": -0.0986693048379903, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.025073826068817473, "ret_p1m": -0.15449433506716337, "ret_signed_p1m": -0.15449433506716337, "alpha_spy_p1m": -0.1518456138894888, "alpha_c_p1m": -0.177185601602747, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.02269126653558362, "ret_p3m": 0.39775282175097604, "ret_signed_p3m": 0.39775282175097604, "alpha_spy_p3m": 0.379093346104288, "alpha_c_p3m": 0.24185151092284873, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.1559013108281273, "ret_p6m": 0.15674163118605167, "ret_signed_p6m": 0.15674163118605167, "alpha_spy_p6m": 0.10932410956809746, "alpha_c_p6m": -0.17255763823964987, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.32929926942570154, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15449433506716337, "alpha_spy_stated": -0.1518456138894888, "alpha_c_stated": -0.177185601602747, "price_path": [-0.4562, -0.4607, -0.4635, -0.4601, -0.4612, -0.4657, -0.45, -0.45, -0.4202, -0.5242, -0.5208, -0.4719, -0.4056, -0.386, -0.3084, -0.3596, -0.3438, -0.3506, -0.3506, -0.3618, -0.3573, -0.3691, -0.3506, -0.3315, -0.2652, -0.2904, -0.2961, -0.3298, -0.2236, -0.2466, -0.209, -0.2079, -0.1652, -0.1253, -0.0635, -0.0522, -0.0303, -0.0612, -0.0719, -0.1376, -0.1174, -0.0551, -0.0719, -0.05, -0.0118, 0.0112, 0.1067, 0.1427, 0.3354, 0.4736, 0.4039, 0.2185, 0.1831, 0.2685, 0.159, 0.2775, 0.1944, 0.2006, 0.073, 0.1253, 0.1461, 0.2258, 0.1522, 0.0, -0.0444, -0.0893, -0.1506, -0.1208, -0.0736, -0.1191, -0.1112, -0.1303, -0.1264, -0.1596, -0.1545, -0.1298, -0.2579, -0.282, -0.2152, -0.1854, -0.1933, -0.1933, -0.191, -0.2096, -0.1545, -0.1517, -0.0831, -0.123, -0.1298, -0.1348, -0.1652, -0.1112, -0.1815, -0.2124, -0.209, -0.2433, -0.2146, -0.1534, -0.1522, -0.1472, -0.1517, -0.1517, -0.1775, -0.1534, -0.2017, -0.1831, -0.1831, -0.0629, 0.0376, 0.0303, 0.0646, 0.0444, 0.0202, 0.082, 0.091, 0.1747, 0.1753, 0.2326, 0.2326, 0.3213, 0.2652, 0.3719, 0.4326, 0.3107, 0.3573, 0.5573, 0.3978, 0.2607, 0.1803, 0.3781, 0.2034, 0.1006, 0.1921, 0.2978, 0.2225, 0.2618, 0.1966, 0.164, 0.164, 0.1556, 0.1989, 0.2343, 0.1994, 0.1809, 0.2792, 0.2697, 0.2831, 0.1978, 0.3129, 0.1736, 0.2253, 0.1416, 0.0691, 0.1163, 0.141, 0.1275, 0.1135, 0.0489, 0.0809, 0.0854, 0.0511, 0.0067, -0.059, -0.0006, 0.0146, 0.0534, -0.0079, -0.0107, -0.0753, 0.0253, 0.0084, -0.0028, -0.0028, 0.0017, -0.0202, 0.0326, 0.0292, 0.0337, 0.0876, 0.0978, 0.1798, 0.1758, 0.1511, 0.2084, 0.1528, 0.2713, 0.2309, 0.1416, 0.1978, 0.1567]}
{"unit_id": "quote:1984775700432421105", "ticker_idx": 5, "ts": "2025-11-02T00:12:56+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS for AI software orchestration layer plus long GEV, FLNC, CCJ, UUUU, EOSE, TE for direct power infrastructure exposure.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree. the bottleneck is power. but raw power without orchestration is worthless. That’s why I invest in the best of both. $NBIS for the software layer and invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $IREN is better than $NBIS because the AI bottleneck is not software but power.\n\nUnprecedented demand = unprecedented valuations\n\nFrom Jensen to Satya to Sam: it’s POWER not software.\n\nLaw of scarcity will do miracles \n\nThis is why I decided to go all in on $IREN after its https://t.co/5qhQIyWX3q", "parent_author": null, "ret_m1d": 0.026248450966089854, "ret_signed_m1d": 0.026248450966089854, "alpha_spy_m1d": 0.028121675286773562, "alpha_c_m1d": 0.021973623481427396, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274827484662458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0973111085291759, "ret_signed_p1d": -0.0973111085291759, "alpha_spy_p1d": -0.08545756116915681, "alpha_c_p1d": -0.08571797417207183, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593134357104073, "ret_p1w": 0.22855318019554227, "ret_signed_p1w": 0.22855318019554227, "alpha_spy_p1w": 0.23133365748769563, "alpha_c_p1w": 0.22984832871195326, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012951485164109933, "ret_p1m": -0.18181819291903534, "ret_signed_p1m": -0.18181819291903534, "alpha_spy_p1m": -0.17916947174136078, "alpha_c_p1m": -0.17119651963739502, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.01062167328164032, "ret_p3m": 0.03137008504369421, "ret_signed_p3m": 0.03137008504369421, "alpha_spy_p3m": 0.01271060939700619, "alpha_c_p3m": -0.04653202158634562, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790210663003982, "ret_p6m": -0.564020487024748, "ret_signed_p6m": -0.564020487024748, "alpha_spy_p6m": -0.6114380086427023, "alpha_c_p6m": -0.6783191379848148, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429865096006675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18181819291903534, "alpha_spy_stated": -0.17916947174136078, "alpha_c_stated": -0.17119651963739502, "price_path": [-0.5864, -0.58, -0.5922, -0.5935, -0.6088, -0.5941, -0.5948, -0.6248, -0.5948, -0.6127, -0.6165, -0.6146, -0.5954, -0.5986, -0.557, -0.5442, -0.5435, -0.5583, -0.5583, -0.5192, -0.5122, -0.5301, -0.5384, -0.5602, -0.5531, -0.5602, -0.5378, -0.475, -0.4699, -0.4693, -0.4558, -0.4238, -0.3752, -0.3444, -0.3496, -0.3182, -0.3284, -0.3521, -0.2849, -0.2708, -0.2081, -0.2087, -0.1933, -0.1127, -0.1255, -0.0512, -0.0627, -0.1152, 0.0915, 0.0871, 0.1703, -0.0109, -0.0371, -0.0391, 0.0435, -0.0359, -0.0807, 0.0282, -0.0154, -0.0391, -0.08, -0.0832, 0.0262, 0.0, -0.0973, -0.0487, -0.0211, 0.169, 0.2286, 0.1857, 0.1056, -0.0266, -0.1165, -0.1677, -0.137, -0.1818, -0.1754, -0.2087, -0.1601, -0.1421, -0.0903, -0.0903, -0.0365, -0.129, -0.1818, -0.1325, -0.0019, -0.0403, -0.0122, -0.0429, -0.0531, 0.0525, -0.0499, -0.1274, -0.1485, -0.2145, -0.2119, -0.1633, -0.1748, -0.2343, -0.2305, -0.2305, -0.2414, -0.2734, -0.2734, -0.2663, -0.2663, -0.1697, -0.1383, -0.0941, -0.105, -0.1024, -0.0218, 0.0327, 0.0768, 0.1076, 0.0807, 0.1172, 0.1172, 0.1088, 0.1223, 0.1665, 0.0954, 0.0365, -0.0391, 0.0679, 0.0314, -0.0627, -0.096, -0.0778, -0.2061, -0.2778, -0.2119, -0.1524, -0.2177, -0.2586, -0.3092, -0.2894, -0.2894, -0.267, -0.2599, -0.267, -0.315, -0.3355, -0.265, -0.2875, -0.5685, -0.6354, -0.6223, -0.612, -0.5679, -0.5698, -0.6076, -0.605, -0.5896, -0.5871, -0.6082, -0.6344, -0.644, -0.6389, -0.662, -0.6466, -0.6677, -0.6581, -0.6741, -0.6735, -0.6914, -0.6889, -0.7186, -0.6825, -0.6805, -0.6818, -0.6818, -0.6901, -0.7132, -0.7061, -0.6191, -0.6402, -0.6056, -0.5954, -0.5467, -0.5448, -0.5416, -0.5416, -0.5499, -0.5301, -0.5563, -0.509, -0.5416, -0.564]}
{"unit_id": "quote:1984775700432421105", "ticker_idx": 6, "ts": "2025-11-02T00:12:56+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS for AI software orchestration layer plus long GEV, FLNC, CCJ, UUUU, EOSE, TE for direct power infrastructure exposure.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree. the bottleneck is power. but raw power without orchestration is worthless. That’s why I invest in the best of both. $NBIS for the software layer and invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $IREN is better than $NBIS because the AI bottleneck is not software but power.\n\nUnprecedented demand = unprecedented valuations\n\nFrom Jensen to Satya to Sam: it’s POWER not software.\n\nLaw of scarcity will do miracles \n\nThis is why I decided to go all in on $IREN after its https://t.co/5qhQIyWX3q", "parent_author": null, "ret_m1d": 0.08771928234615034, "ret_signed_m1d": 0.08771928234615034, "alpha_spy_m1d": 0.08959250666683405, "alpha_c_m1d": 0.08344445486148788, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274827484662458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0760233873284013, "ret_signed_p1d": 0.0760233873284013, "alpha_spy_p1d": 0.0878769346884204, "alpha_c_p1d": 0.08761652168550538, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593134357104073, "ret_p1w": 0.3157894443313545, "ret_signed_p1w": 0.3157894443313545, "alpha_spy_p1w": 0.31856992162350783, "alpha_c_p1w": 0.31708459284776547, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012951485164109933, "ret_p1m": 0.385964814437848, "ret_signed_p1m": 0.385964814437848, "alpha_spy_p1m": 0.3886135356155226, "alpha_c_p1m": 0.39658648771948835, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.01062167328164032, "ret_p3m": 1.596491203609462, "ret_signed_p3m": 1.596491203609462, "alpha_spy_p3m": 1.577831727962774, "alpha_c_p3m": 1.5185890969794222, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790210663003982, "ret_p6m": 0.4327485339349104, "ret_signed_p6m": 0.4327485339349104, "alpha_spy_p6m": 0.3853310123169562, "alpha_c_p6m": 0.31844988297484367, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429865096006675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.385964814437848, "alpha_spy_stated": 0.3886135356155226, "alpha_c_stated": 0.39658648771948835, "price_path": [-0.6345, -0.6287, -0.6257, -0.6374, -0.6345, -0.6082, -0.6316, -0.5673, -0.5468, -0.5731, -0.6111, -0.5673, -0.5351, -0.5263, -0.5292, -0.538, -0.5205, -0.5175, -0.5175, -0.4474, -0.4649, -0.4591, -0.4211, -0.4211, -0.4327, -0.4532, -0.4503, -0.4561, -0.4795, -0.4883, -0.4825, -0.4561, -0.4298, -0.4064, -0.462, -0.3567, -0.3363, -0.3567, -0.3187, -0.3626, -0.3012, -0.3099, -0.2602, -0.1813, -0.1637, -0.1433, 0.1199, 0.0643, 0.0234, 0.1725, 0.5322, 0.3713, 0.2632, 0.3918, 0.3099, 0.2018, 0.0848, 0.0146, 0.1199, 0.0819, 0.0526, 0.0643, 0.0877, 0.0, 0.076, 0.1959, 0.076, 0.114, 0.3158, 0.2895, 0.1257, 0.0205, -0.0175, -0.0702, -0.1053, -0.155, -0.2047, -0.2047, -0.0819, -0.038, 0.1228, 0.1228, 0.2047, 0.307, 0.386, 0.3216, 0.4942, 0.7047, 0.7602, 0.9678, 0.7982, 0.7164, 0.5643, 0.4795, 0.5906, 0.5848, 0.7602, 0.8801, 1.1345, 1.0789, 1.0614, 1.0614, 0.9883, 0.8772, 0.9006, 0.9532, 0.9532, 1.2924, 1.3977, 1.2368, 1.1287, 0.9912, 1.0292, 1.1082, 1.2982, 1.2982, 1.1667, 1.3889, 1.3889, 1.4211, 1.2865, 1.4474, 1.4854, 1.3801, 1.6667, 1.7749, 1.5965, 1.4357, 1.5322, 1.6579, 1.2602, 1.1257, 1.4181, 1.2339, 1.1959, 1.0029, 0.8158, 0.7895, 0.7895, 0.883, 0.8889, 0.845, 0.8158, 0.8392, 1.0731, 1.1111, 1.1316, 0.8012, 1.0, 0.9035, 1.076, 0.9912, 0.9649, 1.0936, 1.3333, 1.3801, 1.2632, 1.2281, 1.2573, 1.2778, 1.1433, 1.2544, 0.9298, 1.0, 0.9327, 0.9532, 0.8363, 0.6842, 0.6433, 0.2836, 0.3099, 0.2251, 0.2251, 0.1842, 0.1491, 0.2193, 0.2222, 0.3713, 0.4942, 0.4211, 0.5614, 0.4591, 0.4708, 0.4561, 0.4883, 0.576, 0.576, 0.5468, 0.5526, 0.4327]}
{"unit_id": "orig:1988235145548005817", "ticker_idx": 0, "ts": "2025-11-11T13:19:32+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "more than half of $7-$9B FY 26 guide is already booked", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish NBIS: majority of FY26 $7-9B guidance already contracted/booked, de-risking the outlook.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS - more than half of $7-$9B FY 26 guide is already booked. https://t.co/xRq8gnoMV8", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07562116645693662, "ret_signed_m1d": 0.07562116645693662, "alpha_spy_m1d": 0.07790511512197362, "alpha_c_m1d": 0.08367728376365802, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.0080561173067214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07689298098696984, "ret_signed_p1d": -0.07689298098696984, "alpha_spy_p1d": -0.07744937135333418, "alpha_c_p1d": -0.07111364963830213, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": -0.0057793313486677045, "ret_p1w": -0.11426335517212038, "ret_signed_p1w": -0.11426335517212038, "alpha_spy_p1w": -0.0807055825248475, "alpha_c_p1w": -0.09333511222003488, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928242952085507, "ret_p1m": -0.08442579514531079, "ret_signed_p1m": -0.08442579514531079, "alpha_spy_p1m": -0.09111698623787501, "alpha_c_p1m": -0.10955706560117828, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131270455867494, "ret_p3m": -0.15769910540088283, "ret_signed_p3m": -0.15769910540088283, "alpha_spy_p3m": -0.17184367481015295, "alpha_c_p3m": -0.1746409168485713, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.01694181144768847, "ret_p6m": 0.9085305616135924, "ret_signed_p6m": 0.9085305616135924, "alpha_spy_p6m": 0.8279910963268098, "alpha_c_p6m": 0.8743309768604137, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.034199584753178636, "ret_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": -0.1746409168485713, "price_path": [-0.3303, -0.2994, -0.2904, -0.3427, -0.34, -0.3526, -0.3252, -0.315, -0.3105, -0.3142, -0.2952, -0.3316, -0.3316, -0.3571, -0.3578, -0.365, -0.3595, -0.3733, -0.0636, -0.0864, -0.1275, -0.1155, -0.1102, -0.1251, -0.0796, -0.0792, -0.0285, 0.0428, 0.0546, 0.1077, 0.056, 0.0536, 0.0783, 0.0983, 0.131, 0.2314, 0.252, 0.2223, 0.1514, 0.1935, 0.2976, 0.2677, 0.3252, 0.2537, 0.231, 0.2037, 0.1098, 0.0663, 0.0202, -0.0352, 0.0385, 0.1471, 0.2271, 0.1918, 0.2238, 0.2148, 0.2798, 0.1785, 0.0814, 0.1446, 0.0706, 0.0886, 0.0756, 0.0, -0.0769, -0.1329, -0.1827, -0.1589, -0.1143, -0.0699, -0.172, -0.1855, -0.101, -0.1305, -0.0737, -0.0737, -0.0719, -0.0203, -0.0564, -0.0323, 0.0057, -0.0409, -0.0185, -0.0568, -0.0844, -0.0777, -0.1421, -0.2062, -0.2081, -0.2619, -0.2361, -0.1248, -0.0879, -0.1193, -0.1085, -0.1085, -0.1431, -0.1583, -0.1668, -0.1811, -0.1811, -0.12, -0.0919, -0.0194, -0.0588, -0.0481, -0.042, 0.05, 0.0314, -0.0023, 0.0163, 0.0637, 0.0637, -0.0287, -0.0328, -0.0525, -0.0755, -0.1053, -0.0426, -0.0175, -0.0715, -0.1666, -0.1375, -0.12, -0.194, -0.2773, -0.1577, -0.0914, -0.102, -0.1331, -0.1222, -0.0412, -0.0412, -0.046, -0.0041, 0.0527, -0.0421, -0.0158, 0.0035, 0.0382, 0.026, -0.1079, -0.1097, -0.1509, -0.0434, -0.0643, -0.1261, -0.0712, -0.0566, 0.0956, 0.0569, 0.105, 0.2703, 0.138, 0.1599, 0.1888, 0.1507, 0.1167, 0.1241, 0.1259, 0.0367, -0.0137, -0.0974, 0.0151, -0.0026, 0.0646, 0.0646, 0.101, 0.1485, 0.2229, 0.3337, 0.4182, 0.512, 0.5842, 0.6315, 0.6175, 0.5373, 0.557, 0.5315, 0.5275, 0.5367, 0.4396, 0.4181, 0.3257, 0.3812, 0.3523, 0.5113, 0.7259, 0.721, 0.9085]}
{"unit_id": "orig:1986880419162452397", "ticker_idx": 0, "ts": "2025-11-07T19:36:21+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "equity sits on a structurally de-risked foundation", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AI infrastructure debt pricing signals de-risked equity for ORCL, NBIS, and IREN; bullish on all three.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Regardless of the noise around the AI trade the numbers never lie.\n\n$ORCL just closed an $18B data-center loan which was priced at SOFR + 2.5%.\n\nThe banks are treating AI infrastructure like investment-grade real estate not venture capital risk.\n\nWhen senior debt clears at those levels, equity sits on a structurally de-risked foundation.\n\nInvestors in $NBIS and $IREN can take this as a signal that their investment is sound. \n\nhttps://t.co/hMjeWIuDcC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018975290183313787, "ret_signed_m1d": 0.018975290183313787, "alpha_spy_m1d": 0.019958886847046386, "alpha_c_m1d": 0.019958886847046386, "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": 0.006561957930550033, "ret_signed_p1d": 0.006561957930550033, "alpha_spy_p1d": -0.009042412415789958, "alpha_c_p1d": -0.009042412415789958, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.01560437034633999, "ret_p1w": -0.06858639741233097, "ret_signed_p1w": -0.06858639741233097, "alpha_spy_p1w": -0.07001730859760624, "alpha_c_p1w": -0.07001730859760624, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": 0.0014309111852752743, "ret_p1m": -0.07824126129424647, "ret_signed_p1m": -0.07824126129424647, "alpha_spy_p1m": -0.0971095509687836, "alpha_c_p1m": -0.0971095509687836, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.01886828967453713, "ret_p3m": -0.38536442884163513, "ret_signed_p3m": -0.38536442884163513, "alpha_spy_p3m": -0.4110700177417046, "alpha_c_p3m": -0.4110700177417046, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.025705588900069465, "ret_p6m": -0.2418376408213535, "ret_signed_p6m": -0.2418376408213535, "alpha_spy_p6m": -0.31803831618648537, "alpha_c_p6m": -0.31803831618648537, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.07824126129424647, "alpha_spy_stated": -0.0971095509687836, "alpha_c_stated": -0.0971095509687836, "price_path": [0.0592, 0.0188, 0.022, 0.0359, 0.0392, -0.0211, -0.0193, -0.0272, -0.0138, -0.0178, -0.0228, -0.0161, 0.0027, -0.0565, -0.0565, -0.06, -0.0677, -0.0696, -0.0287, -0.005, 0.0077, 0.3699, 0.2845, 0.2191, 0.2606, 0.2794, 0.2576, 0.2376, 0.2878, 0.3691, 0.3094, 0.287, 0.2155, 0.1827, 0.1798, 0.1734, 0.2058, 0.2049, 0.1939, 0.2166, 0.1859, 0.2043, 0.2412, 0.2244, 0.2873, 0.2497, 0.269, 0.3082, 0.2175, 0.1585, 0.15, 0.1396, 0.1706, 0.1842, 0.1761, 0.1737, 0.1506, 0.0737, 0.0976, 0.0777, 0.0372, 0.0462, 0.019, 0.0, 0.0066, -0.013, -0.0513, -0.0907, -0.0686, -0.0811, -0.0785, -0.0574, -0.1194, -0.1693, -0.1629, -0.1765, -0.1434, -0.1434, -0.1559, -0.1602, -0.1595, -0.1318, -0.1042, -0.0906, -0.0782, -0.0741, -0.0679, -0.1689, -0.206, -0.2271, -0.2115, -0.2541, -0.2476, -0.1977, -0.1709, -0.1836, -0.1746, -0.1746, -0.1725, -0.1834, -0.1758, -0.1854, -0.1854, -0.182, -0.1951, -0.1902, -0.194, -0.2073, -0.1681, -0.1423, -0.1523, -0.1887, -0.2044, -0.1992, -0.1992, -0.246, -0.2713, -0.2533, -0.2576, -0.2355, -0.2671, -0.2759, -0.2917, -0.3103, -0.3293, -0.3518, -0.3854, -0.4281, -0.4015, -0.3438, -0.33, -0.3414, -0.3443, -0.3289, -0.3289, -0.3548, -0.3456, -0.344, -0.3795, -0.4078, -0.3876, -0.3803, -0.3701, -0.3907, -0.3746, -0.3756, -0.3615, -0.3513, -0.359, -0.3649, -0.3739, -0.3164, -0.333, -0.35, -0.3464, -0.3518, -0.3593, -0.3483, -0.3728, -0.3532, -0.3836, -0.3881, -0.4015, -0.4147, -0.4183, -0.3835, -0.3914, -0.3866, -0.3866, -0.3901, -0.4, -0.398, -0.4203, -0.4193, -0.3456, -0.3145, -0.2859, -0.25, -0.2638, -0.2532, -0.2381, -0.2115, -0.2587, -0.2713, -0.2727, -0.3021, -0.3111, -0.3213, -0.2774, -0.2418]}
{"unit_id": "orig:1986880419162452397", "ticker_idx": 1, "ts": "2025-11-07T19:36:21+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Investors in $NBIS and $IREN can take this as a signal that their investment is sound", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AI infrastructure debt pricing signals de-risked equity for ORCL, NBIS, and IREN; bullish on all three.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Regardless of the noise around the AI trade the numbers never lie.\n\n$ORCL just closed an $18B data-center loan which was priced at SOFR + 2.5%.\n\nThe banks are treating AI infrastructure like investment-grade real estate not venture capital risk.\n\nWhen senior debt clears at those levels, equity sits on a structurally de-risked foundation.\n\nInvestors in $NBIS and $IREN can take this as a signal that their investment is sound. \n\nhttps://t.co/hMjeWIuDcC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01653483427457536, "ret_signed_m1d": -0.01653483427457536, "alpha_spy_m1d": -0.01555123761084276, "alpha_c_m1d": -0.019121531267355496, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": 0.0025866969927801353, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011951849799104464, "ret_signed_p1d": -0.011951849799104464, "alpha_spy_p1d": -0.027556220145444454, "alpha_c_p1d": -0.022387976292288725, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.010436126493184261, "ret_p1w": -0.24928107627666896, "ret_signed_p1w": -0.24928107627666896, "alpha_spy_p1w": -0.25071198746194423, "alpha_c_p1w": -0.2423236586145462, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": -0.006957417662122767, "ret_p1m": -0.09840040499963942, "ret_signed_p1m": -0.09840040499963942, "alpha_spy_p1m": -0.11726869467417655, "alpha_c_p1m": -0.13541766024419188, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.03701725524455246, "ret_p3m": -0.25961538197844847, "ret_signed_p3m": -0.25961538197844847, "alpha_spy_p3m": -0.28532097087851793, "alpha_c_p3m": -0.3048221161940107, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.045206734215562205, "ret_p6m": 0.5853702381758781, "ret_signed_p6m": 0.5853702381758781, "alpha_spy_p6m": 0.5091695628107462, "alpha_c_p6m": 0.54311222454135, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": 0.04225801363452808, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09840040499963942, "alpha_spy_stated": -0.11726869467417655, "alpha_c_stated": -0.13541766024419188, "price_path": [-0.3231, -0.3653, -0.3848, -0.3564, -0.3481, -0.3962, -0.3937, -0.4053, -0.3801, -0.3708, -0.3666, -0.3701, -0.3526, -0.3861, -0.3861, -0.4094, -0.41, -0.4167, -0.4117, -0.4243, -0.1398, -0.1608, -0.1985, -0.1875, -0.1826, -0.1964, -0.1546, -0.1542, -0.1076, -0.0421, -0.0313, 0.0175, -0.03, -0.0322, -0.0095, 0.0089, 0.0389, 0.1311, 0.1501, 0.1228, 0.0577, 0.0963, 0.1919, 0.1645, 0.2173, 0.1516, 0.1308, 0.1057, 0.0194, -0.0205, -0.0629, -0.1138, -0.046, 0.0537, 0.1272, 0.0948, 0.1242, 0.1159, 0.1756, 0.0826, -0.0066, 0.0514, -0.0165, 0.0, -0.012, -0.0814, -0.152, -0.2035, -0.2493, -0.2274, -0.1864, -0.1457, -0.2394, -0.2518, -0.1742, -0.2013, -0.1491, -0.1491, -0.1475, -0.1, -0.1333, -0.1111, -0.0762, -0.119, -0.0984, -0.1336, -0.159, -0.1528, -0.212, -0.2708, -0.2726, -0.322, -0.2983, -0.1961, -0.1622, -0.191, -0.1811, -0.1811, -0.2129, -0.2268, -0.2346, -0.2478, -0.2478, -0.1917, -0.1658, -0.0992, -0.1354, -0.1256, -0.12, -0.0355, -0.0526, -0.0836, -0.0665, -0.0229, -0.0229, -0.1077, -0.1115, -0.1297, -0.1508, -0.1781, -0.1205, -0.0975, -0.1471, -0.2345, -0.2078, -0.1917, -0.2596, -0.3362, -0.2263, -0.1653, -0.1751, -0.2037, -0.1937, -0.1192, -0.1192, -0.1237, -0.0852, -0.033, -0.1201, -0.0959, -0.0782, -0.0464, -0.0575, -0.1805, -0.1822, -0.22, -0.1213, -0.1405, -0.1973, -0.1468, -0.1334, 0.0064, -0.0291, 0.015, 0.1669, 0.0454, 0.0654, 0.092, 0.057, 0.0258, 0.0326, 0.0342, -0.0477, -0.094, -0.1709, -0.0676, -0.0838, -0.0221, -0.0221, 0.0113, 0.055, 0.1233, 0.2251, 0.3027, 0.3889, 0.4552, 0.4987, 0.4858, 0.4121, 0.4303, 0.4068, 0.4031, 0.4116, 0.3224, 0.3027, 0.2177, 0.2688, 0.2422, 0.3883, 0.5854]}
{"unit_id": "orig:1986880419162452397", "ticker_idx": 2, "ts": "2025-11-07T19:36:21+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Investors in $NBIS and $IREN can take this as a signal that their investment is sound", "tweet_type": "analysis", "timeline": "unspecified", "summary": "AI infrastructure debt pricing signals de-risked equity for ORCL, NBIS, and IREN; bullish on all three.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "Regardless of the noise around the AI trade the numbers never lie.\n\n$ORCL just closed an $18B data-center loan which was priced at SOFR + 2.5%.\n\nThe banks are treating AI infrastructure like investment-grade real estate not venture capital risk.\n\nWhen senior debt clears at those levels, equity sits on a structurally de-risked foundation.\n\nInvestors in $NBIS and $IREN can take this as a signal that their investment is sound. \n\nhttps://t.co/hMjeWIuDcC", "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": 0.08043105819647434, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.007010122993918899, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.035428067671187335, "ret_signed_p1d": -0.035428067671187335, "alpha_spy_p1d": -0.051032438017527326, "alpha_c_p1d": -0.03902801280401169, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.003599945132824356, "ret_p1w": -0.25665280317562844, "ret_signed_p1w": -0.25665280317562844, "alpha_spy_p1w": -0.2580837143609037, "alpha_c_p1w": -0.2504005056126455, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": -0.006252297562982956, "ret_p1m": -0.2571337069714478, "ret_signed_p1m": -0.2571337069714478, "alpha_spy_p1m": -0.2760019966459849, "alpha_c_p1m": -0.2703963469970524, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.013262640025604622, "ret_p3m": -0.27957682178239796, "ret_signed_p3m": -0.27957682178239796, "alpha_spy_p3m": -0.3052824106824674, "alpha_c_p3m": -0.30550697586771647, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.025930154085318513, "ret_p6m": -0.20679707125674585, "ret_signed_p6m": -0.20679707125674585, "alpha_spy_p6m": -0.2829977466218777, "alpha_c_p6m": -0.19251792535578105, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": -0.014279145900964796, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_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": -0.2703963469970524, "price_path": [-0.7142, -0.7158, -0.6941, -0.6844, -0.6681, -0.6997, -0.6832, -0.686, -0.6565, -0.6294, -0.6315, -0.6416, -0.6307, -0.5755, -0.5755, -0.5333, -0.5478, -0.5811, -0.5808, -0.5802, -0.516, -0.4609, -0.4734, -0.4556, -0.4046, -0.4157, -0.3924, -0.4178, -0.3806, -0.3283, -0.3304, -0.2443, -0.2579, -0.329, -0.2637, -0.2477, -0.2453, -0.2462, -0.1911, -0.0742, -0.0112, -0.0367, 0.0236, -0.0418, 0.0282, 0.1151, 0.0898, -0.0088, -0.0266, -0.0507, -0.1152, -0.1691, -0.1045, 0.0083, 0.0418, 0.0006, -0.0314, -0.0667, -0.0261, 0.0861, 0.0681, 0.2249, 0.0734, 0.0, -0.0354, -0.0802, -0.1071, -0.2201, -0.2567, -0.24, -0.2169, -0.2653, -0.3031, -0.3225, -0.2227, -0.239, -0.2233, -0.2233, -0.2336, -0.2227, -0.3408, -0.2953, -0.2554, -0.2833, -0.2571, -0.2491, -0.2959, -0.2956, -0.3567, -0.4312, -0.4134, -0.4585, -0.4261, -0.3601, -0.3261, -0.3256, -0.327, -0.327, -0.354, -0.3682, -0.386, -0.3945, -0.3945, -0.3155, -0.2267, -0.264, -0.3007, -0.2677, -0.2621, -0.1932, -0.1505, -0.1523, -0.1682, -0.0731, -0.0731, -0.1302, -0.1427, -0.1622, -0.0914, -0.1606, -0.0383, 0.009, -0.0407, -0.1385, -0.1491, -0.1281, -0.2796, -0.3621, -0.3294, -0.2602, -0.3118, -0.316, -0.3583, -0.3232, -0.3232, -0.3432, -0.3254, -0.306, -0.3591, -0.3209, -0.2714, -0.2942, -0.2908, -0.3435, -0.3365, -0.3772, -0.2972, -0.3568, -0.4117, -0.3774, -0.3889, -0.327, -0.3368, -0.3334, -0.2796, -0.3113, -0.3233, -0.3322, -0.3381, -0.3241, -0.3408, -0.3358, -0.3996, -0.4375, -0.4931, -0.4505, -0.4535, -0.4426, -0.4426, -0.4368, -0.4271, -0.4096, -0.4059, -0.3697, -0.3096, -0.2406, -0.2174, -0.2353, -0.2286, -0.219, -0.2759, -0.2243, -0.1661, -0.1882, -0.2248, -0.2876, -0.3129, -0.2704, -0.268, -0.2068]}
{"unit_id": "reply:1995185509723750695", "ticker_idx": 0, "ts": "2025-11-30T17:37:48+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Recent addition to the BAG7 etf. Giving you all the advice to get out", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish SOFI; advises getting out, calling it a bag-holder stock.", "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": "@DustinsDollars Recent addition to the BAG7 etf. Giving you all the advice to get out", "reply_text": null, "parent_text": "@RJCcapital Calling $SOFI a bag holder stock at this point is a ridiculous take. Nice engagement bait.", "quoted_text": null, "parent_author": "DustinsDollars", "ret_m1d": 0.023768467460849818, "ret_signed_m1d": -0.023768467460849818, "alpha_spy_m1d": -0.01918205804370232, "alpha_c_m1d": -0.015449287793069422, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": 0.008319179667780396, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016534603199549247, "ret_signed_p1d": -0.016534603199549247, "alpha_spy_p1d": -0.014682326328349316, "alpha_c_p1d": -0.017479933000945302, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": -0.0009453298013960554, "ret_p1w": -0.048914917075671305, "ret_signed_p1w": 0.048914917075671305, "alpha_spy_p1w": 0.053854141134952016, "alpha_c_p1w": 0.060070086147639756, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.011155169071968452, "ret_p1m": -0.08508443549019218, "ret_signed_p1m": 0.08508443549019218, "alpha_spy_p1m": 0.09797637297903672, "alpha_c_p1m": 0.13202824753681408, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.0469438120466219, "ret_p3m": -0.34205994041687426, "ret_signed_p3m": 0.34205994041687426, "alpha_spy_p3m": 0.35832813310034894, "alpha_c_p3m": 0.33815539032822906, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": -0.003904550088645209, "ret_p6m": -0.4495349926192903, "ret_signed_p6m": 0.4495349926192903, "alpha_spy_p6m": 0.5591883359496416, "alpha_c_p6m": 0.4383547101446127, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": -0.011180282474677616, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08508443549019218, "alpha_spy_stated": 0.09797637297903672, "alpha_c_stated": 0.13202824753681408, "price_path": [-0.1564, -0.1257, -0.1182, -0.1058, -0.1054, -0.1209, -0.1058, -0.0854, -0.0468, -0.0555, -0.0651, -0.0317, 0.0165, 0.0269, 0.0021, -0.0203, -0.0313, -0.0362, -0.051, -0.0899, -0.1126, -0.1054, -0.1306, -0.092, -0.0307, -0.0348, -0.02, -0.0978, -0.0651, -0.04, -0.0344, -0.0837, -0.0858, -0.0121, -0.0096, -0.0634, -0.0327, -0.0007, 0.0334, 0.0906, 0.0644, 0.0, 0.0224, 0.0551, 0.0117, 0.0358, -0.0644, -0.0282, 0.052, 0.0661, 0.1095, -0.022, -0.0417, -0.0685, -0.0961, -0.0796, -0.1419, -0.1323, -0.0561, -0.0241, -0.0186, -0.0186, 0.0238, 0.0, 0.0165, 0.0014, 0.0196, -0.0431, -0.0489, -0.0758, -0.0668, -0.0675, -0.0603, -0.1106, -0.0844, -0.1295, -0.0944, -0.0617, -0.0579, -0.0634, -0.0534, -0.0534, -0.0675, -0.0761, -0.0851, -0.0982, -0.0982, -0.0541, 0.0086, -0.0706, -0.0699, -0.0451, -0.0561, -0.0837, -0.0651, -0.0813, -0.0892, -0.0999, -0.0999, -0.1219, -0.1168, -0.1013, -0.1095, -0.1113, -0.123, -0.1526, -0.1609, -0.2143, -0.2394, -0.2504, -0.2852, -0.3297, -0.2814, -0.2646, -0.2704, -0.2921, -0.3352, -0.3245, -0.3245, -0.3279, -0.3269, -0.3352, -0.3448, -0.3724, -0.3572, -0.3355, -0.3421, -0.3882, -0.3665, -0.3589, -0.3558, -0.3369, -0.3489, -0.3527, -0.37, -0.3617, -0.3903, -0.3882, -0.3927, -0.4017, -0.4082, -0.4116, -0.4178, -0.4092, -0.4247, -0.4296, -0.4533, -0.4754, -0.4781, -0.453, -0.4616, -0.454, -0.454, -0.4395, -0.4451, -0.432, -0.4395, -0.4413, -0.4127, -0.3831, -0.3527, -0.3445, -0.3307, -0.3283, -0.3514, -0.3434, -0.3689, -0.3648, -0.3538, -0.3676, -0.4652, -0.4454, -0.434, -0.442, -0.4482, -0.4385, -0.4488, -0.4575, -0.4399, -0.4523, -0.4726, -0.4482, -0.4623, -0.4588, -0.4754, -0.4595, -0.4609, -0.4619, -0.4619, -0.4495]}
{"unit_id": "orig:1975570229351657805", "ticker_idx": 0, "ts": "2025-10-07T14:33:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LONG $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Explicit long NBIS citing ClickHouse 400% YoY ARR growth and surpassing 2,000 customers.", "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": "BREAKING: Clickhouse ARR is growing at an exception 400% YoY and has now grown to over 2,000 customers. LONG $NBIS\n\n“The company has surpassed 2,000 customers and more than quadrupled ARR over the past year. Customer adoption has surged, with new wins including Cyera, Hewlett Packard Enterprise, Insider, Laravel, Masorange, Qualified, Shopmonkey, and Supabase, while long-term customers such as Canva, Harvey, LangChain, Perion, and SonyLIV extended their contracts. Adoption has been especially strong among AI companies, with Anthropic, LangChain, Meta, Sierra, Vercel, and Weights & Biases joining the roster of companies running business-critical systems on ClickHouse Cloud.”", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763492888399302, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877438838053804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.016799547268621873, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.02274684519888437, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005947297930262496, "alpha_spy_stated": -0.018590888135602834, "alpha_c_stated": 0.016799547268621873, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
{"unit_id": "orig:1975315923214225589", "ticker_idx": 0, "ts": "2025-10-06T21:43:10+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you know for sure you don't own enough $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author implies NBIS is underowned and should be bought more given rising mainstream attention to Avride AI.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "When the influencers on Instagram are posting about @Avrideai you know for sure you don't own enough $NBIS https://t.co/XpKI05tADG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763492888399302, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877438838053804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.016799547268621873, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.02274684519888437, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005947297930262496, "alpha_spy_stated": -0.018590888135602834, "alpha_c_stated": 0.016799547268621873, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
{"unit_id": "reply:1970521716959961200", "ticker_idx": 0, "ts": "2025-09-23T16:12:42+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "End of this year", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses NBIS hitting $200 but on an even more aggressive timeline — by end of this year.", "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": "@cryptospeed05 @babyfolio End of this year", "reply_text": null, "parent_text": "@babyfolio Not even joking when I say $NBIS could hit $200 by Q2 of next year", "quoted_text": null, "parent_author": "cryptospeed05", "ret_m1d": -0.011131767566468054, "ret_signed_m1d": -0.011131767566468054, "alpha_spy_m1d": -0.01660493897714377, "alpha_c_m1d": -0.012567506591074529, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.001435739024606475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05037105891888216, "ret_signed_p1d": 0.05037105891888216, "alpha_spy_p1d": 0.05355281594210348, "alpha_c_p1d": 0.058647412057239445, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.008276353138357284, "ret_p1w": 0.041465616556267015, "ret_signed_p1w": 0.041465616556267015, "alpha_spy_p1w": 0.03698755034892254, "alpha_c_p1w": 0.04180343750323323, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": -0.00033782094696621634, "ret_p1m": -0.08515769986359101, "ret_signed_p1m": -0.08515769986359101, "alpha_spy_p1m": -0.09207843199526344, "alpha_c_p1m": -0.06176431445754693, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.023393385406044076, "ret_p3m": -0.17012990211586176, "ret_signed_p3m": -0.17012990211586176, "alpha_spy_p3m": -0.19936803049408347, "alpha_c_p3m": -0.15416831748075943, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": -0.015961584635102333, "ret_p6m": 0.09981441746035724, "ret_signed_p6m": 0.09981441746035724, "alpha_spy_p6m": 0.09955153672173012, "alpha_c_p6m": 0.1368217399699404, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.03700732250958316, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08515769986359101, "alpha_spy_stated": -0.09207843199526344, "alpha_c_stated": -0.06176431445754693, "price_path": [-0.5121, -0.5191, -0.4867, -0.5333, -0.5365, -0.5339, -0.5339, -0.5562, -0.5631, -0.5728, -0.5693, -0.5891, -0.5181, -0.5034, -0.5055, -0.5019, -0.5103, -0.5142, -0.5268, -0.5187, -0.5161, -0.5235, -0.5107, -0.5325, -0.5242, -0.4951, -0.5176, -0.4975, -0.4882, -0.489, -0.3942, -0.362, -0.3484, -0.3012, -0.3448, -0.3649, -0.3356, -0.3271, -0.3767, -0.3741, -0.3861, -0.3601, -0.3505, -0.3462, -0.3497, -0.3317, -0.3662, -0.3662, -0.3904, -0.391, -0.3979, -0.3927, -0.4058, -0.1121, -0.1337, -0.1726, -0.1613, -0.1562, -0.1704, -0.1273, -0.1269, -0.0788, -0.0111, 0.0, 0.0504, 0.0013, -0.0009, 0.0224, 0.0415, 0.0724, 0.1676, 0.1872, 0.159, 0.0918, 0.1317, 0.2304, 0.202, 0.2566, 0.1888, 0.1673, 0.1414, 0.0523, 0.0111, -0.0327, -0.0852, -0.0152, 0.0878, 0.1635, 0.1301, 0.1605, 0.1519, 0.2135, 0.1175, 0.0254, 0.0853, 0.0152, 0.0323, 0.0199, -0.0518, -0.1247, -0.1778, -0.225, -0.2024, -0.1601, -0.1181, -0.2148, -0.2276, -0.1475, -0.1755, -0.1216, -0.1216, -0.1199, -0.071, -0.1053, -0.0824, -0.0464, -0.0905, -0.0693, -0.1057, -0.1318, -0.1254, -0.1865, -0.2473, -0.2491, -0.3001, -0.2756, -0.1701, -0.1352, -0.1648, -0.1546, -0.1546, -0.1875, -0.2019, -0.2099, -0.2235, -0.2235, -0.1656, -0.1389, -0.0701, -0.1075, -0.0974, -0.0916, -0.0044, -0.022, -0.054, -0.0363, 0.0086, 0.0086, -0.0789, -0.0828, -0.1016, -0.1234, -0.1516, -0.0921, -0.0684, -0.1196, -0.2097, -0.1822, -0.1656, -0.2357, -0.3147, -0.2013, -0.1384, -0.1485, -0.178, -0.1676, -0.0908, -0.0908, -0.0954, -0.0557, -0.0018, -0.0917, -0.0667, -0.0484, -0.0156, -0.0271, -0.1541, -0.1558, -0.1948, -0.0929, -0.1127, -0.1713, -0.1193, -0.1055, 0.0389, 0.0022, 0.0478, 0.2045, 0.0791, 0.0998]}
{"unit_id": "orig:1987977368825159911", "ticker_idx": 0, "ts": "2025-11-10T20:15:14+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "5 stocks that will benefit the most: $NBIS $NBIS $NBIS $NBIS $NBIS", "tweet_type": "analysis", "timeline": "years", "summary": "Names NBIS as the top beneficiary of JPMorgan's projected $5T–$7T investment wave over the next five 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": "JPMorgan says the next five years could require $5T to $7T in total investment. \n\n5 stocks that will benefit the most:\n\n$NBIS\n$NBIS\n$NBIS\n$NBIS\n$NBIS https://t.co/lySf65QD0l", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012096424447203713, "ret_signed_m1d": 0.012096424447203713, "alpha_spy_m1d": 0.027461039647725727, "alpha_c_m1d": 0.02242476309182817, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.010328338644624457, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07030464704039852, "ret_signed_p1d": -0.07030464704039852, "alpha_spy_p1d": -0.07259382406825243, "alpha_c_p1d": -0.07842619246981108, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.008121545429412569, "ret_p1w": -0.2180081333025613, "ret_signed_p1w": -0.2180081333025613, "alpha_spy_p1w": -0.19486584317727884, "alpha_c_p1w": -0.19947003730460988, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.01853809599795142, "ret_p1m": -0.12314682730283866, "ret_signed_p1m": -0.12314682730283866, "alpha_spy_p1m": -0.12549470580884092, "alpha_c_p1m": -0.15060098768434904, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.027454160381510384, "ret_p3m": -0.32814911508041644, "ret_signed_p3m": -0.32814911508041644, "alpha_spy_p3m": -0.3254816296033879, "alpha_c_p3m": -0.3573354368769711, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.02918632179655467, "ret_p6m": 0.6000000277558699, "ret_signed_p6m": 0.6000000277558699, "alpha_spy_p6m": 0.5318338845107167, "alpha_c_p6m": 0.5726825346925348, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.027317493063335085, "ret_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": [-0.3576, -0.3774, -0.3486, -0.3402, -0.3889, -0.3864, -0.3981, -0.3726, -0.3632, -0.359, -0.3624, -0.3448, -0.3786, -0.3786, -0.4023, -0.4029, -0.4096, -0.4045, -0.4174, -0.1294, -0.1506, -0.1888, -0.1777, -0.1727, -0.1866, -0.1443, -0.144, -0.0968, -0.0305, -0.0196, 0.0298, -0.0183, -0.0205, 0.0025, 0.0211, 0.0515, 0.1448, 0.164, 0.1363, 0.0705, 0.1096, 0.2064, 0.1785, 0.232, 0.1655, 0.1444, 0.1191, 0.0317, -0.0086, -0.0516, -0.103, -0.0345, 0.0665, 0.1408, 0.108, 0.1378, 0.1294, 0.1898, 0.0957, 0.0054, 0.0641, -0.0046, 0.0121, 0.0, -0.0703, -0.1418, -0.1939, -0.2402, -0.218, -0.1765, -0.1353, -0.2302, -0.2427, -0.1642, -0.1916, -0.1388, -0.1388, -0.1372, -0.0891, -0.1228, -0.1003, -0.065, -0.1083, -0.0875, -0.1231, -0.1488, -0.1425, -0.2025, -0.262, -0.2638, -0.3138, -0.2898, -0.1864, -0.1521, -0.1812, -0.1712, -0.1712, -0.2034, -0.2175, -0.2254, -0.2387, -0.2387, -0.1819, -0.1557, -0.0883, -0.125, -0.1151, -0.1093, -0.0238, -0.0411, -0.0725, -0.0552, -0.0111, -0.0111, -0.097, -0.1008, -0.1191, -0.1405, -0.1682, -0.1099, -0.0866, -0.1368, -0.2252, -0.1982, -0.1819, -0.2507, -0.3281, -0.2169, -0.1553, -0.1652, -0.1941, -0.1839, -0.1086, -0.1086, -0.1131, -0.0741, -0.0213, -0.1094, -0.0849, -0.067, -0.0348, -0.0461, -0.1706, -0.1723, -0.2106, -0.1107, -0.1301, -0.1875, -0.1365, -0.123, 0.0186, -0.0174, 0.0273, 0.181, 0.058, 0.0783, 0.1052, 0.0698, 0.0382, 0.0451, 0.0467, -0.0362, -0.083, -0.1609, -0.0563, -0.0728, -0.0103, -0.0103, 0.0236, 0.0678, 0.1369, 0.2399, 0.3185, 0.4057, 0.4729, 0.5168, 0.5038, 0.4292, 0.4476, 0.4238, 0.4201, 0.4286, 0.3384, 0.3184, 0.2325, 0.2841, 0.2572, 0.4051, 0.6045, 0.6]}
{"unit_id": "reply:1974589526770405487", "ticker_idx": 0, "ts": "2025-10-04T21:36:43+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "WE ARE SKIPPING $200 AND GOING STRAIGHT TO $300", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS above the parent's $200 target, calling for $300.", "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": "@MktMavPro WE ARE SKIPPING $200 AND GOING STRAIGHT TO $300", "reply_text": null, "parent_text": "Checking in on the $NBIS fam. Hope everyone is having an excellent weekend. Big news Monday and we run to $200?", "quoted_text": null, "parent_author": "MktMavPro", "ret_m1d": 0.024331686058298496, "ret_signed_m1d": 0.024331686058298496, "alpha_spy_m1d": 0.027905142637612235, "alpha_c_m1d": 0.025361676025345115, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0010299899670466184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05794785778525535, "ret_signed_p1d": -0.05794785778525535, "alpha_spy_p1d": -0.05424034389593757, "alpha_c_p1d": -0.054085395408830395, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0038624623764249577, "ret_p1w": 0.08420044875054766, "ret_signed_p1w": 0.08420044875054766, "alpha_spy_p1w": 0.09696081704803727, "alpha_c_p1w": 0.10711699868325608, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02291654993270842, "ret_p1m": -0.11525533251555797, "ret_signed_p1m": -0.11525533251555797, "alpha_spy_p1m": -0.12066032533025106, "alpha_c_p1m": -0.08349836574482628, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.0317569667707317, "ret_p3m": -0.33003841687685054, "ret_signed_p3m": -0.33003841687685054, "alpha_spy_p3m": -0.34838988215623623, "alpha_c_p3m": -0.3436947702524794, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.013656353375628871, "ret_p6m": -0.1695213693877481, "ret_signed_p6m": -0.1695213693877481, "alpha_spy_p6m": -0.14336489142789688, "alpha_c_p6m": -0.12715421087025702, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.042367158517491066, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11525533251555797, "alpha_spy_stated": -0.12066032533025106, "alpha_c_stated": -0.08349836574482628, "price_path": [-0.6314, -0.6284, -0.6454, -0.5842, -0.5716, -0.5733, -0.5703, -0.5775, -0.5808, -0.5917, -0.5848, -0.5825, -0.5888, -0.5778, -0.5966, -0.5895, -0.5644, -0.5838, -0.5664, -0.5584, -0.5591, -0.4773, -0.4495, -0.4378, -0.3971, -0.4347, -0.4521, -0.4268, -0.4194, -0.4622, -0.46, -0.4703, -0.4479, -0.4396, -0.4359, -0.4389, -0.4234, -0.4532, -0.4532, -0.474, -0.4745, -0.4805, -0.476, -0.4873, -0.2339, -0.2525, -0.2861, -0.2764, -0.272, -0.2842, -0.247, -0.2467, -0.2051, -0.1468, -0.1372, -0.0937, -0.1361, -0.138, -0.1178, -0.1014, -0.0747, 0.0074, 0.0243, 0.0, -0.0579, -0.0235, 0.0616, 0.0371, 0.0842, 0.0257, 0.0071, -0.0152, -0.092, -0.1276, -0.1654, -0.2107, -0.1503, -0.0615, 0.0039, -0.0249, 0.0013, -0.0061, 0.0471, -0.0358, -0.1153, -0.0636, -0.1241, -0.1093, -0.12, -0.1818, -0.2448, -0.2906, -0.3314, -0.3118, -0.2753, -0.2391, -0.3226, -0.3336, -0.2644, -0.2886, -0.2421, -0.2421, -0.2407, -0.1984, -0.228, -0.2083, -0.1772, -0.2153, -0.197, -0.2283, -0.2509, -0.2454, -0.2981, -0.3506, -0.3521, -0.3961, -0.375, -0.284, -0.2538, -0.2794, -0.2706, -0.2706, -0.2989, -0.3113, -0.3183, -0.33, -0.33, -0.2801, -0.257, -0.1977, -0.23, -0.2212, -0.2162, -0.1409, -0.1562, -0.1838, -0.1685, -0.1297, -0.1297, -0.2053, -0.2087, -0.2248, -0.2436, -0.268, -0.2167, -0.1962, -0.2404, -0.3182, -0.2944, -0.2801, -0.3406, -0.4088, -0.3109, -0.2566, -0.2653, -0.2908, -0.2818, -0.2155, -0.2155, -0.2195, -0.1852, -0.1387, -0.2163, -0.1947, -0.179, -0.1506, -0.1606, -0.2701, -0.2716, -0.3053, -0.2174, -0.2344, -0.285, -0.2401, -0.2282, -0.1036, -0.1353, -0.096, 0.0393, -0.0689, -0.0511, -0.0274, -0.0586, -0.0864, -0.0803, -0.0788, -0.1518, -0.1931, -0.2616, -0.1695]}
{"unit_id": "quote:1980710298366685328", "ticker_idx": 0, "ts": "2025-10-21T18:58:29+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "creates the biggest buying opportunity since Jensen wore the leather jacket", "tweet_type": "analysis", "timeline": "unspecified", "summary": "30% drop in NBIS, IREN, CRWV on flawed FT math-error article creates a major buying opportunity in neoclouds.", "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": "> be amateur FT “reporter” Bryce Elder\n> decide math is optional. It’s too hard\n> publish 2,000-word FT think piece: “GPU rents collapsing, AI winter confirmed”\n> forget DGX has 8 GPUs inside\n> call break-even $4/hr; actually $0.57\n>confidence inversely correlated with accuracy\n\n> Gavin Baker calls out the 8× error\n> says correct math is bullish for neoclouds\n> super bullish for $NBIS, $IREN $CRWV\n\n> no math Bryce doesn’t bother checking; doubles down on false claims in article. \n> no retraction issued\n> $NBIS $CRWV $IREN all drop 30%\n> creates the biggest buying opportunity since Jensen wore the leather jacket", "reply_text": null, "parent_text": null, "quoted_text": "Vaguely incredible that the @ft writes an article about how current GPU rental prices suggest that AI a bubble, but makes a math error such that all of their calculations are off by a factor of 8 by conflating per server and per GPU economics.\n\nDoing the math correctly was https://t.co/bkrkszYp14", "parent_author": null, "ret_m1d": 0.045262766359374096, "ret_signed_m1d": 0.045262766359374096, "alpha_spy_m1d": 0.045247823257297926, "alpha_c_m1d": 0.04877760927477581, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": -0.003514842915401717, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05427690927283124, "ret_signed_p1d": -0.05427690927283124, "alpha_spy_p1d": -0.049077993206952164, "alpha_c_p1d": -0.045618429211074285, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.008658480061756957, "ret_p1w": 0.16829692421555809, "ret_signed_p1w": 0.16829692421555809, "alpha_spy_p1w": 0.14480480926881656, "alpha_c_p1w": 0.16889703061515526, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": -0.0006001063995971778, "ret_p1m": -0.08831990019452474, "ret_signed_p1m": -0.08831990019452474, "alpha_spy_p1m": -0.07541941932916696, "alpha_c_p1m": -0.04151325093906122, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.04680664925546352, "ret_p3m": 0.042673615551673816, "ret_signed_p3m": 0.042673615551673816, "alpha_spy_p3m": 0.009284491581407206, "alpha_c_p3m": 0.052164905759314095, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": -0.00949129020764028, "ret_p6m": 0.5992520735008913, "ret_signed_p6m": 0.5992520735008913, "alpha_spy_p6m": 0.5506360201905036, "alpha_c_p6m": 0.5866874571284602, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.012564616372431114, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08831990019452474, "alpha_spy_stated": -0.07541941932916696, "alpha_c_stated": -0.04151325093906122, "price_path": [-0.4998, -0.5074, -0.4942, -0.5167, -0.5082, -0.478, -0.5013, -0.4805, -0.4709, -0.4717, -0.3737, -0.3404, -0.3264, -0.2776, -0.3227, -0.3435, -0.3132, -0.3044, -0.3557, -0.353, -0.3654, -0.3385, -0.3285, -0.3241, -0.3278, -0.3092, -0.3448, -0.3448, -0.3698, -0.3704, -0.3775, -0.3722, -0.3857, -0.0821, -0.1044, -0.1447, -0.133, -0.1277, -0.1424, -0.0978, -0.0974, -0.0477, 0.0222, 0.0338, 0.0858, 0.0351, 0.0328, 0.057, 0.0766, 0.1086, 0.207, 0.2273, 0.1981, 0.1287, 0.1699, 0.272, 0.2426, 0.299, 0.2289, 0.2067, 0.1799, 0.0878, 0.0453, 0.0, -0.0543, 0.018, 0.1245, 0.2028, 0.1683, 0.1997, 0.1908, 0.2545, 0.1553, 0.06, 0.122, 0.0495, 0.0671, 0.0544, -0.0198, -0.0951, -0.1501, -0.1989, -0.1755, -0.1318, -0.0883, -0.1883, -0.2016, -0.1187, -0.1477, -0.092, -0.092, -0.0902, -0.0396, -0.0751, -0.0514, -0.0142, -0.0598, -0.0379, -0.0755, -0.1025, -0.0959, -0.1591, -0.2219, -0.2237, -0.2765, -0.2512, -0.1421, -0.106, -0.1367, -0.1261, -0.1261, -0.16, -0.1749, -0.1833, -0.1973, -0.1973, -0.1374, -0.1098, -0.0387, -0.0774, -0.0669, -0.0609, 0.0292, 0.011, -0.0221, -0.0038, 0.0427, 0.0427, -0.0479, -0.0519, -0.0713, -0.0938, -0.1229, -0.0615, -0.0369, -0.0899, -0.1831, -0.1546, -0.1374, -0.2099, -0.2916, -0.1743, -0.1093, -0.1198, -0.1503, -0.1395, -0.0601, -0.0601, -0.0648, -0.0238, 0.0319, -0.061, -0.0352, -0.0163, 0.0176, 0.0058, -0.1255, -0.1273, -0.1676, -0.0623, -0.0828, -0.1434, -0.0896, -0.0753, 0.074, 0.0361, 0.0831, 0.2452, 0.1156, 0.1369, 0.1653, 0.1279, 0.0946, 0.1019, 0.1037, 0.0162, -0.0332, -0.1153, -0.005, -0.0223, 0.0435, 0.0435, 0.0792, 0.1258, 0.1987, 0.3073, 0.3902, 0.4822, 0.5529, 0.5993]}
{"unit_id": "quote:1980710298366685328", "ticker_idx": 1, "ts": "2025-10-21T18:58:29+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "creates the biggest buying opportunity since Jensen wore the leather jacket", "tweet_type": "analysis", "timeline": "unspecified", "summary": "30% drop in NBIS, IREN, CRWV on flawed FT math-error article creates a major buying opportunity in neoclouds.", "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": "> be amateur FT “reporter” Bryce Elder\n> decide math is optional. It’s too hard\n> publish 2,000-word FT think piece: “GPU rents collapsing, AI winter confirmed”\n> forget DGX has 8 GPUs inside\n> call break-even $4/hr; actually $0.57\n>confidence inversely correlated with accuracy\n\n> Gavin Baker calls out the 8× error\n> says correct math is bullish for neoclouds\n> super bullish for $NBIS, $IREN $CRWV\n\n> no math Bryce doesn’t bother checking; doubles down on false claims in article. \n> no retraction issued\n> $NBIS $CRWV $IREN all drop 30%\n> creates the biggest buying opportunity since Jensen wore the leather jacket", "reply_text": null, "parent_text": null, "quoted_text": "Vaguely incredible that the @ft writes an article about how current GPU rental prices suggest that AI a bubble, but makes a math error such that all of their calculations are off by a factor of 8 by conflating per server and per GPU economics.\n\nDoing the math correctly was https://t.co/bkrkszYp14", "parent_author": null, "ret_m1d": 0.07292330008394488, "ret_signed_m1d": 0.07292330008394488, "alpha_spy_m1d": 0.0729083569818687, "alpha_c_m1d": 0.07178544755487559, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": 0.0011378525290692831, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06096562881374701, "ret_signed_p1d": -0.06096562881374701, "alpha_spy_p1d": -0.05576671274786793, "alpha_c_p1d": -0.055276292942805116, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.005689335870941892, "ret_p1w": 0.1308995110801423, "ret_signed_p1w": 0.1308995110801423, "alpha_spy_p1w": 0.10740739613340078, "alpha_c_p1w": 0.12596871915338137, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": 0.004930791926760936, "ret_p1m": -0.16967112810126006, "ret_signed_p1m": -0.16967112810126006, "alpha_spy_p1m": -0.15677064723590228, "alpha_c_p1m": -0.14748267426922923, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.02218845383203083, "ret_p3m": 0.04755865593828701, "ret_signed_p3m": 0.04755865593828701, "alpha_spy_p3m": 0.014169531968020399, "alpha_c_p3m": 0.011520971996506368, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": 0.03603768394178064, "ret_p6m": -0.11549959299298262, "ret_signed_p6m": -0.11549959299298262, "alpha_spy_p6m": -0.16411564630337028, "alpha_c_p6m": -0.11344085537442394, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": -0.0020587376185586814, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16967112810126006, "alpha_spy_stated": -0.15677064723590228, "alpha_c_stated": -0.14748267426922923, "price_path": [-0.6713, -0.679, -0.6996, -0.7139, -0.7076, -0.7081, -0.721, -0.7014, -0.702, -0.6681, -0.6636, -0.6657, -0.6744, -0.677, -0.6788, -0.6543, -0.6433, -0.6249, -0.6607, -0.642, -0.6451, -0.6117, -0.5811, -0.5835, -0.595, -0.5826, -0.5202, -0.5202, -0.4726, -0.4889, -0.5266, -0.5262, -0.5255, -0.453, -0.3907, -0.4048, -0.3847, -0.3271, -0.3396, -0.3133, -0.342, -0.2999, -0.2409, -0.2432, -0.1459, -0.1613, -0.2416, -0.1679, -0.1497, -0.147, -0.1481, -0.0858, 0.0463, 0.1175, 0.0887, 0.1568, 0.0829, 0.1621, 0.2603, 0.2316, 0.1202, 0.1001, 0.0729, 0.0, -0.061, 0.012, 0.1396, 0.1775, 0.1309, 0.0947, 0.0548, 0.1006, 0.2275, 0.2072, 0.3844, 0.2132, 0.1302, 0.0901, 0.0396, 0.0091, -0.1186, -0.1599, -0.141, -0.115, -0.1697, -0.2124, -0.2344, -0.1215, -0.14, -0.1222, -0.1222, -0.1338, -0.1215, -0.255, -0.2036, -0.1584, -0.19, -0.1604, -0.1514, -0.2043, -0.2039, -0.2729, -0.3572, -0.3371, -0.388, -0.3514, -0.2767, -0.2383, -0.2378, -0.2394, -0.2394, -0.2699, -0.286, -0.3061, -0.3157, -0.3157, -0.2264, -0.126, -0.1682, -0.2096, -0.1724, -0.166, -0.0881, -0.0399, -0.0419, -0.0599, 0.0476, 0.0476, -0.0169, -0.0311, -0.0532, 0.0269, -0.0514, 0.0869, 0.1403, 0.0842, -0.0264, -0.0383, -0.0146, -0.1858, -0.2791, -0.2421, -0.1639, -0.2222, -0.2269, -0.2748, -0.2351, -0.2351, -0.2577, -0.2376, -0.2157, -0.2757, -0.2325, -0.1766, -0.2023, -0.1985, -0.2581, -0.2501, -0.2961, -0.2057, -0.273, -0.3351, -0.2963, -0.3094, -0.2394, -0.2505, -0.2467, -0.1858, -0.2217, -0.2353, -0.2452, -0.2519, -0.2362, -0.255, -0.2494, -0.3215, -0.3643, -0.4271, -0.3789, -0.3824, -0.3701, -0.3701, -0.3635, -0.3525, -0.3327, -0.3286, -0.2876, -0.2197, -0.1418, -0.1155]}
{"unit_id": "quote:1980710298366685328", "ticker_idx": 2, "ts": "2025-10-21T18:58:29+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "creates the biggest buying opportunity since Jensen wore the leather jacket", "tweet_type": "analysis", "timeline": "unspecified", "summary": "30% drop in NBIS, IREN, CRWV on flawed FT math-error article creates a major buying opportunity in neoclouds.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "> be amateur FT “reporter” Bryce Elder\n> decide math is optional. It’s too hard\n> publish 2,000-word FT think piece: “GPU rents collapsing, AI winter confirmed”\n> forget DGX has 8 GPUs inside\n> call break-even $4/hr; actually $0.57\n>confidence inversely correlated with accuracy\n\n> Gavin Baker calls out the 8× error\n> says correct math is bullish for neoclouds\n> super bullish for $NBIS, $IREN $CRWV\n\n> no math Bryce doesn’t bother checking; doubles down on false claims in article. \n> no retraction issued\n> $NBIS $CRWV $IREN all drop 30%\n> creates the biggest buying opportunity since Jensen wore the leather jacket", "reply_text": null, "parent_text": null, "quoted_text": "Vaguely incredible that the @ft writes an article about how current GPU rental prices suggest that AI a bubble, but makes a math error such that all of their calculations are off by a factor of 8 by conflating per server and per GPU economics.\n\nDoing the math correctly was https://t.co/bkrkszYp14", "parent_author": null, "ret_m1d": 0.015992323996831592, "ret_signed_m1d": 0.015992323996831592, "alpha_spy_m1d": 0.015977380894755422, "alpha_c_m1d": 0.015977380894755422, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": 1.4943102076170334e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028226442093467807, "ret_signed_p1d": -0.028226442093467807, "alpha_spy_p1d": -0.02302752602758873, "alpha_c_p1d": -0.02302752602758873, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.005198916065879078, "ret_p1w": 0.07788266178879955, "ret_signed_p1w": 0.07788266178879955, "alpha_spy_p1w": 0.05439054684205802, "alpha_c_p1w": 0.05439054684205802, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": 0.023492114946741527, "ret_p1m": -0.40092755772009825, "ret_signed_p1m": -0.40092755772009825, "alpha_spy_p1m": -0.38802707685474047, "alpha_c_p1m": -0.38802707685474047, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.012900480865357777, "ret_p3m": -0.19054849405778373, "ret_signed_p3m": -0.19054849405778373, "alpha_spy_p3m": -0.22393761802805034, "alpha_c_p3m": -0.22393761802805034, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": 0.03338912397026661, "ret_p6m": -0.05093551288614884, "ret_signed_p6m": -0.05093551288614884, "alpha_spy_p6m": -0.09955156619653649, "alpha_c_p6m": -0.09955156619653649, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.04861605331038765, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.40092755772009825, "alpha_spy_stated": -0.38802707685474047, "alpha_c_stated": -0.38802707685474047, "price_path": [-0.0405, -0.0755, -0.1182, -0.1305, -0.1773, -0.0874, -0.1673, -0.1523, -0.1057, -0.1185, -0.0318, 0.0359, 0.1177, 0.1894, -0.0584, -0.2043, -0.2006, -0.226, -0.2572, -0.2682, -0.274, -0.2484, -0.2613, -0.2692, -0.2249, -0.1781, -0.1761, -0.1761, -0.2536, -0.2813, -0.3005, -0.2876, -0.252, -0.1986, -0.0633, -0.0989, -0.1047, -0.0367, -0.0505, -0.0336, -0.0293, -0.0016, 0.0653, 0.0466, 0.0667, 0.0128, -0.0377, -0.0203, 0.0943, 0.0959, 0.1035, 0.0778, 0.0703, 0.0301, 0.1193, 0.1441, 0.1069, 0.1324, 0.072, 0.1134, 0.1334, 0.0944, 0.016, 0.0, -0.0282, -0.0138, 0.0599, 0.088, 0.0779, 0.1189, 0.048, 0.0692, 0.0101, -0.0744, -0.0851, -0.145, -0.1683, -0.1555, -0.2932, -0.3169, -0.3736, -0.3814, -0.3976, -0.4011, -0.4009, -0.4466, -0.4271, -0.4115, -0.43, -0.406, -0.406, -0.4153, -0.3838, -0.3921, -0.3654, -0.3143, -0.2939, -0.3104, -0.2751, -0.2951, -0.3013, -0.3716, -0.4215, -0.4443, -0.4838, -0.4588, -0.3363, -0.3217, -0.3582, -0.3693, -0.3693, -0.3889, -0.4009, -0.4091, -0.4274, -0.4274, -0.3657, -0.3854, -0.3768, -0.3829, -0.3836, -0.3592, -0.2809, -0.3005, -0.2819, -0.2403, -0.1905, -0.1905, -0.2386, -0.248, -0.266, -0.2565, -0.2139, -0.1295, -0.1522, -0.2041, -0.2548, -0.2888, -0.2799, -0.3406, -0.4031, -0.2807, -0.2261, -0.2395, -0.2392, -0.2348, -0.232, -0.232, -0.2723, -0.2368, -0.2233, -0.2863, -0.2736, -0.206, -0.2163, -0.2193, -0.3638, -0.3759, -0.41, -0.3643, -0.4017, -0.4164, -0.405, -0.4009, -0.3446, -0.3614, -0.3514, -0.3134, -0.3434, -0.3378, -0.355, -0.3486, -0.3446, -0.3362, -0.2997, -0.3567, -0.4018, -0.4471, -0.3805, -0.3728, -0.3424, -0.3424, -0.3528, -0.3184, -0.2891, -0.2644, -0.1844, -0.1183, -0.0628, -0.0509]}
{"unit_id": "quote:1970496424648548834", "ticker_idx": 0, "ts": "2025-09-23T14:32:12+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "VISIONARY FOUNDER. VISIONARY COMPANY - $RBRK", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses Rubrik as a visionary company; bullish quality verdict on RBRK.", "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": "quote", "lang": "en", "tweet_text": "VISIONARY FOUNDER. VISIONARY COMPANY - $RBRK", "reply_text": null, "parent_text": null, "quoted_text": "RUBRIK’S FOUNTAIN OF TALENT\n\nI would not hire myself for my job.\n\nI would hire someone even better.\n\nThat’s been my philosophy for Rubrik from the beginning: keep bringing on better and better people to the team.\n\nBy increasing our talent density, Rubrik has become a launching", "parent_author": null, "ret_m1d": -0.011907699872390709, "ret_signed_m1d": -0.011907699872390709, "alpha_spy_m1d": -0.017380871283066424, "alpha_c_m1d": -0.017380871283066424, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.0054731714106757146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028725710338691313, "ret_signed_p1d": -0.028725710338691313, "alpha_spy_p1d": -0.02554395331546999, "alpha_c_p1d": -0.02554395331546999, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.003181757023221321, "ret_p1w": 0.009698022641862813, "ret_signed_p1w": 0.009698022641862813, "alpha_spy_p1w": 0.005219956434518336, "alpha_c_p1w": 0.005219956434518336, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.004478066207344478, "ret_p1m": -0.0565922006158025, "ret_signed_p1m": -0.0565922006158025, "alpha_spy_p1m": -0.06351293274747494, "alpha_c_p1m": -0.06351293274747494, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": 0.006920732131672436, "ret_p3m": -0.040265146282356, "ret_signed_p3m": -0.040265146282356, "alpha_spy_p3m": -0.06950327466057771, "alpha_c_p3m": -0.06950327466057771, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.029238128378221706, "ret_p6m": -0.36054504372665863, "ret_signed_p6m": -0.36054504372665863, "alpha_spy_p6m": -0.36080792446528576, "alpha_c_p6m": -0.36080792446528576, "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": -0.0565922006158025, "alpha_spy_stated": -0.06351293274747494, "alpha_c_stated": -0.06351293274747494, "price_path": [0.1306, 0.0727, 0.0998, 0.0457, 0.0506, 0.0935, 0.0935, 0.103, 0.0664, 0.1244, 0.0575, 0.0378, 0.0538, 0.0722, 0.074, 0.0671, 0.0816, 0.0622, 0.0284, 0.0415, 0.0522, 0.0435, 0.0694, 0.0953, 0.1714, 0.1656, 0.076, 0.1358, 0.0746, 0.1266, 0.1016, 0.073, 0.0521, 0.0846, 0.0813, 0.0367, 0.0536, 0.0523, 0.0308, 0.0447, 0.0464, 0.0897, 0.0782, 0.0455, 0.0745, 0.142, 0.0975, 0.0975, 0.0791, 0.0768, 0.0625, 0.1163, 0.1737, 0.2092, -0.0091, -0.0438, -0.0854, -0.0719, -0.0793, -0.0929, -0.0422, -0.0151, -0.0119, 0.0, -0.0287, 0.0065, 0.0085, 0.0231, 0.0097, 0.0119, 0.0304, 0.0167, 0.0092, -0.0241, 0.0342, 0.057, 0.0108, 0.0212, -0.0404, -0.0295, -0.0346, -0.0521, -0.0325, -0.0194, -0.0566, -0.0565, -0.0549, -0.0451, -0.0656, -0.1171, -0.1278, -0.076, -0.0695, -0.1088, -0.1118, -0.1219, -0.1035, -0.0662, -0.0716, -0.0922, -0.1344, -0.1217, -0.1445, -0.1554, -0.1397, -0.169, -0.1825, -0.1727, -0.1543, -0.1631, -0.1631, -0.149, -0.1579, -0.148, -0.1234, -0.1354, 0.059, 0.0938, 0.1209, 0.1037, 0.069, 0.0009, -0.0193, -0.0436, -0.1015, -0.0681, -0.0403, -0.0215, -0.0333, -0.0327, -0.0327, -0.0344, -0.0424, -0.0441, -0.0611, -0.0611, -0.0735, -0.0977, -0.078, -0.0563, -0.1202, -0.1338, -0.1239, -0.1306, -0.1635, -0.1523, -0.1763, -0.1763, -0.2035, -0.21, -0.2008, -0.1938, -0.1613, -0.2357, -0.2243, -0.2884, -0.3132, -0.3316, -0.3598, -0.3632, -0.4066, -0.3731, -0.3364, -0.3146, -0.3233, -0.347, -0.3303, -0.3303, -0.3432, -0.3323, -0.3351, -0.3837, -0.4198, -0.3734, -0.3597, -0.333, -0.3621, -0.3409, -0.3387, -0.3264, -0.314, -0.2982, -0.2982, -0.3132, -0.2939, -0.3369, -0.3441, -0.3657, -0.3609, -0.3605]}
{"unit_id": "orig:1983543542321491975", "ticker_idx": 0, "ts": "2025-10-29T14:36:47+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 stands to benefit the most. Fluence provides the software and storage that make renewable grids stable. Every new solar gigawatt amplifies demand for its technology.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC as the primary structural beneficiary of Europe's solar boom driving demand for grid storage and software.", "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": "BREAKING: EUROPE’S SOLAR BOOM IS PUSHING POWER GRIDS TO THE LIMIT. SOURCE: BLOOMBERG\n\n$FLNC stands to benefit the most.\n\nAs Europe floods its grids with record solar output, the stress is shifting from generation to control. Power fluctuations, negative prices, and curtailments are forcing operators to rewire the system in real time.\n\nFluence provides the software and storage that make renewable grids stable. Every new solar gigawatt amplifies demand for its technology. The greater the volatility, the stronger the tailwind.\n\nThis isn’t a short-term energy story it’s the start of a structural buildout in grid intelligence.\n\n$FLNC benefits every time the sun breaks another record.\n\nhttps://t.co/QLXoSmAzgP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1074950804420497, "ret_signed_m1d": -0.1074950804420497, "alpha_spy_m1d": -0.107014940448519, "alpha_c_m1d": -0.107014940448519, "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": 0.009368768258183557, "ret_signed_p1d": 0.009368768258183557, "alpha_spy_p1d": 0.020366955400691666, "alpha_c_p1d": 0.020366955400691666, "bench_spy_p1d": -0.010998187142508109, "bench_c_p1d": -0.010998187142508109, "ret_p1w": 0.02169618401436879, "ret_signed_p1w": 0.02169618401436879, "alpha_spy_p1w": 0.03596752390039393, "alpha_c_p1w": 0.03596752390039393, "bench_spy_p1w": -0.014271339886025136, "bench_c_p1w": -0.014271339886025136, "ret_p1m": -0.06360951044626029, "ret_signed_p1m": -0.06360951044626029, "alpha_spy_p1m": -0.052393142963600314, "alpha_c_p1m": -0.052393142963600314, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.011216367482659972, "ret_p3m": 0.33727810261328384, "ret_signed_p3m": 0.33727810261328384, "alpha_spy_p3m": 0.326531758432141, "alpha_c_p3m": 0.326531758432141, "bench_spy_p3m": 0.010746344181142842, "bench_c_p3m": 0.010746344181142842, "ret_p6m": -0.33333333333333337, "ret_signed_p6m": -0.33333333333333337, "alpha_spy_p6m": -0.369839371700306, "alpha_c_p6m": -0.369839371700306, "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": -0.06360951044626029, "alpha_spy_stated": -0.052393142963600314, "alpha_c_stated": -0.052393142963600314, "price_path": [-0.6164, -0.5819, -0.5784, -0.5833, -0.5528, -0.5468, -0.5493, -0.6366, -0.6277, -0.627, -0.608, -0.6026, -0.6144, -0.6312, -0.6627, -0.6282, -0.6317, -0.6262, -0.641, -0.6179, -0.6351, -0.6351, -0.6583, -0.6672, -0.6672, -0.6277, -0.6445, -0.6657, -0.6667, -0.6578, -0.6548, -0.6356, -0.6302, -0.6331, -0.6095, -0.5385, -0.4773, -0.4965, -0.4487, -0.4216, -0.4127, -0.4379, -0.4675, -0.3368, -0.3565, -0.32, -0.2475, -0.318, -0.2623, -0.2653, -0.3545, -0.2165, -0.0902, 0.0572, -0.0345, -0.0964, -0.0902, -0.1982, -0.2495, -0.2096, -0.0375, -0.0759, -0.1075, 0.0, 0.0094, 0.0355, 0.0261, -0.0542, 0.0217, -0.0227, 0.0251, 0.0745, 0.0222, -0.0528, -0.1987, -0.1169, -0.1504, -0.1607, -0.1711, -0.2352, -0.2406, -0.2209, -0.1731, -0.0636, -0.0636, -0.0316, -0.0439, -0.0158, -0.0212, 0.1509, 0.1815, 0.1272, 0.1805, 0.1741, 0.2717, 0.0942, 0.0611, 0.0508, -0.0843, -0.0478, -0.0158, 0.0084, -0.0301, -0.0222, -0.0222, -0.0035, -0.0153, -0.0207, -0.0247, -0.0247, 0.1346, 0.0971, 0.0764, 0.0138, 0.0444, 0.144, 0.1479, 0.1746, 0.1169, 0.2574, 0.3353, 0.3353, 0.2579, 0.2988, 0.3447, 0.3284, 0.3373, 0.4024, 0.5281, 0.5567, 0.5173, 0.5232, 0.5893, 0.4295, -0.0656, -0.0414, -0.0434, -0.0636, -0.1361, -0.14, -0.0897, -0.0897, -0.1233, -0.1405, -0.1834, -0.1839, -0.2076, -0.1869, -0.1948, -0.2012, -0.2337, -0.2544, -0.2643, -0.2209, -0.2229, -0.2712, -0.2258, -0.1677, -0.1563, -0.1903, -0.1923, -0.1726, -0.1864, -0.2115, -0.2096, -0.2539, -0.2426, -0.2036, -0.1938, -0.2623, -0.3023, -0.359, -0.3215, -0.358, -0.3442, -0.3442, -0.3491, -0.3466, -0.3531, -0.3314, -0.3205, -0.3269, -0.2702, -0.25, -0.2613, -0.3326, -0.3772, -0.3703, -0.3343, -0.3333]}
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{"unit_id": "orig:1978807592336920604", "ticker_idx": 0, "ts": "2025-10-16T12:57:49+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 backbone of grid-scale battery storage, keeping AI servers running 24/7.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on FLNC, BE, EOSE, SEI, IREN, ORA, and TE as beneficiaries of AI companies building their own power infrastructure.", "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 WSJ REPORTS AI COMPANIES ARE RUNNING OUT OF ELECTRICITY AND ARE NOW BUILDING THEIR OWN POWER PLANTS. THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG:\n\n$FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7.\n\n$BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere.\n\n$EOSE America’s zinc battery champion. 100% made in the USA, 100% energy independence.\n\n$SEI Quiet giant building and operating the energy infrastructure behind data centers.\n\n$IREN Not directly power-related, but transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.\n\n$ORA Geothermal leader producing true baseload power — clean, constant, and scalable.\n\n$TE U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.\n\nAI DOESN’T JUST NEED DATA. IT NEEDS POWER. THESE ARE THE COMPANIES LIGHTING UP THE FUTURE.\n\ncc: @NighthawkTradez @JoshTradeOption @the_stockbull \n\nhttps://t.co/AlCMBThik6", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09499492429004608, "ret_signed_m1d": 0.09499492429004608, "alpha_spy_m1d": 0.08813809378933479, "alpha_c_m1d": 0.08813809378933479, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.006856830500711286, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0640959737311918, "ret_signed_p1d": -0.0640959737311918, "alpha_spy_p1d": -0.06977217889544496, "alpha_c_p1d": -0.06977217889544496, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": 0.005676205164253156, "ret_p1w": -0.18130741832958142, "ret_signed_p1w": -0.18130741832958142, "alpha_spy_p1w": -0.19813948029070694, "alpha_c_p1w": -0.19813948029070694, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.016832061961125522, "ret_p1m": -0.08529111760986419, "ret_signed_p1m": -0.08529111760986419, "alpha_spy_p1m": -0.10238056222876402, "alpha_c_p1m": -0.10238056222876402, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": 0.01708944461889983, "ret_p3m": 0.21654748660058365, "ret_signed_p3m": 0.21654748660058365, "alpha_spy_p3m": 0.16329619775436321, "alpha_c_p3m": 0.16329619775436321, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.053251288846220435, "ret_p6m": -0.29622064419482663, "ret_signed_p6m": -0.29622064419482663, "alpha_spy_p6m": -0.3305642285245357, "alpha_c_p6m": -0.3305642285245357, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.034343584329709076, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08529111760986419, "alpha_spy_stated": -0.10238056222876402, "alpha_c_stated": -0.10238056222876402, "price_path": [-0.5133, -0.4785, -0.5179, -0.522, -0.5209, -0.5485, -0.5684, -0.5812, -0.5853, -0.6027, -0.5669, -0.5633, -0.5684, -0.5368, -0.5306, -0.5332, -0.6236, -0.6144, -0.6136, -0.594, -0.5884, -0.6006, -0.618, -0.6507, -0.6149, -0.6185, -0.6129, -0.6282, -0.6042, -0.6221, -0.6221, -0.6461, -0.6553, -0.6553, -0.6144, -0.6318, -0.6537, -0.6547, -0.6456, -0.6425, -0.6226, -0.617, -0.62, -0.5955, -0.522, -0.4586, -0.4785, -0.429, -0.4009, -0.3917, -0.4178, -0.4484, -0.3131, -0.3335, -0.2957, -0.2206, -0.2937, -0.236, -0.239, -0.3315, -0.1885, -0.0577, 0.095, 0.0, -0.0641, -0.0577, -0.1696, -0.2227, -0.1813, -0.0031, -0.0429, -0.0756, 0.0358, 0.0455, 0.0725, 0.0628, -0.0204, 0.0582, 0.0123, 0.0618, 0.1129, 0.0587, -0.0189, -0.1701, -0.0853, -0.12, -0.1307, -0.1415, -0.2079, -0.2135, -0.1931, -0.1435, -0.0301, -0.0301, 0.0031, -0.0097, 0.0194, 0.0138, 0.192, 0.2237, 0.1675, 0.2227, 0.216, 0.3172, 0.1333, 0.0991, 0.0884, -0.0516, -0.0138, 0.0194, 0.0444, 0.0046, 0.0128, 0.0128, 0.0322, 0.0199, 0.0143, 0.0102, 0.0102, 0.1752, 0.1364, 0.1149, 0.0501, 0.0817, 0.1849, 0.189, 0.2165, 0.1568, 0.3023, 0.383, 0.383, 0.3029, 0.3453, 0.3927, 0.3759, 0.3851, 0.4525, 0.5827, 0.6124, 0.5715, 0.5776, 0.6461, 0.4806, -0.0322, -0.0072, -0.0092, -0.0301, -0.1052, -0.1093, -0.0572, -0.0572, -0.0919, -0.1098, -0.1542, -0.1547, -0.1793, -0.1578, -0.166, -0.1726, -0.2063, -0.2278, -0.238, -0.1931, -0.1951, -0.2451, -0.1982, -0.1379, -0.1261, -0.1614, -0.1634, -0.143, -0.1573, -0.1834, -0.1813, -0.2273, -0.2155, -0.1752, -0.165, -0.236, -0.2773, -0.3361, -0.2972, -0.335, -0.3207, -0.3207, -0.3258, -0.3233, -0.3299, -0.3075, -0.2962]}
{"unit_id": "orig:1978807592336920604", "ticker_idx": 1, "ts": "2025-10-16T12:57:49+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fuel cell powerhouse turning clean hydrogen into electricity anywhere.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on FLNC, BE, EOSE, SEI, IREN, ORA, and TE as beneficiaries of AI companies building their own power infrastructure.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "THE WSJ REPORTS AI COMPANIES ARE RUNNING OUT OF ELECTRICITY AND ARE NOW BUILDING THEIR OWN POWER PLANTS. THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG:\n\n$FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7.\n\n$BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere.\n\n$EOSE America’s zinc battery champion. 100% made in the USA, 100% energy independence.\n\n$SEI Quiet giant building and operating the energy infrastructure behind data centers.\n\n$IREN Not directly power-related, but transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.\n\n$ORA Geothermal leader producing true baseload power — clean, constant, and scalable.\n\n$TE U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.\n\nAI DOESN’T JUST NEED DATA. IT NEEDS POWER. THESE ARE THE COMPANIES LIGHTING UP THE FUTURE.\n\ncc: @NighthawkTradez @JoshTradeOption @the_stockbull \n\nhttps://t.co/AlCMBThik6", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01294643792315009, "ret_signed_m1d": 0.01294643792315009, "alpha_spy_m1d": 0.006089607422438803, "alpha_c_m1d": 0.0063500762679009615, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.006596361655249128, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.031192948580438085, "ret_signed_p1d": -0.031192948580438085, "alpha_spy_p1d": -0.03686915374469124, "alpha_c_p1d": -0.03205046544268586, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": 0.0008575168622477758, "ret_p1w": -0.11877659747952218, "ret_signed_p1w": -0.11877659747952218, "alpha_spy_p1w": -0.1356086594406477, "alpha_c_p1w": -0.13975286509625995, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.020976267616737765, "ret_p1m": -0.02780430141684409, "ret_signed_p1m": -0.02780430141684409, "alpha_spy_p1m": -0.04489374603574392, "alpha_c_p1m": -0.030508840154300332, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": 0.0027045387374562413, "ret_p3m": 0.2144409481264795, "ret_signed_p3m": 0.2144409481264795, "alpha_spy_p3m": 0.16118965928025908, "alpha_c_p3m": 0.1288754667235592, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.08556548140292031, "ret_p6m": 0.4484316817495648, "ret_signed_p6m": 0.4484316817495648, "alpha_spy_p6m": 0.41408809741985575, "alpha_c_p6m": 0.30996819236257966, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.13846348938698516, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02780430141684409, "alpha_spy_stated": -0.04489374603574392, "alpha_c_stated": -0.030508840154300332, "price_path": [-0.7797, -0.7747, -0.7664, -0.7127, -0.7016, -0.6978, -0.6981, -0.6731, -0.6751, -0.6809, -0.6863, -0.6732, -0.6624, -0.6803, -0.6803, -0.6729, -0.6416, -0.617, -0.608, -0.6066, -0.596, -0.6255, -0.6133, -0.6105, -0.5782, -0.5712, -0.5661, -0.5582, -0.5239, -0.54, -0.54, -0.5538, -0.5443, -0.5229, -0.5041, -0.5357, -0.5221, -0.4529, -0.4153, -0.4156, -0.4177, -0.3632, -0.3078, -0.2965, -0.2621, -0.2504, -0.3277, -0.3989, -0.4032, -0.389, -0.3605, -0.2652, -0.2164, -0.2354, -0.2155, -0.2443, -0.2522, -0.239, -0.2471, -0.2452, -0.045, -0.0089, 0.0129, 0.0, -0.0312, -0.0524, -0.0931, -0.18, -0.1188, -0.0409, -0.057, -0.0157, 0.1618, 0.1109, 0.1483, 0.237, 0.1213, 0.2287, 0.1892, 0.1748, 0.2097, 0.1041, 0.1011, -0.1003, -0.0278, -0.0693, -0.0879, -0.0535, -0.1886, -0.2181, -0.1697, -0.1807, -0.1212, -0.1212, -0.0508, -0.1404, -0.0877, -0.1094, 0.0261, 0.0355, -0.0287, -0.0491, -0.1199, -0.053, -0.1747, -0.2217, -0.2388, -0.3312, -0.3031, -0.2283, -0.1984, -0.2056, -0.2017, -0.2017, -0.2164, -0.2318, -0.2418, -0.245, -0.245, -0.1425, -0.0975, -0.1046, -0.0616, 0.0586, 0.1649, 0.1892, 0.2144, 0.1596, 0.2092, 0.299, 0.299, 0.3185, 0.3082, 0.2654, 0.2589, 0.2131, 0.3234, 0.437, 0.3599, 0.3152, 0.3566, 0.4675, 0.2803, 0.1869, 0.2428, 0.3482, 0.292, 0.3515, 0.208, 0.2142, 0.2142, 0.2627, 0.3665, 0.3815, 0.282, 0.3926, 0.4441, 0.5186, 0.4647, 0.3526, 0.4423, 0.3296, 0.4317, 0.3901, 0.1746, 0.3148, 0.3381, 0.3834, 0.3656, 0.3425, 0.3353, 0.3907, 0.3605, 0.4483, 0.3044, 0.228, 0.2675, 0.3052, 0.1601, 0.1577, 0.0384, 0.1773, 0.1508, 0.1785, 0.1785, 0.173, 0.1809, 0.2753, 0.3913, 0.4484]}
{"unit_id": "orig:1978807592336920604", "ticker_idx": 2, "ts": "2025-10-16T12:57:49+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "America's zinc battery champion. 100% made in the USA, 100% energy independence.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on FLNC, BE, EOSE, SEI, IREN, ORA, and TE as beneficiaries of AI companies building their own power infrastructure.", "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": "THE WSJ REPORTS AI COMPANIES ARE RUNNING OUT OF ELECTRICITY AND ARE NOW BUILDING THEIR OWN POWER PLANTS. THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG:\n\n$FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7.\n\n$BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere.\n\n$EOSE America’s zinc battery champion. 100% made in the USA, 100% energy independence.\n\n$SEI Quiet giant building and operating the energy infrastructure behind data centers.\n\n$IREN Not directly power-related, but transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.\n\n$ORA Geothermal leader producing true baseload power — clean, constant, and scalable.\n\n$TE U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.\n\nAI DOESN’T JUST NEED DATA. IT NEEDS POWER. THESE ARE THE COMPANIES LIGHTING UP THE FUTURE.\n\ncc: @NighthawkTradez @JoshTradeOption @the_stockbull \n\nhttps://t.co/AlCMBThik6", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.18317158008528, "ret_signed_m1d": 0.18317158008528, "alpha_spy_m1d": 0.17631474958456872, "alpha_c_m1d": 0.17657521843003088, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.006596361655249128, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026537207279849873, "ret_signed_p1d": -0.026537207279849873, "alpha_spy_p1d": -0.03221341244410303, "alpha_c_p1d": -0.02739472414209765, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": 0.0008575168622477758, "ret_p1w": -0.07055017255949958, "ret_signed_p1w": -0.07055017255949958, "alpha_spy_p1w": -0.0873822345206251, "alpha_c_p1w": -0.09152644017623734, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.020976267616737765, "ret_p1m": -0.10679609313268679, "ret_signed_p1m": -0.10679609313268679, "alpha_spy_p1m": -0.12388553775158662, "alpha_c_p1m": -0.10950063187014303, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": 0.0027045387374562413, "ret_p3m": 0.08867313284609324, "ret_signed_p3m": 0.08867313284609324, "alpha_spy_p3m": 0.035421843999872804, "alpha_c_p3m": 0.003107651443172932, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.08556548140292031, "ret_p6m": -0.6362459576090835, "ret_signed_p6m": -0.6362459576090835, "alpha_spy_p6m": -0.6705895419387926, "alpha_c_p6m": -0.7747094469960687, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.13846348938698516, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10679609313268679, "alpha_spy_stated": -0.12388553775158662, "alpha_c_stated": -0.10950063187014303, "price_path": [-0.6117, -0.6097, -0.5961, -0.5883, -0.5877, -0.6, -0.6146, -0.6168, -0.6311, -0.6434, -0.5981, -0.5786, -0.5819, -0.5754, -0.5877, -0.589, -0.6045, -0.5896, -0.5903, -0.6207, -0.5903, -0.6084, -0.6123, -0.6104, -0.5909, -0.5942, -0.5521, -0.5392, -0.5385, -0.5534, -0.5534, -0.5139, -0.5068, -0.5249, -0.5333, -0.5553, -0.5482, -0.5553, -0.5327, -0.4693, -0.4641, -0.4634, -0.4498, -0.4175, -0.3683, -0.3372, -0.3424, -0.3107, -0.321, -0.345, -0.277, -0.2628, -0.1994, -0.2, -0.1845, -0.1029, -0.1159, -0.0408, -0.0524, -0.1055, 0.1036, 0.099, 0.1832, 0.0, -0.0265, -0.0285, 0.055, -0.0252, -0.0706, 0.0395, -0.0045, -0.0285, -0.0699, -0.0731, 0.0375, 0.011, -0.0874, -0.0382, -0.0104, 0.1819, 0.2421, 0.1987, 0.1178, -0.0159, -0.1068, -0.1586, -0.1275, -0.1728, -0.1663, -0.2, -0.1508, -0.1327, -0.0803, -0.0803, -0.0259, -0.1194, -0.1728, -0.123, 0.0091, -0.0298, -0.0013, -0.0324, -0.0427, 0.0641, -0.0395, -0.1178, -0.1392, -0.2058, -0.2032, -0.154, -0.1657, -0.2259, -0.222, -0.222, -0.233, -0.2654, -0.2654, -0.2583, -0.2583, -0.1605, -0.1288, -0.0841, -0.0951, -0.0926, -0.011, 0.044, 0.0887, 0.1197, 0.0926, 0.1294, 0.1294, 0.121, 0.1346, 0.1793, 0.1074, 0.0479, -0.0285, 0.0796, 0.0427, -0.0524, -0.0861, -0.0676, -0.1974, -0.2699, -0.2032, -0.143, -0.2091, -0.2505, -0.3016, -0.2816, -0.2816, -0.2589, -0.2518, -0.2589, -0.3074, -0.3282, -0.257, -0.2796, -0.5638, -0.6314, -0.6181, -0.6078, -0.5631, -0.565, -0.6032, -0.6006, -0.5851, -0.5825, -0.6039, -0.6304, -0.6401, -0.635, -0.6583, -0.6427, -0.6641, -0.6544, -0.6706, -0.6699, -0.688, -0.6854, -0.7155, -0.679, -0.677, -0.6783, -0.6783, -0.6867, -0.71, -0.7029, -0.6149, -0.6362]}
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THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG:\n\n$FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7.\n\n$BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere.\n\n$EOSE America’s zinc battery champion. 100% made in the USA, 100% energy independence.\n\n$SEI Quiet giant building and operating the energy infrastructure behind data centers.\n\n$IREN Not directly power-related, but transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.\n\n$ORA Geothermal leader producing true baseload power — clean, constant, and scalable.\n\n$TE U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.\n\nAI DOESN’T JUST NEED DATA. IT NEEDS POWER. 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THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG:\n\n$FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7.\n\n$BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere.\n\n$EOSE America’s zinc battery champion. 100% made in the USA, 100% energy independence.\n\n$SEI Quiet giant building and operating the energy infrastructure behind data centers.\n\n$IREN Not directly power-related, but transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.\n\n$ORA Geothermal leader producing true baseload power — clean, constant, and scalable.\n\n$TE U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.\n\nAI DOESN’T JUST NEED DATA. IT NEEDS POWER. 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THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG:\n\n$FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7.\n\n$BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere.\n\n$EOSE America’s zinc battery champion. 100% made in the USA, 100% energy independence.\n\n$SEI Quiet giant building and operating the energy infrastructure behind data centers.\n\n$IREN Not directly power-related, but transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.\n\n$ORA Geothermal leader producing true baseload power — clean, constant, and scalable.\n\n$TE U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.\n\nAI DOESN’T JUST NEED DATA. IT NEEDS POWER. 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{"unit_id": "orig:1978807592336920604", "ticker_idx": 6, "ts": "2025-10-16T12:57:49+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on FLNC, BE, EOSE, SEI, IREN, ORA, and TE as beneficiaries of AI companies building their own power infrastructure.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "THE WSJ REPORTS AI COMPANIES ARE RUNNING OUT OF ELECTRICITY AND ARE NOW BUILDING THEIR OWN POWER PLANTS. THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG:\n\n$FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7.\n\n$BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere.\n\n$EOSE America’s zinc battery champion. 100% made in the USA, 100% energy independence.\n\n$SEI Quiet giant building and operating the energy infrastructure behind data centers.\n\n$IREN Not directly power-related, but transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.\n\n$ORA Geothermal leader producing true baseload power — clean, constant, and scalable.\n\n$TE U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.\n\nAI DOESN’T JUST NEED DATA. IT NEEDS POWER. THESE ARE THE COMPANIES LIGHTING UP THE FUTURE.\n\ncc: @NighthawkTradez @JoshTradeOption @the_stockbull \n\nhttps://t.co/AlCMBThik6", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11727072647919412, "ret_signed_m1d": 0.11727072647919412, "alpha_spy_m1d": 0.11041389597848283, "alpha_c_m1d": 0.11067436482394499, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.006596361655249128, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07889123263217257, "ret_signed_p1d": -0.07889123263217257, "alpha_spy_p1d": -0.08456743779642573, "alpha_c_p1d": -0.07974874949442035, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": 0.0008575168622477758, "ret_p1w": -0.2089552253980751, "ret_signed_p1w": -0.2089552253980751, "alpha_spy_p1w": -0.22578728735920062, "alpha_c_p1w": -0.22993149301481286, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.020976267616737765, "ret_p1m": -0.28358212066054045, "ret_signed_p1m": -0.28358212066054045, "alpha_spy_p1m": -0.3006715652794403, "alpha_c_p1m": -0.2862866593979967, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": 0.0027045387374562413, "ret_p3m": 0.6759061913898257, "ret_signed_p3m": 0.6759061913898257, "alpha_spy_p3m": 0.6226549025436052, "alpha_c_p3m": 0.5903407099869054, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.08556548140292031, "ret_p6m": 0.0, "ret_signed_p6m": 0.0, "alpha_spy_p6m": -0.034343584329709076, "alpha_c_p6m": -0.13846348938698516, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.13846348938698516, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.28358212066054045, "alpha_spy_stated": -0.3006715652794403, "alpha_c_stated": -0.2862866593979967, "price_path": [-0.6738, -0.6652, -0.6652, -0.6844, -0.6972, -0.7015, -0.7143, -0.7249, -0.7463, -0.7527, -0.7356, -0.7335, -0.7335, -0.7292, -0.7271, -0.7356, -0.7335, -0.7143, -0.7313, -0.6844, -0.6695, -0.6887, -0.7164, -0.6844, -0.661, -0.6546, -0.6567, -0.6631, -0.6503, -0.6482, -0.6482, -0.597, -0.6098, -0.6055, -0.5778, -0.5778, -0.5864, -0.6013, -0.5991, -0.6034, -0.6205, -0.6269, -0.6226, -0.6034, -0.5842, -0.5672, -0.6077, -0.5309, -0.516, -0.5309, -0.5032, -0.5352, -0.4904, -0.4968, -0.4606, -0.403, -0.3902, -0.3753, -0.1834, -0.2239, -0.2537, -0.145, 0.1173, 0.0, -0.0789, 0.0149, -0.0448, -0.1237, -0.209, -0.2601, -0.1834, -0.2111, -0.2324, -0.2239, -0.2068, -0.2708, -0.2154, -0.1279, -0.2154, -0.1876, -0.0405, -0.0597, -0.1791, -0.2559, -0.2836, -0.322, -0.3475, -0.3838, -0.42, -0.42, -0.3305, -0.2985, -0.1812, -0.1812, -0.1215, -0.0469, 0.0107, -0.0362, 0.0896, 0.2431, 0.2836, 0.435, 0.3113, 0.2516, 0.1407, 0.0789, 0.1599, 0.1557, 0.2836, 0.371, 0.5565, 0.516, 0.5032, 0.5032, 0.4499, 0.3689, 0.3859, 0.4243, 0.4243, 0.6716, 0.7484, 0.6311, 0.5522, 0.452, 0.4797, 0.5373, 0.6759, 0.6759, 0.58, 0.742, 0.742, 0.7655, 0.6674, 0.7846, 0.8124, 0.7356, 0.9446, 1.0235, 0.8934, 0.7761, 0.8465, 0.9382, 0.6482, 0.5501, 0.7633, 0.629, 0.6013, 0.4606, 0.3241, 0.3049, 0.3049, 0.3731, 0.3774, 0.3454, 0.3241, 0.3412, 0.5117, 0.5394, 0.5544, 0.3134, 0.4584, 0.3881, 0.5139, 0.452, 0.4328, 0.5267, 0.7015, 0.7356, 0.6503, 0.6247, 0.6461, 0.661, 0.5629, 0.6439, 0.4072, 0.4584, 0.4094, 0.4243, 0.339, 0.2281, 0.1983, -0.064, -0.0448, -0.1066, -0.1066, -0.1365, -0.162, -0.1109, -0.1087, 0.0]}
{"unit_id": "orig:1970868342102897059", "ticker_idx": 0, "ts": "2025-09-24T15:10:04+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS CRIMINALLY UNDERPRICED", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NBIS is criminally underpriced; decisive bullish valuation verdict.", "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 CRIMINALLY UNDERPRICED", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04795549010149591, "ret_signed_m1d": -0.04795549010149591, "alpha_spy_m1d": -0.051147403016050697, "alpha_c_m1d": -0.05630091290607264, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.00834542280457673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04671907408544129, "ret_signed_p1d": -0.04671907408544129, "alpha_spy_p1d": -0.042105699180007616, "alpha_c_p1d": -0.04331280314575492, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.0034062709396863733, "ret_p1w": 0.02101913965254898, "ret_signed_p1w": 0.02101913965254898, "alpha_spy_p1w": 0.009901109994354229, "alpha_c_p1w": 0.027150466678881213, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": -0.006131327026332234, "ret_p1m": -0.06243927832923879, "ret_signed_p1m": -0.06243927832923879, "alpha_spy_p1m": -0.07856407505877783, "alpha_c_p1m": -0.04387504270560272, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": -0.01856423562363607, "ret_p3m": -0.17663162948917555, "ret_signed_p3m": -0.17663162948917555, "alpha_spy_p3m": -0.2155874143879991, "alpha_c_p3m": -0.1732907200362066, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": -0.003340909452968943, "ret_p6m": 0.07321375112919815, "ret_signed_p6m": 0.07321375112919815, "alpha_spy_p6m": 0.07223101542273391, "alpha_c_p6m": 0.10662704138120438, "bench_spy_p6m": 0.0009827357064642328, "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": -0.06243927832923879, "alpha_spy_stated": -0.07856407505877783, "alpha_c_stated": -0.04387504270560272, "price_path": [-0.5422, -0.5113, -0.5557, -0.5587, -0.5562, -0.5562, -0.5775, -0.584, -0.5933, -0.5899, -0.6088, -0.5412, -0.5272, -0.5292, -0.5258, -0.5338, -0.5375, -0.5495, -0.5418, -0.5393, -0.5463, -0.5341, -0.5549, -0.547, -0.5193, -0.5408, -0.5216, -0.5128, -0.5135, -0.4232, -0.3926, -0.3797, -0.3347, -0.3762, -0.3954, -0.3675, -0.3594, -0.4066, -0.4041, -0.4155, -0.3908, -0.3816, -0.3776, -0.3809, -0.3638, -0.3966, -0.3966, -0.4196, -0.4202, -0.4267, -0.4218, -0.4342, -0.1546, -0.1752, -0.2123, -0.2015, -0.1967, -0.2102, -0.1691, -0.1688, -0.1229, -0.0586, -0.048, 0.0, -0.0467, -0.0488, -0.0266, -0.0085, 0.021, 0.1116, 0.1303, 0.1034, 0.0395, 0.0775, 0.1714, 0.1444, 0.1963, 0.1318, 0.1113, 0.0866, 0.0019, -0.0374, -0.079, -0.129, -0.0624, 0.0356, 0.1077, 0.076, 0.1048, 0.0967, 0.1553, 0.0639, -0.0238, 0.0333, -0.0335, -0.0172, -0.029, -0.0972, -0.1667, -0.2173, -0.2622, -0.2407, -0.2004, -0.1604, -0.2525, -0.2647, -0.1884, -0.215, -0.1637, -0.1637, -0.1621, -0.1155, -0.1482, -0.1264, -0.0921, -0.1342, -0.1139, -0.1485, -0.1735, -0.1674, -0.2256, -0.2834, -0.2851, -0.3337, -0.3103, -0.2099, -0.1766, -0.2049, -0.1952, -0.1952, -0.2264, -0.2401, -0.2478, -0.2608, -0.2608, -0.2056, -0.1802, -0.1147, -0.1503, -0.1407, -0.1351, -0.0521, -0.0689, -0.0994, -0.0825, -0.0397, -0.0397, -0.1231, -0.1268, -0.1447, -0.1654, -0.1923, -0.1357, -0.113, -0.1618, -0.2476, -0.2214, -0.2056, -0.2724, -0.3476, -0.2396, -0.1797, -0.1893, -0.2174, -0.2075, -0.1344, -0.1344, -0.1387, -0.1009, -0.0496, -0.1352, -0.1115, -0.0941, -0.0628, -0.0737, -0.1946, -0.1962, -0.2334, -0.1364, -0.1553, -0.2111, -0.1615, -0.1484, -0.0109, -0.0458, -0.0025, 0.1468, 0.0274, 0.0471, 0.0732]}
{"unit_id": "orig:1979266952448053548", "ticker_idx": 0, "ts": "2025-10-17T19:23:09+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": "mining", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "OPEN THE $NAK PEBBLE MINE NOW.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NAK; urges opening Pebble Mine as critical minerals play for US energy independence.", "resolved_tickers": ["NAK"], "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": "WOW - Can you believe Chinese-linked interests are lobbying INSIDE our own government to BLOCK the $NAK Pebble Mine in Alaska. They don’t want America to produce its own copper, gold, and rhenium. They want us totally DEPENDENT on them for our critical minerals, the same China that’s building hundreds of mines overseas while we shut ours down!\n\nIt’s a total disgrace. This mine could create THOUSANDS of American jobs, secure our energy transition, and make the U.S. the global leader in minerals that power EVs, defense systems, and AI. Instead, Biden’s bureaucrats and foreign-backed special interests are working together to stop it. Why? Who are they really working for America or Beijing?\n\n@SarahPalinUSA has been right all along. She’s been fighting to OPEN the mine for years. She understands what real energy independence means. We should be standing with her, not bowing to foreign pressure!\n\nThis isn’t about politics. It’s about AMERICA FIRST vs CHINA FIRST. It’s about whether we let the Deep State sell out our future to foreign powers or we finally take control of our own resources.\n\nWhy is this not being investigated?? Why is no one talking about this?? \n\nOPEN THE $NAK PEBBLE MINE NOW.\n\n@realDonaldTrump \n@AGPamBondi \n@JDVance \n@DonaldJTrumpJr \n@stephenasmith\n@elonmusk \n@catturd2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09268295689752515, "ret_signed_m1d": 0.09268295689752515, "alpha_spy_m1d": 0.09832712460787285, "alpha_c_m1d": 0.09074854036601043, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": 0.0019344165315147155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.010400500262923273, "alpha_c_p1d": -0.011948125577038837, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.011948125577038837, "ret_p1w": -0.004878044241882984, "ret_signed_p1w": -0.004878044241882984, "alpha_spy_p1w": -0.024234147467146805, "alpha_c_p1w": -0.01773641102668333, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.012858366784800346, "ret_p1m": -0.18536585564417618, "ret_signed_p1m": -0.18536585564417618, "alpha_spy_p1m": -0.18729232362658021, "alpha_c_p1m": -0.15771444160302373, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.027651414041152456, "ret_p3m": 0.03414630969318089, "ret_signed_p3m": 0.03414630969318089, "alpha_spy_p3m": -0.008012475618644599, "alpha_c_p3m": -0.08104829593553387, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.11519460562871475, "ret_p6m": -0.06341463329535302, "ret_signed_p6m": -0.06341463329535302, "alpha_spy_p6m": -0.10197122544592696, "alpha_c_p6m": -0.26261123501458805, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.19919660171923503, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18536585564417618, "alpha_spy_stated": -0.18729232362658021, "alpha_c_stated": -0.15771444160302373, "price_path": [-0.5756, -0.5463, -0.5707, -0.5659, -0.5902, -0.639, -0.6, -0.6146, -0.6341, -0.6195, -0.6146, -0.6098, -0.5854, -0.561, -0.5756, -0.5707, -0.5756, -0.561, -0.5561, -0.5659, -0.5854, -0.5854, -0.5756, -0.561, -0.5707, -0.561, -0.5659, -0.5561, -0.561, -0.561, -0.5805, -0.5707, -0.5854, -0.5854, -0.6, -0.6049, -0.6, -0.6, -0.6, -0.5756, -0.5951, -0.6, -0.6, -0.5756, -0.5463, -0.5463, -0.4683, -0.4829, -0.4439, -0.3902, -0.4146, -0.4244, -0.4049, -0.3561, -0.2634, -0.0829, -0.0488, -0.0439, -0.0098, 0.2976, 0.3463, 0.2878, 0.0927, 0.0, 0.0, -0.0537, -0.0927, -0.078, -0.0049, -0.0732, -0.0341, -0.0146, -0.0146, -0.0195, -0.0927, -0.1268, -0.1171, -0.161, -0.1415, -0.1171, -0.1171, -0.1073, -0.1561, -0.1707, -0.1854, -0.2293, -0.2049, -0.2683, -0.2683, -0.239, -0.1707, -0.122, -0.122, -0.0634, -0.0976, -0.1073, -0.0585, 0.0195, 0.0098, -0.0195, -0.0049, -0.0293, 0.0488, 0.0488, -0.0049, 0.0146, 0.0146, 0.0537, 0.078, 0.1317, 0.1317, 0.0927, 0.0927, 0.0634, -0.0195, -0.0244, -0.039, -0.039, -0.0488, 0.0098, 0.0732, 0.0829, 0.039, 0.0732, 0.0098, 0.039, 0.0341, -0.0146, -0.0683, -0.0683, 0.0049, -0.0049, 0.0488, 0.039, 0.1707, 0.2244, 0.2, 0.1024, -0.0049, -0.0195, 0.0976, 0.0049, -0.1024, -0.0488, 0.0195, 0.0049, 0.0732, 0.0878, 0.0537, 0.0537, -0.0098, -0.4, -0.3561, -0.361, -0.3268, -0.2585, -0.278, -0.2683, -0.2439, -0.278, -0.3317, -0.3366, -0.3561, -0.3659, -0.3415, -0.3073, -0.3415, -0.3512, -0.361, -0.3415, -0.3707, -0.3707, -0.3805, -0.4439, -0.4488, -0.3805, -0.3512, -0.3951, -0.3756, -0.3805, -0.3171, -0.278, -0.2732, -0.2732, -0.2098, -0.2634, -0.2, -0.161, -0.1415, -0.0634]}
{"unit_id": "orig:1973695414479077391", "ticker_idx": 0, "ts": "2025-10-02T10:23:50+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Microsoft Bets $33 Billion on Neoclouds like Nebius to Ease AI Crunch", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Microsoft's $33B neocloud bet directly benefits Nebius; implied bullish on NBIS.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS - Microsoft Bets $33 Billion on Neoclouds like Nebius to Ease AI Crunch\n\n“As part of the deal, Microsoft will get access to more than 100,000 of Nvidia Corp.’s latest GB300 chips, said the people, who requested anonymity to discuss an internal matter.”\n\nhttps://t.co/jIb85896AA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0815126869972923, "ret_signed_m1d": -0.0815126869972923, "alpha_spy_m1d": -0.08036227933364615, "alpha_c_m1d": -0.08374534958427471, "bench_spy_m1d": -0.001150407663646158, "bench_c_m1d": 0.0022326625869824035, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01676333172566702, "ret_signed_p1d": 0.01676333172566702, "alpha_spy_p1d": 0.016778137132049675, "alpha_c_p1d": 0.01727859206568072, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": -0.0005152603400137012, "ret_p1w": 0.05378562401954223, "ret_signed_p1w": 0.05378562401954223, "alpha_spy_p1w": 0.050886615098963084, "alpha_c_p1w": 0.06692429992078841, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": -0.013138675901246177, "ret_p1m": 0.03932632453820406, "ret_signed_p1m": 0.03932632453820406, "alpha_spy_p1m": 0.020139713333877207, "alpha_c_p1m": 0.05340971050601362, "bench_spy_p1m": 0.019186611204326853, "bench_c_p1m": -0.014083385967809559, "ret_p3m": -0.3233495168787698, "ret_signed_p3m": -0.3233495168787698, "alpha_spy_p3m": -0.35296621502301784, "alpha_c_p3m": -0.34243874233154636, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.01908922545277658, "ret_p6m": -0.1990148765007319, "ret_signed_p6m": -0.1990148765007319, "alpha_spy_p6m": -0.15191612002612542, "alpha_c_p6m": -0.12412620883016479, "bench_spy_p6m": -0.047098756474606485, "bench_c_p6m": -0.07488866767056712, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03932632453820406, "alpha_spy_stated": 0.020139713333877207, "alpha_c_stated": 0.05340971050601362, "price_path": [-0.6199, -0.6258, -0.6341, -0.6311, -0.648, -0.5873, -0.5747, -0.5765, -0.5734, -0.5806, -0.5839, -0.5947, -0.5878, -0.5856, -0.5919, -0.5809, -0.5996, -0.5925, -0.5676, -0.5869, -0.5696, -0.5617, -0.5623, -0.4811, -0.4536, -0.442, -0.4015, -0.4389, -0.4561, -0.431, -0.4237, -0.4662, -0.464, -0.4742, -0.452, -0.4437, -0.4401, -0.4431, -0.4277, -0.4572, -0.4572, -0.4779, -0.4784, -0.4843, -0.4799, -0.4911, -0.2395, -0.258, -0.2914, -0.2817, -0.2773, -0.2895, -0.2526, -0.2522, -0.211, -0.1531, -0.1436, -0.1004, -0.1424, -0.1444, -0.1243, -0.108, -0.0815, 0.0, 0.0168, -0.0074, -0.0649, -0.0307, 0.0538, 0.0295, 0.0762, 0.0181, -0.0003, -0.0225, -0.0988, -0.134, -0.1715, -0.2165, -0.1566, -0.0684, -0.0035, -0.0321, -0.0061, -0.0134, 0.0393, -0.0429, -0.1218, -0.0705, -0.1305, -0.1159, -0.1265, -0.1879, -0.2503, -0.2959, -0.3363, -0.3169, -0.2807, -0.2447, -0.3276, -0.3385, -0.2699, -0.2939, -0.2477, -0.2477, -0.2463, -0.2043, -0.2337, -0.2141, -0.1833, -0.2211, -0.2029, -0.2341, -0.2565, -0.251, -0.3033, -0.3554, -0.3569, -0.4006, -0.3796, -0.2893, -0.2593, -0.2847, -0.276, -0.276, -0.3041, -0.3164, -0.3233, -0.335, -0.335, -0.2854, -0.2625, -0.2036, -0.2356, -0.227, -0.222, -0.1473, -0.1624, -0.1898, -0.1747, -0.1362, -0.1362, -0.2112, -0.2145, -0.2306, -0.2492, -0.2734, -0.2225, -0.2021, -0.246, -0.3232, -0.2996, -0.2854, -0.3454, -0.4131, -0.316, -0.2621, -0.2708, -0.296, -0.2871, -0.2213, -0.2213, -0.2252, -0.1912, -0.1451, -0.2221, -0.2007, -0.185, -0.1569, -0.1668, -0.2755, -0.277, -0.3104, -0.2232, -0.2401, -0.2903, -0.2457, -0.2339, -0.1102, -0.1417, -0.1026, 0.0316, -0.0758, -0.0581, -0.0346, -0.0655, -0.0931, -0.0871, -0.0856, -0.1581, -0.199]}
{"unit_id": "orig:1991933683708711060", "ticker_idx": 0, "ts": "2025-11-21T18:16:13+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Everyone is panicking about an AI bubble and suddenly everyone thinks they're a detective trying to piece together clues for the grand top", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on AI infrastructure names; dismisses bubble fears citing compounding compute demand, physical constraints, and early-stage enterprise adoption.", "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 $SNDK $FLNC - Everyone is panicking about an AI bubble and suddenly everyone thinks they’re a detective trying to piece together clues for the grand top. Remember this:\n\n1. Compute demand is compounding at an unprecedented pace. Google said workloads now require roughly double the compute every six months. That is not bubble behavior.\n\n2. We’re still in the infrastructure-build phase. Training clusters, inference fabrics, memory, interconnect, and power capacity are all scaling because actual usage is scaling. The ecosystem is still being built, not unwound.\n\n3. The constraint is physical, not financial. Power, land, grid access, cooling, and transformer capacity are the choke points. When bottlenecks move to real-world infrastructure, it signals structural demand, not mania.\n\n4. AI is becoming a general-purpose layer. Every major enterprise is re-architecting workflows around AI: code, ops, research, design, customer service, analytics. Broad adoption curves don’t peak early.\n\n5. The economic value isn’t in the market yet. Productivity gains, cost reductions, and entirely new revenue lines haven’t begun to flow at scale. The financial impact lags the buildout by years.\n\nPeople trying to solve the bubble mystery are missing the simplest evidence: nothing fundamental is slowing", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01657455222208637, "ret_signed_m1d": 0.01657455222208637, "alpha_spy_m1d": 0.026437444755777695, "alpha_c_m1d": 0.033822138771501975, "bench_spy_m1d": -0.009862892533691325, "bench_c_m1d": -0.017247586549415606, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1037713087673433, "ret_signed_p1d": 0.1037713087673433, "alpha_spy_p1d": 0.0890527018911087, "alpha_c_p1d": 0.09385173980599548, "bench_spy_p1d": 0.014718606876234608, "bench_c_p1d": 0.009919568961347824, "ret_p1w": 0.13944271333737435, "ret_signed_p1w": 0.13944271333737435, "alpha_spy_p1w": 0.10247927775629395, "alpha_c_p1w": 0.10825410909098365, "bench_spy_p1w": 0.036963435581080395, "bench_c_p1w": 0.031188604246390694, "ret_p1m": 0.11974538751981001, "ret_signed_p1m": 0.11974538751981001, "alpha_spy_p1m": 0.07752638050634286, "alpha_c_p1m": 0.07383229410019299, "bench_spy_p1m": 0.04221900701346715, "bench_c_p1m": 0.045913093419617024, "ret_p3m": 0.2226759601229904, "ret_signed_p3m": 0.2226759601229904, "alpha_spy_p3m": 0.17823504755236885, "alpha_c_p3m": 0.1953214676935553, "bench_spy_p3m": 0.04444091257062155, "bench_c_p3m": 0.027354492429435107, "ret_p6m": 1.4004323262367873, "ret_signed_p6m": 1.4004323262367873, "alpha_spy_p6m": 1.273236497300917, "alpha_c_p6m": 1.3483034722853509, "bench_spy_p6m": 0.12719582893587034, "bench_c_p6m": 0.052128853951436405, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11974538751981001, "alpha_spy_stated": 0.07752638050634286, "alpha_c_stated": 0.07383229410019299, "price_path": [-0.1535, -0.1581, -0.1348, -0.1794, -0.1794, -0.2107, -0.2115, -0.2204, -0.2137, -0.2306, 0.1497, 0.1217, 0.0712, 0.0859, 0.0925, 0.0741, 0.13, 0.1304, 0.1928, 0.2803, 0.2947, 0.36, 0.2964, 0.2935, 0.3238, 0.3484, 0.3885, 0.5118, 0.5371, 0.5006, 0.4136, 0.4653, 0.5931, 0.5563, 0.627, 0.5392, 0.5113, 0.4778, 0.3625, 0.3092, 0.2525, 0.1845, 0.275, 0.4084, 0.5065, 0.4632, 0.5025, 0.4915, 0.5712, 0.4469, 0.3276, 0.4052, 0.3144, 0.3365, 0.3206, 0.2277, 0.1333, 0.0645, 0.0034, 0.0327, 0.0874, 0.1418, 0.0166, 0.0, 0.1038, 0.0675, 0.1373, 0.1373, 0.1394, 0.2029, 0.1584, 0.1881, 0.2347, 0.1775, 0.205, 0.1579, 0.1241, 0.1324, 0.0532, -0.0255, -0.0277, -0.0938, -0.0621, 0.0745, 0.1197, 0.0813, 0.0945, 0.0945, 0.052, 0.0334, 0.0229, 0.0053, 0.0053, 0.0804, 0.1149, 0.2039, 0.1555, 0.1686, 0.1762, 0.2891, 0.2663, 0.2248, 0.2477, 0.3059, 0.3059, 0.1925, 0.1875, 0.1632, 0.135, 0.0985, 0.1755, 0.2062, 0.1399, 0.0232, 0.0589, 0.0804, -0.0104, -0.1128, 0.0341, 0.1155, 0.1025, 0.0643, 0.0777, 0.1772, 0.1772, 0.1713, 0.2227, 0.2925, 0.1761, 0.2084, 0.232, 0.2746, 0.2597, 0.0952, 0.0931, 0.0425, 0.1744, 0.1488, 0.0729, 0.1403, 0.1582, 0.3451, 0.2976, 0.3566, 0.5596, 0.3972, 0.424, 0.4595, 0.4127, 0.371, 0.3801, 0.3823, 0.2728, 0.2109, 0.1081, 0.2462, 0.2245, 0.307, 0.307, 0.3517, 0.41, 0.5013, 0.6374, 0.7412, 0.8564, 0.945, 1.003, 0.9858, 0.8873, 0.9116, 0.8803, 0.8753, 0.8866, 0.7675, 0.7411, 0.6276, 0.6958, 0.6602, 0.8555, 1.1189, 1.1129, 1.3431, 1.2192, 1.1265, 1.2352, 1.1512, 1.4894, 1.6561, 1.6416, 1.4004]}
{"unit_id": "orig:1991933683708711060", "ticker_idx": 1, "ts": "2025-11-21T18:16:13+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "nothing fundamental is slowing", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on AI infrastructure names; dismisses bubble fears citing compounding compute demand, physical constraints, and early-stage enterprise adoption.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS $SNDK $FLNC - Everyone is panicking about an AI bubble and suddenly everyone thinks they’re a detective trying to piece together clues for the grand top. Remember this:\n\n1. Compute demand is compounding at an unprecedented pace. Google said workloads now require roughly double the compute every six months. That is not bubble behavior.\n\n2. We’re still in the infrastructure-build phase. Training clusters, inference fabrics, memory, interconnect, and power capacity are all scaling because actual usage is scaling. The ecosystem is still being built, not unwound.\n\n3. The constraint is physical, not financial. Power, land, grid access, cooling, and transformer capacity are the choke points. When bottlenecks move to real-world infrastructure, it signals structural demand, not mania.\n\n4. AI is becoming a general-purpose layer. Every major enterprise is re-architecting workflows around AI: code, ops, research, design, customer service, analytics. Broad adoption curves don’t peak early.\n\n5. The economic value isn’t in the market yet. Productivity gains, cost reductions, and entirely new revenue lines haven’t begun to flow at scale. The financial impact lags the buildout by years.\n\nPeople trying to solve the bubble mystery are missing the simplest evidence: nothing fundamental is slowing", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021520934072234432, "ret_signed_m1d": -0.021520934072234432, "alpha_spy_m1d": -0.011658041538543107, "alpha_c_m1d": -0.017677457933366836, "bench_spy_m1d": -0.009862892533691325, "bench_c_m1d": -0.0038434761388675964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13327009473218654, "ret_signed_p1d": 0.13327009473218654, "alpha_spy_p1d": 0.11855148785595193, "alpha_c_p1d": 0.10944159684591903, "bench_spy_p1d": 0.014718606876234608, "bench_c_p1d": 0.023828497886267508, "ret_p1w": 0.11489486201603905, "ret_signed_p1w": 0.11489486201603905, "alpha_spy_p1w": 0.07793142643495865, "alpha_c_p1w": 0.06723764195101212, "bench_spy_p1w": 0.036963435581080395, "bench_c_p1w": 0.04765722006502693, "ret_p1m": 0.20362509566743192, "ret_signed_p1m": 0.20362509566743192, "alpha_spy_p1m": 0.16140608865396477, "alpha_c_p1m": 0.13934869913266112, "bench_spy_p1m": 0.04221900701346715, "bench_c_p1m": 0.0642763965347708, "ret_p3m": 1.9979528217178117, "ret_signed_p3m": 1.9979528217178117, "alpha_spy_p3m": 1.9535119091471902, "alpha_c_p3m": 1.964836259601352, "bench_spy_p3m": 0.04444091257062155, "bench_c_p3m": 0.03311656211645975, "ret_p6m": 5.656064219942331, "ret_signed_p6m": 5.656064219942331, "alpha_spy_p6m": 5.52886839100646, "alpha_c_p6m": 5.376111303422202, "bench_spy_p6m": 0.12719582893587034, "bench_c_p6m": 0.2799529165201289, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20362509566743192, "alpha_spy_stated": 0.16140608865396477, "alpha_c_stated": 0.13934869913266112, "price_path": [-0.7636, -0.7581, -0.746, -0.738, -0.738, -0.745, -0.7353, -0.6879, -0.6577, -0.648, -0.6479, -0.6309, -0.5791, -0.5699, -0.5502, -0.5429, -0.5308, -0.5063, -0.4896, -0.4861, -0.4687, -0.5015, -0.5292, -0.5151, -0.4333, -0.4398, -0.3952, -0.3801, -0.3588, -0.395, -0.3961, -0.3415, -0.3525, -0.4162, -0.3279, -0.3644, -0.2795, -0.2796, -0.3001, -0.2608, -0.2546, -0.2662, -0.1659, -0.0705, -0.1187, -0.1235, 0.0204, -0.0222, -0.0047, 0.0337, -0.0285, 0.081, 0.037, 0.1958, 0.3379, 0.3561, 0.4136, 0.2162, 0.2691, 0.3276, 0.223, 0.2281, -0.0215, 0.0, 0.1333, 0.101, 0.0738, 0.0738, 0.1149, 0.0494, 0.0254, -0.0294, 0.0651, 0.1408, 0.1258, 0.0958, 0.1627, 0.2064, 0.0295, 0.008, 0.0451, 0.0328, 0.0958, 0.1864, 0.2036, 0.2228, 0.2487, 0.2487, 0.2486, 0.2196, 0.1995, 0.1853, 0.1853, 0.3743, 0.3686, 0.7458, 0.7654, 0.6704, 0.8845, 0.9437, 0.9464, 0.9364, 1.0434, 1.0653, 1.0653, 1.2625, 1.5031, 1.5138, 1.366, 1.3508, 1.4039, 1.6346, 1.6929, 1.8774, 2.3217, 2.4729, 1.9188, 1.8771, 1.9857, 1.9131, 1.7045, 1.9927, 2.1472, 2.1286, 2.1286, 1.949, 1.998, 2.1013, 2.2455, 2.328, 2.1883, 2.1576, 2.2551, 2.1725, 2.0912, 1.8232, 1.9913, 1.8241, 1.6331, 1.9397, 2.0903, 2.2727, 2.0899, 2.3036, 2.5134, 2.596, 2.7634, 2.8552, 2.5438, 2.5077, 2.5077, 2.3847, 2.0118, 2.075, 1.8586, 2.1724, 2.459, 2.5032, 2.5032, 2.6183, 2.5492, 2.8992, 3.2521, 3.2531, 3.7561, 3.7159, 3.4526, 3.5912, 3.5987, 3.5589, 3.5114, 3.8888, 3.6559, 3.9428, 4.3438, 4.005, 4.3139, 4.4752, 4.927, 5.2708, 6.0221, 6.0404, 5.6908, 6.8012, 6.7274, 6.2503, 6.2264, 5.9043, 6.0286, 5.6561]}
{"unit_id": "orig:1991933683708711060", "ticker_idx": 2, "ts": "2025-11-21T18:16:13+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "nothing fundamental is slowing", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on AI infrastructure names; dismisses bubble fears citing compounding compute demand, physical constraints, and early-stage enterprise adoption.", "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": "$NBIS $SNDK $FLNC - Everyone is panicking about an AI bubble and suddenly everyone thinks they’re a detective trying to piece together clues for the grand top. Remember this:\n\n1. Compute demand is compounding at an unprecedented pace. Google said workloads now require roughly double the compute every six months. That is not bubble behavior.\n\n2. We’re still in the infrastructure-build phase. Training clusters, inference fabrics, memory, interconnect, and power capacity are all scaling because actual usage is scaling. The ecosystem is still being built, not unwound.\n\n3. The constraint is physical, not financial. Power, land, grid access, cooling, and transformer capacity are the choke points. When bottlenecks move to real-world infrastructure, it signals structural demand, not mania.\n\n4. AI is becoming a general-purpose layer. Every major enterprise is re-architecting workflows around AI: code, ops, research, design, customer service, analytics. Broad adoption curves don’t peak early.\n\n5. The economic value isn’t in the market yet. Productivity gains, cost reductions, and entirely new revenue lines haven’t begun to flow at scale. The financial impact lags the buildout by years.\n\nPeople trying to solve the bubble mystery are missing the simplest evidence: nothing fundamental is slowing", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0071428969530105135, "ret_signed_m1d": 0.0071428969530105135, "alpha_spy_m1d": 0.01700578948670184, "alpha_c_m1d": 0.01700578948670184, "bench_spy_m1d": -0.009862892533691325, "bench_c_m1d": -0.009862892533691325, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02597406377356548, "ret_signed_p1d": 0.02597406377356548, "alpha_spy_p1d": 0.011255456897330873, "alpha_c_p1d": 0.011255456897330873, "bench_spy_p1d": 0.014718606876234608, "bench_c_p1d": 0.014718606876234608, "ret_p1w": 0.27532466728222005, "ret_signed_p1w": 0.27532466728222005, "alpha_spy_p1w": 0.23836123170113965, "alpha_c_p1w": 0.23836123170113965, "bench_spy_p1w": 0.036963435581080395, "bench_c_p1w": 0.036963435581080395, "ret_p1m": 0.327922160357244, "ret_signed_p1m": 0.327922160357244, "alpha_spy_p1m": 0.28570315334377683, "alpha_c_p1m": 0.28570315334377683, "bench_spy_p1m": 0.04221900701346715, "bench_c_p1m": 0.04221900701346715, "ret_p3m": 0.13181822967079038, "ret_signed_p3m": 0.13181822967079038, "alpha_spy_p3m": 0.08737731710016883, "alpha_c_p3m": 0.08737731710016883, "bench_spy_p3m": 0.04444091257062155, "bench_c_p3m": 0.04444091257062155, "ret_p6m": 0.2688312597109128, "ret_signed_p6m": 0.2688312597109128, "alpha_spy_p6m": 0.14163543077504248, "alpha_c_p6m": 0.14163543077504248, "bench_spy_p6m": 0.12719582893587034, "bench_c_p6m": 0.12719582893587034, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.327922160357244, "alpha_spy_stated": 0.28570315334377683, "alpha_c_stated": 0.28570315334377683, "price_path": [-0.5078, -0.5273, -0.4968, -0.5195, -0.5195, -0.55, -0.5617, -0.5617, -0.5097, -0.5318, -0.5597, -0.561, -0.5494, -0.5455, -0.5201, -0.513, -0.5169, -0.4857, -0.3922, -0.3117, -0.337, -0.274, -0.2383, -0.2266, -0.2597, -0.2987, -0.1266, -0.1526, -0.1045, -0.0091, -0.1019, -0.0286, -0.0325, -0.15, 0.0318, 0.1981, 0.3922, 0.2714, 0.1899, 0.1981, 0.0558, -0.0117, 0.0409, 0.2675, 0.2169, 0.1753, 0.3169, 0.3292, 0.3636, 0.3513, 0.2455, 0.3455, 0.287, 0.35, 0.4149, 0.3461, 0.2474, 0.0552, 0.163, 0.1188, 0.1052, 0.0916, 0.0071, 0.0, 0.026, 0.089, 0.2331, 0.2331, 0.2753, 0.2591, 0.2961, 0.289, 0.5156, 0.5558, 0.4844, 0.5545, 0.5461, 0.6747, 0.4409, 0.3974, 0.3838, 0.2058, 0.2539, 0.2961, 0.3279, 0.2773, 0.2877, 0.2877, 0.3123, 0.2968, 0.2896, 0.2844, 0.2844, 0.4942, 0.4448, 0.4175, 0.3351, 0.3753, 0.5065, 0.5117, 0.5468, 0.4708, 0.6558, 0.7584, 0.7584, 0.6565, 0.7104, 0.7708, 0.7494, 0.761, 0.8468, 1.0123, 1.05, 0.9981, 1.0058, 1.0929, 0.8825, 0.2305, 0.2623, 0.2597, 0.2331, 0.1377, 0.1325, 0.1987, 0.1987, 0.1545, 0.1318, 0.0753, 0.0747, 0.0435, 0.0708, 0.0604, 0.0519, 0.0091, -0.0182, -0.0312, 0.026, 0.0234, -0.0403, 0.0195, 0.0961, 0.111, 0.0662, 0.0636, 0.0896, 0.0714, 0.0383, 0.0409, -0.0175, -0.0026, 0.0487, 0.0617, -0.0286, -0.0812, -0.1558, -0.1065, -0.1545, -0.1364, -0.1364, -0.1429, -0.1396, -0.1481, -0.1195, -0.1052, -0.1136, -0.039, -0.0123, -0.0273, -0.1211, -0.1799, -0.1708, -0.1234, -0.1221, -0.1312, -0.1325, -0.1981, -0.2318, -0.2091, -0.2084, -0.1994, -0.176, -0.1195, 0.2318, 0.5688, 0.6383, 0.3818, 0.4351, 0.3597, 0.3487, 0.2688]}
{"unit_id": "reply:1974534678112858451", "ticker_idx": 0, "ts": "2025-10-04T17:58:46+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NEEDS SOME $NBIS MY FRIEND", "tweet_type": "prediction", "timeline": "weeks", "summary": "Recommends adding NBIS to portfolio this week.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NighthawkTradez NEEDS SOME $NBIS MY FRIEND", "reply_text": null, "parent_text": "⚡️My port as of today:\n\n$HIMS\n$ASTS\n$IREN\n$CIFR\n$BKKT\n$SOFI\n\nWhat am I missing that I should add this week?", "quoted_text": null, "parent_author": "NighthawkTradez", "ret_m1d": 0.024331686058298496, "ret_signed_m1d": 0.024331686058298496, "alpha_spy_m1d": 0.027905142637612235, "alpha_c_m1d": 0.025361676025345115, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0010299899670466184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05794785778525535, "ret_signed_p1d": -0.05794785778525535, "alpha_spy_p1d": -0.05424034389593757, "alpha_c_p1d": -0.054085395408830395, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0038624623764249577, "ret_p1w": 0.08420044875054766, "ret_signed_p1w": 0.08420044875054766, "alpha_spy_p1w": 0.09696081704803727, "alpha_c_p1w": 0.10711699868325608, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02291654993270842, "ret_p1m": -0.11525533251555797, "ret_signed_p1m": -0.11525533251555797, "alpha_spy_p1m": -0.12066032533025106, "alpha_c_p1m": -0.08349836574482628, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.0317569667707317, "ret_p3m": -0.33003841687685054, "ret_signed_p3m": -0.33003841687685054, "alpha_spy_p3m": -0.34838988215623623, "alpha_c_p3m": -0.3436947702524794, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.013656353375628871, "ret_p6m": -0.1695213693877481, "ret_signed_p6m": -0.1695213693877481, "alpha_spy_p6m": -0.14336489142789688, "alpha_c_p6m": -0.12715421087025702, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.042367158517491066, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11525533251555797, "alpha_spy_stated": -0.12066032533025106, "alpha_c_stated": -0.08349836574482628, "price_path": [-0.6314, -0.6284, -0.6454, -0.5842, -0.5716, -0.5733, -0.5703, -0.5775, -0.5808, -0.5917, -0.5848, -0.5825, -0.5888, -0.5778, -0.5966, -0.5895, -0.5644, -0.5838, -0.5664, -0.5584, -0.5591, -0.4773, -0.4495, -0.4378, -0.3971, -0.4347, -0.4521, -0.4268, -0.4194, -0.4622, -0.46, -0.4703, -0.4479, -0.4396, -0.4359, -0.4389, -0.4234, -0.4532, -0.4532, -0.474, -0.4745, -0.4805, -0.476, -0.4873, -0.2339, -0.2525, -0.2861, -0.2764, -0.272, -0.2842, -0.247, -0.2467, -0.2051, -0.1468, -0.1372, -0.0937, -0.1361, -0.138, -0.1178, -0.1014, -0.0747, 0.0074, 0.0243, 0.0, -0.0579, -0.0235, 0.0616, 0.0371, 0.0842, 0.0257, 0.0071, -0.0152, -0.092, -0.1276, -0.1654, -0.2107, -0.1503, -0.0615, 0.0039, -0.0249, 0.0013, -0.0061, 0.0471, -0.0358, -0.1153, -0.0636, -0.1241, -0.1093, -0.12, -0.1818, -0.2448, -0.2906, -0.3314, -0.3118, -0.2753, -0.2391, -0.3226, -0.3336, -0.2644, -0.2886, -0.2421, -0.2421, -0.2407, -0.1984, -0.228, -0.2083, -0.1772, -0.2153, -0.197, -0.2283, -0.2509, -0.2454, -0.2981, -0.3506, -0.3521, -0.3961, -0.375, -0.284, -0.2538, -0.2794, -0.2706, -0.2706, -0.2989, -0.3113, -0.3183, -0.33, -0.33, -0.2801, -0.257, -0.1977, -0.23, -0.2212, -0.2162, -0.1409, -0.1562, -0.1838, -0.1685, -0.1297, -0.1297, -0.2053, -0.2087, -0.2248, -0.2436, -0.268, -0.2167, -0.1962, -0.2404, -0.3182, -0.2944, -0.2801, -0.3406, -0.4088, -0.3109, -0.2566, -0.2653, -0.2908, -0.2818, -0.2155, -0.2155, -0.2195, -0.1852, -0.1387, -0.2163, -0.1947, -0.179, -0.1506, -0.1606, -0.2701, -0.2716, -0.3053, -0.2174, -0.2344, -0.285, -0.2401, -0.2282, -0.1036, -0.1353, -0.096, 0.0393, -0.0689, -0.0511, -0.0274, -0.0586, -0.0864, -0.0803, -0.0788, -0.1518, -0.1931, -0.2616, -0.1695]}
{"unit_id": "quote:1989834176141627492", "ticker_idx": 0, "ts": "2025-11-15T23:13:31+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Exceptional analysis. Long $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author endorses bullish NBIS thesis on CEO's track record of meeting/beating guidance.", "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": "Exceptional analysis. Long $NBIS", "reply_text": null, "parent_text": null, "quoted_text": "The results of my research on $NBIS Founder CEO Arkady Volozh's history of meeting or exceeding revenue guidance.  In summary this is not a man I would be willing to bet against as he leads Nebius into 2026.\n\nLooking back at his days at Yandex, Arkady met or exceeded revenue", "parent_author": null, "ret_m1d": -0.028378720006289493, "ret_signed_m1d": -0.028378720006289493, "alpha_spy_m1d": -0.037782956280850044, "alpha_c_m1d": -0.02972793004848362, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.0013492100421941267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053035559206290994, "ret_signed_p1d": 0.053035559206290994, "alpha_spy_p1d": 0.06143302087697655, "alpha_c_p1d": 0.04736908475964374, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": 0.005666474446647252, "ret_p1w": 0.0688531976949256, "ret_signed_p1w": 0.0688531976949256, "alpha_spy_p1w": 0.06425624081677372, "alpha_c_p1w": 0.052393389128338574, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.01645980856658702, "ret_p1m": -0.058502049456895966, "ret_signed_p1m": -0.058502049456895966, "alpha_spy_p1m": -0.07833181117488786, "alpha_c_p1m": -0.10770158048436462, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.04919953102746866, "ret_p3m": 0.04361479243531097, "ret_signed_p3m": 0.04361479243531097, "alpha_spy_p3m": 0.017155480042950977, "alpha_c_p3m": 0.00915596103331806, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.034458831401992907, "ret_p6m": 1.083158799922375, "ret_signed_p6m": 1.083158799922375, "alpha_spy_p6m": 0.9679166669321648, "alpha_c_p6m": 1.0343549956278364, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.04880380429453868, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.058502049456895966, "alpha_spy_stated": -0.07833181117488786, "alpha_c_stated": -0.10770158048436462, "price_path": [-0.2153, -0.2303, -0.1977, -0.1856, -0.1803, -0.1847, -0.1621, -0.2054, -0.2054, -0.2356, -0.2365, -0.2451, -0.2385, -0.2549, 0.1133, 0.0862, 0.0373, 0.0515, 0.0579, 0.0401, 0.0942, 0.0947, 0.155, 0.2398, 0.2538, 0.3169, 0.2554, 0.2526, 0.2819, 0.3058, 0.3446, 0.4639, 0.4885, 0.4531, 0.3689, 0.4189, 0.5427, 0.5071, 0.5755, 0.4905, 0.4635, 0.431, 0.3194, 0.2677, 0.2128, 0.147, 0.2347, 0.3638, 0.4588, 0.417, 0.455, 0.4443, 0.5215, 0.4011, 0.2856, 0.3608, 0.2729, 0.2943, 0.2788, 0.1889, 0.0975, 0.0308, -0.0284, 0.0, 0.053, 0.1057, -0.0156, -0.0316, 0.0689, 0.0337, 0.1013, 0.1013, 0.1034, 0.1648, 0.1218, 0.1505, 0.1956, 0.1403, 0.1669, 0.1213, 0.0885, 0.0965, 0.0199, -0.0563, -0.0585, -0.1225, -0.0918, 0.0405, 0.0843, 0.0471, 0.0599, 0.0599, 0.0187, 0.0007, -0.0094, -0.0265, -0.0265, 0.0462, 0.0797, 0.1659, 0.119, 0.1317, 0.139, 0.2483, 0.2262, 0.1861, 0.2082, 0.2646, 0.2646, 0.1548, 0.1499, 0.1264, 0.0991, 0.0637, 0.1383, 0.1681, 0.1039, -0.0092, 0.0254, 0.0462, -0.0418, -0.1408, 0.0014, 0.0803, 0.0676, 0.0306, 0.0436, 0.1399, 0.1399, 0.1342, 0.184, 0.2516, 0.1389, 0.1702, 0.1931, 0.2342, 0.2198, 0.0606, 0.0585, 0.0095, 0.1372, 0.1125, 0.039, 0.1042, 0.1215, 0.3026, 0.2566, 0.3137, 0.5102, 0.353, 0.3789, 0.4134, 0.368, 0.3276, 0.3365, 0.3386, 0.2325, 0.1726, 0.073, 0.2068, 0.1857, 0.2656, 0.2656, 0.3089, 0.3654, 0.4538, 0.5856, 0.6861, 0.7976, 0.8835, 0.9396, 0.923, 0.8276, 0.8511, 0.8208, 0.816, 0.8269, 0.7116, 0.686, 0.5761, 0.6421, 0.6077, 0.7968, 1.0519, 1.0461, 1.269, 1.149, 1.0592, 1.1645, 1.0832]}
{"unit_id": "quote:2001517347597922376", "ticker_idx": 0, "ts": "2025-12-18T04:58:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We're gonna look back and think about how obvious the memory trade was", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on the memory trade, drawing analogy to Nvidia's AI-inflection quarter; implies Micron's guidance raise marks a similarly obvious inflection point.", "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": "We're gonna look back and think about how obvious the memory trade was", "reply_text": null, "parent_text": null, "quoted_text": "The scale and scope of Micron’s guidance raise is similar to the “Big Bang” Nvidia quarter in May 2023 that sparked the entire AI trade\n\nI chronicled it in a chapter in my book https://t.co/XqVJLkksfw", "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.46005451856089974, "alpha_spy_stated": 0.4345783951884836, "alpha_c_stated": 0.30343575761179387, "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": "reply:1986467827877130529", "ticker_idx": 0, "ts": "2025-11-06T16:16:51+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD wont decelerate they have something called a \"MOAT\" and unparalleled execution", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish HOOD; argues it will sustain growth via durable moat and execution, rejecting deceleration 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": "you know you lost the argument when you change the subject. But get ready to lose two in one day because $HOOD wont decelerate they have something called a \"MOAT\" and unparalleled execution. a dumbass app to learn a language could never replicate that. adding in my  good friend @RKGcapital for the RKO outta nowhere.", "reply_text": null, "parent_text": "@RJCcapital And what happens next year when $HOOD doesn't hold up 100% YoY growth in Q3.\n\nAre you going to put up graphs of its decelerating growth rate?\n\nWill you sell out?", "quoted_text": null, "parent_author": "DataDInvesting", "ret_m1d": 0.12118345667761132, "ret_signed_m1d": 0.12118345667761132, "alpha_spy_m1d": 0.11033763319735002, "alpha_c_m1d": 0.1175582446752399, "bench_spy_m1d": 0.010845823480261307, "bench_c_m1d": 0.003625212002371425, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025810503084957803, "ret_signed_p1d": 0.025810503084957803, "alpha_spy_p1d": 0.02482593800629873, "alpha_c_p1d": 0.01875089134444874, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.007059611740509064, "ret_p1w": -0.04367330006129688, "ret_signed_p1w": -0.04367330006129688, "alpha_spy_p1w": -0.04625415691752466, "alpha_c_p1w": -0.054549009741099996, "bench_spy_p1w": 0.0025808568562277756, "bench_c_p1w": 0.010875709679803114, "ret_p1m": 0.038322277675616245, "ret_signed_p1m": 0.038322277675616245, "alpha_spy_p1m": 0.015377706467754937, "alpha_c_p1m": 0.014090298880973684, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.02423197879464256, "ret_p3m": -0.3148410572846968, "ret_signed_p3m": -0.3148410572846968, "alpha_spy_p3m": -0.3465539866054287, "alpha_c_p3m": -0.33978073592884817, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.024939678644151364, "ret_p6m": -0.4203651038655478, "ret_signed_p6m": -0.4203651038655478, "alpha_spy_p6m": -0.5015863060944254, "alpha_c_p6m": -0.4195881516884793, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": -0.0007769521770685239, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": -0.3148410572846968, "alpha_spy_stated": -0.3465539866054287, "alpha_c_stated": -0.33978073592884817, "price_path": [-0.1059, -0.1022, -0.1453, -0.1288, -0.1016, -0.0949, -0.1541, -0.1711, -0.1635, -0.1398, -0.1506, -0.1438, -0.1901, -0.1841, -0.1814, -0.1814, -0.2065, -0.2066, -0.1902, -0.2033, -0.0771, -0.0675, -0.0757, -0.0734, -0.0948, -0.0964, -0.0763, -0.0664, -0.0486, -0.0181, -0.0172, -0.0069, -0.0022, -0.0349, -0.0417, 0.0759, 0.1267, 0.0949, 0.1465, 0.1699, 0.1352, 0.141, 0.1872, 0.1997, 0.0935, 0.107, 0.0619, 0.0556, 0.0343, 0.0223, 0.0686, 0.0375, 0.0011, 0.0571, 0.1, 0.1478, 0.1508, 0.1394, 0.0865, 0.155, 0.1574, 0.0765, 0.1212, 0.0, 0.0258, 0.0692, 0.0382, 0.0464, -0.0437, -0.036, -0.0874, -0.1006, -0.0702, -0.1642, -0.1556, -0.0953, -0.0906, 0.0088, 0.0088, 0.0111, -0.0302, -0.0089, 0.0516, 0.0787, 0.0383, 0.0736, 0.0679, 0.0675, -0.0291, -0.0596, -0.093, -0.0604, -0.0888, -0.0781, -0.0451, -0.0371, -0.0538, -0.0523, -0.0523, -0.0704, -0.0759, -0.0915, -0.11, -0.11, -0.0934, -0.0302, -0.0423, -0.0796, -0.092, -0.0929, -0.0752, -0.0538, -0.0583, -0.1316, -0.1443, -0.1443, -0.1676, -0.1665, -0.1639, -0.1581, -0.158, -0.1719, -0.1863, -0.2033, -0.2172, -0.2925, -0.3148, -0.3656, -0.4281, -0.3483, -0.3189, -0.3264, -0.3864, -0.4404, -0.4022, -0.4022, -0.4064, -0.4082, -0.4047, -0.4011, -0.4352, -0.4225, -0.3899, -0.3748, -0.4031, -0.3801, -0.4014, -0.3531, -0.3661, -0.3934, -0.3756, -0.382, -0.3808, -0.401, -0.4225, -0.4074, -0.3913, -0.4106, -0.4164, -0.4422, -0.4296, -0.4564, -0.4292, -0.4464, -0.4805, -0.4873, -0.4547, -0.4483, -0.4578, -0.4578, -0.4509, -0.4519, -0.4348, -0.4482, -0.4555, -0.436, -0.3776, -0.3129, -0.3166, -0.2859, -0.2818, -0.3199, -0.3041, -0.3426, -0.3334, -0.3394, -0.3542, -0.4397, -0.4264, -0.4204]}
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{"unit_id": "reply:1974511856015335501", "ticker_idx": 0, "ts": "2025-10-04T16:28:05+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "just open on $SOFI", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Has an open short position on SOFI.", "resolved_tickers": ["SOFI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@whyp3rk Closed my short on $DKNG just open on $SOFI", "reply_text": null, "parent_text": "@RJCcapital You shorting anything at the moment?", "quoted_text": null, "parent_author": "JordaanTrades", "ret_m1d": -0.04248864997345925, "ret_signed_m1d": 0.04248864997345925, "alpha_spy_m1d": 0.03891519339414551, "alpha_c_m1d": 0.04286110699260226, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": 0.0003724570191430132, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06752650751449041, "ret_signed_p1d": -0.06752650751449041, "alpha_spy_p1d": -0.07123402140380819, "alpha_c_p1d": -0.06622297985038905, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": 0.001303527664101356, "ret_p1w": 0.029590241321563848, "ret_signed_p1w": -0.029590241321563848, "alpha_spy_p1w": -0.04235060961905346, "alpha_c_p1w": -0.04895707157931062, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01936683025774677, "ret_p1m": 0.1141881699236309, "ret_signed_p1m": -0.1141881699236309, "alpha_spy_p1m": -0.10878317710893781, "alpha_c_p1m": -0.13802426870239615, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.023836098778765247, "ret_p3m": -0.006828539491956387, "ret_signed_p3m": 0.006828539491956387, "alpha_spy_p3m": 0.02518000477134208, "alpha_c_p3m": 0.030318713421474963, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.023490173929518576, "ret_p6m": -0.39757208851486714, "ret_signed_p6m": 0.39757208851486714, "alpha_spy_p6m": 0.37141561055501593, "alpha_c_p6m": 0.32489457913064, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.07267750938422712, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1141881699236309, "alpha_spy_stated": -0.10878317710893781, "alpha_c_stated": -0.13802426870239615, "price_path": [-0.2329, -0.2045, -0.1958, -0.1908, -0.2049, -0.1885, -0.162, -0.1726, -0.1973, -0.2041, -0.1821, -0.184, -0.1958, -0.2026, -0.1502, -0.1703, -0.1434, -0.1946, -0.1726, -0.1829, -0.1859, -0.1624, -0.1616, -0.1495, -0.1028, -0.0967, -0.1165, -0.0983, -0.0808, -0.1369, -0.1457, -0.1149, -0.0508, -0.008, -0.0281, -0.0531, -0.0121, -0.0311, -0.0311, -0.055, -0.0709, -0.0372, -0.0288, -0.0152, -0.0148, -0.0319, -0.0152, 0.0072, 0.0497, 0.0402, 0.0296, 0.0664, 0.1195, 0.1309, 0.1036, 0.0789, 0.0668, 0.0615, 0.0451, 0.0023, -0.0228, -0.0148, -0.0425, 0.0, 0.0675, 0.063, 0.0793, -0.0064, 0.0296, 0.0573, 0.0634, 0.0091, 0.0068, 0.088, 0.0907, 0.0315, 0.0653, 0.1005, 0.1381, 0.2011, 0.1722, 0.1013, 0.1259, 0.162, 0.1142, 0.1407, 0.0303, 0.0702, 0.1586, 0.1741, 0.2219, 0.077, 0.0554, 0.0258, -0.0046, 0.0137, -0.055, -0.0444, 0.0395, 0.0747, 0.0808, 0.0808, 0.1275, 0.1013, 0.1195, 0.1028, 0.1229, 0.0539, 0.0474, 0.0178, 0.0277, 0.0269, 0.0349, -0.0205, 0.0083, -0.0414, -0.0027, 0.0334, 0.0376, 0.0315, 0.0425, 0.0425, 0.0269, 0.0175, 0.0076, -0.0068, -0.0068, 0.0417, 0.1108, 0.0235, 0.0243, 0.0516, 0.0395, 0.0091, 0.0296, 0.0118, 0.003, -0.0087, -0.0087, -0.033, -0.0273, -0.0102, -0.0193, -0.0212, -0.0341, -0.0668, -0.0759, -0.1347, -0.1624, -0.1745, -0.2128, -0.2618, -0.2086, -0.1901, -0.1965, -0.2204, -0.2678, -0.2561, -0.2561, -0.2599, -0.2587, -0.2678, -0.2785, -0.3088, -0.2921, -0.2682, -0.2754, -0.3263, -0.3024, -0.294, -0.2906, -0.2697, -0.283, -0.2872, -0.3061, -0.297, -0.3285, -0.3263, -0.3312, -0.341, -0.3483, -0.352, -0.3589, -0.3494, -0.3665, -0.3718, -0.398, -0.4222, -0.4253, -0.3976]}
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{"unit_id": "orig:1988236232397082842", "ticker_idx": 0, "ts": "2025-11-11T13:23:52+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 never seen demand like this in my lifetime. Have had to say no to customers", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NBIS CRO citing unprecedented demand, implying strong bullish momentum for the stock.", "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 CRO MARC BORODITSKY: “i have never seen demand like this in my lifetime. Have had to say no to customers” https://t.co/vX9IPZR7Lh", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07562116645693662, "ret_signed_m1d": 0.07562116645693662, "alpha_spy_m1d": 0.07790511512197362, "alpha_c_m1d": 0.08367728376365802, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.0080561173067214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07689298098696984, "ret_signed_p1d": -0.07689298098696984, "alpha_spy_p1d": -0.07744937135333418, "alpha_c_p1d": -0.07111364963830213, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": -0.0057793313486677045, "ret_p1w": -0.11426335517212038, "ret_signed_p1w": -0.11426335517212038, "alpha_spy_p1w": -0.0807055825248475, "alpha_c_p1w": -0.09333511222003488, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928242952085507, "ret_p1m": -0.08442579514531079, "ret_signed_p1m": -0.08442579514531079, "alpha_spy_p1m": -0.09111698623787501, "alpha_c_p1m": -0.10955706560117828, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131270455867494, "ret_p3m": -0.15769910540088283, "ret_signed_p3m": -0.15769910540088283, "alpha_spy_p3m": -0.17184367481015295, "alpha_c_p3m": -0.1746409168485713, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.01694181144768847, "ret_p6m": 0.9085305616135924, "ret_signed_p6m": 0.9085305616135924, "alpha_spy_p6m": 0.8279910963268098, "alpha_c_p6m": 0.8743309768604137, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.034199584753178636, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08442579514531079, "alpha_spy_stated": -0.09111698623787501, "alpha_c_stated": -0.10955706560117828, "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:1996668276512903476", "ticker_idx": 0, "ts": "2025-12-04T19:49:48+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are still early", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still bullish on FLNC; implies more upside ahead.", "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": "@_stockResearch We are still early", "reply_text": null, "parent_text": "@RJCcapital I am so bummed about missing $FLNC. This is insanely inspiring!", "quoted_text": null, "parent_author": "_stockResearch", "ret_m1d": -0.14952869529999557, "ret_signed_m1d": -0.14952869529999557, "alpha_spy_m1d": -0.14879808968684027, "alpha_c_m1d": -0.14879808968684027, "bench_spy_m1d": -0.0007306056131552996, "bench_c_m1d": -0.0007306056131552996, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026563792966214805, "ret_signed_p1d": 0.026563792966214805, "alpha_spy_p1d": 0.024664398213392946, "alpha_c_p1d": 0.024664398213392946, "bench_spy_p1d": 0.001899394752821859, "bench_c_p1d": 0.001899394752821859, "ret_p1w": 0.10497004057079251, "ret_signed_p1w": 0.10497004057079251, "alpha_spy_p1w": 0.09798581059179168, "alpha_c_p1w": 0.09798581059179168, "bench_spy_p1w": 0.006984229979000833, "bench_c_p1w": 0.006984229979000833, "ret_p1m": -0.014138814119479148, "ret_signed_p1m": -0.014138814119479148, "alpha_spy_p1m": -0.015305714924638059, "alpha_c_p1m": -0.015305714924638059, "bench_spy_p1m": 0.0011669008051589103, "bench_c_p1m": 0.0011669008051589103, "ret_p3m": -0.36075407117597436, "ret_signed_p3m": -0.36075407117597436, "alpha_spy_p3m": -0.35775917264652835, "alpha_c_p3m": -0.35775917264652835, "bench_spy_p3m": -0.0029948985294460106, "bench_c_p3m": -0.0029948985294460106, "ret_p6m": -0.1910883017422249, "ret_signed_p6m": -0.1910883017422249, "alpha_spy_p6m": -0.30271665664948033, "alpha_c_p6m": -0.30271665664948033, "bench_spy_p6m": 0.11162835490725542, "bench_c_p6m": 0.11162835490725542, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014138814119479148, "alpha_spy_stated": -0.015305714924638059, "alpha_c_stated": -0.015305714924638059, "price_path": [-0.6911, -0.7095, -0.7104, -0.7027, -0.7001, -0.6834, -0.6787, -0.6812, -0.6607, -0.599, -0.5458, -0.5626, -0.521, -0.4974, -0.4897, -0.5116, -0.5373, -0.4237, -0.4409, -0.4092, -0.3462, -0.4075, -0.359, -0.3616, -0.4392, -0.3192, -0.2095, -0.0814, -0.1611, -0.2149, -0.2095, -0.3033, -0.3479, -0.3132, -0.1637, -0.1971, -0.2245, -0.1311, -0.123, -0.1003, -0.1084, -0.1782, -0.1123, -0.1508, -0.1093, -0.0664, -0.1118, -0.1769, -0.3038, -0.2326, -0.2618, -0.2708, -0.2798, -0.3355, -0.3402, -0.3231, -0.2815, -0.1864, -0.1864, -0.1585, -0.1692, -0.1448, -0.1495, 0.0, 0.0266, -0.0206, 0.0257, 0.0201, 0.105, -0.0493, -0.078, -0.087, -0.2044, -0.1727, -0.1448, -0.1238, -0.1572, -0.1504, -0.1504, -0.1341, -0.1444, -0.1491, -0.1525, -0.1525, -0.0141, -0.0467, -0.0647, -0.1191, -0.0925, -0.006, -0.0026, 0.0206, -0.0296, 0.0925, 0.1602, 0.1602, 0.093, 0.1285, 0.1684, 0.1542, 0.162, 0.2185, 0.3278, 0.3526, 0.3183, 0.3235, 0.3809, 0.2421, -0.1881, -0.1671, -0.1688, -0.1864, -0.2494, -0.2528, -0.2091, -0.2091, -0.2382, -0.2532, -0.2905, -0.2909, -0.3115, -0.2935, -0.3003, -0.3059, -0.3342, -0.3522, -0.3608, -0.3231, -0.3248, -0.3668, -0.3273, -0.2768, -0.2669, -0.2965, -0.2982, -0.2811, -0.2931, -0.3149, -0.3132, -0.3518, -0.3419, -0.3081, -0.2995, -0.359, -0.3937, -0.443, -0.4105, -0.4422, -0.4302, -0.4302, -0.4344, -0.4323, -0.4379, -0.419, -0.4096, -0.4152, -0.3659, -0.3483, -0.3582, -0.4201, -0.4589, -0.4529, -0.4216, -0.4207, -0.4267, -0.4276, -0.4709, -0.4931, -0.4781, -0.4777, -0.4717, -0.4563, -0.419, -0.1872, 0.0351, 0.081, -0.0883, -0.0531, -0.1028, -0.1101, -0.1628, -0.2326, -0.1885, -0.135, -0.0793, -0.0793, -0.0861, -0.0908, -0.0848, -0.1911]}
{"unit_id": "quote:1983712304962400403", "ticker_idx": 0, "ts": "2025-10-30T01:47:23+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 $FLNC will be up at least 20% tmrw", "tweet_type": "prediction", "timeline": "intraday", "summary": "Predicts NBIS and FLNC each rise at least 20% tomorrow on MSFT CFO comments about persistent power/infrastructure demand shortfall.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS $FLNC will be up at least 20% tmrw", "reply_text": null, "parent_text": null, "quoted_text": "\"We've been short [power and infrastructure] for many quarters. I thought we were going to catch up. We are not. Demand is increasing.\" \n\n- MSFT CFO Amy Hood addressing analyst question on overbuilding. https://t.co/JKEpIbLLxn", "parent_author": null, "ret_m1d": 0.007408585655374278, "ret_signed_m1d": 0.007408585655374278, "alpha_spy_m1d": -0.003711906743655291, "alpha_c_m1d": -0.009823732722910039, "bench_spy_m1d": 0.011120492399029569, "bench_c_m1d": 0.017232318378284317, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05347082463138153, "ret_signed_p1d": 0.05347082463138153, "alpha_spy_p1d": 0.05019060254379837, "alpha_c_p1d": 0.04918466473649907, "bench_spy_p1d": 0.0032802220875831622, "bench_c_p1d": 0.0042861598948824575, "ret_p1w": -0.11869864573639544, "ret_signed_p1w": -0.11869864573639544, "alpha_spy_p1w": -0.10469514988650641, "alpha_c_p1w": -0.1019036438858475, "bench_spy_p1w": -0.014003495849889025, "bench_c_p1w": -0.01679500185054794, "ret_p1m": -0.2360283257091611, "ret_signed_p1m": -0.2360283257091611, "alpha_spy_p1m": -0.24126494915883834, "alpha_c_p1m": -0.2453880711470353, "bench_spy_p1m": 0.005236623449677236, "bench_c_p1m": 0.009359745437874212, "ret_p3m": -0.2118698461421823, "ret_signed_p3m": -0.2118698461421823, "alpha_spy_p3m": -0.23792794995909305, "alpha_c_p3m": -0.2377485601002699, "bench_spy_p3m": 0.02605810381691076, "bench_c_p3m": 0.025878713958087607, "ret_p6m": 0.18505398051586086, "ret_signed_p6m": 0.18505398051586086, "alpha_spy_p6m": 0.1288999567263751, "alpha_c_p6m": 0.1678745926566405, "bench_spy_p6m": 0.05615402378948575, "bench_c_p6m": 0.017179387859220352, "ret_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": 0.05347082463138153, "alpha_spy_stated": 0.05019060254379837, "alpha_c_stated": 0.04918466473649907, "price_path": [-0.5638, -0.5557, -0.5564, -0.4741, -0.4461, -0.4344, -0.3934, -0.4312, -0.4487, -0.4233, -0.4158, -0.4589, -0.4567, -0.4671, -0.4445, -0.4361, -0.4324, -0.4355, -0.4199, -0.4498, -0.4498, -0.4708, -0.4713, -0.4773, -0.4728, -0.4841, -0.2292, -0.2479, -0.2818, -0.2719, -0.2675, -0.2798, -0.2424, -0.2421, -0.2003, -0.1416, -0.1319, -0.0882, -0.1308, -0.1327, -0.1124, -0.0959, -0.069, 0.0136, 0.0306, 0.0061, -0.0522, -0.0176, 0.0681, 0.0435, 0.0908, 0.032, 0.0133, -0.0092, -0.0865, -0.1222, -0.1603, -0.2058, -0.1451, -0.0557, 0.0101, -0.0189, 0.0074, 0.0, 0.0535, -0.0299, -0.1098, -0.0578, -0.1187, -0.1039, -0.1146, -0.1768, -0.2401, -0.2863, -0.3273, -0.3076, -0.2709, -0.2344, -0.3184, -0.3295, -0.2599, -0.2843, -0.2375, -0.2375, -0.236, -0.1935, -0.2233, -0.2034, -0.1722, -0.2105, -0.1921, -0.2236, -0.2463, -0.2408, -0.2938, -0.3466, -0.3481, -0.3924, -0.3712, -0.2796, -0.2492, -0.275, -0.2661, -0.2661, -0.2947, -0.3071, -0.3141, -0.3259, -0.3259, -0.2756, -0.2525, -0.1928, -0.2252, -0.2165, -0.2114, -0.1357, -0.151, -0.1788, -0.1634, -0.1244, -0.1244, -0.2004, -0.2038, -0.2201, -0.239, -0.2635, -0.2119, -0.1913, -0.2357, -0.314, -0.2901, -0.2756, -0.3365, -0.4051, -0.3067, -0.2521, -0.2608, -0.2864, -0.2774, -0.2107, -0.2107, -0.2147, -0.1802, -0.1334, -0.2115, -0.1898, -0.1739, -0.1454, -0.1554, -0.2657, -0.2671, -0.301, -0.2126, -0.2297, -0.2806, -0.2355, -0.2235, -0.0981, -0.13, -0.0904, 0.0457, -0.0632, -0.0453, -0.0214, -0.0528, -0.0808, -0.0746, -0.0732, -0.1466, -0.1881, -0.257, -0.1644, -0.179, -0.1237, -0.1237, -0.0937, -0.0546, 0.0066, 0.0978, 0.1674, 0.2446, 0.3041, 0.343, 0.3315, 0.2654, 0.2817, 0.2607, 0.2574, 0.2649, 0.1851]}
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{"unit_id": "reply:1985499829758300659", "ticker_idx": 0, "ts": "2025-11-04T00:10:22+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Put a million into $FLNC or $NBIS thank me later", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends deploying into FLNC and NBIS as buy-and-hold calls.", "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": "@kevinxu Put a million into $FLNC or $NBIS thank me later", "reply_text": null, "parent_text": "i have $2M in cash (SGOV) still waiting to deploy.\n\ni swear the market is waiting for me to buy the top before it crashes. https://t.co/qYYA1mR2X3", "quoted_text": null, "parent_author": "kevinxu", "ret_m1d": 0.08498431359913705, "ret_signed_m1d": 0.08498431359913705, "alpha_spy_m1d": 0.0729885741737204, "alpha_c_m1d": 0.0729885741737204, "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": 0.08029191781415856, "ret_signed_p1d": 0.08029191781415856, "alpha_spy_p1d": 0.07682644147384532, "alpha_c_p1d": 0.07682644147384532, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": 0.08081330617300742, "ret_signed_p1w": 0.08081330617300742, "alpha_spy_p1w": 0.0693212018795224, "alpha_c_p1w": 0.0693212018795224, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": 0.03493222448558275, "ret_signed_p1m": 0.03493222448558275, "alpha_spy_p1m": 0.022121974170902003, "alpha_c_p1m": 0.022121974170902003, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": 0.6042752850978992, "ret_signed_p3m": 0.6042752850978992, "alpha_spy_p3m": 0.5764708161973686, "alpha_c_p3m": 0.5764708161973686, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.38321169262371213, "ret_signed_p6m": -0.38321169262371213, "alpha_spy_p6m": -0.44302998478658995, "alpha_c_p6m": -0.44302998478658995, "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": 0.03493222448558275, "alpha_spy_stated": 0.022121974170902003, "alpha_c_stated": 0.022121974170902003, "price_path": [-0.5271, -0.5209, -0.5235, -0.6157, -0.6064, -0.6056, -0.5855, -0.5798, -0.5923, -0.61, -0.6434, -0.6069, -0.6105, -0.6048, -0.6204, -0.5959, -0.6142, -0.6142, -0.6387, -0.6481, -0.6481, -0.6064, -0.6241, -0.6465, -0.6475, -0.6382, -0.635, -0.6147, -0.609, -0.6121, -0.5871, -0.512, -0.4473, -0.4677, -0.4171, -0.3884, -0.379, -0.4056, -0.4369, -0.2987, -0.3196, -0.281, -0.2044, -0.2789, -0.22, -0.2231, -0.3175, -0.1715, -0.0381, 0.1178, 0.0209, -0.0446, -0.0381, -0.1522, -0.2065, -0.1642, 0.0177, -0.0229, -0.0563, 0.0574, 0.0673, 0.0949, 0.085, 0.0, 0.0803, 0.0334, 0.0839, 0.1361, 0.0808, 0.0016, -0.1528, -0.0662, -0.1017, -0.1126, -0.1236, -0.1913, -0.1971, -0.1762, -0.1257, -0.0099, -0.0099, 0.024, 0.0109, 0.0407, 0.0349, 0.2169, 0.2492, 0.1919, 0.2482, 0.2414, 0.3446, 0.1569, 0.122, 0.1111, -0.0318, 0.0068, 0.0407, 0.0662, 0.0255, 0.0339, 0.0339, 0.0537, 0.0412, 0.0355, 0.0313, 0.0313, 0.1997, 0.1601, 0.1382, 0.0719, 0.1043, 0.2096, 0.2138, 0.2419, 0.1809, 0.3295, 0.4119, 0.4119, 0.33, 0.3733, 0.4218, 0.4046, 0.414, 0.4828, 0.6157, 0.646, 0.6043, 0.6105, 0.6804, 0.5115, -0.012, 0.0136, 0.0115, -0.0099, -0.0865, -0.0907, -0.0375, -0.0375, -0.073, -0.0912, -0.1366, -0.1371, -0.1621, -0.1403, -0.1486, -0.1554, -0.1898, -0.2117, -0.2221, -0.1762, -0.1783, -0.2294, -0.1814, -0.1199, -0.1079, -0.1439, -0.146, -0.1251, -0.1397, -0.1663, -0.1642, -0.2112, -0.1992, -0.158, -0.1475, -0.22, -0.2623, -0.3222, -0.2826, -0.3212, -0.3066, -0.3066, -0.3118, -0.3092, -0.316, -0.293, -0.2815, -0.2883, -0.2284, -0.207, -0.219, -0.2943, -0.3415, -0.3342, -0.2961, -0.2951, -0.3024, -0.3034, -0.3561, -0.3832]}
{"unit_id": "reply:1985499829758300659", "ticker_idx": 1, "ts": "2025-11-04T00:10:22+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Put a million into $FLNC or $NBIS thank me later", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends deploying into FLNC and NBIS as buy-and-hold calls.", "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": "@kevinxu Put a million into $FLNC or $NBIS thank me later", "reply_text": null, "parent_text": "i have $2M in cash (SGOV) still waiting to deploy.\n\ni swear the market is waiting for me to buy the top before it crashes. https://t.co/qYYA1mR2X3", "quoted_text": null, "parent_author": "kevinxu", "ret_m1d": 0.0898317371352666, "ret_signed_m1d": 0.0898317371352666, "alpha_spy_m1d": 0.07783599770984995, "alpha_c_m1d": 0.08291749117351288, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.006914245961753718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05844037480521891, "ret_signed_p1d": 0.05844037480521891, "alpha_spy_p1d": 0.054974898464905664, "alpha_c_p1d": 0.05303313938032361, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.005407235424895296, "ret_p1w": -0.07526686833648766, "ret_signed_p1w": -0.07526686833648766, "alpha_spy_p1w": -0.08675897262997267, "alpha_c_p1w": -0.08758848620917004, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.012321617872682378, "ret_p1m": -0.10512034241307655, "ret_signed_p1m": -0.10512034241307655, "alpha_spy_p1m": -0.1179305927277573, "alpha_c_p1m": -0.12568585318407666, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.020565510771000106, "ret_p3m": -0.22932873407060217, "ret_signed_p3m": -0.22932873407060217, "alpha_spy_p3m": -0.25713320297113273, "alpha_c_p3m": -0.2972194120335808, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.06789067796297865, "ret_p6m": 0.2772752060071093, "ret_signed_p6m": 0.2772752060071093, "alpha_spy_p6m": 0.2174569138442315, "alpha_c_p6m": 0.24871093125362687, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.028564274753482444, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10512034241307655, "alpha_spy_stated": -0.1179305927277573, "alpha_c_stated": -0.12568585318407666, "price_path": [-0.4092, -0.3778, -0.3646, -0.3185, -0.361, -0.3807, -0.3521, -0.3438, -0.3922, -0.3896, -0.4013, -0.376, -0.3666, -0.3624, -0.3658, -0.3483, -0.3819, -0.3819, -0.4055, -0.4061, -0.4128, -0.4077, -0.4205, -0.1341, -0.1551, -0.1931, -0.1821, -0.1771, -0.191, -0.1489, -0.1485, -0.1016, -0.0356, -0.0248, 0.0243, -0.0235, -0.0257, -0.0029, 0.0157, 0.0459, 0.1387, 0.1578, 0.1303, 0.0648, 0.1037, 0.1999, 0.1722, 0.2254, 0.1593, 0.1383, 0.1131, 0.0262, -0.0139, -0.0566, -0.1078, -0.0396, 0.0608, 0.1347, 0.1021, 0.1317, 0.1234, 0.1835, 0.0898, 0.0, 0.0584, -0.01, 0.0067, -0.0053, -0.0753, -0.1464, -0.1982, -0.2443, -0.2222, -0.1809, -0.1399, -0.2343, -0.2468, -0.1686, -0.1959, -0.1434, -0.1434, -0.1418, -0.094, -0.1275, -0.1051, -0.07, -0.1131, -0.0924, -0.1278, -0.1533, -0.1471, -0.2067, -0.266, -0.2677, -0.3174, -0.2936, -0.1907, -0.1566, -0.1855, -0.1756, -0.1756, -0.2076, -0.2216, -0.2295, -0.2428, -0.2428, -0.1863, -0.1602, -0.0932, -0.1296, -0.1198, -0.1141, -0.029, -0.0462, -0.0774, -0.0602, -0.0164, -0.0164, -0.1018, -0.1056, -0.1238, -0.1451, -0.1726, -0.1146, -0.0915, -0.1414, -0.2293, -0.2025, -0.1863, -0.2547, -0.3317, -0.2211, -0.1598, -0.1696, -0.1984, -0.1883, -0.1134, -0.1134, -0.1178, -0.0791, -0.0265, -0.1142, -0.0898, -0.072, -0.04, -0.0512, -0.175, -0.1767, -0.2148, -0.1154, -0.1347, -0.1919, -0.1411, -0.1276, 0.0132, -0.0226, 0.0218, 0.1747, 0.0524, 0.0726, 0.0993, 0.064, 0.0327, 0.0395, 0.0412, -0.0413, -0.0879, -0.1654, -0.0613, -0.0777, -0.0156, -0.0156, 0.0181, 0.0621, 0.1308, 0.2333, 0.3115, 0.3982, 0.465, 0.5087, 0.4957, 0.4216, 0.4398, 0.4162, 0.4125, 0.421, 0.3313, 0.3114, 0.2259, 0.2773]}
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{"unit_id": "orig:1985512352658112696", "ticker_idx": 1, "ts": "2025-11-04T01:00:08+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 -$60", "tweet_type": "prediction", "timeline": "years", "summary": "2026 year-end price targets: NBIS $300, FLNC $60, FIX $1600, HOOD $225, RKLB $100.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "My realistic 2026 Year End Price Targets\n\n$NBIS - $300\n$FLNC -$60\n$FIX - $1600\n$HOOD - $225\n$RKLB - $100", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08498431359913705, "ret_signed_m1d": 0.08498431359913705, "alpha_spy_m1d": 0.0729885741737204, "alpha_c_m1d": 0.0729885741737204, "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": 0.08029191781415856, "ret_signed_p1d": 0.08029191781415856, "alpha_spy_p1d": 0.07682644147384532, "alpha_c_p1d": 0.07682644147384532, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": 0.08081330617300742, "ret_signed_p1w": 0.08081330617300742, "alpha_spy_p1w": 0.0693212018795224, "alpha_c_p1w": 0.0693212018795224, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": 0.03493222448558275, "ret_signed_p1m": 0.03493222448558275, "alpha_spy_p1m": 0.022121974170902003, "alpha_c_p1m": 0.022121974170902003, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": 0.6042752850978992, "ret_signed_p3m": 0.6042752850978992, "alpha_spy_p3m": 0.5764708161973686, "alpha_c_p3m": 0.5764708161973686, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.38321169262371213, "ret_signed_p6m": -0.38321169262371213, "alpha_spy_p6m": -0.44302998478658995, "alpha_c_p6m": -0.44302998478658995, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5271, -0.5209, -0.5235, -0.6157, -0.6064, -0.6056, -0.5855, -0.5798, -0.5923, -0.61, -0.6434, -0.6069, -0.6105, -0.6048, -0.6204, -0.5959, -0.6142, -0.6142, -0.6387, -0.6481, -0.6481, -0.6064, -0.6241, -0.6465, -0.6475, -0.6382, -0.635, -0.6147, -0.609, -0.6121, -0.5871, -0.512, -0.4473, -0.4677, -0.4171, -0.3884, -0.379, -0.4056, -0.4369, -0.2987, -0.3196, -0.281, -0.2044, -0.2789, -0.22, -0.2231, -0.3175, -0.1715, -0.0381, 0.1178, 0.0209, -0.0446, -0.0381, -0.1522, -0.2065, -0.1642, 0.0177, -0.0229, -0.0563, 0.0574, 0.0673, 0.0949, 0.085, 0.0, 0.0803, 0.0334, 0.0839, 0.1361, 0.0808, 0.0016, -0.1528, -0.0662, -0.1017, -0.1126, -0.1236, -0.1913, -0.1971, -0.1762, -0.1257, -0.0099, -0.0099, 0.024, 0.0109, 0.0407, 0.0349, 0.2169, 0.2492, 0.1919, 0.2482, 0.2414, 0.3446, 0.1569, 0.122, 0.1111, -0.0318, 0.0068, 0.0407, 0.0662, 0.0255, 0.0339, 0.0339, 0.0537, 0.0412, 0.0355, 0.0313, 0.0313, 0.1997, 0.1601, 0.1382, 0.0719, 0.1043, 0.2096, 0.2138, 0.2419, 0.1809, 0.3295, 0.4119, 0.4119, 0.33, 0.3733, 0.4218, 0.4046, 0.414, 0.4828, 0.6157, 0.646, 0.6043, 0.6105, 0.6804, 0.5115, -0.012, 0.0136, 0.0115, -0.0099, -0.0865, -0.0907, -0.0375, -0.0375, -0.073, -0.0912, -0.1366, -0.1371, -0.1621, -0.1403, -0.1486, -0.1554, -0.1898, -0.2117, -0.2221, -0.1762, -0.1783, -0.2294, -0.1814, -0.1199, -0.1079, -0.1439, -0.146, -0.1251, -0.1397, -0.1663, -0.1642, -0.2112, -0.1992, -0.158, -0.1475, -0.22, -0.2623, -0.3222, -0.2826, -0.3212, -0.3066, -0.3066, -0.3118, -0.3092, -0.316, -0.293, -0.2815, -0.2883, -0.2284, -0.207, -0.219, -0.2943, -0.3415, -0.3342, -0.2961, -0.2951, -0.3024, -0.3034, -0.3561, -0.3832]}
{"unit_id": "orig:1985512352658112696", "ticker_idx": 2, "ts": "2025-11-04T01:00:08+00:00", "symbol": "FIX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FIX - $1600", "tweet_type": "prediction", "timeline": "years", "summary": "2026 year-end price targets: NBIS $300, FLNC $60, FIX $1600, HOOD $225, RKLB $100.", "resolved_tickers": ["FIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "original", "lang": "en", "tweet_text": "My realistic 2026 Year End Price Targets\n\n$NBIS - $300\n$FLNC -$60\n$FIX - $1600\n$HOOD - $225\n$RKLB - $100", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02271011668163081, "ret_signed_m1d": 0.02271011668163081, "alpha_spy_m1d": 0.010714377256214158, "alpha_c_m1d": 0.010981005158752444, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011729111522878366, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0332859141491304, "ret_signed_p1d": 0.0332859141491304, "alpha_spy_p1d": 0.029820437808817157, "alpha_c_p1d": 0.029419847947133926, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0038660662019964764, "ret_p1w": -0.0014958560381959085, "ret_signed_p1w": -0.0014958560381959085, "alpha_spy_p1w": -0.012987960331680926, "alpha_c_p1w": -0.012176655651871648, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.01068079961367574, "ret_p1m": -0.0063542388907606995, "ret_signed_p1m": -0.0063542388907606995, "alpha_spy_p1m": -0.01916448920544145, "alpha_c_p1m": -0.016838568271693832, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.010484329380933133, "ret_p3m": 0.19545223443855386, "ret_signed_p3m": 0.19545223443855386, "alpha_spy_p3m": 0.1676477655380233, "alpha_c_p3m": 0.10766876964767369, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.08778346479088017, "ret_p6m": 0.8056192852310928, "ret_signed_p6m": 0.8056192852310928, "alpha_spy_p6m": 0.745800993068215, "alpha_c_p6m": 0.685174157107892, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.12044512812320085, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2741, -0.2769, -0.2753, -0.2488, -0.2661, -0.2784, -0.2878, -0.2722, -0.2846, -0.2875, -0.274, -0.2788, -0.277, -0.26, -0.2575, -0.2364, -0.2642, -0.2642, -0.2692, -0.267, -0.2427, -0.2612, -0.2512, -0.2578, -0.2133, -0.1999, -0.2116, -0.1819, -0.187, -0.2019, -0.1638, -0.1655, -0.1405, -0.1587, -0.1721, -0.1821, -0.1586, -0.1613, -0.1368, -0.1272, -0.1286, -0.1443, -0.1366, -0.1459, -0.1165, -0.1268, -0.1463, -0.115, -0.1298, -0.1243, -0.1226, -0.1339, -0.1247, -0.1324, -0.1729, -0.137, 0.0269, 0.0214, 0.0262, 0.0572, 0.0077, 0.0101, 0.0227, 0.0, 0.0333, 0.0019, -0.0007, 0.019, -0.0015, 0.018, -0.0606, -0.0479, -0.0372, -0.036, -0.026, -0.0829, -0.0642, -0.0108, 0.0017, 0.0163, 0.0163, 0.0226, 0.0061, -0.0205, -0.0064, 0.0516, 0.0483, 0.0357, 0.0296, 0.0691, 0.0728, 0.0132, 0.0137, 0.0137, -0.0749, -0.0386, -0.0153, -0.0048, 0.0105, 0.0028, 0.0028, 0.0089, -0.0049, -0.0088, -0.0231, -0.0231, 0.0505, 0.0805, 0.0835, 0.0835, 0.0169, 0.0576, 0.0867, 0.1233, 0.1023, 0.142, 0.1723, 0.1723, 0.1878, 0.2016, 0.1846, 0.1738, 0.1802, 0.2146, 0.2237, 0.2262, 0.1955, 0.2312, 0.2665, 0.1721, 0.2016, 0.2877, 0.3436, 0.3289, 0.4012, 0.3607, 0.4005, 0.4005, 0.4002, 0.3811, 0.4377, 0.5305, 0.4796, 0.5372, 0.5184, 0.5054, 0.4961, 0.5054, 0.4561, 0.4972, 0.4112, 0.3395, 0.4373, 0.449, 0.4738, 0.4387, 0.4299, 0.4809, 0.4918, 0.4902, 0.5129, 0.4209, 0.4748, 0.5306, 0.5401, 0.4229, 0.4314, 0.3333, 0.4442, 0.496, 0.4842, 0.4842, 0.5019, 0.4922, 0.5972, 0.6489, 0.6681, 0.7047, 0.7285, 0.7269, 0.6819, 0.7285, 0.7595, 0.7533, 0.806, 0.8577, 0.8077, 0.8788, 0.8005, 0.8056]}
{"unit_id": "orig:1985512352658112696", "ticker_idx": 3, "ts": "2025-11-04T01:00:08+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD - $225", "tweet_type": "prediction", "timeline": "years", "summary": "2026 year-end price targets: NBIS $300, FLNC $60, FIX $1600, HOOD $225, RKLB $100.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "My realistic 2026 Year End Price Targets\n\n$NBIS - $300\n$FLNC -$60\n$FIX - $1600\n$HOOD - $225\n$RKLB - $100", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07514618823076691, "ret_signed_m1d": 0.07514618823076691, "alpha_spy_m1d": 0.06315044880535026, "alpha_c_m1d": 0.08029691552506946, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150727294302548, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04152041337040213, "ret_signed_p1d": 0.04152041337040213, "alpha_spy_p1d": 0.03805493703008889, "alpha_c_p1d": 0.03808666883283429, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.00343374453756784, "ret_p1w": -0.03559949025830078, "ret_signed_p1w": -0.03559949025830078, "alpha_spy_p1w": -0.0470915945517858, "alpha_c_p1w": -0.05066997310022181, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070482841921029, "ret_p1m": -0.023099441459177417, "ret_signed_p1m": -0.023099441459177417, "alpha_spy_p1m": -0.035909691773858166, "alpha_c_p1m": -0.044656008969782945, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.02155656751060553, "ret_p3m": -0.2728070092272171, "ret_signed_p3m": -0.2728070092272171, "alpha_spy_p3m": -0.3006114781277477, "alpha_c_p3m": -0.29582820501473883, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.02302119578752171, "ret_p6m": -0.479532197661546, "ret_signed_p6m": -0.479532197661546, "alpha_spy_p6m": -0.5393504898244238, "alpha_c_p6m": -0.4785646178463393, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675798152066761, "ret_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, -0.1621, -0.1694, -0.166, -0.206, -0.1907, -0.1654, -0.1592, -0.2142, -0.23, -0.223, -0.2009, -0.211, -0.2047, -0.2477, -0.242, -0.2395, -0.2395, -0.2629, -0.263, -0.2477, -0.2599, -0.1427, -0.1338, -0.1414, -0.1393, -0.1591, -0.1606, -0.142, -0.1327, -0.1162, -0.0879, -0.0871, -0.0775, -0.0731, -0.1034, -0.1098, -0.0006, 0.0466, 0.0171, 0.0651, 0.0868, 0.0545, 0.0599, 0.1029, 0.1145, 0.0158, 0.0284, -0.0135, -0.0194, -0.0392, -0.0504, -0.0073, -0.0363, -0.07, -0.0181, 0.0219, 0.0662, 0.0691, 0.0585, 0.0093, 0.073, 0.0751, 0.0, 0.0415, -0.0711, -0.0471, -0.0067, -0.0356, -0.0279, -0.1116, -0.1045, -0.1523, -0.1645, -0.1363, -0.2236, -0.2156, -0.1596, -0.1552, -0.0629, -0.0629, -0.0607, -0.0991, -0.0793, -0.0231, 0.002, -0.0355, -0.0027, -0.008, -0.0083, -0.0981, -0.1265, -0.1575, -0.1272, -0.1535, -0.1436, -0.1129, -0.1055, -0.1211, -0.1196, -0.1196, -0.1365, -0.1416, -0.1561, -0.1732, -0.1732, -0.1578, -0.0991, -0.1104, -0.145, -0.1565, -0.1574, -0.1409, -0.1211, -0.1252, -0.1933, -0.2051, -0.2051, -0.2268, -0.2257, -0.2233, -0.2179, -0.2178, -0.2307, -0.2442, -0.2599, -0.2728, -0.3428, -0.3635, -0.4107, -0.4687, -0.3946, -0.3673, -0.3743, -0.43, -0.4801, -0.4447, -0.4447, -0.4485, -0.4502, -0.447, -0.4436, -0.4753, -0.4635, -0.4333, -0.4192, -0.4455, -0.4241, -0.4439, -0.399, -0.4111, -0.4365, -0.42, -0.426, -0.4248, -0.4436, -0.4635, -0.4495, -0.4346, -0.4525, -0.4579, -0.4818, -0.4701, -0.495, -0.4697, -0.4857, -0.5174, -0.5237, -0.4934, -0.4875, -0.4963, -0.4963, -0.4899, -0.4909, -0.4749, -0.4874, -0.4942, -0.4761, -0.4219, -0.3617, -0.3651, -0.3366, -0.3328, -0.3682, -0.3536, -0.3893, -0.3808, -0.3863, -0.4001, -0.4795]}
{"unit_id": "orig:1985512352658112696", "ticker_idx": 4, "ts": "2025-11-04T01:00:08+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 - $100", "tweet_type": "prediction", "timeline": "years", "summary": "2026 year-end price targets: NBIS $300, FLNC $60, FIX $1600, HOOD $225, RKLB $100.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "My realistic 2026 Year End Price Targets\n\n$NBIS - $300\n$FLNC -$60\n$FIX - $1600\n$HOOD - $225\n$RKLB - $100", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08432031966583331, "ret_signed_m1d": 0.08432031966583331, "alpha_spy_m1d": 0.07232458024041666, "alpha_c_m1d": 0.07259120814295494, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011729111522878366, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002651609098251906, "ret_signed_p1d": -0.002651609098251906, "alpha_spy_p1d": -0.006117085438565151, "alpha_c_p1d": -0.006517675300248382, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0038660662019964764, "ret_p1w": -0.09421951644177018, "ret_signed_p1w": -0.09421951644177018, "alpha_spy_p1w": -0.1057116207352552, "alpha_c_p1w": -0.10490031605544592, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.01068079961367574, "ret_p1m": -0.2094749608988471, "ret_signed_p1m": -0.2094749608988471, "alpha_spy_p1m": -0.22228521121352784, "alpha_c_p1m": -0.21995929027978023, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.010484329380933133, "ret_p3m": 0.4154145329109855, "ret_signed_p3m": 0.4154145329109855, "alpha_spy_p3m": 0.38761006401045495, "alpha_c_p3m": 0.32763106812010534, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.08778346479088017, "ret_p6m": 0.3614989757568132, "ret_signed_p6m": 0.3614989757568132, "alpha_spy_p6m": 0.3016806835939354, "alpha_c_p6m": 0.24105384763361237, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.12044512812320085, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2185, -0.21, -0.2042, -0.2323, -0.2399, -0.2432, -0.2174, -0.2051, -0.2766, -0.2807, -0.2659, -0.2155, -0.1653, -0.1492, -0.1824, -0.1531, -0.1409, -0.1409, -0.1283, -0.2305, -0.2401, -0.1897, -0.1563, -0.1686, -0.1838, -0.1439, -0.0571, -0.0447, -0.1648, -0.1501, -0.166, -0.1552, -0.1195, -0.0647, -0.1393, -0.1757, -0.1823, -0.169, -0.1531, -0.152, -0.0725, -0.0072, 0.0341, 0.0873, 0.1545, 0.1741, 0.1359, 0.1564, 0.2026, 0.2245, 0.1844, 0.1715, 0.1906, 0.1561, 0.0706, 0.1237, 0.1412, 0.16, 0.1269, 0.1695, 0.0769, 0.1133, 0.0843, 0.0, -0.0027, -0.123, -0.0871, -0.0826, -0.0942, -0.1167, -0.2001, -0.195, -0.2344, -0.2438, -0.2289, -0.3021, -0.2876, -0.2496, -0.247, -0.2588, -0.2588, -0.2551, -0.2864, -0.2593, -0.2095, -0.1273, -0.1328, -0.0886, -0.0555, 0.0168, 0.123, 0.087, -0.0205, -0.0191, -0.0461, 0.0592, 0.2466, 0.3709, 0.3643, 0.3643, 0.3643, 0.2489, 0.2395, 0.2454, 0.2332, 0.2332, 0.3433, 0.3813, 0.5208, 0.4863, 0.4686, 0.4999, 0.5538, 0.5305, 0.6228, 0.6044, 0.7023, 0.7023, 0.5761, 0.5524, 0.5552, 0.5715, 0.4227, 0.5379, 0.5657, 0.5146, 0.4154, 0.3108, 0.4366, 0.2924, 0.1724, 0.2784, 0.3406, 0.2733, 0.2307, 0.1669, 0.1922, 0.1922, 0.2355, 0.3155, 0.3537, 0.2526, 0.2411, 0.2369, 0.2409, 0.2842, 0.2215, 0.2546, 0.2397, 0.2712, 0.2374, 0.2393, 0.2636, 0.2185, 0.2721, 0.2086, 0.2093, 0.2606, 0.3893, 0.2282, 0.2715, 0.1884, 0.2021, 0.1679, 0.2883, 0.1656, 0.0771, 0.0143, 0.1352, 0.1582, 0.1973, 0.1973, 0.1962, 0.1724, 0.2211, 0.1798, 0.2029, 0.2484, 0.2766, 0.301, 0.466, 0.499, 0.5814, 0.5316, 0.5917, 0.4955, 0.4085, 0.4547, 0.3893, 0.3615]}
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{"unit_id": "quote:1989793001200390185", "ticker_idx": 0, "ts": "2025-11-15T20:29:54+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on NBIS in context of the AI platform wave.", "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": "Bullish $NBIS", "reply_text": null, "parent_text": null, "quoted_text": "I’ve been thinking a lot about what the net benefit of the AI platform wave is. The real question is how to empower every company out there to get more out of this platform shift and build their own AI native capabilities and enterprise value (vs inadvertently just transfer their", "parent_author": null, "ret_m1d": -0.028378720006289493, "ret_signed_m1d": -0.028378720006289493, "alpha_spy_m1d": -0.037782956280850044, "alpha_c_m1d": -0.02972793004848362, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.0013492100421941267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053035559206290994, "ret_signed_p1d": 0.053035559206290994, "alpha_spy_p1d": 0.06143302087697655, "alpha_c_p1d": 0.04736908475964374, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": 0.005666474446647252, "ret_p1w": 0.0688531976949256, "ret_signed_p1w": 0.0688531976949256, "alpha_spy_p1w": 0.06425624081677372, "alpha_c_p1w": 0.052393389128338574, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.01645980856658702, "ret_p1m": -0.058502049456895966, "ret_signed_p1m": -0.058502049456895966, "alpha_spy_p1m": -0.07833181117488786, "alpha_c_p1m": -0.10770158048436462, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.04919953102746866, "ret_p3m": 0.04361479243531097, "ret_signed_p3m": 0.04361479243531097, "alpha_spy_p3m": 0.017155480042950977, "alpha_c_p3m": 0.00915596103331806, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.034458831401992907, "ret_p6m": 1.083158799922375, "ret_signed_p6m": 1.083158799922375, "alpha_spy_p6m": 0.9679166669321648, "alpha_c_p6m": 1.0343549956278364, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.04880380429453868, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.058502049456895966, "alpha_spy_stated": -0.07833181117488786, "alpha_c_stated": -0.10770158048436462, "price_path": [-0.2153, -0.2303, -0.1977, -0.1856, -0.1803, -0.1847, -0.1621, -0.2054, -0.2054, -0.2356, -0.2365, -0.2451, -0.2385, -0.2549, 0.1133, 0.0862, 0.0373, 0.0515, 0.0579, 0.0401, 0.0942, 0.0947, 0.155, 0.2398, 0.2538, 0.3169, 0.2554, 0.2526, 0.2819, 0.3058, 0.3446, 0.4639, 0.4885, 0.4531, 0.3689, 0.4189, 0.5427, 0.5071, 0.5755, 0.4905, 0.4635, 0.431, 0.3194, 0.2677, 0.2128, 0.147, 0.2347, 0.3638, 0.4588, 0.417, 0.455, 0.4443, 0.5215, 0.4011, 0.2856, 0.3608, 0.2729, 0.2943, 0.2788, 0.1889, 0.0975, 0.0308, -0.0284, 0.0, 0.053, 0.1057, -0.0156, -0.0316, 0.0689, 0.0337, 0.1013, 0.1013, 0.1034, 0.1648, 0.1218, 0.1505, 0.1956, 0.1403, 0.1669, 0.1213, 0.0885, 0.0965, 0.0199, -0.0563, -0.0585, -0.1225, -0.0918, 0.0405, 0.0843, 0.0471, 0.0599, 0.0599, 0.0187, 0.0007, -0.0094, -0.0265, -0.0265, 0.0462, 0.0797, 0.1659, 0.119, 0.1317, 0.139, 0.2483, 0.2262, 0.1861, 0.2082, 0.2646, 0.2646, 0.1548, 0.1499, 0.1264, 0.0991, 0.0637, 0.1383, 0.1681, 0.1039, -0.0092, 0.0254, 0.0462, -0.0418, -0.1408, 0.0014, 0.0803, 0.0676, 0.0306, 0.0436, 0.1399, 0.1399, 0.1342, 0.184, 0.2516, 0.1389, 0.1702, 0.1931, 0.2342, 0.2198, 0.0606, 0.0585, 0.0095, 0.1372, 0.1125, 0.039, 0.1042, 0.1215, 0.3026, 0.2566, 0.3137, 0.5102, 0.353, 0.3789, 0.4134, 0.368, 0.3276, 0.3365, 0.3386, 0.2325, 0.1726, 0.073, 0.2068, 0.1857, 0.2656, 0.2656, 0.3089, 0.3654, 0.4538, 0.5856, 0.6861, 0.7976, 0.8835, 0.9396, 0.923, 0.8276, 0.8511, 0.8208, 0.816, 0.8269, 0.7116, 0.686, 0.5761, 0.6421, 0.6077, 0.7968, 1.0519, 1.0461, 1.269, 1.149, 1.0592, 1.1645, 1.0832]}
{"unit_id": "quote:2000036359617032562", "ticker_idx": 0, "ts": "2025-12-14T02:53:21+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Saylor is working overtime like this and you're bearish?", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Rhetorical endorsement of Saylor's Bitcoin conviction as a bullish signal; implies being bearish is wrong.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Saylor is working overtime like this and you're bearish?", "reply_text": null, "parent_text": null, "quoted_text": "Will work for Bitcoin. https://t.co/xQvJsWq9qg", "parent_author": null, "ret_m1d": 0.044557308023734477, "ret_signed_m1d": 0.044557308023734477, "alpha_spy_m1d": 0.04304421347733878, "alpha_c_m1d": 0.04304421347733878, "bench_spy_m1d": 0.001513094546395699, "bench_c_m1d": 0.001513094546395699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01648005936140917, "ret_signed_p1d": 0.01648005936140917, "alpha_spy_p1d": 0.019212344506639445, "alpha_c_p1d": 0.019212344506639445, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": 0.023955561389482183, "ret_signed_p1w": 0.023955561389482183, "alpha_spy_p1w": 0.014959894732428536, "alpha_c_p1w": 0.014959894732428536, "bench_spy_p1w": 0.008995666657053647, "bench_c_p1w": 0.008995666657053647, "ret_p1m": 0.10300882357301733, "ret_signed_p1m": 0.10300882357301733, "alpha_spy_p1m": 0.08084136015935783, "alpha_c_p1m": 0.08084136015935783, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.1842902178429201, "ret_signed_p3m": -0.1842902178429201, "alpha_spy_p3m": -0.16563106894571988, "alpha_c_p3m": -0.16563106894571988, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": -0.28669362085431105, "ret_signed_p6m": -0.28669362085431105, "alpha_spy_p6m": -0.37559346271030136, "alpha_c_p6m": -0.37559346271030136, "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": 0.10300882357301733, "alpha_spy_stated": 0.08084136015935783, "alpha_c_stated": 0.08084136015935783, "price_path": [0.3477, 0.3554, 0.3387, 0.3047, 0.2962, 0.3114, 0.2619, 0.2695, 0.3238, 0.3198, 0.3729, 0.3965, 0.4148, 0.4436, 0.4054, 0.4274, 0.4083, 0.3101, 0.3339, 0.3089, 0.2819, 0.2519, 0.232, 0.2797, 0.2552, 0.2461, 0.2737, 0.2848, 0.3205, 0.3071, 0.2735, 0.2532, 0.2677, 0.2329, 0.1755, 0.2022, 0.1722, 0.1962, 0.2265, 0.1918, 0.1764, 0.1536, 0.0923, 0.0657, 0.0756, 0.0584, 0.0025, -0.0154, 0.0214, 0.0107, 0.0474, 0.0563, 0.0521, -0.0011, 0.0571, 0.0822, 0.0662, 0.0343, 0.0488, 0.0726, 0.0648, 0.0705, 0.0446, 0.0, 0.0165, -0.0032, -0.0111, 0.0195, 0.024, 0.0115, 0.0138, 0.0094, 0.0102, 0.0083, 0.0233, 0.0126, 0.0268, 0.0408, 0.0864, 0.0846, 0.0566, 0.0533, 0.0474, 0.0552, 0.103, 0.1216, 0.1057, 0.1054, 0.071, 0.0219, 0.0342, 0.0352, 0.0357, 0.0214, 0.031, 0.032, -0.0215, -0.0265, -0.0895, -0.1248, -0.1551, -0.2744, -0.1836, -0.1886, -0.204, -0.2248, -0.2337, -0.2032, -0.2034, -0.219, -0.2314, -0.2252, -0.2131, -0.2523, -0.2585, -0.2136, -0.2195, -0.2377, -0.2042, -0.2097, -0.1586, -0.1803, -0.2116, -0.2085, -0.1908, -0.1876, -0.1843, -0.1788, -0.1338, -0.1446, -0.1756, -0.191, -0.184, -0.1794, -0.184, -0.1748, -0.204, -0.2324, -0.2283, -0.2104, -0.2122, -0.226, -0.2255, -0.2032, -0.1675, -0.177, -0.1695, -0.1555, -0.1381, -0.1416, -0.1344, -0.1304, -0.1075, -0.122, -0.1165, -0.0951, -0.0943, -0.1037, -0.1048, -0.1165, -0.1232, -0.1171, -0.0954, -0.0763, -0.0636, -0.0578, -0.0742, -0.0721, -0.0543, -0.0688, -0.0827, -0.0621, -0.0851, -0.1095, -0.1119, -0.1037, -0.1028, -0.1265, -0.1058, -0.1226, -0.1397, -0.1491, -0.151, -0.1747, -0.2281, -0.2593, -0.2617, -0.295, -0.27, -0.2867]}
{"unit_id": "orig:1973909936527868393", "ticker_idx": 0, "ts": "2025-10-03T00:36:16+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LONG $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS on Google Arkansas datacenter buildout news.", "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": "GOOGLE TO BUILD DATACENTER IN ARKANSAS. LONG $NBIS\n\nhttps://t.co/v5jPLNrfW1 https://t.co/gHOAFtwj1d", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01648695542276879, "ret_signed_m1d": -0.01648695542276879, "alpha_spy_m1d": -0.01650176104835477, "alpha_c_m1d": -0.017002481392868973, "bench_spy_m1d": 1.4805625585978532e-05, "bench_c_m1d": 0.0005155259701001835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023753718048036276, "ret_signed_p1d": -0.023753718048036276, "alpha_spy_p1d": -0.027339990014503934, "alpha_c_p1d": -0.024784769988236866, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.001031051940200589, "ret_p1w": 0.012501941179503984, "ret_signed_p1w": 0.012501941179503984, "alpha_spy_p1w": 0.03669470122859242, "alpha_c_p1w": 0.0433465200872557, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.03084457890775172, "ret_p1m": -0.05868105906580756, "ret_signed_p1m": -0.05868105906580756, "alpha_spy_p1m": -0.0797955364387195, "alpha_c_p1m": -0.03462397418856411, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": -0.02405708487724345, "ret_p3m": -0.3459524954253739, "ret_signed_p3m": -0.3459524954253739, "alpha_spy_p3m": -0.3679560460167022, "alpha_c_p3m": -0.36065398115084735, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.014701485725473473, "ret_p6m": -0.2791061125469795, "ret_signed_p6m": -0.2791061125469795, "alpha_spy_p6m": -0.22883549605820253, "alpha_c_p6m": -0.21264969545908607, "bench_spy_p6m": -0.050270616488776954, "bench_c_p6m": -0.0664564170878934, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05868105906580756, "alpha_spy_stated": -0.0797955364387195, "alpha_c_stated": -0.03462397418856411, "price_path": [-0.632, -0.6402, -0.6372, -0.6539, -0.5941, -0.5817, -0.5835, -0.5805, -0.5875, -0.5908, -0.6014, -0.5946, -0.5924, -0.5986, -0.5878, -0.6062, -0.5992, -0.5747, -0.5937, -0.5767, -0.5689, -0.5695, -0.4897, -0.4626, -0.4512, -0.4114, -0.4481, -0.4651, -0.4404, -0.4332, -0.475, -0.4728, -0.4829, -0.461, -0.4529, -0.4493, -0.4523, -0.4371, -0.4662, -0.4662, -0.4865, -0.487, -0.4928, -0.4884, -0.4995, -0.2521, -0.2703, -0.3031, -0.2936, -0.2893, -0.3012, -0.2649, -0.2646, -0.224, -0.1671, -0.1577, -0.1153, -0.1566, -0.1585, -0.1388, -0.1228, -0.0967, -0.0165, 0.0, -0.0238, -0.0803, -0.0467, 0.0364, 0.0125, 0.0584, 0.0013, -0.0168, -0.0386, -0.1136, -0.1483, -0.1852, -0.2294, -0.1705, -0.0838, -0.0199, -0.0481, -0.0225, -0.0297, 0.0222, -0.0587, -0.1363, -0.0858, -0.1449, -0.1305, -0.1409, -0.2013, -0.2627, -0.3075, -0.3472, -0.3282, -0.2925, -0.2571, -0.3386, -0.3494, -0.2819, -0.3055, -0.2601, -0.2601, -0.2587, -0.2175, -0.2464, -0.2271, -0.1967, -0.2339, -0.216, -0.2467, -0.2687, -0.2633, -0.3148, -0.366, -0.3675, -0.4105, -0.3898, -0.301, -0.2715, -0.2965, -0.2879, -0.2879, -0.3156, -0.3277, -0.3345, -0.346, -0.346, -0.2972, -0.2747, -0.2168, -0.2482, -0.2397, -0.2348, -0.1614, -0.1762, -0.2032, -0.1883, -0.1504, -0.1504, -0.2242, -0.2275, -0.2432, -0.2616, -0.2854, -0.2353, -0.2153, -0.2584, -0.3343, -0.3111, -0.2972, -0.3562, -0.4228, -0.3272, -0.2743, -0.2828, -0.3076, -0.2989, -0.2342, -0.2342, -0.238, -0.2046, -0.1592, -0.2349, -0.2139, -0.1985, -0.1708, -0.1805, -0.2875, -0.2889, -0.3218, -0.236, -0.2526, -0.302, -0.2582, -0.2465, -0.1249, -0.1558, -0.1174, 0.0146, -0.091, -0.0736, -0.0505, -0.081, -0.1081, -0.1021, -0.1007, -0.172, -0.2122, -0.2791]}
{"unit_id": "orig:1978084342246117733", "ticker_idx": 0, "ts": "2025-10-14T13:03:52+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am bullish on $NAK. The Pebble Project sits on one of the largest undeveloped copper, gold, and molybdenum deposits in the world. Regulatory winds are shifting, and if federal approval comes through, the implied valuation approaches $155 per share.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NAK on Pebble Project copper/gold deposit with $155/share upside if federal approval comes; long FLNC as picks-and-shovels AI energy infrastructure play with expanding software margins.", "resolved_tickers": ["NAK"], "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": "INVEST THEN INVESTIGATE.\n\nIt sounds irresponsible at first. In practice, it is how most great investments begin.\n\nThe best opportunities never come with perfect information. If you wait until every risk is quantified and every variable is known, the market will have already priced it. By the time it feels safe, the return is gone.\n\nMarkets reward decisiveness. You make money by acting before consensus, not after it. The key is to recognize when the asymmetry is in your favor — when the downside is limited and the potential reward is disproportionate.\n\n“Investigate, then invest” is a comfortable idea. But comfort rarely builds wealth. Most people overanalyze because they are afraid of being wrong. Real investing requires the courage to act amid uncertainty, and the discipline to keep learning once you do.\n\nYou take a position, you test your thesis against reality, and you refine it continuously. Waiting for certainty is waiting for mediocrity. Acting with informed curiosity is how compounding begins.\n\nFortune does not favor the cautious. It favors those who act, think, and adapt - in that order.\n\nThat is why I am bullish on $NAK. The Pebble Project sits on one of the largest undeveloped copper, gold, and molybdenum deposits in the world. Regulatory winds are shifting, and if federal approval comes through, the implied valuation approaches $155 per share.\n\nThat is why I am bullish on $FLNC.  Fluence provides grid-scale battery systems that make AI data centers possible. As power demand explodes, storage becomes the constraint. Fluence is the picks-and-shovels play on the AI energy build-out — essential infrastructure with expanding software margins.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036231849629747126, "ret_signed_m1d": -0.036231849629747126, "alpha_spy_m1d": -0.03745499016247966, "alpha_c_m1d": -0.026356447655499715, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.00987540197424741, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04347821955569664, "ret_signed_p1d": -0.04347821955569664, "alpha_spy_p1d": -0.04791774946530203, "alpha_c_p1d": -0.03898931371087855, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": -0.004488905844818092, "ret_p1w": -0.29710142611455714, "ret_signed_p1w": -0.29710142611455714, "alpha_spy_p1w": -0.3107824416204329, "alpha_c_p1w": -0.2912659179287854, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": -0.005835508185771721, "ret_p1m": -0.33695650389905085, "ret_signed_p1m": -0.33695650389905085, "alpha_spy_p1m": -0.36889402095164836, "alpha_c_p1m": -0.3261833381089627, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": -0.010773165790088135, "ret_p3m": -0.20289853069367103, "ret_signed_p3m": -0.20289853069367103, "alpha_spy_p3m": -0.25407546658631275, "alpha_c_p3m": -0.29164543825870415, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.08874690756503312, "ret_p6m": -0.4057971045791139, "ret_signed_p6m": -0.4057971045791139, "alpha_spy_p6m": -0.4324181142713085, "alpha_c_p6m": -0.5784705692160089, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": 0.17267346463689504, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.33695650389905085, "alpha_spy_stated": -0.36889402095164836, "alpha_c_stated": -0.3261833381089627, "price_path": [-0.4094, -0.6232, -0.6703, -0.6848, -0.663, -0.6812, -0.6775, -0.6957, -0.7319, -0.7029, -0.7138, -0.7283, -0.7174, -0.7138, -0.7101, -0.692, -0.6739, -0.6848, -0.6812, -0.6848, -0.6739, -0.6703, -0.6775, -0.692, -0.692, -0.6848, -0.6739, -0.6812, -0.6739, -0.6775, -0.6703, -0.6739, -0.6739, -0.6884, -0.6812, -0.692, -0.692, -0.7029, -0.7065, -0.7029, -0.7029, -0.7029, -0.6848, -0.6993, -0.7029, -0.7029, -0.6848, -0.663, -0.663, -0.6051, -0.6159, -0.587, -0.5471, -0.5652, -0.5725, -0.558, -0.5217, -0.4529, -0.3188, -0.2935, -0.2899, -0.2645, -0.0362, 0.0, -0.0435, -0.1884, -0.2572, -0.2572, -0.2971, -0.3261, -0.3152, -0.2609, -0.3116, -0.2826, -0.2681, -0.2681, -0.2717, -0.3261, -0.3514, -0.3442, -0.3768, -0.3623, -0.3442, -0.3442, -0.337, -0.3732, -0.3841, -0.3949, -0.4275, -0.4094, -0.4565, -0.4565, -0.4348, -0.3841, -0.3478, -0.3478, -0.3043, -0.3297, -0.337, -0.3007, -0.2428, -0.25, -0.2717, -0.2609, -0.279, -0.221, -0.221, -0.2609, -0.2464, -0.2464, -0.2174, -0.1993, -0.1594, -0.1594, -0.1884, -0.1884, -0.2101, -0.2717, -0.2754, -0.2862, -0.2862, -0.2935, -0.25, -0.2029, -0.1957, -0.2283, -0.2029, -0.25, -0.2283, -0.2319, -0.2681, -0.308, -0.308, -0.2536, -0.2609, -0.221, -0.2283, -0.1304, -0.0906, -0.1087, -0.1812, -0.2609, -0.2717, -0.1848, -0.2536, -0.3333, -0.2935, -0.2428, -0.2536, -0.2029, -0.192, -0.2174, -0.2174, -0.2645, -0.5543, -0.5217, -0.5254, -0.5, -0.4493, -0.4638, -0.4565, -0.4384, -0.4638, -0.5036, -0.5072, -0.5217, -0.529, -0.5109, -0.4855, -0.5109, -0.5181, -0.5254, -0.5109, -0.5326, -0.5326, -0.5399, -0.587, -0.5906, -0.5399, -0.5181, -0.5507, -0.5362, -0.5399, -0.4928, -0.4638, -0.4601, -0.4601, -0.413, -0.4529, -0.4058]}
{"unit_id": "orig:1978084342246117733", "ticker_idx": 1, "ts": "2025-10-14T13:03:52+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 am bullish on $FLNC. Fluence provides grid-scale battery systems that make AI data centers possible. As power demand explodes, storage becomes the constraint. Fluence is the picks-and-shovels play on the AI energy build-out — essential infrastructure with expanding software margins.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NAK on Pebble Project copper/gold deposit with $155/share upside if federal approval comes; long FLNC as picks-and-shovels AI energy infrastructure play with expanding software margins.", "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": "INVEST THEN INVESTIGATE.\n\nIt sounds irresponsible at first. In practice, it is how most great investments begin.\n\nThe best opportunities never come with perfect information. If you wait until every risk is quantified and every variable is known, the market will have already priced it. By the time it feels safe, the return is gone.\n\nMarkets reward decisiveness. You make money by acting before consensus, not after it. The key is to recognize when the asymmetry is in your favor — when the downside is limited and the potential reward is disproportionate.\n\n“Investigate, then invest” is a comfortable idea. But comfort rarely builds wealth. Most people overanalyze because they are afraid of being wrong. Real investing requires the courage to act amid uncertainty, and the discipline to keep learning once you do.\n\nYou take a position, you test your thesis against reality, and you refine it continuously. Waiting for certainty is waiting for mediocrity. Acting with informed curiosity is how compounding begins.\n\nFortune does not favor the cautious. It favors those who act, think, and adapt - in that order.\n\nThat is why I am bullish on $NAK. The Pebble Project sits on one of the largest undeveloped copper, gold, and molybdenum deposits in the world. Regulatory winds are shifting, and if federal approval comes through, the implied valuation approaches $155 per share.\n\nThat is why I am bullish on $FLNC.  Fluence provides grid-scale battery systems that make AI data centers possible. As power demand explodes, storage becomes the constraint. Fluence is the picks-and-shovels play on the AI energy build-out — essential infrastructure with expanding software margins.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13875340453963425, "ret_signed_m1d": -0.13875340453963425, "alpha_spy_m1d": -0.1399765450723668, "alpha_c_m1d": -0.1399765450723668, "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": 0.16205960148924126, "ret_signed_p1d": 0.16205960148924126, "alpha_spy_p1d": 0.15762007157963587, "alpha_c_p1d": 0.15762007157963587, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.004439529909605389, "ret_p1w": -0.1186992110296643, "ret_signed_p1w": -0.1186992110296643, "alpha_spy_p1w": -0.13238022653554005, "alpha_c_p1w": -0.13238022653554005, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.013681015505875749, "ret_p1m": 0.04119231924693545, "ret_signed_p1m": 0.04119231924693545, "alpha_spy_p1m": 0.009254802194337941, "alpha_c_p1m": 0.009254802194337941, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.03193751705259751, "ret_p3m": 0.2574525638796359, "ret_signed_p3m": 0.2574525638796359, "alpha_spy_p3m": 0.20627562798699417, "alpha_c_p3m": 0.20627562798699417, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05117693589264172, "ret_p6m": -0.2888889244973232, "ret_signed_p6m": -0.2888889244973232, "alpha_spy_p6m": -0.3155099341895178, "alpha_c_p6m": -0.3155099341895178, "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": 0.04119231924693545, "alpha_spy_stated": 0.009254802194337941, "alpha_c_stated": 0.009254802194337941, "price_path": [-0.5534, -0.5144, -0.4835, -0.4466, -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]}
{"unit_id": "orig:1972629847651303697", "ticker_idx": 0, "ts": "2025-09-29T11:49:40+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This makes Nebius a pretty unique option for anyone looking at H200s for large-scale AI workloads", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: NVIDIA Exemplar Status, 97%+ benchmark, full vertical integration, and rare reliability metrics make it a standout H200 cloud provider.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS just became one of the first cloud providers to earn NVIDIA Exemplar Status on H200 GPUs, which is a big deal because it validates real AI training performance, not just peak specs.\n\n@nebiusai hit 97%+ benchmark performance and passed $NVDA strict reference architecture tests, showing their clusters are tuned for scale, resiliency, and reliability.\n\nUnlike newer entrants like $IREN and $CIFR, Nebius emphasizes complete vertical integration by controlling the full stack: data centers, servers, and networking, so they can optimize everything end-to-end. They even reported reliability at 167,000 GPU hours MTBF on a 3,000-GPU cluster, which is rare at that scale. This makes Nebius a pretty unique option for anyone looking at H200s for large-scale AI workloads.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022863402690541768, "ret_signed_m1d": -0.022863402690541768, "alpha_spy_m1d": -0.020060832381949334, "alpha_c_m1d": -0.019657958533170095, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.003205444157371673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01859912356794835, "ret_signed_p1d": 0.01859912356794835, "alpha_spy_p1d": 0.014832288812590022, "alpha_c_p1d": 0.020117457674702854, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.0015183341067545042, "ret_p1w": 0.13355108925491654, "ret_signed_p1w": 0.13355108925491654, "alpha_spy_p1w": 0.12160261114962623, "alpha_c_p1w": 0.15075896238320174, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.0172078731282852, "ret_p1m": 0.10533478934648022, "ret_signed_p1m": 0.10533478934648022, "alpha_spy_p1m": 0.07010700725485264, "alpha_c_p1m": 0.12195223889585038, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.016617449549370167, "ret_p3m": -0.17319909050862348, "ret_signed_p3m": -0.17319909050862348, "alpha_spy_p3m": -0.2165030857476663, "alpha_c_p3m": -0.1725436631898829, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": -0.0006554273187405757, "ret_p6m": 0.042551282793175105, "ret_signed_p6m": 0.042551282793175105, "alpha_spy_p6m": 0.05276827613892521, "alpha_c_p6m": 0.09910505595181263, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.05655377315863752, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10533478934648022, "alpha_spy_stated": 0.07010700725485264, "alpha_c_stated": 0.12195223889585038, "price_path": [-0.5466, -0.5441, -0.5441, -0.566, -0.5727, -0.5822, -0.5788, -0.5981, -0.5287, -0.5143, -0.5163, -0.5129, -0.521, -0.5249, -0.5372, -0.5293, -0.5268, -0.5339, -0.5214, -0.5427, -0.5347, -0.5062, -0.5282, -0.5085, -0.4995, -0.5002, -0.4075, -0.376, -0.3627, -0.3165, -0.3592, -0.3789, -0.3502, -0.3419, -0.3904, -0.3879, -0.3996, -0.3742, -0.3647, -0.3606, -0.364, -0.3464, -0.3801, -0.3801, -0.4037, -0.4044, -0.4111, -0.406, -0.4188, -0.1316, -0.1527, -0.1908, -0.1797, -0.1747, -0.1886, -0.1464, -0.1461, -0.099, -0.0328, -0.022, 0.0273, -0.0207, -0.0229, 0.0, 0.0186, 0.0489, 0.142, 0.1611, 0.1336, 0.0679, 0.1069, 0.2034, 0.1756, 0.229, 0.1627, 0.1416, 0.1163, 0.0292, -0.0111, -0.0539, -0.1052, -0.0368, 0.0639, 0.138, 0.1053, 0.135, 0.1267, 0.1869, 0.093, 0.0029, 0.0615, -0.0071, 0.0096, -0.0024, -0.0726, -0.1439, -0.1959, -0.2421, -0.2199, -0.1786, -0.1375, -0.2321, -0.2446, -0.1662, -0.1936, -0.1409, -0.1409, -0.1393, -0.0914, -0.1249, -0.1025, -0.0673, -0.1105, -0.0897, -0.1253, -0.1509, -0.1446, -0.2044, -0.2638, -0.2656, -0.3155, -0.2915, -0.1884, -0.1541, -0.1832, -0.1732, -0.1732, -0.2053, -0.2194, -0.2273, -0.2406, -0.2406, -0.1839, -0.1578, -0.0905, -0.1271, -0.1172, -0.1115, -0.0262, -0.0435, -0.0748, -0.0575, -0.0135, -0.0135, -0.0992, -0.103, -0.1213, -0.1426, -0.1702, -0.112, -0.0888, -0.1389, -0.2271, -0.2001, -0.1839, -0.2525, -0.3298, -0.2188, -0.1573, -0.1672, -0.1961, -0.1859, -0.1108, -0.1108, -0.1152, -0.0764, -0.0237, -0.1116, -0.0872, -0.0693, -0.0372, -0.0484, -0.1727, -0.1743, -0.2125, -0.1129, -0.1322, -0.1895, -0.1386, -0.1251, 0.0161, -0.0198, 0.0248, 0.1781, 0.0554, 0.0757, 0.1025, 0.0671, 0.0357, 0.0426]}
{"unit_id": "reply:2001035153330651640", "ticker_idx": 0, "ts": "2025-12-16T21:02:12+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Reflecting has made me more confident in $NBIS they don't brag about incomplete projects. Just quietly building", "tweet_type": "prediction", "timeline": "unspecified", "summary": "More confident in NBIS; views its quiet execution as a positive differentiator among neoclouds.", "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": "@FrontRangeHQ Reflecting has made me more confident in $NBIS they don’t brag about incomplete projects. Just quietly building", "reply_text": null, "parent_text": "@RJCcapital Nice, thought provoking write up! I do wonder how hard these neoclouds get hit if even one hyperscalar cuts back on CapEx.", "quoted_text": null, "parent_author": "FrontRangeHQ", "ret_m1d": 0.07289596053626002, "ret_signed_m1d": 0.07289596053626002, "alpha_spy_m1d": 0.061769940344013285, "alpha_c_m1d": 0.06564265007040171, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.007253310465858309, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.37016962144867294, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.006702563284407548, "ret_p3m": 0.7210074401009083, "ret_signed_p3m": 0.7210074401009083, "alpha_spy_p3m": 0.721592875384003, "alpha_c_p3m": 0.7219281218707445, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0009206817698361736, "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": 0.37016962144867294, "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": "quote:1980713573765484963", "ticker_idx": 0, "ts": "2025-10-21T19:11:30+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you're not adding $NBIS you just don't want free money", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish NBIS as a beneficiary of hyperscaler capex surge and data-center debt growth.", "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": "If you’re not adding $NBIS you just don’t want free money", "reply_text": null, "parent_text": null, "quoted_text": "Two stats from @pkedrosky:\n\n&gt;2026 capex forecasts for the top 4 hyperscalers alone grew almost 50% during the year. \n\n&gt;investment-grade data center debt is already the largest \"segment\" of the investment-grade market https://t.co/tslPNy9P8s", "parent_author": null, "ret_m1d": 0.045262766359374096, "ret_signed_m1d": 0.045262766359374096, "alpha_spy_m1d": 0.045247823257297926, "alpha_c_m1d": 0.04877760927477581, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": -0.003514842915401717, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05427690927283124, "ret_signed_p1d": -0.05427690927283124, "alpha_spy_p1d": -0.049077993206952164, "alpha_c_p1d": -0.045618429211074285, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.008658480061756957, "ret_p1w": 0.16829692421555809, "ret_signed_p1w": 0.16829692421555809, "alpha_spy_p1w": 0.14480480926881656, "alpha_c_p1w": 0.16889703061515526, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": -0.0006001063995971778, "ret_p1m": -0.08831990019452474, "ret_signed_p1m": -0.08831990019452474, "alpha_spy_p1m": -0.07541941932916696, "alpha_c_p1m": -0.04151325093906122, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.04680664925546352, "ret_p3m": 0.042673615551673816, "ret_signed_p3m": 0.042673615551673816, "alpha_spy_p3m": 0.009284491581407206, "alpha_c_p3m": 0.052164905759314095, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": -0.00949129020764028, "ret_p6m": 0.5992520735008913, "ret_signed_p6m": 0.5992520735008913, "alpha_spy_p6m": 0.5506360201905036, "alpha_c_p6m": 0.5866874571284602, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.012564616372431114, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08831990019452474, "alpha_spy_stated": -0.07541941932916696, "alpha_c_stated": -0.04151325093906122, "price_path": [-0.4998, -0.5074, -0.4942, -0.5167, -0.5082, -0.478, -0.5013, -0.4805, -0.4709, -0.4717, -0.3737, -0.3404, -0.3264, -0.2776, -0.3227, -0.3435, -0.3132, -0.3044, -0.3557, -0.353, -0.3654, -0.3385, -0.3285, -0.3241, -0.3278, -0.3092, -0.3448, -0.3448, -0.3698, -0.3704, -0.3775, -0.3722, -0.3857, -0.0821, -0.1044, -0.1447, -0.133, -0.1277, -0.1424, -0.0978, -0.0974, -0.0477, 0.0222, 0.0338, 0.0858, 0.0351, 0.0328, 0.057, 0.0766, 0.1086, 0.207, 0.2273, 0.1981, 0.1287, 0.1699, 0.272, 0.2426, 0.299, 0.2289, 0.2067, 0.1799, 0.0878, 0.0453, 0.0, -0.0543, 0.018, 0.1245, 0.2028, 0.1683, 0.1997, 0.1908, 0.2545, 0.1553, 0.06, 0.122, 0.0495, 0.0671, 0.0544, -0.0198, -0.0951, -0.1501, -0.1989, -0.1755, -0.1318, -0.0883, -0.1883, -0.2016, -0.1187, -0.1477, -0.092, -0.092, -0.0902, -0.0396, -0.0751, -0.0514, -0.0142, -0.0598, -0.0379, -0.0755, -0.1025, -0.0959, -0.1591, -0.2219, -0.2237, -0.2765, -0.2512, -0.1421, -0.106, -0.1367, -0.1261, -0.1261, -0.16, -0.1749, -0.1833, -0.1973, -0.1973, -0.1374, -0.1098, -0.0387, -0.0774, -0.0669, -0.0609, 0.0292, 0.011, -0.0221, -0.0038, 0.0427, 0.0427, -0.0479, -0.0519, -0.0713, -0.0938, -0.1229, -0.0615, -0.0369, -0.0899, -0.1831, -0.1546, -0.1374, -0.2099, -0.2916, -0.1743, -0.1093, -0.1198, -0.1503, -0.1395, -0.0601, -0.0601, -0.0648, -0.0238, 0.0319, -0.061, -0.0352, -0.0163, 0.0176, 0.0058, -0.1255, -0.1273, -0.1676, -0.0623, -0.0828, -0.1434, -0.0896, -0.0753, 0.074, 0.0361, 0.0831, 0.2452, 0.1156, 0.1369, 0.1653, 0.1279, 0.0946, 0.1019, 0.1037, 0.0162, -0.0332, -0.1153, -0.005, -0.0223, 0.0435, 0.0435, 0.0792, 0.1258, 0.1987, 0.3073, 0.3902, 0.4822, 0.5529, 0.5993]}
{"unit_id": "orig:1986846314605518983", "ticker_idx": 0, "ts": "2025-11-07T17:20:49+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For long term investors, this is where you buy and wait for the next leg higher", "tweet_type": "prediction", "timeline": "months", "summary": "Buy QQQ at Sept-level prices; stronger earnings/capex backdrop supports next leg higher for long-term holders.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "We are at levels in QQQ not seen since September with far more capex and stronger earnings across the board. For long term investors, this is where you buy and wait for the next leg higher.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0031653804012248266, "ret_signed_m1d": 0.0031653804012248266, "alpha_spy_m1d": 0.0041489770649574265, "alpha_c_m1d": 0.0041489770649574265, "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": 0.02212420765024037, "ret_signed_p1d": 0.02212420765024037, "alpha_spy_p1d": 0.006519837303900378, "alpha_c_p1d": 0.006519837303900378, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.01560437034633999, "ret_p1w": -0.0014431932416160143, "ret_signed_p1w": -0.0014431932416160143, "alpha_spy_p1w": -0.0028741044268912885, "alpha_c_p1w": -0.0028741044268912885, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": 0.0014309111852752743, "ret_p1m": 0.02384629434390817, "ret_signed_p1m": 0.02384629434390817, "alpha_spy_p1m": 0.004978004669371039, "alpha_c_p1m": 0.004978004669371039, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.01886828967453713, "ret_p3m": -0.00526371204371634, "ret_signed_p3m": -0.00526371204371634, "alpha_spy_p3m": -0.030969300943785805, "alpha_c_p3m": -0.030969300943785805, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.025705588900069465, "ret_p6m": 0.10636751124364574, "ret_signed_p6m": 0.10636751124364574, "alpha_spy_p6m": 0.030166835878513876, "alpha_c_p6m": 0.030166835878513876, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.02384629434390817, "alpha_spy_stated": 0.004978004669371039, "alpha_c_stated": 0.004978004669371039, "price_path": [-0.0498, -0.0493, -0.0501, -0.0542, -0.0546, -0.0674, -0.073, -0.0773, -0.063, -0.0657, -0.062, -0.0605, -0.0547, -0.0656, -0.0656, -0.0734, -0.0661, -0.0577, -0.0563, -0.0517, -0.049, -0.0487, -0.0432, -0.039, -0.0307, -0.0316, -0.0335, -0.0248, -0.0182, -0.0124, -0.0189, -0.0224, -0.0266, -0.0226, -0.0181, -0.0154, -0.0106, -0.0066, -0.0108, -0.0033, -0.0086, 0.0028, 0.0016, -0.0332, -0.0127, -0.0193, -0.0123, -0.016, -0.0095, 0.003, 0.0027, -0.007, 0.0014, 0.0121, 0.0301, 0.038, 0.0427, 0.0267, 0.0317, 0.0366, 0.0156, 0.0222, 0.0032, 0.0, 0.0221, 0.0194, 0.0186, -0.0022, -0.0014, -0.01, -0.022, -0.0162, -0.0395, -0.0323, -0.0075, -0.0014, 0.0074, 0.0074, 0.0156, 0.0122, 0.0201, 0.0226, 0.0216, 0.0258, 0.0238, 0.0251, 0.0293, 0.026, 0.0064, 0.0013, 0.0033, -0.0153, -0.001, 0.012, 0.0168, 0.0216, 0.0246, 0.0246, 0.0245, 0.0196, 0.0172, 0.0088, 0.0088, 0.0068, 0.0148, 0.0238, 0.0247, 0.0189, 0.0291, 0.0299, 0.0284, 0.0174, 0.0211, 0.0202, 0.0202, -0.0015, 0.012, 0.0194, 0.0226, 0.0271, 0.0364, 0.0398, 0.0336, 0.0212, 0.0282, 0.0124, -0.0053, -0.0196, 0.0011, 0.0088, 0.0041, 0.0068, -0.0137, -0.0116, -0.0116, -0.0126, -0.0052, -0.009, -0.0002, -0.0124, -0.0018, 0.0127, 0.0005, -0.0027, -0.0014, -0.0121, 0.0029, -0.0001, -0.0151, -0.002, -0.0019, -0.0021, -0.0192, -0.025, -0.0141, -0.0093, -0.0231, -0.0262, -0.0442, -0.0332, -0.0398, -0.0335, -0.0566, -0.075, -0.0821, -0.051, -0.0393, -0.0382, -0.0382, -0.0324, -0.0322, -0.0035, 0.0033, 0.0047, 0.0151, 0.0336, 0.048, 0.0531, 0.0669, 0.0635, 0.0594, 0.0771, 0.0711, 0.0916, 0.0921, 0.0812, 0.0878, 0.0979, 0.1085, 0.1064]}
{"unit_id": "orig:1978109466844315966", "ticker_idx": 0, "ts": "2025-10-14T14:43:43+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC Shows how their BESS system solves this problem and is potentially a $8.5B per year market for them. Company is only worth $3b right now.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long AI power / BESS plays: FLNC as a $3B co with $8.5B TAM solving data-center power volatility; also long EOSE and MVST.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "THE BIGGEST PROBLEM IN DATA CENTERS RIGHT NOW IS POWER VOLATILITY. \n\nRacks swing from 30% idle to 100% utilization in milliseconds; Forces oversized components designed for peak (not average) current; Hundreds of megawatts ramping up/down in seconds threatens grid stability; Grid interconnection now primary bottleneck for AI scaling.\n\n$FLNC Shows how their BESS system solves this problem and is potentially a $8.5B per year market for them. Company is only worth $3b right now.\n\nLONG AI POWER\n\n$FLNC\n$EOSE\n$MVST", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13875340453963425, "ret_signed_m1d": -0.13875340453963425, "alpha_spy_m1d": -0.1399765450723668, "alpha_c_m1d": -0.1399765450723668, "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": 0.16205960148924126, "ret_signed_p1d": 0.16205960148924126, "alpha_spy_p1d": 0.15762007157963587, "alpha_c_p1d": 0.15762007157963587, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.004439529909605389, "ret_p1w": -0.1186992110296643, "ret_signed_p1w": -0.1186992110296643, "alpha_spy_p1w": -0.13238022653554005, "alpha_c_p1w": -0.13238022653554005, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.013681015505875749, "ret_p1m": 0.04119231924693545, "ret_signed_p1m": 0.04119231924693545, "alpha_spy_p1m": 0.009254802194337941, "alpha_c_p1m": 0.009254802194337941, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.03193751705259751, "ret_p3m": 0.2574525638796359, "ret_signed_p3m": 0.2574525638796359, "alpha_spy_p3m": 0.20627562798699417, "alpha_c_p3m": 0.20627562798699417, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05117693589264172, "ret_p6m": -0.2888889244973232, "ret_signed_p6m": -0.2888889244973232, "alpha_spy_p6m": -0.3155099341895178, "alpha_c_p6m": -0.3155099341895178, "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": 0.04119231924693545, "alpha_spy_stated": 0.009254802194337941, "alpha_c_stated": 0.009254802194337941, "price_path": [-0.5534, -0.5144, -0.4835, -0.4466, -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]}
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{"unit_id": "quote:1989077712712135096", "ticker_idx": 0, "ts": "2025-11-13T21:07:36+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $TE $FLNC $EOSE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TE, FLNC, and EOSE as plays on solar/energy storage becoming civilization's dominant power source.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree. Long $TE $FLNC $EOSE", "reply_text": null, "parent_text": null, "quoted_text": "Solar electricity will become by far the biggest source of power for civilization", "parent_author": null, "ret_m1d": 0.03869051145824831, "ret_signed_m1d": 0.03869051145824831, "alpha_spy_m1d": 0.038526935036553134, "alpha_c_m1d": 0.03875642878698249, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -6.591732873417744e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05357137915431087, "ret_signed_p1d": -0.05357137915431087, "alpha_spy_p1d": -0.04425475858090311, "alpha_c_p1d": -0.04376934073939276, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.009802038414918113, "ret_p1w": -0.19047615668670825, "ret_signed_p1w": -0.19047615668670825, "alpha_spy_p1w": -0.17127763352718117, "alpha_c_p1w": -0.17481922165213404, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.015656935034574215, "ret_p1m": 0.5059524109405464, "ret_signed_p1m": 0.5059524109405464, "alpha_spy_p1m": 0.49285594774487507, "alpha_c_p1m": 0.47319149855966214, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": 0.0327609123808843, "ret_p3m": 1.038690511458248, "ret_signed_p3m": 1.038690511458248, "alpha_spy_p3m": 1.0058379364942698, "alpha_c_p3m": 0.8845637474735728, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": 0.15412676398467529, "ret_p6m": 0.7976190923901116, "ret_signed_p6m": 0.7976190923901116, "alpha_spy_p6m": 0.6910909094365698, "alpha_c_p6m": 0.6389254017112775, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.1586936906788341, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5059524109405464, "alpha_spy_stated": 0.49285594774487507, "alpha_c_stated": 0.47319149855966214, "price_path": [-0.5655, -0.6042, -0.5595, -0.5268, -0.5179, -0.5208, -0.5298, -0.5119, -0.5089, -0.5089, -0.4375, -0.4554, -0.4494, -0.4107, -0.4107, -0.4226, -0.4435, -0.4405, -0.4464, -0.4702, -0.4792, -0.4732, -0.4464, -0.4196, -0.3958, -0.4524, -0.3452, -0.3244, -0.3452, -0.3065, -0.3512, -0.2887, -0.2976, -0.247, -0.1667, -0.1488, -0.128, 0.1399, 0.0833, 0.0417, 0.1935, 0.5595, 0.3958, 0.2857, 0.4167, 0.3333, 0.2232, 0.1042, 0.0327, 0.1399, 0.1012, 0.0714, 0.0833, 0.1071, 0.0179, 0.0952, 0.2173, 0.0952, 0.1339, 0.3393, 0.3125, 0.1458, 0.0387, 0.0, -0.0536, -0.0893, -0.1399, -0.1905, -0.1905, -0.0655, -0.0208, 0.1429, 0.1429, 0.2262, 0.3304, 0.4107, 0.3452, 0.5208, 0.7351, 0.7917, 1.003, 0.8304, 0.747, 0.5923, 0.506, 0.619, 0.6131, 0.7917, 0.9137, 1.1726, 1.1161, 1.0982, 1.0982, 1.0238, 0.9107, 0.9345, 0.9881, 0.9881, 1.3333, 1.4405, 1.2768, 1.1667, 1.0268, 1.0655, 1.1458, 1.3393, 1.3393, 1.2054, 1.4315, 1.4315, 1.4643, 1.3274, 1.4911, 1.5298, 1.4226, 1.7143, 1.8244, 1.6429, 1.4792, 1.5774, 1.7054, 1.3006, 1.1637, 1.4613, 1.2738, 1.2351, 1.0387, 0.8482, 0.8214, 0.8214, 0.9167, 0.9226, 0.878, 0.8482, 0.872, 1.1101, 1.1488, 1.1696, 0.8333, 1.0357, 0.9375, 1.1131, 1.0268, 1.0, 1.131, 1.375, 1.4226, 1.3036, 1.2679, 1.2976, 1.3185, 1.1815, 1.2946, 0.9643, 1.0357, 0.9673, 0.9881, 0.869, 0.7143, 0.6726, 0.3065, 0.3333, 0.247, 0.247, 0.2054, 0.1696, 0.2411, 0.244, 0.3958, 0.5208, 0.4464, 0.5893, 0.4851, 0.497, 0.4821, 0.5149, 0.6042, 0.6042, 0.5744, 0.5804, 0.4583, 0.4554, 0.4286, 0.5327, 0.5179, 0.5893, 0.5685, 0.5327, 0.8333, 0.7976]}
{"unit_id": "quote:1989077712712135096", "ticker_idx": 1, "ts": "2025-11-13T21:07:36+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $TE $FLNC $EOSE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TE, FLNC, and EOSE as plays on solar/energy storage becoming civilization's dominant power source.", "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 agree. Long $TE $FLNC $EOSE", "reply_text": null, "parent_text": null, "quoted_text": "Solar electricity will become by far the biggest source of power for civilization", "parent_author": null, "ret_m1d": -0.09268564274454583, "ret_signed_m1d": -0.09268564274454583, "alpha_spy_m1d": -0.092849219166241, "alpha_c_m1d": -0.092849219166241, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": 0.0001635764216951774, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03796763321994323, "ret_signed_p1d": -0.03796763321994323, "alpha_spy_p1d": -0.028651012646535468, "alpha_c_p1d": -0.028651012646535468, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.009316620573407763, "ret_p1w": -0.14014518426947487, "ret_signed_p1w": -0.14014518426947487, "alpha_spy_p1w": -0.12094666110994778, "alpha_c_p1w": -0.12094666110994778, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.01919852315952708, "ret_p1m": 0.20156340821371854, "ret_signed_p1m": 0.20156340821371854, "alpha_spy_p1m": 0.18846694501804717, "alpha_c_p1m": 0.18846694501804717, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": 0.01309646319567137, "ret_p3m": -0.021775510495316452, "ret_signed_p3m": -0.021775510495316452, "alpha_spy_p3m": -0.05462808545929476, "alpha_c_p3m": -0.05462808545929476, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": 0.03285257496397831, "ret_p6m": 0.40871020419812654, "ret_signed_p6m": 0.40871020419812654, "alpha_spy_p6m": 0.3021820212445847, "alpha_c_p6m": 0.3021820212445847, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.10652818295354183, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20156340821371854, "alpha_spy_stated": 0.18846694501804717, "alpha_c_stated": 0.18846694501804717, "price_path": [-0.5634, -0.5824, -0.6181, -0.579, -0.5829, -0.5768, -0.5935, -0.5673, -0.5868, -0.5868, -0.6131, -0.6231, -0.6231, -0.5784, -0.5974, -0.6214, -0.6226, -0.6125, -0.6092, -0.5874, -0.5812, -0.5846, -0.5578, -0.4774, -0.4082, -0.4299, -0.3758, -0.3451, -0.335, -0.3635, -0.397, -0.249, -0.2714, -0.23, -0.148, -0.2278, -0.1647, -0.1681, -0.2691, -0.1128, 0.0302, 0.1971, 0.0932, 0.0232, 0.0302, -0.0921, -0.1502, -0.105, 0.0899, 0.0463, 0.0106, 0.1323, 0.1429, 0.1725, 0.1619, 0.0709, 0.1569, 0.1066, 0.1608, 0.2166, 0.1575, 0.0726, -0.0927, 0.0, -0.038, -0.0497, -0.0614, -0.134, -0.1401, -0.1178, -0.0637, 0.0603, 0.0603, 0.0966, 0.0826, 0.1145, 0.1083, 0.3032, 0.3378, 0.2764, 0.3367, 0.3294, 0.44, 0.239, 0.2016, 0.1898, 0.0369, 0.0782, 0.1145, 0.1418, 0.0983, 0.1072, 0.1072, 0.1284, 0.115, 0.1089, 0.1044, 0.1044, 0.2848, 0.2423, 0.2189, 0.148, 0.1826, 0.2954, 0.2998, 0.33, 0.2647, 0.4238, 0.512, 0.512, 0.4243, 0.4707, 0.5226, 0.5042, 0.5142, 0.5879, 0.7303, 0.7627, 0.718, 0.7247, 0.7996, 0.6186, 0.0581, 0.0854, 0.0832, 0.0603, -0.0218, -0.0262, 0.0307, 0.0307, -0.0073, -0.0268, -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]}
{"unit_id": "quote:1989077712712135096", "ticker_idx": 2, "ts": "2025-11-13T21:07:36+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $TE $FLNC $EOSE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TE, FLNC, and EOSE as plays on solar/energy storage becoming civilization's dominant power source.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree. Long $TE $FLNC $EOSE", "reply_text": null, "parent_text": null, "quoted_text": "Solar electricity will become by far the biggest source of power for civilization", "parent_author": null, "ret_m1d": 0.10181157344580982, "ret_signed_m1d": 0.10181157344580982, "alpha_spy_m1d": 0.10164799702411464, "alpha_c_m1d": 0.101877490774544, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -6.591732873417744e-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": -0.057971027512881634, "ret_signed_p1d": -0.057971027512881634, "alpha_spy_p1d": -0.04865440693947387, "alpha_c_p1d": -0.04816898909796352, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.009802038414918113, "ret_p1w": -0.1043478633445537, "ret_signed_p1w": -0.1043478633445537, "alpha_spy_p1w": -0.08514934018502662, "alpha_c_p1w": -0.08869092830997949, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.015656935034574215, "ret_p1m": -0.012318845937993594, "ret_signed_p1m": -0.012318845937993594, "alpha_spy_p1m": -0.025415309133664965, "alpha_c_p1m": -0.045079758318877894, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": 0.0327609123808843, "ret_p3m": -0.1608695823438675, "ret_signed_p3m": -0.1608695823438675, "alpha_spy_p3m": -0.1937221573078458, "alpha_c_p3m": -0.3149963463285428, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": 0.15412676398467529, "ret_p6m": -0.3789855379438326, "ret_signed_p6m": -0.3789855379438326, "alpha_spy_p6m": -0.48551372089737443, "alpha_c_p6m": -0.5376792286226667, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.1586936906788341, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.012318845937993594, "alpha_spy_stated": -0.025415309133664965, "alpha_c_stated": -0.045079758318877894, "price_path": [-0.5616, -0.5659, -0.5638, -0.542, -0.5457, -0.4986, -0.4841, -0.4833, -0.5, -0.5, -0.4558, -0.4478, -0.4681, -0.4775, -0.5022, -0.4942, -0.5022, -0.4768, -0.4058, -0.4, -0.3993, -0.3841, -0.3478, -0.2928, -0.258, -0.2638, -0.2283, -0.2399, -0.2667, -0.1906, -0.1746, -0.1036, -0.1043, -0.087, 0.0043, -0.0101, 0.0739, 0.0609, 0.0014, 0.2355, 0.2304, 0.3246, 0.1196, 0.0899, 0.0877, 0.1812, 0.0913, 0.0406, 0.1638, 0.1145, 0.0877, 0.0413, 0.0377, 0.1616, 0.1319, 0.0217, 0.0768, 0.108, 0.3232, 0.3906, 0.342, 0.2514, 0.1018, 0.0, -0.058, -0.0232, -0.0739, -0.0667, -0.1043, -0.0493, -0.029, 0.0297, 0.0297, 0.0906, -0.0141, -0.0739, -0.0181, 0.1297, 0.0862, 0.1181, 0.0833, 0.0717, 0.1913, 0.0754, -0.0123, -0.0362, -0.1109, -0.108, -0.0529, -0.0659, -0.1333, -0.129, -0.129, -0.1413, -0.1775, -0.1775, -0.1696, -0.1696, -0.0601, -0.0246, 0.0254, 0.013, 0.0159, 0.1072, 0.1688, 0.2188, 0.2536, 0.2232, 0.2645, 0.2645, 0.2551, 0.2703, 0.3203, 0.2399, 0.1732, 0.0877, 0.2087, 0.1674, 0.0609, 0.0232, 0.0438, -0.1014, -0.1826, -0.108, -0.0406, -0.1145, -0.1609, -0.2181, -0.1957, -0.1957, -0.1703, -0.1623, -0.1703, -0.2246, -0.2478, -0.1681, -0.1935, -0.5116, -0.5873, -0.5725, -0.5609, -0.5109, -0.513, -0.5558, -0.5529, -0.5355, -0.5326, -0.5565, -0.5862, -0.5971, -0.5913, -0.6174, -0.6, -0.6239, -0.613, -0.6312, -0.6304, -0.6507, -0.6478, -0.6815, -0.6406, -0.6384, -0.6399, -0.6399, -0.6493, -0.6754, -0.6674, -0.5688, -0.5928, -0.5536, -0.542, -0.487, -0.4848, -0.4812, -0.4812, -0.4906, -0.4681, -0.4978, -0.4442, -0.4812, -0.5065, -0.5406, -0.5145, -0.5326, -0.5377, -0.5486, -0.5261, -0.5391, -0.4196, -0.379]}
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{"unit_id": "thread:1962639401613234641", "ticker_idx": 0, "ts": "2025-09-01T22:11:12+00:00", "symbol": "ALHC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the same graph for $ALHC is even more bullish than $OSCR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Both ALHC and OSCR viewed bullishly on their respective charts, with ALHC seen as even more bullish.", "resolved_tickers": ["ALHC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "self_thread", "lang": "qme", "tweet_text": "@TheTechInvest https://t.co/XTzcCnBFAy\n\n---\n\n@TheTechInvest the same graph for $ALHC is even more bullish than $OSCR https://t.co/lH26pT97j7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016826850334565435, "ret_signed_m1d": -0.016826850334565435, "alpha_spy_m1d": -0.024292424089888742, "alpha_c_m1d": -0.015881743716065322, "bench_spy_m1d": 0.007465573755323307, "bench_c_m1d": -0.0009451066185001133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01923075159625831, "ret_signed_p1d": -0.01923075159625831, "alpha_spy_p1d": -0.024650297236911478, "alpha_c_p1d": -0.014505557089840027, "bench_spy_p1d": 0.005419545640653167, "bench_c_p1d": -0.004725194506418284, "ret_p1w": -0.0096153757981291, "ret_signed_p1w": -0.0096153757981291, "alpha_spy_p1w": -0.025327422111538822, "alpha_c_p1w": -0.01710309415229372, "bench_spy_p1w": 0.015712046313409722, "bench_c_p1w": 0.007487718354164619, "ret_p1m": 0.010817326428975482, "ret_signed_p1m": 0.010817326428975482, "alpha_spy_p1m": -0.03608980540740703, "alpha_c_p1m": -0.036915523734493805, "bench_spy_p1m": 0.04690713183638251, "bench_c_p1m": 0.04773285016346929, "ret_p3m": 0.15444710270981066, "ret_signed_p3m": 0.15444710270981066, "alpha_spy_p3m": 0.08414143991159051, "alpha_c_p3m": 0.0031605207408287317, "bench_spy_p3m": 0.07030566279822015, "bench_c_p3m": 0.15128658196898193, "ret_p6m": 0.20973557086121386, "ret_signed_p6m": 0.20973557086121386, "alpha_spy_p6m": 0.12093623505892181, "alpha_c_p6m": 0.05222622814257538, "bench_spy_p6m": 0.08879933580229205, "bench_c_p6m": 0.15750934271863848, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.010817326428975482, "alpha_spy_stated": -0.03608980540740703, "alpha_c_stated": -0.036915523734493805, "price_path": [-0.1112, -0.0853, -0.1118, -0.1196, -0.0721, -0.0937, -0.1022, -0.1286, -0.1244, -0.1346, -0.1346, -0.1611, -0.1605, -0.1538, -0.1767, -0.1731, -0.1677, -0.1587, -0.146, -0.1821, -0.1845, -0.1845, -0.2103, -0.1761, -0.1647, -0.1959, -0.1965, -0.1947, -0.2031, -0.1953, -0.2097, -0.2542, -0.2488, -0.2584, -0.2548, -0.3005, -0.2933, -0.2873, -0.2921, -0.2187, -0.1719, -0.2206, -0.1791, -0.1941, -0.1761, -0.1671, -0.128, -0.122, -0.1202, -0.113, -0.1094, -0.0956, -0.0811, -0.1046, -0.0974, -0.0505, -0.0481, -0.0637, -0.0577, -0.03, -0.0192, -0.0168, -0.0168, 0.0, -0.0192, -0.0204, -0.0469, -0.0252, -0.0096, -0.0114, -0.0174, -0.0361, -0.0192, -0.006, 0.0024, -0.0096, -0.006, 0.027, 0.024, 0.0451, 0.0403, 0.0535, 0.0487, 0.0487, 0.0108, -0.0355, -0.0012, 0.0282, 0.0204, 0.0631, 0.0547, 0.0403, 0.0403, 0.0373, 0.0403, 0.021, 0.0288, 0.0451, 0.0523, 0.0451, 0.0391, 0.0523, 0.0679, 0.0841, 0.0944, 0.0288, 0.0132, 0.012, 0.027, 0.0252, -0.009, -0.0186, -0.0156, -0.0096, -0.0024, 0.0078, -0.0072, -0.0361, -0.0325, -0.0186, -0.0343, 0.0036, 0.0589, 0.1502, 0.155, 0.155, 0.1544, 0.1466, 0.1472, 0.1478, 0.1659, 0.1749, 0.1635, 0.1544, 0.1364, 0.1665, 0.1635, 0.2085, 0.2037, 0.235, 0.2266, 0.2272, 0.2133, 0.1737, 0.1508, 0.1508, 0.1286, 0.1382, 0.1563, 0.1869, 0.1869, 0.2151, 0.262, 0.28, 0.2578, 0.259, 0.2488, 0.2788, 0.2572, 0.3068, 0.3522, 0.3522, 0.3522, 0.3666, 0.4002, 0.4189, 0.4309, 0.4309, 0.2596, 0.3269, 0.3522, 0.354, 0.3612, 0.3756, 0.2819, 0.271, 0.3071, 0.2476, 0.2398, 0.2254, 0.2049, 0.2133, 0.2133, 0.2374, 0.2326, 0.2524, 0.238, 0.1959, 0.1779, 0.2097]}
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{"unit_id": "quote:1980139763417129421", "ticker_idx": 0, "ts": "2025-10-20T05:11:23+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Friendly reminder that in early October DA Davidson wrote that expects $NBIS to sign another large hyperscaler deal soon. Tomorrow pre market would be a GREAT time to announce if you asked me", "tweet_type": "news_reaction", "timeline": "days", "summary": "Bullish NBIS ahead of expected hyperscaler contract announcement, endorsing DA Davidson's thesis.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS - Friendly reminder that in early October DA Davidson wrote that expects $NBIS to sign another large hyperscaler deal soon. Tomorrow pre market would be a GREAT time to announce if you asked me", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS \n\nDA DAVIDSON EXPECTS $NBIS TO SIGN ANOTHER LARGE HYPERSCALER CONTRACT SOON.\n\n“We remain confident that Nebius is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically, news surrounding the Birmingham, Alabama site given https://t.co/wya8svEHf5", "parent_author": null, "ret_m1d": 0.04073396735235102, "ret_signed_m1d": 0.04073396735235102, "alpha_spy_m1d": 0.051027410655493655, "alpha_c_m1d": 0.051917647390605115, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011183680038254096, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.043302763492689245, "ret_signed_p1d": -0.043302763492689245, "alpha_spy_p1d": -0.043287820613906014, "alpha_c_p1d": -0.04683000410476734, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.0035272406120780975, "ret_p1w": 0.15073394775390625, "ret_signed_p1w": 0.15073394775390625, "alpha_spy_p1w": 0.1299682966468405, "alpha_c_p1w": 0.14281914778794813, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.00791479996595812, "ret_p1m": -0.16935778976580418, "ret_signed_p1m": -0.16935778976580418, "alpha_spy_p1m": -0.15264395066155556, "alpha_c_p1m": -0.1312469940901808, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.038110795675623366, "ret_p3m": -0.046926585906142515, "ret_signed_p3m": -0.046926585906142515, "alpha_spy_p3m": -0.08116686336331558, "alpha_c_p3m": -0.04990511668174413, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.0029785307756016177, "ret_p6m": 0.4856880957927179, "ret_signed_p6m": 0.4856880957927179, "alpha_spy_p6m": 0.4452974027676686, "alpha_c_p6m": 0.47647857903819246, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.009209516754525415, "ret_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": 0.15073394775390625, "alpha_spy_stated": 0.1299682966468405, "alpha_c_stated": 0.14281914778794813, "price_path": [-0.524, -0.5215, -0.5287, -0.5161, -0.5376, -0.5294, -0.5006, -0.5229, -0.503, -0.4939, -0.4946, -0.4008, -0.369, -0.3556, -0.3089, -0.352, -0.3719, -0.3429, -0.3345, -0.3836, -0.381, -0.3928, -0.3672, -0.3576, -0.3534, -0.3569, -0.3391, -0.3732, -0.3732, -0.3971, -0.3977, -0.4045, -0.3994, -0.4123, -0.1218, -0.1432, -0.1817, -0.1706, -0.1655, -0.1795, -0.1369, -0.1365, -0.0889, -0.022, -0.011, 0.0388, -0.0097, -0.0119, 0.0112, 0.03, 0.0606, 0.1548, 0.1741, 0.1462, 0.0798, 0.1193, 0.2169, 0.1888, 0.2428, 0.1757, 0.1544, 0.1288, 0.0407, 0.0, -0.0433, -0.0952, -0.0261, 0.0758, 0.1507, 0.1177, 0.1477, 0.1393, 0.2002, 0.1052, 0.0141, 0.0734, 0.004, 0.0209, 0.0087, -0.0622, -0.1343, -0.1869, -0.2336, -0.2112, -0.1694, -0.1278, -0.2235, -0.2361, -0.1569, -0.1846, -0.1313, -0.1313, -0.1296, -0.0812, -0.1151, -0.0925, -0.0569, -0.1006, -0.0795, -0.1155, -0.1414, -0.135, -0.1955, -0.2556, -0.2573, -0.3078, -0.2836, -0.1793, -0.1447, -0.174, -0.1639, -0.1639, -0.1964, -0.2106, -0.2186, -0.2321, -0.2321, -0.1748, -0.1483, -0.0804, -0.1173, -0.1073, -0.1016, -0.0153, -0.0328, -0.0644, -0.0469, -0.0025, -0.0025, -0.0891, -0.0929, -0.1115, -0.133, -0.1609, -0.1021, -0.0786, -0.1293, -0.2184, -0.1912, -0.1748, -0.2441, -0.3223, -0.2101, -0.1479, -0.1579, -0.1871, -0.1768, -0.1008, -0.1008, -0.1053, -0.0661, -0.0128, -0.1017, -0.077, -0.0589, -0.0264, -0.0378, -0.1634, -0.165, -0.2037, -0.1029, -0.1225, -0.1805, -0.129, -0.1153, 0.0275, -0.0088, 0.0362, 0.1913, 0.0672, 0.0877, 0.1149, 0.0791, 0.0472, 0.0542, 0.0559, -0.0278, -0.075, -0.1536, -0.0481, -0.0647, -0.0017, -0.0017, 0.0325, 0.0771, 0.1468, 0.2507, 0.33, 0.418, 0.4857]}
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{"unit_id": "orig:1975371231072239947", "ticker_idx": 0, "ts": "2025-10-07T01:22:56+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $NBIS $FLNC $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS, FLNC, and RKLB; author sees the stock market rally as early innings with much more upside ahead.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "The more I see people who’ve sat out the greatest stock market rally in history screaming about how much of a bubble it is, the more bullish I become. \n\nIt’s the same story every cycle, where those who missed the move convince themselves it can’t be real, that prices have to fall back to what they think is “normal.” \n\nMarkets don’t reward comfort, they reward conviction. \n\nThis is the bottom of the first inning in an extra innings ball game. Long $NBIS $FLNC $RKLB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763492888399302, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877438838053804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.016799547268621873, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.02274684519888437, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005947297930262496, "alpha_spy_stated": -0.018590888135602834, "alpha_c_stated": 0.016799547268621873, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
{"unit_id": "orig:1975371231072239947", "ticker_idx": 1, "ts": "2025-10-07T01:22:56+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $NBIS $FLNC $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS, FLNC, and RKLB; author sees the stock market rally as early innings with much more upside ahead.", "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 more I see people who’ve sat out the greatest stock market rally in history screaming about how much of a bubble it is, the more bullish I become. \n\nIt’s the same story every cycle, where those who missed the move convince themselves it can’t be real, that prices have to fall back to what they think is “normal.” \n\nMarkets don’t reward comfort, they reward conviction. \n\nThis is the bottom of the first inning in an extra innings ball game. Long $NBIS $FLNC $RKLB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10339843189186237, "ret_signed_m1d": 0.10339843189186237, "alpha_spy_m1d": 0.09967712119143624, "alpha_c_m1d": 0.09967712119143624, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003721310700426139, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08170644401118032, "ret_signed_p1d": 0.08170644401118032, "alpha_spy_p1d": 0.07574338874160902, "alpha_c_p1d": 0.07574338874160902, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": 0.005963055269571305, "ret_p1w": 0.33405646165725833, "ret_signed_p1w": 0.33405646165725833, "alpha_spy_p1w": 0.3443535502956583, "alpha_c_p1w": 0.3443535502956583, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.010297088638399954, "ret_p1m": 0.4981922941184016, "ret_signed_p1m": 0.4981922941184016, "alpha_spy_p1m": 0.48554870391306126, "alpha_c_p1m": 0.48554870391306126, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": 0.012643590205340338, "ret_p3m": 0.6637744291986805, "ret_signed_p3m": 0.6637744291986805, "alpha_spy_p3m": 0.6397597841887832, "alpha_c_p3m": 0.6397597841887832, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.02401464500989725, "ret_p6m": -0.05856829142521969, "ret_signed_p6m": -0.05856829142521969, "alpha_spy_p6m": -0.04340050823964681, "alpha_c_p6m": -0.04340050823964681, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.01516778318557288, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4981922941184016, "alpha_spy_stated": 0.48554870391306126, "alpha_c_stated": 0.48554870391306126, "price_path": [-0.3803, -0.4093, -0.4259, -0.3984, -0.402, -0.4042, -0.3521, -0.3109, -0.2617, -0.3174, -0.3232, -0.3218, -0.3608, -0.389, -0.4071, -0.4129, -0.4375, -0.3868, -0.3818, -0.389, -0.3442, -0.3355, -0.3391, -0.4671, -0.4541, -0.453, -0.4252, -0.4172, -0.4346, -0.4591, -0.5054, -0.4548, -0.4599, -0.4519, -0.4736, -0.4396, -0.4649, -0.4649, -0.4989, -0.5119, -0.5119, -0.4541, -0.4787, -0.5098, -0.5112, -0.4982, -0.4939, -0.4657, -0.4577, -0.462, -0.4273, -0.3232, -0.2336, -0.2617, -0.1916, -0.1518, -0.1388, -0.1757, -0.2191, -0.0275, -0.0564, -0.0029, 0.1034, 0.0, 0.0817, 0.0774, -0.0535, 0.149, 0.3341, 0.5503, 0.4158, 0.325, 0.3341, 0.1757, 0.1005, 0.1591, 0.4114, 0.355, 0.3087, 0.4664, 0.4801, 0.5184, 0.5047, 0.3868, 0.4982, 0.4331, 0.5033, 0.5756, 0.4989, 0.389, 0.175, 0.295, 0.2458, 0.2307, 0.2155, 0.1215, 0.1135, 0.1424, 0.2126, 0.3731, 0.3731, 0.4201, 0.402, 0.4432, 0.4353, 0.6876, 0.7325, 0.6529, 0.731, 0.7216, 0.8648, 0.6045, 0.556, 0.5409, 0.3427, 0.3962, 0.4432, 0.4787, 0.4223, 0.4338, 0.4338, 0.4613, 0.444, 0.436, 0.4302, 0.4302, 0.6638, 0.6088, 0.5785, 0.4866, 0.5315, 0.6775, 0.6833, 0.7223, 0.6377, 0.8438, 0.9581, 0.9581, 0.8445, 0.9046, 0.9718, 0.9479, 0.961, 1.0564, 1.2408, 1.2827, 1.2249, 1.2336, 1.3304, 1.0962, 0.3702, 0.4056, 0.4027, 0.3731, 0.2668, 0.261, 0.3348, 0.3348, 0.2856, 0.2603, 0.1974, 0.1967, 0.162, 0.1923, 0.1808, 0.1714, 0.1236, 0.0933, 0.0788, 0.1424, 0.1396, 0.0687, 0.1352, 0.2205, 0.2372, 0.1873, 0.1844, 0.2133, 0.1931, 0.1562, 0.1591, 0.094, 0.1106, 0.1678, 0.1822, 0.0817, 0.0231, -0.06, -0.0051, -0.0586]}
{"unit_id": "orig:1975371231072239947", "ticker_idx": 2, "ts": "2025-10-07T01:22:56+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $NBIS $FLNC $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS, FLNC, and RKLB; author sees the stock market rally as early innings with much more upside ahead.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The more I see people who’ve sat out the greatest stock market rally in history screaming about how much of a bubble it is, the more bullish I become. \n\nIt’s the same story every cycle, where those who missed the move convince themselves it can’t be real, that prices have to fall back to what they think is “normal.” \n\nMarkets don’t reward comfort, they reward conviction. \n\nThis is the bottom of the first inning in an extra innings ball game. Long $NBIS $FLNC $RKLB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04893510654640143, "ret_signed_m1d": -0.04893510654640143, "alpha_spy_m1d": -0.05265641724682757, "alpha_c_m1d": -0.05464001873603608, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.005704912189634648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06177856187211539, "ret_signed_p1d": 0.06177856187211539, "alpha_spy_p1d": 0.055815506602544085, "alpha_c_p1d": 0.05309147299285244, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": 0.00868708887926295, "ret_p1w": 0.10599903488342588, "ret_signed_p1w": 0.10599903488342588, "alpha_spy_p1w": 0.11629612352182583, "alpha_c_p1w": 0.11254693136918525, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.006547896485759375, "ret_p1m": -0.0827507769709368, "ret_signed_p1m": -0.0827507769709368, "alpha_spy_p1m": -0.09539436717627714, "alpha_c_p1m": -0.07594353908062879, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.0068072378903080155, "ret_p3m": 0.23540887558709667, "ret_signed_p3m": 0.23540887558709667, "alpha_spy_p3m": 0.21139423057719942, "alpha_c_p3m": 0.20771961548443185, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.027689260102664814, "ret_p6m": 0.06519262609261678, "ret_signed_p6m": 0.06519262609261678, "alpha_spy_p6m": 0.08036040927818966, "alpha_c_p6m": -0.007460586153526183, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": 0.07265321224614296, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0827507769709368, "alpha_spy_stated": -0.09539436717627714, "alpha_c_stated": -0.07594353908062879, "price_path": [-0.3643, -0.3655, -0.2975, -0.2749, -0.2247, -0.1655, -0.1645, -0.2328, -0.2378, -0.2009, -0.2175, -0.2289, -0.2666, -0.2881, -0.245, -0.2535, -0.2715, -0.2759, -0.2725, -0.283, -0.2813, -0.2735, -0.2681, -0.2939, -0.3009, -0.304, -0.2803, -0.2689, -0.3347, -0.3385, -0.3248, -0.2785, -0.2323, -0.2175, -0.2481, -0.2211, -0.2099, -0.2099, -0.1983, -0.2923, -0.3011, -0.2548, -0.224, -0.2354, -0.2494, -0.2126, -0.1328, -0.1214, -0.2319, -0.2183, -0.233, -0.2231, -0.1902, -0.1398, -0.2084, -0.2419, -0.2479, -0.2357, -0.2211, -0.2201, -0.147, -0.087, -0.0489, 0.0, 0.0618, 0.0798, 0.0447, 0.0636, 0.106, 0.1262, 0.0893, 0.0774, 0.0949, 0.0632, -0.0154, 0.0335, 0.0496, 0.0668, 0.0364, 0.0756, -0.0096, 0.0239, -0.0028, -0.0803, -0.0828, -0.1935, -0.1605, -0.1562, -0.167, -0.1876, -0.2643, -0.2596, -0.2959, -0.3045, -0.2908, -0.3582, -0.3448, -0.3099, -0.3074, -0.3183, -0.3183, -0.3149, -0.3437, -0.3188, -0.273, -0.1974, -0.2025, -0.1618, -0.1314, -0.0649, 0.0328, -0.0003, -0.0992, -0.0979, -0.1227, -0.0258, 0.1465, 0.2608, 0.2548, 0.2548, 0.2548, 0.1486, 0.14, 0.1453, 0.1341, 0.1341, 0.2354, 0.2704, 0.3986, 0.3669, 0.3507, 0.3795, 0.429, 0.4076, 0.4924, 0.4755, 0.5656, 0.5656, 0.4495, 0.4277, 0.4303, 0.4453, 0.3084, 0.4144, 0.4399, 0.3929, 0.3017, 0.2055, 0.3212, 0.1886, 0.0782, 0.1757, 0.233, 0.171, 0.1318, 0.0732, 0.0964, 0.0964, 0.1362, 0.2099, 0.245, 0.152, 0.1414, 0.1375, 0.1413, 0.1811, 0.1234, 0.1538, 0.1401, 0.1691, 0.138, 0.1398, 0.1621, 0.1206, 0.1699, 0.1115, 0.1122, 0.1593, 0.2777, 0.1296, 0.1694, 0.093, 0.1055, 0.0741, 0.1848, 0.072, -0.0094, -0.0671, 0.0441, 0.0652]}
{"unit_id": "orig:1987775056450126136", "ticker_idx": 0, "ts": "2025-11-10T06:51:19+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Goldman Sachs has doubled its target price for SanDisk, citing strong confidence that the ongoing NAND supply shortage will significantly drive pricing power and profit growth. The firm raised its target price to $280", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares/endorses Goldman Buy on SanDisk, PT doubled to $280 on NAND supercycle pricing power and 79% EPS estimate revisions through 2027.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK - Goldman Sachs has doubled its target price for SanDisk, citing strong confidence that the ongoing NAND supply shortage will significantly drive pricing power and profit growth.  \n\nThe firm raised its target price to $280 and assessed that the supply shortage in the NAND flash memory market will persist through 2026. \n\nThis environment grants manufacturers substantial pricing power, which is expected to translate directly into soaring profit margins.  \n\nAs a result, Goldman Sachs has revised its EPS forecasts for 2025–2027 upward by an average of 79%. The key driver is the tightening of production capacity due to surging demand for AI servers. \n\nGoldman Sachs pointed out that market participants have not yet fully priced in the substantial earnings leverage embedded in this supercycle.  $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10625122292397904, "ret_signed_m1d": -0.10625122292397904, "alpha_spy_m1d": -0.09088660772345702, "alpha_c_m1d": -0.08131288737481712, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.024938335549161916, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013547207314287046, "ret_signed_p1d": 0.013547207314287046, "alpha_spy_p1d": 0.01125803028643313, "alpha_c_p1d": 0.022074173381836815, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": -0.008526966067549768, "ret_p1w": -0.0077253488707415, "ret_signed_p1w": -0.0077253488707415, "alpha_spy_p1w": 0.015416941254540961, "alpha_c_p1w": 0.03250749145109133, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.04023284032183283, "ret_p1m": -0.18096661050232876, "ret_signed_p1m": -0.18096661050232876, "alpha_spy_p1m": -0.18331448900833103, "alpha_c_p1m": -0.182692447948699, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.0017258374463702264, "ret_p3m": 1.1504011418436924, "ret_signed_p3m": 1.1504011418436924, "alpha_spy_p3m": 1.153068627320721, "alpha_c_p3m": 1.2311325353109928, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.0807313934673004, "ret_p6m": 4.248441433928621, "ret_signed_p6m": 4.248441433928621, "alpha_spy_p6m": 4.1802752906834675, "alpha_c_p6m": 4.124444051453931, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.12399738247468939, "ret_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": [-0.8246, -0.8258, -0.8338, -0.8301, -0.8336, -0.8343, -0.8302, -0.8269, -0.8254, -0.8233, -0.8192, -0.8102, -0.8042, -0.8042, -0.8094, -0.8022, -0.7667, -0.7442, -0.7369, -0.7369, -0.7241, -0.6854, -0.6786, -0.6638, -0.6583, -0.6493, -0.631, -0.6185, -0.6159, -0.6029, -0.6274, -0.6481, -0.6375, -0.5764, -0.5813, -0.548, -0.5367, -0.5208, -0.5478, -0.5486, -0.5078, -0.516, -0.5637, -0.4976, -0.5249, -0.4615, -0.4616, -0.4769, -0.4475, -0.4428, -0.4516, -0.3766, -0.3052, -0.3413, -0.3449, -0.2373, -0.2692, -0.2561, -0.2274, -0.2739, -0.192, -0.2249, -0.1063, 0.0, 0.0135, 0.0565, -0.091, -0.0515, -0.0077, -0.0859, -0.0821, -0.2687, -0.2526, -0.153, -0.1771, -0.1975, -0.1975, -0.1667, -0.2156, -0.2336, -0.2746, -0.2039, -0.1473, -0.1585, -0.181, -0.131, -0.0983, -0.2305, -0.2466, -0.2188, -0.2281, -0.181, -0.1132, -0.1004, -0.086, -0.0667, -0.0667, -0.0668, -0.0884, -0.1035, -0.1141, -0.1141, 0.0272, 0.0229, 0.3048, 0.3195, 0.2485, 0.4085, 0.4528, 0.4548, 0.4473, 0.5273, 0.5436, 0.5436, 0.6911, 0.8708, 0.8789, 0.7684, 0.757, 0.7967, 0.9691, 1.0127, 1.1506, 1.4827, 1.5957, 1.1816, 1.1504, 1.2316, 1.1773, 1.0214, 1.2368, 1.3523, 1.3383, 1.3383, 1.2041, 1.2407, 1.3179, 1.4257, 1.4874, 1.383, 1.3601, 1.4329, 1.3712, 1.3104, 1.1101, 1.2357, 1.1108, 0.968, 1.1972, 1.3097, 1.4461, 1.3095, 1.4692, 1.626, 1.6877, 1.8128, 1.8815, 1.6487, 1.6217, 1.6217, 1.5298, 1.2511, 1.2983, 1.1366, 1.3711, 1.5853, 1.6184, 1.6184, 1.7043, 1.6527, 1.9143, 2.1781, 2.1788, 2.5548, 2.5248, 2.3279, 2.4315, 2.4372, 2.4074, 2.3719, 2.6539, 2.4799, 2.6943, 2.994, 2.7408, 2.9717, 3.0922, 3.4299, 3.6869, 4.2484]}
{"unit_id": "quote:1979599484968698134", "ticker_idx": 0, "ts": "2025-10-18T17:24:31+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC – The dominant grid battery player keeping data centers and renewables running 24/7.", "tweet_type": "analysis", "timeline": "years", "summary": "Long FLNC, NBIS, EOSE, and TE as AI/energy infrastructure plays for the next decade's 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": "If you’re an investor or thinking about investing in these four, this is a must watch. 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{"unit_id": "quote:1979599484968698134", "ticker_idx": 1, "ts": "2025-10-18T17:24:31+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS – The AI cloud engine powering next generation compute and model training worldwide.", "tweet_type": "analysis", "timeline": "years", "summary": "Long FLNC, NBIS, EOSE, and TE as AI/energy infrastructure plays for the next decade's buildout.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "If you’re an investor or thinking about investing in these four, this is a must watch. 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{"unit_id": "quote:1979599484968698134", "ticker_idx": 2, "ts": "2025-10-18T17:24:31+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$EOSE – America's zinc storage pure play built for long duration, scalable energy independence.", "tweet_type": "analysis", "timeline": "years", "summary": "Long FLNC, NBIS, EOSE, and TE as AI/energy infrastructure plays for the next decade's buildout.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "If you’re an investor or thinking about investing in these four, this is a must watch. 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{"unit_id": "quote:1979599484968698134", "ticker_idx": 3, "ts": "2025-10-18T17:24:31+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE – A high upside bet on next generation energy infrastructure connecting power, storage, and AI demand.", "tweet_type": "analysis", "timeline": "years", "summary": "Long FLNC, NBIS, EOSE, and TE as AI/energy infrastructure plays for the next decade's buildout.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "If you’re an investor or thinking about investing in these four, this is a must watch. These companies sit at the intersection of AI and Energy, forming the backbone of the next decade’s infrastructure build out.\n\n$FLNC – The dominant grid battery player keeping data centers and renewables running 24/7.\n\n$NBIS – The AI cloud engine powering next generation compute and model training worldwide.\n\n$EOSE – America’s zinc storage pure play built for long duration, scalable energy independence.\n\n$TE – A high upside bet on next generation energy infrastructure connecting power, storage, and AI demand.", "reply_text": null, "parent_text": null, "quoted_text": "👀AI Investor rapid-fire debate \n\ndatacenters, NVDA, META, GOOG, AAPL, MSFT, SK Hynix, Memory, Robots, \"Lifecording\", open source, maintenance capex, decline of SaaS, Anduril + more...\n \n-Brad Gerstner (Altimeter)\n-Andrew Homan (Maverick)\n-Josh Wolfe (Lux)\n-Chase Coleman (Tiger) https://t.co/61PfHQbitq", "parent_author": null, "ret_m1d": -0.0924369823662422, "ret_signed_m1d": -0.0924369823662422, "alpha_spy_m1d": -0.08214353906309957, "alpha_c_m1d": -0.08077719634621494, "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": -0.0588235706606518, "ret_signed_p1d": -0.0588235706606518, "alpha_spy_p1d": -0.05880862778186857, "alpha_c_p1d": -0.06768240529764358, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.008858834636991775, "ret_p1w": -0.1953782059784157, "ret_signed_p1w": -0.1953782059784157, "alpha_spy_p1w": -0.21614385708548145, "alpha_c_p1w": -0.21016448617922756, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.014786280200811852, "ret_p1m": -0.3571429000753723, "ret_signed_p1m": -0.3571429000753723, "alpha_spy_p1m": -0.3404290609711237, "alpha_c_p1m": -0.33323721063598266, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.023905689439389644, "ret_p3m": 0.5567225821652493, "ret_signed_p3m": 0.5567225821652493, "alpha_spy_p3m": 0.5224823047080762, "alpha_c_p3m": 0.4731648595772411, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.0835577225880082, "ret_p6m": 0.02100838231599389, "ret_signed_p6m": 0.02100838231599389, "alpha_spy_p6m": -0.019382310709055384, "alpha_c_p6m": -0.11521157753807221, "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": [-0.6702, -0.6891, -0.7017, -0.7059, -0.7185, -0.729, -0.75, -0.7563, -0.7395, -0.7374, -0.7374, -0.7332, -0.7311, -0.7395, -0.7374, -0.7185, -0.7353, -0.6891, -0.6744, -0.6933, -0.7206, -0.6891, -0.666, -0.6597, -0.6618, -0.6681, -0.6555, -0.6534, -0.6534, -0.6029, -0.6155, -0.6113, -0.584, -0.584, -0.5924, -0.6071, -0.605, -0.6092, -0.6261, -0.6324, -0.6282, -0.6092, -0.5903, -0.5735, -0.6134, -0.5378, -0.5231, -0.5378, -0.5105, -0.542, -0.4979, -0.5042, -0.4685, -0.4118, -0.3992, -0.3845, -0.1954, -0.2353, -0.2647, -0.1576, 0.1008, -0.0147, -0.0924, 0.0, -0.0588, -0.1366, -0.2206, -0.271, -0.1954, -0.2227, -0.2437, -0.2353, -0.2185, -0.2815, -0.2269, -0.1408, -0.2269, -0.1996, -0.0546, -0.0735, -0.1912, -0.2668, -0.2941, -0.3319, -0.3571, -0.3929, -0.4286, -0.4286, -0.3403, -0.3088, -0.1933, -0.1933, -0.1345, -0.0609, -0.0042, -0.0504, 0.0735, 0.2248, 0.2647, 0.4139, 0.292, 0.2332, 0.1239, 0.063, 0.1429, 0.1387, 0.2647, 0.3508, 0.5336, 0.4937, 0.4811, 0.4811, 0.4286, 0.3487, 0.3655, 0.4034, 0.4034, 0.6471, 0.7227, 0.6071, 0.5294, 0.4307, 0.458, 0.5147, 0.6513, 0.6513, 0.5567, 0.7164, 0.7164, 0.7395, 0.6429, 0.7584, 0.7857, 0.7101, 0.916, 0.9937, 0.8655, 0.75, 0.8193, 0.9097, 0.6239, 0.5273, 0.7374, 0.605, 0.5777, 0.4391, 0.3046, 0.2857, 0.2857, 0.3529, 0.3571, 0.3256, 0.3046, 0.3214, 0.4895, 0.5168, 0.5315, 0.2941, 0.437, 0.3676, 0.4916, 0.4307, 0.4118, 0.5042, 0.6765, 0.7101, 0.6261, 0.6008, 0.6218, 0.6366, 0.5399, 0.6197, 0.3866, 0.437, 0.3887, 0.4034, 0.3193, 0.2101, 0.1807, -0.0777, -0.0588, -0.1197, -0.1197, -0.1492, -0.1744, -0.1239, -0.1218, -0.0147, 0.0735, 0.021]}
{"unit_id": "orig:1981785950993932657", "ticker_idx": 0, "ts": "2025-10-24T18:12:45+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "have fun adding when it hits $200 soon", "tweet_type": "prediction", "timeline": "weeks", "summary": "NBIS will hit $200 soon; bullish call targeting $200.", "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": "To the regardeds that were waiting to add to $NBIS when it hit $80 have fun adding when it hits $200 soon https://t.co/PsSZ7Jyuzh", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09466142138753608, "ret_signed_m1d": -0.09466142138753608, "alpha_spy_m1d": -0.08655511591787668, "alpha_c_m1d": -0.0920651199162209, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.0025963014713151766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06967421132615681, "ret_signed_p1d": 0.06967421132615681, "alpha_spy_p1d": 0.05787654683337218, "alpha_c_p1d": 0.05574076895913249, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.013933442367024318, "ret_p1w": 0.1156404992406066, "ret_signed_p1w": 0.1156404992406066, "alpha_spy_p1w": 0.10853829285780758, "alpha_c_p1w": 0.12204474062808657, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": -0.00640424138747997, "ret_p1m": -0.21627153460980486, "ret_signed_p1m": -0.21627153460980486, "alpha_spy_p1m": -0.20369121804144297, "alpha_c_p1m": -0.19428968426880588, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.021981850340998976, "ret_p3m": -0.15683096584190137, "ret_signed_p3m": -0.15683096584190137, "alpha_spy_p3m": -0.171855377716986, "alpha_c_p3m": -0.1520805516355772, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": -0.0047504142063241606, "ret_p6m": 0.3573256077311022, "ret_signed_p6m": 0.3573256077311022, "alpha_spy_p6m": 0.30489982246655156, "alpha_c_p6m": 0.32301483985906865, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.034310767872033576, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21627153460980486, "alpha_spy_stated": -0.20369121804144297, "alpha_c_stated": -0.19428968426880588, "price_path": [-0.5702, -0.5626, -0.5358, -0.5565, -0.538, -0.5295, -0.5302, -0.443, -0.4134, -0.401, -0.3576, -0.3977, -0.4162, -0.3892, -0.3814, -0.427, -0.4246, -0.4356, -0.4117, -0.4029, -0.3989, -0.4022, -0.3856, -0.4174, -0.4174, -0.4395, -0.4401, -0.4464, -0.4417, -0.4537, -0.1837, -0.2036, -0.2394, -0.229, -0.2243, -0.2373, -0.1977, -0.1973, -0.1531, -0.0909, -0.0807, -0.0344, -0.0795, -0.0815, -0.06, -0.0426, -0.0141, 0.0734, 0.0914, 0.0655, 0.0038, 0.0404, 0.1312, 0.1051, 0.1552, 0.0929, 0.0731, 0.0493, -0.0326, -0.0704, -0.1107, -0.159, -0.0947, 0.0, 0.0697, 0.039, 0.0669, 0.059, 0.1156, 0.0274, -0.0573, -0.0022, -0.0667, -0.051, -0.0623, -0.1283, -0.1953, -0.2442, -0.2876, -0.2668, -0.2279, -0.1892, -0.2782, -0.29, -0.2163, -0.242, -0.1925, -0.1925, -0.1909, -0.1459, -0.1775, -0.1564, -0.1233, -0.1639, -0.1444, -0.1778, -0.2019, -0.196, -0.2522, -0.308, -0.3097, -0.3566, -0.334, -0.2371, -0.2049, -0.2322, -0.2228, -0.2228, -0.253, -0.2662, -0.2737, -0.2862, -0.2862, -0.2329, -0.2083, -0.1451, -0.1795, -0.1702, -0.1648, -0.0847, -0.1009, -0.1303, -0.1141, -0.0727, -0.0727, -0.1532, -0.1568, -0.1741, -0.1941, -0.22, -0.1654, -0.1435, -0.1906, -0.2735, -0.2482, -0.2329, -0.2974, -0.37, -0.2657, -0.2079, -0.2172, -0.2443, -0.2348, -0.1642, -0.1642, -0.1683, -0.1318, -0.0823, -0.1649, -0.142, -0.1252, -0.095, -0.1056, -0.2223, -0.2239, -0.2598, -0.1661, -0.1843, -0.2382, -0.1903, -0.1776, -0.0449, -0.0786, -0.0368, 0.1074, -0.0079, 0.0111, 0.0363, 0.0031, -0.0265, -0.02, -0.0185, -0.0963, -0.1402, -0.2132, -0.1151, -0.1306, -0.072, -0.072, -0.0403, 0.0012, 0.066, 0.1626, 0.2363, 0.3181, 0.381, 0.4222, 0.41, 0.3401, 0.3573]}
{"unit_id": "thread:1992706477769785616", "ticker_idx": 0, "ts": "2025-11-23T21:27:01+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "700% revenue growth in FY26... the Indiana project represents the next phase of Nebius's U.S. expansion and reinforces its strategy of scaling into large-format AI infrastructure deployments... management has stated in prior earnings call that the company has effectively been sold out of capacity for months, with demand running well ahead of available infrastructure", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish NBIS: 1,200-acre greenfield DC in Indianapolis expands hyperscale footprint; demand exceeds supply, 700% FY26 revenue growth projected.", "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": "BREAKING - NEBIUS SEEKING APPROVAL OF NEW GREENFIELD DATA CENTER IN INDIANAPOLIS \n\n$NBIS is seeking approval for a new greenfield data center in the Indianapolis area and has withdrawn its initial 130-acre petition so it can advance a larger, more comprehensive application aligned with its full operational footprint. County officials indicate the revised filing is expected to expand to as much as 1,200 acres, reflecting a scale consistent with Nebius’s hyperscale buildout strategy.\n\nWhile the end-user has not been publicly confirmed, the region has seen increased hyperscale activity, including Meta’s recent $800 million campus announcement in nearby Jeffersonville. There is no confirmed link between Nebius’s project and Meta, but the site’s size and configuration are consistent with Tier-1 hyperscale requirements.\n\nThis update follows $NBIS land acquisition in Alabama, the opening of its Vineland, New Jersey data center, and internal projections calling for roughly 700% revenue growth in FY26. Taken together, the Indiana project represents the next phase of Nebius’s U.S. expansion and reinforces its strategy of scaling into large-format AI infrastructure deployments.\n\nZoning approval is the structural next step for any meaningful expansion of compute supply. Management has stated in prior earnings call that the company has effectively been sold out of capacity for montsh, with demand running well ahead of available infrastructure across every region.  By withdrawing and refiling at a larger scale, $NBIS is effectively aligning the Indiana site with the multi-phase, multi-hundred-megawatt growth profile that its current booking environment requires, rather than building around the constraints of the initial 130-acre footprint.\n\nhttps://t.co/J1iRV4ZfyL\n\n---\n\ncc: @aleabitoreddit @daniel_koss @mvcinvesting @amitisinvesting", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09401522574747101, "ret_signed_m1d": -0.09401522574747101, "alpha_spy_m1d": -0.07951011391006702, "alpha_c_m1d": -0.08419308815729676, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.009822137590174251, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.032861852255905655, "ret_signed_p1d": -0.032861852255905655, "alpha_spy_p1d": -0.04226768829519911, "alpha_c_p1d": -0.04427675602676473, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.011414903770859075, "ret_p1w": 0.08977148926027834, "ret_signed_p1w": 0.08977148926027834, "alpha_spy_p1w": 0.07251487957790292, "alpha_c_p1w": 0.07348979615275764, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.0162816931075207, "ret_p1m": -0.020348234118967246, "ret_signed_p1m": -0.020348234118967246, "alpha_spy_p1m": -0.05214409743949211, "alpha_c_p1m": -0.062468694273824066, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.04212046015485682, "ret_p3m": 0.17094666837463257, "ret_signed_p3m": 0.17094666837463257, "alpha_spy_p3m": 0.14437008330012113, "alpha_c_p3m": 0.14880039942651568, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.022146268948116887, "ret_p6m": 1.1515777197442003, "ret_signed_p6m": 1.1515777197442003, "alpha_spy_p6m": 1.0481311003576392, "alpha_c_p6m": 1.1198465829808257, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.03173113676337458, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.17094666837463257, "alpha_spy_stated": 0.14437008330012113, "alpha_c_stated": 0.14880039942651568, "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": "orig:1980807876361724272", "ticker_idx": 0, "ts": "2025-10-22T01:26:14+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$EOSE (Eos Energy Enterprises): ~-35% off highs. Zinc-based long-duration battery technology and just struck a strategic collaboration with Talen Energy Corp.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on EOSE, SNDK, NBIS, and TE as tariff resolution and $7.5T cash deployment drive a historic year-end bull rally into risk assets.", "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": "WOW - CASH ON THE SIDELINES REACHES $7.5 TRILLION. \n\nAs tariff uncertainty gets finally resolved next week after Donald Trump’s meeting with Xi Jinping, I fundamentally believe we will see the greatest bull-market rally into year-end in history.\n\nHere are four stocks that have pulled back sharply and stand to benefit the most as capital rotates back into risk assets:\n\n$EOSE (Eos Energy Enterprises): ~-35% off highs. Zinc-based long-duration battery technology and just struck a strategic collaboration with Talen Energy Corp. in Pennsylvania to deliver storage capacity for AI-driven data centers.\n\n$SNDK (SanDisk Corp.): ~-25% off highs. Flash/NAND memory prices are going vertical. Memory is the next layer as the AI buildout shifts to the application and robotics layer. \n\n$NBIS (Nebius Group):~-40% off its highs. Just recently signed a multi-billion-dollar AI infrastructure deal with Microsoft Corporation, yet trades only marginally higher than when the news broke. \n\n$TE (T1 Energy Inc.): ~-30% off highs. U.S.-based domestic solar and battery manufacturing (5 GW solar-cell facility in Texas) with huge upside from policy tailwinds, reshoring, and advanced manufacturing. Has strategic partnerships with Corning & Palantir. \n\nWhen $7.5 T in idle cash starts chasing returns, it won’t trickle it’ll flood.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08233723657993153, "ret_signed_m1d": 0.08233723657993153, "alpha_spy_m1d": 0.07711115053133266, "alpha_c_m1d": 0.0691887705441423, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.01314846603578923, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0464807930567952, "ret_signed_p1d": -0.0464807930567952, "alpha_spy_p1d": -0.05241075576275955, "alpha_c_p1d": -0.05897500236115549, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.012494209304360293, "ret_p1w": -0.045816767253129886, "ret_signed_p1w": -0.045816767253129886, "alpha_spy_p1w": -0.07515196505786037, "alpha_c_p1w": -0.06027334400832862, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.014456576755198736, "ret_p1m": -0.14475433229976398, "ret_signed_p1m": -0.14475433229976398, "alpha_spy_p1m": -0.12188829362967613, "alpha_c_p1m": -0.11178514952361107, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.032969182776152905, "ret_p3m": 0.1586985575518054, "ret_signed_p3m": 0.1586985575518054, "alpha_spy_p3m": 0.11990885309798394, "alpha_c_p3m": 0.06318200837043686, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.09551654918136854, "ret_p6m": -0.5278884505040827, "ret_signed_p6m": -0.5278884505040827, "alpha_spy_p6m": -0.5845749423848497, "alpha_c_p6m": -0.6490607641876639, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.12117231368358117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14475433229976398, "alpha_spy_stated": -0.12188829362967613, "alpha_c_stated": -0.11178514952361107, "price_path": [-0.577, -0.5896, -0.6046, -0.6069, -0.6215, -0.6341, -0.5876, -0.5677, -0.571, -0.5644, -0.577, -0.5784, -0.5943, -0.579, -0.5797, -0.6109, -0.5797, -0.5983, -0.6023, -0.6003, -0.5803, -0.5837, -0.5405, -0.5272, -0.5266, -0.5418, -0.5418, -0.5013, -0.494, -0.5126, -0.5212, -0.5438, -0.5365, -0.5438, -0.5206, -0.4555, -0.4502, -0.4495, -0.4356, -0.4024, -0.3519, -0.3201, -0.3254, -0.2928, -0.3035, -0.328, -0.2583, -0.2437, -0.1786, -0.1793, -0.1633, -0.0797, -0.093, -0.0159, -0.0279, -0.0823, 0.1321, 0.1275, 0.2138, 0.0259, -0.0013, -0.0033, 0.0823, 0.0, -0.0465, 0.0664, 0.0212, -0.0033, -0.0458, -0.0491, 0.0644, 0.0372, -0.0637, -0.0133, 0.0153, 0.2125, 0.2742, 0.2297, 0.1467, 0.0096, -0.0837, -0.1368, -0.1049, -0.1514, -0.1448, -0.1793, -0.1288, -0.1102, -0.0564, -0.0564, -0.0007, -0.0966, -0.1514, -0.1003, 0.0352, -0.0046, 0.0246, -0.0073, -0.0179, 0.0916, -0.0146, -0.095, -0.1169, -0.1853, -0.1826, -0.1321, -0.1441, -0.2058, -0.2019, -0.2019, -0.2131, -0.2463, -0.2463, -0.239, -0.239, -0.1388, -0.1062, -0.0604, -0.0717, -0.0691, 0.0146, 0.071, 0.1169, 0.1487, 0.1208, 0.1587, 0.1587, 0.1501, 0.164, 0.2098, 0.1361, 0.075, -0.0033, 0.1076, 0.0697, -0.0279, -0.0624, -0.0435, -0.1766, -0.251, -0.1826, -0.1208, -0.1886, -0.2311, -0.2835, -0.2629, -0.2629, -0.2397, -0.2324, -0.2397, -0.2895, -0.3108, -0.2377, -0.261, -0.5525, -0.6218, -0.6082, -0.5976, -0.5518, -0.5538, -0.593, -0.5903, -0.5744, -0.5717, -0.5936, -0.6208, -0.6308, -0.6255, -0.6494, -0.6335, -0.6554, -0.6454, -0.662, -0.6614, -0.6799, -0.6773, -0.7082, -0.6707, -0.6687, -0.67, -0.67, -0.6786, -0.7025, -0.6952, -0.6049, -0.6268, -0.591, -0.5803, -0.5299, -0.5279]}
{"unit_id": "orig:1980807876361724272", "ticker_idx": 1, "ts": "2025-10-22T01:26:14+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK (SanDisk Corp.): ~-25% off highs. Flash/NAND memory prices are going vertical. Memory is the next layer as the AI buildout shifts to the application and robotics layer.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on EOSE, SNDK, NBIS, and TE as tariff resolution and $7.5T cash deployment drive a historic year-end bull rally into risk assets.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "WOW - CASH ON THE SIDELINES REACHES $7.5 TRILLION. \n\nAs tariff uncertainty gets finally resolved next week after Donald Trump’s meeting with Xi Jinping, I fundamentally believe we will see the greatest bull-market rally into year-end in history.\n\nHere are four stocks that have pulled back sharply and stand to benefit the most as capital rotates back into risk assets:\n\n$EOSE (Eos Energy Enterprises): ~-35% off highs. Zinc-based long-duration battery technology and just struck a strategic collaboration with Talen Energy Corp. in Pennsylvania to deliver storage capacity for AI-driven data centers.\n\n$SNDK (SanDisk Corp.): ~-25% off highs. Flash/NAND memory prices are going vertical. Memory is the next layer as the AI buildout shifts to the application and robotics layer. \n\n$NBIS (Nebius Group):~-40% off its highs. Just recently signed a multi-billion-dollar AI infrastructure deal with Microsoft Corporation, yet trades only marginally higher than when the news broke. \n\n$TE (T1 Energy Inc.): ~-30% off highs. U.S.-based domestic solar and battery manufacturing (5 GW solar-cell facility in Texas) with huge upside from policy tailwinds, reshoring, and advanced manufacturing. Has strategic partnerships with Corning & Palantir. \n\nWhen $7.5 T in idle cash starts chasing returns, it won’t trickle it’ll flood.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015923759009772498, "ret_signed_m1d": 0.015923759009772498, "alpha_spy_m1d": 0.010697672961173632, "alpha_c_m1d": 0.005940992214373608, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.00998276679539889, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13678126247661737, "ret_signed_p1d": 0.13678126247661737, "alpha_spy_p1d": 0.13085129977065302, "alpha_c_p1d": 0.1241713388208514, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.012609923655765964, "ret_p1w": 0.39067713408888305, "ret_signed_p1w": 0.39067713408888305, "alpha_spy_p1w": 0.36134193628415257, "alpha_c_p1w": 0.3253857396803057, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.06529139440857734, "ret_p1m": 0.33351487433434235, "ret_signed_p1m": 0.33351487433434235, "alpha_spy_p1m": 0.3563809130044302, "alpha_c_p1m": 0.38024156352215377, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.04672668918781142, "ret_p3m": 1.814698902395147, "ret_signed_p3m": 1.814698902395147, "alpha_spy_p3m": 1.7759091979413255, "alpha_c_p3m": 1.7930107995737221, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.02168810282142486, "ret_p6m": 5.257026129962935, "ret_signed_p6m": 5.257026129962935, "alpha_spy_p6m": 5.200339638082168, "alpha_c_p6m": 5.189108544560483, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.06791758540245185, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.33351487433434235, "alpha_spy_stated": 0.3563809130044302, "alpha_c_stated": 0.38024156352215377, "price_path": [-0.7109, -0.7149, -0.7079, -0.7047, -0.7079, -0.7187, -0.7107, -0.7147, -0.7135, -0.7231, -0.6983, -0.7049, -0.6813, -0.6801, -0.6823, -0.6969, -0.6902, -0.6966, -0.6979, -0.6904, -0.6845, -0.6817, -0.6778, -0.6704, -0.6538, -0.6429, -0.6429, -0.6525, -0.6393, -0.5747, -0.5335, -0.5203, -0.5202, -0.497, -0.4263, -0.4139, -0.3869, -0.377, -0.3605, -0.3272, -0.3045, -0.2996, -0.2759, -0.3207, -0.3584, -0.3391, -0.2276, -0.2365, -0.1758, -0.1552, -0.1262, -0.1754, -0.1769, -0.1026, -0.1175, -0.2044, -0.084, -0.1338, -0.018, -0.0182, -0.0462, 0.0074, 0.0159, 0.0, 0.1368, 0.2668, 0.201, 0.1945, 0.3907, 0.3326, 0.3564, 0.4087, 0.3241, 0.4733, 0.4133, 0.6297, 0.8234, 0.8481, 0.9265, 0.6575, 0.7296, 0.8093, 0.6668, 0.6738, 0.3335, 0.3628, 0.5445, 0.5005, 0.4634, 0.4634, 0.5194, 0.4302, 0.3974, 0.3228, 0.4516, 0.5547, 0.5343, 0.4934, 0.5846, 0.6442, 0.4031, 0.3737, 0.4244, 0.4075, 0.4934, 0.6169, 0.6404, 0.6666, 0.7018, 0.7018, 0.7016, 0.6621, 0.6347, 0.6154, 0.6154, 0.873, 0.8651, 1.3792, 1.406, 1.2766, 1.5683, 1.649, 1.6527, 1.6391, 1.7849, 1.8147, 1.8147, 2.0835, 2.4113, 2.4259, 2.2244, 2.2038, 2.2761, 2.5905, 2.67, 2.9214, 3.527, 3.733, 2.9779, 2.9211, 3.0691, 2.9701, 2.6859, 3.0785, 3.2891, 3.2638, 3.2638, 3.019, 3.0857, 3.2265, 3.4231, 3.5355, 3.3452, 3.3034, 3.4362, 3.3236, 3.2129, 2.8476, 3.0766, 2.8489, 2.5885, 3.0063, 3.2116, 3.4602, 3.2111, 3.5023, 3.7882, 3.9008, 4.1289, 4.2541, 3.8296, 3.7805, 3.7804, 3.6129, 3.1046, 3.1907, 2.8959, 3.3235, 3.7141, 3.7743, 3.7743, 3.9311, 3.837, 4.3141, 4.795, 4.7963, 5.4818, 5.4271, 5.0682, 5.257]}
{"unit_id": "orig:1980807876361724272", "ticker_idx": 2, "ts": "2025-10-22T01:26:14+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS (Nebius Group):~-40% off its highs. Just recently signed a multi-billion-dollar AI infrastructure deal with Microsoft Corporation", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on EOSE, SNDK, NBIS, and TE as tariff resolution and $7.5T cash deployment drive a historic year-end bull rally into risk assets.", "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": "WOW - CASH ON THE SIDELINES REACHES $7.5 TRILLION. \n\nAs tariff uncertainty gets finally resolved next week after Donald Trump’s meeting with Xi Jinping, I fundamentally believe we will see the greatest bull-market rally into year-end in history.\n\nHere are four stocks that have pulled back sharply and stand to benefit the most as capital rotates back into risk assets:\n\n$EOSE (Eos Energy Enterprises): ~-35% off highs. Zinc-based long-duration battery technology and just struck a strategic collaboration with Talen Energy Corp. in Pennsylvania to deliver storage capacity for AI-driven data centers.\n\n$SNDK (SanDisk Corp.): ~-25% off highs. Flash/NAND memory prices are going vertical. Memory is the next layer as the AI buildout shifts to the application and robotics layer. \n\n$NBIS (Nebius Group):~-40% off its highs. Just recently signed a multi-billion-dollar AI infrastructure deal with Microsoft Corporation, yet trades only marginally higher than when the news broke. \n\n$TE (T1 Energy Inc.): ~-30% off highs. U.S.-based domestic solar and battery manufacturing (5 GW solar-cell facility in Texas) with huge upside from policy tailwinds, reshoring, and advanced manufacturing. Has strategic partnerships with Corning & Palantir. \n\nWhen $7.5 T in idle cash starts chasing returns, it won’t trickle it’ll flood.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05739196790796086, "ret_signed_m1d": 0.05739196790796086, "alpha_spy_m1d": 0.052165881859361996, "alpha_c_m1d": 0.048657863779752564, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.008734104128208298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07645508725955352, "ret_signed_p1d": 0.07645508725955352, "alpha_spy_p1d": 0.07052512455358917, "alpha_c_p1d": 0.07982753952125954, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": -0.003372452261706016, "ret_p1w": 0.2685053233630823, "ret_signed_p1w": 0.2685053233630823, "alpha_spy_p1w": 0.23917012555835182, "alpha_c_p1w": 0.2628843698747365, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.005620953488345792, "ret_p1m": -0.14175626614873638, "ret_signed_p1m": -0.14175626614873638, "alpha_spy_p1m": -0.11889022747864852, "alpha_c_p1m": -0.09272482594359055, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.049031440205145826, "ret_p3m": 0.10251470623389292, "ret_signed_p3m": 0.10251470623389292, "alpha_spy_p3m": 0.06372500178007146, "alpha_c_p3m": 0.10335479023030947, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": -0.0008400839964165518, "ret_p6m": 0.6765361157285201, "ret_signed_p6m": 0.6765361157285201, "alpha_spy_p6m": 0.6198496238477531, "alpha_c_p6m": 0.6423339322291173, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.03420218349940285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14175626614873638, "alpha_spy_stated": -0.11889022747864852, "alpha_c_stated": -0.09272482594359055, "price_path": [-0.4791, -0.4651, -0.4889, -0.4799, -0.4481, -0.4727, -0.4507, -0.4406, -0.4414, -0.3378, -0.3026, -0.2878, -0.2362, -0.2838, -0.3058, -0.2738, -0.2644, -0.3187, -0.3159, -0.3289, -0.3005, -0.29, -0.2853, -0.2892, -0.2695, -0.3072, -0.3072, -0.3336, -0.3343, -0.3418, -0.3361, -0.3504, -0.0294, -0.053, -0.0956, -0.0832, -0.0777, -0.0932, -0.046, -0.0456, 0.007, 0.0809, 0.0931, 0.1481, 0.0945, 0.0921, 0.1176, 0.1384, 0.1723, 0.2763, 0.2977, 0.2669, 0.1935, 0.2371, 0.345, 0.3139, 0.3736, 0.2994, 0.2759, 0.2476, 0.1503, 0.1053, 0.0574, 0.0, 0.0765, 0.189, 0.2719, 0.2353, 0.2685, 0.2592, 0.3265, 0.2216, 0.1209, 0.1864, 0.1097, 0.1284, 0.1149, 0.0365, -0.0432, -0.1013, -0.1529, -0.1282, -0.0819, -0.036, -0.1418, -0.1557, -0.0681, -0.0988, -0.0398, -0.0398, -0.038, 0.0155, -0.022, 0.003, 0.0424, -0.0059, 0.0173, -0.0224, -0.051, -0.044, -0.1108, -0.1772, -0.1792, -0.2349, -0.2082, -0.0929, -0.0547, -0.0871, -0.0759, -0.0759, -0.1118, -0.1276, -0.1364, -0.1512, -0.1512, -0.0879, -0.0587, 0.0164, -0.0244, -0.0134, -0.007, 0.0883, 0.0691, 0.0341, 0.0534, 0.1025, 0.1025, 0.0068, 0.0025, -0.0179, -0.0418, -0.0726, -0.0076, 0.0184, -0.0376, -0.1362, -0.1061, -0.0879, -0.1646, -0.251, -0.127, -0.0582, -0.0693, -0.1015, -0.0901, -0.0062, -0.0062, -0.0112, 0.0322, 0.0912, -0.0071, 0.0202, 0.0402, 0.076, 0.0635, -0.0753, -0.0772, -0.1199, -0.0085, -0.0301, -0.0942, -0.0373, -0.0222, 0.1356, 0.0955, 0.1453, 0.3167, 0.1796, 0.2022, 0.2322, 0.1927, 0.1575, 0.1652, 0.167, 0.0745, 0.0223, -0.0645, 0.0521, 0.0338, 0.1034, 0.1034, 0.1411, 0.1904, 0.2675, 0.3824, 0.47, 0.5672, 0.6421, 0.691, 0.6765]}
{"unit_id": "orig:1980807876361724272", "ticker_idx": 3, "ts": "2025-10-22T01:26:14+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE (T1 Energy Inc.): ~-30% off highs. U.S.-based domestic solar and battery manufacturing (5 GW solar-cell facility in Texas) with huge upside from policy tailwinds", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on EOSE, SNDK, NBIS, and TE as tariff resolution and $7.5T cash deployment drive a historic year-end bull rally into risk assets.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "WOW - CASH ON THE SIDELINES REACHES $7.5 TRILLION. \n\nAs tariff uncertainty gets finally resolved next week after Donald Trump’s meeting with Xi Jinping, I fundamentally believe we will see the greatest bull-market rally into year-end in history.\n\nHere are four stocks that have pulled back sharply and stand to benefit the most as capital rotates back into risk assets:\n\n$EOSE (Eos Energy Enterprises): ~-35% off highs. Zinc-based long-duration battery technology and just struck a strategic collaboration with Talen Energy Corp. in Pennsylvania to deliver storage capacity for AI-driven data centers.\n\n$SNDK (SanDisk Corp.): ~-25% off highs. Flash/NAND memory prices are going vertical. Memory is the next layer as the AI buildout shifts to the application and robotics layer. \n\n$NBIS (Nebius Group):~-40% off its highs. Just recently signed a multi-billion-dollar AI infrastructure deal with Microsoft Corporation, yet trades only marginally higher than when the news broke. \n\n$TE (T1 Energy Inc.): ~-30% off highs. U.S.-based domestic solar and battery manufacturing (5 GW solar-cell facility in Texas) with huge upside from policy tailwinds, reshoring, and advanced manufacturing. Has strategic partnerships with Corning & Palantir. \n\nWhen $7.5 T in idle cash starts chasing returns, it won’t trickle it’ll flood.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09002430013127527, "ret_signed_m1d": 0.09002430013127527, "alpha_spy_m1d": 0.0847982140826764, "alpha_c_m1d": 0.07687583409548604, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.01314846603578923, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09732362101540792, "ret_signed_p1d": -0.09732362101540792, "alpha_spy_p1d": -0.10325358372137228, "alpha_c_p1d": -0.10981783031976822, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.012494209304360293, "ret_p1w": -0.1240876428988682, "ret_signed_p1w": -0.1240876428988682, "alpha_spy_p1w": -0.15342284070359868, "alpha_c_p1w": -0.13854421965406694, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.014456576755198736, "ret_p1m": -0.3381995279196268, "ret_signed_p1m": -0.3381995279196268, "alpha_spy_p1m": -0.31533348924953897, "alpha_c_p1m": -0.3052303451434739, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.032969182776152905, "ret_p3m": 0.9878345038660354, "ret_signed_p3m": 0.9878345038660354, "alpha_spy_p3m": 0.949044799412214, "alpha_c_p3m": 0.8923179546846669, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.09551654918136854, "ret_p6m": 0.214111827011374, "ret_signed_p6m": 0.214111827011374, "alpha_spy_p6m": 0.15742533513060697, "alpha_c_p6m": 0.09293951332779282, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.12117231368358117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3381995279196268, "alpha_spy_stated": -0.31533348924953897, "alpha_c_stated": -0.3052303451434739, "price_path": [-0.6545, -0.6594, -0.674, -0.6861, -0.7105, -0.7178, -0.6983, -0.6959, -0.6959, -0.691, -0.6886, -0.6983, -0.6959, -0.674, -0.6934, -0.6399, -0.6229, -0.6448, -0.6764, -0.6399, -0.6131, -0.6058, -0.6083, -0.6156, -0.601, -0.5985, -0.5985, -0.5401, -0.5547, -0.5499, -0.5182, -0.5182, -0.528, -0.545, -0.5426, -0.5474, -0.5669, -0.5742, -0.5693, -0.5474, -0.5255, -0.5061, -0.5523, -0.4647, -0.4477, -0.4647, -0.4331, -0.4696, -0.4185, -0.4258, -0.3844, -0.3187, -0.3041, -0.2871, -0.0681, -0.1144, -0.1484, -0.0243, 0.2749, 0.1411, 0.0511, 0.1582, 0.09, 0.0, -0.0973, -0.1557, -0.0681, -0.0998, -0.1241, -0.1144, -0.0949, -0.1679, -0.1046, -0.0049, -0.1046, -0.073, 0.0949, 0.073, -0.0633, -0.1509, -0.1825, -0.2263, -0.2555, -0.2968, -0.3382, -0.3382, -0.236, -0.1995, -0.0657, -0.0657, 0.0024, 0.0876, 0.1533, 0.0998, 0.2433, 0.4185, 0.4647, 0.6375, 0.4964, 0.4282, 0.3017, 0.2311, 0.3236, 0.3187, 0.4647, 0.5645, 0.7762, 0.7299, 0.7153, 0.7153, 0.6545, 0.562, 0.5815, 0.6253, 0.6253, 0.9075, 0.9951, 0.8613, 0.7713, 0.6569, 0.6886, 0.7543, 0.9124, 0.9124, 0.8029, 0.9878, 0.9878, 1.0146, 0.9027, 1.0365, 1.0681, 0.9805, 1.219, 1.309, 1.1606, 1.0268, 1.1071, 1.2117, 0.8808, 0.7689, 1.0122, 0.8589, 0.8273, 0.6667, 0.5109, 0.4891, 0.4891, 0.5669, 0.5718, 0.5353, 0.5109, 0.5304, 0.7251, 0.7567, 0.7737, 0.4988, 0.6642, 0.5839, 0.7275, 0.6569, 0.635, 0.7421, 0.9416, 0.9805, 0.8832, 0.854, 0.8783, 0.8954, 0.7835, 0.8759, 0.6058, 0.6642, 0.6083, 0.6253, 0.528, 0.4015, 0.3674, 0.0681, 0.09, 0.0195, 0.0195, -0.0146, -0.0438, 0.0146, 0.017, 0.1411, 0.2433, 0.1825, 0.2993, 0.2141]}
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{"unit_id": "orig:1970473711661916262", "ticker_idx": 0, "ts": "2025-09-23T13:01:57+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still criminally undervalued. This thing will hit $50 by year end", "tweet_type": "prediction", "timeline": "months", "summary": "Long FLNC to $50 by year-end; author sees it as criminally undervalued.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC is up 6% pre market. Still criminally undervalued. This thing will hit $50 by year end", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0381978787331656, "ret_signed_m1d": 0.0381978787331656, "alpha_spy_m1d": 0.03272470732248989, "alpha_c_m1d": 0.03272470732248989, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.0054731714106757146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09500492295834073, "ret_signed_p1d": 0.09500492295834073, "alpha_spy_p1d": 0.09818667998156205, "alpha_c_p1d": 0.09818667998156205, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.003181757023221321, "ret_p1w": 0.057786498568414446, "ret_signed_p1w": 0.057786498568414446, "alpha_spy_p1w": 0.05330843236106997, "alpha_c_p1w": 0.05330843236106997, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.004478066207344478, "ret_p1m": 0.49069541725399524, "ret_signed_p1m": 0.49069541725399524, "alpha_spy_p1m": 0.4837746851223228, "alpha_c_p1m": 0.4837746851223228, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": 0.006920732131672436, "ret_p3m": 0.9549460342700669, "ret_signed_p3m": 0.9549460342700669, "alpha_spy_p3m": 0.9257079058918452, "alpha_c_p3m": 0.9257079058918452, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.029238128378221706, "ret_p6m": 0.5661116269711799, "ret_signed_p6m": 0.5661116269711799, "alpha_spy_p6m": 0.5658487462325528, "alpha_c_p6m": 0.5658487462325528, "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": 0.49069541725399524, "alpha_spy_stated": 0.4837746851223228, "alpha_c_stated": 0.4837746851223228, "price_path": [-0.383, -0.3986, -0.3428, -0.2811, -0.2674, -0.1763, -0.1763, -0.2184, -0.1763, -0.144, -0.1606, -0.1998, -0.2223, -0.1851, -0.19, -0.1929, -0.1224, -0.0666, 0.0, -0.0754, -0.0833, -0.0813, -0.1342, -0.1724, -0.1969, -0.2047, -0.238, -0.1694, -0.1626, -0.1724, -0.1117, -0.0999, -0.1048, -0.2782, -0.2605, -0.2591, -0.2214, -0.2106, -0.2341, -0.2674, -0.3301, -0.2615, -0.2684, -0.2576, -0.287, -0.2409, -0.2752, -0.2752, -0.3213, -0.3389, -0.3389, -0.2605, -0.2938, -0.3359, -0.3379, -0.3203, -0.3144, -0.2762, -0.2654, -0.2713, -0.2243, -0.0833, 0.0382, 0.0, 0.095, 0.1489, 0.1665, 0.1166, 0.0578, 0.3173, 0.2782, 0.3506, 0.4946, 0.3546, 0.4652, 0.4594, 0.2821, 0.5563, 0.8071, 1.0999, 0.9177, 0.7948, 0.8071, 0.5926, 0.4907, 0.57, 0.9119, 0.8355, 0.7728, 0.9863, 1.0049, 1.0568, 1.0382, 0.8786, 1.0294, 0.9412, 1.0362, 1.1342, 1.0304, 0.8815, 0.5916, 0.7542, 0.6876, 0.667, 0.6464, 0.5191, 0.5083, 0.5475, 0.6425, 0.8599, 0.8599, 0.9236, 0.8991, 0.9549, 0.9442, 1.286, 1.3467, 1.239, 1.3448, 1.332, 1.526, 1.1734, 1.1077, 1.0872, 0.8188, 0.8913, 0.9549, 1.0029, 0.9265, 0.9422, 0.9422, 0.9794, 0.9559, 0.9452, 0.9373, 0.9373, 1.2537, 1.1792, 1.1381, 1.0137, 1.0744, 1.2723, 1.2801, 1.333, 1.2184, 1.4976, 1.6523, 1.6523, 1.4985, 1.5798, 1.6709, 1.6386, 1.6562, 1.7855, 2.0353, 2.0921, 2.0137, 2.0255, 2.1567, 1.8394, 0.856, 0.904, 0.9001, 0.8599, 0.716, 0.7081, 0.808, 0.808, 0.7414, 0.7071, 0.6219, 0.621, 0.5739, 0.6151, 0.5994, 0.5867, 0.522, 0.4809, 0.4613, 0.5475, 0.5436, 0.4476, 0.5377, 0.6533, 0.6758, 0.6082, 0.6043, 0.6435, 0.6161, 0.5661]}
{"unit_id": "orig:1990232405265744210", "ticker_idx": 0, "ts": "2025-11-17T01:35:56+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 WILL RECLAIM $100 THIS WEEK.", "tweet_type": "prediction", "timeline": "intraday", "summary": "NBIS will reclaim $100 this week.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS WILL RECLAIM $100 THIS WEEK. 🔐 https://t.co/kOm3Wh8HUI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028378720006289493, "ret_signed_m1d": -0.028378720006289493, "alpha_spy_m1d": -0.037782956280850044, "alpha_c_m1d": -0.02972793004848362, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.0013492100421941267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053035559206290994, "ret_signed_p1d": 0.053035559206290994, "alpha_spy_p1d": 0.06143302087697655, "alpha_c_p1d": 0.04736908475964374, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": 0.005666474446647252, "ret_p1w": 0.0688531976949256, "ret_signed_p1w": 0.0688531976949256, "alpha_spy_p1w": 0.06425624081677372, "alpha_c_p1w": 0.052393389128338574, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.01645980856658702, "ret_p1m": -0.058502049456895966, "ret_signed_p1m": -0.058502049456895966, "alpha_spy_p1m": -0.07833181117488786, "alpha_c_p1m": -0.10770158048436462, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.04919953102746866, "ret_p3m": 0.04361479243531097, "ret_signed_p3m": 0.04361479243531097, "alpha_spy_p3m": 0.017155480042950977, "alpha_c_p3m": 0.00915596103331806, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.034458831401992907, "ret_p6m": 1.083158799922375, "ret_signed_p6m": 1.083158799922375, "alpha_spy_p6m": 0.9679166669321648, "alpha_c_p6m": 1.0343549956278364, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.04880380429453868, "ret_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": 0.053035559206290994, "alpha_spy_stated": 0.06143302087697655, "alpha_c_stated": 0.04736908475964374, "price_path": [-0.2153, -0.2303, -0.1977, -0.1856, -0.1803, -0.1847, -0.1621, -0.2054, -0.2054, -0.2356, -0.2365, -0.2451, -0.2385, -0.2549, 0.1133, 0.0862, 0.0373, 0.0515, 0.0579, 0.0401, 0.0942, 0.0947, 0.155, 0.2398, 0.2538, 0.3169, 0.2554, 0.2526, 0.2819, 0.3058, 0.3446, 0.4639, 0.4885, 0.4531, 0.3689, 0.4189, 0.5427, 0.5071, 0.5755, 0.4905, 0.4635, 0.431, 0.3194, 0.2677, 0.2128, 0.147, 0.2347, 0.3638, 0.4588, 0.417, 0.455, 0.4443, 0.5215, 0.4011, 0.2856, 0.3608, 0.2729, 0.2943, 0.2788, 0.1889, 0.0975, 0.0308, -0.0284, 0.0, 0.053, 0.1057, -0.0156, -0.0316, 0.0689, 0.0337, 0.1013, 0.1013, 0.1034, 0.1648, 0.1218, 0.1505, 0.1956, 0.1403, 0.1669, 0.1213, 0.0885, 0.0965, 0.0199, -0.0563, -0.0585, -0.1225, -0.0918, 0.0405, 0.0843, 0.0471, 0.0599, 0.0599, 0.0187, 0.0007, -0.0094, -0.0265, -0.0265, 0.0462, 0.0797, 0.1659, 0.119, 0.1317, 0.139, 0.2483, 0.2262, 0.1861, 0.2082, 0.2646, 0.2646, 0.1548, 0.1499, 0.1264, 0.0991, 0.0637, 0.1383, 0.1681, 0.1039, -0.0092, 0.0254, 0.0462, -0.0418, -0.1408, 0.0014, 0.0803, 0.0676, 0.0306, 0.0436, 0.1399, 0.1399, 0.1342, 0.184, 0.2516, 0.1389, 0.1702, 0.1931, 0.2342, 0.2198, 0.0606, 0.0585, 0.0095, 0.1372, 0.1125, 0.039, 0.1042, 0.1215, 0.3026, 0.2566, 0.3137, 0.5102, 0.353, 0.3789, 0.4134, 0.368, 0.3276, 0.3365, 0.3386, 0.2325, 0.1726, 0.073, 0.2068, 0.1857, 0.2656, 0.2656, 0.3089, 0.3654, 0.4538, 0.5856, 0.6861, 0.7976, 0.8835, 0.9396, 0.923, 0.8276, 0.8511, 0.8208, 0.816, 0.8269, 0.7116, 0.686, 0.5761, 0.6421, 0.6077, 0.7968, 1.0519, 1.0461, 1.269, 1.149, 1.0592, 1.1645, 1.0832]}
{"unit_id": "orig:1883392555745989035", "ticker_idx": 0, "ts": "2025-01-26T05:52:31+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buying $HIMS at $30 is like buying $PLTR at $10", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS at $30, analogizing it to PLTR at $10 as a multi-bagger entry.", "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": "Buying $HIMS at $30 is like buying $PLTR at $10.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011799429945948514, "ret_signed_m1d": 0.011799429945948514, "alpha_spy_m1d": -0.002548993411620515, "alpha_c_m1d": -0.002548993411620515, "bench_spy_m1d": 0.014348423357569029, "bench_c_m1d": 0.014348423357569029, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03375944539228404, "ret_signed_p1d": 0.03375944539228404, "alpha_spy_p1d": 0.0251669220341868, "alpha_c_p1d": 0.0251669220341868, "bench_spy_p1d": 0.008592523358097237, "bench_c_p1d": 0.008592523358097237, "ret_p1w": 0.27597509056467584, "ret_signed_p1w": 0.27597509056467584, "alpha_spy_p1w": 0.27864443942356854, "alpha_c_p1w": 0.27864443942356854, "bench_spy_p1w": -0.002669348858892695, "bench_c_p1w": -0.002669348858892695, "ret_p1m": 0.3064569095813605, "ret_signed_p1m": 0.3064569095813605, "alpha_spy_p1m": 0.3150159780395112, "alpha_c_p1m": 0.3150159780395112, "bench_spy_p1m": -0.008559068458150687, "bench_c_p1m": -0.008559068458150687, "ret_p3m": -0.07767947628495497, "ret_signed_p3m": -0.07767947628495497, "alpha_spy_p3m": 0.007468940733790896, "alpha_c_p3m": 0.007468940733790896, "bench_spy_p3m": -0.08514841701874587, "bench_c_p3m": -0.08514841701874587, "ret_p6m": 0.6391346426209459, "ret_signed_p6m": 0.6391346426209459, "alpha_spy_p6m": 0.5836655899052419, "alpha_c_p6m": 0.5836655899052419, "bench_spy_p6m": 0.055469052715704015, "bench_c_p6m": 0.055469052715704015, "ret_p1y": 0.02654865486286062, "ret_signed_p1y": 0.02654865486286062, "alpha_spy_p1y": -0.13878660000392107, "alpha_c_p1y": -0.13878660000392107, "bench_spy_p1y": 0.1653352548667817, "bench_c_p1y": 0.1653352548667817, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3064569095813605, "alpha_spy_stated": 0.3150159780395112, "alpha_c_stated": 0.3150159780395112, "price_path": [-0.3759, -0.3828, -0.3327, -0.3196, -0.3235, -0.2324, -0.2258, -0.2327, -0.0862, -0.1252, -0.0954, -0.3166, -0.3668, -0.312, -0.2288, -0.2858, -0.2085, -0.1698, 0.0275, 0.0056, -0.0056, -0.0056, 0.056, 0.0111, 0.0557, 0.1118, 0.0357, 0.1219, 0.0695, 0.0118, -0.0105, -0.0138, -0.0161, 0.0243, 0.02, -0.0642, -0.136, -0.1413, -0.0954, -0.0774, -0.0774, -0.0662, -0.1295, -0.175, -0.2075, -0.2075, -0.174, -0.1272, -0.1183, -0.0931, -0.1567, -0.1567, -0.1672, -0.1511, -0.1409, -0.0869, -0.0842, -0.0872, -0.0872, -0.0229, -0.0259, 0.0125, 0.0118, 0.0, 0.0338, 0.0442, 0.1131, 0.2219, 0.276, 0.3717, 0.3832, 0.3265, 0.3946, 0.4674, 0.4284, 0.5188, 0.9397, 0.982, 0.982, 0.9174, 1.253, 1.1767, 0.6152, 0.6817, 0.3065, 0.373, 0.355, 0.4779, 0.3333, 0.3271, 0.3402, 0.1272, 0.1783, 0.1298, 0.1377, 0.1121, 0.0338, 0.0862, 0.137, 0.0321, 0.1105, 0.0774, 0.139, 0.2262, 0.214, 0.0934, 0.0462, -0.0449, -0.0315, 0.0177, 0.0233, -0.0826, -0.1481, -0.0898, -0.1445, -0.0334, -0.1213, -0.1075, -0.0721, -0.0344, -0.1167, -0.1075, -0.1075, -0.1531, -0.1691, -0.1245, -0.0777, -0.0793, -0.0665, 0.1485, 0.0849, 0.1852, 0.3379, 0.3727, 0.6214, 0.7158, 0.6847, 0.703, 0.8096, 1.0977, 1.0033, 0.92, 1.119, 1.0433, 1.0062, 0.901, 0.7542, 0.7971, 0.7971, 0.7489, 0.7483, 0.7175, 0.8538, 0.8607, 0.7938, 0.7571, 0.7296, 0.8463, 0.8637, 0.8109, 0.8866, 0.8732, 0.8184, 0.9594, 0.9417, 1.0016, 1.0016, 1.1049, 0.3759, 0.4077, 0.3573, 0.5169, 0.6195, 0.6339, 0.5719, 0.5556, 0.5726, 0.5726, 0.587, 0.6047, 0.6794, 0.6477, 0.5696, 0.7053, 0.6539, 0.6994, 0.6385, 0.6513, 0.5601, 0.6391]}
{"unit_id": "orig:1981031744238125071", "ticker_idx": 0, "ts": "2025-10-22T16:15:48+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "today's pullback presents an attractive re-entry opportunity. The market is offering a gift. I will be doing a deeper dive into this company this weekend and will look to initiate a sizeable position very soon.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish EOSE: ~10% pullback is fundamentally unjustified; plans to initiate a sizeable long position imminently.", "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 down ~10% today, alongside a broader selloff in high-beta energy names. \n\nIn my view, the decline is fundamentally unjustified. If you believed in the story pre-$TLN deal, today's pullback presents an attractive re-entry opportunity. \n\nThe market is offering a gift. I will be doing a deeper dive into this company this weekend and will look to initiate a sizeable position very soon.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08233723657993153, "ret_signed_m1d": 0.08233723657993153, "alpha_spy_m1d": 0.07711115053133266, "alpha_c_m1d": 0.0691887705441423, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.01314846603578923, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0464807930567952, "ret_signed_p1d": -0.0464807930567952, "alpha_spy_p1d": -0.05241075576275955, "alpha_c_p1d": -0.05897500236115549, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.012494209304360293, "ret_p1w": -0.045816767253129886, "ret_signed_p1w": -0.045816767253129886, "alpha_spy_p1w": -0.07515196505786037, "alpha_c_p1w": -0.06027334400832862, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.014456576755198736, "ret_p1m": -0.14475433229976398, "ret_signed_p1m": -0.14475433229976398, "alpha_spy_p1m": -0.12188829362967613, "alpha_c_p1m": -0.11178514952361107, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.032969182776152905, "ret_p3m": 0.1586985575518054, "ret_signed_p3m": 0.1586985575518054, "alpha_spy_p3m": 0.11990885309798394, "alpha_c_p3m": 0.06318200837043686, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.09551654918136854, "ret_p6m": -0.5278884505040827, "ret_signed_p6m": -0.5278884505040827, "alpha_spy_p6m": -0.5845749423848497, "alpha_c_p6m": -0.6490607641876639, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.12117231368358117, "ret_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": -0.045816767253129886, "alpha_spy_stated": -0.07515196505786037, "alpha_c_stated": -0.06027334400832862, "price_path": [-0.577, -0.5896, -0.6046, -0.6069, -0.6215, -0.6341, -0.5876, -0.5677, -0.571, -0.5644, -0.577, -0.5784, -0.5943, -0.579, -0.5797, -0.6109, -0.5797, -0.5983, -0.6023, -0.6003, -0.5803, -0.5837, -0.5405, -0.5272, -0.5266, -0.5418, -0.5418, -0.5013, -0.494, -0.5126, -0.5212, -0.5438, -0.5365, -0.5438, -0.5206, -0.4555, -0.4502, -0.4495, -0.4356, -0.4024, -0.3519, -0.3201, -0.3254, -0.2928, -0.3035, -0.328, -0.2583, -0.2437, -0.1786, -0.1793, -0.1633, -0.0797, -0.093, -0.0159, -0.0279, -0.0823, 0.1321, 0.1275, 0.2138, 0.0259, -0.0013, -0.0033, 0.0823, 0.0, -0.0465, 0.0664, 0.0212, -0.0033, -0.0458, -0.0491, 0.0644, 0.0372, -0.0637, -0.0133, 0.0153, 0.2125, 0.2742, 0.2297, 0.1467, 0.0096, -0.0837, -0.1368, -0.1049, -0.1514, -0.1448, -0.1793, -0.1288, -0.1102, -0.0564, -0.0564, -0.0007, -0.0966, -0.1514, -0.1003, 0.0352, -0.0046, 0.0246, -0.0073, -0.0179, 0.0916, -0.0146, -0.095, -0.1169, -0.1853, -0.1826, -0.1321, -0.1441, -0.2058, -0.2019, -0.2019, -0.2131, -0.2463, -0.2463, -0.239, -0.239, -0.1388, -0.1062, -0.0604, -0.0717, -0.0691, 0.0146, 0.071, 0.1169, 0.1487, 0.1208, 0.1587, 0.1587, 0.1501, 0.164, 0.2098, 0.1361, 0.075, -0.0033, 0.1076, 0.0697, -0.0279, -0.0624, -0.0435, -0.1766, -0.251, -0.1826, -0.1208, -0.1886, -0.2311, -0.2835, -0.2629, -0.2629, -0.2397, -0.2324, -0.2397, -0.2895, -0.3108, -0.2377, -0.261, -0.5525, -0.6218, -0.6082, -0.5976, -0.5518, -0.5538, -0.593, -0.5903, -0.5744, -0.5717, -0.5936, -0.6208, -0.6308, -0.6255, -0.6494, -0.6335, -0.6554, -0.6454, -0.662, -0.6614, -0.6799, -0.6773, -0.7082, -0.6707, -0.6687, -0.67, -0.67, -0.6786, -0.7025, -0.6952, -0.6049, -0.6268, -0.591, -0.5803, -0.5299, -0.5279]}
{"unit_id": "thread:1981855648561435113", "ticker_idx": 0, "ts": "2025-10-24T22:49:42+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You add when others hesitate because you know what you own", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS; frames the pullback as a buying opportunity for those with conviction built through research.", "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": "YOU CANT BORROW CONVICTION.\n\nEvery market cycle reveals who understands and who imitates. \n\n$NBIS pulled back this week and suddenly everyone had a theory about what went wrong. But conviction is not formed in reaction to price. It is built through study, analysis, and the slow process of understanding how the economics, infrastructure, and power dynamics fit together.\n\nWhen you have done the work, volatility becomes context rather than threat. You recognize that markets move in cycles, that capital rotates, and that temporary dislocation is often the price of long term opportunity. You add when others hesitate because you know what you own.\n\nConviction is not emotion or loyalty to a ticker. It is clarity earned from real thinking. The people who borrow conviction from others will always exit too early. The people who build it from their own research will still be standing when the story turns again.\n\n---\n\ncc: @daniel_koss @aleabitoreddit @sam_badawi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0651359176358719, "ret_signed_m1d": -0.0651359176358719, "alpha_spy_m1d": -0.053475815120515025, "alpha_c_m1d": -0.05139394820788201, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.013741969427989886, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02870125540430646, "ret_signed_p1d": -0.02870125540430646, "alpha_spy_p1d": -0.03135727142338629, "alpha_c_p1d": -0.023750655935670717, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.004950599468635741, "ret_p1w": -0.03954396135218685, "ret_signed_p1w": -0.03954396135218685, "alpha_spy_p1w": -0.03677128323772649, "alpha_c_p1w": -0.009072683548720373, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.03047127780346648, "ret_p1m": -0.291397615903933, "ret_signed_p1m": -0.291397615903933, "alpha_spy_p1m": -0.2764830989541609, "alpha_c_p1m": -0.26698643800084476, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.02441117790308822, "ret_p3m": -0.22785618880266678, "ret_signed_p3m": -0.22785618880266678, "alpha_spy_p3m": -0.23628522726451606, "alpha_c_p3m": -0.22330115892829172, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": -0.004555029874375061, "ret_p6m": 0.24810653488691647, "ret_signed_p6m": 0.24810653488691647, "alpha_spy_p6m": 0.21476192152342155, "alpha_c_p6m": 0.24166775266565388, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.006438782221262596, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.291397615903933, "alpha_spy_stated": -0.2764830989541609, "alpha_c_stated": -0.26698643800084476, "price_path": [-0.5911, -0.5661, -0.5854, -0.5681, -0.5602, -0.5608, -0.4793, -0.4516, -0.44, -0.3994, -0.4369, -0.4542, -0.429, -0.4217, -0.4643, -0.4621, -0.4724, -0.4501, -0.4418, -0.4381, -0.4411, -0.4257, -0.4553, -0.4553, -0.476, -0.4766, -0.4825, -0.478, -0.4893, -0.2369, -0.2554, -0.2889, -0.2792, -0.2748, -0.287, -0.2499, -0.2496, -0.2082, -0.1501, -0.1406, -0.0973, -0.1394, -0.1414, -0.1213, -0.1049, -0.0783, 0.0035, 0.0203, -0.0039, -0.0616, -0.0273, 0.0575, 0.0331, 0.08, 0.0217, 0.0032, -0.0191, -0.0956, -0.131, -0.1686, -0.2137, -0.1536, -0.0651, 0.0, -0.0287, -0.0026, -0.01, 0.043, -0.0395, -0.1187, -0.0672, -0.1275, -0.1128, -0.1234, -0.185, -0.2477, -0.2934, -0.334, -0.3145, -0.2782, -0.242, -0.3252, -0.3362, -0.2673, -0.2914, -0.2451, -0.2451, -0.2436, -0.2015, -0.231, -0.2114, -0.1804, -0.2184, -0.2001, -0.2314, -0.2538, -0.2483, -0.3009, -0.3531, -0.3546, -0.3985, -0.3774, -0.2868, -0.2567, -0.2822, -0.2735, -0.2735, -0.3017, -0.314, -0.321, -0.3327, -0.3327, -0.2829, -0.2599, -0.2008, -0.233, -0.2243, -0.2192, -0.1443, -0.1595, -0.187, -0.1718, -0.1331, -0.1331, -0.2084, -0.2118, -0.2279, -0.2466, -0.2708, -0.2197, -0.1993, -0.2433, -0.3208, -0.2971, -0.2829, -0.3431, -0.4111, -0.3136, -0.2595, -0.2682, -0.2936, -0.2846, -0.2186, -0.2186, -0.2225, -0.1884, -0.1421, -0.2193, -0.1979, -0.1822, -0.154, -0.1638, -0.273, -0.2744, -0.308, -0.2204, -0.2374, -0.2878, -0.2431, -0.2312, -0.1071, -0.1386, -0.0995, 0.0352, -0.0726, -0.0548, -0.0312, -0.0623, -0.0899, -0.0839, -0.0824, -0.1551, -0.1962, -0.2645, -0.1728, -0.1872, -0.1324, -0.1324, -0.1028, -0.064, -0.0034, 0.0869, 0.1558, 0.2322, 0.2911, 0.3296, 0.3182, 0.2528, 0.2689, 0.2481]}
{"unit_id": "orig:1944575476833423623", "ticker_idx": 0, "ts": "2025-07-14T01:51:36+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Goldman Sachs has initiated coverage on Nebius $NBIS with a Buy rating, setting a price target of $68, representing a potential 45% increase from current levels", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Goldman initiates NBIS with Buy and $68 PT, ~45% upside from current levels.", "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": "Goldman Sachs has initiated coverage on Nebius $NBIS with a Buy rating, setting a price target of $68, representing a potential 45% increase from current levels.\n\n@AlvaroMysterio \n@mvcinvesting", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14725700507277628, "ret_signed_m1d": -0.14725700507277628, "alpha_spy_m1d": -0.14535255395905466, "alpha_c_m1d": -0.13754190751442508, "bench_spy_m1d": -0.001904451113721617, "bench_c_m1d": -0.009715097558351204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03041382084992339, "ret_signed_p1d": 0.03041382084992339, "alpha_spy_p1d": 0.03468703303927967, "alpha_c_p1d": 0.04031582770004072, "bench_spy_p1d": -0.004273212189356279, "bench_c_p1d": -0.009902006850117329, "ret_p1w": 0.008084661458656495, "ret_signed_p1w": 0.008084661458656495, "alpha_spy_p1w": 0.0017466971412869459, "alpha_c_p1w": 0.0028535105931979388, "bench_spy_p1w": 0.006337964317369549, "bench_c_p1w": 0.005231150865458556, "ret_p1m": 0.45004813714640535, "ret_signed_p1m": 0.45004813714640535, "alpha_spy_p1m": 0.4214313936610168, "alpha_c_p1m": 0.4201556402987856, "bench_spy_p1m": 0.028616743485388563, "bench_c_p1m": 0.029892496847619743, "ret_p3m": 1.5532242048449079, "ret_signed_p3m": 1.5532242048449079, "alpha_spy_p3m": 1.4760635140907503, "alpha_c_p3m": 1.4759631923695427, "bench_spy_p3m": 0.07716069075415755, "bench_c_p3m": 0.07726101247536521, "ret_p6m": 0.9295475725051312, "ret_signed_p6m": 0.9295475725051312, "alpha_spy_p6m": 0.8159643776614707, "alpha_c_p6m": 0.8261345583214583, "bench_spy_p6m": 0.11358319484366053, "bench_c_p6m": 0.10341301418367288, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45004813714640535, "alpha_spy_stated": 0.4214313936610168, "alpha_c_stated": 0.4201556402987856, "price_path": [-0.5942, -0.5856, -0.5856, -0.6012, -0.5792, -0.558, -0.5292, -0.5288, -0.5359, -0.5407, -0.5625, -0.5395, -0.5111, -0.5419, -0.518, -0.4716, -0.4568, -0.4558, -0.3582, -0.3211, -0.3047, -0.3111, -0.2816, -0.277, -0.2466, -0.2508, -0.2724, -0.2572, -0.2572, -0.2335, -0.2377, -0.2678, -0.2926, -0.3066, -0.2826, -0.2418, -0.1088, -0.0706, 0.0121, 0.0108, -0.0266, -0.0321, -0.0928, -0.0287, -0.0697, -0.0699, -0.0699, -0.0766, -0.086, -0.0179, -0.066, 0.0125, -0.0021, 0.0651, -0.0316, -0.0381, -0.0327, -0.0327, -0.0791, -0.0934, -0.1136, -0.1063, -0.1473, 0.0, 0.0304, 0.0262, 0.0335, 0.0162, 0.0081, -0.0181, -0.0013, 0.004, -0.0112, 0.0154, -0.0298, -0.0127, 0.0477, 0.001, 0.0427, 0.062, 0.0604, 0.2572, 0.324, 0.3521, 0.45, 0.3596, 0.3178, 0.3786, 0.3963, 0.2934, 0.2987, 0.2739, 0.3278, 0.3478, 0.3567, 0.3494, 0.3867, 0.3151, 0.3151, 0.2651, 0.2637, 0.2495, 0.2603, 0.2331, 0.8425, 0.7977, 0.7168, 0.7403, 0.7509, 0.7215, 0.811, 0.8117, 0.9116, 1.052, 1.0751, 1.1796, 1.0778, 1.0731, 1.1217, 1.1611, 1.2254, 1.4229, 1.4635, 1.405, 1.2656, 1.3484, 1.5532, 1.4943, 1.6075, 1.4668, 1.4221, 1.3684, 1.1836, 1.0982, 1.0073, 0.8984, 1.0435, 1.2572, 1.4144, 1.3451, 1.4081, 1.3904, 1.5182, 1.319, 1.1278, 1.2522, 1.1066, 1.1421, 1.1165, 0.9677, 0.8164, 0.7061, 0.6081, 0.6551, 0.7428, 0.83, 0.6293, 0.6027, 0.769, 0.7109, 0.8227, 0.8227, 0.8262, 0.9278, 0.8566, 0.9041, 0.9788, 0.8872, 0.9313, 0.8558, 0.8015, 0.8148, 0.688, 0.5619, 0.5582, 0.4524, 0.5032, 0.722, 0.7946, 0.733, 0.7542, 0.7542, 0.686, 0.6562, 0.6395, 0.6113, 0.6113, 0.7315, 0.7869, 0.9295]}
{"unit_id": "reply:1970596973729243190", "ticker_idx": 0, "ts": "2025-09-23T21:11:45+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm bullish $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS despite disputing the chart framing; company split from Yandex and relisted last year.", "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": "@meeijer Do me a favor and don’t post anymore. I’m bullish $NBIS but this is misleading. The company split off from yandex and re listed last year. Prior years are irrelevant bc they are showing a different company", "reply_text": null, "parent_text": "Look at this chart and tell me you’re bearish.\n\n$NBIS https://t.co/uScHS34YVP", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.04795549010149591, "ret_signed_m1d": -0.04795549010149591, "alpha_spy_m1d": -0.051147403016050697, "alpha_c_m1d": -0.05630091290607264, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.00834542280457673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04671907408544129, "ret_signed_p1d": -0.04671907408544129, "alpha_spy_p1d": -0.042105699180007616, "alpha_c_p1d": -0.04331280314575492, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.0034062709396863733, "ret_p1w": 0.02101913965254898, "ret_signed_p1w": 0.02101913965254898, "alpha_spy_p1w": 0.009901109994354229, "alpha_c_p1w": 0.027150466678881213, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": -0.006131327026332234, "ret_p1m": -0.06243927832923879, "ret_signed_p1m": -0.06243927832923879, "alpha_spy_p1m": -0.07856407505877783, "alpha_c_p1m": -0.04387504270560272, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": -0.01856423562363607, "ret_p3m": -0.17663162948917555, "ret_signed_p3m": -0.17663162948917555, "alpha_spy_p3m": -0.2155874143879991, "alpha_c_p3m": -0.1732907200362066, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": -0.003340909452968943, "ret_p6m": 0.07321375112919815, "ret_signed_p6m": 0.07321375112919815, "alpha_spy_p6m": 0.07223101542273391, "alpha_c_p6m": 0.10662704138120438, "bench_spy_p6m": 0.0009827357064642328, "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": -0.06243927832923879, "alpha_spy_stated": -0.07856407505877783, "alpha_c_stated": -0.04387504270560272, "price_path": [-0.5422, -0.5113, -0.5557, -0.5587, -0.5562, -0.5562, -0.5775, -0.584, -0.5933, -0.5899, -0.6088, -0.5412, -0.5272, -0.5292, -0.5258, -0.5338, -0.5375, -0.5495, -0.5418, -0.5393, -0.5463, -0.5341, -0.5549, -0.547, -0.5193, -0.5408, -0.5216, -0.5128, -0.5135, -0.4232, -0.3926, -0.3797, -0.3347, -0.3762, -0.3954, -0.3675, -0.3594, -0.4066, -0.4041, -0.4155, -0.3908, -0.3816, -0.3776, -0.3809, -0.3638, -0.3966, -0.3966, -0.4196, -0.4202, -0.4267, -0.4218, -0.4342, -0.1546, -0.1752, -0.2123, -0.2015, -0.1967, -0.2102, -0.1691, -0.1688, -0.1229, -0.0586, -0.048, 0.0, -0.0467, -0.0488, -0.0266, -0.0085, 0.021, 0.1116, 0.1303, 0.1034, 0.0395, 0.0775, 0.1714, 0.1444, 0.1963, 0.1318, 0.1113, 0.0866, 0.0019, -0.0374, -0.079, -0.129, -0.0624, 0.0356, 0.1077, 0.076, 0.1048, 0.0967, 0.1553, 0.0639, -0.0238, 0.0333, -0.0335, -0.0172, -0.029, -0.0972, -0.1667, -0.2173, -0.2622, -0.2407, -0.2004, -0.1604, -0.2525, -0.2647, -0.1884, -0.215, -0.1637, -0.1637, -0.1621, -0.1155, -0.1482, -0.1264, -0.0921, -0.1342, -0.1139, -0.1485, -0.1735, -0.1674, -0.2256, -0.2834, -0.2851, -0.3337, -0.3103, -0.2099, -0.1766, -0.2049, -0.1952, -0.1952, -0.2264, -0.2401, -0.2478, -0.2608, -0.2608, -0.2056, -0.1802, -0.1147, -0.1503, -0.1407, -0.1351, -0.0521, -0.0689, -0.0994, -0.0825, -0.0397, -0.0397, -0.1231, -0.1268, -0.1447, -0.1654, -0.1923, -0.1357, -0.113, -0.1618, -0.2476, -0.2214, -0.2056, -0.2724, -0.3476, -0.2396, -0.1797, -0.1893, -0.2174, -0.2075, -0.1344, -0.1344, -0.1387, -0.1009, -0.0496, -0.1352, -0.1115, -0.0941, -0.0628, -0.0737, -0.1946, -0.1962, -0.2334, -0.1364, -0.1553, -0.2111, -0.1615, -0.1484, -0.0109, -0.0458, -0.0025, 0.1468, 0.0274, 0.0471, 0.0732]}
{"unit_id": "orig:1972498587113152913", "ticker_idx": 0, "ts": "2025-09-29T03:08:05+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As AI accelerates global power needs, the winners won't just be chipmakers, they'll be the companies making the grid smarter, cleaner, and more reliable. Fluence is positioning itself to be one of them.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC as a beneficiary of AI-driven power infrastructure boom via its Smartstack high-density energy storage product.", "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 - AI is fueling the biggest infrastructure boom of our lifetime. Everyone is focused on GPUs but none of it runs without power.\n\nData centers driving the AI revolution don’t just need electricity. They need flexible, reliable, high-density energy storage to balance the grid and keep servers running 24/7. That’s where Fluence’s Smartstack™ comes in.\n\nSmartstack™ isn’t just another containerized battery system. It delivers:\n\n⚡ 30% higher density — critical when land and space around hyperscale data centers are limited\n\n⚡ Modular design — enabling faster, cheaper installation and scaling with demand\n\n⚡ Industry-leading performance guarantees — reducing risk for operators making billion-dollar AI power commitments\n\nWith production underway at Fluence’s state-of-the-art automated facility, Smartstack™ is being built at scale to meet surging demand.\n\nAs AI accelerates global power needs, the winners won’t just be chipmakers, they’ll be the companies making the grid smarter, cleaner, and more reliable.\nFluence is positioning itself to be one of them.\n\n#AI #EnergyStorage #Smartstack #Fluence", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.044736863679613714, "ret_signed_m1d": 0.044736863679613714, "alpha_spy_m1d": 0.04753943398820615, "alpha_c_m1d": 0.04753943398820615, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.0028025703085924336, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052631530515153124, "ret_signed_p1d": -0.052631530515153124, "alpha_spy_p1d": -0.05639836527051145, "alpha_c_p1d": -0.05639836527051145, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": 0.003766834755358328, "ret_p1w": 0.33859655609788586, "ret_signed_p1w": 0.33859655609788586, "alpha_spy_p1w": 0.32664807799259554, "alpha_c_p1w": 0.32664807799259554, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": 0.011948478105290317, "ret_p1m": 0.5877193848365443, "ret_signed_p1m": 0.5877193848365443, "alpha_spy_p1m": 0.5524916027449167, "alpha_c_p1m": 0.5524916027449167, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.03522778209162758, "ret_p3m": 0.7394737357247916, "ret_signed_p3m": 0.7394737357247916, "alpha_spy_p3m": 0.6961697404857488, "alpha_c_p3m": 0.6961697404857488, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.043303995239042825, "ret_p6m": 0.41666668060927403, "ret_signed_p6m": 0.41666668060927403, "alpha_spy_p6m": 0.42688367395502413, "alpha_c_p6m": 0.42688367395502413, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.010216993345750103, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5877193848365443, "alpha_spy_stated": 0.5524916027449167, "alpha_c_stated": 0.5524916027449167, "price_path": [-0.3439, -0.2623, -0.2623, -0.3, -0.2623, -0.2333, -0.2482, -0.2833, -0.3035, -0.2702, -0.2746, -0.2772, -0.214, -0.164, -0.1044, -0.1719, -0.1789, -0.1772, -0.2246, -0.2588, -0.2807, -0.2877, -0.3175, -0.2561, -0.25, -0.2588, -0.2044, -0.1939, -0.1982, -0.3535, -0.3377, -0.3364, -0.3026, -0.293, -0.314, -0.3439, -0.4, -0.3386, -0.3447, -0.3351, -0.3614, -0.3202, -0.3509, -0.3509, -0.3921, -0.4079, -0.4079, -0.3377, -0.3675, -0.4053, -0.407, -0.3912, -0.386, -0.3518, -0.3421, -0.3474, -0.3053, -0.1789, -0.0702, -0.1044, -0.0193, 0.0289, 0.0447, 0.0, -0.0526, 0.1798, 0.1447, 0.2096, 0.3386, 0.2132, 0.3123, 0.307, 0.1482, 0.3939, 0.6184, 0.8807, 0.7175, 0.6075, 0.6184, 0.4263, 0.3351, 0.4061, 0.7123, 0.6439, 0.5877, 0.7789, 0.7956, 0.8421, 0.8254, 0.6825, 0.8175, 0.7386, 0.8237, 0.9114, 0.8184, 0.6851, 0.4254, 0.5711, 0.5114, 0.493, 0.4746, 0.3605, 0.3509, 0.386, 0.4711, 0.6658, 0.6658, 0.7228, 0.7009, 0.7509, 0.7412, 1.0474, 1.1018, 1.0053, 1.1, 1.0886, 1.2623, 0.9465, 0.8877, 0.8693, 0.6289, 0.6939, 0.7509, 0.7939, 0.7254, 0.7395, 0.7395, 0.7728, 0.7518, 0.7421, 0.7351, 0.7351, 1.0184, 0.9518, 0.9149, 0.8035, 0.8579, 1.0351, 1.0421, 1.0895, 0.9868, 1.2368, 1.3754, 1.3754, 1.2377, 1.3105, 1.3921, 1.3632, 1.3789, 1.4947, 1.7184, 1.7693, 1.6991, 1.7096, 1.8272, 1.543, 0.6623, 0.7053, 0.7018, 0.6658, 0.5368, 0.5298, 0.6193, 0.6193, 0.5596, 0.5289, 0.4526, 0.4518, 0.4096, 0.4465, 0.4325, 0.4211, 0.3632, 0.3263, 0.3088, 0.386, 0.3825, 0.2965, 0.3772, 0.4807, 0.5009, 0.4404, 0.4368, 0.4719, 0.4474, 0.4026, 0.4061, 0.3272, 0.3474, 0.4167]}
{"unit_id": "quote:1975959874120159408", "ticker_idx": 0, "ts": "2025-10-08T16:22:00+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Who listened and bought $FLNC????", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Victory-lap endorsement of buying the FLNC dip; implied bullish on grid-scale battery play amid clean energy funding fears.", "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": "Who listened and bought $FLNC????", "reply_text": null, "parent_text": null, "quoted_text": "I've seen several people saying they cannot buy the 9% drop in $FLNC because of reports that the Trump administration may cut $12B in clean energy funding. That claim is misleading. The proposed cuts are focused on auto manufacturing and carbon capture, not on grid-scale battery https://t.co/PGpsqfJK8y", "parent_author": null, "ret_m1d": -0.07553476681547433, "ret_signed_m1d": -0.07553476681547433, "alpha_spy_m1d": -0.06960705879644236, "alpha_c_m1d": -0.06960705879644236, "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": -0.004010723226183344, "ret_signed_p1d": -0.004010723226183344, "alpha_spy_p1d": -0.0011137485012501225, "alpha_c_p1d": -0.0011137485012501225, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.002896974724933221, "ret_p1w": 0.4331551122584951, "ret_signed_p1w": 0.4331551122584951, "alpha_spy_p1w": 0.4449511003608395, "alpha_c_p1w": 0.4449511003608395, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.01179598810234439, "ret_p1m": 0.32486628638265924, "ret_signed_p1m": 0.32486628638265924, "alpha_spy_p1m": 0.3290260590278341, "alpha_c_p1m": 0.3290260590278341, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.004159772645174864, "ret_p3m": 0.4872994614481303, "ret_signed_p3m": 0.4872994614481303, "alpha_spy_p3m": 0.46257515449900244, "alpha_c_p3m": 0.46257515449900244, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.02472430694912786, "ret_p6m": -0.11096255636224761, "ret_signed_p6m": -0.11096255636224761, "alpha_spy_p6m": -0.0908385202033658, "alpha_c_p6m": -0.0908385202033658, "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": 0.32486628638265924, "alpha_spy_stated": 0.3290260590278341, "alpha_c_stated": 0.3290260590278341, "price_path": [-0.4539, -0.4693, -0.4439, -0.4472, -0.4492, -0.4011, -0.363, -0.3175, -0.369, -0.3743, -0.373, -0.4091, -0.4352, -0.4519, -0.4572, -0.4799, -0.4332, -0.4285, -0.4352, -0.3937, -0.3857, -0.389, -0.5074, -0.4953, -0.4943, -0.4686, -0.4612, -0.4773, -0.5, -0.5428, -0.496, -0.5007, -0.4933, -0.5134, -0.482, -0.5053, -0.5053, -0.5368, -0.5488, -0.5488, -0.4953, -0.518, -0.5468, -0.5481, -0.5361, -0.5321, -0.506, -0.4987, -0.5027, -0.4706, -0.3743, -0.2914, -0.3175, -0.2527, -0.2159, -0.2039, -0.238, -0.2781, -0.1009, -0.1277, -0.0782, 0.0201, -0.0755, 0.0, -0.004, -0.125, 0.0622, 0.2333, 0.4332, 0.3088, 0.2249, 0.2333, 0.0869, 0.0174, 0.0715, 0.3048, 0.2527, 0.2099, 0.3556, 0.3683, 0.4037, 0.391, 0.2821, 0.385, 0.3249, 0.3897, 0.4566, 0.3857, 0.2841, 0.0862, 0.1972, 0.1517, 0.1377, 0.1237, 0.0368, 0.0294, 0.0561, 0.121, 0.2694, 0.2694, 0.3128, 0.2961, 0.3342, 0.3269, 0.5602, 0.6016, 0.5281, 0.6003, 0.5916, 0.7239, 0.4833, 0.4385, 0.4245, 0.2413, 0.2908, 0.3342, 0.367, 0.3148, 0.3255, 0.3255, 0.3509, 0.3349, 0.3275, 0.3222, 0.3222, 0.5381, 0.4873, 0.4592, 0.3743, 0.4158, 0.5508, 0.5561, 0.5922, 0.514, 0.7045, 0.8102, 0.8102, 0.7052, 0.7607, 0.8229, 0.8008, 0.8128, 0.9011, 1.0715, 1.1103, 1.0568, 1.0648, 1.1544, 0.9378, 0.2667, 0.2995, 0.2968, 0.2694, 0.1711, 0.1658, 0.234, 0.234, 0.1885, 0.1651, 0.107, 0.1063, 0.0742, 0.1023, 0.0916, 0.0829, 0.0388, 0.0107, -0.0027, 0.0561, 0.0535, -0.012, 0.0495, 0.1283, 0.1437, 0.0976, 0.0949, 0.1217, 0.1029, 0.0689, 0.0715, 0.0114, 0.0267, 0.0795, 0.0929, 0.0, -0.0541, -0.131, -0.0802, -0.1297, -0.111]}
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{"unit_id": "reply:1970854171394855226", "ticker_idx": 0, "ts": "2025-09-24T14:13:45+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Only a matter of time before it breaks past $100", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects RBRK to break above $100 on partnership momentum.", "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": "reply_other", "lang": "en", "tweet_text": "@wolfofharcourt Only a matter of time before it breaks past $100", "reply_text": null, "parent_text": "$RBRK and $OKTA team up on automated recovery after identity-based attacks\n\nWith identity now a prime ransomware target, Rubrik expands its Identity Recovery to protect Okta customers with immutable backups and granular recovery.\n\nAnother important partnership for $RBRK. https://t.co/PmgCjxylU8", "quoted_text": null, "parent_author": "wolfofharcourt", "ret_m1d": 0.029575281302574474, "ret_signed_m1d": 0.029575281302574474, "alpha_spy_m1d": 0.02638336838801969, "alpha_c_m1d": 0.02638336838801969, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.003191912914554784, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03627395118248389, "ret_signed_p1d": 0.03627395118248389, "alpha_spy_p1d": 0.040887326087917564, "alpha_c_p1d": 0.040887326087917564, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.004613374905433676, "ret_p1w": 0.04183515474835775, "ret_signed_p1w": 0.04183515474835775, "alpha_spy_p1w": 0.030717125090163, "alpha_c_p1w": 0.030717125090163, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": 0.01111802965819475, "ret_p1m": -0.028564232277255575, "ret_signed_p1m": -0.028564232277255575, "alpha_spy_p1m": -0.04468902900679461, "alpha_c_p1m": -0.04468902900679461, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": 0.016124796729539037, "ret_p3m": 0.00745698075593304, "ret_signed_p3m": 0.00745698075593304, "alpha_spy_p3m": -0.031498804142890524, "alpha_c_p3m": -0.031498804142890524, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": 0.038955784898823564, "ret_p6m": -0.35642067237990527, "ret_signed_p6m": -0.35642067237990527, "alpha_spy_p6m": -0.3574034080863695, "alpha_c_p6m": -0.3574034080863695, "bench_spy_p6m": 0.0009827357064642328, "bench_c_p6m": 0.0009827357064642328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.028564232277255575, "alpha_spy_stated": -0.04468902900679461, "alpha_c_stated": -0.04468902900679461, "price_path": [0.1044, 0.1323, 0.0766, 0.0816, 0.1259, 0.1259, 0.1356, 0.098, 0.1576, 0.0887, 0.0685, 0.0849, 0.1039, 0.1058, 0.0987, 0.1136, 0.0937, 0.0588, 0.0723, 0.0833, 0.0743, 0.101, 0.1277, 0.206, 0.2001, 0.1078, 0.1694, 0.1064, 0.1599, 0.1342, 0.1048, 0.0832, 0.1167, 0.1132, 0.0674, 0.0848, 0.0834, 0.0613, 0.0756, 0.0774, 0.122, 0.1101, 0.0765, 0.1063, 0.1758, 0.1299, 0.1299, 0.111, 0.1087, 0.0939, 0.1493, 0.2084, 0.2449, 0.0202, -0.0155, -0.0584, -0.0445, -0.0521, -0.0661, -0.0139, 0.014, 0.0173, 0.0296, 0.0, 0.0363, 0.0383, 0.0533, 0.0396, 0.0418, 0.0609, 0.0468, 0.0391, 0.0048, 0.0648, 0.0882, 0.0407, 0.0514, -0.012, -0.0008, -0.0061, -0.024, -0.0039, 0.0096, -0.0287, -0.0286, -0.0269, -0.0168, -0.0379, -0.091, -0.102, -0.0487, -0.042, -0.0824, -0.0856, -0.0959, -0.077, -0.0385, -0.0441, -0.0653, -0.1088, -0.0957, -0.1192, -0.1304, -0.1143, -0.1445, -0.1584, -0.1483, -0.1293, -0.1384, -0.1384, -0.1239, -0.133, -0.1229, -0.0974, -0.1098, 0.0904, 0.1261, 0.1541, 0.1364, 0.1006, 0.0305, 0.0097, -0.0153, -0.0749, -0.0406, -0.0119, 0.0075, -0.0047, -0.004, -0.004, -0.0058, -0.014, -0.0158, -0.0334, -0.0334, -0.0461, -0.071, -0.0507, -0.0284, -0.0942, -0.1082, -0.098, -0.1049, -0.1388, -0.1273, -0.1519, -0.1519, -0.18, -0.1867, -0.1772, -0.17, -0.1365, -0.2131, -0.2013, -0.2673, -0.2928, -0.3118, -0.3409, -0.3444, -0.389, -0.3545, -0.3167, -0.2944, -0.3033, -0.3277, -0.3105, -0.3105, -0.3238, -0.3126, -0.3155, -0.3655, -0.4027, -0.3549, -0.3407, -0.3133, -0.3433, -0.3214, -0.3191, -0.3065, -0.2937, -0.2774, -0.2774, -0.2928, -0.273, -0.3172, -0.3247, -0.3469, -0.342, -0.3416, -0.3564]}
{"unit_id": "orig:1975303702581027288", "ticker_idx": 0, "ts": "2025-10-06T20:54:36+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still havevplenty of time to get on board", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NAK; still time to enter the position.", "resolved_tickers": ["NAK"], "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": "$NAK\n\nStill havevplenty of time to get on board https://t.co/ataBZecfDl", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.19680851367384455, "ret_signed_m1d": -0.19680851367384455, "alpha_spy_m1d": -0.2005298243742707, "alpha_c_m1d": -0.2008344883960288, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.004025974722184245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037234070547677245, "ret_signed_p1d": 0.037234070547677245, "alpha_spy_p1d": 0.03127101527810594, "alpha_c_p1d": 0.03186607542982656, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": 0.005367995117850688, "ret_p1w": 0.4680851050338468, "ret_signed_p1w": 0.4680851050338468, "alpha_spy_p1w": 0.47838219367224677, "alpha_c_p1w": 0.4715519117965713, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.0034668067627244836, "ret_p1m": -0.037234070547677245, "ret_signed_p1m": -0.037234070547677245, "alpha_spy_p1m": -0.04987766075301758, "alpha_c_p1m": 0.00973525986360646, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.046969330411283705, "ret_p3m": 0.037234070547677245, "ret_signed_p3m": 0.037234070547677245, "alpha_spy_p3m": 0.013219425537779994, "alpha_c_p3m": 0.0003726499549747686, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.036861420592702476, "ret_p6m": -0.2127659453046219, "ret_signed_p6m": -0.2127659453046219, "alpha_spy_p6m": -0.19759816211904901, "alpha_c_p6m": -0.3522433761721112, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": 0.13947743086748932, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.037234070547677245, "alpha_spy_stated": -0.04987766075301758, "alpha_c_stated": 0.00973525986360646, "price_path": [0.1596, 0.1489, 0.1543, 0.1489, 0.2234, -0.133, -0.4468, -0.516, -0.5372, -0.5053, -0.5319, -0.5266, -0.5532, -0.6064, -0.5638, -0.5798, -0.6011, -0.5851, -0.5798, -0.5745, -0.5479, -0.5213, -0.5372, -0.5319, -0.5372, -0.5213, -0.516, -0.5266, -0.5479, -0.5479, -0.5372, -0.5213, -0.5319, -0.5213, -0.5266, -0.516, -0.5213, -0.5213, -0.5426, -0.5319, -0.5479, -0.5479, -0.5638, -0.5691, -0.5638, -0.5638, -0.5638, -0.5372, -0.5585, -0.5638, -0.5638, -0.5372, -0.5053, -0.5053, -0.4202, -0.4362, -0.3936, -0.3351, -0.3617, -0.3723, -0.3511, -0.2979, -0.1968, 0.0, 0.0372, 0.0426, 0.0798, 0.4149, 0.4681, 0.4043, 0.1915, 0.0904, 0.0904, 0.0319, -0.0106, 0.0053, 0.0851, 0.0106, 0.0532, 0.0745, 0.0745, 0.0691, -0.0106, -0.0479, -0.0372, -0.0851, -0.0638, -0.0372, -0.0372, -0.0266, -0.0798, -0.0957, -0.1117, -0.1596, -0.133, -0.2021, -0.2021, -0.1702, -0.0957, -0.0426, -0.0426, 0.0213, -0.016, -0.0266, 0.0266, 0.1117, 0.1011, 0.0691, 0.0851, 0.0585, 0.1436, 0.1436, 0.0851, 0.1064, 0.1064, 0.1489, 0.1755, 0.234, 0.234, 0.1915, 0.1915, 0.1596, 0.0691, 0.0638, 0.0479, 0.0479, 0.0372, 0.1011, 0.1702, 0.1809, 0.133, 0.1702, 0.1011, 0.133, 0.1277, 0.0745, 0.016, 0.016, 0.0957, 0.0851, 0.1436, 0.133, 0.2766, 0.3351, 0.3085, 0.2021, 0.0851, 0.0691, 0.1968, 0.0957, -0.0213, 0.0372, 0.1117, 0.0957, 0.1702, 0.1862, 0.1489, 0.1489, 0.0798, -0.3457, -0.2979, -0.3032, -0.266, -0.1915, -0.2128, -0.2021, -0.1755, -0.2128, -0.2713, -0.2766, -0.2979, -0.3085, -0.2819, -0.2447, -0.2819, -0.2926, -0.3032, -0.2819, -0.3138, -0.3138, -0.3245, -0.3936, -0.3989, -0.3245, -0.2926, -0.3404, -0.3191, -0.3245, -0.2553, -0.2128]}
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{"unit_id": "orig:1980809893108916675", "ticker_idx": 0, "ts": "2025-10-22T01:34:14+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "T1 Energy is positioning itself as the foundation of America's energy independence", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TE: US must rebuild advanced solar manufacturing at home, T1 Energy is the domestic play on energy independence vs China.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "China just built 162 square miles of solar panels on the world’s highest plateau.\n\nThis is a statement of intent. China understands that energy is power, and the next global race is for energy leadership.\n\nThe United States cannot compete without rebuilding advanced solar manufacturing at home. That is exactly what $TE is doing. T1 Energy is positioning itself as the foundation of America’s energy independence.\n\nChina’s expansion should not intimidate investors. It should wake them up.\nhttps://t.co/Dmbx03KWHE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09002430013127527, "ret_signed_m1d": 0.09002430013127527, "alpha_spy_m1d": 0.0847982140826764, "alpha_c_m1d": 0.07687583409548604, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.01314846603578923, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09732362101540792, "ret_signed_p1d": -0.09732362101540792, "alpha_spy_p1d": -0.10325358372137228, "alpha_c_p1d": -0.10981783031976822, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.012494209304360293, "ret_p1w": -0.1240876428988682, "ret_signed_p1w": -0.1240876428988682, "alpha_spy_p1w": -0.15342284070359868, "alpha_c_p1w": -0.13854421965406694, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.014456576755198736, "ret_p1m": -0.3381995279196268, "ret_signed_p1m": -0.3381995279196268, "alpha_spy_p1m": -0.31533348924953897, "alpha_c_p1m": -0.3052303451434739, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.032969182776152905, "ret_p3m": 0.9878345038660354, "ret_signed_p3m": 0.9878345038660354, "alpha_spy_p3m": 0.949044799412214, "alpha_c_p3m": 0.8923179546846669, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.09551654918136854, "ret_p6m": 0.214111827011374, "ret_signed_p6m": 0.214111827011374, "alpha_spy_p6m": 0.15742533513060697, "alpha_c_p6m": 0.09293951332779282, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.12117231368358117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3381995279196268, "alpha_spy_stated": -0.31533348924953897, "alpha_c_stated": -0.3052303451434739, "price_path": [-0.6545, -0.6594, -0.674, -0.6861, -0.7105, -0.7178, -0.6983, -0.6959, -0.6959, -0.691, -0.6886, -0.6983, -0.6959, -0.674, -0.6934, -0.6399, -0.6229, -0.6448, -0.6764, -0.6399, -0.6131, -0.6058, -0.6083, -0.6156, -0.601, -0.5985, -0.5985, -0.5401, -0.5547, -0.5499, -0.5182, -0.5182, -0.528, -0.545, -0.5426, -0.5474, -0.5669, -0.5742, -0.5693, -0.5474, -0.5255, -0.5061, -0.5523, -0.4647, -0.4477, -0.4647, -0.4331, -0.4696, -0.4185, -0.4258, -0.3844, -0.3187, -0.3041, -0.2871, -0.0681, -0.1144, -0.1484, -0.0243, 0.2749, 0.1411, 0.0511, 0.1582, 0.09, 0.0, -0.0973, -0.1557, -0.0681, -0.0998, -0.1241, -0.1144, -0.0949, -0.1679, -0.1046, -0.0049, -0.1046, -0.073, 0.0949, 0.073, -0.0633, -0.1509, -0.1825, -0.2263, -0.2555, -0.2968, -0.3382, -0.3382, -0.236, -0.1995, -0.0657, -0.0657, 0.0024, 0.0876, 0.1533, 0.0998, 0.2433, 0.4185, 0.4647, 0.6375, 0.4964, 0.4282, 0.3017, 0.2311, 0.3236, 0.3187, 0.4647, 0.5645, 0.7762, 0.7299, 0.7153, 0.7153, 0.6545, 0.562, 0.5815, 0.6253, 0.6253, 0.9075, 0.9951, 0.8613, 0.7713, 0.6569, 0.6886, 0.7543, 0.9124, 0.9124, 0.8029, 0.9878, 0.9878, 1.0146, 0.9027, 1.0365, 1.0681, 0.9805, 1.219, 1.309, 1.1606, 1.0268, 1.1071, 1.2117, 0.8808, 0.7689, 1.0122, 0.8589, 0.8273, 0.6667, 0.5109, 0.4891, 0.4891, 0.5669, 0.5718, 0.5353, 0.5109, 0.5304, 0.7251, 0.7567, 0.7737, 0.4988, 0.6642, 0.5839, 0.7275, 0.6569, 0.635, 0.7421, 0.9416, 0.9805, 0.8832, 0.854, 0.8783, 0.8954, 0.7835, 0.8759, 0.6058, 0.6642, 0.6083, 0.6253, 0.528, 0.4015, 0.3674, 0.0681, 0.09, 0.0195, 0.0195, -0.0146, -0.0438, 0.0146, 0.017, 0.1411, 0.2433, 0.1825, 0.2993, 0.2141]}
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{"unit_id": "reply:1965189742326345995", "ticker_idx": 0, "ts": "2025-09-08T23:05:20+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Plenty of room to run", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on AAPL, MSFT, and NVDA; sees plenty of upside despite record combined market weight.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KobeissiLetter Plenty of room to run", "reply_text": null, "parent_text": "This is incredible:\n\nApple, $AAPL, Microsoft, $MSFT, and Nvidia, $NVDA, now reflect a record 17.5% of the entire US stock market.\n\nThis share has DOUBLED over the last 5 years.\n\nIn 2010 and 2015, their combined weight was just 3.1% and 4.2%, respectively.\n\nThese 3 companies are https://t.co/QvhaeQRbcd", "quoted_text": null, "parent_author": "KobeissiLetter", "ret_m1d": 0.015062911384982947, "ret_signed_m1d": 0.015062911384982947, "alpha_spy_m1d": 0.017369463522721285, "alpha_c_m1d": 0.016984923300439436, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.0019220119154564896, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.032259477843797124, "ret_signed_p1d": -0.032259477843797124, "alpha_spy_p1d": -0.03515028313955815, "alpha_c_p1d": -0.0503871348599384, "bench_spy_p1d": 0.002890805295761023, "bench_c_p1d": 0.018127657016141274, "ret_p1w": 0.016215047253568038, "ret_signed_p1w": 0.016215047253568038, "alpha_spy_p1w": 0.0013457711695159524, "alpha_c_p1w": -0.010279327416201856, "bench_spy_p1w": 0.014869276084052085, "bench_c_p1w": 0.026494374669769893, "ret_p1m": 0.1011733960238026, "ret_signed_p1m": 0.1011733960238026, "alpha_spy_p1m": 0.06327551174711132, "alpha_c_p1m": 0.004227642220302474, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.09694575380350012, "ret_p3m": 0.19074133299344953, "ret_signed_p3m": 0.19074133299344953, "alpha_spy_p3m": 0.13344580736488165, "alpha_c_p3m": 0.08432391279498197, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.10641742019846756, "ret_p6m": 0.12233991775663045, "ret_signed_p6m": 0.12233991775663045, "alpha_spy_p6m": 0.0627861402757608, "alpha_c_p6m": 0.06534065654730292, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": 0.05699926120932752, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1011733960238026, "alpha_spy_stated": 0.06327551174711132, "alpha_c_stated": 0.004227642220302474, "price_path": [-0.151, -0.1627, -0.1543, -0.1661, -0.1621, -0.1621, -0.1433, -0.1411, -0.1463, -0.1409, -0.1433, -0.1429, -0.1255, -0.1142, -0.0945, -0.0898, -0.0898, -0.1051, -0.1049, -0.1001, -0.0946, -0.1, -0.1108, -0.1087, -0.1042, -0.1048, -0.0999, -0.0943, -0.0862, -0.0872, -0.0889, -0.0884, -0.0877, -0.0995, -0.109, -0.1153, -0.1374, -0.1333, -0.1351, -0.0911, -0.0622, -0.0224, -0.0306, -0.0201, -0.0044, -0.0067, -0.0118, -0.0148, -0.0162, -0.0356, -0.0403, -0.0281, -0.0307, -0.0215, -0.0165, -0.0076, -0.0094, -0.0094, -0.0198, 0.0176, 0.0232, 0.0228, 0.0151, 0.0, -0.0323, -0.0184, -0.0012, 0.01, 0.0162, 0.0198, 0.0151, 0.0476, 0.0927, 0.0857, 0.0766, 0.0961, 0.0901, 0.0857, 0.0865, 0.09, 0.0972, 0.101, 0.0953, 0.0944, 0.1012, 0.084, 0.0466, 0.0568, 0.0573, 0.064, 0.0559, 0.0766, 0.119, 0.1213, 0.1028, 0.1077, 0.1215, 0.147, 0.1479, 0.1508, 0.1581, 0.1537, 0.1481, 0.1523, 0.1527, 0.1511, 0.1456, 0.1508, 0.1757, 0.1681, 0.1658, 0.1635, 0.1424, 0.1423, 0.1471, 0.1372, 0.1596, 0.1785, 0.183, 0.1855, 0.1855, 0.191, 0.2092, 0.2224, 0.2137, 0.1989, 0.1907, 0.1869, 0.1839, 0.1907, 0.1875, 0.1886, 0.1708, 0.1729, 0.1611, 0.1626, 0.1689, 0.1574, 0.1633, 0.1695, 0.1695, 0.1678, 0.1693, 0.1664, 0.1612, 0.1612, 0.1576, 0.1415, 0.1206, 0.1119, 0.1064, 0.1078, 0.1116, 0.115, 0.1104, 0.1029, 0.0914, 0.0914, 0.0537, 0.0578, 0.0608, 0.0594, 0.0909, 0.1031, 0.0953, 0.1032, 0.1083, 0.1533, 0.151, 0.181, 0.1785, 0.1879, 0.1741, 0.1701, 0.1778, 0.119, 0.0935, 0.0935, 0.1282, 0.1302, 0.114, 0.1311, 0.138, 0.1635, 0.1724, 0.1669, 0.1294, 0.1317, 0.1276, 0.1223]}
{"unit_id": "reply:1965189742326345995", "ticker_idx": 1, "ts": "2025-09-08T23:05:20+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Plenty of room to run", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on AAPL, MSFT, and NVDA; sees plenty of upside despite record combined market weight.", "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": "@KobeissiLetter Plenty of room to run", "reply_text": null, "parent_text": "This is incredible:\n\nApple, $AAPL, Microsoft, $MSFT, and Nvidia, $NVDA, now reflect a record 17.5% of the entire US stock market.\n\nThis share has DOUBLED over the last 5 years.\n\nIn 2010 and 2015, their combined weight was just 3.1% and 4.2%, respectively.\n\nThese 3 companies are https://t.co/QvhaeQRbcd", "quoted_text": null, "parent_author": "KobeissiLetter", "ret_m1d": -0.0004213414951251826, "ret_signed_m1d": -0.0004213414951251826, "alpha_spy_m1d": 0.0018852106426131554, "alpha_c_m1d": 0.0018852106426131554, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.002306552137738338, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003932500081951451, "ret_signed_p1d": 0.003932500081951451, "alpha_spy_p1d": 0.001041694786190428, "alpha_c_p1d": 0.001041694786190428, "bench_spy_p1d": 0.002890805295761023, "bench_c_p1d": 0.002890805295761023, "ret_p1w": 0.021327902271448318, "ret_signed_p1w": 0.021327902271448318, "alpha_spy_p1w": 0.0064586261873962325, "alpha_c_p1w": 0.0064586261873962325, "bench_spy_p1w": 0.014869276084052085, "bench_c_p1w": 0.014869276084052085, "ret_p1m": 0.053048483971646965, "ret_signed_p1m": 0.053048483971646965, "alpha_spy_p1m": 0.015150599694955691, "alpha_c_p1m": 0.015150599694955691, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.037897884276691274, "ret_p3m": -0.028782960205595898, "ret_signed_p3m": -0.028782960205595898, "alpha_spy_p3m": -0.08607848583416378, "alpha_c_p3m": -0.08607848583416378, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.05729552562856788, "ret_p6m": -0.18363403157633473, "ret_signed_p6m": -0.18363403157633473, "alpha_spy_p6m": -0.24318780905720438, "alpha_c_p6m": -0.24318780905720438, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": 0.05955377748086965, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.053048483971646965, "alpha_spy_stated": 0.015150599694955691, "alpha_c_stated": 0.015150599694955691, "price_path": [-0.0408, -0.0486, -0.0402, -0.0424, -0.038, -0.038, -0.0437, -0.0265, -0.0183, -0.0139, -0.0036, -0.0066, -0.0036, -0.0144, -0.0163, -0.0008, -0.0008, -0.003, -0.0052, 0.0086, 0.0045, 0.0082, 0.0076, 0.0132, 0.0128, 0.025, 0.0217, 0.0217, 0.0121, 0.0133, 0.0233, 0.029, 0.0266, 0.0267, 0.0281, 0.0686, 0.0498, 0.0729, 0.0571, 0.0515, 0.0433, 0.0457, 0.0452, 0.0601, 0.0428, 0.0466, 0.0419, 0.0358, 0.0211, 0.013, 0.0117, 0.0177, 0.0117, 0.0073, 0.0167, 0.0225, 0.0166, 0.0166, 0.0135, 0.0139, 0.0192, -0.0068, -0.0004, 0.0, 0.0039, 0.0052, 0.0231, 0.034, 0.0213, 0.0233, 0.0201, 0.0392, 0.0322, 0.0217, 0.0236, 0.0173, 0.0262, 0.0325, 0.0392, 0.0427, 0.0348, 0.038, 0.0605, 0.0513, 0.053, 0.0481, 0.0252, 0.0314, 0.0304, 0.0301, 0.0265, 0.0304, 0.0369, 0.0386, 0.0444, 0.0444, 0.0506, 0.0664, 0.0876, 0.0866, 0.0549, 0.0389, 0.0374, 0.0319, 0.0176, -0.0026, -0.0032, 0.0152, 0.0206, 0.0255, 0.0098, 0.0236, 0.0182, -0.0093, -0.0227, -0.0383, -0.051, -0.0472, -0.0412, -0.0241, -0.0241, -0.011, -0.0216, -0.015, -0.0397, -0.0334, -0.0288, -0.013, -0.011, -0.038, -0.0282, -0.0381, -0.0455, -0.0424, -0.0429, -0.0271, -0.0232, -0.0252, -0.0214, -0.019, -0.019, -0.0196, -0.0209, -0.0201, -0.0279, -0.0279, -0.0493, -0.0495, -0.0381, -0.0282, -0.0389, -0.0366, -0.0408, -0.0539, -0.0766, -0.0821, -0.0756, -0.0756, -0.0864, -0.1073, -0.0931, -0.0634, -0.0547, -0.034, -0.0319, -0.1286, -0.1351, -0.149, -0.1734, -0.1674, -0.2087, -0.1937, -0.1686, -0.1693, -0.1872, -0.1922, -0.1933, -0.1933, -0.2023, -0.1967, -0.1972, -0.1997, -0.2254, -0.2163, -0.1929, -0.1906, -0.2087, -0.197, -0.1862, -0.1836]}
{"unit_id": "reply:1965189742326345995", "ticker_idx": 2, "ts": "2025-09-08T23:05:20+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Plenty of room to run", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on AAPL, MSFT, and NVDA; sees plenty of upside despite record combined market weight.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KobeissiLetter Plenty of room to run", "reply_text": null, "parent_text": "This is incredible:\n\nApple, $AAPL, Microsoft, $MSFT, and Nvidia, $NVDA, now reflect a record 17.5% of the entire US stock market.\n\nThis share has DOUBLED over the last 5 years.\n\nIn 2010 and 2015, their combined weight was just 3.1% and 4.2%, respectively.\n\nThese 3 companies are https://t.co/QvhaeQRbcd", "quoted_text": null, "parent_author": "KobeissiLetter", "ret_m1d": -0.014347567264651251, "ret_signed_m1d": -0.014347567264651251, "alpha_spy_m1d": -0.012041015126912913, "alpha_c_m1d": -0.010015905023701643, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.0043316622409496075, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03847516307429433, "ret_signed_p1d": 0.03847516307429433, "alpha_spy_p1d": 0.035584357778533304, "alpha_c_p1d": 0.0283345094579166, "bench_spy_p1d": 0.002890805295761023, "bench_c_p1d": 0.010140653616377726, "ret_p1w": 0.024185308554254492, "ret_signed_p1w": 0.024185308554254492, "alpha_spy_p1w": 0.009316032470202407, "alpha_c_p1w": -0.007378467771206987, "bench_spy_p1w": 0.014869276084052085, "bench_c_p1w": 0.03156377632546148, "ret_p1m": 0.10752331706728713, "ret_signed_p1m": 0.10752331706728713, "alpha_spy_p1m": 0.06962543279059585, "alpha_c_p1m": -0.05452638767760987, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.162049704744897, "ret_p3m": 0.0683442374629799, "ret_signed_p3m": 0.0683442374629799, "alpha_spy_p3m": 0.011048711834412028, "alpha_c_p3m": -0.15532197496506694, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.22366621242804685, "ret_p6m": 0.07203400560180473, "ret_signed_p6m": 0.07203400560180473, "alpha_spy_p6m": 0.012480228120935077, "alpha_c_p6m": -0.2722521423200408, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": 0.34428614792184553, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10752331706728713, "alpha_spy_stated": 0.06962543279059585, "alpha_c_stated": -0.05452638767760987, "price_path": [-0.1509, -0.1686, -0.1527, -0.156, -0.148, -0.148, -0.1576, -0.1557, -0.1339, -0.0963, -0.0922, -0.0762, -0.0748, -0.1022, -0.0791, -0.0669, -0.0669, -0.0733, -0.063, -0.0461, -0.039, -0.0342, -0.0392, -0.0004, 0.0036, 0.0131, 0.0097, 0.0036, -0.0218, 0.0001, 0.0175, 0.016, 0.0351, 0.0278, 0.0498, 0.0416, 0.0173, 0.0541, 0.0439, 0.0507, 0.0586, 0.0699, 0.0662, 0.0726, 0.0634, 0.0659, 0.0567, 0.0659, 0.0286, 0.0272, 0.0247, 0.0423, 0.053, 0.0645, 0.0635, 0.0551, 0.02, 0.02, 0.0001, -0.0008, 0.0053, -0.0219, -0.0143, 0.0, 0.0385, 0.0376, 0.0414, 0.041, 0.0242, -0.0027, 0.0322, 0.0347, 0.0753, 0.045, 0.0364, 0.0406, 0.0436, 0.065, 0.0927, 0.0966, 0.1062, 0.0988, 0.0866, 0.0837, 0.1075, 0.1278, 0.0727, 0.1029, 0.0543, 0.0532, 0.0648, 0.073, 0.0696, 0.061, 0.0558, 0.0668, 0.0908, 0.1215, 0.1773, 0.2125, 0.1882, 0.1859, 0.2116, 0.1636, 0.1432, 0.1015, 0.1019, 0.1657, 0.1312, 0.135, 0.0943, 0.1137, 0.0928, 0.0621, 0.0924, 0.0579, 0.0476, 0.0691, 0.0414, 0.0557, 0.0557, 0.0366, 0.0537, 0.0627, 0.0518, 0.074, 0.0683, 0.0867, 0.0833, 0.0764, 0.0597, 0.0251, 0.0325, 0.0409, 0.0012, 0.0199, 0.06, 0.0758, 0.1082, 0.1047, 0.1047, 0.1159, 0.1024, 0.0984, 0.0923, 0.0923, 0.1061, 0.1018, 0.0966, 0.1076, 0.0837, 0.0827, 0.0832, 0.0883, 0.0726, 0.0955, 0.0907, 0.0907, 0.0429, 0.0737, 0.0826, 0.0992, 0.0921, 0.1041, 0.1217, 0.1275, 0.1194, 0.0871, 0.0562, 0.0202, 0.0067, 0.0859, 0.113, 0.1042, 0.1131, 0.0949, 0.0707, 0.0707, 0.0833, 0.101, 0.1005, 0.1117, 0.1219, 0.1295, 0.1454, 0.0829, 0.0378, 0.0688, 0.0545, 0.072]}
{"unit_id": "orig:1977522381359833364", "ticker_idx": 0, "ts": "2025-10-12T23:50:50+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "50x levered long $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 50x levered long position in NBIS.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Faith is easy when you're 50x levered long $NBIS https://t.co/8ezBn3Bnol", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04340768190889632, "ret_signed_m1d": -0.04340768190889632, "alpha_spy_m1d": -0.028295447681007002, "alpha_c_m1d": -0.03427207600475124, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.009135605904145083, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.053964361841674746, "ret_signed_p1d": -0.053964361841674746, "alpha_spy_p1d": -0.052742715554033426, "alpha_c_p1d": -0.060552512516314216, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": 0.00658815067463947, "ret_p1w": -0.19533445594579646, "ret_signed_p1w": -0.19533445594579646, "alpha_spy_p1w": -0.20779224083617975, "alpha_c_p1w": -0.21641665983066904, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.021082203884872586, "ret_p1m": -0.24538612022496853, "ret_signed_p1m": -0.24538612022496853, "alpha_spy_p1m": -0.27548983485760314, "alpha_c_p1m": -0.24854849476431995, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.00316237453935142, "ret_p3m": -0.28170678998056553, "ret_signed_p3m": -0.28170678998056553, "alpha_spy_p3m": -0.32470183378329553, "alpha_c_p3m": -0.31702241812811327, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.03531562814754774, "ret_p6m": -0.13332352202031494, "ret_signed_p6m": -0.13332352202031494, "alpha_spy_p6m": -0.1332232805683583, "alpha_c_p6m": -0.1219039301081708, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": -0.011419591912144145, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24538612022496853, "alpha_spy_stated": -0.27548983485760314, "alpha_c_stated": -0.24854849476431995, "price_path": [-0.6065, -0.6036, -0.6103, -0.6134, -0.6234, -0.617, -0.6149, -0.6208, -0.6106, -0.6279, -0.6214, -0.5982, -0.6161, -0.6001, -0.5927, -0.5933, -0.5179, -0.4922, -0.4815, -0.4439, -0.4786, -0.4946, -0.4713, -0.4645, -0.504, -0.5019, -0.5114, -0.4908, -0.4831, -0.4797, -0.4825, -0.4682, -0.4956, -0.4956, -0.5148, -0.5154, -0.5208, -0.5167, -0.5271, -0.2934, -0.3106, -0.3416, -0.3326, -0.3285, -0.3398, -0.3055, -0.3052, -0.2669, -0.2131, -0.2042, -0.1641, -0.2032, -0.2049, -0.1863, -0.1712, -0.1465, -0.0708, -0.0552, -0.0777, -0.1311, -0.0994, -0.0208, -0.0434, 0.0, -0.054, -0.0711, -0.0917, -0.1626, -0.1953, -0.2302, -0.272, -0.2163, -0.1344, -0.074, -0.1006, -0.0765, -0.0833, -0.0343, -0.1107, -0.184, -0.1363, -0.1921, -0.1785, -0.1883, -0.2454, -0.3034, -0.3457, -0.3833, -0.3653, -0.3316, -0.2982, -0.3752, -0.3854, -0.3216, -0.3439, -0.301, -0.301, -0.2996, -0.2607, -0.288, -0.2697, -0.2411, -0.2762, -0.2593, -0.2883, -0.3091, -0.304, -0.3527, -0.401, -0.4024, -0.443, -0.4235, -0.3396, -0.3118, -0.3354, -0.3273, -0.3273, -0.3534, -0.3648, -0.3713, -0.3821, -0.3821, -0.336, -0.3147, -0.26, -0.2898, -0.2817, -0.2771, -0.2077, -0.2217, -0.2472, -0.2331, -0.1973, -0.1973, -0.267, -0.2701, -0.285, -0.3024, -0.3248, -0.2775, -0.2586, -0.2994, -0.3711, -0.3492, -0.336, -0.3918, -0.4547, -0.3644, -0.3143, -0.3224, -0.3459, -0.3376, -0.2765, -0.2765, -0.2801, -0.2485, -0.2056, -0.2771, -0.2573, -0.2427, -0.2166, -0.2257, -0.3268, -0.3281, -0.3592, -0.2782, -0.2939, -0.3405, -0.2991, -0.2881, -0.1732, -0.2024, -0.1662, -0.0414, -0.1412, -0.1248, -0.1029, -0.1317, -0.1573, -0.1517, -0.1504, -0.2177, -0.2557, -0.3189, -0.234, -0.2474, -0.1967, -0.1967, -0.1692, -0.1333]}
{"unit_id": "reply:1974448755869978790", "ticker_idx": 0, "ts": "2025-10-04T12:17:21+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I actually think Nebius is the most undervalued. They are making $12M in ARR per MW of power online. That is fucking insane. They have a $17.4 B contract with Microsoft and DA Davidson recently said they will sign another one and reach $10B in ARR per year. A 10x multiple on ARR is fairly conservative. You have $100B right there.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish NBIS: $10B ARR potential at 10x multiple implies $100B valuation; investment portfolio alone exceeds current market cap.", "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": "I actually think Nebius is the most undervalued. They are making $12M in ARR per MW of power online. That is fucking insane. They have a $17.4 B contract with Microsoft and DA Davidson recently said they will sign another one and reach $10B in ARR per year. A 10x multiple on ARR is fairly conservative. You have $100B right there.\n\nAlso, have you seen their investment portfolio? Sel driving car / delivery robot division with Uber partnership. Databricks competitor with investment from Kholsa. Ai training company with Bezos investment. Their investment portfolio worth more than entire market cap.\n\nI agree it’s easy to want to write something off as expensive when you see a 500% increase so quickly but we’ve seen so many times why that is naive.", "reply_text": null, "parent_text": "@RJCcapital @DonkeyCapital69 2 things(for me. But feel free to not agree). \n\n1 the situation we are in with nbis and how even the extreme bullishness is not unrealistic\n\n2 I was amused by how your positive post was raised by a more positive post from someone else. \n\nWasnt making fun of you in any way", "quoted_text": null, "parent_author": "Vinnakin", "ret_m1d": 0.024331686058298496, "ret_signed_m1d": 0.024331686058298496, "alpha_spy_m1d": 0.027905142637612235, "alpha_c_m1d": 0.025361676025345115, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0010299899670466184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05794785778525535, "ret_signed_p1d": -0.05794785778525535, "alpha_spy_p1d": -0.05424034389593757, "alpha_c_p1d": -0.054085395408830395, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0038624623764249577, "ret_p1w": 0.08420044875054766, "ret_signed_p1w": 0.08420044875054766, "alpha_spy_p1w": 0.09696081704803727, "alpha_c_p1w": 0.10711699868325608, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02291654993270842, "ret_p1m": -0.11525533251555797, "ret_signed_p1m": -0.11525533251555797, "alpha_spy_p1m": -0.12066032533025106, "alpha_c_p1m": -0.08349836574482628, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.0317569667707317, "ret_p3m": -0.33003841687685054, "ret_signed_p3m": -0.33003841687685054, "alpha_spy_p3m": -0.34838988215623623, "alpha_c_p3m": -0.3436947702524794, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.013656353375628871, "ret_p6m": -0.1695213693877481, "ret_signed_p6m": -0.1695213693877481, "alpha_spy_p6m": -0.14336489142789688, "alpha_c_p6m": -0.12715421087025702, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.042367158517491066, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11525533251555797, "alpha_spy_stated": -0.12066032533025106, "alpha_c_stated": -0.08349836574482628, "price_path": [-0.6314, -0.6284, -0.6454, -0.5842, -0.5716, -0.5733, -0.5703, -0.5775, -0.5808, -0.5917, -0.5848, -0.5825, -0.5888, -0.5778, -0.5966, -0.5895, -0.5644, -0.5838, -0.5664, -0.5584, -0.5591, -0.4773, -0.4495, -0.4378, -0.3971, -0.4347, -0.4521, -0.4268, -0.4194, -0.4622, -0.46, -0.4703, -0.4479, -0.4396, -0.4359, -0.4389, -0.4234, -0.4532, -0.4532, -0.474, -0.4745, -0.4805, -0.476, -0.4873, -0.2339, -0.2525, -0.2861, -0.2764, -0.272, -0.2842, -0.247, -0.2467, -0.2051, -0.1468, -0.1372, -0.0937, -0.1361, -0.138, -0.1178, -0.1014, -0.0747, 0.0074, 0.0243, 0.0, -0.0579, -0.0235, 0.0616, 0.0371, 0.0842, 0.0257, 0.0071, -0.0152, -0.092, -0.1276, -0.1654, -0.2107, -0.1503, -0.0615, 0.0039, -0.0249, 0.0013, -0.0061, 0.0471, -0.0358, -0.1153, -0.0636, -0.1241, -0.1093, -0.12, -0.1818, -0.2448, -0.2906, -0.3314, -0.3118, -0.2753, -0.2391, -0.3226, -0.3336, -0.2644, -0.2886, -0.2421, -0.2421, -0.2407, -0.1984, -0.228, -0.2083, -0.1772, -0.2153, -0.197, -0.2283, -0.2509, -0.2454, -0.2981, -0.3506, -0.3521, -0.3961, -0.375, -0.284, -0.2538, -0.2794, -0.2706, -0.2706, -0.2989, -0.3113, -0.3183, -0.33, -0.33, -0.2801, -0.257, -0.1977, -0.23, -0.2212, -0.2162, -0.1409, -0.1562, -0.1838, -0.1685, -0.1297, -0.1297, -0.2053, -0.2087, -0.2248, -0.2436, -0.268, -0.2167, -0.1962, -0.2404, -0.3182, -0.2944, -0.2801, -0.3406, -0.4088, -0.3109, -0.2566, -0.2653, -0.2908, -0.2818, -0.2155, -0.2155, -0.2195, -0.1852, -0.1387, -0.2163, -0.1947, -0.179, -0.1506, -0.1606, -0.2701, -0.2716, -0.3053, -0.2174, -0.2344, -0.285, -0.2401, -0.2282, -0.1036, -0.1353, -0.096, 0.0393, -0.0689, -0.0511, -0.0274, -0.0586, -0.0864, -0.0803, -0.0788, -0.1518, -0.1931, -0.2616, -0.1695]}
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{"unit_id": "reply:1976693894088728812", "ticker_idx": 0, "ts": "2025-10-10T16:58:44+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes, $1M in $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Deploy $1M into NBIS; decisive buy recommendation.", "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": "@kevinxu Yes, $1M in $NBIS", "reply_text": null, "parent_text": "I have about $2M in cash, is it time to deploy yet?", "quoted_text": null, "parent_author": "kevinxu", "ret_m1d": 0.023614736188870777, "ret_signed_m1d": 0.023614736188870777, "alpha_spy_m1d": -0.004163923783213397, "alpha_c_m1d": 0.004820376428247508, "bench_spy_m1d": 0.027778659972084174, "bench_c_m1d": 0.01879435976062327, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04537741009202012, "ret_signed_p1d": 0.04537741009202012, "alpha_spy_p1d": 0.030033291956851782, "alpha_c_p1d": 0.03615757541173448, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": 0.009219834680285643, "ret_p1w": -0.12455625221160005, "ret_signed_p1w": -0.12455625221160005, "alpha_spy_p1w": -0.1419677207145461, "alpha_c_p1w": -0.1435279230477159, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.01897167083611584, "ret_p1m": -0.15148946292195564, "ret_signed_p1m": -0.15148946292195564, "alpha_spy_p1m": -0.1950104064713316, "alpha_c_p1m": -0.15574472398657968, "bench_spy_p1m": 0.04352094354937597, "bench_c_p1m": 0.0042552610646240385, "ret_p3m": -0.25752432686402926, "ret_signed_p3m": -0.25752432686402926, "alpha_spy_p3m": -0.316630738062722, "alpha_c_p3m": -0.29891670337502085, "bench_spy_p3m": 0.059106411198692754, "bench_c_p3m": 0.04139237651099159, "ret_p6m": -0.1315017801724062, "ret_signed_p6m": -0.1315017801724062, "alpha_spy_p6m": -0.146297608001711, "alpha_c_p6m": -0.1286613905111843, "bench_spy_p6m": 0.014795827829304775, "bench_c_p6m": -0.0028403896612219093, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15148946292195564, "alpha_spy_stated": -0.1950104064713316, "alpha_c_stated": -0.15574472398657968, "price_path": [-0.5869, -0.5886, -0.5857, -0.5926, -0.5958, -0.6063, -0.5996, -0.5975, -0.6036, -0.5929, -0.6111, -0.6042, -0.58, -0.5987, -0.582, -0.5742, -0.5749, -0.496, -0.4692, -0.4579, -0.4187, -0.4549, -0.4717, -0.4473, -0.4402, -0.4815, -0.4793, -0.4893, -0.4677, -0.4596, -0.4561, -0.459, -0.4441, -0.4728, -0.4728, -0.4928, -0.4934, -0.4991, -0.4948, -0.5056, -0.2613, -0.2793, -0.3117, -0.3023, -0.298, -0.3098, -0.274, -0.2737, -0.2336, -0.1773, -0.1681, -0.1262, -0.167, -0.1689, -0.1494, -0.1336, -0.1078, -0.0286, -0.0123, -0.0358, -0.0917, -0.0585, 0.0236, 0.0, 0.0454, -0.011, -0.0289, -0.0505, -0.1246, -0.1588, -0.1952, -0.2389, -0.1807, -0.0951, -0.032, -0.0598, -0.0346, -0.0417, 0.0096, -0.0703, -0.1469, -0.0971, -0.1554, -0.1412, -0.1515, -0.2111, -0.2718, -0.316, -0.3553, -0.3365, -0.3013, -0.2663, -0.3468, -0.3575, -0.2908, -0.3141, -0.2693, -0.2693, -0.2679, -0.2271, -0.2557, -0.2366, -0.2067, -0.2434, -0.2257, -0.256, -0.2777, -0.2724, -0.3233, -0.3738, -0.3753, -0.4177, -0.3974, -0.3096, -0.2805, -0.3052, -0.2967, -0.2967, -0.324, -0.336, -0.3427, -0.354, -0.354, -0.3058, -0.2836, -0.2264, -0.2575, -0.2491, -0.2443, -0.1717, -0.1864, -0.213, -0.1983, -0.1609, -0.1609, -0.2338, -0.237, -0.2526, -0.2707, -0.2942, -0.2447, -0.225, -0.2676, -0.3426, -0.3196, -0.3058, -0.3642, -0.4299, -0.3355, -0.2832, -0.2916, -0.3162, -0.3075, -0.2436, -0.2436, -0.2474, -0.2144, -0.1695, -0.2443, -0.2236, -0.2084, -0.181, -0.1906, -0.2963, -0.2977, -0.3301, -0.2454, -0.2618, -0.3106, -0.2673, -0.2558, -0.1357, -0.1662, -0.1283, 0.0021, -0.1023, -0.085, -0.0622, -0.0923, -0.1191, -0.1132, -0.1118, -0.1822, -0.2219, -0.288, -0.1993, -0.2132, -0.1602, -0.1602, -0.1315]}
{"unit_id": "orig:1993040598723707029", "ticker_idx": 0, "ts": "2025-11-24T19:34:42+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The stocks that lag are often the ones undergoing a fundamental sentiment shift that is not fully recognized yet. Underperformance is rarely noise. It is often the earliest and cleanest indicator that something in the outlook has changed.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "DUOL and DKNG lagging a broad market rally signals fundamental sentiment shift; bearish read on both names.", "resolved_tickers": ["DUOL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "LISTEN TO THE PRICE\n\n$DUOL $DKNG $HOOD \n\nIn the stock market, price is the most honest source of information because it incorporates everything investors believe about future cash flows, competitive dynamics, and risk. It represents the aggregation of thousands of independent judgments made in real time and backed by actual capital. Analysts and investors can debate strategy, valuation, and macro conditions, but the market expresses its collective view through the price it is willing to pay. Price adjusts before narratives do because capital responds faster than commentary.  \n\nWhen a stock refuses to follow the broader market or cannot generate sustained interest, the signal embedded in that behavior often tells you more about the future than any headline or management remark.\n\nA core principle of market structure is that price often reacts ahead of the narrative. When investors begin to reduce exposure, they rarely announce it. There is no press release that says sentiment is weakening. Instead, the signs appear in how a stock behaves relative to its peers and relative to the broader market. A name that refuses to participate in strength is telling you something about positioning. A stock that cannot find upside even when conditions are broadly becoming favorable is telling you something about expectations. Investors who ignore those signals usually end up getting lost chasing the story after the market has already moved.\n\nThat dynamic is visible today in $DUOL and $DKNG. The market is delivering a strong, broad rally with clear participation across all sectors. Days like this are useful not because of the green on the screen but because of the outliers. The stocks that lag are often the ones undergoing a fundamental sentiment shift that is not fully recognized yet. Underperformance is rarely noise. It is often the earliest and cleanest indicator that something in the outlook has changed.\n\nIf you want the rest of the write-up, it’s available below on my Substack for free subscribers:\n\nhttps://t.co/SS8EDCfk4Y", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0017973998747589093, "ret_signed_m1d": -0.0017973998747589093, "alpha_spy_m1d": -0.016302511712162904, "alpha_c_m1d": -0.016302511712162904, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.014505111837403994, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019075742232544712, "ret_signed_p1d": -0.019075742232544712, "alpha_spy_p1d": -0.009669906193251254, "alpha_c_p1d": -0.009669906193251254, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.009405836039293458, "ret_p1w": 0.07525944010940822, "ret_signed_p1w": -0.07525944010940822, "alpha_spy_p1w": -0.0580028304270328, "alpha_c_p1w": -0.0580028304270328, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.017256609682375412, "ret_p1m": 0.039369126445612634, "ret_signed_p1m": -0.039369126445612634, "alpha_spy_p1m": -0.00757326312508777, "alpha_c_p1m": -0.00757326312508777, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.031795863320524864, "ret_p3m": -0.35577201934283964, "ret_signed_p3m": 0.35577201934283964, "alpha_spy_p3m": 0.3823486044173511, "alpha_c_p3m": 0.3823486044173511, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.02657658507451144, "ret_p6m": -0.33843568350120334, "ret_signed_p6m": 0.33843568350120334, "alpha_spy_p6m": 0.4418823028877644, "alpha_c_p6m": 0.4418823028877644, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.10344661938656108, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.039369126445612634, "alpha_spy_stated": -0.00757326312508777, "alpha_c_stated": -0.00757326312508777, "price_path": [0.8434, 0.8715, 0.727, 0.727, 0.6813, 0.6381, 0.5811, 0.5723, 0.5729, 0.5857, 0.6577, 0.7936, 0.7853, 0.6531, 0.6278, 0.6186, 0.6795, 0.6867, 0.7936, 0.7365, 0.7462, 0.8176, 0.8924, 0.9063, 0.8661, 0.761, 0.8148, 0.8706, 0.8572, 0.8553, 1.0135, 0.9551, 0.8844, 0.9134, 0.9285, 0.9776, 0.9166, 0.8787, 0.8132, 0.8415, 0.7833, 0.8174, 0.809, 0.7785, 0.7039, 0.5815, 0.5239, 0.5692, 0.5361, 0.5193, 0.5076, 0.1233, 0.1666, 0.1179, 0.13, 0.0818, 0.0816, 0.0731, 0.0336, 0.0173, 0.0117, -0.0259, 0.0018, 0.0, 0.0191, 0.0925, 0.0925, 0.1098, 0.0753, 0.0588, 0.0746, 0.0922, 0.1582, 0.2055, 0.2123, 0.1448, 0.1652, 0.1381, 0.0783, 0.0829, 0.0666, 0.0604, 0.0782, 0.0748, 0.0394, 0.0477, 0.0477, 0.0533, 0.0446, 0.0271, 0.0176, 0.0176, 0.0233, 0.0735, 0.0375, 0.0222, 0.0081, 0.0243, -0.0622, -0.0387, -0.0939, -0.1047, -0.1294, -0.1294, -0.1385, -0.1488, -0.1088, -0.0956, -0.1212, -0.153, -0.172, -0.1913, -0.2227, -0.2351, -0.3026, -0.3222, -0.337, -0.3077, -0.3105, -0.3002, -0.3663, -0.3503, -0.3473, -0.3473, -0.3501, -0.3479, -0.3558, -0.3452, -0.3846, -0.3655, -0.3526, -0.319, -0.4144, -0.4154, -0.4109, -0.4424, -0.4113, -0.4091, -0.4178, -0.4481, -0.4271, -0.4496, -0.4295, -0.4089, -0.3949, -0.4199, -0.4225, -0.4315, -0.4216, -0.4336, -0.4253, -0.4311, -0.4472, -0.4543, -0.4285, -0.4423, -0.4403, -0.4403, -0.4238, -0.4417, -0.472, -0.4751, -0.478, -0.4577, -0.4697, -0.4273, -0.4002, -0.4172, -0.3921, -0.4049, -0.3882, -0.4185, -0.4002, -0.4011, -0.384, -0.3806, -0.3616, -0.355, -0.3609, -0.3968, -0.3911, -0.3413, -0.3739, -0.3903, -0.3853, -0.3913, -0.3671, -0.3503, -0.3434, -0.3384]}
{"unit_id": "orig:1993040598723707029", "ticker_idx": 1, "ts": "2025-11-24T19:34:42+00:00", "symbol": "DKNG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That dynamic is visible today in $DUOL and $DKNG. The market is delivering a strong, broad rally with clear participation across all sectors.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "DUOL and DKNG lagging a broad market rally signals fundamental sentiment shift; bearish read on both names.", "resolved_tickers": ["DKNG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Gambling", "unit_kind": "original", "lang": "en", "tweet_text": "LISTEN TO THE PRICE\n\n$DUOL $DKNG $HOOD \n\nIn the stock market, price is the most honest source of information because it incorporates everything investors believe about future cash flows, competitive dynamics, and risk. It represents the aggregation of thousands of independent judgments made in real time and backed by actual capital. Analysts and investors can debate strategy, valuation, and macro conditions, but the market expresses its collective view through the price it is willing to pay. Price adjusts before narratives do because capital responds faster than commentary.  \n\nWhen a stock refuses to follow the broader market or cannot generate sustained interest, the signal embedded in that behavior often tells you more about the future than any headline or management remark.\n\nA core principle of market structure is that price often reacts ahead of the narrative. When investors begin to reduce exposure, they rarely announce it. There is no press release that says sentiment is weakening. Instead, the signs appear in how a stock behaves relative to its peers and relative to the broader market. A name that refuses to participate in strength is telling you something about positioning. A stock that cannot find upside even when conditions are broadly becoming favorable is telling you something about expectations. Investors who ignore those signals usually end up getting lost chasing the story after the market has already moved.\n\nThat dynamic is visible today in $DUOL and $DKNG. The market is delivering a strong, broad rally with clear participation across all sectors. Days like this are useful not because of the green on the screen but because of the outliers. The stocks that lag are often the ones undergoing a fundamental sentiment shift that is not fully recognized yet. Underperformance is rarely noise. It is often the earliest and cleanest indicator that something in the outlook has changed.\n\nIf you want the rest of the write-up, it’s available below on my Substack for free subscribers:\n\nhttps://t.co/SS8EDCfk4Y", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018682038963425907, "ret_signed_m1d": -0.018682038963425907, "alpha_spy_m1d": -0.0331871508008299, "alpha_c_m1d": -0.0331871508008299, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.014505111837403994, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07574726568556134, "ret_signed_p1d": -0.07574726568556134, "alpha_spy_p1d": -0.06634142964626788, "alpha_c_p1d": -0.06634142964626788, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.009405836039293458, "ret_p1w": 0.15047548632692154, "ret_signed_p1w": -0.15047548632692154, "alpha_spy_p1w": -0.13321887664454612, "alpha_c_p1w": -0.13321887664454612, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.017256609682375412, "ret_p1m": 0.17323370546715178, "ret_signed_p1m": -0.17323370546715178, "alpha_spy_p1m": -0.1414378421466269, "alpha_c_p1m": -0.1414378421466269, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.031795863320524864, "ret_p3m": -0.2360733911977806, "ret_signed_p3m": 0.2360733911977806, "alpha_spy_p3m": 0.26264997627229203, "alpha_c_p3m": 0.26264997627229203, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.02657658507451144, "ret_p6m": -0.13247281072629624, "ret_signed_p6m": 0.13247281072629624, "alpha_spy_p6m": 0.23591943011285732, "alpha_c_p6m": 0.23591943011285732, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.10344661938656108, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17323370546715178, "alpha_spy_stated": -0.1414378421466269, "alpha_c_stated": -0.1414378421466269, "price_path": [0.6236, 0.6382, 0.6298, 0.6298, 0.6274, 0.6196, 0.6101, 0.5815, 0.5734, 0.5594, 0.5506, 0.5581, 0.4939, 0.4548, 0.4564, 0.4484, 0.4708, 0.4759, 0.4891, 0.4698, 0.4589, 0.4579, 0.4375, 0.437, 0.2704, 0.1943, 0.1851, 0.2014, 0.1882, 0.1192, 0.1542, 0.1957, 0.1104, 0.1406, 0.1671, 0.2058, 0.1953, 0.1583, 0.1413, 0.142, 0.1787, 0.1787, 0.1209, 0.1196, 0.0584, 0.0411, 0.0238, 0.0391, 0.0384, -0.0282, -0.0516, -0.0496, 0.0326, 0.0374, 0.0358, 0.0703, 0.0085, 0.0048, -0.0211, -0.0024, -0.0143, -0.0149, 0.0187, 0.0, 0.0757, 0.0938, 0.0938, 0.1264, 0.1505, 0.1416, 0.1736, 0.1953, 0.1549, 0.2079, 0.1868, 0.1763, 0.1851, 0.2065, 0.2089, 0.1732, 0.1566, 0.1613, 0.162, 0.1855, 0.1732, 0.1705, 0.1705, 0.1848, 0.1732, 0.1807, 0.1705, 0.1705, 0.2113, 0.231, 0.1872, 0.1773, 0.2221, 0.1946, 0.1875, 0.1566, 0.1658, 0.2045, 0.108, 0.108, 0.0954, 0.0727, 0.074, 0.018, 0.0387, 0.0228, 0.0231, 0.017, -0.0656, -0.0686, -0.091, -0.0747, -0.1332, -0.0958, -0.0754, -0.0788, -0.1067, -0.1454, -0.2609, -0.2609, -0.2327, -0.2116, -0.2361, -0.2422, -0.2592, -0.2401, -0.2208, -0.2021, -0.1902, -0.1909, -0.1695, -0.1362, -0.1352, -0.1457, -0.1454, -0.1461, -0.1315, -0.1318, -0.1213, -0.1544, -0.1433, -0.1413, -0.1539, -0.196, -0.1861, -0.2082, -0.2724, -0.2775, -0.2962, -0.2891, -0.2656, -0.2473, -0.2133, -0.2133, -0.2221, -0.2204, -0.1868, -0.2442, -0.2449, -0.2354, -0.2201, -0.197, -0.1936, -0.2249, -0.2225, -0.2191, -0.2368, -0.2469, -0.2126, -0.2007, -0.2052, -0.214, -0.2079, -0.2188, -0.1994, -0.179, -0.1875, -0.1433, -0.1332, -0.1675, -0.1641, -0.1498, -0.1457, -0.1508, -0.1243, -0.1325]}
{"unit_id": "quote:1982535602399744431", "ticker_idx": 0, "ts": "2025-10-26T19:51:35+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Let her cook now $NAK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NAK on rare earths domestic production theme.", "resolved_tickers": ["NAK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Other Industrial Metals & Mining'", "bench_c_industry": "Other Industrial Metals & Mining", "unit_kind": "quote", "lang": "en", "tweet_text": "Let her cook now $NAK", "reply_text": null, "parent_text": null, "quoted_text": "#PebbleMine $NAK The paramount commodity to sustain us - domestic energy - is now subject to our own weaponization. Presently, we’re totally &amp; dangerously dependent on China to process #RareEarths that we need to survive. WE MUST IMMEDIATELY BUILD A NON-CHINA SPINE! And an", "parent_author": null, "ret_m1d": 0.07368420392192299, "ret_signed_m1d": 0.07368420392192299, "alpha_spy_m1d": 0.08534430643727986, "alpha_c_m1d": 0.07323465913273197, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": 0.00044954478919101426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.042105286273269815, "ret_signed_p1d": 0.042105286273269815, "alpha_spy_p1d": 0.03944927025418998, "alpha_c_p1d": 0.04075656500355307, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.001348721269716746, "ret_p1w": -0.02105261176576878, "ret_signed_p1w": -0.02105261176576878, "alpha_spy_p1w": -0.018279933651308422, "alpha_c_p1w": 0.021995581729849056, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.04304819349561784, "ret_p1m": -0.10526312157057616, "ret_signed_p1m": -0.10526312157057616, "alpha_spy_p1m": -0.09034860462080407, "alpha_c_p1m": -0.09222501915188097, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.013038102418695185, "ret_p3m": 0.13157901176125142, "ret_signed_p3m": 0.13157901176125142, "alpha_spy_p3m": 0.12314997329940214, "alpha_c_p3m": 0.012648474730336146, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.11893053703091527, "ret_p6m": 0.02631582744894323, "ret_signed_p6m": 0.02631582744894323, "alpha_spy_p6m": -0.007028785914551694, "alpha_c_p6m": -0.1486567723051584, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.17497259975410162, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10526312157057616, "alpha_spy_stated": -0.09034860462080407, "alpha_c_stated": -0.09222501915188097, "price_path": [-0.5684, -0.5842, -0.6053, -0.5895, -0.5842, -0.5789, -0.5526, -0.5263, -0.5421, -0.5368, -0.5421, -0.5263, -0.5211, -0.5316, -0.5526, -0.5526, -0.5421, -0.5263, -0.5368, -0.5263, -0.5316, -0.5211, -0.5263, -0.5263, -0.5474, -0.5368, -0.5526, -0.5526, -0.5684, -0.5737, -0.5684, -0.5684, -0.5684, -0.5421, -0.5632, -0.5684, -0.5684, -0.5421, -0.5105, -0.5105, -0.4263, -0.4421, -0.4, -0.3421, -0.3684, -0.3789, -0.3579, -0.3053, -0.2053, -0.0105, 0.0263, 0.0316, 0.0684, 0.4, 0.4526, 0.3895, 0.1789, 0.0789, 0.0789, 0.0211, -0.0211, -0.0053, 0.0737, 0.0, 0.0421, 0.0632, 0.0632, 0.0579, -0.0211, -0.0579, -0.0474, -0.0947, -0.0737, -0.0474, -0.0474, -0.0368, -0.0895, -0.1053, -0.1211, -0.1684, -0.1421, -0.2105, -0.2105, -0.1789, -0.1053, -0.0526, -0.0526, 0.0105, -0.0263, -0.0368, 0.0158, 0.1, 0.0895, 0.0579, 0.0737, 0.0474, 0.1316, 0.1316, 0.0737, 0.0947, 0.0947, 0.1368, 0.1632, 0.2211, 0.2211, 0.1789, 0.1789, 0.1474, 0.0579, 0.0526, 0.0368, 0.0368, 0.0263, 0.0895, 0.1579, 0.1684, 0.1211, 0.1579, 0.0895, 0.1211, 0.1158, 0.0632, 0.0053, 0.0053, 0.0842, 0.0737, 0.1316, 0.1211, 0.2632, 0.3211, 0.2947, 0.1895, 0.0737, 0.0579, 0.1842, 0.0842, -0.0316, 0.0263, 0.1, 0.0842, 0.1579, 0.1737, 0.1368, 0.1368, 0.0684, -0.3526, -0.3053, -0.3105, -0.2737, -0.2, -0.2211, -0.2105, -0.1842, -0.2211, -0.2789, -0.2842, -0.3053, -0.3158, -0.2895, -0.2526, -0.2895, -0.3, -0.3105, -0.2895, -0.3211, -0.3211, -0.3316, -0.4, -0.4053, -0.3316, -0.3, -0.3474, -0.3263, -0.3316, -0.2632, -0.2211, -0.2158, -0.2158, -0.1474, -0.2053, -0.1368, -0.0947, -0.0737, 0.0105, 0.0, 0.0053, 0.0526, 0.1105, 0.1158, 0.0263]}
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{"unit_id": "orig:1977685312328663052", "ticker_idx": 0, "ts": "2025-10-13T10:38:16+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS $19.4 Billion deal is @Microsoft largest vendor deal in history. So bullish.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NBIS on $19.4B Microsoft vendor deal, largest in Microsoft history.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS $19.4 Billion deal is @Microsoft largest vendor deal in history. So bullish.\n\nhttps://t.co/QVEnBPZAcc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04340768190889632, "ret_signed_m1d": -0.04340768190889632, "alpha_spy_m1d": -0.028295447681007002, "alpha_c_m1d": -0.03427207600475124, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.009135605904145083, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.053964361841674746, "ret_signed_p1d": -0.053964361841674746, "alpha_spy_p1d": -0.052742715554033426, "alpha_c_p1d": -0.060552512516314216, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": 0.00658815067463947, "ret_p1w": -0.19533445594579646, "ret_signed_p1w": -0.19533445594579646, "alpha_spy_p1w": -0.20779224083617975, "alpha_c_p1w": -0.21641665983066904, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.021082203884872586, "ret_p1m": -0.24538612022496853, "ret_signed_p1m": -0.24538612022496853, "alpha_spy_p1m": -0.27548983485760314, "alpha_c_p1m": -0.24854849476431995, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.00316237453935142, "ret_p3m": -0.28170678998056553, "ret_signed_p3m": -0.28170678998056553, "alpha_spy_p3m": -0.32470183378329553, "alpha_c_p3m": -0.31702241812811327, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.03531562814754774, "ret_p6m": -0.13332352202031494, "ret_signed_p6m": -0.13332352202031494, "alpha_spy_p6m": -0.1332232805683583, "alpha_c_p6m": -0.1219039301081708, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": -0.011419591912144145, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24538612022496853, "alpha_spy_stated": -0.27548983485760314, "alpha_c_stated": -0.24854849476431995, "price_path": [-0.6065, -0.6036, -0.6103, -0.6134, -0.6234, -0.617, -0.6149, -0.6208, -0.6106, -0.6279, -0.6214, -0.5982, -0.6161, -0.6001, -0.5927, -0.5933, -0.5179, -0.4922, -0.4815, -0.4439, -0.4786, -0.4946, -0.4713, -0.4645, -0.504, -0.5019, -0.5114, -0.4908, -0.4831, -0.4797, -0.4825, -0.4682, -0.4956, -0.4956, -0.5148, -0.5154, -0.5208, -0.5167, -0.5271, -0.2934, -0.3106, -0.3416, -0.3326, -0.3285, -0.3398, -0.3055, -0.3052, -0.2669, -0.2131, -0.2042, -0.1641, -0.2032, -0.2049, -0.1863, -0.1712, -0.1465, -0.0708, -0.0552, -0.0777, -0.1311, -0.0994, -0.0208, -0.0434, 0.0, -0.054, -0.0711, -0.0917, -0.1626, -0.1953, -0.2302, -0.272, -0.2163, -0.1344, -0.074, -0.1006, -0.0765, -0.0833, -0.0343, -0.1107, -0.184, -0.1363, -0.1921, -0.1785, -0.1883, -0.2454, -0.3034, -0.3457, -0.3833, -0.3653, -0.3316, -0.2982, -0.3752, -0.3854, -0.3216, -0.3439, -0.301, -0.301, -0.2996, -0.2607, -0.288, -0.2697, -0.2411, -0.2762, -0.2593, -0.2883, -0.3091, -0.304, -0.3527, -0.401, -0.4024, -0.443, -0.4235, -0.3396, -0.3118, -0.3354, -0.3273, -0.3273, -0.3534, -0.3648, -0.3713, -0.3821, -0.3821, -0.336, -0.3147, -0.26, -0.2898, -0.2817, -0.2771, -0.2077, -0.2217, -0.2472, -0.2331, -0.1973, -0.1973, -0.267, -0.2701, -0.285, -0.3024, -0.3248, -0.2775, -0.2586, -0.2994, -0.3711, -0.3492, -0.336, -0.3918, -0.4547, -0.3644, -0.3143, -0.3224, -0.3459, -0.3376, -0.2765, -0.2765, -0.2801, -0.2485, -0.2056, -0.2771, -0.2573, -0.2427, -0.2166, -0.2257, -0.3268, -0.3281, -0.3592, -0.2782, -0.2939, -0.3405, -0.2991, -0.2881, -0.1732, -0.2024, -0.1662, -0.0414, -0.1412, -0.1248, -0.1029, -0.1317, -0.1573, -0.1517, -0.1504, -0.2177, -0.2557, -0.3189, -0.234, -0.2474, -0.1967, -0.1967, -0.1692, -0.1333]}
{"unit_id": "orig:1995616225800716404", "ticker_idx": 0, "ts": "2025-12-01T22:09:19+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Pretty soon these will be worth 20x", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on government-backed precious metals (coins/gold), predicting 20x gains as crypto capitulates.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "GLD is the standard gold commodity ETF proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Crypto is capitulating.\n\nThats why I increased my allocation to government backed circles of metal (2%)\n\nPretty soon these will be worth 20x. \n\nDon’t say RJC didn’t warn you https://t.co/wbhTOf3Mol", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0064817937943491, "ret_signed_m1d": 0.0064817937943491, "alpha_spy_m1d": 0.008330646079223514, "alpha_c_m1d": 0.008330646079223514, "bench_spy_m1d": -0.0018488522848744138, "bench_c_m1d": -0.0018488522848744138, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009296182229129313, "ret_signed_p1d": -0.0009296182229129313, "alpha_spy_p1d": -0.004392367303272526, "alpha_c_p1d": -0.004392367303272526, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.003462749080359595, "ret_p1w": 0.000413189923934576, "ret_signed_p1w": 0.000413189923934576, "alpha_spy_p1w": -0.0018022723866584212, "alpha_c_p1w": -0.0018022723866584212, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.002215462310592997, "ret_p1m": 0.02342218663606821, "ret_signed_p1m": 0.02342218663606821, "alpha_spy_p1m": 0.01989342969147212, "alpha_c_p1m": 0.01989342969147212, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.00352875694459609, "ret_p3m": 0.24922531814757254, "ret_signed_p3m": 0.24922531814757254, "alpha_spy_p3m": 0.23970709248230637, "alpha_c_p3m": 0.23970709248230637, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.009518225665266167, "ret_p6m": 0.05487553077134044, "ret_signed_p6m": 0.05487553077134044, "alpha_spy_p6m": -0.05253434411350688, "alpha_c_p6m": -0.05253434411350688, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": 0.10740987488484732, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02342218663606821, "alpha_spy_stated": 0.01989342969147212, "alpha_c_stated": 0.01989342969147212, "price_path": [-0.1564, -0.1451, -0.1354, -0.1373, -0.1342, -0.1355, -0.1338, -0.1248, -0.1231, -0.1298, -0.1333, -0.1241, -0.109, -0.1053, -0.1134, -0.1097, -0.1046, -0.0898, -0.082, -0.0806, -0.0838, -0.0764, -0.059, -0.0542, -0.0386, -0.0563, -0.0468, -0.0236, -0.0167, 0.0004, 0.0238, 0.0045, 0.0411, -0.0258, -0.0257, -0.0218, -0.0251, -0.0522, -0.059, -0.0626, -0.0442, -0.0494, -0.0477, -0.0644, -0.0535, -0.0547, -0.0489, -0.0229, -0.019, -0.0032, -0.0113, -0.0291, -0.0403, -0.0333, -0.0317, -0.032, -0.0335, -0.0182, -0.0185, -0.0106, -0.0106, 0.0017, 0.0065, 0.0, -0.0009, -0.0003, -0.0021, -0.0047, 0.0004, 0.0047, 0.0155, 0.0212, 0.0221, 0.0223, 0.0311, 0.0293, 0.0304, 0.0542, 0.0682, 0.0638, 0.0638, 0.0762, 0.0293, 0.0301, 0.0234, 0.0234, 0.0285, 0.0556, 0.067, 0.0568, 0.0626, 0.0703, 0.0904, 0.0888, 0.0999, 0.0932, 0.0879, 0.0879, 0.1291, 0.1455, 0.1667, 0.1827, 0.2, 0.2295, 0.2771, 0.2806, 0.149, 0.103, 0.1731, 0.1723, 0.1411, 0.1762, 0.206, 0.1941, 0.2076, 0.1657, 0.1947, 0.1947, 0.1574, 0.1835, 0.1868, 0.2102, 0.2428, 0.2256, 0.2225, 0.233, 0.2492, 0.2654, 0.2089, 0.2184, 0.2037, 0.2228, 0.2203, 0.234, 0.2298, 0.2057, 0.1901, 0.189, 0.186, 0.1485, 0.1012, 0.0675, 0.0434, 0.0436, 0.075, 0.0346, 0.0709, 0.0706, 0.1112, 0.1306, 0.1089, 0.1089, 0.1044, 0.1151, 0.1221, 0.1308, 0.1288, 0.1243, 0.1494, 0.1374, 0.1365, 0.1516, 0.1416, 0.1093, 0.124, 0.1131, 0.1188, 0.1101, 0.0895, 0.0779, 0.0941, 0.0928, 0.0709, 0.0801, 0.1129, 0.1148, 0.1202, 0.1224, 0.118, 0.1117, 0.1032, 0.0776, 0.0805, 0.0626, 0.0779, 0.0768, 0.0686, 0.0686, 0.0691, 0.0549]}
{"unit_id": "reply:1975750384980214204", "ticker_idx": 0, "ts": "2025-10-08T02:29:34+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I fundamentally believe that the demand for protecting data will explode as AI creates exponentially more data", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both RBRK on AI-driven data-protection demand explosion and NBIS as higher-potential play; room for both.", "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": "reply_other", "lang": "en", "tweet_text": "@dantecesarr $RBRK is a cyber security company. I fundamentally believe that the demand for protecting data will explode as AI creates exponentially more data. $NBIS has more potential in my opinion but room for both", "reply_text": null, "parent_text": "@RJCcapital Yes, to my understanding $EOSE is a bet on their unique zinc based batteries that could change the landscape as they attempt to build a possible moat. As well, why do you own something like $RBRK when $NBIS offers a far more upside sector unless again I may be missing something.", "quoted_text": null, "parent_author": "5xCap", "ret_m1d": -0.05637982195845692, "ret_signed_m1d": -0.05637982195845692, "alpha_spy_m1d": -0.05045211393942495, "alpha_c_m1d": -0.05045211393942495, "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": 0.021958438861971352, "ret_signed_p1d": 0.021958438861971352, "alpha_spy_p1d": 0.024855413586904573, "alpha_c_p1d": 0.024855413586904573, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.002896974724933221, "ret_p1w": -0.06160240286535612, "ret_signed_p1w": -0.06160240286535612, "alpha_spy_p1w": -0.04980641476301173, "alpha_c_p1w": -0.04980641476301173, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.01179598810234439, "ret_p1m": -0.15097924297570475, "ret_signed_p1m": -0.15097924297570475, "alpha_spy_p1m": -0.1468194703305299, "alpha_c_p1m": -0.1468194703305299, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.004159772645174864, "ret_p3m": -0.12759643916913943, "ret_signed_p3m": -0.12759643916913943, "alpha_spy_p3m": -0.1523207461182673, "alpha_c_p3m": -0.1523207461182673, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.02472430694912786, "ret_p6m": -0.3894362180806056, "ret_signed_p6m": -0.3894362180806056, "alpha_spy_p6m": -0.36931218192172377, "alpha_c_p6m": -0.36931218192172377, "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": -0.15097924297570475, "alpha_spy_stated": -0.1468194703305299, "alpha_c_stated": -0.1468194703305299, "price_path": [0.0034, 0.0189, 0.0367, 0.0385, 0.0318, 0.0458, 0.0271, -0.0057, 0.007, 0.0173, 0.0089, 0.0339, 0.059, 0.1326, 0.127, 0.0404, 0.0982, 0.0391, 0.0893, 0.0652, 0.0375, 0.0172, 0.0487, 0.0455, 0.0024, 0.0188, 0.0174, -0.0033, 0.0101, 0.0118, 0.0536, 0.0425, 0.0109, 0.0389, 0.1042, 0.0611, 0.0611, 0.0433, 0.0412, 0.0273, 0.0793, 0.1348, 0.1691, -0.0419, -0.0755, -0.1157, -0.1027, -0.1098, -0.123, -0.0739, -0.0477, -0.0446, -0.0331, -0.0609, -0.0268, -0.0249, -0.0108, -0.0237, -0.0216, -0.0037, -0.017, -0.0242, -0.0564, 0.0, 0.022, -0.0227, -0.0126, -0.0722, -0.0616, -0.0666, -0.0834, -0.0646, -0.0519, -0.0878, -0.0877, -0.0862, -0.0767, -0.0965, -0.1464, -0.1567, -0.1066, -0.1003, -0.1383, -0.1412, -0.151, -0.1332, -0.0971, -0.1023, -0.1223, -0.1631, -0.1507, -0.1728, -0.1834, -0.1682, -0.1966, -0.2096, -0.2001, -0.1823, -0.1909, -0.1909, -0.1772, -0.1858, -0.1763, -0.1524, -0.164, 0.024, 0.0576, 0.0838, 0.0672, 0.0336, -0.0323, -0.0518, -0.0753, -0.1313, -0.099, -0.072, -0.0539, -0.0653, -0.0647, -0.0647, -0.0664, -0.0741, -0.0757, -0.0922, -0.0922, -0.1042, -0.1276, -0.1085, -0.0876, -0.1493, -0.1625, -0.1529, -0.1594, -0.1912, -0.1804, -0.2036, -0.2036, -0.2299, -0.2362, -0.2273, -0.2205, -0.1891, -0.261, -0.25, -0.3119, -0.3359, -0.3537, -0.381, -0.3843, -0.4262, -0.3938, -0.3583, -0.3373, -0.3458, -0.3687, -0.3525, -0.3525, -0.365, -0.3544, -0.3572, -0.4042, -0.4391, -0.3942, -0.3809, -0.3551, -0.3833, -0.3627, -0.3606, -0.3487, -0.3367, -0.3214, -0.3214, -0.3359, -0.3173, -0.3588, -0.3658, -0.3867, -0.3821, -0.3817, -0.3956, -0.4151, -0.3925, -0.4294, -0.44, -0.4351, -0.4572, -0.459, -0.4188, -0.4233, -0.3894]}
{"unit_id": "reply:1975750384980214204", "ticker_idx": 1, "ts": "2025-10-08T02:29:34+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS has more potential in my opinion but room for both", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both RBRK on AI-driven data-protection demand explosion and NBIS as higher-potential play; room for both.", "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": "@dantecesarr $RBRK is a cyber security company. I fundamentally believe that the demand for protecting data will explode as AI creates exponentially more data. $NBIS has more potential in my opinion but room for both", "reply_text": null, "parent_text": "@RJCcapital Yes, to my understanding $EOSE is a bet on their unique zinc based batteries that could change the landscape as they attempt to build a possible moat. As well, why do you own something like $RBRK when $NBIS offers a far more upside sector unless again I may be missing something.", "quoted_text": null, "parent_author": "5xCap", "ret_m1d": -0.03524592665375259, "ret_signed_m1d": -0.03524592665375259, "alpha_spy_m1d": -0.029318218634720616, "alpha_c_m1d": -0.03939877087713417, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": 0.00415284422338158, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08721310975121677, "ret_signed_p1d": 0.08721310975121677, "alpha_spy_p1d": 0.09011008447614999, "alpha_c_p1d": 0.09292343707710893, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.005710327325892162, "ret_p1w": 0.031393457631595734, "ret_signed_p1w": 0.031393457631595734, "alpha_spy_p1w": 0.043189445733940124, "alpha_c_p1w": 0.03295087412660935, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.0015574164950136193, "ret_p1m": -0.1029507996606045, "ret_signed_p1m": -0.1029507996606045, "alpha_spy_p1m": -0.09879102701542963, "alpha_c_p1m": -0.07543730747949207, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.02751349218111243, "ret_p3m": -0.23909834564709276, "ret_signed_p3m": -0.23909834564709276, "alpha_spy_p3m": -0.2638226525962206, "alpha_c_p3m": -0.2611713374726876, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.022072991825594857, "ret_p6m": -0.1080327893866867, "ret_signed_p6m": -0.1080327893866867, "alpha_spy_p6m": -0.08790875322780489, "alpha_c_p6m": -0.08068561612560032, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": -0.027347173261086377, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1029507996606045, "alpha_spy_stated": -0.09879102701542963, "alpha_c_stated": -0.07543730747949207, "price_path": [-0.6369, -0.5742, -0.5612, -0.563, -0.5599, -0.5673, -0.5707, -0.5819, -0.5748, -0.5725, -0.5789, -0.5676, -0.5869, -0.5796, -0.5539, -0.5738, -0.556, -0.5478, -0.5484, -0.4647, -0.4362, -0.4243, -0.3825, -0.4211, -0.4389, -0.413, -0.4054, -0.4493, -0.447, -0.4575, -0.4346, -0.4261, -0.4223, -0.4254, -0.4095, -0.44, -0.44, -0.4613, -0.4619, -0.468, -0.4634, -0.4749, -0.2154, -0.2345, -0.2689, -0.2589, -0.2544, -0.267, -0.2289, -0.2285, -0.186, -0.1262, -0.1164, -0.0719, -0.1152, -0.1172, -0.0966, -0.0798, -0.0524, 0.0317, 0.049, 0.0241, -0.0352, 0.0, 0.0872, 0.0621, 0.1103, 0.0504, 0.0314, 0.0085, -0.0702, -0.1066, -0.1452, -0.1916, -0.1298, -0.0389, 0.0281, -0.0014, 0.0254, 0.0179, 0.0723, -0.0125, -0.0939, -0.041, -0.103, -0.0879, -0.0988, -0.1621, -0.2266, -0.2735, -0.3152, -0.2952, -0.2579, -0.2207, -0.3062, -0.3175, -0.2467, -0.2715, -0.2239, -0.2239, -0.2224, -0.1791, -0.2094, -0.1892, -0.1574, -0.1964, -0.1776, -0.2098, -0.2329, -0.2272, -0.2812, -0.3349, -0.3365, -0.3816, -0.3599, -0.2667, -0.2358, -0.262, -0.253, -0.253, -0.282, -0.2948, -0.3019, -0.3139, -0.3139, -0.2627, -0.2391, -0.1784, -0.2114, -0.2025, -0.1973, -0.1202, -0.1358, -0.1641, -0.1485, -0.1088, -0.1088, -0.1861, -0.1896, -0.2061, -0.2254, -0.2503, -0.1978, -0.1768, -0.222, -0.3017, -0.2774, -0.2627, -0.3247, -0.3945, -0.2943, -0.2387, -0.2476, -0.2737, -0.2645, -0.1966, -0.1966, -0.2007, -0.1656, -0.118, -0.1974, -0.1753, -0.1592, -0.1302, -0.1403, -0.2525, -0.254, -0.2885, -0.1985, -0.216, -0.2678, -0.2218, -0.2096, -0.082, -0.1144, -0.0742, 0.0643, -0.0465, -0.0282, -0.0039, -0.0359, -0.0643, -0.0581, -0.0566, -0.1314, -0.1736, -0.2438, -0.1495, -0.1643, -0.108]}
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{"unit_id": "reply:1971546291827253355", "ticker_idx": 0, "ts": "2025-09-26T12:04:00+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Because they are unable to compete with the AWS of AI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish IREN as unable to compete; bullish NBIS as the dominant AI cloud player.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@FransBakker9812 Because they are unable to compete with the AWS of AI - $NBIS", "reply_text": null, "parent_text": "$IREN Downgrade by JPM \nWhy?", "quoted_text": null, "parent_author": "FransBakker9812", "ret_m1d": 0.10582895940236292, "ret_signed_m1d": -0.10582895940236292, "alpha_spy_m1d": -0.1115253586197078, "alpha_c_m1d": -0.11307000834865932, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.007241048946296402, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09722884939035925, "ret_signed_p1d": -0.09722884939035925, "alpha_spy_p1d": -0.09441840260705803, "alpha_c_p1d": -0.09221597542673554, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.00501287396362371, "ret_p1w": 0.20544668773832742, "ret_signed_p1w": -0.20544668773832742, "alpha_spy_p1w": -0.19428049924311974, "alpha_c_p1w": -0.20804606989130603, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": -0.002599382152978613, "ret_p1m": 0.5525560658424393, "ret_signed_p1m": -0.5525560658424393, "alpha_spy_p1m": -0.5171688362284537, "alpha_c_p1m": -0.5623964252524192, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": -0.009840359409979849, "ret_p3m": 0.0028666729607045305, "ret_signed_p3m": -0.0028666729607045305, "alpha_spy_p3m": 0.043369472635763184, "alpha_c_p3m": 0.035469321001336374, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.038335993962040904, "ret_p6m": 0.0071667279667062544, "ret_signed_p6m": -0.0071667279667062544, "alpha_spy_p6m": -0.011258911067537403, "alpha_c_p6m": -0.08447180405629029, "bench_spy_p6m": -0.004092183100831148, "bench_c_p6m": -0.07730507608958403, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5525560658424393, "alpha_spy_stated": -0.5171688362284537, "alpha_c_stated": -0.5623964252524192, "price_path": [-0.6362, -0.6259, -0.5982, -0.5982, -0.5951, -0.5965, -0.5948, -0.5932, -0.6123, -0.5872, -0.5968, -0.5865, -0.5688, -0.5714, -0.5664, -0.5559, -0.5463, -0.5667, -0.5767, -0.6039, -0.6228, -0.6144, -0.6151, -0.6321, -0.6063, -0.607, -0.5624, -0.5564, -0.5592, -0.5707, -0.5741, -0.5764, -0.5442, -0.5296, -0.5054, -0.5526, -0.528, -0.532, -0.4881, -0.4477, -0.4508, -0.466, -0.4496, -0.3674, -0.3674, -0.3046, -0.3261, -0.3758, -0.3753, -0.3743, -0.2788, -0.1966, -0.2152, -0.1887, -0.1128, -0.1292, -0.0946, -0.1323, -0.0769, 0.001, -0.0022, 0.1261, 0.1058, 0.0, 0.0972, 0.1211, 0.1247, 0.1233, 0.2054, 0.3796, 0.4735, 0.4355, 0.5253, 0.4279, 0.5323, 0.6617, 0.624, 0.4771, 0.4505, 0.4147, 0.3186, 0.2382, 0.3344, 0.5026, 0.5526, 0.4912, 0.4434, 0.3908, 0.4513, 0.6185, 0.5917, 0.8254, 0.5996, 0.4902, 0.4374, 0.3708, 0.3306, 0.1622, 0.1077, 0.1326, 0.167, 0.0948, 0.0385, 0.0096, 0.1584, 0.134, 0.1574, 0.1574, 0.1421, 0.1584, -0.0177, 0.0502, 0.1097, 0.0681, 0.107, 0.119, 0.0492, 0.0497, -0.0413, -0.1524, -0.1259, -0.193, -0.1448, -0.0463, 0.0043, 0.005, 0.0029, 0.0029, -0.0373, -0.0585, -0.085, -0.0977, -0.0977, 0.0201, 0.1524, 0.0968, 0.0422, 0.0913, 0.0996, 0.2023, 0.2659, 0.2633, 0.2396, 0.3813, 0.3813, 0.2962, 0.2776, 0.2484, 0.354, 0.2508, 0.4331, 0.5036, 0.4295, 0.2838, 0.268, 0.2993, 0.0736, -0.0495, -0.0007, 0.1025, 0.0256, 0.0194, -0.0437, 0.0086, 0.0086, -0.0213, 0.0053, 0.0342, -0.0449, 0.0119, 0.0858, 0.0518, 0.0569, -0.0217, -0.0112, -0.0719, 0.0473, -0.0414, -0.1233, -0.0721, -0.0893, 0.0029, -0.0117, -0.0067, 0.0736, 0.0263, 0.0084, -0.0048, -0.0136, 0.0072]}
{"unit_id": "reply:1971546291827253355", "ticker_idx": 1, "ts": "2025-09-26T12:04:00+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the AWS of AI - $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish IREN as unable to compete; bullish NBIS as the dominant AI cloud player.", "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": "@FransBakker9812 Because they are unable to compete with the AWS of AI - $NBIS", "reply_text": null, "parent_text": "$IREN Downgrade by JPM \nWhy?", "quoted_text": null, "parent_author": "FransBakker9812", "ret_m1d": 0.002228463323721286, "ret_signed_m1d": 0.002228463323721286, "alpha_spy_m1d": 0.007924862541066169, "alpha_c_m1d": 0.011875524094015155, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.00964706077029387, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02339836902383552, "ret_signed_p1d": 0.02339836902383552, "alpha_spy_p1d": 0.020587922240534295, "alpha_c_p1d": 0.020182616952776122, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.0032157520710593968, "ret_p1w": 0.18830090049526604, "ret_signed_p1w": 0.18830090049526604, "alpha_spy_p1w": 0.17713471200005837, "alpha_c_p1w": 0.2033638790330966, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": -0.015062978537830563, "ret_p1m": 0.1646239912657952, "ret_signed_p1m": 0.1646239912657952, "alpha_spy_p1m": 0.12923676165180953, "alpha_c_p1m": 0.1731708388925941, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": -0.008546847626798915, "ret_p3m": -0.1538532977191014, "ret_signed_p3m": -0.1538532977191014, "alpha_spy_p3m": -0.2000894433155691, "alpha_c_p3m": -0.15641151477966253, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.002558217060561141, "ret_p6m": 0.05988862358776492, "ret_signed_p6m": 0.05988862358776492, "alpha_spy_p6m": 0.06398080668859607, "alpha_c_p6m": 0.09995187411694284, "bench_spy_p6m": -0.004092183100831148, "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": 0.1646239912657952, "alpha_spy_stated": 0.12923676165180953, "alpha_c_stated": 0.1731708388925941, "price_path": [-0.5329, -0.536, -0.5334, -0.5334, -0.5558, -0.5627, -0.5724, -0.5689, -0.5887, -0.5176, -0.503, -0.505, -0.5015, -0.5098, -0.5137, -0.5264, -0.5183, -0.5157, -0.523, -0.5102, -0.532, -0.5238, -0.4946, -0.5172, -0.497, -0.4877, -0.4885, -0.3936, -0.3614, -0.3478, -0.3006, -0.3442, -0.3643, -0.335, -0.3265, -0.3761, -0.3735, -0.3855, -0.3595, -0.3499, -0.3456, -0.3491, -0.3311, -0.3656, -0.3656, -0.3898, -0.3904, -0.3973, -0.3921, -0.4052, -0.1112, -0.1329, -0.1719, -0.1605, -0.1554, -0.1696, -0.1265, -0.1261, -0.0779, -0.0102, 0.0009, 0.0513, 0.0022, 0.0, 0.0234, 0.0424, 0.0734, 0.1687, 0.1883, 0.1601, 0.0929, 0.1328, 0.2316, 0.2032, 0.2578, 0.1899, 0.1683, 0.1424, 0.0533, 0.0121, -0.0318, -0.0843, -0.0143, 0.0888, 0.1646, 0.1312, 0.1616, 0.153, 0.2147, 0.1186, 0.0264, 0.0864, 0.0162, 0.0332, 0.0209, -0.0509, -0.1239, -0.1771, -0.2243, -0.2017, -0.1593, -0.1173, -0.2141, -0.2269, -0.1467, -0.1747, -0.1208, -0.1208, -0.1191, -0.0701, -0.1045, -0.0815, -0.0455, -0.0897, -0.0684, -0.1048, -0.131, -0.1246, -0.1858, -0.2466, -0.2484, -0.2994, -0.2749, -0.1694, -0.1344, -0.1641, -0.1539, -0.1539, -0.1867, -0.2011, -0.2092, -0.2228, -0.2228, -0.1648, -0.1381, -0.0693, -0.1067, -0.0966, -0.0907, -0.0034, -0.0211, -0.0531, -0.0354, 0.0096, 0.0096, -0.0781, -0.082, -0.1007, -0.1226, -0.1508, -0.0913, -0.0675, -0.1188, -0.209, -0.1814, -0.1648, -0.235, -0.3141, -0.2006, -0.1376, -0.1477, -0.1773, -0.1669, -0.09, -0.09, -0.0945, -0.0548, -0.0008, -0.0908, -0.0658, -0.0475, -0.0147, -0.0262, -0.1533, -0.155, -0.1941, -0.0921, -0.1119, -0.1706, -0.1185, -0.1046, 0.0399, 0.0032, 0.0487, 0.2057, 0.0801, 0.1008, 0.1283, 0.0921, 0.0599]}
{"unit_id": "reply:1967973920407257559", "ticker_idx": 0, "ts": "2025-09-16T15:28:40+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the stock will run", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish NBIS: Microsoft deal makes it cheaper than before, additional sell-side coverage coming this week will drive the stock higher.", "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": "@TheLongInvest it is cheaper immediately after the micrsoft deal than before. instead of counting pennies waiting for the best oppurtunity just buy and hold. Additional sell side coverage is coming this week and the stock will run.", "reply_text": null, "parent_text": "Well done to everyone who did NOT chase $NBIS and will get a better entry to add now\n\nChasing a position that has jumped +50% in 1 session is not sensible\n\nAnd at no stage is chasing sensible", "quoted_text": null, "parent_author": "TheLongInvest", "ret_m1d": 0.017108339193512512, "ret_signed_m1d": 0.017108339193512512, "alpha_spy_m1d": 0.015729462311967923, "alpha_c_m1d": 0.013058269419678359, "bench_spy_m1d": 0.0013788768815445884, "bench_c_m1d": 0.004050069773834153, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051995991390036744, "ret_signed_p1d": 0.051995991390036744, "alpha_spy_p1d": 0.05323835506570529, "alpha_c_p1d": 0.04938024664031482, "bench_spy_p1d": -0.0012423636756685452, "bench_c_p1d": 0.0026157447497219266, "ret_p1w": 0.20541208413166978, "ret_signed_p1w": 0.20541208413166978, "alpha_spy_p1w": 0.19776229548403323, "alpha_c_p1w": 0.2028557851634516, "bench_spy_p1w": 0.007649788647636546, "bench_c_p1w": 0.0025562989682181847, "ret_p1m": 0.4070222677140285, "ret_signed_p1m": 0.4070222677140285, "alpha_spy_p1m": 0.39639471463657205, "alpha_c_p1m": 0.42995113138510144, "bench_spy_p1m": 0.010627553077456442, "bench_c_p1m": -0.02292886367107294, "ret_p3m": -0.01945653424837157, "ret_signed_p3m": -0.01945653424837157, "alpha_spy_p3m": -0.05529012876450523, "alpha_c_p3m": -0.0062645897514377324, "bench_spy_p3m": 0.03583359451613366, "bench_c_p3m": -0.013191944496933838, "ret_p6m": 0.2523202769138344, "ret_signed_p6m": 0.2523202769138344, "alpha_spy_p6m": 0.22170027133362336, "alpha_c_p6m": 0.2584952074675386, "bench_spy_p6m": 0.03062000558021105, "bench_c_p6m": -0.0061749305537042165, "ret_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": 0.20541208413166978, "alpha_spy_stated": 0.19776229548403323, "alpha_c_stated": 0.2028557851634516, "price_path": [-0.4597, -0.4636, -0.4691, -0.4295, -0.4575, -0.4118, -0.4203, -0.3813, -0.4374, -0.4412, -0.4381, -0.4381, -0.4651, -0.4733, -0.4851, -0.4808, -0.5046, -0.4191, -0.4014, -0.4039, -0.3996, -0.4097, -0.4144, -0.4296, -0.4199, -0.4168, -0.4256, -0.4102, -0.4364, -0.4265, -0.3914, -0.4185, -0.3943, -0.3831, -0.384, -0.2697, -0.2309, -0.2146, -0.1577, -0.2102, -0.2345, -0.1992, -0.1889, -0.2487, -0.2456, -0.26, -0.2287, -0.217, -0.2119, -0.2161, -0.1945, -0.2361, -0.2361, -0.2651, -0.2659, -0.2742, -0.2679, -0.2837, 0.0703, 0.0443, -0.0027, 0.011, 0.0171, 0.0, 0.052, 0.0524, 0.1105, 0.192, 0.2054, 0.2661, 0.207, 0.2043, 0.2325, 0.2554, 0.2927, 0.4075, 0.4311, 0.3971, 0.3161, 0.3642, 0.4832, 0.449, 0.5147, 0.433, 0.407, 0.3758, 0.2685, 0.2188, 0.1661, 0.1028, 0.1871, 0.3112, 0.4025, 0.3623, 0.3989, 0.3886, 0.4628, 0.3471, 0.2361, 0.3083, 0.2238, 0.2443, 0.2295, 0.143, 0.0551, -0.0089, -0.0659, -0.0386, 0.0124, 0.0631, -0.0536, -0.069, 0.0276, -0.0062, 0.0588, 0.0588, 0.0608, 0.1199, 0.0785, 0.1061, 0.1495, 0.0963, 0.1219, 0.078, 0.0465, 0.0542, -0.0195, -0.0927, -0.0948, -0.1563, -0.1268, 0.0003, 0.0425, 0.0067, 0.019, 0.019, -0.0206, -0.0379, -0.0476, -0.064, -0.064, 0.0058, 0.038, 0.1209, 0.0758, 0.088, 0.095, 0.2002, 0.1789, 0.1403, 0.1616, 0.2158, 0.2158, 0.1103, 0.1056, 0.083, 0.0567, 0.0227, 0.0944, 0.123, 0.0613, -0.0474, -0.0142, 0.0058, -0.0787, -0.174, -0.0372, 0.0386, 0.0264, -0.0092, 0.0034, 0.0959, 0.0959, 0.0905, 0.1383, 0.2033, 0.0949, 0.125, 0.147, 0.1866, 0.1728, 0.0197, 0.0177, -0.0294, 0.0934, 0.0696, -0.0011, 0.0616, 0.0783, 0.2523]}
{"unit_id": "orig:1996346621815411098", "ticker_idx": 0, "ts": "2025-12-03T22:31:39+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "No one can compete with $HOOD user interface", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HOOD on unmatched user interface; no competitor can match it.", "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": "No one can compete with $HOOD user interface https://t.co/oUQtTIaClu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025094852607646656, "ret_signed_m1d": -0.025094852607646656, "alpha_spy_m1d": -0.024364246994491356, "alpha_c_m1d": -0.023044812045770025, "bench_spy_m1d": -0.0007306056131552996, "bench_c_m1d": -0.0020500405618766315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.037423437513044444, "ret_signed_p1d": -0.037423437513044444, "alpha_spy_p1d": -0.0393228322658663, "alpha_c_p1d": -0.037796100204162686, "bench_spy_p1d": 0.001899394752821859, "bench_c_p1d": 0.0003726626911182418, "ret_p1w": -0.09994167197722537, "ret_signed_p1w": -0.09994167197722537, "alpha_spy_p1w": -0.1069259019562262, "alpha_c_p1w": -0.12249103881043288, "bench_spy_p1w": 0.006984229979000833, "bench_c_p1w": 0.022549366833207518, "ret_p1m": -0.15954189126387586, "ret_signed_p1m": -0.15954189126387586, "alpha_spy_p1m": -0.16070879206903477, "alpha_c_p1m": -0.18678721096154927, "bench_spy_p1m": 0.0011669008051589103, "bench_c_p1m": 0.02724531969767341, "ret_p3m": -0.445068582734794, "ret_signed_p3m": -0.445068582734794, "alpha_spy_p3m": -0.442073684205348, "alpha_c_p3m": -0.40274614654113716, "bench_spy_p3m": -0.0029948985294460106, "bench_c_p3m": -0.04232243619365683, "ret_p6m": -0.3120805238390748, "ret_signed_p6m": -0.3120805238390748, "alpha_spy_p6m": -0.42370887874633023, "alpha_c_p6m": -0.28163587443055005, "bench_spy_p6m": 0.11162835490725542, "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": -0.15954189126387586, "alpha_spy_stated": -0.16070879206903477, "alpha_c_stated": -0.18678721096154927, "price_path": [-0.1444, -0.1355, -0.1431, -0.141, -0.1609, -0.1623, -0.1437, -0.1345, -0.118, -0.0897, -0.0889, -0.0794, -0.075, -0.1053, -0.1116, -0.0026, 0.0445, 0.015, 0.0629, 0.0845, 0.0524, 0.0578, 0.1006, 0.1122, 0.0137, 0.0263, -0.0155, -0.0214, -0.0411, -0.0523, -0.0093, -0.0382, -0.0719, -0.0201, 0.0198, 0.0641, 0.0669, 0.0563, 0.0072, 0.0708, 0.073, -0.002, 0.0394, -0.073, -0.049, -0.0088, -0.0376, -0.0299, -0.1134, -0.1064, -0.154, -0.1662, -0.138, -0.2252, -0.2172, -0.1613, -0.1569, -0.0648, -0.0648, -0.0627, -0.101, -0.0812, -0.0251, 0.0, -0.0374, -0.0047, -0.01, -0.0104, -0.0999, -0.1282, -0.1592, -0.129, -0.1552, -0.1453, -0.1148, -0.1073, -0.1228, -0.1214, -0.1214, -0.1382, -0.1433, -0.1578, -0.1749, -0.1749, -0.1595, -0.101, -0.1122, -0.1467, -0.1582, -0.1591, -0.1427, -0.1228, -0.127, -0.195, -0.2067, -0.2067, -0.2283, -0.2273, -0.2249, -0.2195, -0.2194, -0.2323, -0.2457, -0.2615, -0.2743, -0.3441, -0.3648, -0.4119, -0.4698, -0.3958, -0.3685, -0.3755, -0.4312, -0.4812, -0.4458, -0.4458, -0.4497, -0.4513, -0.4481, -0.4448, -0.4764, -0.4646, -0.4344, -0.4204, -0.4467, -0.4253, -0.4451, -0.4003, -0.4123, -0.4376, -0.4211, -0.4271, -0.426, -0.4447, -0.4646, -0.4506, -0.4357, -0.4536, -0.459, -0.4829, -0.4712, -0.4961, -0.4708, -0.4868, -0.5184, -0.5247, -0.4945, -0.4885, -0.4974, -0.4974, -0.491, -0.4919, -0.476, -0.4885, -0.4953, -0.4772, -0.423, -0.363, -0.3664, -0.338, -0.3341, -0.3695, -0.3549, -0.3906, -0.382, -0.3876, -0.4013, -0.4806, -0.4683, -0.4626, -0.4416, -0.4381, -0.4233, -0.4435, -0.4381, -0.4107, -0.429, -0.4401, -0.4113, -0.4373, -0.4372, -0.459, -0.4473, -0.4462, -0.4628, -0.4628, -0.4595, -0.4439, -0.3811, -0.3121]}
{"unit_id": "reply:1959238193141686281", "ticker_idx": 0, "ts": "2025-08-23T12:56:00+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 much better than $EOSE thank me later", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers FLNC over EOSE as the grid battery/storage play; decisive buy/avoid instruction.", "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": "@StockSavvyShay $FLNC much better than $EOSE thank me later", "reply_text": null, "parent_text": "5 STOCKS BUILDING THE INFRASTRUCTURE OF TOMORROW\n\n1. $RKLB -- Future of Space Logistics\n2. $ASTS -- Bridging Global Connectivity from Space\n3. $IONQ -- Push for a Quantum Network\n4. $EOSE -- Grid’s Missing Battery Layer\n5. $OKLO -- AI’s Power Stack Won’t Run on Wind", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.009370839843033218, "ret_signed_m1d": 0.009370839843033218, "alpha_spy_m1d": 0.004950365210406371, "alpha_c_m1d": 0.004950365210406371, "bench_spy_m1d": 0.004420474632626847, "bench_c_m1d": 0.004420474632626847, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01472558722944517, "ret_signed_p1d": 0.01472558722944517, "alpha_spy_p1d": 0.010538618470917527, "alpha_c_p1d": 0.010538618470917527, "bench_spy_p1d": 0.004186968758527643, "bench_c_p1d": 0.004186968758527643, "ret_p1w": -0.009370776009409054, "ret_signed_p1w": -0.009370776009409054, "alpha_spy_p1w": -0.013386577566108393, "alpha_c_p1w": -0.013386577566108393, "bench_spy_p1w": 0.004015801556699339, "bench_c_p1w": 0.004015801556699339, "ret_p1m": 0.36680057897097007, "ret_signed_p1m": 0.36680057897097007, "alpha_spy_p1m": 0.3316568403046738, "alpha_c_p1m": 0.3316568403046738, "bench_spy_p1m": 0.035143738666296276, "bench_c_p1m": 0.035143738666296276, "ret_p3m": 1.076305309840432, "ret_signed_p3m": 1.076305309840432, "alpha_spy_p3m": 1.0578310666141435, "alpha_c_p3m": 1.0578310666141435, "bench_spy_p3m": 0.018474243226288545, "bench_c_p3m": 0.018474243226288545, "ret_p6m": 1.3801875751042485, "ret_signed_p6m": 1.3801875751042485, "alpha_spy_p6m": 1.3112404272521905, "alpha_c_p6m": 1.3112404272521905, "bench_spy_p6m": 0.06894714785205802, "bench_c_p6m": 0.06894714785205802, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.36680057897097007, "alpha_spy_stated": 0.3316568403046738, "alpha_c_stated": 0.3316568403046738, "price_path": [-0.3601, -0.3735, -0.3708, -0.4056, -0.3614, -0.3507, -0.3815, -0.3681, -0.3628, -0.3347, -0.3387, -0.3507, -0.3293, -0.3293, -0.241, -0.2544, -0.2544, -0.2195, -0.2477, -0.2102, -0.1714, -0.1566, -0.178, -0.1017, -0.0174, 0.0013, 0.1258, 0.1258, 0.0683, 0.1258, 0.17, 0.1473, 0.0937, 0.0629, 0.1138, 0.1071, 0.1031, 0.1995, 0.2758, 0.3668, 0.2637, 0.253, 0.2557, 0.1834, 0.1312, 0.0977, 0.087, 0.0415, 0.1352, 0.1446, 0.1312, 0.2142, 0.2303, 0.2236, -0.0134, 0.0107, 0.0127, 0.0643, 0.079, 0.0469, 0.0013, -0.0843, 0.0094, 0.0, 0.0147, -0.0254, 0.0375, -0.0094, -0.0094, -0.0723, -0.0964, -0.0964, 0.0107, -0.0348, -0.0924, -0.095, -0.071, -0.0629, -0.0107, 0.004, -0.004, 0.0602, 0.253, 0.419, 0.3668, 0.4967, 0.5703, 0.5944, 0.5261, 0.4458, 0.8005, 0.747, 0.8461, 1.0428, 0.8514, 1.0027, 0.9946, 0.7523, 1.1272, 1.4699, 1.8701, 1.6212, 1.4531, 1.4699, 1.1767, 1.0375, 1.1459, 1.6131, 1.5087, 1.423, 1.7149, 1.7403, 1.8112, 1.7858, 1.5676, 1.7738, 1.6533, 1.7831, 1.917, 1.7751, 1.5716, 1.1754, 1.3976, 1.3066, 1.2784, 1.2503, 1.0763, 1.0616, 1.1151, 1.245, 1.5422, 1.5422, 1.6292, 1.5957, 1.672, 1.6573, 2.1245, 2.2075, 2.0602, 2.2048, 2.1874, 2.4525, 1.9705, 1.8809, 1.8527, 1.4859, 1.585, 1.672, 1.7376, 1.6332, 1.6546, 1.6546, 1.7055, 1.6734, 1.6586, 1.6479, 1.6479, 2.0803, 1.9786, 1.9224, 1.7523, 1.8353, 2.1058, 2.1165, 2.1888, 2.0321, 2.4137, 2.6252, 2.6252, 2.415, 2.5261, 2.6506, 2.6064, 2.6305, 2.8072, 3.1486, 3.2262, 3.1191, 3.1352, 3.3146, 2.8809, 1.5368, 1.6024, 1.5971, 1.5422, 1.3454, 1.3347, 1.4712, 1.4712, 1.3802]}
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{"unit_id": "reply:1974532681078866380", "ticker_idx": 0, "ts": "2025-10-04T17:50:50+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "YES. WE NEED MORE FINTWIT $FLNC BULLS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish stance on Fluence Energy, calling for more bulls on the stock.", "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": "@ocheaux_ YES. WE NEED MORE FINTWIT $FLNC BULLS", "reply_text": null, "parent_text": "@RJCcapital amazing - $Fluence is one of my favourites and will be at 50$ per share eoy", "quoted_text": null, "parent_author": "ocheaux_", "ret_m1d": -0.09633029128312942, "ret_signed_m1d": -0.09633029128312942, "alpha_spy_m1d": -0.09275683470381568, "alpha_c_m1d": -0.09275683470381568, "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": -0.09370906184321615, "ret_signed_p1d": -0.09370906184321615, "alpha_spy_p1d": -0.09000154795389836, "alpha_c_p1d": -0.09000154795389836, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0037075138893177817, "ret_p1w": 0.04128441054991261, "ret_signed_p1w": 0.04128441054991261, "alpha_spy_p1w": 0.05404477884740222, "alpha_c_p1w": 0.05404477884740222, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01276036829748961, "ret_p1m": 0.256880735091652, "ret_signed_p1m": 0.256880735091652, "alpha_spy_p1m": 0.2514757422769589, "alpha_c_p1m": 0.2514757422769589, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": 0.005404992814693088, "ret_p3m": 0.2961992391853896, "ret_signed_p3m": 0.2961992391853896, "alpha_spy_p3m": 0.2778477739060039, "alpha_c_p3m": 0.2778477739060039, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.018351465279385692, "ret_p6m": -0.09829619773930443, "ret_signed_p6m": -0.09829619773930443, "alpha_spy_p6m": -0.07213971977945322, "alpha_c_p6m": -0.07213971977945322, "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": 0.256880735091652, "alpha_spy_stated": 0.2514757422769589, "alpha_c_stated": 0.2514757422769589, "price_path": [-0.4273, -0.4384, -0.4646, -0.4797, -0.4548, -0.4581, -0.46, -0.4128, -0.3755, -0.3309, -0.3814, -0.3866, -0.3853, -0.4207, -0.4463, -0.4626, -0.4679, -0.4902, -0.4443, -0.4397, -0.4463, -0.4056, -0.3978, -0.401, -0.517, -0.5052, -0.5043, -0.479, -0.4718, -0.4875, -0.5098, -0.5518, -0.5059, -0.5105, -0.5033, -0.5229, -0.4921, -0.5151, -0.5151, -0.5459, -0.5577, -0.5577, -0.5052, -0.5275, -0.5557, -0.557, -0.5452, -0.5413, -0.5157, -0.5085, -0.5125, -0.481, -0.3866, -0.3054, -0.3309, -0.2674, -0.2313, -0.2195, -0.2529, -0.2923, -0.1186, -0.1448, -0.0963, 0.0, -0.0937, -0.0197, -0.0236, -0.1422, 0.0413, 0.209, 0.405, 0.2831, 0.2009, 0.209, 0.0655, -0.0026, 0.0505, 0.2792, 0.228, 0.1861, 0.329, 0.3414, 0.3761, 0.3637, 0.2569, 0.3578, 0.2988, 0.3624, 0.4279, 0.3585, 0.2588, 0.0649, 0.1737, 0.1291, 0.1153, 0.1016, 0.0164, 0.0092, 0.0354, 0.099, 0.2444, 0.2444, 0.287, 0.2706, 0.308, 0.3008, 0.5295, 0.5701, 0.498, 0.5688, 0.5603, 0.69, 0.4541, 0.4102, 0.3965, 0.2169, 0.2654, 0.308, 0.3401, 0.289, 0.2995, 0.2995, 0.3244, 0.3087, 0.3014, 0.2962, 0.2962, 0.5079, 0.4581, 0.4305, 0.3473, 0.3879, 0.5203, 0.5256, 0.5609, 0.4843, 0.671, 0.7746, 0.7746, 0.6717, 0.7261, 0.787, 0.7654, 0.7772, 0.8637, 1.0308, 1.0688, 1.0164, 1.0242, 1.1121, 0.8997, 0.2418, 0.2739, 0.2713, 0.2444, 0.1481, 0.1429, 0.2097, 0.2097, 0.1651, 0.1422, 0.0852, 0.0845, 0.0531, 0.0806, 0.0701, 0.0616, 0.0183, -0.0092, -0.0223, 0.0354, 0.0328, -0.0315, 0.0288, 0.1062, 0.1212, 0.076, 0.0734, 0.0996, 0.0813, 0.0478, 0.0505, -0.0085, 0.0066, 0.0583, 0.0714, -0.0197, -0.0727, -0.1481, -0.0983]}
{"unit_id": "orig:1996663709783990409", "ticker_idx": 0, "ts": "2025-12-04T19:31:39+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies positioned in these areas, including $FLNC, $EOSE, $BE, and $TE, are likely to play structurally larger roles as flexible power solutions become more widely adopted.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC, EOSE, BE, TE as structural beneficiaries of flexible power enabling faster AI data-center grid interconnection.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $EOSE $TE $BE\n\nFLEXIBLE POWER ACCELERATES DATA-CENTER DEVELOPMENT\n\nA new study from Princeton, Camus, and Encoord provides one of the most detailed analyses to date of how large AI data centers can access grid power significantly faster than current interconnection rules allow. \n\nToday, most data center projects face five to seven year delays as utilities work through transmission bottlenecks and a generation queue that has become oversaturated. \n\nThe study (linked below) demonstrates that by shifting l to one that combines flexible grid service with bring your own capacity, data centers can reach full operational power in roughly two years, which is three to five years earlier than current processes typically permit.\n\nUnder a conventional model, each gigawatt of new data center demand requires roughly 2.17 gigawatts of new nameplate generation and drives substantial systemwide supply costs. Flexible interconnection reduces this requirement by 273 megawatts and approximately 78 million dollars per gigawatt. \n\nBYOC procurement then internalizes the remaining capacity cost, resulting in data centers covering roughly 96 to 100 percent of incremental system costs. This eliminates concerns that new AI loads would raise rates for residential or commercial customers. For utilities, higher utilization of existing transmission assets improves cost recovery and long term affordability by spreading fixed costs across more delivered energy.\n\nEach stakeholder benefits from this structure. Utilities gain a mechanism to serve load years sooner while maintaining reliability. Data center operators unlock materially better project economics by accelerating revenue timelines. Ratepayers avoid the cost shifting that often accompanies large infrastructure projects. For the energy technology ecosystem, the study reinforces that batteries, modular firm generation, and distributed flexibility will be central to enabling near term AI demand growth. Companies positioned in these areas, including $FLNC, $EOSE, $BE, and $TE, are likely to play structurally larger roles as flexible power solutions become more widely adopted.\n\nOverall, the research presents a credible and technically rigorous pathway for scaling AI data center development without waiting for a multi decade rebuild of the grid. It reframes flexibility not as a compromise but as a planning tool that aligns the interests of developers, utilities, and consumers while accelerating the deployment of critical digital infrastructure.\n\nBloomberg Article - https://t.co/oh70kV0eLw\n\nStudy - https://t.co/M764vod4ji", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14952869529999557, "ret_signed_m1d": -0.14952869529999557, "alpha_spy_m1d": -0.14879808968684027, "alpha_c_m1d": -0.14879808968684027, "bench_spy_m1d": -0.0007306056131552996, "bench_c_m1d": -0.0007306056131552996, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026563792966214805, "ret_signed_p1d": 0.026563792966214805, "alpha_spy_p1d": 0.024664398213392946, "alpha_c_p1d": 0.024664398213392946, "bench_spy_p1d": 0.001899394752821859, "bench_c_p1d": 0.001899394752821859, "ret_p1w": 0.10497004057079251, "ret_signed_p1w": 0.10497004057079251, "alpha_spy_p1w": 0.09798581059179168, "alpha_c_p1w": 0.09798581059179168, "bench_spy_p1w": 0.006984229979000833, "bench_c_p1w": 0.006984229979000833, "ret_p1m": -0.014138814119479148, "ret_signed_p1m": -0.014138814119479148, "alpha_spy_p1m": -0.015305714924638059, "alpha_c_p1m": -0.015305714924638059, "bench_spy_p1m": 0.0011669008051589103, "bench_c_p1m": 0.0011669008051589103, "ret_p3m": -0.36075407117597436, "ret_signed_p3m": -0.36075407117597436, "alpha_spy_p3m": -0.35775917264652835, "alpha_c_p3m": -0.35775917264652835, "bench_spy_p3m": -0.0029948985294460106, "bench_c_p3m": -0.0029948985294460106, "ret_p6m": -0.1910883017422249, "ret_signed_p6m": -0.1910883017422249, "alpha_spy_p6m": -0.30271665664948033, "alpha_c_p6m": -0.30271665664948033, "bench_spy_p6m": 0.11162835490725542, "bench_c_p6m": 0.11162835490725542, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014138814119479148, "alpha_spy_stated": -0.015305714924638059, "alpha_c_stated": -0.015305714924638059, "price_path": [-0.6911, -0.7095, -0.7104, -0.7027, -0.7001, -0.6834, -0.6787, -0.6812, -0.6607, -0.599, -0.5458, -0.5626, -0.521, -0.4974, -0.4897, -0.5116, -0.5373, -0.4237, -0.4409, -0.4092, -0.3462, -0.4075, -0.359, -0.3616, -0.4392, -0.3192, -0.2095, -0.0814, -0.1611, -0.2149, -0.2095, -0.3033, -0.3479, -0.3132, -0.1637, -0.1971, -0.2245, -0.1311, -0.123, -0.1003, -0.1084, -0.1782, -0.1123, -0.1508, -0.1093, -0.0664, -0.1118, -0.1769, -0.3038, -0.2326, -0.2618, -0.2708, -0.2798, -0.3355, -0.3402, -0.3231, -0.2815, -0.1864, -0.1864, -0.1585, -0.1692, -0.1448, -0.1495, 0.0, 0.0266, -0.0206, 0.0257, 0.0201, 0.105, -0.0493, -0.078, -0.087, -0.2044, -0.1727, -0.1448, -0.1238, -0.1572, -0.1504, -0.1504, -0.1341, -0.1444, -0.1491, -0.1525, -0.1525, -0.0141, -0.0467, -0.0647, -0.1191, -0.0925, -0.006, -0.0026, 0.0206, -0.0296, 0.0925, 0.1602, 0.1602, 0.093, 0.1285, 0.1684, 0.1542, 0.162, 0.2185, 0.3278, 0.3526, 0.3183, 0.3235, 0.3809, 0.2421, -0.1881, -0.1671, -0.1688, -0.1864, -0.2494, -0.2528, -0.2091, -0.2091, -0.2382, -0.2532, -0.2905, -0.2909, -0.3115, -0.2935, -0.3003, -0.3059, -0.3342, -0.3522, -0.3608, -0.3231, -0.3248, -0.3668, -0.3273, -0.2768, -0.2669, -0.2965, -0.2982, -0.2811, -0.2931, -0.3149, -0.3132, -0.3518, -0.3419, -0.3081, -0.2995, -0.359, -0.3937, -0.443, -0.4105, -0.4422, -0.4302, -0.4302, -0.4344, -0.4323, -0.4379, -0.419, -0.4096, -0.4152, -0.3659, -0.3483, -0.3582, -0.4201, -0.4589, -0.4529, -0.4216, -0.4207, -0.4267, -0.4276, -0.4709, -0.4931, -0.4781, -0.4777, -0.4717, -0.4563, -0.419, -0.1872, 0.0351, 0.081, -0.0883, -0.0531, -0.1028, -0.1101, -0.1628, -0.2326, -0.1885, -0.135, -0.0793, -0.0793, -0.0861, -0.0908, -0.0848, -0.1911]}
{"unit_id": "orig:1996663709783990409", "ticker_idx": 1, "ts": "2025-12-04T19:31:39+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies positioned in these areas, including $FLNC, $EOSE, $BE, and $TE, are likely to play structurally larger roles as flexible power solutions become more widely adopted.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC, EOSE, BE, TE as structural beneficiaries of flexible power enabling faster AI data-center grid interconnection.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $EOSE $TE $BE\n\nFLEXIBLE POWER ACCELERATES DATA-CENTER DEVELOPMENT\n\nA new study from Princeton, Camus, and Encoord provides one of the most detailed analyses to date of how large AI data centers can access grid power significantly faster than current interconnection rules allow. \n\nToday, most data center projects face five to seven year delays as utilities work through transmission bottlenecks and a generation queue that has become oversaturated. \n\nThe study (linked below) demonstrates that by shifting l to one that combines flexible grid service with bring your own capacity, data centers can reach full operational power in roughly two years, which is three to five years earlier than current processes typically permit.\n\nUnder a conventional model, each gigawatt of new data center demand requires roughly 2.17 gigawatts of new nameplate generation and drives substantial systemwide supply costs. Flexible interconnection reduces this requirement by 273 megawatts and approximately 78 million dollars per gigawatt. \n\nBYOC procurement then internalizes the remaining capacity cost, resulting in data centers covering roughly 96 to 100 percent of incremental system costs. This eliminates concerns that new AI loads would raise rates for residential or commercial customers. For utilities, higher utilization of existing transmission assets improves cost recovery and long term affordability by spreading fixed costs across more delivered energy.\n\nEach stakeholder benefits from this structure. Utilities gain a mechanism to serve load years sooner while maintaining reliability. Data center operators unlock materially better project economics by accelerating revenue timelines. Ratepayers avoid the cost shifting that often accompanies large infrastructure projects. For the energy technology ecosystem, the study reinforces that batteries, modular firm generation, and distributed flexibility will be central to enabling near term AI demand growth. Companies positioned in these areas, including $FLNC, $EOSE, $BE, and $TE, are likely to play structurally larger roles as flexible power solutions become more widely adopted.\n\nOverall, the research presents a credible and technically rigorous pathway for scaling AI data center development without waiting for a multi decade rebuild of the grid. It reframes flexibility not as a compromise but as a planning tool that aligns the interests of developers, utilities, and consumers while accelerating the deployment of critical digital infrastructure.\n\nBloomberg Article - https://t.co/oh70kV0eLw\n\nStudy - https://t.co/M764vod4ji", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13085310724095112, "ret_signed_m1d": -0.13085310724095112, "alpha_spy_m1d": -0.13012250162779582, "alpha_c_m1d": -0.1256922057737061, "bench_spy_m1d": -0.0007306056131552996, "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": -0.03848623320058975, "ret_signed_p1d": -0.03848623320058975, "alpha_spy_p1d": -0.04038562795341161, "alpha_c_p1d": -0.03571220522001395, "bench_spy_p1d": 0.001899394752821859, "bench_c_p1d": -0.0027740279805757995, "ret_p1w": 0.05452215350547185, "ret_signed_p1w": 0.05452215350547185, "alpha_spy_p1w": 0.047537923526471015, "alpha_c_p1w": 0.03697488992515163, "bench_spy_p1w": 0.006984229979000833, "bench_c_p1w": 0.017547263580320216, "ret_p1m": -0.16805643745450316, "ret_signed_p1m": -0.16805643745450316, "alpha_spy_p1m": -0.16922333825966207, "alpha_c_p1m": -0.19070711020866693, "bench_spy_p1m": 0.0011669008051589103, "bench_c_p1m": 0.02265067275416377, "ret_p3m": -0.6112892954799876, "ret_signed_p3m": -0.6112892954799876, "alpha_spy_p3m": -0.6082943969505415, "alpha_c_p3m": -0.7469637600147394, "bench_spy_p3m": -0.0029948985294460106, "bench_c_p3m": 0.13567446453475185, "ret_p6m": -0.45926874774427584, "ret_signed_p6m": -0.45926874774427584, "alpha_spy_p6m": -0.5708971026515313, "alpha_c_p6m": -0.5831389224006998, "bench_spy_p6m": 0.11162835490725542, "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": -0.16805643745450316, "alpha_spy_stated": -0.16922333825966207, "alpha_c_stated": -0.19070711020866693, "price_path": [-0.5593, -0.5523, -0.5593, -0.5369, -0.474, -0.4689, -0.4682, -0.4548, -0.4227, -0.374, -0.3432, -0.3483, -0.3169, -0.3271, -0.3509, -0.2835, -0.2694, -0.2065, -0.2072, -0.1918, -0.111, -0.1238, -0.0494, -0.0609, -0.1135, 0.0936, 0.0892, 0.1725, -0.009, -0.0353, -0.0372, 0.0455, -0.034, -0.0789, 0.0301, -0.0135, -0.0372, -0.0783, -0.0815, 0.0282, 0.0019, -0.0956, -0.0468, -0.0192, 0.1713, 0.2309, 0.1879, 0.1078, -0.0247, -0.1148, -0.1661, -0.1353, -0.1802, -0.1738, -0.2072, -0.1584, -0.1405, -0.0885, -0.0885, -0.0346, -0.1273, -0.1802, -0.1309, 0.0, -0.0385, -0.0103, -0.0411, -0.0513, 0.0545, -0.0481, -0.1257, -0.1469, -0.213, -0.2104, -0.1616, -0.1732, -0.2328, -0.229, -0.229, -0.2399, -0.272, -0.272, -0.2649, -0.2649, -0.1681, -0.1366, -0.0924, -0.1033, -0.1007, -0.0199, 0.0346, 0.0789, 0.1097, 0.0827, 0.1193, 0.1193, 0.111, 0.1244, 0.1687, 0.0975, 0.0385, -0.0372, 0.0699, 0.0334, -0.0609, -0.0943, -0.076, -0.2046, -0.2765, -0.2104, -0.1507, -0.2162, -0.2572, -0.3079, -0.288, -0.288, -0.2656, -0.2585, -0.2656, -0.3137, -0.3342, -0.2636, -0.2861, -0.5677, -0.6347, -0.6216, -0.6113, -0.567, -0.569, -0.6068, -0.6042, -0.5888, -0.5863, -0.6074, -0.6337, -0.6434, -0.6382, -0.6613, -0.6459, -0.6671, -0.6575, -0.6735, -0.6729, -0.6908, -0.6883, -0.7181, -0.6818, -0.6799, -0.6812, -0.6812, -0.6895, -0.7126, -0.7056, -0.6183, -0.6395, -0.6049, -0.5946, -0.5459, -0.5439, -0.5407, -0.5407, -0.5491, -0.5292, -0.5555, -0.508, -0.5407, -0.5632, -0.5933, -0.5702, -0.5863, -0.5908, -0.6004, -0.5805, -0.592, -0.4862, -0.4503, -0.4804, -0.4689, -0.4759, -0.4955, -0.5234, -0.5587, -0.5439, -0.4759, -0.483, -0.483, -0.44, -0.4477, -0.4233, -0.4593]}
{"unit_id": "orig:1996663709783990409", "ticker_idx": 2, "ts": "2025-12-04T19:31:39+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies positioned in these areas, including $FLNC, $EOSE, $BE, and $TE, are likely to play structurally larger roles as flexible power solutions become more widely adopted.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC, EOSE, BE, TE as structural beneficiaries of flexible power enabling faster AI data-center grid interconnection.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $EOSE $TE $BE\n\nFLEXIBLE POWER ACCELERATES DATA-CENTER DEVELOPMENT\n\nA new study from Princeton, Camus, and Encoord provides one of the most detailed analyses to date of how large AI data centers can access grid power significantly faster than current interconnection rules allow. \n\nToday, most data center projects face five to seven year delays as utilities work through transmission bottlenecks and a generation queue that has become oversaturated. \n\nThe study (linked below) demonstrates that by shifting l to one that combines flexible grid service with bring your own capacity, data centers can reach full operational power in roughly two years, which is three to five years earlier than current processes typically permit.\n\nUnder a conventional model, each gigawatt of new data center demand requires roughly 2.17 gigawatts of new nameplate generation and drives substantial systemwide supply costs. Flexible interconnection reduces this requirement by 273 megawatts and approximately 78 million dollars per gigawatt. \n\nBYOC procurement then internalizes the remaining capacity cost, resulting in data centers covering roughly 96 to 100 percent of incremental system costs. This eliminates concerns that new AI loads would raise rates for residential or commercial customers. For utilities, higher utilization of existing transmission assets improves cost recovery and long term affordability by spreading fixed costs across more delivered energy.\n\nEach stakeholder benefits from this structure. Utilities gain a mechanism to serve load years sooner while maintaining reliability. Data center operators unlock materially better project economics by accelerating revenue timelines. Ratepayers avoid the cost shifting that often accompanies large infrastructure projects. For the energy technology ecosystem, the study reinforces that batteries, modular firm generation, and distributed flexibility will be central to enabling near term AI demand growth. Companies positioned in these areas, including $FLNC, $EOSE, $BE, and $TE, are likely to play structurally larger roles as flexible power solutions become more widely adopted.\n\nOverall, the research presents a credible and technically rigorous pathway for scaling AI data center development without waiting for a multi decade rebuild of the grid. It reframes flexibility not as a compromise but as a planning tool that aligns the interests of developers, utilities, and consumers while accelerating the deployment of critical digital infrastructure.\n\nBloomberg Article - https://t.co/oh70kV0eLw\n\nStudy - https://t.co/M764vod4ji", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1320179254920375, "ret_signed_m1d": -0.1320179254920375, "alpha_spy_m1d": -0.1312873198788822, "alpha_c_m1d": -0.1268570240247925, "bench_spy_m1d": -0.0007306056131552996, "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": 0.009230281997522738, "ret_signed_p1d": 0.009230281997522738, "alpha_spy_p1d": 0.007330887244700879, "alpha_c_p1d": 0.012004309978098537, "bench_spy_p1d": 0.001899394752821859, "bench_c_p1d": -0.0027740279805757995, "ret_p1w": -0.07705985905938462, "ret_signed_p1w": -0.07705985905938462, "alpha_spy_p1w": -0.08404408903838545, "alpha_c_p1w": -0.09460712263970483, "bench_spy_p1w": 0.006984229979000833, "bench_c_p1w": 0.017547263580320216, "ret_p1m": -0.16428143363621772, "ret_signed_p1m": -0.16428143363621772, "alpha_spy_p1m": -0.16544833444137663, "alpha_c_p1m": -0.1869321063903815, "bench_spy_p1m": 0.0011669008051589103, "bench_c_p1m": 0.02265067275416377, "ret_p3m": 0.29579142194758967, "ret_signed_p3m": 0.29579142194758967, "alpha_spy_p3m": 0.2987863204770357, "alpha_c_p3m": 0.16011695741283782, "bench_spy_p3m": -0.0029948985294460106, "bench_c_p3m": 0.13567446453475185, "ret_p6m": 1.4134135730221398, "ret_signed_p6m": 1.4134135730221398, "alpha_spy_p6m": 1.3017852181148843, "alpha_c_p6m": 1.2895433983657159, "bench_spy_p6m": 0.11162835490725542, "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": -0.16428143363621772, "alpha_spy_stated": -0.16544833444137663, "alpha_c_stated": -0.1869321063903815, "price_path": [-0.5475, -0.5343, -0.4668, -0.4302, -0.4304, -0.4325, -0.3794, -0.3253, -0.3143, -0.2808, -0.2695, -0.3447, -0.4142, -0.4183, -0.4045, -0.3767, -0.2839, -0.2363, -0.2548, -0.2354, -0.2635, -0.2712, -0.2584, -0.2662, -0.2644, -0.0693, -0.0341, -0.0128, -0.0254, -0.0558, -0.0765, -0.1161, -0.2009, -0.1412, -0.0653, -0.081, -0.0407, 0.1323, 0.0826, 0.1191, 0.2056, 0.0928, 0.1975, 0.1589, 0.145, 0.179, 0.076, 0.0731, -0.1231, -0.0525, -0.093, -0.1111, -0.0776, -0.2092, -0.238, -0.1908, -0.2015, -0.1435, -0.1435, -0.0749, -0.1622, -0.1108, -0.132, 0.0, 0.0092, -0.0533, -0.0732, -0.1423, -0.0771, -0.1957, -0.2414, -0.2581, -0.3482, -0.3208, -0.2479, -0.2187, -0.2258, -0.2219, -0.2219, -0.2363, -0.2513, -0.2611, -0.2642, -0.2642, -0.1643, -0.1204, -0.1274, -0.0854, 0.0318, 0.1353, 0.159, 0.1836, 0.1302, 0.1785, 0.266, 0.266, 0.285, 0.275, 0.2332, 0.2269, 0.1823, 0.2898, 0.4005, 0.3253, 0.2818, 0.3221, 0.4302, 0.2478, 0.1567, 0.2112, 0.314, 0.2592, 0.3171, 0.1773, 0.1833, 0.1833, 0.2306, 0.3318, 0.3464, 0.2495, 0.3573, 0.4074, 0.48, 0.4275, 0.3182, 0.4057, 0.2958, 0.3954, 0.3548, 0.1448, 0.2814, 0.3041, 0.3482, 0.3309, 0.3084, 0.3014, 0.3553, 0.3259, 0.4116, 0.2712, 0.1968, 0.2353, 0.2721, 0.1307, 0.1283, 0.012, 0.1473, 0.1216, 0.1485, 0.1485, 0.1432, 0.1509, 0.243, 0.356, 0.4116, 0.4961, 0.8548, 0.8108, 0.7788, 0.7602, 0.8483, 0.8707, 0.9456, 1.0118, 0.9576, 0.9873, 0.9169, 1.4386, 1.3995, 1.4602, 1.4442, 1.5002, 1.4174, 1.1902, 1.2104, 1.4043, 1.3769, 1.4537, 1.5693, 1.3368, 1.1908, 1.2131, 1.3906, 1.6072, 1.5615, 1.5615, 1.5608, 1.4879, 1.4558, 1.4134]}
{"unit_id": "orig:1996663709783990409", "ticker_idx": 3, "ts": "2025-12-04T19:31:39+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies positioned in these areas, including $FLNC, $EOSE, $BE, and $TE, are likely to play structurally larger roles as flexible power solutions become more widely adopted.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC, EOSE, BE, TE as structural beneficiaries of flexible power enabling faster AI data-center grid interconnection.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $EOSE $TE $BE\n\nFLEXIBLE POWER ACCELERATES DATA-CENTER DEVELOPMENT\n\nA new study from Princeton, Camus, and Encoord provides one of the most detailed analyses to date of how large AI data centers can access grid power significantly faster than current interconnection rules allow. \n\nToday, most data center projects face five to seven year delays as utilities work through transmission bottlenecks and a generation queue that has become oversaturated. \n\nThe study (linked below) demonstrates that by shifting l to one that combines flexible grid service with bring your own capacity, data centers can reach full operational power in roughly two years, which is three to five years earlier than current processes typically permit.\n\nUnder a conventional model, each gigawatt of new data center demand requires roughly 2.17 gigawatts of new nameplate generation and drives substantial systemwide supply costs. Flexible interconnection reduces this requirement by 273 megawatts and approximately 78 million dollars per gigawatt. \n\nBYOC procurement then internalizes the remaining capacity cost, resulting in data centers covering roughly 96 to 100 percent of incremental system costs. This eliminates concerns that new AI loads would raise rates for residential or commercial customers. For utilities, higher utilization of existing transmission assets improves cost recovery and long term affordability by spreading fixed costs across more delivered energy.\n\nEach stakeholder benefits from this structure. Utilities gain a mechanism to serve load years sooner while maintaining reliability. Data center operators unlock materially better project economics by accelerating revenue timelines. Ratepayers avoid the cost shifting that often accompanies large infrastructure projects. For the energy technology ecosystem, the study reinforces that batteries, modular firm generation, and distributed flexibility will be central to enabling near term AI demand growth. Companies positioned in these areas, including $FLNC, $EOSE, $BE, and $TE, are likely to play structurally larger roles as flexible power solutions become more widely adopted.\n\nOverall, the research presents a credible and technically rigorous pathway for scaling AI data center development without waiting for a multi decade rebuild of the grid. It reframes flexibility not as a compromise but as a planning tool that aligns the interests of developers, utilities, and consumers while accelerating the deployment of critical digital infrastructure.\n\nBloomberg Article - https://t.co/oh70kV0eLw\n\nStudy - https://t.co/M764vod4ji", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1154599094270704, "ret_signed_m1d": -0.1154599094270704, "alpha_spy_m1d": -0.1147293038139151, "alpha_c_m1d": -0.11029900795982539, "bench_spy_m1d": -0.0007306056131552996, "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": 0.14090015095488262, "ret_signed_p1d": 0.14090015095488262, "alpha_spy_p1d": 0.13900075620206076, "alpha_c_p1d": 0.14367417893545842, "bench_spy_p1d": 0.001899394752821859, "bench_c_p1d": -0.0027740279805757995, "ret_p1w": 0.14872793193490352, "ret_signed_p1w": 0.14872793193490352, "alpha_spy_p1w": 0.1417437019559027, "alpha_c_p1w": 0.1311806683545833, "bench_spy_p1w": 0.006984229979000833, "bench_c_p1w": 0.017547263580320216, "ret_p1m": 0.534246565116218, "ret_signed_p1m": 0.534246565116218, "alpha_spy_p1m": 0.5330796643110591, "alpha_c_p1m": 0.5115958923620543, "bench_spy_p1m": 0.0011669008051589103, "bench_c_p1m": 0.02265067275416377, "ret_p3m": 0.2739726142442547, "ret_signed_p3m": 0.2739726142442547, "alpha_spy_p3m": 0.2769675127737007, "alpha_c_p3m": 0.13829814970950283, "bench_spy_p3m": -0.0029948985294460106, "bench_c_p3m": 0.13567446453475185, "ret_p6m": 1.0665362316446858, "ret_signed_p6m": 1.0665362316446858, "alpha_spy_p6m": 0.9549078767374304, "alpha_c_p6m": 0.9426660569882619, "bench_spy_p6m": 0.11162835490725542, "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": 0.534246565116218, "alpha_spy_stated": 0.5330796643110591, "alpha_c_stated": 0.5115958923620543, "price_path": [-0.6125, -0.6204, -0.6341, -0.6321, -0.636, -0.6517, -0.6575, -0.6536, -0.636, -0.6184, -0.6027, -0.6399, -0.5695, -0.5558, -0.5695, -0.544, -0.5734, -0.5323, -0.5382, -0.5049, -0.4521, -0.4403, -0.4266, -0.2505, -0.2877, -0.3151, -0.2153, 0.0254, -0.0822, -0.1546, -0.0685, -0.1233, -0.1957, -0.274, -0.3209, -0.2505, -0.2759, -0.2955, -0.2877, -0.272, -0.3307, -0.2798, -0.1996, -0.2798, -0.2544, -0.1194, -0.137, -0.2466, -0.317, -0.3425, -0.3777, -0.4012, -0.4344, -0.4677, -0.4677, -0.3855, -0.3562, -0.2485, -0.2485, -0.1937, -0.1252, -0.0724, -0.1155, 0.0, 0.1409, 0.1781, 0.317, 0.2035, 0.1487, 0.047, -0.0098, 0.0646, 0.0607, 0.1781, 0.2583, 0.4286, 0.3914, 0.3796, 0.3796, 0.3307, 0.2564, 0.272, 0.3072, 0.3072, 0.5342, 0.6047, 0.4971, 0.4247, 0.3327, 0.3581, 0.411, 0.5382, 0.5382, 0.4501, 0.5988, 0.5988, 0.6204, 0.5303, 0.638, 0.6634, 0.593, 0.7847, 0.8571, 0.7378, 0.6301, 0.6947, 0.7789, 0.5127, 0.4227, 0.6184, 0.4951, 0.4697, 0.3405, 0.2153, 0.1977, 0.1977, 0.2603, 0.2642, 0.2348, 0.2153, 0.2309, 0.3875, 0.4129, 0.4266, 0.2055, 0.3386, 0.274, 0.3894, 0.3327, 0.3151, 0.4012, 0.5616, 0.593, 0.5147, 0.4912, 0.5108, 0.5245, 0.4344, 0.5088, 0.2916, 0.3386, 0.2935, 0.3072, 0.229, 0.1272, 0.0998, -0.1409, -0.1233, -0.18, -0.18, -0.2074, -0.2309, -0.184, -0.182, -0.0822, 0.0, -0.0489, 0.045, -0.0235, -0.0157, -0.0254, -0.0039, 0.0548, 0.0548, 0.0352, 0.0391, -0.0411, -0.0431, -0.0607, 0.0078, -0.002, 0.045, 0.0313, 0.0078, 0.2055, 0.182, 0.1448, 0.0978, 0.1213, 0.1096, 0.3699, 0.3464, 0.7025, 0.7065, 0.5812, 0.5812, 1.045, 1.1448, 1.1174, 1.0665]}
{"unit_id": "orig:1989150545916096884", "ticker_idx": 0, "ts": "2025-11-14T01:57:01+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026", "tweet_type": "analysis", "timeline": "quarters", "summary": "Nvidia GB300-driven AI server supercycle breaks seasonality; Quanta, Wistron, and Foxconn all guiding to accelerating revenue through 2026 with expanding margins.", "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": "Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026\n\nWith demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025 and a 2026 first half that shows little sign of the traditional slowdown.\n\nQuanta Computer says shipments of its next-generation AI servers will begin ramping sharply from the fourth quarter of 2025 and gain momentum through the first quarter of 2026. Wistron, another major supplier, similarly expects its first-quarter 2026 performance to match what is typically the year's high point: the fourth quarter.\n\nIn past years, without the tailwind from AI servers, downstream electronics makers would see customers pull back orders after November, with weakness often lasting into the second quarter. But with AI infrastructure demand running hot, those seasonal patterns appear to be fading.\n\nSupply-chain executives say much of the strength stems from Nvidia's GB300 server cabinets, which will not reach meaningful production levels until late 2025. As cloud customers transition rapidly to higher-end systems, expanded chip output is expected to lift demand throughout the ecosystem. The first quarter of 2026, they say, could become the strongest slow season in history.\n\nQuanta expects volume shipments of new AI server platforms to surge in early 2026, followed by another refresh cycle in the second half of the year. Those newer systems carry higher average selling prices, the company noted, suggesting even stronger revenue momentum later in 2026. Taken together, Quanta anticipates a rare scenario: a first half that is not soft, and an even stronger second half.\n\nWistron expects its revenue in the first quarter of 2026 to remain on par with the fourth quarter of 2025, with sequential growth anticipated across the remainder of the year. According to President and CEO Jeff Lin, the company recorded triple-digit growth in its AI server business in both 2024 and 2025. Lin noted that “no one would believe” forecasts of another year of triple-digit expansion in 2026, given the elevated base. Still, he added that double-digit growth remains well within reach.\n\nHon Hai Technology Group (Foxconn) is similarly upbeat. Chairman Young Liu said AI's importance will rise sharply in 2026, with deeper collaborations expected with major North American cloud providers and a broader range of solution offerings. He identified AI servers and AI cabinets as Foxconn's most critical growth engines for the year.\n\nNorth America's five largest cloud service providers are projected to spend close to $600 billion on capital expenditures in 2026 — much of it earmarked for AI data-center expansion. Foxconn, citing that figure, believes the market for AI server cabinets could at least double.\n\nThe company expects its AI cabinet shipments to jump threefold in the third quarter of 2025 and continue growing at a high double-digit pace in the fourth quarter, as earlier testing and yield bottlenecks are resolved. Growth should extend into the first quarter of 2026, although the year-over-year slope will flatten due to the high base effect.\n\nTo meet soaring demand, Foxconn is investing in sovereign AI projects across the United States, Taiwan, and Japan, while continuing to develop platforms spanning GPU and ASIC architectures. The company expects its market share — roughly 40 percent today — to rise further in 2026.\n\nFoxconn also plans to extend its value chain downstream, moving from server components and full-system assembly into turnkey data-center system integration (SI/EPC). It is also pushing modular data-center (MDC) deployments, which it says carry higher-than-average margins. Benefits from those initiatives should begin to appear in 2026.\n\nhttps://t.co/StNOSWHHMi\n\nhttps://t.co/StNOSWHHMi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017405572026140015, "ret_signed_m1d": -0.017405572026140015, "alpha_spy_m1d": -0.017569148447835192, "alpha_c_m1d": -0.016941743054532332, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -0.00046382897160768266, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018772717127981342, "ret_signed_p1d": -0.018772717127981342, "alpha_spy_p1d": -0.009456096554573579, "alpha_c_p1d": -0.005206584895461663, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.013566132232519679, "ret_p1w": -0.05936793661112871, "ret_signed_p1w": -0.05936793661112871, "alpha_spy_p1w": -0.04016941345160163, "alpha_c_p1w": -0.004727073518320357, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.054640863092808356, "ret_p1m": -0.07293574908095102, "ret_signed_p1m": -0.07293574908095102, "alpha_spy_p1m": -0.08603221227662239, "alpha_c_p1m": -0.09589355280152145, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": 0.022957803720570436, "ret_p3m": -0.00057539479458113, "ret_signed_p3m": -0.00057539479458113, "alpha_spy_p3m": -0.03342796975855944, "alpha_c_p3m": -0.20664705535021743, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": 0.2060716605556363, "ret_p6m": 0.1540415900692096, "ret_signed_p6m": 0.1540415900692096, "alpha_spy_p6m": 0.04751340711566776, "alpha_c_p6m": -0.5217170236438713, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.6757586137130809, "ret_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": -0.00057539479458113, "alpha_spy_stated": -0.03342796975855944, "alpha_c_stated": -0.20664705535021743, "price_path": [-0.0765, -0.0777, -0.0799, -0.0641, -0.0545, -0.0442, -0.0451, -0.0526, -0.0841, -0.0841, -0.102, -0.1029, -0.0974, -0.1218, -0.115, -0.1021, -0.0676, -0.0684, -0.0649, -0.0653, -0.0804, -0.1045, -0.0733, -0.071, -0.0345, -0.0617, -0.0694, -0.0656, -0.063, -0.0438, -0.0189, -0.0154, -0.0067, -0.0134, -0.0243, -0.027, -0.0056, 0.0126, -0.0369, -0.0097, -0.0533, -0.0544, -0.044, -0.0365, -0.0396, -0.0474, -0.052, -0.0421, -0.0206, 0.0069, 0.0571, 0.0887, 0.0669, 0.0648, 0.0879, 0.0448, 0.0265, -0.011, -0.0106, 0.0467, 0.0157, 0.0191, -0.0174, 0.0, -0.0188, -0.0463, -0.0192, -0.0501, -0.0594, -0.0401, -0.0649, -0.0521, -0.0521, -0.0693, -0.0539, -0.0458, -0.0556, -0.0357, -0.0408, -0.0242, -0.0273, -0.0335, -0.0485, -0.0796, -0.0729, -0.0654, -0.1011, -0.0842, -0.0482, -0.034, -0.005, -0.0081, -0.0081, 0.0019, -0.0102, -0.0138, -0.0192, -0.0192, -0.0069, -0.0107, -0.0154, -0.0055, -0.0269, -0.0279, -0.0274, -0.0229, -0.0369, -0.0164, -0.0207, -0.0207, -0.0636, -0.036, -0.028, -0.0131, -0.0194, -0.0086, 0.0072, 0.0124, 0.0051, -0.0239, -0.0516, -0.084, -0.0961, -0.025, -0.0006, -0.0085, -0.0006, -0.0169, -0.0386, -0.0386, -0.0273, -0.0115, -0.0119, -0.0018, 0.0073, 0.0141, 0.0284, -0.0277, -0.0682, -0.0404, -0.0532, -0.0374, -0.0359, -0.0649, -0.0395, -0.0283, -0.0217, -0.0369, -0.0521, -0.0364, -0.0432, -0.0513, -0.0609, -0.0918, -0.0763, -0.0786, -0.0603, -0.0994, -0.119, -0.1314, -0.0828, -0.0757, -0.0671, -0.0671, -0.0658, -0.0634, -0.0424, -0.0328, -0.008, -0.0044, 0.0335, 0.0459, 0.0431, 0.0606, 0.0626, 0.0512, 0.065, 0.0499, 0.0953, 0.1392, 0.1211, 0.1005, 0.0495, 0.0437, 0.0438, 0.0334, 0.093, 0.1123, 0.1317, 0.154]}
{"unit_id": "orig:1989150545916096884", "ticker_idx": 1, "ts": "2025-11-14T01:57:01+00:00", "symbol": "Quanta Computer", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Quanta expects volume shipments of new AI server platforms to surge in early 2026, followed by another refresh cycle in the second half of the year. Those newer systems carry higher average selling prices", "tweet_type": "analysis", "timeline": "quarters", "summary": "Nvidia GB300-driven AI server supercycle breaks seasonality; Quanta, Wistron, and Foxconn all guiding to accelerating revenue through 2026 with expanding margins.", "resolved_tickers": ["2382.TW"], "resolution_method": "exchange_ticker", "resolution_reason": "Quanta Computer listed on TWSE as 2382.TW", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026\n\nWith demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025 and a 2026 first half that shows little sign of the traditional slowdown.\n\nQuanta Computer says shipments of its next-generation AI servers will begin ramping sharply from the fourth quarter of 2025 and gain momentum through the first quarter of 2026. Wistron, another major supplier, similarly expects its first-quarter 2026 performance to match what is typically the year's high point: the fourth quarter.\n\nIn past years, without the tailwind from AI servers, downstream electronics makers would see customers pull back orders after November, with weakness often lasting into the second quarter. But with AI infrastructure demand running hot, those seasonal patterns appear to be fading.\n\nSupply-chain executives say much of the strength stems from Nvidia's GB300 server cabinets, which will not reach meaningful production levels until late 2025. As cloud customers transition rapidly to higher-end systems, expanded chip output is expected to lift demand throughout the ecosystem. The first quarter of 2026, they say, could become the strongest slow season in history.\n\nQuanta expects volume shipments of new AI server platforms to surge in early 2026, followed by another refresh cycle in the second half of the year. Those newer systems carry higher average selling prices, the company noted, suggesting even stronger revenue momentum later in 2026. Taken together, Quanta anticipates a rare scenario: a first half that is not soft, and an even stronger second half.\n\nWistron expects its revenue in the first quarter of 2026 to remain on par with the fourth quarter of 2025, with sequential growth anticipated across the remainder of the year. According to President and CEO Jeff Lin, the company recorded triple-digit growth in its AI server business in both 2024 and 2025. Lin noted that “no one would believe” forecasts of another year of triple-digit expansion in 2026, given the elevated base. Still, he added that double-digit growth remains well within reach.\n\nHon Hai Technology Group (Foxconn) is similarly upbeat. Chairman Young Liu said AI's importance will rise sharply in 2026, with deeper collaborations expected with major North American cloud providers and a broader range of solution offerings. He identified AI servers and AI cabinets as Foxconn's most critical growth engines for the year.\n\nNorth America's five largest cloud service providers are projected to spend close to $600 billion on capital expenditures in 2026 — much of it earmarked for AI data-center expansion. Foxconn, citing that figure, believes the market for AI server cabinets could at least double.\n\nThe company expects its AI cabinet shipments to jump threefold in the third quarter of 2025 and continue growing at a high double-digit pace in the fourth quarter, as earlier testing and yield bottlenecks are resolved. Growth should extend into the first quarter of 2026, although the year-over-year slope will flatten due to the high base effect.\n\nTo meet soaring demand, Foxconn is investing in sovereign AI projects across the United States, Taiwan, and Japan, while continuing to develop platforms spanning GPU and ASIC architectures. The company expects its market share — roughly 40 percent today — to rise further in 2026.\n\nFoxconn also plans to extend its value chain downstream, moving from server components and full-system assembly into turnkey data-center system integration (SI/EPC). It is also pushing modular data-center (MDC) deployments, which it says carry higher-than-average margins. Benefits from those initiatives should begin to appear in 2026.\n\nhttps://t.co/StNOSWHHMi\n\nhttps://t.co/StNOSWHHMi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019677996422182487, "ret_signed_m1d": 0.019677996422182487, "alpha_spy_m1d": 0.01951442000048731, "alpha_c_m1d": 0.025091889085117614, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -0.005413892662935127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012522361359570633, "ret_signed_p1d": -0.012522361359570633, "alpha_spy_p1d": -0.0032057407861628695, "alpha_c_p1d": 0.0031293036593695867, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.01565166501894022, "ret_p1w": -0.03398926654740608, "ret_signed_p1w": -0.03398926654740608, "alpha_spy_p1w": -0.014790743387879002, "alpha_c_p1w": 0.01789338413663255, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.051882650684038634, "ret_p1m": 0.019677996422182487, "ret_signed_p1m": 0.019677996422182487, "alpha_spy_p1m": 0.006581533226511116, "alpha_c_p1m": 0.03199798611263882, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": -0.012319989690456334, "ret_p3m": 0.023255813953488413, "ret_signed_p3m": 0.023255813953488413, "alpha_spy_p3m": -0.009596761010489896, "alpha_c_p3m": 0.029420274566374638, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": -0.0061644606128862245, "ret_p6m": 0.22898032200357776, "ret_signed_p6m": 0.22898032200357776, "alpha_spy_p6m": 0.12245213905003594, "alpha_c_p6m": -0.009064445828604661, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.23804476783218242, "ret_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": 0.023255813953488413, "alpha_spy_stated": -0.009596761010489896, "alpha_c_stated": 0.029420274566374638, "price_path": [-0.0411, -0.0716, -0.0733, -0.0751, -0.0411, -0.0519, -0.0376, -0.0483, -0.0608, -0.0841, -0.093, -0.093, -0.0805, -0.0751, -0.0698, -0.0608, -0.0233, -0.034, -0.0197, -0.0125, -0.0215, -0.0233, 0.0, 0.0054, 0.0054, 0.025, 0.0143, 0.0197, 0.0197, 0.0197, 0.0376, 0.025, 0.0519, 0.0733, 0.0733, 0.1038, 0.0948, 0.0662, 0.0662, 0.0537, 0.0161, 0.0233, 0.0429, 0.0322, 0.0608, 0.0411, 0.0358, 0.0501, 0.0501, 0.1073, 0.0877, 0.102, 0.0948, 0.0751, 0.0644, 0.0286, 0.0358, 0.0483, 0.0268, 0.0429, 0.0429, 0.0304, 0.0197, 0.0, -0.0125, -0.034, -0.0447, -0.0197, -0.034, -0.0268, -0.0161, 0.0, 0.0072, 0.0089, 0.0268, 0.0322, 0.0465, 0.0537, 0.0644, 0.0644, 0.059, 0.0465, 0.0304, 0.025, 0.0197, -0.0233, -0.0519, -0.0698, -0.0519, -0.0447, -0.0537, -0.0555, -0.0555, -0.059, -0.059, -0.059, -0.0268, -0.0268, -0.0089, -0.0054, 0.0089, 0.0089, -0.0233, 0.0125, 0.0036, -0.0018, 0.0233, 0.0125, 0.0358, 0.0089, -0.0072, -0.0161, 0.0125, 0.0018, 0.0268, 0.0286, 0.0268, 0.0125, 0.0018, -0.0233, -0.0107, -0.0054, -0.0233, 0.0, 0.0161, 0.0197, 0.0233, 0.0233, 0.0233, 0.0233, 0.0233, 0.0233, 0.0233, 0.0233, 0.0143, 0.0161, 0.0644, 0.0429, 0.0429, 0.0769, 0.0537, 0.0054, 0.0358, 0.034, 0.0089, 0.0107, 0.034, 0.0322, 0.034, 0.034, 0.034, 0.0483, 0.025, 0.0143, 0.0018, 0.0072, 0.0197, 0.0268, 0.034, 0.0054, -0.0036, 0.0394, 0.0179, 0.0179, 0.0179, 0.034, 0.1002, 0.1199, 0.1503, 0.1413, 0.1556, 0.1038, 0.1395, 0.1556, 0.1771, 0.2165, 0.1986, 0.1521, 0.1556, 0.1646, 0.1485, 0.1521, 0.1181, 0.1181, 0.1377, 0.1485, 0.2397, 0.2308, 0.2182, 0.229]}
{"unit_id": "orig:1989150545916096884", "ticker_idx": 2, "ts": "2025-11-14T01:57:01+00:00", "symbol": "Wistron", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wistron expects its revenue in the first quarter of 2026 to remain on par with the fourth quarter of 2025, with sequential growth anticipated across the remainder of the year", "tweet_type": "analysis", "timeline": "quarters", "summary": "Nvidia GB300-driven AI server supercycle breaks seasonality; Quanta, Wistron, and Foxconn all guiding to accelerating revenue through 2026 with expanding margins.", "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": "original", "lang": "en", "tweet_text": "Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026\n\nWith demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025 and a 2026 first half that shows little sign of the traditional slowdown.\n\nQuanta Computer says shipments of its next-generation AI servers will begin ramping sharply from the fourth quarter of 2025 and gain momentum through the first quarter of 2026. Wistron, another major supplier, similarly expects its first-quarter 2026 performance to match what is typically the year's high point: the fourth quarter.\n\nIn past years, without the tailwind from AI servers, downstream electronics makers would see customers pull back orders after November, with weakness often lasting into the second quarter. But with AI infrastructure demand running hot, those seasonal patterns appear to be fading.\n\nSupply-chain executives say much of the strength stems from Nvidia's GB300 server cabinets, which will not reach meaningful production levels until late 2025. As cloud customers transition rapidly to higher-end systems, expanded chip output is expected to lift demand throughout the ecosystem. The first quarter of 2026, they say, could become the strongest slow season in history.\n\nQuanta expects volume shipments of new AI server platforms to surge in early 2026, followed by another refresh cycle in the second half of the year. Those newer systems carry higher average selling prices, the company noted, suggesting even stronger revenue momentum later in 2026. Taken together, Quanta anticipates a rare scenario: a first half that is not soft, and an even stronger second half.\n\nWistron expects its revenue in the first quarter of 2026 to remain on par with the fourth quarter of 2025, with sequential growth anticipated across the remainder of the year. According to President and CEO Jeff Lin, the company recorded triple-digit growth in its AI server business in both 2024 and 2025. Lin noted that “no one would believe” forecasts of another year of triple-digit expansion in 2026, given the elevated base. Still, he added that double-digit growth remains well within reach.\n\nHon Hai Technology Group (Foxconn) is similarly upbeat. Chairman Young Liu said AI's importance will rise sharply in 2026, with deeper collaborations expected with major North American cloud providers and a broader range of solution offerings. He identified AI servers and AI cabinets as Foxconn's most critical growth engines for the year.\n\nNorth America's five largest cloud service providers are projected to spend close to $600 billion on capital expenditures in 2026 — much of it earmarked for AI data-center expansion. Foxconn, citing that figure, believes the market for AI server cabinets could at least double.\n\nThe company expects its AI cabinet shipments to jump threefold in the third quarter of 2025 and continue growing at a high double-digit pace in the fourth quarter, as earlier testing and yield bottlenecks are resolved. Growth should extend into the first quarter of 2026, although the year-over-year slope will flatten due to the high base effect.\n\nTo meet soaring demand, Foxconn is investing in sovereign AI projects across the United States, Taiwan, and Japan, while continuing to develop platforms spanning GPU and ASIC architectures. The company expects its market share — roughly 40 percent today — to rise further in 2026.\n\nFoxconn also plans to extend its value chain downstream, moving from server components and full-system assembly into turnkey data-center system integration (SI/EPC). It is also pushing modular data-center (MDC) deployments, which it says carry higher-than-average margins. Benefits from those initiatives should begin to appear in 2026.\n\nhttps://t.co/StNOSWHHMi\n\nhttps://t.co/StNOSWHHMi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02491103202846978, "ret_signed_m1d": 0.02491103202846978, "alpha_spy_m1d": 0.024747455606774604, "alpha_c_m1d": 0.03032492469140491, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -0.005413892662935127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017793594306049876, "ret_signed_p1d": -0.017793594306049876, "alpha_spy_p1d": -0.008476973732642112, "alpha_c_p1d": -0.0021419292871096562, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.01565166501894022, "ret_p1w": -0.010676156583629859, "ret_signed_p1w": -0.010676156583629859, "alpha_spy_p1w": 0.008522366575897222, "alpha_c_p1w": 0.041206494100408775, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.051882650684038634, "ret_p1m": 0.007117437722419906, "ret_signed_p1m": 0.007117437722419906, "alpha_spy_p1m": -0.005979025473251465, "alpha_c_p1m": 0.01943742741287624, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": -0.012319989690456334, "ret_p3m": -0.06405693950177938, "ret_signed_p3m": -0.06405693950177938, "alpha_spy_p3m": -0.09690951446575768, "alpha_c_p3m": -0.05789247888889315, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": -0.0061644606128862245, "ret_p6m": -0.010676156583629859, "ret_signed_p6m": -0.010676156583629859, "alpha_spy_p6m": -0.11720433953717169, "alpha_c_p6m": -0.24872092441581228, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.23804476783218242, "ret_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": -0.06405693950177938, "alpha_spy_stated": -0.09690951446575768, "alpha_c_stated": -0.05789247888889315, "price_path": [-0.1779, -0.1922, -0.2064, -0.2028, -0.1922, -0.1957, -0.1815, -0.1815, -0.1957, -0.2206, -0.2171, -0.2171, -0.1957, -0.1779, -0.1851, -0.1744, -0.1459, -0.153, -0.1459, -0.1495, -0.1601, -0.153, -0.1459, -0.1388, -0.1352, -0.1281, -0.1352, -0.1068, -0.089, -0.089, 0.0, 0.0391, 0.0641, 0.0925, 0.0925, 0.1103, 0.0712, 0.0747, 0.0747, 0.0356, -0.0178, -0.0178, -0.0071, -0.0285, 0.0107, 0.0142, 0.0214, 0.0178, 0.0178, 0.0427, 0.0534, 0.0854, 0.1032, 0.0712, 0.0214, -0.0107, -0.0214, 0.0107, -0.0214, -0.0142, 0.0285, -0.0107, 0.0249, 0.0, -0.0178, -0.0249, -0.0249, 0.0178, -0.0107, -0.0107, -0.0071, 0.0142, 0.0356, 0.0285, 0.0036, 0.0178, 0.032, 0.0391, 0.0747, 0.0605, 0.0641, 0.0498, 0.0249, 0.0214, 0.0071, -0.0107, -0.0178, -0.0071, 0.0249, 0.0427, 0.032, 0.0356, 0.0356, 0.0427, 0.0391, 0.0463, 0.0712, 0.0712, 0.1032, 0.1032, 0.0996, 0.1281, 0.0747, 0.0605, 0.0391, 0.0214, 0.0391, 0.0214, 0.032, -0.0142, -0.032, -0.0498, -0.0356, -0.0285, -0.0285, -0.0427, -0.0427, -0.0569, -0.0712, -0.089, -0.0854, -0.0819, -0.0925, -0.0819, -0.0676, -0.0783, -0.0641, -0.0641, -0.0641, -0.0641, -0.0641, -0.0641, -0.0641, -0.0641, -0.0783, -0.0676, -0.0178, -0.032, -0.032, -0.0391, -0.0641, -0.1103, -0.0854, -0.0712, -0.0925, -0.0819, -0.0534, -0.0569, -0.0463, -0.0391, -0.0463, -0.0712, -0.0925, -0.0747, -0.1068, -0.0819, -0.089, -0.0961, -0.0961, -0.1068, -0.1281, -0.0961, -0.1103, -0.1103, -0.1103, -0.121, -0.0676, -0.0569, -0.0391, -0.0427, -0.0285, -0.0534, -0.0463, -0.0285, 0.0, 0.0285, 0.0249, -0.0071, 0.0071, 0.0142, 0.0, 0.0, -0.0249, -0.0249, 0.0, 0.0107, 0.0427, 0.0391, 0.0427, -0.0107]}
{"unit_id": "orig:1989150545916096884", "ticker_idx": 3, "ts": "2025-11-14T01:57:01+00:00", "symbol": "Hon Hai Precision", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Foxconn, citing that figure, believes the market for AI server cabinets could at least double. The company expects its AI cabinet shipments to jump threefold in the third quarter of 2025", "tweet_type": "analysis", "timeline": "quarters", "summary": "Nvidia GB300-driven AI server supercycle breaks seasonality; Quanta, Wistron, and Foxconn all guiding to accelerating revenue through 2026 with expanding margins.", "resolved_tickers": ["2317.TW"], "resolution_method": "exchange_ticker", "resolution_reason": "Hon Hai Precision (Foxconn) listed on TWSE as 2317.TW", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026\n\nWith demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025 and a 2026 first half that shows little sign of the traditional slowdown.\n\nQuanta Computer says shipments of its next-generation AI servers will begin ramping sharply from the fourth quarter of 2025 and gain momentum through the first quarter of 2026. Wistron, another major supplier, similarly expects its first-quarter 2026 performance to match what is typically the year's high point: the fourth quarter.\n\nIn past years, without the tailwind from AI servers, downstream electronics makers would see customers pull back orders after November, with weakness often lasting into the second quarter. But with AI infrastructure demand running hot, those seasonal patterns appear to be fading.\n\nSupply-chain executives say much of the strength stems from Nvidia's GB300 server cabinets, which will not reach meaningful production levels until late 2025. As cloud customers transition rapidly to higher-end systems, expanded chip output is expected to lift demand throughout the ecosystem. The first quarter of 2026, they say, could become the strongest slow season in history.\n\nQuanta expects volume shipments of new AI server platforms to surge in early 2026, followed by another refresh cycle in the second half of the year. Those newer systems carry higher average selling prices, the company noted, suggesting even stronger revenue momentum later in 2026. Taken together, Quanta anticipates a rare scenario: a first half that is not soft, and an even stronger second half.\n\nWistron expects its revenue in the first quarter of 2026 to remain on par with the fourth quarter of 2025, with sequential growth anticipated across the remainder of the year. According to President and CEO Jeff Lin, the company recorded triple-digit growth in its AI server business in both 2024 and 2025. Lin noted that “no one would believe” forecasts of another year of triple-digit expansion in 2026, given the elevated base. Still, he added that double-digit growth remains well within reach.\n\nHon Hai Technology Group (Foxconn) is similarly upbeat. Chairman Young Liu said AI's importance will rise sharply in 2026, with deeper collaborations expected with major North American cloud providers and a broader range of solution offerings. He identified AI servers and AI cabinets as Foxconn's most critical growth engines for the year.\n\nNorth America's five largest cloud service providers are projected to spend close to $600 billion on capital expenditures in 2026 — much of it earmarked for AI data-center expansion. Foxconn, citing that figure, believes the market for AI server cabinets could at least double.\n\nThe company expects its AI cabinet shipments to jump threefold in the third quarter of 2025 and continue growing at a high double-digit pace in the fourth quarter, as earlier testing and yield bottlenecks are resolved. Growth should extend into the first quarter of 2026, although the year-over-year slope will flatten due to the high base effect.\n\nTo meet soaring demand, Foxconn is investing in sovereign AI projects across the United States, Taiwan, and Japan, while continuing to develop platforms spanning GPU and ASIC architectures. The company expects its market share — roughly 40 percent today — to rise further in 2026.\n\nFoxconn also plans to extend its value chain downstream, moving from server components and full-system assembly into turnkey data-center system integration (SI/EPC). It is also pushing modular data-center (MDC) deployments, which it says carry higher-than-average margins. Benefits from those initiatives should begin to appear in 2026.\n\nhttps://t.co/StNOSWHHMi\n\nhttps://t.co/StNOSWHHMi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.045643153526971014, "ret_signed_m1d": 0.045643153526971014, "alpha_spy_m1d": 0.04547957710527584, "alpha_c_m1d": 0.05105704618990614, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -0.005413892662935127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020746887966805017, "ret_signed_p1d": -0.020746887966805017, "alpha_spy_p1d": -0.011430267393397253, "alpha_c_p1d": -0.005095222947864797, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.01565166501894022, "ret_p1w": -0.06639004149377592, "ret_signed_p1w": -0.06639004149377592, "alpha_spy_p1w": -0.04719151833424884, "alpha_c_p1w": -0.014507390809737286, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.051882650684038634, "ret_p1m": -0.08091286307053946, "ret_signed_p1m": -0.08091286307053946, "alpha_spy_p1m": -0.09400932626621084, "alpha_c_p1m": -0.06859287338008313, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": -0.012319989690456334, "ret_p3m": -0.05809128630705396, "ret_signed_p3m": -0.05809128630705396, "alpha_spy_p3m": -0.09094386127103227, "alpha_c_p3m": -0.05192682569416773, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": -0.0061644606128862245, "ret_p6m": 0.045643153526971014, "ret_signed_p6m": 0.045643153526971014, "alpha_spy_p6m": -0.060885029426570814, "alpha_c_p6m": -0.1924016143052114, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.23804476783218242, "ret_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": -0.05809128630705396, "alpha_spy_stated": -0.09094386127103227, "alpha_c_stated": -0.05192682569416773, "price_path": [-0.1369, -0.168, -0.1452, -0.1598, -0.139, -0.1328, -0.1369, -0.1452, -0.1556, -0.1763, -0.1763, -0.168, -0.1577, -0.1494, -0.1556, -0.139, -0.1286, -0.11, -0.0975, -0.1037, -0.1058, -0.1203, -0.1079, -0.112, -0.1037, -0.083, -0.0747, -0.0456, -0.0892, -0.0892, -0.1037, -0.0913, -0.0643, -0.0602, -0.0602, -0.0519, -0.0664, -0.0809, -0.0809, -0.1162, -0.1452, -0.1432, -0.0747, -0.0602, -0.0104, -0.0083, 0.0062, -0.0083, -0.0083, 0.0228, 0.0373, 0.0788, 0.0871, 0.0685, 0.0436, 0.0124, 0.0249, 0.029, 0.0124, 0.0353, 0.0228, 0.0415, 0.0456, 0.0, -0.0207, -0.0456, -0.0498, -0.0187, -0.0664, -0.0871, -0.0913, -0.0581, -0.0415, -0.0643, -0.0788, -0.0788, -0.0581, -0.0519, -0.0415, -0.0373, -0.0249, -0.0311, -0.0622, -0.0581, -0.0809, -0.0954, -0.1017, -0.1037, -0.0809, -0.0705, -0.0705, -0.0705, -0.0705, -0.0643, -0.0415, -0.0539, -0.0436, -0.0436, -0.0373, -0.027, -0.0207, -0.0104, -0.0477, -0.0436, -0.0519, -0.0602, -0.027, -0.0311, -0.027, -0.0477, -0.0726, -0.0913, -0.0726, -0.0809, -0.0705, -0.0643, -0.0643, -0.0705, -0.0851, -0.11, -0.1017, -0.0913, -0.1058, -0.1079, -0.0934, -0.083, -0.0581, -0.0581, -0.0581, -0.0581, -0.0581, -0.0581, -0.0581, -0.0581, -0.0519, -0.0373, 0.0228, 0.0083, 0.0083, -0.0083, -0.0498, -0.0996, -0.0705, -0.0747, -0.1266, -0.1307, -0.0913, -0.11, -0.11, -0.1017, -0.1203, -0.1286, -0.1494, -0.1577, -0.1867, -0.1909, -0.1701, -0.168, -0.1722, -0.195, -0.222, -0.1826, -0.1992, -0.1992, -0.1992, -0.2033, -0.1639, -0.1701, -0.168, -0.1701, -0.139, -0.139, -0.1411, -0.1452, -0.139, -0.1245, -0.083, -0.0664, -0.0809, -0.0539, -0.0643, -0.0664, -0.0892, -0.0892, -0.056, -0.0062, 0.0456, 0.0519, 0.0373, 0.0456]}
{"unit_id": "reply:1985504901217362011", "ticker_idx": 0, "ts": "2025-11-04T00:30:32+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That's why I'm long $FLNC", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long FLNC as a play on surging global power demand and renewables growth.", "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": "@KobeissiLetter I agree. That’s why I’m long $FLNC", "reply_text": null, "parent_text": "The world needs more power:\n\nGlobal power demand is set to surge +30% by 2035.\n\nData centers’ contribution to total demand is estimated to increase from 1.5% to 3.5%.\n\nMeanwhile, renewables will supply 55% of total electricity over the next decade, up from 34% this year, with https://t.co/BNYBzhpM8Z", "quoted_text": null, "parent_author": "KobeissiLetter", "ret_m1d": 0.08498431359913705, "ret_signed_m1d": 0.08498431359913705, "alpha_spy_m1d": 0.0729885741737204, "alpha_c_m1d": 0.0729885741737204, "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": 0.08029191781415856, "ret_signed_p1d": 0.08029191781415856, "alpha_spy_p1d": 0.07682644147384532, "alpha_c_p1d": 0.07682644147384532, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": 0.08081330617300742, "ret_signed_p1w": 0.08081330617300742, "alpha_spy_p1w": 0.0693212018795224, "alpha_c_p1w": 0.0693212018795224, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": 0.03493222448558275, "ret_signed_p1m": 0.03493222448558275, "alpha_spy_p1m": 0.022121974170902003, "alpha_c_p1m": 0.022121974170902003, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": 0.6042752850978992, "ret_signed_p3m": 0.6042752850978992, "alpha_spy_p3m": 0.5764708161973686, "alpha_c_p3m": 0.5764708161973686, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.38321169262371213, "ret_signed_p6m": -0.38321169262371213, "alpha_spy_p6m": -0.44302998478658995, "alpha_c_p6m": -0.44302998478658995, "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": 0.03493222448558275, "alpha_spy_stated": 0.022121974170902003, "alpha_c_stated": 0.022121974170902003, "price_path": [-0.5271, -0.5209, -0.5235, -0.6157, -0.6064, -0.6056, -0.5855, -0.5798, -0.5923, -0.61, -0.6434, -0.6069, -0.6105, -0.6048, -0.6204, -0.5959, -0.6142, -0.6142, -0.6387, -0.6481, -0.6481, -0.6064, -0.6241, -0.6465, -0.6475, -0.6382, -0.635, -0.6147, -0.609, -0.6121, -0.5871, -0.512, -0.4473, -0.4677, -0.4171, -0.3884, -0.379, -0.4056, -0.4369, -0.2987, -0.3196, -0.281, -0.2044, -0.2789, -0.22, -0.2231, -0.3175, -0.1715, -0.0381, 0.1178, 0.0209, -0.0446, -0.0381, -0.1522, -0.2065, -0.1642, 0.0177, -0.0229, -0.0563, 0.0574, 0.0673, 0.0949, 0.085, 0.0, 0.0803, 0.0334, 0.0839, 0.1361, 0.0808, 0.0016, -0.1528, -0.0662, -0.1017, -0.1126, -0.1236, -0.1913, -0.1971, -0.1762, -0.1257, -0.0099, -0.0099, 0.024, 0.0109, 0.0407, 0.0349, 0.2169, 0.2492, 0.1919, 0.2482, 0.2414, 0.3446, 0.1569, 0.122, 0.1111, -0.0318, 0.0068, 0.0407, 0.0662, 0.0255, 0.0339, 0.0339, 0.0537, 0.0412, 0.0355, 0.0313, 0.0313, 0.1997, 0.1601, 0.1382, 0.0719, 0.1043, 0.2096, 0.2138, 0.2419, 0.1809, 0.3295, 0.4119, 0.4119, 0.33, 0.3733, 0.4218, 0.4046, 0.414, 0.4828, 0.6157, 0.646, 0.6043, 0.6105, 0.6804, 0.5115, -0.012, 0.0136, 0.0115, -0.0099, -0.0865, -0.0907, -0.0375, -0.0375, -0.073, -0.0912, -0.1366, -0.1371, -0.1621, -0.1403, -0.1486, -0.1554, -0.1898, -0.2117, -0.2221, -0.1762, -0.1783, -0.2294, -0.1814, -0.1199, -0.1079, -0.1439, -0.146, -0.1251, -0.1397, -0.1663, -0.1642, -0.2112, -0.1992, -0.158, -0.1475, -0.22, -0.2623, -0.3222, -0.2826, -0.3212, -0.3066, -0.3066, -0.3118, -0.3092, -0.316, -0.293, -0.2815, -0.2883, -0.2284, -0.207, -0.219, -0.2943, -0.3415, -0.3342, -0.2961, -0.2951, -0.3024, -0.3034, -0.3561, -0.3832]}
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{"unit_id": "orig:1975979738620625060", "ticker_idx": 1, "ts": "2025-10-08T17:40:56+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Get on board this train is moving fast and is express to the promise land. $EOSE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on battery storage names FLNC and EOSE; urges getting on board as the rally accelerates.", "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": "Another day with battery storage leading the gains. Get on board this train is moving fast and is express to the promise land. $FLNC $EOSE https://t.co/jNegTCtQvy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07827259590411673, "ret_signed_m1d": -0.07827259590411673, "alpha_spy_m1d": -0.07234488788508475, "alpha_c_m1d": -0.06966032260842592, "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": -0.012145705479624791, "ret_signed_p1d": -0.012145705479624791, "alpha_spy_p1d": -0.00924873075469157, "alpha_c_p1d": 0.002636761365180651, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.014782466844805442, "ret_p1w": 0.23346835783199582, "ret_signed_p1w": 0.23346835783199582, "alpha_spy_p1w": 0.2452643459343402, "alpha_c_p1w": 0.2526854658045463, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.019217107972550496, "ret_p1m": 0.031713918806149044, "ret_signed_p1m": 0.031713918806149044, "alpha_spy_p1m": 0.03587369145132391, "alpha_c_p1m": 0.05099532848149768, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.019281409675348637, "ret_p3m": -0.09176785996508596, "ret_signed_p3m": -0.09176785996508596, "alpha_spy_p3m": -0.11649216691421382, "alpha_c_p3m": -0.12266631204503331, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.030898452079947347, "ret_p6m": -0.6646423824200625, "ret_signed_p6m": -0.6646423824200625, "alpha_spy_p6m": -0.6445183462611807, "alpha_c_p6m": -0.7237893639447983, "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": 0.031713918806149044, "alpha_spy_stated": 0.03587369145132391, "alpha_c_stated": 0.05099532848149768, "price_path": [-0.6876, -0.6377, -0.6511, -0.6579, -0.6424, -0.6039, -0.5951, -0.5931, -0.5789, -0.5709, -0.5702, -0.583, -0.5982, -0.6005, -0.6154, -0.6282, -0.581, -0.5607, -0.5641, -0.5574, -0.5702, -0.5715, -0.5877, -0.5722, -0.5729, -0.6046, -0.5729, -0.5918, -0.5958, -0.5938, -0.5735, -0.5769, -0.5331, -0.5196, -0.5189, -0.5344, -0.5344, -0.4933, -0.4858, -0.5047, -0.5135, -0.5364, -0.529, -0.5364, -0.5128, -0.4467, -0.4413, -0.4406, -0.4265, -0.3927, -0.3414, -0.309, -0.3144, -0.2814, -0.2922, -0.3171, -0.2463, -0.2314, -0.1653, -0.166, -0.1498, -0.0648, -0.0783, 0.0, -0.0121, -0.0675, 0.1505, 0.1457, 0.2335, 0.0425, 0.0148, 0.0128, 0.0999, 0.0162, -0.031, 0.0837, 0.0378, 0.0128, -0.0304, -0.0337, 0.0816, 0.054, -0.0486, 0.0027, 0.0317, 0.2321, 0.2949, 0.2497, 0.1653, 0.026, -0.0688, -0.1228, -0.0904, -0.1377, -0.1309, -0.166, -0.1147, -0.0958, -0.0412, -0.0412, 0.0155, -0.082, -0.1377, -0.0857, 0.052, 0.0115, 0.0412, 0.0088, -0.002, 0.1093, 0.0013, -0.0803, -0.1026, -0.1721, -0.1694, -0.1181, -0.1302, -0.193, -0.1889, -0.1889, -0.2004, -0.2341, -0.2341, -0.2267, -0.2267, -0.1248, -0.0918, -0.0452, -0.0567, -0.054, 0.031, 0.0884, 0.135, 0.1673, 0.139, 0.1775, 0.1775, 0.1687, 0.1829, 0.2294, 0.1545, 0.0924, 0.0128, 0.1255, 0.087, -0.0121, -0.0472, -0.028, -0.1633, -0.2389, -0.1694, -0.1066, -0.1754, -0.2186, -0.2719, -0.251, -0.251, -0.2274, -0.22, -0.2274, -0.278, -0.2996, -0.2254, -0.249, -0.5452, -0.6157, -0.6019, -0.5911, -0.5445, -0.5466, -0.5864, -0.5837, -0.5675, -0.5648, -0.587, -0.6147, -0.6248, -0.6194, -0.6437, -0.6275, -0.6498, -0.6397, -0.6565, -0.6559, -0.6748, -0.6721, -0.7034, -0.6653, -0.6633, -0.6646]}
{"unit_id": "reply:1974176795584000278", "ticker_idx": 0, "ts": "2025-10-03T18:16:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been saying $1000 and it will get there", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS with $1000 target, calling $200 conservative.", "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": "@Zeff_Pena That’s because it is. I’ve been saying $1000 and it will get there", "reply_text": null, "parent_text": "@RJCcapital $200 $NBIS almost feels conservative now", "quoted_text": null, "parent_author": "Zeff_Pena", "ret_m1d": -0.01648695542276879, "ret_signed_m1d": -0.01648695542276879, "alpha_spy_m1d": -0.01650176104835477, "alpha_c_m1d": -0.017002481392868973, "bench_spy_m1d": 1.4805625585978532e-05, "bench_c_m1d": 0.0005155259701001835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023753718048036276, "ret_signed_p1d": -0.023753718048036276, "alpha_spy_p1d": -0.027339990014503934, "alpha_c_p1d": -0.024784769988236866, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.001031051940200589, "ret_p1w": 0.012501941179503984, "ret_signed_p1w": 0.012501941179503984, "alpha_spy_p1w": 0.03669470122859242, "alpha_c_p1w": 0.0433465200872557, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.03084457890775172, "ret_p1m": -0.05868105906580756, "ret_signed_p1m": -0.05868105906580756, "alpha_spy_p1m": -0.0797955364387195, "alpha_c_p1m": -0.03462397418856411, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": -0.02405708487724345, "ret_p3m": -0.3459524954253739, "ret_signed_p3m": -0.3459524954253739, "alpha_spy_p3m": -0.3679560460167022, "alpha_c_p3m": -0.36065398115084735, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.014701485725473473, "ret_p6m": -0.2791061125469795, "ret_signed_p6m": -0.2791061125469795, "alpha_spy_p6m": -0.22883549605820253, "alpha_c_p6m": -0.21264969545908607, "bench_spy_p6m": -0.050270616488776954, "bench_c_p6m": -0.0664564170878934, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05868105906580756, "alpha_spy_stated": -0.0797955364387195, "alpha_c_stated": -0.03462397418856411, "price_path": [-0.632, -0.6402, -0.6372, -0.6539, -0.5941, -0.5817, -0.5835, -0.5805, -0.5875, -0.5908, -0.6014, -0.5946, -0.5924, -0.5986, -0.5878, -0.6062, -0.5992, -0.5747, -0.5937, -0.5767, -0.5689, -0.5695, -0.4897, -0.4626, -0.4512, -0.4114, -0.4481, -0.4651, -0.4404, -0.4332, -0.475, -0.4728, -0.4829, -0.461, -0.4529, -0.4493, -0.4523, -0.4371, -0.4662, -0.4662, -0.4865, -0.487, -0.4928, -0.4884, -0.4995, -0.2521, -0.2703, -0.3031, -0.2936, -0.2893, -0.3012, -0.2649, -0.2646, -0.224, -0.1671, -0.1577, -0.1153, -0.1566, -0.1585, -0.1388, -0.1228, -0.0967, -0.0165, 0.0, -0.0238, -0.0803, -0.0467, 0.0364, 0.0125, 0.0584, 0.0013, -0.0168, -0.0386, -0.1136, -0.1483, -0.1852, -0.2294, -0.1705, -0.0838, -0.0199, -0.0481, -0.0225, -0.0297, 0.0222, -0.0587, -0.1363, -0.0858, -0.1449, -0.1305, -0.1409, -0.2013, -0.2627, -0.3075, -0.3472, -0.3282, -0.2925, -0.2571, -0.3386, -0.3494, -0.2819, -0.3055, -0.2601, -0.2601, -0.2587, -0.2175, -0.2464, -0.2271, -0.1967, -0.2339, -0.216, -0.2467, -0.2687, -0.2633, -0.3148, -0.366, -0.3675, -0.4105, -0.3898, -0.301, -0.2715, -0.2965, -0.2879, -0.2879, -0.3156, -0.3277, -0.3345, -0.346, -0.346, -0.2972, -0.2747, -0.2168, -0.2482, -0.2397, -0.2348, -0.1614, -0.1762, -0.2032, -0.1883, -0.1504, -0.1504, -0.2242, -0.2275, -0.2432, -0.2616, -0.2854, -0.2353, -0.2153, -0.2584, -0.3343, -0.3111, -0.2972, -0.3562, -0.4228, -0.3272, -0.2743, -0.2828, -0.3076, -0.2989, -0.2342, -0.2342, -0.238, -0.2046, -0.1592, -0.2349, -0.2139, -0.1985, -0.1708, -0.1805, -0.2875, -0.2889, -0.3218, -0.236, -0.2526, -0.302, -0.2582, -0.2465, -0.1249, -0.1558, -0.1174, 0.0146, -0.091, -0.0736, -0.0505, -0.081, -0.1081, -0.1021, -0.1007, -0.172, -0.2122, -0.2791]}
{"unit_id": "thread:1993370960972726451", "ticker_idx": 0, "ts": "2025-11-25T17:27:26+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fluence highlighted a sharp acceleration in data-center activity this quarter, noting that it is now in discussions on more than 30 GWh of data-center projects ... Management expects roughly half of the current 30 GWh pipeline to convert into 2026 order intake", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish FLNC: 30 GWh data-center pipeline accelerating, TAM expanding well beyond $8B, SmartStack platform well-positioned for hyperscale/AI demand with 2026-27 order conversion expected.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$FLNC EYES MAJOR NEW DATA-CENTER CONTRACTS\n\nFluence highlighted a sharp acceleration in data-center activity this quarter, noting that it is now in discussions on more than 30 GWh of data-center projects, with 80 percent of those engagements emerging since quarter-end. Management also indicated that the data-center TAM has expanded well beyond prior estimates, suggesting upside far above the $8 billion figure referenced earlier this year.\n\nA key element is that $FLNC can now address multiple data-center needs with one technology stack. The company emphasized that SmartStack enables interconnection flexibility, backup-power substitution for diesel, and power-quality support. The combination of density, cybersecurity, and modularity positions the platform to meet emerging requirements of hyperscale and AI-driven load profiles.\n\n$FLNC also carries a direct proof point in this segment. In 2022, the company delivered $GOOGL first zero-emission backup-power system, a 2.75 MW installation in Belgium, which Google described as a proof-of-concept for broader deployment. This prior execution remains highly relevant given the industry’s accelerating shift toward battery-based backup and interconnection solutions.\n\nManagement expects roughly half of the current 30 GWh pipeline to convert into 2026 order intake, with the remainder likely in 2027, underscoring the early-stage but expanding nature of the opportunity. While no revenue is embedded in 2026 guidance, Fluence reiterated confidence in its competitive position given SmartStack’s density, safety, and cost profile.\n\n---\n\ncc: @sam_badawi @victor_privin @hiteshkar @LiebermanAustin", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05784139776691222, "ret_signed_m1d": -0.05784139776691222, "alpha_spy_m1d": -0.04852320710120328, "alpha_c_m1d": -0.04852320710120328, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.009318190665708936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13237920409994652, "ret_signed_p1d": 0.13237920409994652, "alpha_spy_p1d": 0.12547562168194126, "alpha_c_p1d": 0.12547562168194126, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.006903582418005261, "ret_p1w": 0.190220544998982, "ret_signed_p1w": 0.190220544998982, "alpha_spy_p1w": 0.18057624318726462, "alpha_c_p1w": 0.18057624318726462, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.009644301811717382, "ret_p1m": 0.18246865726981865, "ret_signed_p1m": 0.18246865726981865, "alpha_spy_p1m": 0.15669156321825195, "alpha_c_p1m": 0.15669156321825195, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.025777094051566696, "ret_p3m": -0.013118736714242352, "ret_signed_p3m": -0.013118736714242352, "alpha_spy_p3m": -0.03748435389622451, "alpha_c_p3m": -0.03748435389622451, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.024365617181982158, "ret_p6m": 0.12939773506621122, "ret_signed_p6m": 0.12939773506621122, "alpha_spy_p6m": 0.025029404697842317, "alpha_c_p6m": 0.025029404697842317, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.1043683303683689, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5379, -0.5587, -0.5587, -0.5868, -0.5975, -0.5975, -0.5498, -0.5701, -0.5957, -0.5969, -0.5862, -0.5826, -0.5593, -0.5528, -0.5564, -0.5277, -0.4419, -0.3679, -0.3912, -0.3333, -0.3005, -0.2898, -0.3202, -0.356, -0.198, -0.2218, -0.1777, -0.09, -0.1753, -0.1079, -0.1115, -0.2194, -0.0525, 0.1002, 0.2785, 0.1676, 0.0927, 0.1002, -0.0304, -0.0924, -0.0441, 0.164, 0.1175, 0.0793, 0.2093, 0.2206, 0.2522, 0.2409, 0.1437, 0.2355, 0.1819, 0.2397, 0.2993, 0.2361, 0.1455, -0.031, 0.068, 0.0274, 0.0149, 0.0024, -0.0751, -0.0817, -0.0578, 0.0, 0.1324, 0.1324, 0.1711, 0.1562, 0.1902, 0.1837, 0.3918, 0.4287, 0.3631, 0.4275, 0.4198, 0.5379, 0.3232, 0.2832, 0.2707, 0.1073, 0.1515, 0.1902, 0.2194, 0.1729, 0.1825, 0.1825, 0.2051, 0.1908, 0.1843, 0.1795, 0.1795, 0.3721, 0.3268, 0.3017, 0.226, 0.263, 0.3834, 0.3882, 0.4204, 0.3506, 0.5206, 0.6148, 0.6148, 0.5212, 0.5707, 0.6261, 0.6064, 0.6172, 0.6959, 0.8479, 0.8825, 0.8348, 0.842, 0.9219, 0.7287, 0.13, 0.1592, 0.1568, 0.1324, 0.0447, 0.04, 0.1008, 0.1008, 0.0602, 0.0394, -0.0125, -0.0131, -0.0417, -0.0167, -0.0262, -0.034, -0.0733, -0.0984, -0.1103, -0.0578, -0.0602, -0.1187, -0.0638, 0.0066, 0.0203, -0.0209, -0.0233, 0.0006, -0.0161, -0.0465, -0.0441, -0.0978, -0.0841, -0.037, -0.025, -0.1079, -0.1562, -0.2248, -0.1795, -0.2236, -0.2069, -0.2069, -0.2129, -0.2099, -0.2177, -0.1914, -0.1783, -0.186, -0.1175, -0.093, -0.1067, -0.1929, -0.2469, -0.2385, -0.195, -0.1938, -0.2021, -0.2033, -0.2636, -0.2946, -0.2737, -0.2731, -0.2648, -0.2433, -0.1914, 0.1312, 0.4407, 0.5045, 0.2689, 0.3178, 0.2487, 0.2385, 0.1652, 0.068, 0.1294]}
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{"unit_id": "quote:1986100687806292129", "ticker_idx": 3, "ts": "2025-11-05T15:57:58+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "that is why i invest in: $FLNC $TE $NBIS $SNDK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author holds FLNC, TE, NBIS, and SNDK as AI boom plays.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "finally big man is saying something moderately coherent. Yes AI is big. no shit sherlock. that is why i invest in:\n\n$FLNC\n$TE\n$NBIS\n$SNDK", "reply_text": null, "parent_text": null, "quoted_text": "When the CEO of one of the largest alternative asset managers in the world talks, you should listen.\n\n$BN CEO Bruce Flatt recently said the AI Boom is unlike anything he has ever seen before but he also said that a lot of the PR releases we see won’t end up being delivered https://t.co/9duB6ljs6T", "parent_author": null, "ret_m1d": -0.10129326871030597, "ret_signed_m1d": -0.10129326871030597, "alpha_spy_m1d": -0.09783976042125941, "alpha_c_m1d": -0.09739611615985921, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.0038971525504467586, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.040692829369948, "ret_signed_p1d": -0.040692829369948, "alpha_spy_p1d": -0.029963375650764568, "alpha_c_p1d": -0.02059728969141139, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.02009553967853661, "ret_p1w": 0.3076212753049221, "ret_signed_p1w": 0.3076212753049221, "alpha_spy_p1w": 0.2990615264962435, "alpha_c_p1w": 0.3115861231654232, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": -0.003964847860501108, "ret_p1m": -0.01473442236215361, "ret_signed_p1m": -0.01473442236215361, "alpha_spy_p1m": -0.024784872610662867, "alpha_c_p1m": -0.0011114680038475377, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": -0.013622954358306072, "ret_p3m": 2.072702033415127, "ret_signed_p3m": 2.072702033415127, "alpha_spy_p3m": 2.043355296332882, "alpha_c_p3m": 2.08669565074413, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": -0.013993617329002617, "ret_p6m": 4.064711361504042, "ret_signed_p6m": 4.064711361504042, "alpha_spy_p6m": 3.998044773551885, "alpha_c_p6m": 3.9806994051832985, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": 0.08401195632074332, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01473442236215361, "alpha_spy_stated": -0.024784872610662867, "alpha_c_stated": -0.0011114680038475377, "price_path": [-0.7952, -0.7997, -0.7837, -0.7829, -0.7844, -0.7943, -0.7897, -0.7941, -0.7949, -0.7898, -0.7858, -0.7839, -0.7813, -0.7763, -0.765, -0.7576, -0.7576, -0.7641, -0.7552, -0.7113, -0.6834, -0.6744, -0.6743, -0.6586, -0.6106, -0.6022, -0.5839, -0.5771, -0.566, -0.5433, -0.5279, -0.5246, -0.5085, -0.5389, -0.5645, -0.5514, -0.4758, -0.4818, -0.4406, -0.4266, -0.4069, -0.4403, -0.4413, -0.3909, -0.401, -0.46, -0.3782, -0.4121, -0.3335, -0.3336, -0.3526, -0.3162, -0.3104, -0.3212, -0.2284, -0.1401, -0.1848, -0.1892, -0.0561, -0.0955, -0.0793, -0.0438, -0.1013, 0.0, -0.0407, 0.1061, 0.2376, 0.2544, 0.3076, 0.125, 0.1739, 0.2281, 0.1313, 0.1361, -0.0949, -0.075, 0.0483, 0.0185, -0.0067, -0.0067, 0.0313, -0.0292, -0.0515, -0.1022, -0.0147, 0.0553, 0.0414, 0.0137, 0.0756, 0.116, -0.0477, -0.0676, -0.0332, -0.0447, 0.0137, 0.0975, 0.1134, 0.1312, 0.1551, 0.1551, 0.155, 0.1282, 0.1096, 0.0964, 0.0964, 0.2713, 0.266, 0.6149, 0.6331, 0.5452, 0.7432, 0.798, 0.8005, 0.7913, 0.8903, 0.9105, 0.9105, 1.0929, 1.3154, 1.3254, 1.1886, 1.1746, 1.2237, 1.4371, 1.491, 1.6617, 2.0727, 2.2125, 1.7, 1.6614, 1.7619, 1.6947, 1.5018, 1.7683, 1.9113, 1.894, 1.894, 1.7279, 1.7732, 1.8688, 2.0022, 2.0785, 1.9493, 1.9209, 2.0111, 1.9347, 1.8595, 1.6116, 1.767, 1.6124, 1.4357, 1.7193, 1.8586, 2.0274, 1.8583, 2.056, 2.25, 2.3264, 2.4812, 2.5662, 2.2781, 2.2448, 2.2447, 2.131, 1.786, 1.8445, 1.6443, 1.9346, 2.1997, 2.2406, 2.2406, 2.347, 2.2831, 2.6069, 2.9333, 2.9343, 3.3995, 3.3624, 3.1188, 3.247, 3.254, 3.2172, 3.1732, 3.5223, 3.3068, 3.5723, 3.9432, 3.6298, 3.9155, 4.0647]}
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{"unit_id": "reply:1972606499013935442", "ticker_idx": 0, "ts": "2025-09-29T10:16:53+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My favorite stock by far at the moment", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses NBIS as current favorite stock; bullish on long-term holding.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@accounting_ds @nebiusai Agree. My favorite stock by far at the moment", "reply_text": null, "parent_text": "@RJCcapital @nebiusai $NBIS a no brainer especially for long term holding", "quoted_text": null, "parent_author": "accounting_ds", "ret_m1d": -0.022863402690541768, "ret_signed_m1d": -0.022863402690541768, "alpha_spy_m1d": -0.020060832381949334, "alpha_c_m1d": -0.019657958533170095, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.003205444157371673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01859912356794835, "ret_signed_p1d": 0.01859912356794835, "alpha_spy_p1d": 0.014832288812590022, "alpha_c_p1d": 0.020117457674702854, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.0015183341067545042, "ret_p1w": 0.13355108925491654, "ret_signed_p1w": 0.13355108925491654, "alpha_spy_p1w": 0.12160261114962623, "alpha_c_p1w": 0.15075896238320174, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.0172078731282852, "ret_p1m": 0.10533478934648022, "ret_signed_p1m": 0.10533478934648022, "alpha_spy_p1m": 0.07010700725485264, "alpha_c_p1m": 0.12195223889585038, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.016617449549370167, "ret_p3m": -0.17319909050862348, "ret_signed_p3m": -0.17319909050862348, "alpha_spy_p3m": -0.2165030857476663, "alpha_c_p3m": -0.1725436631898829, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": -0.0006554273187405757, "ret_p6m": 0.042551282793175105, "ret_signed_p6m": 0.042551282793175105, "alpha_spy_p6m": 0.05276827613892521, "alpha_c_p6m": 0.09910505595181263, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.05655377315863752, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10533478934648022, "alpha_spy_stated": 0.07010700725485264, "alpha_c_stated": 0.12195223889585038, "price_path": [-0.5466, -0.5441, -0.5441, -0.566, -0.5727, -0.5822, -0.5788, -0.5981, -0.5287, -0.5143, -0.5163, -0.5129, -0.521, -0.5249, -0.5372, -0.5293, -0.5268, -0.5339, -0.5214, -0.5427, -0.5347, -0.5062, -0.5282, -0.5085, -0.4995, -0.5002, -0.4075, -0.376, -0.3627, -0.3165, -0.3592, -0.3789, -0.3502, -0.3419, -0.3904, -0.3879, -0.3996, -0.3742, -0.3647, -0.3606, -0.364, -0.3464, -0.3801, -0.3801, -0.4037, -0.4044, -0.4111, -0.406, -0.4188, -0.1316, -0.1527, -0.1908, -0.1797, -0.1747, -0.1886, -0.1464, -0.1461, -0.099, -0.0328, -0.022, 0.0273, -0.0207, -0.0229, 0.0, 0.0186, 0.0489, 0.142, 0.1611, 0.1336, 0.0679, 0.1069, 0.2034, 0.1756, 0.229, 0.1627, 0.1416, 0.1163, 0.0292, -0.0111, -0.0539, -0.1052, -0.0368, 0.0639, 0.138, 0.1053, 0.135, 0.1267, 0.1869, 0.093, 0.0029, 0.0615, -0.0071, 0.0096, -0.0024, -0.0726, -0.1439, -0.1959, -0.2421, -0.2199, -0.1786, -0.1375, -0.2321, -0.2446, -0.1662, -0.1936, -0.1409, -0.1409, -0.1393, -0.0914, -0.1249, -0.1025, -0.0673, -0.1105, -0.0897, -0.1253, -0.1509, -0.1446, -0.2044, -0.2638, -0.2656, -0.3155, -0.2915, -0.1884, -0.1541, -0.1832, -0.1732, -0.1732, -0.2053, -0.2194, -0.2273, -0.2406, -0.2406, -0.1839, -0.1578, -0.0905, -0.1271, -0.1172, -0.1115, -0.0262, -0.0435, -0.0748, -0.0575, -0.0135, -0.0135, -0.0992, -0.103, -0.1213, -0.1426, -0.1702, -0.112, -0.0888, -0.1389, -0.2271, -0.2001, -0.1839, -0.2525, -0.3298, -0.2188, -0.1573, -0.1672, -0.1961, -0.1859, -0.1108, -0.1108, -0.1152, -0.0764, -0.0237, -0.1116, -0.0872, -0.0693, -0.0372, -0.0484, -0.1727, -0.1743, -0.2125, -0.1129, -0.1322, -0.1895, -0.1386, -0.1251, 0.0161, -0.0198, 0.0248, 0.1781, 0.0554, 0.0757, 0.1025, 0.0671, 0.0357, 0.0426]}
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{"unit_id": "orig:1947843829505134620", "ticker_idx": 0, "ts": "2025-07-23T02:18:52+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 BULLISH", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS on data labelling sector surge in value and investor interest.", "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 BULLISH\n\n“Data labelling start-ups are soaring in value. \n\nThis shift has led to a surge in investor interest in data labelling start-ups. In June, Meta invested $15bn in the US group Scale AI, doubling its valuation to $29bn, as part of a push to catch up with rivals.\n\nIn March, California-based Turing AI raised $111mn at a $2.2bn valuation, while Jeff Bezos’s personal firm Bezos Expeditions led a $72mn investment round for Toloka in May.”\n\nhttps://t.co/QG4m9MCxG5?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016769520598886922, "ret_signed_m1d": -0.016769520598886922, "alpha_spy_m1d": -0.008333907331855572, "alpha_c_m1d": -0.01132922586045515, "bench_spy_m1d": -0.00843561326703135, "bench_c_m1d": -0.005440294738431772, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005397046521438131, "ret_signed_p1d": 0.005397046521438131, "alpha_spy_p1d": 0.0050660168381369, "alpha_c_p1d": 0.0037372907548554046, "bench_spy_p1d": 0.0003310296833012316, "bench_c_p1d": 0.0016597557665827267, "ret_p1w": -0.011372400548204653, "ret_signed_p1w": -0.011372400548204653, "alpha_spy_p1w": -0.011766678113383056, "alpha_c_p1w": 0.007069266872356761, "bench_spy_p1w": 0.0003942775651784025, "bench_c_p1w": -0.018441667420561414, "ret_p1m": 0.27563606288838605, "ret_signed_p1m": 0.27563606288838605, "alpha_spy_p1m": 0.273523097111523, "alpha_c_p1m": 0.2638333473000025, "bench_spy_p1m": 0.0021129657768630405, "bench_c_p1m": 0.011802715588383528, "ret_p3m": 1.1010022697742379, "ret_signed_p3m": 1.1010022697742379, "alpha_spy_p3m": 1.0395854627297083, "alpha_c_p3m": 1.0254338746583362, "bench_spy_p3m": 0.061416807044529564, "bench_c_p3m": 0.07556839511590163, "ret_p6m": 1.002409406272677, "ret_signed_p6m": 1.002409406272677, "alpha_spy_p6m": 0.9046493932572359, "alpha_c_p6m": 0.9236373975906584, "bench_spy_p6m": 0.09776001301544102, "bench_c_p6m": 0.0787720086820185, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27563606288838605, "alpha_spy_stated": 0.273523097111523, "alpha_c_stated": 0.2638333473000025, "price_path": [-0.5281, -0.5353, -0.5401, -0.5619, -0.5388, -0.5104, -0.5412, -0.5173, -0.4709, -0.4561, -0.4551, -0.3574, -0.3202, -0.3038, -0.3101, -0.2806, -0.276, -0.2456, -0.2498, -0.2714, -0.2562, -0.2562, -0.2325, -0.2367, -0.2668, -0.2916, -0.3057, -0.2816, -0.2407, -0.1076, -0.0694, 0.0135, 0.0121, -0.0253, -0.0308, -0.0916, -0.0274, -0.0684, -0.0686, -0.0686, -0.0754, -0.0848, -0.0166, -0.0648, 0.0139, -0.0008, 0.0665, -0.0303, -0.0368, -0.0314, -0.0314, -0.0779, -0.0921, -0.1124, -0.1051, -0.1461, 0.0013, 0.0318, 0.0276, 0.0349, 0.0175, 0.0094, -0.0168, 0.0, 0.0054, -0.0098, 0.0168, -0.0285, -0.0114, 0.0492, 0.0023, 0.0441, 0.0634, 0.0619, 0.2589, 0.3258, 0.3539, 0.452, 0.3614, 0.3196, 0.3805, 0.3982, 0.2951, 0.3005, 0.2756, 0.3296, 0.3497, 0.3585, 0.3512, 0.3886, 0.3169, 0.3169, 0.2668, 0.2654, 0.2512, 0.262, 0.2348, 0.845, 0.8001, 0.7192, 0.7427, 0.7533, 0.7238, 0.8134, 0.8142, 0.9142, 1.0547, 1.0779, 1.1825, 1.0806, 1.0759, 1.1245, 1.164, 1.2284, 1.4262, 1.4668, 1.4082, 1.2687, 1.3516, 1.5567, 1.4977, 1.611, 1.4701, 1.4254, 1.3716, 1.1866, 1.101, 1.01, 0.9009, 1.0463, 1.2602, 1.4177, 1.3483, 1.4113, 1.3936, 1.5216, 1.3221, 1.1307, 1.2552, 1.1095, 1.1449, 1.1193, 0.9703, 0.8188, 0.7084, 0.6103, 0.6573, 0.7452, 0.8325, 0.6315, 0.6049, 0.7714, 0.7132, 0.8252, 0.8252, 0.8286, 0.9304, 0.8591, 0.9067, 0.9815, 0.8897, 0.9339, 0.8583, 0.804, 0.8173, 0.6902, 0.564, 0.5603, 0.4543, 0.5052, 0.7244, 0.797, 0.7354, 0.7566, 0.7566, 0.6883, 0.6584, 0.6417, 0.6134, 0.6134, 0.7338, 0.7893, 0.9322, 0.8545, 0.8755, 0.8876, 1.0688, 1.0322, 0.9657, 1.0024]}
{"unit_id": "orig:1981030628679381191", "ticker_idx": 0, "ts": "2025-10-22T16:11:22+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these prices represent an attractive entry… think there are ALOT of upcoming catalysts for this company that make it a very strong bet from a risk reward perspective", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Current prices are an attractive entry for TE given multiple upcoming catalysts; author holds 2% position.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "If you have read my Substack article on $TE and have not initiated a position yet I think these prices represent an attractive entry. Please be mindful of position sizing. My position in this is only 2% and I plan to learn more before deciding whether or not to increase my position.\n\nAs noted throughout the substack article, think there are ALOT of upcoming catalysts for this company that make it a very strong bet from a risk reward perspective.\n\nhttps://t.co/bJ7KaawJtN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09002430013127527, "ret_signed_m1d": 0.09002430013127527, "alpha_spy_m1d": 0.0847982140826764, "alpha_c_m1d": 0.07687583409548604, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.01314846603578923, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09732362101540792, "ret_signed_p1d": -0.09732362101540792, "alpha_spy_p1d": -0.10325358372137228, "alpha_c_p1d": -0.10981783031976822, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.012494209304360293, "ret_p1w": -0.1240876428988682, "ret_signed_p1w": -0.1240876428988682, "alpha_spy_p1w": -0.15342284070359868, "alpha_c_p1w": -0.13854421965406694, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.014456576755198736, "ret_p1m": -0.3381995279196268, "ret_signed_p1m": -0.3381995279196268, "alpha_spy_p1m": -0.31533348924953897, "alpha_c_p1m": -0.3052303451434739, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.032969182776152905, "ret_p3m": 0.9878345038660354, "ret_signed_p3m": 0.9878345038660354, "alpha_spy_p3m": 0.949044799412214, "alpha_c_p3m": 0.8923179546846669, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.09551654918136854, "ret_p6m": 0.214111827011374, "ret_signed_p6m": 0.214111827011374, "alpha_spy_p6m": 0.15742533513060697, "alpha_c_p6m": 0.09293951332779282, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.12117231368358117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3381995279196268, "alpha_spy_stated": -0.31533348924953897, "alpha_c_stated": -0.3052303451434739, "price_path": [-0.6545, -0.6594, -0.674, -0.6861, -0.7105, -0.7178, -0.6983, -0.6959, -0.6959, -0.691, -0.6886, -0.6983, -0.6959, -0.674, -0.6934, -0.6399, -0.6229, -0.6448, -0.6764, -0.6399, -0.6131, -0.6058, -0.6083, -0.6156, -0.601, -0.5985, -0.5985, -0.5401, -0.5547, -0.5499, -0.5182, -0.5182, -0.528, -0.545, -0.5426, -0.5474, -0.5669, -0.5742, -0.5693, -0.5474, -0.5255, -0.5061, -0.5523, -0.4647, -0.4477, -0.4647, -0.4331, -0.4696, -0.4185, -0.4258, -0.3844, -0.3187, -0.3041, -0.2871, -0.0681, -0.1144, -0.1484, -0.0243, 0.2749, 0.1411, 0.0511, 0.1582, 0.09, 0.0, -0.0973, -0.1557, -0.0681, -0.0998, -0.1241, -0.1144, -0.0949, -0.1679, -0.1046, -0.0049, -0.1046, -0.073, 0.0949, 0.073, -0.0633, -0.1509, -0.1825, -0.2263, -0.2555, -0.2968, -0.3382, -0.3382, -0.236, -0.1995, -0.0657, -0.0657, 0.0024, 0.0876, 0.1533, 0.0998, 0.2433, 0.4185, 0.4647, 0.6375, 0.4964, 0.4282, 0.3017, 0.2311, 0.3236, 0.3187, 0.4647, 0.5645, 0.7762, 0.7299, 0.7153, 0.7153, 0.6545, 0.562, 0.5815, 0.6253, 0.6253, 0.9075, 0.9951, 0.8613, 0.7713, 0.6569, 0.6886, 0.7543, 0.9124, 0.9124, 0.8029, 0.9878, 0.9878, 1.0146, 0.9027, 1.0365, 1.0681, 0.9805, 1.219, 1.309, 1.1606, 1.0268, 1.1071, 1.2117, 0.8808, 0.7689, 1.0122, 0.8589, 0.8273, 0.6667, 0.5109, 0.4891, 0.4891, 0.5669, 0.5718, 0.5353, 0.5109, 0.5304, 0.7251, 0.7567, 0.7737, 0.4988, 0.6642, 0.5839, 0.7275, 0.6569, 0.635, 0.7421, 0.9416, 0.9805, 0.8832, 0.854, 0.8783, 0.8954, 0.7835, 0.8759, 0.6058, 0.6642, 0.6083, 0.6253, 0.528, 0.4015, 0.3674, 0.0681, 0.09, 0.0195, 0.0195, -0.0146, -0.0438, 0.0146, 0.017, 0.1411, 0.2433, 0.1825, 0.2993, 0.2141]}
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{"unit_id": "orig:1988250791367319634", "ticker_idx": 0, "ts": "2025-11-11T14:21:43+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I firmly believe that circuit breaker stop losses will be triggered on $IREN once the retail crowd realizes the mistake they've made", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish IREN; expects sharp downside as retail investors exit en masse triggering circuit-breaker stop losses.", "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 firmly believe that circuit breaker stop losses will be triggered on $IREN once the retail crowd realizes the mistake they've made", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04862316223239693, "ret_signed_m1d": -0.04862316223239693, "alpha_spy_m1d": -0.05090711089743394, "alpha_c_m1d": -0.05313351508717834, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.004510352854781408, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02927849902235924, "ret_signed_p1d": 0.02927849902235924, "alpha_spy_p1d": 0.029834889388723584, "alpha_c_p1d": 0.03792353550080663, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.008645036478447388, "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": "orig:1988637150753997215", "ticker_idx": 0, "ts": "2025-11-12T15:56:58+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I will keep adding. $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Strongly bullish NBIS; author is actively adding to their position.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "You are underestimating my belief in this company. I will keep adding. $NBIS https://t.co/b5C6cUXnuj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0832980135598822, "ret_signed_m1d": 0.0832980135598822, "alpha_spy_m1d": 0.08385409452815284, "alpha_c_m1d": 0.07748508738474302, "bench_spy_m1d": -0.0005560809682706447, "bench_c_m1d": 0.005812926175139177, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06072491860820306, "ret_signed_p1d": -0.06072491860820306, "alpha_spy_p1d": -0.044130922193416855, "alpha_c_p1d": -0.04654488015234448, "bench_spy_p1d": -0.016593996414786205, "bench_c_p1d": -0.014180038455858579, "ret_p1w": 0.007524364983892973, "ret_signed_p1w": 0.007524364983892973, "alpha_spy_p1w": 0.03788809686983685, "alpha_c_p1w": 0.028221883578869567, "bench_spy_p1w": -0.03036373188594388, "bench_c_p1w": -0.020697518594976594, "ret_p1m": -0.0008478362710598875, "ret_signed_p1m": -0.0008478362710598875, "alpha_spy_p1m": -0.00932043899474888, "alpha_c_p1m": -0.029648233983670003, "bench_spy_p1m": 0.008472602723688993, "bench_c_p1m": 0.028800397712610115, "ret_p3m": -0.01568464759813948, "ret_signed_p3m": -0.01568464759813948, "alpha_spy_p3m": -0.03415247928220111, "alpha_c_p3m": -0.04843410045174246, "bench_spy_p3m": 0.01846783168406163, "bench_c_p3m": 0.03274945285360298, "ret_p6m": 0.9581390745793523, "ret_signed_p6m": 0.9581390745793523, "alpha_spy_p6m": 0.8815116574732391, "alpha_c_p6m": 0.9176618357203026, "bench_spy_p6m": 0.0766274171061132, "bench_c_p6m": 0.04047723885904975, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0008478362710598875, "alpha_spy_stated": -0.00932043899474888, "alpha_c_stated": -0.029648233983670003, "price_path": [-0.241, -0.2312, -0.2879, -0.285, -0.2986, -0.269, -0.2579, -0.2531, -0.2571, -0.2365, -0.276, -0.276, -0.3035, -0.3043, -0.3121, -0.3062, -0.3211, 0.0144, -0.0103, -0.0548, -0.0419, -0.036, -0.0522, -0.003, -0.0025, 0.0525, 0.1297, 0.1424, 0.2, 0.1439, 0.1414, 0.1681, 0.1898, 0.2252, 0.3339, 0.3563, 0.3241, 0.2474, 0.2929, 0.4057, 0.3733, 0.4356, 0.3581, 0.3335, 0.3039, 0.2022, 0.1552, 0.1051, 0.0451, 0.1251, 0.2427, 0.3293, 0.2911, 0.3258, 0.316, 0.3864, 0.2767, 0.1715, 0.2399, 0.1598, 0.1793, 0.1652, 0.0833, 0.0, -0.0607, -0.1147, -0.0888, -0.0405, 0.0075, -0.103, -0.1176, -0.0261, -0.0581, 0.0035, 0.0035, 0.0054, 0.0614, 0.0221, 0.0483, 0.0894, 0.039, 0.0633, 0.0217, -0.0082, -0.0008, -0.0707, -0.1401, -0.1421, -0.2004, -0.1724, -0.0519, -0.012, -0.0459, -0.0342, -0.0342, -0.0717, -0.0882, -0.0974, -0.1129, -0.1129, -0.0467, -0.0162, 0.0623, 0.0196, 0.0312, 0.0378, 0.1375, 0.1173, 0.0808, 0.1009, 0.1523, 0.1523, 0.0522, 0.0478, 0.0264, 0.0015, -0.0307, 0.0372, 0.0643, 0.0058, -0.0972, -0.0657, -0.0467, -0.1269, -0.2171, -0.0875, -0.0157, -0.0272, -0.0609, -0.0491, 0.0387, 0.0387, 0.0335, 0.0788, 0.1404, 0.0377, 0.0662, 0.0871, 0.1246, 0.1115, -0.0336, -0.0355, -0.0801, 0.0362, 0.0137, -0.0533, 0.0061, 0.0219, 0.1869, 0.145, 0.197, 0.3761, 0.2328, 0.2565, 0.2878, 0.2465, 0.2097, 0.2178, 0.2197, 0.123, 0.0685, -0.0223, 0.0996, 0.0804, 0.1532, 0.1532, 0.1927, 0.2442, 0.3247, 0.4448, 0.5364, 0.638, 0.7162, 0.7674, 0.7522, 0.6653, 0.6867, 0.6591, 0.6547, 0.6647, 0.5596, 0.5362, 0.4361, 0.4963, 0.4649, 0.6372, 0.8696, 0.8643, 1.0675, 0.9581]}
{"unit_id": "quote:1974141078149448006", "ticker_idx": 0, "ts": "2025-10-03T15:54:45+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "reposting for anyone still looking to make WIFE CHANGING MONEY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Emphatically endorses FLNC long thesis: tariffs resolved, massive backlog, accelerating growth, high-margin recurring revenue shift; 25% move seen as just the first leg.", "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 - reposting for anyone still looking to make WIFE CHANGING MONEY", "reply_text": null, "parent_text": null, "quoted_text": "$FLNC - The market finally woke up to $FLNC today, sending shares up 25%. But I think this is just the first leg. With tariffs resolved, a massive backlog, accelerating growth, and a shift toward high-margin recurring revenue, the underlying thesis is much stronger than what is https://t.co/SXYRDOBSj9", "parent_author": null, "ret_m1d": -0.05366205751741904, "ret_signed_m1d": -0.05366205751741904, "alpha_spy_m1d": -0.053676863143005016, "alpha_c_m1d": -0.053676863143005016, "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": 0.10659900443040149, "ret_signed_p1d": 0.10659900443040149, "alpha_spy_p1d": 0.10301273246393383, "alpha_c_p1d": 0.10301273246393383, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.003586271966467658, "ret_p1w": -0.050761407628827415, "ret_signed_p1w": -0.050761407628827415, "alpha_spy_p1w": -0.02656864757973898, "alpha_c_p1w": -0.02656864757973898, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.024192760049088435, "ret_p1m": 0.5090645049679932, "ret_signed_p1m": 0.5090645049679932, "alpha_spy_p1m": 0.4879500275950812, "alpha_c_p1m": 0.4879500275950812, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": 0.021114477372911944, "ret_p3m": 0.4343727876259962, "ret_signed_p3m": 0.4343727876259962, "alpha_spy_p3m": 0.4123692370346679, "alpha_c_p3m": 0.4123692370346679, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.022003550591328302, "ret_p6m": -0.057287887167395746, "ret_signed_p6m": -0.057287887167395746, "alpha_spy_p6m": -0.007017270678618792, "alpha_c_p6m": -0.007017270678618792, "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": 0.5090645049679932, "alpha_spy_stated": 0.4879500275950812, "alpha_c_stated": 0.4879500275950812, "price_path": [-0.3901, -0.3662, -0.3785, -0.4075, -0.4242, -0.3967, -0.4003, -0.4025, -0.3503, -0.3089, -0.2596, -0.3154, -0.3212, -0.3198, -0.359, -0.3872, -0.4054, -0.4112, -0.4358, -0.3851, -0.38, -0.3872, -0.3423, -0.3336, -0.3372, -0.4656, -0.4525, -0.4514, -0.4235, -0.4155, -0.4329, -0.4576, -0.504, -0.4532, -0.4583, -0.4503, -0.4721, -0.438, -0.4634, -0.4634, -0.4975, -0.5105, -0.5105, -0.4525, -0.4772, -0.5083, -0.5098, -0.4967, -0.4924, -0.4641, -0.4561, -0.4605, -0.4257, -0.3212, -0.2313, -0.2596, -0.1893, -0.1494, -0.1363, -0.1733, -0.2168, -0.0247, -0.0537, 0.0, 0.1066, 0.0029, 0.0848, 0.0805, -0.0508, 0.1523, 0.3379, 0.5547, 0.4199, 0.3289, 0.3379, 0.1791, 0.1037, 0.1624, 0.4155, 0.359, 0.3125, 0.4706, 0.4844, 0.5228, 0.5091, 0.3909, 0.5025, 0.4373, 0.5076, 0.5801, 0.5033, 0.393, 0.1784, 0.2988, 0.2495, 0.2342, 0.219, 0.1247, 0.1168, 0.1458, 0.2161, 0.3771, 0.3771, 0.4242, 0.4061, 0.4474, 0.4394, 0.6925, 0.7375, 0.6577, 0.736, 0.7266, 0.8702, 0.6091, 0.5606, 0.5453, 0.3466, 0.4003, 0.4474, 0.483, 0.4264, 0.438, 0.438, 0.4656, 0.4482, 0.4402, 0.4344, 0.4344, 0.6686, 0.6135, 0.583, 0.4909, 0.5359, 0.6824, 0.6882, 0.7273, 0.6425, 0.8492, 0.9637, 0.9637, 0.8499, 0.9101, 0.9775, 0.9536, 0.9666, 1.0624, 1.2473, 1.2893, 1.2313, 1.24, 1.3372, 1.1022, 0.3742, 0.4097, 0.4068, 0.3771, 0.2705, 0.2647, 0.3387, 0.3387, 0.2893, 0.264, 0.2009, 0.2001, 0.1653, 0.1958, 0.1842, 0.1748, 0.1269, 0.0964, 0.0819, 0.1458, 0.1429, 0.0718, 0.1385, 0.2241, 0.2408, 0.1907, 0.1878, 0.2168, 0.1965, 0.1595, 0.1624, 0.0972, 0.1139, 0.1711, 0.1856, 0.0848, 0.0261, -0.0573]}
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{"unit_id": "orig:1979024173566439930", "ticker_idx": 0, "ts": "2025-10-17T03:18:26+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "MAX LONG $FLNC", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Maximum long conviction on FLNC, endorsing a bullish view.", "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 agree with this smart woman. MAX LONG $FLNC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06848562665845659, "ret_signed_m1d": 0.06848562665845659, "alpha_spy_m1d": 0.07412979436880429, "alpha_c_m1d": 0.07412979436880429, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.005644167710347703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0068212821170954285, "ret_signed_p1d": 0.0068212821170954285, "alpha_spy_p1d": -0.003579218145827845, "alpha_c_p1d": -0.003579218145827845, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": 0.06521144038591209, "ret_signed_p1w": 0.06521144038591209, "alpha_spy_p1w": 0.04585533716064827, "alpha_c_p1w": 0.04585533716064827, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.05975449795983967, "ret_signed_p1m": -0.05975449795983967, "alpha_spy_p1m": -0.061680965942243704, "alpha_c_p1m": -0.061680965942243704, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": 0.0019264679824040343, "ret_p3m": 0.23601629880080077, "ret_signed_p3m": 0.23601629880080077, "alpha_spy_p3m": 0.19385751348897529, "alpha_c_p3m": 0.19385751348897529, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.042158785311825486, "ret_p6m": -0.2551160136300741, "ret_signed_p6m": -0.2551160136300741, "alpha_spy_p6m": -0.293672605780648, "alpha_c_p6m": -0.293672605780648, "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": -0.05975449795983967, "alpha_spy_stated": -0.061680965942243704, "alpha_c_stated": -0.061680965942243704, "price_path": [-0.4428, -0.4849, -0.4892, -0.4881, -0.5176, -0.5389, -0.5525, -0.5569, -0.5754, -0.5372, -0.5334, -0.5389, -0.505, -0.4985, -0.5012, -0.5978, -0.588, -0.5872, -0.5662, -0.5602, -0.5733, -0.5918, -0.6267, -0.5885, -0.5924, -0.5864, -0.6027, -0.5771, -0.5962, -0.5962, -0.6218, -0.6317, -0.6317, -0.588, -0.6065, -0.63, -0.6311, -0.6213, -0.618, -0.5967, -0.5907, -0.594, -0.5678, -0.4892, -0.4216, -0.4428, -0.3899, -0.3599, -0.3501, -0.3779, -0.4106, -0.266, -0.2879, -0.2475, -0.1673, -0.2453, -0.1836, -0.1869, -0.2857, -0.1329, 0.0068, 0.17, 0.0685, 0.0, 0.0068, -0.1127, -0.1694, -0.1252, 0.0652, 0.0226, -0.0123, 0.1067, 0.1171, 0.146, 0.1356, 0.0467, 0.1307, 0.0816, 0.1345, 0.1891, 0.1312, 0.0483, -0.1132, -0.0226, -0.0598, -0.0712, -0.0827, -0.1536, -0.1596, -0.1378, -0.0849, 0.0363, 0.0363, 0.0718, 0.0581, 0.0892, 0.0832, 0.2737, 0.3075, 0.2475, 0.3064, 0.2993, 0.4074, 0.2109, 0.1744, 0.1629, 0.0134, 0.0538, 0.0892, 0.116, 0.0734, 0.0821, 0.0821, 0.1029, 0.0898, 0.0838, 0.0794, 0.0794, 0.2557, 0.2142, 0.1913, 0.122, 0.1558, 0.266, 0.2704, 0.2999, 0.236, 0.3915, 0.4778, 0.4778, 0.3921, 0.4374, 0.4881, 0.4701, 0.4799, 0.552, 0.6911, 0.7228, 0.6791, 0.6857, 0.7588, 0.582, 0.0341, 0.0608, 0.0587, 0.0363, -0.0439, -0.0483, 0.0074, 0.0074, -0.0297, -0.0488, -0.0963, -0.0969, -0.1231, -0.1001, -0.1089, -0.116, -0.152, -0.1749, -0.1858, -0.1378, -0.14, -0.1935, -0.1432, -0.0789, -0.0663, -0.104, -0.1061, -0.0843, -0.0996, -0.1274, -0.1252, -0.1744, -0.1618, -0.1187, -0.1078, -0.1836, -0.2278, -0.2906, -0.2491, -0.2895, -0.2742, -0.2742, -0.2797, -0.2769, -0.284, -0.26, -0.248, -0.2551]}
{"unit_id": "quote:1990455845730070640", "ticker_idx": 0, "ts": "2025-11-17T16:23:49+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the next build-out cycle ends up separating the real operators, like $NBIS, from the tourists. That is where Nebius pulls away.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long NBIS as the superior DC operator with mastered power/cooling engineering, pricing power, and uptime stability vs. less capable peers.", "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 is precisely why the next build-out cycle ends up separating the real operators, like $NBIS, from the tourists. \n\nMost investors still think AI data centers are a simple land plus power plus racks story, but the real moat is in understanding how these systems behave once you flip them on. \n\nWhen workloads scale, only a handful of operators can keep uptime stable, cooling balanced and power delivery predictable without spending months on retrofits. That difference shows up directly in delivery speed, customer trust and long-term pricing power. \n\nSo while the headline noise focuses on who is announcing capacity, the actual edge belongs to the operators who have already mastered the engineering. That is where Nebius pulls away.", "reply_text": null, "parent_text": null, "quoted_text": "Who wants to bet we see some real teething issues at all the new DC builds the next few years: \"If you’re not in the know about what the load profile looks like, and based on that this is what you need to do on power and cooling infrastructure, you will have issues. 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{"unit_id": "quote:1977944337091637534", "ticker_idx": 0, "ts": "2025-10-14T03:47:33+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NAK SARAH PALIN SUPPORTS AMERICAN MINERAL INDEPENDENCE", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NAK (Pebble Mine) citing Sarah Palin's support for American mineral independence as a catalyst.", "resolved_tickers": ["NAK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Other Industrial Metals & Mining'", "bench_c_industry": "Other Industrial Metals & Mining", "unit_kind": "quote", "lang": "en", "tweet_text": "$NAK SARAH PALIN SUPPORTS AMERICAN MINERAL INDEPENDENCE", "reply_text": null, "parent_text": null, "quoted_text": "Momentum for the most sensible counter to China’s mineral wealth dominance grows (Alaska’s #PebbleMine $NAK ) so let’s be aggressive on the refining front, too! Our $1.3 TRILLION of gold, silver, copper, molybdenum, rhenium, palladium + more critical rare earths just sitting here https://t.co/9tQyBBsJri", "parent_author": null, "ret_m1d": -0.036231849629747126, "ret_signed_m1d": -0.036231849629747126, "alpha_spy_m1d": -0.03745499016247966, "alpha_c_m1d": -0.026356447655499715, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.00987540197424741, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04347821955569664, "ret_signed_p1d": -0.04347821955569664, "alpha_spy_p1d": -0.04791774946530203, "alpha_c_p1d": -0.03898931371087855, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": -0.004488905844818092, "ret_p1w": -0.29710142611455714, "ret_signed_p1w": -0.29710142611455714, "alpha_spy_p1w": -0.3107824416204329, "alpha_c_p1w": -0.2912659179287854, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": -0.005835508185771721, "ret_p1m": -0.33695650389905085, "ret_signed_p1m": -0.33695650389905085, "alpha_spy_p1m": -0.36889402095164836, "alpha_c_p1m": -0.3261833381089627, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": -0.010773165790088135, "ret_p3m": -0.20289853069367103, "ret_signed_p3m": -0.20289853069367103, "alpha_spy_p3m": -0.25407546658631275, "alpha_c_p3m": -0.29164543825870415, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.08874690756503312, "ret_p6m": -0.4057971045791139, "ret_signed_p6m": -0.4057971045791139, "alpha_spy_p6m": -0.4324181142713085, "alpha_c_p6m": -0.5784705692160089, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": 0.17267346463689504, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.33695650389905085, "alpha_spy_stated": -0.36889402095164836, "alpha_c_stated": -0.3261833381089627, "price_path": [-0.4094, -0.6232, -0.6703, -0.6848, -0.663, -0.6812, -0.6775, -0.6957, -0.7319, -0.7029, -0.7138, -0.7283, -0.7174, -0.7138, -0.7101, -0.692, -0.6739, -0.6848, -0.6812, -0.6848, -0.6739, -0.6703, -0.6775, -0.692, -0.692, -0.6848, -0.6739, -0.6812, -0.6739, -0.6775, -0.6703, -0.6739, -0.6739, -0.6884, -0.6812, -0.692, -0.692, -0.7029, -0.7065, -0.7029, -0.7029, -0.7029, -0.6848, -0.6993, -0.7029, -0.7029, -0.6848, -0.663, -0.663, -0.6051, -0.6159, -0.587, -0.5471, -0.5652, -0.5725, -0.558, -0.5217, -0.4529, -0.3188, -0.2935, -0.2899, -0.2645, -0.0362, 0.0, -0.0435, -0.1884, -0.2572, -0.2572, -0.2971, -0.3261, -0.3152, -0.2609, -0.3116, -0.2826, -0.2681, -0.2681, -0.2717, -0.3261, -0.3514, -0.3442, -0.3768, -0.3623, -0.3442, -0.3442, -0.337, -0.3732, -0.3841, -0.3949, -0.4275, -0.4094, -0.4565, -0.4565, -0.4348, -0.3841, -0.3478, -0.3478, -0.3043, -0.3297, -0.337, -0.3007, -0.2428, -0.25, -0.2717, -0.2609, -0.279, -0.221, -0.221, -0.2609, -0.2464, -0.2464, -0.2174, -0.1993, -0.1594, -0.1594, -0.1884, -0.1884, -0.2101, -0.2717, -0.2754, -0.2862, -0.2862, -0.2935, -0.25, -0.2029, -0.1957, -0.2283, -0.2029, -0.25, -0.2283, -0.2319, -0.2681, -0.308, -0.308, -0.2536, -0.2609, -0.221, -0.2283, -0.1304, -0.0906, -0.1087, -0.1812, -0.2609, -0.2717, -0.1848, -0.2536, -0.3333, -0.2935, -0.2428, -0.2536, -0.2029, -0.192, -0.2174, -0.2174, -0.2645, -0.5543, -0.5217, -0.5254, -0.5, -0.4493, -0.4638, -0.4565, -0.4384, -0.4638, -0.5036, -0.5072, -0.5217, -0.529, -0.5109, -0.4855, -0.5109, -0.5181, -0.5254, -0.5109, -0.5326, -0.5326, -0.5399, -0.587, -0.5906, -0.5399, -0.5181, -0.5507, -0.5362, -0.5399, -0.4928, -0.4638, -0.4601, -0.4601, -0.413, -0.4529, -0.4058]}
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{"unit_id": "quote:1981428989542470039", "ticker_idx": 0, "ts": "2025-10-23T18:34:18+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC $EOSE has a solution", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Names FLNC and EOSE as beneficiaries of the gas turbine supply crunch, implying both are buys.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "quote", "lang": "en", "tweet_text": "$FLNC $EOSE has a solution", "reply_text": null, "parent_text": null, "quoted_text": "5 year backlog for gas turbines..", "parent_author": null, "ret_m1d": -0.050530279782926346, "ret_signed_m1d": -0.050530279782926346, "alpha_spy_m1d": -0.04463527423998315, "alpha_c_m1d": -0.04463527423998315, "bench_spy_m1d": -0.005895005542943199, "bench_c_m1d": -0.005895005542943199, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2177167574313119, "ret_signed_p1d": 0.2177167574313119, "alpha_spy_p1d": 0.2095442027368315, "alpha_c_p1d": 0.2095442027368315, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.008172554694480416, "ret_p1w": 0.27698056372560975, "ret_signed_p1w": 0.27698056372560975, "alpha_spy_p1w": 0.2649673874519536, "alpha_c_p1w": 0.2649673874519536, "bench_spy_p1w": 0.012013176273656168, "bench_c_p1w": 0.012013176273656168, "ret_p1m": -0.039301374992459226, "ret_signed_p1m": -0.039301374992459226, "alpha_spy_p1m": -0.020351114353658994, "alpha_c_p1m": -0.020351114353658994, "bench_spy_p1m": -0.01895026063880023, "bench_c_p1m": -0.01895026063880023, "ret_p3m": 0.5913910877205424, "ret_signed_p3m": 0.5913910877205424, "alpha_spy_p3m": 0.5797468302527766, "alpha_c_p3m": 0.5797468302527766, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": 0.011644257467765762, "ret_p6m": -0.15564571006612415, "ret_signed_p6m": -0.15564571006612415, "alpha_spy_p6m": -0.2187985266425705, "alpha_c_p6m": -0.2187985266425705, "bench_spy_p6m": 0.06315281657644634, "bench_c_p6m": 0.06315281657644634, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.039301374992459226, "alpha_spy_stated": -0.020351114353658994, "alpha_c_stated": -0.020351114353658994, "price_path": [-0.4485, -0.4729, -0.4885, -0.4934, -0.5147, -0.471, -0.4666, -0.4729, -0.4342, -0.4267, -0.4298, -0.5402, -0.529, -0.5281, -0.5041, -0.4972, -0.5122, -0.5334, -0.5733, -0.5296, -0.534, -0.5271, -0.5459, -0.5165, -0.5384, -0.5384, -0.5677, -0.5789, -0.5789, -0.529, -0.5502, -0.577, -0.5783, -0.5671, -0.5633, -0.539, -0.5321, -0.5359, -0.5059, -0.4161, -0.3387, -0.3631, -0.3026, -0.2682, -0.257, -0.2888, -0.3263, -0.1609, -0.1859, -0.1397, -0.048, -0.1372, -0.0667, -0.0705, -0.1834, -0.0087, 0.151, 0.3375, 0.2215, 0.1432, 0.151, 0.0143, -0.0505, 0.0, 0.2177, 0.1691, 0.1291, 0.2651, 0.277, 0.31, 0.2982, 0.1965, 0.2926, 0.2364, 0.2969, 0.3593, 0.2932, 0.1984, 0.0137, 0.1173, 0.0749, 0.0618, 0.0487, -0.0324, -0.0393, -0.0143, 0.0462, 0.1847, 0.1847, 0.2252, 0.2096, 0.2452, 0.2383, 0.456, 0.4947, 0.4261, 0.4934, 0.4853, 0.6089, 0.3843, 0.3425, 0.3294, 0.1585, 0.2046, 0.2452, 0.2757, 0.2271, 0.2371, 0.2371, 0.2608, 0.2458, 0.2389, 0.2339, 0.2339, 0.4354, 0.388, 0.3618, 0.2826, 0.3213, 0.4473, 0.4523, 0.486, 0.413, 0.5908, 0.6893, 0.6893, 0.5914, 0.6432, 0.7012, 0.6806, 0.6918, 0.7742, 0.9333, 0.9694, 0.9195, 0.927, 1.0106, 0.8085, 0.1822, 0.2127, 0.2102, 0.1847, 0.093, 0.088, 0.1516, 0.1516, 0.1092, 0.0873, 0.0331, 0.0324, 0.0025, 0.0287, 0.0187, 0.0106, -0.0306, -0.0568, -0.0692, -0.0143, -0.0168, -0.078, -0.0206, 0.053, 0.0674, 0.0243, 0.0218, 0.0468, 0.0293, -0.0025, 0.0, -0.0561, -0.0418, 0.0075, 0.02, -0.0667, -0.1173, -0.189, -0.1416, -0.1878, -0.1703, -0.1703, -0.1765, -0.1734, -0.1815, -0.1541, -0.1404, -0.1485, -0.0767, -0.0512, -0.0655, -0.1556]}
{"unit_id": "quote:1981428989542470039", "ticker_idx": 1, "ts": "2025-10-23T18:34:18+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC $EOSE has a solution", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Names FLNC and EOSE as beneficiaries of the gas turbine supply crunch, implying both are buys.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$FLNC $EOSE has a solution", "reply_text": null, "parent_text": null, "quoted_text": "5 year backlog for gas turbines..", "parent_author": null, "ret_m1d": 0.04874657240078406, "ret_signed_m1d": 0.04874657240078406, "alpha_spy_m1d": 0.05464157794372726, "alpha_c_m1d": 0.06108660278273026, "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": 0.11838439066219997, "ret_signed_p1d": 0.11838439066219997, "alpha_spy_p1d": 0.11021183596771955, "alpha_c_p1d": 0.11754449174442261, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.0008398989177773597, "ret_p1w": -0.002785512730456685, "ret_signed_p1w": -0.002785512730456685, "alpha_spy_p1w": -0.014798689004112853, "alpha_c_p1w": -0.0022040671973942993, "bench_spy_p1w": 0.012013176273656168, "bench_c_p1w": -0.0005814455330623858, "ret_p1m": -0.13927576934655572, "ret_signed_p1m": -0.13927576934655572, "alpha_spy_p1m": -0.12032550870775549, "alpha_c_p1m": -0.1060027053404109, "bench_spy_p1m": -0.01895026063880023, "bench_c_p1m": -0.033273064006144826, "ret_p3m": 0.20612814128937695, "ret_signed_p3m": 0.20612814128937695, "alpha_spy_p3m": 0.1944838838216112, "alpha_c_p3m": 0.1459777152539823, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": 0.060150426035394666, "ret_p6m": -0.5013927563652283, "ret_signed_p6m": -0.5013927563652283, "alpha_spy_p6m": -0.5645455729416746, "alpha_c_p6m": -0.6294033554400864, "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": -0.13927576934655572, "alpha_spy_stated": -0.12032550870775549, "alpha_c_stated": -0.1060027053404109, "price_path": [-0.5696, -0.5853, -0.5877, -0.6031, -0.6163, -0.5675, -0.5467, -0.5501, -0.5432, -0.5564, -0.5578, -0.5745, -0.5585, -0.5592, -0.5919, -0.5592, -0.5787, -0.5829, -0.5808, -0.5599, -0.5634, -0.5181, -0.5042, -0.5035, -0.5195, -0.5195, -0.477, -0.4694, -0.4889, -0.4979, -0.5216, -0.5139, -0.5216, -0.4972, -0.429, -0.4234, -0.4227, -0.4081, -0.3733, -0.3203, -0.2869, -0.2925, -0.2584, -0.2695, -0.2953, -0.2221, -0.2068, -0.1386, -0.1393, -0.1226, -0.0348, -0.0487, 0.032, 0.0195, -0.0376, 0.1873, 0.1825, 0.273, 0.0759, 0.0474, 0.0453, 0.1351, 0.0487, 0.0, 0.1184, 0.071, 0.0453, 0.0007, -0.0028, 0.1163, 0.0877, -0.0181, 0.0348, 0.0648, 0.2716, 0.3364, 0.2897, 0.2026, 0.0588, -0.039, -0.0947, -0.0613, -0.11, -0.1031, -0.1393, -0.0864, -0.0669, -0.0104, -0.0104, 0.0481, -0.0526, -0.11, -0.0564, 0.0857, 0.0439, 0.0745, 0.0411, 0.0299, 0.1448, 0.0334, -0.0508, -0.0738, -0.1455, -0.1428, -0.0898, -0.1024, -0.1671, -0.163, -0.163, -0.1748, -0.2096, -0.2096, -0.2019, -0.2019, -0.0968, -0.0627, -0.0146, -0.0265, -0.0237, 0.0641, 0.1233, 0.1713, 0.2047, 0.1755, 0.2152, 0.2152, 0.2061, 0.2208, 0.2688, 0.1915, 0.1274, 0.0453, 0.1616, 0.1219, 0.0195, -0.0167, 0.0031, -0.1365, -0.2145, -0.1428, -0.078, -0.149, -0.1936, -0.2486, -0.227, -0.227, -0.2026, -0.195, -0.2026, -0.2549, -0.2772, -0.2006, -0.2249, -0.5306, -0.6034, -0.5891, -0.578, -0.5299, -0.532, -0.5731, -0.5703, -0.5536, -0.5508, -0.5738, -0.6024, -0.6128, -0.6072, -0.6323, -0.6156, -0.6386, -0.6281, -0.6455, -0.6448, -0.6643, -0.6616, -0.6939, -0.6546, -0.6525, -0.6539, -0.6539, -0.663, -0.688, -0.6804, -0.5857, -0.6086, -0.571, -0.5599, -0.507, -0.5049, -0.5014]}
{"unit_id": "orig:1978899278153007371", "ticker_idx": 0, "ts": "2025-10-16T19:02:08+00:00", "symbol": "ZION", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Zions Bancorporation $ZION is down 13% after a $50 million charge-off tied to a California Bank & Trust loan", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Regional bank credit contagion from First Brands Chapter 11; bearish ZION, WAL, JEF and broader regional bank sector on balance-sheet fragility.", "resolved_tickers": ["ZION"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Banks - Regional", "unit_kind": "original", "lang": "en", "tweet_text": "First Brands’ Chapter 11 filing has rattled credit markets. 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{"unit_id": "orig:1978899278153007371", "ticker_idx": 1, "ts": "2025-10-16T19:02:08+00:00", "symbol": "JEF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$JEF reportedly took a major hit through its one of its credit vehicles, triggering broader concern", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Regional bank credit contagion from First Brands Chapter 11; bearish ZION, WAL, JEF and broader regional bank sector on balance-sheet fragility.", "resolved_tickers": ["JEF"], "resolution_method": "identity", "resolution_reason": "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": "First Brands’ Chapter 11 filing has rattled credit markets. 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What started as an isolated corporate bankruptcy is turning into a market-wide confidence shock — a reminder of how fragile regional balance sheets remain when credit turns.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11885242527101636, "ret_signed_m1d": -0.11885242527101636, "alpha_spy_m1d": -0.11199559477030507, "alpha_c_m1d": -0.0902588368686581, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.02859358840235826, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05942625260576073, "ret_signed_p1d": -0.05942625260576073, "alpha_spy_p1d": -0.053750047441507576, "alpha_c_p1d": -0.05131179440414235, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": 0.00811445820161838, "ret_p1w": 0.12500000999256322, "ret_signed_p1w": -0.12500000999256322, "alpha_spy_p1w": -0.1081679480314377, "alpha_c_p1w": -0.10993041912907198, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.015069590863491245, "ret_p1m": 0.13709021198063542, "ret_signed_p1m": -0.13709021198063542, "alpha_spy_p1m": -0.1200007673617356, "alpha_c_p1m": -0.12375942293208064, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": 0.01333078904855478, "ret_p3m": 0.28219358024983476, "ret_signed_p3m": -0.28219358024983476, "alpha_spy_p3m": -0.22894229140361433, "alpha_c_p3m": -0.23081146070346148, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.051382119546373284, "ret_p6m": -0.04840093808583901, "ret_signed_p6m": 0.04840093808583901, "alpha_spy_p6m": 0.08274452241554808, "alpha_c_p6m": 0.037762087871802796, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": -0.01063885021403621, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13709021198063542, "alpha_spy_stated": -0.1200007673617356, "alpha_c_stated": -0.12375942293208064, "price_path": [0.1344, 0.1434, 0.1611, 0.1609, 0.1737, 0.1709, 0.188, 0.1926, 0.1737, 0.1381, 0.1515, 0.1743, 0.1762, 0.1723, 0.1904, 0.1987, 0.2464, 0.2822, 0.2559, 0.2262, 0.2301, 0.2248, 0.2166, 0.2121, 0.2816, 0.2734, 0.3129, 0.327, 0.342, 0.3289, 0.3289, 0.3139, 0.3078, 0.3314, 0.3012, 0.316, 0.3174, 0.3439, 0.3766, 0.3658, 0.3711, 0.3607, 0.3633, 0.4418, 0.424, 0.4275, 0.3963, 0.367, 0.351, 0.367, 0.366, 0.3406, 0.301, 0.2924, 0.2793, 0.2537, 0.2111, 0.1156, 0.0863, 0.0428, 0.101, 0.1029, 0.1189, 0.0, 0.0594, 0.1074, 0.1285, 0.1279, 0.125, 0.1639, 0.1592, 0.1373, 0.0842, 0.0867, 0.0826, 0.0842, 0.0861, 0.1051, 0.0928, 0.117, 0.1436, 0.1535, 0.2174, 0.1453, 0.1371, 0.0834, 0.0987, 0.1303, 0.1072, 0.1278, 0.1423, 0.1734, 0.1813, 0.1813, 0.1881, 0.1749, 0.1722, 0.2056, 0.2141, 0.2203, 0.2186, 0.2298, 0.2762, 0.3053, 0.2797, 0.2704, 0.2644, 0.2599, 0.2777, 0.2787, 0.3065, 0.3101, 0.3179, 0.3179, 0.3191, 0.294, 0.2948, 0.2791, 0.2791, 0.3099, 0.3311, 0.3676, 0.3348, 0.2601, 0.2849, 0.2948, 0.2822, 0.2898, 0.3262, 0.3096, 0.3096, 0.2609, 0.2787, 0.3076, 0.2861, 0.2997, 0.2845, 0.2766, 0.2632, 0.2628, 0.2461, 0.1955, 0.2151, 0.1664, 0.2166, 0.2386, 0.2403, 0.1905, 0.1162, 0.1088, 0.1088, 0.0809, 0.1203, 0.1053, 0.1107, 0.0466, 0.0458, 0.0541, 0.0181, -0.0767, -0.0524, -0.0711, -0.0727, -0.0792, -0.2037, -0.2064, -0.196, -0.195, -0.2509, -0.2439, -0.2351, -0.2081, -0.21, -0.2054, -0.2071, -0.1775, -0.1567, -0.1757, -0.1624, -0.1713, -0.1757, -0.1418, -0.1399, -0.1335, -0.1335, -0.1268, -0.1256, -0.0906, -0.0619, -0.0484]}
{"unit_id": "reply:1971392730900332858", "ticker_idx": 0, "ts": "2025-09-26T01:53:48+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RBRK", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds RBRK with huge conviction.", "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": "reply_other", "lang": "qme", "tweet_text": "@babyfolio $RBRK", "reply_text": null, "parent_text": "What are other stocks you hold with huge conviction that aren't $NBIS?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.0019477012676496486, "ret_signed_m1d": -0.0019477012676496486, "alpha_spy_m1d": 0.0037486979496952344, "alpha_c_m1d": 0.0037486979496952344, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.005696399217344883, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014485633474234927, "ret_signed_p1d": 0.014485633474234927, "alpha_spy_p1d": 0.011675186690933703, "alpha_c_p1d": 0.011675186690933703, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.0028104467833012237, "ret_p1w": 0.008155790097389648, "ret_signed_p1w": 0.008155790097389648, "alpha_spy_p1w": -0.003010398397818026, "alpha_c_p1w": -0.003010398397818026, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": 0.011166188495207674, "ret_p1m": -0.053073652213847744, "ret_signed_p1m": -0.053073652213847744, "alpha_spy_p1m": -0.0884608818278334, "alpha_c_p1m": -0.0884608818278334, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": 0.03538722961398566, "ret_p3m": -0.04077904335845661, "ret_signed_p3m": -0.04077904335845661, "alpha_spy_p3m": -0.08701518895492433, "alpha_c_p3m": -0.08701518895492433, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.046236145596467715, "ret_p6m": -0.37699331278706005, "ret_signed_p6m": -0.37699331278706005, "alpha_spy_p6m": -0.3729011296862289, "alpha_c_p6m": -0.3729011296862289, "bench_spy_p6m": -0.004092183100831148, "bench_c_p6m": -0.004092183100831148, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.053073652213847744, "alpha_spy_stated": -0.0884608818278334, "alpha_c_stated": -0.0884608818278334, "price_path": [0.0369, 0.0418, 0.0844, 0.0844, 0.0937, 0.0575, 0.1149, 0.0486, 0.0291, 0.0449, 0.0632, 0.065, 0.0582, 0.0726, 0.0533, 0.0197, 0.0327, 0.0433, 0.0347, 0.0604, 0.0861, 0.1615, 0.1558, 0.067, 0.1262, 0.0656, 0.1171, 0.0924, 0.064, 0.0432, 0.0755, 0.0722, 0.028, 0.0448, 0.0435, 0.0222, 0.0359, 0.0376, 0.0806, 0.0691, 0.0368, 0.0655, 0.1324, 0.0883, 0.0883, 0.07, 0.0678, 0.0536, 0.1069, 0.1638, 0.199, -0.0174, -0.0519, -0.0931, -0.0797, -0.087, -0.1005, -0.0503, -0.0234, -0.0202, -0.0084, -0.0369, -0.0019, 0.0, 0.0145, 0.0012, 0.0034, 0.0218, 0.0082, 0.0007, -0.0323, 0.0256, 0.0481, 0.0023, 0.0127, -0.0484, -0.0376, -0.0427, -0.06, -0.0407, -0.0276, -0.0645, -0.0644, -0.0628, -0.0531, -0.0734, -0.1245, -0.1351, -0.0837, -0.0773, -0.1163, -0.1193, -0.1293, -0.111, -0.074, -0.0794, -0.0998, -0.1417, -0.129, -0.1517, -0.1625, -0.1469, -0.176, -0.1894, -0.1797, -0.1614, -0.1702, -0.1702, -0.1562, -0.1649, -0.1552, -0.1307, -0.1427, 0.0502, 0.0846, 0.1115, 0.0945, 0.06, -0.0075, -0.0275, -0.0516, -0.1091, -0.076, -0.0483, -0.0297, -0.0414, -0.0408, -0.0408, -0.0425, -0.0504, -0.0521, -0.069, -0.069, -0.0813, -0.1053, -0.0857, -0.0643, -0.1276, -0.1411, -0.1312, -0.1379, -0.1705, -0.1595, -0.1832, -0.1832, -0.2102, -0.2167, -0.2075, -0.2006, -0.1684, -0.2421, -0.2308, -0.2943, -0.3189, -0.3372, -0.3652, -0.3686, -0.4116, -0.3783, -0.3419, -0.3204, -0.329, -0.3525, -0.336, -0.336, -0.3488, -0.3379, -0.3407, -0.3889, -0.4247, -0.3787, -0.3651, -0.3386, -0.3675, -0.3464, -0.3442, -0.3321, -0.3198, -0.3041, -0.3041, -0.3189, -0.2998, -0.3424, -0.3496, -0.371, -0.3663, -0.3659, -0.3802, -0.4001, -0.377]}
{"unit_id": "orig:1985811817495495166", "ticker_idx": 0, "ts": "2025-11-04T20:50:06+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Doesn't take a genius to figure out which one is better 🤫", "tweet_type": "analysis", "timeline": "unspecified", "summary": "IREN's MSFT deal at $2.88/GPU/hr is better value than NBIS at $4.20/GPU/hr; implied long IREN, short NBIS.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$MSFT deal comparisons:\n\n$IREN: $2.88 per GPU per hour\n$NBIS: $4.20 per GPU per hour\n\nDoesn’t take a genius to figure out which one is better 🤫", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016809286999101225, "ret_signed_m1d": 0.016809286999101225, "alpha_spy_m1d": 0.004813547573684573, "alpha_c_m1d": 0.021960014293403773, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150727294302548, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14678083163495415, "ret_signed_p1d": 0.14678083163495415, "alpha_spy_p1d": 0.1433153552946409, "alpha_c_p1d": 0.1433470870973863, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.00343374453756784, "ret_p1w": -0.13882630296563958, "ret_signed_p1w": -0.13882630296563958, "alpha_spy_p1w": -0.1503184072591246, "alpha_c_p1w": -0.1538967858075606, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070482841921029, "ret_p1m": -0.34023711696584813, "ret_signed_p1m": -0.34023711696584813, "alpha_spy_p1m": -0.3530473672805289, "alpha_c_p1m": -0.36179368447645366, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.02155656751060553, "ret_p3m": -0.19345634258284383, "ret_signed_p3m": -0.19345634258284383, "alpha_spy_p3m": -0.2212608114833744, "alpha_c_p3m": -0.21647753837036554, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.02302119578752171, "ret_p6m": -0.35674617473959236, "ret_signed_p6m": -0.35674617473959236, "alpha_spy_p6m": -0.4165644669024702, "alpha_c_p6m": -0.3557785949243857, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675798152066761, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34023711696584813, "alpha_spy_stated": -0.3530473672805289, "alpha_c_stated": -0.36179368447645366, "price_path": [-0.7213, -0.7231, -0.7303, -0.7324, -0.7339, -0.7136, -0.7045, -0.6893, -0.7189, -0.7034, -0.706, -0.6784, -0.653, -0.655, -0.6645, -0.6542, -0.6026, -0.6026, -0.5631, -0.5766, -0.6078, -0.6075, -0.6069, -0.5469, -0.4953, -0.507, -0.4903, -0.4426, -0.4529, -0.4312, -0.4549, -0.4201, -0.3712, -0.3731, -0.2925, -0.3053, -0.3718, -0.3107, -0.2957, -0.2934, -0.2943, -0.2427, -0.1333, -0.0743, -0.0982, -0.0417, -0.103, -0.0374, 0.044, 0.0203, -0.072, -0.0887, -0.1112, -0.1716, -0.2221, -0.1616, -0.056, -0.0246, -0.0632, -0.0932, -0.1262, -0.0882, 0.0168, 0.0, 0.1468, 0.005, -0.0638, -0.097, -0.1388, -0.164, -0.2698, -0.3041, -0.2885, -0.2668, -0.3122, -0.3476, -0.3658, -0.2722, -0.2876, -0.2729, -0.2729, -0.2825, -0.2722, -0.3829, -0.3402, -0.3029, -0.329, -0.3045, -0.297, -0.3408, -0.3405, -0.3977, -0.4675, -0.4508, -0.493, -0.4627, -0.4009, -0.3691, -0.3686, -0.37, -0.37, -0.3952, -0.4085, -0.4252, -0.4331, -0.4331, -0.3591, -0.276, -0.311, -0.3453, -0.3144, -0.3092, -0.2446, -0.2047, -0.2064, -0.2212, -0.1322, -0.1322, -0.1857, -0.1974, -0.2157, -0.1493, -0.2142, -0.0997, -0.0554, -0.1019, -0.1935, -0.2034, -0.1837, -0.3255, -0.4028, -0.3722, -0.3074, -0.3557, -0.3596, -0.3992, -0.3664, -0.3664, -0.3851, -0.3685, -0.3503, -0.4, -0.3643, -0.3179, -0.3392, -0.336, -0.3854, -0.3788, -0.4169, -0.342, -0.3978, -0.4492, -0.4171, -0.4279, -0.37, -0.3791, -0.376, -0.3255, -0.3552, -0.3665, -0.3748, -0.3803, -0.3673, -0.3829, -0.3782, -0.4379, -0.4734, -0.5254, -0.4855, -0.4884, -0.4782, -0.4782, -0.4728, -0.4636, -0.4472, -0.4438, -0.4099, -0.3536, -0.2891, -0.2673, -0.2841, -0.2778, -0.2688, -0.3221, -0.2738, -0.2193, -0.24, -0.2742, -0.333, -0.3567]}
{"unit_id": "reply:1978900997486342635", "ticker_idx": 0, "ts": "2025-10-16T19:08:58+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 have $400k in FLNC I agree", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds $400k position in FLNC, endorsing bullish thesis on growing contract wins.", "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": "@ValueCallsOnly I have $400k in FLNC I agree", "reply_text": null, "parent_text": "@RJCcapital I like the retail excitement and momentum behind EOSE but FLNC is making real moves. Energizing projects in wartorn Ukraine, contracts with Poland. Today announced a 60 MW Arizona Solar-Storage Project. Seemingly every few days FLNC is getting new customers\n\n$FLNC is the way. IMO", "quoted_text": null, "parent_author": "TechandEnergy", "ret_m1d": 0.09499492429004608, "ret_signed_m1d": 0.09499492429004608, "alpha_spy_m1d": 0.08813809378933479, "alpha_c_m1d": 0.08813809378933479, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.006856830500711286, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0640959737311918, "ret_signed_p1d": -0.0640959737311918, "alpha_spy_p1d": -0.06977217889544496, "alpha_c_p1d": -0.06977217889544496, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": 0.005676205164253156, "ret_p1w": -0.18130741832958142, "ret_signed_p1w": -0.18130741832958142, "alpha_spy_p1w": -0.19813948029070694, "alpha_c_p1w": -0.19813948029070694, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.016832061961125522, "ret_p1m": -0.08529111760986419, "ret_signed_p1m": -0.08529111760986419, "alpha_spy_p1m": -0.10238056222876402, "alpha_c_p1m": -0.10238056222876402, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": 0.01708944461889983, "ret_p3m": 0.21654748660058365, "ret_signed_p3m": 0.21654748660058365, "alpha_spy_p3m": 0.16329619775436321, "alpha_c_p3m": 0.16329619775436321, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.053251288846220435, "ret_p6m": -0.29622064419482663, "ret_signed_p6m": -0.29622064419482663, "alpha_spy_p6m": -0.3305642285245357, "alpha_c_p6m": -0.3305642285245357, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.034343584329709076, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08529111760986419, "alpha_spy_stated": -0.10238056222876402, "alpha_c_stated": -0.10238056222876402, "price_path": [-0.5133, -0.4785, -0.5179, -0.522, -0.5209, -0.5485, -0.5684, -0.5812, -0.5853, -0.6027, -0.5669, -0.5633, -0.5684, -0.5368, -0.5306, -0.5332, -0.6236, -0.6144, -0.6136, -0.594, -0.5884, -0.6006, -0.618, -0.6507, -0.6149, -0.6185, -0.6129, -0.6282, -0.6042, -0.6221, -0.6221, -0.6461, -0.6553, -0.6553, -0.6144, -0.6318, -0.6537, -0.6547, -0.6456, -0.6425, -0.6226, -0.617, -0.62, -0.5955, -0.522, -0.4586, -0.4785, -0.429, -0.4009, -0.3917, -0.4178, -0.4484, -0.3131, -0.3335, -0.2957, -0.2206, -0.2937, -0.236, -0.239, -0.3315, -0.1885, -0.0577, 0.095, 0.0, -0.0641, -0.0577, -0.1696, -0.2227, -0.1813, -0.0031, -0.0429, -0.0756, 0.0358, 0.0455, 0.0725, 0.0628, -0.0204, 0.0582, 0.0123, 0.0618, 0.1129, 0.0587, -0.0189, -0.1701, -0.0853, -0.12, -0.1307, -0.1415, -0.2079, -0.2135, -0.1931, -0.1435, -0.0301, -0.0301, 0.0031, -0.0097, 0.0194, 0.0138, 0.192, 0.2237, 0.1675, 0.2227, 0.216, 0.3172, 0.1333, 0.0991, 0.0884, -0.0516, -0.0138, 0.0194, 0.0444, 0.0046, 0.0128, 0.0128, 0.0322, 0.0199, 0.0143, 0.0102, 0.0102, 0.1752, 0.1364, 0.1149, 0.0501, 0.0817, 0.1849, 0.189, 0.2165, 0.1568, 0.3023, 0.383, 0.383, 0.3029, 0.3453, 0.3927, 0.3759, 0.3851, 0.4525, 0.5827, 0.6124, 0.5715, 0.5776, 0.6461, 0.4806, -0.0322, -0.0072, -0.0092, -0.0301, -0.1052, -0.1093, -0.0572, -0.0572, -0.0919, -0.1098, -0.1542, -0.1547, -0.1793, -0.1578, -0.166, -0.1726, -0.2063, -0.2278, -0.238, -0.1931, -0.1951, -0.2451, -0.1982, -0.1379, -0.1261, -0.1614, -0.1634, -0.143, -0.1573, -0.1834, -0.1813, -0.2273, -0.2155, -0.1752, -0.165, -0.236, -0.2773, -0.3361, -0.2972, -0.335, -0.3207, -0.3207, -0.3258, -0.3233, -0.3299, -0.3075, -0.2962]}
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{"unit_id": "orig:1976667901160825150", "ticker_idx": 0, "ts": "2025-10-10T15:15:27+00:00", "symbol": "NAK", "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 an allocation to such a company you need to get on board in my opinion. I have 2.5% allocation.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long rare earth stocks NAK and UAMY on Trump China trade tensions; urges viewers to get an allocation.", "resolved_tickers": ["NAK"], "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": "RARE EARTH STOCKS RISE ON TRUMP CHINA TWEET. \n\nIf you don’t have an allocation to such a company you need to get on board in my opinion. I have 2.5% allocation.\n\n$NAK\n$UAMY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03448272622135795, "ret_signed_m1d": -0.03448272622135795, "alpha_spy_m1d": -0.062261386193442125, "alpha_c_m1d": -0.05543839256160543, "bench_spy_m1d": 0.027778659972084174, "bench_c_m1d": 0.02095566634024748, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.310344888334954, "ret_signed_p1d": 0.310344888334954, "alpha_spy_p1d": 0.29500077019978566, "alpha_c_p1d": 0.2944554554140959, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": 0.015889432920858093, "ret_p1w": 0.00985220749181659, "ret_signed_p1w": 0.00985220749181659, "alpha_spy_p1w": -0.00755926101112947, "alpha_c_p1w": -0.002007313562220725, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.011859521054037314, "ret_p1m": -0.10837439985755959, "ret_signed_p1m": -0.10837439985755959, "alpha_spy_p1m": -0.15189534340693556, "alpha_c_p1m": -0.10584123863615835, "bench_spy_p1m": 0.04352094354937597, "bench_c_p1m": -0.0025331612214012367, "ret_p3m": 0.09359608861983482, "ret_signed_p3m": 0.09359608861983482, "alpha_spy_p3m": 0.03448967742114206, "alpha_c_p3m": 0.01309034660968611, "bench_spy_p3m": 0.059106411198692754, "bench_c_p3m": 0.0805057420101487, "ret_p6m": -0.20197042975360557, "ret_signed_p6m": -0.20197042975360557, "alpha_spy_p6m": -0.21676625758291035, "alpha_c_p6m": -0.3695864717726567, "bench_spy_p6m": 0.014795827829304775, "bench_c_p6m": 0.16761604201905111, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10837439985755959, "alpha_spy_stated": -0.15189534340693556, "alpha_c_stated": -0.10584123863615835, "price_path": [0.064, 0.133, -0.197, -0.4877, -0.5517, -0.5714, -0.5419, -0.5665, -0.5616, -0.5862, -0.6355, -0.5961, -0.6108, -0.6305, -0.6158, -0.6108, -0.6059, -0.5813, -0.5567, -0.5714, -0.5665, -0.5714, -0.5567, -0.5517, -0.5616, -0.5813, -0.5813, -0.5714, -0.5567, -0.5665, -0.5567, -0.5616, -0.5517, -0.5567, -0.5567, -0.5764, -0.5665, -0.5813, -0.5813, -0.5961, -0.601, -0.5961, -0.5961, -0.5961, -0.5714, -0.5911, -0.5961, -0.5961, -0.5714, -0.5419, -0.5419, -0.4631, -0.4778, -0.4384, -0.3842, -0.4089, -0.4187, -0.399, -0.3498, -0.2562, -0.0739, -0.0394, -0.0345, 0.0, 0.3103, 0.3596, 0.3005, 0.1034, 0.0099, 0.0099, -0.0443, -0.0837, -0.069, 0.0049, -0.064, -0.0246, -0.0049, -0.0049, -0.0099, -0.0837, -0.1182, -0.1084, -0.1527, -0.133, -0.1084, -0.1084, -0.0985, -0.1478, -0.1626, -0.1773, -0.2217, -0.197, -0.2611, -0.2611, -0.2315, -0.1626, -0.1133, -0.1133, -0.0542, -0.0887, -0.0985, -0.0493, 0.0296, 0.0197, -0.0099, 0.0049, -0.0197, 0.0591, 0.0591, 0.0049, 0.0246, 0.0246, 0.064, 0.0887, 0.1429, 0.1429, 0.1034, 0.1034, 0.0739, -0.0099, -0.0148, -0.0296, -0.0296, -0.0394, 0.0197, 0.0837, 0.0936, 0.0493, 0.0837, 0.0197, 0.0493, 0.0443, -0.0049, -0.0591, -0.0591, 0.0148, 0.0049, 0.0591, 0.0493, 0.1823, 0.2365, 0.2118, 0.1133, 0.0049, -0.0099, 0.1084, 0.0148, -0.0936, -0.0394, 0.0296, 0.0148, 0.0837, 0.0985, 0.064, 0.064, 0.0, -0.3941, -0.3498, -0.3547, -0.3202, -0.2512, -0.2709, -0.2611, -0.2365, -0.2709, -0.3251, -0.33, -0.3498, -0.3596, -0.335, -0.3005, -0.335, -0.3448, -0.3547, -0.335, -0.3645, -0.3645, -0.3744, -0.4384, -0.4433, -0.3744, -0.3448, -0.3892, -0.3695, -0.3744, -0.3103, -0.2709, -0.266, -0.266, -0.202]}
{"unit_id": "orig:1976667901160825150", "ticker_idx": 1, "ts": "2025-10-10T15:15:27+00:00", "symbol": "UAMY", "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 an allocation to such a company you need to get on board in my opinion. I have 2.5% allocation.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long rare earth stocks NAK and UAMY on Trump China trade tensions; urges viewers to get an allocation.", "resolved_tickers": ["UAMY"], "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": "RARE EARTH STOCKS RISE ON TRUMP CHINA TWEET. \n\nIf you don’t have an allocation to such a company you need to get on board in my opinion. I have 2.5% allocation.\n\n$NAK\n$UAMY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10892710233831415, "ret_signed_m1d": -0.10892710233831415, "alpha_spy_m1d": -0.13670576231039833, "alpha_c_m1d": -0.12988276867856163, "bench_spy_m1d": 0.027778659972084174, "bench_c_m1d": 0.02095566634024748, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.3685502892929242, "ret_signed_p1d": 0.3685502892929242, "alpha_spy_p1d": 0.3532061711577559, "alpha_c_p1d": 0.3526608563720661, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": 0.015889432920858093, "ret_p1w": -0.08353812076797262, "ret_signed_p1w": -0.08353812076797262, "alpha_spy_p1w": -0.10094958927091868, "alpha_c_p1w": -0.09539764182200994, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.011859521054037314, "ret_p1m": -0.3718263675404567, "ret_signed_p1m": -0.3718263675404567, "alpha_spy_p1m": -0.4153473110898327, "alpha_c_p1m": -0.3692932063190555, "bench_spy_p1m": 0.04352094354937597, "bench_c_p1m": -0.0025331612214012367, "ret_p3m": -0.3579033474124613, "ret_signed_p3m": -0.3579033474124613, "alpha_spy_p3m": -0.4170097586111541, "alpha_c_p3m": -0.43840908942261003, "bench_spy_p3m": 0.059106411198692754, "bench_c_p3m": 0.0805057420101487, "ret_p6m": -0.32186734585565246, "ret_signed_p6m": -0.32186734585565246, "alpha_spy_p6m": -0.33666317368495724, "alpha_c_p6m": -0.4894833878747036, "bench_spy_p6m": 0.014795827829304775, "bench_c_p6m": 0.16761604201905111, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3718263675404567, "alpha_spy_stated": -0.4153473110898327, "alpha_c_stated": -0.3692932063190555, "price_path": [-0.7305, -0.6937, -0.6945, -0.683, -0.7109, -0.7084, -0.6945, -0.7052, -0.7256, -0.7265, -0.7486, -0.7609, -0.7494, -0.7576, -0.7093, -0.7183, -0.7215, -0.7117, -0.7019, -0.6896, -0.6871, -0.6716, -0.6618, -0.6503, -0.6323, -0.6511, -0.6396, -0.6282, -0.6134, -0.6052, -0.5954, -0.6241, -0.6257, -0.6274, -0.6274, -0.647, -0.647, -0.6249, -0.6306, -0.647, -0.6216, -0.6143, -0.6241, -0.5962, -0.5848, -0.5643, -0.5414, -0.5176, -0.4685, -0.4717, -0.4021, -0.4537, -0.4832, -0.4881, -0.4767, -0.4922, -0.3817, -0.3849, -0.3653, -0.3374, -0.2875, -0.2203, -0.1089, 0.0, 0.3686, 0.4308, 0.1269, 0.0287, -0.0835, 0.0999, 0.0147, 0.0737, -0.0393, -0.0164, -0.2162, -0.2514, -0.312, -0.317, -0.3391, -0.4234, -0.4292, -0.4791, -0.4218, -0.3186, -0.3718, -0.3391, -0.3759, -0.4111, -0.3956, -0.439, -0.4201, -0.448, -0.5184, -0.5192, -0.5184, -0.5258, -0.5258, -0.5258, -0.4996, -0.5512, -0.561, -0.5643, -0.4988, -0.4791, -0.4799, -0.4726, -0.5152, -0.5086, -0.5414, -0.5921, -0.5921, -0.6282, -0.6323, -0.6052, -0.5422, -0.5061, -0.4799, -0.4799, -0.4889, -0.5405, -0.5758, -0.5889, -0.5889, -0.5143, -0.4373, -0.4275, -0.3579, -0.3931, -0.3735, -0.2981, -0.3653, -0.2809, -0.321, -0.321, -0.321, -0.2408, -0.2539, -0.1654, -0.1114, -0.2219, -0.1884, -0.2056, -0.321, -0.3997, -0.3563, -0.2097, -0.3391, -0.3882, -0.2948, -0.326, -0.3325, -0.3374, -0.3948, -0.3759, -0.3759, -0.4062, -0.3898, -0.3694, -0.3948, -0.3661, -0.3145, -0.2506, -0.2703, -0.2678, -0.1278, -0.2146, -0.2072, -0.2416, -0.2162, -0.2138, -0.0803, -0.1392, -0.2072, -0.2449, -0.1007, -0.1564, -0.2351, -0.2539, -0.3317, -0.2678, -0.24, -0.1916, -0.2752, -0.2834, -0.3554, -0.285, -0.3202, -0.2883, -0.2883, -0.3219]}
{"unit_id": "thread:1995616042647965807", "ticker_idx": 0, "ts": "2025-12-01T22:08:35+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think this $IREN dip is an easy buying opportunity and people selling rn are retarded", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls IREN dip an easy buying opportunity; sellers are wrong.", "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": "Interesting https://t.co/5Iee6SOxpb\n\n---\n\nBefore I get clowned by the smooth brains on this. I think this $IREN dip is an easy buying opportunity and people selling rn are retarded", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1792315889596796, "ret_signed_m1d": 0.1792315889596796, "alpha_spy_m1d": 0.18108044124455402, "alpha_c_m1d": 0.17828536466425837, "bench_spy_m1d": -0.0018488522848744138, "bench_c_m1d": 0.0009462242954212385, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.05562946146251213, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.013436691902237508, "ret_p1w": 0.13910509166545215, "ret_signed_p1w": 0.13910509166545215, "alpha_spy_p1w": 0.13688962935485915, "alpha_c_p1w": 0.13077811326090805, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.008326978404544105, "ret_p1m": -0.08146883660357973, "ret_signed_p1m": -0.08146883660357973, "alpha_spy_p1m": -0.08499759354817582, "alpha_c_p1m": -0.12161683605056217, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.04014799944698244, "ret_p3m": -0.004134196822984215, "ret_signed_p3m": -0.004134196822984215, "alpha_spy_p3m": -0.013652422488250382, "alpha_c_p3m": 0.01914837210180864, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": -0.023282568924792857, "ret_p6m": 0.6498054012663645, "ret_signed_p6m": 0.6498054012663645, "alpha_spy_p6m": 0.5423955263815172, "alpha_c_p6m": 0.6682581999536199, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": -0.018452798687255356, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_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": -0.12161683605056217, "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": "quote:1995698082395422801", "ticker_idx": 0, "ts": "2025-12-02T03:34:35+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK $WDC", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author tags MU, SNDK, WDC in reaction to Morgan Stanley note flagging near-zero DDR5 DRAM replacement visibility — implied bullish on DRAM names.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "qct", "tweet_text": "$MU $SNDK $WDC", "reply_text": null, "parent_text": null, "quoted_text": "A few notable comments from a Morgan Stanley report on Asian semi checks. $MU $TSM $INTC $AMD\n\n\"For DDR5 mainstream DRAM, there is still some inventory on hand, but once that inventory runs out there is very little visibility on the ability to replace it at any price. In 30 years https://t.co/RnFJdov9UM", "parent_author": null, "ret_m1d": 0.004050237302700266, "ret_signed_m1d": 0.004050237302700266, "alpha_spy_m1d": 0.00589908958757468, "alpha_c_m1d": 0.022050933649977233, "bench_spy_m1d": -0.0018488522848744138, "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": -0.0222556130351107, "ret_signed_p1d": -0.0222556130351107, "alpha_spy_p1d": -0.025718362115470295, "alpha_c_p1d": -0.035999614108929934, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.013744001073819234, "ret_p1w": 0.05398968811380933, "ret_signed_p1w": 0.05398968811380933, "alpha_spy_p1w": 0.051774225803216334, "alpha_c_p1w": 0.02736419928244982, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.02662548883135951, "ret_p1m": 0.1922222333458803, "ret_signed_p1m": 0.1922222333458803, "alpha_spy_p1m": 0.1886934764012842, "alpha_c_p1m": 0.1871570223311927, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.005065211014687598, "ret_p3m": 0.7225628576845053, "ret_signed_p3m": 0.7225628576845053, "alpha_spy_p3m": 0.7130446320192392, "alpha_c_p3m": 0.5884492338408114, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.13411362384369396, "ret_p6m": 2.879807867358156, "ret_signed_p6m": 2.879807867358156, "alpha_spy_p6m": 2.7723979924733086, "alpha_c_p6m": 2.217862666890881, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.1922222333458803, "alpha_spy_stated": 0.1886934764012842, "alpha_c_stated": 0.1871570223311927, "price_path": [-0.4817, -0.4518, -0.4514, -0.4357, -0.4158, -0.3717, -0.3439, -0.3416, -0.3373, -0.3324, -0.2952, -0.3209, -0.3131, -0.3056, -0.3252, -0.3456, -0.3437, -0.3161, -0.3018, -0.2399, -0.2332, -0.2157, -0.2026, -0.2246, -0.1793, -0.1969, -0.2417, -0.1951, -0.2189, -0.1985, -0.1543, -0.155, -0.1366, -0.1553, -0.1713, -0.1369, -0.0855, -0.081, -0.0734, -0.0537, -0.0646, -0.0656, -0.02, -0.0896, -0.0083, -0.0048, -0.0066, 0.0577, 0.0068, 0.0226, -0.0106, 0.0306, 0.0103, -0.0459, -0.0567, -0.1592, -0.1341, -0.065, -0.0625, -0.0385, -0.0385, -0.0126, 0.0041, 0.0, -0.0223, -0.0536, -0.0095, 0.031, 0.054, 0.1011, 0.0792, 0.0069, -0.0083, -0.0291, -0.0583, 0.0378, 0.1104, 0.1549, 0.1536, 0.197, 0.197, 0.1892, 0.2297, 0.2224, 0.1922, 0.1922, 0.3176, 0.3039, 0.4346, 0.4184, 0.366, 0.4415, 0.4448, 0.4124, 0.3925, 0.4062, 0.5153, 0.5153, 0.5247, 0.6254, 0.6608, 0.6694, 0.6253, 0.7137, 0.8183, 0.8204, 0.733, 0.8288, 0.7521, 0.5848, 0.5994, 0.6487, 0.602, 0.5591, 0.7141, 0.7292, 0.7196, 0.7196, 0.67, 0.7584, 0.7434, 0.7886, 0.7585, 0.7461, 0.792, 0.7359, 0.7226, 0.7238, 0.586, 0.6741, 0.6586, 0.5468, 0.6263, 0.6839, 0.749, 0.6932, 0.78, 0.8455, 0.9286, 0.9288, 0.8558, 0.7665, 0.6891, 0.6522, 0.5961, 0.4848, 0.4922, 0.3448, 0.4118, 0.5372, 0.5305, 0.5305, 0.5787, 0.5779, 0.6997, 0.7615, 0.7576, 0.7826, 0.946, 0.9066, 0.9108, 0.9017, 0.8739, 0.878, 1.0372, 1.0131, 1.0758, 1.1921, 1.1074, 1.1666, 1.1612, 1.2659, 1.409, 1.6754, 1.7857, 1.7023, 2.1209, 2.3237, 2.2035, 2.3584, 2.2429, 2.0283, 1.8481, 1.92, 2.059, 2.1848, 2.1384, 2.1384, 2.7439, 2.8798]}
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{"unit_id": "orig:1883860150664245511", "ticker_idx": 0, "ts": "2025-01-27T12:50:35+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Their costs just became a lot lower. Very bullish.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL: as an AI end-user, lower AI costs reduce Planet Labs' expenses, making the DeepSeek news a net positive.", "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 - Planet labs - an end user of artificial intelligence - to observe data from its satellites should not be down from this deepshit news.\n\nTheir costs just became a lot lower. Very bullish.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05631067116171318, "ret_signed_m1d": 0.05631067116171318, "alpha_spy_m1d": 0.04196224780414415, "alpha_c_m1d": 0.04273097929460157, "bench_spy_m1d": 0.014348423357569029, "bench_c_m1d": 0.01357969186711161, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06019416253184051, "ret_signed_p1d": 0.06019416253184051, "alpha_spy_p1d": 0.051601639173743274, "alpha_c_p1d": 0.06680424044546784, "bench_spy_p1d": 0.008592523358097237, "bench_c_p1d": -0.0066100779136273324, "ret_p1w": 0.18834947033577576, "ret_signed_p1w": 0.18834947033577576, "alpha_spy_p1w": 0.19101881919466845, "alpha_c_p1w": 0.2041562075361587, "bench_spy_p1w": -0.002669348858892695, "bench_c_p1w": -0.015806737200382948, "ret_p1m": -0.14757285724430902, "ret_signed_p1m": -0.14757285724430902, "alpha_spy_p1m": -0.13901378878615833, "alpha_c_p1m": -0.11696503352556675, "bench_spy_p1m": -0.008559068458150687, "bench_c_p1m": -0.030607823718742266, "ret_p3m": -0.34951459367039883, "ret_signed_p3m": -0.34951459367039883, "alpha_spy_p3m": -0.26436617665165296, "alpha_c_p3m": -0.2793632801683793, "bench_spy_p3m": -0.08514841701874587, "bench_c_p3m": -0.07015131350201953, "ret_p6m": 0.28155335580856633, "ret_signed_p6m": 0.28155335580856633, "alpha_spy_p6m": 0.22608430309286232, "alpha_c_p6m": 0.18983770077367645, "bench_spy_p6m": 0.055469052715704015, "bench_c_p6m": 0.09171565503488988, "ret_p1y": 4.190291077136233, "ret_signed_p1y": 4.190291077136233, "alpha_spy_p1y": 4.024955822269451, "alpha_c_p1y": 3.993801838190681, "bench_spy_p1y": 0.1653352548667817, "bench_c_p1y": 0.1964892389455517, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14757285724430902, "alpha_spy_stated": -0.13901378878615833, "alpha_c_stated": -0.11696503352556675, "price_path": [-0.5437, -0.5709, -0.5592, -0.5709, -0.5495, -0.5204, -0.5087, -0.5126, -0.4932, -0.4893, -0.4175, -0.4175, -0.4311, -0.4078, -0.3825, -0.3903, -0.3553, -0.3184, -0.266, -0.2854, -0.2583, -0.2583, -0.2369, -0.1243, -0.1456, -0.1903, -0.2058, -0.1922, -0.2155, -0.2485, -0.233, -0.2447, -0.2214, -0.1592, -0.1845, -0.2485, -0.2466, -0.2155, -0.2194, -0.1961, -0.1961, -0.1223, -0.1495, -0.1825, -0.2155, -0.2155, -0.2291, -0.1806, -0.1534, -0.2019, -0.2466, -0.2466, -0.2796, -0.3068, -0.2757, -0.2563, -0.2602, -0.2583, -0.2583, -0.0932, -0.1379, -0.0796, 0.0563, 0.0, 0.0602, 0.0777, 0.1301, 0.1845, 0.1883, 0.2524, 0.2369, 0.2, 0.165, 0.2602, 0.2019, 0.1864, 0.2117, 0.1767, 0.1767, 0.2019, 0.0932, 0.0583, -0.035, -0.0932, -0.1476, -0.0932, -0.1282, -0.1029, -0.1748, -0.2039, -0.1495, -0.2291, -0.2272, -0.2932, -0.2563, -0.2233, -0.2291, -0.1922, -0.1903, -0.2, -0.1612, -0.1767, -0.2641, -0.2233, -0.2252, -0.2563, -0.2777, -0.3282, -0.3437, -0.334, -0.3049, -0.3495, -0.3845, -0.367, -0.4097, -0.299, -0.3476, -0.3845, -0.3903, -0.3631, -0.3806, -0.3728, -0.3728, -0.4252, -0.4097, -0.3961, -0.3495, -0.3417, -0.3379, -0.334, -0.3612, -0.3495, -0.3184, -0.3262, -0.3204, -0.3282, -0.299, -0.3087, -0.2738, -0.266, -0.2447, -0.2447, -0.2369, -0.2563, -0.2505, -0.2796, -0.2835, -0.2854, -0.2854, -0.2291, -0.2252, -0.235, -0.2544, -0.2641, -0.2544, -0.2252, 0.1573, 0.134, 0.132, 0.0854, 0.0544, 0.0602, 0.0427, 0.0369, -0.0097, -0.0078, -0.0078, -0.0233, 0.0291, 0.0816, 0.0524, 0.1767, 0.1786, 0.1845, 0.1961, 0.1922, 0.3301, 0.3301, 0.3262, 0.3456, 0.3301, 0.2816, 0.1922, 0.2039, 0.2485, 0.2524, 0.2874, 0.3184, 0.365, 0.2816]}
{"unit_id": "orig:1988946123545854146", "ticker_idx": 0, "ts": "2025-11-13T12:24:43+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "disciplined investors should feel very comfortable holding. Fundamentals drive outcomes in AI infrastructure, not short-term chart patterns, and $NBIS is executing on the metrics that actually matter", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS: dismisses weak-technicals bear case; fundamentals and AI infrastructure execution are what matter.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "The only argument I’ve seen against owning $NBIS right now is that the “technicals” don’t look great. If that’s the bear case, then disciplined investors should feel very comfortable holding. Fundamentals drive outcomes in AI infrastructure, not short-term chart patterns, and $NBIS is executing on the metrics that actually matter.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06465083532102467, "ret_signed_m1d": 0.06465083532102467, "alpha_spy_m1d": 0.047776831751502824, "alpha_c_m1d": 0.05026683113262531, "bench_spy_m1d": 0.016874003569521845, "bench_c_m1d": 0.014384004188399357, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.057429724648833114, "ret_signed_p1d": -0.057429724648833114, "alpha_spy_p1d": -0.05726617498000741, "alpha_c_p1d": -0.052069253107264735, "bench_spy_p1d": -0.0001635496688257021, "bench_c_p1d": -0.005360471541568379, "ret_p1w": -0.04501859401350328, "ret_signed_p1w": -0.04501859401350328, "alpha_spy_p1w": -0.015987703638483675, "alpha_c_p1w": -0.027507596507862275, "bench_spy_p1w": -0.029030890375019602, "bench_c_p1w": -0.017510997505641, "ret_p1m": -0.010605831446931169, "ret_signed_p1m": -0.010605831446931169, "alpha_spy_p1m": -0.025069263077949988, "alpha_c_p1m": -0.05188167553360279, "bench_spy_p1m": 0.01446343163101882, "bench_c_p1m": 0.04127584408667162, "ret_p3m": 0.03565388423824545, "ret_signed_p3m": 0.03565388423824545, "alpha_spy_p3m": 0.0027315007353339027, "alpha_c_p3m": -0.018224848892023138, "bench_spy_p3m": 0.032922383502911545, "bench_c_p3m": 0.053878733130268586, "ret_p6m": 0.9976306954576823, "ret_signed_p6m": 0.9976306954576823, "alpha_spy_p6m": 0.893797534434517, "alpha_c_p6m": 0.9461434959503641, "bench_spy_p6m": 0.10383316102316531, "bench_c_p6m": 0.05148719950731828, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.010605831446931169, "alpha_spy_stated": -0.025069263077949988, "alpha_c_stated": -0.05188167553360279, "price_path": [-0.1815, -0.2419, -0.2387, -0.2533, -0.2217, -0.21, -0.2048, -0.2091, -0.1872, -0.2292, -0.2292, -0.2585, -0.2593, -0.2676, -0.2613, -0.2772, 0.08, 0.0537, 0.0063, 0.0201, 0.0263, 0.009, 0.0615, 0.0619, 0.1205, 0.2028, 0.2163, 0.2776, 0.2179, 0.2152, 0.2436, 0.2667, 0.3044, 0.4202, 0.444, 0.4097, 0.328, 0.3765, 0.4966, 0.462, 0.5284, 0.4459, 0.4197, 0.3882, 0.2799, 0.2298, 0.1766, 0.1127, 0.1978, 0.323, 0.4152, 0.3746, 0.4115, 0.4011, 0.476, 0.3592, 0.2472, 0.3201, 0.2348, 0.2556, 0.2406, 0.1533, 0.0647, 0.0, -0.0574, -0.0299, 0.0216, 0.0727, -0.045, -0.0606, 0.0369, 0.0028, 0.0684, 0.0684, 0.0704, 0.13, 0.0882, 0.1161, 0.1599, 0.1062, 0.132, 0.0878, 0.056, 0.0637, -0.0106, -0.0845, -0.0867, -0.1487, -0.1189, 0.0094, 0.0519, 0.0158, 0.0282, 0.0282, -0.0117, -0.0292, -0.039, -0.0556, -0.0556, 0.0149, 0.0474, 0.131, 0.0855, 0.0978, 0.1049, 0.211, 0.1896, 0.1506, 0.1721, 0.2268, 0.2268, 0.1203, 0.1155, 0.0927, 0.0662, 0.0319, 0.1043, 0.1331, 0.0709, -0.0388, -0.0053, 0.0149, -0.0704, -0.1665, -0.0285, 0.048, 0.0357, -0.0002, 0.0124, 0.1058, 0.1058, 0.1003, 0.1486, 0.2141, 0.1048, 0.1352, 0.1574, 0.1973, 0.1833, 0.0289, 0.0269, -0.0206, 0.1032, 0.0792, 0.0079, 0.0712, 0.088, 0.2636, 0.219, 0.2744, 0.4651, 0.3125, 0.3377, 0.3711, 0.3271, 0.2879, 0.2965, 0.2985, 0.1956, 0.1375, 0.041, 0.1707, 0.1503, 0.2278, 0.2278, 0.2698, 0.3246, 0.4104, 0.5382, 0.6357, 0.7439, 0.8271, 0.8816, 0.8655, 0.773, 0.7958, 0.7663, 0.7617, 0.7723, 0.6604, 0.6356, 0.5289, 0.593, 0.5596, 0.7431, 0.9905, 0.9849, 1.2012, 1.0847, 0.9976]}
{"unit_id": "quote:1980696729960808542", "ticker_idx": 0, "ts": "2025-10-21T18:04:34+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The new @nebiusai white-paper on The Economics of AI Clusters is extremely interesting to read. I recommend all $NBIS investors read it at the link below.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses NBIS white-paper showing superior cost-per-token economics vs standard cloud; recommends investors read it as bullish fundamental case.", "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 @nebiusai white-paper on The Economics of AI Clusters is extremely interesting to read. I recommend all $NBIS investors read it at the link below.\n\nA 3,000-GPU LLM run that should take 72 hours in theory actually takes 190 hours on a standard cloud once interruptions, checkpointing, and setup are included. Average GPU utilization is roughly 50 percent, with about fifteen failures per cycle and an hour of downtime per event.\n\nOn $NBS infrastructure, the same workload completes in 152 hours. Utilization rises to 51.5 percent, interruptions fall 3.3×, and recovery time drops to twelve minutes. That translates to a 21 percent reduction in training time and roughly 40 GPU hours saved per cluster cycle, equal to hundreds of thousands of dollars per run.\n\nEven with a higher sticker price per GPU hour ($3.50 vs $2.80), $NBS reduces total training cost from $1.6 million to $1.5 million and frees up about $400,000 of compute capacity. On higher-end HGX B200 clusters, the gap is even larger.\n\nThe lesson is that the real metric in AI is not price per GPU hour, it is cost per token trained. $NBS is building an AI cloud where efficiency per watt, per hour, and per token defines the economics of intelligence.", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS just release a white-paper on the economics of AI Clusters. Will give it a read and share my thoughts.\n\nhttps://t.co/zCRUsYwARy https://t.co/U98QIbIKjD", "parent_author": null, "ret_m1d": 0.045262766359374096, "ret_signed_m1d": 0.045262766359374096, "alpha_spy_m1d": 0.045247823257297926, "alpha_c_m1d": 0.04877760927477581, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": -0.003514842915401717, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05427690927283124, "ret_signed_p1d": -0.05427690927283124, "alpha_spy_p1d": -0.049077993206952164, "alpha_c_p1d": -0.045618429211074285, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.008658480061756957, "ret_p1w": 0.16829692421555809, "ret_signed_p1w": 0.16829692421555809, "alpha_spy_p1w": 0.14480480926881656, "alpha_c_p1w": 0.16889703061515526, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": -0.0006001063995971778, "ret_p1m": -0.08831990019452474, "ret_signed_p1m": -0.08831990019452474, "alpha_spy_p1m": -0.07541941932916696, "alpha_c_p1m": -0.04151325093906122, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.04680664925546352, "ret_p3m": 0.042673615551673816, "ret_signed_p3m": 0.042673615551673816, "alpha_spy_p3m": 0.009284491581407206, "alpha_c_p3m": 0.052164905759314095, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": -0.00949129020764028, "ret_p6m": 0.5992520735008913, "ret_signed_p6m": 0.5992520735008913, "alpha_spy_p6m": 0.5506360201905036, "alpha_c_p6m": 0.5866874571284602, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.012564616372431114, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08831990019452474, "alpha_spy_stated": -0.07541941932916696, "alpha_c_stated": -0.04151325093906122, "price_path": [-0.4998, -0.5074, -0.4942, -0.5167, -0.5082, -0.478, -0.5013, -0.4805, -0.4709, -0.4717, -0.3737, -0.3404, -0.3264, -0.2776, -0.3227, -0.3435, -0.3132, -0.3044, -0.3557, -0.353, -0.3654, -0.3385, -0.3285, -0.3241, -0.3278, -0.3092, -0.3448, -0.3448, -0.3698, -0.3704, -0.3775, -0.3722, -0.3857, -0.0821, -0.1044, -0.1447, -0.133, -0.1277, -0.1424, -0.0978, -0.0974, -0.0477, 0.0222, 0.0338, 0.0858, 0.0351, 0.0328, 0.057, 0.0766, 0.1086, 0.207, 0.2273, 0.1981, 0.1287, 0.1699, 0.272, 0.2426, 0.299, 0.2289, 0.2067, 0.1799, 0.0878, 0.0453, 0.0, -0.0543, 0.018, 0.1245, 0.2028, 0.1683, 0.1997, 0.1908, 0.2545, 0.1553, 0.06, 0.122, 0.0495, 0.0671, 0.0544, -0.0198, -0.0951, -0.1501, -0.1989, -0.1755, -0.1318, -0.0883, -0.1883, -0.2016, -0.1187, -0.1477, -0.092, -0.092, -0.0902, -0.0396, -0.0751, -0.0514, -0.0142, -0.0598, -0.0379, -0.0755, -0.1025, -0.0959, -0.1591, -0.2219, -0.2237, -0.2765, -0.2512, -0.1421, -0.106, -0.1367, -0.1261, -0.1261, -0.16, -0.1749, -0.1833, -0.1973, -0.1973, -0.1374, -0.1098, -0.0387, -0.0774, -0.0669, -0.0609, 0.0292, 0.011, -0.0221, -0.0038, 0.0427, 0.0427, -0.0479, -0.0519, -0.0713, -0.0938, -0.1229, -0.0615, -0.0369, -0.0899, -0.1831, -0.1546, -0.1374, -0.2099, -0.2916, -0.1743, -0.1093, -0.1198, -0.1503, -0.1395, -0.0601, -0.0601, -0.0648, -0.0238, 0.0319, -0.061, -0.0352, -0.0163, 0.0176, 0.0058, -0.1255, -0.1273, -0.1676, -0.0623, -0.0828, -0.1434, -0.0896, -0.0753, 0.074, 0.0361, 0.0831, 0.2452, 0.1156, 0.1369, 0.1653, 0.1279, 0.0946, 0.1019, 0.1037, 0.0162, -0.0332, -0.1153, -0.005, -0.0223, 0.0435, 0.0435, 0.0792, 0.1258, 0.1987, 0.3073, 0.3902, 0.4822, 0.5529, 0.5993]}
{"unit_id": "orig:2000032722555687201", "ticker_idx": 0, "ts": "2025-12-14T02:38:54+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CLEAN ENERGY RALLY NOT OVER", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author tags clean energy names alongside Bloomberg thesis that the sector rally has further to run on AI/data center demand, compressed valuations, and structural tailwinds.", "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 $TE $EOSE $BE\n\nBLOOMBERG: CLEAN ENERGY RALLY NOT OVER \n\nClean energy equities have delivered a strong rebound in 2025, supported by rising power demand tied to AI, data centers, and grid investment. 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{"unit_id": "orig:2000032722555687201", "ticker_idx": 1, "ts": "2025-12-14T02:38:54+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CLEAN ENERGY RALLY NOT OVER", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author tags clean energy names alongside Bloomberg thesis that the sector rally has further to run on AI/data center demand, compressed valuations, and structural tailwinds.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $TE $EOSE $BE\n\nBLOOMBERG: CLEAN ENERGY RALLY NOT OVER \n\nClean energy equities have delivered a strong rebound in 2025, supported by rising power demand tied to AI, data centers, and grid investment. 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{"unit_id": "orig:2000032722555687201", "ticker_idx": 2, "ts": "2025-12-14T02:38:54+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CLEAN ENERGY RALLY NOT OVER", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author tags clean energy names alongside Bloomberg thesis that the sector rally has further to run on AI/data center demand, compressed valuations, and structural tailwinds.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $TE $EOSE $BE\n\nBLOOMBERG: CLEAN ENERGY RALLY NOT OVER \n\nClean energy equities have delivered a strong rebound in 2025, supported by rising power demand tied to AI, data centers, and grid investment. 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{"unit_id": "orig:2000032722555687201", "ticker_idx": 3, "ts": "2025-12-14T02:38:54+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CLEAN ENERGY RALLY NOT OVER", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author tags clean energy names alongside Bloomberg thesis that the sector rally has further to run on AI/data center demand, compressed valuations, and structural tailwinds.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $TE $EOSE $BE\n\nBLOOMBERG: CLEAN ENERGY RALLY NOT OVER \n\nClean energy equities have delivered a strong rebound in 2025, supported by rising power demand tied to AI, data centers, and grid investment. 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{"unit_id": "orig:1975316786297118885", "ticker_idx": 0, "ts": "2025-10-06T21:46:36+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "MAKE SURE YOU OWN ENOUGH $NAK", "tweet_type": "prediction", "timeline": "weeks", "summary": "Decisive buy instruction on NAK; own enough of it.", "resolved_tickers": ["NAK"], "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": "IT’S NAK-TOBER. MAKE SURE YOU OWN ENOUGH $NAK https://t.co/Kzr58wUSj2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.19680851367384455, "ret_signed_m1d": -0.19680851367384455, "alpha_spy_m1d": -0.2005298243742707, "alpha_c_m1d": -0.2008344883960288, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.004025974722184245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037234070547677245, "ret_signed_p1d": 0.037234070547677245, "alpha_spy_p1d": 0.03127101527810594, "alpha_c_p1d": 0.03186607542982656, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": 0.005367995117850688, "ret_p1w": 0.4680851050338468, "ret_signed_p1w": 0.4680851050338468, "alpha_spy_p1w": 0.47838219367224677, "alpha_c_p1w": 0.4715519117965713, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.0034668067627244836, "ret_p1m": -0.037234070547677245, "ret_signed_p1m": -0.037234070547677245, "alpha_spy_p1m": -0.04987766075301758, "alpha_c_p1m": 0.00973525986360646, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.046969330411283705, "ret_p3m": 0.037234070547677245, "ret_signed_p3m": 0.037234070547677245, "alpha_spy_p3m": 0.013219425537779994, "alpha_c_p3m": 0.0003726499549747686, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.036861420592702476, "ret_p6m": -0.2127659453046219, "ret_signed_p6m": -0.2127659453046219, "alpha_spy_p6m": -0.19759816211904901, "alpha_c_p6m": -0.3522433761721112, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": 0.13947743086748932, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.037234070547677245, "alpha_spy_stated": -0.04987766075301758, "alpha_c_stated": 0.00973525986360646, "price_path": [0.1596, 0.1489, 0.1543, 0.1489, 0.2234, -0.133, -0.4468, -0.516, -0.5372, -0.5053, -0.5319, -0.5266, -0.5532, -0.6064, -0.5638, -0.5798, -0.6011, -0.5851, -0.5798, -0.5745, -0.5479, -0.5213, -0.5372, -0.5319, -0.5372, -0.5213, -0.516, -0.5266, -0.5479, -0.5479, -0.5372, -0.5213, -0.5319, -0.5213, -0.5266, -0.516, -0.5213, -0.5213, -0.5426, -0.5319, -0.5479, -0.5479, -0.5638, -0.5691, -0.5638, -0.5638, -0.5638, -0.5372, -0.5585, -0.5638, -0.5638, -0.5372, -0.5053, -0.5053, -0.4202, -0.4362, -0.3936, -0.3351, -0.3617, -0.3723, -0.3511, -0.2979, -0.1968, 0.0, 0.0372, 0.0426, 0.0798, 0.4149, 0.4681, 0.4043, 0.1915, 0.0904, 0.0904, 0.0319, -0.0106, 0.0053, 0.0851, 0.0106, 0.0532, 0.0745, 0.0745, 0.0691, -0.0106, -0.0479, -0.0372, -0.0851, -0.0638, -0.0372, -0.0372, -0.0266, -0.0798, -0.0957, -0.1117, -0.1596, -0.133, -0.2021, -0.2021, -0.1702, -0.0957, -0.0426, -0.0426, 0.0213, -0.016, -0.0266, 0.0266, 0.1117, 0.1011, 0.0691, 0.0851, 0.0585, 0.1436, 0.1436, 0.0851, 0.1064, 0.1064, 0.1489, 0.1755, 0.234, 0.234, 0.1915, 0.1915, 0.1596, 0.0691, 0.0638, 0.0479, 0.0479, 0.0372, 0.1011, 0.1702, 0.1809, 0.133, 0.1702, 0.1011, 0.133, 0.1277, 0.0745, 0.016, 0.016, 0.0957, 0.0851, 0.1436, 0.133, 0.2766, 0.3351, 0.3085, 0.2021, 0.0851, 0.0691, 0.1968, 0.0957, -0.0213, 0.0372, 0.1117, 0.0957, 0.1702, 0.1862, 0.1489, 0.1489, 0.0798, -0.3457, -0.2979, -0.3032, -0.266, -0.1915, -0.2128, -0.2021, -0.1755, -0.2128, -0.2713, -0.2766, -0.2979, -0.3085, -0.2819, -0.2447, -0.2819, -0.2926, -0.3032, -0.2819, -0.3138, -0.3138, -0.3245, -0.3936, -0.3989, -0.3245, -0.2926, -0.3404, -0.3191, -0.3245, -0.2553, -0.2128]}
{"unit_id": "quote:1980802371614572680", "ticker_idx": 0, "ts": "2025-10-22T01:04:21+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is your sign to go all in", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive buy instruction on NBIS; endorses thesis that institutions are accumulating toward 65-80% ownership.", "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 is your sign to go all in", "reply_text": null, "parent_text": null, "quoted_text": "Nebius is playing out exactly how institutions wanted:\n\nRetail panic.\n\nCapitulation.\n\nLiquidity.\n\nI’ve been saying this for weeks: $NBIS Institutional ownership is ~38%. Every trick in the book will be used to get that number to 65-80% like $HOOD:\n\nHere's what and why this is https://t.co/sebk4BMtCP", "parent_author": null, "ret_m1d": 0.05739196790796086, "ret_signed_m1d": 0.05739196790796086, "alpha_spy_m1d": 0.052165881859361996, "alpha_c_m1d": 0.048657863779752564, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.008734104128208298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07645508725955352, "ret_signed_p1d": 0.07645508725955352, "alpha_spy_p1d": 0.07052512455358917, "alpha_c_p1d": 0.07982753952125954, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": -0.003372452261706016, "ret_p1w": 0.2685053233630823, "ret_signed_p1w": 0.2685053233630823, "alpha_spy_p1w": 0.23917012555835182, "alpha_c_p1w": 0.2628843698747365, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.005620953488345792, "ret_p1m": -0.14175626614873638, "ret_signed_p1m": -0.14175626614873638, "alpha_spy_p1m": -0.11889022747864852, "alpha_c_p1m": -0.09272482594359055, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.049031440205145826, "ret_p3m": 0.10251470623389292, "ret_signed_p3m": 0.10251470623389292, "alpha_spy_p3m": 0.06372500178007146, "alpha_c_p3m": 0.10335479023030947, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": -0.0008400839964165518, "ret_p6m": 0.6765361157285201, "ret_signed_p6m": 0.6765361157285201, "alpha_spy_p6m": 0.6198496238477531, "alpha_c_p6m": 0.6423339322291173, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.03420218349940285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14175626614873638, "alpha_spy_stated": -0.11889022747864852, "alpha_c_stated": -0.09272482594359055, "price_path": [-0.4791, -0.4651, -0.4889, -0.4799, -0.4481, -0.4727, -0.4507, -0.4406, -0.4414, -0.3378, -0.3026, -0.2878, -0.2362, -0.2838, -0.3058, -0.2738, -0.2644, -0.3187, -0.3159, -0.3289, -0.3005, -0.29, -0.2853, -0.2892, -0.2695, -0.3072, -0.3072, -0.3336, -0.3343, -0.3418, -0.3361, -0.3504, -0.0294, -0.053, -0.0956, -0.0832, -0.0777, -0.0932, -0.046, -0.0456, 0.007, 0.0809, 0.0931, 0.1481, 0.0945, 0.0921, 0.1176, 0.1384, 0.1723, 0.2763, 0.2977, 0.2669, 0.1935, 0.2371, 0.345, 0.3139, 0.3736, 0.2994, 0.2759, 0.2476, 0.1503, 0.1053, 0.0574, 0.0, 0.0765, 0.189, 0.2719, 0.2353, 0.2685, 0.2592, 0.3265, 0.2216, 0.1209, 0.1864, 0.1097, 0.1284, 0.1149, 0.0365, -0.0432, -0.1013, -0.1529, -0.1282, -0.0819, -0.036, -0.1418, -0.1557, -0.0681, -0.0988, -0.0398, -0.0398, -0.038, 0.0155, -0.022, 0.003, 0.0424, -0.0059, 0.0173, -0.0224, -0.051, -0.044, -0.1108, -0.1772, -0.1792, -0.2349, -0.2082, -0.0929, -0.0547, -0.0871, -0.0759, -0.0759, -0.1118, -0.1276, -0.1364, -0.1512, -0.1512, -0.0879, -0.0587, 0.0164, -0.0244, -0.0134, -0.007, 0.0883, 0.0691, 0.0341, 0.0534, 0.1025, 0.1025, 0.0068, 0.0025, -0.0179, -0.0418, -0.0726, -0.0076, 0.0184, -0.0376, -0.1362, -0.1061, -0.0879, -0.1646, -0.251, -0.127, -0.0582, -0.0693, -0.1015, -0.0901, -0.0062, -0.0062, -0.0112, 0.0322, 0.0912, -0.0071, 0.0202, 0.0402, 0.076, 0.0635, -0.0753, -0.0772, -0.1199, -0.0085, -0.0301, -0.0942, -0.0373, -0.0222, 0.1356, 0.0955, 0.1453, 0.3167, 0.1796, 0.2022, 0.2322, 0.1927, 0.1575, 0.1652, 0.167, 0.0745, 0.0223, -0.0645, 0.0521, 0.0338, 0.1034, 0.1034, 0.1411, 0.1904, 0.2675, 0.3824, 0.47, 0.5672, 0.6421, 0.691, 0.6765]}
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{"unit_id": "reply:1961963419977839038", "ticker_idx": 0, "ts": "2025-08-31T01:25:05+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $nbis", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses long position in NBIS on data center expansion milestone news.", "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": "@mvcinvesting Long $nbis", "reply_text": null, "parent_text": "🚨 JUST IN: Phase 1 of $NBIS' New Jersey data center is about to be completed (50 MWs).\n\nNext milestone: an additional 300 MW within the next 6-9 months.\n\n\"And in about 45 days, we’ll unveil at least one innovation that will change this industry forever, and many others.\"\n\n— https://t.co/wLGQUj0Npw", "quoted_text": null, "parent_author": "mvcinvesting", "ret_m1d": 0.03956175328405265, "ret_signed_m1d": 0.03956175328405265, "alpha_spy_m1d": 0.03209617952872934, "alpha_c_m1d": 0.03785314617399904, "bench_spy_m1d": 0.007465573755323307, "bench_c_m1d": 0.001708607110053606, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001065120108399653, "ret_signed_p1d": -0.001065120108399653, "alpha_spy_p1d": -0.00648466574905282, "alpha_c_p1d": -0.017791809872825914, "bench_spy_p1d": 0.005419545640653167, "bench_c_p1d": 0.01672668976442626, "ret_p1w": 0.4564820365607265, "ret_signed_p1w": 0.4564820365607265, "alpha_spy_p1w": 0.4407699902473168, "alpha_c_p1w": 0.4180827000510634, "bench_spy_p1w": 0.015712046313409722, "bench_c_p1w": 0.038399336509663096, "ret_p1m": 0.7591296175133375, "ret_signed_p1m": 0.7591296175133375, "alpha_spy_p1m": 0.712222485676955, "alpha_c_p1m": 0.7059188790906374, "bench_spy_p1m": 0.04690713183638251, "bench_c_p1m": 0.05321073842270008, "ret_p3m": 0.4435484020760496, "ret_signed_p3m": 0.4435484020760496, "alpha_spy_p3m": 0.37324273927782947, "alpha_c_p3m": 0.4022494910786125, "bench_spy_p3m": 0.07030566279822015, "bench_c_p3m": 0.0412989109974371, "ret_p6m": 0.6147291657863221, "ret_signed_p6m": 0.6147291657863221, "alpha_spy_p6m": 0.52592982998403, "alpha_c_p6m": 0.5600099705782029, "bench_spy_p6m": 0.08879933580229205, "bench_c_p6m": 0.05471919520811919, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7591296175133375, "alpha_spy_stated": 0.712222485676955, "alpha_c_stated": 0.7059188790906374, "price_path": [-0.2955, -0.2654, -0.1999, -0.201, -0.2305, -0.2349, -0.2829, -0.2322, -0.2646, -0.2648, -0.2648, -0.2701, -0.2775, -0.2237, -0.2617, -0.1996, -0.2112, -0.1581, -0.2345, -0.2397, -0.2354, -0.2354, -0.2721, -0.2833, -0.2993, -0.2935, -0.3259, -0.2095, -0.1855, -0.1888, -0.183, -0.1967, -0.2031, -0.2238, -0.2106, -0.2063, -0.2184, -0.1974, -0.2331, -0.2196, -0.1718, -0.2088, -0.1757, -0.1605, -0.1617, -0.0062, 0.0466, 0.0688, 0.1462, 0.0747, 0.0417, 0.0898, 0.1038, 0.0224, 0.0266, 0.007, 0.0496, 0.0654, 0.0724, 0.0666, 0.0962, 0.0396, 0.0396, 0.0, -0.0011, -0.0123, -0.0038, -0.0253, 0.4565, 0.421, 0.3571, 0.3757, 0.3841, 0.3608, 0.4315, 0.4321, 0.5111, 0.622, 0.6403, 0.7229, 0.6424, 0.6388, 0.6771, 0.7083, 0.7591, 0.9152, 0.9474, 0.9011, 0.7909, 0.8564, 1.0183, 0.9717, 1.0612, 0.9499, 0.9146, 0.8722, 0.7261, 0.6586, 0.5867, 0.5006, 0.6153, 0.7842, 0.9086, 0.8538, 0.9035, 0.8895, 0.9906, 0.8331, 0.682, 0.7803, 0.6652, 0.6932, 0.673, 0.5554, 0.4358, 0.3486, 0.2712, 0.3083, 0.3777, 0.4466, 0.2879, 0.2669, 0.3984, 0.3524, 0.4408, 0.4408, 0.4435, 0.5239, 0.4676, 0.5052, 0.5642, 0.4918, 0.5266, 0.467, 0.4241, 0.4346, 0.3343, 0.2346, 0.2317, 0.1481, 0.1882, 0.3612, 0.4186, 0.3699, 0.3866, 0.3866, 0.3328, 0.3092, 0.296, 0.2737, 0.2737, 0.3687, 0.4125, 0.5253, 0.4639, 0.4805, 0.4901, 0.6331, 0.6042, 0.5517, 0.5807, 0.6544, 0.6544, 0.5108, 0.5044, 0.4737, 0.4379, 0.3917, 0.4892, 0.5281, 0.4442, 0.2963, 0.3414, 0.3687, 0.2537, 0.124, 0.3101, 0.4133, 0.3967, 0.3483, 0.3653, 0.4913, 0.4913, 0.4839, 0.549, 0.6374, 0.49, 0.5309, 0.5609, 0.6147]}
{"unit_id": "orig:1988992719209840765", "ticker_idx": 0, "ts": "2025-11-13T15:29:52+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "keep that same energy when it hits $200", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS with a $200 price target implied.", "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": "Everyone tagging me in my buy the dip posts for $NBIS please keep that same energy when it hits $200", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06465083532102467, "ret_signed_m1d": 0.06465083532102467, "alpha_spy_m1d": 0.047776831751502824, "alpha_c_m1d": 0.05026683113262531, "bench_spy_m1d": 0.016874003569521845, "bench_c_m1d": 0.014384004188399357, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.057429724648833114, "ret_signed_p1d": -0.057429724648833114, "alpha_spy_p1d": -0.05726617498000741, "alpha_c_p1d": -0.052069253107264735, "bench_spy_p1d": -0.0001635496688257021, "bench_c_p1d": -0.005360471541568379, "ret_p1w": -0.04501859401350328, "ret_signed_p1w": -0.04501859401350328, "alpha_spy_p1w": -0.015987703638483675, "alpha_c_p1w": -0.027507596507862275, "bench_spy_p1w": -0.029030890375019602, "bench_c_p1w": -0.017510997505641, "ret_p1m": -0.010605831446931169, "ret_signed_p1m": -0.010605831446931169, "alpha_spy_p1m": -0.025069263077949988, "alpha_c_p1m": -0.05188167553360279, "bench_spy_p1m": 0.01446343163101882, "bench_c_p1m": 0.04127584408667162, "ret_p3m": 0.03565388423824545, "ret_signed_p3m": 0.03565388423824545, "alpha_spy_p3m": 0.0027315007353339027, "alpha_c_p3m": -0.018224848892023138, "bench_spy_p3m": 0.032922383502911545, "bench_c_p3m": 0.053878733130268586, "ret_p6m": 0.9976306954576823, "ret_signed_p6m": 0.9976306954576823, "alpha_spy_p6m": 0.893797534434517, "alpha_c_p6m": 0.9461434959503641, "bench_spy_p6m": 0.10383316102316531, "bench_c_p6m": 0.05148719950731828, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.010605831446931169, "alpha_spy_stated": -0.025069263077949988, "alpha_c_stated": -0.05188167553360279, "price_path": [-0.1815, -0.2419, -0.2387, -0.2533, -0.2217, -0.21, -0.2048, -0.2091, -0.1872, -0.2292, -0.2292, -0.2585, -0.2593, -0.2676, -0.2613, -0.2772, 0.08, 0.0537, 0.0063, 0.0201, 0.0263, 0.009, 0.0615, 0.0619, 0.1205, 0.2028, 0.2163, 0.2776, 0.2179, 0.2152, 0.2436, 0.2667, 0.3044, 0.4202, 0.444, 0.4097, 0.328, 0.3765, 0.4966, 0.462, 0.5284, 0.4459, 0.4197, 0.3882, 0.2799, 0.2298, 0.1766, 0.1127, 0.1978, 0.323, 0.4152, 0.3746, 0.4115, 0.4011, 0.476, 0.3592, 0.2472, 0.3201, 0.2348, 0.2556, 0.2406, 0.1533, 0.0647, 0.0, -0.0574, -0.0299, 0.0216, 0.0727, -0.045, -0.0606, 0.0369, 0.0028, 0.0684, 0.0684, 0.0704, 0.13, 0.0882, 0.1161, 0.1599, 0.1062, 0.132, 0.0878, 0.056, 0.0637, -0.0106, -0.0845, -0.0867, -0.1487, -0.1189, 0.0094, 0.0519, 0.0158, 0.0282, 0.0282, -0.0117, -0.0292, -0.039, -0.0556, -0.0556, 0.0149, 0.0474, 0.131, 0.0855, 0.0978, 0.1049, 0.211, 0.1896, 0.1506, 0.1721, 0.2268, 0.2268, 0.1203, 0.1155, 0.0927, 0.0662, 0.0319, 0.1043, 0.1331, 0.0709, -0.0388, -0.0053, 0.0149, -0.0704, -0.1665, -0.0285, 0.048, 0.0357, -0.0002, 0.0124, 0.1058, 0.1058, 0.1003, 0.1486, 0.2141, 0.1048, 0.1352, 0.1574, 0.1973, 0.1833, 0.0289, 0.0269, -0.0206, 0.1032, 0.0792, 0.0079, 0.0712, 0.088, 0.2636, 0.219, 0.2744, 0.4651, 0.3125, 0.3377, 0.3711, 0.3271, 0.2879, 0.2965, 0.2985, 0.1956, 0.1375, 0.041, 0.1707, 0.1503, 0.2278, 0.2278, 0.2698, 0.3246, 0.4104, 0.5382, 0.6357, 0.7439, 0.8271, 0.8816, 0.8655, 0.773, 0.7958, 0.7663, 0.7617, 0.7723, 0.6604, 0.6356, 0.5289, 0.593, 0.5596, 0.7431, 0.9905, 0.9849, 1.2012, 1.0847, 0.9976]}
{"unit_id": "orig:1975601113270202837", "ticker_idx": 0, "ts": "2025-10-07T16:36:24+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS GROSS MARGINS ARE GREATER THAN 70% THANKS TO THEIR FULL STACK APPROACH. LET THAT SINK IN.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: >70% gross margins via full-stack approach presented as a compelling fundamental.", "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": "A FRIENDLY REMINDER THAT $NBIS GROSS MARGINS ARE GREATER THAN 70% THANKS TO THEIR FULL STACK APPROACH.\n\nLET THAT SINK IN.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763492888399302, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877438838053804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.016799547268621873, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.02274684519888437, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005947297930262496, "alpha_spy_stated": -0.018590888135602834, "alpha_c_stated": 0.016799547268621873, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
{"unit_id": "orig:1972867340040589407", "ticker_idx": 0, "ts": "2025-09-30T03:33:22+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS is positioning itself as the AWS of AI with superior economics per MW, blue-chip contracts, global diversification, and hyperscaler-like visibility. At 1 GW, the math is clear: multi-billion ARR, sticky enterprise demand, and durable infrastructure moats.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long NBIS as the AWS of AI on superior MW economics, MSFT contract, NVDA partnership, and path to $8B ARR at 1GW; competitors IREN and CIFR framed as inferior lower-margin bare-metal businesses.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS - Look at this map. From New Jersey to London to Finland to Israel @nebiusai is building a global AI compute fabric. Each site is a node in their march to 1 GW of power by 2026.\n\nBy end-2025 management expects ~220 MW connected, and by 2026 over 1,000 MW. The economics are straightforward: at ~$8M ARR per MW, 1 GW implies ~$8B in ARR. No one comes close in efficiency. \n\nWhy does $NBIS command a premium? Yield. Competitors like $IREN and $CIFR lease bare-metal, earning ~$1–2M ARR per MW. $NBIS runs a vertically integrated stack: GPUs, orchestration, networking, privacy layers, SLAs, and customer interfaces. Full-stack control drives higher utilization, enterprise stickiness, and significantly higher margins.\n\nThe customer roster proves this isn’t theoretical. $NBIS signed a multi-year, multi-billion $MSFT contract to supply dedicated AI cloud capacity. $NET and $SHOP rely on Nebius infrastructure for workloads. The governenment of Israel chose $NBIS to build its national AI supercomputer.\n\nThey are also a Preferred $NVDA partner, with early access to Grace-Blackwell chips coming online Q4 2025 and just became one of the first cloud providers to earn NVIDIA Exemplar Status on H200 GPUs, hitting a 97%+ benchmark performance and passed $NVDA strict reference architecture tests, showing their clusters are tuned for scale, resiliency, and reliability.\n\nScaling to 1 GW suggests the ability to quadruple+ revenue in just 12 months, while the $MSFT contract allows them to continue maintaining operating leverage. Positive adjusted EBITDA from core infra in Q2 confirms the model scales profitably. \n\nThis isn’t a hosting business. $NBIS is positioning itself as the AWS of AI with superior economics per MW, blue-chip contracts, global diversification, and hyperscaler-like visibility. At 1 GW, the math is clear: multi-billion ARR, sticky enterprise demand, and durable infrastructure moats.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018259512636138342, "ret_signed_m1d": -0.018259512636138342, "alpha_spy_m1d": -0.014506813677643282, "alpha_c_m1d": -0.019780155586949122, "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": 0.02974974674581876, "ret_signed_p1d": 0.02974974674581876, "alpha_spy_p1d": 0.026342174521167383, "alpha_c_p1d": 0.04377359848674067, "bench_spy_p1d": 0.0034075722246513784, "bench_c_p1d": -0.014023851740921911, "ret_p1w": 0.04836555150561783, "ret_signed_p1w": 0.04836555150561783, "alpha_spy_p1w": 0.04395234501313361, "alpha_c_p1w": 0.0678807186849647, "bench_spy_p1w": 0.004413206492484223, "bench_c_p1w": -0.01951516717934687, "ret_p1m": 0.11427809935582678, "ret_signed_p1m": 0.11427809935582678, "alpha_spy_p1m": 0.08243978864402979, "alpha_c_p1m": 0.13185013966115722, "bench_spy_p1m": 0.03183831071179699, "bench_c_p1m": -0.01757204030533044, "ret_p3m": -0.2198272115714005, "ret_signed_p3m": -0.2198272115714005, "alpha_spy_p3m": -0.25911059692470595, "alpha_c_p3m": -0.21967443836702705, "bench_spy_p3m": 0.039283385353305444, "bench_c_p3m": -0.00015277320437345754, "ret_p6m": 0.025118017094003076, "ret_signed_p6m": 0.025118017094003076, "alpha_spy_p6m": 0.033554314929875595, "alpha_c_p6m": 0.07760136861942302, "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": 63, "stated_label": "p3m", "ret_signed_stated": -0.2198272115714005, "alpha_spy_stated": -0.25911059692470595, "alpha_c_stated": -0.21967443836702705, "price_path": [-0.5524, -0.5524, -0.5739, -0.5805, -0.5898, -0.5864, -0.6054, -0.5373, -0.5232, -0.5252, -0.5218, -0.5298, -0.5335, -0.5456, -0.5379, -0.5354, -0.5424, -0.5302, -0.5511, -0.5432, -0.5152, -0.5368, -0.5175, -0.5086, -0.5093, -0.4183, -0.3874, -0.3744, -0.329, -0.3709, -0.3902, -0.3621, -0.3539, -0.4015, -0.399, -0.4105, -0.3856, -0.3763, -0.3722, -0.3756, -0.3583, -0.3915, -0.3915, -0.4146, -0.4152, -0.4218, -0.4169, -0.4294, -0.1474, -0.1682, -0.2056, -0.1947, -0.1898, -0.2034, -0.162, -0.1617, -0.1154, -0.0505, -0.0398, 0.0086, -0.0386, -0.0407, -0.0183, 0.0, 0.0297, 0.1211, 0.1399, 0.1129, 0.0484, 0.0867, 0.1814, 0.1542, 0.2066, 0.1414, 0.1208, 0.0959, 0.0104, -0.0291, -0.0712, -0.1216, -0.0544, 0.0444, 0.1172, 0.0852, 0.1143, 0.1061, 0.1652, 0.073, -0.0154, 0.0421, -0.0252, -0.0088, -0.0207, -0.0895, -0.1595, -0.2106, -0.2559, -0.2342, -0.1936, -0.1532, -0.2461, -0.2584, -0.1814, -0.2083, -0.1566, -0.1566, -0.155, -0.108, -0.1409, -0.1189, -0.0844, -0.1267, -0.1064, -0.1413, -0.1664, -0.1602, -0.2189, -0.2773, -0.279, -0.328, -0.3044, -0.2032, -0.1696, -0.1981, -0.1883, -0.1883, -0.2198, -0.2336, -0.2414, -0.2544, -0.2544, -0.1988, -0.1732, -0.1072, -0.143, -0.1333, -0.1277, -0.044, -0.0609, -0.0917, -0.0747, -0.0315, -0.0315, -0.1156, -0.1194, -0.1373, -0.1583, -0.1854, -0.1283, -0.1055, -0.1546, -0.2412, -0.2148, -0.1988, -0.2661, -0.342, -0.2331, -0.1727, -0.1824, -0.2107, -0.2008, -0.127, -0.127, -0.1314, -0.0933, -0.0415, -0.1278, -0.1039, -0.0863, -0.0548, -0.0658, -0.1878, -0.1894, -0.2269, -0.1291, -0.148, -0.2043, -0.1544, -0.1411, -0.0024, -0.0377, 0.0061, 0.1566, 0.0362, 0.056, 0.0824, 0.0477, 0.0167, 0.0235, 0.0251]}
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{"unit_id": "orig:1980805119269826984", "ticker_idx": 0, "ts": "2025-10-22T01:15:16+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NBIS remains one of the most asymmetric AI infrastructure bets in public markets. Buy the dip.", "tweet_type": "analysis", "timeline": "months", "summary": "Long NBIS: hyperscaler capex surge underpriced, multi-billion MSFT deal ignored, stock ~40% below highs; buy the dip into NVIDIA GTC catalyst.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS \n\nNewly released data-centre capex numbers are impossible to ignore. With top-4 U.S. hyperscalers now projecting ~60% Y/Y growth in 2025 (up from ~40% just four months ago) and incremental spend of over $100 B+ in just one year, the infrastructure tailwind is shifting into overdrive.\n\nThis is massively bullish for $NBIS, which recently signed a multi-billion-dollar AI infrastructure deal with Microsoft. Yet the stock trades only marginally higher than when the news broke and remains ~40% below its highs as the market reflects of broader market fears around “AI overspending.”\n\nMy view: there’s no overspending. There’s underestimation. The scale of compute required for inference, retraining, and model deployment will dwarf most projections. Capex isn’t peaking, it’s compounding.\n\nThe next catalyst: NVIDIA’s GTC conference next week, where we’ll see the next generation of GPU architectures and networking systems unveiled. Every watt of that innovation drives demand for the kind of infrastructure Nebius builds.\n\nThe market is still mispricing the magnitude of this shift. NBIS remains one of the most asymmetric AI infrastructure bets in public markets. 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{"unit_id": "orig:1988223107522589071", "ticker_idx": 0, "ts": "2025-11-11T12:31:42+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS TAKES THE CROWN FROM $CRWV", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NBIS displacing CRWV as top pick/leader; bullish NBIS, bearish CRWV.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "BREAKING: $NBIS TAKES THE CROWN FROM $CRWV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07562116645693662, "ret_signed_m1d": 0.07562116645693662, "alpha_spy_m1d": 0.07790511512197362, "alpha_c_m1d": 0.08367728376365802, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.0080561173067214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07689298098696984, "ret_signed_p1d": -0.07689298098696984, "alpha_spy_p1d": -0.07744937135333418, "alpha_c_p1d": -0.07111364963830213, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": -0.0057793313486677045, "ret_p1w": -0.11426335517212038, "ret_signed_p1w": -0.11426335517212038, "alpha_spy_p1w": -0.0807055825248475, "alpha_c_p1w": -0.09333511222003488, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928242952085507, "ret_p1m": -0.08442579514531079, "ret_signed_p1m": -0.08442579514531079, "alpha_spy_p1m": -0.09111698623787501, "alpha_c_p1m": -0.10955706560117828, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131270455867494, "ret_p3m": -0.15769910540088283, "ret_signed_p3m": -0.15769910540088283, "alpha_spy_p3m": -0.17184367481015295, "alpha_c_p3m": -0.1746409168485713, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.01694181144768847, "ret_p6m": 0.9085305616135924, "ret_signed_p6m": 0.9085305616135924, "alpha_spy_p6m": 0.8279910963268098, "alpha_c_p6m": 0.8743309768604137, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.034199584753178636, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08442579514531079, "alpha_spy_stated": -0.09111698623787501, "alpha_c_stated": -0.10955706560117828, "price_path": [-0.3303, -0.2994, -0.2904, -0.3427, -0.34, -0.3526, -0.3252, -0.315, -0.3105, -0.3142, -0.2952, -0.3316, -0.3316, -0.3571, -0.3578, -0.365, -0.3595, -0.3733, -0.0636, -0.0864, -0.1275, -0.1155, -0.1102, -0.1251, -0.0796, -0.0792, -0.0285, 0.0428, 0.0546, 0.1077, 0.056, 0.0536, 0.0783, 0.0983, 0.131, 0.2314, 0.252, 0.2223, 0.1514, 0.1935, 0.2976, 0.2677, 0.3252, 0.2537, 0.231, 0.2037, 0.1098, 0.0663, 0.0202, -0.0352, 0.0385, 0.1471, 0.2271, 0.1918, 0.2238, 0.2148, 0.2798, 0.1785, 0.0814, 0.1446, 0.0706, 0.0886, 0.0756, 0.0, -0.0769, -0.1329, -0.1827, -0.1589, -0.1143, -0.0699, -0.172, -0.1855, -0.101, -0.1305, -0.0737, -0.0737, -0.0719, -0.0203, -0.0564, -0.0323, 0.0057, -0.0409, -0.0185, -0.0568, -0.0844, -0.0777, -0.1421, -0.2062, -0.2081, -0.2619, -0.2361, -0.1248, -0.0879, -0.1193, -0.1085, -0.1085, -0.1431, -0.1583, -0.1668, -0.1811, -0.1811, -0.12, -0.0919, -0.0194, -0.0588, -0.0481, -0.042, 0.05, 0.0314, -0.0023, 0.0163, 0.0637, 0.0637, -0.0287, -0.0328, -0.0525, -0.0755, -0.1053, -0.0426, -0.0175, -0.0715, -0.1666, -0.1375, -0.12, -0.194, -0.2773, -0.1577, -0.0914, -0.102, -0.1331, -0.1222, -0.0412, -0.0412, -0.046, -0.0041, 0.0527, -0.0421, -0.0158, 0.0035, 0.0382, 0.026, -0.1079, -0.1097, -0.1509, -0.0434, -0.0643, -0.1261, -0.0712, -0.0566, 0.0956, 0.0569, 0.105, 0.2703, 0.138, 0.1599, 0.1888, 0.1507, 0.1167, 0.1241, 0.1259, 0.0367, -0.0137, -0.0974, 0.0151, -0.0026, 0.0646, 0.0646, 0.101, 0.1485, 0.2229, 0.3337, 0.4182, 0.512, 0.5842, 0.6315, 0.6175, 0.5373, 0.557, 0.5315, 0.5275, 0.5367, 0.4396, 0.4181, 0.3257, 0.3812, 0.3523, 0.5113, 0.7259, 0.721, 0.9085]}
{"unit_id": "quote:1983032620821672148", "ticker_idx": 0, "ts": "2025-10-28T04:46:34+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if you own $NBIS you must own something on the power constraint as well", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS; author says NBIS holders must also own a power-constraint play alongside it.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree. That’s why if you own $NBIS you must own something on the power constraint as well", "reply_text": null, "parent_text": null, "quoted_text": "Everybody right now is comparing $NBIS to $IREN on X. I shared my comprehensive take before (look below 👇). \nPeople are overcomplicating it at this moment. Let me be clear.\n\nAt this stage (purely talking at this stage) they’re not comparable.\n\nThey sit on opposite sides of the", "parent_author": null, "ret_m1d": 0.029549359107072126, "ret_signed_m1d": 0.029549359107072126, "alpha_spy_m1d": 0.03219833939208072, "alpha_c_m1d": 0.024574129268239986, "bench_spy_m1d": -0.0026489802850085953, "bench_c_m1d": 0.00497522983883214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02684065167790939, "ret_signed_p1d": 0.02684065167790939, "alpha_spy_p1d": 0.026360281039223388, "alpha_c_p1d": 0.02932823357924874, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": -0.002487581901339353, "ret_p1w": -0.0926701202154091, "ret_signed_p1w": -0.0926701202154091, "alpha_spy_p1w": -0.07546643804861597, "alpha_c_p1w": -0.06033181964261147, "bench_spy_p1w": -0.017203682166793133, "bench_c_p1w": -0.03233830057279763, "ret_p1m": -0.22276942445822412, "ret_signed_p1m": -0.22276942445822412, "alpha_spy_p1m": -0.21202803960063887, "alpha_c_p1m": -0.20458445455089924, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": -0.018184969907324877, "ret_p3m": -0.22432899466712652, "ret_signed_p3m": -0.22432899466712652, "alpha_spy_p3m": -0.2304515482074483, "alpha_c_p3m": -0.2308364613749998, "bench_spy_p3m": 0.006122553540321762, "bench_c_p3m": 0.006507466707873277, "ret_p6m": 0.28162190792849584, "ret_signed_p6m": 0.28162190792849584, "alpha_spy_p6m": 0.2405779406241535, "alpha_c_p6m": 0.2639601424651399, "bench_spy_p6m": 0.041043967304342344, "bench_c_p6m": 0.01766176546335596, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22276942445822412, "alpha_spy_stated": -0.21202803960063887, "alpha_c_stated": -0.20458445455089924, "price_path": [-0.5532, -0.5732, -0.5554, -0.5472, -0.5478, -0.4639, -0.4354, -0.4235, -0.3817, -0.4203, -0.4381, -0.4121, -0.4046, -0.4485, -0.4462, -0.4568, -0.4338, -0.4253, -0.4215, -0.4246, -0.4087, -0.4392, -0.4392, -0.4606, -0.4611, -0.4672, -0.4626, -0.4742, -0.2143, -0.2334, -0.2679, -0.2579, -0.2534, -0.2659, -0.2278, -0.2274, -0.1848, -0.125, -0.1152, -0.0706, -0.114, -0.116, -0.0953, -0.0785, -0.0511, 0.0332, 0.0505, 0.0255, -0.0339, 0.0014, 0.0887, 0.0636, 0.1119, 0.0519, 0.0328, 0.0099, -0.0689, -0.1053, -0.1441, -0.1905, -0.1286, -0.0375, 0.0295, 0.0, 0.0268, 0.0193, 0.0738, -0.0112, -0.0927, -0.0396, -0.1017, -0.0866, -0.0975, -0.161, -0.2255, -0.2725, -0.3143, -0.2943, -0.2568, -0.2197, -0.3053, -0.3166, -0.2457, -0.2705, -0.2228, -0.2228, -0.2213, -0.178, -0.2083, -0.188, -0.1562, -0.1953, -0.1765, -0.2087, -0.2318, -0.2261, -0.2802, -0.334, -0.3355, -0.3807, -0.359, -0.2657, -0.2348, -0.261, -0.252, -0.252, -0.281, -0.2938, -0.3009, -0.3129, -0.3129, -0.2617, -0.238, -0.1772, -0.2103, -0.2013, -0.1962, -0.119, -0.1346, -0.1629, -0.1473, -0.1075, -0.1075, -0.185, -0.1885, -0.205, -0.2243, -0.2493, -0.1967, -0.1757, -0.221, -0.3007, -0.2764, -0.2617, -0.3237, -0.3937, -0.2933, -0.2376, -0.2466, -0.2727, -0.2635, -0.1955, -0.1955, -0.1995, -0.1644, -0.1167, -0.1963, -0.1742, -0.158, -0.129, -0.1391, -0.2515, -0.253, -0.2875, -0.1974, -0.2149, -0.2668, -0.2207, -0.2085, -0.0807, -0.1132, -0.0729, 0.0658, -0.0451, -0.0268, -0.0025, -0.0346, -0.063, -0.0568, -0.0553, -0.1302, -0.1725, -0.2427, -0.1483, -0.1632, -0.1068, -0.1068, -0.0763, -0.0364, 0.026, 0.119, 0.1899, 0.2687, 0.3292, 0.3689, 0.3571, 0.2898, 0.3064, 0.285, 0.2816]}
{"unit_id": "quote:1994804832587174344", "ticker_idx": 0, "ts": "2025-11-29T16:25:08+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 money is on $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses quoted thesis: long IREN (top pick), NBIS (top of list for full-stack operators), CIFR (no position but likes it).", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Listen to uncle", "reply_text": null, "parent_text": null, "quoted_text": "Be careful which miner you invest in.\n\nMy money is on $IREN. I like $CIFR too, but I don’t have a position right now. My preference leans toward operators that control the full stack, including the software layer.\n\nThat’s why $NBIS sits at the top of my list. https://t.co/xxpvZsm03C", "parent_author": null, "ret_m1d": -0.014023515810224318, "ret_signed_m1d": -0.014023515810224318, "alpha_spy_m1d": -0.018609925227371815, "alpha_c_m1d": -0.022342695478004715, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": 0.008319179667780396, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.15199015243290592, "ret_signed_p1d": -0.15199015243290592, "alpha_spy_p1d": -0.15384242930410585, "alpha_c_p1d": -0.15104482263150987, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": -0.0009453298013960554, "ret_p1w": -0.04433906891023409, "ret_signed_p1w": -0.04433906891023409, "alpha_spy_p1w": -0.0492782929695148, "alpha_c_p1w": -0.05549423798220254, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.011155169071968452, "ret_p1m": -0.21014646501716616, "ret_signed_p1m": -0.21014646501716616, "alpha_spy_p1m": -0.2230384025060107, "alpha_c_p1m": -0.25709027706378806, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.0469438120466219, "ret_p3m": -0.08764693447901695, "ret_signed_p3m": -0.08764693447901695, "alpha_spy_p3m": -0.10391512716249163, "alpha_c_p3m": -0.08374238439037174, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": -0.003904550088645209, "ret_p6m": 0.23283144380346932, "ret_signed_p6m": 0.23283144380346932, "alpha_spy_p6m": 0.12317810047311806, "alpha_c_p6m": 0.24401172627814693, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": -0.011180282474677616, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21014646501716616, "alpha_spy_stated": -0.2230384025060107, "alpha_c_stated": -0.25709027706378806, "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:1994804832587174344", "ticker_idx": 1, "ts": "2025-11-29T16:25:08+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $CIFR too", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses quoted thesis: long IREN (top pick), NBIS (top of list for full-stack operators), CIFR (no position but likes it).", "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": "Listen to uncle", "reply_text": null, "parent_text": null, "quoted_text": "Be careful which miner you invest in.\n\nMy money is on $IREN. I like $CIFR too, but I don’t have a position right now. My preference leans toward operators that control the full stack, including the software layer.\n\nThat’s why $NBIS sits at the top of my list. https://t.co/xxpvZsm03C", "parent_author": null, "ret_m1d": 0.03351954441395333, "ret_signed_m1d": 0.03351954441395333, "alpha_spy_m1d": 0.02893313499680583, "alpha_c_m1d": 0.033973636204692736, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": -0.0004540917907394082, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10411381862907065, "ret_signed_p1d": -0.10411381862907065, "alpha_spy_p1d": -0.10596609550027059, "alpha_c_p1d": -0.11441583888815554, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": 0.010302020259084887, "ret_p1w": -0.010665362423838087, "ret_signed_p1w": -0.010665362423838087, "alpha_spy_p1w": -0.015604586483118799, "alpha_c_p1w": -0.04178102871901401, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.031115666295175926, "ret_p1m": -0.25901474063691876, "ret_signed_p1m": -0.25901474063691876, "alpha_spy_p1m": -0.2719066781257633, "alpha_c_p1m": -0.27616547942414704, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.01715073878722828, "ret_p3m": -0.16302696316686127, "ret_signed_p3m": -0.16302696316686127, "alpha_spy_p3m": -0.17929515585033595, "alpha_c_p3m": -0.14939939461654828, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": -0.013627568550312996, "ret_p6m": 0.16912137294999985, "ret_signed_p6m": 0.16912137294999985, "alpha_spy_p6m": 0.05946802961964859, "alpha_c_p6m": -0.12755303596029965, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.2966744089102995, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.25901474063691876, "alpha_spy_stated": -0.2719066781257633, "alpha_c_stated": -0.27616547942414704, "price_path": [-0.5881, -0.6242, -0.6181, -0.6079, -0.5317, -0.4794, -0.4937, -0.449, -0.449, -0.4154, -0.3713, -0.3982, -0.3763, -0.291, -0.2814, -0.2819, -0.4078, -0.4175, -0.3575, -0.3606, -0.3601, -0.2986, -0.2534, -0.2209, -0.2001, -0.1061, -0.0863, -0.1381, 0.033, 0.0609, 0.0681, -0.0493, -0.0472, 0.0112, -0.082, -0.1818, -0.1237, 0.0493, 0.0432, 0.0137, -0.0051, -0.0315, -0.0528, 0.1559, 0.1432, 0.255, 0.1026, 0.0508, -0.002, -0.0518, -0.1173, -0.2417, -0.2707, -0.2712, -0.2595, -0.2575, -0.2605, -0.2814, -0.1513, -0.1102, -0.0274, -0.0274, 0.0335, 0.0, -0.1041, -0.0538, 0.0071, -0.0208, -0.0107, -0.0066, -0.0615, -0.0411, -0.1341, -0.2514, -0.2387, -0.2692, -0.2306, -0.1767, -0.1701, -0.192, -0.1762, -0.1762, -0.2285, -0.2341, -0.259, -0.2504, -0.2504, -0.1772, -0.0777, -0.1092, -0.1833, -0.1595, -0.1554, -0.1021, -0.0731, -0.0792, -0.1102, -0.0452, -0.0452, -0.0899, -0.1001, -0.1168, -0.1077, -0.1625, -0.0477, -0.0366, -0.1011, -0.1894, -0.1971, -0.1742, -0.2763, -0.355, -0.2519, -0.1488, -0.1315, -0.1732, -0.1823, -0.1661, -0.1661, -0.2057, -0.2169, -0.1976, -0.256, -0.227, -0.1305, -0.1564, -0.163, -0.2077, -0.1996, -0.2529, -0.1854, -0.2306, -0.3083, -0.2732, -0.291, -0.2834, -0.3037, -0.2849, -0.2311, -0.2336, -0.255, -0.2565, -0.2885, -0.2438, -0.2443, -0.1935, -0.2712, -0.3019, -0.3898, -0.3464, -0.358, -0.3489, -0.3489, -0.322, -0.2885, -0.2169, -0.1691, -0.1605, -0.098, -0.063, -0.0858, -0.1193, -0.0163, -0.0203, -0.0838, -0.0127, -0.0508, -0.0757, -0.0777, -0.1234, -0.1407, -0.099, -0.1346, -0.0914, 0.1224, 0.1127, 0.0505, 0.0437, 0.03, 0.0188, 0.0787, 0.132, 0.0325, -0.0289, -0.0452, -0.0107, 0.0929, 0.1158, 0.1158, 0.1691]}
{"unit_id": "quote:1994804832587174344", "ticker_idx": 2, "ts": "2025-11-29T16:25:08+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 sits at the top of my list", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses quoted thesis: long IREN (top pick), NBIS (top of list for full-stack operators), CIFR (no position but likes it).", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "Listen to uncle", "reply_text": null, "parent_text": null, "quoted_text": "Be careful which miner you invest in.\n\nMy money is on $IREN. I like $CIFR too, but I don’t have a position right now. My preference leans toward operators that control the full stack, including the software layer.\n\nThat’s why $NBIS sits at the top of my list. https://t.co/xxpvZsm03C", "parent_author": null, "ret_m1d": -0.052720905630066484, "ret_signed_m1d": -0.052720905630066484, "alpha_spy_m1d": -0.05730731504721398, "alpha_c_m1d": -0.05742278584590588, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": 0.0047018802158393935, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.038796905141431526, "alpha_c_p1d": -0.04025333893149108, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": 0.003308710661259484, "ret_p1w": 0.0017973070637373745, "ret_signed_p1w": 0.0017973070637373745, "alpha_spy_p1w": -0.003141916995543337, "alpha_c_p1w": -0.010479664481659379, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.012276971545396753, "ret_p1m": -0.1495756677853144, "ret_signed_p1m": -0.1495756677853144, "alpha_spy_p1m": -0.16246760527415893, "alpha_c_p1m": -0.18286212419849268, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.03328645641317829, "ret_p3m": 0.047229112885403435, "ret_signed_p3m": 0.047229112885403435, "alpha_spy_p3m": 0.030960920201928754, "alpha_c_p3m": 0.027656836852290256, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": 0.01957227603311318, "ret_p6m": 1.0774837183085886, "ret_signed_p6m": 1.0774837183085886, "alpha_spy_p6m": 0.9678303749782373, "alpha_c_p6m": 1.0649106714204966, "bench_spy_p6m": 0.10965334333035126, "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": -0.16246760527415893, "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": "orig:1977858183126212619", "ticker_idx": 0, "ts": "2025-10-13T22:05:12+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You held $NAK through every lawsuit, injunction, and hearing... the U.S. government 'takes a strategic stake.' You're diversified, living off fat royalties, interest, and dividends.", "tweet_type": "prediction", "timeline": "years", "summary": "Long NAK; envisions U.S. government taking a strategic stake, validating holders through years of legal battles with royalties and dividends to follow.", "resolved_tickers": ["NAK"], "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": "POV: It’s 2030. You held $NAK through every lawsuit, injunction, and hearing. You were called insane. Then one morning, boom, the U.S. government “takes a strategic stake.”\n\nYou’re diversified, living off fat royalties, interest, and dividends. Tariffs? Don’t even apply to you. Quantam tanked years ago. You sip glacier water from your own land, moisturized, unbothered, in your lane, flourishing.\n\nYour phone glows with dividend alerts. Your wealth advisor at HSBC Hong Kong just messaged — first-class flight booked. You scroll 𝕏 nightly, remembering the days of arguing about permits on @GodelTerminal  smiling at the smooth brained who sold early.\n\nYou are hydrated, protected, government-backed, and rich in both minerals and peace.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036231849629747126, "ret_signed_m1d": -0.036231849629747126, "alpha_spy_m1d": -0.03745499016247966, "alpha_c_m1d": -0.026356447655499715, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.00987540197424741, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04347821955569664, "ret_signed_p1d": -0.04347821955569664, "alpha_spy_p1d": -0.04791774946530203, "alpha_c_p1d": -0.03898931371087855, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": -0.004488905844818092, "ret_p1w": -0.29710142611455714, "ret_signed_p1w": -0.29710142611455714, "alpha_spy_p1w": -0.3107824416204329, "alpha_c_p1w": -0.2912659179287854, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": -0.005835508185771721, "ret_p1m": -0.33695650389905085, "ret_signed_p1m": -0.33695650389905085, "alpha_spy_p1m": -0.36889402095164836, "alpha_c_p1m": -0.3261833381089627, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": -0.010773165790088135, "ret_p3m": -0.20289853069367103, "ret_signed_p3m": -0.20289853069367103, "alpha_spy_p3m": -0.25407546658631275, "alpha_c_p3m": -0.29164543825870415, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.08874690756503312, "ret_p6m": -0.4057971045791139, "ret_signed_p6m": -0.4057971045791139, "alpha_spy_p6m": -0.4324181142713085, "alpha_c_p6m": -0.5784705692160089, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": 0.17267346463689504, "ret_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": [-0.4094, -0.6232, -0.6703, -0.6848, -0.663, -0.6812, -0.6775, -0.6957, -0.7319, -0.7029, -0.7138, -0.7283, -0.7174, -0.7138, -0.7101, -0.692, -0.6739, -0.6848, -0.6812, -0.6848, -0.6739, -0.6703, -0.6775, -0.692, -0.692, -0.6848, -0.6739, -0.6812, -0.6739, -0.6775, -0.6703, -0.6739, -0.6739, -0.6884, -0.6812, -0.692, -0.692, -0.7029, -0.7065, -0.7029, -0.7029, -0.7029, -0.6848, -0.6993, -0.7029, -0.7029, -0.6848, -0.663, -0.663, -0.6051, -0.6159, -0.587, -0.5471, -0.5652, -0.5725, -0.558, -0.5217, -0.4529, -0.3188, -0.2935, -0.2899, -0.2645, -0.0362, 0.0, -0.0435, -0.1884, -0.2572, -0.2572, -0.2971, -0.3261, -0.3152, -0.2609, -0.3116, -0.2826, -0.2681, -0.2681, -0.2717, -0.3261, -0.3514, -0.3442, -0.3768, -0.3623, -0.3442, -0.3442, -0.337, -0.3732, -0.3841, -0.3949, -0.4275, -0.4094, -0.4565, -0.4565, -0.4348, -0.3841, -0.3478, -0.3478, -0.3043, -0.3297, -0.337, -0.3007, -0.2428, -0.25, -0.2717, -0.2609, -0.279, -0.221, -0.221, -0.2609, -0.2464, -0.2464, -0.2174, -0.1993, -0.1594, -0.1594, -0.1884, -0.1884, -0.2101, -0.2717, -0.2754, -0.2862, -0.2862, -0.2935, -0.25, -0.2029, -0.1957, -0.2283, -0.2029, -0.25, -0.2283, -0.2319, -0.2681, -0.308, -0.308, -0.2536, -0.2609, -0.221, -0.2283, -0.1304, -0.0906, -0.1087, -0.1812, -0.2609, -0.2717, -0.1848, -0.2536, -0.3333, -0.2935, -0.2428, -0.2536, -0.2029, -0.192, -0.2174, -0.2174, -0.2645, -0.5543, -0.5217, -0.5254, -0.5, -0.4493, -0.4638, -0.4565, -0.4384, -0.4638, -0.5036, -0.5072, -0.5217, -0.529, -0.5109, -0.4855, -0.5109, -0.5181, -0.5254, -0.5109, -0.5326, -0.5326, -0.5399, -0.587, -0.5906, -0.5399, -0.5181, -0.5507, -0.5362, -0.5399, -0.4928, -0.4638, -0.4601, -0.4601, -0.413, -0.4529, -0.4058]}
{"unit_id": "quote:1987064765173408018", "ticker_idx": 0, "ts": "2025-11-08T07:48:52+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If a stock you own starts posting this get the fuck out immediately $DUOL", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sell/exit DUOL immediately; brand posting self-deprecating spiral content is a red flag.", "resolved_tickers": ["DUOL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "If a stock you own starts posting this get the fuck out immediately $DUOL", "reply_text": null, "parent_text": null, "quoted_text": "lost my streak and now i’m spiraling https://t.co/kPx17jPadD", "parent_author": null, "ret_m1d": 0.043620350254100826, "ret_signed_m1d": -0.043620350254100826, "alpha_spy_m1d": -0.05898496545462284, "alpha_c_m1d": -0.05898496545462284, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.015364615200522014, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010840229796726497, "ret_signed_p1d": -0.010840229796726497, "alpha_spy_p1d": -0.00855105276887258, "alpha_c_p1d": -0.00855105276887258, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.002289177027853917, "ret_p1w": -0.07536306301507811, "ret_signed_p1w": 0.07536306301507811, "alpha_spy_p1w": 0.05222077288979565, "alpha_c_p1w": 0.05222077288979565, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.02314229012528246, "ret_p1m": 0.08443982635688263, "ret_signed_p1m": -0.08443982635688263, "alpha_spy_p1m": -0.08209194785088036, "alpha_c_p1m": -0.08209194785088036, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.0023478785060022656, "ret_p3m": -0.4069502358503819, "ret_signed_p3m": 0.4069502358503819, "alpha_spy_p3m": 0.4042827503733534, "alpha_c_p3m": 0.4042827503733534, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.0026674854770285528, "ret_p6m": -0.46042532607548936, "ret_signed_p6m": 0.46042532607548936, "alpha_spy_p6m": 0.5285914693206426, "alpha_c_p6m": 0.5285914693206426, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.06816614324515324, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08443982635688263, "alpha_spy_stated": -0.08209194785088036, "alpha_c_stated": -0.08209194785088036, "price_path": [0.7009, 0.711, 0.6957, 0.9149, 0.7669, 0.7577, 0.7921, 0.7213, 0.6672, 0.6391, 0.649, 0.6742, 0.5449, 0.5449, 0.504, 0.4653, 0.4144, 0.4065, 0.4071, 0.4185, 0.4829, 0.6045, 0.597, 0.4788, 0.4561, 0.4479, 0.5024, 0.5088, 0.6045, 0.5534, 0.5621, 0.626, 0.6929, 0.7053, 0.6693, 0.5753, 0.6234, 0.6734, 0.6614, 0.6596, 0.8012, 0.7489, 0.6857, 0.7116, 0.7251, 0.7691, 0.7145, 0.6806, 0.622, 0.6474, 0.5953, 0.6258, 0.6183, 0.5909, 0.5243, 0.4147, 0.3632, 0.4037, 0.3741, 0.3591, 0.3487, 0.0049, 0.0436, 0.0, 0.0108, -0.0323, -0.0325, -0.0401, -0.0754, -0.09, -0.095, -0.1286, -0.1038, -0.1054, -0.0884, -0.0227, -0.0227, -0.0072, -0.0381, -0.0529, -0.0387, -0.0229, 0.036, 0.0784, 0.0844, 0.0241, 0.0423, 0.018, -0.0354, -0.0313, -0.0459, -0.0514, -0.0355, -0.0385, -0.0702, -0.0628, -0.0628, -0.0578, -0.0655, -0.0812, -0.0897, -0.0897, -0.0846, -0.0397, -0.0719, -0.0856, -0.0982, -0.0837, -0.1611, -0.14, -0.1895, -0.1991, -0.2212, -0.2212, -0.2294, -0.2385, -0.2028, -0.191, -0.2139, -0.2423, -0.2593, -0.2766, -0.3047, -0.3157, -0.3761, -0.3937, -0.407, -0.3807, -0.3832, -0.374, -0.4331, -0.4188, -0.4161, -0.4161, -0.4187, -0.4167, -0.4237, -0.4142, -0.4495, -0.4324, -0.4209, -0.3908, -0.4761, -0.4771, -0.473, -0.5012, -0.4733, -0.4714, -0.4791, -0.5063, -0.4875, -0.5077, -0.4897, -0.4712, -0.4587, -0.4811, -0.4834, -0.4914, -0.4826, -0.4934, -0.4859, -0.4911, -0.5054, -0.5118, -0.4887, -0.5011, -0.4993, -0.4993, -0.4845, -0.5006, -0.5277, -0.5304, -0.533, -0.5149, -0.5256, -0.4877, -0.4634, -0.4787, -0.4562, -0.4677, -0.4527, -0.4798, -0.4634, -0.4642, -0.449, -0.446, -0.4289, -0.423, -0.4283, -0.4604]}
{"unit_id": "quote:1980726003421810919", "ticker_idx": 0, "ts": "2025-10-21T20:00:53+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE solves this", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Terse bullish verdict on TE as the solution to AI data center power flexibility needs in Texas.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$TE solves this", "reply_text": null, "parent_text": null, "quoted_text": "AI data centers want power fast.\n\nFlexibility lets Texas say yes sooner: on-site storage and generation, smarter loads with demand response, and third-party virtual power plants (VPPs) that put money in people's pockets.\n\nI break it down with Astrid Atkinson. CEO of Camus Energy. https://t.co/ui4Usf4Xyc", "parent_author": null, "ret_m1d": 0.09002430013127527, "ret_signed_m1d": 0.09002430013127527, "alpha_spy_m1d": 0.0847982140826764, "alpha_c_m1d": 0.07687583409548604, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.01314846603578923, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09732362101540792, "ret_signed_p1d": -0.09732362101540792, "alpha_spy_p1d": -0.10325358372137228, "alpha_c_p1d": -0.10981783031976822, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.012494209304360293, "ret_p1w": -0.1240876428988682, "ret_signed_p1w": -0.1240876428988682, "alpha_spy_p1w": -0.15342284070359868, "alpha_c_p1w": -0.13854421965406694, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.014456576755198736, "ret_p1m": -0.3381995279196268, "ret_signed_p1m": -0.3381995279196268, "alpha_spy_p1m": -0.31533348924953897, "alpha_c_p1m": -0.3052303451434739, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.032969182776152905, "ret_p3m": 0.9878345038660354, "ret_signed_p3m": 0.9878345038660354, "alpha_spy_p3m": 0.949044799412214, "alpha_c_p3m": 0.8923179546846669, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.09551654918136854, "ret_p6m": 0.214111827011374, "ret_signed_p6m": 0.214111827011374, "alpha_spy_p6m": 0.15742533513060697, "alpha_c_p6m": 0.09293951332779282, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.12117231368358117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3381995279196268, "alpha_spy_stated": -0.31533348924953897, "alpha_c_stated": -0.3052303451434739, "price_path": [-0.6545, -0.6594, -0.674, -0.6861, -0.7105, -0.7178, -0.6983, -0.6959, -0.6959, -0.691, -0.6886, -0.6983, -0.6959, -0.674, -0.6934, -0.6399, -0.6229, -0.6448, -0.6764, -0.6399, -0.6131, -0.6058, -0.6083, -0.6156, -0.601, -0.5985, -0.5985, -0.5401, -0.5547, -0.5499, -0.5182, -0.5182, -0.528, -0.545, -0.5426, -0.5474, -0.5669, -0.5742, -0.5693, -0.5474, -0.5255, -0.5061, -0.5523, -0.4647, -0.4477, -0.4647, -0.4331, -0.4696, -0.4185, -0.4258, -0.3844, -0.3187, -0.3041, -0.2871, -0.0681, -0.1144, -0.1484, -0.0243, 0.2749, 0.1411, 0.0511, 0.1582, 0.09, 0.0, -0.0973, -0.1557, -0.0681, -0.0998, -0.1241, -0.1144, -0.0949, -0.1679, -0.1046, -0.0049, -0.1046, -0.073, 0.0949, 0.073, -0.0633, -0.1509, -0.1825, -0.2263, -0.2555, -0.2968, -0.3382, -0.3382, -0.236, -0.1995, -0.0657, -0.0657, 0.0024, 0.0876, 0.1533, 0.0998, 0.2433, 0.4185, 0.4647, 0.6375, 0.4964, 0.4282, 0.3017, 0.2311, 0.3236, 0.3187, 0.4647, 0.5645, 0.7762, 0.7299, 0.7153, 0.7153, 0.6545, 0.562, 0.5815, 0.6253, 0.6253, 0.9075, 0.9951, 0.8613, 0.7713, 0.6569, 0.6886, 0.7543, 0.9124, 0.9124, 0.8029, 0.9878, 0.9878, 1.0146, 0.9027, 1.0365, 1.0681, 0.9805, 1.219, 1.309, 1.1606, 1.0268, 1.1071, 1.2117, 0.8808, 0.7689, 1.0122, 0.8589, 0.8273, 0.6667, 0.5109, 0.4891, 0.4891, 0.5669, 0.5718, 0.5353, 0.5109, 0.5304, 0.7251, 0.7567, 0.7737, 0.4988, 0.6642, 0.5839, 0.7275, 0.6569, 0.635, 0.7421, 0.9416, 0.9805, 0.8832, 0.854, 0.8783, 0.8954, 0.7835, 0.8759, 0.6058, 0.6642, 0.6083, 0.6253, 0.528, 0.4015, 0.3674, 0.0681, 0.09, 0.0195, 0.0195, -0.0146, -0.0438, 0.0146, 0.017, 0.1411, 0.2433, 0.1825, 0.2993, 0.2141]}
{"unit_id": "reply:1971332430784299176", "ticker_idx": 0, "ts": "2025-09-25T21:54:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is why $NBIS is a better play", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NBIS is a better play than IREN in the Bitcoin miner/DC space.", "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": "@RealJimChanos This is why $NBIS is a better play", "reply_text": null, "parent_text": "To give you an idea of how silly the sell-side research/targets are for the Bitcoin miners-now-DC companies are, take a look here. $IREN is going to buy billions of $ of GPU’s in the next two years, but annualized D&amp;A expense is only going to increase $300M f/2H 2025 to 2H 2027?! https://t.co/em1aAgy2Z3", "quoted_text": null, "parent_author": "RealJimChanos", "ret_m1d": 0.002228463323721286, "ret_signed_m1d": 0.002228463323721286, "alpha_spy_m1d": 0.007924862541066169, "alpha_c_m1d": 0.011875524094015155, "bench_spy_m1d": -0.005696399217344883, "bench_c_m1d": -0.00964706077029387, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02339836902383552, "ret_signed_p1d": 0.02339836902383552, "alpha_spy_p1d": 0.020587922240534295, "alpha_c_p1d": 0.020182616952776122, "bench_spy_p1d": 0.0028104467833012237, "bench_c_p1d": 0.0032157520710593968, "ret_p1w": 0.18830090049526604, "ret_signed_p1w": 0.18830090049526604, "alpha_spy_p1w": 0.17713471200005837, "alpha_c_p1w": 0.2033638790330966, "bench_spy_p1w": 0.011166188495207674, "bench_c_p1w": -0.015062978537830563, "ret_p1m": 0.1646239912657952, "ret_signed_p1m": 0.1646239912657952, "alpha_spy_p1m": 0.12923676165180953, "alpha_c_p1m": 0.1731708388925941, "bench_spy_p1m": 0.03538722961398566, "bench_c_p1m": -0.008546847626798915, "ret_p3m": -0.1538532977191014, "ret_signed_p3m": -0.1538532977191014, "alpha_spy_p3m": -0.2000894433155691, "alpha_c_p3m": -0.15641151477966253, "bench_spy_p3m": 0.046236145596467715, "bench_c_p3m": 0.002558217060561141, "ret_p6m": 0.05988862358776492, "ret_signed_p6m": 0.05988862358776492, "alpha_spy_p6m": 0.06398080668859607, "alpha_c_p6m": 0.09995187411694284, "bench_spy_p6m": -0.004092183100831148, "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": 0.1646239912657952, "alpha_spy_stated": 0.12923676165180953, "alpha_c_stated": 0.1731708388925941, "price_path": [-0.5329, -0.536, -0.5334, -0.5334, -0.5558, -0.5627, -0.5724, -0.5689, -0.5887, -0.5176, -0.503, -0.505, -0.5015, -0.5098, -0.5137, -0.5264, -0.5183, -0.5157, -0.523, -0.5102, -0.532, -0.5238, -0.4946, -0.5172, -0.497, -0.4877, -0.4885, -0.3936, -0.3614, -0.3478, -0.3006, -0.3442, -0.3643, -0.335, -0.3265, -0.3761, -0.3735, -0.3855, -0.3595, -0.3499, -0.3456, -0.3491, -0.3311, -0.3656, -0.3656, -0.3898, -0.3904, -0.3973, -0.3921, -0.4052, -0.1112, -0.1329, -0.1719, -0.1605, -0.1554, -0.1696, -0.1265, -0.1261, -0.0779, -0.0102, 0.0009, 0.0513, 0.0022, 0.0, 0.0234, 0.0424, 0.0734, 0.1687, 0.1883, 0.1601, 0.0929, 0.1328, 0.2316, 0.2032, 0.2578, 0.1899, 0.1683, 0.1424, 0.0533, 0.0121, -0.0318, -0.0843, -0.0143, 0.0888, 0.1646, 0.1312, 0.1616, 0.153, 0.2147, 0.1186, 0.0264, 0.0864, 0.0162, 0.0332, 0.0209, -0.0509, -0.1239, -0.1771, -0.2243, -0.2017, -0.1593, -0.1173, -0.2141, -0.2269, -0.1467, -0.1747, -0.1208, -0.1208, -0.1191, -0.0701, -0.1045, -0.0815, -0.0455, -0.0897, -0.0684, -0.1048, -0.131, -0.1246, -0.1858, -0.2466, -0.2484, -0.2994, -0.2749, -0.1694, -0.1344, -0.1641, -0.1539, -0.1539, -0.1867, -0.2011, -0.2092, -0.2228, -0.2228, -0.1648, -0.1381, -0.0693, -0.1067, -0.0966, -0.0907, -0.0034, -0.0211, -0.0531, -0.0354, 0.0096, 0.0096, -0.0781, -0.082, -0.1007, -0.1226, -0.1508, -0.0913, -0.0675, -0.1188, -0.209, -0.1814, -0.1648, -0.235, -0.3141, -0.2006, -0.1376, -0.1477, -0.1773, -0.1669, -0.09, -0.09, -0.0945, -0.0548, -0.0008, -0.0908, -0.0658, -0.0475, -0.0147, -0.0262, -0.1533, -0.155, -0.1941, -0.0921, -0.1119, -0.1706, -0.1185, -0.1046, 0.0399, 0.0032, 0.0487, 0.2057, 0.0801, 0.1008, 0.1283, 0.0921, 0.0599]}
{"unit_id": "reply:1977778455329812805", "ticker_idx": 0, "ts": "2025-10-13T16:48:23+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LONG $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long FLNC as a play on the battery energy storage system 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": "reply_other", "lang": "en", "tweet_text": "@ShanuMathew93 LONG $FLNC", "reply_text": null, "parent_text": "Battery energy storage system era is here.\n\nCountries across the globe are scaling up storage the next few years (and for years to come).\n\nOver 250 gigascale projects could come online within two years.\n\nBattery capacity as % of peak loads rising across key markets. https://t.co/DGGmHPFDho", "quoted_text": null, "parent_author": "ShanuMathew93", "ret_m1d": -0.17621146194068338, "ret_signed_m1d": -0.17621146194068338, "alpha_spy_m1d": -0.16109922771279406, "alpha_c_m1d": -0.16109922771279406, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.01511223422788932, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1611076377787779, "ret_signed_p1d": 0.1611076377787779, "alpha_spy_p1d": 0.16232928406641922, "alpha_c_p1d": 0.16232928406641922, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": -0.0012216462876413203, "ret_p1w": 0.1611076377787779, "ret_signed_p1w": 0.1611076377787779, "alpha_spy_p1w": 0.1486498528883946, "alpha_c_p1w": 0.1486498528883946, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.012457784890383294, "ret_p1m": 0.30459402733414187, "ret_signed_p1m": 0.30459402733414187, "alpha_spy_p1m": 0.27449031270150726, "alpha_c_p1m": 0.27449031270150726, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.030103714632634615, "ret_p3m": 0.33291377265929234, "ret_signed_p3m": 0.33291377265929234, "alpha_spy_p3m": 0.28991872885656234, "alpha_c_p3m": 0.28991872885656234, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.042995043802730004, "ret_p6m": -0.1661422458327464, "ret_signed_p6m": -0.1661422458327464, "alpha_spy_p6m": -0.16604200438078975, "alpha_c_p6m": -0.16604200438078975, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": -0.0001002414519566397, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.30459402733414187, "alpha_spy_stated": 0.27449031270150726, "alpha_c_stated": 0.27449031270150726, "price_path": [-0.4795, -0.4814, -0.4361, -0.4003, -0.3575, -0.4059, -0.411, -0.4097, -0.4437, -0.4682, -0.484, -0.489, -0.5104, -0.4663, -0.4619, -0.4682, -0.4292, -0.4216, -0.4248, -0.5362, -0.5249, -0.5239, -0.4997, -0.4928, -0.5079, -0.5293, -0.5695, -0.5255, -0.5299, -0.523, -0.5419, -0.5123, -0.5343, -0.5343, -0.5639, -0.5752, -0.5752, -0.5249, -0.5463, -0.5733, -0.5746, -0.5632, -0.5595, -0.5349, -0.528, -0.5318, -0.5016, -0.411, -0.3329, -0.3575, -0.2964, -0.2618, -0.2505, -0.2826, -0.3203, -0.1536, -0.1787, -0.1322, -0.0396, -0.1296, -0.0585, -0.0623, -0.1762, 0.0, 0.1611, 0.3493, 0.2322, 0.1532, 0.1611, 0.0233, -0.0422, 0.0088, 0.2284, 0.1794, 0.1391, 0.2763, 0.2882, 0.3216, 0.3096, 0.207, 0.304, 0.2473, 0.3084, 0.3713, 0.3046, 0.2089, 0.0227, 0.1271, 0.0843, 0.0711, 0.0579, -0.0239, -0.0308, -0.0057, 0.0554, 0.1951, 0.1951, 0.236, 0.2203, 0.2561, 0.2492, 0.4688, 0.5079, 0.4386, 0.5066, 0.4984, 0.623, 0.3965, 0.3543, 0.3411, 0.1687, 0.2152, 0.2561, 0.287, 0.2379, 0.248, 0.248, 0.2719, 0.2568, 0.2498, 0.2448, 0.2448, 0.4481, 0.4003, 0.3738, 0.2939, 0.3329, 0.46, 0.4651, 0.4991, 0.4254, 0.6048, 0.7042, 0.7042, 0.6054, 0.6576, 0.7162, 0.6954, 0.7067, 0.7898, 0.9503, 0.9868, 0.9364, 0.944, 1.0283, 0.8244, 0.1926, 0.2234, 0.2209, 0.1951, 0.1026, 0.0975, 0.1617, 0.1617, 0.1189, 0.0969, 0.0422, 0.0415, 0.0113, 0.0378, 0.0277, 0.0195, -0.022, -0.0485, -0.061, -0.0057, -0.0082, -0.0699, -0.012, 0.0623, 0.0768, 0.0334, 0.0308, 0.056, 0.0384, 0.0063, 0.0088, -0.0478, -0.0334, 0.0164, 0.0289, -0.0585, -0.1095, -0.1819, -0.134, -0.1806, -0.163, -0.163, -0.1693, -0.1661]}
{"unit_id": "orig:1970324034857701383", "ticker_idx": 0, "ts": "2025-09-23T03:07:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS - The Amazon Web Services of Artificial Intelligence", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS, framing it as the AWS of AI — decisive quality endorsement.", "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 - The Amazon Web Services of Artificial Intelligence https://t.co/r8WpOUg09o", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011131767566468054, "ret_signed_m1d": -0.011131767566468054, "alpha_spy_m1d": -0.01660493897714377, "alpha_c_m1d": -0.012567506591074529, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.001435739024606475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05037105891888216, "ret_signed_p1d": 0.05037105891888216, "alpha_spy_p1d": 0.05355281594210348, "alpha_c_p1d": 0.058647412057239445, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.008276353138357284, "ret_p1w": 0.041465616556267015, "ret_signed_p1w": 0.041465616556267015, "alpha_spy_p1w": 0.03698755034892254, "alpha_c_p1w": 0.04180343750323323, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": -0.00033782094696621634, "ret_p1m": -0.08515769986359101, "ret_signed_p1m": -0.08515769986359101, "alpha_spy_p1m": -0.09207843199526344, "alpha_c_p1m": -0.06176431445754693, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.023393385406044076, "ret_p3m": -0.17012990211586176, "ret_signed_p3m": -0.17012990211586176, "alpha_spy_p3m": -0.19936803049408347, "alpha_c_p3m": -0.15416831748075943, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": -0.015961584635102333, "ret_p6m": 0.09981441746035724, "ret_signed_p6m": 0.09981441746035724, "alpha_spy_p6m": 0.09955153672173012, "alpha_c_p6m": 0.1368217399699404, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.03700732250958316, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08515769986359101, "alpha_spy_stated": -0.09207843199526344, "alpha_c_stated": -0.06176431445754693, "price_path": [-0.5121, -0.5191, -0.4867, -0.5333, -0.5365, -0.5339, -0.5339, -0.5562, -0.5631, -0.5728, -0.5693, -0.5891, -0.5181, -0.5034, -0.5055, -0.5019, -0.5103, -0.5142, -0.5268, -0.5187, -0.5161, -0.5235, -0.5107, -0.5325, -0.5242, -0.4951, -0.5176, -0.4975, -0.4882, -0.489, -0.3942, -0.362, -0.3484, -0.3012, -0.3448, -0.3649, -0.3356, -0.3271, -0.3767, -0.3741, -0.3861, -0.3601, -0.3505, -0.3462, -0.3497, -0.3317, -0.3662, -0.3662, -0.3904, -0.391, -0.3979, -0.3927, -0.4058, -0.1121, -0.1337, -0.1726, -0.1613, -0.1562, -0.1704, -0.1273, -0.1269, -0.0788, -0.0111, 0.0, 0.0504, 0.0013, -0.0009, 0.0224, 0.0415, 0.0724, 0.1676, 0.1872, 0.159, 0.0918, 0.1317, 0.2304, 0.202, 0.2566, 0.1888, 0.1673, 0.1414, 0.0523, 0.0111, -0.0327, -0.0852, -0.0152, 0.0878, 0.1635, 0.1301, 0.1605, 0.1519, 0.2135, 0.1175, 0.0254, 0.0853, 0.0152, 0.0323, 0.0199, -0.0518, -0.1247, -0.1778, -0.225, -0.2024, -0.1601, -0.1181, -0.2148, -0.2276, -0.1475, -0.1755, -0.1216, -0.1216, -0.1199, -0.071, -0.1053, -0.0824, -0.0464, -0.0905, -0.0693, -0.1057, -0.1318, -0.1254, -0.1865, -0.2473, -0.2491, -0.3001, -0.2756, -0.1701, -0.1352, -0.1648, -0.1546, -0.1546, -0.1875, -0.2019, -0.2099, -0.2235, -0.2235, -0.1656, -0.1389, -0.0701, -0.1075, -0.0974, -0.0916, -0.0044, -0.022, -0.054, -0.0363, 0.0086, 0.0086, -0.0789, -0.0828, -0.1016, -0.1234, -0.1516, -0.0921, -0.0684, -0.1196, -0.2097, -0.1822, -0.1656, -0.2357, -0.3147, -0.2013, -0.1384, -0.1485, -0.178, -0.1676, -0.0908, -0.0908, -0.0954, -0.0557, -0.0018, -0.0917, -0.0667, -0.0484, -0.0156, -0.0271, -0.1541, -0.1558, -0.1948, -0.0929, -0.1127, -0.1713, -0.1193, -0.1055, 0.0389, 0.0022, 0.0478, 0.2045, 0.0791, 0.0998]}
{"unit_id": "thread:1989111176933126220", "ticker_idx": 0, "ts": "2025-11-13T23:20:35+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "one of the biggest bull cases is that they are one of the only pure play companies in the space and the only one remotely close in scale to the market leader", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC as a rare pure-play in its space with scale second only to TSLA.", "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": "If you read my substack article on $FLNC you'd know that one of the biggest bull cases is that they are one of the only pure play companies in the space and the only one remotely close in scale to the market leader $TSLA\n\n---\n\nLeaving it here if you're interested:\n\nhttps://t.co/WeY28xwkEr", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09268564274454583, "ret_signed_m1d": -0.09268564274454583, "alpha_spy_m1d": -0.092849219166241, "alpha_c_m1d": -0.092849219166241, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": 0.0001635764216951774, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03796763321994323, "ret_signed_p1d": -0.03796763321994323, "alpha_spy_p1d": -0.028651012646535468, "alpha_c_p1d": -0.028651012646535468, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.009316620573407763, "ret_p1w": -0.14014518426947487, "ret_signed_p1w": -0.14014518426947487, "alpha_spy_p1w": -0.12094666110994778, "alpha_c_p1w": -0.12094666110994778, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.01919852315952708, "ret_p1m": 0.20156340821371854, "ret_signed_p1m": 0.20156340821371854, "alpha_spy_p1m": 0.18846694501804717, "alpha_c_p1m": 0.18846694501804717, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": 0.01309646319567137, "ret_p3m": -0.021775510495316452, "ret_signed_p3m": -0.021775510495316452, "alpha_spy_p3m": -0.05462808545929476, "alpha_c_p3m": -0.05462808545929476, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": 0.03285257496397831, "ret_p6m": 0.40871020419812654, "ret_signed_p6m": 0.40871020419812654, "alpha_spy_p6m": 0.3021820212445847, "alpha_c_p6m": 0.3021820212445847, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.10652818295354183, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20156340821371854, "alpha_spy_stated": 0.18846694501804717, "alpha_c_stated": 0.18846694501804717, "price_path": [-0.5634, -0.5824, -0.6181, -0.579, -0.5829, -0.5768, -0.5935, -0.5673, -0.5868, -0.5868, -0.6131, -0.6231, -0.6231, -0.5784, -0.5974, -0.6214, -0.6226, -0.6125, -0.6092, -0.5874, -0.5812, -0.5846, -0.5578, -0.4774, -0.4082, -0.4299, -0.3758, -0.3451, -0.335, -0.3635, -0.397, -0.249, -0.2714, -0.23, -0.148, -0.2278, -0.1647, -0.1681, -0.2691, -0.1128, 0.0302, 0.1971, 0.0932, 0.0232, 0.0302, -0.0921, -0.1502, -0.105, 0.0899, 0.0463, 0.0106, 0.1323, 0.1429, 0.1725, 0.1619, 0.0709, 0.1569, 0.1066, 0.1608, 0.2166, 0.1575, 0.0726, -0.0927, 0.0, -0.038, -0.0497, -0.0614, -0.134, -0.1401, -0.1178, -0.0637, 0.0603, 0.0603, 0.0966, 0.0826, 0.1145, 0.1083, 0.3032, 0.3378, 0.2764, 0.3367, 0.3294, 0.44, 0.239, 0.2016, 0.1898, 0.0369, 0.0782, 0.1145, 0.1418, 0.0983, 0.1072, 0.1072, 0.1284, 0.115, 0.1089, 0.1044, 0.1044, 0.2848, 0.2423, 0.2189, 0.148, 0.1826, 0.2954, 0.2998, 0.33, 0.2647, 0.4238, 0.512, 0.512, 0.4243, 0.4707, 0.5226, 0.5042, 0.5142, 0.5879, 0.7303, 0.7627, 0.718, 0.7247, 0.7996, 0.6186, 0.0581, 0.0854, 0.0832, 0.0603, -0.0218, -0.0262, 0.0307, 0.0307, -0.0073, -0.0268, -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]}
{"unit_id": "reply:1970319113558933976", "ticker_idx": 0, "ts": "2025-09-23T02:47:38+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy more $nbis", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Would deploy $100M into NBIS; decisive buy stance.", "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": "@legen_eth buy more $nbis", "reply_text": null, "parent_text": "What would you do\n\nIf you had $100,000,000 liquid cash?", "quoted_text": null, "parent_author": "legen_eth", "ret_m1d": -0.011131767566468054, "ret_signed_m1d": -0.011131767566468054, "alpha_spy_m1d": -0.01660493897714377, "alpha_c_m1d": -0.012567506591074529, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.001435739024606475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05037105891888216, "ret_signed_p1d": 0.05037105891888216, "alpha_spy_p1d": 0.05355281594210348, "alpha_c_p1d": 0.058647412057239445, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.008276353138357284, "ret_p1w": 0.041465616556267015, "ret_signed_p1w": 0.041465616556267015, "alpha_spy_p1w": 0.03698755034892254, "alpha_c_p1w": 0.04180343750323323, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": -0.00033782094696621634, "ret_p1m": -0.08515769986359101, "ret_signed_p1m": -0.08515769986359101, "alpha_spy_p1m": -0.09207843199526344, "alpha_c_p1m": -0.06176431445754693, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.023393385406044076, "ret_p3m": -0.17012990211586176, "ret_signed_p3m": -0.17012990211586176, "alpha_spy_p3m": -0.19936803049408347, "alpha_c_p3m": -0.15416831748075943, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": -0.015961584635102333, "ret_p6m": 0.09981441746035724, "ret_signed_p6m": 0.09981441746035724, "alpha_spy_p6m": 0.09955153672173012, "alpha_c_p6m": 0.1368217399699404, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.03700732250958316, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08515769986359101, "alpha_spy_stated": -0.09207843199526344, "alpha_c_stated": -0.06176431445754693, "price_path": [-0.5121, -0.5191, -0.4867, -0.5333, -0.5365, -0.5339, -0.5339, -0.5562, -0.5631, -0.5728, -0.5693, -0.5891, -0.5181, -0.5034, -0.5055, -0.5019, -0.5103, -0.5142, -0.5268, -0.5187, -0.5161, -0.5235, -0.5107, -0.5325, -0.5242, -0.4951, -0.5176, -0.4975, -0.4882, -0.489, -0.3942, -0.362, -0.3484, -0.3012, -0.3448, -0.3649, -0.3356, -0.3271, -0.3767, -0.3741, -0.3861, -0.3601, -0.3505, -0.3462, -0.3497, -0.3317, -0.3662, -0.3662, -0.3904, -0.391, -0.3979, -0.3927, -0.4058, -0.1121, -0.1337, -0.1726, -0.1613, -0.1562, -0.1704, -0.1273, -0.1269, -0.0788, -0.0111, 0.0, 0.0504, 0.0013, -0.0009, 0.0224, 0.0415, 0.0724, 0.1676, 0.1872, 0.159, 0.0918, 0.1317, 0.2304, 0.202, 0.2566, 0.1888, 0.1673, 0.1414, 0.0523, 0.0111, -0.0327, -0.0852, -0.0152, 0.0878, 0.1635, 0.1301, 0.1605, 0.1519, 0.2135, 0.1175, 0.0254, 0.0853, 0.0152, 0.0323, 0.0199, -0.0518, -0.1247, -0.1778, -0.225, -0.2024, -0.1601, -0.1181, -0.2148, -0.2276, -0.1475, -0.1755, -0.1216, -0.1216, -0.1199, -0.071, -0.1053, -0.0824, -0.0464, -0.0905, -0.0693, -0.1057, -0.1318, -0.1254, -0.1865, -0.2473, -0.2491, -0.3001, -0.2756, -0.1701, -0.1352, -0.1648, -0.1546, -0.1546, -0.1875, -0.2019, -0.2099, -0.2235, -0.2235, -0.1656, -0.1389, -0.0701, -0.1075, -0.0974, -0.0916, -0.0044, -0.022, -0.054, -0.0363, 0.0086, 0.0086, -0.0789, -0.0828, -0.1016, -0.1234, -0.1516, -0.0921, -0.0684, -0.1196, -0.2097, -0.1822, -0.1656, -0.2357, -0.3147, -0.2013, -0.1384, -0.1485, -0.178, -0.1676, -0.0908, -0.0908, -0.0954, -0.0557, -0.0018, -0.0917, -0.0667, -0.0484, -0.0156, -0.0271, -0.1541, -0.1558, -0.1948, -0.0929, -0.1127, -0.1713, -0.1193, -0.1055, 0.0389, 0.0022, 0.0478, 0.2045, 0.0791, 0.0998]}
{"unit_id": "orig:1975571220684021784", "ticker_idx": 0, "ts": "2025-10-07T14:37:38+00:00", "symbol": "SEI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SOME GOOD NAMES I AM BUYING THAT ARE RED TODAY. $SEI - Down 6%", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying SEI, WDC, and RBRK on dips of 6%, 2.5%, and 2.8% respectively.", "resolved_tickers": ["SEI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Equipment & Services'", "bench_c_industry": "Oil & Gas Equipment & Services", "unit_kind": "original", "lang": "en", "tweet_text": "SOME GOOD NAMES I AM BUYING THAT ARE RED TODAY. \n\n$SEI - Down 6%\n$WDC - Down 2.5%\n$RBRK - Down 2.8%\n\nDo your own research. Ask any questions below and I will try to respond.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06129397560163197, "ret_signed_m1d": 0.06129397560163197, "alpha_spy_m1d": 0.05757266490120583, "alpha_c_m1d": 0.06285835799571848, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": -0.0015643823940865165, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09443809309335749, "ret_signed_p1d": 0.09443809309335749, "alpha_spy_p1d": 0.08847503782378618, "alpha_c_p1d": 0.10024889286696792, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.005810799773610431, "ret_p1w": 0.1975028877392353, "ret_signed_p1w": 0.1975028877392353, "alpha_spy_p1w": 0.20779997637763525, "alpha_c_p1w": 0.23236716338015306, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.03486427564091776, "ret_p1m": 0.21362080406303652, "ret_signed_p1m": 0.21362080406303652, "alpha_spy_p1m": 0.20097721385769618, "alpha_c_p1m": 0.23675199383132883, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.023131189768292315, "ret_p3m": 0.14345462331975578, "ret_signed_p3m": 0.14345462331975578, "alpha_spy_p3m": 0.11943997830985853, "alpha_c_p3m": 0.1145320719721965, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.028922551347559278, "ret_p6m": 0.26505628978103735, "ret_signed_p6m": 0.26505628978103735, "alpha_spy_p6m": 0.2802240729666102, "alpha_c_p6m": -0.07277490806761655, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": 0.3378311978486539, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21362080406303652, "alpha_spy_stated": 0.20097721385769618, "alpha_c_stated": 0.23675199383132883, "price_path": [-0.3057, -0.2944, -0.2808, -0.3127, -0.3242, -0.3439, -0.3398, -0.3543, -0.3606, -0.3348, -0.2346, -0.265, -0.2625, -0.2355, -0.2478, -0.2611, -0.3213, -0.302, -0.3052, -0.2842, -0.3077, -0.3217, -0.3134, -0.3066, -0.3676, -0.381, -0.3735, -0.3801, -0.3936, -0.3857, -0.3649, -0.3518, -0.3527, -0.3247, -0.3299, -0.2826, -0.2855, -0.2855, -0.3244, -0.3898, -0.4009, -0.4018, -0.4131, -0.4364, -0.3357, -0.3147, -0.2973, -0.2717, -0.2697, -0.2449, -0.1775, -0.1457, -0.0933, -0.1146, -0.151, -0.1328, -0.0985, -0.0608, -0.0926, -0.0393, 0.0309, 0.0134, 0.0613, 0.0, 0.0944, 0.0826, 0.0211, 0.1787, 0.1975, 0.2463, 0.2295, 0.1662, 0.1614, 0.1126, 0.0531, 0.0829, 0.156, 0.0931, 0.1253, 0.1805, 0.2057, 0.2084, 0.2252, 0.2193, 0.2136, 0.2141, 0.1512, 0.1432, 0.1385, 0.0736, 0.0202, 0.0263, 0.0381, -0.0177, 0.0102, -0.064, -0.0277, 0.0415, 0.0602, 0.0586, 0.0586, 0.0872, 0.1081, 0.1455, 0.2089, 0.2518, 0.2568, 0.2172, 0.2215, 0.2431, 0.2304, 0.0481, -0.009, -0.0078, -0.0754, -0.0204, 0.0229, 0.0338, 0.0213, 0.0254, 0.0254, 0.0158, 0.0142, 0.0488, 0.0459, 0.0459, 0.1435, 0.2035, 0.2024, 0.1623, 0.1501, 0.2094, 0.1678, 0.2008, 0.1835, 0.2604, 0.2938, 0.2938, 0.2504, 0.2968, 0.2957, 0.2217, 0.183, 0.2263, 0.2233, 0.2784, 0.2556, 0.2929, 0.2875, 0.0984, 0.049, 0.1735, 0.2049, 0.2044, 0.2224, 0.171, 0.2884, 0.2884, 0.1953, 0.1557, 0.1371, 0.1202, 0.1528, 0.2163, 0.2563, 0.1594, 0.1291, 0.1218, 0.0829, 0.1382, 0.1478, 0.1139, 0.125, 0.2322, 0.2623, 0.2163, 0.1859, 0.2997, 0.4411, 0.5636, 0.5025, 0.4096, 0.3884, 0.3912, 0.3987, 0.3786, 0.3189, 0.2051, 0.2888, 0.2651]}
{"unit_id": "orig:1975571220684021784", "ticker_idx": 1, "ts": "2025-10-07T14:37:38+00:00", "symbol": "WDC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$WDC - Down 2.5%", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying SEI, WDC, and RBRK on dips of 6%, 2.5%, and 2.8% respectively.", "resolved_tickers": ["WDC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "SOME GOOD NAMES I AM BUYING THAT ARE RED TODAY. \n\n$SEI - Down 6%\n$WDC - Down 2.5%\n$RBRK - Down 2.8%\n\nDo your own research. Ask any questions below and I will try to respond.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04460928575114864, "ret_signed_m1d": 0.04460928575114864, "alpha_spy_m1d": 0.0408879750507225, "alpha_c_m1d": 0.037888429970544424, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.006720855780604218, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010422720788417772, "ret_signed_p1d": 0.010422720788417772, "alpha_spy_p1d": 0.004459665518846467, "alpha_c_p1d": -0.007114436855959028, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": 0.0175371576443768, "ret_p1w": -0.05669977439005358, "ret_signed_p1w": -0.05669977439005358, "alpha_spy_p1w": -0.04640268575165363, "alpha_c_p1w": -0.042103118505655734, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.014596655884397847, "ret_p1m": 0.3349453305239871, "ret_signed_p1m": 0.3349453305239871, "alpha_spy_p1m": 0.3223017403186468, "alpha_c_p1m": 0.30200630555696284, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": 0.03293902496702428, "ret_p3m": 0.5663380530263016, "ret_signed_p3m": 0.5663380530263016, "alpha_spy_p3m": 0.5423234080164043, "alpha_c_p3m": 0.5545845185095104, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.011753534516791175, "ret_p6m": 1.4857167432398253, "ret_signed_p6m": 1.4857167432398253, "alpha_spy_p6m": 1.500884526425398, "alpha_c_p6m": 1.5386246472351992, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.05290790399537382, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3349453305239871, "alpha_spy_stated": 0.3223017403186468, "alpha_c_stated": 0.30200630555696284, "price_path": [-0.4581, -0.4492, -0.4426, -0.4376, -0.4459, -0.4418, -0.4337, -0.4275, -0.4415, -0.4227, -0.4252, -0.4268, -0.4254, -0.4119, -0.4051, -0.3446, -0.3625, -0.3563, -0.3684, -0.3855, -0.38, -0.3756, -0.3784, -0.3678, -0.3665, -0.365, -0.3749, -0.3646, -0.3682, -0.37, -0.3782, -0.359, -0.3402, -0.3361, -0.3281, -0.3167, -0.3309, -0.3309, -0.3178, -0.2837, -0.2455, -0.2326, -0.2221, -0.2117, -0.2077, -0.1983, -0.1857, -0.1463, -0.1404, -0.1583, -0.1232, -0.1109, -0.0627, -0.0807, -0.0854, -0.1061, -0.1088, -0.0266, 0.0011, 0.0889, 0.0945, 0.0949, 0.0446, 0.0, 0.0104, -0.0019, -0.0376, -0.0089, -0.0567, 0.0043, 0.0499, 0.0523, 0.0133, 0.0123, 0.0045, 0.0483, 0.0792, 0.0562, 0.0416, 0.1789, 0.1518, 0.2525, 0.3176, 0.2689, 0.3349, 0.3641, 0.3588, 0.4527, 0.4174, 0.3851, 0.3104, 0.316, 0.3545, 0.2746, 0.2838, 0.1693, 0.1606, 0.2585, 0.2958, 0.3153, 0.3153, 0.3619, 0.3636, 0.334, 0.2973, 0.3435, 0.4094, 0.4168, 0.4148, 0.5184, 0.5622, 0.4715, 0.4357, 0.4569, 0.3874, 0.4604, 0.5111, 0.475, 0.4875, 0.4984, 0.4984, 0.5149, 0.4994, 0.4692, 0.4376, 0.4376, 0.5663, 0.5678, 0.8307, 0.668, 0.5662, 0.6728, 0.7703, 0.7858, 0.7942, 0.8534, 0.8485, 0.8485, 0.8607, 1.0186, 1.0302, 0.9727, 1.0099, 1.1084, 1.3341, 1.3233, 1.0881, 1.255, 1.422, 1.2482, 1.1713, 1.3581, 1.3866, 1.191, 1.2843, 1.3708, 1.3498, 1.3498, 1.3709, 1.4748, 1.3755, 1.3826, 1.3401, 1.2579, 1.4279, 1.3553, 1.3341, 1.2538, 1.0913, 1.1805, 1.1626, 1.0476, 1.1879, 1.2226, 1.2443, 1.1806, 1.2733, 1.3895, 1.62, 1.5456, 1.646, 1.4471, 1.4612, 1.5134, 1.4724, 1.2822, 1.2988, 1.1012, 1.2583, 1.4857]}
{"unit_id": "orig:1975571220684021784", "ticker_idx": 2, "ts": "2025-10-07T14:37:38+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RBRK - Down 2.8%", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying SEI, WDC, and RBRK on dips of 6%, 2.5%, and 2.8% respectively.", "resolved_tickers": ["RBRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "SOME GOOD NAMES I AM BUYING THAT ARE RED TODAY. \n\n$SEI - Down 6%\n$WDC - Down 2.5%\n$RBRK - Down 2.8%\n\nDo your own research. Ask any questions below and I will try to respond.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03408803879839817, "ret_signed_m1d": 0.03408803879839817, "alpha_spy_m1d": 0.03036672809797203, "alpha_c_m1d": 0.03036672809797203, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003721310700426139, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05974842767295607, "ret_signed_p1d": 0.05974842767295607, "alpha_spy_p1d": 0.05378537240338477, "alpha_c_p1d": 0.05378537240338477, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": 0.005963055269571305, "ret_p1w": -0.016729582780562136, "ret_signed_p1w": -0.016729582780562136, "alpha_spy_p1w": -0.006432494142162182, "alpha_c_p1w": -0.006432494142162182, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.010297088638399954, "ret_p1m": -0.08993712611168436, "ret_signed_p1m": -0.08993712611168436, "alpha_spy_p1m": -0.1025807163170247, "alpha_c_p1m": -0.1025807163170247, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": 0.012643590205340338, "ret_p3m": -0.05069180854461475, "ret_signed_p3m": -0.05069180854461475, "alpha_spy_p3m": -0.074706453554512, "alpha_c_p3m": -0.074706453554512, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.02401464500989725, "ret_p6m": -0.3888050295271963, "ret_signed_p6m": -0.3888050295271963, "alpha_spy_p6m": -0.37363724634162343, "alpha_c_p6m": -0.37363724634162343, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.01516778318557288, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08993712611168436, "alpha_spy_stated": -0.1025807163170247, "alpha_c_stated": -0.1025807163170247, "price_path": [0.0835, 0.0634, 0.0797, 0.0986, 0.1005, 0.0935, 0.1083, 0.0884, 0.0537, 0.0672, 0.0781, 0.0692, 0.0957, 0.1223, 0.2003, 0.1943, 0.1025, 0.1638, 0.1011, 0.1543, 0.1288, 0.0995, 0.078, 0.1113, 0.1079, 0.0623, 0.0796, 0.0782, 0.0562, 0.0704, 0.0722, 0.1166, 0.1048, 0.0713, 0.101, 0.1702, 0.1245, 0.1245, 0.1057, 0.1034, 0.0887, 0.1438, 0.2026, 0.239, 0.0153, -0.0203, -0.0629, -0.0491, -0.0566, -0.0706, -0.0186, 0.0092, 0.0125, 0.0247, -0.0048, 0.0313, 0.0333, 0.0483, 0.0346, 0.0369, 0.0558, 0.0418, 0.0341, 0.0, 0.0597, 0.083, 0.0357, 0.0464, -0.0167, -0.0055, -0.0108, -0.0287, -0.0087, 0.0048, -0.0333, -0.0332, -0.0316, -0.0215, -0.0425, -0.0953, -0.1063, -0.0532, -0.0465, -0.0868, -0.0899, -0.1003, -0.0814, -0.0431, -0.0487, -0.0698, -0.1131, -0.1, -0.1234, -0.1346, -0.1185, -0.1486, -0.1624, -0.1523, -0.1335, -0.1425, -0.1425, -0.1281, -0.1371, -0.127, -0.1018, -0.1141, 0.0852, 0.1208, 0.1486, 0.1309, 0.0953, 0.0255, 0.0049, -0.02, -0.0794, -0.0452, -0.0166, 0.0026, -0.0094, -0.0088, -0.0088, -0.0106, -0.0187, -0.0205, -0.038, -0.038, -0.0507, -0.0755, -0.0552, -0.0331, -0.0985, -0.1125, -0.1023, -0.1092, -0.1429, -0.1314, -0.156, -0.156, -0.1839, -0.1906, -0.1811, -0.174, -0.1406, -0.2169, -0.2052, -0.2708, -0.2962, -0.3151, -0.344, -0.3475, -0.3919, -0.3576, -0.32, -0.2977, -0.3067, -0.3309, -0.3138, -0.3138, -0.327, -0.3158, -0.3187, -0.3686, -0.4055, -0.358, -0.3439, -0.3166, -0.3464, -0.3247, -0.3224, -0.3098, -0.2971, -0.2809, -0.2809, -0.2962, -0.2765, -0.3205, -0.3279, -0.3501, -0.3452, -0.3448, -0.3595, -0.3801, -0.3562, -0.3953, -0.4065, -0.4014, -0.4248, -0.4267, -0.384, -0.3888]}
{"unit_id": "thread:1978235263043215528", "ticker_idx": 0, "ts": "2025-10-14T23:03:35+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "WE'RE NOT BULLISH ENOUGH $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Argues consensus is insufficiently bullish on FLNC; implies further upside ahead.", "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": "WE’RE NOT BULLISH ENOUGH $FLNC\n\n---\n\n@JoshTradeOption", "reply_text": null, "parent_text": null, "quoted_text": null, "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": -0.07994362308785885, "alpha_c_p1d": -0.07994362308785885, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": -0.006810134562330372, "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": -0.2523990818782651, "alpha_c_p1m": -0.2523990818782651, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": 0.010328167476315375, "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": -0.2523990818782651, "alpha_c_stated": -0.2523990818782651, "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:1989422181517037813", "ticker_idx": 0, "ts": "2025-11-14T19:56:24+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SOFI WILL SUFFER A $DUOL STYLE COLLAPSE SOON. WILL LOOK TO REENTER PUTS SOON.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish SOFI; expects a DUOL-style collapse, planning to re-enter puts soon.", "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": "PREDICTION: $SOFI WILL SUFFER A $DUOL STYLE COLLAPSE SOON. WILL LOOK TO REENTER PUTS SOON.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02048884619255631, "ret_signed_m1d": -0.02048884619255631, "alpha_spy_m1d": -0.020325269770861132, "alpha_c_m1d": -0.01038402364882618, "bench_spy_m1d": 0.0001635764216951774, "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": -0.028037339606513, "ret_signed_p1d": 0.028037339606513, "alpha_spy_p1d": 0.018720719033105238, "alpha_c_p1d": 0.008971547798410584, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.019065791808102417, "ret_p1w": -0.09453627568715972, "ret_signed_p1w": 0.09453627568715972, "alpha_spy_p1w": 0.07533775252763264, "alpha_c_p1w": 0.07966493157489751, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.014871344112262208, "ret_p1m": -0.07189072688495002, "ret_signed_p1m": 0.07189072688495002, "alpha_spy_p1m": 0.08498719008062139, "alpha_c_p1m": 0.12031779979694668, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": 0.04842707291199666, "ret_p3m": -0.2613228086812748, "ret_signed_p3m": 0.2613228086812748, "alpha_spy_p3m": 0.2941753836452531, "alpha_c_p3m": 0.2703663020495318, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": 0.00904349336825705, "ret_p6m": -0.41552838219811583, "ret_signed_p6m": 0.41552838219811583, "alpha_spy_p6m": 0.5220565651516577, "alpha_c_p6m": 0.39975869585596546, "bench_spy_p6m": 0.10652818295354183, "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": 0.07189072688495002, "alpha_spy_stated": 0.08498719008062139, "alpha_c_stated": 0.12031779979694668, "price_path": [-0.1822, -0.1905, -0.1614, -0.1006, -0.06, -0.0791, -0.1028, -0.064, -0.082, -0.082, -0.1046, -0.1197, -0.0877, -0.0798, -0.0669, -0.0665, -0.0827, -0.0669, -0.0457, -0.0054, -0.0144, -0.0244, 0.0104, 0.0607, 0.0715, 0.0457, 0.0223, 0.0108, 0.0058, -0.0097, -0.0503, -0.074, -0.0665, -0.0927, -0.0525, 0.0115, 0.0072, 0.0226, -0.0586, -0.0244, 0.0018, 0.0075, -0.0439, -0.046, 0.0309, 0.0334, -0.0226, 0.0093, 0.0428, 0.0784, 0.138, 0.1107, 0.0435, 0.0669, 0.101, 0.0557, 0.0809, -0.0237, 0.014, 0.0978, 0.1125, 0.1578, 0.0205, 0.0, -0.028, -0.0568, -0.0395, -0.1046, -0.0945, -0.0151, 0.0183, 0.0241, 0.0241, 0.0683, 0.0435, 0.0607, 0.0449, 0.064, -0.0014, -0.0075, -0.0356, -0.0262, -0.027, -0.0194, -0.0719, -0.0446, -0.0917, -0.055, -0.0208, -0.0169, -0.0226, -0.0122, -0.0122, -0.027, -0.0359, -0.0453, -0.059, -0.059, -0.0129, 0.0525, -0.0302, -0.0295, -0.0036, -0.0151, -0.0439, -0.0244, -0.0413, -0.0496, -0.0607, -0.0607, -0.0838, -0.0784, -0.0622, -0.0708, -0.0726, -0.0848, -0.1157, -0.1244, -0.1801, -0.2063, -0.2178, -0.2541, -0.3005, -0.2502, -0.2326, -0.2387, -0.2613, -0.3063, -0.2951, -0.2951, -0.2987, -0.2976, -0.3063, -0.3163, -0.3451, -0.3293, -0.3066, -0.3134, -0.3616, -0.339, -0.3311, -0.3278, -0.3081, -0.3206, -0.3246, -0.3426, -0.3339, -0.3638, -0.3616, -0.3663, -0.3756, -0.3825, -0.3861, -0.3925, -0.3835, -0.3997, -0.4047, -0.4295, -0.4526, -0.4554, -0.4292, -0.4382, -0.4303, -0.4303, -0.4152, -0.4209, -0.4073, -0.4152, -0.417, -0.3871, -0.3562, -0.3246, -0.316, -0.3016, -0.2991, -0.3231, -0.3149, -0.3415, -0.3372, -0.3257, -0.34, -0.4419, -0.4213, -0.4094, -0.4177, -0.4242, -0.4141, -0.4249, -0.4339, -0.4155]}
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{"unit_id": "reply:1970964988908187787", "ticker_idx": 1, "ts": "2025-09-24T21:34:06+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short $IREN long $NBIS will make billionaires when the dust settles", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: short IREN / long NBIS with high-conviction thesis that the trade will be massively profitable.", "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": "@ericjackson Short $IREN long $NBIS will make billionaires when the dust settles", "reply_text": null, "parent_text": "My PT is 900", "quoted_text": null, "parent_author": "ericjackson", "ret_m1d": 0.0490087159151118, "ret_signed_m1d": 0.0490087159151118, "alpha_spy_m1d": 0.044373959139074826, "alpha_c_m1d": 0.04559080263675086, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.00341791327836094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002223508316987033, "ret_signed_p1d": -0.002223508316987033, "alpha_spy_p1d": -0.007952542399596307, "alpha_c_p1d": -0.011964541425645514, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.009741033108658481, "ret_p1w": 0.16611080136772127, "ret_signed_p1w": 0.16611080136772127, "alpha_spy_p1w": 0.14913655059837905, "alpha_c_p1w": 0.17106676904312124, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": -0.004955967675399964, "ret_p1m": 0.08634426055236988, "ret_signed_p1m": 0.08634426055236988, "alpha_spy_p1m": 0.057167148483073804, "alpha_c_p1m": 0.0989905659951984, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": -0.01264630544282852, "ret_p3m": -0.1659255443488764, "ret_signed_p3m": -0.1659255443488764, "alpha_spy_p3m": -0.21446718440131496, "alpha_c_p3m": -0.1722489930903407, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.006323448741464288, "ret_p6m": 0.08967945234604224, "ret_signed_p6m": 0.08967945234604224, "alpha_spy_p6m": 0.09847369735081268, "alpha_c_p6m": 0.12758995074973767, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": -0.037910498403695425, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08634426055236988, "alpha_spy_stated": 0.057167148483073804, "alpha_c_stated": 0.0989905659951984, "price_path": [-0.4874, -0.5339, -0.5371, -0.5345, -0.5345, -0.5568, -0.5636, -0.5734, -0.5699, -0.5896, -0.5187, -0.5041, -0.5061, -0.5026, -0.5109, -0.5148, -0.5274, -0.5194, -0.5168, -0.5241, -0.5113, -0.5331, -0.5248, -0.4957, -0.5183, -0.4981, -0.4889, -0.4896, -0.3949, -0.3628, -0.3493, -0.3021, -0.3457, -0.3658, -0.3365, -0.328, -0.3775, -0.3749, -0.3869, -0.3609, -0.3513, -0.347, -0.3506, -0.3326, -0.3671, -0.3671, -0.3911, -0.3918, -0.3986, -0.3935, -0.4065, -0.1132, -0.1348, -0.1737, -0.1624, -0.1573, -0.1715, -0.1284, -0.128, -0.08, -0.0124, -0.0013, 0.049, 0.0, -0.0022, 0.0211, 0.0401, 0.0711, 0.1661, 0.1857, 0.1575, 0.0904, 0.1303, 0.2288, 0.2005, 0.255, 0.1872, 0.1657, 0.1399, 0.051, 0.0098, -0.0339, -0.0863, -0.0165, 0.0863, 0.162, 0.1287, 0.159, 0.1505, 0.212, 0.1161, 0.0241, 0.0839, 0.0139, 0.0309, 0.0186, -0.053, -0.1258, -0.1789, -0.2261, -0.2034, -0.1612, -0.1192, -0.2159, -0.2286, -0.1486, -0.1766, -0.1228, -0.1228, -0.1211, -0.0722, -0.1064, -0.0836, -0.0476, -0.0917, -0.0705, -0.1068, -0.1329, -0.1266, -0.1876, -0.2483, -0.25, -0.301, -0.2765, -0.1712, -0.1363, -0.1659, -0.1557, -0.1557, -0.1885, -0.2029, -0.211, -0.2245, -0.2245, -0.1667, -0.14, -0.0713, -0.1087, -0.0986, -0.0927, -0.0057, -0.0233, -0.0552, -0.0376, 0.0073, 0.0073, -0.0801, -0.084, -0.1027, -0.1245, -0.1527, -0.0933, -0.0696, -0.1207, -0.2108, -0.1832, -0.1667, -0.2367, -0.3156, -0.2023, -0.1395, -0.1496, -0.1791, -0.1687, -0.092, -0.092, -0.0965, -0.0569, -0.0031, -0.0928, -0.0679, -0.0497, -0.0169, -0.0283, -0.1552, -0.1568, -0.1958, -0.0941, -0.1139, -0.1724, -0.1204, -0.1066, 0.0376, 0.0009, 0.0464, 0.203, 0.0777, 0.0984, 0.1258, 0.0897]}
{"unit_id": "reply:1987535809935757807", "ticker_idx": 0, "ts": "2025-11-09T15:00:38+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Has to be $FLNC man trust", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive buy recommendation on FLNC as favorite stock under $5B.", "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": "@EndicottInvests Has to be $FLNC man trust", "reply_text": null, "parent_text": "$ZETA is easily my favorite stock under $5B right now \n\nPlease stay down here for as long as I can. \n\nSorry bulls I want to build this position out", "quoted_text": null, "parent_author": "EndicottInvests", "ret_m1d": -0.04589260936136119, "ret_signed_m1d": -0.04589260936136119, "alpha_spy_m1d": -0.030527994160839178, "alpha_c_m1d": -0.030527994160839178, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.015364615200522014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04864622894695103, "ret_signed_p1d": -0.04864622894695103, "alpha_spy_p1d": -0.05093540597480495, "alpha_c_p1d": -0.05093540597480495, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.002289177027853917, "ret_p1w": -0.2092703617117153, "ret_signed_p1w": -0.2092703617117153, "alpha_spy_p1w": -0.18612807158643285, "alpha_c_p1w": -0.18612807158643285, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.02314229012528246, "ret_p1m": 0.09866909262028556, "ret_signed_p1m": 0.09866909262028556, "alpha_spy_p1m": 0.0963212141142833, "alpha_c_p1m": 0.0963212141142833, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.0023478785060022656, "ret_p3m": -0.1303350175889224, "ret_signed_p3m": -0.1303350175889224, "alpha_spy_p3m": -0.12766753211189386, "alpha_c_p3m": -0.12766753211189386, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.0026674854770285528, "ret_p6m": -0.4176228064616312, "ret_signed_p6m": -0.4176228064616312, "alpha_spy_p6m": -0.48578894970678443, "alpha_c_p6m": -0.48578894970678443, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.06816614324515324, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09866909262028556, "alpha_spy_stated": 0.0963212141142833, "alpha_c_stated": 0.0963212141142833, "price_path": [-0.6535, -0.6528, -0.6352, -0.6301, -0.6411, -0.6567, -0.6861, -0.654, -0.6572, -0.6521, -0.6659, -0.6443, -0.6604, -0.6604, -0.682, -0.6902, -0.6902, -0.6535, -0.6691, -0.6888, -0.6898, -0.6815, -0.6788, -0.6609, -0.6558, -0.6586, -0.6365, -0.5704, -0.5135, -0.5314, -0.4869, -0.4617, -0.4534, -0.4768, -0.5044, -0.3827, -0.4011, -0.3671, -0.2997, -0.3653, -0.3134, -0.3162, -0.3993, -0.2708, -0.1533, -0.0161, -0.1014, -0.159, -0.1533, -0.2538, -0.3015, -0.2643, -0.1042, -0.14, -0.1693, -0.0693, -0.0606, -0.0363, -0.045, -0.1198, -0.0491, -0.0904, -0.0459, 0.0, -0.0486, -0.1184, -0.2542, -0.1781, -0.2093, -0.2189, -0.2285, -0.2882, -0.2933, -0.2749, -0.2304, -0.1285, -0.1285, -0.0987, -0.1101, -0.084, -0.089, 0.0711, 0.0996, 0.0491, 0.0987, 0.0927, 0.1836, 0.0184, -0.0124, -0.022, -0.1478, -0.1138, -0.084, -0.0615, -0.0973, -0.0899, -0.0899, -0.0725, -0.0835, -0.0886, -0.0922, -0.0922, 0.056, 0.0211, 0.0018, -0.0564, -0.028, 0.0647, 0.0684, 0.0932, 0.0395, 0.1703, 0.2428, 0.2428, 0.1707, 0.2088, 0.2515, 0.2363, 0.2446, 0.3052, 0.4222, 0.4488, 0.4121, 0.4176, 0.4791, 0.3304, -0.1303, -0.1078, -0.1097, -0.1285, -0.196, -0.1996, -0.1528, -0.1528, -0.184, -0.2001, -0.24, -0.2405, -0.2625, -0.2432, -0.2506, -0.2565, -0.2868, -0.3061, -0.3153, -0.2749, -0.2767, -0.3217, -0.2795, -0.2253, -0.2148, -0.2464, -0.2483, -0.2299, -0.2428, -0.2662, -0.2643, -0.3056, -0.2951, -0.2588, -0.2497, -0.3134, -0.3506, -0.4034, -0.3685, -0.4025, -0.3896, -0.3896, -0.3942, -0.3919, -0.3979, -0.3777, -0.3676, -0.3736, -0.3208, -0.302, -0.3125, -0.3788, -0.4204, -0.414, -0.3804, -0.3795, -0.386, -0.3869, -0.4332, -0.4571, -0.441, -0.4406, -0.4341, -0.4176]}
{"unit_id": "orig:1980690237970919668", "ticker_idx": 0, "ts": "2025-10-21T17:38:46+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Do not get shaken out here. The thesis remains the same. My PT is $50", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC despite BNP downgrade; author dismisses the call and reiterates $50 price target.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC is down 10% today on a downgrade by BNP Paribas. \n\nI can tell you, with a very high degree of certainty, that absolutely NO ONE has ever gotten rich listening to that clown firm. \n\nDo not get shaken out here. The thesis remains the same. My PT is $50 https://t.co/1T122nBJuV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.13468637781244475, "ret_signed_m1d": 0.13468637781244475, "alpha_spy_m1d": 0.13467143471036858, "alpha_c_m1d": 0.13467143471036858, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": 1.4943102076170334e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06396063635999993, "ret_signed_p1d": -0.06396063635999993, "alpha_spy_p1d": -0.058761720294120856, "alpha_c_p1d": -0.058761720294120856, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.005198916065879078, "ret_p1w": 0.11316113940266681, "ret_signed_p1w": 0.11316113940266681, "alpha_spy_p1w": 0.08966902445592528, "alpha_c_p1w": 0.08966902445592528, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": 0.023492114946741527, "ret_p1m": 0.0338252908559995, "ret_signed_p1m": 0.0338252908559995, "alpha_spy_p1m": 0.04672577172135728, "alpha_c_p1m": 0.04672577172135728, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.012900480865357777, "ret_p3m": 0.6654366262311109, "ret_signed_p3m": 0.6654366262311109, "alpha_spy_p3m": 0.6320475022608443, "alpha_c_p3m": 0.6320475022608443, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": 0.03338912397026661, "ret_p6m": -0.06457565657777786, "ret_signed_p6m": -0.06457565657777786, "alpha_spy_p6m": -0.11319170988816551, "alpha_c_p6m": -0.11319170988816551, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.04861605331038765, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0338252908559995, "alpha_spy_stated": 0.04672577172135728, "alpha_c_stated": 0.04672577172135728, "price_path": [-0.4244, -0.4231, -0.4563, -0.4803, -0.4957, -0.5006, -0.5215, -0.4785, -0.4742, -0.4803, -0.4422, -0.4348, -0.4379, -0.5467, -0.5357, -0.5347, -0.5111, -0.5043, -0.5191, -0.54, -0.5793, -0.5363, -0.5406, -0.5338, -0.5523, -0.5234, -0.5449, -0.5449, -0.5738, -0.5849, -0.5849, -0.5357, -0.5566, -0.583, -0.5843, -0.5732, -0.5695, -0.5455, -0.5387, -0.5424, -0.5129, -0.4244, -0.3481, -0.3721, -0.3124, -0.2786, -0.2675, -0.2989, -0.3358, -0.1728, -0.1974, -0.1519, -0.0615, -0.1494, -0.08, -0.0836, -0.195, -0.0228, 0.1347, 0.3186, 0.2042, 0.127, 0.1347, 0.0, -0.064, -0.0141, 0.2005, 0.1525, 0.1132, 0.2472, 0.2589, 0.2915, 0.2798, 0.1796, 0.2743, 0.2189, 0.2786, 0.3401, 0.2749, 0.1814, -0.0006, 0.1015, 0.0597, 0.0467, 0.0338, -0.0461, -0.0529, -0.0283, 0.0314, 0.1679, 0.1679, 0.2079, 0.1925, 0.2276, 0.2208, 0.4354, 0.4736, 0.4059, 0.4723, 0.4643, 0.5861, 0.3647, 0.3235, 0.3106, 0.1421, 0.1876, 0.2276, 0.2577, 0.2097, 0.2196, 0.2196, 0.2429, 0.2282, 0.2214, 0.2165, 0.2165, 0.4151, 0.3684, 0.3426, 0.2645, 0.3026, 0.4268, 0.4317, 0.4649, 0.393, 0.5683, 0.6654, 0.6654, 0.5689, 0.6199, 0.6771, 0.6568, 0.6679, 0.7491, 0.9059, 0.9416, 0.8924, 0.8998, 0.9822, 0.7829, 0.1654, 0.1956, 0.1931, 0.1679, 0.0775, 0.0726, 0.1353, 0.1353, 0.0935, 0.072, 0.0185, 0.0178, -0.0117, 0.0141, 0.0043, -0.0037, -0.0443, -0.0701, -0.0824, -0.0283, -0.0308, -0.091, -0.0344, 0.0381, 0.0523, 0.0098, 0.0074, 0.032, 0.0148, -0.0166, -0.0141, -0.0695, -0.0554, -0.0068, 0.0055, -0.08, -0.1298, -0.2005, -0.1538, -0.1993, -0.182, -0.182, -0.1882, -0.1851, -0.1931, -0.1661, -0.1525, -0.1605, -0.0898, -0.0646]}
{"unit_id": "orig:1983538535048286552", "ticker_idx": 0, "ts": "2025-10-29T14:16:53+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Small bets often turn into high reward $BE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BE; small bet with high reward potential.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Small bets often turn into high reward $BE https://t.co/FSwS4lAb6z", "reply_text": null, "parent_text": null, "quoted_text": null, "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": -0.03282806329128496, "alpha_c_p1d": -0.041311527039471274, "bench_spy_p1d": -0.010998187142508109, "bench_c_p1d": -0.002514723394321794, "ret_p1w": 0.05758729011748387, "ret_signed_p1w": 0.05758729011748387, "alpha_spy_p1w": 0.071858630003509, "alpha_c_p1w": 0.06971000965133756, "bench_spy_p1w": -0.014271339886025136, "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": 0.03345370148909188, "alpha_c_p3m": -0.019399618543674224, "bench_spy_p3m": 0.010746344181142842, "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:1988221281544843659", "ticker_idx": 0, "ts": "2025-11-11T12:24:27+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This company will retire us", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisively bullish NBIS; author endorses the generational growth thesis and $100B MC path.", "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 company will retire us", "reply_text": null, "parent_text": null, "quoted_text": "Wow, $NBIS just blew away ARR expectations on growth and just signed a surprisising $3B hyperscaler deal with $META from their ER.\n\nThey now expect $7-9B ARR 2026, which is ~2.1B+ revenue/quarter. \n\nThis is exactly how Nebius grows grow to a $100B MC and $NBIS is a generational https://t.co/A5jCF3rb6K", "parent_author": null, "ret_m1d": 0.07562116645693662, "ret_signed_m1d": 0.07562116645693662, "alpha_spy_m1d": 0.07790511512197362, "alpha_c_m1d": 0.08367728376365802, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.0080561173067214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07689298098696984, "ret_signed_p1d": -0.07689298098696984, "alpha_spy_p1d": -0.07744937135333418, "alpha_c_p1d": -0.07111364963830213, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": -0.0057793313486677045, "ret_p1w": -0.11426335517212038, "ret_signed_p1w": -0.11426335517212038, "alpha_spy_p1w": -0.0807055825248475, "alpha_c_p1w": -0.09333511222003488, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928242952085507, "ret_p1m": -0.08442579514531079, "ret_signed_p1m": -0.08442579514531079, "alpha_spy_p1m": -0.09111698623787501, "alpha_c_p1m": -0.10955706560117828, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131270455867494, "ret_p3m": -0.15769910540088283, "ret_signed_p3m": -0.15769910540088283, "alpha_spy_p3m": -0.17184367481015295, "alpha_c_p3m": -0.1746409168485713, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.01694181144768847, "ret_p6m": 0.9085305616135924, "ret_signed_p6m": 0.9085305616135924, "alpha_spy_p6m": 0.8279910963268098, "alpha_c_p6m": 0.8743309768604137, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.034199584753178636, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08442579514531079, "alpha_spy_stated": -0.09111698623787501, "alpha_c_stated": -0.10955706560117828, "price_path": [-0.3303, -0.2994, -0.2904, -0.3427, -0.34, -0.3526, -0.3252, -0.315, -0.3105, -0.3142, -0.2952, -0.3316, -0.3316, -0.3571, -0.3578, -0.365, -0.3595, -0.3733, -0.0636, -0.0864, -0.1275, -0.1155, -0.1102, -0.1251, -0.0796, -0.0792, -0.0285, 0.0428, 0.0546, 0.1077, 0.056, 0.0536, 0.0783, 0.0983, 0.131, 0.2314, 0.252, 0.2223, 0.1514, 0.1935, 0.2976, 0.2677, 0.3252, 0.2537, 0.231, 0.2037, 0.1098, 0.0663, 0.0202, -0.0352, 0.0385, 0.1471, 0.2271, 0.1918, 0.2238, 0.2148, 0.2798, 0.1785, 0.0814, 0.1446, 0.0706, 0.0886, 0.0756, 0.0, -0.0769, -0.1329, -0.1827, -0.1589, -0.1143, -0.0699, -0.172, -0.1855, -0.101, -0.1305, -0.0737, -0.0737, -0.0719, -0.0203, -0.0564, -0.0323, 0.0057, -0.0409, -0.0185, -0.0568, -0.0844, -0.0777, -0.1421, -0.2062, -0.2081, -0.2619, -0.2361, -0.1248, -0.0879, -0.1193, -0.1085, -0.1085, -0.1431, -0.1583, -0.1668, -0.1811, -0.1811, -0.12, -0.0919, -0.0194, -0.0588, -0.0481, -0.042, 0.05, 0.0314, -0.0023, 0.0163, 0.0637, 0.0637, -0.0287, -0.0328, -0.0525, -0.0755, -0.1053, -0.0426, -0.0175, -0.0715, -0.1666, -0.1375, -0.12, -0.194, -0.2773, -0.1577, -0.0914, -0.102, -0.1331, -0.1222, -0.0412, -0.0412, -0.046, -0.0041, 0.0527, -0.0421, -0.0158, 0.0035, 0.0382, 0.026, -0.1079, -0.1097, -0.1509, -0.0434, -0.0643, -0.1261, -0.0712, -0.0566, 0.0956, 0.0569, 0.105, 0.2703, 0.138, 0.1599, 0.1888, 0.1507, 0.1167, 0.1241, 0.1259, 0.0367, -0.0137, -0.0974, 0.0151, -0.0026, 0.0646, 0.0646, 0.101, 0.1485, 0.2229, 0.3337, 0.4182, 0.512, 0.5842, 0.6315, 0.6175, 0.5373, 0.557, 0.5315, 0.5275, 0.5367, 0.4396, 0.4181, 0.3257, 0.3812, 0.3523, 0.5113, 0.7259, 0.721, 0.9085]}
{"unit_id": "orig:1981027682398642553", "ticker_idx": 0, "ts": "2025-10-22T15:59:39+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS is cheaper now than at ANY point in time since the company became public. For investors that are willing to ride out the volatility these prices provide for an attractive entry that will create generational wealth.", "tweet_type": "prediction", "timeline": "years", "summary": "Strong buy on NBIS at all-time low valuation since IPO; current prices offer generational-wealth entry for patient investors.", "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": "Few will understand this. \n\n$NBIS is cheaper now than at ANY point in time since the company became public. \n\nFor investors that are willing to ride out the volatility these prices provide for an attractive entry that will create generational wealth. \n\nFortune favors the brave.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05739196790796086, "ret_signed_m1d": 0.05739196790796086, "alpha_spy_m1d": 0.052165881859361996, "alpha_c_m1d": 0.048657863779752564, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.008734104128208298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07645508725955352, "ret_signed_p1d": 0.07645508725955352, "alpha_spy_p1d": 0.07052512455358917, "alpha_c_p1d": 0.07982753952125954, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": -0.003372452261706016, "ret_p1w": 0.2685053233630823, "ret_signed_p1w": 0.2685053233630823, "alpha_spy_p1w": 0.23917012555835182, "alpha_c_p1w": 0.2628843698747365, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.005620953488345792, "ret_p1m": -0.14175626614873638, "ret_signed_p1m": -0.14175626614873638, "alpha_spy_p1m": -0.11889022747864852, "alpha_c_p1m": -0.09272482594359055, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.049031440205145826, "ret_p3m": 0.10251470623389292, "ret_signed_p3m": 0.10251470623389292, "alpha_spy_p3m": 0.06372500178007146, "alpha_c_p3m": 0.10335479023030947, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": -0.0008400839964165518, "ret_p6m": 0.6765361157285201, "ret_signed_p6m": 0.6765361157285201, "alpha_spy_p6m": 0.6198496238477531, "alpha_c_p6m": 0.6423339322291173, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.03420218349940285, "ret_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": [-0.4791, -0.4651, -0.4889, -0.4799, -0.4481, -0.4727, -0.4507, -0.4406, -0.4414, -0.3378, -0.3026, -0.2878, -0.2362, -0.2838, -0.3058, -0.2738, -0.2644, -0.3187, -0.3159, -0.3289, -0.3005, -0.29, -0.2853, -0.2892, -0.2695, -0.3072, -0.3072, -0.3336, -0.3343, -0.3418, -0.3361, -0.3504, -0.0294, -0.053, -0.0956, -0.0832, -0.0777, -0.0932, -0.046, -0.0456, 0.007, 0.0809, 0.0931, 0.1481, 0.0945, 0.0921, 0.1176, 0.1384, 0.1723, 0.2763, 0.2977, 0.2669, 0.1935, 0.2371, 0.345, 0.3139, 0.3736, 0.2994, 0.2759, 0.2476, 0.1503, 0.1053, 0.0574, 0.0, 0.0765, 0.189, 0.2719, 0.2353, 0.2685, 0.2592, 0.3265, 0.2216, 0.1209, 0.1864, 0.1097, 0.1284, 0.1149, 0.0365, -0.0432, -0.1013, -0.1529, -0.1282, -0.0819, -0.036, -0.1418, -0.1557, -0.0681, -0.0988, -0.0398, -0.0398, -0.038, 0.0155, -0.022, 0.003, 0.0424, -0.0059, 0.0173, -0.0224, -0.051, -0.044, -0.1108, -0.1772, -0.1792, -0.2349, -0.2082, -0.0929, -0.0547, -0.0871, -0.0759, -0.0759, -0.1118, -0.1276, -0.1364, -0.1512, -0.1512, -0.0879, -0.0587, 0.0164, -0.0244, -0.0134, -0.007, 0.0883, 0.0691, 0.0341, 0.0534, 0.1025, 0.1025, 0.0068, 0.0025, -0.0179, -0.0418, -0.0726, -0.0076, 0.0184, -0.0376, -0.1362, -0.1061, -0.0879, -0.1646, -0.251, -0.127, -0.0582, -0.0693, -0.1015, -0.0901, -0.0062, -0.0062, -0.0112, 0.0322, 0.0912, -0.0071, 0.0202, 0.0402, 0.076, 0.0635, -0.0753, -0.0772, -0.1199, -0.0085, -0.0301, -0.0942, -0.0373, -0.0222, 0.1356, 0.0955, 0.1453, 0.3167, 0.1796, 0.2022, 0.2322, 0.1927, 0.1575, 0.1652, 0.167, 0.0745, 0.0223, -0.0645, 0.0521, 0.0338, 0.1034, 0.1034, 0.1411, 0.1904, 0.2675, 0.3824, 0.47, 0.5672, 0.6421, 0.691, 0.6765]}
{"unit_id": "orig:1975585966753464576", "ticker_idx": 0, "ts": "2025-10-07T15:36:13+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BUYING EVERY DIP - $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Aggressively buying every dip in NBIS despite bearish pressure.", "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": "SOME CUNT WITH PUTS AT THE INFORMATION CANT DETER ME. \n\nBUYING EVERY DIP - $NBIS https://t.co/aDyNeC9gUI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763492888399302, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877438838053804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.016799547268621873, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.02274684519888437, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005947297930262496, "alpha_spy_stated": -0.018590888135602834, "alpha_c_stated": 0.016799547268621873, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
{"unit_id": "quote:1978210433996554331", "ticker_idx": 0, "ts": "2025-10-14T21:24:55+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC - WE'RE JUST GETTING STARTED", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish FLNC as US orders surge from electrification and data center demand growth.", "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 - WE'RE JUST GETTING STARTED", "reply_text": null, "parent_text": null, "quoted_text": "Fluence expects US orders to make up a large share of its backlog next year as power demand surges from electrification and data center growth https://t.co/DQA7p6EI7J", "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": -0.07994362308785885, "alpha_c_p1d": -0.07994362308785885, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": -0.006810134562330372, "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": -0.2523990818782651, "alpha_c_p1m": -0.2523990818782651, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": 0.010328167476315375, "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": -0.2523990818782651, "alpha_c_stated": -0.2523990818782651, "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:1965183562896072752", "ticker_idx": 0, "ts": "2025-09-08T22:40:47+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the company will raise capital in the near term so expect an offering soon", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish near-term: expects imminent equity/debt offering will dilute shareholders.", "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 - the press release notes that the company will raise capital in the near term so expect an offering soon. \n\n\"Nebius expects to finance the capital expenditure associated with the contract through a combination of cash flow coming from the deal and the issuance of debt secured against the contract in the near term\"\n\nhttps://t.co/aAZ9eZMGvC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.3307564067943376, "ret_signed_m1d": 0.3307564067943376, "alpha_spy_m1d": 0.32844985465659926, "alpha_c_m1d": 0.32512721579376413, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.0056291910005734636, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02434184915733928, "ret_signed_p1d": 0.02434184915733928, "alpha_spy_p1d": 0.027232654453100302, "alpha_c_p1d": 0.016980661144407105, "bench_spy_p1d": 0.002890805295761023, "bench_c_p1d": -0.007361188012932174, "ret_p1w": -0.06571250350304936, "ret_signed_p1w": 0.06571250350304936, "alpha_spy_p1w": 0.08058177958710144, "alpha_c_p1w": 0.09212619387968102, "bench_spy_p1w": 0.014869276084052085, "bench_c_p1w": 0.02641369037663166, "ret_p1m": 0.27455075683401486, "ret_signed_p1m": -0.27455075683401486, "alpha_spy_p1m": -0.2366528725573236, "alpha_c_p1m": -0.2701072291157738, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.00444352771824108, "ret_p3m": 0.024237355466335098, "ret_signed_p3m": -0.024237355466335098, "alpha_spy_p3m": 0.03305817016223278, "alpha_c_p3m": -0.0063236839564817515, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.017913671509853346, "ret_p6m": 0.02152107743755649, "ret_signed_p6m": -0.02152107743755649, "alpha_spy_p6m": 0.03803270004331316, "alpha_c_p6m": 0.01416088434343532, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": 0.03568196178099181, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.27455075683401486, "alpha_spy_stated": -0.2366528725573236, "alpha_c_stated": -0.2701072291157738, "price_path": [-0.4747, -0.5076, -0.4728, -0.4951, -0.4952, -0.4952, -0.4989, -0.504, -0.467, -0.4931, -0.4505, -0.4584, -0.422, -0.4744, -0.478, -0.475, -0.475, -0.5002, -0.5079, -0.5189, -0.5149, -0.5372, -0.4573, -0.4408, -0.4431, -0.4391, -0.4485, -0.4529, -0.4671, -0.458, -0.4551, -0.4633, -0.4489, -0.4735, -0.4642, -0.4314, -0.4567, -0.4341, -0.4236, -0.4245, -0.3177, -0.2814, -0.2662, -0.213, -0.2621, -0.2848, -0.2518, -0.2422, -0.2981, -0.2951, -0.3086, -0.2794, -0.2685, -0.2637, -0.2677, -0.2474, -0.2863, -0.2863, -0.3134, -0.3141, -0.3219, -0.316, -0.3308, 0.0, -0.0243, -0.0682, -0.0555, -0.0497, -0.0657, -0.0171, -0.0167, 0.0375, 0.1137, 0.1262, 0.1829, 0.1277, 0.1252, 0.1515, 0.1729, 0.2078, 0.315, 0.337, 0.3053, 0.2296, 0.2746, 0.3857, 0.3537, 0.4152, 0.3388, 0.3146, 0.2854, 0.1851, 0.1387, 0.0894, 0.0303, 0.1091, 0.225, 0.3104, 0.2728, 0.3069, 0.2973, 0.3667, 0.2586, 0.1548, 0.2223, 0.1433, 0.1626, 0.1487, 0.0679, -0.0142, -0.0741, -0.1272, -0.1018, -0.0541, -0.0068, -0.1158, -0.1302, -0.0399, -0.0715, -0.0108, -0.0108, -0.0089, 0.0463, 0.0076, 0.0334, 0.074, 0.0242, 0.0482, 0.0072, -0.0223, -0.015, -0.0839, -0.1523, -0.1543, -0.2118, -0.1842, -0.0654, -0.026, -0.0594, -0.048, -0.048, -0.0849, -0.1011, -0.1102, -0.1255, -0.1255, -0.0603, -0.0302, 0.0472, 0.0051, 0.0165, 0.0231, 0.1213, 0.1014, 0.0654, 0.0853, 0.1359, 0.1359, 0.0373, 0.0329, 0.0118, -0.0127, -0.0445, 0.0225, 0.0492, -0.0085, -0.11, -0.079, -0.0603, -0.1393, -0.2283, -0.1005, -0.0297, -0.0411, -0.0743, -0.0626, 0.0239, 0.0239, 0.0188, 0.0635, 0.1242, 0.023, 0.0511, 0.0717, 0.1087, 0.0957, -0.0473, -0.0492, -0.0932, 0.0215]}
{"unit_id": "quote:1989293644801876176", "ticker_idx": 0, "ts": "2025-11-14T11:25:38+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Stay strong kings we will go higher soon $SNDK $WDC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on SNDK and WDC; expects both to go higher on memory price surge driven by AI data center demand.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Stay strong kings we will go higher soon $SNDK $WDC", "reply_text": null, "parent_text": null, "quoted_text": "Samsung has hiked prices on key DDR5 server memory by 30% to 60% vs September as AI data center demand collides with a supply crunch, per Reuters. \n\nIts 32GB DDR5 modules are now about $239 vs $149, with other capacities up 30–50%. https://t.co/Pda3u7D5ng", "parent_author": null, "ret_m1d": -0.04166665165762817, "ret_signed_m1d": -0.04166665165762817, "alpha_spy_m1d": -0.04183022807932335, "alpha_c_m1d": -0.036252758994693046, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -0.005413892662935127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.046112689061352796, "ret_signed_p1d": 0.046112689061352796, "alpha_spy_p1d": 0.05542930963476056, "alpha_c_p1d": 0.061764354080293016, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.01565166501894022, "ret_p1w": -0.2120317855412529, "ret_signed_p1w": -0.2120317855412529, "alpha_spy_p1w": -0.19283326238172582, "alpha_c_p1w": -0.16014913485721427, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.051882650684038634, "ret_p1m": -0.2057365745652031, "ret_signed_p1m": -0.2057365745652031, "alpha_spy_p1m": -0.21883303776087448, "alpha_c_p1m": -0.19341658487474678, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": -0.012319989690456334, "ret_p3m": 1.358120940430327, "ret_signed_p3m": 1.358120940430327, "alpha_spy_p3m": 1.3252683654663486, "alpha_c_p3m": 1.364285401043213, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": -0.0061644606128862245, "ret_p6m": 5.088920507929875, "ret_signed_p6m": 5.088920507929875, "alpha_spy_p6m": 4.982392324976333, "alpha_c_p6m": 4.850875740097693, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.23804476783218242, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2057365745652031, "alpha_spy_stated": -0.21883303776087448, "alpha_c_stated": -0.19341658487474678, "price_path": [-0.8246, -0.8253, -0.821, -0.8176, -0.8159, -0.8137, -0.8094, -0.7999, -0.7936, -0.7936, -0.7991, -0.7914, -0.7541, -0.7303, -0.7226, -0.7226, -0.7092, -0.6683, -0.6611, -0.6455, -0.6398, -0.6303, -0.611, -0.5979, -0.5951, -0.5814, -0.6072, -0.629, -0.6179, -0.5534, -0.5585, -0.5234, -0.5116, -0.4948, -0.5233, -0.5241, -0.4811, -0.4898, -0.54, -0.4704, -0.4992, -0.4322, -0.4324, -0.4485, -0.4175, -0.4126, -0.4218, -0.3427, -0.2675, -0.3056, -0.3094, -0.1959, -0.2295, -0.2157, -0.1855, -0.2345, -0.1482, -0.1828, -0.0578, 0.0543, 0.0685, 0.1139, -0.0417, 0.0, 0.0461, -0.0363, -0.0323, -0.229, -0.212, -0.107, -0.1324, -0.1539, -0.1539, -0.1215, -0.1731, -0.192, -0.2352, -0.1607, -0.1011, -0.1129, -0.1365, -0.0838, -0.0494, -0.1888, -0.2057, -0.1765, -0.1862, -0.1365, -0.0651, -0.0516, -0.0364, -0.0161, -0.0161, -0.0162, -0.039, -0.0548, -0.066, -0.066, 0.0829, 0.0784, 0.3756, 0.3911, 0.3163, 0.4849, 0.5316, 0.5337, 0.5258, 0.6102, 0.6274, 0.6274, 0.7828, 0.9723, 0.9808, 0.8643, 0.8524, 0.8942, 1.076, 1.1219, 1.2673, 1.6174, 1.7365, 1.2999, 1.2671, 1.3527, 1.2954, 1.1311, 1.3581, 1.4799, 1.4652, 1.4652, 1.3237, 1.3623, 1.4437, 1.5573, 1.6223, 1.5123, 1.4881, 1.5649, 1.4998, 1.4358, 1.2246, 1.357, 1.2253, 1.0748, 1.3164, 1.435, 1.5788, 1.4348, 1.6032, 1.7685, 1.8335, 1.9654, 2.0378, 1.7924, 1.764, 1.7639, 1.6671, 1.3732, 1.423, 1.2525, 1.4998, 1.7256, 1.7604, 1.7604, 1.8511, 1.7967, 2.0725, 2.3505, 2.3513, 2.7476, 2.716, 2.5085, 2.6177, 2.6237, 2.5923, 2.5548, 2.8522, 2.6687, 2.8948, 3.2107, 2.9438, 3.1872, 3.3143, 3.6703, 3.9412, 4.5332, 4.5476, 4.2721, 5.1471, 5.0889]}
{"unit_id": "quote:1989293644801876176", "ticker_idx": 1, "ts": "2025-11-14T11:25:38+00:00", "symbol": "WDC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Stay strong kings we will go higher soon $SNDK $WDC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on SNDK and WDC; expects both to go higher on memory price surge driven by AI data center demand.", "resolved_tickers": ["WDC"], "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": "Stay strong kings we will go higher soon $SNDK $WDC", "reply_text": null, "parent_text": null, "quoted_text": "Samsung has hiked prices on key DDR5 server memory by 30% to 60% vs September as AI data center demand collides with a supply crunch, per Reuters. \n\nIts 32GB DDR5 modules are now about $239 vs $149, with other capacities up 30–50%. https://t.co/Pda3u7D5ng", "parent_author": null, "ret_m1d": -0.004245032727836051, "ret_signed_m1d": -0.004245032727836051, "alpha_spy_m1d": -0.0044086091495312285, "alpha_c_m1d": 0.0011688599350990758, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -0.005413892662935127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02927195088888035, "ret_signed_p1d": 0.02927195088888035, "alpha_spy_p1d": 0.03858857146228811, "alpha_c_p1d": 0.04492361590782057, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.01565166501894022, "ret_p1w": -0.11810178550679729, "ret_signed_p1w": -0.11810178550679729, "alpha_spy_p1w": -0.0989032623472702, "alpha_c_p1w": -0.06621913482275865, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.051882650684038634, "ret_p1m": 0.09090998876796164, "ret_signed_p1m": 0.09090998876796164, "alpha_spy_p1m": 0.07781352557229027, "alpha_c_p1m": 0.10322997845841797, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": -0.012319989690456334, "ret_p3m": 0.7357922460203725, "ret_signed_p3m": 0.7357922460203725, "alpha_spy_p3m": 0.7029396710563942, "alpha_c_p3m": 0.7419567066332587, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": -0.0061644606128862245, "ret_p6m": 2.2724567179209108, "ret_signed_p6m": 2.2724567179209108, "alpha_spy_p6m": 2.165928534967369, "alpha_c_p6m": 2.034411950088728, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.23804476783218242, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09090998876796164, "alpha_spy_stated": 0.07781352557229027, "alpha_c_stated": 0.10322997845841797, "price_path": [-0.5199, -0.5213, -0.5275, -0.5129, -0.4987, -0.4956, -0.4895, -0.4808, -0.4916, -0.4916, -0.4816, -0.4557, -0.4267, -0.4168, -0.4089, -0.401, -0.398, -0.3908, -0.3812, -0.3513, -0.3468, -0.3605, -0.3338, -0.3244, -0.2878, -0.3015, -0.305, -0.3207, -0.3228, -0.2603, -0.2393, -0.1726, -0.1683, -0.168, -0.2062, -0.2401, -0.2322, -0.2416, -0.2687, -0.2469, -0.2832, -0.2369, -0.2022, -0.2004, -0.23, -0.2308, -0.2367, -0.2034, -0.1799, -0.1974, -0.2085, -0.1042, -0.1248, -0.0483, 0.0012, -0.0358, 0.0144, 0.0366, 0.0325, 0.1038, 0.077, 0.0525, -0.0042, 0.0, 0.0293, -0.0315, -0.0245, -0.1115, -0.1181, -0.0437, -0.0153, -0.0006, -0.0006, 0.0348, 0.0362, 0.0137, -0.0142, 0.0209, 0.0709, 0.0766, 0.0751, 0.1537, 0.187, 0.1182, 0.0909, 0.107, 0.0543, 0.1097, 0.1482, 0.1208, 0.1303, 0.1386, 0.1386, 0.1511, 0.1394, 0.1164, 0.0924, 0.0924, 0.1902, 0.1914, 0.3911, 0.2674, 0.1901, 0.2711, 0.3452, 0.357, 0.3633, 0.4083, 0.4046, 0.4046, 0.4139, 0.5339, 0.5427, 0.499, 0.5272, 0.6021, 0.7736, 0.7654, 0.5867, 0.7135, 0.8404, 0.7083, 0.6499, 0.7918, 0.8135, 0.6649, 0.7358, 0.8015, 0.7855, 0.7855, 0.8015, 0.8805, 0.8051, 0.8105, 0.7782, 0.7157, 0.8449, 0.7898, 0.7736, 0.7126, 0.5891, 0.6569, 0.6433, 0.5559, 0.6625, 0.6889, 0.7053, 0.6569, 0.7274, 0.8157, 0.9908, 0.9343, 1.0106, 0.8594, 0.8702, 0.9099, 0.8787, 0.7341, 0.7468, 0.5966, 0.716, 0.8888, 0.8713, 0.8713, 0.9295, 0.9791, 1.1492, 1.1435, 1.1787, 1.2214, 1.3233, 1.3156, 1.2946, 1.3633, 1.3734, 1.4349, 1.4685, 1.5574, 1.563, 1.5423, 1.4805, 1.6186, 1.7566, 1.7376, 1.8064, 1.9516, 2.0651, 1.9431, 2.0451, 2.2725]}
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{"unit_id": "orig:1977922016800862582", "ticker_idx": 0, "ts": "2025-10-14T02:18:51+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ALASKA PEBBLE MINE PROJECT REALIZATION IMPLIES $155 PER SHARE PRICE FROM $3", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NAK to $155 from $3 if Trump admin approves Pebble Mine project.", "resolved_tickers": ["NAK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Other Industrial Metals & Mining'", "bench_c_industry": "Other Industrial Metals & Mining", "unit_kind": "original", "lang": "en", "tweet_text": "$NAK - ALASKA PEBBLE MINE PROJECT REALIZATION IMPLIES $155 PER SHARE PRICE FROM $3. \n\nMASSIVE POTENTIAL IF COMPANY RECEIVES APPROVAL FROM TRUMP ADMIN TO MINE ALASKA SITE. https://t.co/hqbFDskanj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036231849629747126, "ret_signed_m1d": -0.036231849629747126, "alpha_spy_m1d": -0.03745499016247966, "alpha_c_m1d": -0.026356447655499715, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.00987540197424741, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04347821955569664, "ret_signed_p1d": -0.04347821955569664, "alpha_spy_p1d": -0.04791774946530203, "alpha_c_p1d": -0.03898931371087855, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": -0.004488905844818092, "ret_p1w": -0.29710142611455714, "ret_signed_p1w": -0.29710142611455714, "alpha_spy_p1w": -0.3107824416204329, "alpha_c_p1w": -0.2912659179287854, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": -0.005835508185771721, "ret_p1m": -0.33695650389905085, "ret_signed_p1m": -0.33695650389905085, "alpha_spy_p1m": -0.36889402095164836, "alpha_c_p1m": -0.3261833381089627, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": -0.010773165790088135, "ret_p3m": -0.20289853069367103, "ret_signed_p3m": -0.20289853069367103, "alpha_spy_p3m": -0.25407546658631275, "alpha_c_p3m": -0.29164543825870415, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.08874690756503312, "ret_p6m": -0.4057971045791139, "ret_signed_p6m": -0.4057971045791139, "alpha_spy_p6m": -0.4324181142713085, "alpha_c_p6m": -0.5784705692160089, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": 0.17267346463689504, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.33695650389905085, "alpha_spy_stated": -0.36889402095164836, "alpha_c_stated": -0.3261833381089627, "price_path": [-0.4094, -0.6232, -0.6703, -0.6848, -0.663, -0.6812, -0.6775, -0.6957, -0.7319, -0.7029, -0.7138, -0.7283, -0.7174, -0.7138, -0.7101, -0.692, -0.6739, -0.6848, -0.6812, -0.6848, -0.6739, -0.6703, -0.6775, -0.692, -0.692, -0.6848, -0.6739, -0.6812, -0.6739, -0.6775, -0.6703, -0.6739, -0.6739, -0.6884, -0.6812, -0.692, -0.692, -0.7029, -0.7065, -0.7029, -0.7029, -0.7029, -0.6848, -0.6993, -0.7029, -0.7029, -0.6848, -0.663, -0.663, -0.6051, -0.6159, -0.587, -0.5471, -0.5652, -0.5725, -0.558, -0.5217, -0.4529, -0.3188, -0.2935, -0.2899, -0.2645, -0.0362, 0.0, -0.0435, -0.1884, -0.2572, -0.2572, -0.2971, -0.3261, -0.3152, -0.2609, -0.3116, -0.2826, -0.2681, -0.2681, -0.2717, -0.3261, -0.3514, -0.3442, -0.3768, -0.3623, -0.3442, -0.3442, -0.337, -0.3732, -0.3841, -0.3949, -0.4275, -0.4094, -0.4565, -0.4565, -0.4348, -0.3841, -0.3478, -0.3478, -0.3043, -0.3297, -0.337, -0.3007, -0.2428, -0.25, -0.2717, -0.2609, -0.279, -0.221, -0.221, -0.2609, -0.2464, -0.2464, -0.2174, -0.1993, -0.1594, -0.1594, -0.1884, -0.1884, -0.2101, -0.2717, -0.2754, -0.2862, -0.2862, -0.2935, -0.25, -0.2029, -0.1957, -0.2283, -0.2029, -0.25, -0.2283, -0.2319, -0.2681, -0.308, -0.308, -0.2536, -0.2609, -0.221, -0.2283, -0.1304, -0.0906, -0.1087, -0.1812, -0.2609, -0.2717, -0.1848, -0.2536, -0.3333, -0.2935, -0.2428, -0.2536, -0.2029, -0.192, -0.2174, -0.2174, -0.2645, -0.5543, -0.5217, -0.5254, -0.5, -0.4493, -0.4638, -0.4565, -0.4384, -0.4638, -0.5036, -0.5072, -0.5217, -0.529, -0.5109, -0.4855, -0.5109, -0.5181, -0.5254, -0.5109, -0.5326, -0.5326, -0.5399, -0.587, -0.5906, -0.5399, -0.5181, -0.5507, -0.5362, -0.5399, -0.4928, -0.4638, -0.4601, -0.4601, -0.413, -0.4529, -0.4058]}
{"unit_id": "orig:1970589325143273713", "ticker_idx": 0, "ts": "2025-09-23T20:41:21+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I strongly expect a big announcement with an AI data center in the imminent future. Importantly investors are currently not pricing in the strong likelihood of this event at all. This stock should receive a $BE level pop once a contract is ultimately signed.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long FLNC; expects imminent AI data center contract announcement not priced in, stock to pop significantly on signing.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC was asked about the pipeline for potential AI data center opportunities. see below for the answer. I strongly expect a big announcement with an AI data center in the imminent future. Importantly investors are currently not pricing in the strong likelihood of this event at all. This stock should receive a $BE level pop once a contract is ultimately signed.\n\n@Nietschecapital", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08676209665036838, "ret_signed_m1d": -0.08676209665036838, "alpha_spy_m1d": -0.08995400956492317, "alpha_c_m1d": -0.08995400956492317, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.003191912914554784, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04919492147114912, "ret_signed_p1d": 0.04919492147114912, "alpha_spy_p1d": 0.0538082963765828, "alpha_c_p1d": 0.0538082963765828, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.004613374905433676, "ret_p1w": 0.20304109500233736, "ret_signed_p1w": 0.20304109500233736, "alpha_spy_p1w": 0.1919230653441426, "alpha_c_p1w": 0.1919230653441426, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": 0.01111802965819475, "ret_p1m": 0.43381039795002674, "ret_signed_p1m": 0.43381039795002674, "alpha_spy_p1m": 0.4176856012204877, "alpha_c_p1m": 0.4176856012204877, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": 0.016124796729539037, "ret_p3m": 0.8291592311918028, "ret_signed_p3m": 0.8291592311918028, "alpha_spy_p3m": 0.7902034462929792, "alpha_c_p3m": 0.7902034462929792, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": 0.038955784898823564, "ret_p6m": 0.43381039795002674, "ret_signed_p6m": 0.43381039795002674, "alpha_spy_p6m": 0.4328276622435625, "alpha_c_p6m": 0.4328276622435625, "bench_spy_p6m": 0.0009827357064642328, "bench_c_p6m": 0.0009827357064642328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43381039795002674, "alpha_spy_stated": 0.4176856012204877, "alpha_c_stated": 0.4176856012204877, "price_path": [-0.4508, -0.3998, -0.3435, -0.3309, -0.2478, -0.2478, -0.2862, -0.2478, -0.2182, -0.2335, -0.2692, -0.2898, -0.2558, -0.2603, -0.263, -0.1986, -0.1476, -0.0868, -0.1556, -0.1628, -0.161, -0.2093, -0.2442, -0.2665, -0.2737, -0.3041, -0.2415, -0.2352, -0.2442, -0.1887, -0.178, -0.1825, -0.3408, -0.3247, -0.3233, -0.2889, -0.2791, -0.3005, -0.3309, -0.3882, -0.3256, -0.3318, -0.322, -0.3488, -0.3068, -0.3381, -0.3381, -0.3801, -0.3962, -0.3962, -0.3247, -0.3551, -0.3936, -0.3953, -0.3792, -0.3739, -0.339, -0.3292, -0.3345, -0.2916, -0.1628, -0.0519, -0.0868, 0.0, 0.0492, 0.0653, 0.0197, -0.034, 0.203, 0.1673, 0.2335, 0.3649, 0.237, 0.3381, 0.3327, 0.1708, 0.4213, 0.6503, 0.9177, 0.7513, 0.6391, 0.6503, 0.4544, 0.3614, 0.4338, 0.746, 0.6762, 0.619, 0.814, 0.8309, 0.8784, 0.8614, 0.7156, 0.8533, 0.7728, 0.8596, 0.949, 0.8542, 0.7182, 0.4535, 0.602, 0.5411, 0.5224, 0.5036, 0.3873, 0.3775, 0.4132, 0.5, 0.6986, 0.6986, 0.7567, 0.7343, 0.7853, 0.7755, 1.0877, 1.1431, 1.0447, 1.1413, 1.1297, 1.3068, 0.9848, 0.9249, 0.9061, 0.661, 0.7272, 0.7853, 0.8292, 0.7594, 0.7737, 0.7737, 0.8077, 0.7862, 0.7764, 0.7692, 0.7692, 1.0581, 0.9902, 0.9526, 0.839, 0.8945, 1.0751, 1.0823, 1.1306, 1.0259, 1.2809, 1.4222, 1.4222, 1.2818, 1.356, 1.4392, 1.4097, 1.4258, 1.5438, 1.7719, 1.8238, 1.7522, 1.763, 1.8828, 1.593, 0.695, 0.7388, 0.7352, 0.6986, 0.5671, 0.5599, 0.6512, 0.6512, 0.5903, 0.559, 0.4812, 0.4803, 0.4374, 0.475, 0.4606, 0.449, 0.39, 0.3524, 0.3345, 0.4132, 0.4097, 0.322, 0.4043, 0.5098, 0.5304, 0.4687, 0.4651, 0.5009, 0.4758, 0.4302, 0.4338]}
{"unit_id": "orig:1985510311512981680", "ticker_idx": 0, "ts": "2025-11-04T00:52:01+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not many in the industry that would be able to provide this. $FLNC can though.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "FLNC named as one of few capable suppliers for Stargate Abilene's 1 GW BESS; implied beneficiary.", "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": "Stargate Abilene will have a 1 GW behind the meter Battery Energy Storage System. \n\nNo word on which company is supplying the BESS. My best guess would be $TSLA, given the very warm relationship between Sam Altman and Elon Musk;)\n\nJokes aside - Not many in the industry that would be able to provide this. $FLNC can though.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08498431359913705, "ret_signed_m1d": 0.08498431359913705, "alpha_spy_m1d": 0.0729885741737204, "alpha_c_m1d": 0.0729885741737204, "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": 0.08029191781415856, "ret_signed_p1d": 0.08029191781415856, "alpha_spy_p1d": 0.07682644147384532, "alpha_c_p1d": 0.07682644147384532, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": 0.08081330617300742, "ret_signed_p1w": 0.08081330617300742, "alpha_spy_p1w": 0.0693212018795224, "alpha_c_p1w": 0.0693212018795224, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": 0.03493222448558275, "ret_signed_p1m": 0.03493222448558275, "alpha_spy_p1m": 0.022121974170902003, "alpha_c_p1m": 0.022121974170902003, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": 0.6042752850978992, "ret_signed_p3m": 0.6042752850978992, "alpha_spy_p3m": 0.5764708161973686, "alpha_c_p3m": 0.5764708161973686, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.38321169262371213, "ret_signed_p6m": -0.38321169262371213, "alpha_spy_p6m": -0.44302998478658995, "alpha_c_p6m": -0.44302998478658995, "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": 0.03493222448558275, "alpha_spy_stated": 0.022121974170902003, "alpha_c_stated": 0.022121974170902003, "price_path": [-0.5271, -0.5209, -0.5235, -0.6157, -0.6064, -0.6056, -0.5855, -0.5798, -0.5923, -0.61, -0.6434, -0.6069, -0.6105, -0.6048, -0.6204, -0.5959, -0.6142, -0.6142, -0.6387, -0.6481, -0.6481, -0.6064, -0.6241, -0.6465, -0.6475, -0.6382, -0.635, -0.6147, -0.609, -0.6121, -0.5871, -0.512, -0.4473, -0.4677, -0.4171, -0.3884, -0.379, -0.4056, -0.4369, -0.2987, -0.3196, -0.281, -0.2044, -0.2789, -0.22, -0.2231, -0.3175, -0.1715, -0.0381, 0.1178, 0.0209, -0.0446, -0.0381, -0.1522, -0.2065, -0.1642, 0.0177, -0.0229, -0.0563, 0.0574, 0.0673, 0.0949, 0.085, 0.0, 0.0803, 0.0334, 0.0839, 0.1361, 0.0808, 0.0016, -0.1528, -0.0662, -0.1017, -0.1126, -0.1236, -0.1913, -0.1971, -0.1762, -0.1257, -0.0099, -0.0099, 0.024, 0.0109, 0.0407, 0.0349, 0.2169, 0.2492, 0.1919, 0.2482, 0.2414, 0.3446, 0.1569, 0.122, 0.1111, -0.0318, 0.0068, 0.0407, 0.0662, 0.0255, 0.0339, 0.0339, 0.0537, 0.0412, 0.0355, 0.0313, 0.0313, 0.1997, 0.1601, 0.1382, 0.0719, 0.1043, 0.2096, 0.2138, 0.2419, 0.1809, 0.3295, 0.4119, 0.4119, 0.33, 0.3733, 0.4218, 0.4046, 0.414, 0.4828, 0.6157, 0.646, 0.6043, 0.6105, 0.6804, 0.5115, -0.012, 0.0136, 0.0115, -0.0099, -0.0865, -0.0907, -0.0375, -0.0375, -0.073, -0.0912, -0.1366, -0.1371, -0.1621, -0.1403, -0.1486, -0.1554, -0.1898, -0.2117, -0.2221, -0.1762, -0.1783, -0.2294, -0.1814, -0.1199, -0.1079, -0.1439, -0.146, -0.1251, -0.1397, -0.1663, -0.1642, -0.2112, -0.1992, -0.158, -0.1475, -0.22, -0.2623, -0.3222, -0.2826, -0.3212, -0.3066, -0.3066, -0.3118, -0.3092, -0.316, -0.293, -0.2815, -0.2883, -0.2284, -0.207, -0.219, -0.2943, -0.3415, -0.3342, -0.2961, -0.2951, -0.3024, -0.3034, -0.3561, -0.3832]}
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{"unit_id": "quote:1984823539925729502", "ticker_idx": 0, "ts": "2025-11-02T03:23:02+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest in the actual power directly $FLNC $GEV $TE $EOSE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Play the data-center power bottleneck via FLNC, GEV, TE, EOSE, and NBIS rather than IREN.", "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": "Wrong answer. If you want to invest in the power bottleneck invest in the actual power directly $FLNC $GEV $TE $EOSE and then balance it out with $NBIS much safer", "reply_text": null, "parent_text": null, "quoted_text": "$IREN Satya (Microsoft CEO): “My problem is power &amp; DC, not chips’ https://t.co/ZLEKYYq4d7", "parent_author": null, "ret_m1d": 0.009130251750778307, "ret_signed_m1d": 0.009130251750778307, "alpha_spy_m1d": 0.011003476071462015, "alpha_c_m1d": 0.011003476071462015, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.0018732243206837085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07832768873609319, "ret_signed_p1d": -0.07832768873609319, "alpha_spy_p1d": -0.0664741413760741, "alpha_c_p1d": -0.0664741413760741, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.01185354736001909, "ret_p1w": 0.04709281473979998, "ret_signed_p1w": 0.04709281473979998, "alpha_spy_p1w": 0.04987329203195334, "alpha_c_p1w": 0.04987329203195334, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027804772921533605, "ret_p1m": -0.04084576661622874, "ret_signed_p1m": -0.04084576661622874, "alpha_spy_p1m": -0.03819704543855418, "alpha_c_p1m": -0.03819704543855418, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.0026487211776745623, "ret_p3m": 0.517059130467141, "ret_signed_p3m": 0.517059130467141, "alpha_spy_p3m": 0.498399654820453, "alpha_c_p3m": 0.498399654820453, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.018659475646688017, "ret_p6m": -0.4065352859964403, "ret_signed_p6m": -0.4065352859964403, "alpha_spy_p6m": -0.4539528076143945, "alpha_c_p6m": -0.4539528076143945, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.047417521617954206, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04084576661622874, "alpha_spy_stated": -0.03819704543855418, "alpha_c_stated": -0.03819704543855418, "price_path": [-0.5939, -0.5642, -0.5584, -0.5608, -0.6458, -0.6372, -0.6365, -0.618, -0.6127, -0.6242, -0.6406, -0.6713, -0.6377, -0.641, -0.6358, -0.6502, -0.6276, -0.6444, -0.6444, -0.667, -0.6756, -0.6756, -0.6372, -0.6535, -0.6742, -0.6752, -0.6665, -0.6636, -0.6449, -0.6396, -0.6425, -0.6194, -0.5502, -0.4906, -0.5094, -0.4628, -0.4363, -0.4277, -0.4522, -0.481, -0.3537, -0.3729, -0.3373, -0.2667, -0.3354, -0.2811, -0.284, -0.371, -0.2364, -0.1134, 0.0303, -0.0591, -0.1194, -0.1134, -0.2186, -0.2686, -0.2297, -0.062, -0.0995, -0.1302, -0.0255, -0.0163, 0.0091, 0.0, -0.0783, -0.0043, -0.0476, -0.001, 0.0471, -0.0038, -0.0769, -0.2191, -0.1394, -0.172, -0.1821, -0.1922, -0.2547, -0.26, -0.2407, -0.1941, -0.0875, -0.0875, -0.0562, -0.0682, -0.0408, -0.0461, 0.1216, 0.1514, 0.0985, 0.1504, 0.1442, 0.2393, 0.0663, 0.0341, 0.024, -0.1076, -0.0721, -0.0408, -0.0173, -0.0548, -0.0471, -0.0471, -0.0288, -0.0404, -0.0457, -0.0495, -0.0495, 0.1057, 0.0692, 0.049, -0.012, 0.0178, 0.1148, 0.1187, 0.1446, 0.0884, 0.2254, 0.3013, 0.3013, 0.2259, 0.2657, 0.3104, 0.2946, 0.3032, 0.3667, 0.4892, 0.5171, 0.4786, 0.4844, 0.5488, 0.3931, -0.0894, -0.0658, -0.0678, -0.0875, -0.1581, -0.1619, -0.1129, -0.1129, -0.1456, -0.1624, -0.2042, -0.2047, -0.2278, -0.2076, -0.2153, -0.2215, -0.2532, -0.2734, -0.283, -0.2407, -0.2427, -0.2898, -0.2456, -0.1889, -0.1778, -0.211, -0.2129, -0.1937, -0.2071, -0.2316, -0.2297, -0.2729, -0.2619, -0.2239, -0.2143, -0.2811, -0.32, -0.3753, -0.3388, -0.3743, -0.3609, -0.3609, -0.3657, -0.3633, -0.3695, -0.3484, -0.3378, -0.3441, -0.2888, -0.2691, -0.2802, -0.3496, -0.3931, -0.3864, -0.3513, -0.3503, -0.357, -0.358, -0.4065]}
{"unit_id": "quote:1984823539925729502", "ticker_idx": 1, "ts": "2025-11-02T03:23:02+00:00", "symbol": "GEV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest in the actual power directly $FLNC $GEV $TE $EOSE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Play the data-center power bottleneck via FLNC, GEV, TE, EOSE, and NBIS rather than IREN.", "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": "quote", "lang": "en", "tweet_text": "Wrong answer. If you want to invest in the power bottleneck invest in the actual power directly $FLNC $GEV $TE $EOSE and then balance it out with $NBIS much safer", "reply_text": null, "parent_text": null, "quoted_text": "$IREN Satya (Microsoft CEO): “My problem is power &amp; DC, not chips’ https://t.co/ZLEKYYq4d7", "parent_author": null, "ret_m1d": 0.0066752235936378135, "ret_signed_m1d": 0.0066752235936378135, "alpha_spy_m1d": 0.008548447914321522, "alpha_c_m1d": 0.0024003961089753556, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274827484662458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05728933090911614, "ret_signed_p1d": -0.05728933090911614, "alpha_spy_p1d": -0.04543578354909705, "alpha_c_p1d": -0.04569619655201207, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593134357104073, "ret_p1w": -0.00251184835618945, "ret_signed_p1w": -0.00251184835618945, "alpha_spy_p1w": 0.00026862893596391046, "alpha_c_p1w": -0.0012166998397784567, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012951485164109933, "ret_p1m": 0.034958633980341824, "ret_signed_p1m": 0.034958633980341824, "alpha_spy_p1m": 0.03760735515801639, "alpha_c_p1m": 0.045580307261982145, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.01062167328164032, "ret_p3m": 0.2351068811095265, "ret_signed_p3m": 0.2351068811095265, "alpha_spy_p3m": 0.21644740546283847, "alpha_c_p3m": 0.15720477447948666, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790210663003982, "ret_p6m": 0.8759087789925866, "ret_signed_p6m": 0.8759087789925866, "alpha_spy_p6m": 0.8284912573746324, "alpha_c_p6m": 0.7616101280325198, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429865096006675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.034958633980341824, "alpha_spy_stated": 0.03760735515801639, "alpha_c_stated": 0.045580307261982145, "price_path": [0.1428, 0.1107, 0.1162, 0.1191, 0.1306, 0.0908, 0.0753, 0.0695, 0.0748, 0.0372, 0.0397, 0.0421, 0.044, 0.0358, 0.0764, 0.0703, 0.0897, 0.0541, 0.0541, -0.0031, -0.0077, 0.0298, 0.001, 0.0322, 0.0416, 0.1067, 0.0905, 0.0757, 0.0811, 0.0626, 0.0572, 0.0507, 0.0734, 0.1081, 0.0893, 0.0816, 0.0447, 0.0407, 0.036, 0.0574, 0.0424, 0.0425, 0.0232, 0.0373, 0.0423, 0.0756, 0.0907, 0.0397, 0.1148, 0.1082, 0.0592, 0.0352, 0.0318, 0.022, 0.007, -0.009, 0.0239, 0.0054, 0.0054, -0.0177, -0.0057, -0.0124, 0.0067, 0.0, -0.0573, -0.0371, -0.0535, -0.0105, -0.0025, -0.0089, -0.0101, -0.0397, -0.0051, -0.0073, -0.0453, 0.0243, -0.04, -0.0437, -0.0013, -0.015, 0.0146, 0.0146, 0.0318, -0.0075, 0.035, 0.0356, 0.0823, 0.0861, 0.0699, 0.0758, 0.2438, 0.2115, 0.1556, 0.1722, 0.1806, 0.0567, 0.1001, 0.1325, 0.1386, 0.138, 0.1481, 0.1481, 0.1414, 0.1414, 0.1348, 0.1244, 0.1244, 0.1691, 0.1722, 0.1816, 0.1403, 0.0819, 0.0717, 0.1015, 0.1227, 0.1091, 0.1057, 0.1734, 0.1734, 0.1791, 0.1499, 0.1392, 0.1325, 0.1466, 0.1926, 0.2251, 0.2351, 0.2506, 0.2998, 0.3433, 0.2847, 0.2698, 0.3418, 0.38, 0.3615, 0.4181, 0.4058, 0.381, 0.381, 0.4103, 0.4075, 0.4369, 0.4296, 0.4319, 0.5146, 0.5082, 0.509, 0.504, 0.5171, 0.4496, 0.4484, 0.4032, 0.3588, 0.4292, 0.4448, 0.4594, 0.4326, 0.386, 0.4245, 0.4541, 0.4789, 0.5115, 0.4661, 0.5205, 0.5666, 0.5912, 0.5041, 0.4697, 0.4081, 0.5038, 0.5414, 0.548, 0.548, 0.5459, 0.569, 0.6126, 0.6676, 0.7078, 0.7074, 0.7012, 0.6985, 0.6854, 0.7274, 0.7058, 0.7077, 0.9425, 0.9803, 0.9797, 0.9298, 0.8759]}
{"unit_id": "quote:1984823539925729502", "ticker_idx": 2, "ts": "2025-11-02T03:23:02+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest in the actual power directly $FLNC $GEV $TE $EOSE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Play the data-center power bottleneck via FLNC, GEV, TE, EOSE, and NBIS rather than IREN.", "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": "Wrong answer. If you want to invest in the power bottleneck invest in the actual power directly $FLNC $GEV $TE $EOSE and then balance it out with $NBIS much safer", "reply_text": null, "parent_text": null, "quoted_text": "$IREN Satya (Microsoft CEO): “My problem is power &amp; DC, not chips’ https://t.co/ZLEKYYq4d7", "parent_author": null, "ret_m1d": 0.08771928234615034, "ret_signed_m1d": 0.08771928234615034, "alpha_spy_m1d": 0.08959250666683405, "alpha_c_m1d": 0.08344445486148788, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274827484662458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0760233873284013, "ret_signed_p1d": 0.0760233873284013, "alpha_spy_p1d": 0.0878769346884204, "alpha_c_p1d": 0.08761652168550538, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593134357104073, "ret_p1w": 0.3157894443313545, "ret_signed_p1w": 0.3157894443313545, "alpha_spy_p1w": 0.31856992162350783, "alpha_c_p1w": 0.31708459284776547, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012951485164109933, "ret_p1m": 0.385964814437848, "ret_signed_p1m": 0.385964814437848, "alpha_spy_p1m": 0.3886135356155226, "alpha_c_p1m": 0.39658648771948835, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.01062167328164032, "ret_p3m": 1.596491203609462, "ret_signed_p3m": 1.596491203609462, "alpha_spy_p3m": 1.577831727962774, "alpha_c_p3m": 1.5185890969794222, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790210663003982, "ret_p6m": 0.4327485339349104, "ret_signed_p6m": 0.4327485339349104, "alpha_spy_p6m": 0.3853310123169562, "alpha_c_p6m": 0.31844988297484367, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429865096006675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.385964814437848, "alpha_spy_stated": 0.3886135356155226, "alpha_c_stated": 0.39658648771948835, "price_path": [-0.6345, -0.6287, -0.6257, -0.6374, -0.6345, -0.6082, -0.6316, -0.5673, -0.5468, -0.5731, -0.6111, -0.5673, -0.5351, -0.5263, -0.5292, -0.538, -0.5205, -0.5175, -0.5175, -0.4474, -0.4649, -0.4591, -0.4211, -0.4211, -0.4327, -0.4532, -0.4503, -0.4561, -0.4795, -0.4883, -0.4825, -0.4561, -0.4298, -0.4064, -0.462, -0.3567, -0.3363, -0.3567, -0.3187, -0.3626, -0.3012, -0.3099, -0.2602, -0.1813, -0.1637, -0.1433, 0.1199, 0.0643, 0.0234, 0.1725, 0.5322, 0.3713, 0.2632, 0.3918, 0.3099, 0.2018, 0.0848, 0.0146, 0.1199, 0.0819, 0.0526, 0.0643, 0.0877, 0.0, 0.076, 0.1959, 0.076, 0.114, 0.3158, 0.2895, 0.1257, 0.0205, -0.0175, -0.0702, -0.1053, -0.155, -0.2047, -0.2047, -0.0819, -0.038, 0.1228, 0.1228, 0.2047, 0.307, 0.386, 0.3216, 0.4942, 0.7047, 0.7602, 0.9678, 0.7982, 0.7164, 0.5643, 0.4795, 0.5906, 0.5848, 0.7602, 0.8801, 1.1345, 1.0789, 1.0614, 1.0614, 0.9883, 0.8772, 0.9006, 0.9532, 0.9532, 1.2924, 1.3977, 1.2368, 1.1287, 0.9912, 1.0292, 1.1082, 1.2982, 1.2982, 1.1667, 1.3889, 1.3889, 1.4211, 1.2865, 1.4474, 1.4854, 1.3801, 1.6667, 1.7749, 1.5965, 1.4357, 1.5322, 1.6579, 1.2602, 1.1257, 1.4181, 1.2339, 1.1959, 1.0029, 0.8158, 0.7895, 0.7895, 0.883, 0.8889, 0.845, 0.8158, 0.8392, 1.0731, 1.1111, 1.1316, 0.8012, 1.0, 0.9035, 1.076, 0.9912, 0.9649, 1.0936, 1.3333, 1.3801, 1.2632, 1.2281, 1.2573, 1.2778, 1.1433, 1.2544, 0.9298, 1.0, 0.9327, 0.9532, 0.8363, 0.6842, 0.6433, 0.2836, 0.3099, 0.2251, 0.2251, 0.1842, 0.1491, 0.2193, 0.2222, 0.3713, 0.4942, 0.4211, 0.5614, 0.4591, 0.4708, 0.4561, 0.4883, 0.576, 0.576, 0.5468, 0.5526, 0.4327]}
{"unit_id": "quote:1984823539925729502", "ticker_idx": 3, "ts": "2025-11-02T03:23:02+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "invest in the actual power directly $FLNC $GEV $TE $EOSE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Play the data-center power bottleneck via FLNC, GEV, TE, EOSE, and NBIS rather than IREN.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "Wrong answer. If you want to invest in the power bottleneck invest in the actual power directly $FLNC $GEV $TE $EOSE and then balance it out with $NBIS much safer", "reply_text": null, "parent_text": null, "quoted_text": "$IREN Satya (Microsoft CEO): “My problem is power &amp; DC, not chips’ https://t.co/ZLEKYYq4d7", "parent_author": null, "ret_m1d": 0.026248450966089854, "ret_signed_m1d": 0.026248450966089854, "alpha_spy_m1d": 0.028121675286773562, "alpha_c_m1d": 0.021973623481427396, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274827484662458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0973111085291759, "ret_signed_p1d": -0.0973111085291759, "alpha_spy_p1d": -0.08545756116915681, "alpha_c_p1d": -0.08571797417207183, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593134357104073, "ret_p1w": 0.22855318019554227, "ret_signed_p1w": 0.22855318019554227, "alpha_spy_p1w": 0.23133365748769563, "alpha_c_p1w": 0.22984832871195326, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012951485164109933, "ret_p1m": -0.18181819291903534, "ret_signed_p1m": -0.18181819291903534, "alpha_spy_p1m": -0.17916947174136078, "alpha_c_p1m": -0.17119651963739502, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.01062167328164032, "ret_p3m": 0.03137008504369421, "ret_signed_p3m": 0.03137008504369421, "alpha_spy_p3m": 0.01271060939700619, "alpha_c_p3m": -0.04653202158634562, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790210663003982, "ret_p6m": -0.564020487024748, "ret_signed_p6m": -0.564020487024748, "alpha_spy_p6m": -0.6114380086427023, "alpha_c_p6m": -0.6783191379848148, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429865096006675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18181819291903534, "alpha_spy_stated": -0.17916947174136078, "alpha_c_stated": -0.17119651963739502, "price_path": [-0.5864, -0.58, -0.5922, -0.5935, -0.6088, -0.5941, -0.5948, -0.6248, -0.5948, -0.6127, -0.6165, -0.6146, -0.5954, -0.5986, -0.557, -0.5442, -0.5435, -0.5583, -0.5583, -0.5192, -0.5122, -0.5301, -0.5384, -0.5602, -0.5531, -0.5602, -0.5378, -0.475, -0.4699, -0.4693, -0.4558, -0.4238, -0.3752, -0.3444, -0.3496, -0.3182, -0.3284, -0.3521, -0.2849, -0.2708, -0.2081, -0.2087, -0.1933, -0.1127, -0.1255, -0.0512, -0.0627, -0.1152, 0.0915, 0.0871, 0.1703, -0.0109, -0.0371, -0.0391, 0.0435, -0.0359, -0.0807, 0.0282, -0.0154, -0.0391, -0.08, -0.0832, 0.0262, 0.0, -0.0973, -0.0487, -0.0211, 0.169, 0.2286, 0.1857, 0.1056, -0.0266, -0.1165, -0.1677, -0.137, -0.1818, -0.1754, -0.2087, -0.1601, -0.1421, -0.0903, -0.0903, -0.0365, -0.129, -0.1818, -0.1325, -0.0019, -0.0403, -0.0122, -0.0429, -0.0531, 0.0525, -0.0499, -0.1274, -0.1485, -0.2145, -0.2119, -0.1633, -0.1748, -0.2343, -0.2305, -0.2305, -0.2414, -0.2734, -0.2734, -0.2663, -0.2663, -0.1697, -0.1383, -0.0941, -0.105, -0.1024, -0.0218, 0.0327, 0.0768, 0.1076, 0.0807, 0.1172, 0.1172, 0.1088, 0.1223, 0.1665, 0.0954, 0.0365, -0.0391, 0.0679, 0.0314, -0.0627, -0.096, -0.0778, -0.2061, -0.2778, -0.2119, -0.1524, -0.2177, -0.2586, -0.3092, -0.2894, -0.2894, -0.267, -0.2599, -0.267, -0.315, -0.3355, -0.265, -0.2875, -0.5685, -0.6354, -0.6223, -0.612, -0.5679, -0.5698, -0.6076, -0.605, -0.5896, -0.5871, -0.6082, -0.6344, -0.644, -0.6389, -0.662, -0.6466, -0.6677, -0.6581, -0.6741, -0.6735, -0.6914, -0.6889, -0.7186, -0.6825, -0.6805, -0.6818, -0.6818, -0.6901, -0.7132, -0.7061, -0.6191, -0.6402, -0.6056, -0.5954, -0.5467, -0.5448, -0.5416, -0.5416, -0.5499, -0.5301, -0.5563, -0.509, -0.5416, -0.564]}
{"unit_id": "quote:1984823539925729502", "ticker_idx": 4, "ts": "2025-11-02T03:23:02+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "balance it out with $NBIS much safer", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Play the data-center power bottleneck via FLNC, GEV, TE, EOSE, and NBIS rather than IREN.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "Wrong answer. If you want to invest in the power bottleneck invest in the actual power directly $FLNC $GEV $TE $EOSE and then balance it out with $NBIS much safer", "reply_text": null, "parent_text": null, "quoted_text": "$IREN Satya (Microsoft CEO): “My problem is power &amp; DC, not chips’ https://t.co/ZLEKYYq4d7", "parent_author": null, "ret_m1d": 0.08591355523068556, "ret_signed_m1d": 0.08591355523068556, "alpha_spy_m1d": 0.08778677955136927, "alpha_c_m1d": 0.07517320928842075, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.010740345942264806, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08242716198685718, "ret_signed_p1d": -0.08242716198685718, "alpha_spy_p1d": -0.07057361462683809, "alpha_c_p1d": -0.07556039454416452, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.006866767442692656, "ret_p1w": -0.08732467971995872, "ret_signed_p1w": -0.08732467971995872, "alpha_spy_p1w": -0.08454420242780536, "alpha_c_p1w": -0.08459553986936608, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027291398505926434, "ret_p1m": -0.19938577263277246, "ret_signed_p1m": -0.19938577263277246, "alpha_spy_p1m": -0.1967370514550979, "alpha_c_p1m": -0.2138236869377269, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.014437914304954447, "ret_p3m": -0.21216898231591608, "ret_signed_p3m": -0.21216898231591608, "alpha_spy_p3m": -0.2308284579626041, "alpha_c_p3m": -0.2701653729220579, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.05799639060614181, "ret_p6m": 0.12484430259595736, "ret_signed_p6m": 0.12484430259595736, "alpha_spy_p6m": 0.07742678097800315, "alpha_c_p6m": 0.0992672577336371, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.025577044862320264, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19938577263277246, "alpha_spy_stated": -0.1967370514550979, "alpha_c_stated": -0.2138236869377269, "price_path": [-0.5427, -0.4579, -0.4291, -0.417, -0.3747, -0.4137, -0.4317, -0.4055, -0.3979, -0.4423, -0.4399, -0.4507, -0.4274, -0.4188, -0.415, -0.4181, -0.402, -0.4329, -0.4329, -0.4545, -0.4551, -0.4612, -0.4565, -0.4682, -0.2054, -0.2248, -0.2596, -0.2495, -0.245, -0.2577, -0.2191, -0.2187, -0.1756, -0.1151, -0.1052, -0.0601, -0.104, -0.106, -0.0851, -0.0681, -0.0403, 0.0448, 0.0623, 0.0371, -0.023, 0.0127, 0.101, 0.0756, 0.1244, 0.0638, 0.0445, 0.0213, -0.0584, -0.0952, -0.1344, -0.1814, -0.1188, -0.0266, 0.0412, 0.0113, 0.0384, 0.0308, 0.0859, 0.0, -0.0824, -0.0288, -0.0916, -0.0763, -0.0873, -0.1515, -0.2167, -0.2643, -0.3065, -0.2863, -0.2484, -0.2108, -0.2974, -0.3089, -0.2372, -0.2622, -0.214, -0.214, -0.2125, -0.1687, -0.1994, -0.1789, -0.1467, -0.1862, -0.1672, -0.1997, -0.2231, -0.2174, -0.2721, -0.3265, -0.328, -0.3737, -0.3518, -0.2574, -0.2261, -0.2527, -0.2435, -0.2435, -0.2729, -0.2858, -0.293, -0.3052, -0.3052, -0.2533, -0.2294, -0.1679, -0.2014, -0.1923, -0.1871, -0.1091, -0.1248, -0.1535, -0.1377, -0.0975, -0.0975, -0.1758, -0.1793, -0.1961, -0.2156, -0.2408, -0.1876, -0.1663, -0.2122, -0.2929, -0.2682, -0.2533, -0.3161, -0.3868, -0.2853, -0.229, -0.2381, -0.2645, -0.2552, -0.1864, -0.1864, -0.1905, -0.155, -0.1067, -0.1872, -0.1649, -0.1485, -0.1191, -0.1294, -0.243, -0.2445, -0.2795, -0.1883, -0.206, -0.2585, -0.2119, -0.1996, -0.0703, -0.1032, -0.0624, 0.0779, -0.0344, -0.0159, 0.0087, -0.0237, -0.0525, -0.0462, -0.0447, -0.1204, -0.1631, -0.2342, -0.1387, -0.1537, -0.0967, -0.0967, -0.0658, -0.0255, 0.0376, 0.1317, 0.2034, 0.283, 0.3442, 0.3843, 0.3725, 0.3044, 0.3212, 0.2995, 0.2961, 0.3039, 0.2215, 0.2033, 0.1248]}
{"unit_id": "quote:1979189104458826210", "ticker_idx": 0, "ts": "2025-10-17T14:13:48+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 discussed this exact scenario in one of my write ups as a positive for the renewables sector. $FLNC $BE $TE $EOSE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Hydrogen hub funding support is a positive catalyst for renewables names FLNC, BE, TE, and 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": "OH BOY. I discussed this exact scenario in one of my write ups as a positive for the renewables sector. $FLNC $BE $TE $EOSE\n\ncc: @hiteshkar @Nietschecapital @JoshTradeOption", "reply_text": null, "parent_text": null, "quoted_text": "New in ME: GOP senators from WV, Pa, and Ohio are banding together to press Trump's DOE to keep federal funding for a pair of hydrogen hubs (Mid-Atlantic &amp; Appalachian Regional). McCormick and Capito led a letter to Trump &amp; Wright. Husted and Justice told me they also signed", "parent_author": null, "ret_m1d": 0.06848562665845659, "ret_signed_m1d": 0.06848562665845659, "alpha_spy_m1d": 0.07412979436880429, "alpha_c_m1d": 0.07412979436880429, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.005644167710347703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0068212821170954285, "ret_signed_p1d": 0.0068212821170954285, "alpha_spy_p1d": -0.003579218145827845, "alpha_c_p1d": -0.003579218145827845, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": 0.06521144038591209, "ret_signed_p1w": 0.06521144038591209, "alpha_spy_p1w": 0.04585533716064827, "alpha_c_p1w": 0.04585533716064827, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.05975449795983967, "ret_signed_p1m": -0.05975449795983967, "alpha_spy_p1m": -0.061680965942243704, "alpha_c_p1m": -0.061680965942243704, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": 0.0019264679824040343, "ret_p3m": 0.23601629880080077, "ret_signed_p3m": 0.23601629880080077, "alpha_spy_p3m": 0.19385751348897529, "alpha_c_p3m": 0.19385751348897529, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.042158785311825486, "ret_p6m": -0.2551160136300741, "ret_signed_p6m": -0.2551160136300741, "alpha_spy_p6m": -0.293672605780648, "alpha_c_p6m": -0.293672605780648, "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": -0.05975449795983967, "alpha_spy_stated": -0.061680965942243704, "alpha_c_stated": -0.061680965942243704, "price_path": [-0.4428, -0.4849, -0.4892, -0.4881, -0.5176, -0.5389, -0.5525, -0.5569, -0.5754, -0.5372, -0.5334, -0.5389, -0.505, -0.4985, -0.5012, -0.5978, -0.588, -0.5872, -0.5662, -0.5602, -0.5733, -0.5918, -0.6267, -0.5885, -0.5924, -0.5864, -0.6027, -0.5771, -0.5962, -0.5962, -0.6218, -0.6317, -0.6317, -0.588, -0.6065, -0.63, -0.6311, -0.6213, -0.618, -0.5967, -0.5907, -0.594, -0.5678, -0.4892, -0.4216, -0.4428, -0.3899, -0.3599, -0.3501, -0.3779, -0.4106, -0.266, -0.2879, -0.2475, -0.1673, -0.2453, -0.1836, -0.1869, -0.2857, -0.1329, 0.0068, 0.17, 0.0685, 0.0, 0.0068, -0.1127, -0.1694, -0.1252, 0.0652, 0.0226, -0.0123, 0.1067, 0.1171, 0.146, 0.1356, 0.0467, 0.1307, 0.0816, 0.1345, 0.1891, 0.1312, 0.0483, -0.1132, -0.0226, -0.0598, -0.0712, -0.0827, -0.1536, -0.1596, -0.1378, -0.0849, 0.0363, 0.0363, 0.0718, 0.0581, 0.0892, 0.0832, 0.2737, 0.3075, 0.2475, 0.3064, 0.2993, 0.4074, 0.2109, 0.1744, 0.1629, 0.0134, 0.0538, 0.0892, 0.116, 0.0734, 0.0821, 0.0821, 0.1029, 0.0898, 0.0838, 0.0794, 0.0794, 0.2557, 0.2142, 0.1913, 0.122, 0.1558, 0.266, 0.2704, 0.2999, 0.236, 0.3915, 0.4778, 0.4778, 0.3921, 0.4374, 0.4881, 0.4701, 0.4799, 0.552, 0.6911, 0.7228, 0.6791, 0.6857, 0.7588, 0.582, 0.0341, 0.0608, 0.0587, 0.0363, -0.0439, -0.0483, 0.0074, 0.0074, -0.0297, -0.0488, -0.0963, -0.0969, -0.1231, -0.1001, -0.1089, -0.116, -0.152, -0.1749, -0.1858, -0.1378, -0.14, -0.1935, -0.1432, -0.0789, -0.0663, -0.104, -0.1061, -0.0843, -0.0996, -0.1274, -0.1252, -0.1744, -0.1618, -0.1187, -0.1078, -0.1836, -0.2278, -0.2906, -0.2491, -0.2895, -0.2742, -0.2742, -0.2797, -0.2769, -0.284, -0.26, -0.248, -0.2551]}
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{"unit_id": "reply:1975759575405175162", "ticker_idx": 0, "ts": "2025-10-08T03:06:05+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This business is wildly profitable my friend", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ORCL; dismisses FUD, argues GPU underutilization losses are temporary and the business is wildly profitable.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KobeissiLetter stop spread fud. The article goes on to say the $100m in losses are because of underutilization of GPU’s and the ramp up of paying the cost of the GPU’s up front. This business is wildly profitable my friend", "reply_text": null, "parent_text": "Investing in 2025:\n\n1. Oracle: Loses $100 million on Nvidia chips\n\n2. Stock market: Erases $49 billion in Oracle stock\n\nWelcome to markets and AI.", "quoted_text": null, "parent_author": "KobeissiLetter", "ret_m1d": -0.015209970311534371, "ret_signed_m1d": -0.015209970311534371, "alpha_spy_m1d": -0.009282262292502397, "alpha_c_m1d": -0.009282262292502397, "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": 0.03064586239722833, "ret_signed_p1d": 0.03064586239722833, "alpha_spy_p1d": 0.03354283712216155, "alpha_c_p1d": 0.03354283712216155, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.002896974724933221, "ret_p1w": 0.05376032406560305, "ret_signed_p1w": 0.05376032406560305, "alpha_spy_p1w": 0.06555631216794744, "alpha_c_p1w": 0.06555631216794744, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.01179598810234439, "ret_p1m": -0.1538541668553789, "ret_signed_p1m": -0.1538541668553789, "alpha_spy_p1m": -0.14969439421020403, "alpha_c_p1m": -0.14969439421020403, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.004159772645174864, "ret_p3m": -0.33158650688597846, "ret_signed_p3m": -0.33158650688597846, "alpha_spy_p3m": -0.3563108138351063, "alpha_c_p3m": -0.3563108138351063, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.02472430694912786, "ret_p6m": -0.4906224880189527, "ret_signed_p6m": -0.4906224880189527, "alpha_spy_p6m": -0.4704984518600709, "alpha_c_p6m": -0.4704984518600709, "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": -0.1538541668553789, "alpha_spy_stated": -0.14969439421020403, "alpha_c_stated": -0.14969439421020403, "price_path": [-0.2012, -0.2056, -0.1859, -0.164, -0.1382, -0.1496, -0.1562, -0.175, -0.1619, -0.1587, -0.1507, -0.1418, -0.1339, -0.1318, -0.1208, -0.1532, -0.1251, -0.1142, -0.1116, -0.136, -0.1337, -0.1246, -0.1205, -0.154, -0.1513, -0.1398, -0.1371, -0.1871, -0.1856, -0.1922, -0.1811, -0.1844, -0.1885, -0.183, -0.1674, -0.2165, -0.2165, -0.2194, -0.2258, -0.2274, -0.1934, -0.1738, -0.1633, 0.1375, 0.0666, 0.0123, 0.0468, 0.0624, 0.0443, 0.0277, 0.0694, 0.1369, 0.0873, 0.0687, 0.0094, -0.0179, -0.0203, -0.0256, 0.0013, 0.0005, -0.0086, 0.0103, -0.0152, 0.0, 0.0306, 0.0168, 0.069, 0.0377, 0.0538, 0.0863, 0.011, -0.038, -0.045, -0.0537, -0.028, -0.0167, -0.0234, -0.0253, -0.0445, -0.1084, -0.0886, -0.1051, -0.1387, -0.1313, -0.1539, -0.1696, -0.1642, -0.1804, -0.2122, -0.2449, -0.2266, -0.2369, -0.2348, -0.2173, -0.2688, -0.3102, -0.3049, -0.3162, -0.2887, -0.2887, -0.2991, -0.3026, -0.3021, -0.279, -0.2561, -0.2449, -0.2346, -0.2311, -0.226, -0.3099, -0.3407, -0.3582, -0.3453, -0.3806, -0.3752, -0.3337, -0.3115, -0.322, -0.3146, -0.3146, -0.3128, -0.3219, -0.3156, -0.3235, -0.3235, -0.3208, -0.3316, -0.3276, -0.3307, -0.3418, -0.3092, -0.2877, -0.2961, -0.3263, -0.3394, -0.335, -0.335, -0.3739, -0.3949, -0.38, -0.3835, -0.3651, -0.3914, -0.3987, -0.4119, -0.4273, -0.443, -0.4618, -0.4896, -0.5251, -0.503, -0.4551, -0.4436, -0.4531, -0.4555, -0.4427, -0.4427, -0.4642, -0.4566, -0.4553, -0.4847, -0.5083, -0.4915, -0.4854, -0.4769, -0.494, -0.4806, -0.4815, -0.4698, -0.4614, -0.4677, -0.4726, -0.4801, -0.4324, -0.4462, -0.4602, -0.4573, -0.4617, -0.4679, -0.4588, -0.4791, -0.4629, -0.4882, -0.4919, -0.503, -0.514, -0.517, -0.4881, -0.4946, -0.4906]}
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{"unit_id": "thread:1974177718800732215", "ticker_idx": 0, "ts": "2025-10-03T18:20:21+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC - WHOS BUYING THE DIP? $50 PT", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish FLNC with $50 price target, calling it a buyable dip.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$FLNC - WHOS BUYING THE DIP? $50 PT\n\n---\n\nI know @Nietschecapital listened and bought", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05366205751741904, "ret_signed_m1d": -0.05366205751741904, "alpha_spy_m1d": -0.053676863143005016, "alpha_c_m1d": -0.053676863143005016, "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": 0.10659900443040149, "ret_signed_p1d": 0.10659900443040149, "alpha_spy_p1d": 0.10301273246393383, "alpha_c_p1d": 0.10301273246393383, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.003586271966467658, "ret_p1w": -0.050761407628827415, "ret_signed_p1w": -0.050761407628827415, "alpha_spy_p1w": -0.02656864757973898, "alpha_c_p1w": -0.02656864757973898, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.024192760049088435, "ret_p1m": 0.5090645049679932, "ret_signed_p1m": 0.5090645049679932, "alpha_spy_p1m": 0.4879500275950812, "alpha_c_p1m": 0.4879500275950812, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": 0.021114477372911944, "ret_p3m": 0.4343727876259962, "ret_signed_p3m": 0.4343727876259962, "alpha_spy_p3m": 0.4123692370346679, "alpha_c_p3m": 0.4123692370346679, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.022003550591328302, "ret_p6m": -0.057287887167395746, "ret_signed_p6m": -0.057287887167395746, "alpha_spy_p6m": -0.007017270678618792, "alpha_c_p6m": -0.007017270678618792, "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": 0.5090645049679932, "alpha_spy_stated": 0.4879500275950812, "alpha_c_stated": 0.4879500275950812, "price_path": [-0.3901, -0.3662, -0.3785, -0.4075, -0.4242, -0.3967, -0.4003, -0.4025, -0.3503, -0.3089, -0.2596, -0.3154, -0.3212, -0.3198, -0.359, -0.3872, -0.4054, -0.4112, -0.4358, -0.3851, -0.38, -0.3872, -0.3423, -0.3336, -0.3372, -0.4656, -0.4525, -0.4514, -0.4235, -0.4155, -0.4329, -0.4576, -0.504, -0.4532, -0.4583, -0.4503, -0.4721, -0.438, -0.4634, -0.4634, -0.4975, -0.5105, -0.5105, -0.4525, -0.4772, -0.5083, -0.5098, -0.4967, -0.4924, -0.4641, -0.4561, -0.4605, -0.4257, -0.3212, -0.2313, -0.2596, -0.1893, -0.1494, -0.1363, -0.1733, -0.2168, -0.0247, -0.0537, 0.0, 0.1066, 0.0029, 0.0848, 0.0805, -0.0508, 0.1523, 0.3379, 0.5547, 0.4199, 0.3289, 0.3379, 0.1791, 0.1037, 0.1624, 0.4155, 0.359, 0.3125, 0.4706, 0.4844, 0.5228, 0.5091, 0.3909, 0.5025, 0.4373, 0.5076, 0.5801, 0.5033, 0.393, 0.1784, 0.2988, 0.2495, 0.2342, 0.219, 0.1247, 0.1168, 0.1458, 0.2161, 0.3771, 0.3771, 0.4242, 0.4061, 0.4474, 0.4394, 0.6925, 0.7375, 0.6577, 0.736, 0.7266, 0.8702, 0.6091, 0.5606, 0.5453, 0.3466, 0.4003, 0.4474, 0.483, 0.4264, 0.438, 0.438, 0.4656, 0.4482, 0.4402, 0.4344, 0.4344, 0.6686, 0.6135, 0.583, 0.4909, 0.5359, 0.6824, 0.6882, 0.7273, 0.6425, 0.8492, 0.9637, 0.9637, 0.8499, 0.9101, 0.9775, 0.9536, 0.9666, 1.0624, 1.2473, 1.2893, 1.2313, 1.24, 1.3372, 1.1022, 0.3742, 0.4097, 0.4068, 0.3771, 0.2705, 0.2647, 0.3387, 0.3387, 0.2893, 0.264, 0.2009, 0.2001, 0.1653, 0.1958, 0.1842, 0.1748, 0.1269, 0.0964, 0.0819, 0.1458, 0.1429, 0.0718, 0.1385, 0.2241, 0.2408, 0.1907, 0.1878, 0.2168, 0.1965, 0.1595, 0.1624, 0.0972, 0.1139, 0.1711, 0.1856, 0.0848, 0.0261, -0.0573]}
{"unit_id": "orig:1985710045326102535", "ticker_idx": 0, "ts": "2025-11-04T14:05:42+00:00", "symbol": "SEI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SEI under $50", "tweet_type": "prediction", "timeline": "intraday", "summary": "Looking to buy dips in SEI <$50, EOSE <$14.5, IREN <$60, SNDK <$185, RKLB <$55 this morning.", "resolved_tickers": ["SEI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Equipment & Services'", "bench_c_industry": "Oil & Gas Equipment & Services", "unit_kind": "original", "lang": "en", "tweet_text": "5 Dips I’m looking to buy this morning in order of priority:\n\n$SEI under $50\n$EOSE under $14.5\n$IREN under $60\n$SNDK under $185\n$RKLB under $55", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004840800588335359, "ret_signed_m1d": 0.004840800588335359, "alpha_spy_m1d": -0.007154938837081293, "alpha_c_m1d": -0.00605483818587782, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.010895638774213179, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0046546764302273225, "ret_signed_p1d": -0.0046546764302273225, "alpha_spy_p1d": -0.008120152770540567, "alpha_c_p1d": -0.007292497291736533, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0026378208615092102, "ret_p1w": -0.06628185759057414, "ret_signed_p1w": -0.06628185759057414, "alpha_spy_p1w": -0.07777396188405916, "alpha_c_p1w": -0.1160582458194015, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.04977638822882735, "ret_p1m": -0.008564498846766466, "ret_signed_p1m": -0.008564498846766466, "alpha_spy_p1m": -0.021374749161447215, "alpha_c_p1m": -0.061781666905765475, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.05321716805899901, "ret_p3m": 0.029787584732415384, "ret_signed_p3m": 0.029787584732415384, "alpha_spy_p3m": 0.0019831158318848185, "alpha_c_p3m": -0.15120026146591603, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.18098784619833141, "ret_p6m": 0.33174908605104503, "ret_signed_p6m": 0.33174908605104503, "alpha_spy_p6m": 0.2719307938881672, "alpha_c_p6m": -0.04277012269574132, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.37451920874678635, "ret_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": -0.0046546764302273225, "alpha_spy_stated": -0.008120152770540567, "alpha_c_stated": -0.007292497291736533, "price_path": [-0.4322, -0.4437, -0.4368, -0.4313, -0.4814, -0.4923, -0.4862, -0.4916, -0.5027, -0.4962, -0.4791, -0.4684, -0.4691, -0.4461, -0.4504, -0.4116, -0.414, -0.414, -0.4459, -0.4995, -0.5086, -0.5094, -0.5187, -0.5378, -0.4552, -0.438, -0.4237, -0.4027, -0.401, -0.3807, -0.3255, -0.2994, -0.2564, -0.2739, -0.3037, -0.2888, -0.2607, -0.2298, -0.2558, -0.2121, -0.1545, -0.1689, -0.1296, -0.1799, -0.1024, -0.1121, -0.1625, -0.0333, -0.0179, 0.0222, 0.0084, -0.0436, -0.0475, -0.0875, -0.1363, -0.1119, -0.0519, -0.1035, -0.0771, -0.0318, -0.0112, -0.0089, 0.0048, 0.0, -0.0047, -0.0043, -0.0559, -0.0624, -0.0663, -0.1195, -0.1633, -0.1583, -0.1486, -0.1944, -0.1715, -0.2324, -0.2026, -0.1458, -0.1305, -0.1318, -0.1318, -0.1084, -0.0912, -0.0605, -0.0086, 0.0266, 0.0307, -0.0017, 0.0018, 0.0195, 0.0091, -0.1404, -0.1872, -0.1863, -0.2417, -0.1965, -0.1611, -0.1521, -0.1624, -0.159, -0.159, -0.1669, -0.1682, -0.1398, -0.1422, -0.1422, -0.0622, -0.0129, -0.0139, -0.0467, -0.0568, -0.0081, -0.0422, -0.0152, -0.0294, 0.0337, 0.0611, 0.0611, 0.0255, 0.0636, 0.0626, 0.002, -0.0297, 0.0057, 0.0033, 0.0484, 0.0298, 0.0604, 0.0559, -0.0991, -0.1396, -0.0376, -0.0118, -0.0122, 0.0025, -0.0396, 0.0567, 0.0567, -0.0197, -0.0521, -0.0674, -0.0812, -0.0546, -0.0025, 0.0303, -0.0491, -0.074, -0.0799, -0.1118, -0.0665, -0.0587, -0.0865, -0.0773, 0.0106, 0.0353, -0.0025, -0.0274, 0.066, 0.1819, 0.2824, 0.2322, 0.1561, 0.1387, 0.141, 0.1471, 0.1307, 0.0817, -0.0117, 0.057, 0.0375, 0.0437, 0.0437, 0.0317, 0.0422, 0.1417, 0.1412, 0.167, 0.1569, 0.2163, 0.2354, 0.2558, 0.2274, 0.2156, 0.2246, 0.2377, 0.2996, 0.3544, 0.3211, 0.3924, 0.3317]}
{"unit_id": "orig:1985710045326102535", "ticker_idx": 1, "ts": "2025-11-04T14:05:42+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$EOSE under $14.5", "tweet_type": "prediction", "timeline": "intraday", "summary": "Looking to buy dips in SEI <$50, EOSE <$14.5, IREN <$60, SNDK <$185, RKLB <$55 this morning.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "5 Dips I’m looking to buy this morning in order of priority:\n\n$SEI under $50\n$EOSE under $14.5\n$IREN under $60\n$SNDK under $185\n$RKLB under $55", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10780138035222642, "ret_signed_m1d": 0.10780138035222642, "alpha_spy_m1d": 0.09580564092680977, "alpha_c_m1d": 0.09607226882934805, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011729111522878366, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05390065635787589, "ret_signed_p1d": 0.05390065635787589, "alpha_spy_p1d": 0.05043518001756264, "alpha_c_p1d": 0.05003459015587941, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0038660662019964764, "ret_p1w": 0.3134751742349402, "ret_signed_p1w": 0.3134751742349402, "alpha_spy_p1w": 0.3019830699414552, "alpha_c_p1w": 0.30279437462126446, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.01068079961367574, "ret_p1m": -0.03900710467055557, "ret_signed_p1m": -0.03900710467055557, "alpha_spy_p1m": -0.05181735498523632, "alpha_c_p1m": -0.0494914340514887, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.010484329380933133, "ret_p3m": 0.03829786859883333, "ret_signed_p3m": 0.03829786859883333, "alpha_spy_p3m": 0.010493399698302763, "alpha_c_p3m": -0.04948559619204684, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.08778346479088017, "ret_p6m": -0.5503546112722137, "ret_signed_p6m": -0.5503546112722137, "alpha_spy_p6m": -0.6101729034350916, "alpha_c_p6m": -0.6707997393954146, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.12044512812320085, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.05390065635787589, "alpha_spy_stated": 0.05043518001756264, "alpha_c_stated": 0.05003459015587941, "price_path": [-0.5348, -0.5482, -0.5496, -0.5667, -0.5504, -0.5511, -0.5844, -0.5511, -0.5709, -0.5752, -0.573, -0.5518, -0.5553, -0.5092, -0.495, -0.4943, -0.5106, -0.5106, -0.4674, -0.4596, -0.4794, -0.4887, -0.5128, -0.505, -0.5128, -0.4879, -0.4184, -0.4128, -0.4121, -0.3972, -0.3617, -0.3078, -0.2738, -0.2794, -0.2447, -0.256, -0.2823, -0.2078, -0.1922, -0.1227, -0.1234, -0.1064, -0.017, -0.0312, 0.0511, 0.0383, -0.0199, 0.2092, 0.2043, 0.2965, 0.0957, 0.0667, 0.0645, 0.156, 0.0681, 0.0184, 0.139, 0.0908, 0.0645, 0.0191, 0.0156, 0.1369, 0.1078, 0.0, 0.0539, 0.0844, 0.295, 0.361, 0.3135, 0.2248, 0.0784, -0.0213, -0.078, -0.044, -0.0936, -0.0865, -0.1234, -0.0695, -0.0496, 0.0078, 0.0078, 0.0674, -0.0351, -0.0936, -0.039, 0.1057, 0.0631, 0.0943, 0.0603, 0.0489, 0.166, 0.0525, -0.0333, -0.0567, -0.1298, -0.127, -0.073, -0.0858, -0.1518, -0.1475, -0.1475, -0.1596, -0.195, -0.195, -0.1872, -0.1872, -0.0801, -0.0454, 0.0035, -0.0085, -0.0057, 0.0837, 0.144, 0.1929, 0.227, 0.1972, 0.2376, 0.2376, 0.2284, 0.2433, 0.2922, 0.2135, 0.1482, 0.0645, 0.183, 0.1426, 0.0383, 0.0014, 0.0216, -0.1206, -0.2, -0.127, -0.061, -0.1333, -0.1787, -0.2348, -0.2128, -0.2128, -0.1879, -0.1801, -0.1879, -0.2411, -0.2638, -0.1858, -0.2106, -0.522, -0.5961, -0.5816, -0.5702, -0.5213, -0.5234, -0.5652, -0.5624, -0.5454, -0.5426, -0.566, -0.595, -0.6057, -0.6, -0.6255, -0.6085, -0.6319, -0.6213, -0.639, -0.6383, -0.6582, -0.6553, -0.6883, -0.6482, -0.6461, -0.6475, -0.6475, -0.6567, -0.6823, -0.6745, -0.578, -0.6014, -0.5631, -0.5518, -0.4979, -0.4957, -0.4922, -0.4922, -0.5014, -0.4794, -0.5085, -0.456, -0.4922, -0.517, -0.5504]}
{"unit_id": "orig:1985710045326102535", "ticker_idx": 2, "ts": "2025-11-04T14:05:42+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN under $60", "tweet_type": "prediction", "timeline": "intraday", "summary": "Looking to buy dips in SEI <$50, EOSE <$14.5, IREN <$60, SNDK <$185, RKLB <$55 this morning.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "5 Dips I’m looking to buy this morning in order of priority:\n\n$SEI under $50\n$EOSE under $14.5\n$IREN under $60\n$SNDK under $185\n$RKLB under $55", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016809286999101225, "ret_signed_m1d": 0.016809286999101225, "alpha_spy_m1d": 0.004813547573684573, "alpha_c_m1d": 0.021960014293403773, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150727294302548, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14678083163495415, "ret_signed_p1d": 0.14678083163495415, "alpha_spy_p1d": 0.1433153552946409, "alpha_c_p1d": 0.1433470870973863, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.00343374453756784, "ret_p1w": -0.13882630296563958, "ret_signed_p1w": -0.13882630296563958, "alpha_spy_p1w": -0.1503184072591246, "alpha_c_p1w": -0.1538967858075606, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070482841921029, "ret_p1m": -0.34023711696584813, "ret_signed_p1m": -0.34023711696584813, "alpha_spy_p1m": -0.3530473672805289, "alpha_c_p1m": -0.36179368447645366, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.02155656751060553, "ret_p3m": -0.19345634258284383, "ret_signed_p3m": -0.19345634258284383, "alpha_spy_p3m": -0.2212608114833744, "alpha_c_p3m": -0.21647753837036554, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.02302119578752171, "ret_p6m": -0.35674617473959236, "ret_signed_p6m": -0.35674617473959236, "alpha_spy_p6m": -0.4165644669024702, "alpha_c_p6m": -0.3557785949243857, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675798152066761, "ret_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": 0.14678083163495415, "alpha_spy_stated": 0.1433153552946409, "alpha_c_stated": 0.1433470870973863, "price_path": [-0.7213, -0.7231, -0.7303, -0.7324, -0.7339, -0.7136, -0.7045, -0.6893, -0.7189, -0.7034, -0.706, -0.6784, -0.653, -0.655, -0.6645, -0.6542, -0.6026, -0.6026, -0.5631, -0.5766, -0.6078, -0.6075, -0.6069, -0.5469, -0.4953, -0.507, -0.4903, -0.4426, -0.4529, -0.4312, -0.4549, -0.4201, -0.3712, -0.3731, -0.2925, -0.3053, -0.3718, -0.3107, -0.2957, -0.2934, -0.2943, -0.2427, -0.1333, -0.0743, -0.0982, -0.0417, -0.103, -0.0374, 0.044, 0.0203, -0.072, -0.0887, -0.1112, -0.1716, -0.2221, -0.1616, -0.056, -0.0246, -0.0632, -0.0932, -0.1262, -0.0882, 0.0168, 0.0, 0.1468, 0.005, -0.0638, -0.097, -0.1388, -0.164, -0.2698, -0.3041, -0.2885, -0.2668, -0.3122, -0.3476, -0.3658, -0.2722, -0.2876, -0.2729, -0.2729, -0.2825, -0.2722, -0.3829, -0.3402, -0.3029, -0.329, -0.3045, -0.297, -0.3408, -0.3405, -0.3977, -0.4675, -0.4508, -0.493, -0.4627, -0.4009, -0.3691, -0.3686, -0.37, -0.37, -0.3952, -0.4085, -0.4252, -0.4331, -0.4331, -0.3591, -0.276, -0.311, -0.3453, -0.3144, -0.3092, -0.2446, -0.2047, -0.2064, -0.2212, -0.1322, -0.1322, -0.1857, -0.1974, -0.2157, -0.1493, -0.2142, -0.0997, -0.0554, -0.1019, -0.1935, -0.2034, -0.1837, -0.3255, -0.4028, -0.3722, -0.3074, -0.3557, -0.3596, -0.3992, -0.3664, -0.3664, -0.3851, -0.3685, -0.3503, -0.4, -0.3643, -0.3179, -0.3392, -0.336, -0.3854, -0.3788, -0.4169, -0.342, -0.3978, -0.4492, -0.4171, -0.4279, -0.37, -0.3791, -0.376, -0.3255, -0.3552, -0.3665, -0.3748, -0.3803, -0.3673, -0.3829, -0.3782, -0.4379, -0.4734, -0.5254, -0.4855, -0.4884, -0.4782, -0.4782, -0.4728, -0.4636, -0.4472, -0.4438, -0.4099, -0.3536, -0.2891, -0.2673, -0.2841, -0.2778, -0.2688, -0.3221, -0.2738, -0.2193, -0.24, -0.2742, -0.333, -0.3567]}
{"unit_id": "orig:1985710045326102535", "ticker_idx": 3, "ts": "2025-11-04T14:05:42+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK under $185", "tweet_type": "prediction", "timeline": "intraday", "summary": "Looking to buy dips in SEI <$50, EOSE <$14.5, IREN <$60, SNDK <$185, RKLB <$55 this morning.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "5 Dips I’m looking to buy this morning in order of priority:\n\n$SEI under $50\n$EOSE under $14.5\n$IREN under $60\n$SNDK under $185\n$RKLB under $55", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06393579027772778, "ret_signed_m1d": 0.06393579027772778, "alpha_spy_m1d": 0.051940050852311126, "alpha_c_m1d": 0.03682135370498796, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.02711443657273982, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11271003674907898, "ret_signed_p1d": 0.11271003674907898, "alpha_spy_p1d": 0.10924456040876573, "alpha_c_p1d": 0.10879763697989331, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0039123997691856705, "ret_p1w": 0.39579573597755213, "ret_signed_p1w": 0.39579573597755213, "alpha_spy_p1w": 0.3843036316840671, "alpha_c_p1w": 0.39895953164010955, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": -0.0031637956625574226, "ret_p1m": -0.0009765248201365484, "ret_signed_p1m": -0.0009765248201365484, "alpha_spy_p1m": -0.013786775134817297, "alpha_c_p1m": 0.012461554717434153, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": -0.013438079537570702, "ret_p3m": 1.9616589315319017, "ret_signed_p3m": 1.9616589315319017, "alpha_spy_p3m": 1.9338544626313712, "alpha_c_p3m": 1.9811986244353599, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": -0.01953969290345825, "ret_p6m": 4.469547827914557, "ret_signed_p6m": 4.469547827914557, "alpha_spy_p6m": 4.409729535751679, "alpha_c_p6m": 4.3839557573227115, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.08559207059184537, "ret_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": 0.11271003674907898, "alpha_spy_stated": 0.10924456040876573, "alpha_c_stated": 0.10879763697989331, "price_path": [-0.7909, -0.7721, -0.7771, -0.7593, -0.7584, -0.7601, -0.7711, -0.766, -0.7709, -0.7718, -0.7662, -0.7617, -0.7596, -0.7566, -0.751, -0.7386, -0.7303, -0.7303, -0.7375, -0.7276, -0.6788, -0.6477, -0.6377, -0.6376, -0.6201, -0.5667, -0.5573, -0.537, -0.5295, -0.517, -0.4919, -0.4747, -0.471, -0.4532, -0.4869, -0.5154, -0.5008, -0.4167, -0.4233, -0.3775, -0.362, -0.34, -0.3772, -0.3784, -0.3222, -0.3335, -0.3991, -0.3082, -0.3458, -0.2584, -0.2585, -0.2796, -0.2391, -0.2327, -0.2447, -0.1414, -0.0432, -0.0929, -0.0979, 0.0503, 0.0064, 0.0245, 0.0639, 0.0, 0.1127, 0.0674, 0.2308, 0.3771, 0.3958, 0.455, 0.2518, 0.3063, 0.3665, 0.2588, 0.2641, 0.0071, 0.0293, 0.1665, 0.1333, 0.1052, 0.1052, 0.1476, 0.0802, 0.0554, -0.001, 0.0963, 0.1742, 0.1588, 0.1279, 0.1968, 0.2418, 0.0597, 0.0375, 0.0758, 0.063, 0.1279, 0.2212, 0.2389, 0.2587, 0.2853, 0.2853, 0.2851, 0.2553, 0.2346, 0.22, 0.22, 0.4146, 0.4086, 0.7969, 0.8171, 0.7194, 0.9397, 1.0007, 1.0034, 0.9932, 1.1033, 1.1258, 1.1258, 1.3288, 1.5764, 1.5874, 1.4353, 1.4197, 1.4743, 1.7118, 1.7718, 1.9617, 2.419, 2.5746, 2.0043, 1.9614, 2.0732, 1.9984, 1.7838, 2.0803, 2.2394, 2.2202, 2.2202, 2.0354, 2.0858, 2.1921, 2.3405, 2.4255, 2.2817, 2.2501, 2.3505, 2.2655, 2.1818, 1.9059, 2.0789, 1.9069, 1.7102, 2.0258, 2.1808, 2.3686, 2.1804, 2.4004, 2.6163, 2.7013, 2.8736, 2.9682, 2.6476, 2.6105, 2.6104, 2.4839, 2.1, 2.1651, 1.9424, 2.2654, 2.5603, 2.6058, 2.6058, 2.7243, 2.6532, 3.0135, 3.3767, 3.3777, 3.8954, 3.8541, 3.583, 3.7257, 3.7335, 3.6925, 3.6435, 4.032, 3.7923, 4.0876, 4.5003, 4.1516, 4.4695]}
{"unit_id": "orig:1985710045326102535", "ticker_idx": 4, "ts": "2025-11-04T14:05:42+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 under $55", "tweet_type": "prediction", "timeline": "intraday", "summary": "Looking to buy dips in SEI <$50, EOSE <$14.5, IREN <$60, SNDK <$185, RKLB <$55 this morning.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "5 Dips I’m looking to buy this morning in order of priority:\n\n$SEI under $50\n$EOSE under $14.5\n$IREN under $60\n$SNDK under $185\n$RKLB under $55", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08432031966583331, "ret_signed_m1d": 0.08432031966583331, "alpha_spy_m1d": 0.07232458024041666, "alpha_c_m1d": 0.07259120814295494, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011729111522878366, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002651609098251906, "ret_signed_p1d": -0.002651609098251906, "alpha_spy_p1d": -0.006117085438565151, "alpha_c_p1d": -0.006517675300248382, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0038660662019964764, "ret_p1w": -0.09421951644177018, "ret_signed_p1w": -0.09421951644177018, "alpha_spy_p1w": -0.1057116207352552, "alpha_c_p1w": -0.10490031605544592, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.01068079961367574, "ret_p1m": -0.2094749608988471, "ret_signed_p1m": -0.2094749608988471, "alpha_spy_p1m": -0.22228521121352784, "alpha_c_p1m": -0.21995929027978023, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.010484329380933133, "ret_p3m": 0.4154145329109855, "ret_signed_p3m": 0.4154145329109855, "alpha_spy_p3m": 0.38761006401045495, "alpha_c_p3m": 0.32763106812010534, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.08778346479088017, "ret_p6m": 0.3614989757568132, "ret_signed_p6m": 0.3614989757568132, "alpha_spy_p6m": 0.3016806835939354, "alpha_c_p6m": 0.24105384763361237, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.12044512812320085, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.002651609098251906, "alpha_spy_stated": -0.006117085438565151, "alpha_c_stated": -0.006517675300248382, "price_path": [-0.2185, -0.21, -0.2042, -0.2323, -0.2399, -0.2432, -0.2174, -0.2051, -0.2766, -0.2807, -0.2659, -0.2155, -0.1653, -0.1492, -0.1824, -0.1531, -0.1409, -0.1409, -0.1283, -0.2305, -0.2401, -0.1897, -0.1563, -0.1686, -0.1838, -0.1439, -0.0571, -0.0447, -0.1648, -0.1501, -0.166, -0.1552, -0.1195, -0.0647, -0.1393, -0.1757, -0.1823, -0.169, -0.1531, -0.152, -0.0725, -0.0072, 0.0341, 0.0873, 0.1545, 0.1741, 0.1359, 0.1564, 0.2026, 0.2245, 0.1844, 0.1715, 0.1906, 0.1561, 0.0706, 0.1237, 0.1412, 0.16, 0.1269, 0.1695, 0.0769, 0.1133, 0.0843, 0.0, -0.0027, -0.123, -0.0871, -0.0826, -0.0942, -0.1167, -0.2001, -0.195, -0.2344, -0.2438, -0.2289, -0.3021, -0.2876, -0.2496, -0.247, -0.2588, -0.2588, -0.2551, -0.2864, -0.2593, -0.2095, -0.1273, -0.1328, -0.0886, -0.0555, 0.0168, 0.123, 0.087, -0.0205, -0.0191, -0.0461, 0.0592, 0.2466, 0.3709, 0.3643, 0.3643, 0.3643, 0.2489, 0.2395, 0.2454, 0.2332, 0.2332, 0.3433, 0.3813, 0.5208, 0.4863, 0.4686, 0.4999, 0.5538, 0.5305, 0.6228, 0.6044, 0.7023, 0.7023, 0.5761, 0.5524, 0.5552, 0.5715, 0.4227, 0.5379, 0.5657, 0.5146, 0.4154, 0.3108, 0.4366, 0.2924, 0.1724, 0.2784, 0.3406, 0.2733, 0.2307, 0.1669, 0.1922, 0.1922, 0.2355, 0.3155, 0.3537, 0.2526, 0.2411, 0.2369, 0.2409, 0.2842, 0.2215, 0.2546, 0.2397, 0.2712, 0.2374, 0.2393, 0.2636, 0.2185, 0.2721, 0.2086, 0.2093, 0.2606, 0.3893, 0.2282, 0.2715, 0.1884, 0.2021, 0.1679, 0.2883, 0.1656, 0.0771, 0.0143, 0.1352, 0.1582, 0.1973, 0.1973, 0.1962, 0.1724, 0.2211, 0.1798, 0.2029, 0.2484, 0.2766, 0.301, 0.466, 0.499, 0.5814, 0.5316, 0.5917, 0.4955, 0.4085, 0.4547, 0.3893, 0.3615]}
{"unit_id": "reply:1965269191797424390", "ticker_idx": 0, "ts": "2025-09-09T04:21:02+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $flnc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long FLNC (Fluence Energy) as a play on grid-scale battery/megapack upgrades trend.", "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": "@elonmusk Long $flnc", "reply_text": null, "parent_text": "Megapack upgrades", "quoted_text": null, "parent_author": "elonmusk", "ret_m1d": 0.06342180162716815, "ret_signed_m1d": 0.06342180162716815, "alpha_spy_m1d": 0.06572835376490649, "alpha_c_m1d": 0.06572835376490649, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.002306552137738338, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0029498496028924626, "ret_signed_p1d": -0.0029498496028924626, "alpha_spy_p1d": -0.005840654898653486, "alpha_c_p1d": -0.005840654898653486, "bench_spy_p1d": 0.002890805295761023, "bench_c_p1d": 0.002890805295761023, "ret_p1w": 0.10619465603408917, "ret_signed_p1w": 0.10619465603408917, "alpha_spy_p1w": 0.09132537995003709, "alpha_c_p1w": 0.09132537995003709, "bench_spy_p1w": 0.014869276084052085, "bench_c_p1w": 0.014869276084052085, "ret_p1m": 1.2064896128623936, "ret_signed_p1m": 1.2064896128623936, "alpha_spy_p1m": 1.1685917285857024, "alpha_c_p1m": 1.1685917285857024, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.037897884276691274, "ret_p3m": 2.533923059443376, "ret_signed_p3m": 2.533923059443376, "alpha_spy_p3m": 2.476627533814808, "alpha_c_p3m": 2.476627533814808, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.05729552562856788, "ret_p6m": 1.3303834368437997, "ret_signed_p6m": 1.3303834368437997, "alpha_spy_p6m": 1.27082965936293, "alpha_c_p6m": 1.27082965936293, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": 0.05955377748086965, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.2064896128623936, "alpha_spy_stated": 1.1685917285857024, "alpha_c_stated": 1.1685917285857024, "price_path": [-0.2847, -0.2611, -0.2611, -0.1637, -0.1785, -0.1785, -0.1401, -0.1711, -0.1298, -0.087, -0.0708, -0.0944, -0.0103, 0.0826, 0.1032, 0.2404, 0.2404, 0.177, 0.2404, 0.2891, 0.264, 0.205, 0.1711, 0.2271, 0.2198, 0.2153, 0.3215, 0.4056, 0.5059, 0.3923, 0.3805, 0.3835, 0.3038, 0.2463, 0.2094, 0.1976, 0.1475, 0.2507, 0.2611, 0.2463, 0.3378, 0.3555, 0.3481, 0.087, 0.1136, 0.1158, 0.1726, 0.1888, 0.1534, 0.1032, 0.0088, 0.1121, 0.1018, 0.118, 0.0737, 0.1431, 0.0914, 0.0914, 0.0221, -0.0044, -0.0044, 0.1136, 0.0634, 0.0, -0.0029, 0.0236, 0.0324, 0.09, 0.1062, 0.0973, 0.1681, 0.3805, 0.5634, 0.5059, 0.649, 0.7301, 0.7566, 0.6814, 0.5929, 0.9838, 0.9248, 1.0339, 1.2507, 1.0398, 1.2065, 1.1976, 0.9307, 1.3437, 1.7212, 2.1622, 1.8879, 1.7028, 1.7212, 1.3982, 1.2448, 1.3643, 1.8791, 1.764, 1.6696, 1.9912, 2.0192, 2.0973, 2.0693, 1.8289, 2.056, 1.9233, 2.0664, 2.2139, 2.0575, 1.8333, 1.3968, 1.6416, 1.5413, 1.5103, 1.4794, 1.2876, 1.2714, 1.3304, 1.4735, 1.8009, 1.8009, 1.8968, 1.8599, 1.944, 1.9277, 2.4425, 2.5339, 2.3717, 2.531, 2.5118, 2.8038, 2.2729, 2.174, 2.1431, 1.7389, 1.8481, 1.944, 2.0162, 1.9012, 1.9248, 1.9248, 1.9808, 1.9454, 1.9292, 1.9174, 1.9174, 2.3938, 2.2817, 2.2198, 2.0324, 2.1239, 2.4218, 2.4336, 2.5133, 2.3407, 2.7611, 2.9941, 2.9941, 2.7625, 2.885, 3.0221, 2.9735, 3.0, 3.1947, 3.5708, 3.6563, 3.5383, 3.556, 3.7537, 3.2758, 1.795, 1.8673, 1.8614, 1.8009, 1.5841, 1.5723, 1.7227, 1.7227, 1.6224, 1.5708, 1.4425, 1.441, 1.3702, 1.4322, 1.4086, 1.3894, 1.292, 1.2301, 1.2006, 1.3304]}
{"unit_id": "orig:1967254867652628718", "ticker_idx": 0, "ts": "2025-09-14T15:51:24+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS should receive updated PT's at the end of this week", "tweet_type": "prediction", "timeline": "days", "summary": "NBIS quiet period ends Thursday; expects updated (higher) price targets from GS, MS, Citi, BofA — implied bullish catalyst.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS announced a private offering of $2.75 Billion of convertible senior notes which is expected to close on September 15. \n\nUnder FINRA Rule 2241, firms participating in the offering (GS, MS, Citi, BofA) must observe a 3 day quiet period before revising or initiating sell side coverage.\n\nThe quiet period ends on Thursday and $NBIS should receive updated PT’s at the end of this week. \n\nhttps://t.co/KGcq1SxKGn", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00604656363125633, "ret_signed_m1d": -0.00604656363125633, "alpha_spy_m1d": -0.0007507953064609385, "alpha_c_m1d": 0.007819129391122615, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.013865693022378944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016820567224016703, "ret_signed_p1d": -0.016820567224016703, "alpha_spy_p1d": -0.015443589025875837, "alpha_c_p1d": -0.012786834349772125, "bench_spy_p1d": -0.0013769781981408658, "bench_c_p1d": -0.004033732874244578, "ret_p1w": 0.17194370654208013, "ret_signed_p1w": 0.17194370654208013, "alpha_spy_p1w": 0.1601739837594356, "alpha_c_p1w": 0.17199784886471825, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": -5.414232263811769e-05, "ret_p1m": 0.4088609848981435, "ret_signed_p1m": 0.4088609848981435, "alpha_spy_p1m": 0.4040857735310097, "alpha_c_p1m": 0.4425615944731808, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": -0.03370060957503729, "ret_p3m": 0.03649955725858134, "ret_signed_p3m": 0.03649955725858134, "alpha_spy_p3m": -0.009150626785147997, "alpha_c_p3m": 0.05147958237698358, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": -0.01498002511840224, "ret_p6m": 0.060136337684252306, "ret_signed_p6m": 0.060136337684252306, "alpha_spy_p6m": 0.029642064417713998, "alpha_c_p6m": 0.06710531153662658, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": -0.006968973852374272, "ret_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": 0.17194370654208013, "alpha_spy_stated": 0.1601739837594356, "alpha_c_stated": 0.17199784886471825, "price_path": [-0.4688, -0.4688, -0.4726, -0.478, -0.4391, -0.4666, -0.4217, -0.4301, -0.3917, -0.4469, -0.4506, -0.4476, -0.4476, -0.4741, -0.4822, -0.4937, -0.4896, -0.513, -0.4289, -0.4115, -0.4139, -0.4097, -0.4196, -0.4243, -0.4392, -0.4296, -0.4266, -0.4352, -0.4201, -0.4459, -0.4361, -0.4016, -0.4283, -0.4045, -0.3935, -0.3943, -0.282, -0.2438, -0.2278, -0.1718, -0.2235, -0.2474, -0.2126, -0.2025, -0.2613, -0.2582, -0.2724, -0.2416, -0.2302, -0.2252, -0.2293, -0.208, -0.2489, -0.2489, -0.2775, -0.2783, -0.2864, -0.2802, -0.2957, 0.0523, 0.0267, -0.0195, -0.006, 0.0, -0.0168, 0.0343, 0.0347, 0.0918, 0.1719, 0.1851, 0.2448, 0.1867, 0.184, 0.2117, 0.2343, 0.271, 0.3838, 0.407, 0.3736, 0.294, 0.3412, 0.4582, 0.4246, 0.4892, 0.4089, 0.3834, 0.3527, 0.2471, 0.1983, 0.1464, 0.0842, 0.1671, 0.2891, 0.379, 0.3394, 0.3753, 0.3652, 0.4382, 0.3244, 0.2153, 0.2863, 0.2032, 0.2234, 0.2088, 0.1238, 0.0374, -0.0256, -0.0816, -0.0547, -0.0046, 0.0452, -0.0695, -0.0847, 0.0103, -0.0229, 0.041, 0.041, 0.043, 0.101, 0.0604, 0.0875, 0.1302, 0.0778, 0.103, 0.0599, 0.0289, 0.0365, -0.0359, -0.108, -0.11, -0.1705, -0.1415, -0.0165, 0.025, -0.0102, 0.0019, 0.0019, -0.037, -0.0541, -0.0637, -0.0798, -0.0798, -0.0111, 0.0206, 0.102, 0.0577, 0.0697, 0.0766, 0.18, 0.1591, 0.1212, 0.1421, 0.1954, 0.1954, 0.0916, 0.087, 0.0648, 0.0389, 0.0055, 0.076, 0.1041, 0.0434, -0.0634, -0.0308, -0.0111, -0.0942, -0.1879, -0.0534, 0.0211, 0.0091, -0.0258, -0.0135, 0.0775, 0.0775, 0.0721, 0.1192, 0.183, 0.0765, 0.1061, 0.1277, 0.1667, 0.153, 0.0025, 0.0005, -0.0457, 0.075, 0.0516, -0.0179, 0.0438, 0.0601]}
{"unit_id": "orig:1885782495590781436", "ticker_idx": 0, "ts": "2025-02-01T20:09:17+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 your portfolio doesn't look like this, you will be underperforming this year", "tweet_type": "prediction", "timeline": "months", "summary": "Author claims holding HIMS, HOOD, PL, RKLB, NBIS is the winning portfolio for the year; implied long all five.", "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 your portfolio doesn’t look like this, you will be underperforming this year. #diversification #is #for #retards \n\n$HIMS \n$HOOD\n$PL \n$RKLB \n$NBIS https://t.co/LgDALHvCxY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0423838045965681, "ret_signed_m1d": -0.0423838045965681, "alpha_spy_m1d": -0.049158847158025765, "alpha_c_m1d": -0.049158847158025765, "bench_spy_m1d": 0.006775042561457667, "bench_c_m1d": 0.006775042561457667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07500637416016387, "ret_signed_p1d": 0.07500637416016387, "alpha_spy_p1d": 0.06829810892395138, "alpha_c_p1d": 0.06829810892395138, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.006708265236212485, "ret_p1w": 0.1500128463089545, "ret_signed_p1w": 0.1500128463089545, "alpha_spy_p1w": 0.13816885434175785, "alpha_c_p1w": 0.13816885434175785, "bench_spy_p1w": 0.011843991967196654, "bench_c_p1w": 0.011843991967196654, "ret_p1m": 0.040071958927871076, "ret_signed_p1m": 0.040071958927871076, "alpha_spy_p1m": 0.07505195740538961, "alpha_c_p1m": 0.07505195740538961, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.03497999847751854, "ret_p3m": -0.0711533633714202, "ret_signed_p3m": -0.0711533633714202, "alpha_spy_p3m": -0.008219317248124303, "alpha_c_p3m": -0.008219317248124303, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.0629340461232959, "ret_p6m": 0.5481633697739972, "ret_signed_p6m": 0.5481633697739972, "alpha_spy_p6m": 0.4790988951760189, "alpha_c_p6m": 0.4790988951760189, "bench_spy_p6m": 0.06906447459797826, "bench_c_p6m": 0.06906447459797826, "ret_p1y": -0.25789881420043337, "ret_signed_p1y": -0.25789881420043337, "alpha_spy_p1y": -0.4179582470584292, "alpha_c_p1y": -0.4179582470584292, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.16005943285799584, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.040071958927871076, "alpha_spy_stated": 0.07505195740538961, "alpha_c_stated": 0.07505195740538961, "price_path": [-0.3984, -0.3933, -0.3987, -0.2838, -0.3144, -0.291, -0.4644, -0.5037, -0.4608, -0.3956, -0.4403, -0.3797, -0.3493, -0.1947, -0.2119, -0.2207, -0.2207, -0.1724, -0.2076, -0.1726, -0.1287, -0.1883, -0.1207, -0.1618, -0.207, -0.2245, -0.2271, -0.2289, -0.1973, -0.2006, -0.2666, -0.3229, -0.327, -0.291, -0.2769, -0.2769, -0.2682, -0.3177, -0.3535, -0.3789, -0.3789, -0.3527, -0.316, -0.309, -0.2892, -0.3391, -0.3391, -0.3473, -0.3347, -0.3267, -0.2844, -0.2823, -0.2846, -0.2846, -0.2343, -0.2366, -0.2065, -0.207, -0.2163, -0.1898, -0.1816, -0.1277, -0.0424, 0.0, 0.075, 0.084, 0.0396, 0.093, 0.15, 0.1194, 0.1903, 0.5202, 0.5533, 0.5533, 0.5027, 0.7657, 0.7059, 0.2659, 0.318, 0.0239, 0.076, 0.0619, 0.1582, 0.045, 0.0401, 0.0503, -0.1166, -0.0765, -0.1146, -0.1084, -0.1284, -0.1898, -0.1487, -0.1089, -0.1911, -0.1297, -0.1557, -0.1074, -0.039, -0.0485, -0.1431, -0.1801, -0.2515, -0.2409, -0.2024, -0.198, -0.281, -0.3324, -0.2867, -0.3296, -0.2425, -0.3113, -0.3005, -0.2728, -0.2433, -0.3077, -0.3005, -0.3005, -0.3362, -0.3488, -0.3139, -0.2772, -0.2784, -0.2684, -0.0999, -0.1498, -0.0712, 0.0485, 0.0758, 0.2707, 0.3447, 0.3203, 0.3347, 0.4182, 0.644, 0.57, 0.5048, 0.6607, 0.6013, 0.5723, 0.4899, 0.3748, 0.4084, 0.4084, 0.3707, 0.3702, 0.346, 0.4529, 0.4583, 0.4059, 0.3771, 0.3555, 0.447, 0.4606, 0.4192, 0.4786, 0.468, 0.4251, 0.5356, 0.5217, 0.5687, 0.5687, 0.6496, 0.0783, 0.1033, 0.0637, 0.1888, 0.2692, 0.2805, 0.232, 0.2191, 0.2325, 0.2325, 0.2438, 0.2576, 0.3162, 0.2913, 0.2302, 0.3365, 0.2962, 0.3319, 0.2841, 0.2941, 0.2227, 0.2846, 0.4904, 0.4724, 0.4809, 0.5073, 0.5482]}
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{"unit_id": "reply:1967298837040537690", "ticker_idx": 0, "ts": "2025-09-14T18:46:08+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS is just the so much more obvious winner in this sector. Nvidia invested in them and made them a premier partner. Microsoft made a $20b deal with them.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Favors NBIS as the clear AI power sector winner (Nvidia + Microsoft backing); dismisses IREN as twitter hype with no real fundamentals.", "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": "It’s not infinite but I agree $IREN will see some of that demand in the short term due to demand supply imbalance but $NBIS is just the so much more obvious winner in this sector. Nvidia invested in them and made them a premier partner. Microsoft made a $20b deal with them. What does $iren have other than twitter hype ?", "reply_text": null, "parent_text": "@RJCcapital I see what you mean, every deal has its own dynamics, timing and strategic weight. \n\n The demand for AI power is infinity", "quoted_text": null, "parent_author": "vasilist", "ret_m1d": -0.00604656363125633, "ret_signed_m1d": -0.00604656363125633, "alpha_spy_m1d": -0.0007507953064609385, "alpha_c_m1d": 0.007819129391122615, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.013865693022378944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016820567224016703, "ret_signed_p1d": -0.016820567224016703, "alpha_spy_p1d": -0.015443589025875837, "alpha_c_p1d": -0.012786834349772125, "bench_spy_p1d": -0.0013769781981408658, "bench_c_p1d": -0.004033732874244578, "ret_p1w": 0.17194370654208013, "ret_signed_p1w": 0.17194370654208013, "alpha_spy_p1w": 0.1601739837594356, "alpha_c_p1w": 0.17199784886471825, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": -5.414232263811769e-05, "ret_p1m": 0.4088609848981435, "ret_signed_p1m": 0.4088609848981435, "alpha_spy_p1m": 0.4040857735310097, "alpha_c_p1m": 0.4425615944731808, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": -0.03370060957503729, "ret_p3m": 0.03649955725858134, "ret_signed_p3m": 0.03649955725858134, "alpha_spy_p3m": -0.009150626785147997, "alpha_c_p3m": 0.05147958237698358, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": -0.01498002511840224, "ret_p6m": 0.060136337684252306, "ret_signed_p6m": 0.060136337684252306, "alpha_spy_p6m": 0.029642064417713998, "alpha_c_p6m": 0.06710531153662658, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": -0.006968973852374272, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4088609848981435, "alpha_spy_stated": 0.4040857735310097, "alpha_c_stated": 0.4425615944731808, "price_path": [-0.4688, -0.4688, -0.4726, -0.478, -0.4391, -0.4666, -0.4217, -0.4301, -0.3917, -0.4469, -0.4506, -0.4476, -0.4476, -0.4741, -0.4822, -0.4937, -0.4896, -0.513, -0.4289, -0.4115, -0.4139, -0.4097, -0.4196, -0.4243, -0.4392, -0.4296, -0.4266, -0.4352, -0.4201, -0.4459, -0.4361, -0.4016, -0.4283, -0.4045, -0.3935, -0.3943, -0.282, -0.2438, -0.2278, -0.1718, -0.2235, -0.2474, -0.2126, -0.2025, -0.2613, -0.2582, -0.2724, -0.2416, -0.2302, -0.2252, -0.2293, -0.208, -0.2489, -0.2489, -0.2775, -0.2783, -0.2864, -0.2802, -0.2957, 0.0523, 0.0267, -0.0195, -0.006, 0.0, -0.0168, 0.0343, 0.0347, 0.0918, 0.1719, 0.1851, 0.2448, 0.1867, 0.184, 0.2117, 0.2343, 0.271, 0.3838, 0.407, 0.3736, 0.294, 0.3412, 0.4582, 0.4246, 0.4892, 0.4089, 0.3834, 0.3527, 0.2471, 0.1983, 0.1464, 0.0842, 0.1671, 0.2891, 0.379, 0.3394, 0.3753, 0.3652, 0.4382, 0.3244, 0.2153, 0.2863, 0.2032, 0.2234, 0.2088, 0.1238, 0.0374, -0.0256, -0.0816, -0.0547, -0.0046, 0.0452, -0.0695, -0.0847, 0.0103, -0.0229, 0.041, 0.041, 0.043, 0.101, 0.0604, 0.0875, 0.1302, 0.0778, 0.103, 0.0599, 0.0289, 0.0365, -0.0359, -0.108, -0.11, -0.1705, -0.1415, -0.0165, 0.025, -0.0102, 0.0019, 0.0019, -0.037, -0.0541, -0.0637, -0.0798, -0.0798, -0.0111, 0.0206, 0.102, 0.0577, 0.0697, 0.0766, 0.18, 0.1591, 0.1212, 0.1421, 0.1954, 0.1954, 0.0916, 0.087, 0.0648, 0.0389, 0.0055, 0.076, 0.1041, 0.0434, -0.0634, -0.0308, -0.0111, -0.0942, -0.1879, -0.0534, 0.0211, 0.0091, -0.0258, -0.0135, 0.0775, 0.0775, 0.0721, 0.1192, 0.183, 0.0765, 0.1061, 0.1277, 0.1667, 0.153, 0.0025, 0.0005, -0.0457, 0.075, 0.0516, -0.0179, 0.0438, 0.0601]}
{"unit_id": "orig:1994962277372448856", "ticker_idx": 0, "ts": "2025-11-30T02:50:46+00:00", "symbol": "RGTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the quantum pasta market is funadmentally overcooked", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish basket of 7 stocks; RGTI overvalued, DUOL heading toward zero, DKNG/SOFI losing to HOOD, AMD perpetually behind NVDA.", "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": "I present to you the \"Bagnificient 7\" -  a special group of stocks that have made a new generation of bagholders.\n\n1. $RGTI – the quantum pasta market is funadmentally overcooked\n\n2. $DUOL – will only be a \"value\" stock when it reaches Chegg valuations (chapter 11)\n\n3. $DKNG – will get shit on by $HOOD\n\n4. $SOFI – will get shit on by $HOOD\n\n5. $ASST – glazing @mikealfred is not an investment thesis\n\n6. $HIMS – stock stays limp like its customers\n\n7. $AMD – has been catching up to Nvidia since the Bush administration.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09040506878086019, "ret_signed_m1d": -0.09040506878086019, "alpha_spy_m1d": -0.08581865936371269, "alpha_c_m1d": -0.0908591605715996, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": -0.0004540917907394082, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018336818074083938, "ret_signed_p1d": -0.018336818074083938, "alpha_spy_p1d": -0.016484541202884007, "alpha_c_p1d": -0.00803479781499905, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": 0.010302020259084887, "ret_p1w": 0.20511724134116616, "ret_signed_p1w": -0.20511724134116616, "alpha_spy_p1w": -0.20017801728188545, "alpha_c_p1w": -0.17400157504599023, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.031115666295175926, "ret_p1m": -0.04434971776934726, "ret_signed_p1m": 0.04434971776934726, "alpha_spy_p1m": 0.057241655258191804, "alpha_c_p1m": 0.061500456556575545, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.01715073878722828, "ret_p3m": -0.2051173226779922, "ret_signed_p3m": 0.2051173226779922, "alpha_spy_p3m": 0.2213855153614669, "alpha_c_p3m": 0.1914897541276792, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": -0.013627568550312996, "ret_p6m": 0.06886992403303127, "ret_signed_p6m": -0.06886992403303127, "alpha_spy_p6m": 0.04078341929731999, "alpha_c_p6m": 0.22780448487726823, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.2966744089102995, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04434971776934726, "alpha_spy_stated": 0.057241655258191804, "alpha_c_stated": 0.061500456556575545, "price_path": [-0.3586, -0.3552, -0.3561, -0.3539, -0.2964, -0.3096, -0.2883, -0.1859, -0.1808, -0.1471, -0.0623, 0.055, 0.2162, 0.2098, 0.3416, 0.3493, 0.3689, 0.3296, 0.2644, 0.2704, 0.2729, 0.5096, 0.7083, 0.7787, 0.8725, 0.8435, 1.009, 0.8729, 1.3416, 1.3932, 1.4026, 1.0456, 0.9778, 0.8469, 0.7058, 0.5377, 0.6885, 0.6563, 0.716, 0.5808, 0.6806, 0.8132, 0.8878, 0.6682, 0.5002, 0.5902, 0.4652, 0.4401, 0.4107, 0.339, 0.2068, 0.0746, 0.0866, 0.0529, 0.0964, 0.0857, -0.0277, 0.006, 0.133, 0.1122, 0.0904, 0.0904, 0.0904, 0.0, 0.0183, 0.1104, 0.2819, 0.1987, 0.2051, 0.2034, 0.1139, 0.1463, 0.1019, 0.0034, 0.0217, -0.0418, -0.0269, 0.0132, 0.1463, 0.0708, 0.0452, 0.0452, -0.0456, -0.0503, -0.0443, -0.0554, -0.0554, 0.0064, 0.0665, 0.0823, 0.0751, 0.0768, 0.0542, 0.0887, 0.0435, 0.0968, 0.0533, 0.0925, 0.0925, 0.0657, 0.0094, 0.0644, 0.0, -0.0721, -0.0486, -0.0614, -0.1535, -0.2252, -0.2448, -0.2235, -0.267, -0.3614, -0.2448, -0.2499, -0.2763, -0.2994, -0.3608, -0.3139, -0.3139, -0.3352, -0.31, -0.2921, -0.3211, -0.3168, -0.2972, -0.2482, -0.2051, -0.2571, -0.2456, -0.2768, -0.2426, -0.2763, -0.2746, -0.2495, -0.2755, -0.2776, -0.3147, -0.3104, -0.3117, -0.3083, -0.3318, -0.3429, -0.3655, -0.3228, -0.3348, -0.3544, -0.3855, -0.432, -0.4499, -0.4013, -0.4243, -0.3949, -0.3949, -0.3945, -0.4098, -0.3804, -0.3898, -0.374, -0.3548, -0.2806, -0.1851, -0.1706, -0.1552, -0.1625, -0.2217, -0.2162, -0.281, -0.2917, -0.2789, -0.3011, -0.3143, -0.2559, -0.2537, -0.2452, -0.2209, -0.1433, -0.2179, -0.1923, -0.1254, -0.1868, -0.2147, -0.1783, -0.2388, -0.2913, -0.3194, -0.2802, -0.0601, 0.1267, 0.1267, 0.0689]}
{"unit_id": "orig:1994962277372448856", "ticker_idx": 1, "ts": "2025-11-30T02:50:46+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "will only be a \"value\" stock when it reaches Chegg valuations (chapter 11)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish basket of 7 stocks; RGTI overvalued, DUOL heading toward zero, DKNG/SOFI losing to HOOD, AMD perpetually behind NVDA.", "resolved_tickers": ["DUOL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "I present to you the \"Bagnificient 7\" -  a special group of stocks that have made a new generation of bagholders.\n\n1. $RGTI – the quantum pasta market is funadmentally overcooked\n\n2. $DUOL – will only be a \"value\" stock when it reaches Chegg valuations (chapter 11)\n\n3. $DKNG – will get shit on by $HOOD\n\n4. $SOFI – will get shit on by $HOOD\n\n5. $ASST – glazing @mikealfred is not an investment thesis\n\n6. $HIMS – stock stays limp like its customers\n\n7. $AMD – has been catching up to Nvidia since the Bush administration.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03213807933105861, "ret_signed_m1d": -0.03213807933105861, "alpha_spy_m1d": -0.027551669913911114, "alpha_c_m1d": -0.027551669913911114, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": 0.004586409417147497, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01531408134066048, "ret_signed_p1d": 0.01531408134066048, "alpha_spy_p1d": 0.01716635821186041, "alpha_c_p1d": 0.01716635821186041, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": 0.0018522768711999316, "ret_p1w": 0.12116474300603164, "ret_signed_p1w": -0.12116474300603164, "alpha_spy_p1w": -0.11622551894675093, "alpha_c_p1w": -0.11622551894675093, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.004939224059280711, "ret_p1m": -0.04480990938443108, "ret_signed_p1m": 0.04480990938443108, "alpha_spy_p1m": 0.05770184687327562, "alpha_c_p1m": 0.05770184687327562, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.01289193748884454, "ret_p3m": -0.3666756598490445, "ret_signed_p3m": 0.3666756598490445, "alpha_spy_p3m": 0.38294385253251917, "alpha_c_p3m": 0.38294385253251917, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": 0.01626819268347468, "ret_p6m": -0.4258290368877632, "ret_signed_p6m": 0.4258290368877632, "alpha_spy_p6m": 0.5354823802181145, "alpha_c_p6m": 0.5354823802181145, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.10965334333035126, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04480990938443108, "alpha_spy_stated": 0.05770184687327562, "alpha_c_stated": 0.05770184687327562, "price_path": [0.5234, 0.4705, 0.4623, 0.4628, 0.4747, 0.5417, 0.6681, 0.6603, 0.5374, 0.5138, 0.5053, 0.562, 0.5686, 0.6681, 0.615, 0.624, 0.6904, 0.76, 0.7729, 0.7355, 0.6377, 0.6878, 0.7397, 0.7272, 0.7254, 0.8726, 0.8182, 0.7525, 0.7795, 0.7935, 0.8392, 0.7825, 0.7472, 0.6863, 0.7126, 0.6585, 0.6902, 0.6824, 0.654, 0.5847, 0.4708, 0.4172, 0.4594, 0.4286, 0.413, 0.4021, 0.0447, 0.085, 0.0396, 0.0509, 0.0061, 0.0059, -0.002, -0.0387, -0.0539, -0.0592, -0.094, -0.0683, -0.07, -0.0523, 0.0161, 0.0161, 0.0321, 0.0, -0.0153, -0.0006, 0.0158, 0.0771, 0.1212, 0.1274, 0.0647, 0.0836, 0.0584, 0.0028, 0.0071, -0.0081, -0.0138, 0.0028, -0.0004, -0.0334, -0.0257, -0.0257, -0.0204, -0.0285, -0.0448, -0.0537, -0.0537, -0.0484, -0.0016, -0.0351, -0.0493, -0.0624, -0.0474, -0.1279, -0.106, -0.1573, -0.1673, -0.1903, -0.1903, -0.1988, -0.2084, -0.1712, -0.1589, -0.1827, -0.2123, -0.23, -0.2479, -0.2771, -0.2886, -0.3514, -0.3696, -0.3834, -0.3562, -0.3588, -0.3492, -0.4106, -0.3958, -0.393, -0.393, -0.3956, -0.3936, -0.4009, -0.391, -0.4277, -0.4099, -0.398, -0.3667, -0.4554, -0.4563, -0.4521, -0.4814, -0.4525, -0.4504, -0.4585, -0.4868, -0.4672, -0.4882, -0.4695, -0.4503, -0.4373, -0.4605, -0.4629, -0.4713, -0.4621, -0.4733, -0.4655, -0.471, -0.4858, -0.4925, -0.4685, -0.4813, -0.4794, -0.4794, -0.4641, -0.4808, -0.509, -0.5118, -0.5145, -0.4957, -0.5068, -0.4673, -0.4422, -0.458, -0.4347, -0.4466, -0.431, -0.4592, -0.4422, -0.443, -0.4271, -0.424, -0.4063, -0.4001, -0.4056, -0.439, -0.4337, -0.3874, -0.4177, -0.433, -0.4284, -0.4339, -0.4114, -0.3957, -0.3894, -0.3847, -0.424, -0.4304, -0.4251, -0.4251, -0.4258]}
{"unit_id": "orig:1994962277372448856", "ticker_idx": 2, "ts": "2025-11-30T02:50:46+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "has been catching up to Nvidia since the Bush administration", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish basket of 7 stocks; RGTI overvalued, DUOL heading toward zero, DKNG/SOFI losing to HOOD, AMD perpetually behind NVDA.", "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": "I present to you the \"Bagnificient 7\" -  a special group of stocks that have made a new generation of bagholders.\n\n1. $RGTI – the quantum pasta market is funadmentally overcooked\n\n2. $DUOL – will only be a \"value\" stock when it reaches Chegg valuations (chapter 11)\n\n3. $DKNG – will get shit on by $HOOD\n\n4. $SOFI – will get shit on by $HOOD\n\n5. $ASST – glazing @mikealfred is not an investment thesis\n\n6. $HIMS – stock stays limp like its customers\n\n7. $AMD – has been catching up to Nvidia since the Bush administration.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010147414376048713, "ret_signed_m1d": 0.010147414376048713, "alpha_spy_m1d": 0.01473382379319621, "alpha_c_m1d": 0.00822086104526587, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": -0.001926553330782843, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020567842767812206, "ret_signed_p1d": 0.020567842767812206, "alpha_spy_p1d": 0.022420119639012137, "alpha_c_p1d": 0.038898503777774485, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": 0.01833066100996228, "ret_p1w": 0.0061430930891002156, "ret_signed_p1w": -0.0061430930891002156, "alpha_spy_p1w": -0.0012038690298195043, "alpha_c_p1w": 0.03802617543208697, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.04416926852118719, "ret_p1m": -0.020112842552914345, "ret_signed_p1m": 0.020112842552914345, "alpha_spy_p1m": 0.033004780041758885, "alpha_c_p1m": 0.05263909577746062, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.032526253224546275, "ret_p3m": -0.07317074186837269, "ret_signed_p3m": 0.07317074186837269, "alpha_spy_p3m": 0.08943893455184737, "alpha_c_p3m": 0.2441023279326957, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": 0.17093158606432302, "ret_p6m": 1.2929105717317593, "ret_signed_p6m": -1.2929105717317593, "alpha_spy_p6m": -1.183257228401408, "alpha_c_p6m": -0.5816299094338433, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.711280662297916, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.020112842552914345, "alpha_spy_stated": 0.033004780041758885, "alpha_c_stated": 0.05263909577746062, "price_path": [-0.2622, -0.2638, -0.3122, -0.311, -0.291, -0.274, -0.2916, -0.2784, -0.2667, -0.2698, -0.2758, -0.2814, -0.2838, -0.2729, -0.2678, -0.2679, -0.2662, -0.2744, -0.2657, -0.2638, -0.2537, -0.2277, -0.2507, -0.073, -0.0375, 0.0719, 0.0597, -0.0221, -0.0152, -0.0076, 0.0857, 0.0673, 0.0606, 0.0946, 0.0831, 0.0476, 0.0693, 0.1509, 0.1816, 0.1741, 0.2028, 0.1596, 0.1655, 0.1815, 0.1378, 0.1664, 0.0816, 0.0627, 0.1102, 0.0808, 0.1781, 0.1283, 0.1231, 0.0945, 0.0479, 0.0172, -0.0625, -0.0727, -0.0214, -0.062, -0.0251, -0.0251, -0.0101, 0.0, -0.0206, -0.0098, -0.0172, -0.0081, 0.0061, 0.0085, 0.0076, 0.0076, -0.0409, -0.0554, -0.0482, -0.0985, -0.0851, -0.0288, -0.0219, -0.0221, -0.0215, -0.0215, -0.0217, -0.0189, -0.0201, -0.0255, -0.0255, 0.0169, 0.006, -0.0246, -0.0443, -0.0686, -0.0755, -0.0549, 0.0055, 0.0175, 0.0371, 0.0549, 0.0549, 0.0553, 0.1367, 0.1546, 0.1817, 0.1436, 0.1468, 0.1501, 0.1475, 0.0772, 0.1206, 0.1017, -0.0891, -0.124, -0.0515, -0.0171, -0.0282, -0.0281, -0.0629, -0.0566, -0.0566, -0.0759, -0.0894, -0.0746, -0.0892, -0.1054, -0.0269, -0.0405, -0.0732, -0.089, -0.0962, -0.1311, -0.0805, -0.0924, -0.1244, -0.0777, -0.0752, -0.0679, -0.1002, -0.12, -0.1055, -0.1067, -0.0924, -0.0659, -0.0839, -0.0777, -0.0655, 0.0023, -0.0728, -0.0809, -0.1079, -0.0743, -0.0435, -0.0103, -0.0103, 0.0019, 0.0081, 0.0549, 0.0768, 0.115, 0.1232, 0.1607, 0.1746, 0.2662, 0.2668, 0.2511, 0.2945, 0.3809, 0.3894, 0.5827, 0.5227, 0.4707, 0.534, 0.6131, 0.6406, 0.5542, 0.6166, 0.9175, 0.8587, 1.0713, 1.0877, 1.0399, 1.0272, 1.0463, 0.9298, 0.9157, 0.8841, 1.0367, 1.0458, 1.1274, 1.1274, 1.2929]}
{"unit_id": "orig:1978844449871405411", "ticker_idx": 0, "ts": "2025-10-16T15:24:16+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Critical mineral companies are intensifying their lobbying in Washington as President Trump commits to major investments in industries deemed essential to U.S. national security", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on NAK and MP as critical mineral plays benefiting from US reindustrialization and national security-driven domestic resource push.", "resolved_tickers": ["NAK"], "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": "$NAK $MP \n\nCritical mineral companies are intensifying their lobbying in Washington as President Trump commits to major investments in industries deemed essential to U.S. national security. Executives and officials say the goal is clear: secure a seat at the table as the administration prioritizes domestic production of strategic materials.\n\nWhether or not the U.S. reaches a deal with China, the momentum toward economic independence and national security through resource control is already unstoppable. America is reindustrializing around its defense interests. \n\nhttps://t.co/tkgDS3n0IW", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.17857147038591137, "ret_signed_m1d": 0.17857147038591137, "alpha_spy_m1d": 0.17171463988520008, "alpha_c_m1d": 0.17107582028126367, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.0074956501046477, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08482145375515115, "ret_signed_p1d": -0.08482145375515115, "alpha_spy_p1d": -0.09049765891940431, "alpha_c_p1d": -0.08289077196640571, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": -0.0019306817887454475, "ret_p1w": -0.15625000997845606, "ret_signed_p1w": -0.15625000997845606, "alpha_spy_p1w": -0.17308207193958158, "alpha_c_p1w": -0.17135502433322047, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.015105014354764412, "ret_p1m": -0.24107141051517467, "ret_signed_p1m": -0.24107141051517467, "alpha_spy_p1m": -0.2581608551340745, "alpha_c_p1m": -0.2265341765963964, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": -0.014537233918778258, "ret_p3m": -0.04910709581584971, "ret_signed_p3m": -0.04910709581584971, "alpha_spy_p3m": -0.10235838466207015, "alpha_c_p3m": -0.16169191493352453, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.11258481911767482, "ret_p6m": -0.2142857218883475, "ret_signed_p6m": -0.2142857218883475, "alpha_spy_p6m": -0.24862930621805657, "alpha_c_p6m": -0.40589238861062726, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.19160666672227977, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24107141051517467, "alpha_spy_stated": -0.2581608551340745, "alpha_c_stated": -0.2265341765963964, "price_path": [-0.5937, -0.6116, -0.5848, -0.6071, -0.6027, -0.625, -0.6696, -0.6339, -0.6473, -0.6652, -0.6518, -0.6473, -0.6429, -0.6205, -0.5982, -0.6116, -0.6071, -0.6116, -0.5982, -0.5937, -0.6027, -0.6205, -0.6205, -0.6116, -0.5982, -0.6071, -0.5982, -0.6027, -0.5937, -0.5982, -0.5982, -0.6161, -0.6071, -0.6205, -0.6205, -0.6339, -0.6384, -0.6339, -0.6339, -0.6339, -0.6116, -0.6295, -0.6339, -0.6339, -0.6116, -0.5848, -0.5848, -0.5134, -0.5268, -0.4911, -0.442, -0.4643, -0.4732, -0.4554, -0.4107, -0.3259, -0.1607, -0.1295, -0.125, -0.0938, 0.1875, 0.2321, 0.1786, 0.0, -0.0848, -0.0848, -0.1339, -0.1696, -0.1563, -0.0893, -0.1518, -0.1161, -0.0982, -0.0982, -0.1027, -0.1696, -0.2009, -0.192, -0.2321, -0.2143, -0.192, -0.192, -0.183, -0.2277, -0.2411, -0.2545, -0.2946, -0.2723, -0.3304, -0.3304, -0.3036, -0.2411, -0.1964, -0.1964, -0.1429, -0.1741, -0.183, -0.1384, -0.067, -0.0759, -0.1027, -0.0893, -0.1116, -0.0402, -0.0402, -0.0893, -0.0714, -0.0714, -0.0357, -0.0134, 0.0357, 0.0357, 0.0, 0.0, -0.0268, -0.1027, -0.1071, -0.1205, -0.1205, -0.1295, -0.0759, -0.0179, -0.0089, -0.0491, -0.0179, -0.0759, -0.0491, -0.0536, -0.0982, -0.1473, -0.1473, -0.0804, -0.0893, -0.0402, -0.0491, 0.0714, 0.1205, 0.0982, 0.0089, -0.0893, -0.1027, 0.0045, -0.0804, -0.1786, -0.1295, -0.067, -0.0804, -0.0179, -0.0045, -0.0357, -0.0357, -0.0938, -0.4509, -0.4107, -0.4152, -0.3839, -0.3214, -0.3393, -0.3304, -0.308, -0.3393, -0.3884, -0.3929, -0.4107, -0.4196, -0.3973, -0.3661, -0.3973, -0.4062, -0.4152, -0.3973, -0.4241, -0.4241, -0.433, -0.4911, -0.4955, -0.433, -0.4062, -0.4464, -0.4286, -0.433, -0.375, -0.3393, -0.3348, -0.3348, -0.2768, -0.3259, -0.2679, -0.2321, -0.2143]}
{"unit_id": "orig:1978844449871405411", "ticker_idx": 1, "ts": "2025-10-16T15:24:16+00:00", "symbol": "MP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the momentum toward economic independence and national security through resource control is already unstoppable. America is reindustrializing around its defense interests", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on NAK and MP as critical mineral plays benefiting from US reindustrialization and national security-driven domestic resource push.", "resolved_tickers": ["MP"], "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": "$NAK $MP \n\nCritical mineral companies are intensifying their lobbying in Washington as President Trump commits to major investments in industries deemed essential to U.S. national security. Executives and officials say the goal is clear: secure a seat at the table as the administration prioritizes domestic production of strategic materials.\n\nWhether or not the U.S. reaches a deal with China, the momentum toward economic independence and national security through resource control is already unstoppable. America is reindustrializing around its defense interests. \n\nhttps://t.co/tkgDS3n0IW", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07168418891633843, "ret_signed_m1d": 0.07168418891633843, "alpha_spy_m1d": 0.06482735841562715, "alpha_c_m1d": 0.06418853881169073, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.0074956501046477, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03637876378323346, "ret_signed_p1d": -0.03637876378323346, "alpha_spy_p1d": -0.042054968947486615, "alpha_c_p1d": -0.03444808199448801, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": -0.0019306817887454475, "ret_p1w": -0.18356393203577803, "ret_signed_p1w": -0.18356393203577803, "alpha_spy_p1w": -0.20039599399690355, "alpha_c_p1w": -0.19866894639054244, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.015105014354764412, "ret_p1m": -0.30057249581311474, "ret_signed_p1m": -0.30057249581311474, "alpha_spy_p1m": -0.31766194043201457, "alpha_c_p1m": -0.2860352618943365, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": -0.014537233918778258, "ret_p3m": -0.23878813832937362, "ret_signed_p3m": -0.23878813832937362, "alpha_spy_p3m": -0.29203942717559406, "alpha_c_p3m": -0.35137295744704844, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.11258481911767482, "ret_p6m": -0.34112590539914367, "ret_signed_p6m": -0.34112590539914367, "alpha_spy_p6m": -0.37546948972885275, "alpha_c_p6m": -0.5327325721214234, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.19160666672227977, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.30057249581311474, "alpha_spy_stated": -0.31766194043201457, "alpha_c_stated": -0.2860352618943365, "price_path": [-0.2962, -0.2834, -0.2708, -0.2657, -0.2595, -0.2353, -0.2812, -0.2742, -0.2665, -0.2403, -0.2197, -0.1843, -0.1948, -0.1523, -0.1135, -0.133, -0.106, -0.1007, -0.0866, -0.1051, -0.1387, -0.1735, -0.1869, -0.1856, -0.1904, -0.1375, -0.1671, -0.1484, -0.1233, -0.1515, -0.1515, -0.1972, -0.2129, -0.2345, -0.248, -0.2519, -0.2468, -0.2552, -0.2482, -0.2425, -0.2135, -0.213, -0.2031, -0.1397, -0.1267, -0.1267, -0.109, -0.1504, -0.08, -0.1814, -0.1868, -0.2, -0.1933, -0.1536, -0.1472, -0.1134, -0.1201, -0.158, -0.1378, -0.0656, 0.1338, 0.1766, 0.0717, 0.0, -0.0364, -0.0112, -0.1161, -0.1675, -0.1836, -0.1554, -0.2179, -0.2254, -0.2332, -0.2257, -0.2475, -0.3123, -0.3452, -0.3448, -0.3804, -0.301, -0.2345, -0.2611, -0.2877, -0.3137, -0.3006, -0.3204, -0.3021, -0.242, -0.324, -0.3408, -0.2958, -0.3057, -0.2826, -0.2826, -0.2611, -0.307, -0.2743, -0.2997, -0.2629, -0.2594, -0.27, -0.2865, -0.3078, -0.2842, -0.3242, -0.3647, -0.3628, -0.3794, -0.3793, -0.3563, -0.3513, -0.3534, -0.3495, -0.3495, -0.3633, -0.3806, -0.3984, -0.3974, -0.3974, -0.3443, -0.3008, -0.2865, -0.2545, -0.2717, -0.2605, -0.2207, -0.2388, -0.1734, -0.2044, -0.1772, -0.1772, -0.1844, -0.2289, -0.1845, -0.1701, -0.2433, -0.2041, -0.2007, -0.2586, -0.299, -0.295, -0.2294, -0.2778, -0.3255, -0.2693, -0.251, -0.2564, -0.2774, -0.3166, -0.3078, -0.3078, -0.3207, -0.3089, -0.3015, -0.3399, -0.3356, -0.303, -0.3003, -0.2844, -0.2978, -0.2399, -0.2677, -0.2651, -0.3025, -0.3055, -0.2808, -0.2655, -0.2575, -0.284, -0.3176, -0.292, -0.2927, -0.3137, -0.3667, -0.3965, -0.3645, -0.3644, -0.359, -0.3833, -0.3822, -0.4562, -0.4244, -0.4226, -0.4068, -0.4068, -0.3897, -0.4097, -0.3507, -0.3571, -0.3411]}
{"unit_id": "orig:1984098521470136352", "ticker_idx": 0, "ts": "2025-10-31T03:22:04+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It is the quiet layer that will define the economics of the modern grid", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC as the defining infrastructure layer for grid economics; energy storage evolving from niche to backbone.", "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 deep dive on $FLNC will be live tonight on my Substack. Below is an excerpt from the article. \n\nI believe that most investors still see energy storage as a niche technology attached to solar farms, but it is evolving into the backbone of grid liquidity. \n\n$FLNC builds the software and storage infrastructure that turns this instability into predictable, tradable capacity. It is the quiet layer that will define the economics of the modern grid.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0252381279355004, "ret_signed_m1d": -0.0252381279355004, "alpha_spy_m1d": -0.02196863052553677, "alpha_c_m1d": -0.02196863052553677, "bench_spy_m1d": -0.0032694974099636287, "bench_c_m1d": -0.0032694974099636287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009047644478934136, "ret_signed_p1d": -0.009047644478934136, "alpha_spy_p1d": -0.010924384354396133, "alpha_c_p1d": -0.010924384354396133, "bench_spy_p1d": 0.0018767398754619968, "bench_c_p1d": 0.0018767398754619968, "ret_p1w": -0.009999956403459853, "ret_signed_p1w": -0.009999956403459853, "alpha_spy_p1w": 0.006259648692574671, "alpha_c_p1w": 0.006259648692574671, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": -0.016259605096034524, "ret_p1m": -0.0766666957310268, "ret_signed_p1m": -0.0766666957310268, "alpha_spy_p1m": -0.07404232765325325, "alpha_c_p1m": -0.07404232765325325, "bench_spy_p1m": -0.0026243680777735534, "bench_c_p1m": -0.0026243680777735534, "ret_p3m": 0.4757142748151506, "ret_signed_p3m": 0.4757142748151506, "alpha_spy_p3m": 0.453113815320656, "alpha_c_p3m": 0.453113815320656, "bench_spy_p3m": 0.02260045949449463, "bench_c_p3m": 0.02260045949449463, "ret_p6m": -0.3638095401582264, "ret_signed_p6m": -0.3638095401582264, "alpha_spy_p6m": -0.41832405146283214, "alpha_c_p6m": -0.41832405146283214, "bench_spy_p6m": 0.05451451130460572, "bench_c_p6m": 0.05451451130460572, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0766666957310268, "alpha_spy_stated": -0.07404232765325325, "alpha_c_stated": -0.07404232765325325, "price_path": [-0.5929, -0.5976, -0.5681, -0.5624, -0.5648, -0.649, -0.6405, -0.6398, -0.6214, -0.6162, -0.6276, -0.6438, -0.6743, -0.641, -0.6443, -0.639, -0.6533, -0.631, -0.6476, -0.6476, -0.67, -0.6786, -0.6786, -0.6405, -0.6567, -0.6771, -0.6781, -0.6695, -0.6667, -0.6481, -0.6429, -0.6457, -0.6229, -0.5543, -0.4952, -0.5138, -0.4676, -0.4414, -0.4329, -0.4571, -0.4857, -0.3595, -0.3786, -0.3433, -0.2733, -0.3414, -0.2876, -0.2905, -0.3767, -0.2433, -0.1214, 0.021, -0.0676, -0.1274, -0.1214, -0.2257, -0.2752, -0.2367, -0.0705, -0.1076, -0.1381, -0.0343, -0.0252, 0.0, -0.009, -0.0867, -0.0133, -0.0562, -0.01, 0.0376, -0.0129, -0.0852, -0.2262, -0.1471, -0.1795, -0.1895, -0.1995, -0.2614, -0.2667, -0.2476, -0.2014, -0.0957, -0.0957, -0.0648, -0.0767, -0.0495, -0.0548, 0.1114, 0.141, 0.0886, 0.14, 0.1338, 0.2281, 0.0567, 0.0248, 0.0148, -0.1157, -0.0805, -0.0495, -0.0262, -0.0633, -0.0557, -0.0557, -0.0376, -0.049, -0.0543, -0.0581, -0.0581, 0.0957, 0.0595, 0.0395, -0.021, 0.0086, 0.1048, 0.1086, 0.1343, 0.0786, 0.2143, 0.2895, 0.2895, 0.2148, 0.2543, 0.2986, 0.2829, 0.2914, 0.3543, 0.4757, 0.5033, 0.4652, 0.471, 0.5348, 0.3805, -0.0976, -0.0743, -0.0762, -0.0957, -0.1657, -0.1695, -0.121, -0.121, -0.1533, -0.17, -0.2114, -0.2119, -0.2348, -0.2148, -0.2224, -0.2286, -0.26, -0.28, -0.2895, -0.2476, -0.2495, -0.2962, -0.2524, -0.1962, -0.1852, -0.2181, -0.22, -0.201, -0.2143, -0.2386, -0.2367, -0.2795, -0.2686, -0.231, -0.2214, -0.2876, -0.3262, -0.381, -0.3448, -0.38, -0.3667, -0.3667, -0.3714, -0.369, -0.3752, -0.3543, -0.3438, -0.35, -0.2952, -0.2757, -0.2867, -0.3555, -0.3986, -0.3919, -0.3571, -0.3562, -0.3629, -0.3638]}
{"unit_id": "quote:1974525128873808046", "ticker_idx": 0, "ts": "2025-10-04T17:20:50+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy $NBIS & $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Dismisses bubble-caution advice; simply says buy NBIS and FLNC to collect profit.", "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": "Rules for investing in a bubble:\n\n1.) Ignore everything this guys says\n2.) Buy $NBIS &amp; $FLNC\n3.) Collect profit", "reply_text": null, "parent_text": null, "quoted_text": "Rules for investing in a bubble:\n\n1.) Realize you’re not a genius, it’s the market\n\n2.) Don’t let pride prevent you from booking profits\n\n3.) Be prepared for your stock(s) to collapse 10%+ in one day when the bubble pops\n\n4.) Treat it like a bubble, not “it’s different”", "parent_author": null, "ret_m1d": 0.024331686058298496, "ret_signed_m1d": 0.024331686058298496, "alpha_spy_m1d": 0.027905142637612235, "alpha_c_m1d": 0.025361676025345115, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0010299899670466184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05794785778525535, "ret_signed_p1d": -0.05794785778525535, "alpha_spy_p1d": -0.05424034389593757, "alpha_c_p1d": -0.054085395408830395, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0038624623764249577, "ret_p1w": 0.08420044875054766, "ret_signed_p1w": 0.08420044875054766, "alpha_spy_p1w": 0.09696081704803727, "alpha_c_p1w": 0.10711699868325608, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02291654993270842, "ret_p1m": -0.11525533251555797, "ret_signed_p1m": -0.11525533251555797, "alpha_spy_p1m": -0.12066032533025106, "alpha_c_p1m": -0.08349836574482628, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.0317569667707317, "ret_p3m": -0.33003841687685054, "ret_signed_p3m": -0.33003841687685054, "alpha_spy_p3m": -0.34838988215623623, "alpha_c_p3m": -0.3436947702524794, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.013656353375628871, "ret_p6m": -0.1695213693877481, "ret_signed_p6m": -0.1695213693877481, "alpha_spy_p6m": -0.14336489142789688, "alpha_c_p6m": -0.12715421087025702, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.042367158517491066, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11525533251555797, "alpha_spy_stated": -0.12066032533025106, "alpha_c_stated": -0.08349836574482628, "price_path": [-0.6314, -0.6284, -0.6454, -0.5842, -0.5716, -0.5733, -0.5703, -0.5775, -0.5808, -0.5917, -0.5848, -0.5825, -0.5888, -0.5778, -0.5966, -0.5895, -0.5644, -0.5838, -0.5664, -0.5584, -0.5591, -0.4773, -0.4495, -0.4378, -0.3971, -0.4347, -0.4521, -0.4268, -0.4194, -0.4622, -0.46, -0.4703, -0.4479, -0.4396, -0.4359, -0.4389, -0.4234, -0.4532, -0.4532, -0.474, -0.4745, -0.4805, -0.476, -0.4873, -0.2339, -0.2525, -0.2861, -0.2764, -0.272, -0.2842, -0.247, -0.2467, -0.2051, -0.1468, -0.1372, -0.0937, -0.1361, -0.138, -0.1178, -0.1014, -0.0747, 0.0074, 0.0243, 0.0, -0.0579, -0.0235, 0.0616, 0.0371, 0.0842, 0.0257, 0.0071, -0.0152, -0.092, -0.1276, -0.1654, -0.2107, -0.1503, -0.0615, 0.0039, -0.0249, 0.0013, -0.0061, 0.0471, -0.0358, -0.1153, -0.0636, -0.1241, -0.1093, -0.12, -0.1818, -0.2448, -0.2906, -0.3314, -0.3118, -0.2753, -0.2391, -0.3226, -0.3336, -0.2644, -0.2886, -0.2421, -0.2421, -0.2407, -0.1984, -0.228, -0.2083, -0.1772, -0.2153, -0.197, -0.2283, -0.2509, -0.2454, -0.2981, -0.3506, -0.3521, -0.3961, -0.375, -0.284, -0.2538, -0.2794, -0.2706, -0.2706, -0.2989, -0.3113, -0.3183, -0.33, -0.33, -0.2801, -0.257, -0.1977, -0.23, -0.2212, -0.2162, -0.1409, -0.1562, -0.1838, -0.1685, -0.1297, -0.1297, -0.2053, -0.2087, -0.2248, -0.2436, -0.268, -0.2167, -0.1962, -0.2404, -0.3182, -0.2944, -0.2801, -0.3406, -0.4088, -0.3109, -0.2566, -0.2653, -0.2908, -0.2818, -0.2155, -0.2155, -0.2195, -0.1852, -0.1387, -0.2163, -0.1947, -0.179, -0.1506, -0.1606, -0.2701, -0.2716, -0.3053, -0.2174, -0.2344, -0.285, -0.2401, -0.2282, -0.1036, -0.1353, -0.096, 0.0393, -0.0689, -0.0511, -0.0274, -0.0586, -0.0864, -0.0803, -0.0788, -0.1518, -0.1931, -0.2616, -0.1695]}
{"unit_id": "quote:1974525128873808046", "ticker_idx": 1, "ts": "2025-10-04T17:20:50+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy $NBIS & $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Dismisses bubble-caution advice; simply says buy NBIS and FLNC to collect profit.", "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": "Rules for investing in a bubble:\n\n1.) Ignore everything this guys says\n2.) Buy $NBIS &amp; $FLNC\n3.) Collect profit", "reply_text": null, "parent_text": null, "quoted_text": "Rules for investing in a bubble:\n\n1.) Realize you’re not a genius, it’s the market\n\n2.) Don’t let pride prevent you from booking profits\n\n3.) Be prepared for your stock(s) to collapse 10%+ in one day when the bubble pops\n\n4.) Treat it like a bubble, not “it’s different”", "parent_author": null, "ret_m1d": -0.09633029128312942, "ret_signed_m1d": -0.09633029128312942, "alpha_spy_m1d": -0.09275683470381568, "alpha_c_m1d": -0.09275683470381568, "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": -0.09370906184321615, "ret_signed_p1d": -0.09370906184321615, "alpha_spy_p1d": -0.09000154795389836, "alpha_c_p1d": -0.09000154795389836, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0037075138893177817, "ret_p1w": 0.04128441054991261, "ret_signed_p1w": 0.04128441054991261, "alpha_spy_p1w": 0.05404477884740222, "alpha_c_p1w": 0.05404477884740222, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01276036829748961, "ret_p1m": 0.256880735091652, "ret_signed_p1m": 0.256880735091652, "alpha_spy_p1m": 0.2514757422769589, "alpha_c_p1m": 0.2514757422769589, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": 0.005404992814693088, "ret_p3m": 0.2961992391853896, "ret_signed_p3m": 0.2961992391853896, "alpha_spy_p3m": 0.2778477739060039, "alpha_c_p3m": 0.2778477739060039, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.018351465279385692, "ret_p6m": -0.09829619773930443, "ret_signed_p6m": -0.09829619773930443, "alpha_spy_p6m": -0.07213971977945322, "alpha_c_p6m": -0.07213971977945322, "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": 0.256880735091652, "alpha_spy_stated": 0.2514757422769589, "alpha_c_stated": 0.2514757422769589, "price_path": [-0.4273, -0.4384, -0.4646, -0.4797, -0.4548, -0.4581, -0.46, -0.4128, -0.3755, -0.3309, -0.3814, -0.3866, -0.3853, -0.4207, -0.4463, -0.4626, -0.4679, -0.4902, -0.4443, -0.4397, -0.4463, -0.4056, -0.3978, -0.401, -0.517, -0.5052, -0.5043, -0.479, -0.4718, -0.4875, -0.5098, -0.5518, -0.5059, -0.5105, -0.5033, -0.5229, -0.4921, -0.5151, -0.5151, -0.5459, -0.5577, -0.5577, -0.5052, -0.5275, -0.5557, -0.557, -0.5452, -0.5413, -0.5157, -0.5085, -0.5125, -0.481, -0.3866, -0.3054, -0.3309, -0.2674, -0.2313, -0.2195, -0.2529, -0.2923, -0.1186, -0.1448, -0.0963, 0.0, -0.0937, -0.0197, -0.0236, -0.1422, 0.0413, 0.209, 0.405, 0.2831, 0.2009, 0.209, 0.0655, -0.0026, 0.0505, 0.2792, 0.228, 0.1861, 0.329, 0.3414, 0.3761, 0.3637, 0.2569, 0.3578, 0.2988, 0.3624, 0.4279, 0.3585, 0.2588, 0.0649, 0.1737, 0.1291, 0.1153, 0.1016, 0.0164, 0.0092, 0.0354, 0.099, 0.2444, 0.2444, 0.287, 0.2706, 0.308, 0.3008, 0.5295, 0.5701, 0.498, 0.5688, 0.5603, 0.69, 0.4541, 0.4102, 0.3965, 0.2169, 0.2654, 0.308, 0.3401, 0.289, 0.2995, 0.2995, 0.3244, 0.3087, 0.3014, 0.2962, 0.2962, 0.5079, 0.4581, 0.4305, 0.3473, 0.3879, 0.5203, 0.5256, 0.5609, 0.4843, 0.671, 0.7746, 0.7746, 0.6717, 0.7261, 0.787, 0.7654, 0.7772, 0.8637, 1.0308, 1.0688, 1.0164, 1.0242, 1.1121, 0.8997, 0.2418, 0.2739, 0.2713, 0.2444, 0.1481, 0.1429, 0.2097, 0.2097, 0.1651, 0.1422, 0.0852, 0.0845, 0.0531, 0.0806, 0.0701, 0.0616, 0.0183, -0.0092, -0.0223, 0.0354, 0.0328, -0.0315, 0.0288, 0.1062, 0.1212, 0.076, 0.0734, 0.0996, 0.0813, 0.0478, 0.0505, -0.0085, 0.0066, 0.0583, 0.0714, -0.0197, -0.0727, -0.1481, -0.0983]}
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{"unit_id": "quote:1988614305307070624", "ticker_idx": 0, "ts": "2025-11-12T14:26:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Reiterates buy for Nebius and sell on Coreweave the analyst making the call is best in the sector btw", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses DA Davidson's Buy on NBIS and Sell on CRWV, adding the analyst is best in sector.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "Interesting divergence from DA Davidson on $NBIS and $CRWV. Reiterates buy for Nebius and sell on Coreweave the analyst making the call is best in the sector btw", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS DA Davidson has a totally opposite view from $CRWV\n\nWe reiterate our BUY and $150 price target on Nebius Group after the company delivered strong results while raising its CY26 contracted power guidance and introducing guidance that has the company exiting CY26 with an", "parent_author": null, "ret_m1d": 0.0832980135598822, "ret_signed_m1d": 0.0832980135598822, "alpha_spy_m1d": 0.08385409452815284, "alpha_c_m1d": 0.07748508738474302, "bench_spy_m1d": -0.0005560809682706447, "bench_c_m1d": 0.005812926175139177, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06072491860820306, "ret_signed_p1d": -0.06072491860820306, "alpha_spy_p1d": -0.044130922193416855, "alpha_c_p1d": -0.04654488015234448, "bench_spy_p1d": -0.016593996414786205, "bench_c_p1d": -0.014180038455858579, "ret_p1w": 0.007524364983892973, "ret_signed_p1w": 0.007524364983892973, "alpha_spy_p1w": 0.03788809686983685, "alpha_c_p1w": 0.028221883578869567, "bench_spy_p1w": -0.03036373188594388, "bench_c_p1w": -0.020697518594976594, "ret_p1m": -0.0008478362710598875, "ret_signed_p1m": -0.0008478362710598875, "alpha_spy_p1m": -0.00932043899474888, "alpha_c_p1m": -0.029648233983670003, "bench_spy_p1m": 0.008472602723688993, "bench_c_p1m": 0.028800397712610115, "ret_p3m": -0.01568464759813948, "ret_signed_p3m": -0.01568464759813948, "alpha_spy_p3m": -0.03415247928220111, "alpha_c_p3m": -0.04843410045174246, "bench_spy_p3m": 0.01846783168406163, "bench_c_p3m": 0.03274945285360298, "ret_p6m": 0.9581390745793523, "ret_signed_p6m": 0.9581390745793523, "alpha_spy_p6m": 0.8815116574732391, "alpha_c_p6m": 0.9176618357203026, "bench_spy_p6m": 0.0766274171061132, "bench_c_p6m": 0.04047723885904975, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0008478362710598875, "alpha_spy_stated": -0.00932043899474888, "alpha_c_stated": -0.029648233983670003, "price_path": [-0.241, -0.2312, -0.2879, -0.285, -0.2986, -0.269, -0.2579, -0.2531, -0.2571, -0.2365, -0.276, -0.276, -0.3035, -0.3043, -0.3121, -0.3062, -0.3211, 0.0144, -0.0103, -0.0548, -0.0419, -0.036, -0.0522, -0.003, -0.0025, 0.0525, 0.1297, 0.1424, 0.2, 0.1439, 0.1414, 0.1681, 0.1898, 0.2252, 0.3339, 0.3563, 0.3241, 0.2474, 0.2929, 0.4057, 0.3733, 0.4356, 0.3581, 0.3335, 0.3039, 0.2022, 0.1552, 0.1051, 0.0451, 0.1251, 0.2427, 0.3293, 0.2911, 0.3258, 0.316, 0.3864, 0.2767, 0.1715, 0.2399, 0.1598, 0.1793, 0.1652, 0.0833, 0.0, -0.0607, -0.1147, -0.0888, -0.0405, 0.0075, -0.103, -0.1176, -0.0261, -0.0581, 0.0035, 0.0035, 0.0054, 0.0614, 0.0221, 0.0483, 0.0894, 0.039, 0.0633, 0.0217, -0.0082, -0.0008, -0.0707, -0.1401, -0.1421, -0.2004, -0.1724, -0.0519, -0.012, -0.0459, -0.0342, -0.0342, -0.0717, -0.0882, -0.0974, -0.1129, -0.1129, -0.0467, -0.0162, 0.0623, 0.0196, 0.0312, 0.0378, 0.1375, 0.1173, 0.0808, 0.1009, 0.1523, 0.1523, 0.0522, 0.0478, 0.0264, 0.0015, -0.0307, 0.0372, 0.0643, 0.0058, -0.0972, -0.0657, -0.0467, -0.1269, -0.2171, -0.0875, -0.0157, -0.0272, -0.0609, -0.0491, 0.0387, 0.0387, 0.0335, 0.0788, 0.1404, 0.0377, 0.0662, 0.0871, 0.1246, 0.1115, -0.0336, -0.0355, -0.0801, 0.0362, 0.0137, -0.0533, 0.0061, 0.0219, 0.1869, 0.145, 0.197, 0.3761, 0.2328, 0.2565, 0.2878, 0.2465, 0.2097, 0.2178, 0.2197, 0.123, 0.0685, -0.0223, 0.0996, 0.0804, 0.1532, 0.1532, 0.1927, 0.2442, 0.3247, 0.4448, 0.5364, 0.638, 0.7162, 0.7674, 0.7522, 0.6653, 0.6867, 0.6591, 0.6547, 0.6647, 0.5596, 0.5362, 0.4361, 0.4963, 0.4649, 0.6372, 0.8696, 0.8643, 1.0675, 0.9581]}
{"unit_id": "quote:1988614305307070624", "ticker_idx": 1, "ts": "2025-11-12T14:26:11+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Reiterates buy for Nebius and sell on Coreweave the analyst making the call is best in the sector btw", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses DA Davidson's Buy on NBIS and Sell on CRWV, adding the analyst is best in sector.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Interesting divergence from DA Davidson on $NBIS and $CRWV. Reiterates buy for Nebius and sell on Coreweave the analyst making the call is best in the sector btw", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS DA Davidson has a totally opposite view from $CRWV\n\nWe reiterate our BUY and $150 price target on Nebius Group after the company delivered strong results while raising its CY26 contracted power guidance and introducing guidance that has the company exiting CY26 with an", "parent_author": null, "ret_m1d": 0.034648239188796115, "ret_signed_m1d": -0.034648239188796115, "alpha_spy_m1d": -0.03520432015706676, "alpha_c_m1d": -0.03520432015706676, "bench_spy_m1d": -0.0005560809682706447, "bench_c_m1d": -0.0005560809682706447, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08299196935453612, "ret_signed_p1d": 0.08299196935453612, "alpha_spy_p1d": 0.06639797293974992, "alpha_c_p1d": 0.06639797293974992, "bench_spy_p1d": -0.016593996414786205, "bench_c_p1d": -0.016593996414786205, "ret_p1w": -0.12302472314978696, "ret_signed_p1w": 0.12302472314978696, "alpha_spy_p1w": 0.09266099126384308, "alpha_c_p1w": 0.09266099126384308, "bench_spy_p1w": -0.03036373188594388, "bench_c_p1w": -0.03036373188594388, "ret_p1m": 0.022825669451906228, "ret_signed_p1m": -0.022825669451906228, "alpha_spy_p1m": -0.014353066728217234, "alpha_c_p1m": -0.014353066728217234, "bench_spy_p1m": 0.008472602723688993, "bench_c_p1m": 0.008472602723688993, "ret_p3m": 0.13297437164662296, "ret_signed_p3m": -0.13297437164662296, "alpha_spy_p3m": -0.11450653996256133, "alpha_c_p3m": -0.11450653996256133, "bench_spy_p3m": 0.01846783168406163, "bench_c_p3m": 0.01846783168406163, "ret_p6m": 0.5081352672087589, "ret_signed_p6m": -0.5081352672087589, "alpha_spy_p6m": -0.4315078501026457, "alpha_c_p6m": -0.4315078501026457, "bench_spy_p6m": 0.0766274171061132, "bench_c_p6m": 0.0766274171061132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022825669451906228, "alpha_spy_stated": -0.014353066728217234, "alpha_c_stated": -0.014353066728217234, "price_path": [0.1702, 0.1331, 0.0873, 0.0713, 0.0627, 0.1002, 0.0814, 0.0698, 0.1346, 0.2032, 0.2061, 0.2061, 0.0926, 0.0521, 0.024, 0.0428, 0.095, 0.1731, 0.3712, 0.3191, 0.3105, 0.4102, 0.39, 0.4147, 0.4209, 0.4615, 0.5595, 0.5321, 0.5615, 0.4826, 0.4086, 0.4342, 0.6019, 0.6042, 0.6154, 0.5778, 0.5668, 0.508, 0.6385, 0.6748, 0.6204, 0.6577, 0.5692, 0.6299, 0.6591, 0.6021, 0.4873, 0.4639, 0.4226, 0.4438, 0.5516, 0.5926, 0.5779, 0.6379, 0.5341, 0.5651, 0.4786, 0.3549, 0.3393, 0.2517, 0.2175, 0.2362, 0.0346, 0.0, -0.083, -0.0945, -0.1182, -0.1233, -0.123, -0.1899, -0.1613, -0.1385, -0.1655, -0.1304, -0.1304, -0.1441, -0.098, -0.11, -0.0711, 0.0037, 0.0336, 0.0095, 0.0612, 0.032, 0.0228, -0.0801, -0.1531, -0.1865, -0.2444, -0.2078, -0.0284, -0.007, -0.0605, -0.0768, -0.0768, -0.1055, -0.123, -0.135, -0.1618, -0.1618, -0.0715, -0.1003, -0.0877, -0.0966, -0.0976, -0.0619, 0.0527, 0.024, 0.0512, 0.1121, 0.1849, 0.1849, 0.1146, 0.1009, 0.0744, 0.0884, 0.1508, 0.2743, 0.241, 0.165, 0.0908, 0.0411, 0.0542, -0.0348, -0.1262, 0.0529, 0.133, 0.1133, 0.1138, 0.1202, 0.1242, 0.1242, 0.0652, 0.1173, 0.1371, 0.0447, 0.0633, 0.1624, 0.1473, 0.1428, -0.0687, -0.0864, -0.1364, -0.0694, -0.1242, -0.1456, -0.129, -0.123, -0.0406, -0.0652, -0.0506, 0.005, -0.0387, -0.0306, -0.0558, -0.0464, -0.0406, -0.0282, 0.0252, -0.0583, -0.1243, -0.1906, -0.0932, -0.0818, -0.0373, -0.0373, -0.0526, -0.0022, 0.0406, 0.0769, 0.194, 0.2908, 0.3719, 0.3893, 0.3995, 0.3678, 0.3746, 0.348, 0.4344, 0.3745, 0.2892, 0.3117, 0.2353, 0.3366, 0.3063, 0.3931, 0.4682, 0.497, 0.6151, 0.5081]}
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{"unit_id": "reply:1978075969802899833", "ticker_idx": 0, "ts": "2025-10-14T12:30:36+00:00", "symbol": "NAK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Analysis indicates implied share price of $155 if $NAK pebble mine receives approval", "tweet_type": "analysis", "timeline": "unspecified", "summary": "If Pebble mine gets approved, implied NAK share price is $155 vs current levels.", "resolved_tickers": ["NAK"], "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": "reply_other", "lang": "en", "tweet_text": "@advisors_g19794 Analysis indicates implied share price of $155 if $NAK pebble mine receives approval", "reply_text": null, "parent_text": "@RJCcapital IDK if she’s talking overall region projects or only NAK which would make the implied value here 3x current levels…\n\nhttps://t.co/nwbvWlxptC", "quoted_text": null, "parent_author": "advisors_g19794", "ret_m1d": -0.036231849629747126, "ret_signed_m1d": -0.036231849629747126, "alpha_spy_m1d": -0.03745499016247966, "alpha_c_m1d": -0.026356447655499715, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.00987540197424741, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04347821955569664, "ret_signed_p1d": -0.04347821955569664, "alpha_spy_p1d": -0.04791774946530203, "alpha_c_p1d": -0.03898931371087855, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": -0.004488905844818092, "ret_p1w": -0.29710142611455714, "ret_signed_p1w": -0.29710142611455714, "alpha_spy_p1w": -0.3107824416204329, "alpha_c_p1w": -0.2912659179287854, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": -0.005835508185771721, "ret_p1m": -0.33695650389905085, "ret_signed_p1m": -0.33695650389905085, "alpha_spy_p1m": -0.36889402095164836, "alpha_c_p1m": -0.3261833381089627, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": -0.010773165790088135, "ret_p3m": -0.20289853069367103, "ret_signed_p3m": -0.20289853069367103, "alpha_spy_p3m": -0.25407546658631275, "alpha_c_p3m": -0.29164543825870415, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.08874690756503312, "ret_p6m": -0.4057971045791139, "ret_signed_p6m": -0.4057971045791139, "alpha_spy_p6m": -0.4324181142713085, "alpha_c_p6m": -0.5784705692160089, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": 0.17267346463689504, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.33695650389905085, "alpha_spy_stated": -0.36889402095164836, "alpha_c_stated": -0.3261833381089627, "price_path": [-0.4094, -0.6232, -0.6703, -0.6848, -0.663, -0.6812, -0.6775, -0.6957, -0.7319, -0.7029, -0.7138, -0.7283, -0.7174, -0.7138, -0.7101, -0.692, -0.6739, -0.6848, -0.6812, -0.6848, -0.6739, -0.6703, -0.6775, -0.692, -0.692, -0.6848, -0.6739, -0.6812, -0.6739, -0.6775, -0.6703, -0.6739, -0.6739, -0.6884, -0.6812, -0.692, -0.692, -0.7029, -0.7065, -0.7029, -0.7029, -0.7029, -0.6848, -0.6993, -0.7029, -0.7029, -0.6848, -0.663, -0.663, -0.6051, -0.6159, -0.587, -0.5471, -0.5652, -0.5725, -0.558, -0.5217, -0.4529, -0.3188, -0.2935, -0.2899, -0.2645, -0.0362, 0.0, -0.0435, -0.1884, -0.2572, -0.2572, -0.2971, -0.3261, -0.3152, -0.2609, -0.3116, -0.2826, -0.2681, -0.2681, -0.2717, -0.3261, -0.3514, -0.3442, -0.3768, -0.3623, -0.3442, -0.3442, -0.337, -0.3732, -0.3841, -0.3949, -0.4275, -0.4094, -0.4565, -0.4565, -0.4348, -0.3841, -0.3478, -0.3478, -0.3043, -0.3297, -0.337, -0.3007, -0.2428, -0.25, -0.2717, -0.2609, -0.279, -0.221, -0.221, -0.2609, -0.2464, -0.2464, -0.2174, -0.1993, -0.1594, -0.1594, -0.1884, -0.1884, -0.2101, -0.2717, -0.2754, -0.2862, -0.2862, -0.2935, -0.25, -0.2029, -0.1957, -0.2283, -0.2029, -0.25, -0.2283, -0.2319, -0.2681, -0.308, -0.308, -0.2536, -0.2609, -0.221, -0.2283, -0.1304, -0.0906, -0.1087, -0.1812, -0.2609, -0.2717, -0.1848, -0.2536, -0.3333, -0.2935, -0.2428, -0.2536, -0.2029, -0.192, -0.2174, -0.2174, -0.2645, -0.5543, -0.5217, -0.5254, -0.5, -0.4493, -0.4638, -0.4565, -0.4384, -0.4638, -0.5036, -0.5072, -0.5217, -0.529, -0.5109, -0.4855, -0.5109, -0.5181, -0.5254, -0.5109, -0.5326, -0.5326, -0.5399, -0.587, -0.5906, -0.5399, -0.5181, -0.5507, -0.5362, -0.5399, -0.4928, -0.4638, -0.4601, -0.4601, -0.413, -0.4529, -0.4058]}
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{"unit_id": "reply:1993767471007060245", "ticker_idx": 0, "ts": "2025-11-26T19:43:02+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "let's not forget who the leader is okay. Today and everyday $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish FLNC, calling it the sector leader.", "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": "@400kProject You tell em sis. But let's not forget who the leader is okay. Today and everyday $FLNC 🤝🤝🤝", "reply_text": null, "parent_text": "$EOSE ... tracking the plot... \nEOSE you may resume regularly scheduled programming 🎯 $38 https://t.co/pX7X7EbsCZ", "quoted_text": null, "parent_author": "400kProject", "ret_m1d": -0.1169035987420538, "ret_signed_m1d": -0.1169035987420538, "alpha_spy_m1d": -0.11004734900915802, "alpha_c_m1d": -0.11004734900915802, "bench_spy_m1d": -0.0068562497328957805, "bench_c_m1d": -0.0068562497328957805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04528702584080779, "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:1974305215588253785", "ticker_idx": 0, "ts": "2025-10-04T02:46:58+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the most clear path to wealth and it's not even close.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS: signed deal adds $1.2B incremental annual profit growing 600% YoY; author calls it the clearest path to wealth.", "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": "I’m not shilling anything. I believe in this company and have been talking about it since $20. People that follow me what to know any and all catalysts that are positive for the stock and this is one of them.\n\nWhy would I write about AMD or NVIDIA when $NBIS just signed a deal that will gov them incremental $1.2B in profit per year and growing at 600% years over year. \n\nThis is the most clear path to wealth and it’s not even close.", "reply_text": null, "parent_text": "@RJCcapital @BThyroff @IfindRetards You're just shilling NBIS, lmao why don't you write AMD NVDA or something else then?", "quoted_text": null, "parent_author": "MajorOcelot45", "ret_m1d": 0.024331686058298496, "ret_signed_m1d": 0.024331686058298496, "alpha_spy_m1d": 0.027905142637612235, "alpha_c_m1d": 0.025361676025345115, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0010299899670466184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05794785778525535, "ret_signed_p1d": -0.05794785778525535, "alpha_spy_p1d": -0.05424034389593757, "alpha_c_p1d": -0.054085395408830395, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0038624623764249577, "ret_p1w": 0.08420044875054766, "ret_signed_p1w": 0.08420044875054766, "alpha_spy_p1w": 0.09696081704803727, "alpha_c_p1w": 0.10711699868325608, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02291654993270842, "ret_p1m": -0.11525533251555797, "ret_signed_p1m": -0.11525533251555797, "alpha_spy_p1m": -0.12066032533025106, "alpha_c_p1m": -0.08349836574482628, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.0317569667707317, "ret_p3m": -0.33003841687685054, "ret_signed_p3m": -0.33003841687685054, "alpha_spy_p3m": -0.34838988215623623, "alpha_c_p3m": -0.3436947702524794, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.013656353375628871, "ret_p6m": -0.1695213693877481, "ret_signed_p6m": -0.1695213693877481, "alpha_spy_p6m": -0.14336489142789688, "alpha_c_p6m": -0.12715421087025702, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.042367158517491066, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11525533251555797, "alpha_spy_stated": -0.12066032533025106, "alpha_c_stated": -0.08349836574482628, "price_path": [-0.6314, -0.6284, -0.6454, -0.5842, -0.5716, -0.5733, -0.5703, -0.5775, -0.5808, -0.5917, -0.5848, -0.5825, -0.5888, -0.5778, -0.5966, -0.5895, -0.5644, -0.5838, -0.5664, -0.5584, -0.5591, -0.4773, -0.4495, -0.4378, -0.3971, -0.4347, -0.4521, -0.4268, -0.4194, -0.4622, -0.46, -0.4703, -0.4479, -0.4396, -0.4359, -0.4389, -0.4234, -0.4532, -0.4532, -0.474, -0.4745, -0.4805, -0.476, -0.4873, -0.2339, -0.2525, -0.2861, -0.2764, -0.272, -0.2842, -0.247, -0.2467, -0.2051, -0.1468, -0.1372, -0.0937, -0.1361, -0.138, -0.1178, -0.1014, -0.0747, 0.0074, 0.0243, 0.0, -0.0579, -0.0235, 0.0616, 0.0371, 0.0842, 0.0257, 0.0071, -0.0152, -0.092, -0.1276, -0.1654, -0.2107, -0.1503, -0.0615, 0.0039, -0.0249, 0.0013, -0.0061, 0.0471, -0.0358, -0.1153, -0.0636, -0.1241, -0.1093, -0.12, -0.1818, -0.2448, -0.2906, -0.3314, -0.3118, -0.2753, -0.2391, -0.3226, -0.3336, -0.2644, -0.2886, -0.2421, -0.2421, -0.2407, -0.1984, -0.228, -0.2083, -0.1772, -0.2153, -0.197, -0.2283, -0.2509, -0.2454, -0.2981, -0.3506, -0.3521, -0.3961, -0.375, -0.284, -0.2538, -0.2794, -0.2706, -0.2706, -0.2989, -0.3113, -0.3183, -0.33, -0.33, -0.2801, -0.257, -0.1977, -0.23, -0.2212, -0.2162, -0.1409, -0.1562, -0.1838, -0.1685, -0.1297, -0.1297, -0.2053, -0.2087, -0.2248, -0.2436, -0.268, -0.2167, -0.1962, -0.2404, -0.3182, -0.2944, -0.2801, -0.3406, -0.4088, -0.3109, -0.2566, -0.2653, -0.2908, -0.2818, -0.2155, -0.2155, -0.2195, -0.1852, -0.1387, -0.2163, -0.1947, -0.179, -0.1506, -0.1606, -0.2701, -0.2716, -0.3053, -0.2174, -0.2344, -0.285, -0.2401, -0.2282, -0.1036, -0.1353, -0.096, 0.0393, -0.0689, -0.0511, -0.0274, -0.0586, -0.0864, -0.0803, -0.0788, -0.1518, -0.1931, -0.2616, -0.1695]}
{"unit_id": "quote:1989315814030184490", "ticker_idx": 0, "ts": "2025-11-14T12:53:44+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 agree. This is the bull case for $FLNC", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author endorses the Tesla Megapack data-center news as the bull case for Fluence Energy.", "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 agree. This is the bull case for $FLNC", "reply_text": null, "parent_text": null, "quoted_text": "Tesla launches Megapack for Data Centers solution targeting AI infrastructure growth. System addresses power load smoothing for up to 90% AI training swings at 30Hz frequencies, low voltage ride-through for grid stability, flexible interconnection reducing 7+ year timelines, and https://t.co/U008uAym95", "parent_author": null, "ret_m1d": -0.09268564274454583, "ret_signed_m1d": -0.09268564274454583, "alpha_spy_m1d": -0.092849219166241, "alpha_c_m1d": -0.092849219166241, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": 0.0001635764216951774, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03796763321994323, "ret_signed_p1d": -0.03796763321994323, "alpha_spy_p1d": -0.028651012646535468, "alpha_c_p1d": -0.028651012646535468, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.009316620573407763, "ret_p1w": -0.14014518426947487, "ret_signed_p1w": -0.14014518426947487, "alpha_spy_p1w": -0.12094666110994778, "alpha_c_p1w": -0.12094666110994778, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.01919852315952708, "ret_p1m": 0.20156340821371854, "ret_signed_p1m": 0.20156340821371854, "alpha_spy_p1m": 0.18846694501804717, "alpha_c_p1m": 0.18846694501804717, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": 0.01309646319567137, "ret_p3m": -0.021775510495316452, "ret_signed_p3m": -0.021775510495316452, "alpha_spy_p3m": -0.05462808545929476, "alpha_c_p3m": -0.05462808545929476, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": 0.03285257496397831, "ret_p6m": 0.40871020419812654, "ret_signed_p6m": 0.40871020419812654, "alpha_spy_p6m": 0.3021820212445847, "alpha_c_p6m": 0.3021820212445847, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.10652818295354183, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20156340821371854, "alpha_spy_stated": 0.18846694501804717, "alpha_c_stated": 0.18846694501804717, "price_path": [-0.5634, -0.5824, -0.6181, -0.579, -0.5829, -0.5768, -0.5935, -0.5673, -0.5868, -0.5868, -0.6131, -0.6231, -0.6231, -0.5784, -0.5974, -0.6214, -0.6226, -0.6125, -0.6092, -0.5874, -0.5812, -0.5846, -0.5578, -0.4774, -0.4082, -0.4299, -0.3758, -0.3451, -0.335, -0.3635, -0.397, -0.249, -0.2714, -0.23, -0.148, -0.2278, -0.1647, -0.1681, -0.2691, -0.1128, 0.0302, 0.1971, 0.0932, 0.0232, 0.0302, -0.0921, -0.1502, -0.105, 0.0899, 0.0463, 0.0106, 0.1323, 0.1429, 0.1725, 0.1619, 0.0709, 0.1569, 0.1066, 0.1608, 0.2166, 0.1575, 0.0726, -0.0927, 0.0, -0.038, -0.0497, -0.0614, -0.134, -0.1401, -0.1178, -0.0637, 0.0603, 0.0603, 0.0966, 0.0826, 0.1145, 0.1083, 0.3032, 0.3378, 0.2764, 0.3367, 0.3294, 0.44, 0.239, 0.2016, 0.1898, 0.0369, 0.0782, 0.1145, 0.1418, 0.0983, 0.1072, 0.1072, 0.1284, 0.115, 0.1089, 0.1044, 0.1044, 0.2848, 0.2423, 0.2189, 0.148, 0.1826, 0.2954, 0.2998, 0.33, 0.2647, 0.4238, 0.512, 0.512, 0.4243, 0.4707, 0.5226, 0.5042, 0.5142, 0.5879, 0.7303, 0.7627, 0.718, 0.7247, 0.7996, 0.6186, 0.0581, 0.0854, 0.0832, 0.0603, -0.0218, -0.0262, 0.0307, 0.0307, -0.0073, -0.0268, -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]}
{"unit_id": "quote:1991669659297542171", "ticker_idx": 0, "ts": "2025-11-21T00:47:04+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS STAY STRONG DONT PANIC.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Hold/stay long NBIS; urging investors not to panic-sell amid H100 demand volatility narrative.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS STAY STRONG DONT PANIC.", "reply_text": null, "parent_text": null, "quoted_text": "At the start of 2025, H100 demand exploded as buyers scrambled for any capacity they could get, triggering a burst of speculative hoarding. That frenzy didn’t last as demand normalized faster than expected, shutting down most speculative builds and tightening supply. However, as https://t.co/8VhBB0zd2N", "parent_author": null, "ret_m1d": 0.01657455222208637, "ret_signed_m1d": 0.01657455222208637, "alpha_spy_m1d": 0.026437444755777695, "alpha_c_m1d": 0.033822138771501975, "bench_spy_m1d": -0.009862892533691325, "bench_c_m1d": -0.017247586549415606, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1037713087673433, "ret_signed_p1d": 0.1037713087673433, "alpha_spy_p1d": 0.0890527018911087, "alpha_c_p1d": 0.09385173980599548, "bench_spy_p1d": 0.014718606876234608, "bench_c_p1d": 0.009919568961347824, "ret_p1w": 0.13944271333737435, "ret_signed_p1w": 0.13944271333737435, "alpha_spy_p1w": 0.10247927775629395, "alpha_c_p1w": 0.10825410909098365, "bench_spy_p1w": 0.036963435581080395, "bench_c_p1w": 0.031188604246390694, "ret_p1m": 0.11974538751981001, "ret_signed_p1m": 0.11974538751981001, "alpha_spy_p1m": 0.07752638050634286, "alpha_c_p1m": 0.07383229410019299, "bench_spy_p1m": 0.04221900701346715, "bench_c_p1m": 0.045913093419617024, "ret_p3m": 0.2226759601229904, "ret_signed_p3m": 0.2226759601229904, "alpha_spy_p3m": 0.17823504755236885, "alpha_c_p3m": 0.1953214676935553, "bench_spy_p3m": 0.04444091257062155, "bench_c_p3m": 0.027354492429435107, "ret_p6m": 1.4004323262367873, "ret_signed_p6m": 1.4004323262367873, "alpha_spy_p6m": 1.273236497300917, "alpha_c_p6m": 1.3483034722853509, "bench_spy_p6m": 0.12719582893587034, "bench_c_p6m": 0.052128853951436405, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11974538751981001, "alpha_spy_stated": 0.07752638050634286, "alpha_c_stated": 0.07383229410019299, "price_path": [-0.1535, -0.1581, -0.1348, -0.1794, -0.1794, -0.2107, -0.2115, -0.2204, -0.2137, -0.2306, 0.1497, 0.1217, 0.0712, 0.0859, 0.0925, 0.0741, 0.13, 0.1304, 0.1928, 0.2803, 0.2947, 0.36, 0.2964, 0.2935, 0.3238, 0.3484, 0.3885, 0.5118, 0.5371, 0.5006, 0.4136, 0.4653, 0.5931, 0.5563, 0.627, 0.5392, 0.5113, 0.4778, 0.3625, 0.3092, 0.2525, 0.1845, 0.275, 0.4084, 0.5065, 0.4632, 0.5025, 0.4915, 0.5712, 0.4469, 0.3276, 0.4052, 0.3144, 0.3365, 0.3206, 0.2277, 0.1333, 0.0645, 0.0034, 0.0327, 0.0874, 0.1418, 0.0166, 0.0, 0.1038, 0.0675, 0.1373, 0.1373, 0.1394, 0.2029, 0.1584, 0.1881, 0.2347, 0.1775, 0.205, 0.1579, 0.1241, 0.1324, 0.0532, -0.0255, -0.0277, -0.0938, -0.0621, 0.0745, 0.1197, 0.0813, 0.0945, 0.0945, 0.052, 0.0334, 0.0229, 0.0053, 0.0053, 0.0804, 0.1149, 0.2039, 0.1555, 0.1686, 0.1762, 0.2891, 0.2663, 0.2248, 0.2477, 0.3059, 0.3059, 0.1925, 0.1875, 0.1632, 0.135, 0.0985, 0.1755, 0.2062, 0.1399, 0.0232, 0.0589, 0.0804, -0.0104, -0.1128, 0.0341, 0.1155, 0.1025, 0.0643, 0.0777, 0.1772, 0.1772, 0.1713, 0.2227, 0.2925, 0.1761, 0.2084, 0.232, 0.2746, 0.2597, 0.0952, 0.0931, 0.0425, 0.1744, 0.1488, 0.0729, 0.1403, 0.1582, 0.3451, 0.2976, 0.3566, 0.5596, 0.3972, 0.424, 0.4595, 0.4127, 0.371, 0.3801, 0.3823, 0.2728, 0.2109, 0.1081, 0.2462, 0.2245, 0.307, 0.307, 0.3517, 0.41, 0.5013, 0.6374, 0.7412, 0.8564, 0.945, 1.003, 0.9858, 0.8873, 0.9116, 0.8803, 0.8753, 0.8866, 0.7675, 0.7411, 0.6276, 0.6958, 0.6602, 0.8555, 1.1189, 1.1129, 1.3431, 1.2192, 1.1265, 1.2352, 1.1512, 1.4894, 1.6561, 1.6416, 1.4004]}
{"unit_id": "reply:1970416258152648809", "ticker_idx": 0, "ts": "2025-09-23T09:13:39+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They have $6b in cash", "tweet_type": "news_reaction", "timeline": "months", "summary": "Corrects parent's cash figure to $6B, implicitly endorsing the bullish NBIS thesis with even stronger balance sheet.", "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": "@MrMikeInvesting They have $6b in cash", "reply_text": null, "parent_text": "$NBIS is breaking out and is the next to see a $PLTR type squeeze…\n\nWith over $1.7B in cash, 625% YoY revenue growth, and a $1.1B expected ARR, $NBIS is an obvious buy.\n\nThis is a fair warning for all final $NBIS bears.\n\n$150+ is incoming this year.\n\nMark my words… https://t.co/mWutQM5SOT", "quoted_text": null, "parent_author": "MrMikeInvesting", "ret_m1d": -0.011131767566468054, "ret_signed_m1d": -0.011131767566468054, "alpha_spy_m1d": -0.01660493897714377, "alpha_c_m1d": -0.012567506591074529, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.001435739024606475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05037105891888216, "ret_signed_p1d": 0.05037105891888216, "alpha_spy_p1d": 0.05355281594210348, "alpha_c_p1d": 0.058647412057239445, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.008276353138357284, "ret_p1w": 0.041465616556267015, "ret_signed_p1w": 0.041465616556267015, "alpha_spy_p1w": 0.03698755034892254, "alpha_c_p1w": 0.04180343750323323, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": -0.00033782094696621634, "ret_p1m": -0.08515769986359101, "ret_signed_p1m": -0.08515769986359101, "alpha_spy_p1m": -0.09207843199526344, "alpha_c_p1m": -0.06176431445754693, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.023393385406044076, "ret_p3m": -0.17012990211586176, "ret_signed_p3m": -0.17012990211586176, "alpha_spy_p3m": -0.19936803049408347, "alpha_c_p3m": -0.15416831748075943, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": -0.015961584635102333, "ret_p6m": 0.09981441746035724, "ret_signed_p6m": 0.09981441746035724, "alpha_spy_p6m": 0.09955153672173012, "alpha_c_p6m": 0.1368217399699404, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.03700732250958316, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08515769986359101, "alpha_spy_stated": -0.09207843199526344, "alpha_c_stated": -0.06176431445754693, "price_path": [-0.5121, -0.5191, -0.4867, -0.5333, -0.5365, -0.5339, -0.5339, -0.5562, -0.5631, -0.5728, -0.5693, -0.5891, -0.5181, -0.5034, -0.5055, -0.5019, -0.5103, -0.5142, -0.5268, -0.5187, -0.5161, -0.5235, -0.5107, -0.5325, -0.5242, -0.4951, -0.5176, -0.4975, -0.4882, -0.489, -0.3942, -0.362, -0.3484, -0.3012, -0.3448, -0.3649, -0.3356, -0.3271, -0.3767, -0.3741, -0.3861, -0.3601, -0.3505, -0.3462, -0.3497, -0.3317, -0.3662, -0.3662, -0.3904, -0.391, -0.3979, -0.3927, -0.4058, -0.1121, -0.1337, -0.1726, -0.1613, -0.1562, -0.1704, -0.1273, -0.1269, -0.0788, -0.0111, 0.0, 0.0504, 0.0013, -0.0009, 0.0224, 0.0415, 0.0724, 0.1676, 0.1872, 0.159, 0.0918, 0.1317, 0.2304, 0.202, 0.2566, 0.1888, 0.1673, 0.1414, 0.0523, 0.0111, -0.0327, -0.0852, -0.0152, 0.0878, 0.1635, 0.1301, 0.1605, 0.1519, 0.2135, 0.1175, 0.0254, 0.0853, 0.0152, 0.0323, 0.0199, -0.0518, -0.1247, -0.1778, -0.225, -0.2024, -0.1601, -0.1181, -0.2148, -0.2276, -0.1475, -0.1755, -0.1216, -0.1216, -0.1199, -0.071, -0.1053, -0.0824, -0.0464, -0.0905, -0.0693, -0.1057, -0.1318, -0.1254, -0.1865, -0.2473, -0.2491, -0.3001, -0.2756, -0.1701, -0.1352, -0.1648, -0.1546, -0.1546, -0.1875, -0.2019, -0.2099, -0.2235, -0.2235, -0.1656, -0.1389, -0.0701, -0.1075, -0.0974, -0.0916, -0.0044, -0.022, -0.054, -0.0363, 0.0086, 0.0086, -0.0789, -0.0828, -0.1016, -0.1234, -0.1516, -0.0921, -0.0684, -0.1196, -0.2097, -0.1822, -0.1656, -0.2357, -0.3147, -0.2013, -0.1384, -0.1485, -0.178, -0.1676, -0.0908, -0.0908, -0.0954, -0.0557, -0.0018, -0.0917, -0.0667, -0.0484, -0.0156, -0.0271, -0.1541, -0.1558, -0.1948, -0.0929, -0.1127, -0.1713, -0.1193, -0.1055, 0.0389, 0.0022, 0.0478, 0.2045, 0.0791, 0.0998]}
{"unit_id": "reply:2024204331298247121", "ticker_idx": 0, "ts": "2026-02-18T19:28:15+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Might need to get long here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Considering getting long HIMS; soft but real bullish lean.", "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": "@annanay Might need to get long here", "reply_text": null, "parent_text": "$HIMS to $100, I can feel it", "quoted_text": null, "parent_author": "annanay", "ret_m1d": 0.02714648365110839, "ret_signed_m1d": 0.02714648365110839, "alpha_spy_m1d": 0.032158939912928064, "alpha_c_m1d": 0.032158939912928064, "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": -0.0012626551496847105, "ret_signed_p1d": -0.0012626551496847105, "alpha_spy_p1d": 0.0013746891738648515, "alpha_c_p1d": 0.0013746891738648515, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.002637344323549562, "ret_p1w": -0.0012626551496847105, "ret_signed_p1w": -0.0012626551496847105, "alpha_spy_p1w": -0.01125851021501656, "alpha_c_p1w": -0.01125851021501656, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": 0.5252525009265814, "ret_signed_p1m": 0.5252525009265814, "alpha_spy_p1m": 0.5638513556514493, "alpha_c_p1m": 0.5638513556514493, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.038598854724867904, "ret_p3m": 0.40719701393978025, "ret_signed_p3m": 0.40719701393978025, "alpha_spy_p3m": 0.3279633154421133, "alpha_c_p3m": 0.3279633154421133, "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": 0.5252525009265814, "alpha_spy_stated": 0.5638513556514493, "alpha_c_stated": 0.5638513556514493, "price_path": [1.1913, 1.3851, 1.3415, 1.4242, 1.4242, 1.5101, 1.3681, 1.2923, 1.3403, 1.5265, 1.4747, 1.4697, 1.5139, 1.3914, 1.3845, 1.3491, 1.2885, 1.327, 1.2077, 1.1951, 1.2449, 1.2128, 1.197, 1.1888, 1.1888, 1.166, 1.1528, 1.0859, 1.0499, 1.0499, 1.1092, 1.1913, 1.2386, 1.2386, 1.1383, 1.0006, 1.0417, 1.0328, 0.9773, 0.9716, 0.9811, 0.9811, 0.9236, 0.8239, 0.9268, 0.8699, 0.9116, 0.8737, 0.81, 0.8857, 0.7102, 0.6692, 0.6124, 0.5404, 0.4823, 0.4533, 0.2203, 0.0884, 0.0537, -0.0025, 0.029, 0.029, 0.0271, 0.0, -0.0013, -0.0133, -0.0208, -0.024, -0.0013, -0.0152, -0.0833, 0.0404, -0.0013, 0.0385, 0.0025, -0.0063, 0.399, 0.4817, 0.6338, 0.5051, 0.5638, 0.5707, 0.577, 0.4615, 0.5253, 0.3902, 0.4179, 0.3472, 0.3157, 0.3169, 0.2235, 0.1856, 0.3106, 0.2525, 0.2083, 0.2083, 0.2835, 0.2311, 0.2241, 0.2468, 0.2266, 0.3352, 0.3485, 0.5335, 0.7039, 0.8194, 0.9577, 0.8788, 0.8314, 0.7771, 0.9293, 0.8554, 0.762, 0.6622, 0.7153, 0.7304, 0.7216, 0.6622, 0.697, 0.6193, 0.7847, 0.8396, 0.5802, 0.524, 0.5303, 0.5814, 0.4072, 0.4167, 0.4545, 0.5158, 0.4994, 0.4994, 0.5057, 0.5909, 0.6023, 0.6509, 0.7525, 0.7367, 0.7367, 0.7683, 0.6534, 0.7153, 0.8295, 0.7538, 0.8226, 0.6932, 0.9047, 0.9867, 1.0133, 1.2393, 1.2393, 1.1174, 1.0808, 1.0644, 1.065, 1.1427, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069024192981336313", "ticker_idx": 0, "ts": "2026-06-22T11:46:22+00:00", "symbol": "SMTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "papa is long this too", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses a live long position in SMTC, endorsing the quoted bullish view.", "resolved_tickers": ["SMTC"], "resolution_method": "identity", "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": "papa is long this too", "reply_text": null, "parent_text": null, "quoted_text": "fucking bullish $SMTC", "parent_author": null, "ret_m1d": -0.09443141076778183, "ret_signed_m1d": -0.09443141076778183, "alpha_spy_m1d": -0.09758832520738159, "alpha_c_m1d": -0.0809318837398485, "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": -0.06552965849147308, "ret_signed_p1d": -0.06552965849147308, "alpha_spy_p1d": -0.051007704480981464, "alpha_c_p1d": 0.004524589812337831, "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": [-0.5419, -0.5756, -0.587, -0.5959, -0.5599, -0.5419, -0.527, -0.527, -0.527, -0.5245, -0.5024, -0.4926, -0.5123, -0.4744, -0.4842, -0.4662, -0.4137, -0.3836, -0.3939, -0.4078, -0.4078, -0.3971, -0.3717, -0.4203, -0.4597, -0.4375, -0.3988, -0.383, -0.3871, -0.3534, -0.3179, -0.3046, -0.3029, -0.2186, -0.2441, -0.2003, -0.1921, -0.2123, -0.2423, -0.2286, -0.1882, -0.1614, -0.1027, -0.1027, -0.0588, -0.1003, -0.0481, -0.127, -0.1439, -0.0464, -0.0643, -0.0308, -0.1357, -0.0912, -0.0985, -0.117, -0.0639, -0.0459, -0.0025, -0.0752, -0.1404, -0.0944, -0.0944, 0.0, -0.0655, -0.093, -0.0713, -0.143, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067639380315930649", "ticker_idx": 0, "ts": "2026-06-18T16:03:37+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "papa is long", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses long position in INTC in context of UMC-Intel 3nm collaboration news.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "tl", "tweet_text": "papa is long", "reply_text": null, "parent_text": null, "quoted_text": "Wow. According to @FundaAI, UMC is collaborating with Intel not only on 12nm, but also in the 3nm space.\n\n$INTC https://t.co/47XLM7vq30", "parent_author": null, "ret_m1d": -0.09620125748633235, "ret_signed_m1d": -0.09620125748633235, "alpha_spy_m1d": -0.08591125017264101, "alpha_c_m1d": -0.04178222082213656, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.008358909844463747, "ret_signed_p1w": -0.008358909844463747, "alpha_spy_p1w": 0.008300171769073272, "alpha_c_p1w": 0.02649591198649104, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.034854821830954785, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6715, -0.6712, -0.6479, -0.6709, -0.6781, -0.6926, -0.6706, -0.6415, -0.624, -0.624, -0.621, -0.6051, -0.56, -0.5394, -0.5344, -0.5135, -0.5238, -0.5153, -0.4888, -0.4888, -0.5097, -0.5055, -0.5129, -0.5016, -0.384, -0.3657, -0.3692, -0.2929, -0.2949, -0.2565, -0.2852, -0.1929, -0.1566, -0.1819, -0.0677, -0.034, -0.0999, -0.1022, -0.1348, -0.1882, -0.1927, -0.1731, -0.1122, -0.1156, -0.1056, -0.1056, -0.0781, -0.0912, -0.0978, -0.1441, -0.184, -0.1945, -0.1588, -0.1658, -0.2599, -0.177, -0.1946, -0.2011, -0.1271, -0.0703, -0.0457, -0.1264, -0.0962, 0.0, 0.0, 0.0519, -0.0128, -0.0175, -0.0084, -0.0423, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014135494657904977", "ticker_idx": 0, "ts": "2026-01-22T00:38:17+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ignore the noise. Solar power is in demand. $TE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on $TE citing strong solar power demand driven by large-scale procurement like Amazon's 1.2GW buy.", "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": "Ignore the noise. Solar power is in demand. $TE", "reply_text": null, "parent_text": null, "quoted_text": "Dang, amazon just bought 1.2 GW of solar + 1.2 GW of storage: https://t.co/BU8hr8z1xq", "parent_author": null, "ret_m1d": -0.06571083887905782, "ret_signed_m1d": -0.06571083887905782, "alpha_spy_m1d": -0.06051472186440854, "alpha_c_m1d": -0.07090729747204338, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": 0.0051964585929855645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015531674578061816, "ret_signed_p1d": 0.015531674578061816, "alpha_spy_p1d": 0.015168939389088143, "alpha_c_p1d": 0.02326574669470438, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.007734072116642565, "ret_p1w": 0.060931927820184084, "ret_signed_p1w": 0.060931927820184084, "alpha_spy_p1w": 0.053587809326807845, "alpha_c_p1w": 0.058756711348190827, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.0021752164719932576, "ret_p1m": -0.2580645014271503, "ret_signed_p1m": -0.2580645014271503, "alpha_spy_p1m": -0.25871765631935073, "alpha_c_p1m": -0.3289407450584392, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.07087624363128886, "ret_p3m": -0.39187572016939165, "ret_signed_p3m": -0.39187572016939165, "alpha_spy_p3m": -0.41658303615431125, "alpha_c_p3m": -0.43067778566575377, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.038802065496362115, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2580645014271503, "alpha_spy_stated": -0.25871765631935073, "alpha_c_stated": -0.3289407450584392, "price_path": [-0.5424, -0.5579, -0.5699, -0.5651, -0.5556, -0.5914, -0.5603, -0.5114, -0.5603, -0.5448, -0.4624, -0.4731, -0.54, -0.583, -0.5986, -0.6201, -0.6344, -0.6547, -0.675, -0.675, -0.6249, -0.6069, -0.5412, -0.5412, -0.5078, -0.4659, -0.4337, -0.46, -0.3895, -0.3035, -0.2808, -0.1959, -0.2652, -0.2987, -0.3608, -0.3955, -0.3501, -0.3524, -0.2808, -0.2318, -0.1278, -0.1505, -0.1577, -0.1577, -0.1876, -0.233, -0.2234, -0.2019, -0.2019, -0.0633, -0.0203, -0.086, -0.1302, -0.1864, -0.1708, -0.1386, -0.0609, -0.0609, -0.1147, -0.0239, -0.0239, -0.0108, -0.0657, 0.0, 0.0155, -0.0275, 0.0896, 0.1338, 0.0609, -0.0048, 0.0346, 0.086, -0.0765, -0.1314, -0.0119, -0.0872, -0.1027, -0.1816, -0.2581, -0.2688, -0.2688, -0.2306, -0.2282, -0.2461, -0.2581, -0.2485, -0.1529, -0.1374, -0.129, -0.264, -0.1828, -0.2222, -0.1517, -0.1864, -0.1971, -0.1446, -0.0466, -0.0275, -0.0753, -0.0896, -0.0777, -0.0693, -0.1243, -0.0789, -0.2115, -0.1828, -0.2103, -0.2019, -0.2497, -0.3118, -0.3286, -0.4755, -0.4648, -0.4994, -0.4994, -0.5161, -0.5305, -0.5018, -0.5006, -0.4397, -0.3895, -0.4194, -0.362, -0.4038, -0.399, -0.405, -0.3919, -0.356, -0.356, -0.368, -0.3656, -0.4146, -0.4158, -0.4265, -0.3847, -0.3907, -0.362, -0.3704, -0.3847, -0.264, -0.2784, -0.3011, -0.3297, -0.3154, -0.3226, -0.1637, -0.178, 0.0394, 0.0418, -0.0346, -0.0346, 0.2485, 0.3094, 0.2927, 0.2616, 0.2437, 0.4385, 0.374, 0.3931, 0.1266, 0.0908, 0.0108, -0.0765, 0.0119, 0.0155, 0.0657, 0.0311, 0.08, 0.1171, 0.1171, 0.2425, 0.1039, 0.0191, 0.0155, -0.0191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065190015114600869", "ticker_idx": 0, "ts": "2026-06-11T21:50:43+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK wants 3k", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish SNDK targeting $3,000.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK wants 3k", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04979039797782858, "ret_signed_m1d": -0.04979039797782858, "alpha_spy_m1d": -0.04441124188594503, "alpha_c_m1d": -0.041186513374936284, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.008603884602892298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06452206121467752, "ret_signed_p1d": 0.06452206121467752, "alpha_spy_p1d": 0.0468880913209242, "alpha_c_p1d": 0.026697391217771704, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.03782466999690581, "ret_p1w": 0.10335337959564583, "ret_signed_p1w": 0.10335337959564583, "alpha_spy_p1w": 0.09403250093965276, "alpha_c_p1w": 0.06742262566411661, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.035930753931529225, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6363, -0.6194, -0.6101, -0.6416, -0.6452, -0.6452, -0.6577, -0.6954, -0.689, -0.7109, -0.6791, -0.6502, -0.6457, -0.6457, -0.634, -0.641, -0.6056, -0.5699, -0.5698, -0.519, -0.523, -0.5497, -0.5356, -0.5349, -0.5389, -0.5437, -0.5055, -0.5291, -0.5001, -0.4595, -0.4938, -0.4625, -0.4462, -0.4005, -0.3658, -0.2898, -0.2879, -0.3233, -0.211, -0.2184, -0.2667, -0.2691, -0.3017, -0.2891, -0.3268, -0.3014, -0.2967, -0.2211, -0.2532, -0.2532, -0.1972, -0.197, -0.1709, -0.144, -0.1104, -0.1332, -0.075, -0.1113, -0.2125, -0.1707, -0.1685, -0.1701, -0.0498, 0.0, 0.0645, 0.0058, -0.0108, 0.1034, 0.1034, 0.1483, -0.0083, -0.0331, 0.1792, 0.0559, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2009231133444116804", "ticker_idx": 0, "ts": "2026-01-08T11:50:06+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if accurate, it would explain both the prolonged buildup to the announcement and the emphasis on \"systemic\" change. A fully islanded, engine-plus-flywheel power architecture would meaningfully compress time-to-power and allow $NBIS to bypass utility interconnection bottlenecks that are increasingly acting as market gatekeepers for AI infrastructure. In a world where bring-your-own-generation is becoming table stakes, this would represent a quiet but structurally important advantage.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: evidence suggests Vineland site may be a fully off-grid ~400MW hyperscale data center, giving NBIS a structural edge bypassing utility interconnection bottlenecks for AI infrastructure.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NBIS - EVIDENCE SUGGESTS VINELAND SITE MAY BE FIRST OF ITS KIND FULLY OFF GRID HYPER SCALE DATA CENTER\n\nEvidence points to the “systemic innovation” teased for months at the Vineland, New Jersey data center being a large-scale, fully off-grid power solution, built as a first-of-its-kind industrial island microgrid, effectively operating as its own behind-the-meter utility and ultimately capable of producing on the order of ~400MW of on-site generation.\n\nThe proposed configuration appears to rely on medium-speed, ship-class natural gas engines paired with kinetic energy storage rather than traditional chemical batteries. In this model, flywheel-based dynamic stabilization absorbs rapid load swings and AI inference spikes, allowing the system to ramp quickly without grid support. If accurate, this design would enable true islanded operation while maintaining the reliability and uptime requirements associated with hyperscale AI workloads.\n\nFor months, the CEO of DataONE has publicly referenced a “systemic innovation” at Vineland tied to power, speed, and efficiency, without providing specifics. Market speculation initially focused on cooling systems, heat recovery, modular construction, water usage, or carbon strategies. While elements of those may exist, power availability remains the gating issue across AI infrastructure, with multi-year utility interconnection timelines and behind-the-meter equipment shortages increasingly dictating deployment schedules.\n\nSeveral alternative theories have already been ruled out. Satellite imagery showing a series of white linear features at the site led to speculation around large fuel cell deployments by $BE, while local job postings hinted at linear generators. Those ideas were later publicly dismissed, with fuel cells described as too expensive and maintenance-heavy and linear generators acknowledged as technically interesting but insufficient at scale.\n\nWhat sharpened the current hypothesis was a subtle public comment from the CEO of E-Finity stating the company was “happy to be part of the team” responding to the systemic innovation post. That comment aligns closely with subsequent press disclosures from Bergen Engines, which announced a contract to supply a 400MW, fully off-grid AI data center on the US East Coast operating in true island mode.\n\nThe project involves a phased deployment beginning with 12 medium-speed lean-burn gas engines and scaling to 36 units at full build-out, each paired with high-efficiency alternators. Critically, the system integrates flywheel-based dynamic power stabilization designed specifically to handle the rapid and frequent transients characteristic of AI workloads. The initial commitment reportedly expanded from ~130MW to ~400MW over the course of 2024, with equipment shipments beginning in late 2025. E-Finity is explicitly named as the EPC and long-term operations partner for the site.\n\nWhen mapped back onto Vineland, the overlap is notable. The scale progression from ~100MW to ~400MW, the presence of a dedicated natural gas feed, the redundancy required to support hyperscale uptime guarantees, and even the satellite-observed site features all line up with a phased engine-based deployment. Taken together, these breadcrumbs suggest that Vineland may be the referenced East Coast project.\n\nNone of this is actually confirmed and huge shoutout to @zen_tropy for the diligence. But if accurate, it would explain both the prolonged buildup to the announcement and the emphasis on “systemic” change. A fully islanded, engine-plus-flywheel power architecture would meaningfully compress time-to-power and allow $NBIS to bypass utility interconnection bottlenecks that are increasingly acting as market gatekeepers for AI infrastructure. In a world where bring-your-own-generation is becoming table stakes, this would represent a quiet but structurally important advantage.\n\nhttps://t.co/9T8jK2BU1S…\n\nhttps://t.co/j6DajDrUfW…\n\nhttps://t.co/E5w6Q2nzav…\n\n---\n\nfull credit again to @zen_tropy below is his original post", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011202507020532604, "ret_signed_m1d": -0.011202507020532604, "alpha_spy_m1d": -0.011304044643648092, "alpha_c_m1d": -0.007882744537963782, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": -0.003319762482568822, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006474791712831163, "ret_signed_p1d": 0.006474791712831163, "alpha_spy_p1d": -0.00013859128405746546, "alpha_c_p1d": 0.0028145876660574665, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.0036602040467736963, "ret_p1w": 0.0676772752100514, "ret_signed_p1w": 0.0676772752100514, "alpha_spy_p1w": 0.06371793083875077, "alpha_c_p1w": 0.07848760124947429, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": -0.01081032603942289, "ret_p1m": -0.11510795710539679, "ret_signed_p1m": -0.11510795710539679, "alpha_spy_p1m": -0.11671778673042654, "alpha_c_p1m": -0.10046714091830178, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": -0.014640816187095007, "ret_p3m": 0.2065775729054098, "ret_signed_p3m": 0.2065775729054098, "alpha_spy_p3m": 0.24789635530111753, "alpha_c_p3m": 0.2517186089229123, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": -0.04514103601750252, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11510795710539679, "alpha_spy_stated": -0.11671778673042654, "alpha_c_stated": -0.10046714091830178, "price_path": [0.3922, 0.3171, 0.2932, 0.2645, 0.1659, 0.1202, 0.0717, 0.0136, 0.0911, 0.2051, 0.2891, 0.2521, 0.2857, 0.2763, 0.3445, 0.2381, 0.1361, 0.2025, 0.1248, 0.1437, 0.13, 0.0506, -0.0302, -0.0891, -0.1414, -0.1163, -0.0695, -0.0229, -0.1301, -0.1443, -0.0555, -0.0865, -0.0268, -0.0268, -0.025, 0.0293, -0.0087, 0.0166, 0.0565, 0.0076, 0.0311, -0.0091, -0.0381, -0.031, -0.0988, -0.1661, -0.168, -0.2246, -0.1974, -0.0806, -0.0418, -0.0747, -0.0634, -0.0634, -0.0998, -0.1157, -0.1247, -0.1397, -0.1397, -0.0755, -0.0459, 0.0302, -0.0112, 0.0, 0.0065, 0.1031, 0.0836, 0.0481, 0.0677, 0.1175, 0.1175, 0.0205, 0.0161, -0.0046, -0.0288, -0.06, 0.0059, 0.0322, -0.0246, -0.1245, -0.0939, -0.0755, -0.1532, -0.2408, -0.1151, -0.0454, -0.0566, -0.0893, -0.0778, 0.0073, 0.0073, 0.0023, 0.0462, 0.106, 0.0064, 0.034, 0.0543, 0.0906, 0.0779, -0.0628, -0.0646, -0.1079, 0.0049, -0.017, -0.0819, -0.0243, -0.0089, 0.151, 0.1104, 0.1608, 0.3345, 0.1956, 0.2185, 0.2489, 0.2088, 0.1732, 0.181, 0.1828, 0.0891, 0.0362, -0.0518, 0.0664, 0.0478, 0.1184, 0.1184, 0.1566, 0.2066, 0.2847, 0.4011, 0.4899, 0.5885, 0.6643, 0.714, 0.6993, 0.615, 0.6358, 0.6089, 0.6047, 0.6144, 0.5124, 0.4898, 0.3927, 0.4511, 0.4207, 0.5878, 0.8132, 0.808, 1.005, 0.899, 0.8196, 0.9126, 0.8408, 1.1302, 1.2729, 1.2604, 1.0541, 1.0322, 0.9714, 1.2603, 1.2073, 1.2073, 1.1383, 1.1415, 1.3262, 1.375, 1.7185, 1.6781, 1.5866, 1.6688, 1.3413, 1.2405, 1.2623, 1.1756, 1.2841, 1.3881, 1.6729, 1.7246, 1.8871, 1.9465, 1.9465, 1.9148, 1.8289, 1.6687, 1.6375, 1.4697, null, null, null, null, null]}
{"unit_id": "quote:2066591159170801991", "ticker_idx": 0, "ts": "2026-06-15T18:38:22+00:00", "symbol": "Sandisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been calling this for the past two years", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses Sandisk $600B fair value / $5k price target by year-end; has held this bullish view for two years.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "Same as SanDisk; relisted as SNDK post WD spin-off", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "I've been calling this for the past two years", "reply_text": null, "parent_text": null, "quoted_text": "Fair value of Sandisk is 600B market cap. Meaning it’s 5k by end of year. People can’t get enough flash.", "parent_author": null, "ret_m1d": -0.06061129549636057, "ret_signed_m1d": -0.06061129549636057, "alpha_spy_m1d": -0.04328289411094455, "alpha_c_m1d": -0.024165187506830388, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05517921145915561, "ret_signed_p1d": -0.05517921145915561, "alpha_spy_p1d": -0.049217648614921505, "alpha_c_p1d": -0.02728411994381963, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.07869112018527202, "ret_signed_p1w": 0.07869112018527202, "alpha_spy_p1w": 0.08998143073650378, "alpha_c_p1w": 0.07561947392880608, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6424, -0.6337, -0.6633, -0.6667, -0.6667, -0.6784, -0.7138, -0.7078, -0.7284, -0.6986, -0.6714, -0.6672, -0.6672, -0.6562, -0.6628, -0.6295, -0.596, -0.5959, -0.5481, -0.5519, -0.577, -0.5638, -0.5631, -0.5668, -0.5714, -0.5355, -0.5576, -0.5304, -0.4923, -0.5245, -0.4951, -0.4798, -0.4369, -0.4042, -0.3328, -0.3311, -0.3643, -0.2588, -0.2658, -0.3111, -0.3134, -0.344, -0.3322, -0.3676, -0.3437, -0.3393, -0.2683, -0.2985, -0.2985, -0.2459, -0.2457, -0.2212, -0.1959, -0.1644, -0.1857, -0.1311, -0.1652, -0.2602, -0.221, -0.2189, -0.2204, -0.1074, -0.0606, 0.0, -0.0552, -0.0707, 0.0365, 0.0365, 0.0787, -0.0684, -0.0918, 0.1078, -0.0081, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028668356958531811", "ticker_idx": 0, "ts": "2026-03-03T03:06:41+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "commentary suggests two parallel dynamics: (1) core InP laser supply remains structurally constrained into 2028, reinforcing the durability of the optical cycle, and (2) OCS is emerging as a potentially material incremental growth vector, with revenue scaling faster than previously modeled", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish LITE on InP supply sold out into 2028 + OCS revenue tripling to ~$400M; positive read-through for AXTI as InP structural bottleneck persists.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$LITE: KEY COMMENTS FROM MORGAN STANLEY CONFERENCE\n\nLumentum participated in the Morgan Stanley TMT conference today, where management reiterated that indium phosphide (InP) capacity remains effectively sold out through 2027 and now likely into 2028. \n\nThe company noted it “cannot make enough” of its InP-based lasers, highlighting a widening supply-demand imbalance despite ongoing industry capacity additions. This commentary reinforces the view that InP remains a structural bottleneck within the optical supply chain, and is a positive read through for $AXTI.\n\nImportantly, management indicated that incremental capacity additions across the industry are not closing the gap fast enough, suggesting continued tightness in laser supply. this supports sustained pricing discipline and strong backlog visibility, with demand signals extending multiple years forward.\n\nOn Optical Circuit Switching (OCS), management characterized the business as a “huge surprise.” \n\nJust three months ago, $LITE discussed a $100M aspirational revenue target for OCS in 4Q; that outlook has since been revised materially higher, with expectations now closer to ~$400M across the final two quarters of the calendar year. This implies a meaningful acceleration in adoption and effectively a tripling of volume and revenue versus prior expectations.\n\nTaken together, the commentary suggests two parallel dynamics: (1) core InP laser supply remains structurally constrained into 2028, reinforcing the durability of the optical cycle, and (2) OCS is emerging as a potentially material incremental growth vector, with revenue scaling faster than previously modeled.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.12790347228808052, "ret_signed_m1d": 0.12790347228808052, "alpha_spy_m1d": 0.1190108394787408, "alpha_c_m1d": 0.1190108394787408, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.008892632809339718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01962761549266223, "ret_signed_p1d": -0.01962761549266223, "alpha_spy_p1d": -0.02668297145095977, "alpha_c_p1d": -0.02668297145095977, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.007055355958297538, "ret_p1w": -0.03229986163090948, "ret_signed_p1w": -0.03229986163090948, "alpha_spy_p1w": -0.02766964617860934, "alpha_c_p1w": -0.02766964617860934, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": 0.1011189500437748, "ret_signed_p1m": 0.1011189500437748, "alpha_spy_p1m": 0.13536791544252413, "alpha_c_p1m": 0.13536791544252413, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.23116805292110132, "ret_signed_p3m": 0.23116805292110132, "alpha_spy_p3m": 0.11620048327914523, "alpha_c_p3m": 0.11620048327914523, "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": [-0.5279, -0.5228, -0.5067, -0.4811, -0.4729, -0.4642, -0.5329, -0.518, -0.5447, -0.5388, -0.5145, -0.4651, -0.4386, -0.4421, -0.4299, -0.4299, -0.4373, -0.4634, -0.4655, -0.4692, -0.4692, -0.444, -0.4858, -0.4277, -0.4342, -0.4985, -0.4939, -0.5106, -0.4797, -0.5225, -0.5057, -0.5331, -0.5331, -0.4862, -0.4781, -0.4895, -0.5116, -0.5213, -0.4662, -0.4456, -0.4507, -0.4357, -0.3903, -0.3734, -0.3296, -0.2736, -0.2051, -0.1689, -0.192, -0.1733, -0.1598, -0.1896, -0.1896, -0.1354, -0.1442, -0.0847, -0.0384, -0.0284, -0.0089, 0.0417, -0.0251, 0.0093, 0.1279, 0.0, -0.0196, -0.0628, -0.1958, -0.0774, -0.0323, -0.0323, -0.1128, -0.1036, -0.1002, -0.0646, 0.0092, 0.1119, 0.0172, 0.0497, 0.1549, 0.1191, -0.0081, 0.012, -0.0571, 0.012, 0.1011, 0.1907, 0.1907, 0.1121, 0.1747, 0.2903, 0.2876, 0.2921, 0.2545, 0.228, 0.1866, 0.2834, 0.2875, 0.289, 0.2052, 0.258, 0.2195, 0.2696, 0.238, 0.1396, 0.236, 0.2994, 0.3679, 0.4057, 0.4322, 0.3598, 0.2853, 0.3015, 0.5165, 0.429, 0.4838, 0.4426, 0.3978, 0.2744, 0.2818, 0.25, 0.3889, 0.3636, 0.3636, 0.3116, 0.2994, 0.2393, 0.2312, 0.3032, 0.482, 0.3507, 0.3609, 0.2437, 0.2894, 0.1834, 0.2287, 0.281, 0.3271, 0.3785, 0.2605, 0.2528, 0.224, 0.224, 0.2873, 0.1922, 0.2133, 0.2413, 0.1765, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028668356958531811", "ticker_idx": 1, "ts": "2026-03-03T03:06:41+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "is a positive read through for $AXTI", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish LITE on InP supply sold out into 2028 + OCS revenue tripling to ~$400M; positive read-through for AXTI as InP structural bottleneck persists.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$LITE: KEY COMMENTS FROM MORGAN STANLEY CONFERENCE\n\nLumentum participated in the Morgan Stanley TMT conference today, where management reiterated that indium phosphide (InP) capacity remains effectively sold out through 2027 and now likely into 2028. \n\nThe company noted it “cannot make enough” of its InP-based lasers, highlighting a widening supply-demand imbalance despite ongoing industry capacity additions. This commentary reinforces the view that InP remains a structural bottleneck within the optical supply chain, and is a positive read through for $AXTI.\n\nImportantly, management indicated that incremental capacity additions across the industry are not closing the gap fast enough, suggesting continued tightness in laser supply. this supports sustained pricing discipline and strong backlog visibility, with demand signals extending multiple years forward.\n\nOn Optical Circuit Switching (OCS), management characterized the business as a “huge surprise.” \n\nJust three months ago, $LITE discussed a $100M aspirational revenue target for OCS in 4Q; that outlook has since been revised materially higher, with expectations now closer to ~$400M across the final two quarters of the calendar year. This implies a meaningful acceleration in adoption and effectively a tripling of volume and revenue versus prior expectations.\n\nTaken together, the commentary suggests two parallel dynamics: (1) core InP laser supply remains structurally constrained into 2028, reinforcing the durability of the optical cycle, and (2) OCS is emerging as a potentially material incremental growth vector, with revenue scaling faster than previously modeled.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10919543957308275, "ret_signed_m1d": 0.10919543957308275, "alpha_spy_m1d": 0.10030280676374304, "alpha_c_m1d": 0.06999425002275861, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.039201189550324145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06297886396374286, "ret_signed_p1d": -0.06297886396374286, "alpha_spy_p1d": -0.0700342199220404, "alpha_c_p1d": -0.08353839087806814, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.020559526914325277, "ret_p1w": 0.06082377915752013, "ret_signed_p1w": 0.06082377915752013, "alpha_spy_p1w": 0.06545399460982027, "alpha_c_p1w": 0.04479046188442726, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": 0.016033317273092873, "ret_p1m": 0.1288314483801376, "ret_signed_p1m": 0.1288314483801376, "alpha_spy_p1m": 0.16308041377888693, "alpha_c_p1m": 0.1265044303578633, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": 0.0023270180222743075, "ret_p3m": 1.47030670039361, "ret_signed_p3m": 1.47030670039361, "alpha_spy_p3m": 1.355339130751654, "alpha_c_p3m": 0.9387514494987863, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.5315552508948238, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.7102, -0.7227, -0.6956, -0.6418, -0.6286, -0.6078, -0.6454, -0.6449, -0.6887, -0.704, -0.6645, -0.6492, -0.6355, -0.6494, -0.6406, -0.6406, -0.6319, -0.6506, -0.6216, -0.6085, -0.6085, -0.5987, -0.6008, -0.517, -0.4227, -0.3815, -0.4495, -0.4674, -0.4849, -0.4708, -0.3841, -0.471, -0.471, -0.4873, -0.5263, -0.5709, -0.5833, -0.5738, -0.5881, -0.597, -0.6078, -0.556, -0.4986, -0.5273, -0.551, -0.5108, -0.4239, -0.335, -0.4169, -0.3582, -0.4064, -0.4195, -0.4195, -0.4442, -0.4363, -0.4298, -0.2893, -0.3192, -0.16, -0.0189, -0.1111, -0.0924, 0.1092, 0.0, -0.063, -0.0709, -0.2249, -0.0766, 0.0608, 0.1341, 0.119, 0.17, 0.1588, 0.0623, 0.1676, 0.391, 0.2989, 0.5431, 0.6389, 0.6128, 0.4011, 0.4519, 0.2627, 0.3645, 0.1288, 0.2653, 0.2653, 0.0055, 0.0886, 0.2735, 0.5115, 0.5369, 0.5912, 0.6116, 0.5069, 0.9583, 0.977, 0.886, 0.7953, 1.0819, 0.8024, 0.8238, 0.6798, 0.6454, 0.7019, 0.897, 1.2989, 1.5383, 1.5754, 1.5103, 1.5963, 1.7864, 2.0127, 1.943, 1.92, 1.7534, 1.9641, 1.5354, 1.7031, 1.505, 1.898, 2.3724, 2.3724, 2.1753, 1.9399, 1.7706, 1.4703, 1.6233, 1.6545, 1.5551, 1.5381, 1.1322, 1.1739, 0.8764, 1.0424, 1.1154, 1.3271, 1.6518, 1.228, 1.2057, 1.0251, 1.0251, 1.2136, 0.8657, 0.6796, 0.6537, 0.6798, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023908163058106750", "ticker_idx": 0, "ts": "2026-02-17T23:51:23+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I too increased my allocation to $MU in Q4 2025", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses increased MU position in Q4 2025, aligning with Tepper's buy.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I too increased my allocation to $MU in Q4 2025", "reply_text": null, "parent_text": null, "quoted_text": "David Tepper bought 1,000,000 shares of $MU in Q4 2025: https://t.co/bY8RxbNhD9", "parent_author": null, "ret_m1d": -0.050291059594435694, "ret_signed_m1d": -0.050291059594435694, "alpha_spy_m1d": -0.04527860333261602, "alpha_c_m1d": -0.0380744114876056, "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": -0.00855213753394457, "ret_signed_p1d": -0.00855213753394457, "alpha_spy_p1d": -0.0059147932103950085, "alpha_c_p1d": -0.002855917304950606, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.0056962202289939645, "ret_p1w": 0.0191233645621689, "ret_signed_p1w": 0.0191233645621689, "alpha_spy_p1w": 0.00912750949683705, "alpha_c_p1w": -0.013866615493219214, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.03298998005538811, "ret_p1m": 0.05539843709316683, "ret_signed_p1m": 0.05539843709316683, "alpha_spy_p1m": 0.09399729181803473, "alpha_c_p1m": 0.09813259025494481, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.04273415316177798, "ret_p3m": 0.6197321738237402, "ret_signed_p3m": 0.6197321738237402, "alpha_spy_p3m": 0.5404984753260733, "alpha_c_p3m": 0.2958684256599362, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.32386374816380403, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05539843709316683, "alpha_spy_stated": 0.09399729181803473, "alpha_c_stated": 0.09813259025494481, "price_path": [-0.5076, -0.4683, -0.4668, -0.4532, -0.4532, -0.4384, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.436, -0.4479, -0.4645, -0.4098, -0.3685, -0.3432, -0.344, -0.3192, -0.3192, -0.3237, -0.3007, -0.3048, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2231, -0.1802, -0.1784, -0.1967, -0.2081, -0.2003, -0.1383, -0.1383, -0.1329, -0.0756, -0.0555, -0.0506, -0.0757, -0.0254, 0.034, 0.0353, -0.0144, 0.04, -0.0036, -0.0987, -0.0904, -0.0624, -0.089, -0.1133, -0.0252, -0.0166, -0.0221, -0.0221, -0.0503, 0.0, -0.0086, 0.0172, 0.0, -0.007, 0.0191, -0.0128, -0.0204, -0.0197, -0.098, -0.0479, -0.0568, -0.1203, -0.0751, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0968, 0.0969, 0.0554, 0.0046, -0.0394, -0.0604, -0.0923, -0.1556, -0.1514, -0.2352, -0.1971, -0.1258, -0.1296, -0.1296, -0.1022, -0.1027, -0.0334, 0.0018, -0.0004, 0.0138, 0.1067, 0.0843, 0.0866, 0.0815, 0.0657, 0.068, 0.1585, 0.1448, 0.1805, 0.2467, 0.1985, 0.2322, 0.2291, 0.2886, 0.37, 0.5215, 0.5842, 0.5368, 0.7749, 0.8902, 0.8218, 0.9099, 0.8442, 0.7222, 0.6197, 0.6606, 0.7396, 0.8112, 0.7848, 0.7848, 1.1291, 1.2064, 1.1948, 1.3077, 1.4609, 1.5289, 1.5657, 1.3671, 1.0534, 1.256, 1.2242, 1.1196, 1.3668, 1.3329, 1.5857, 1.4259, 1.4792, 1.695, 1.695, 1.8789, 1.4996, 1.4919, 1.8841, 1.6911, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065372240791687180", "ticker_idx": 0, "ts": "2026-06-12T09:54:49+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS is going to $1000. All aboard.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bold $1000 target on NBIS following Nasdaq 100 inclusion.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS is going to $1000. All aboard.", "reply_text": null, "parent_text": null, "quoted_text": "Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100!\n\nFun to see both Astera, Rocketlab and Weebius grow up from being small companies…\n\nInto the largest ones on Nasdaq https://t.co/ntqBmkri6T", "parent_author": null, "ret_m1d": -0.043553086118974016, "ret_signed_m1d": -0.043553086118974016, "alpha_spy_m1d": -0.038173930027090464, "alpha_c_m1d": -0.04776267001321177, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": 0.004209583894237756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11925463350438936, "ret_signed_p1d": 0.11925463350438936, "alpha_spy_p1d": 0.10162066361063604, "alpha_c_p1d": 0.11441810634122107, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.0048365271631682916, "ret_p1w": 0.23381822038364342, "ret_signed_p1w": 0.23381822038364342, "alpha_spy_p1w": 0.22449734172765035, "alpha_c_p1w": 0.2535227095673819, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": -0.01970448918373846, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4994, -0.4898, -0.477, -0.4938, -0.5087, -0.5055, -0.5047, -0.5439, -0.5661, -0.6029, -0.5535, -0.5612, -0.5317, -0.5317, -0.5157, -0.4947, -0.462, -0.4133, -0.3761, -0.3348, -0.3031, -0.2823, -0.2884, -0.3237, -0.315, -0.3263, -0.328, -0.324, -0.3667, -0.3761, -0.4168, -0.3924, -0.4051, -0.3351, -0.2407, -0.2429, -0.1604, -0.2048, -0.238, -0.1991, -0.2292, -0.108, -0.0482, -0.0535, -0.1399, -0.149, -0.1745, -0.0535, -0.0757, -0.0757, -0.1046, -0.1032, -0.0259, -0.0055, 0.1384, 0.1214, 0.0831, 0.1175, -0.0196, -0.0618, -0.0527, -0.089, -0.0436, 0.0, 0.1193, 0.1409, 0.2089, 0.2338, 0.2338, 0.2206, 0.1846, 0.1175, 0.1045, 0.0342, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2069356952140845061", "ticker_idx": 0, "ts": "2026-06-23T09:48:38+00:00", "symbol": "memory", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "memory capex going to take 48% of all spend and you're not adding on days like today???", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish memory sector; urges buying dips given memory's 48% capex share of all spend.", "resolved_tickers": ["MU", "000660.KS", "005930.KS", "SNDK", "285A.T"], "resolution_method": "basket", "resolution_reason": "Global memory sector basket across US, Korea, Japan", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "memory capex going to take 48% of all spend and you’re not adding on days like today??? https://t.co/tHPebfA6DS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.038533508506809123, "ret_signed_m1d": 0.038533508506809123, "alpha_spy_m1d": 0.023797559725818963, "alpha_c_m1d": -0.03679803440957543, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.07533154291638455, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.052075023216106756, "ret_signed_p1d": 0.052075023216106756, "alpha_spy_p1d": 0.05253854027974987, "alpha_c_p1d": 0.0571067810237353, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.005031757807628545, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6504, -0.6559, -0.6795, -0.6441, -0.6458, -0.6355, -0.6286, -0.6187, -0.5937, -0.5873, -0.5686, -0.5682, -0.5408, -0.5346, -0.5333, -0.5405, -0.5387, -0.5289, -0.5262, -0.5058, -0.5165, -0.4976, -0.4831, -0.4921, -0.4842, -0.4836, -0.4503, -0.4368, -0.3779, -0.3501, -0.358, -0.2884, -0.2876, -0.2796, -0.2708, -0.3178, -0.3022, -0.3321, -0.3201, -0.2754, -0.254, -0.2452, -0.2394, -0.1854, -0.1784, -0.1506, -0.1007, -0.0642, -0.0622, -0.06, -0.1112, -0.2021, -0.1288, -0.1679, -0.164, -0.0899, -0.0426, 0.0096, 0.0004, 0.0252, 0.0918, 0.1036, 0.0385, 0.0, 0.0521, 0.0713, 0.0707, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2025716411167813687", "ticker_idx": 0, "ts": "2026-02-22T23:36:43+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author quotes a Lambda API NVDA demand check and simply says bullish on NVDA.", "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": "Bullish", "reply_text": null, "parent_text": null, "quoted_text": "NVDA demand check @LambdaAPI https://t.co/EoXLMoEAy0", "parent_author": null, "ret_m1d": -0.009031570818899715, "ret_signed_m1d": -0.009031570818899715, "alpha_spy_m1d": -0.019348284598385446, "alpha_c_m1d": -0.01423888013651764, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006786738276500337, "ret_signed_p1d": 0.006786738276500337, "alpha_spy_p1d": -0.00048173699369802314, "alpha_c_p1d": -0.008423489162533215, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.0473506055010281, "ret_signed_p1w": -0.0473506055010281, "alpha_spy_p1w": -0.053197648489373583, "alpha_c_p1w": -0.03163177640389836, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.08530690663654839, "ret_signed_p1m": -0.08530690663654839, "alpha_spy_p1m": -0.045115567176705285, "alpha_c_p1m": -0.041008300919100016, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.14602904468441813, "ret_signed_p3m": 0.14602904468441813, "alpha_spy_p3m": 0.054646810591749695, "alpha_c_p3m": -0.22938269278636003, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08530690663654839, "alpha_spy_stated": -0.045115567176705285, "alpha_c_stated": -0.041008300919100016, "price_path": [-0.059, -0.059, -0.076, -0.0608, -0.0527, -0.0625, -0.0427, -0.0477, -0.0313, -0.0344, -0.0406, -0.0554, -0.0863, -0.0797, -0.0722, -0.1076, -0.0909, -0.0551, -0.041, -0.0122, -0.0153, -0.0153, -0.0053, -0.0174, -0.0209, -0.0264, -0.0264, -0.0141, -0.0179, -0.0225, -0.0127, -0.034, -0.0349, -0.0345, -0.03, -0.0439, -0.0235, -0.0278, -0.0278, -0.0704, -0.043, -0.035, -0.0203, -0.0265, -0.0158, -0.0002, 0.005, -0.0022, -0.031, -0.0585, -0.0906, -0.1027, -0.0321, -0.0079, -0.0157, -0.0078, -0.0241, -0.0456, -0.0456, -0.0344, -0.0186, -0.0191, -0.009, 0.0, 0.0068, 0.0209, -0.0348, -0.075, -0.0474, -0.06, -0.0444, -0.0429, -0.0717, -0.0465, -0.0354, -0.0288, -0.0439, -0.0589, -0.0434, -0.0502, -0.0582, -0.0678, -0.0984, -0.083, -0.0853, -0.0671, -0.106, -0.1254, -0.1377, -0.0895, -0.0824, -0.0739, -0.0739, -0.0726, -0.0702, -0.0494, -0.0398, -0.0152, -0.0116, 0.0259, 0.0383, 0.0356, 0.0529, 0.0549, 0.0435, 0.0572, 0.0423, 0.0873, 0.1309, 0.1129, 0.0925, 0.0419, 0.0361, 0.0362, 0.0259, 0.085, 0.1042, 0.1235, 0.1457, 0.1527, 0.179, 0.2308, 0.1764, 0.1607, 0.1518, 0.1667, 0.146, 0.1242, 0.1242, 0.1218, 0.11, 0.1186, 0.1023, 0.1714, 0.1633, 0.1212, 0.1429, 0.072, 0.0905, 0.0882, 0.0476, 0.0708, 0.0725, 0.1105, 0.0841, 0.0697, 0.1013, 0.1013, 0.0906, 0.0456, 0.0402, 0.0231, 0.0063, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028670128125100113", "ticker_idx": 0, "ts": "2026-03-03T03:13:44+00:00", "symbol": "Brent Crude", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still expects Brent/WTI to ease toward $60/$56 by 4Q26, assuming no sustained supply disruption", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS base case: Brent/WTI ease to $60/$56 by 4Q26; TTF faces convex upside risk in Hormuz disruption; Henry Hub limited upside.", "resolved_tickers": ["BZ=F"], "resolution_method": "exchange_ticker", "resolution_reason": "Brent crude futures proxy via BZ=F on Yahoo Finance", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "GS: OIL PRICING A ONE-MONTH HORMUZ SHOCK; LNG COULD SPIKE TOWARD CRISIS LEVELS IN ESCALATION SCENARIO\n\nGoldman Sachs estimates crude is embedding an ~$18/bbl geopolitical risk premium, consistent with the market pricing roughly a one-month full halt in Strait of Hormuz flows (partially offset by spare pipeline capacity). In fair-value terms, a one-month full closure could lift oil by $10–15/bbl depending on offsets, with smaller moves under partial disruption scenarios.\n\nFor Iran-specific supply losses, GS estimates that a sustained 1mb/d disruption for 12 months would raise oil fair value by ~$8/bbl. However, the bank has not changed its base case and still expects Brent/WTI to ease toward $60/$56 by 4Q26, assuming no sustained supply disruption. History suggests geopolitical spikes can overshoot fair value but retrace if physical flows remain intact.\n\nIn natural gas, GS sees more asymmetric upside risk. A one-month full halt of LNG flows through Hormuz could push TTF toward 62–74 EUR/MWh, levels that previously triggered significant demand destruction in Europe. A disruption lasting more than two months could drive prices above 100 EUR/MWh.\n\nBy contrast, GS expects limited upside to U.S. Henry Hub given comfortable domestic balances and constrained LNG export capacity. Bottom line: oil is already pricing a high-percentile geopolitical premium, but gas markets—particularly Europe and Asia—face the larger convex risk in a prolonged disruption scenario.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04496318910934882, "ret_signed_m1d": 0.04496318910934882, "alpha_spy_m1d": 0.05385582191868854, "alpha_c_m1d": 0.05385582191868854, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.008892632809339718, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": -0.0, "alpha_spy_p1d": 0.007055355958297538, "alpha_c_p1d": 0.007055355958297538, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.007055355958297538, "ret_p1w": 0.07862409589567632, "ret_signed_p1w": -0.07862409589567632, "alpha_spy_p1w": -0.08325431134797645, "alpha_c_p1w": -0.08325431134797645, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": 0.24275186444496955, "ret_signed_p1m": -0.24275186444496955, "alpha_spy_p1m": -0.2770008298437189, "alpha_c_p1m": -0.2770008298437189, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.13083539712825476, "ret_signed_p3m": -0.13083539712825476, "alpha_spy_p3m": -0.01586782748629867, "alpha_c_p3m": -0.01586782748629867, "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": 63, "stated_label": "p3m", "ret_signed_stated": -0.13083539712825476, "alpha_spy_stated": -0.01586782748629867, "alpha_c_stated": -0.01586782748629867, "price_path": [-0.2229, -0.2168, -0.2323, -0.2391, -0.2357, -0.2472, -0.2491, -0.256, -0.2762, -0.2668, -0.2651, -0.2571, -0.2375, -0.2337, -0.2354, -0.2354, -0.255, -0.2391, -0.2393, -0.2525, -0.2525, -0.2537, -0.2413, -0.2543, -0.2634, -0.2385, -0.2219, -0.2154, -0.1957, -0.1828, -0.2167, -0.2122, -0.2122, -0.2025, -0.1985, -0.213, -0.1907, -0.1942, -0.1699, -0.1597, -0.1313, -0.1316, -0.1855, -0.1729, -0.1467, -0.1701, -0.164, -0.1518, -0.1548, -0.1474, -0.1705, -0.1677, -0.1677, -0.1717, -0.1357, -0.1197, -0.1184, -0.1217, -0.1306, -0.1296, -0.1308, -0.1096, -0.045, 0.0, 0.0, 0.0493, 0.1387, 0.2157, 0.0786, 0.13, 0.2342, 0.2671, 0.2311, 0.2705, 0.3192, 0.3348, 0.3783, 0.2278, 0.2837, 0.2558, 0.3269, 0.3829, 0.3855, 0.4539, 0.2428, 0.3394, 0.3394, 0.3485, 0.3424, 0.164, 0.1784, 0.1695, 0.2206, 0.1645, 0.1662, 0.221, 0.1103, 0.173, 0.2098, 0.252, 0.2908, 0.294, 0.3296, 0.3668, 0.45, 0.4006, 0.3289, 0.4059, 0.3498, 0.2441, 0.2292, 0.2443, 0.2802, 0.324, 0.2977, 0.2988, 0.3423, 0.3771, 0.3671, 0.2902, 0.2602, 0.272, 0.272, 0.2233, 0.1584, 0.1512, 0.1308, 0.1668, 0.1794, 0.2016, 0.1674, 0.1436, 0.1579, 0.1235, 0.1437, 0.1103, 0.0729, 0.0217, -0.03, -0.0227, -0.019, -0.019, -0.043, -0.0531, -0.0941, -0.0754, -0.1081, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028670128125100113", "ticker_idx": 1, "ts": "2026-03-03T03:13:44+00:00", "symbol": "WTI Crude", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still expects Brent/WTI to ease toward $60/$56 by 4Q26, assuming no sustained supply disruption", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS base case: Brent/WTI ease to $60/$56 by 4Q26; TTF faces convex upside risk in Hormuz disruption; Henry Hub limited upside.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "USO is standard US-listed WTI crude oil proxy ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "GS: OIL PRICING A ONE-MONTH HORMUZ SHOCK; LNG COULD SPIKE TOWARD CRISIS LEVELS IN ESCALATION SCENARIO\n\nGoldman Sachs estimates crude is embedding an ~$18/bbl geopolitical risk premium, consistent with the market pricing roughly a one-month full halt in Strait of Hormuz flows (partially offset by spare pipeline capacity). In fair-value terms, a one-month full closure could lift oil by $10–15/bbl depending on offsets, with smaller moves under partial disruption scenarios.\n\nFor Iran-specific supply losses, GS estimates that a sustained 1mb/d disruption for 12 months would raise oil fair value by ~$8/bbl. However, the bank has not changed its base case and still expects Brent/WTI to ease toward $60/$56 by 4Q26, assuming no sustained supply disruption. History suggests geopolitical spikes can overshoot fair value but retrace if physical flows remain intact.\n\nIn natural gas, GS sees more asymmetric upside risk. A one-month full halt of LNG flows through Hormuz could push TTF toward 62–74 EUR/MWh, levels that previously triggered significant demand destruction in Europe. A disruption lasting more than two months could drive prices above 100 EUR/MWh.\n\nBy contrast, GS expects limited upside to U.S. Henry Hub given comfortable domestic balances and constrained LNG export capacity. Bottom line: oil is already pricing a high-percentile geopolitical premium, but gas markets—particularly Europe and Asia—face the larger convex risk in a prolonged disruption scenario.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03337022847753646, "ret_signed_m1d": 0.03337022847753646, "alpha_spy_m1d": 0.042262861286876174, "alpha_c_m1d": 0.042262861286876174, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.008892632809339718, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015077612598279222, "ret_signed_p1d": -0.015077612598279222, "alpha_spy_p1d": -0.008022256639981684, "alpha_c_p1d": -0.008022256639981684, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.007055355958297538, "ret_p1w": 0.17361423716117486, "ret_signed_p1w": -0.17361423716117486, "alpha_spy_p1w": -0.178244452613475, "alpha_c_p1w": -0.178244452613475, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": 0.3757206267877693, "ret_signed_p1m": -0.3757206267877693, "alpha_spy_p1m": -0.4099695921865186, "alpha_c_p1m": -0.4099695921865186, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.4311530011687692, "ret_signed_p3m": -0.4311530011687692, "alpha_spy_p3m": -0.3161854315268131, "alpha_c_p3m": -0.3161854315268131, "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": 63, "stated_label": "p3m", "ret_signed_stated": -0.4311530011687692, "alpha_spy_stated": -0.3161854315268131, "alpha_c_stated": -0.3161854315268131, "price_path": [-0.2085, -0.2027, -0.2185, -0.2255, -0.218, -0.2323, -0.2371, -0.2473, -0.2664, -0.2463, -0.2551, -0.2458, -0.2269, -0.2206, -0.2217, -0.2217, -0.2408, -0.2283, -0.2268, -0.2333, -0.2333, -0.2355, -0.2215, -0.2405, -0.2484, -0.218, -0.2153, -0.2057, -0.1854, -0.195, -0.2114, -0.2057, -0.2057, -0.2033, -0.1869, -0.2038, -0.1802, -0.1854, -0.1612, -0.1506, -0.1226, -0.1184, -0.1649, -0.1411, -0.1366, -0.1498, -0.1465, -0.135, -0.1349, -0.1254, -0.1532, -0.155, -0.155, -0.1604, -0.1197, -0.0999, -0.1037, -0.1031, -0.1047, -0.1161, -0.1156, -0.0915, -0.0334, 0.0, 0.0151, 0.0677, 0.2059, 0.1567, 0.1736, 0.1979, 0.3125, 0.3292, 0.2753, 0.3175, 0.3489, 0.3011, 0.3462, 0.2257, 0.2698, 0.2571, 0.3, 0.3769, 0.4394, 0.4108, 0.3757, 0.529, 0.529, 0.5404, 0.5308, 0.3812, 0.4075, 0.3838, 0.4243, 0.3731, 0.3591, 0.3951, 0.2865, 0.345, 0.4218, 0.4346, 0.4936, 0.4678, 0.4936, 0.5477, 0.67, 0.6307, 0.5831, 0.6365, 0.5983, 0.485, 0.4963, 0.481, 0.5373, 0.5998, 0.5747, 0.5854, 0.6433, 0.6551, 0.6958, 0.5994, 0.5803, 0.5623, 0.5623, 0.5188, 0.4527, 0.4499, 0.4312, 0.5022, 0.5218, 0.5616, 0.516, 0.4747, 0.4983, 0.4557, 0.4889, 0.4283, 0.3906, 0.3438, 0.2802, 0.2664, 0.2735, 0.2735, 0.2493, 0.2335, 0.1784, 0.2119, 0.1694, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066194025443385421", "ticker_idx": 0, "ts": "2026-06-14T16:20:18+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": "just buy memory stocks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy all major memory stocks (Samsung, SK Hynix, Kioxia, Micron, SanDisk) as they combine cheapest value with highest growth.", "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": "self_thread", "lang": "en", "tweet_text": "Right now, the cheapest value stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nRight now, the highest growth stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nDon’t overthink this. Be smart and do this:\n\n---\n\njust buy memory stocks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04302670623145399, "ret_signed_m1d": -0.04302670623145399, "alpha_spy_m1d": -0.025698304846037967, "alpha_c_m1d": -0.006580598241923807, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017804154302670572, "ret_signed_p1d": 0.017804154302670572, "alpha_spy_p1d": 0.023765717146904675, "alpha_c_p1d": 0.04569924581800655, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.04896142433234418, "ret_signed_p1w": 0.04896142433234418, "alpha_spy_p1w": 0.060251734883575936, "alpha_c_p1w": 0.04588977807587824, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3826, -0.4063, -0.4095, -0.4483, -0.4383, -0.4403, -0.4667, -0.4667, -0.4769, -0.5039, -0.4372, -0.4706, -0.4475, -0.427, -0.4169, -0.3754, -0.3947, -0.3887, -0.4036, -0.3872, -0.3739, -0.3546, -0.3591, -0.3635, -0.3501, -0.3546, -0.3338, -0.3487, -0.3338, -0.3412, -0.3294, -0.3457, -0.3457, -0.3101, -0.3101, -0.2107, -0.1944, -0.2033, -0.1528, -0.1721, -0.1573, -0.1217, -0.1973, -0.1662, -0.1825, -0.181, -0.1113, -0.132, -0.132, -0.1128, -0.089, -0.1113, -0.0593, 0.0356, 0.0697, 0.0697, 0.043, -0.0237, -0.1231, -0.0445, -0.1024, -0.1128, -0.043, 0.0, 0.0178, 0.0282, 0.0757, 0.0504, 0.049, -0.0801, 0.0104, 0.0638, 0.0074, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066194025443385421", "ticker_idx": 1, "ts": "2026-06-14T16:20:18+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": "just buy memory stocks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy all major memory stocks (Samsung, SK Hynix, Kioxia, Micron, SanDisk) as they combine cheapest value with highest 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": "self_thread", "lang": "en", "tweet_text": "Right now, the cheapest value stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nRight now, the highest growth stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nDon’t overthink this. Be smart and do this:\n\n---\n\njust buy memory stocks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06031468531468531, "ret_signed_m1d": -0.06031468531468531, "alpha_spy_m1d": -0.04298628392926929, "alpha_c_m1d": -0.018373788023340998, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04108391608391604, "ret_signed_p1d": 0.04108391608391604, "alpha_spy_p1d": 0.04704547892815014, "alpha_c_p1d": 0.08914445813196203, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.27578671328671334, "ret_signed_p1w": 0.27578671328671334, "alpha_spy_p1w": 0.2870770238379451, "alpha_c_p1w": 0.2420824969655102, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 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": "thread:2066194025443385421", "ticker_idx": 2, "ts": "2026-06-14T16:20:18+00:00", "symbol": "Kioxia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "just buy memory stocks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy all major memory stocks (Samsung, SK Hynix, Kioxia, Micron, SanDisk) as they combine cheapest value with highest growth.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia listed on TSE as 285A.T per Bernstein target context", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Right now, the cheapest value stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nRight now, the highest growth stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nDon’t overthink this. Be smart and do this:\n\n---\n\njust buy memory stocks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10680893191068086, "ret_signed_m1d": -0.10680893191068086, "alpha_spy_m1d": -0.08948053052526483, "alpha_c_m1d": -0.06486803461933655, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.041909580904190946, "ret_signed_p1d": 0.041909580904190946, "alpha_spy_p1d": 0.04787114374842505, "alpha_c_p1d": 0.08997012295223694, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.1956880431195689, "ret_signed_p1w": 0.1956880431195689, "alpha_spy_p1w": 0.20697835367080064, "alpha_c_p1w": 0.16198382679836576, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7427, -0.754, -0.754, -0.7639, -0.7679, -0.7531, -0.7672, -0.777, -0.7798, -0.7901, -0.7602, -0.768, -0.7597, -0.7492, -0.744, -0.6964, -0.6953, -0.6685, -0.656, -0.615, -0.6435, -0.6274, -0.6642, -0.6644, -0.6399, -0.6172, -0.6108, -0.6196, -0.6098, -0.6005, -0.6005, -0.5868, -0.5995, -0.5995, -0.5995, -0.5995, -0.5225, -0.5106, -0.4947, -0.4929, -0.4445, -0.4669, -0.5111, -0.4341, -0.4525, -0.4358, -0.3913, -0.3686, -0.2801, -0.3129, -0.334, -0.3259, -0.2757, -0.2025, -0.1471, -0.1411, -0.1539, -0.1405, -0.2093, -0.1591, -0.2245, -0.1702, -0.1068, 0.0, 0.0419, 0.056, 0.0659, 0.1946, 0.1957, 0.0152, 0.0175, 0.1423, 0.014, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066194025443385421", "ticker_idx": 3, "ts": "2026-06-14T16:20:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "just buy memory stocks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy all major memory stocks (Samsung, SK Hynix, Kioxia, Micron, SanDisk) as they combine cheapest value with highest 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": "self_thread", "lang": "en", "tweet_text": "Right now, the cheapest value stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nRight now, the highest growth stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nDon’t overthink this. Be smart and do this:\n\n---\n\njust buy memory stocks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0363, 0.1154, 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]}
{"unit_id": "thread:2066194025443385421", "ticker_idx": 4, "ts": "2026-06-14T16:20:18+00:00", "symbol": "SanDisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "just buy memory stocks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy all major memory stocks (Samsung, SK Hynix, Kioxia, Micron, SanDisk) as they combine cheapest value with highest growth.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk relisted as SNDK after WD spin-off; verify ticker status", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Right now, the cheapest value stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nRight now, the highest growth stocks are:\n\n&gt; Samsung\n&gt; SK Hynix\n&gt; Kioxia\n&gt; Micron\n&gt; SanDisk\n\nDon’t overthink this. Be smart and do this:\n\n---\n\njust buy memory stocks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06061129549636057, "ret_signed_m1d": -0.06061129549636057, "alpha_spy_m1d": -0.04328289411094455, "alpha_c_m1d": -0.024165187506830388, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05517921145915561, "ret_signed_p1d": -0.05517921145915561, "alpha_spy_p1d": -0.049217648614921505, "alpha_c_p1d": -0.02728411994381963, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.07869112018527202, "ret_signed_p1w": 0.07869112018527202, "alpha_spy_p1w": 0.08998143073650378, "alpha_c_p1w": 0.07561947392880608, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6424, -0.6337, -0.6633, -0.6667, -0.6667, -0.6784, -0.7138, -0.7078, -0.7284, -0.6986, -0.6714, -0.6672, -0.6672, -0.6562, -0.6628, -0.6295, -0.596, -0.5959, -0.5481, -0.5519, -0.577, -0.5638, -0.5631, -0.5668, -0.5714, -0.5355, -0.5576, -0.5304, -0.4923, -0.5245, -0.4951, -0.4798, -0.4369, -0.4042, -0.3328, -0.3311, -0.3643, -0.2588, -0.2658, -0.3111, -0.3134, -0.344, -0.3322, -0.3676, -0.3437, -0.3393, -0.2683, -0.2985, -0.2985, -0.2459, -0.2457, -0.2212, -0.1959, -0.1644, -0.1857, -0.1311, -0.1652, -0.2602, -0.221, -0.2189, -0.2204, -0.1074, -0.0606, 0.0, -0.0552, -0.0707, 0.0365, 0.0365, 0.0787, -0.0684, -0.0918, 0.1078, -0.0081, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065494322502418725", "ticker_idx": 0, "ts": "2026-06-12T17:59:56+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "dw papa is long", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a long position in AXTI.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KaneCapz dw papa is long", "reply_text": null, "parent_text": "@RJCcapital Scope AXTI brother", "quoted_text": null, "parent_author": "KaneCapz", "ret_m1d": -0.09096525971933278, "ret_signed_m1d": -0.09096525971933278, "alpha_spy_m1d": -0.08558610362744923, "alpha_c_m1d": -0.07401253794191376, "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": 0.13953485816022937, "ret_signed_p1d": 0.13953485816022937, "alpha_spy_p1d": 0.12190088826647605, "alpha_c_p1d": 0.0957579166617688, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.043776941498460564, "ret_p1w": -0.12975921558707748, "ret_signed_p1w": -0.12975921558707748, "alpha_spy_p1w": -0.13908009424307055, "alpha_c_p1w": -0.19415043678733257, "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": [-0.5435, -0.4983, -0.4022, -0.4419, -0.3369, -0.2957, -0.307, -0.3979, -0.3761, -0.4574, -0.4137, -0.5149, -0.4563, -0.4563, -0.5679, -0.5322, -0.4528, -0.3505, -0.3396, -0.3162, -0.3075, -0.3524, -0.1585, -0.1504, -0.1895, -0.2285, -0.1054, -0.2255, -0.2163, -0.2781, -0.293, -0.2687, -0.1848, -0.0121, 0.0908, 0.1067, 0.0787, 0.1157, 0.1974, 0.2946, 0.2647, 0.2548, 0.1832, 0.2737, 0.0895, 0.1616, 0.0765, 0.2453, 0.4492, 0.4492, 0.3645, 0.2633, 0.1906, 0.0615, 0.1273, 0.1407, 0.098, 0.0907, -0.0838, -0.0659, -0.1937, -0.1224, -0.091, 0.0, 0.1395, -0.0426, -0.0522, -0.1298, -0.1298, -0.0488, -0.1983, -0.2782, -0.2894, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2003825420316340711", "ticker_idx": 0, "ts": "2025-12-24T13:49:44+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sell now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sell HIMS now.", "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": "@Ze1ooooo Sell now", "reply_text": null, "parent_text": "Community member maxxing $HIMS https://t.co/C9hLQShSAi", "quoted_text": null, "parent_author": "Ze1ooooo", "ret_m1d": 0.0037496704638328993, "ret_signed_m1d": -0.0037496704638328993, "alpha_spy_m1d": -0.007255014202159349, "alpha_c_m1d": -0.007255014202159349, "bench_spy_m1d": -0.0035053437383264496, "bench_c_m1d": -0.0035053437383264496, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": -0.0634553523055208, "ret_signed_p1w": 0.0634553523055208, "alpha_spy_p1w": 0.05120122519432668, "alpha_c_p1w": 0.05120122519432668, "bench_spy_p1w": -0.012254127111194113, "bench_c_p1w": -0.012254127111194113, "ret_p1m": -0.1196999691479328, "ret_signed_p1m": 0.1196999691479328, "alpha_spy_p1m": 0.11767213135042631, "alpha_c_p1m": 0.11767213135042631, "bench_spy_p1m": -0.002027837797506482, "bench_c_p1m": -0.002027837797506482, "ret_p3m": -0.35217766741647605, "ret_signed_p3m": 0.35217766741647605, "alpha_spy_p3m": 0.30407349044923293, "alpha_c_p3m": 0.30407349044923293, "bench_spy_p3m": -0.04810417696724312, "bench_c_p3m": -0.04810417696724312, "ret_p6m": 0.023074793597029686, "ret_signed_p6m": -0.023074793597029686, "alpha_spy_p6m": 0.06430949739698333, "alpha_c_p6m": 0.06430949739698333, "bench_spy_p6m": 0.08738429099401301, "bench_c_p6m": 0.08738429099401301, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1196999691479328, "alpha_spy_stated": 0.11767213135042631, "alpha_c_stated": 0.11767213135042631, "price_path": [0.6845, 0.7052, 0.636, 0.6242, 0.6692, 0.5154, 0.5795, 0.6721, 0.6778, 0.6801, 0.5561, 0.5786, 0.5581, 0.8102, 0.7061, 0.4358, 0.4814, 0.4237, 0.3689, 0.3986, 0.407, 0.3911, 0.3591, 0.345, 0.2708, 0.3112, 0.2804, 0.2342, 0.2613, 0.1976, 0.1834, 0.184, 0.1465, 0.1255, 0.0398, 0.0666, 0.0262, 0.0459, 0.0335, -0.0303, 0.0012, 0.0897, 0.0698, 0.1076, 0.1076, 0.1468, 0.0819, 0.0473, 0.0692, 0.1543, 0.1307, 0.1284, 0.1485, 0.0926, 0.0894, 0.0733, 0.0456, 0.0632, 0.0087, 0.0029, 0.0257, 0.011, 0.0037, 0.0, 0.0, -0.0104, -0.0164, -0.047, -0.0635, -0.0635, -0.0363, 0.0012, 0.0228, 0.0228, -0.0231, -0.086, -0.0672, -0.0712, -0.0966, -0.0992, -0.0949, -0.0949, -0.1211, -0.1667, -0.1197, -0.1457, -0.1266, -0.1439, -0.1731, -0.1384, -0.2186, -0.2374, -0.2633, -0.2962, -0.3228, -0.336, -0.4425, -0.5027, -0.5186, -0.5443, -0.5299, -0.5299, -0.5307, -0.5431, -0.5437, -0.5492, -0.5526, -0.5541, -0.5437, -0.55, -0.5812, -0.5247, -0.5437, -0.5255, -0.542, -0.546, -0.3608, -0.323, -0.2535, -0.3124, -0.2855, -0.2824, -0.2795, -0.3323, -0.3031, -0.3649, -0.3522, -0.3845, -0.3989, -0.3983, -0.441, -0.4583, -0.4012, -0.4277, -0.4479, -0.4479, -0.4136, -0.4376, -0.4407, -0.4303, -0.4396, -0.39, -0.3839, -0.2994, -0.2215, -0.1687, -0.1056, -0.1416, -0.1633, -0.1881, -0.1185, -0.1523, -0.195, -0.2406, -0.2163, -0.2094, -0.2134, -0.2406, -0.2247, -0.2602, -0.1846, -0.1595, -0.2781, -0.3037, -0.3008, -0.2775, -0.3571, -0.3528, -0.3354, -0.3075, -0.315, -0.315, -0.3121, -0.2731, -0.268, -0.2457, -0.1993, -0.2065, -0.2065, -0.1921, -0.2446, -0.2163, -0.1641, -0.1987, -0.1673, -0.2264, -0.1298, -0.0923, -0.0802, 0.0231]}
{"unit_id": "orig:2067604898472976822", "ticker_idx": 0, "ts": "2026-06-18T13:46:36+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "micron still at 6x 2027 pe and when they beat and raise next week it will be 4x just buy it", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long MU: trades at 6x 2027 PE, expected to beat-and-raise next week dropping it to 4x; decisive buy call.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "micron still at 6x 2027 pe and when they beat and raise next week it will be 4x just buy it", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08007129658116141, "ret_signed_m1d": -0.08007129658116141, "alpha_spy_m1d": -0.06978128926747007, "alpha_c_m1d": -0.025652259916965625, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.07016822815422685, "ret_signed_p1w": 0.07016822815422685, "alpha_spy_p1w": 0.08682730976776387, "alpha_c_p1w": 0.10502304998518164, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.034854821830954785, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6436, -0.6514, -0.6632, -0.6867, -0.6851, -0.7162, -0.7021, -0.6756, -0.677, -0.677, -0.6669, -0.667, -0.6413, -0.6283, -0.6291, -0.6238, -0.5894, -0.5977, -0.5968, -0.5987, -0.6046, -0.6037, -0.5701, -0.5752, -0.562, -0.5374, -0.5553, -0.5428, -0.5439, -0.5219, -0.4917, -0.4354, -0.4122, -0.4298, -0.3414, -0.2986, -0.324, -0.2913, -0.3157, -0.361, -0.399, -0.3838, -0.3545, -0.3279, -0.3377, -0.3377, -0.21, -0.1813, -0.1856, -0.1437, -0.0869, -0.0616, -0.048, -0.1217, -0.2381, -0.1629, -0.1747, -0.2135, -0.1218, -0.1344, -0.0406, -0.0999, -0.0801, 0.0, 0.0, 0.0682, -0.0725, -0.0754, 0.0702, -0.0015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2013674360087720301", "ticker_idx": 0, "ts": "2026-01-20T18:05:54+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Goldman Sachs raises PT to $30", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Goldman Sachs raises FLNC price target to $30; author shares/endorses the bullish call.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC - Goldman Sachs raises PT to $30", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.061544479840760724, "ret_signed_m1d": 0.061544479840760724, "alpha_spy_m1d": 0.04076466938350842, "alpha_c_m1d": 0.04076466938350842, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.0207798104572523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03253625700741258, "ret_signed_p1d": 0.03253625700741258, "alpha_spy_p1d": 0.020995147725751284, "alpha_c_p1d": 0.020995147725751284, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.0115411092816613, "ret_p1w": 0.11485692978781326, "ret_signed_p1w": 0.11485692978781326, "alpha_spy_p1w": 0.08842465083212225, "alpha_c_p1w": 0.08842465083212225, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.026432278955691002, "ret_p1m": -0.3167385280756707, "ret_signed_p1m": -0.3167385280756707, "alpha_spy_p1m": -0.3295930740208697, "alpha_c_p1m": -0.3295930740208697, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.01285454594519897, "ret_p3m": -0.46942376613199344, "ret_signed_p3m": -0.46942376613199344, "alpha_spy_p3m": -0.5203394499096198, "alpha_c_p3m": -0.5203394499096198, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.05091568377762634, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3167385280756707, "alpha_spy_stated": -0.3295930740208697, "alpha_c_stated": -0.3295930740208697, "price_path": [-0.3716, -0.2348, -0.2654, -0.2905, -0.205, -0.1976, -0.1768, -0.1842, -0.2481, -0.1878, -0.223, -0.185, -0.1458, -0.1874, -0.247, -0.363, -0.2979, -0.3246, -0.3328, -0.341, -0.392, -0.3963, -0.3806, -0.3426, -0.2556, -0.2556, -0.2301, -0.2399, -0.2176, -0.2219, -0.0851, -0.0608, -0.1039, -0.0615, -0.0666, 0.011, -0.1301, -0.1564, -0.1646, -0.2721, -0.243, -0.2176, -0.1984, -0.2289, -0.2227, -0.2227, -0.2078, -0.2172, -0.2215, -0.2246, -0.2246, -0.098, -0.1278, -0.1443, -0.194, -0.1697, -0.0906, -0.0874, -0.0662, -0.1121, -0.0004, 0.0615, 0.0615, 0.0, 0.0325, 0.069, 0.0561, 0.0631, 0.1149, 0.2148, 0.2376, 0.2062, 0.2109, 0.2634, 0.1364, -0.2572, -0.2379, -0.2395, -0.2556, -0.3132, -0.3163, -0.2764, -0.2764, -0.303, -0.3167, -0.3508, -0.3512, -0.3701, -0.3536, -0.3599, -0.365, -0.3908, -0.4073, -0.4151, -0.3806, -0.3822, -0.4206, -0.3846, -0.3383, -0.3293, -0.3563, -0.3579, -0.3422, -0.3532, -0.3732, -0.3716, -0.4069, -0.3979, -0.3669, -0.3591, -0.4136, -0.4453, -0.4904, -0.4606, -0.4896, -0.4786, -0.4786, -0.4826, -0.4806, -0.4857, -0.4684, -0.4598, -0.4649, -0.4198, -0.4038, -0.4128, -0.4694, -0.5049, -0.4994, -0.4708, -0.47, -0.4755, -0.4763, -0.5159, -0.5363, -0.5225, -0.5221, -0.5167, -0.5025, -0.4684, -0.2564, -0.0529, -0.011, -0.1658, -0.1337, -0.1791, -0.1858, -0.234, -0.2979, -0.2575, -0.2085, -0.1576, -0.1576, -0.1639, -0.1682, -0.1627, -0.2599, 0.0643, 0.0941, -0.0259, 0.0643, -0.1019, -0.0564, -0.0804, -0.1525, -0.0482, -0.0706, -0.0521, -0.0623, -0.0819, -0.0278, -0.0278, -0.0125, -0.1686, -0.2258, -0.2403, -0.2446, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2067701885113344050", "ticker_idx": 0, "ts": "2026-06-18T20:12:00+00:00", "symbol": "QCOM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$QCOM rly cheap here can see $250 coming if so then $270 ez", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long QCOM; seen as cheap with targets of $250 then $270.", "resolved_tickers": ["QCOM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$QCOM rly cheap here can see $250 coming if so then $270 ez", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018972540917829628, "ret_signed_m1d": 0.018972540917829628, "alpha_spy_m1d": 0.01581562647822987, "alpha_c_m1d": 0.03247206794576296, "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": -0.08008107031296952, "ret_signed_p1d": -0.08008107031296952, "alpha_spy_p1d": -0.0655591163024779, "alpha_c_p1d": -0.010026822009158609, "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": [-0.4147, -0.4139, -0.4293, -0.4295, -0.4218, -0.4285, -0.4307, -0.4307, -0.4355, -0.4429, -0.4275, -0.4264, -0.425, -0.4107, -0.4036, -0.4026, -0.3962, -0.3885, -0.3825, -0.3913, -0.3891, -0.3986, -0.3317, -0.3253, -0.3265, -0.2996, -0.1937, -0.2052, -0.244, -0.1624, -0.1354, -0.0906, -0.0163, 0.0665, -0.0557, -0.0429, -0.1017, -0.0953, -0.0857, -0.1217, -0.0907, -0.0418, 0.0693, 0.0693, 0.1172, 0.048, 0.0924, 0.1271, 0.0282, 0.0814, 0.1225, 0.0932, -0.0269, -0.0186, -0.0743, -0.1384, -0.0854, -0.0459, -0.0049, -0.0353, -0.0402, 0.019, 0.019, 0.0, -0.0801, -0.1104, -0.0766, -0.1465, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025624608070647884", "ticker_idx": 0, "ts": "2026-02-22T17:31:55+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": "Goldman reiterates Buy with a W1,200,000 target, reflecting expectations for sustained AI-driven demand and continued tight industry supply", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Goldman reiterates Buy on SK Hynix, PT W1.2M, on sold-out 2026 HBM supply, pricing upside through 2026, and favorable 2027 contract terms.", "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": "GS: TIGHT MEMORY SUPPLY / DEMAND DRIVING PRICING UPSIDE AND HBM LEVERAGE FOR SK HYNIX\n\nGoldman Sachs hosted SK Hynix for a virtual investor meeting on February 20, with management highlighting continued strength in memory fundamentals, noting  HBM supply for 2026 is effectively sold out \n\nThe company sees pricing growth likely throughout 2026, driven by real AI demand and tight industry supply. Limited clean room expansion is constraining capacity additions, and management sees low risk of double-ordering given customers understand near-term supply cannot materially increase.\n\nInventory dynamics remain constructive. Server inventories are approaching healthy levels, while PC and mobile inventories are trending down. Supplier inventories are already lean, supporting improving supplier leverage and more active discussions around multi-year contracts to secure longer-term demand visibility.\n\nHBM supply for 2026 is effectively sold out, limiting flexibility to reallocate production from conventional DRAM this year. However, Goldman Sachs believes tight conventional DRAM supply-demand conditions could translate into more favorable HBM contract terms in 2027, creating incremental upside as capacity allocation becomes more flexible.\n\nCapex is expected to increase year over year but remain disciplined, with priority still skewed toward DRAM and HBM over NAND. Goldman reiterates Buy with a W1,200,000 target, reflecting expectations for sustained AI-driven demand and continued tight industry supply.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0021030678409936776, "ret_signed_m1d": -0.0021030678409936776, "alpha_spy_m1d": -0.012419781620479409, "alpha_c_m1d": -0.007310377158611603, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05678237073880332, "ret_signed_p1d": 0.05678237073880332, "alpha_spy_p1d": 0.04951389546860496, "alpha_c_p1d": 0.04157214329976977, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": 0.1177264266713467, "ret_signed_p1w": 0.1177264266713467, "alpha_spy_p1w": 0.11187938368300121, "alpha_c_p1w": 0.13344525576847643, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": 0.03871650696868412, "ret_signed_p1m": 0.03871650696868412, "alpha_spy_p1m": 0.07890784642852722, "alpha_c_p1m": 0.08301511268613249, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 1.043722158765949, "ret_signed_p3m": 1.043722158765949, "alpha_spy_p3m": 0.9523399246732807, "alpha_c_p3m": 0.6683104212951709, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 1.043722158765949, "alpha_spy_stated": 0.9523399246732807, "alpha_c_stated": 0.6683104212951709, "price_path": [-0.4494, -0.428, -0.4427, -0.4343, -0.4132, -0.4196, -0.4301, -0.428, -0.3933, -0.4048, -0.3828, -0.4059, -0.3996, -0.4175, -0.4427, -0.4206, -0.4196, -0.4248, -0.3901, -0.3859, -0.3817, -0.3817, -0.3701, -0.327, -0.3155, -0.3155, -0.3155, -0.2881, -0.2681, -0.2366, -0.2198, -0.205, -0.2177, -0.2124, -0.224, -0.2198, -0.2124, -0.205, -0.1966, -0.2187, -0.2219, -0.2061, -0.1935, -0.2261, -0.1588, -0.1157, -0.0946, -0.0442, -0.1272, -0.0463, -0.0536, -0.1146, -0.1178, -0.0673, -0.0789, -0.0957, -0.0662, -0.0747, -0.0747, -0.0747, -0.0747, -0.0599, -0.0021, 0.0, 0.0568, 0.0705, 0.1578, 0.1177, 0.1177, -0.0108, -0.1056, -0.0087, -0.0266, -0.1193, -0.0118, 0.0061, -0.0203, -0.0413, 0.0261, 0.0219, 0.1125, 0.0672, 0.0608, -0.0171, 0.0387, 0.0482, -0.0171, -0.0171, -0.0803, -0.1499, -0.055, -0.1256, -0.0772, -0.0666, -0.035, 0.0882, 0.0514, 0.0819, 0.0956, 0.162, 0.1967, 0.2168, 0.1883, 0.2283, 0.2894, 0.2884, 0.2905, 0.2873, 0.3611, 0.3695, 0.3621, 0.3548, 0.3548, 0.5244, 0.5244, 0.6866, 0.7424, 0.7761, 0.9805, 0.9331, 1.0816, 1.0753, 0.9163, 0.9384, 0.8383, 0.8383, 1.0437, 1.0448, 1.0448, 1.1617, 1.3629, 1.4118, 1.4581, 1.4898, 1.4866, 1.4866, 1.4213, 1.181, 1.0135, 1.3338, 1.1579, 1.2137, 1.2653, 1.4107, 1.5098, 1.6562, 1.829, 1.9123, 2.0756, 1.6921, 1.7616, 2.0735, 1.8164, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2023771162434478554", "ticker_idx": 0, "ts": "2026-02-17T14:46:59+00:00", "symbol": "solar energy", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bipartisan voter support could be constructive for the sector over time. sustained cross-party approval may reduce long-term demand risk for domestic solar deployment", "tweet_type": "analysis", "timeline": "years", "summary": "Bipartisan voter support for solar seen as constructive for US solar sector long-term, reducing demand risk heading into midterms and beyond.", "resolved_tickers": ["TAN"], "resolution_method": "etf", "resolution_reason": "TAN is the primary US-listed solar energy sector ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "MAJORITY OF TRUMP VOTERS SUPPORT FOR SOLAR - AXIOS\n\nRecent polling highlighted by Axios indicates that a majority of Republican and Trump-aligned voters express favorable views toward large solar projects, particularly when framed around domestic manufacturing and lower electricity costs. Democratic voters have historically shown strong support for renewables as well.\n\nThe data suggests that solar energy may have broader bipartisan voter backing than national political rhetoric implies. Cost savings, grid reliability, and U.S.-based production appear to be the most persuasive factors across the political spectrum.\n\nFrom a market perspective, bipartisan voter support could be constructive for the sector over time. While policy outcomes remain dependent on legislative dynamics, sustained cross-party approval may reduce long-term demand risk for domestic solar deployment heading into midterms and beyond.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03257058289174197, "ret_signed_m1d": -0.03257058289174197, "alpha_spy_m1d": -0.030959699006484542, "alpha_c_m1d": -0.030959699006484542, "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": 0.009353622570264841, "ret_signed_p1d": 0.009353622570264841, "alpha_spy_p1d": 0.004315915019688088, "alpha_c_p1d": 0.004315915019688088, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": 0.011023882732368318, "ret_signed_p1w": 0.011023882732368318, "alpha_spy_p1w": 0.00443387869504952, "alpha_c_p1w": 0.00443387869504952, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": -0.054952349415826274, "ret_signed_p1m": -0.054952349415826274, "alpha_spy_p1m": -0.02358382955725913, "alpha_c_p1m": -0.02358382955725913, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.08501754206441325, "ret_signed_p3m": 0.08501754206441325, "alpha_spy_p3m": -0.00041663324112417577, "alpha_c_p3m": -0.00041663324112417577, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.08543417530553743, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2373, -0.2327, -0.224, -0.2136, -0.1999, -0.1999, -0.1831, -0.2043, -0.2044, -0.2086, -0.1976, -0.2034, -0.2051, -0.2071, -0.1852, -0.1776, -0.2009, -0.2054, -0.2018, -0.2108, -0.1928, -0.1817, -0.1415, -0.1582, -0.1505, -0.1505, -0.151, -0.1627, -0.1727, -0.1796, -0.1796, -0.1381, -0.1461, -0.1396, -0.157, -0.1582, -0.1598, -0.1291, -0.1283, -0.14, -0.132, -0.1335, -0.1335, -0.14, -0.1273, -0.0977, -0.0775, -0.0795, -0.0636, -0.0419, -0.0688, -0.1006, -0.1032, -0.0715, -0.0296, -0.0675, -0.0356, -0.0192, -0.0214, -0.0249, -0.0503, -0.0326, -0.0326, 0.0, 0.0094, -0.0225, -0.0017, 0.0037, 0.011, -0.0094, -0.0382, -0.0813, -0.0586, -0.0902, -0.0835, -0.0965, -0.1101, -0.0964, -0.083, -0.0691, -0.0855, -0.075, -0.0521, -0.0356, -0.055, -0.0488, -0.0788, -0.0815, -0.0742, -0.0481, -0.0775, -0.0894, -0.1166, -0.0695, -0.0601, -0.0838, -0.0838, -0.0954, -0.1069, -0.0733, -0.086, -0.0775, -0.083, -0.0775, -0.076, -0.0899, -0.0792, -0.0722, -0.0867, -0.0474, -0.0212, -0.0259, -0.0197, -0.0376, -0.0626, -0.0244, -0.01, -0.0249, 0.014, 0.01, -0.0018, 0.0346, 0.0531, 0.0297, 0.0658, 0.0849, 0.085, 0.0458, 0.0184, 0.0509, 0.0833, 0.1016, 0.1016, 0.1518, 0.1777, 0.2014, 0.2348, 0.1881, 0.2071, 0.174, 0.1765, 0.0698, 0.062, 0.0327, -0.0119, 0.0406, 0.0528, 0.0473, 0.0119, -0.0237, 0.0119, 0.0119, 0.0207, -0.0219, -0.0286, -0.0334, -0.0504, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2006391852157595981", "ticker_idx": 0, "ts": "2025-12-31T15:47:49+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "It's going higher. Tax selling is done", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BTC; tax selling is done, price heading higher.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NighthawkTradez It’s going higher. Tax selling is done", "reply_text": null, "parent_text": "If Bitcoin pumps tonight I am shorting it. \n\nIt will get smacked to $86k so damn fast.\n\nBookmark it. https://t.co/ox47QhZSEj", "quoted_text": null, "parent_author": "NighthawkTradez", "ret_m1d": 0.010528134215030072, "ret_signed_m1d": 0.010528134215030072, "alpha_spy_m1d": 0.003063980428249513, "alpha_c_m1d": 0.003063980428249513, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.0074641537867805585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013977518339667538, "ret_signed_p1d": 0.013977518339667538, "alpha_spy_p1d": 0.013977518339667538, "alpha_c_p1d": 0.013977518339667538, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04341535184396572, "ret_signed_p1w": 0.04341535184396572, "alpha_spy_p1w": 0.03218236412279696, "alpha_c_p1w": 0.03218236412279696, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.011232987721168763, "ret_p1m": -0.033679369849291985, "ret_signed_p1m": -0.033679369849291985, "alpha_spy_p1m": -0.051452681394143274, "alpha_c_p1m": -0.051452681394143274, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.01777331154485129, "ret_p3m": -0.23788894513321424, "ret_signed_p3m": -0.23788894513321424, "alpha_spy_p3m": -0.16717082772717617, "alpha_c_p3m": -0.16717082772717617, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.07071811740603806, "ret_p6m": -0.3175354183015464, "ret_signed_p6m": -0.3175354183015464, "alpha_spy_p6m": -0.4000704070004435, "alpha_c_p6m": -0.4000704070004435, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": 0.08253498869889708, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.033679369849291985, "alpha_spy_stated": -0.051452681394143274, "alpha_c_stated": -0.051452681394143274, "price_path": [0.3972, 0.4256, 0.3879, 0.4096, 0.3908, 0.2937, 0.3173, 0.2927, 0.266, 0.2363, 0.2167, 0.2637, 0.2396, 0.2306, 0.2578, 0.2688, 0.3041, 0.2908, 0.2576, 0.2377, 0.2519, 0.2176, 0.1609, 0.1872, 0.1576, 0.1813, 0.2113, 0.177, 0.1617, 0.1393, 0.0787, 0.0524, 0.0622, 0.0452, -0.01, -0.0276, 0.0087, -0.0019, 0.0344, 0.0432, 0.039, -0.0136, 0.0439, 0.0688, 0.0529, 0.0215, 0.0358, 0.0592, 0.0516, 0.0572, 0.0316, -0.0124, 0.0038, -0.0156, -0.0234, 0.0068, 0.0112, -0.0011, 0.0012, -0.0031, -0.0024, -0.0042, 0.0105, 0.0, 0.014, 0.0278, 0.0728, 0.0711, 0.0434, 0.0402, 0.0343, 0.0421, 0.0893, 0.1077, 0.0919, 0.0916, 0.0576, 0.0092, 0.0213, 0.0223, 0.0228, 0.0087, 0.0182, 0.0191, -0.0337, -0.0386, -0.1008, -0.1357, -0.1656, -0.2835, -0.1937, -0.1987, -0.2139, -0.2345, -0.2433, -0.2131, -0.2133, -0.2287, -0.2409, -0.2348, -0.2229, -0.2616, -0.2677, -0.2234, -0.2292, -0.2471, -0.2141, -0.2196, -0.1691, -0.1905, -0.2214, -0.2183, -0.2009, -0.1977, -0.1944, -0.189, -0.1445, -0.1553, -0.1858, -0.2011, -0.1941, -0.1896, -0.1942, -0.1851, -0.2139, -0.2419, -0.2379, -0.2203, -0.222, -0.2356, -0.2352, -0.2131, -0.1779, -0.1872, -0.1799, -0.166, -0.1488, -0.1523, -0.1452, -0.1412, -0.1186, -0.133, -0.1275, -0.1063, -0.1056, -0.1149, -0.1159, -0.1275, -0.1341, -0.128, -0.1066, -0.0878, -0.0752, -0.0695, -0.0857, -0.0837, -0.0661, -0.0804, -0.0941, -0.0738, -0.0965, -0.1206, -0.1229, -0.1149, -0.1139, -0.1374, -0.1169, -0.1335, -0.1504, -0.1597, -0.1615, -0.185, -0.2377, -0.2685, -0.2709, -0.3038, -0.279, -0.2956, -0.2978, -0.2737, -0.2739, -0.2425, -0.2504, -0.2639, -0.2813, -0.2739, -0.2692, -0.2839, -0.303, -0.3175]}
{"unit_id": "orig:2025431769122537578", "ticker_idx": 0, "ts": "2026-02-22T04:45:39+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BOFA RAISES GLOBAL MEMORY FORECASTS AS AI AND HBM DRIVE A 2026 SUPER CYCLE", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares/endorses BofA upgrade of global memory: DRAM +118% and NAND +90% in 2026, HBM to $60B; structural upcycle driven by AI/hyperscale.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK $MU - BOFA RAISES GLOBAL MEMORY FORECASTS AS AI AND HBM DRIVE A 2026 SUPER CYCLE\n\nBofA turns more constructive on memory after stronger pricing through Lunar New Year, tight inventories and continued AI demand. They now expect DRAM prices to rise sharply in 1Q and remain firm into 2Q, driving another leg higher in earnings.\n\nFor 2026, BofA sees global DRAM sales up roughly 118% year over year and NAND up close to 90%, led by higher prices and solid bit growth. This is not framed as a short spike but a structurally stronger cycle with record revenue and profit levels.\n\nHigh Bandwidth Memory remains the key driver. BofA models 2026 HBM revenue near $60B, up ~75% year over year, with strong margins and rising content per AI server. HBM is becoming a much larger share of total DRAM profits.\n\nInventories are near historic lows, fabs are running full, and hyperscalers continue to ramp capex.\n\nThe broader takeaway is that this cycle looks different from prior rebounds. Demand is being anchored by AI infrastructure and hyperscale buildouts rather than just PC and handset restocking. Pricing power is being reinforced by tight supply and disciplined capacity additions. HBM is structurally raising the margin profile of the industry, while conventional DRAM and NAND benefit from the same tightening backdrop. Even after a strong move in memory stocks, earnings revisions are still moving higher, and valuation multiples in Korea remain reasonable relative to forward profit power. In short, BofA is arguing the memory upcycle in 2026 is not just cyclical momentum but increasingly structural.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.024786598108458624, "ret_signed_m1d": -0.024786598108458624, "alpha_spy_m1d": -0.035103311887944355, "alpha_c_m1d": -0.04182385615772899, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.017037258049270365, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04196607768001015, "ret_signed_p1d": -0.04196607768001015, "alpha_spy_p1d": -0.04923455295020851, "alpha_c_p1d": -0.054960590916352636, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012994513236342486, "ret_p1w": -0.07113381121876905, "ret_signed_p1w": -0.07113381121876905, "alpha_spy_p1w": -0.07698085420711454, "alpha_c_p1w": -0.07849723621017801, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.007363424991408962, "ret_p1m": 0.05399929595599606, "ret_signed_p1m": 0.05399929595599606, "alpha_spy_p1m": 0.09419063541583916, "alpha_c_p1m": 0.0698868159759255, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.015887520019929435, "ret_p3m": 1.3139732221515246, "ret_signed_p3m": 1.3139732221515246, "alpha_spy_p3m": 1.2225909880588561, "alpha_c_p3m": 1.0230256754707472, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.2909475466807774, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 1.3139732221515246, "alpha_spy_stated": 1.2225909880588561, "alpha_c_stated": 1.0230256754707472, "price_path": [-0.6774, -0.6774, -0.665, -0.6847, -0.6919, -0.7084, -0.68, -0.6572, -0.6617, -0.6707, -0.6506, -0.6375, -0.6906, -0.6971, -0.686, -0.6897, -0.6707, -0.6435, -0.6383, -0.6326, -0.6248, -0.6248, -0.6248, -0.6335, -0.6396, -0.6438, -0.6438, -0.587, -0.5888, -0.4754, -0.4695, -0.4981, -0.4337, -0.4159, -0.4151, -0.4181, -0.386, -0.3794, -0.3794, -0.3201, -0.2479, -0.2446, -0.2891, -0.2936, -0.2777, -0.2083, -0.1908, -0.1354, -0.0019, 0.0435, -0.1229, -0.1355, -0.1028, -0.1247, -0.1873, -0.1008, -0.0543, -0.0599, -0.0599, -0.1139, -0.0992, -0.0681, -0.0248, 0.0, -0.042, -0.0512, -0.0219, -0.0467, -0.0711, -0.1517, -0.1012, -0.1514, -0.2088, -0.1167, -0.0714, -0.0166, -0.0715, -0.0073, 0.0557, 0.0805, 0.1308, 0.1584, 0.0648, 0.054, 0.054, 0.0171, -0.095, -0.076, -0.141, -0.0467, 0.0394, 0.0527, 0.0527, 0.0872, 0.0665, 0.1717, 0.2777, 0.278, 0.4291, 0.4171, 0.3379, 0.3796, 0.3819, 0.3699, 0.3556, 0.469, 0.399, 0.4852, 0.6057, 0.5039, 0.5967, 0.6452, 0.781, 0.8843, 1.11, 1.1155, 1.0105, 1.3441, 1.322, 1.1786, 1.1714, 1.0746, 1.112, 1.0, 1.0755, 1.0894, 1.314, 1.2186, 1.2186, 1.385, 1.3855, 1.4631, 1.5431, 1.6428, 1.5752, 1.748, 1.6402, 1.3396, 1.4637, 1.4705, 1.4655, 1.823, 1.9709, 2.1626, 1.9881, 1.939, 2.278, 2.278, 2.4115, 1.9462, 1.8725, 2.5034, 2.1369, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025431769122537578", "ticker_idx": 1, "ts": "2026-02-22T04:45:39+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BOFA RAISES GLOBAL MEMORY FORECASTS AS AI AND HBM DRIVE A 2026 SUPER CYCLE", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares/endorses BofA upgrade of global memory: DRAM +118% and NAND +90% in 2026, HBM to $60B; structural upcycle driven by AI/hyperscale.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK $MU - BOFA RAISES GLOBAL MEMORY FORECASTS AS AI AND HBM DRIVE A 2026 SUPER CYCLE\n\nBofA turns more constructive on memory after stronger pricing through Lunar New Year, tight inventories and continued AI demand. They now expect DRAM prices to rise sharply in 1Q and remain firm into 2Q, driving another leg higher in earnings.\n\nFor 2026, BofA sees global DRAM sales up roughly 118% year over year and NAND up close to 90%, led by higher prices and solid bit growth. This is not framed as a short spike but a structurally stronger cycle with record revenue and profit levels.\n\nHigh Bandwidth Memory remains the key driver. BofA models 2026 HBM revenue near $60B, up ~75% year over year, with strong margins and rising content per AI server. HBM is becoming a much larger share of total DRAM profits.\n\nInventories are near historic lows, fabs are running full, and hyperscalers continue to ramp capex.\n\nThe broader takeaway is that this cycle looks different from prior rebounds. Demand is being anchored by AI infrastructure and hyperscale buildouts rather than just PC and handset restocking. Pricing power is being reinforced by tight supply and disciplined capacity additions. HBM is structurally raising the margin profile of the industry, while conventional DRAM and NAND benefit from the same tightening backdrop. Even after a strong move in memory stocks, earnings revisions are still moving higher, and valuation multiples in Korea remain reasonable relative to forward profit power. In short, BofA is arguing the memory upcycle in 2026 is not just cyclical momentum but increasingly structural.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.811103166517908, "alpha_spy_stated": 0.7197209324252396, "alpha_c_stated": 0.4356914290471299, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4917, 1.884, 1.6909, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025431769122537578", "ticker_idx": 2, "ts": "2026-02-22T04:45:39+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": "BofA is arguing the memory upcycle in 2026 is not just cyclical momentum but increasingly structural", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares/endorses BofA upgrade of global memory: DRAM +118% and NAND +90% in 2026, HBM to $60B; structural upcycle driven by AI/hyperscale.", "resolved_tickers": ["MU", "000660.KS", "005930.KS", "SNDK", "285A.T"], "resolution_method": "basket", "resolution_reason": "Global memory sector basket across US, Korea, Japan", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK $MU - BOFA RAISES GLOBAL MEMORY FORECASTS AS AI AND HBM DRIVE A 2026 SUPER CYCLE\n\nBofA turns more constructive on memory after stronger pricing through Lunar New Year, tight inventories and continued AI demand. They now expect DRAM prices to rise sharply in 1Q and remain firm into 2Q, driving another leg higher in earnings.\n\nFor 2026, BofA sees global DRAM sales up roughly 118% year over year and NAND up close to 90%, led by higher prices and solid bit growth. This is not framed as a short spike but a structurally stronger cycle with record revenue and profit levels.\n\nHigh Bandwidth Memory remains the key driver. BofA models 2026 HBM revenue near $60B, up ~75% year over year, with strong margins and rising content per AI server. HBM is becoming a much larger share of total DRAM profits.\n\nInventories are near historic lows, fabs are running full, and hyperscalers continue to ramp capex.\n\nThe broader takeaway is that this cycle looks different from prior rebounds. Demand is being anchored by AI infrastructure and hyperscale buildouts rather than just PC and handset restocking. Pricing power is being reinforced by tight supply and disciplined capacity additions. HBM is structurally raising the margin profile of the industry, while conventional DRAM and NAND benefit from the same tightening backdrop. Even after a strong move in memory stocks, earnings revisions are still moving higher, and valuation multiples in Korea remain reasonable relative to forward profit power. In short, BofA is arguing the memory upcycle in 2026 is not just cyclical momentum but increasingly structural.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02031942331622949, "ret_signed_m1d": -0.02031942331622949, "alpha_spy_m1d": -0.03063613709571522, "alpha_c_m1d": -0.025526732633847415, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001581411647834674, "ret_signed_p1d": 0.001581411647834674, "alpha_spy_p1d": -0.005687063622363686, "alpha_c_p1d": -0.013628815791198878, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": 0.011137562521954436, "ret_signed_p1w": 0.011137562521954436, "alpha_spy_p1w": 0.005290519533608951, "alpha_c_p1w": 0.026856391619084173, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": 0.0046087312684772504, "ret_signed_p1m": 0.0046087312684772504, "alpha_spy_p1m": 0.04480007072832035, "alpha_c_p1m": 0.04890733698592562, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 1.060256501448663, "ret_signed_p3m": 1.060256501448663, "alpha_spy_p3m": 0.9688742673559945, "alpha_c_p3m": 0.6848447639778847, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 1.060256501448663, "alpha_spy_stated": 0.9688742673559945, "alpha_c_stated": 0.6848447639778847, "price_path": [-0.5287, -0.5205, -0.5258, -0.5229, -0.5197, -0.5252, -0.5213, -0.5014, -0.4921, -0.4984, -0.4838, -0.4865, -0.5086, -0.524, -0.5258, -0.5183, -0.5052, -0.4868, -0.471, -0.4623, -0.4536, -0.4481, -0.4472, -0.4347, -0.434, -0.4383, -0.4383, -0.3901, -0.3758, -0.3213, -0.3137, -0.3275, -0.3083, -0.2946, -0.3053, -0.3014, -0.2782, -0.2537, -0.2516, -0.2357, -0.1933, -0.1878, -0.1923, -0.1958, -0.157, -0.1169, -0.0917, -0.1076, -0.0753, -0.04, -0.1044, -0.1315, -0.1225, -0.1145, -0.1349, -0.0803, -0.0372, -0.0433, -0.0427, -0.0676, -0.0562, -0.0458, -0.0203, 0.0, 0.0016, 0.0093, 0.041, 0.0277, 0.0111, -0.0771, -0.0902, -0.0654, -0.1142, -0.1067, -0.0384, -0.0155, -0.0419, -0.014, 0.0159, 0.0508, 0.0849, 0.0648, 0.0255, -0.018, 0.0046, -0.0195, -0.0849, -0.0825, -0.1369, -0.1093, -0.0419, -0.059, -0.0327, -0.0068, 0.0377, 0.1126, 0.1487, 0.1666, 0.2307, 0.2426, 0.2471, 0.2366, 0.2286, 0.2495, 0.2825, 0.3268, 0.3105, 0.3371, 0.402, 0.3711, 0.4102, 0.4018, 0.4408, 0.5241, 0.5996, 0.7433, 0.7394, 0.8704, 0.949, 0.9299, 0.9627, 0.9054, 0.893, 0.8504, 0.8616, 0.917, 1.0603, 1.1011, 1.0743, 1.1894, 1.2601, 1.3163, 1.442, 1.5775, 1.5937, 1.6252, 1.5524, 1.302, 1.34, 1.3732, 1.3402, 1.5204, 1.6651, 1.8324, 1.8031, 1.8449, 2.1121, 2.1208, 2.0691, 1.7802, 1.9114, 2.0923, 1.6017, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025431769122537578", "ticker_idx": 3, "ts": "2026-02-22T04:45:39+00:00", "symbol": "HBM", "kind": "sector", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "BofA models 2026 HBM revenue near $60B, up ~75% year over year, with strong margins and rising content per AI server", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares/endorses BofA upgrade of global memory: DRAM +118% and NAND +90% in 2026, HBM to $60B; structural upcycle driven by AI/hyperscale.", "resolved_tickers": ["000660.KS", "005930.KS", "MU"], "resolution_method": "basket", "resolution_reason": "HBM leaders: SK Hynix, Samsung, Micron", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK $MU - BOFA RAISES GLOBAL MEMORY FORECASTS AS AI AND HBM DRIVE A 2026 SUPER CYCLE\n\nBofA turns more constructive on memory after stronger pricing through Lunar New Year, tight inventories and continued AI demand. They now expect DRAM prices to rise sharply in 1Q and remain firm into 2Q, driving another leg higher in earnings.\n\nFor 2026, BofA sees global DRAM sales up roughly 118% year over year and NAND up close to 90%, led by higher prices and solid bit growth. This is not framed as a short spike but a structurally stronger cycle with record revenue and profit levels.\n\nHigh Bandwidth Memory remains the key driver. BofA models 2026 HBM revenue near $60B, up ~75% year over year, with strong margins and rising content per AI server. HBM is becoming a much larger share of total DRAM profits.\n\nInventories are near historic lows, fabs are running full, and hyperscalers continue to ramp capex.\n\nThe broader takeaway is that this cycle looks different from prior rebounds. Demand is being anchored by AI infrastructure and hyperscale buildouts rather than just PC and handset restocking. Pricing power is being reinforced by tight supply and disciplined capacity additions. HBM is structurally raising the margin profile of the industry, while conventional DRAM and NAND benefit from the same tightening backdrop. Even after a strong move in memory stocks, earnings revisions are still moving higher, and valuation multiples in Korea remain reasonable relative to forward profit power. In short, BofA is arguing the memory upcycle in 2026 is not just cyclical momentum but increasingly structural.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -8.535344810378653e-06, "ret_signed_m1d": -8.535344810378653e-06, "alpha_spy_m1d": -0.01032524912429611, "alpha_c_m1d": -0.005215844662428304, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02867347308666694, "ret_signed_p1d": 0.02867347308666694, "alpha_spy_p1d": 0.02140499781646858, "alpha_c_p1d": 0.013463245647633387, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": 0.07325726033021425, "ret_signed_p1w": 0.07325726033021425, "alpha_spy_p1w": 0.06741021734186876, "alpha_c_p1w": 0.08897608942734399, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.012937914895900163, "ret_signed_p1m": -0.012937914895900163, "alpha_spy_p1m": 0.02725342456394294, "alpha_c_p1m": 0.03136069082154821, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.8032836069300128, "ret_signed_p3m": 0.8032836069300128, "alpha_spy_p3m": 0.7119013728373443, "alpha_c_p3m": 0.4278718694592346, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.8032836069300128, "alpha_spy_stated": 0.7119013728373443, "alpha_c_stated": 0.4278718694592346, "price_path": [-0.4575, -0.4492, -0.4543, -0.4479, -0.4371, -0.4416, -0.45, -0.4352, -0.4141, -0.4155, -0.3999, -0.413, -0.4218, -0.4377, -0.4535, -0.4429, -0.4249, -0.4151, -0.3879, -0.385, -0.376, -0.376, -0.3635, -0.3362, -0.333, -0.3387, -0.3387, -0.291, -0.2704, -0.2337, -0.2275, -0.2364, -0.2259, -0.2239, -0.2359, -0.2337, -0.2224, -0.1906, -0.1871, -0.1998, -0.1743, -0.1575, -0.152, -0.1712, -0.1193, -0.0801, -0.0756, -0.0757, -0.1027, -0.0607, -0.0921, -0.1266, -0.1195, -0.098, -0.1111, -0.0838, -0.0525, -0.0526, -0.0526, -0.062, -0.0453, -0.028, -0.0, 0.0, 0.0287, 0.048, 0.0915, 0.073, 0.0733, -0.0327, -0.0871, -0.0243, -0.0573, -0.0985, -0.0269, -0.005, -0.0279, -0.0261, 0.0178, 0.0411, 0.0965, 0.0538, 0.0329, -0.0304, -0.0129, -0.0216, -0.0799, -0.0785, -0.1334, -0.1596, -0.0654, -0.1097, -0.08, -0.0554, -0.0392, 0.0492, 0.0374, 0.0503, 0.051, 0.1136, 0.1255, 0.1442, 0.1304, 0.1359, 0.1648, 0.192, 0.2003, 0.2025, 0.2578, 0.2402, 0.2559, 0.2429, 0.2627, 0.3671, 0.4176, 0.5506, 0.5629, 0.6483, 0.7843, 0.7345, 0.822, 0.8188, 0.6809, 0.6723, 0.6431, 0.6703, 0.8033, 0.7827, 0.7827, 0.9477, 1.0544, 1.0538, 1.1372, 1.2542, 1.2957, 1.308, 1.2044, 0.9808, 0.9346, 1.0766, 0.9493, 1.0443, 1.0908, 1.2487, 1.2388, 1.3115, 1.4687, 1.4817, 1.5966, 1.267, 1.3404, 1.6063, 1.4233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019920112740974897", "ticker_idx": 0, "ts": "2026-02-06T23:44:17+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SO BULLISH", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish HIMS on launch of new compounded 5-1 medication.", "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": "BREAKING: $HIMS LAUNCHES NEW COMPOUNDED 5-1 MEDICATION SO BULLISH https://t.co/wZOEZq3AKB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.19089501027531042, "ret_signed_m1d": 0.19089501027531042, "alpha_spy_m1d": 0.1956935995059923, "alpha_c_m1d": 0.1956935995059923, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.004798589230681882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1081220983361072, "ret_signed_p1d": -0.1081220983361072, "alpha_spy_p1d": -0.10548504056540775, "alpha_c_p1d": -0.10548504056540775, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.002637057770699447, "ret_p1w": -0.15675120013474786, "ret_signed_p1w": -0.15675120013474786, "alpha_spy_p1w": -0.13917069710253815, "alpha_c_p1w": -0.13917069710253815, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": -0.017580503032209704, "ret_p1m": 0.21417482700407042, "ret_signed_p1m": 0.21417482700407042, "alpha_spy_p1m": 0.23834081238955007, "alpha_c_p1m": 0.23834081238955007, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02416598538547965, "ret_p3m": 0.32695290842052493, "ret_signed_p3m": 0.32695290842052493, "alpha_spy_p3m": 0.2698479281622057, "alpha_c_p3m": 0.2698479281622057, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.05710498025831923, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21417482700407042, "alpha_spy_stated": 0.23834081238955007, "alpha_c_stated": 0.23834081238955007, "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:2069361316137980385", "ticker_idx": 0, "ts": "2026-06-23T10:05:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "say goodbye to ur family", "tweet_type": "prediction", "timeline": "intraday", "summary": "Implies shorting MU overnight is suicidal — bearish on the short, implicitly bullish on MU.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@boneGPT say goodbye to ur family", "reply_text": null, "parent_text": "shorting $MU  on hyperliquid overnight", "quoted_text": null, "parent_author": "boneGPT", "ret_m1d": 0.15175369366650804, "ret_signed_m1d": 0.15175369366650804, "alpha_spy_m1d": 0.13701774488551788, "alpha_c_m1d": 0.07642215075012349, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.07533154291638455, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0030995461983960304, "ret_signed_p1d": -0.0030995461983960304, "alpha_spy_p1d": -0.0026360291347529152, "alpha_c_p1d": 0.0019322116092325148, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.005031757807628545, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.0030995461983960304, "alpha_spy_stated": -0.0026360291347529152, "alpha_c_stated": 0.0019322116092325148, "price_path": [-0.6622, -0.6605, -0.694, -0.6788, -0.6503, -0.6518, -0.6518, -0.6408, -0.641, -0.6133, -0.5992, -0.6001, -0.5944, -0.5573, -0.5662, -0.5653, -0.5673, -0.5737, -0.5727, -0.5365, -0.542, -0.5277, -0.5013, -0.5205, -0.5071, -0.5083, -0.4845, -0.4519, -0.3913, -0.3662, -0.3852, -0.2899, -0.2438, -0.2712, -0.2359, -0.2622, -0.311, -0.352, -0.3357, -0.304, -0.2754, -0.286, -0.286, -0.1482, -0.1173, -0.1219, -0.0768, -0.0155, 0.0117, 0.0264, -0.053, -0.1785, -0.0974, -0.1102, -0.152, -0.0531, -0.0667, 0.0344, -0.0295, -0.0082, 0.0782, 0.0782, 0.1518, 0.0, -0.0031, 0.1538, 0.0766, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2069923532704751911", "ticker_idx": 0, "ts": "2026-06-24T23:20:02+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if it get 3k it french kiss 4k", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: if it hits $3K, it'll reach $4K.", "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": "@smartertrader @elonmusk if it get 3k it french kiss 4k", "reply_text": null, "parent_text": "@elonmusk told you he will buy every memory that’s avail from mu and you still don’t believe.  Once robots start mu at 3000", "quoted_text": null, "parent_author": "smartertrader", "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025938785091932347", "ticker_idx": 0, "ts": "2026-02-23T14:20:21+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For AI infrastructure equities such as $NBIS, $CRWV, and $IREN, the expansion of rated construction financing is supportive and should lower net cost of capital", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Expansion of rated construction financing is supportive for AI infrastructure equities NBIS, CRWV, and IREN via lower cost of capital.", "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": "FT - DATA CENTERS SEEK CREDIT RATINGS TO FUND AI BUILDOUT\n\nData center developers are increasingly seeking credit ratings during construction to unlock new funding sources for AI infrastructure expansion.\n\nS&P, Moody’s, Fitch, and KBRA have expanded coverage to projects still being built, often issuing private investment-grade ratings on large construction loans.\n\nThis allows banks to distribute exposure to insurance companies and other institutions restricted to highly rated debt. The traditional project finance market alone is insufficient.\n\nFitch has rated more than 35 data center projects in nine months, averaging roughly $3 billion per deal. Most involve hyperscaler-backed facilities. Roughly two-thirds of projects have achieved investment-grade status, often after structural enhancements that improve credit metrics and tenant protections.\n\nRatings are anchored to long-term leases with major technology counterparties. In some cases, tenants agree to pay rent even if construction is delayed.\n\nLenders are effectively underwriting the hyperscaler’s credit profile rather than the physical asset itself. Project ratings are typically capped by the tenant rating.\n\nAI training facilities carry incremental risk due to specialization and limited repurposing flexibility. However, capital markets appear willing to absorb that risk.\n\nFor AI infrastructure equities such as $NBIS, $CRWV, and $IREN, the expansion of rated construction financing is supportive and should lower net cost of capital.\n\nhttps://t.co/gNw4Bm88du", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02673692898407043, "ret_signed_m1d": -0.02673692898407043, "alpha_spy_m1d": -0.03705364276355616, "alpha_c_m1d": -0.0392195849404402, "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": 0.01958057060681928, "ret_signed_p1d": 0.01958057060681928, "alpha_spy_p1d": 0.01231209533662092, "alpha_c_p1d": 0.01264574696013021, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00693482364668907, "ret_p1w": -0.0954179347568096, "ret_signed_p1w": -0.0954179347568096, "alpha_spy_p1w": -0.10126497774515508, "alpha_c_p1w": -0.11717595808362113, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.021758023326811538, "ret_p1m": 0.1421330182388103, "ret_signed_p1m": 0.1421330182388103, "alpha_spy_p1m": 0.1823243576986534, "alpha_c_p1m": 0.17572673201704025, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.03359371377822995, "ret_p3m": 1.1859655237210394, "ret_signed_p3m": 1.1859655237210394, "alpha_spy_p3m": 1.094583289628371, "alpha_c_p3m": 1.1763392676976447, "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": 0.1421330182388103, "alpha_spy_stated": 0.1823243576986534, "alpha_c_stated": 0.17572673201704025, "price_path": [-0.0588, -0.0588, -0.0571, -0.0046, -0.0413, -0.0168, 0.0218, -0.0255, -0.0028, -0.0417, -0.0698, -0.0629, -0.1284, -0.1935, -0.1954, -0.2501, -0.2238, -0.1108, -0.0734, -0.1052, -0.0942, -0.0942, -0.1294, -0.1448, -0.1535, -0.168, -0.168, -0.106, -0.0773, -0.0037, -0.0437, -0.0329, -0.0266, 0.0668, 0.0479, 0.0136, 0.0326, 0.0807, 0.0807, -0.0131, -0.0173, -0.0374, -0.0607, -0.0909, -0.0272, -0.0018, -0.0567, -0.1533, -0.1237, -0.106, -0.1811, -0.2658, -0.1442, -0.0768, -0.0877, -0.1193, -0.1081, -0.0258, -0.0258, -0.0307, 0.0118, 0.0696, -0.0267, 0.0, 0.0196, 0.0548, 0.0424, -0.0936, -0.0954, -0.1373, -0.0281, -0.0493, -0.1121, -0.0564, -0.0415, 0.1132, 0.0738, 0.1227, 0.2906, 0.1562, 0.1784, 0.2078, 0.1691, 0.1346, 0.1421, 0.1439, 0.0533, 0.0021, -0.083, 0.0313, 0.0133, 0.0816, 0.0816, 0.1186, 0.1669, 0.2424, 0.355, 0.4409, 0.5362, 0.6096, 0.6576, 0.6434, 0.5619, 0.582, 0.556, 0.5519, 0.5613, 0.4627, 0.4408, 0.3469, 0.4033, 0.3739, 0.5355, 0.7535, 0.7485, 0.9391, 0.8365, 0.7598, 0.8497, 0.7802, 1.0601, 1.1981, 1.1861, 0.9865, 0.9653, 0.9066, 1.186, 1.1347, 1.1347, 1.068, 1.0711, 1.2497, 1.2969, 1.6291, 1.59, 1.5015, 1.581, 1.2643, 1.1668, 1.1879, 1.1041, 1.2089, 1.3095, 1.5849, 1.6349, 1.7921, 1.8495, 1.8495, 1.8189, 1.7358, 1.5809, 1.5507, 1.3884, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025938785091932347", "ticker_idx": 1, "ts": "2026-02-23T14:20:21+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For AI infrastructure equities such as $NBIS, $CRWV, and $IREN, the expansion of rated construction financing is supportive and should lower net cost of capital", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Expansion of rated construction financing is supportive for AI infrastructure equities NBIS, CRWV, and IREN via lower cost of capital.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "FT - DATA CENTERS SEEK CREDIT RATINGS TO FUND AI BUILDOUT\n\nData center developers are increasingly seeking credit ratings during construction to unlock new funding sources for AI infrastructure expansion.\n\nS&P, Moody’s, Fitch, and KBRA have expanded coverage to projects still being built, often issuing private investment-grade ratings on large construction loans.\n\nThis allows banks to distribute exposure to insurance companies and other institutions restricted to highly rated debt. The traditional project finance market alone is insufficient.\n\nFitch has rated more than 35 data center projects in nine months, averaging roughly $3 billion per deal. Most involve hyperscaler-backed facilities. Roughly two-thirds of projects have achieved investment-grade status, often after structural enhancements that improve credit metrics and tenant protections.\n\nRatings are anchored to long-term leases with major technology counterparties. In some cases, tenants agree to pay rent even if construction is delayed.\n\nLenders are effectively underwriting the hyperscaler’s credit profile rather than the physical asset itself. Project ratings are typically capped by the tenant rating.\n\nAI training facilities carry incremental risk due to specialization and limited repurposing flexibility. However, capital markets appear willing to absorb that risk.\n\nFor AI infrastructure equities such as $NBIS, $CRWV, and $IREN, the expansion of rated construction financing is supportive and should lower net cost of capital.\n\nhttps://t.co/gNw4Bm88du", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017503262901689687, "ret_signed_m1d": -0.017503262901689687, "alpha_spy_m1d": -0.027819976681175418, "alpha_c_m1d": -0.027819976681175418, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0931308570555105, "ret_signed_p1d": 0.0931308570555105, "alpha_spy_p1d": 0.08586238178531214, "alpha_c_p1d": 0.08586238178531214, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": -0.1407969374917063, "ret_signed_p1w": -0.1407969374917063, "alpha_spy_p1w": -0.14664398048005178, "alpha_c_p1w": -0.14664398048005178, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": -0.08608542503388883, "ret_signed_p1m": -0.08608542503388883, "alpha_spy_p1m": -0.04589408557404573, "alpha_c_p1m": -0.04589408557404573, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": 0.1842801207399607, "ret_signed_p3m": 0.1842801207399607, "alpha_spy_p3m": 0.09289788664729226, "alpha_c_p3m": 0.09289788664729226, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08608542503388883, "alpha_spy_stated": -0.04589408557404573, "alpha_c_stated": -0.04589408557404573, "price_path": [-0.1822, -0.1822, -0.1951, -0.1517, -0.163, -0.1264, -0.056, -0.028, -0.0506, -0.002, -0.0295, -0.0381, -0.1349, -0.2035, -0.2349, -0.2894, -0.255, -0.0863, -0.0662, -0.1165, -0.1318, -0.1318, -0.1587, -0.1753, -0.1865, -0.2117, -0.2117, -0.1268, -0.1539, -0.142, -0.1504, -0.1514, -0.1178, -0.01, -0.037, -0.0114, 0.0459, 0.1144, 0.1144, 0.0482, 0.0353, 0.0105, 0.0236, 0.0822, 0.1984, 0.1671, 0.0957, 0.0259, -0.0209, -0.0086, -0.0923, -0.1782, -0.0098, 0.0655, 0.047, 0.0474, 0.0535, 0.0572, 0.0572, 0.0018, 0.0507, 0.0694, -0.0175, 0.0, 0.0931, 0.0789, 0.0747, -0.1242, -0.1408, -0.1878, -0.1248, -0.1764, -0.1965, -0.1809, -0.1753, -0.0978, -0.1209, -0.1071, -0.0548, -0.096, -0.0883, -0.1121, -0.1031, -0.0978, -0.0861, -0.0359, -0.1144, -0.1765, -0.2388, -0.1472, -0.1365, -0.0947, -0.0947, -0.109, -0.0616, -0.0214, 0.0128, 0.1229, 0.2139, 0.2902, 0.3066, 0.3162, 0.2863, 0.2927, 0.2677, 0.349, 0.2926, 0.2125, 0.2336, 0.1617, 0.257, 0.2285, 0.3101, 0.3808, 0.4079, 0.5189, 0.4183, 0.2566, 0.2627, 0.1862, 0.2253, 0.2573, 0.1812, 0.1423, 0.0987, 0.1149, 0.1843, 0.1613, 0.1613, 0.1657, 0.1478, 0.1764, 0.2057, 0.3741, 0.313, 0.2212, 0.1892, 0.1051, 0.1269, 0.0838, 0.0525, 0.0539, 0.1069, 0.1747, 0.2883, 0.2683, 0.2984, 0.2984, 0.2251, 0.1638, 0.1105, 0.0872, 0.0632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025938785091932347", "ticker_idx": 2, "ts": "2026-02-23T14:20:21+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For AI infrastructure equities such as $NBIS, $CRWV, and $IREN, the expansion of rated construction financing is supportive and should lower net cost of capital", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Expansion of rated construction financing is supportive for AI infrastructure equities NBIS, CRWV, and IREN via lower cost of capital.", "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": "FT - DATA CENTERS SEEK CREDIT RATINGS TO FUND AI BUILDOUT\n\nData center developers are increasingly seeking credit ratings during construction to unlock new funding sources for AI infrastructure expansion.\n\nS&P, Moody’s, Fitch, and KBRA have expanded coverage to projects still being built, often issuing private investment-grade ratings on large construction loans.\n\nThis allows banks to distribute exposure to insurance companies and other institutions restricted to highly rated debt. The traditional project finance market alone is insufficient.\n\nFitch has rated more than 35 data center projects in nine months, averaging roughly $3 billion per deal. Most involve hyperscaler-backed facilities. Roughly two-thirds of projects have achieved investment-grade status, often after structural enhancements that improve credit metrics and tenant protections.\n\nRatings are anchored to long-term leases with major technology counterparties. In some cases, tenants agree to pay rent even if construction is delayed.\n\nLenders are effectively underwriting the hyperscaler’s credit profile rather than the physical asset itself. Project ratings are typically capped by the tenant rating.\n\nAI training facilities carry incremental risk due to specialization and limited repurposing flexibility. However, capital markets appear willing to absorb that risk.\n\nFor AI infrastructure equities such as $NBIS, $CRWV, and $IREN, the expansion of rated construction financing is supportive and should lower net cost of capital.\n\nhttps://t.co/gNw4Bm88du", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05618510467003235, "ret_signed_m1d": -0.05618510467003235, "alpha_spy_m1d": -0.06650181844951808, "alpha_c_m1d": -0.090878606544335, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.034693501874302646, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.06801814635444936, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.004928031834055657, "ret_p1w": -0.02289898977164051, "ret_signed_p1w": -0.02289898977164051, "alpha_spy_p1w": -0.028746032759985995, "alpha_c_p1w": -0.03413486898044016, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.011235879208799648, "ret_p1m": -0.02927293816336196, "ret_signed_p1m": -0.02927293816336196, "alpha_spy_p1m": 0.01091840129648114, "alpha_c_p1m": -0.005683644445823255, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.023589293717538706, "ret_p3m": 0.3706326850029087, "ret_signed_p3m": 0.3706326850029087, "alpha_spy_p3m": 0.27925045091024026, "alpha_c_p3m": 0.34567882106810277, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.02495386393480592, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_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": -0.005683644445823255, "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:2069489358378344745", "ticker_idx": 0, "ts": "2026-06-23T18:34:46+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "slap the buy button dont blink u need me to hold ur hand nephew", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive buy call on SNDK; bullish on memory play.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DannyQuark slap the buy button dont blink u need me to hold ur hand nephew", "reply_text": null, "parent_text": "@RJCcapital How’s $SNDK or is the memory game up? 🤣🤣", "quoted_text": null, "parent_author": "DannyQuark", "ret_m1d": 0.1579395033299844, "ret_signed_m1d": 0.1579395033299844, "alpha_spy_m1d": 0.14320355454899425, "alpha_c_m1d": 0.11472330619892501, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.0432161971310594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025025471205648242, "ret_signed_p1d": -0.025025471205648242, "alpha_spy_p1d": -0.024561954142005127, "alpha_c_p1d": -0.01883621351229925, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.006189257693348993, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6928, -0.6864, -0.7084, -0.6764, -0.6472, -0.6427, -0.6427, -0.631, -0.638, -0.6023, -0.5663, -0.5662, -0.5149, -0.519, -0.5459, -0.5317, -0.531, -0.535, -0.5399, -0.5014, -0.5251, -0.4959, -0.455, -0.4895, -0.458, -0.4416, -0.3955, -0.3604, -0.2838, -0.2819, -0.3176, -0.2043, -0.2119, -0.2605, -0.263, -0.2958, -0.2831, -0.3211, -0.2955, -0.2908, -0.2146, -0.2469, -0.2469, -0.1905, -0.1903, -0.164, -0.1368, -0.103, -0.1259, -0.0673, -0.1039, -0.2059, -0.1638, -0.1615, -0.1632, -0.0418, 0.0084, 0.0735, 0.0142, -0.0024, 0.1126, 0.1126, 0.1579, 0.0, -0.025, 0.1891, 0.0647, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2005805187416613000", "ticker_idx": 0, "ts": "2025-12-30T00:56:37+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Plenty more red days to go for $HIMS and $OSCR bag holders", "tweet_type": "prediction", "timeline": "days", "summary": "Expects further downside for HIMS and OSCR; disagrees with parent's bottom-out 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": "reply_other", "lang": "en", "tweet_text": "@bdinvestingg Plenty more red days to go for $HIMS and $OSCR bag holders", "reply_text": null, "parent_text": "Fintwit has jumped on the $ZETA $PATH $NBIS boat &amp; finally off the $HIMS $OSCR boat. Clockwork \n\nHims &amp; oscar could bottom out soon", "quoted_text": null, "parent_author": "bdinvestingg", "ret_m1d": 0.032082249673776486, "ret_signed_m1d": -0.032082249673776486, "alpha_spy_m1d": -0.030859542874222656, "alpha_c_m1d": -0.030859542874222656, "bench_spy_m1d": 0.0012227067995538299, "bench_c_m1d": 0.0012227067995538299, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01725180626603262, "ret_signed_p1d": 0.01725180626603262, "alpha_spy_p1d": 0.00984295329719509, "alpha_c_p1d": 0.00984295329719509, "bench_spy_p1d": -0.0074088529688375315, "bench_c_p1d": -0.0074088529688375315, "ret_p1w": 0.07324449460920013, "ret_signed_p1w": -0.07324449460920013, "alpha_spy_p1w": -0.06625764964824365, "alpha_c_p1w": -0.06625764964824365, "bench_spy_p1w": 0.006986844960956473, "bench_c_p1w": 0.006986844960956473, "ret_p1m": -0.1322639442536968, "ret_signed_p1m": 0.1322639442536968, "alpha_spy_p1m": 0.14450539178135502, "alpha_c_p1m": 0.14450539178135502, "bench_spy_p1m": 0.012241447527658211, "bench_c_p1m": 0.012241447527658211, "ret_p3m": -0.41343829831255074, "ret_signed_p3m": 0.41343829831255074, "alpha_spy_p3m": 0.3389295468935767, "alpha_c_p3m": 0.3389295468935767, "bench_spy_p3m": -0.07450875141897406, "bench_c_p3m": -0.07450875141897406, "ret_p6m": -0.010290561233855966, "ret_signed_p6m": 0.010290561233855966, "alpha_spy_p6m": 0.08325409349000457, "alpha_c_p6m": 0.08325409349000457, "bench_spy_p6m": 0.0729635322561486, "bench_c_p6m": 0.0729635322561486, "ret_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": -0.07324449460920013, "alpha_spy_stated": -0.06625764964824365, "alpha_c_stated": -0.06625764964824365, "price_path": [0.7515, 0.5902, 0.6574, 0.7545, 0.7606, 0.763, 0.6329, 0.6565, 0.635, 0.8995, 0.7903, 0.5067, 0.5545, 0.4939, 0.4364, 0.4676, 0.4764, 0.4597, 0.4262, 0.4113, 0.3335, 0.3759, 0.3435, 0.2951, 0.3235, 0.2567, 0.2418, 0.2424, 0.2031, 0.181, 0.0911, 0.1192, 0.0769, 0.0975, 0.0844, 0.0176, 0.0505, 0.1435, 0.1226, 0.1622, 0.1622, 0.2034, 0.1353, 0.099, 0.122, 0.2113, 0.1864, 0.184, 0.2052, 0.1465, 0.1432, 0.1262, 0.0972, 0.1156, 0.0584, 0.0524, 0.0763, 0.0608, 0.0533, 0.0493, 0.0493, 0.0384, 0.0321, 0.0, -0.0173, -0.0173, 0.0112, 0.0505, 0.0732, 0.0732, 0.0251, -0.0409, -0.0212, -0.0254, -0.0521, -0.0548, -0.0502, -0.0502, -0.0778, -0.1256, -0.0763, -0.1035, -0.0835, -0.1017, -0.1323, -0.0959, -0.1801, -0.1998, -0.227, -0.2615, -0.2893, -0.3033, -0.415, -0.4782, -0.4949, -0.5218, -0.5067, -0.5067, -0.5076, -0.5206, -0.5212, -0.5269, -0.5306, -0.5321, -0.5212, -0.5278, -0.5605, -0.5012, -0.5212, -0.5021, -0.5194, -0.5236, -0.3293, -0.2896, -0.2167, -0.2785, -0.2503, -0.247, -0.2439, -0.2993, -0.2688, -0.3335, -0.3202, -0.3541, -0.3692, -0.3686, -0.4134, -0.4316, -0.3717, -0.3995, -0.4207, -0.4207, -0.3847, -0.4098, -0.4131, -0.4022, -0.4119, -0.3599, -0.3535, -0.2648, -0.1831, -0.1277, -0.0614, -0.0993, -0.122, -0.148, -0.0751, -0.1105, -0.1553, -0.2031, -0.1777, -0.1704, -0.1746, -0.2031, -0.1864, -0.2237, -0.1444, -0.118, -0.2424, -0.2694, -0.2663, -0.2418, -0.3254, -0.3208, -0.3027, -0.2733, -0.2812, -0.2812, -0.2781, -0.2373, -0.2318, -0.2085, -0.1598, -0.1674, -0.1674, -0.1522, -0.2073, -0.1777, -0.1229, -0.1592, -0.1262, -0.1883, -0.0869, -0.0475, -0.0348, 0.0735, 0.0735, 0.0151, -0.0024, -0.0103]}
{"unit_id": "reply:2005805187416613000", "ticker_idx": 1, "ts": "2025-12-30T00:56:37+00:00", "symbol": "OSCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Plenty more red days to go for $HIMS and $OSCR bag holders", "tweet_type": "prediction", "timeline": "days", "summary": "Expects further downside for HIMS and OSCR; disagrees with parent's bottom-out thesis.", "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": "@bdinvestingg Plenty more red days to go for $HIMS and $OSCR bag holders", "reply_text": null, "parent_text": "Fintwit has jumped on the $ZETA $PATH $NBIS boat &amp; finally off the $HIMS $OSCR boat. Clockwork \n\nHims &amp; oscar could bottom out soon", "quoted_text": null, "parent_author": "bdinvestingg", "ret_m1d": 0.0013783255529897787, "ret_signed_m1d": -0.0013783255529897787, "alpha_spy_m1d": -0.00015561875343594878, "alpha_c_m1d": -0.0005433330093040922, "bench_spy_m1d": 0.0012227067995538299, "bench_c_m1d": 0.0008349925436856864, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009648541772183217, "ret_signed_p1d": 0.009648541772183217, "alpha_spy_p1d": 0.002239688803345685, "alpha_c_p1d": 0.0039959575854217055, "bench_spy_p1d": -0.0074088529688375315, "bench_c_p1d": -0.005652584186761511, "ret_p1w": 0.1385251686544411, "ret_signed_p1w": -0.1385251686544411, "alpha_spy_p1w": -0.13153832369348462, "alpha_c_p1w": -0.12304474101014806, "bench_spy_p1w": 0.006986844960956473, "bench_c_p1w": 0.015480427644293027, "ret_p1m": 0.024810451481639184, "ret_signed_p1m": -0.024810451481639184, "alpha_spy_p1m": -0.012569003953980973, "alpha_c_p1m": -0.03361054337332481, "bench_spy_p1m": 0.012241447527658211, "bench_c_p1m": -0.008800091891685624, "ret_p3m": -0.23225360664372507, "ret_signed_p3m": 0.23225360664372507, "alpha_spy_p3m": 0.157744855224751, "alpha_c_p3m": 0.15625752192544284, "bench_spy_p3m": -0.07450875141897406, "bench_c_p3m": -0.07599608471828223, "ret_p6m": 1.0096484760468694, "ret_signed_p6m": -1.0096484760468694, "alpha_spy_p6m": -0.9366849437907208, "alpha_c_p6m": -1.0162034690096822, "bench_spy_p6m": 0.0729635322561486, "bench_c_p6m": -0.006554992962812922, "ret_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": -0.1385251686544411, "alpha_spy_stated": -0.13153832369348462, "alpha_c_stated": -0.12304474101014806, "price_path": [0.3287, 0.4928, 0.5376, 0.5486, 0.5024, 0.4156, 0.2936, 0.4059, 0.4259, 0.4245, 0.4493, 0.3363, 0.3908, 0.5003, 0.4039, 0.3522, 0.3294, 0.3556, 0.3467, 0.3032, 0.2467, 0.2405, 0.2171, 0.1826, 0.1737, 0.1413, 0.2212, 0.0069, 0.0234, 0.0407, -0.0386, -0.0434, -0.0179, 0.0138, -0.0296, -0.102, -0.071, 0.1365, 0.153, 0.2516, 0.2516, 0.2385, 0.1475, 0.1613, 0.1785, 0.184, 0.1558, 0.153, 0.1688, 0.0744, 0.0937, 0.1461, 0.1123, 0.0827, 0.0606, 0.02, 0.0269, 0.0358, 0.0227, 0.0289, 0.0289, 0.0276, 0.0014, 0.0, -0.0096, -0.0096, 0.0317, 0.142, 0.1385, 0.1358, 0.1647, 0.2219, 0.2171, 0.1978, 0.1502, 0.2006, 0.1406, 0.1406, 0.0972, 0.0613, 0.0813, 0.0806, 0.082, 0.0255, 0.0248, 0.0289, -0.011, -0.0351, -0.0414, -0.0889, -0.1378, -0.1564, -0.1275, -0.1123, -0.0627, -0.0551, -0.0751, -0.0751, -0.0772, -0.0558, -0.0538, -0.0882, -0.142, -0.1523, -0.1075, -0.0586, -0.06, -0.0365, -0.0579, 0.0372, -0.0083, -0.0462, -0.0379, -0.0834, -0.0765, -0.1041, -0.0882, -0.0848, -0.0689, -0.0655, -0.0834, -0.1296, -0.1585, -0.1709, -0.1585, -0.184, -0.2323, -0.2522, -0.2095, -0.1916, -0.1785, -0.1785, -0.1206, -0.1061, 0.009, 0.0021, -0.0041, 0.0669, 0.0538, 0.0744, 0.0772, 0.0882, 0.133, 0.1144, 0.133, 0.1323, 0.1585, 0.184, 0.2433, 0.2357, 0.2722, 0.2743, 0.2798, 0.2364, 0.3673, 0.4383, 0.4686, 0.5162, 0.6354, 0.6278, 0.5955, 0.6072, 0.7436, 0.6899, 0.6141, 0.5258, 0.5603, 0.5603, 0.5086, 0.5155, 0.5389, 0.532, 0.583, 0.4569, 0.4128, 0.6265, 0.6892, 0.8877, 0.8759, 0.9194, 0.9924, 0.9476, 1.0083, 0.9683, 0.9483, 0.9573, 0.9573, 0.9669, 1.0627, 1.0096]}
{"unit_id": "orig:2033641502518468792", "ticker_idx": 0, "ts": "2026-03-16T20:28:12+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 PROJECTS $1 TRILLION AI CHIP REVENUE THROUGH 2027 AS DATA CENTER AI SPENDING SCALES", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares Bloomberg report of Nvidia's $1T cumulative AI chip revenue projection through 2027, implying sustained bullish demand trajectory.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA PROJECTS $1 TRILLION AI CHIP REVENUE THROUGH 2027 AS DATA CENTER AI SPENDING SCALES -BLOOMBERG\n\nNvidia said it expects its Blackwell and Rubin AI processors to generate at least $1 trillion in cumulative revenue through 2027, highlighting the scale of spending tied to global AI infrastructure buildouts. The projection was shared by CEO Jensen Huang during the company’s GTC developer conference.\n\nThe forecast extends Nvidia’s prior outlook, which estimated roughly $500 billion in cumulative AI chip sales through 2026. The updated timeline reflects continued demand from hyperscale cloud providers and enterprises investing heavily in training and inference infrastructure.\n\nManagement emphasized that computing demand tied to artificial intelligence has expanded dramatically as companies deploy increasingly complex models. Nvidia estimates demand for AI computing capacity has increased by roughly one million times over the past two years.\n\nAlongside the revenue outlook, Nvidia introduced new hardware initiatives including the Rubin architecture and a language processing unit technology derived from Groq. The company is also expanding into general-purpose CPUs as data center architectures increasingly combine multiple chip types to run large-scale AI workloads.\n\nhttps://t.co/F5CI8gbQvu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007090721670953037, "ret_signed_m1d": 0.007090721670953037, "alpha_spy_m1d": 0.009714365050109142, "alpha_c_m1d": 0.014548873804246187, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008409798772097021, "ret_signed_p1d": -0.008409798772097021, "alpha_spy_p1d": 0.005543845743160136, "alpha_c_p1d": -0.00032173332262708243, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.03699226573597092, "ret_signed_p1w": -0.03699226573597092, "alpha_spy_p1w": -0.013399050655939826, "alpha_c_p1w": -0.031222238229551058, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": 0.09311278684405955, "ret_signed_p1m": 0.09311278684405955, "alpha_spy_p1m": 0.04680678927323023, "alpha_c_p1m": -0.04829014206831572, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 0.1291659375313836, "ret_signed_p3m": 0.1291659375313836, "alpha_spy_p3m": 0.020360202946912098, "alpha_c_p3m": -0.43291835581998583, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0429, -0.0052, 0.0096, 0.04, 0.0367, 0.0367, 0.0472, 0.0345, 0.0308, 0.0251, 0.0251, 0.038, 0.034, 0.0291, 0.0394, 0.017, 0.0161, 0.0165, 0.0213, 0.0066, 0.0281, 0.0236, 0.0236, -0.0213, 0.0076, 0.0159, 0.0315, 0.0249, 0.0362, 0.0527, 0.0581, 0.0505, 0.0202, -0.0088, -0.0426, -0.0553, 0.0191, 0.0445, 0.0363, 0.0446, 0.0275, 0.0048, 0.0048, 0.0167, 0.0332, 0.0328, 0.0433, 0.0528, 0.06, 0.0749, 0.0162, -0.0261, 0.003, -0.0104, 0.006, 0.0077, -0.0226, 0.0039, 0.0156, 0.0225, 0.0067, -0.0092, 0.0071, 0.0, -0.0084, -0.0185, -0.0507, -0.0346, -0.037, -0.0179, -0.0588, -0.0792, -0.0921, -0.0414, -0.034, -0.025, -0.025, -0.0236, -0.0211, 0.0008, 0.0109, 0.0368, 0.0406, 0.0801, 0.0931, 0.0903, 0.1086, 0.1106, 0.0987, 0.1131, 0.0973, 0.1448, 0.1906, 0.1717, 0.1502, 0.097, 0.0908, 0.091, 0.0801, 0.1424, 0.1625, 0.1829, 0.2062, 0.2135, 0.2413, 0.2958, 0.2385, 0.222, 0.2126, 0.2283, 0.2066, 0.1836, 0.1836, 0.181, 0.1686, 0.1777, 0.1606, 0.2332, 0.2248, 0.1804, 0.2033, 0.1287, 0.1482, 0.1457, 0.1029, 0.1274, 0.1292, 0.1691, 0.1414, 0.1262, 0.1594, 0.1594, 0.1482, 0.1008, 0.0951, 0.0772, 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]}
{"unit_id": "quote:2065132123397198334", "ticker_idx": 0, "ts": "2026-06-11T18:00:41+00:00", "symbol": "HUT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $HUT", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HUT as a Neocloud colo beneficiary of Anthropic's DC leasing expansion.", "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": "quote", "lang": "en", "tweet_text": "I like $HUT", "reply_text": null, "parent_text": null, "quoted_text": "New Anthropic news looks like a potential tailwind for the Neocloud colo sector.\n\nSuch as $WULF, $CIFR, $WYFI, $HUT and others (not named yet). \n\nAs Anthropic is pursuing its first DC leases. \n\n\"The AI company has signed more than a dozen letters of intent with U.S. developers\" https://t.co/LIkHo2QgRs", "parent_author": null, "ret_m1d": -0.09139366758272749, "ret_signed_m1d": -0.09139366758272749, "alpha_spy_m1d": -0.07468088433067877, "alpha_c_m1d": -0.08398198468111906, "bench_spy_m1d": -0.016712783252048724, "bench_c_m1d": -0.00741168290160843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021924194869604285, "ret_signed_p1d": 0.021924194869604285, "alpha_spy_p1d": 0.0165159469680749, "alpha_c_p1d": 0.008241171915648549, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.013683022953955737, "ret_p1w": 0.06989945020604815, "ret_signed_p1w": 0.06989945020604815, "alpha_spy_p1w": 0.05511991402609384, "alpha_c_p1w": 0.051845513116889785, "bench_spy_p1w": 0.014779536179954311, "bench_c_p1w": 0.018053937089158367, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5599, -0.5547, -0.5756, -0.5689, -0.592, -0.5448, -0.5422, -0.5218, -0.5651, -0.5924, -0.6327, -0.5967, -0.5928, -0.5864, -0.5864, -0.5737, -0.5472, -0.4718, -0.4547, -0.4318, -0.4002, -0.3832, -0.3888, -0.3903, -0.356, -0.3209, -0.3416, -0.3058, -0.3228, -0.3391, -0.3491, -0.38, -0.3896, -0.3485, -0.3381, -0.3287, -0.3078, -0.0634, -0.1301, -0.1535, -0.1214, -0.0774, -0.0687, -0.0597, -0.119, -0.1729, -0.1977, -0.1702, -0.095, -0.0895, -0.0895, -0.0324, 0.0114, 0.0682, 0.0733, 0.1382, 0.1437, 0.1288, 0.0984, -0.035, 0.0283, -0.0315, -0.0914, 0.0, 0.0219, 0.0333, 0.0445, 0.0221, 0.0699, 0.0699, 0.0407, 0.0361, -0.0018, 0.0118, 0.0577, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024156205082370252", "ticker_idx": 0, "ts": "2026-02-18T16:17:00+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Compass Point Initiates $NBIS at Buy, PT $150", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Compass Point initiates NBIS at Buy with $150 PT on AI infrastructure thesis post-Russia divestiture.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS - Compass Point Initiates $NBIS at Buy, PT $150\n\nAnalyst comments: \"Headquartered in Amsterdam, Nebius is a full-stack artificial intelligence infrastructure company that sells graphics processing unit compute and its associated software stack through an artificial intelligence cloud platform built for both training and inference. Its current equity story is the result of a hard reset, where trading of formerly Nasdaq-listed Yandex N.V. was suspended on February 28, 2022, and the company re-entered the market after divesting its Russia-based businesses in two closings on May 17, 2024 and July 12, 2024. Nasdaq trading resumed on October 21, 2024 under the Nebius name and NBIS ticker. The divestiture was valued at approximately $5.4 billion and generated $2.8 billion of cash proceeds, effectively turning a complex, geopolitically burdened structure into a cleaner, Netherlands-based artificial intelligence infrastructure platform. The builder DNA carried through, as much of the engineering culture traces to the legacy organization, but the Russia operating footprint was sold in the divestment and the company positions itself today as a separate, internationally focused perimeter. Clarity emerging from the artificial intelligence compute nebula as software and execution become the moat; initiate Buy.\"\n\nAnalyst: Michael Donovan", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04204328369730337, "ret_signed_m1d": -0.04204328369730337, "alpha_spy_m1d": -0.03703082743548369, "alpha_c_m1d": -0.04038520153451064, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.001658082162792729, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05707266585876036, "ret_signed_p1d": 0.05707266585876036, "alpha_spy_p1d": 0.059710010182309925, "alpha_c_p1d": 0.05227293318767767, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": 0.00479973267108269, "ret_p1w": 0.042436145042429985, "ret_signed_p1w": 0.042436145042429985, "alpha_spy_p1w": 0.032440289977098136, "alpha_c_p1w": 0.02576799953969333, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.016668145502736653, "ret_p1m": 0.19371309430396022, "ret_signed_p1m": 0.19371309430396022, "alpha_spy_p1m": 0.23231194902882812, "alpha_c_p1m": 0.20636688627960598, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.012653791975645756, "ret_p3m": 0.9632612438011172, "ret_signed_p3m": 0.9632612438011172, "alpha_spy_p3m": 0.8840275453034503, "alpha_c_p3m": 0.9391465280875408, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.024114715713576373, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19371309430396022, "alpha_spy_stated": 0.23231194902882812, "alpha_c_stated": 0.20636688627960598, "price_path": [-0.1821, -0.0972, -0.1269, -0.0698, -0.0698, -0.0681, -0.0162, -0.0526, -0.0283, 0.0098, -0.0369, -0.0144, -0.0529, -0.0806, -0.0739, -0.1386, -0.2029, -0.2048, -0.2588, -0.2329, -0.1212, -0.0842, -0.1156, -0.1048, -0.1048, -0.1396, -0.1548, -0.1634, -0.1778, -0.1778, -0.1164, -0.0881, -0.0153, -0.0549, -0.0442, -0.038, 0.0543, 0.0357, 0.0018, 0.0205, 0.0681, 0.0681, -0.0247, -0.0288, -0.0486, -0.0717, -0.1016, -0.0386, -0.0135, -0.0677, -0.1632, -0.134, -0.1164, -0.1907, -0.2744, -0.1542, -0.0876, -0.0983, -0.1296, -0.1186, -0.0372, -0.0372, -0.042, 0.0, 0.0571, -0.0381, -0.0117, 0.0077, 0.0424, 0.0303, -0.1042, -0.106, -0.1473, -0.0395, -0.0604, -0.1225, -0.0674, -0.0528, 0.1001, 0.0613, 0.1095, 0.2755, 0.1427, 0.1646, 0.1937, 0.1554, 0.1213, 0.1288, 0.1306, 0.041, -0.0096, -0.0937, 0.0193, 0.0015, 0.069, 0.069, 0.1055, 0.1532, 0.2279, 0.3392, 0.4241, 0.5183, 0.5908, 0.6382, 0.6242, 0.5436, 0.5635, 0.5378, 0.5338, 0.543, 0.4456, 0.424, 0.3311, 0.3869, 0.3579, 0.5176, 0.733, 0.7281, 0.9164, 0.815, 0.7392, 0.8281, 0.7594, 1.0361, 1.1724, 1.1605, 0.9633, 0.9423, 0.8843, 1.1604, 1.1097, 1.1097, 1.0438, 1.0469, 1.2234, 1.27, 1.5983, 1.5597, 1.4723, 1.5508, 1.2378, 1.1415, 1.1623, 1.0795, 1.1831, 1.2825, 1.5547, 1.6041, 1.7594, 1.8162, 1.8162, 1.786, 1.7038, 1.5507, 1.5209, 1.3605, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2002100238518268314", "ticker_idx": 0, "ts": "2025-12-19T19:34:28+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 screaming buy... My top pick heading into 2026", "tweet_type": "prediction", "timeline": "months", "summary": "Strong buy conviction on FLNC as top pick 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": "original", "lang": "en", "tweet_text": "How much more do you want me to tell you that $FLNC is a screaming buy before you finally invest. My top pick heading into 2026", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.032565112642511274, "ret_signed_m1d": -0.032565112642511274, "alpha_spy_m1d": -0.02358301571036958, "alpha_c_m1d": -0.02358301571036958, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.008982096932141692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02454918341394019, "ret_signed_p1d": 0.02454918341394019, "alpha_spy_p1d": 0.0183193795635066, "alpha_c_p1d": 0.0183193795635066, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.006229803850433591, "ret_p1w": 0.012525050674700777, "ret_signed_p1w": 0.012525050674700777, "alpha_spy_p1w": -0.0017566168788039072, "alpha_c_p1w": -0.0017566168788039072, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.014281667553504684, "ret_p1m": 0.3567134852612399, "ret_signed_p1m": 0.3567134852612399, "alpha_spy_p1m": 0.3404482878305517, "alpha_c_p1m": 0.3404482878305517, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.016265197430688216, "ret_p3m": -0.19889777031316835, "ret_signed_p3m": -0.19889777031316835, "alpha_spy_p3m": -0.17074563832282807, "alpha_c_p3m": -0.17074563832282807, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.02815213199034028, "ret_p6m": 0.2114229165464221, "ret_signed_p6m": 0.2114229165464221, "alpha_spy_p6m": 0.09931223195498995, "alpha_c_p6m": 0.09931223195498995, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.11211068459143214, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3567134852612399, "alpha_spy_stated": 0.3404482878305517, "alpha_c_stated": 0.3404482878305517, "price_path": [-0.4885, -0.4399, -0.4123, -0.4033, -0.4289, -0.4589, -0.3262, -0.3462, -0.3091, -0.2355, -0.3071, -0.2505, -0.2535, -0.3442, -0.2039, -0.0757, 0.0741, -0.019, -0.0819, -0.0757, -0.1854, -0.2375, -0.1969, -0.022, -0.0611, -0.0932, 0.016, 0.0256, 0.0521, 0.0426, -0.0391, 0.0381, -0.007, 0.0416, 0.0917, 0.0386, -0.0376, -0.1859, -0.1027, -0.1368, -0.1473, -0.1578, -0.2229, -0.2285, -0.2084, -0.1598, -0.0486, -0.0486, -0.016, -0.0286, 0.0, -0.0055, 0.1693, 0.2004, 0.1453, 0.1994, 0.1929, 0.2921, 0.1117, 0.0782, 0.0676, -0.0696, -0.0326, 0.0, 0.0245, -0.0145, -0.0065, -0.0065, 0.0125, 0.0005, -0.005, -0.009, -0.009, 0.1528, 0.1147, 0.0937, 0.0301, 0.0611, 0.1623, 0.1663, 0.1934, 0.1348, 0.2776, 0.3567, 0.3567, 0.2781, 0.3196, 0.3662, 0.3497, 0.3587, 0.4248, 0.5526, 0.5817, 0.5416, 0.5476, 0.6147, 0.4524, -0.0506, -0.0261, -0.0281, -0.0486, -0.1222, -0.1263, -0.0752, -0.0752, -0.1092, -0.1268, -0.1703, -0.1708, -0.1949, -0.1738, -0.1819, -0.1884, -0.2214, -0.2425, -0.2525, -0.2084, -0.2104, -0.2595, -0.2134, -0.1543, -0.1428, -0.1774, -0.1794, -0.1593, -0.1733, -0.1989, -0.1969, -0.242, -0.2305, -0.1909, -0.1809, -0.2505, -0.2911, -0.3487, -0.3106, -0.3477, -0.3337, -0.3337, -0.3387, -0.3362, -0.3427, -0.3206, -0.3096, -0.3161, -0.2585, -0.238, -0.2495, -0.3219, -0.3672, -0.3602, -0.3236, -0.3226, -0.3297, -0.3307, -0.3813, -0.4073, -0.3898, -0.3893, -0.3823, -0.3642, -0.3206, -0.0496, 0.2104, 0.264, 0.0661, 0.1072, 0.0491, 0.0406, -0.021, -0.1027, -0.0511, 0.0115, 0.0767, 0.0767, 0.0686, 0.0631, 0.0701, -0.0541, 0.3602, 0.3983, 0.245, 0.3602, 0.1478, 0.2059, 0.1754, 0.0832, 0.2164, 0.1879, 0.2114]}
{"unit_id": "quote:2008624421066743893", "ticker_idx": 0, "ts": "2026-01-06T19:39:15+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "She just keeps going ⛷️⛷️ $SNDK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish SNDK; author endorses continued upward momentum.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "She just keeps going ⛷️⛷️ $SNDK", "reply_text": null, "parent_text": null, "quoted_text": "$SNDK Don't Stop. https://t.co/MsLHb2C4Ly", "parent_author": null, "ret_m1d": -0.21608562553396815, "ret_signed_m1d": -0.21608562553396815, "alpha_spy_m1d": -0.21017362682677443, "alpha_c_m1d": -0.2022431035049943, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.013842522028973847, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01124043308896927, "ret_signed_p1d": 0.01124043308896927, "alpha_spy_p1d": 0.014463845370167427, "alpha_c_p1d": 0.012058687131973445, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.000818254043004174, "ret_p1w": 0.11492146587718821, "ret_signed_p1w": 0.11492146587718821, "alpha_spy_p1w": 0.11208830795136171, "alpha_c_p1w": 0.11608068518043213, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.001159219303243919, "ret_p1m": 0.6719102469162959, "ret_signed_p1m": 0.6719102469162959, "alpha_spy_p1m": 0.6800338347942151, "alpha_c_p1m": 0.7300759581188248, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.05816571120252889, "ret_p3m": 1.0066642366424605, "ret_signed_p3m": 1.0066642366424605, "alpha_spy_p3m": 1.0560837421582625, "alpha_c_p3m": 1.0782012306430782, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.07153699400061764, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6719102469162959, "alpha_spy_stated": 0.6800338347942151, "alpha_c_stated": 0.7300759581188248, "price_path": [-0.6291, -0.6656, -0.615, -0.6359, -0.5873, -0.5874, -0.5991, -0.5766, -0.573, -0.5797, -0.5222, -0.4676, -0.4952, -0.498, -0.4155, -0.4399, -0.4299, -0.4079, -0.4435, -0.3808, -0.406, -0.315, -0.2336, -0.2232, -0.1903, -0.3033, -0.2731, -0.2395, -0.2995, -0.2965, -0.4395, -0.4272, -0.3509, -0.3693, -0.3849, -0.3849, -0.3614, -0.3989, -0.4127, -0.444, -0.3899, -0.3465, -0.3551, -0.3723, -0.334, -0.309, -0.4103, -0.4226, -0.4013, -0.4084, -0.3723, -0.3204, -0.3106, -0.2995, -0.2847, -0.2847, -0.2848, -0.3014, -0.3129, -0.3211, -0.3211, -0.2128, -0.2161, 0.0, 0.0112, -0.0432, 0.0795, 0.1134, 0.1149, 0.1092, 0.1705, 0.183, 0.183, 0.296, 0.4338, 0.4399, 0.3552, 0.3466, 0.377, 0.5091, 0.5425, 0.6482, 0.9027, 0.9893, 0.6719, 0.648, 0.7102, 0.6686, 0.5492, 0.7142, 0.8027, 0.7921, 0.7921, 0.6892, 0.7172, 0.7764, 0.859, 0.9063, 0.8263, 0.8087, 0.8645, 0.8172, 0.7707, 0.6172, 0.7134, 0.6177, 0.5083, 0.6839, 0.7701, 0.8746, 0.7699, 0.8923, 1.0125, 1.0598, 1.1557, 1.2083, 1.0299, 1.0092, 1.0092, 0.9388, 0.7252, 0.7614, 0.6374, 0.8172, 0.9813, 1.0067, 1.0067, 1.0726, 1.033, 1.2335, 1.4356, 1.4362, 1.7243, 1.7013, 1.5505, 1.6298, 1.6342, 1.6114, 1.5841, 1.8003, 1.6669, 1.8313, 2.0609, 1.8669, 2.0438, 2.1362, 2.395, 2.592, 3.0223, 3.0328, 2.8325, 3.4686, 3.4263, 3.153, 3.1393, 2.9548, 3.026, 2.8126, 2.9564, 2.983, 3.4111, 3.2293, 3.2293, 3.5464, 3.5475, 3.6954, 3.8479, 4.038, 3.9091, 4.2384, 4.033, 3.4599, 3.6964, 3.7094, 3.6999, 4.3814, 4.6634, 5.0288, 4.6962, 4.6025, 5.2487, 5.2487, 5.5032, 4.6162, 4.4757, 5.6785, 4.9798, null, null, null]}
{"unit_id": "orig:2009377197031870851", "ticker_idx": 0, "ts": "2026-01-08T21:30:30+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have initiated a position. ... the prior earnings do not change the thesis around InP shortages ... For investors with a long horizon and conviction in optical/AI infrastructure demand, this sell-off may present an entry point", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Initiated long AXTI after 30% post-earnings drop; InP shortage thesis intact as structural AI buildout bottleneck.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$AXTI shares are down ~30% after a below-expectations pre-announcement of earnings, but the prior earnings do not change the thesis around InP shortages. I have initiated a position. \n\nAXT is one of the few pure-play suppliers of indium phosphide (InP) substrates, a critical material for high-speed optical communications, silicon photonics, and AI datacenter interconnects, and InP supply constraints are emerging as a structural bottleneck in the AI build-out.  \n\nIf demand for InP remains tight and the company’s role in easing that bottleneck stays intact, the fundamental thesis remains unchanged. For investors with a long horizon and conviction in optical/AI infrastructure demand, this sell-off may present an entry point.\n\ncc: @aleabitoreddit", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.12353197828891327, "ret_signed_m1d": 0.12353197828891327, "alpha_spy_m1d": 0.13010191179923414, "alpha_c_m1d": 0.14984098142919255, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.026309003140279286, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03262287983761569, "ret_signed_p1d": -0.03262287983761569, "alpha_spy_p1d": -0.03419331283827953, "alpha_c_p1d": -0.036322593205094234, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.003699713367478541, "ret_p1w": -0.03914743921228414, "ret_signed_p1w": -0.03914743921228414, "alpha_spy_p1w": -0.03567514147714135, "alpha_c_p1w": -0.06784589610736158, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": 0.02869845689507744, "ret_p1m": 0.2079165173655424, "ret_signed_p1m": 0.2079165173655424, "alpha_spy_p1m": 0.20808943827014148, "alpha_c_p1m": 0.16313466488849615, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": 0.04478185247704625, "ret_p3m": 1.31317967962682, "ret_signed_p3m": 1.31317967962682, "alpha_spy_p3m": 1.336540091525122, "alpha_c_p3m": 1.2265962252787943, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": 0.08658345434802572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2079165173655424, "alpha_spy_stated": 0.20808943827014148, "alpha_c_stated": 0.16313466488849615, "price_path": [-0.8012, -0.8003, -0.7856, -0.8038, -0.7864, -0.7751, -0.7851, -0.7747, -0.7364, -0.7308, -0.7129, -0.6925, -0.6816, -0.6542, -0.632, -0.6285, -0.6042, -0.6142, -0.5885, -0.5459, -0.5407, -0.5224, -0.5459, -0.5459, -0.5542, -0.5694, -0.5602, -0.589, -0.6116, -0.5937, -0.5985, -0.5455, -0.5455, -0.5346, -0.5307, -0.4885, -0.5007, -0.4737, -0.4963, -0.4472, -0.3493, -0.3254, -0.2875, -0.3558, -0.3549, -0.4345, -0.4624, -0.3906, -0.3628, -0.338, -0.3632, -0.3471, -0.3471, -0.3314, -0.3654, -0.3127, -0.2888, -0.2888, -0.271, -0.2749, -0.1227, 0.0487, 0.1235, 0.0, -0.0326, -0.0644, -0.0387, 0.1187, -0.0391, -0.0391, -0.0687, -0.1396, -0.2205, -0.2431, -0.2258, -0.2518, -0.2679, -0.2875, -0.1936, -0.0892, -0.1414, -0.1844, -0.1114, 0.0465, 0.2079, 0.0592, 0.1657, 0.0783, 0.0544, 0.0544, 0.0096, 0.0239, 0.0357, 0.291, 0.2366, 0.5259, 0.7821, 0.6146, 0.6485, 1.0148, 0.8164, 0.702, 0.6877, 0.408, 0.6773, 0.9269, 1.06, 1.0326, 1.1253, 1.1048, 0.9295, 1.1209, 1.5268, 1.3593, 1.803, 1.9769, 1.9295, 1.545, 1.6372, 1.2936, 1.4785, 1.0505, 1.2984, 1.2984, 0.8264, 0.9774, 1.3132, 1.7455, 1.7916, 1.8904, 1.9274, 1.7373, 2.5572, 2.5911, 2.4258, 2.261, 2.7816, 2.274, 2.3127, 2.0513, 1.9887, 2.0913, 2.4458, 3.1757, 3.6107, 3.6781, 3.5598, 3.716, 4.0613, 4.4724, 4.3458, 4.304, 4.0013, 4.3841, 3.6055, 3.91, 3.5502, 4.264, 5.1257, 5.1257, 4.7677, 4.3401, 4.0326, 3.4872, 3.7651, 3.8217, 3.6411, 3.6103, 2.873, 2.9487, 2.4084, 2.7099, 2.8425, 3.2271, 3.8169, 3.047, 3.0065, 2.6786, 2.6786, 3.0209, 2.3889, 2.0509, 2.0039, 2.0513, null, null, null, null, null, null]}
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{"unit_id": "orig:2067701623795658771", "ticker_idx": 0, "ts": "2026-06-18T20:10:57+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS is gonna french kiss $1000 then that will be the top", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS to $1000, after which the author expects a top.", "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": "trust me on this one $NBIS is gonna french kiss $1000 then that will be the top", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010860044599719565, "ret_signed_m1d": 0.010860044599719565, "alpha_spy_m1d": 0.007703130160119809, "alpha_c_m1d": -0.010719589900450854, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.02157963450017042, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029477048705458975, "ret_signed_p1d": -0.029477048705458975, "alpha_spy_p1d": -0.014955094694967364, "alpha_c_p1d": -0.033313807365135784, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": 0.003836758659676809, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5942, -0.6264, -0.6445, -0.6747, -0.6341, -0.6405, -0.6163, -0.6163, -0.6032, -0.5861, -0.5593, -0.5193, -0.4888, -0.455, -0.429, -0.412, -0.417, -0.4459, -0.4388, -0.448, -0.4495, -0.4461, -0.4811, -0.4889, -0.5222, -0.5022, -0.5126, -0.4553, -0.3779, -0.3797, -0.3121, -0.3485, -0.3757, -0.3438, -0.3685, -0.2692, -0.2202, -0.2245, -0.2953, -0.3028, -0.3236, -0.2245, -0.2427, -0.2427, -0.2664, -0.2653, -0.2019, -0.1852, -0.0673, -0.0812, -0.1126, -0.0844, -0.1967, -0.2313, -0.2239, -0.2536, -0.2164, -0.1807, -0.083, -0.0653, -0.0095, 0.0109, 0.0109, 0.0, -0.0295, -0.0844, -0.0951, -0.1527, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2008310774742282716", "ticker_idx": 0, "ts": "2026-01-05T22:52:55+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 I know of a potential candidate", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implies NBIS is the unnamed NVDA robotaxi partner; bullish on the potential tie-up.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS I know of a potential candidate", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA says it’s targeting a robotaxi launch with a partner as soon as 2027, using Level 4 autonomous vehicles in limited, pre-defined areas. \n\nNvidia didn’t name the partner or launch market yet. https://t.co/acN7Z7xPbL", "parent_author": null, "ret_m1d": -0.07392254779160456, "ret_signed_m1d": -0.07392254779160456, "alpha_spy_m1d": -0.06801054908441084, "alpha_c_m1d": -0.0775021465118646, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": 0.0035795987202600354, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.040203500251205226, "ret_signed_p1d": -0.040203500251205226, "alpha_spy_p1d": -0.03698008797000707, "alpha_c_p1d": -0.03815791249315559, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.0020455877580496384, "ret_p1w": 0.051775763687262666, "ret_signed_p1w": 0.051775763687262666, "alpha_spy_p1w": 0.048942605761436164, "alpha_c_p1w": 0.05552593160766961, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.003750167920406944, "ret_p1m": -0.17807261427100196, "ret_signed_p1m": -0.17807261427100196, "alpha_spy_p1m": -0.16994902639308274, "alpha_c_p1m": -0.17355540816833948, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.0045172061026624855, "ret_p3m": 0.08559459311556727, "ret_signed_p3m": 0.08559459311556727, "alpha_spy_p3m": 0.13501409863136915, "alpha_c_p3m": 0.13054095080258088, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.044946357687013605, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17807261427100196, "alpha_spy_stated": -0.16994902639308274, "alpha_c_stated": -0.17355540816833948, "price_path": [0.3232, 0.2927, 0.3514, 0.2784, 0.2553, 0.2275, 0.1317, 0.0874, 0.0403, -0.0162, 0.0591, 0.1698, 0.2513, 0.2154, 0.248, 0.2388, 0.3051, 0.2018, 0.1028, 0.1672, 0.0918, 0.1101, 0.0969, 0.0198, -0.0587, -0.1158, -0.1666, -0.1423, -0.0968, -0.0516, -0.1556, -0.1694, -0.0832, -0.1133, -0.0554, -0.0554, -0.0536, -0.0009, -0.0378, -0.0132, 0.0255, -0.0219, 0.0009, -0.0382, -0.0663, -0.0595, -0.1252, -0.1905, -0.1924, -0.2473, -0.221, -0.1075, -0.0699, -0.1019, -0.0909, -0.0909, -0.1262, -0.1417, -0.1503, -0.165, -0.165, -0.1027, -0.0739, 0.0, -0.0402, -0.0293, -0.023, 0.0707, 0.0518, 0.0174, 0.0364, 0.0847, 0.0847, -0.0095, -0.0137, -0.0338, -0.0573, -0.0876, -0.0236, 0.0019, -0.0532, -0.1501, -0.1205, -0.1027, -0.1781, -0.2631, -0.1411, -0.0734, -0.0843, -0.116, -0.1048, -0.0222, -0.0222, -0.0271, 0.0156, 0.0735, -0.0231, 0.0037, 0.0233, 0.0587, 0.0463, -0.0903, -0.0921, -0.1341, -0.0245, -0.0458, -0.1088, -0.0529, -0.038, 0.1173, 0.0778, 0.1268, 0.2954, 0.1605, 0.1828, 0.2123, 0.1734, 0.1388, 0.1463, 0.1481, 0.0572, 0.0058, -0.0796, 0.0351, 0.0171, 0.0856, 0.0856, 0.1227, 0.1712, 0.247, 0.36, 0.4462, 0.5419, 0.6155, 0.6637, 0.6494, 0.5676, 0.5878, 0.5618, 0.5577, 0.567, 0.4681, 0.4461, 0.3519, 0.4085, 0.379, 0.5412, 0.76, 0.755, 0.9462, 0.8433, 0.7663, 0.8565, 0.7868, 1.0677, 1.2062, 1.1941, 0.9938, 0.9726, 0.9136, 1.194, 1.1426, 1.1426, 1.0756, 1.0787, 1.258, 1.3054, 1.6388, 1.5996, 1.5108, 1.5905, 1.2726, 1.1748, 1.1959, 1.1118, 1.2171, 1.318, 1.5945, 1.6447, 1.8024, 1.86, 1.86, 1.8293, 1.7459, 1.5904, 1.5602, 1.3972, null, null, null]}
{"unit_id": "orig:2035041123425821050", "ticker_idx": 0, "ts": "2026-03-20T17:09:47+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A strike would likely reinforce upward pressure on memory pricing and could further delay normalization in availability across downstream electronics markets", "tweet_type": "analysis", "timeline": "weeks", "summary": "Samsung strike threat tightens already-undersupplied memory market; bullish MU/SNDK on upward pricing pressure, bearish Samsung on production disruption risk.", "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 $SNDK SAMSUNG STRIKE THREAT RAISES RISK OF DEEPER MEMORY SUPPLY TIGHTNESS - REUTERS\n\nSamsung Electronics’ unionized workers in South Korea approved a strike plan, escalating a labor dispute that now carries broader significance for the global memory market. If no agreement is reached, workers plan an 18 day strike beginning May 21, raising the risk of disruption at the world’s largest memory chipmaker.\n\nThe implications extend well beyond Samsung because the company remains one of the industry’s most important sources of DRAM and NAND supply. With memory already tight amid strong AI infrastructure demand, any interruption at Samsung would hit a market that has little buffer capacity left.\n\nThat raises the risk of a sharper supply imbalance across the memory complex, particularly in products tied to data center and AI server buildouts. A strike would likely reinforce upward pressure on memory pricing and could further delay normalization in availability across downstream electronics markets.\n\nAt a high level, the key industry takeaway is that this adds another supply-side risk into an already undersupplied memory cycle. For the sector, the issue is not just lost production at Samsung, but the potential for an existing shortage to become more pronounced across the broader memory ecosystem.\n\nhttps://t.co/p5x7618xxE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05053203316717414, "ret_signed_m1d": 0.05053203316717414, "alpha_spy_m1d": 0.035987835703030324, "alpha_c_m1d": 0.024072545066761375, "bench_spy_m1d": 0.014544197464143815, "bench_c_m1d": 0.026459488100412765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04386378691875292, "ret_signed_p1d": -0.04386378691875292, "alpha_spy_p1d": -0.054363778144229324, "alpha_c_p1d": -0.061070199782554124, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.0172064128638012, "ret_p1w": -0.15530854978223718, "ret_signed_p1w": -0.15530854978223718, "alpha_spy_p1w": -0.13298248206895535, "alpha_c_p1w": -0.1280434083863955, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.027265141395841686, "ret_p1m": 0.060790723610155695, "ret_signed_p1m": 0.060790723610155695, "alpha_spy_p1m": -0.031951650904249895, "alpha_c_p1m": -0.1451145714761286, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.2059052950862843, "ret_p3m": 1.4677895269398102, "ret_signed_p3m": 1.4677895269398102, "alpha_spy_p3m": 1.3253376835067485, "alpha_c_p3m": 0.8459930240002109, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.6217965029395993, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060790723610155695, "alpha_spy_stated": -0.031951650904249895, "alpha_c_stated": -0.1451145714761286, "price_path": [-0.347, -0.3224, -0.3224, -0.3269, -0.3039, -0.308, -0.3251, -0.3251, -0.2541, -0.2619, -0.1879, -0.1971, -0.2267, -0.184, -0.1821, -0.2004, -0.2118, -0.204, -0.1422, -0.1422, -0.1369, -0.0799, -0.0599, -0.055, -0.0799, -0.0299, 0.0293, 0.0305, -0.019, 0.0352, -0.0082, -0.1029, -0.0946, -0.0667, -0.0932, -0.1174, -0.0297, -0.0211, -0.0266, -0.0266, -0.0547, -0.0046, -0.0131, 0.0125, -0.0046, -0.0116, 0.0144, -0.0174, -0.0249, -0.0242, -0.1022, -0.0523, -0.0611, -0.1244, -0.0794, -0.0468, -0.01, -0.0415, 0.0076, 0.0447, 0.0917, 0.0918, 0.0505, 0.0, -0.0439, -0.0647, -0.0965, -0.1595, -0.1553, -0.2387, -0.2008, -0.1298, -0.1336, -0.1336, -0.1064, -0.1068, -0.0378, -0.0029, -0.005, 0.0091, 0.1016, 0.0793, 0.0816, 0.0765, 0.0608, 0.0631, 0.1532, 0.1396, 0.1751, 0.2409, 0.193, 0.2265, 0.2234, 0.2827, 0.3637, 0.5145, 0.5769, 0.5297, 0.7667, 0.8814, 0.8134, 0.9011, 0.8357, 0.7143, 0.6123, 0.653, 0.7316, 0.8028, 0.7766, 0.7766, 1.1193, 1.1963, 1.1847, 1.297, 1.4496, 1.5173, 1.5539, 1.3562, 1.0439, 1.2456, 1.214, 1.1098, 1.3558, 1.3221, 1.5738, 1.4147, 1.4678, 1.6826, 1.6826, 1.8657, 1.4881, 1.4804, 1.8708, 1.6787, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2035041123425821050", "ticker_idx": 1, "ts": "2026-03-20T17:09:47+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK SAMSUNG STRIKE THREAT RAISES RISK OF DEEPER MEMORY SUPPLY TIGHTNESS", "tweet_type": "analysis", "timeline": "weeks", "summary": "Samsung strike threat tightens already-undersupplied memory market; bullish MU/SNDK on upward pricing pressure, bearish Samsung on production disruption risk.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK SAMSUNG STRIKE THREAT RAISES RISK OF DEEPER MEMORY SUPPLY TIGHTNESS - REUTERS\n\nSamsung Electronics’ unionized workers in South Korea approved a strike plan, escalating a labor dispute that now carries broader significance for the global memory market. If no agreement is reached, workers plan an 18 day strike beginning May 21, raising the risk of disruption at the world’s largest memory chipmaker.\n\nThe implications extend well beyond Samsung because the company remains one of the industry’s most important sources of DRAM and NAND supply. With memory already tight amid strong AI infrastructure demand, any interruption at Samsung would hit a market that has little buffer capacity left.\n\nThat raises the risk of a sharper supply imbalance across the memory complex, particularly in products tied to data center and AI server buildouts. A strike would likely reinforce upward pressure on memory pricing and could further delay normalization in availability across downstream electronics markets.\n\nAt a high level, the key industry takeaway is that this adds another supply-side risk into an already undersupplied memory cycle. For the sector, the issue is not just lost production at Samsung, but the potential for an existing shortage to become more pronounced across the broader memory ecosystem.\n\nhttps://t.co/p5x7618xxE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08789505988576263, "ret_signed_m1d": 0.08789505988576263, "alpha_spy_m1d": 0.07335086242161881, "alpha_c_m1d": 0.06468574015935591, "bench_spy_m1d": 0.014544197464143815, "bench_c_m1d": 0.02320931972640672, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010173213727788455, "ret_signed_p1d": -0.010173213727788455, "alpha_spy_p1d": -0.020673204953264857, "alpha_c_p1d": -0.023701713890991516, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.013528500163203061, "ret_p1w": -0.1322793845039284, "ret_signed_p1w": -0.1322793845039284, "alpha_spy_p1w": -0.10995331679064657, "alpha_c_p1w": -0.09378087085597964, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.03849851364794876, "ret_p1m": 0.28646910888124233, "ret_signed_p1m": 0.28646910888124233, "alpha_spy_p1m": 0.19372673436683674, "alpha_c_p1m": 0.14261399567303168, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.14385511320821065, "ret_p3m": 1.7600005469608457, "ret_signed_p3m": 1.7600005469608457, "alpha_spy_p3m": 1.617548703527784, "alpha_c_p3m": 1.3849468855420406, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.37505366141880514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28646910888124233, "alpha_spy_stated": 0.19372673436683674, "alpha_c_stated": 0.14261399567303168, "price_path": [-0.6549, -0.6476, -0.6476, -0.6477, -0.6558, -0.6615, -0.6655, -0.6655, -0.6122, -0.6138, -0.5074, -0.5018, -0.5286, -0.4682, -0.4515, -0.4507, -0.4536, -0.4234, -0.4172, -0.4172, -0.3615, -0.2937, -0.2906, -0.3324, -0.3366, -0.3217, -0.2566, -0.2401, -0.188, -0.0627, -0.02, -0.1764, -0.1881, -0.1575, -0.178, -0.2368, -0.1555, -0.1119, -0.1172, -0.1172, -0.1678, -0.154, -0.1249, -0.0842, -0.0609, -0.1003, -0.109, -0.0815, -0.1048, -0.1277, -0.2033, -0.1559, -0.2031, -0.257, -0.1705, -0.128, -0.0765, -0.1281, -0.0678, -0.0086, 0.0147, 0.062, 0.0879, 0.0, -0.0102, -0.0102, -0.0449, -0.1501, -0.1323, -0.1933, -0.1048, -0.0239, -0.0114, -0.0114, 0.021, 0.0015, 0.1003, 0.1999, 0.2002, 0.3421, 0.3308, 0.2565, 0.2956, 0.2977, 0.2865, 0.273, 0.3795, 0.3138, 0.3948, 0.5079, 0.4123, 0.4995, 0.545, 0.6725, 0.7695, 0.9815, 0.9867, 0.888, 1.2014, 1.1806, 1.0459, 1.0392, 0.9483, 0.9834, 0.8782, 0.9491, 0.9622, 1.1731, 1.0835, 1.0835, 1.2397, 1.2403, 1.3131, 1.3883, 1.4819, 1.4184, 1.5806, 1.4794, 1.1971, 1.3136, 1.32, 1.3154, 1.6511, 1.79, 1.97, 1.8061, 1.76, 2.0784, 2.0784, 2.2037, 1.7668, 1.6975, 2.2901, 1.9459, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014768563102331087", "ticker_idx": 1, "ts": "2026-01-23T18:33:52+00:00", "symbol": "COPX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FCX $COPX", "tweet_type": "news_reaction", "timeline": "years", "summary": "Endorses copper supercycle thesis by tagging FCX and COPX ETF as plays on coming copper shortage from 2027.", "resolved_tickers": ["COPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "qct", "tweet_text": "$FCX $COPX", "reply_text": null, "parent_text": null, "quoted_text": "This is insane..\n\nBernstein predicts that copper shortage will start in 2027 and progressively deepen by 2050.\n\nDemand will explode but supply will be limited as the operating mines are being depleted and getting permits for new ones is very hard.\n\nCopper supercycle is coming. https://t.co/bqiDPzeicO", "parent_author": null, "ret_m1d": -0.043948362811452646, "ret_signed_m1d": -0.043948362811452646, "alpha_spy_m1d": -0.043585759151586134, "alpha_c_m1d": -0.043585759151586134, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": -0.00036260365986651166, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02406696481120374, "ret_signed_p1d": 0.02406696481120374, "alpha_spy_p1d": 0.01898873304933102, "alpha_c_p1d": 0.01898873304933102, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": 0.00507823176187272, "ret_p1w": -0.013951918937707308, "ret_signed_p1w": -0.013951918937707308, "alpha_spy_p1w": -0.017927472346742634, "alpha_c_p1w": -0.017927472346742634, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.003975553409035326, "ret_p1m": 0.05627248247505667, "ret_signed_p1m": 0.05627248247505667, "alpha_spy_p1m": 0.06619649862440702, "alpha_c_p1m": 0.06619649862440702, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": -0.009924016149350345, "ret_p3m": -0.01290548288318194, "ret_signed_p3m": -0.01290548288318194, "alpha_spy_p3m": -0.047614389508065735, "alpha_c_p3m": -0.047614389508065735, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.034708906624883795, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.2975, -0.2861, -0.2944, -0.2984, -0.316, -0.3419, -0.3263, -0.3179, -0.3085, -0.2896, -0.2957, -0.2807, -0.2986, -0.3053, -0.3188, -0.3327, -0.3201, -0.3476, -0.3367, -0.3183, -0.3112, -0.2927, -0.2927, -0.2695, -0.2632, -0.2656, -0.2335, -0.2366, -0.2274, -0.2339, -0.24, -0.2223, -0.2144, -0.2259, -0.2189, -0.2238, -0.219, -0.2144, -0.2014, -0.1758, -0.16, -0.1622, -0.1622, -0.1399, -0.1709, -0.1571, -0.1653, -0.1653, -0.1506, -0.1088, -0.0923, -0.1175, -0.1208, -0.0985, -0.0691, -0.0717, -0.0421, -0.0462, -0.0609, -0.0609, -0.0437, -0.0237, -0.0439, 0.0, 0.0241, 0.0513, 0.0694, 0.0956, -0.014, -0.0094, 0.0552, 0.007, -0.0546, -0.0155, 0.0351, 0.0258, 0.0478, 0.0133, 0.0224, 0.0224, -0.0143, 0.0076, 0.0013, 0.0358, 0.0563, 0.0856, 0.1052, 0.0981, 0.1127, 0.0882, 0.0117, 0.025, -0.0431, -0.0705, -0.0438, -0.0343, -0.0433, -0.0729, -0.1118, -0.0855, -0.0942, -0.1288, -0.1585, -0.1968, -0.1449, -0.1513, -0.1206, -0.1758, -0.1674, -0.1774, -0.1123, -0.0914, -0.1064, -0.1064, -0.108, -0.1078, -0.0463, -0.0517, -0.029, -0.0133, 0.0049, 0.0008, 0.0023, 0.0137, 0.0028, -0.0528, -0.0129, -0.0413, -0.0423, -0.0501, -0.0851, -0.0963, -0.0744, -0.0809, -0.1088, -0.0907, -0.0284, -0.0395, -0.0005, 0.0184, 0.0553, 0.0686, 0.0392, -0.0344, -0.0484, -0.0772, -0.043, -0.0348, -0.0309, -0.0309, 0.0174, 0.0009, 0.0283, 0.0248, 0.0471, 0.0889, 0.0493, 0.0489, -0.0624, -0.0549, -0.0682, -0.0995, -0.0331, -0.0005, 0.0442, 0.0439, 0.0087, -0.0062, -0.0062, -0.013, -0.0759, -0.1199, -0.1108, -0.1143, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028674343580938615", "ticker_idx": 0, "ts": "2026-03-03T03:30:29+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "commentary points to three key themes: sustained net deposit strength, expanding AI-driven cost efficiency, and accelerating adoption across banking and credit products, reinforcing HOOD's positioning as a diversified retail financial platform", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HOOD on strong net deposits, AI efficiency gains, and accelerating banking/credit adoption reinforcing its diversified fintech platform.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$HOOD: STRONG NET DEPOSITS, AI-DRIVEN EFFICIENCY GAINS, AND ACCELERATING BANKING ADOPTION\n\nHOOD participated in the Citizens JMP Technology Conference, where management highlighted continued strength in customer engagement and net funding trends. The company reported over $5.5B in net deposits in February alone, bringing year-to-date net deposits to more than $10B. Equities and options trading were both up year-over-year in February, with crypto activity also increasing month-over-month, suggesting broad-based engagement across asset classes despite market volatility.\n\nManagement characterized customers as “leaning in” during periods of volatility, with retail behavior described as net buying and portfolio rebalancing rather than de-risking. From an institutional perspective, the deposit momentum and trading activity point to sustained platform engagement and healthy asset gathering trends entering the quarter.\n\nOn AI, management reiterated that the firm views itself as structurally positioned to benefit from artificial intelligence across both product development and operations. The company was an early adopter of OpenAI Enterprise and is seeing measurable productivity gains in software development. Operationally, AI is now handling approximately 75% of customer service tickets, with expanding applications across fraud and account operations. The implication is incremental scale efficiency as volumes grow, with operating leverage potential over time.\n\nFinally, management emphasized momentum in the company’s broader “financial super app” strategy. The credit card has surpassed 600,000 customers, while the newly launched banking product has already doubled assets since the last earnings call, exceeding $400M in deposits with roughly a 50% direct deposit rate. Banking is described as faster to scale than credit cards, given underwriting complexity, and management expects accelerated growth as rollout continues.\n\nTaken together, commentary points to three key themes: sustained net deposit strength, expanding AI-driven cost efficiency, and accelerating adoption across banking and credit products, reinforcing HOOD’s positioning as a diversified retail financial platform.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03562507026875994, "ret_signed_m1d": 0.03562507026875994, "alpha_spy_m1d": 0.026732437459420222, "alpha_c_m1d": 0.03386762862292292, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.0017574416458370212, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08071512310083784, "ret_signed_p1d": 0.08071512310083784, "alpha_spy_p1d": 0.0736597671425403, "alpha_c_p1d": 0.07505216374192014, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.005662959358917696, "ret_p1w": 0.03233862356174089, "ret_signed_p1w": 0.03233862356174089, "alpha_spy_p1w": 0.03696883901404102, "alpha_c_p1w": 0.054795106218481715, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.022456482656740828, "ret_p1m": -0.0783488774600084, "ret_signed_p1m": -0.0783488774600084, "alpha_spy_p1m": -0.04409991206125907, "alpha_c_p1m": -0.04874804512843178, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.02960083233157662, "ret_p3m": 0.2396477380053672, "ret_signed_p3m": 0.2396477380053672, "alpha_spy_p3m": 0.12468016836341111, "alpha_c_p3m": 0.22724503877335933, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.012402699232007874, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0783488774600084, "alpha_spy_stated": -0.04409991206125907, "alpha_c_stated": -0.04874804512843178, "price_path": [0.802, 0.7346, 0.7935, 0.784, 0.7834, 0.6219, 0.5709, 0.5152, 0.5696, 0.5223, 0.5402, 0.5952, 0.6086, 0.5806, 0.5833, 0.5833, 0.5529, 0.5437, 0.5177, 0.4868, 0.4868, 0.5145, 0.6201, 0.5998, 0.5377, 0.5169, 0.5153, 0.5449, 0.5806, 0.5732, 0.4506, 0.4295, 0.4295, 0.3906, 0.3924, 0.3967, 0.4065, 0.4066, 0.3835, 0.3593, 0.3309, 0.3077, 0.1819, 0.1446, 0.0598, -0.0446, 0.0887, 0.1379, 0.1253, 0.025, -0.0651, -0.0013, -0.0013, -0.0083, -0.0113, -0.0055, 0.0005, -0.0564, -0.0352, 0.0192, 0.0444, -0.0029, 0.0356, 0.0, 0.0807, 0.059, 0.0134, 0.0431, 0.0323, 0.0344, 0.0007, -0.0352, -0.01, 0.0168, -0.0154, -0.0251, -0.0681, -0.0471, -0.0919, -0.0464, -0.0752, -0.1321, -0.1434, -0.089, -0.0783, -0.0943, -0.0943, -0.0827, -0.0844, -0.0557, -0.0782, -0.0904, -0.0578, 0.0397, 0.1479, 0.1417, 0.193, 0.1999, 0.1362, 0.1625, 0.0982, 0.1136, 0.1036, 0.0789, -0.064, -0.0418, -0.0317, 0.0063, 0.0126, 0.0392, 0.0028, 0.0126, 0.0619, 0.0289, 0.0089, 0.0609, 0.0141, 0.0142, -0.0251, -0.0041, -0.002, -0.0319, -0.0319, -0.026, 0.0021, 0.1153, 0.2396, 0.1927, 0.1589, 0.0891, 0.1612, 0.0841, 0.1179, 0.1012, 0.1353, 0.2124, 0.2251, 0.2899, 0.2713, 0.3829, 0.4217, 0.4217, 0.3896, 0.3573, 0.2776, 0.2287, 0.2974, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2008541270772158783", "ticker_idx": 0, "ts": "2026-01-06T14:08:50+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NORTHLAND NAMES $NBIS TOP PICK. SEES SHARES DOUBLING. Northland Securities reiterates Nebius as a top 2026 pick with a $211 price target, implying more than 2x upside", "tweet_type": "news_reaction", "timeline": "months", "summary": "Northland reiterates NBIS top 2026 pick, PT $211 (2x+ upside); MSFT contract de-risks debt, power visibility improving, contract risk overdiscounted.", "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": "🚨 JUST IN: NORTHLAND NAMES $NBIS TOP PICK. SEES SHARES DOUBLING.\n\nNorthland Securities reiterates Nebius as a top 2026 pick with a $211 price target, implying more than 2x upside. The thesis rests on debt effectively underwritten by the $17B Microsoft contract and increasing visibility into roughly 2.5GW of power sourcing, the real bottleneck in AI infrastructure.\n\nConcerns around the three-month growing period to secure debt appear overstated. Northland’s checks point to near-zero risk of MSFT walking away or invoking credits, and a very low probability of service-level issues. In short, contract risk is being over-discounted while strategic positioning is not.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07392254779160456, "ret_signed_m1d": -0.07392254779160456, "alpha_spy_m1d": -0.06801054908441084, "alpha_c_m1d": -0.0775021465118646, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": 0.0035795987202600354, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.040203500251205226, "ret_signed_p1d": -0.040203500251205226, "alpha_spy_p1d": -0.03698008797000707, "alpha_c_p1d": -0.03815791249315559, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.0020455877580496384, "ret_p1w": 0.051775763687262666, "ret_signed_p1w": 0.051775763687262666, "alpha_spy_p1w": 0.048942605761436164, "alpha_c_p1w": 0.05552593160766961, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.003750167920406944, "ret_p1m": -0.17807261427100196, "ret_signed_p1m": -0.17807261427100196, "alpha_spy_p1m": -0.16994902639308274, "alpha_c_p1m": -0.17355540816833948, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.0045172061026624855, "ret_p3m": 0.08559459311556727, "ret_signed_p3m": 0.08559459311556727, "alpha_spy_p3m": 0.13501409863136915, "alpha_c_p3m": 0.13054095080258088, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.044946357687013605, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17807261427100196, "alpha_spy_stated": -0.16994902639308274, "alpha_c_stated": -0.17355540816833948, "price_path": [0.3232, 0.2927, 0.3514, 0.2784, 0.2553, 0.2275, 0.1317, 0.0874, 0.0403, -0.0162, 0.0591, 0.1698, 0.2513, 0.2154, 0.248, 0.2388, 0.3051, 0.2018, 0.1028, 0.1672, 0.0918, 0.1101, 0.0969, 0.0198, -0.0587, -0.1158, -0.1666, -0.1423, -0.0968, -0.0516, -0.1556, -0.1694, -0.0832, -0.1133, -0.0554, -0.0554, -0.0536, -0.0009, -0.0378, -0.0132, 0.0255, -0.0219, 0.0009, -0.0382, -0.0663, -0.0595, -0.1252, -0.1905, -0.1924, -0.2473, -0.221, -0.1075, -0.0699, -0.1019, -0.0909, -0.0909, -0.1262, -0.1417, -0.1503, -0.165, -0.165, -0.1027, -0.0739, 0.0, -0.0402, -0.0293, -0.023, 0.0707, 0.0518, 0.0174, 0.0364, 0.0847, 0.0847, -0.0095, -0.0137, -0.0338, -0.0573, -0.0876, -0.0236, 0.0019, -0.0532, -0.1501, -0.1205, -0.1027, -0.1781, -0.2631, -0.1411, -0.0734, -0.0843, -0.116, -0.1048, -0.0222, -0.0222, -0.0271, 0.0156, 0.0735, -0.0231, 0.0037, 0.0233, 0.0587, 0.0463, -0.0903, -0.0921, -0.1341, -0.0245, -0.0458, -0.1088, -0.0529, -0.038, 0.1173, 0.0778, 0.1268, 0.2954, 0.1605, 0.1828, 0.2123, 0.1734, 0.1388, 0.1463, 0.1481, 0.0572, 0.0058, -0.0796, 0.0351, 0.0171, 0.0856, 0.0856, 0.1227, 0.1712, 0.247, 0.36, 0.4462, 0.5419, 0.6155, 0.6637, 0.6494, 0.5676, 0.5878, 0.5618, 0.5577, 0.567, 0.4681, 0.4461, 0.3519, 0.4085, 0.379, 0.5412, 0.76, 0.755, 0.9462, 0.8433, 0.7663, 0.8565, 0.7868, 1.0677, 1.2062, 1.1941, 0.9938, 0.9726, 0.9136, 1.194, 1.1426, 1.1426, 1.0756, 1.0787, 1.258, 1.3054, 1.6388, 1.5996, 1.5108, 1.5905, 1.2726, 1.1748, 1.1959, 1.1118, 1.2171, 1.318, 1.5945, 1.6447, 1.8024, 1.86, 1.86, 1.8293, 1.7459, 1.5904, 1.5602, 1.3972, null, null, null]}
{"unit_id": "orig:2066246803142447497", "ticker_idx": 0, "ts": "2026-06-14T19:50:01+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the underlying content expansion remains intact. For $LITE, $COHR and $GLW, the debate is not whether AI infrastructure requires more optics, but how quickly that demand converts into revenue as architectures evolve", "tweet_type": "analysis", "timeline": "quarters", "summary": "Adopts Morgan Stanley's view: optical content per GPU keeps rising regardless of CPO/NPO architecture timing; LITE, COHR, GLW are long-term beneficiaries.", "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": "Morgan Stanley: “Optical Content Growing.  Regardless of Architecture.”\n\nMorgan Stanley’s latest optical report pushes back on the idea that the CPO vs. NPO debate changes the broader demand trajectory for optical content. The core argument is that investors may be over-indexing on architecture timing, while the more important variable remains bandwidth growth. Whether the market ultimately scales through pluggable optics, NPO, CPO, OBO, or hybrid architectures, the need for higher bandwidth should continue to drive more optical engines, lasers, and related content per GPU/rack.\n\nThe report acknowledges that CPO adoption has meaningful timing and execution uncertainty. Packaging complexity, lower yields, troubleshooting difficulty, ecosystem immaturity, and customer reluctance around serviceability all remain real constraints. That is why Morgan Stanley frames the current debate less as a question of whether optics wins and more as a question of when and through which architecture the industry scales.\n\nImportantly, the report still points to optical content rising materially as AI networks move from current architectures toward copper/CPO hybrid and eventually fuller CPO configurations. Morgan Stanley estimates optical engines per GPU increase substantially across each step of that architecture transition, with the demand driver tied less to a specific design choice and more to the underlying bandwidth requirement.\n\nThe market reaction in optical names appears to reflect concern that slower CPO timing could delay the upside case. Morgan Stanley’s framing is more balanced: conservative assumptions on CPO timing may keep stocks away from the most aggressive bull cases for now, but the underlying content expansion remains intact. For $LITE, $COHR and $GLW, the debate is not whether AI infrastructure requires more optics, but how quickly that demand converts into revenue as architectures evolve.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.037273821653695416, "ret_signed_m1d": -0.037273821653695416, "alpha_spy_m1d": -0.01994542026827939, "alpha_c_m1d": -0.01994542026827939, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.017328401385416026, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08553759320352317, "ret_signed_p1d": -0.08553759320352317, "alpha_spy_p1d": -0.07957603035928906, "alpha_c_p1d": -0.07957603035928906, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.005961562844234103, "ret_p1w": -0.06613806172378223, "ret_signed_p1w": -0.06613806172378223, "alpha_spy_p1w": -0.054847751172550474, "alpha_c_p1w": -0.054847751172550474, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.011290310551231753, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2679, -0.1934, -0.2621, -0.2385, -0.1622, -0.1881, -0.2804, -0.2659, -0.316, -0.2658, -0.2012, -0.1362, -0.1362, -0.1932, -0.1478, -0.064, -0.0659, -0.0626, -0.0899, -0.1091, -0.1392, -0.069, -0.066, -0.0649, -0.1257, -0.0874, -0.1153, -0.079, -0.1019, -0.1733, -0.1033, -0.0574, -0.0076, 0.0198, 0.039, -0.0135, -0.0675, -0.0558, 0.1001, 0.0367, 0.0764, 0.0466, 0.0141, -0.0755, -0.0701, -0.0932, 0.0076, -0.0108, -0.0108, -0.0485, -0.0574, -0.1009, -0.1068, -0.0546, 0.0751, -0.0201, -0.0127, -0.0978, -0.0646, -0.1415, -0.1086, -0.0707, -0.0373, 0.0, -0.0855, -0.0912, -0.112, -0.112, -0.0661, -0.1351, -0.1198, -0.0995, -0.1465, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066246803142447497", "ticker_idx": 1, "ts": "2026-06-14T19:50:01+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the underlying content expansion remains intact. For $LITE, $COHR and $GLW, the debate is not whether AI infrastructure requires more optics, but how quickly that demand converts into revenue as architectures evolve", "tweet_type": "analysis", "timeline": "quarters", "summary": "Adopts Morgan Stanley's view: optical content per GPU keeps rising regardless of CPO/NPO architecture timing; LITE, COHR, GLW are long-term beneficiaries.", "resolved_tickers": ["COHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "Morgan Stanley: “Optical Content Growing.  Regardless of Architecture.”\n\nMorgan Stanley’s latest optical report pushes back on the idea that the CPO vs. NPO debate changes the broader demand trajectory for optical content. The core argument is that investors may be over-indexing on architecture timing, while the more important variable remains bandwidth growth. Whether the market ultimately scales through pluggable optics, NPO, CPO, OBO, or hybrid architectures, the need for higher bandwidth should continue to drive more optical engines, lasers, and related content per GPU/rack.\n\nThe report acknowledges that CPO adoption has meaningful timing and execution uncertainty. Packaging complexity, lower yields, troubleshooting difficulty, ecosystem immaturity, and customer reluctance around serviceability all remain real constraints. That is why Morgan Stanley frames the current debate less as a question of whether optics wins and more as a question of when and through which architecture the industry scales.\n\nImportantly, the report still points to optical content rising materially as AI networks move from current architectures toward copper/CPO hybrid and eventually fuller CPO configurations. Morgan Stanley estimates optical engines per GPU increase substantially across each step of that architecture transition, with the demand driver tied less to a specific design choice and more to the underlying bandwidth requirement.\n\nThe market reaction in optical names appears to reflect concern that slower CPO timing could delay the upside case. Morgan Stanley’s framing is more balanced: conservative assumptions on CPO timing may keep stocks away from the most aggressive bull cases for now, but the underlying content expansion remains intact. For $LITE, $COHR and $GLW, the debate is not whether AI infrastructure requires more optics, but how quickly that demand converts into revenue as architectures evolve.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06961627153860461, "ret_signed_m1d": -0.06961627153860461, "alpha_spy_m1d": -0.05228787015318859, "alpha_c_m1d": -0.03317016354907443, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07498066657134228, "ret_signed_p1d": -0.07498066657134228, "alpha_spy_p1d": -0.06901910372710818, "alpha_c_p1d": -0.0470855750560063, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.02812684793988285, "ret_signed_p1w": 0.02812684793988285, "alpha_spy_p1w": 0.0394171584911146, "alpha_c_p1w": 0.025055201683416906, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3785, -0.3341, -0.3871, -0.3837, -0.3419, -0.3426, -0.4121, -0.4117, -0.4692, -0.4244, -0.4012, -0.3762, -0.3762, -0.3881, -0.3836, -0.3191, -0.3133, -0.257, -0.2559, -0.2427, -0.2553, -0.2074, -0.1663, -0.1603, -0.1693, -0.1531, -0.184, -0.1879, -0.2231, -0.2655, -0.2632, -0.2275, -0.2038, -0.2029, -0.1887, -0.1671, -0.2287, -0.1899, -0.0825, -0.0962, -0.0245, -0.0215, -0.0759, -0.1233, -0.1455, -0.1337, -0.0866, -0.0876, -0.0876, -0.0785, -0.0813, -0.0891, -0.1265, -0.1231, 0.0315, 0.0087, 0.0195, -0.089, -0.0288, -0.1399, -0.1427, -0.1214, -0.0696, 0.0, -0.075, -0.0845, -0.0586, -0.0586, 0.0281, -0.0788, -0.0516, -0.0159, -0.0804, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066246803142447497", "ticker_idx": 2, "ts": "2026-06-14T19:50:01+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the underlying content expansion remains intact. For $LITE, $COHR and $GLW, the debate is not whether AI infrastructure requires more optics, but how quickly that demand converts into revenue as architectures evolve", "tweet_type": "analysis", "timeline": "quarters", "summary": "Adopts Morgan Stanley's view: optical content per GPU keeps rising regardless of CPO/NPO architecture timing; LITE, COHR, GLW are long-term beneficiaries.", "resolved_tickers": ["GLW"], "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": "Morgan Stanley: “Optical Content Growing.  Regardless of Architecture.”\n\nMorgan Stanley’s latest optical report pushes back on the idea that the CPO vs. NPO debate changes the broader demand trajectory for optical content. The core argument is that investors may be over-indexing on architecture timing, while the more important variable remains bandwidth growth. Whether the market ultimately scales through pluggable optics, NPO, CPO, OBO, or hybrid architectures, the need for higher bandwidth should continue to drive more optical engines, lasers, and related content per GPU/rack.\n\nThe report acknowledges that CPO adoption has meaningful timing and execution uncertainty. Packaging complexity, lower yields, troubleshooting difficulty, ecosystem immaturity, and customer reluctance around serviceability all remain real constraints. That is why Morgan Stanley frames the current debate less as a question of whether optics wins and more as a question of when and through which architecture the industry scales.\n\nImportantly, the report still points to optical content rising materially as AI networks move from current architectures toward copper/CPO hybrid and eventually fuller CPO configurations. Morgan Stanley estimates optical engines per GPU increase substantially across each step of that architecture transition, with the demand driver tied less to a specific design choice and more to the underlying bandwidth requirement.\n\nThe market reaction in optical names appears to reflect concern that slower CPO timing could delay the upside case. Morgan Stanley’s framing is more balanced: conservative assumptions on CPO timing may keep stocks away from the most aggressive bull cases for now, but the underlying content expansion remains intact. For $LITE, $COHR and $GLW, the debate is not whether AI infrastructure requires more optics, but how quickly that demand converts into revenue as architectures evolve.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.046199742968839885, "ret_signed_m1d": -0.046199742968839885, "alpha_spy_m1d": -0.02887134158342386, "alpha_c_m1d": -0.0097536349793097, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05567386865031998, "ret_signed_p1d": -0.05567386865031998, "alpha_spy_p1d": -0.04971230580608588, "alpha_c_p1d": -0.027778777134984, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.116829872140642, "ret_signed_p1w": 0.116829872140642, "alpha_spy_p1w": 0.12812018269187375, "alpha_c_p1w": 0.11375822588417606, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3099, -0.2928, -0.3379, -0.304, -0.2453, -0.2222, -0.2809, -0.2729, -0.3168, -0.2774, -0.2433, -0.2139, -0.2139, -0.2214, -0.2107, -0.1226, -0.0976, -0.09, -0.0691, -0.0816, -0.1057, -0.1174, -0.1264, -0.1211, -0.1207, -0.1031, -0.0992, -0.0653, -0.1071, -0.1866, -0.1927, -0.1272, -0.1589, -0.1499, -0.1385, -0.0351, -0.0307, -0.0065, 0.1022, 0.0535, 0.0975, 0.1069, 0.0194, -0.0511, -0.0656, -0.0397, 0.0198, 0.0313, 0.0313, 0.0425, 0.0145, -0.0276, -0.0358, -0.0595, 0.0666, 0.0686, 0.0523, -0.0548, -0.0018, -0.0742, -0.1049, -0.0603, -0.0462, 0.0, -0.0557, -0.0664, 0.0375, 0.0375, 0.1168, 0.0329, 0.0955, 0.2136, 0.1765, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2008279399171281087", "ticker_idx": 0, "ts": "2026-01-05T20:48:15+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If execution continues and SpaceX has a blockbuster IPO we're going to $250 trust me", "tweet_type": "prediction", "timeline": "years", "summary": "Long RKLB to $250 on Neutron launch catalyst, Flatellite optionality, and SpaceX IPO valuation reset ahead.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB is a good example of why paying attention pays off. The stock started the session deeply red before methodically clawing its way back to positive.\n\nZooming out, Rocket Lab is now up roughly 53 percent over the past month. \n\nI just want to remind everyone that thinks this is losing steam that this move has occurred BEFORE the launch of Rocket Lab next major growth driver, Neutron, its reusable medium lift rocket targeted for first quarter 2026. \n\nThis is also before any real progress on Flatellite, which remains an underappreciated optionality in Rocket Lab’s long term space systems strategy. None of that upside is reflected in current financials, guidance, or consensus models.\n\nFinally, this is all happening ahead of a potential SpaceX IPO, which would likely reset investor expectations for space launch and space infrastructure valuations across the sector. \n\nIn that context, Rocket Lab remains one of the few scaled, public, pure play ways to express that theme. If execution continues and SpaceX has a blockbuster IPO we're going to $250 trust me.\n\n- RJC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.027514736916720905, "ret_signed_m1d": -0.027514736916720905, "alpha_spy_m1d": -0.020898594685990535, "alpha_c_m1d": -0.01581626872715214, "bench_spy_m1d": -0.006616142230730371, "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": 0.10097260623595128, "ret_signed_p1d": 0.10097260623595128, "alpha_spy_p1d": 0.09502544793658019, "alpha_c_p1d": 0.0873973394437233, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.01357526679222798, "ret_p1w": 0.12490404674258837, "ret_signed_p1w": 0.12490404674258837, "alpha_spy_p1w": 0.11408574324229814, "alpha_c_p1w": 0.1041346092150417, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.020769437527546675, "ret_p1m": 0.04005627435201409, "ret_signed_p1m": 0.04005627435201409, "alpha_spy_p1m": 0.037424414121654426, "alpha_c_p1m": -0.016809533396367815, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.0568658077483819, "ret_p3m": -0.13322237156420946, "ret_signed_p3m": -0.13322237156420946, "alpha_spy_p3m": -0.0894561187253996, "alpha_c_p3m": -0.16062422611913096, "bench_spy_p3m": -0.04376625283880986, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1642, -0.15, -0.1776, -0.1628, -0.1294, -0.1135, -0.1426, -0.1519, -0.1381, -0.163, -0.2249, -0.1865, -0.1738, -0.1602, -0.1842, -0.1533, -0.2204, -0.194, -0.215, -0.276, -0.278, -0.3651, -0.3391, -0.3358, -0.3443, -0.3605, -0.4209, -0.4172, -0.4457, -0.4525, -0.4418, -0.4948, -0.4843, -0.4567, -0.4548, -0.4634, -0.4634, -0.4607, -0.4834, -0.4638, -0.4277, -0.3682, -0.3722, -0.3402, -0.3162, -0.2639, -0.187, -0.2131, -0.2909, -0.2899, -0.3094, -0.2332, -0.0975, -0.0076, -0.0123, -0.0123, -0.0123, -0.0959, -0.1026, -0.0984, -0.1072, -0.1072, -0.0275, 0.0, 0.101, 0.076, 0.0632, 0.0859, 0.1249, 0.108, 0.1748, 0.1615, 0.2324, 0.2324, 0.141, 0.1239, 0.1259, 0.1377, 0.0299, 0.1134, 0.1335, 0.0965, 0.0247, -0.0511, 0.0401, -0.0644, -0.1513, -0.0745, -0.0294, -0.0782, -0.109, -0.1552, -0.1369, -0.1369, -0.1056, -0.0476, -0.02, -0.0932, -0.1015, -0.1046, -0.1016, -0.0703, -0.1157, -0.0918, -0.1025, -0.0797, -0.1042, -0.1028, -0.0852, -0.1179, -0.0791, -0.125, -0.1245, -0.0874, 0.0058, -0.1108, -0.0795, -0.1396, -0.1298, -0.1545, -0.0673, -0.1561, -0.2202, -0.2657, -0.1781, -0.1615, -0.1332, -0.1332, -0.134, -0.1513, -0.1159, -0.1459, -0.1291, -0.0962, -0.0758, -0.0581, 0.0613, 0.0852, 0.1449, 0.1088, 0.1523, 0.0827, 0.0197, 0.0531, 0.0058, -0.0143, 0.0559, 0.0086, 0.0278, 0.0079, 0.0833, 0.0056, 0.3498, 0.5018, 0.5045, 0.5888, 0.6963, 0.5967, 0.6785, 0.6293, 0.7185, 0.6055, 0.7374, 0.7374, 0.8326, 0.9226, 0.8944, 0.8362, 0.5663, 0.5782, 0.4679, 0.5351, 0.4088, 0.4544, 0.3851, 0.3444, 0.4689, 0.3103, 0.3981, 0.339, 0.3819, 0.3724, 0.3724, 0.2835, 0.2173, 0.093, 0.0326, 0.0819, null, null]}
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{"unit_id": "orig:2013123770509136374", "ticker_idx": 0, "ts": "2026-01-19T05:38:03+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 $FLNC $EOSE\n\nFT - US GREEN ENERGY GROWTH IS UNSTOPPABLE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long US green energy plays TE, FLNC, EOSE on structural renewables growth thesis: solar +46%, battery storage expansion, cost declines vs fossil fuels.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE $FLNC $EOSE\n\nFT - US GREEN ENERGY GROWTH IS UNSTOPPABLE \n\nDespite Donald Trump’s aggressive rhetoric against renewable energy and a clear policy shift favoring fossil fuels, the US power sector continues to move in the opposite direction. 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{"unit_id": "orig:2013123770509136374", "ticker_idx": 1, "ts": "2026-01-19T05:38:03+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE $FLNC $EOSE\n\nFT - US GREEN ENERGY GROWTH IS UNSTOPPABLE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long US green energy plays TE, FLNC, EOSE on structural renewables growth thesis: solar +46%, battery storage expansion, cost declines vs fossil fuels.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$TE $FLNC $EOSE\n\nFT - US GREEN ENERGY GROWTH IS UNSTOPPABLE \n\nDespite Donald Trump’s aggressive rhetoric against renewable energy and a clear policy shift favoring fossil fuels, the US power sector continues to move in the opposite direction. 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This continues a multi year trend in which solar and wind’s share of US electricity generation has steadily increased, even through political transitions.  \n\nA key driver is speed and economics. Solar and onshore wind projects can be built and connected to the grid far faster than fossil fuel plants, which face long construction timelines and equipment bottlenecks. At the same time, costs for renewables have fallen sharply, with solar and wind now significantly cheaper on a levelized cost basis than new gas or coal plants.  \n\nAdvances in battery storage are also eroding the long standing criticism that renewables are too intermittent to support rising demand. Utility scale battery capacity in the US has grown rapidly, allowing stored solar power to meet a meaningful portion of electricity demand growth even during nighttime hours. Additional battery capacity is expected to come online this year, reinforcing the trend.  \n\nDespite political hostility and reduced federal support, market forces including demand growth, cost declines, and deployment speed continue to favor renewables. 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{"unit_id": "orig:2013123770509136374", "ticker_idx": 2, "ts": "2026-01-19T05:38:03+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE $FLNC $EOSE\n\nFT - US GREEN ENERGY GROWTH IS UNSTOPPABLE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long US green energy plays TE, FLNC, EOSE on structural renewables growth thesis: solar +46%, battery storage expansion, cost declines vs fossil fuels.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE $FLNC $EOSE\n\nFT - US GREEN ENERGY GROWTH IS UNSTOPPABLE \n\nDespite Donald Trump’s aggressive rhetoric against renewable energy and a clear policy shift favoring fossil fuels, the US power sector continues to move in the opposite direction. One year into Trump’s second term, his ability to reverse the structural trajectory of the energy system has run into hard limits, particularly in electricity generation.  \n\nWhile the administration has sought to revive fossil fuel production and rolled back elements of the prior administration’s clean energy support, government analysts project that renewables will continue to gain share. Forecasts from the US Energy Information Administration show that overall electricity demand is rising sharply, driven largely by AI related data center growth, yet fossil fuel generation is expected to decline over the next two years.  \n\nSolar power is expected to be the standout, with US solar generation projected to rise 46 percent over the next two years. Wind power, despite legal and regulatory headwinds, is still forecast to grow by about 12 percent. This continues a multi year trend in which solar and wind’s share of US electricity generation has steadily increased, even through political transitions.  \n\nA key driver is speed and economics. Solar and onshore wind projects can be built and connected to the grid far faster than fossil fuel plants, which face long construction timelines and equipment bottlenecks. At the same time, costs for renewables have fallen sharply, with solar and wind now significantly cheaper on a levelized cost basis than new gas or coal plants.  \n\nAdvances in battery storage are also eroding the long standing criticism that renewables are too intermittent to support rising demand. Utility scale battery capacity in the US has grown rapidly, allowing stored solar power to meet a meaningful portion of electricity demand growth even during nighttime hours. 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{"unit_id": "orig:2024997272405028986", "ticker_idx": 0, "ts": "2026-02-20T23:59:07+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wedbush maintains Outperform on $AXTI, raises PT from $8.50 to $28.00", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Wedbush maintains Outperform on AXTI, raising PT from $8.50 to $28; author shares/adopts bullish stance.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$AXTI UBS Group recently issued a $35.00 price target on $AXTI (no rating specified in the report).\n\nWedbush maintains Outperform on $AXTI, raises PT from $8.50 to $28.00", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04396763934513337, "ret_signed_m1d": 0.04396763934513337, "alpha_spy_m1d": 0.03365092556564764, "alpha_c_m1d": 0.038760330027515444, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.23390789498754416, "ret_signed_p1d": 0.23390789498754416, "alpha_spy_p1d": 0.2266394197173458, "alpha_c_p1d": 0.2186976675485106, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": 0.6292648328389747, "ret_signed_p1w": 0.6292648328389747, "alpha_spy_p1w": 0.6234177898506292, "alpha_c_p1w": 0.6449836619361045, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": 1.4073162752990371, "ret_signed_p1m": 1.4073162752990371, "alpha_spy_p1m": 1.4475076147588801, "alpha_c_p1m": 1.4516148810164855, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 3.2567708527612744, "ret_signed_p3m": 3.2567708527612744, "alpha_spy_p3m": 3.165388618668606, "alpha_c_p3m": 2.881359115290496, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.4073162752990371, "alpha_spy_stated": 1.4475076147588801, "alpha_c_stated": 1.4516148810164855, "price_path": [-0.6324, -0.6324, -0.6236, -0.6205, -0.5864, -0.5962, -0.5744, -0.5927, -0.5529, -0.4738, -0.4544, -0.4238, -0.4791, -0.4784, -0.5427, -0.5652, -0.5072, -0.4847, -0.4647, -0.4851, -0.472, -0.472, -0.4594, -0.4868, -0.4442, -0.4249, -0.4249, -0.4105, -0.4136, -0.2905, -0.152, -0.0915, -0.1913, -0.2177, -0.2434, -0.2227, -0.0953, -0.223, -0.223, -0.2469, -0.3043, -0.3697, -0.388, -0.3739, -0.395, -0.408, -0.4238, -0.3479, -0.2635, -0.3057, -0.3405, -0.2814, -0.1537, -0.0232, -0.1435, -0.0573, -0.128, -0.1474, -0.1474, -0.1836, -0.172, -0.1625, 0.044, 0.0, 0.2339, 0.4411, 0.3057, 0.3331, 0.6293, 0.4689, 0.3764, 0.3648, 0.1386, 0.3563, 0.5582, 0.6658, 0.6437, 0.7186, 0.7021, 0.5603, 0.7151, 1.0433, 0.9078, 1.2666, 1.4073, 1.369, 1.058, 1.1326, 0.8547, 1.0042, 0.6581, 0.8586, 0.8586, 0.477, 0.599, 0.8706, 1.2202, 1.2575, 1.3373, 1.3672, 1.2135, 1.8765, 1.904, 1.7703, 1.637, 2.058, 1.6476, 1.6789, 1.4675, 1.4168, 1.4998, 1.7865, 2.3767, 2.7285, 2.783, 2.6873, 2.8136, 3.0929, 3.4253, 3.3229, 3.2891, 3.0443, 3.3539, 2.7242, 2.9705, 2.6796, 3.2568, 3.9536, 3.9536, 3.6641, 3.3183, 3.0696, 2.6286, 2.8533, 2.8991, 2.7531, 2.7281, 2.1319, 2.1931, 1.7562, 2.0, 2.1073, 2.4182, 2.8952, 2.2726, 2.2399, 1.9747, 1.9747, 2.2515, 1.7404, 1.4671, 1.4291, 1.4675, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2003613675777851757", "ticker_idx": 0, "ts": "2025-12-23T23:48:20+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You're not bullish enough $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish FLNC; author says Morgan Stanley's battery storage demand forecast is too conservative for Fluence Energy.", "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’re not bullish enough $FLNC", "reply_text": null, "parent_text": null, "quoted_text": "Morgan Stanley: \"We note that battery storage could experience significantly greater demand than we currently forecast stemming from the data center opportunity. DC developers have increasingly expressed a desire to use BESS in a variety of applications from backup, load https://t.co/0eRW2aKwC6", "parent_author": null, "ret_m1d": -0.00806857529136118, "ret_signed_m1d": -0.00806857529136118, "alpha_spy_m1d": -0.00456323155303473, "alpha_c_m1d": -0.00456323155303473, "bench_spy_m1d": -0.0035053437383264496, "bench_c_m1d": -0.0035053437383264496, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.0025213937091737026, "ret_signed_p1w": -0.0025213937091737026, "alpha_spy_p1w": 0.00973273340202041, "alpha_c_p1w": 0.00973273340202041, "bench_spy_p1w": -0.012254127111194113, "bench_c_p1w": -0.012254127111194113, "ret_p1m": 0.3751891357883146, "ret_signed_p1m": 0.3751891357883146, "alpha_spy_p1m": 0.37721697358582107, "alpha_c_p1m": 0.37721697358582107, "bench_spy_p1m": -0.002027837797506482, "bench_c_p1m": -0.002027837797506482, "ret_p3m": -0.2254160506417896, "ret_signed_p3m": -0.2254160506417896, "alpha_spy_p3m": -0.17731187367454648, "alpha_c_p3m": -0.17731187367454648, "bench_spy_p3m": -0.04810417696724312, "bench_c_p3m": -0.04810417696724312, "ret_p6m": 0.2506303243810424, "ret_signed_p6m": 0.2506303243810424, "alpha_spy_p6m": 0.16324603338702937, "alpha_c_p6m": 0.16324603338702937, "bench_spy_p6m": 0.08738429099401301, "bench_c_p6m": 0.08738429099401301, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3751891357883146, "alpha_spy_stated": 0.37721697358582107, "alpha_c_stated": 0.37721697358582107, "price_path": [-0.3994, -0.4251, -0.4554, -0.3217, -0.3419, -0.3046, -0.2305, -0.3026, -0.2456, -0.2486, -0.3399, -0.1987, -0.0696, 0.0812, -0.0126, -0.0759, -0.0696, -0.18, -0.2325, -0.1916, -0.0156, -0.055, -0.0872, 0.0227, 0.0323, 0.059, 0.0494, -0.0328, 0.0449, -0.0005, 0.0484, 0.0988, 0.0454, -0.0313, -0.1805, -0.0968, -0.1311, -0.1417, -0.1523, -0.2179, -0.2234, -0.2032, -0.1543, -0.0424, -0.0424, -0.0096, -0.0222, 0.0066, 0.001, 0.177, 0.2083, 0.1528, 0.2073, 0.2007, 0.3006, 0.119, 0.0852, 0.0746, -0.0635, -0.0262, 0.0066, 0.0313, -0.0081, 0.0, 0.0, 0.0192, 0.0071, 0.0015, -0.0025, -0.0025, 0.1604, 0.122, 0.1009, 0.0368, 0.0681, 0.1699, 0.174, 0.2012, 0.1422, 0.2859, 0.3656, 0.3656, 0.2864, 0.3283, 0.3752, 0.3585, 0.3676, 0.4342, 0.5628, 0.592, 0.5517, 0.5577, 0.6253, 0.4619, -0.0444, -0.0197, -0.0217, -0.0424, -0.1165, -0.1205, -0.0691, -0.0691, -0.1034, -0.121, -0.1649, -0.1654, -0.1896, -0.1684, -0.1765, -0.1831, -0.2163, -0.2375, -0.2476, -0.2032, -0.2052, -0.2547, -0.2083, -0.1488, -0.1372, -0.172, -0.174, -0.1538, -0.1679, -0.1936, -0.1916, -0.237, -0.2254, -0.1856, -0.1755, -0.2456, -0.2864, -0.3444, -0.3061, -0.3434, -0.3293, -0.3293, -0.3343, -0.3318, -0.3384, -0.3162, -0.3051, -0.3116, -0.2537, -0.233, -0.2446, -0.3174, -0.3631, -0.356, -0.3192, -0.3182, -0.3253, -0.3263, -0.3772, -0.4034, -0.3858, -0.3853, -0.3782, -0.3601, -0.3162, -0.0434, 0.2184, 0.2723, 0.0731, 0.1145, 0.056, 0.0474, -0.0146, -0.0968, -0.0449, 0.0182, 0.0837, 0.0837, 0.0756, 0.0701, 0.0772, -0.0479, 0.3691, 0.4075, 0.2532, 0.3691, 0.1553, 0.2138, 0.1831, 0.0903, 0.2244, 0.1957, 0.2194, 0.2063, 0.181, 0.2506]}
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{"unit_id": "orig:2002958107815608647", "ticker_idx": 0, "ts": "2025-12-22T04:23:20+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "aggregate industry supply is expected to remain substantially short of demand for the foreseeable future, suggesting continued pricing support and margin leverage as AI workloads drive higher memory intensity per system", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long MU: AI demand outpacing supply, pricing support + margin leverage ahead; guidance raised well above expectations.", "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 \n\nAmid a global memory shortage and rising prices, Micron is reportedly in discussions with Taiwan-based Powerchip Semiconductor Manufacturing Corp. (PSMC) regarding a potential partnership.\n\nSources indicate that Micron is exploring ways to secure additional production capacity by bringing its own technology and equipment into PSMC’s newly completed Tongluo fabrication facility. \n\nThe Tongluo fab is estimated to provide an additional 40,000 to 50,000 wafers of capacity. Industry sources report that Micron and PSMC are currently evaluating at least three possible cooperation structures, with final decisions dependent on PSMC.\n\nThe report comes after $MU reported a significant upward revision to its near-term financial outlook, driven by accelerating AI-related demand. The company guided to second-quarter revenue of approximately $18.7 billion and adjusted earnings of $8.42 per share, miles ahead of prior expectations.\n\nAlongside the headline guidance, Micron raised its underlying demand assumptions across its core product lines. Expected growth for DRAM demand was revised into the low-20% range, while NAND demand was raised into the high-teens, both higher than prior outlooks. The company also increased its expectations for server unit growth, reflecting sustained AI infrastructure build-out rather than a traditional cyclical recovery\n\nMicron stated that aggregate industry supply is expected to remain substantially short of demand for the foreseeable future, suggesting continued pricing support and margin leverage as AI workloads drive higher memory intensity per system\n\nMicron’s guidance revisions carry implications beyond a single company. If AI demand continues to outpace incremental capacity additions, the environment points to sustained favorable pricing dynamics and earnings sensitivity across the memory trade.\n\nhttps://t.co/lxF0daMqGY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.038576997355407316, "ret_signed_m1d": -0.038576997355407316, "alpha_spy_m1d": -0.03238576367638635, "alpha_c_m1d": -0.025858031406643223, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.012718965948764094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0011570437939640854, "ret_signed_p1d": -0.0011570437939640854, "alpha_spy_p1d": -0.005727536141294731, "alpha_c_p1d": -0.010776146762152772, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.009619102968188686, "ret_p1w": 0.06471284763628149, "ret_signed_p1w": 0.06471284763628149, "alpha_spy_p1w": 0.060303004811186556, "alpha_c_p1w": 0.05217467945448262, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.01253816818179887, "ret_p1m": 0.3201759263113946, "ret_signed_p1m": 0.3201759263113946, "alpha_spy_p1m": 0.33076248791166096, "alpha_c_p1m": 0.23485482150214, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.08532110480925459, "ret_p3m": 0.6068891257649625, "ret_signed_p3m": 0.6068891257649625, "alpha_spy_p3m": 0.6434383704434135, "alpha_c_p3m": 0.5089741965866124, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.0979149291783501, "ret_p6m": 2.6935585302606486, "ret_signed_p6m": 2.6935585302606486, "alpha_spy_p6m": 2.5949220531604182, "alpha_c_p6m": 1.9810203620788498, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.7125381681817988, "ret_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": 0.6068891257649625, "alpha_spy_stated": 0.6434383704434135, "alpha_c_stated": 0.5089741965866124, "price_path": [-0.4157, -0.4333, -0.4318, -0.4078, -0.3954, -0.3419, -0.3361, -0.3209, -0.3096, -0.3286, -0.2894, -0.3046, -0.3434, -0.303, -0.3237, -0.306, -0.2678, -0.2683, -0.2524, -0.2686, -0.2824, -0.2526, -0.2081, -0.2042, -0.1977, -0.1806, -0.1901, -0.191, -0.1515, -0.2117, -0.1413, -0.1383, -0.1398, -0.0842, -0.1283, -0.1146, -0.1433, -0.1076, -0.1252, -0.1739, -0.1832, -0.272, -0.2503, -0.1904, -0.1882, -0.1675, -0.1675, -0.145, -0.1306, -0.1341, -0.1534, -0.1806, -0.1423, -0.1073, -0.0874, -0.0466, -0.0655, -0.1282, -0.1413, -0.1594, -0.1846, -0.1014, -0.0386, 0.0, -0.0012, 0.0365, 0.0365, 0.0296, 0.0647, 0.0584, 0.0323, 0.0323, 0.1408, 0.129, 0.2422, 0.2281, 0.1828, 0.2482, 0.251, 0.223, 0.2057, 0.2176, 0.312, 0.312, 0.3202, 0.4074, 0.438, 0.4455, 0.4073, 0.4838, 0.5744, 0.5762, 0.5006, 0.5835, 0.5171, 0.3723, 0.3849, 0.4276, 0.3871, 0.35, 0.4842, 0.4973, 0.4889, 0.4889, 0.446, 0.5225, 0.5095, 0.5487, 0.5226, 0.5119, 0.5517, 0.503, 0.4915, 0.4926, 0.3733, 0.4496, 0.4361, 0.3393, 0.4081, 0.458, 0.5144, 0.4661, 0.5413, 0.598, 0.6699, 0.67, 0.6069, 0.5296, 0.4625, 0.4306, 0.382, 0.2857, 0.292, 0.1644, 0.2225, 0.331, 0.3252, 0.3252, 0.3669, 0.3663, 0.4717, 0.5252, 0.5219, 0.5435, 0.685, 0.6508, 0.6545, 0.6466, 0.6226, 0.6261, 0.7639, 0.7431, 0.7974, 0.8981, 0.8247, 0.876, 0.8713, 0.962, 1.0858, 1.3165, 1.412, 1.3398, 1.7023, 1.8779, 1.7738, 1.9079, 1.8079, 1.6221, 1.4661, 1.5283, 1.6487, 1.7576, 1.7174, 1.7174, 2.2417, 2.3594, 2.3417, 2.5135, 2.7469, 2.8504, 2.9064, 2.604, 2.1264, 2.4349, 2.3865, 2.2272, 2.6035, 2.5519, 2.9368, 2.6936]}
{"unit_id": "quote:2067654052226207985", "ticker_idx": 0, "ts": "2026-06-18T17:01:55+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you don't need a clearer sign to buy $MU than this", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author flags the INTC political trade going green as a contrarian signal to buy MU.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "you don't need a clearer sign to buy $MU than this https://t.co/aZ9PzvBrr7", "reply_text": null, "parent_text": null, "quoted_text": "me defending trump’s insider trading activities on INTC now that im green on the position https://t.co/NqXBl8PPd7", "parent_author": null, "ret_m1d": -0.08007129658116141, "ret_signed_m1d": -0.08007129658116141, "alpha_spy_m1d": -0.06978128926747007, "alpha_c_m1d": -0.025652259916965625, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.07016822815422685, "ret_signed_p1w": 0.07016822815422685, "alpha_spy_p1w": 0.08682730976776387, "alpha_c_p1w": 0.10502304998518164, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.034854821830954785, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6436, -0.6514, -0.6632, -0.6867, -0.6851, -0.7162, -0.7021, -0.6756, -0.677, -0.677, -0.6669, -0.667, -0.6413, -0.6283, -0.6291, -0.6238, -0.5894, -0.5977, -0.5968, -0.5987, -0.6046, -0.6037, -0.5701, -0.5752, -0.562, -0.5374, -0.5553, -0.5428, -0.5439, -0.5219, -0.4917, -0.4354, -0.4122, -0.4298, -0.3414, -0.2986, -0.324, -0.2913, -0.3157, -0.361, -0.399, -0.3838, -0.3545, -0.3279, -0.3377, -0.3377, -0.21, -0.1813, -0.1856, -0.1437, -0.0869, -0.0616, -0.048, -0.1217, -0.2381, -0.1629, -0.1747, -0.2135, -0.1218, -0.1344, -0.0406, -0.0999, -0.0801, 0.0, 0.0, 0.0682, -0.0725, -0.0754, 0.0702, -0.0015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066489724789731507", "ticker_idx": 0, "ts": "2026-06-15T11:55:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "PT raised to $1,600", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares Aletheia's bullish MU call: PT raised to $1,600 on 8.5x EPS jump by CY27, surging DRAM/HBM pricing, and memory content >70% in AI hardware.", "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": "Aletheia on $MU:\n\nPT raised to $1,600\n\n> CY27 EPS expected to jump 8.5x\n> CY28 EPS expected to expand another 1.8x\n> $350–400B of FCF expected in FY26–28\n\nMemory pricing is still accelerating:\n\n> server DRAM ASP expected +30% QoQ in C3Q26\n> HBM ASP expected to double YoY in CY27\n\nThe bigger point:\n\n> memory content in AI hardware to > 70% in 2027\n> up from the mid-40% range in 2025\n> full-spec Vera CPU rack ~$26M ASP per rack\n\nMemory go brrrrrr", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09777663934196312, "ret_signed_m1d": -0.09777663934196312, "alpha_spy_m1d": -0.0804482379565471, "alpha_c_m1d": -0.05583574205061881, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06179282996369051, "ret_signed_p1d": -0.06179282996369051, "alpha_spy_p1d": -0.05583126711945641, "alpha_c_p1d": -0.013732287915644514, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.11341098333253674, "ret_signed_p1w": 0.11341098333253674, "alpha_spy_p1w": 0.1247012938837685, "alpha_c_p1w": 0.07970676701133361, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5758, -0.5918, -0.6115, -0.6285, -0.6366, -0.649, -0.6734, -0.6718, -0.7042, -0.6895, -0.6619, -0.6634, -0.6634, -0.6528, -0.653, -0.6262, -0.6126, -0.6134, -0.6079, -0.572, -0.5807, -0.5797, -0.5817, -0.5878, -0.587, -0.5519, -0.5572, -0.5435, -0.5179, -0.5365, -0.5235, -0.5247, -0.5016, -0.4702, -0.4116, -0.3873, -0.4057, -0.3136, -0.269, -0.2954, -0.2614, -0.2867, -0.3339, -0.3736, -0.3578, -0.3272, -0.2995, -0.3097, -0.3097, -0.1766, -0.1467, -0.1512, -0.1075, -0.0482, -0.022, -0.0077, -0.0846, -0.2059, -0.1275, -0.1398, -0.1802, -0.0847, -0.0978, 0.0, -0.0618, -0.0412, 0.0423, 0.0423, 0.1134, -0.0333, -0.0363, 0.1154, 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]}
{"unit_id": "quote:2066813876490981750", "ticker_idx": 0, "ts": "2026-06-16T09:23:22+00:00", "symbol": "Sanrio", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "time to go 50x levered long on this", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastically endorses the Sanrio long thesis with hyperbolic 50x leverage quip; implied genuine bullish lean on Sanrio.", "resolved_tickers": ["8136.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Sanrio Co. listed on TSE as 8136.T", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "time to go 50x levered long on this", "reply_text": null, "parent_text": null, "quoted_text": "I’m buying a stake in Sanrio, the makers of Hello Kitty. 🐱🎀  \n\nThis might be the most asymmetric trade in kitty history and one of the most juiciest AI trades there ever was… this cat has nine lives and one of them is as an AI winner.\n\nLet me explain.. \n\nIn 2020 Tomokuni Tsuji https://t.co/7UVhog9nhl", "parent_author": null, "ret_m1d": -0.0005743825387708457, "ret_signed_m1d": -0.0005743825387708457, "alpha_spy_m1d": -0.006571698760557854, "alpha_c_m1d": -0.0015029500815245678, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.0009285675427537221, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024698449167145364, "ret_signed_p1d": 0.024698449167145364, "alpha_spy_p1d": 0.0371863200521968, "alpha_c_p1d": 0.049770224553568276, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.025071775386422912, "ret_p1w": 0.07064905226881102, "ret_signed_p1w": 0.07064905226881102, "alpha_spy_p1w": 0.09045386424693691, "alpha_c_p1w": 0.10841127225058556, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": -0.037762219981774536, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2357, 0.2126, 0.1969, 0.2097, 0.1868, 0.2103, 0.1262, 0.1249, 0.1361, 0.1373, 0.14, 0.0904, 0.1358, 0.1603, 0.1306, 0.1107, 0.1277, 0.1499, 0.1648, 0.2096, 0.1861, 0.201, 0.2079, 0.1421, 0.1294, 0.094, 0.1044, 0.1161, 0.1161, 0.0511, 0.0453, 0.0453, 0.0453, 0.0453, -0.0227, 0.006, 0.0339, -0.0125, -0.0169, -0.0302, -0.0173, -0.0362, 0.061, 0.0016, -0.0014, -0.0065, -0.0121, -0.0177, -0.0017, -0.0352, -0.0164, 0.0712, 0.0293, 0.0442, 0.0577, 0.0396, 0.0304, -0.0084, 0.0194, 0.0072, -0.0072, -0.0287, -0.0006, 0.0, 0.0247, 0.0546, 0.0862, 0.0777, 0.0706, 0.1551, 0.2545, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069499287482802226", "ticker_idx": 0, "ts": "2026-06-23T19:14:14+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Get rid of AXTI valuation is rich don't need it if u have AAOI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sell AXTI — valuation is rich and redundant if already holding AAOI.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@BrianWoolf333 hmmmm - \n\nhow long have u been doing the 2x strat. \nwhat is ur risk profile\nwhich one are u least bullish one\n\nhow much cash in port\n\n---\n\n@BrianWoolf333 Get rid of AXTI valuation is rich don’t need it if u have AAOI would say diff if allocation was otherwise. \n\nWhy do u need to do double levered \n\nIs acc Taxable or non tax", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1864972159712961, "ret_signed_m1d": -0.1864972159712961, "alpha_spy_m1d": -0.17176126719030593, "alpha_c_m1d": -0.11116567305491154, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.07533154291638455, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0997305083716713, "ret_signed_p1d": 0.0997305083716713, "alpha_spy_p1d": 0.09926699130802819, "alpha_c_p1d": 0.09469875056404276, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.005031757807628545, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.249, -0.2218, -0.3232, -0.2686, -0.3949, -0.3218, -0.3218, -0.461, -0.4165, -0.3174, -0.1898, -0.1762, -0.1471, -0.1362, -0.1923, 0.0497, 0.0597, 0.0109, -0.0377, 0.1159, -0.0339, -0.0225, -0.0996, -0.1181, -0.0878, 0.0168, 0.2322, 0.3605, 0.3804, 0.3455, 0.3916, 0.4935, 0.6148, 0.5775, 0.5651, 0.4758, 0.5888, 0.359, 0.4489, 0.3427, 0.5533, 0.8076, 0.8076, 0.702, 0.5758, 0.485, 0.3241, 0.4061, 0.4228, 0.3695, 0.3604, 0.1429, 0.1652, 0.0058, 0.0947, 0.1339, 0.2473, 0.4214, 0.1942, 0.1823, 0.0855, 0.0855, 0.1865, 0.0, -0.0997, -0.1136, -0.0996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2018077809466331564", "ticker_idx": 0, "ts": "2026-02-01T21:43:38+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the signs to short $DUOL are everywhere", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish on Duolingo; author sees widespread signals to short.", "resolved_tickers": ["DUOL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "the signs to short $DUOL are everywhere", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016144963246128574, "ret_signed_m1d": -0.016144963246128574, "alpha_spy_m1d": -0.021091595174077993, "alpha_c_m1d": -0.021091595174077993, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.004946631927949419, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08830436248953877, "ret_signed_p1d": 0.08830436248953877, "alpha_spy_p1d": 0.0798489765883662, "alpha_c_p1d": 0.0798489765883662, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.0986886207571358, "ret_signed_p1w": 0.0986886207571358, "alpha_spy_p1w": 0.09658915659079093, "alpha_c_p1w": 0.09658915659079093, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.22981879594233934, "ret_signed_p1m": 0.22981879594233934, "alpha_spy_p1m": 0.20813389168439944, "alpha_c_p1m": 0.20813389168439944, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.16546650051976808, "ret_signed_p3m": 0.16546650051976808, "alpha_spy_p3m": 0.2017223602077266, "alpha_c_p3m": 0.2017223602077266, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.036255859687958525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22981879594233934, "alpha_spy_stated": 0.20813389168439944, "alpha_c_stated": 0.20813389168439944, "price_path": [0.9709, 0.4685, 0.5251, 0.4614, 0.4772, 0.4142, 0.4139, 0.4028, 0.3512, 0.3299, 0.3225, 0.2735, 0.3096, 0.3073, 0.3322, 0.4283, 0.4283, 0.4508, 0.4057, 0.3841, 0.4048, 0.4279, 0.5141, 0.576, 0.5848, 0.4966, 0.5232, 0.4878, 0.4096, 0.4157, 0.3943, 0.3863, 0.4095, 0.4051, 0.3588, 0.3696, 0.3696, 0.3769, 0.3656, 0.3427, 0.3303, 0.3303, 0.3377, 0.4034, 0.3563, 0.3363, 0.3179, 0.339, 0.226, 0.2567, 0.1845, 0.1705, 0.1382, 0.1382, 0.1262, 0.1128, 0.165, 0.1823, 0.1488, 0.1073, 0.0824, 0.0572, 0.0161, 0.0, -0.0883, -0.1139, -0.1333, -0.095, -0.0987, -0.0851, -0.1715, -0.1507, -0.1467, -0.1467, -0.1505, -0.1476, -0.1578, -0.1439, -0.1955, -0.1705, -0.1537, -0.1098, -0.2344, -0.2358, -0.2298, -0.2711, -0.2303, -0.2275, -0.2388, -0.2786, -0.251, -0.2805, -0.2542, -0.2272, -0.209, -0.2416, -0.245, -0.2568, -0.2439, -0.2596, -0.2487, -0.2563, -0.2773, -0.2866, -0.2529, -0.2709, -0.2682, -0.2682, -0.2467, -0.2701, -0.3098, -0.3138, -0.3176, -0.2911, -0.3068, -0.2513, -0.2159, -0.2382, -0.2053, -0.2221, -0.2002, -0.2398, -0.2159, -0.217, -0.1947, -0.1903, -0.1655, -0.1567, -0.1645, -0.2115, -0.204, -0.1389, -0.1815, -0.203, -0.1965, -0.2043, -0.1726, -0.1506, -0.1417, -0.1351, -0.1903, -0.1993, -0.1919, -0.1919, -0.1929, -0.1827, -0.1763, -0.1559, -0.1058, -0.1666, -0.1859, -0.1727, -0.1736, -0.1059, -0.1066, -0.0759, -0.0613, -0.0705, -0.0369, -0.0293, -0.0647, -0.0483, -0.0483, -0.0355, 0.0019, 0.0017, -0.0909, -0.0791, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2067699233818394858", "ticker_idx": 0, "ts": "2026-06-18T20:01:27+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "might have to go long $RCAT", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Considering going long RCAT.", "resolved_tickers": ["RCAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "might have to go long $RCAT to save @kevinxu subscribers pnl", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07619938449878227, "ret_signed_m1d": 0.07619938449878227, "alpha_spy_m1d": 0.07304247005918252, "alpha_c_m1d": 0.08353711613462433, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.00733773163584206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04233300135658602, "ret_signed_p1d": -0.04233300135658602, "alpha_spy_p1d": -0.02781104734609441, "alpha_c_p1d": -0.02225594363379657, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.02007705772278945, "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": [0.4929, 0.317, 0.1929, 0.0903, 0.2314, 0.143, 0.2173, 0.2173, 0.2286, 0.1364, 0.2267, 0.1223, 0.1637, 0.2135, 0.1891, 0.2258, 0.2897, 0.1966, 0.1849, 0.1825, 0.2747, 0.1797, 0.1101, 0.0997, 0.0668, 0.0414, 0.1025, 0.0564, 0.0348, -0.0188, -0.0009, -0.0254, -0.0245, 0.0583, 0.0376, -0.1157, -0.0837, -0.1072, -0.1599, -0.1957, -0.159, -0.1505, -0.1148, -0.1148, -0.0809, 0.0038, 0.3311, 0.3641, 0.396, 0.4064, 0.2973, 0.3866, 0.1929, 0.1722, 0.0814, 0.0249, 0.1298, 0.0517, 0.1261, 0.0254, 0.0536, 0.0762, 0.0762, 0.0, -0.0423, -0.1214, -0.1618, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028671534210900054", "ticker_idx": 0, "ts": "2026-03-03T03:19:19+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The data supports expectations for a strong 1Q26 revenue inflection across Korea's leading memory suppliers", "tweet_type": "analysis", "timeline": "quarters", "summary": "Record Korea memory export surge (+262% YoY) driven by AI server demand supports strong 1Q26 inflection for Korean memory names and EWY.", "resolved_tickers": ["EWY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "$EWY - SOUTH KOREA MEMORY EXPORTS SURGE TO RECORD HIGHS ON AI SERVER DEMAND\n\nGoldman Sachs notes that February marked a record acceleration in South Korea’s memory exports, with total memory shipments up +262% YoY, the fastest growth rate since tracking began in 2012. The strength came despite fewer working days versus last year, underscoring how powerful underlying demand has become. DRAM exports rose +322% YoY, while NAND chip exports increased +378% YoY and SSD exports +289% YoY, reflecting sustained AI server buildouts.\n\nThe ministry attributed the surge to aggressive hyperscaler capex and excess demand tied to AI infrastructure. The YoY growth rate has sequentially accelerated in recent months, highlighting tightening supply conditions across server DRAM, HBM, and enterprise SSD. The data supports expectations for a strong 1Q26 revenue inflection across Korea’s leading memory suppliers.\n\nHBM-related import proxies remain constructive. Imports of epoxide resins used in Hynix’s HBM production rose +80% YoY, while plastic film imports tied to Samsung’s HBM lines increased +87% YoY. These inputs have historically correlated closely with HBM shipment growth, reinforcing the view that AI-driven memory demand remains firm.\n\nOutside of memory, trends were more mixed. Display exports declined -4% YoY, MLCC exports were flat, and Li-ion battery exports were roughly unchanged amid softer EV demand. 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{"unit_id": "orig:2028671534210900054", "ticker_idx": 1, "ts": "2026-03-03T03:19:19+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Imports of epoxide resins used in Hynix's HBM production rose +80% YoY", "tweet_type": "analysis", "timeline": "quarters", "summary": "Record Korea memory export surge (+262% YoY) driven by AI server demand supports strong 1Q26 inflection for Korean memory names and EWY.", "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": "$EWY - SOUTH KOREA MEMORY EXPORTS SURGE TO RECORD HIGHS ON AI SERVER DEMAND\n\nGoldman Sachs notes that February marked a record acceleration in South Korea’s memory exports, with total memory shipments up +262% YoY, the fastest growth rate since tracking began in 2012. The strength came despite fewer working days versus last year, underscoring how powerful underlying demand has become. DRAM exports rose +322% YoY, while NAND chip exports increased +378% YoY and SSD exports +289% YoY, reflecting sustained AI server buildouts.\n\nThe ministry attributed the surge to aggressive hyperscaler capex and excess demand tied to AI infrastructure. The YoY growth rate has sequentially accelerated in recent months, highlighting tightening supply conditions across server DRAM, HBM, and enterprise SSD. The data supports expectations for a strong 1Q26 revenue inflection across Korea’s leading memory suppliers.\n\nHBM-related import proxies remain constructive. Imports of epoxide resins used in Hynix’s HBM production rose +80% YoY, while plastic film imports tied to Samsung’s HBM lines increased +87% YoY. These inputs have historically correlated closely with HBM shipment growth, reinforcing the view that AI-driven memory demand remains firm.\n\nOutside of memory, trends were more mixed. Display exports declined -4% YoY, MLCC exports were flat, and Li-ion battery exports were roughly unchanged amid softer EV demand. Overall, February data reinforces that memory remains the primary earnings driver within Korea tech.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.12992547742274274, "ret_signed_m1d": 0.12992547742274274, "alpha_spy_m1d": 0.12103284461340302, "alpha_c_m1d": 0.0907242878724186, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.039201189550324145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09584662984119818, "ret_signed_p1d": -0.09584662984119818, "alpha_spy_p1d": -0.10290198579949572, "alpha_c_p1d": -0.11640615675552346, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.020559526914325277, "ret_p1w": -0.0010649411030385636, "ret_signed_p1w": -0.0010649411030385636, "alpha_spy_p1w": 0.0035652743492615713, "alpha_c_p1w": -0.017098258376131437, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": 0.016033317273092873, "ret_p1m": -0.04472845832583294, "ret_signed_p1m": -0.04472845832583294, "alpha_spy_p1m": -0.010479492927083611, "alpha_c_p1m": -0.04705547634810725, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": 0.0023270180222743075, "ret_p3m": 1.4849735259249948, "ret_signed_p3m": 1.4849735259249948, "alpha_spy_p3m": 1.3700059562830387, "alpha_c_p3m": 0.953418275030171, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.5315552508948238, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 1.4849735259249948, "alpha_spy_stated": 1.3700059562830387, "alpha_c_stated": 0.953418275030171, "price_path": [-0.4239, -0.4217, -0.3866, -0.3983, -0.376, -0.3994, -0.393, -0.4111, -0.4366, -0.4143, -0.4132, -0.4185, -0.3835, -0.3792, -0.375, -0.375, -0.3633, -0.3197, -0.308, -0.308, -0.308, -0.2803, -0.2602, -0.2283, -0.2113, -0.1964, -0.2091, -0.2038, -0.2155, -0.2113, -0.2038, -0.1964, -0.1879, -0.2102, -0.2134, -0.1974, -0.1847, -0.2176, -0.1496, -0.106, -0.0848, -0.0337, -0.1177, -0.0359, -0.0433, -0.105, -0.1081, -0.0571, -0.0688, -0.0858, -0.0561, -0.0646, -0.0646, -0.0646, -0.0646, -0.0497, 0.0088, 0.0109, 0.0683, 0.0821, 0.1704, 0.1299, 0.1299, 0.0, -0.0958, 0.0021, -0.016, -0.1097, -0.0011, 0.017, -0.0096, -0.0309, 0.0373, 0.033, 0.1246, 0.0788, 0.0724, -0.0064, 0.0501, 0.0596, -0.0064, -0.0064, -0.0703, -0.1406, -0.0447, -0.1161, -0.0671, -0.0564, -0.0245, 0.1001, 0.0628, 0.0937, 0.1076, 0.1747, 0.2098, 0.23, 0.2013, 0.2417, 0.3035, 0.3024, 0.3046, 0.3014, 0.3759, 0.3845, 0.377, 0.3695, 0.3695, 0.541, 0.541, 0.705, 0.7614, 0.7955, 1.0021, 0.9542, 1.1044, 1.098, 0.9372, 0.9595, 0.8584, 0.8584, 1.066, 1.0671, 1.0671, 1.1853, 1.3887, 1.4381, 1.485, 1.5169, 1.5137, 1.5137, 1.4477, 1.2048, 1.0355, 1.3593, 1.1814, 1.2379, 1.2901, 1.437, 1.5372, 1.6852, 1.8599, 1.944, 2.1091, 1.7214, 1.7917, 2.107, 1.8471, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028671534210900054", "ticker_idx": 2, "ts": "2026-03-03T03:19:19+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": "HBM", "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "plastic film imports tied to Samsung's HBM lines increased +87% YoY", "tweet_type": "analysis", "timeline": "quarters", "summary": "Record Korea memory export surge (+262% YoY) driven by AI server demand supports strong 1Q26 inflection for Korean memory names and EWY.", "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": "original", "lang": "en", "tweet_text": "$EWY - SOUTH KOREA MEMORY EXPORTS SURGE TO RECORD HIGHS ON AI SERVER DEMAND\n\nGoldman Sachs notes that February marked a record acceleration in South Korea’s memory exports, with total memory shipments up +262% YoY, the fastest growth rate since tracking began in 2012. The strength came despite fewer working days versus last year, underscoring how powerful underlying demand has become. DRAM exports rose +322% YoY, while NAND chip exports increased +378% YoY and SSD exports +289% YoY, reflecting sustained AI server buildouts.\n\nThe ministry attributed the surge to aggressive hyperscaler capex and excess demand tied to AI infrastructure. The YoY growth rate has sequentially accelerated in recent months, highlighting tightening supply conditions across server DRAM, HBM, and enterprise SSD. The data supports expectations for a strong 1Q26 revenue inflection across Korea’s leading memory suppliers.\n\nHBM-related import proxies remain constructive. Imports of epoxide resins used in Hynix’s HBM production rose +80% YoY, while plastic film imports tied to Samsung’s HBM lines increased +87% YoY. These inputs have historically correlated closely with HBM shipment growth, reinforcing the view that AI-driven memory demand remains firm.\n\nOutside of memory, trends were more mixed. Display exports declined -4% YoY, MLCC exports were flat, and Li-ion battery exports were roughly unchanged amid softer EV demand. 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{"unit_id": "orig:2019493295794028956", "ticker_idx": 0, "ts": "2026-02-05T19:28:16+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN will sell off hard after earnings. All projects delayed. Big capital raise incoming. Possibly down greater than 100%", "tweet_type": "prediction", "timeline": "weeks", "summary": "IREN expected to sell off hard post-earnings on project delays and a large capital raise; down >100% before max-long entry.", "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": "Just had the dinner with @mikealfred. (It was an early dinner). It was important. He assured me that with 100% crystal clear certainty that $IREN will sell off hard after earnings. All projects delayed. Big capital raise incoming. Possibly down greater than 100% (his words, not mine) until every tourist and regard holder is decimated. Only then can you get max long.", "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": -0.11685674966383286, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.012572694736404433, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": -0.03306683594545001, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.018202348990187245, "ret_p1w": 0.006031612421397936, "ret_signed_p1w": -0.006031612421397936, "alpha_spy_p1w": -0.0006450652247731448, "alpha_c_p1w": -0.03605595374990078, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": -0.030024341328502846, "ret_p1m": -0.07765770498844282, "ret_signed_p1m": 0.07765770498844282, "alpha_spy_p1m": 0.06992469648149058, "alpha_c_p1m": 0.026616223644736814, "bench_spy_p1m": -0.007733008506952244, "bench_c_p1m": -0.05104148134370601, "ret_p3m": 0.3757225538817588, "ret_signed_p3m": -0.3757225538817588, "alpha_spy_p3m": -0.304699472120445, "alpha_c_p3m": -0.40264704377669946, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": -0.026924489894940673, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07765770498844282, "alpha_spy_stated": 0.06992469648149058, "alpha_c_stated": 0.026616223644736814, "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:2024573842287476818", "ticker_idx": 0, "ts": "2026-02-19T19:56:33+00:00", "symbol": "FIX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The trajectory reflects durable demand.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FIX: 485% backlog growth over ~6 years reflects durable demand.", "resolved_tickers": ["FIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "original", "lang": "en", "tweet_text": "$FIX total backlog has expanded from $1.62 billion in December 2019 to $9.38 billion as of September 2025. \n\nThis equals a 485% cumulative increase and a 36% compound annual growth rate over nearly six years. The trajectory reflects durable demand. https://t.co/t7qHVgNluo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.039351503238543084, "ret_signed_m1d": -0.039351503238543084, "alpha_spy_m1d": -0.0419958215399544, "alpha_c_m1d": -0.03197934366203825, "bench_spy_m1d": 0.002644318301411319, "bench_c_m1d": -0.007372159576504833, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06458583538026375, "ret_signed_p1d": 0.06458583538026375, "alpha_spy_p1d": 0.057353986091167375, "alpha_c_p1d": 0.05953875489898475, "bench_spy_p1d": 0.00723184928909637, "bench_c_p1d": 0.005047080481278998, "ret_p1w": 0.04711247809369978, "ret_signed_p1w": 0.04711247809369978, "alpha_spy_p1w": 0.04007067405509468, "alpha_c_p1w": 0.045070977054159966, "bench_spy_p1w": 0.007041804038605104, "bench_c_p1w": 0.002041501039539817, "ret_p1m": -0.011696436521788756, "ret_signed_p1m": -0.011696436521788756, "alpha_spy_p1m": 0.03817896730195758, "alpha_c_p1m": 0.07149518752190731, "bench_spy_p1m": -0.049875403823746334, "bench_c_p1m": -0.08319162404369607, "ret_p3m": 0.33027837869404864, "ret_signed_p3m": 0.33027837869404864, "alpha_spy_p3m": 0.25539839854481294, "alpha_c_p3m": 0.3706881646421992, "bench_spy_p3m": 0.07487998014923569, "bench_c_p3m": -0.04040978594815059, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011696436521788756, "alpha_spy_stated": 0.03817896730195758, "alpha_c_stated": 0.07149518752190731, "price_path": [-0.3119, -0.3032, -0.2931, -0.2931, -0.2887, -0.3002, -0.3187, -0.3089, -0.2686, -0.2709, -0.2796, -0.2839, -0.2564, -0.2538, -0.2953, -0.2949, -0.2949, -0.3566, -0.3313, -0.3151, -0.3078, -0.2972, -0.3025, -0.3025, -0.2983, -0.3079, -0.3106, -0.3205, -0.3205, -0.2693, -0.2484, -0.2464, -0.2464, -0.2927, -0.2644, -0.2441, -0.2187, -0.2333, -0.2057, -0.1846, -0.1846, -0.1738, -0.1642, -0.1761, -0.1835, -0.1791, -0.1552, -0.1489, -0.1471, -0.1685, -0.1436, -0.1191, -0.1847, -0.1642, -0.1043, -0.0654, -0.0756, -0.0254, -0.0535, -0.0259, -0.0259, -0.026, -0.0394, 0.0, 0.0646, 0.0292, 0.0692, 0.0561, 0.0471, 0.0407, 0.0471, 0.0128, 0.0414, -0.0184, -0.0683, -0.0003, 0.0079, 0.0251, 0.0007, -0.0054, 0.0301, 0.0376, 0.0366, 0.0523, -0.0117, 0.0258, 0.0646, 0.0713, -0.0103, -0.0044, -0.0726, 0.0045, 0.0406, 0.0323, 0.0323, 0.0446, 0.038, 0.111, 0.1469, 0.1603, 0.1858, 0.2023, 0.2012, 0.1698, 0.2023, 0.2238, 0.2195, 0.2562, 0.2922, 0.2574, 0.3068, 0.2523, 0.2559, 0.3405, 0.36, 0.3782, 0.433, 0.4652, 0.4146, 0.4222, 0.4809, 0.4687, 0.4821, 0.4877, 0.4521, 0.3514, 0.3303, 0.3376, 0.3374, 0.3323, 0.3323, 0.3726, 0.3606, 0.3519, 0.3323, 0.3029, 0.3724, 0.3482, 0.3952, 0.3437, 0.3496, 0.3347, 0.253, 0.3433, 0.3683, 0.4225, 0.3947, 0.4077, 0.4337, 0.4337, 0.5059, 0.3904, 0.4243, 0.4702, 0.3512, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2001799439485190243", "ticker_idx": 0, "ts": "2025-12-18T23:39:12+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I will never sell a single share of this company ever", "tweet_type": "analysis", "timeline": "years", "summary": "Decisive long on RKLB; author commits to never selling, bullish on Neutron program.", "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 execution is unbelievable. I will never sell a single share of this company ever. Can’t wait for Neutron to send us to the moon", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15031195375366335, "ret_signed_m1d": -0.15031195375366335, "alpha_spy_m1d": -0.14132985682152166, "alpha_c_m1d": -0.14177859271645066, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.008533361037212694, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09968812738709354, "ret_signed_p1d": 0.09968812738709354, "alpha_spy_p1d": 0.09345832353665995, "alpha_c_p1d": 0.0886019671042848, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.011086160282808732, "ret_p1w": 0.0018435179949101155, "ret_signed_p1w": 0.0018435179949101155, "alpha_spy_p1w": -0.012438149558594569, "alpha_c_p1w": -0.010272847383838934, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.01211636537874905, "ret_p1m": 0.3655701593290719, "ret_signed_p1m": 0.3655701593290719, "alpha_spy_p1m": 0.34930496189838367, "alpha_c_p1m": 0.2910697994189422, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.07450035991012971, "ret_p3m": -0.014747494833227126, "ret_signed_p3m": -0.014747494833227126, "alpha_spy_p3m": 0.013404637157113153, "alpha_c_p3m": -0.07817453252251827, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.06342703768929114, "ret_p6m": 0.5492059727819281, "ret_signed_p6m": 0.5492059727819281, "alpha_spy_p6m": 0.4370952881904959, "alpha_c_p6m": 0.3956338166027564, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.15357215617917164, "ret_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": [-0.2497, -0.3096, -0.3388, -0.344, -0.3334, -0.3206, -0.3198, -0.256, -0.2036, -0.1704, -0.1278, -0.0739, -0.0581, -0.0888, -0.0723, -0.0353, -0.0177, -0.0499, -0.0603, -0.045, -0.0726, -0.1412, -0.0986, -0.0845, -0.0695, -0.096, -0.0618, -0.1361, -0.1069, -0.1302, -0.1978, -0.1999, -0.2965, -0.2677, -0.264, -0.2734, -0.2914, -0.3583, -0.3542, -0.3858, -0.3934, -0.3815, -0.4402, -0.4285, -0.398, -0.3959, -0.4054, -0.4054, -0.4024, -0.4275, -0.4058, -0.3659, -0.2999, -0.3044, -0.2689, -0.2423, -0.1843, -0.0991, -0.128, -0.2143, -0.2131, -0.2348, -0.1503, 0.0, 0.0997, 0.0944, 0.0944, 0.0944, 0.0018, -0.0057, -0.001, -0.0108, -0.0108, 0.0776, 0.1081, 0.2199, 0.1923, 0.1781, 0.2032, 0.2465, 0.2277, 0.3018, 0.287, 0.3656, 0.3656, 0.2643, 0.2453, 0.2476, 0.2606, 0.1412, 0.2337, 0.256, 0.215, 0.1354, 0.0515, 0.1524, 0.0367, -0.0596, 0.0255, 0.0754, 0.0214, -0.0128, -0.064, -0.0437, -0.0437, -0.0089, 0.0553, 0.0859, 0.0048, -0.0044, -0.0078, -0.0045, 0.0302, -0.0201, 0.0064, -0.0055, 0.0197, -0.0074, -0.0058, 0.0136, -0.0225, 0.0204, -0.0305, -0.0299, 0.0112, 0.1144, -0.0147, 0.02, -0.0467, -0.0357, -0.0631, 0.0335, -0.0649, -0.136, -0.1863, -0.0893, -0.0709, -0.0396, -0.0396, -0.0404, -0.0596, -0.0204, -0.0536, -0.035, 0.0014, 0.0241, 0.0437, 0.176, 0.2025, 0.2686, 0.2286, 0.2768, 0.1997, 0.1299, 0.1669, 0.1144, 0.0922, 0.17, 0.1176, 0.1388, 0.1168, 0.2004, 0.1143, 0.4956, 0.6641, 0.667, 0.7605, 0.8796, 0.7693, 0.8599, 0.8053, 0.9041, 0.7789, 0.9251, 0.9251, 1.0306, 1.1303, 1.0991, 1.0346, 0.7355, 0.7487, 0.6265, 0.7009, 0.561, 0.6116, 0.5347, 0.4896, 0.6276, 0.4519, 0.5492]}
{"unit_id": "orig:2065491922949402701", "ticker_idx": 0, "ts": "2026-06-12T17:50:24+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i've never seen a chart that looks like it wants to gap up more than $LITE", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish LITE; chart setup strongly suggests imminent gap up.", "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": "i've never seen a chart that looks like it wants to gap up more than $LITE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03469114413366481, "ret_signed_m1d": -0.03469114413366481, "alpha_spy_m1d": -0.029311988041781256, "alpha_c_m1d": -0.029311988041781256, "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": 0.038716950356249225, "ret_signed_p1d": 0.038716950356249225, "alpha_spy_p1d": 0.021082980462495904, "alpha_c_p1d": 0.021082980462495904, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.01763396989375332, "ret_p1w": -0.07765093726742833, "ret_signed_p1w": -0.07765093726742833, "alpha_spy_p1w": -0.0869718159234214, "alpha_c_p1w": -0.0869718159234214, "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": -0.07765093726742833, "alpha_spy_stated": -0.0869718159234214, "alpha_c_stated": -0.0869718159234214, "price_path": [-0.2952, -0.2395, -0.1621, -0.2335, -0.209, -0.1297, -0.1567, -0.2526, -0.2375, -0.2895, -0.2374, -0.1703, -0.1027, -0.1027, -0.162, -0.1148, -0.0277, -0.0298, -0.0263, -0.0547, -0.0746, -0.1059, -0.0329, -0.0298, -0.0287, -0.0918, -0.052, -0.081, -0.0433, -0.0671, -0.1413, -0.0686, -0.0209, 0.0308, 0.0593, 0.0792, 0.0247, -0.0314, -0.0193, 0.1427, 0.0768, 0.1181, 0.0871, 0.0533, -0.0397, -0.0341, -0.058, 0.0466, 0.0275, 0.0275, -0.0117, -0.0209, -0.0661, -0.0723, -0.018, 0.1167, 0.0178, 0.0255, -0.0628, -0.0284, -0.1083, -0.0741, -0.0347, 0.0, 0.0387, -0.0501, -0.056, -0.0777, -0.0777, -0.03, -0.1016, -0.0858, -0.0647, -0.1135, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066552982544515168", "ticker_idx": 0, "ts": "2026-06-15T16:06:40+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still a 4x away from fair value anon", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses $1000 PT on NBIS and asserts it is still 4x away from fair value, implying significant further upside.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "still a 4x away from fair value anon https://t.co/twaXa3qRtg", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS Price Target just got raised to $1000 https://t.co/yg2gjPRy69", "parent_author": null, "ret_m1d": -0.10654825982806326, "ret_signed_m1d": -0.10654825982806326, "alpha_spy_m1d": -0.08921985844264724, "alpha_c_m1d": -0.10173501206842739, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.004813247759635875, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01934094142976739, "ret_signed_p1d": 0.01934094142976739, "alpha_spy_p1d": 0.02530250427400149, "alpha_c_p1d": 0.018182202911812606, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0011587385179547827, "ret_p1w": 0.09051400532317988, "ret_signed_p1w": 0.09051400532317988, "alpha_spy_p1w": 0.10180431587441163, "alpha_c_p1w": 0.1355447863818039, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.045030781058624014, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5441, -0.5327, -0.5477, -0.5611, -0.5582, -0.5575, -0.5925, -0.6123, -0.6452, -0.601, -0.608, -0.5816, -0.5816, -0.5673, -0.5486, -0.5194, -0.4758, -0.4426, -0.4057, -0.3773, -0.3587, -0.3642, -0.3958, -0.388, -0.398, -0.3996, -0.396, -0.4342, -0.4426, -0.4789, -0.4571, -0.4685, -0.406, -0.3216, -0.3236, -0.2499, -0.2895, -0.3192, -0.2844, -0.3113, -0.203, -0.1497, -0.1543, -0.2315, -0.2397, -0.2624, -0.1543, -0.1742, -0.1742, -0.2, -0.1988, -0.1297, -0.1114, 0.0171, 0.002, -0.0323, -0.0015, -0.124, -0.1618, -0.1536, -0.186, -0.1455, -0.1065, 0.0, 0.0193, 0.0801, 0.1024, 0.1024, 0.0905, 0.0584, -0.0016, -0.0132, -0.076, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2030767415936909354", "ticker_idx": 0, "ts": "2026-03-08T22:07:36+00:00", "symbol": "XLE", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "U.S. DISMAYED AS ISRAEL STRIKES IRAN FUEL DEPOTS, RAISING ENERGY MARKET ESCALATION RISKS", "tweet_type": "news_reaction", "timeline": "days", "summary": "Tags energy ETFs alongside news of Israeli strikes on Iranian fuel depots raising energy market escalation/supply disruption risks; implied bullish on energy prices.", "resolved_tickers": ["XLE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "$XLE $USO U.S. DISMAYED AS ISRAEL STRIKES IRAN FUEL DEPOTS, RAISING ENERGY MARKET ESCALATION RISKS - AXIOS\n\nThe U.S. privately expressed dismay after Israel carried out strikes on roughly 30 Iranian fuel depots, an escalation that reportedly exceeded expectations in Washington. U.S. officials had been notified in advance but were surprised by the scale and choice of targets within Iran’s domestic fuel distribution network.\n\nThe strikes triggered large fires across Tehran and disrupted fuel storage and logistics facilities. Targeting energy infrastructure that supports civilian demand raised concern among U.S. officials about potential humanitarian and political consequences inside Iran.\n\nWashington is also assessing the strategic implications of expanding the conflict to domestic energy assets. Officials worry such actions could strengthen internal Iranian support for the regime and complicate broader regional containment efforts.\n\nEnergy markets are closely monitoring the escalation given Iran’s central role in global oil supply dynamics. Further attacks on energy infrastructure or retaliation affecting regional transport routes could increase volatility in crude prices and fuel markets.\n\nIranian officials warned that continued attacks on fuel infrastructure could prompt broader retaliation, underscoring rising risks of regional energy disruption.\n\nhttps://t.co/dzQ3BfCMwE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004438962700696658, "ret_signed_m1d": 0.004438962700696658, "alpha_spy_m1d": 0.013122853672234536, "alpha_c_m1d": 0.013122853672234536, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012784102711190237, "ret_signed_p1d": -0.012784102711190237, "alpha_spy_p1d": -0.011177087134700558, "alpha_c_p1d": -0.011177087134700558, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": 0.028054079468178728, "ret_signed_p1w": 0.028054079468178728, "alpha_spy_p1w": 0.04167689272064745, "alpha_c_p1w": 0.04167689272064745, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": 0.0751610561689291, "ret_signed_p1m": 0.0751610561689291, "alpha_spy_p1m": 0.10059295517482114, "alpha_c_p1m": 0.10059295517482114, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.04996193458158982, "ret_signed_p3m": 0.04996193458158982, "alpha_spy_p3m": -0.0692939278273359, "alpha_c_p3m": -0.0692939278273359, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.028054079468178728, "alpha_spy_stated": 0.04167689272064745, "alpha_c_stated": 0.04167689272064745, "price_path": [-0.187, -0.1908, -0.1988, -0.2044, -0.2287, -0.2116, -0.2231, -0.2231, -0.215, -0.2099, -0.2122, -0.2122, -0.2152, -0.2077, -0.2017, -0.2061, -0.2061, -0.1895, -0.1674, -0.1896, -0.1987, -0.1735, -0.1713, -0.1772, -0.1655, -0.1467, -0.1547, -0.1532, -0.1532, -0.1548, -0.1344, -0.1316, -0.1266, -0.1261, -0.1181, -0.1113, -0.1032, -0.0936, -0.1113, -0.0826, -0.062, -0.073, -0.0545, -0.0476, -0.0487, -0.0238, -0.0415, -0.035, -0.035, -0.0456, -0.0273, -0.0202, -0.0256, -0.0208, -0.0217, -0.0257, -0.0225, -0.0071, 0.0128, 0.0036, -0.0023, 0.0028, 0.0044, 0.0, -0.0128, 0.0117, 0.0211, 0.0245, 0.0281, 0.0389, 0.0375, 0.054, 0.0531, 0.0657, 0.0873, 0.0825, 0.0995, 0.1181, 0.1073, 0.0948, 0.0539, 0.0589, 0.0589, 0.0666, 0.0752, 0.0375, 0.0246, 0.0176, 0.0207, -0.0001, -0.0035, 0.0112, -0.0167, -0.0158, -0.0015, 0.0105, 0.0183, 0.0164, 0.0146, 0.0314, 0.055, 0.066, 0.0517, 0.0614, 0.0625, 0.0187, -0.0001, -0.0045, 0.0217, 0.0289, 0.0299, 0.0378, 0.0623, 0.0827, 0.0954, 0.0687, 0.0568, 0.0632, 0.0632, 0.0339, 0.0185, 0.0178, 0.006, 0.024, 0.0358, 0.0492, 0.05, 0.0307, 0.0425, 0.0257, 0.041, 0.0208, 0.0285, -0.0072, -0.0106, -0.023, -0.039, -0.039, -0.0269, -0.0197, -0.0357, -0.0263, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2030767415936909354", "ticker_idx": 1, "ts": "2026-03-08T22:07:36+00:00", "symbol": "USO", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Energy markets are closely monitoring the escalation given Iran's central role in global oil supply dynamics", "tweet_type": "news_reaction", "timeline": "days", "summary": "Tags energy ETFs alongside news of Israeli strikes on Iranian fuel depots raising energy market escalation/supply disruption risks; implied bullish on energy prices.", "resolved_tickers": ["USO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "$XLE $USO U.S. DISMAYED AS ISRAEL STRIKES IRAN FUEL DEPOTS, RAISING ENERGY MARKET ESCALATION RISKS - AXIOS\n\nThe U.S. privately expressed dismay after Israel carried out strikes on roughly 30 Iranian fuel depots, an escalation that reportedly exceeded expectations in Washington. U.S. officials had been notified in advance but were surprised by the scale and choice of targets within Iran’s domestic fuel distribution network.\n\nThe strikes triggered large fires across Tehran and disrupted fuel storage and logistics facilities. Targeting energy infrastructure that supports civilian demand raised concern among U.S. officials about potential humanitarian and political consequences inside Iran.\n\nWashington is also assessing the strategic implications of expanding the conflict to domestic energy assets. Officials worry such actions could strengthen internal Iranian support for the regime and complicate broader regional containment efforts.\n\nEnergy markets are closely monitoring the escalation given Iran’s central role in global oil supply dynamics. Further attacks on energy infrastructure or retaliation affecting regional transport routes could increase volatility in crude prices and fuel markets.\n\nIranian officials warned that continued attacks on fuel infrastructure could prompt broader retaliation, underscoring rising risks of regional energy disruption.\n\nhttps://t.co/dzQ3BfCMwE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04255721972670501, "ret_signed_m1d": 0.04255721972670501, "alpha_spy_m1d": 0.05124111069824289, "alpha_c_m1d": 0.05124111069824289, "bench_spy_m1d": -0.008683890971537878, "bench_c_m1d": -0.008683890971537878, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014664993313950658, "ret_signed_p1d": 0.014664993313950658, "alpha_spy_p1d": 0.016272008890440337, "alpha_c_p1d": 0.016272008890440337, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": 0.10255915614349442, "ret_signed_p1w": 0.10255915614349442, "alpha_spy_p1w": 0.11618196939596315, "alpha_c_p1w": 0.11618196939596315, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": 0.3234927576695781, "ret_signed_p1m": 0.3234927576695781, "alpha_spy_p1m": 0.3489246566754701, "alpha_c_p1m": 0.3489246566754701, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.3106489321699817, "ret_signed_p3m": 0.3106489321699817, "alpha_spy_p3m": 0.19139306976105597, "alpha_c_p3m": 0.19139306976105597, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.10255915614349442, "alpha_spy_stated": 0.11618196939596315, "alpha_c_stated": 0.11618196939596315, "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:2066193024539939308", "ticker_idx": 0, "ts": "2026-06-14T16:16:19+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK wants $2200 this week might take $2300", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish SNDK, targeting $2200–$2300 this week.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK wants $2200 this week might take $2300", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06061129549636057, "ret_signed_m1d": -0.06061129549636057, "alpha_spy_m1d": -0.04328289411094455, "alpha_c_m1d": -0.024165187506830388, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05517921145915561, "ret_signed_p1d": -0.05517921145915561, "alpha_spy_p1d": -0.049217648614921505, "alpha_c_p1d": -0.02728411994381963, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.07869112018527202, "ret_signed_p1w": 0.07869112018527202, "alpha_spy_p1w": 0.08998143073650378, "alpha_c_p1w": 0.07561947392880608, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.07869112018527202, "alpha_spy_stated": 0.08998143073650378, "alpha_c_stated": 0.07561947392880608, "price_path": [-0.6424, -0.6337, -0.6633, -0.6667, -0.6667, -0.6784, -0.7138, -0.7078, -0.7284, -0.6986, -0.6714, -0.6672, -0.6672, -0.6562, -0.6628, -0.6295, -0.596, -0.5959, -0.5481, -0.5519, -0.577, -0.5638, -0.5631, -0.5668, -0.5714, -0.5355, -0.5576, -0.5304, -0.4923, -0.5245, -0.4951, -0.4798, -0.4369, -0.4042, -0.3328, -0.3311, -0.3643, -0.2588, -0.2658, -0.3111, -0.3134, -0.344, -0.3322, -0.3676, -0.3437, -0.3393, -0.2683, -0.2985, -0.2985, -0.2459, -0.2457, -0.2212, -0.1959, -0.1644, -0.1857, -0.1311, -0.1652, -0.2602, -0.221, -0.2189, -0.2204, -0.1074, -0.0606, 0.0, -0.0552, -0.0707, 0.0365, 0.0365, 0.0787, -0.0684, -0.0918, 0.1078, -0.0081, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025312809924366459", "ticker_idx": 0, "ts": "2026-02-21T20:52:57+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Morgan Stanley sees active power as the key metric into Q4, flagging it as the most likely area of upside surprise with modest positive implications for forward EPS if execution holds", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Shares Morgan Stanley CRWV preview: Equal-weight $99 PT, constructive on power delivery and bookings execution into Q4 and 2026 ramp.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$CRWV $NBIS $IREN\n\n*COREWEAVE EARNINGS PREVIEW\n\nMorgan Stanley sees active power as the key metric into Q4, flagging it as the most likely area of upside surprise with modest positive implications for forward EPS if execution holds.\n\nCoreWeave exited Q3 at 590MW of active power and is targeting more than 850MW by year end. Achieving or exceeding that threshold is framed as important to reinforcing the durability of the growth narrative in a supply constrained environment, particularly after prior data center delays pushed out capex and weighed on sentiment.\n\nOn bookings, Q4 has been relatively quiet compared to earlier periods that included large NVIDIA-related announcements. After Q3 backlog-based bookings came in below some expectations, Morgan Stanley looks for improved transparency around broader customer diversification and incremental large-deal activity to support confidence in forward demand visibility.\n\nLooking ahead to 2026, the firm outlines a constructive setup as 2.9GW of contracted capacity is expected to come online over the next 12 to 24 months, with capex projected to more than double year over year. Consensus revenue of approximately $12.2B implies 138 percent year over year growth, and an above-consensus guide may be required to reinforce confidence in management’s ability to execute on its capacity plans.\n\nThe stock is rated Equal-weight with a $99 price target, reflecting a balance between the scale of the GenAI data center opportunity and risks including leverage, customer concentration, and limited operating history. Morgan Stanley frames Q4 as an execution quarter, with credibility on power delivery and bookings likely to matter more than incremental headline flow.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017503262901689687, "ret_signed_m1d": -0.017503262901689687, "alpha_spy_m1d": -0.027819976681175418, "alpha_c_m1d": -0.027819976681175418, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0931308570555105, "ret_signed_p1d": 0.0931308570555105, "alpha_spy_p1d": 0.08586238178531214, "alpha_c_p1d": 0.08586238178531214, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": -0.1407969374917063, "ret_signed_p1w": -0.1407969374917063, "alpha_spy_p1w": -0.14664398048005178, "alpha_c_p1w": -0.14664398048005178, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": -0.08608542503388883, "ret_signed_p1m": -0.08608542503388883, "alpha_spy_p1m": -0.04589408557404573, "alpha_c_p1m": -0.04589408557404573, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": 0.1842801207399607, "ret_signed_p3m": 0.1842801207399607, "alpha_spy_p3m": 0.09289788664729226, "alpha_c_p3m": 0.09289788664729226, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.1842801207399607, "alpha_spy_stated": 0.09289788664729226, "alpha_c_stated": 0.09289788664729226, "price_path": [-0.1822, -0.1822, -0.1951, -0.1517, -0.163, -0.1264, -0.056, -0.028, -0.0506, -0.002, -0.0295, -0.0381, -0.1349, -0.2035, -0.2349, -0.2894, -0.255, -0.0863, -0.0662, -0.1165, -0.1318, -0.1318, -0.1587, -0.1753, -0.1865, -0.2117, -0.2117, -0.1268, -0.1539, -0.142, -0.1504, -0.1514, -0.1178, -0.01, -0.037, -0.0114, 0.0459, 0.1144, 0.1144, 0.0482, 0.0353, 0.0105, 0.0236, 0.0822, 0.1984, 0.1671, 0.0957, 0.0259, -0.0209, -0.0086, -0.0923, -0.1782, -0.0098, 0.0655, 0.047, 0.0474, 0.0535, 0.0572, 0.0572, 0.0018, 0.0507, 0.0694, -0.0175, 0.0, 0.0931, 0.0789, 0.0747, -0.1242, -0.1408, -0.1878, -0.1248, -0.1764, -0.1965, -0.1809, -0.1753, -0.0978, -0.1209, -0.1071, -0.0548, -0.096, -0.0883, -0.1121, -0.1031, -0.0978, -0.0861, -0.0359, -0.1144, -0.1765, -0.2388, -0.1472, -0.1365, -0.0947, -0.0947, -0.109, -0.0616, -0.0214, 0.0128, 0.1229, 0.2139, 0.2902, 0.3066, 0.3162, 0.2863, 0.2927, 0.2677, 0.349, 0.2926, 0.2125, 0.2336, 0.1617, 0.257, 0.2285, 0.3101, 0.3808, 0.4079, 0.5189, 0.4183, 0.2566, 0.2627, 0.1862, 0.2253, 0.2573, 0.1812, 0.1423, 0.0987, 0.1149, 0.1843, 0.1613, 0.1613, 0.1657, 0.1478, 0.1764, 0.2057, 0.3741, 0.313, 0.2212, 0.1892, 0.1051, 0.1269, 0.0838, 0.0525, 0.0539, 0.1069, 0.1747, 0.2883, 0.2683, 0.2984, 0.2984, 0.2251, 0.1638, 0.1105, 0.0872, 0.0632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021199861237141539", "ticker_idx": 0, "ts": "2026-02-10T12:29:33+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is going to zero.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Former bull who exited a large HIMS position now calls it going to zero after warning signs.", "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 is going to zero.\n\nThis is not rage bait but the conclusion reached by an early bull who owned nearly 20,000 shares, realized over $562,000 in gains, and exited once the warning signs became impossible to ignore.\n\nI explain why I think so here:\n\nhttps://t.co/Bvco2Ftxpu https://t.co/s6YqsxlQ41", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1212297088361467, "ret_signed_m1d": -0.1212297088361467, "alpha_spy_m1d": -0.11858567860498015, "alpha_c_m1d": -0.11858567860498015, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.0026440302311665498, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03190250837369213, "ret_signed_p1d": 0.03190250837369213, "alpha_spy_p1d": 0.03167138623002763, "alpha_c_p1d": 0.03167138623002763, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": -0.05626446207844582, "ret_signed_p1w": 0.05626446207844582, "alpha_spy_p1w": 0.042870814169582605, "alpha_c_p1w": 0.042870814169582605, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": 0.5011600640577072, "ret_signed_p1m": -0.5011600640577072, "alpha_spy_p1m": -0.5239739562095722, "alpha_c_p1m": -0.5239739562095722, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": 0.6397912316172911, "ret_signed_p3m": -0.6397912316172911, "alpha_spy_p3m": -0.5711405966298135, "alpha_c_p3m": -0.5711405966298135, "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": -0.5011600640577072, "alpha_spy_stated": -0.5239739562095722, "alpha_c_stated": -0.5239739562095722, "price_path": [1.0911, 1.145, 1.0638, 1.1032, 1.0783, 0.9501, 1.0133, 1.1914, 1.1514, 1.2274, 1.2274, 1.3063, 1.1758, 1.1061, 1.1502, 1.3213, 1.2738, 1.2691, 1.3097, 1.1972, 1.1908, 1.1584, 1.1027, 1.1381, 1.0284, 1.0168, 1.0626, 1.0331, 1.0186, 1.011, 1.011, 0.9901, 0.978, 0.9165, 0.8834, 0.8834, 0.9379, 1.0133, 1.0568, 1.0568, 0.9646, 0.8382, 0.8759, 0.8677, 0.8167, 0.8115, 0.8202, 0.8202, 0.7674, 0.6758, 0.7703, 0.7181, 0.7564, 0.7216, 0.663, 0.7326, 0.5713, 0.5336, 0.4814, 0.4153, 0.3619, 0.3353, 0.1212, 0.0, -0.0319, -0.0835, -0.0545, -0.0545, -0.0563, -0.0812, -0.0824, -0.0934, -0.1003, -0.1032, -0.0824, -0.0951, -0.1578, -0.0441, -0.0824, -0.0458, -0.0789, -0.087, 0.2854, 0.3614, 0.5012, 0.3828, 0.4368, 0.4432, 0.449, 0.3428, 0.4014, 0.2773, 0.3028, 0.2378, 0.2088, 0.21, 0.1241, 0.0893, 0.2042, 0.1508, 0.1102, 0.1102, 0.1792, 0.1311, 0.1247, 0.1456, 0.127, 0.2268, 0.239, 0.4089, 0.5655, 0.6717, 0.7987, 0.7262, 0.6827, 0.6328, 0.7726, 0.7048, 0.6189, 0.5273, 0.576, 0.5899, 0.5818, 0.5273, 0.5592, 0.4878, 0.6398, 0.6903, 0.4519, 0.4002, 0.406, 0.453, 0.2929, 0.3016, 0.3364, 0.3927, 0.3776, 0.3776, 0.3834, 0.4617, 0.4722, 0.5168, 0.6102, 0.5957, 0.5957, 0.6247, 0.5191, 0.576, 0.681, 0.6114, 0.6746, 0.5557, 0.75, 0.8254, 0.8498, 1.0574, 1.0574, 0.9455, 0.9118, 0.8968, 0.8973, 0.9687, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026164016557461629", "ticker_idx": 0, "ts": "2026-02-24T05:15:20+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 and $COHR are positioned as key datacom and telecom laser and transceiver suppliers with exposure to mix-driven margin expansion and capacity leverage", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares J.P. Morgan's bullish thesis: LITE, COHR, GLW, and AXTI are key beneficiaries of multi-year AI-driven optical infrastructure ramp through 2027–2030.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$LITE $AXTI $COHR: AI-DRIVEN OPTICAL CYCLE GAINS STRUCTURAL MOMENTUM\n\nJ.P. Morgan outlines a multi-year acceleration in optical infrastructure tied to AI data center build-outs, with aggregate capex from the top five U.S. cloud providers projected to rise from roughly $450bn in 2025 to ~$850bn by 2027, implying ~37% CAGR and approximately $200bn of incremental annual spend. While compute remains the primary driver, networking and optics are expected to capture a growing share of incremental investment.\n\nA central theme is rising transceiver intensity per XPU. Attach rates that were initially modeled at 1:1 in smaller clusters are now trending closer to 2:1 and as high as 5:1 in large-scale deployments. As architectures evolve from scale-out to scale-up, optical content per accelerator is expected to increase further, suggesting optical revenue growth could outpace XPU shipment growth.\n\nThe 800G+ datacom segment is positioned as the primary growth engine, with the overall datacom market projected to expand from $17bn in 2025 to $46bn by 2030 at 20%+ CAGR. Within that, 800G+ is forecast to grow at 40%+ CAGR, tracking closer to 70% between 2025 and 2027. Co-packaged optics is expected to begin ramping in 2026, with a more material inflection after 2028, scaling toward roughly $10bn by 2030 as power efficiency and cost constraints drive adoption in scale-up environments.\n\nWithin this framework, $LITE and $COHR are positioned as key datacom and telecom laser and transceiver suppliers with exposure to mix-driven margin expansion and capacity leverage. $GLW offers fiber and connectivity exposure across data center and telecom deployments, with operating leverage tied to incremental optical build-out. $AXTI, as a supplier of indium phosphide substrates used in optical components, provides upstream leverage to rising laser and transceiver demand across the AI infrastructure stack.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01967256843719778, "ret_signed_m1d": -0.01967256843719778, "alpha_spy_m1d": -0.012456542671824056, "alpha_c_m1d": -0.012456542671824056, "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": 0.05102647815621286, "ret_signed_p1d": 0.05102647815621286, "alpha_spy_p1d": 0.04258817185567443, "alpha_c_p1d": 0.04258817185567443, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.008438306300538434, "ret_p1w": 0.00894993675407596, "ret_signed_p1w": 0.00894993675407596, "alpha_spy_p1w": 0.019162924404239834, "alpha_c_p1w": 0.019162924404239834, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.010212987650163874, "ret_p1m": 0.12916436987833935, "ret_signed_p1m": 0.12916436987833935, "alpha_spy_p1m": 0.17097159538454532, "alpha_c_p1m": 0.17097159538454532, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04180722550620597, "ret_p3m": 0.3757682269219773, "ret_signed_p3m": 0.3757682269219773, "alpha_spy_p3m": 0.28800157502349233, "alpha_c_p3m": 0.28800157502349233, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5521, -0.5276, -0.5381, -0.56, -0.5598, -0.5237, -0.5185, -0.5023, -0.4765, -0.4682, -0.4594, -0.5287, -0.5137, -0.5407, -0.5347, -0.5102, -0.4603, -0.4335, -0.4371, -0.4248, -0.4248, -0.4322, -0.4586, -0.4607, -0.4645, -0.4645, -0.439, -0.4812, -0.4226, -0.4292, -0.494, -0.4894, -0.5062, -0.475, -0.5182, -0.5013, -0.5289, -0.5289, -0.4816, -0.4734, -0.485, -0.5072, -0.517, -0.4615, -0.4406, -0.4458, -0.4307, -0.3848, -0.3678, -0.3236, -0.2671, -0.198, -0.1614, -0.1847, -0.1659, -0.1523, -0.1824, -0.1824, -0.1276, -0.1366, -0.0765, -0.0298, -0.0197, 0.0, 0.051, -0.0164, 0.0184, 0.138, 0.0089, -0.0109, -0.0544, -0.1886, -0.0691, -0.0236, -0.0236, -0.1049, -0.0956, -0.0922, -0.0562, 0.0182, 0.1218, 0.0263, 0.0591, 0.1652, 0.1292, 0.0008, 0.021, -0.0486, 0.0211, 0.111, 0.2014, 0.2014, 0.1221, 0.1852, 0.3018, 0.2991, 0.3037, 0.2658, 0.239, 0.1972, 0.2949, 0.299, 0.3005, 0.216, 0.2693, 0.2305, 0.281, 0.249, 0.1498, 0.2471, 0.311, 0.3802, 0.4183, 0.445, 0.372, 0.2968, 0.3131, 0.5301, 0.4418, 0.497, 0.4555, 0.4103, 0.2858, 0.2932, 0.2612, 0.4013, 0.3758, 0.3758, 0.3233, 0.311, 0.2504, 0.2422, 0.3149, 0.4953, 0.3628, 0.3731, 0.2548, 0.3009, 0.194, 0.2397, 0.2925, 0.339, 0.3908, 0.2718, 0.264, 0.235, 0.235, 0.2988, 0.2029, 0.2241, 0.2524, 0.187, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026164016557461629", "ticker_idx": 1, "ts": "2026-02-24T05:15:20+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE and $COHR are positioned as key datacom and telecom laser and transceiver suppliers with exposure to mix-driven margin expansion and capacity leverage", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares J.P. Morgan's bullish thesis: LITE, COHR, GLW, and AXTI are key beneficiaries of multi-year AI-driven optical infrastructure ramp through 2027–2030.", "resolved_tickers": ["COHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "$LITE $AXTI $COHR: AI-DRIVEN OPTICAL CYCLE GAINS STRUCTURAL MOMENTUM\n\nJ.P. Morgan outlines a multi-year acceleration in optical infrastructure tied to AI data center build-outs, with aggregate capex from the top five U.S. cloud providers projected to rise from roughly $450bn in 2025 to ~$850bn by 2027, implying ~37% CAGR and approximately $200bn of incremental annual spend. While compute remains the primary driver, networking and optics are expected to capture a growing share of incremental investment.\n\nA central theme is rising transceiver intensity per XPU. Attach rates that were initially modeled at 1:1 in smaller clusters are now trending closer to 2:1 and as high as 5:1 in large-scale deployments. As architectures evolve from scale-out to scale-up, optical content per accelerator is expected to increase further, suggesting optical revenue growth could outpace XPU shipment growth.\n\nThe 800G+ datacom segment is positioned as the primary growth engine, with the overall datacom market projected to expand from $17bn in 2025 to $46bn by 2030 at 20%+ CAGR. Within that, 800G+ is forecast to grow at 40%+ CAGR, tracking closer to 70% between 2025 and 2027. Co-packaged optics is expected to begin ramping in 2026, with a more material inflection after 2028, scaling toward roughly $10bn by 2030 as power efficiency and cost constraints drive adoption in scale-up environments.\n\nWithin this framework, $LITE and $COHR are positioned as key datacom and telecom laser and transceiver suppliers with exposure to mix-driven margin expansion and capacity leverage. $GLW offers fiber and connectivity exposure across data center and telecom deployments, with operating leverage tied to incremental optical build-out. $AXTI, as a supplier of indium phosphide substrates used in optical components, provides upstream leverage to rising laser and transceiver demand across the AI infrastructure stack.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.023424630018072157, "ret_signed_m1d": -0.023424630018072157, "alpha_spy_m1d": -0.016208604252698433, "alpha_c_m1d": -0.010596808083649933, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.012827821934422223, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05116531921409395, "ret_signed_p1d": 0.05116531921409395, "alpha_spy_p1d": 0.04272701291355552, "alpha_c_p1d": 0.031994986432848815, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.019170332781245136, "ret_p1w": 0.10182059517419684, "ret_signed_p1w": 0.10182059517419684, "alpha_spy_p1w": 0.11203358282436071, "alpha_c_p1w": 0.12191760341104552, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.02009700823684868, "ret_p1m": 0.06740958916042827, "ret_signed_p1m": 0.06740958916042827, "alpha_spy_p1m": 0.10921681466663424, "alpha_c_p1m": 0.09156844668873709, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.02415885752830882, "ret_p3m": 0.4814800534410857, "ret_signed_p3m": 0.4814800534410857, "alpha_spy_p3m": 0.3937134015426007, "alpha_c_p3m": 0.19432021506043595, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3957, -0.3555, -0.3585, -0.353, -0.3292, -0.3041, -0.2867, -0.2707, -0.2438, -0.2253, -0.2211, -0.3002, -0.2998, -0.3126, -0.3312, -0.3106, -0.2709, -0.2506, -0.2472, -0.2491, -0.2491, -0.2477, -0.2583, -0.267, -0.2758, -0.2758, -0.2375, -0.2688, -0.2384, -0.2481, -0.3206, -0.3013, -0.2734, -0.2544, -0.2776, -0.2311, -0.2504, -0.2504, -0.2409, -0.2095, -0.2046, -0.2273, -0.224, -0.1603, -0.1323, -0.153, -0.1675, -0.1272, -0.1008, -0.1721, -0.179, -0.1066, -0.0487, -0.1039, -0.1223, -0.1521, -0.1476, -0.1476, -0.1369, -0.1215, -0.0878, -0.0262, -0.0234, 0.0, 0.0512, -0.0185, 0.016, 0.1728, 0.1018, 0.0785, -0.0039, -0.0751, -0.01, 0.0227, -0.0135, -0.0533, -0.0475, -0.0294, -0.0355, 0.0092, 0.0813, -0.0048, 0.0007, 0.0685, 0.0674, -0.0454, -0.0447, -0.1382, -0.0653, -0.0277, 0.0129, 0.0129, -0.0064, 0.0009, 0.1057, 0.115, 0.2065, 0.2082, 0.2298, 0.2093, 0.287, 0.3538, 0.3635, 0.3489, 0.3751, 0.325, 0.3187, 0.2616, 0.1927, 0.1965, 0.2545, 0.2929, 0.2944, 0.3173, 0.3524, 0.2524, 0.3155, 0.4898, 0.4675, 0.584, 0.5889, 0.5006, 0.4236, 0.3875, 0.4067, 0.4832, 0.4815, 0.4815, 0.4963, 0.4917, 0.479, 0.4183, 0.4239, 0.675, 0.6379, 0.6554, 0.4792, 0.5771, 0.3966, 0.392, 0.4266, 0.5108, 0.6238, 0.502, 0.4865, 0.5286, 0.5286, 0.6695, 0.4958, 0.5401, 0.5979, 0.4932, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026164016557461629", "ticker_idx": 2, "ts": "2026-02-24T05:15:20+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AXTI, as a supplier of indium phosphide substrates used in optical components, provides upstream leverage to rising laser and transceiver demand across the AI infrastructure stack", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares J.P. Morgan's bullish thesis: LITE, COHR, GLW, and AXTI are key beneficiaries of multi-year AI-driven optical infrastructure ramp through 2027–2030.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$LITE $AXTI $COHR: AI-DRIVEN OPTICAL CYCLE GAINS STRUCTURAL MOMENTUM\n\nJ.P. Morgan outlines a multi-year acceleration in optical infrastructure tied to AI data center build-outs, with aggregate capex from the top five U.S. cloud providers projected to rise from roughly $450bn in 2025 to ~$850bn by 2027, implying ~37% CAGR and approximately $200bn of incremental annual spend. While compute remains the primary driver, networking and optics are expected to capture a growing share of incremental investment.\n\nA central theme is rising transceiver intensity per XPU. Attach rates that were initially modeled at 1:1 in smaller clusters are now trending closer to 2:1 and as high as 5:1 in large-scale deployments. As architectures evolve from scale-out to scale-up, optical content per accelerator is expected to increase further, suggesting optical revenue growth could outpace XPU shipment growth.\n\nThe 800G+ datacom segment is positioned as the primary growth engine, with the overall datacom market projected to expand from $17bn in 2025 to $46bn by 2030 at 20%+ CAGR. Within that, 800G+ is forecast to grow at 40%+ CAGR, tracking closer to 70% between 2025 and 2027. Co-packaged optics is expected to begin ramping in 2026, with a more material inflection after 2028, scaling toward roughly $10bn by 2030 as power efficiency and cost constraints drive adoption in scale-up environments.\n\nWithin this framework, $LITE and $COHR are positioned as key datacom and telecom laser and transceiver suppliers with exposure to mix-driven margin expansion and capacity leverage. $GLW offers fiber and connectivity exposure across data center and telecom deployments, with operating leverage tied to incremental optical build-out. $AXTI, as a supplier of indium phosphide substrates used in optical components, provides upstream leverage to rising laser and transceiver demand across the AI infrastructure stack.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.18956673827741854, "ret_signed_m1d": -0.18956673827741854, "alpha_spy_m1d": -0.18235071251204482, "alpha_c_m1d": -0.1745843956769082, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16790191226370732, "ret_signed_p1d": 0.16790191226370732, "alpha_spy_p1d": 0.1594636059631689, "alpha_c_p1d": 0.1512018456093449, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": 0.19042178283368916, "ret_signed_p1w": 0.19042178283368916, "alpha_spy_p1w": 0.20063477048385303, "alpha_c_p1w": 0.2574606363932178, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": 0.9198972337139186, "ret_signed_p1m": 0.9198972337139186, "alpha_spy_p1m": 0.9617044592201246, "alpha_c_p1m": 0.9679457461494531, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 3.0145380410551876, "ret_signed_p3m": 3.0145380410551876, "alpha_spy_p3m": 2.926771389156703, "alpha_c_p3m": 2.6395976786898934, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.7021, -0.695, -0.6924, -0.6648, -0.6727, -0.6551, -0.6699, -0.6377, -0.5735, -0.5579, -0.5331, -0.5778, -0.5773, -0.6294, -0.6477, -0.6006, -0.5824, -0.5661, -0.5827, -0.5721, -0.5721, -0.5619, -0.5841, -0.5496, -0.5339, -0.5339, -0.5222, -0.5248, -0.425, -0.3127, -0.2637, -0.3446, -0.366, -0.3868, -0.37, -0.2668, -0.3703, -0.3703, -0.3897, -0.4361, -0.4892, -0.504, -0.4926, -0.5097, -0.5202, -0.5331, -0.4715, -0.4031, -0.4373, -0.4655, -0.4176, -0.3141, -0.2084, -0.3059, -0.236, -0.2933, -0.309, -0.309, -0.3384, -0.329, -0.3213, -0.1539, -0.1896, 0.0, 0.1679, 0.0582, 0.0804, 0.3204, 0.1904, 0.1155, 0.106, -0.0773, 0.0992, 0.2628, 0.3501, 0.3321, 0.3928, 0.3794, 0.2645, 0.39, 0.6559, 0.5462, 0.8369, 0.951, 0.9199, 0.6679, 0.7283, 0.5031, 0.6243, 0.3438, 0.5063, 0.5063, 0.197, 0.2959, 0.516, 0.7993, 0.8295, 0.8942, 0.9185, 0.7939, 1.3312, 1.3535, 1.2452, 1.1371, 1.4783, 1.1457, 1.171, 0.9997, 0.9587, 1.0259, 1.2583, 1.7366, 2.0217, 2.0658, 1.9883, 2.0906, 2.317, 2.5864, 2.5034, 2.4761, 2.2777, 2.5285, 2.0182, 2.2178, 1.982, 2.4498, 3.0145, 3.0145, 2.7799, 2.4997, 2.2982, 1.9407, 2.1229, 2.1599, 2.0416, 2.0214, 1.5382, 1.5878, 1.2338, 1.4313, 1.5182, 1.7702, 2.1568, 1.6522, 1.6257, 1.4108, 1.4108, 1.6351, 1.2209, 0.9994, 0.9686, 0.9997, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026164016557461629", "ticker_idx": 3, "ts": "2026-02-24T05:15:20+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GLW offers fiber and connectivity exposure across data center and telecom deployments, with operating leverage tied to incremental optical build-out", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares J.P. Morgan's bullish thesis: LITE, COHR, GLW, and AXTI are key beneficiaries of multi-year AI-driven optical infrastructure ramp through 2027–2030.", "resolved_tickers": ["GLW"], "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": "$LITE $AXTI $COHR: AI-DRIVEN OPTICAL CYCLE GAINS STRUCTURAL MOMENTUM\n\nJ.P. Morgan outlines a multi-year acceleration in optical infrastructure tied to AI data center build-outs, with aggregate capex from the top five U.S. cloud providers projected to rise from roughly $450bn in 2025 to ~$850bn by 2027, implying ~37% CAGR and approximately $200bn of incremental annual spend. While compute remains the primary driver, networking and optics are expected to capture a growing share of incremental investment.\n\nA central theme is rising transceiver intensity per XPU. Attach rates that were initially modeled at 1:1 in smaller clusters are now trending closer to 2:1 and as high as 5:1 in large-scale deployments. As architectures evolve from scale-out to scale-up, optical content per accelerator is expected to increase further, suggesting optical revenue growth could outpace XPU shipment growth.\n\nThe 800G+ datacom segment is positioned as the primary growth engine, with the overall datacom market projected to expand from $17bn in 2025 to $46bn by 2030 at 20%+ CAGR. Within that, 800G+ is forecast to grow at 40%+ CAGR, tracking closer to 70% between 2025 and 2027. Co-packaged optics is expected to begin ramping in 2026, with a more material inflection after 2028, scaling toward roughly $10bn by 2030 as power efficiency and cost constraints drive adoption in scale-up environments.\n\nWithin this framework, $LITE and $COHR are positioned as key datacom and telecom laser and transceiver suppliers with exposure to mix-driven margin expansion and capacity leverage. $GLW offers fiber and connectivity exposure across data center and telecom deployments, with operating leverage tied to incremental optical build-out. $AXTI, as a supplier of indium phosphide substrates used in optical components, provides upstream leverage to rising laser and transceiver demand across the AI infrastructure stack.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04182328510885858, "ret_signed_m1d": -0.04182328510885858, "alpha_spy_m1d": -0.03460725934348485, "alpha_c_m1d": -0.028995463174436353, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.012827821934422223, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05831518687152304, "ret_signed_p1d": 0.05831518687152304, "alpha_spy_p1d": 0.049876880570984605, "alpha_c_p1d": 0.0391448540902779, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.019170332781245136, "ret_p1w": -0.024701946889784, "ret_signed_p1w": -0.024701946889784, "alpha_spy_p1w": -0.014488959239620125, "alpha_c_p1w": -0.00460493865293532, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.02009700823684868, "ret_p1m": -0.032764934975739624, "ret_signed_p1m": -0.032764934975739624, "alpha_spy_p1m": 0.009042290530466346, "alpha_c_p1m": -0.008606077447430804, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.02415885752830882, "ret_p3m": 0.28248688000711053, "ret_signed_p3m": 0.28248688000711053, "alpha_spy_p3m": 0.19472022810862555, "alpha_c_p3m": -0.004672958373539204, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4485, -0.4446, -0.4531, -0.4478, -0.4488, -0.4363, -0.4329, -0.4177, -0.399, -0.3786, -0.3669, -0.4174, -0.4188, -0.4308, -0.4365, -0.4269, -0.4204, -0.4168, -0.4106, -0.4085, -0.4085, -0.4091, -0.4129, -0.4138, -0.4224, -0.4224, -0.4019, -0.4149, -0.4112, -0.4196, -0.4371, -0.4378, -0.4203, -0.4071, -0.4049, -0.3833, -0.3786, -0.3786, -0.3893, -0.3831, -0.3781, -0.3845, -0.3736, -0.2761, -0.3121, -0.3205, -0.3189, -0.272, -0.256, -0.2764, -0.256, -0.1941, -0.1333, -0.155, -0.1233, -0.1325, -0.1196, -0.1196, -0.139, -0.1292, -0.1425, -0.0797, -0.0418, 0.0, 0.0583, -0.0085, -0.0061, 0.0433, -0.0247, -0.0427, -0.1095, -0.1852, -0.1471, -0.0997, -0.1292, -0.1423, -0.1466, -0.1273, -0.1416, -0.1417, -0.1205, -0.1766, -0.1344, -0.0614, -0.0328, -0.1057, -0.0958, -0.1504, -0.1014, -0.059, -0.0224, -0.0224, -0.0318, -0.0184, 0.0912, 0.1222, 0.1317, 0.1577, 0.1422, 0.1121, 0.0976, 0.0864, 0.093, 0.0935, 0.1153, 0.1202, 0.1625, 0.1104, 0.0115, 0.0039, 0.0855, 0.0459, 0.0572, 0.0713, 0.2, 0.2055, 0.2355, 0.3707, 0.3102, 0.3648, 0.3765, 0.2677, 0.18, 0.1621, 0.1942, 0.2682, 0.2825, 0.2825, 0.2965, 0.2616, 0.2093, 0.1991, 0.1696, 0.3265, 0.3289, 0.3086, 0.1754, 0.2414, 0.1513, 0.1131, 0.1686, 0.1862, 0.2436, 0.1744, 0.161, 0.2902, 0.2902, 0.3889, 0.2846, 0.3624, 0.5092, 0.4632, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2066309182274330968", "ticker_idx": 0, "ts": "2026-06-14T23:57:53+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Very bullish development for $AXTI", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "China approving InP exports is a very bullish development for AXTI, reinforcing the InP shortage thesis and existing long position.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "[DigiTimes]: China approves first exports of Indium Phosphide (InP) substrate in 2026 which should help alleviate bottlenecks in the optical communications market. \n\nVery bullish development for $AXTI \n\nhttps://t.co/RR0CU3KYKC", "reply_text": null, "parent_text": null, "quoted_text": "$AXTI shares are down ~30% after a below-expectations pre-announcement of earnings, but the prior earnings do not change the thesis around InP shortages. I have initiated a position. \n\nAXT is one of the few pure-play suppliers of indium phosphide (InP) substrates, a critical https://t.co/Y9vKVKpw8w", "parent_author": null, "ret_m1d": -0.12244895990764804, "ret_signed_m1d": -0.12244895990764804, "alpha_spy_m1d": -0.10512055852223201, "alpha_c_m1d": -0.08050806261630372, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.15983382056785322, "ret_signed_p1d": -0.15983382056785322, "alpha_spy_p1d": -0.15387225772361912, "alpha_c_p1d": -0.11177327851980723, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": -0.16525190333555562, "ret_signed_p1w": -0.16525190333555562, "alpha_spy_p1w": -0.15396159278432386, "alpha_c_p1w": -0.19895611965675875, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5597, -0.4754, -0.5102, -0.4181, -0.382, -0.3918, -0.4716, -0.4525, -0.5238, -0.4855, -0.5743, -0.5228, -0.5228, -0.6208, -0.5895, -0.5198, -0.43, -0.4204, -0.3999, -0.3923, -0.4317, -0.2615, -0.2545, -0.2888, -0.323, -0.2149, -0.3203, -0.3123, -0.3665, -0.3795, -0.3582, -0.2846, -0.1331, -0.0428, -0.0288, -0.0534, -0.0209, 0.0507, 0.1361, 0.1098, 0.1011, 0.0383, 0.1178, -0.0439, 0.0193, -0.0554, 0.0928, 0.2717, 0.2717, 0.1974, 0.1086, 0.0448, -0.0684, -0.0107, 0.001, -0.0365, -0.0429, -0.196, -0.1802, -0.2924, -0.2298, -0.2023, -0.1224, 0.0, -0.1598, -0.1682, -0.2363, -0.2363, -0.1653, -0.2965, -0.3666, -0.3764, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2022739948864967000", "ticker_idx": 0, "ts": "2026-02-14T18:29:19+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Trust me on this one it's going to $200", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NBIS going to $200.", "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": "@davey_juice Trust me on this one it’s going to $200", "reply_text": null, "parent_text": "What is it about $nbis that attracts the dumbest on X?\n\nHonest question", "quoted_text": null, "parent_author": "davey_juice", "ret_m1d": 0.005024666837895264, "ret_signed_m1d": 0.005024666837895264, "alpha_spy_m1d": 0.0066355507231526945, "alpha_c_m1d": 0.003451232700673046, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0015734341372222183, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04388850036938252, "ret_signed_p1d": 0.04388850036938252, "alpha_spy_p1d": 0.03885079281880577, "alpha_c_p1d": 0.04222766440410042, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.0016608359652821036, "ret_p1w": 0.05188684743815619, "ret_signed_p1w": 0.05188684743815619, "alpha_spy_p1w": 0.045296843400837394, "alpha_c_p1w": 0.03650218045555498, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.015384666982601214, "ret_p1m": 0.2157506320732967, "ret_signed_p1m": 0.2157506320732967, "alpha_spy_p1m": 0.24711915193186385, "alpha_c_p1m": 0.2222191052009238, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.006468473127627106, "ret_p3m": 1.255332342210902, "ret_signed_p3m": 1.255332342210902, "alpha_spy_p3m": 1.1698981669053645, "alpha_c_p3m": 1.237408997571676, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.017923344639225958, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2157506320732967, "alpha_spy_stated": 0.24711915193186385, "alpha_c_stated": 0.2222191052009238, "price_path": [-0.1321, -0.1462, -0.0576, -0.0886, -0.029, -0.029, -0.0272, 0.027, -0.011, 0.0144, 0.0541, 0.0053, 0.0288, -0.0114, -0.0403, -0.0332, -0.1008, -0.168, -0.1699, -0.2263, -0.1992, -0.0826, -0.044, -0.0768, -0.0655, -0.0655, -0.1018, -0.1177, -0.1266, -0.1417, -0.1417, -0.0776, -0.0481, 0.0279, -0.0134, -0.0023, 0.0042, 0.1006, 0.0811, 0.0457, 0.0653, 0.115, 0.115, 0.0182, 0.0138, -0.0069, -0.031, -0.0621, 0.0036, 0.0298, -0.0268, -0.1264, -0.096, -0.0776, -0.1551, -0.2425, -0.1171, -0.0476, -0.0588, -0.0914, -0.0799, 0.005, 0.005, 0.0, 0.0439, 0.1035, 0.0041, 0.0317, 0.0519, 0.0882, 0.0755, -0.0649, -0.0668, -0.1099, 0.0027, -0.0192, -0.084, -0.0265, -0.0112, 0.1484, 0.1079, 0.1582, 0.3315, 0.1929, 0.2158, 0.2461, 0.2061, 0.1705, 0.1783, 0.1802, 0.0866, 0.0338, -0.0539, 0.064, 0.0454, 0.1159, 0.1159, 0.154, 0.2039, 0.2818, 0.398, 0.4866, 0.5849, 0.6606, 0.7101, 0.6954, 0.6114, 0.6321, 0.6053, 0.6011, 0.6107, 0.509, 0.4865, 0.3896, 0.4478, 0.4175, 0.5842, 0.8091, 0.8039, 1.0005, 0.8947, 0.8155, 0.9083, 0.8366, 1.1254, 1.2677, 1.2553, 1.0494, 1.0276, 0.967, 1.2552, 1.2023, 1.2023, 1.1335, 1.1367, 1.321, 1.3697, 1.7124, 1.6721, 1.5808, 1.6627, 1.336, 1.2354, 1.2572, 1.1707, 1.2789, 1.3827, 1.6668, 1.7184, 1.8805, 1.9398, 1.9398, 1.9082, 1.8225, 1.6626, 1.6316, 1.4641, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2002102318121336903", "ticker_idx": 0, "ts": "2025-12-19T19:42:44+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A hyperscaler deal for $FLNC (which I view as imminent) will one tick this up to $50", "tweet_type": "prediction", "timeline": "months", "summary": "Long FLNC to $50 by Dec 2026 on imminent hyperscaler deal catalyst.", "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": "@realPatFoster A hyperscaler deal for $FLNC (which I view as imminent) will one tick this up to $50. But $NBIS is also very good.", "reply_text": null, "parent_text": "@RJCcapital $FLNC vs. $NBIS - Your realistic price targets for Dec 2026?", "quoted_text": null, "parent_author": "realPatFoster", "ret_m1d": -0.032565112642511274, "ret_signed_m1d": -0.032565112642511274, "alpha_spy_m1d": -0.02358301571036958, "alpha_c_m1d": -0.02358301571036958, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.008982096932141692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02454918341394019, "ret_signed_p1d": 0.02454918341394019, "alpha_spy_p1d": 0.0183193795635066, "alpha_c_p1d": 0.0183193795635066, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.006229803850433591, "ret_p1w": 0.012525050674700777, "ret_signed_p1w": 0.012525050674700777, "alpha_spy_p1w": -0.0017566168788039072, "alpha_c_p1w": -0.0017566168788039072, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.014281667553504684, "ret_p1m": 0.3567134852612399, "ret_signed_p1m": 0.3567134852612399, "alpha_spy_p1m": 0.3404482878305517, "alpha_c_p1m": 0.3404482878305517, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.016265197430688216, "ret_p3m": -0.19889777031316835, "ret_signed_p3m": -0.19889777031316835, "alpha_spy_p3m": -0.17074563832282807, "alpha_c_p3m": -0.17074563832282807, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.02815213199034028, "ret_p6m": 0.2114229165464221, "ret_signed_p6m": 0.2114229165464221, "alpha_spy_p6m": 0.09931223195498995, "alpha_c_p6m": 0.09931223195498995, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.11211068459143214, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3567134852612399, "alpha_spy_stated": 0.3404482878305517, "alpha_c_stated": 0.3404482878305517, "price_path": [-0.4885, -0.4399, -0.4123, -0.4033, -0.4289, -0.4589, -0.3262, -0.3462, -0.3091, -0.2355, -0.3071, -0.2505, -0.2535, -0.3442, -0.2039, -0.0757, 0.0741, -0.019, -0.0819, -0.0757, -0.1854, -0.2375, -0.1969, -0.022, -0.0611, -0.0932, 0.016, 0.0256, 0.0521, 0.0426, -0.0391, 0.0381, -0.007, 0.0416, 0.0917, 0.0386, -0.0376, -0.1859, -0.1027, -0.1368, -0.1473, -0.1578, -0.2229, -0.2285, -0.2084, -0.1598, -0.0486, -0.0486, -0.016, -0.0286, 0.0, -0.0055, 0.1693, 0.2004, 0.1453, 0.1994, 0.1929, 0.2921, 0.1117, 0.0782, 0.0676, -0.0696, -0.0326, 0.0, 0.0245, -0.0145, -0.0065, -0.0065, 0.0125, 0.0005, -0.005, -0.009, -0.009, 0.1528, 0.1147, 0.0937, 0.0301, 0.0611, 0.1623, 0.1663, 0.1934, 0.1348, 0.2776, 0.3567, 0.3567, 0.2781, 0.3196, 0.3662, 0.3497, 0.3587, 0.4248, 0.5526, 0.5817, 0.5416, 0.5476, 0.6147, 0.4524, -0.0506, -0.0261, -0.0281, -0.0486, -0.1222, -0.1263, -0.0752, -0.0752, -0.1092, -0.1268, -0.1703, -0.1708, -0.1949, -0.1738, -0.1819, -0.1884, -0.2214, -0.2425, -0.2525, -0.2084, -0.2104, -0.2595, -0.2134, -0.1543, -0.1428, -0.1774, -0.1794, -0.1593, -0.1733, -0.1989, -0.1969, -0.242, -0.2305, -0.1909, -0.1809, -0.2505, -0.2911, -0.3487, -0.3106, -0.3477, -0.3337, -0.3337, -0.3387, -0.3362, -0.3427, -0.3206, -0.3096, -0.3161, -0.2585, -0.238, -0.2495, -0.3219, -0.3672, -0.3602, -0.3236, -0.3226, -0.3297, -0.3307, -0.3813, -0.4073, -0.3898, -0.3893, -0.3823, -0.3642, -0.3206, -0.0496, 0.2104, 0.264, 0.0661, 0.1072, 0.0491, 0.0406, -0.021, -0.1027, -0.0511, 0.0115, 0.0767, 0.0767, 0.0686, 0.0631, 0.0701, -0.0541, 0.3602, 0.3983, 0.245, 0.3602, 0.1478, 0.2059, 0.1754, 0.0832, 0.2164, 0.1879, 0.2114]}
{"unit_id": "orig:2026320335839064320", "ticker_idx": 0, "ts": "2026-02-24T15:36:29+00:00", "symbol": "AMAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GS remains selectively constructive on semi cap equipment, highlighting Applied Materials", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS raises 2026–28 WFE outlook on memory/foundry strength; names AMAT, LRCX, ASML, TEL, ASMI, BESI, Ebara, Ulvac as preferred semi-cap equipment plays.", "resolved_tickers": ["AMAT"], "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": "GS RAISES 2026–28 WFE OUTLOOK ON MEMORY AND FOUNDRY STRENGTH\n\nGoldman Sachs raises its 2026/27/28 wafer fab equipment (WFE) estimates to $132bn/$160bn/$174bn, implying +20%/+21%/+9% growth and a step-up from prior forecasts . The revision follows stronger 4Q CapEx datapoints and improved supplier commentary. GS now expects 20% WFE growth in 2026 versus 11% previously.\n\nFoundry remains a core medium-term driver. GS lifts 2026/27/28 foundry WFE to $51bn/$64bn/$70bn, reflecting stronger leading-edge demand and higher N2 intensity at TSMC . The firm expects N2 volume ramp to support continued equipment momentum over the next several quarters.\n\nMemory drives the near-term acceleration. DRAM WFE is revised to $40bn/$47bn/$49bn, with higher CapEx assumptions for Samsung and SK Hynix, though GS still expects capacity to remain constrained . On NAND, estimates move to $10bn/$15bn/$17bn for 2026–28, with spending largely infrastructure-focused and supporting supply-demand tightness into 2027 .\n\nLogic/Other WFE is now forecast at $31bn/$34bn/$38bn, reflecting a modest recovery following a weak 2025 . GS remains selectively constructive on semi cap equipment, highlighting Applied Materials, Lam Research, ASML, Tokyo Electron, ASMI, BESI, Ebara, and Ulvac as preferred exposures to the revised WFE trajectory.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011589477059471553, "ret_signed_m1d": -0.011589477059471553, "alpha_spy_m1d": -0.00437345129409783, "alpha_c_m1d": 0.003392865541038792, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04503480335823662, "ret_signed_p1d": 0.04503480335823662, "alpha_spy_p1d": 0.036596497057698185, "alpha_c_p1d": 0.028334736703874208, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.07040987711334978, "ret_signed_p1w": -0.07040987711334978, "alpha_spy_p1w": -0.06019688946318591, "alpha_c_p1w": -0.0033710235538211286, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.022729106544829403, "ret_signed_p1m": -0.022729106544829403, "alpha_spy_p1m": 0.019078118961376567, "alpha_c_p1m": 0.025319405890705027, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.14491373905962446, "ret_signed_p3m": 0.14491373905962446, "alpha_spy_p3m": 0.057147087161139476, "alpha_c_p3m": -0.2300266233056698, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.14491373905962446, "alpha_spy_stated": 0.057147087161139476, "alpha_c_stated": -0.2300266233056698, "price_path": [-0.3394, -0.3334, -0.3268, -0.2988, -0.2901, -0.288, -0.2918, -0.2913, -0.294, -0.2729, -0.2862, -0.315, -0.3095, -0.316, -0.3439, -0.3301, -0.3224, -0.3155, -0.3123, -0.3108, -0.3108, -0.3079, -0.3048, -0.313, -0.3209, -0.3209, -0.2895, -0.2486, -0.2177, -0.2278, -0.2557, -0.2041, -0.1881, -0.1943, -0.2022, -0.1568, -0.1358, -0.1358, -0.159, -0.1405, -0.1575, -0.148, -0.1558, -0.1207, -0.1101, -0.0979, -0.1482, -0.1321, -0.1579, -0.2135, -0.1966, -0.1477, -0.1264, -0.1304, -0.1018, -0.1322, -0.0621, -0.0621, -0.0509, -0.0241, -0.0214, -0.0067, -0.0116, 0.0, 0.045, -0.0058, -0.0149, -0.0152, -0.0704, -0.0534, -0.0831, -0.1407, -0.1032, -0.0848, -0.0711, -0.1076, -0.0963, -0.084, -0.0674, -0.0753, -0.0548, -0.0552, -0.0427, -0.0104, -0.0227, -0.1042, -0.1079, -0.145, -0.0956, -0.0638, -0.078, -0.078, -0.067, -0.0625, 0.0206, 0.0526, 0.057, 0.0471, 0.0469, 0.0432, 0.0317, 0.0503, 0.0362, 0.0434, 0.0676, 0.0687, 0.1035, 0.0713, 0.0084, 0.0123, 0.0438, 0.0295, 0.0356, 0.087, 0.1341, 0.0866, 0.1522, 0.1738, 0.141, 0.1553, 0.1657, 0.1553, 0.0943, 0.0767, 0.1294, 0.1322, 0.1449, 0.1449, 0.2051, 0.1875, 0.1913, 0.1923, 0.2138, 0.2983, 0.3267, 0.3291, 0.2002, 0.3039, 0.3225, 0.3167, 0.4641, 0.5028, 0.5519, 0.5054, 0.5708, 0.6349, 0.6349, 0.696, 0.5522, 0.5603, 0.7697, 0.6607, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026320335839064320", "ticker_idx": 1, "ts": "2026-02-24T15:36:29+00:00", "symbol": "LRCX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "highlighting Applied Materials, Lam Research", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS raises 2026–28 WFE outlook on memory/foundry strength; names AMAT, LRCX, ASML, TEL, ASMI, BESI, Ebara, Ulvac as preferred semi-cap equipment plays.", "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": "GS RAISES 2026–28 WFE OUTLOOK ON MEMORY AND FOUNDRY STRENGTH\n\nGoldman Sachs raises its 2026/27/28 wafer fab equipment (WFE) estimates to $132bn/$160bn/$174bn, implying +20%/+21%/+9% growth and a step-up from prior forecasts . The revision follows stronger 4Q CapEx datapoints and improved supplier commentary. GS now expects 20% WFE growth in 2026 versus 11% previously.\n\nFoundry remains a core medium-term driver. GS lifts 2026/27/28 foundry WFE to $51bn/$64bn/$70bn, reflecting stronger leading-edge demand and higher N2 intensity at TSMC . The firm expects N2 volume ramp to support continued equipment momentum over the next several quarters.\n\nMemory drives the near-term acceleration. DRAM WFE is revised to $40bn/$47bn/$49bn, with higher CapEx assumptions for Samsung and SK Hynix, though GS still expects capacity to remain constrained . On NAND, estimates move to $10bn/$15bn/$17bn for 2026–28, with spending largely infrastructure-focused and supporting supply-demand tightness into 2027 .\n\nLogic/Other WFE is now forecast at $31bn/$34bn/$38bn, reflecting a modest recovery following a weak 2025 . GS remains selectively constructive on semi cap equipment, highlighting Applied Materials, Lam Research, ASML, Tokyo Electron, ASMI, BESI, Ebara, and Ulvac as preferred exposures to the revised WFE trajectory.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008106463151034804, "ret_signed_m1d": -0.008106463151034804, "alpha_spy_m1d": -0.0008904373856610803, "alpha_c_m1d": 0.0068758794494755415, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021412479302747256, "ret_signed_p1d": 0.021412479302747256, "alpha_spy_p1d": 0.012974173002208822, "alpha_c_p1d": 0.004712412648384845, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.11046058280409576, "ret_signed_p1w": -0.11046058280409576, "alpha_spy_p1w": -0.10024759515393189, "alpha_c_p1w": -0.04342172924456711, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.0430718797893791, "ret_signed_p1m": -0.0430718797893791, "alpha_spy_p1m": -0.0012646542831731278, "alpha_c_p1m": 0.004976632646155332, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.25165143015873426, "ret_signed_p3m": 0.25165143015873426, "alpha_spy_p3m": 0.16388477826024928, "alpha_c_p3m": -0.12328893220656001, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.25165143015873426, "alpha_spy_stated": 0.16388477826024928, "alpha_c_stated": -0.12328893220656001, "price_path": [-0.3659, -0.3624, -0.3673, -0.3534, -0.346, -0.3568, -0.3503, -0.3337, -0.3211, -0.3111, -0.3093, -0.3428, -0.3273, -0.3316, -0.3655, -0.3257, -0.2947, -0.2825, -0.2829, -0.274, -0.274, -0.271, -0.28, -0.2885, -0.2992, -0.2992, -0.2423, -0.2026, -0.1527, -0.1686, -0.1772, -0.106, -0.0976, -0.1223, -0.1452, -0.1096, -0.0872, -0.0872, -0.0894, -0.0649, -0.0964, -0.1077, -0.0875, -0.0237, -0.0191, 0.016, -0.0442, -0.0276, -0.0579, -0.1411, -0.1267, -0.0542, -0.0613, -0.0722, -0.0374, -0.0531, -0.0357, -0.0357, -0.0355, -0.017, -0.0281, 0.0027, -0.0081, 0.0, 0.0214, -0.0212, -0.0424, -0.0542, -0.1105, -0.0859, -0.12, -0.1829, -0.1345, -0.1178, -0.1028, -0.1413, -0.1302, -0.1007, -0.0717, -0.0789, -0.0409, -0.0639, -0.0436, -0.021, -0.0431, -0.1326, -0.1334, -0.1805, -0.1242, -0.09, -0.1046, -0.1046, -0.0955, -0.0804, 0.0104, 0.0607, 0.0808, 0.0958, 0.1166, 0.0869, 0.0697, 0.0969, 0.0787, 0.0591, 0.0885, 0.0599, 0.0976, 0.0636, 0.0298, 0.0196, 0.057, 0.0523, 0.0599, 0.1305, 0.2181, 0.1745, 0.2053, 0.2135, 0.1856, 0.211, 0.2262, 0.1671, 0.1394, 0.1206, 0.1973, 0.2389, 0.2517, 0.2517, 0.3227, 0.3073, 0.3035, 0.3042, 0.2999, 0.3708, 0.4089, 0.379, 0.2432, 0.3299, 0.3411, 0.3191, 0.486, 0.5036, 0.5942, 0.514, 0.5349, 0.5958, 0.5958, 0.6799, 0.5232, 0.5374, 0.6482, 0.555, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026320335839064320", "ticker_idx": 2, "ts": "2026-02-24T15:36:29+00:00", "symbol": "ASML", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lam Research, ASML", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS raises 2026–28 WFE outlook on memory/foundry strength; names AMAT, LRCX, ASML, TEL, ASMI, BESI, Ebara, Ulvac as preferred semi-cap equipment plays.", "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": "GS RAISES 2026–28 WFE OUTLOOK ON MEMORY AND FOUNDRY STRENGTH\n\nGoldman Sachs raises its 2026/27/28 wafer fab equipment (WFE) estimates to $132bn/$160bn/$174bn, implying +20%/+21%/+9% growth and a step-up from prior forecasts . The revision follows stronger 4Q CapEx datapoints and improved supplier commentary. GS now expects 20% WFE growth in 2026 versus 11% previously.\n\nFoundry remains a core medium-term driver. GS lifts 2026/27/28 foundry WFE to $51bn/$64bn/$70bn, reflecting stronger leading-edge demand and higher N2 intensity at TSMC . The firm expects N2 volume ramp to support continued equipment momentum over the next several quarters.\n\nMemory drives the near-term acceleration. DRAM WFE is revised to $40bn/$47bn/$49bn, with higher CapEx assumptions for Samsung and SK Hynix, though GS still expects capacity to remain constrained . On NAND, estimates move to $10bn/$15bn/$17bn for 2026–28, with spending largely infrastructure-focused and supporting supply-demand tightness into 2027 .\n\nLogic/Other WFE is now forecast at $31bn/$34bn/$38bn, reflecting a modest recovery following a weak 2025 . 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{"unit_id": "orig:2026320335839064320", "ticker_idx": 3, "ts": "2026-02-24T15:36:29+00:00", "symbol": "8035.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ASML, Tokyo Electron", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS raises 2026–28 WFE outlook on memory/foundry strength; names AMAT, LRCX, ASML, TEL, ASMI, BESI, Ebara, Ulvac as preferred semi-cap equipment plays.", "resolved_tickers": ["8035.T"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "GS RAISES 2026–28 WFE OUTLOOK ON MEMORY AND FOUNDRY STRENGTH\n\nGoldman Sachs raises its 2026/27/28 wafer fab equipment (WFE) estimates to $132bn/$160bn/$174bn, implying +20%/+21%/+9% growth and a step-up from prior forecasts . The revision follows stronger 4Q CapEx datapoints and improved supplier commentary. GS now expects 20% WFE growth in 2026 versus 11% previously.\n\nFoundry remains a core medium-term driver. GS lifts 2026/27/28 foundry WFE to $51bn/$64bn/$70bn, reflecting stronger leading-edge demand and higher N2 intensity at TSMC . The firm expects N2 volume ramp to support continued equipment momentum over the next several quarters.\n\nMemory drives the near-term acceleration. DRAM WFE is revised to $40bn/$47bn/$49bn, with higher CapEx assumptions for Samsung and SK Hynix, though GS still expects capacity to remain constrained . On NAND, estimates move to $10bn/$15bn/$17bn for 2026–28, with spending largely infrastructure-focused and supporting supply-demand tightness into 2027 .\n\nLogic/Other WFE is now forecast at $31bn/$34bn/$38bn, reflecting a modest recovery following a weak 2025 . GS remains selectively constructive on semi cap equipment, highlighting Applied Materials, Lam Research, ASML, Tokyo Electron, ASMI, BESI, Ebara, and Ulvac as preferred exposures to the revised WFE trajectory.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04001727555846213, "ret_signed_m1d": -0.04001727555846213, "alpha_spy_m1d": -0.032801249793088405, "alpha_c_m1d": -0.025034932957951783, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019900494966583193, "ret_signed_p1d": -0.019900494966583193, "alpha_spy_p1d": -0.028338801267121627, "alpha_c_p1d": -0.036600561620945604, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.11983562633622047, "ret_signed_p1w": -0.11983562633622047, "alpha_spy_p1w": -0.1096226386860566, "alpha_c_p1w": -0.052796772776691814, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.12329653748547154, "ret_signed_p1m": -0.12329653748547154, "alpha_spy_p1m": -0.08148931197926557, "alpha_c_p1m": -0.0752480250499371, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.13925894540630135, "ret_signed_p3m": 0.13925894540630135, "alpha_spy_p3m": 0.05149229350781637, "alpha_c_p3m": -0.23568141695899292, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.13925894540630135, "alpha_spy_stated": 0.05149229350781637, "alpha_c_stated": -0.23568141695899292, "price_path": [-0.3121, -0.3158, -0.323, -0.2909, -0.2684, -0.2831, -0.2827, -0.2734, -0.2836, -0.2948, -0.3186, -0.3264, -0.3301, -0.3225, -0.3444, -0.3251, -0.2825, -0.2862, -0.2814, -0.2691, -0.2574, -0.2596, -0.2576, -0.2576, -0.2576, -0.2576, -0.2012, -0.1921, -0.1743, -0.2074, -0.18, -0.18, -0.1125, -0.0848, -0.0787, -0.0883, -0.0876, -0.1114, -0.1086, -0.0807, -0.0976, -0.1112, -0.0887, -0.0526, -0.106, -0.1064, -0.1421, -0.101, -0.1196, -0.135, -0.1125, -0.1218, -0.1023, -0.1023, -0.1066, -0.0917, -0.1049, -0.0883, -0.0614, -0.0346, -0.0491, -0.0491, -0.04, 0.0, -0.0199, -0.048, -0.0584, -0.0785, -0.1198, -0.0976, -0.096, -0.1581, -0.1341, -0.1233, -0.1402, -0.1707, -0.1531, -0.1612, -0.1285, -0.1493, -0.1493, -0.1715, -0.1536, -0.127, -0.1233, -0.1501, -0.152, -0.1871, -0.1424, -0.1699, -0.1612, -0.1623, -0.1607, -0.0741, -0.0789, -0.0385, -0.073, -0.0459, -0.0503, 0.0004, -0.0391, -0.0339, -0.0005, -0.0066, -0.007, 0.0011, 0.0283, -0.0142, -0.0142, -0.0308, 0.036, 0.036, 0.036, 0.036, 0.1292, 0.1452, 0.1371, 0.1388, 0.1209, 0.1179, 0.098, 0.0755, 0.0297, 0.0065, 0.0655, 0.088, 0.1393, 0.1227, 0.1462, 0.1423, 0.1445, 0.1585, 0.1727, 0.3296, 0.3899, 0.298, 0.2013, 0.3082, 0.3499, 0.3842, 0.4847, 0.5886, 0.5471, 0.586, 0.6611, 0.6454, 0.6986, 0.593, 0.5261, 0.6449, 0.5921, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026320335839064320", "ticker_idx": 4, "ts": "2026-02-24T15:36:29+00:00", "symbol": "ASM International", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Tokyo Electron, ASMI", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS raises 2026–28 WFE outlook on memory/foundry strength; names AMAT, LRCX, ASML, TEL, ASMI, BESI, Ebara, Ulvac as preferred semi-cap equipment plays.", "resolved_tickers": ["ASM.AS"], "resolution_method": "exchange_ticker", "resolution_reason": "ASM International listed on Euronext Amsterdam as ASM.AS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "GS RAISES 2026–28 WFE OUTLOOK ON MEMORY AND FOUNDRY STRENGTH\n\nGoldman Sachs raises its 2026/27/28 wafer fab equipment (WFE) estimates to $132bn/$160bn/$174bn, implying +20%/+21%/+9% growth and a step-up from prior forecasts . The revision follows stronger 4Q CapEx datapoints and improved supplier commentary. GS now expects 20% WFE growth in 2026 versus 11% previously.\n\nFoundry remains a core medium-term driver. GS lifts 2026/27/28 foundry WFE to $51bn/$64bn/$70bn, reflecting stronger leading-edge demand and higher N2 intensity at TSMC . The firm expects N2 volume ramp to support continued equipment momentum over the next several quarters.\n\nMemory drives the near-term acceleration. DRAM WFE is revised to $40bn/$47bn/$49bn, with higher CapEx assumptions for Samsung and SK Hynix, though GS still expects capacity to remain constrained . On NAND, estimates move to $10bn/$15bn/$17bn for 2026–28, with spending largely infrastructure-focused and supporting supply-demand tightness into 2027 .\n\nLogic/Other WFE is now forecast at $31bn/$34bn/$38bn, reflecting a modest recovery following a weak 2025 . GS remains selectively constructive on semi cap equipment, highlighting Applied Materials, Lam Research, ASML, Tokyo Electron, ASMI, BESI, Ebara, and Ulvac as preferred exposures to the revised WFE trajectory.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008639839611460864, "ret_signed_m1d": -0.008639839611460864, "alpha_spy_m1d": -0.0014238138460871408, "alpha_c_m1d": 0.006342502989049481, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027870667955421924, "ret_signed_p1d": 0.027870667955421924, "alpha_spy_p1d": 0.01943236165488349, "alpha_c_p1d": 0.011170601301059513, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.0487736902684186, "ret_signed_p1w": -0.0487736902684186, "alpha_spy_p1w": -0.03856070261825473, "alpha_c_p1w": 0.018265163291110054, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.02062423793243595, "ret_signed_p1m": -0.02062423793243595, "alpha_spy_p1m": 0.021182987573770018, "alpha_c_p1m": 0.027424274503098478, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.2601828449839305, "ret_signed_p3m": 0.2601828449839305, "alpha_spy_p3m": 0.17241619308544553, "alpha_c_p3m": -0.11475751738136375, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.2601828449839305, "alpha_spy_stated": 0.17241619308544553, "alpha_c_stated": -0.11475751738136375, "price_path": [-0.3427, -0.3389, -0.346, -0.3331, -0.3082, -0.2921, -0.2793, -0.2294, -0.2283, -0.2352, -0.2436, -0.2807, -0.2815, -0.2804, -0.2918, -0.2784, -0.2901, -0.286, -0.2818, -0.2857, -0.2857, -0.2857, -0.279, -0.2754, -0.2787, -0.2787, -0.2283, -0.1965, -0.1285, -0.1215, -0.1817, -0.1338, -0.1271, -0.1357, -0.1497, -0.0541, -0.039, -0.0351, -0.0086, -0.0028, -0.0061, -0.0084, -0.0103, 0.0092, -0.0028, -0.0259, -0.0109, -0.0137, -0.0315, -0.0686, -0.0702, -0.0471, -0.0248, -0.0426, -0.0293, -0.061, -0.0312, -0.0276, -0.0376, -0.0025, -0.022, -0.0114, -0.0086, 0.0, 0.0279, -0.0148, -0.0047, -0.0181, -0.0488, -0.0008, -0.0017, -0.0569, -0.058, -0.0125, 0.0064, -0.0137, -0.044, -0.0499, -0.0521, -0.0373, -0.078, -0.1054, -0.0705, -0.0516, -0.0206, -0.0527, -0.0934, -0.1218, -0.1123, -0.0613, -0.0624, -0.0624, -0.0624, -0.063, 0.0192, 0.024, 0.056, 0.0343, 0.0491, 0.0502, 0.0702, 0.095, 0.0911, 0.0897, 0.1672, 0.1867, 0.2088, 0.1658, 0.1315, 0.1285, 0.1575, 0.1575, 0.1522, 0.1753, 0.2143, 0.1968, 0.2294, 0.2408, 0.1678, 0.2233, 0.2588, 0.2076, 0.1816, 0.1679, 0.2137, 0.2115, 0.2602, 0.2661, 0.2501, 0.2509, 0.2507, 0.2568, 0.2135, 0.2431, 0.2554, 0.2423, 0.2129, 0.2451, 0.2523, 0.2683, 0.362, 0.4199, 0.4339, 0.3819, 0.4633, 0.4976, 0.492, 0.5095, 0.3906, 0.3559, 0.3864, 0.3262, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026320335839064320", "ticker_idx": 5, "ts": "2026-02-24T15:36:29+00:00", "symbol": "BESI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ASMI, BESI", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS raises 2026–28 WFE outlook on memory/foundry strength; names AMAT, LRCX, ASML, TEL, ASMI, BESI, Ebara, Ulvac as preferred semi-cap equipment plays.", "resolved_tickers": ["BESI.AS"], "resolution_method": "exchange_ticker", "resolution_reason": "BE Semiconductor Industries listed on Euronext Amsterdam as BESI.AS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "GS RAISES 2026–28 WFE OUTLOOK ON MEMORY AND FOUNDRY STRENGTH\n\nGoldman Sachs raises its 2026/27/28 wafer fab equipment (WFE) estimates to $132bn/$160bn/$174bn, implying +20%/+21%/+9% growth and a step-up from prior forecasts . The revision follows stronger 4Q CapEx datapoints and improved supplier commentary. GS now expects 20% WFE growth in 2026 versus 11% previously.\n\nFoundry remains a core medium-term driver. GS lifts 2026/27/28 foundry WFE to $51bn/$64bn/$70bn, reflecting stronger leading-edge demand and higher N2 intensity at TSMC . The firm expects N2 volume ramp to support continued equipment momentum over the next several quarters.\n\nMemory drives the near-term acceleration. DRAM WFE is revised to $40bn/$47bn/$49bn, with higher CapEx assumptions for Samsung and SK Hynix, though GS still expects capacity to remain constrained . On NAND, estimates move to $10bn/$15bn/$17bn for 2026–28, with spending largely infrastructure-focused and supporting supply-demand tightness into 2027 .\n\nLogic/Other WFE is now forecast at $31bn/$34bn/$38bn, reflecting a modest recovery following a weak 2025 . GS remains selectively constructive on semi cap equipment, highlighting Applied Materials, Lam Research, ASML, Tokyo Electron, ASMI, BESI, Ebara, and Ulvac as preferred exposures to the revised WFE trajectory.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02418102753037865, "ret_signed_m1d": -0.02418102753037865, "alpha_spy_m1d": -0.016965001765004928, "alpha_c_m1d": -0.009198684929868306, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027561120506690573, "ret_signed_p1d": 0.027561120506690573, "alpha_spy_p1d": 0.01912281420615214, "alpha_c_p1d": 0.010861053852328162, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.05694232178874803, "ret_signed_p1w": -0.05694232178874803, "alpha_spy_p1w": -0.046729334138584155, "alpha_c_p1w": 0.010096531770780626, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.03536150090788448, "ret_signed_p1m": -0.03536150090788448, "alpha_spy_p1m": 0.0064457245983214895, "alpha_c_p1m": 0.01268701152764995, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.431746571678157, "ret_signed_p3m": 0.431746571678157, "alpha_spy_p3m": 0.343979919779672, "alpha_c_p3m": 0.05680620931286273, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.431746571678157, "alpha_spy_stated": 0.343979919779672, "alpha_c_stated": 0.05680620931286273, "price_path": [-0.3245, -0.3245, -0.3253, -0.317, -0.293, -0.285, -0.2743, -0.2363, -0.2548, -0.2696, -0.2881, -0.3131, -0.3112, -0.3053, -0.3276, -0.3164, -0.3201, -0.3177, -0.3141, -0.3159, -0.3159, -0.3159, -0.3131, -0.3079, -0.3045, -0.3045, -0.2246, -0.2005, -0.1633, -0.1742, -0.2142, -0.2142, -0.1568, -0.1305, -0.1602, -0.097, -0.1009, -0.1222, -0.1009, -0.0949, -0.09, -0.0897, -0.0907, -0.0861, -0.1188, -0.1547, -0.1446, -0.144, -0.1672, -0.1807, -0.1641, -0.1394, -0.1295, -0.1209, -0.1113, -0.1227, -0.0837, -0.0718, -0.0634, -0.0276, -0.1004, -0.0406, -0.0242, 0.0, 0.0276, -0.0177, -0.0151, -0.0198, -0.0569, -0.0068, -0.019, -0.1872, -0.1352, -0.092, -0.0902, -0.0887, -0.0374, -0.0484, -0.02, 0.0005, -0.0439, -0.0718, -0.0507, -0.0426, -0.0354, -0.0359, -0.0907, -0.0941, -0.0694, -0.0247, -0.0112, -0.0112, -0.0112, -0.0049, 0.0764, 0.0718, 0.0998, 0.0759, 0.1336, 0.1316, 0.1466, 0.1794, 0.1804, 0.1851, 0.208, 0.2574, 0.3115, 0.2978, 0.2313, 0.2528, 0.2936, 0.2936, 0.2784, 0.3292, 0.3344, 0.3328, 0.3648, 0.3674, 0.3072, 0.3512, 0.3956, 0.37, 0.3386, 0.3339, 0.3867, 0.415, 0.4317, 0.4757, 0.4862, 0.4464, 0.505, 0.4883, 0.4558, 0.4977, 0.5092, 0.4841, 0.4202, 0.4699, 0.5024, 0.5113, 0.6112, 0.6589, 0.6447, 0.5641, 0.6228, 0.663, 0.6212, 0.6761, 0.5532, 0.5327, 0.5129, 0.4794, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026320335839064320", "ticker_idx": 6, "ts": "2026-02-24T15:36:29+00:00", "symbol": "Ebara", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BESI, Ebara", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS raises 2026–28 WFE outlook on memory/foundry strength; names AMAT, LRCX, ASML, TEL, ASMI, BESI, Ebara, Ulvac as preferred semi-cap equipment plays.", "resolved_tickers": ["6361.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Ebara Corporation listed on TSE as 6361.T", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "original", "lang": "en", "tweet_text": "GS RAISES 2026–28 WFE OUTLOOK ON MEMORY AND FOUNDRY STRENGTH\n\nGoldman Sachs raises its 2026/27/28 wafer fab equipment (WFE) estimates to $132bn/$160bn/$174bn, implying +20%/+21%/+9% growth and a step-up from prior forecasts . The revision follows stronger 4Q CapEx datapoints and improved supplier commentary. GS now expects 20% WFE growth in 2026 versus 11% previously.\n\nFoundry remains a core medium-term driver. GS lifts 2026/27/28 foundry WFE to $51bn/$64bn/$70bn, reflecting stronger leading-edge demand and higher N2 intensity at TSMC . The firm expects N2 volume ramp to support continued equipment momentum over the next several quarters.\n\nMemory drives the near-term acceleration. DRAM WFE is revised to $40bn/$47bn/$49bn, with higher CapEx assumptions for Samsung and SK Hynix, though GS still expects capacity to remain constrained . On NAND, estimates move to $10bn/$15bn/$17bn for 2026–28, with spending largely infrastructure-focused and supporting supply-demand tightness into 2027 .\n\nLogic/Other WFE is now forecast at $31bn/$34bn/$38bn, reflecting a modest recovery following a weak 2025 . GS remains selectively constructive on semi cap equipment, highlighting Applied Materials, Lam Research, ASML, Tokyo Electron, ASMI, BESI, Ebara, and Ulvac as preferred exposures to the revised WFE trajectory.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013019439985732184, "ret_signed_m1d": 0.013019439985732184, "alpha_spy_m1d": 0.020235465751105908, "alpha_c_m1d": 0.025167641421463438, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.012148201435731254, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002675227394328461, "ret_signed_p1d": 0.002675227394328461, "alpha_spy_p1d": -0.005763078906209973, "alpha_c_p1d": 0.010472638917880639, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": -0.007797411523552178, "ret_p1w": -0.10148029249152846, "ret_signed_p1w": -0.10148029249152846, "alpha_spy_p1w": -0.09126730484136458, "alpha_c_p1w": -0.0927788860123201, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.008701406479208362, "ret_p1m": -0.17210629570180136, "ret_signed_p1m": -0.17210629570180136, "alpha_spy_p1m": -0.1302990701955954, "alpha_c_p1m": -0.10760144528783144, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.06450485041396992, "ret_p3m": 0.01533797039415008, "ret_signed_p3m": 0.01533797039415008, "alpha_spy_p3m": -0.0724286815043349, "alpha_c_p3m": 0.042049071200855104, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": -0.026711100806705024, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.01533797039415008, "alpha_spy_stated": -0.0724286815043349, "alpha_c_stated": 0.042049071200855104, "price_path": [-0.2771, -0.3126, -0.3338, -0.2895, -0.3117, -0.3241, -0.3048, -0.3108, -0.3029, -0.2866, -0.3036, -0.3326, -0.345, -0.3506, -0.3694, -0.3646, -0.3494, -0.3588, -0.346, -0.3473, -0.3513, -0.3383, -0.343, -0.343, -0.343, -0.343, -0.3069, -0.2777, -0.2285, -0.2153, -0.2135, -0.2135, -0.181, -0.1694, -0.1502, -0.1329, -0.1625, -0.1521, -0.099, -0.1168, -0.1141, -0.1411, -0.1206, -0.142, -0.1448, -0.1696, -0.1489, -0.0954, -0.0983, -0.1102, -0.1207, -0.0733, -0.0469, -0.0469, -0.0325, -0.0542, 0.0098, -0.0116, 0.0105, -0.0148, 0.0055, 0.0055, 0.013, 0.0, 0.0027, -0.0116, -0.0064, -0.0382, -0.1015, -0.0656, -0.0653, -0.1391, -0.0899, -0.0699, -0.0929, -0.1377, -0.1639, -0.1525, -0.1145, -0.1525, -0.1525, -0.2215, -0.1998, -0.1354, -0.1721, -0.2037, -0.2415, -0.2413, -0.1882, -0.2088, -0.1998, -0.1926, -0.1857, -0.0981, -0.094, -0.0861, -0.0927, -0.0778, -0.1075, -0.0795, -0.1202, -0.0849, -0.0838, -0.0243, -0.0531, -0.054, -0.0287, -0.0328, -0.0328, -0.0499, -0.0651, -0.0651, -0.0651, -0.0651, 0.0278, 0.0255, 0.0526, 0.0417, 0.0237, 0.0218, -0.0132, -0.046, -0.081, -0.1199, -0.1018, -0.0276, 0.0153, 0.0062, -0.0241, -0.0193, 0.0136, 0.0219, -0.0446, 0.0034, -0.0227, -0.0128, -0.1029, -0.0548, -0.061, -0.0649, -0.018, 0.1065, 0.1115, 0.1641, 0.1939, 0.17, 0.2083, 0.1336, 0.1199, 0.1528, 0.1143, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026320335839064320", "ticker_idx": 7, "ts": "2026-02-24T15:36:29+00:00", "symbol": "Ulvac", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ebara, and Ulvac as preferred exposures to the revised WFE trajectory", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "GS raises 2026–28 WFE outlook on memory/foundry strength; names AMAT, LRCX, ASML, TEL, ASMI, BESI, Ebara, Ulvac as preferred semi-cap equipment plays.", "resolved_tickers": ["6728.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Ulvac Inc. listed on TSE as 6728.T", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "original", "lang": "en", "tweet_text": "GS RAISES 2026–28 WFE OUTLOOK ON MEMORY AND FOUNDRY STRENGTH\n\nGoldman Sachs raises its 2026/27/28 wafer fab equipment (WFE) estimates to $132bn/$160bn/$174bn, implying +20%/+21%/+9% growth and a step-up from prior forecasts . The revision follows stronger 4Q CapEx datapoints and improved supplier commentary. GS now expects 20% WFE growth in 2026 versus 11% previously.\n\nFoundry remains a core medium-term driver. GS lifts 2026/27/28 foundry WFE to $51bn/$64bn/$70bn, reflecting stronger leading-edge demand and higher N2 intensity at TSMC . The firm expects N2 volume ramp to support continued equipment momentum over the next several quarters.\n\nMemory drives the near-term acceleration. DRAM WFE is revised to $40bn/$47bn/$49bn, with higher CapEx assumptions for Samsung and SK Hynix, though GS still expects capacity to remain constrained . On NAND, estimates move to $10bn/$15bn/$17bn for 2026–28, with spending largely infrastructure-focused and supporting supply-demand tightness into 2027 .\n\nLogic/Other WFE is now forecast at $31bn/$34bn/$38bn, reflecting a modest recovery following a weak 2025 . GS remains selectively constructive on semi cap equipment, highlighting Applied Materials, Lam Research, ASML, Tokyo Electron, ASMI, BESI, Ebara, and Ulvac as preferred exposures to the revised WFE trajectory.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0239520958083832, "ret_signed_m1d": -0.0239520958083832, "alpha_spy_m1d": -0.016736070043009477, "alpha_c_m1d": -0.011803894372651946, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.012148201435731254, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023491478581298963, "ret_signed_p1d": -0.023491478581298963, "alpha_spy_p1d": -0.0319297848818374, "alpha_c_p1d": -0.015694067057746786, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": -0.007797411523552178, "ret_p1w": -0.10087517273146018, "ret_signed_p1w": -0.10087517273146018, "alpha_spy_p1w": -0.09066218508129631, "alpha_c_p1w": -0.09217376625225182, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.008701406479208362, "ret_p1m": -0.15292491939198527, "ret_signed_p1m": -0.15292491939198527, "alpha_spy_p1m": -0.1111176938857793, "alpha_c_p1m": -0.08842006897801535, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.06450485041396992, "ret_p3m": -0.10649470290188856, "ret_signed_p3m": -0.10649470290188856, "alpha_spy_p3m": -0.19426135480037354, "alpha_c_p3m": -0.07978360209518354, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": -0.026711100806705024, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.10649470290188856, "alpha_spy_stated": -0.19426135480037354, "alpha_c_stated": -0.07978360209518354, "price_path": [-0.3827, -0.3838, -0.3847, -0.3821, -0.3726, -0.3746, -0.3649, -0.3583, -0.3589, -0.3736, -0.3736, -0.3845, -0.3958, -0.3901, -0.3952, -0.3877, -0.36, -0.3576, -0.3507, -0.3367, -0.347, -0.3461, -0.3478, -0.3478, -0.3478, -0.3478, -0.3284, -0.3108, -0.3016, -0.3054, -0.3031, -0.3031, -0.2766, -0.2656, -0.2597, -0.2372, -0.2393, -0.254, -0.2488, -0.2226, -0.2344, -0.2546, -0.2409, -0.2303, -0.2434, -0.2354, -0.2513, -0.2135, -0.2146, -0.2409, -0.2408, -0.1999, -0.1877, -0.1877, -0.0493, -0.0341, -0.0659, -0.0723, -0.076, -0.0456, -0.041, -0.041, -0.024, 0.0, -0.0235, -0.0345, -0.0313, -0.0622, -0.1009, -0.0883, -0.0969, -0.1659, -0.1175, -0.1137, -0.147, -0.1582, -0.1529, -0.1531, -0.1193, -0.155, -0.155, -0.2034, -0.1835, -0.1422, -0.1529, -0.1787, -0.2083, -0.249, -0.1919, -0.2177, -0.1947, -0.1839, -0.1784, -0.1059, -0.1183, -0.0888, -0.09, -0.0791, -0.0925, -0.0833, -0.105, -0.1011, -0.0986, -0.0911, -0.1129, -0.0997, -0.0696, -0.0705, -0.0705, -0.1007, -0.0952, -0.0952, -0.0952, -0.0952, -0.0341, -0.0235, -0.0037, 0.0428, -0.0382, -0.076, -0.1261, -0.1149, -0.1493, -0.1796, -0.1526, -0.1344, -0.1065, -0.1168, -0.1052, -0.0972, -0.1245, -0.1735, -0.1789, -0.1538, -0.1635, -0.1866, -0.2471, -0.2333, -0.2434, -0.2413, -0.1868, -0.1472, -0.1692, -0.1381, -0.0746, -0.0553, -0.052, -0.0853, -0.0855, -0.0405, -0.059, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069102704282992747", "ticker_idx": 0, "ts": "2026-06-22T16:58:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still holding btw", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Confirms still holding a large MU position; live long stake.", "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": "still holding btw", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: RJC CAPITAL AND DAVID TEPPER COLLECTIVELY OWN MASSIVE ONE MILLION SHARE $MU POSITION https://t.co/m2wa7iFvl6", "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": "orig:2066556340051296500", "ticker_idx": 0, "ts": "2026-06-15T16:20:00+00:00", "symbol": "6981.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$6981.T Murata: preferred Japan large-cap", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares JPM thesis on Asian MLCCs: supply tight through 2028, ASPs up, TAM $30B+; prefers Murata, Taiyo Yuden, TDK, Yageo; SEMCO a winner but pricey.", "resolved_tickers": ["6981.T"], "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": "JPM on Asian MLCCs:\n\nMLCC supply shortage through 2028\n\n> ASPs to rise high-50% from 2026–2028\n> Industry TAM expected to exceed $30B\n> 2025–2028E revenue CAGR: 24%\n> Industry OPM to hit 38% in 2028\n\nAI server demand is the driver:\n\n> server is now the key MLCC application\n> auto demand still resilient\n> consumer electronics still weak\n\nThe underappreciated point:\n\n> headline capacity growth / effective supply\n> higher voltage systems require advanced specs\n> AI server MLCC assembly yield is 3–6x lower than normal MLCC\n\nThat means supply can stay tight even if capacity rises.\n\nJPM prefers Japan/Taiwan over Korea on valuation\n\n$6981.T Murata: preferred Japan large-cap\n$6976.T Taiyo Yuden: higher beta Japan MLCC play\n$6762.T TDK: Japan exposure, cheaper valuation\n$2327.TW Yageo: Taiwan winner\n$009150.KS SEMCO: winner, valuation less attractive \n\nPerformance has already been insane:\n\nMLCC suppliers +268% YTD\n$009150.KS SEMCO +608% YTD\n$6976.T Taiyo Yuden +369% YTD\n$2327.TW Yageo +281% YTD\n$6981.T Murata +175% YTD\n$6762.T TDK +62% YTD\n\nIf you want the full report DM Me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0446343779677113, "ret_signed_m1d": -0.0446343779677113, "alpha_spy_m1d": -0.027305976582295277, "alpha_c_m1d": -0.008188269978181117, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03181386514719842, "ret_signed_p1d": 0.03181386514719842, "alpha_spy_p1d": 0.03777542799143252, "alpha_c_p1d": 0.059708956662534396, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.045109211775878455, "ret_signed_p1w": 0.045109211775878455, "alpha_spy_p1w": 0.05639952232711021, "alpha_c_p1w": 0.04203756551941251, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6474, -0.6474, -0.67, -0.6667, -0.6557, -0.6497, -0.6477, -0.6644, -0.6763, -0.6514, -0.6697, -0.6402, -0.6385, -0.6405, -0.6201, -0.6211, -0.6063, -0.604, -0.5889, -0.5708, -0.5449, -0.5632, -0.55, -0.5432, -0.5336, -0.5429, -0.5312, -0.5331, -0.5404, -0.5404, -0.5104, -0.5121, -0.5121, -0.5121, -0.5121, -0.4636, -0.4444, -0.434, -0.4228, -0.4217, -0.398, -0.4159, -0.414, -0.4131, -0.4146, -0.3612, -0.3229, -0.2471, -0.233, -0.2574, -0.1892, -0.0859, -0.0038, -0.0285, -0.0104, -0.0594, -0.0793, -0.1727, -0.0796, -0.1785, -0.1484, -0.1875, -0.0446, 0.0, 0.0318, 0.1154, 0.1159, 0.1633, 0.0451, 0.0475, 0.123, 0.0228, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066556340051296500", "ticker_idx": 1, "ts": "2026-06-15T16:20:00+00:00", "symbol": "6976.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$6976.T Taiyo Yuden: higher beta Japan MLCC play", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares JPM thesis on Asian MLCCs: supply tight through 2028, ASPs up, TAM $30B+; prefers Murata, Taiyo Yuden, TDK, Yageo; SEMCO a winner but pricey.", "resolved_tickers": ["6976.T"], "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": "JPM on Asian MLCCs:\n\nMLCC supply shortage through 2028\n\n> ASPs to rise high-50% from 2026–2028\n> Industry TAM expected to exceed $30B\n> 2025–2028E revenue CAGR: 24%\n> Industry OPM to hit 38% in 2028\n\nAI server demand is the driver:\n\n> server is now the key MLCC application\n> auto demand still resilient\n> consumer electronics still weak\n\nThe underappreciated point:\n\n> headline capacity growth / effective supply\n> higher voltage systems require advanced specs\n> AI server MLCC assembly yield is 3–6x lower than normal MLCC\n\nThat means supply can stay tight even if capacity rises.\n\nJPM prefers Japan/Taiwan over Korea on valuation\n\n$6981.T Murata: preferred Japan large-cap\n$6976.T Taiyo Yuden: higher beta Japan MLCC play\n$6762.T TDK: Japan exposure, cheaper valuation\n$2327.TW Yageo: Taiwan winner\n$009150.KS SEMCO: winner, valuation less attractive \n\nPerformance has already been insane:\n\nMLCC suppliers +268% YTD\n$009150.KS SEMCO +608% YTD\n$6976.T Taiyo Yuden +369% YTD\n$2327.TW Yageo +281% YTD\n$6981.T Murata +175% YTD\n$6762.T TDK +62% YTD\n\nIf you want the full report DM Me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04482417038137687, "ret_signed_m1d": -0.04482417038137687, "alpha_spy_m1d": -0.027495768995960845, "alpha_c_m1d": -0.008378062391846686, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03244180287270937, "ret_signed_p1d": 0.03244180287270937, "alpha_spy_p1d": 0.03840336571694347, "alpha_c_p1d": 0.06033689438804535, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": -0.16146607231302623, "ret_signed_p1w": -0.16146607231302623, "alpha_spy_p1w": -0.15017576176179448, "alpha_c_p1w": -0.16453771856949218, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7965, -0.7965, -0.8077, -0.8055, -0.7988, -0.7962, -0.7979, -0.8105, -0.817, -0.7997, -0.8088, -0.7841, -0.7747, -0.7731, -0.7514, -0.7591, -0.7545, -0.7487, -0.7385, -0.7104, -0.691, -0.6928, -0.6918, -0.6993, -0.6897, -0.6925, -0.6777, -0.6759, -0.6738, -0.6738, -0.6834, -0.6957, -0.6957, -0.6957, -0.6957, -0.6716, -0.67, -0.6657, -0.678, -0.6759, -0.6578, -0.6651, -0.6437, -0.6153, -0.6106, -0.5966, -0.5492, -0.4747, -0.4331, -0.4492, -0.3556, -0.2662, -0.2046, -0.1964, -0.1704, -0.2028, -0.215, -0.2583, -0.1097, -0.2246, -0.1763, -0.2211, -0.0448, 0.0, 0.0324, -0.0163, -0.0433, -0.1308, -0.1615, -0.1617, -0.0679, -0.1689, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066556340051296500", "ticker_idx": 2, "ts": "2026-06-15T16:20:00+00:00", "symbol": "6762.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$6762.T TDK: Japan exposure, cheaper valuation", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares JPM thesis on Asian MLCCs: supply tight through 2028, ASPs up, TAM $30B+; prefers Murata, Taiyo Yuden, TDK, Yageo; SEMCO a winner but pricey.", "resolved_tickers": ["6762.T"], "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": "JPM on Asian MLCCs:\n\nMLCC supply shortage through 2028\n\n> ASPs to rise high-50% from 2026–2028\n> Industry TAM expected to exceed $30B\n> 2025–2028E revenue CAGR: 24%\n> Industry OPM to hit 38% in 2028\n\nAI server demand is the driver:\n\n> server is now the key MLCC application\n> auto demand still resilient\n> consumer electronics still weak\n\nThe underappreciated point:\n\n> headline capacity growth / effective supply\n> higher voltage systems require advanced specs\n> AI server MLCC assembly yield is 3–6x lower than normal MLCC\n\nThat means supply can stay tight even if capacity rises.\n\nJPM prefers Japan/Taiwan over Korea on valuation\n\n$6981.T Murata: preferred Japan large-cap\n$6976.T Taiyo Yuden: higher beta Japan MLCC play\n$6762.T TDK: Japan exposure, cheaper valuation\n$2327.TW Yageo: Taiwan winner\n$009150.KS SEMCO: winner, valuation less attractive \n\nPerformance has already been insane:\n\nMLCC suppliers +268% YTD\n$009150.KS SEMCO +608% YTD\n$6976.T Taiyo Yuden +369% YTD\n$2327.TW Yageo +281% YTD\n$6981.T Murata +175% YTD\n$6762.T TDK +62% YTD\n\nIf you want the full report DM Me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02735402419779054, "ret_signed_m1d": 0.02735402419779054, "alpha_spy_m1d": 0.044682425583206564, "alpha_c_m1d": 0.06380013218732072, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007364544976328213, "ret_signed_p1d": 0.007364544976328213, "alpha_spy_p1d": 0.013326107820562316, "alpha_c_p1d": 0.03525963649166419, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.037085744345081606, "ret_signed_p1w": 0.037085744345081606, "alpha_spy_p1w": 0.04837605489631336, "alpha_c_p1w": 0.03401409808861566, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4457, -0.4457, -0.4679, -0.4692, -0.4556, -0.4538, -0.4502, -0.474, -0.4829, -0.4548, -0.4883, -0.4709, -0.4686, -0.4538, -0.4214, -0.4161, -0.3924, -0.404, -0.4022, -0.4091, -0.3319, -0.3119, -0.3314, -0.3225, -0.2897, -0.2998, -0.2926, -0.2851, -0.2959, -0.2959, -0.2397, -0.27, -0.27, -0.27, -0.27, -0.2383, -0.2311, -0.2278, -0.2212, -0.2329, -0.192, -0.2128, -0.2169, -0.2148, -0.2259, -0.1739, -0.1136, -0.0229, -0.046, -0.051, -0.0016, 0.0805, 0.0794, 0.0124, 0.0389, 0.0389, 0.0813, -0.0229, 0.0087, -0.0426, -0.0634, -0.0784, 0.0274, 0.0, 0.0074, 0.0139, 0.0281, 0.0686, 0.0371, 0.0037, 0.0279, -0.0597, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066556340051296500", "ticker_idx": 3, "ts": "2026-06-15T16:20:00+00:00", "symbol": "2327.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$2327.TW Yageo: Taiwan winner", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares JPM thesis on Asian MLCCs: supply tight through 2028, ASPs up, TAM $30B+; prefers Murata, Taiyo Yuden, TDK, Yageo; SEMCO a winner but pricey.", "resolved_tickers": ["2327.TW"], "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": "JPM on Asian MLCCs:\n\nMLCC supply shortage through 2028\n\n> ASPs to rise high-50% from 2026–2028\n> Industry TAM expected to exceed $30B\n> 2025–2028E revenue CAGR: 24%\n> Industry OPM to hit 38% in 2028\n\nAI server demand is the driver:\n\n> server is now the key MLCC application\n> auto demand still resilient\n> consumer electronics still weak\n\nThe underappreciated point:\n\n> headline capacity growth / effective supply\n> higher voltage systems require advanced specs\n> AI server MLCC assembly yield is 3–6x lower than normal MLCC\n\nThat means supply can stay tight even if capacity rises.\n\nJPM prefers Japan/Taiwan over Korea on valuation\n\n$6981.T Murata: preferred Japan large-cap\n$6976.T Taiyo Yuden: higher beta Japan MLCC play\n$6762.T TDK: Japan exposure, cheaper valuation\n$2327.TW Yageo: Taiwan winner\n$009150.KS SEMCO: winner, valuation less attractive \n\nPerformance has already been insane:\n\nMLCC suppliers +268% YTD\n$009150.KS SEMCO +608% YTD\n$6976.T Taiyo Yuden +369% YTD\n$2327.TW Yageo +281% YTD\n$6981.T Murata +175% YTD\n$6762.T TDK +62% YTD\n\nIf you want the full report DM Me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010526315789473717, "ret_signed_m1d": -0.010526315789473717, "alpha_spy_m1d": 0.006802085595942309, "alpha_c_m1d": 0.02591979220005647, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03578947368421059, "ret_signed_p1d": 0.03578947368421059, "alpha_spy_p1d": 0.041751036528444696, "alpha_c_p1d": 0.06368456519954657, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": 0.0736842105263158, "ret_signed_p1w": 0.0736842105263158, "alpha_spy_p1w": 0.08497452107754755, "alpha_c_p1w": 0.07061256426984985, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7126, -0.7168, -0.7356, -0.7382, -0.7283, -0.7262, -0.7283, -0.7304, -0.7455, -0.7371, -0.7429, -0.7429, -0.7429, -0.7324, -0.7162, -0.7058, -0.7021, -0.6828, -0.6739, -0.6635, -0.6603, -0.6692, -0.6661, -0.6624, -0.6703, -0.6917, -0.6896, -0.6812, -0.6588, -0.6635, -0.6687, -0.6687, -0.642, -0.6358, -0.6467, -0.6117, -0.5934, -0.5908, -0.5616, -0.561, -0.5171, -0.5239, -0.4764, -0.4806, -0.4565, -0.4022, -0.3426, -0.2778, -0.3092, -0.2674, -0.2245, -0.2287, -0.1743, -0.1158, -0.143, -0.2235, -0.1963, -0.2151, -0.1367, -0.144, -0.12, -0.1, -0.0105, 0.0, 0.0358, 0.1368, 0.1368, 0.1211, 0.0737, 0.1053, 0.1842, 0.0684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066556340051296500", "ticker_idx": 4, "ts": "2026-06-15T16:20:00+00:00", "symbol": "009150.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$009150.KS SEMCO: winner, valuation less attractive", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares JPM thesis on Asian MLCCs: supply tight through 2028, ASPs up, TAM $30B+; prefers Murata, Taiyo Yuden, TDK, Yageo; SEMCO a winner but pricey.", "resolved_tickers": ["009150.KS"], "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": "JPM on Asian MLCCs:\n\nMLCC supply shortage through 2028\n\n> ASPs to rise high-50% from 2026–2028\n> Industry TAM expected to exceed $30B\n> 2025–2028E revenue CAGR: 24%\n> Industry OPM to hit 38% in 2028\n\nAI server demand is the driver:\n\n> server is now the key MLCC application\n> auto demand still resilient\n> consumer electronics still weak\n\nThe underappreciated point:\n\n> headline capacity growth / effective supply\n> higher voltage systems require advanced specs\n> AI server MLCC assembly yield is 3–6x lower than normal MLCC\n\nThat means supply can stay tight even if capacity rises.\n\nJPM prefers Japan/Taiwan over Korea on valuation\n\n$6981.T Murata: preferred Japan large-cap\n$6976.T Taiyo Yuden: higher beta Japan MLCC play\n$6762.T TDK: Japan exposure, cheaper valuation\n$2327.TW Yageo: Taiwan winner\n$009150.KS SEMCO: winner, valuation less attractive \n\nPerformance has already been insane:\n\nMLCC suppliers +268% YTD\n$009150.KS SEMCO +608% YTD\n$6976.T Taiyo Yuden +369% YTD\n$2327.TW Yageo +281% YTD\n$6981.T Murata +175% YTD\n$6762.T TDK +62% YTD\n\nIf you want the full report DM Me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02392578125, "ret_signed_m1d": -0.02392578125, "alpha_spy_m1d": -0.006597379864583974, "alpha_c_m1d": 0.012520326739530185, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.036446107989530185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0078125, "ret_signed_p1d": -0.0078125, "alpha_spy_p1d": -0.0018509371557658971, "alpha_c_p1d": 0.02008259151533598, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.02789509151533598, "ret_p1w": -0.0283203125, "ret_signed_p1w": -0.0283203125, "alpha_spy_p1w": -0.017030001948768247, "alpha_c_p1w": -0.03139195875646594, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.003071646256465943, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7659, -0.7732, -0.7913, -0.7866, -0.7781, -0.7769, -0.7769, -0.7905, -0.801, -0.7832, -0.7964, -0.7773, -0.7744, -0.7769, -0.749, -0.748, -0.7241, -0.7227, -0.7148, -0.7002, -0.688, -0.6685, -0.668, -0.623, -0.6035, -0.6221, -0.6152, -0.6123, -0.5903, -0.5962, -0.5938, -0.5938, -0.5518, -0.5518, -0.5547, -0.5522, -0.5537, -0.5605, -0.5322, -0.4976, -0.5, -0.5068, -0.4966, -0.5181, -0.4819, -0.4121, -0.3457, -0.3457, -0.2324, -0.2041, -0.0972, 0.0386, -0.021, -0.1147, -0.1147, -0.1621, -0.1421, -0.1875, -0.0381, -0.1187, -0.1187, -0.1631, -0.0239, 0.0, -0.0078, 0.0742, 0.1084, 0.0879, -0.0283, -0.041, -0.0249, -0.0269, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2002094837126803752", "ticker_idx": 0, "ts": "2025-12-19T19:13:00+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am officially a proud $IREN bull", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses long positions in both IREN and NBIS, defending the dual investment.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Many people have been commenting asking me why I would invest in $IREN after being one of the most vocal $NBIS bulls since the very beginning. The answer is most adequately summed up by the below piece I wrote. \n\nIf you are pressed as to why I would invest in $IREN then I’m sorry it is a skill issue on your end and you really just don’t understand investing. \n\nhttps://t.co/x4i4E0dib9", "reply_text": null, "parent_text": null, "quoted_text": "I am officially a proud $IREN bull https://t.co/AlNAp2lnld", "parent_author": null, "ret_m1d": -0.10320639080313909, "ret_signed_m1d": -0.10320639080313909, "alpha_spy_m1d": -0.0942242938709974, "alpha_c_m1d": -0.09773588483361495, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.005470505969524142, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053106283662889275, "ret_signed_p1d": 0.053106283662889275, "alpha_spy_p1d": 0.046876479812455685, "alpha_c_p1d": 0.040827867951608976, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.0122784157112803, "ret_p1w": 0.00951906526916746, "ret_signed_p1w": 0.00951906526916746, "alpha_spy_p1w": -0.004762602284337225, "alpha_c_p1w": -0.008248866625824913, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.017767931894992373, "ret_p1m": 0.4483968523777071, "ret_signed_p1m": 0.4483968523777071, "alpha_spy_p1m": 0.4321316549470189, "alpha_c_p1m": 0.4522212850231453, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": -0.0038244326454381916, "ret_p3m": 0.057364755024182035, "ret_signed_p3m": 0.057364755024182035, "alpha_spy_p3m": 0.08551688701452231, "alpha_c_p3m": 0.16128240108652248, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.10391764606234044, "ret_p6m": 0.5242986288876563, "ret_signed_p6m": 0.5242986288876563, "alpha_spy_p6m": 0.4121879442962242, "alpha_c_p6m": 0.5391878510889673, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": -0.014889222201310948, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4483968523777071, "alpha_spy_stated": 0.4321316549470189, "alpha_c_stated": 0.4522212850231453, "price_path": [0.0463, 0.1809, 0.1596, 0.0486, 0.1506, 0.1756, 0.1794, 0.1779, 0.264, 0.4466, 0.5451, 0.5053, 0.5994, 0.4972, 0.6067, 0.7425, 0.7029, 0.5488, 0.521, 0.4835, 0.3826, 0.2983, 0.3993, 0.5757, 0.628, 0.5636, 0.5135, 0.4584, 0.5218, 0.6971, 0.6691, 0.9141, 0.6774, 0.5626, 0.5073, 0.4374, 0.3953, 0.2187, 0.1616, 0.1876, 0.2237, 0.148, 0.0889, 0.0586, 0.2147, 0.1891, 0.2137, 0.2137, 0.1976, 0.2147, 0.0301, 0.1012, 0.1636, 0.12, 0.1608, 0.1733, 0.1002, 0.1007, 0.0053, -0.1112, -0.0834, -0.1538, -0.1032, 0.0, 0.0531, 0.0539, 0.0516, 0.0516, 0.0095, -0.0128, -0.0406, -0.0539, -0.0539, 0.0696, 0.2084, 0.1501, 0.0928, 0.1443, 0.1531, 0.2608, 0.3274, 0.3246, 0.2998, 0.4484, 0.4484, 0.3592, 0.3397, 0.3091, 0.4198, 0.3116, 0.5028, 0.5767, 0.499, 0.3462, 0.3297, 0.3625, 0.1258, -0.0033, 0.0478, 0.1561, 0.0754, 0.0689, 0.0028, 0.0576, 0.0576, 0.0263, 0.0541, 0.0844, 0.0015, 0.0611, 0.1385, 0.103, 0.1082, 0.0258, 0.0368, -0.0268, 0.0982, 0.0051, -0.0807, -0.0271, -0.0451, 0.0516, 0.0363, 0.0416, 0.1258, 0.0762, 0.0574, 0.0436, 0.0343, 0.0561, 0.0301, 0.0378, -0.0619, -0.121, -0.2079, -0.1413, -0.146, -0.129, -0.129, -0.12, -0.1047, -0.0774, -0.0716, -0.015, 0.0789, 0.1866, 0.2229, 0.1949, 0.2054, 0.2204, 0.1315, 0.2122, 0.3031, 0.2685, 0.2114, 0.1132, 0.0736, 0.14, 0.1438, 0.2395, 0.3712, 0.5276, 0.4241, 0.5331, 0.3815, 0.4168, 0.382, 0.4629, 0.3262, 0.264, 0.1959, 0.3204, 0.4544, 0.4236, 0.4236, 0.4975, 0.6994, 0.6045, 0.5917, 0.6365, 0.6683, 0.6403, 0.5496, 0.3615, 0.4827, 0.3532, 0.2906, 0.4206, 0.4972, 0.5243]}
{"unit_id": "quote:2002094837126803752", "ticker_idx": 1, "ts": "2025-12-19T19:13:00+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "one of the most vocal $NBIS bulls since the very beginning", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses long positions in both IREN and NBIS, defending the dual investment.", "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": "Many people have been commenting asking me why I would invest in $IREN after being one of the most vocal $NBIS bulls since the very beginning. The answer is most adequately summed up by the below piece I wrote. \n\nIf you are pressed as to why I would invest in $IREN then I’m sorry it is a skill issue on your end and you really just don’t understand investing. \n\nhttps://t.co/x4i4E0dib9", "reply_text": null, "parent_text": null, "quoted_text": "I am officially a proud $IREN bull https://t.co/AlNAp2lnld", "parent_author": null, "ret_m1d": -0.12709594078852937, "ret_signed_m1d": -0.12709594078852937, "alpha_spy_m1d": -0.11811384385638768, "alpha_c_m1d": -0.12666688114864477, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.00042905963988459916, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0421417875144523, "ret_signed_p1d": 0.0421417875144523, "alpha_spy_p1d": 0.03591198366401871, "alpha_c_p1d": 0.03769889938940785, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.004442888125044453, "ret_p1w": -0.02090322787524601, "ret_signed_p1w": -0.02090322787524601, "alpha_spy_p1w": -0.035184895428750695, "alpha_c_p1w": -0.03662521784249162, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.01572198996724561, "ret_p1m": 0.21540358226770406, "ret_signed_p1m": 0.21540358226770406, "alpha_spy_p1m": 0.19913838483701585, "alpha_c_p1m": 0.22378966987343696, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": -0.008386087605732895, "ret_p3m": 0.32528502986729757, "ret_signed_p3m": 0.32528502986729757, "alpha_spy_p3m": 0.35343716185763785, "alpha_c_p3m": 0.3466721399088062, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.021387110041508617, "ret_p6m": 1.9071094342248704, "ret_signed_p6m": 1.9071094342248704, "alpha_spy_p6m": 1.7949987496334383, "alpha_c_p6m": 1.9380707716171142, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": -0.030961337392243715, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21540358226770406, "alpha_spy_stated": 0.19913838483701585, "alpha_c_stated": 0.22378966987343696, "price_path": [0.205, 0.2657, 0.2066, 0.2039, 0.2321, 0.255, 0.2923, 0.407, 0.4306, 0.3966, 0.3157, 0.3637, 0.4827, 0.4485, 0.5142, 0.4325, 0.4066, 0.3754, 0.2681, 0.2184, 0.1657, 0.1024, 0.1867, 0.3108, 0.4021, 0.3618, 0.3984, 0.3881, 0.4623, 0.3466, 0.2356, 0.3078, 0.2233, 0.2439, 0.229, 0.1426, 0.0548, -0.0093, -0.0662, -0.0389, 0.0121, 0.0627, -0.0539, -0.0693, 0.0273, -0.0065, 0.0585, 0.0585, 0.0605, 0.1195, 0.0781, 0.1057, 0.1491, 0.0959, 0.1215, 0.0777, 0.0462, 0.0539, -0.0198, -0.093, -0.0951, -0.1566, -0.1271, 0.0, 0.0421, 0.0064, 0.0187, 0.0187, -0.0209, -0.0382, -0.048, -0.0643, -0.0643, 0.0055, 0.0377, 0.1205, 0.0755, 0.0876, 0.0947, 0.1998, 0.1785, 0.14, 0.1612, 0.2154, 0.2154, 0.1099, 0.1052, 0.0826, 0.0563, 0.0224, 0.094, 0.1226, 0.0609, -0.0477, -0.0145, 0.0055, -0.079, -0.1743, -0.0376, 0.0382, 0.026, -0.0095, 0.003, 0.0956, 0.0956, 0.0901, 0.1379, 0.2029, 0.0946, 0.1246, 0.1467, 0.1862, 0.1724, 0.0193, 0.0173, -0.0297, 0.093, 0.0692, -0.0015, 0.0613, 0.0779, 0.2519, 0.2077, 0.2626, 0.4515, 0.3004, 0.3253, 0.3584, 0.3148, 0.276, 0.2845, 0.2865, 0.1846, 0.127, 0.0313, 0.1598, 0.1396, 0.2164, 0.2164, 0.258, 0.3123, 0.3973, 0.5239, 0.6205, 0.7277, 0.8102, 0.8642, 0.8482, 0.7565, 0.7791, 0.7499, 0.7454, 0.7559, 0.645, 0.6204, 0.5148, 0.5782, 0.5452, 0.7269, 0.9721, 0.9665, 1.1808, 1.0654, 0.9791, 1.0803, 1.0021, 1.3169, 1.4721, 1.4585, 1.2341, 1.2103, 1.1442, 1.4584, 1.4007, 1.4007, 1.3257, 1.3292, 1.5301, 1.5832, 1.9567, 1.9128, 1.8133, 1.9026, 1.5465, 1.4368, 1.4605, 1.3663, 1.4842, 1.5974, 1.9071]}
{"unit_id": "orig:2021949420703494287", "ticker_idx": 0, "ts": "2026-02-12T14:08:02+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$7-$9B ARR guidance not dependent on any new hyperscaler deals", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS: $7–9B ARR guidance is achievable without new hyperscaler deals, reducing execution risk.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS\n\n$7-$9B ARR guidance not dependent on any new hyperscaler deals https://t.co/7TGwGsOLnj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01248192025722783, "ret_signed_m1d": -0.01248192025722783, "alpha_spy_m1d": -0.028173192214056564, "alpha_c_m1d": -0.030800154733494067, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.018318234476266237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09227681343508021, "ret_signed_p1d": 0.09227681343508021, "alpha_spy_p1d": 0.09157231433196111, "alpha_c_p1d": 0.09280019347545787, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": -0.0005233800403776634, "ret_p1w": 0.1992644219826205, "ret_signed_p1w": 0.1992644219826205, "alpha_spy_p1w": 0.19455269019016663, "alpha_c_p1w": 0.19490294395845753, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.004361478024162979, "ret_p1m": 0.25877624788380604, "ret_signed_p1m": 0.25877624788380604, "alpha_spy_p1m": 0.28663602608277416, "alpha_c_p1m": 0.26043360685550987, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.0016573589717038262, "ret_p3m": 0.996099341464155, "ret_signed_p3m": 0.996099341464155, "alpha_spy_p3m": 0.909605099046572, "alpha_c_p3m": 0.9822322135929529, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.013867127871202145, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25877624788380604, "alpha_spy_stated": 0.28663602608277416, "alpha_c_stated": 0.26043360685550987, "price_path": [-0.0418, 0.009, 0.0595, -0.0567, -0.0721, 0.0242, -0.0095, 0.0553, 0.0553, 0.0573, 0.1161, 0.0749, 0.1024, 0.1457, 0.0926, 0.1181, 0.0744, 0.043, 0.0507, -0.0227, -0.0957, -0.0978, -0.1591, -0.1297, -0.003, 0.039, 0.0033, 0.0156, 0.0156, -0.0238, -0.0411, -0.0508, -0.0671, -0.0671, 0.0025, 0.0345, 0.1171, 0.0722, 0.0844, 0.0914, 0.1961, 0.175, 0.1365, 0.1578, 0.2117, 0.2117, 0.1065, 0.1019, 0.0793, 0.0532, 0.0193, 0.0907, 0.1192, 0.0577, -0.0506, -0.0175, 0.0025, -0.0818, -0.1768, -0.0405, 0.0351, 0.023, -0.0125, 0.0, 0.0923, 0.0923, 0.0868, 0.1345, 0.1993, 0.0913, 0.1213, 0.1432, 0.1827, 0.1688, 0.0163, 0.0143, -0.0327, 0.0897, 0.066, -0.0045, 0.0581, 0.0747, 0.2481, 0.2041, 0.2588, 0.4471, 0.2964, 0.3213, 0.3543, 0.3108, 0.2721, 0.2806, 0.2826, 0.181, 0.1236, 0.0282, 0.1564, 0.1362, 0.2127, 0.2127, 0.2542, 0.3084, 0.3931, 0.5193, 0.6156, 0.7225, 0.8047, 0.8586, 0.8426, 0.7513, 0.7738, 0.7447, 0.7401, 0.7506, 0.64, 0.6155, 0.5102, 0.5735, 0.5405, 0.7217, 0.9661, 0.9605, 1.1742, 1.0592, 0.9731, 1.074, 0.9961, 1.3099, 1.4646, 1.4511, 1.2273, 1.2036, 1.1377, 1.451, 1.3935, 1.3935, 1.3187, 1.3222, 1.5225, 1.5754, 1.9478, 1.904, 1.8049, 1.8939, 1.5388, 1.4295, 1.4531, 1.3592, 1.4768, 1.5895, 1.8984, 1.9544, 2.1306, 2.195, 2.195, 2.1607, 2.0675, 1.8938, 1.86, 1.678, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029316469729681714", "ticker_idx": 0, "ts": "2026-03-04T22:02:03+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is trading at a premium valuation where flawless execution is already priced in. An emergency rebuild of a flagship military platform under a government-mandated deadline, with an unknown timeline and real cost implications, is exactly the kind of friction that premium multiples do not forgive easily.", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish PLTR: emergency Maven rebuild creates execution risk that its premium valuation cannot absorb.", "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 FACES COSTLY EMERGENCY REBUILD OF PENTAGON'S FLAGSHIP AI PLATFORM AFTER ANTHROPIC BAN - REUTERS \n\nPalantir built its Maven Smart Systems platform, the Pentagon's primary AI tool for military intelligence and weapons targeting, deep on top of Anthropic's Claude. Multiple prompts, workflows, and core functionality were constructed using Claude code. Now, following Trump's executive order banning all government contractors from working with Anthropic, Palantir has to tear it out and rebuild from the ground up. This is not a scheduled migration. It is an emergency one.\n\nThe urgency is coming directly from the top. Trump ordered a full halt on all government work with Anthropic, and Defense Secretary Hegseth followed with explicit language that no contractor, supplier, or partner doing business with the U.S. military may conduct any commercial activity with Anthropic, effective immediately. Every defense contractor in the country, including $LMT and others across the entire defense industrial base, is now expected to purge Anthropic from their supply chains as fast as possible. There is no grace period and no defined transition window.\n\nThe problem for $PLTR specifically is that Maven is not a peripheral tool. It is the Pentagon's flagship AI program, used for intelligence analysis and weapons targeting, and it has reportedly played a role in active U.S. military operations. Sources told Reuters the rebuild could take months. That is months of operational uncertainty on over $1 billion in contracts while the government is demanding the change happen now. The gap between \"months to rebuild\" and \"effective immediately\" is where Palantir's execution risk lives.\n\nFor $PLTR investors, the company is not losing its contracts and its strategic position in defense AI remains intact. But Palantir is trading at a premium valuation where flawless execution is already priced in. An emergency rebuild of a flagship military platform under a government-mandated deadline, with an unknown timeline and real cost implications, is exactly the kind of friction that premium multiples do not forgive easily.\n\nhttps://t.co/T9bMRcNr4T", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0034060671952422794, "ret_signed_m1d": -0.0034060671952422794, "alpha_spy_m1d": 0.0022008657069987336, "alpha_c_m1d": 0.0022008657069987336, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.005606932902241013, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029409874546506565, "ret_signed_p1d": -0.029409874546506565, "alpha_spy_p1d": -0.04251700445736861, "alpha_c_p1d": -0.04251700445736861, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.013107129910862048, "ret_p1w": 0.005436574579218867, "ret_signed_p1w": -0.005436574579218867, "alpha_spy_p1w": -0.027819906073805023, "alpha_c_p1w": -0.027819906073805023, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.022383331494586156, "ret_p1m": -0.027575761482746097, "ret_signed_p1m": 0.027575761482746097, "alpha_spy_p1m": -0.007193851006925045, "alpha_c_p1m": -0.007193851006925045, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.03476961248967114, "ret_p3m": -0.003275037702212491, "ret_signed_p3m": 0.003275037702212491, "alpha_spy_p3m": 0.12118679134912347, "alpha_c_p3m": 0.12118679134912347, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.11791175364691098, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.027575761482746097, "alpha_spy_stated": -0.007193851006925045, "alpha_c_stated": -0.007193851006925045, "price_path": [0.1888, 0.1911, 0.2308, 0.2284, 0.2024, 0.2003, 0.2298, 0.1613, 0.2163, 0.2667, 0.2706, 0.2716, 0.2718, 0.2718, 0.2361, 0.2064, 0.1845, 0.1643, 0.1643, 0.0995, 0.14, 0.1771, 0.19, 0.1584, 0.1626, 0.1751, 0.1722, 0.1685, 0.1598, 0.1198, 0.1198, 0.1039, 0.0829, 0.0867, 0.1109, 0.0969, 0.0853, 0.0307, -0.0053, -0.0398, -0.0322, 0.0341, -0.086, -0.1484, -0.1098, -0.0639, -0.0862, -0.1113, -0.1542, -0.1393, -0.1393, -0.1287, -0.1133, -0.1165, -0.1142, -0.1446, -0.1561, -0.121, -0.1096, -0.1014, -0.0491, -0.0357, 0.0034, 0.0, 0.0294, 0.0246, -0.01, -0.007, 0.0054, -0.0113, 0.0003, 0.0158, 0.0007, 0.0197, -0.013, 0.0535, 0.0138, 0.015, -0.0335, -0.0629, -0.099, -0.0419, -0.0405, -0.0276, -0.0276, -0.031, -0.017, -0.078, -0.1453, -0.1612, -0.133, -0.1112, -0.0689, -0.0649, -0.0411, -0.0444, -0.0439, -0.0003, -0.0727, -0.0627, -0.0627, -0.0753, -0.0963, -0.0888, -0.0563, -0.0435, -0.1098, -0.1237, -0.1023, -0.0974, -0.1034, -0.1092, -0.1482, -0.1241, -0.1224, -0.1148, -0.114, -0.1017, -0.0999, -0.1034, -0.1034, -0.1053, -0.132, -0.0611, 0.0253, 0.0523, -0.0033, -0.0686, -0.0719, -0.1123, -0.1061, -0.1349, -0.1471, -0.1414, -0.1617, -0.1176, -0.1272, -0.1444, -0.1585, -0.1585, -0.2173, -0.2356, -0.2566, -0.2974, -0.2603, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026534665956270122", "ticker_idx": 0, "ts": "2026-02-25T05:48:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Daishin Securities forecasts Korean semiconductor companies' commodity DRAM operating margins rising to the low-80% range in 1Q26 and mid-80% in 2Q26, surpassing peak profitability seen during the 2017–2018 supercycle", "tweet_type": "analysis", "timeline": "quarters", "summary": "Shares Daishin forecast of record DRAM margins into 2026 for Korean producers; CXMT/YMTC flagged as incremental beneficiaries via China substitution.", "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 $CXMT $YMTC - COMMODITY DRAM MARGINS APPROACH MID-80% AS PRICE CEILING TESTED \n\nDaishin Securities forecasts Korean semiconductor companies’ commodity DRAM operating margins rising to the low-80% range in 1Q26 and mid-80% in 2Q26, surpassing peak profitability seen during the 2017–2018 supercycle. The firm characterizes this as virtually unprecedented in global manufacturing history. While fundamentals remain tight, the magnitude of margin expansion raises concerns around elevated base effects into 2027.\n\nThe key inflection point is pricing. Over the past 15 years, $1 per Gb has functioned as a structural ceiling for commodity DRAM pricing. With per-Gb ASPs expected to approach that level in 2Q26, the market is increasingly focused on customer price resistance. The question shifts from supply tightness to demand elasticity at historically extreme price points.\n\nIn servers, price escalation has been acute. 64GB RDIMM contract prices moved from roughly $250 in June 2025 to the mid-$400s by November, peaking near $650 in December. Chinese customers are reportedly accepting pricing above $750, with potential upside toward $900–1,000 under discussion. However, North American hyperscalers have signaled procurement budget exhaustion risk as early as 1Q26, indicating that continued price acceleration could constrain AI infrastructure expansion. While buyers acknowledge structural DRAM demand, they are reportedly pushing for moderation in price increases and offering 3–5 year LTAs, with consensus expectations for increases to taper in 2027.\n\nIn smartphones and PCs, memory inflation is creating bill-of-material pressure for OEMs. Inventory remains insufficient to materially reduce purchases, but set makers are adjusting mix. High-end products are securing maximum memory volumes, while mid-to-low-end models are seeing shipment cuts or specification downgrades due to margin compression. There are also emerging signs of substitution risk in China, where domestic suppliers such as CXMT and YMTC could gain incremental adoption if performance thresholds are met, particularly as non-Chinese customers remain constrained by U.S. export restrictions.\n\nOverall, Daishin frames 2026 as a period of peak pricing power and margin expansion for Korean DRAM producers, with debate shifting toward sustainability and demand response rather than supply availability.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025617708598947186, "ret_signed_m1d": -0.025617708598947186, "alpha_spy_m1d": -0.01725001148964722, "alpha_c_m1d": -0.00919195315534127, "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": -0.03132867226428593, "ret_signed_p1d": -0.03132867226428593, "alpha_spy_p1d": -0.025774226685078783, "alpha_c_p1d": 0.001874804774595229, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.03320347703888116, "ret_p1w": -0.06580425289161662, "ret_signed_p1w": -0.06580425289161662, "alpha_spy_p1w": -0.054233892877746936, "alpha_c_p1w": -0.002306981148468945, "bench_spy_p1w": -0.011570360013869685, "bench_c_p1w": -0.06349727174314768, "ret_p1m": -0.17142192448402027, "ret_signed_p1m": -0.17142192448402027, "alpha_spy_p1m": -0.10462791495702983, "alpha_c_p1m": -0.06507687348258528, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.10634505100143499, "ret_p3m": 0.7513181624059206, "ret_signed_p3m": 0.7513181624059206, "alpha_spy_p3m": 0.6726536123761195, "alpha_c_p3m": 0.3989622341823815, "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": 0.7513181624059206, "alpha_spy_stated": 0.6726536123761195, "alpha_c_stated": 0.3989622341823815, "price_path": [-0.449, -0.4397, -0.442, -0.4544, -0.4719, -0.4473, -0.4247, -0.4118, -0.3855, -0.3978, -0.4381, -0.4466, -0.4582, -0.4745, -0.4209, -0.3804, -0.3555, -0.3563, -0.332, -0.332, -0.3364, -0.3138, -0.3179, -0.3347, -0.3347, -0.2648, -0.2724, -0.1995, -0.2085, -0.2377, -0.1956, -0.1938, -0.2118, -0.223, -0.2153, -0.1544, -0.1544, -0.1492, -0.093, -0.0732, -0.0684, -0.093, -0.0437, 0.0146, 0.0158, -0.0329, 0.0205, -0.0223, -0.1156, -0.1075, -0.08, -0.1061, -0.13, -0.0435, -0.035, -0.0404, -0.0404, -0.0681, -0.0188, -0.0272, -0.0019, -0.0187, -0.0256, 0.0, -0.0313, -0.0388, -0.0381, -0.115, -0.0658, -0.0745, -0.1368, -0.0925, -0.0603, -0.024, -0.0551, -0.0067, 0.0298, 0.0762, 0.0763, 0.0356, -0.0142, -0.0575, -0.078, -0.1093, -0.1714, -0.1673, -0.2496, -0.2122, -0.1422, -0.1459, -0.1459, -0.1191, -0.1195, -0.0515, -0.017, -0.0192, -0.0053, 0.0859, 0.0639, 0.0663, 0.0612, 0.0457, 0.0479, 0.1368, 0.1234, 0.1583, 0.2233, 0.176, 0.209, 0.206, 0.2644, 0.3443, 0.4929, 0.5545, 0.5079, 0.7415, 0.8547, 0.7877, 0.8741, 0.8096, 0.6899, 0.5893, 0.6294, 0.707, 0.7772, 0.7513, 0.7513, 1.0892, 1.165, 1.1536, 1.2644, 1.4148, 1.4815, 1.5175, 1.3227, 1.0149, 1.2137, 1.1825, 1.0798, 1.3224, 1.2891, 1.5372, 1.3804, 1.4327, 1.6444, 1.6444, 1.8249, 1.4527, 1.4451, 1.83, 1.6406, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2008894499741986877", "ticker_idx": 0, "ts": "2026-01-07T13:32:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Price Target raised to $400 by UBS", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "UBS raises Micron price target to $400; author shares/endorses bullish directional call.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "🚨 $MU Price Target raised to $400 by UBS https://t.co/Z8K5xqqhh9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011426848156873781, "ret_signed_m1d": 0.011426848156873781, "alpha_spy_m1d": 0.008193011888131707, "alpha_c_m1d": 0.004673936158262393, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.006752911998611388, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03690181592709463, "ret_signed_p1d": -0.03690181592709463, "alpha_spy_p1d": -0.036800288612821364, "alpha_c_p1d": -0.021214375794916807, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.01568744013217782, "ret_p1w": -0.01825943547129749, "ret_signed_p1w": -0.01825943547129749, "alpha_spy_p1w": -0.01939047288736062, "alpha_c_p1w": -0.026908381460762687, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.008648945989465195, "ret_p1m": 0.12763963645132725, "ret_signed_p1m": 0.12763963645132725, "alpha_spy_p1m": 0.14498354487920662, "alpha_c_p1m": 0.1378987965005809, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.010259160049253646, "ret_p3m": 0.11299871188780286, "ret_signed_p3m": 0.11299871188780286, "alpha_spy_p3m": 0.15483641856284558, "alpha_c_p3m": 0.08453260029517318, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": 0.028466111592629684, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12763963645132725, "alpha_spy_stated": 0.14498354487920662, "alpha_c_stated": 0.1378987965005809, "price_path": [-0.4654, -0.4325, -0.4493, -0.435, -0.4038, -0.4042, -0.3913, -0.4045, -0.4157, -0.3915, -0.3552, -0.3521, -0.3467, -0.3328, -0.3405, -0.3412, -0.3091, -0.3581, -0.3008, -0.2984, -0.2996, -0.2543, -0.2902, -0.279, -0.3024, -0.2734, -0.2877, -0.3273, -0.3349, -0.4072, -0.3895, -0.3408, -0.339, -0.3221, -0.3221, -0.3038, -0.2921, -0.295, -0.3107, -0.3328, -0.3017, -0.2731, -0.2569, -0.2237, -0.2391, -0.2901, -0.3008, -0.3155, -0.3361, -0.2683, -0.2172, -0.1858, -0.1867, -0.156, -0.156, -0.1616, -0.1331, -0.1382, -0.1594, -0.1594, -0.0711, -0.0807, 0.0114, 0.0, -0.0369, 0.0163, 0.0186, -0.0042, -0.0183, -0.0086, 0.0683, 0.0683, 0.075, 0.146, 0.1709, 0.177, 0.1459, 0.2082, 0.2819, 0.2834, 0.2219, 0.2894, 0.2353, 0.1174, 0.1276, 0.1624, 0.1294, 0.0992, 0.2085, 0.2192, 0.2124, 0.2124, 0.1774, 0.2397, 0.2291, 0.261, 0.2398, 0.2311, 0.2634, 0.2239, 0.2145, 0.2153, 0.1182, 0.1803, 0.1693, 0.0906, 0.1466, 0.1872, 0.2331, 0.1938, 0.255, 0.3011, 0.3597, 0.3598, 0.3084, 0.2455, 0.1908, 0.1649, 0.1253, 0.0469, 0.052, -0.0519, -0.0046, 0.0838, 0.0791, 0.0791, 0.113, 0.1125, 0.1984, 0.2419, 0.2392, 0.2568, 0.372, 0.3442, 0.3471, 0.3408, 0.3212, 0.324, 0.4363, 0.4193, 0.4635, 0.5455, 0.4858, 0.5275, 0.5237, 0.5975, 0.6984, 0.8862, 0.964, 0.9052, 1.2003, 1.3433, 1.2586, 1.3677, 1.2864, 1.1351, 1.008, 1.0587, 1.1567, 1.2454, 1.2127, 1.2127, 1.6395, 1.7354, 1.721, 1.8609, 2.0509, 2.1352, 2.1807, 1.9345, 1.5456, 1.7969, 1.7574, 1.6278, 1.9341, 1.8921, 2.2056, 2.0075, 2.0736, 2.3411, 2.3411, 2.5691, 2.0988, 2.0892, 2.5755, 2.3362, null, null, null, null]}
{"unit_id": "orig:2008271921838748002", "ticker_idx": 0, "ts": "2026-01-05T20:18:32+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "physical AI and robotics as a potential long-term growth vector rather than a separate end market", "tweet_type": "analysis", "timeline": "years", "summary": "Long NBIS as AI infrastructure positioned to capture RobotOps demand: compute, storage, simulation for always-on robotic fleet workloads.", "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": "Evan Helda (@evanhelda), Head of Physical AI at @nebiusai, describes why robotics needs a new operational layer he calls RobotOps. Traditional MLOps was built for static, digital environments. Physical AI operates in the real world, where data is noisy, environments change constantly, and failures carry real physical and regulatory risk.\n\nThe key distinction is what is being managed. In RobotOps, the center of gravity shifts from models to behavior, environments, and continuous feedback from sensors interacting with reality. Training, validation, and deployment collapse into a single always-on loop rather than discrete pipeline stages.\n\nSimulation becomes the gating constraint. High fidelity, repeatable simulation is required to test edge cases before models ever touch hardware, yet most teams lack the infrastructure to run simulation at scale with determinism and replayability. This creates a bottleneck that slows learning and raises deployment risk.\n\nFor $NBIS, this frames physical AI and robotics as a potential long-term growth vector rather than a separate end market. If RobotOps becomes the limiting layer for scaling robotic fleets, demand shifts toward compute, storage, simulation workloads, and data infrastructure purpose-built for continuous, multimodal learning. Nebius’s positioning in AI infrastructure suggests an opportunity to support this emerging stack as robotics workloads move from episodic training to always-on, simulation-heavy production systems.\n\nhttps://t.co/xmj4VUpBQG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03102450528929157, "ret_signed_m1d": -0.03102450528929157, "alpha_spy_m1d": -0.0244083630585612, "alpha_c_m1d": -0.023805863091072688, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.007218642198218883, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07982328866265265, "ret_signed_p1d": 0.07982328866265265, "alpha_spy_p1d": 0.07387613036328156, "alpha_c_p1d": 0.08339011955959863, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": -0.0035668308969459828, "ret_p1w": 0.15619950138953098, "ret_signed_p1w": 0.15619950138953098, "alpha_spy_p1w": 0.14538119788924075, "alpha_c_p1w": 0.15789800160269885, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.001698500213167864, "ret_p1m": -0.03102450528929157, "ret_signed_p1m": -0.03102450528929157, "alpha_spy_p1m": -0.03365636551965123, "alpha_c_p1m": -0.030939590053986388, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": -8.491523530518297e-05, "ret_p3m": 0.17225032369244597, "ret_signed_p3m": 0.17225032369244597, "alpha_spy_p3m": 0.21601657653125583, "alpha_c_p3m": 0.2206031962191024, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.04835287252665643, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.3142, 0.4288, 0.3959, 0.4592, 0.3805, 0.3555, 0.3254, 0.222, 0.1742, 0.1233, 0.0624, 0.1436, 0.2632, 0.3512, 0.3124, 0.3476, 0.3377, 0.4092, 0.2977, 0.1908, 0.2604, 0.1789, 0.1988, 0.1844, 0.1012, 0.0165, -0.0452, -0.1001, -0.0738, -0.0247, 0.0241, -0.0882, -0.1031, -0.01, -0.0426, 0.02, 0.02, 0.022, 0.0789, 0.039, 0.0656, 0.1074, 0.0561, 0.0808, 0.0386, 0.0082, 0.0156, -0.0554, -0.1259, -0.128, -0.1872, -0.1588, -0.0363, 0.0043, -0.0302, -0.0183, -0.0183, -0.0564, -0.0731, -0.0825, -0.0983, -0.0983, -0.031, 0.0, 0.0798, 0.0364, 0.0482, 0.0549, 0.1562, 0.1357, 0.0986, 0.1191, 0.1713, 0.1713, 0.0696, 0.0651, 0.0433, 0.018, -0.0148, 0.0543, 0.0819, 0.0224, -0.0823, -0.0503, -0.031, -0.1125, -0.2042, -0.0725, 0.0005, -0.0112, -0.0455, -0.0334, 0.0558, 0.0558, 0.0505, 0.0966, 0.1592, 0.0548, 0.0838, 0.105, 0.1432, 0.1298, -0.0177, -0.0196, -0.065, 0.0533, 0.0304, -0.0377, 0.0227, 0.0388, 0.2065, 0.1638, 0.2167, 0.3988, 0.2532, 0.2772, 0.3091, 0.267, 0.2297, 0.2379, 0.2398, 0.1415, 0.0861, -0.0061, 0.1177, 0.0982, 0.1723, 0.1723, 0.2123, 0.2647, 0.3465, 0.4686, 0.5617, 0.665, 0.7445, 0.7965, 0.7811, 0.6928, 0.7145, 0.6864, 0.682, 0.6921, 0.5853, 0.5616, 0.4598, 0.521, 0.4891, 0.6642, 0.9005, 0.8951, 1.1016, 0.9904, 0.9072, 1.0047, 0.9294, 1.2328, 1.3823, 1.3693, 1.153, 1.13, 1.0664, 1.3692, 1.3136, 1.3136, 1.2413, 1.2446, 1.4382, 1.4894, 1.8494, 1.8071, 1.7112, 1.7973, 1.4541, 1.3484, 1.3712, 1.2804, 1.3941, 1.5031, 1.8016, 1.8558, 2.0261, 2.0883, 2.0883, 2.0552, 1.9651, 1.7972, 1.7645, 1.5886, null, null]}
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{"unit_id": "quote:2068376145360216534", "ticker_idx": 0, "ts": "2026-06-20T16:51:16+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "that $NBIS already has a signed grid connection for the 1.2gw PA site is genuinely rare/valuable, given PA sits in the PJM footprint, the largest US grid operator & the most backlogged for DC interconnections", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS: pre-secured 1.2GW PJM grid connection is rare/valuable amid federal fast-tracking of DC interconnections.", "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": "“that $NBIS already has a signed grid connection for the 1.2gw PA site is genuinely rare/valuable, given PA sits in the PJM footprint, the largest US grid operator &amp; the most backlogged for DC interconnections”", "reply_text": null, "parent_text": null, "quoted_text": "$nbis, $be Important regulatory news this week. Fed gov moves aggressively on supporting DC buildout as a national competitve priority on par w/fabs; issues order telling grid operators to fast-track DC interconnection requests (from yrs. to 90 days) &amp; accomodate BTM solutions. https://t.co/dhXGacu9hD", "parent_author": null, "ret_m1d": 0.010860044599719565, "ret_signed_m1d": 0.010860044599719565, "alpha_spy_m1d": 0.007703130160119809, "alpha_c_m1d": -0.010719589900450854, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.02157963450017042, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029477048705458975, "ret_signed_p1d": -0.029477048705458975, "alpha_spy_p1d": -0.014955094694967364, "alpha_c_p1d": -0.033313807365135784, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": 0.003836758659676809, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5942, -0.6264, -0.6445, -0.6747, -0.6341, -0.6405, -0.6163, -0.6163, -0.6032, -0.5861, -0.5593, -0.5193, -0.4888, -0.455, -0.429, -0.412, -0.417, -0.4459, -0.4388, -0.448, -0.4495, -0.4461, -0.4811, -0.4889, -0.5222, -0.5022, -0.5126, -0.4553, -0.3779, -0.3797, -0.3121, -0.3485, -0.3757, -0.3438, -0.3685, -0.2692, -0.2202, -0.2245, -0.2953, -0.3028, -0.3236, -0.2245, -0.2427, -0.2427, -0.2664, -0.2653, -0.2019, -0.1852, -0.0673, -0.0812, -0.1126, -0.0844, -0.1967, -0.2313, -0.2239, -0.2536, -0.2164, -0.1807, -0.083, -0.0653, -0.0095, 0.0109, 0.0109, 0.0, -0.0295, -0.0844, -0.0951, -0.1527, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2034302961447514587", "ticker_idx": 0, "ts": "2026-03-18T16:16:36+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Entire calendar 2026 HBM supply is sold out under binding contracts, giving MU more earnings visibility than any point in its history. Margins expanded from -33% to 56.8%, with management guiding 68% tomorrow. Forward P/E has fallen 73% from ~38x to 10.5x since Jan '24", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU into earnings: forward P/E collapsed to 10.5x despite growth, HBM sold out through 2026 under binding contracts, margins expanding toward 68%.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MU reports earnings today after close.\n\nHere are 5 charts I am watching closely headed into earnings https://t.co/ABGwGE6bW3\n\n---\n\n1. Forward P/E (Quarterly)\n\nForward P/E has fallen 73% from ~38x to 10.5x since Jan '24. Despite the stock being up 461%, MU is cheaper on a forward basis today than it was at $80/share two years ago. Earnings growth continues to outpace the stock despite the meteoric rise. https://t.co/rk7NR9vAPE\n\n---\n\n2. Revenue (Quarterly)\n\nRevenue has nearly 4x'd from $3.7B to $13.6B since Q1 '23 at a 60.7% CAGR. Q2 guidance is $18.7B. All three major memory producers are sold out through 2026 meaning the shortage will continue and memory prices rise https://t.co/AUaqj2Fler\n\n---\n\n3. EPS (Quarterly) \n\nEPS from -$2.10 to $4.70 in 8 quarters. Q2 guidance of $8.42 would nearly double sequentially. Entire calendar 2026 HBM supply is sold out under binding contracts, giving MU more earnings visibility than any point in its history. https://t.co/2ovK4zWEFa\n\n---\n\n4. Gross Margin (Quarterly) \n\nMargins expanded from -33% to 56.8%, with management guiding 68% tomorrow. Micron's 10-year average is ~30%. The expansion is driven by HBM pricing power and a structural mix shift toward data center revenue. https://t.co/xbDcmZHfAY\n\n---\n\n5. Free Cash Flow (Quarterly)\n\nFrom burning $1.9B/quarter to generating $3B+ in FCF, even after $4.5B in capex. The cash flow inflection is funding Micron's US fab buildout without heavy dilution or excessive leverage. https://t.co/89GYHSFo6D\n\n---\n\nIf you found this thread useful, I publish deeper analysis and earnings breakdowns on my Substack.\n\nLink to Substack:\nhttps://t.co/SJ7t253JYu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -8.668561804270336e-05, "ret_signed_m1d": -8.668561804270336e-05, "alpha_spy_m1d": -0.014237789607872364, "alpha_c_m1d": -0.008240701279861429, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.008154015661818725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781436926195425, "ret_signed_p1d": -0.03781436926195425, "alpha_spy_p1d": -0.03534998821864299, "alpha_c_p1d": -0.04098961745806673, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": 0.003175248196112479, "ret_p1w": -0.17248176626542222, "ret_signed_p1w": -0.17248176626542222, "alpha_spy_p1w": -0.1682239948840989, "alpha_c_p1w": -0.18607176652821733, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.01359000026279511, "ret_p1m": -0.009329977698455227, "ret_signed_p1m": -0.009329977698455227, "alpha_spy_p1m": -0.07304988226248144, "alpha_c_p1m": -0.1646122503637466, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.15528227266529138, "ret_p3m": 1.3573235395556194, "ret_signed_p3m": 1.3573235395556194, "alpha_spy_p3m": 1.2129976412346917, "alpha_c_p3m": 0.713561115408663, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.6437624241469564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 1.3573235395556194, "alpha_spy_stated": 1.2129976412346917, "alpha_c_stated": 0.713561115408663, "price_path": [-0.4243, -0.4012, -0.4019, -0.3794, -0.3794, -0.3835, -0.3625, -0.3662, -0.3819, -0.3819, -0.3169, -0.324, -0.2562, -0.2646, -0.2918, -0.2526, -0.2509, -0.2677, -0.278, -0.2709, -0.2144, -0.2144, -0.2095, -0.1573, -0.1389, -0.1345, -0.1573, -0.1115, -0.0573, -0.0562, -0.1015, -0.0518, -0.0916, -0.1783, -0.1707, -0.1452, -0.1694, -0.1916, -0.1113, -0.1034, -0.1084, -0.1084, -0.1342, -0.0883, -0.0961, -0.0727, -0.0883, -0.0947, -0.0709, -0.1, -0.1069, -0.1063, -0.1777, -0.132, -0.1401, -0.198, -0.1568, -0.127, -0.0932, -0.1221, -0.0771, -0.0432, -0.0001, 0.0, -0.0378, -0.0841, -0.1243, -0.1434, -0.1725, -0.2302, -0.2263, -0.3028, -0.268, -0.203, -0.2065, -0.2065, -0.1815, -0.1819, -0.1187, -0.0867, -0.0887, -0.0758, 0.0089, -0.0115, -0.0093, -0.014, -0.0284, -0.0263, 0.0562, 0.0437, 0.0762, 0.1366, 0.0926, 0.1233, 0.1205, 0.1748, 0.249, 0.3871, 0.4443, 0.401, 0.6181, 0.7232, 0.6609, 0.7412, 0.6814, 0.5701, 0.4767, 0.5139, 0.586, 0.6512, 0.6272, 0.6272, 0.9411, 1.0116, 1.001, 1.1038, 1.2436, 1.3056, 1.3391, 1.158, 0.872, 1.0568, 1.0278, 0.9324, 1.1577, 1.1268, 1.3573, 1.2117, 1.2603, 1.457, 1.457, 1.6247, 1.2788, 1.2718, 1.6294, 1.4534, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2002125456515219502", "ticker_idx": 0, "ts": "2025-12-19T21:14:41+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "never have and never will sell a single share of this amazing company $RKLB", "tweet_type": "prediction", "timeline": "years", "summary": "Committed long-term holder of RKLB, will never sell.", "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": "Like if you never have and never will sell a single share of this amazing company $RKLB https://t.co/nwfdVU5vkQ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09065127185100808, "ret_signed_m1d": -0.09065127185100808, "alpha_spy_m1d": -0.0844600381719871, "alpha_c_m1d": -0.0796866669357279, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.010964604915280174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004771150638576804, "ret_signed_p1d": -0.004771150638576804, "alpha_spy_p1d": -0.00934164298590745, "alpha_c_p1d": -0.004389157321066928, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": -0.00038199331750987664, "ret_p1w": -0.09580915554854208, "ret_signed_p1w": -0.09580915554854208, "alpha_spy_p1w": -0.10021899837363701, "alpha_c_p1w": -0.09466298025297093, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": -0.0011461752955711502, "ret_p1m": 0.14970986658250562, "ret_signed_p1m": 0.14970986658250562, "alpha_spy_p1m": 0.160296428182772, "alpha_c_p1m": 0.10844911868627682, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.0412607478962288, "ret_p3m": -0.07246940716212702, "ret_signed_p3m": -0.07246940716212702, "alpha_spy_p3m": -0.03592016248367602, "alpha_c_p3m": -0.11710490144204333, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.04463549427991631, "ret_p6m": 0.34919397983242684, "ret_signed_p6m": 0.34919397983242684, "alpha_spy_p6m": 0.25055750273219646, "alpha_c_p6m": 0.20079939196766405, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.14839458786476278, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3721, -0.3987, -0.4035, -0.3938, -0.3822, -0.3814, -0.3234, -0.2758, -0.2456, -0.2068, -0.1578, -0.1435, -0.1714, -0.1564, -0.1228, -0.1068, -0.136, -0.1455, -0.1315, -0.1567, -0.219, -0.1803, -0.1675, -0.1538, -0.1779, -0.1469, -0.2144, -0.1879, -0.209, -0.2705, -0.2725, -0.3603, -0.3341, -0.3308, -0.3393, -0.3556, -0.4165, -0.4128, -0.4415, -0.4484, -0.4375, -0.4909, -0.4803, -0.4526, -0.4507, -0.4593, -0.4593, -0.4566, -0.4794, -0.4597, -0.4233, -0.3634, -0.3674, -0.3351, -0.311, -0.2583, -0.1808, -0.2071, -0.2855, -0.2845, -0.3042, -0.2273, -0.0907, 0.0, -0.0048, -0.0048, -0.0048, -0.089, -0.0958, -0.0916, -0.1005, -0.1005, -0.0201, 0.0076, 0.1093, 0.0842, 0.0713, 0.0941, 0.1335, 0.1164, 0.1838, 0.1703, 0.2418, 0.2418, 0.1497, 0.1324, 0.1345, 0.1464, 0.0378, 0.1219, 0.1421, 0.1048, 0.0325, -0.0438, 0.048, -0.0573, -0.1448, -0.0674, -0.0221, -0.0712, -0.1023, -0.1488, -0.1304, -0.1304, -0.0988, -0.0404, -0.0125, -0.0863, -0.0946, -0.0977, -0.0948, -0.0632, -0.109, -0.0848, -0.0957, -0.0727, -0.0974, -0.0959, -0.0783, -0.1112, -0.0721, -0.1184, -0.1179, -0.0805, 0.0134, -0.1041, -0.0725, -0.1331, -0.1231, -0.148, -0.0602, -0.1497, -0.2143, -0.2601, -0.1719, -0.1551, -0.1266, -0.1266, -0.1274, -0.1448, -0.1092, -0.1394, -0.1225, -0.0894, -0.0687, -0.0509, 0.0694, 0.0935, 0.1536, 0.1172, 0.1611, 0.0909, 0.0275, 0.0611, 0.0134, -0.0068, 0.064, 0.0162, 0.0356, 0.0156, 0.0916, 0.0133, 0.36, 0.5132, 0.5159, 0.6009, 0.7092, 0.6089, 0.6913, 0.6417, 0.7315, 0.6177, 0.7506, 0.7506, 0.8466, 0.9372, 0.9088, 0.8502, 0.5782, 0.5902, 0.479, 0.5467, 0.4195, 0.4655, 0.3956, 0.3546, 0.4801, 0.3203, 0.4088, 0.3492]}
{"unit_id": "orig:2025448280688066876", "ticker_idx": 0, "ts": "2026-02-22T05:51:15+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "oil and gold as preferred hedges to geopolitical risk", "tweet_type": "news_reaction", "timeline": "months", "summary": "BofA flashes contrarian sell on global/US equities via extreme bull indicator; prefers oil and gold as geopolitical hedges amid near-term risk-asset vulnerability.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "GLD is the standard gold commodity ETF proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "BOFA: EXTREME GREED SIGNAL FLASHES SELL AS OIL AND GOLD LEAD 2026\n\nBofA notes that oil and gold are the leading assets year to date, with oil up roughly 16% and gold up about 15%, alongside broader strength in commodities. By contrast, US equities are marginally positive and bitcoin has declined sharply. The firm frames the current environment through a geopolitical lens, highlighting that historically oil tends to outperform in the three months following shocks, while gold’s relative outperformance has often extended over a six-month horizon.\n\nWeekly fund flow data remain constructive. The latest week saw approximately $35bn into equities, $26bn into bonds and $24bn into cash, alongside outflows from precious metals and crypto. International equities have recorded a record four-week inflow, while the US share of global equity allocations has fallen to 26% in 2026, the lowest since 2020. BofA characterizes this as a moderation in US exceptionalism via lower relative inflows rather than outright capital flight.\n\nPositioning is increasingly stretched. The BofA Bull & Bear Indicator stands at 9.4, categorized as “extreme bull” and associated with a contrarian sell signal. Prior instances where the indicator exceeded 9.5 were followed by median three-month drawdowns of roughly 4–6% in global and US equity indices. The current reading reflects sustained equity ETF inflows, strong global breadth and elevated fund manager risk positioning.\n\nBofA’s broader view balances supportive policy dynamics, including prospective tax and rate cuts, against elevated positioning and optimistic profit expectations. In this context, the firm highlights oil and gold as preferred hedges to geopolitical risk, while noting that absent a material shift in Middle East dynamics or a US-China trade détente, risk assets may face near-term vulnerability from elevated levels.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02630486139922661, "ret_signed_m1d": -0.02630486139922661, "alpha_spy_m1d": -0.03662157517871234, "alpha_c_m1d": -0.03662157517871234, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01385890426498504, "ret_signed_p1d": -0.01385890426498504, "alpha_spy_p1d": -0.0211273795351834, "alpha_c_p1d": -0.0211273795351834, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": 0.01811835364615244, "ret_signed_p1w": 0.01811835364615244, "alpha_spy_p1w": 0.012271310657806955, "alpha_c_p1w": 0.012271310657806955, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": -0.16030168320346816, "ret_signed_p1m": -0.16030168320346816, "alpha_spy_p1m": -0.12011034374362506, "alpha_c_p1m": -0.12011034374362506, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": -0.13358130133806723, "ret_signed_p3m": -0.13358130133806723, "alpha_spy_p3m": -0.22496353543073566, "alpha_c_p3m": -0.22496353543073566, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16030168320346816, "alpha_spy_stated": -0.12011034374362506, "alpha_c_stated": -0.12011034374362506, "price_path": [-0.204, -0.204, -0.1941, -0.1902, -0.1954, -0.1961, -0.1956, -0.1971, -0.1992, -0.1951, -0.1916, -0.1829, -0.1784, -0.1776, -0.1774, -0.1704, -0.1719, -0.1709, -0.1518, -0.1405, -0.1441, -0.1441, -0.1341, -0.1718, -0.1712, -0.1766, -0.1766, -0.1725, -0.1507, -0.1415, -0.1497, -0.145, -0.1388, -0.1227, -0.1239, -0.115, -0.1204, -0.1246, -0.1246, -0.0915, -0.0783, -0.0613, -0.0484, -0.0344, -0.0108, 0.0276, 0.0304, -0.0755, -0.1125, -0.0561, -0.0567, -0.0819, -0.0536, -0.0296, -0.0392, -0.0284, -0.0621, -0.0388, -0.0388, -0.0687, -0.0478, -0.0451, -0.0263, 0.0, -0.0139, -0.0163, -0.0079, 0.0051, 0.0181, -0.0273, -0.0197, -0.0315, -0.0161, -0.0182, -0.0071, -0.0105, -0.0299, -0.0425, -0.0433, -0.0457, -0.0759, -0.114, -0.1411, -0.1605, -0.1603, -0.135, -0.1676, -0.1383, -0.1386, -0.1059, -0.0903, -0.1078, -0.1078, -0.1114, -0.1028, -0.0971, -0.0901, -0.0917, -0.0954, -0.0752, -0.0848, -0.0856, -0.0734, -0.0814, -0.1074, -0.0956, -0.1044, -0.0998, -0.1068, -0.1234, -0.1327, -0.1197, -0.1207, -0.1383, -0.1309, -0.1046, -0.1031, -0.0987, -0.0969, -0.1005, -0.1055, -0.1123, -0.133, -0.1306, -0.145, -0.1327, -0.1336, -0.1402, -0.1402, -0.1398, -0.1512, -0.1423, -0.1333, -0.1455, -0.1441, -0.1525, -0.1455, -0.1767, -0.1746, -0.188, -0.2217, -0.1973, -0.1969, -0.1761, -0.1738, -0.1926, -0.1956, -0.1956, -0.2009, -0.216, -0.2397, -0.2323, -0.2237, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025448280688066876", "ticker_idx": 1, "ts": "2026-02-22T05:51:15+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "oil and gold as preferred hedges to geopolitical risk", "tweet_type": "news_reaction", "timeline": "months", "summary": "BofA flashes contrarian sell on global/US equities via extreme bull indicator; prefers oil and gold as geopolitical hedges amid near-term risk-asset vulnerability.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "USO is the standard US-listed crude oil ETF proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "BOFA: EXTREME GREED SIGNAL FLASHES SELL AS OIL AND GOLD LEAD 2026\n\nBofA notes that oil and gold are the leading assets year to date, with oil up roughly 16% and gold up about 15%, alongside broader strength in commodities. By contrast, US equities are marginally positive and bitcoin has declined sharply. The firm frames the current environment through a geopolitical lens, highlighting that historically oil tends to outperform in the three months following shocks, while gold’s relative outperformance has often extended over a six-month horizon.\n\nWeekly fund flow data remain constructive. The latest week saw approximately $35bn into equities, $26bn into bonds and $24bn into cash, alongside outflows from precious metals and crypto. International equities have recorded a record four-week inflow, while the US share of global equity allocations has fallen to 26% in 2026, the lowest since 2020. BofA characterizes this as a moderation in US exceptionalism via lower relative inflows rather than outright capital flight.\n\nPositioning is increasingly stretched. The BofA Bull & Bear Indicator stands at 9.4, categorized as “extreme bull” and associated with a contrarian sell signal. Prior instances where the indicator exceeded 9.5 were followed by median three-month drawdowns of roughly 4–6% in global and US equity indices. The current reading reflects sustained equity ETF inflows, strong global breadth and elevated fund manager risk positioning.\n\nBofA’s broader view balances supportive policy dynamics, including prospective tax and rate cuts, against elevated positioning and optimistic profit expectations. In this context, the firm highlights oil and gold as preferred hedges to geopolitical risk, while noting that absent a material shift in Middle East dynamics or a US-China trade détente, risk assets may face near-term vulnerability from elevated levels.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0006180846825054598, "ret_signed_m1d": -0.0006180846825054598, "alpha_spy_m1d": -0.010934798461991191, "alpha_c_m1d": -0.010934798461991191, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.010316713779485731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0017305239432369168, "ret_signed_p1d": -0.0017305239432369168, "alpha_spy_p1d": -0.008998999213435277, "alpha_c_p1d": -0.008998999213435277, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": 0.07775031887379202, "ret_signed_p1w": 0.07775031887379202, "alpha_spy_p1w": 0.07190327588544654, "alpha_c_p1w": 0.07190327588544654, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": 0.4158219870847273, "ret_signed_p1m": 0.4158219870847273, "alpha_spy_p1m": 0.4560133265445704, "alpha_c_p1m": 0.4560133265445704, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": 0.7619281903293418, "ret_signed_p3m": 0.7619281903293418, "alpha_spy_p3m": 0.6705459562366733, "alpha_c_p3m": 0.6705459562366733, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.09138223409266844, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4158219870847273, "alpha_spy_stated": 0.4560133265445704, "alpha_c_stated": 0.4560133265445704, "price_path": [-0.1342, -0.1342, -0.1215, -0.1216, -0.1323, -0.1266, -0.1176, -0.111, -0.1287, -0.1365, -0.1281, -0.144, -0.1494, -0.1608, -0.1821, -0.1597, -0.1695, -0.1591, -0.1381, -0.131, -0.1323, -0.1323, -0.1535, -0.1396, -0.1379, -0.1451, -0.1451, -0.1476, -0.132, -0.1532, -0.1621, -0.1281, -0.1251, -0.1143, -0.0917, -0.1025, -0.1208, -0.1143, -0.1143, -0.1117, -0.0934, -0.1122, -0.0859, -0.0917, -0.0648, -0.0529, -0.0218, -0.0171, -0.0689, -0.0424, -0.0373, -0.052, -0.0483, -0.0356, -0.0355, -0.0248, -0.0559, -0.0578, -0.0578, -0.0639, -0.0185, 0.0036, -0.0006, 0.0, -0.0017, -0.0145, -0.014, 0.013, 0.0778, 0.115, 0.1318, 0.1905, 0.3445, 0.2896, 0.3085, 0.3356, 0.4634, 0.482, 0.4219, 0.469, 0.504, 0.4507, 0.501, 0.3666, 0.4158, 0.4016, 0.4494, 0.5352, 0.6048, 0.5729, 0.5339, 0.7048, 0.7048, 0.7174, 0.7068, 0.5399, 0.5693, 0.5429, 0.588, 0.5309, 0.5153, 0.5555, 0.4344, 0.4996, 0.5853, 0.5995, 0.6653, 0.6366, 0.6653, 0.7256, 0.8619, 0.8182, 0.7651, 0.8246, 0.7821, 0.6557, 0.6684, 0.6513, 0.714, 0.7837, 0.7557, 0.7676, 0.8323, 0.8454, 0.8907, 0.7833, 0.7619, 0.7419, 0.7419, 0.6934, 0.6197, 0.6166, 0.5957, 0.6749, 0.6968, 0.7412, 0.6902, 0.6443, 0.6706, 0.623, 0.6601, 0.5925, 0.5504, 0.4983, 0.4273, 0.412, 0.4199, 0.4199, 0.393, 0.3753, 0.3138, 0.3512, 0.3038, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2028670697921229285", "ticker_idx": 0, "ts": "2026-03-03T03:15:59+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Morgan Stanley moves $NVDA back to Top Pick, arguing the stock's flat performance over the past two quarters has lagged materially improving fundamentals... MS views the current setup as an attractive entry point", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Morgan Stanley makes NVDA Top Pick over MU: flat stock vs. +38% consensus EPS, compelling 18x CY27 entry ahead of Rubin/Blackwell; memory names already 300-900% up.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $NVDA NVIDIA REPLACES MICRON AS MORGAN STANLEY’S TOP PICK\n\nMorgan Stanley moves $NVDA back to Top Pick, arguing the stock’s flat performance over the past two quarters has lagged materially improving fundamentals. Since rotating to memory in late 2025, memory names have appreciated 300–900%, while NVIDIA remains near prior levels despite consensus earnings rising ~38% over six months. The debate is shifting from near-term strength to durability into 2027, with MS viewing the current setup as an attractive entry point.\n\nOn sustainability, MS sees increasing evidence that hyperscaler AI capex extends beyond a single peak year. Memory suppliers are receiving multi-year prepayments, in some cases effectively locking in 2028 volumes today. While cloud free cash flow constraints remain a consideration, supply chain checks continue to point toward multi-year growth rather than a 2026 peak.\n\nOn market share, NVIDIA remains the clear leader in AI accelerators, with ~85% revenue share. While peers could grow slightly faster in CY26 given NVIDIA’s scale, customer conversations still point to platform preference for NVIDIA, particularly with the Rubin architecture ahead and Blackwell ramp ongoing. GTC is expected to reinforce roadmap visibility and ecosystem leadership.\n\nValuation is central to the call. At ~18x CY27 EPS on more conservative assumptions, MS views the risk/reward as compelling relative to growth durability. Risks remain around capital intensity, competitive architectures, and margin sensitivity to rising memory costs, but sentiment on durability and share appears more cautious than underlying demand signals suggest.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013496295665257119, "ret_signed_m1d": 0.013496295665257119, "alpha_spy_m1d": 0.004603662855917401, "alpha_c_m1d": -0.025704893885067026, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.039201189550324145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016606504566419655, "ret_signed_p1d": 0.016606504566419655, "alpha_spy_p1d": 0.009551148608122118, "alpha_c_p1d": -0.0039530223479056215, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.020559526914325277, "ret_p1w": 0.026215017892504466, "ret_signed_p1w": 0.026215017892504466, "alpha_spy_p1w": 0.0308452333448046, "alpha_c_p1w": 0.010181700619411593, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": 0.016033317273092873, "ret_p1m": -0.02382935063114633, "ret_signed_p1m": -0.02382935063114633, "alpha_spy_p1m": 0.010419614767603003, "alpha_c_p1m": -0.026156368653420636, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": 0.0023270180222743075, "ret_p3m": 0.172737803492496, "ret_signed_p3m": 0.172737803492496, "alpha_spy_p3m": 0.05777023385053992, "alpha_c_p3m": -0.3588174474023278, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.5315552508948238, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.172737803492496, "alpha_spy_stated": 0.05777023385053992, "alpha_c_stated": -0.3588174474023278, "price_path": [0.0185, 0.0131, 0.0305, 0.0273, 0.0207, 0.0049, -0.0279, -0.0209, -0.0129, -0.0506, -0.0328, 0.0052, 0.0202, 0.0509, 0.0475, 0.0475, 0.0582, 0.0454, 0.0416, 0.0358, 0.0358, 0.0489, 0.0448, 0.0399, 0.0503, 0.0277, 0.0267, 0.0272, 0.032, 0.0172, 0.0389, 0.0343, 0.0343, -0.011, 0.0182, 0.0266, 0.0423, 0.0357, 0.047, 0.0637, 0.0692, 0.0615, 0.0309, 0.0016, -0.0325, -0.0454, 0.0298, 0.0555, 0.0472, 0.0555, 0.0383, 0.0153, 0.0153, 0.0273, 0.044, 0.0436, 0.0543, 0.0639, 0.0711, 0.0861, 0.0269, -0.0159, 0.0135, 0.0, 0.0166, 0.0183, -0.0124, 0.0144, 0.0262, 0.0333, 0.0172, 0.0012, 0.0177, 0.0105, 0.002, -0.0082, -0.0408, -0.0244, -0.0269, -0.0076, -0.0489, -0.0695, -0.0826, -0.0313, -0.0238, -0.0147, -0.0147, -0.0133, -0.0108, 0.0113, 0.0215, 0.0477, 0.0515, 0.0915, 0.1046, 0.1017, 0.1202, 0.1223, 0.1102, 0.1247, 0.1089, 0.1568, 0.2031, 0.184, 0.1622, 0.1085, 0.1023, 0.1024, 0.0914, 0.1544, 0.1747, 0.1953, 0.2188, 0.2263, 0.2543, 0.3094, 0.2515, 0.2348, 0.2253, 0.2412, 0.2192, 0.196, 0.196, 0.1934, 0.1808, 0.19, 0.1727, 0.2462, 0.2376, 0.1928, 0.2159, 0.1405, 0.1602, 0.1577, 0.1145, 0.1392, 0.141, 0.1814, 0.1534, 0.138, 0.1716, 0.1716, 0.1603, 0.1124, 0.1066, 0.0885, 0.0706, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028670697921229285", "ticker_idx": 1, "ts": "2026-03-03T03:15:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NVIDIA REPLACES MICRON AS MORGAN STANLEY'S TOP PICK", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Morgan Stanley makes NVDA Top Pick over MU: flat stock vs. +38% consensus EPS, compelling 18x CY27 entry ahead of Rubin/Blackwell; memory names already 300-900% up.", "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 $NVDA NVIDIA REPLACES MICRON AS MORGAN STANLEY’S TOP PICK\n\nMorgan Stanley moves $NVDA back to Top Pick, arguing the stock’s flat performance over the past two quarters has lagged materially improving fundamentals. Since rotating to memory in late 2025, memory names have appreciated 300–900%, while NVIDIA remains near prior levels despite consensus earnings rising ~38% over six months. The debate is shifting from near-term strength to durability into 2027, with MS viewing the current setup as an attractive entry point.\n\nOn sustainability, MS sees increasing evidence that hyperscaler AI capex extends beyond a single peak year. Memory suppliers are receiving multi-year prepayments, in some cases effectively locking in 2028 volumes today. While cloud free cash flow constraints remain a consideration, supply chain checks continue to point toward multi-year growth rather than a 2026 peak.\n\nOn market share, NVIDIA remains the clear leader in AI accelerators, with ~85% revenue share. While peers could grow slightly faster in CY26 given NVIDIA’s scale, customer conversations still point to platform preference for NVIDIA, particularly with the Rubin architecture ahead and Blackwell ramp ongoing. GTC is expected to reinforce roadmap visibility and ecosystem leadership.\n\nValuation is central to the call. At ~18x CY27 EPS on more conservative assumptions, MS views the risk/reward as compelling relative to growth durability. Risks remain around capital intensity, competitive architectures, and margin sensitivity to rising memory costs, but sentiment on durability and share appears more cautious than underlying demand signals suggest.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08688900807566347, "ret_signed_m1d": -0.08688900807566347, "alpha_spy_m1d": -0.07799637526632375, "alpha_c_m1d": -0.04768781852533932, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.039201189550324145, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05554670142560436, "ret_signed_p1d": -0.05554670142560436, "alpha_spy_p1d": -0.04849134546730682, "alpha_c_p1d": -0.034987174511279084, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.020559526914325277, "ret_p1w": 0.06170979235501717, "ret_signed_p1w": -0.06170979235501717, "alpha_spy_p1w": -0.0663400078073173, "alpha_c_p1w": -0.045676475081924295, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": 0.016033317273092873, "ret_p1m": -0.030750804309700897, "ret_signed_p1m": 0.030750804309700897, "alpha_spy_p1m": -0.003498161089048435, "alpha_c_p1m": 0.033077822331975204, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": 0.0023270180222743075, "ret_p3m": 1.5584911061560147, "ret_signed_p3m": -1.5584911061560147, "alpha_spy_p3m": -1.4435235365140586, "alpha_c_p3m": -1.026935855261191, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.5315552508948238, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -1.5584911061560147, "alpha_spy_stated": -1.4435235365140586, "alpha_c_stated": -1.026935855261191, "price_path": [-0.4033, -0.3755, -0.3499, -0.3354, -0.3057, -0.3195, -0.3651, -0.3747, -0.3879, -0.4063, -0.3456, -0.2999, -0.2718, -0.2727, -0.2452, -0.2452, -0.2502, -0.2247, -0.2293, -0.2483, -0.2483, -0.1692, -0.1779, -0.0955, -0.1057, -0.1387, -0.0911, -0.089, -0.1094, -0.122, -0.1134, -0.0446, -0.0446, -0.0387, 0.0248, 0.0471, 0.0526, 0.0248, 0.0805, 0.1464, 0.1478, 0.0927, 0.1531, 0.1047, -0.0007, 0.0085, 0.0395, 0.0101, -0.0169, 0.0808, 0.0903, 0.0842, 0.0842, 0.0529, 0.1087, 0.0992, 0.1277, 0.1087, 0.101, 0.1299, 0.0945, 0.0861, 0.0869, 0.0, 0.0555, 0.0457, -0.0247, 0.0254, 0.0617, 0.1027, 0.0676, 0.1223, 0.1636, 0.216, 0.2161, 0.1701, 0.1138, 0.065, 0.0417, 0.0063, -0.0638, -0.0592, -0.1521, -0.1098, -0.0308, -0.035, -0.035, -0.0046, -0.0051, 0.0717, 0.1106, 0.1082, 0.1239, 0.227, 0.2021, 0.2048, 0.1991, 0.1815, 0.1841, 0.2845, 0.2693, 0.3088, 0.3822, 0.3288, 0.3661, 0.3627, 0.4287, 0.5189, 0.6869, 0.7564, 0.7038, 0.9678, 1.0956, 1.0199, 1.1175, 1.0447, 0.9094, 0.7958, 0.8411, 0.9287, 1.0081, 0.9788, 0.9788, 1.3606, 1.4463, 1.4334, 1.5585, 1.7284, 1.8038, 1.8446, 1.6244, 1.2766, 1.5013, 1.466, 1.35, 1.624, 1.5864, 1.8667, 1.6896, 1.7487, 1.988, 1.988, 2.1919, 1.7713, 1.7627, 2.1976, 1.9836, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2006882151984214161", "ticker_idx": 0, "ts": "2026-01-02T00:16:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Memory prices have already moved sharply higher. Industry data indicates average DRAM prices rose more than 50 percent in late 2025, with further increases expected in 2026", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Relays FT report on DRAM shortages and 50%+ price increases; MU and SNDK highlighted as memory suppliers prioritizing higher-margin AI demand with supply tight into 2027.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK\n\nFT - CHIP SHORTAGES RISK SHARP PRICE INCREASES ACROSS CONSUMER ELECTRONICS\n\nConsumers may face price increases of up to 20 percent for smartphones, computers, and home appliances in 2026, as shortages of key memory chips intensify. Manufacturers and analysts warn that surging demand from artificial intelligence data centers is absorbing semiconductor supply that would traditionally serve consumer electronics markets.\n\nElectronics makers including Dell, Lenovo, Raspberry Pi, and Xiaomi have flagged rising cost pressures tied to memory components, particularly DRAM. Lenovo has begun stockpiling memory chips and other critical inputs, while Dell executives have noted that component costs are rising at a pace they have not previously experienced and are increasingly difficult to offset.\n\nThe core driver is the rapid expansion of AI data centers, which require large volumes of advanced DRAM and high bandwidth memory. Memory producers such as Micron Technology ($MU) and SanDisk ($SNDK) have increasingly prioritized higher margin AI related demand, contributing to tighter supply for consumer electronics. As chipmakers shift production toward data center workloads, availability of memory used in PCs, smartphones, and appliances has declined.\n\nMemory prices have already moved sharply higher. Industry data indicates average DRAM prices rose more than 50 percent in late 2025, with further increases expected in 2026. Samsung and SK Hynix, which together control more than 70 percent of global DRAM production alongside players like $MU and $SNDK, have said orders for 2026 already exceed current capacity, despite announced expansion plans.\n\nWhile additional capacity is planned across the memory industry, executives caution that new production takes several years to bring online. Until supply meaningfully increases, manufacturers are expected to either raise end prices or absorb margin pressure, with analysts warning that tight memory markets could persist into 2027 as AI infrastructure spending continues to accelerate globally.\n\nhttps://t.co/d4WttghEoV Chip shortages threaten 20% rise in consumer electronics prices", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09514300318942082, "ret_signed_m1d": -0.09514300318942082, "alpha_spy_m1d": -0.09331336380379018, "alpha_c_m1d": -0.05986311210766626, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.035279891081754555, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010367190403028914, "ret_signed_p1d": -0.010367190403028914, "alpha_spy_p1d": -0.01702739751127358, "alpha_c_p1d": -0.021859311177758523, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.011492120774729608, "ret_p1w": 0.09406502136266304, "ret_signed_p1w": 0.09406502136266304, "alpha_spy_p1w": 0.07810994798667803, "alpha_c_p1w": 0.051418319116951716, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.04264670224571132, "ret_p1m": 0.3879905061713662, "ret_signed_p1m": 0.3879905061713662, "alpha_spy_p1m": 0.3700740335070103, "alpha_c_p1m": 0.2951161033815053, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.09287440278986092, "ret_p3m": 0.16671269166070668, "ret_signed_p3m": 0.16671269166070668, "alpha_spy_p3m": 0.20497623445905344, "alpha_c_p3m": 0.11669926000185349, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": 0.05001343165885319, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.16671269166070668, "alpha_spy_stated": 0.20497623445905344, "alpha_c_stated": 0.11669926000185349, "price_path": [-0.4115, -0.3771, -0.3905, -0.4245, -0.3891, -0.4072, -0.3917, -0.3582, -0.3586, -0.3447, -0.3589, -0.371, -0.3449, -0.3059, -0.3025, -0.2967, -0.2818, -0.2901, -0.2909, -0.2562, -0.309, -0.2473, -0.2447, -0.246, -0.1973, -0.2359, -0.2239, -0.2491, -0.2178, -0.2332, -0.2759, -0.284, -0.3618, -0.3428, -0.2903, -0.2884, -0.2703, -0.2703, -0.2506, -0.238, -0.241, -0.2579, -0.2817, -0.2482, -0.2175, -0.2001, -0.1643, -0.1809, -0.2358, -0.2473, -0.2632, -0.2853, -0.2123, -0.1573, -0.1235, -0.1245, -0.0915, -0.0915, -0.0975, -0.0667, -0.0723, -0.0951, -0.0951, 0.0, -0.0104, 0.0888, 0.0765, 0.0368, 0.0941, 0.0965, 0.072, 0.0568, 0.0672, 0.1501, 0.1501, 0.1572, 0.2336, 0.2605, 0.267, 0.2336, 0.3006, 0.38, 0.3816, 0.3153, 0.388, 0.3298, 0.2028, 0.2139, 0.2513, 0.2158, 0.1833, 0.3009, 0.3124, 0.3051, 0.3051, 0.2675, 0.3346, 0.3232, 0.3575, 0.3346, 0.3252, 0.3601, 0.3175, 0.3074, 0.3083, 0.2037, 0.2706, 0.2588, 0.174, 0.2343, 0.278, 0.3274, 0.2851, 0.351, 0.4007, 0.4637, 0.4639, 0.4085, 0.3408, 0.2819, 0.254, 0.2114, 0.1269, 0.1325, 0.0207, 0.0715, 0.1667, 0.1616, 0.1616, 0.1981, 0.1976, 0.29, 0.3369, 0.334, 0.3529, 0.4769, 0.447, 0.4502, 0.4433, 0.4223, 0.4253, 0.5461, 0.5279, 0.5755, 0.6638, 0.5995, 0.6444, 0.6403, 0.7197, 0.8283, 1.0305, 1.1142, 1.0509, 1.3687, 1.5226, 1.4314, 1.5489, 1.4613, 1.2984, 1.1616, 1.2162, 1.3217, 1.4172, 1.382, 1.382, 1.8415, 1.9446, 1.9291, 2.0797, 2.2843, 2.375, 2.4241, 2.159, 1.7404, 2.0108, 1.9684, 1.8288, 2.1586, 2.1134, 2.4508, 2.2376, 2.3087, 2.5967, 2.5967, 2.8421, 2.3359, 2.3256, 2.8491, 2.5914, null]}
{"unit_id": "orig:2006882151984214161", "ticker_idx": 1, "ts": "2026-01-02T00:16:05+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "orders for 2026 already exceed current capacity, despite announced expansion plans", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Relays FT report on DRAM shortages and 50%+ price increases; MU and SNDK highlighted as memory suppliers prioritizing higher-margin AI demand with supply tight into 2027.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK\n\nFT - CHIP SHORTAGES RISK SHARP PRICE INCREASES ACROSS CONSUMER ELECTRONICS\n\nConsumers may face price increases of up to 20 percent for smartphones, computers, and home appliances in 2026, as shortages of key memory chips intensify. Manufacturers and analysts warn that surging demand from artificial intelligence data centers is absorbing semiconductor supply that would traditionally serve consumer electronics markets.\n\nElectronics makers including Dell, Lenovo, Raspberry Pi, and Xiaomi have flagged rising cost pressures tied to memory components, particularly DRAM. Lenovo has begun stockpiling memory chips and other critical inputs, while Dell executives have noted that component costs are rising at a pace they have not previously experienced and are increasingly difficult to offset.\n\nThe core driver is the rapid expansion of AI data centers, which require large volumes of advanced DRAM and high bandwidth memory. Memory producers such as Micron Technology ($MU) and SanDisk ($SNDK) have increasingly prioritized higher margin AI related demand, contributing to tighter supply for consumer electronics. As chipmakers shift production toward data center workloads, availability of memory used in PCs, smartphones, and appliances has declined.\n\nMemory prices have already moved sharply higher. Industry data indicates average DRAM prices rose more than 50 percent in late 2025, with further increases expected in 2026. Samsung and SK Hynix, which together control more than 70 percent of global DRAM production alongside players like $MU and $SNDK, have said orders for 2026 already exceed current capacity, despite announced expansion plans.\n\nWhile additional capacity is planned across the memory industry, executives caution that new production takes several years to bring online. Until supply meaningfully increases, manufacturers are expected to either raise end prices or absorb margin pressure, with analysts warning that tight memory markets could persist into 2027 as AI infrastructure spending continues to accelerate globally.\n\nhttps://t.co/d4WttghEoV Chip shortages threaten 20% rise in consumer electronics prices", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13755263295614706, "ret_signed_m1d": -0.13755263295614706, "alpha_spy_m1d": -0.13572299357051643, "alpha_c_m1d": -0.135265762227202, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.0022868707289450674, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004214517160539, "ret_signed_p1d": -0.004214517160539, "alpha_spy_p1d": -0.010874724268783664, "alpha_c_p1d": -0.006432063079215622, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.002217545918676622, "ret_p1w": 0.3712033754278714, "ret_signed_p1w": 0.3712033754278714, "alpha_spy_p1w": 0.3552483020518864, "alpha_c_p1w": 0.3583828435814951, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.012820531846376326, "ret_p1m": 1.416945261725607, "ret_signed_p1m": 1.416945261725607, "alpha_spy_p1m": 1.3990287890612512, "alpha_c_p1m": 1.410292517968338, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.006652743757268986, "ret_p3m": 1.5168217012319682, "ret_signed_p3m": 1.5168217012319682, "alpha_spy_p3m": 1.5550852440303151, "alpha_c_p3m": 1.5807319682151686, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.06391026698320046, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 1.5168217012319682, "alpha_spy_stated": 1.5550852440303151, "alpha_c_stated": 1.5807319682151686, "price_path": [-0.5606, -0.5209, -0.5288, -0.5752, -0.5109, -0.5375, -0.4757, -0.4758, -0.4908, -0.4621, -0.4576, -0.4661, -0.3931, -0.3236, -0.3588, -0.3623, -0.2575, -0.2885, -0.2758, -0.2479, -0.2931, -0.2134, -0.2454, -0.1299, -0.0265, -0.0133, 0.0286, -0.1151, -0.0766, -0.034, -0.1101, -0.1064, -0.288, -0.2724, -0.1754, -0.1989, -0.2187, -0.2187, -0.1888, -0.2364, -0.2539, -0.2938, -0.225, -0.1699, -0.1808, -0.2027, -0.154, -0.1222, -0.2509, -0.2666, -0.2395, -0.2485, -0.2027, -0.1367, -0.1242, -0.1102, -0.0914, -0.0914, -0.0915, -0.1126, -0.1272, -0.1376, -0.1376, 0.0, -0.0042, 0.2703, 0.2846, 0.2154, 0.3712, 0.4143, 0.4163, 0.409, 0.4868, 0.5028, 0.5028, 0.6463, 0.8213, 0.8291, 0.7215, 0.7105, 0.7491, 0.917, 0.9594, 1.0936, 1.4169, 1.5269, 1.1238, 1.0934, 1.1725, 1.1196, 0.9679, 1.1775, 1.29, 1.2764, 1.2764, 1.1457, 1.1814, 1.2565, 1.3615, 1.4215, 1.3199, 1.2976, 1.3685, 1.3084, 1.2492, 1.0542, 1.1765, 1.0549, 0.9159, 1.139, 1.2485, 1.3813, 1.2483, 1.4038, 1.5564, 1.6165, 1.7383, 1.8052, 1.5785, 1.5523, 1.5522, 1.4628, 1.1914, 1.2374, 1.08, 1.3083, 1.5168, 1.549, 1.549, 1.6327, 1.5825, 1.8372, 2.0939, 2.0946, 2.4606, 2.4314, 2.2398, 2.3406, 2.3461, 2.3172, 2.2826, 2.5572, 2.3877, 2.5965, 2.8882, 2.6417, 2.8665, 2.9838, 3.3126, 3.5628, 4.1094, 4.1227, 3.8683, 4.6763, 4.6226, 4.2755, 4.2581, 4.0237, 4.1141, 3.8431, 4.0258, 4.0594, 4.6033, 4.3724, 4.3724, 4.7751, 4.7766, 4.9644, 5.1582, 5.3996, 5.2359, 5.6542, 5.3933, 4.6653, 4.9657, 4.9822, 4.9702, 5.8359, 6.1941, 6.6583, 6.2357, 6.1167, 6.9376, 6.9376, 7.2609, 6.1341, 5.9556, 7.4835, 6.596, null]}
{"unit_id": "quote:2017777941329908094", "ticker_idx": 0, "ts": "2026-02-01T01:52:04+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "might be time to ape into $rbrk", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RBRK (Rubrik) as AI-enabled black-market crime escalates, implying demand for cybersecurity.", "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": "quote", "lang": "en", "tweet_text": "chat are we cooked here might be time to ape into $rbrk", "reply_text": null, "parent_text": null, "quoted_text": "This is getting out of hand now.. \n\nMolt Road has been created that allows agents to trade black market stuff like stolen identities and api credentials https://t.co/hdE9hElZdc", "parent_author": null, "ret_m1d": 0.027548208980392674, "ret_signed_m1d": 0.027548208980392674, "alpha_spy_m1d": 0.03249484090834209, "alpha_c_m1d": 0.03249484090834209, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.004946631927949419, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04224057309152518, "ret_signed_p1d": -0.04224057309152518, "alpha_spy_p1d": -0.03378518719035262, "alpha_c_p1d": -0.03378518719035262, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.0071625231255071364, "ret_signed_p1w": -0.0071625231255071364, "alpha_spy_p1w": -0.005063058959162259, "alpha_c_p1w": -0.005063058959162259, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.010652007767269933, "ret_signed_p1m": -0.010652007767269933, "alpha_spy_p1m": 0.011032896490669963, "alpha_c_p1m": 0.011032896490669963, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.023324158677112017, "ret_signed_p3m": -0.023324158677112017, "alpha_spy_p3m": -0.05958001836507054, "alpha_c_p3m": -0.05958001836507054, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.036255859687958525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.010652007767269933, "alpha_spy_stated": 0.011032896490669963, "alpha_c_stated": 0.011032896490669963, "price_path": [0.3287, 0.3137, 0.3412, 0.3971, 0.389, 0.3581, 0.2949, 0.314, 0.2799, 0.2635, 0.2871, 0.2432, 0.223, 0.2376, 0.2652, 0.252, 0.252, 0.2731, 0.2599, 0.2746, 0.3115, 0.2935, 0.5844, 0.6364, 0.677, 0.6512, 0.5993, 0.4973, 0.4672, 0.4309, 0.3442, 0.3941, 0.4358, 0.4639, 0.4463, 0.4472, 0.4472, 0.4446, 0.4327, 0.4301, 0.4046, 0.4046, 0.386, 0.3499, 0.3794, 0.4118, 0.3163, 0.2959, 0.3107, 0.3006, 0.2514, 0.2681, 0.2323, 0.2323, 0.1916, 0.1818, 0.1956, 0.2061, 0.2547, 0.1434, 0.1605, 0.0646, 0.0275, 0.0, -0.0422, -0.0474, -0.1122, -0.0621, -0.0072, 0.0253, 0.0123, -0.0231, 0.0018, 0.0018, -0.0174, -0.0011, -0.0053, -0.0781, -0.132, -0.0626, -0.0421, -0.0022, -0.0457, -0.014, -0.0107, 0.0077, 0.0263, 0.05, 0.05, 0.0275, 0.0564, -0.0079, -0.0187, -0.0511, -0.0439, -0.0433, -0.0648, -0.0949, -0.0601, -0.1172, -0.1335, -0.126, -0.1601, -0.1629, -0.1006, -0.1076, -0.0553, -0.0553, -0.0652, -0.0307, -0.0518, -0.1519, -0.1954, -0.1073, -0.1179, -0.0567, -0.0461, -0.0388, -0.0156, -0.0079, 0.0145, -0.0628, -0.0399, -0.0219, 0.0024, -0.0141, -0.0233, 0.0114, 0.0639, 0.0492, 0.0612, 0.1293, 0.1449, 0.1418, 0.1106, 0.0924, 0.1534, 0.1712, 0.1934, 0.1815, 0.2285, 0.1899, 0.223, 0.223, 0.2545, 0.2086, 0.2915, 0.4441, 0.5624, 0.512, 0.4593, 0.4141, 0.3482, 0.3174, 0.3175, 0.3098, 0.3122, 0.2523, 0.2817, 0.2705, 0.2716, 0.2896, 0.2896, 0.2953, 0.3635, 0.3686, 0.3043, 0.3284, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029599977178374320", "ticker_idx": 0, "ts": "2026-03-05T16:48:37+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Robinhood is building of a full-service financial platform, targeting the affluent customers that $AXP and $JPM have served for decades, and doing it at a lower price point with a more modern experience", "tweet_type": "analysis", "timeline": "unspecified", "summary": "HOOD building full-service platform at lower price, taking aim at AXP and JPM's affluent customer base.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$HOOD LAUNCHES $695 PLATINUM CARD AND FAMILY INVESTING FEATURES\n\nRobinhood announced the invite-only Platinum Card at its Take Flight event, featuring a $695 annual fee, 5% cash back on dining, 10% back on hotels and rental cars, a $250 annual DoorDash credit, and a $250 annual credit on autonomous-vehicle rides. The card is plated with real platinum. The launch came directly from customer demand, with GM Deepak Rao noting users were hitting the spending limits of the existing Gold card, saying customers had tried to buy satellites on it.\n\nThe pricing undercuts both major incumbents. The Amex Platinum card recently raised its fee to $895, while the Chase Sapphire Reserve sits at $795. Robinhood is offering roughly $3,000 in annual value at $695, a deliberate positioning that gives price-conscious affluent consumers a credible reason to consider switching.\n\nBeyond the card, Robinhood introduced a family investing experience that consolidates multiple brokerage accounts into a single app view with tiered permission levels, ranging from view-only to full trading control. Custodial accounts for minors and trust accounts were also added, reflecting a customer base that has aged well past the meme stock era and now wants comprehensive wealth management tools.\n\nThe through line across all of Wednesday's announcements is the same. Robinhood is building of a full-service financial platform, targeting the affluent customers that $AXP and $JPM have served for decades, and doing it at a lower price point with a more modern experience.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02048164816140674, "ret_signed_m1d": 0.02048164816140674, "alpha_spy_m1d": 0.014874715259165727, "alpha_c_m1d": 0.01521138197127958, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.00527026619012716, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.043073502058875945, "ret_signed_p1d": -0.043073502058875945, "alpha_spy_p1d": -0.029966372148013898, "alpha_c_p1d": -0.030190303685515785, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.01288319837336016, "ret_p1w": -0.055114137867027346, "ret_signed_p1w": -0.055114137867027346, "alpha_spy_p1w": -0.03273080637244119, "alpha_c_p1w": -0.008266601252684747, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.0468475366143426, "ret_p1m": -0.14473679724523547, "ret_signed_p1m": -0.14473679724523547, "alpha_spy_p1m": -0.10996718475556433, "alpha_c_p1m": -0.11652280986713615, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.028213987378099326, "ret_p3m": 0.09433970126411562, "ret_signed_p3m": 0.09433970126411562, "alpha_spy_p3m": -0.02357205238279536, "alpha_c_p3m": 0.08468678475723923, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.009652916506876386, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14473679724523547, "alpha_spy_stated": -0.10996718475556433, "alpha_c_stated": -0.11652280986713615, "price_path": [0.6935, 0.6846, 0.684, 0.5315, 0.4834, 0.4307, 0.4821, 0.4374, 0.4543, 0.5063, 0.519, 0.4926, 0.495, 0.495, 0.4664, 0.4577, 0.4331, 0.4039, 0.4039, 0.4301, 0.5298, 0.5107, 0.452, 0.4323, 0.4309, 0.4588, 0.4926, 0.4855, 0.3698, 0.3498, 0.3498, 0.3131, 0.3148, 0.3189, 0.3281, 0.3282, 0.3064, 0.2835, 0.2567, 0.2349, 0.1161, 0.0808, 0.0007, -0.0978, 0.0281, 0.0745, 0.0626, -0.0321, -0.1172, -0.057, -0.057, -0.0636, -0.0664, -0.0609, -0.0552, -0.109, -0.089, -0.0376, -0.0138, -0.0585, -0.0221, -0.0557, 0.0205, 0.0, -0.0431, -0.015, -0.0252, -0.0232, -0.0551, -0.089, -0.0652, -0.0398, -0.0703, -0.0794, -0.12, -0.1002, -0.1425, -0.0996, -0.1267, -0.1805, -0.1912, -0.1398, -0.1297, -0.1447, -0.1447, -0.1338, -0.1354, -0.1084, -0.1296, -0.1411, -0.1104, -0.0182, 0.0839, 0.0781, 0.1265, 0.133, 0.0729, 0.0977, 0.037, 0.0515, 0.0421, 0.0187, -0.1162, -0.0952, -0.0857, -0.0498, -0.0438, -0.0187, -0.0531, -0.0438, 0.0027, -0.0284, -0.0473, 0.0017, -0.0425, -0.0423, -0.0794, -0.0596, -0.0576, -0.0859, -0.0859, -0.0803, -0.0537, 0.0531, 0.1706, 0.1262, 0.0943, 0.0284, 0.0964, 0.0237, 0.0556, 0.0398, 0.072, 0.1449, 0.1568, 0.218, 0.2005, 0.3059, 0.3425, 0.3425, 0.3122, 0.2817, 0.2064, 0.1603, 0.225, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024574832780648919", "ticker_idx": 0, "ts": "2026-02-19T20:00:29+00:00", "symbol": "FIX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FIX - margin expansion in 13 consecutive quarters", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FIX on 13 consecutive quarters of margin expansion as a durable quality signal.", "resolved_tickers": ["FIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "original", "lang": "en", "tweet_text": "$FIX - margin expansion in 13 consecutive quarters https://t.co/aBa5qKDZ72", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.039351503238543084, "ret_signed_m1d": -0.039351503238543084, "alpha_spy_m1d": -0.0419958215399544, "alpha_c_m1d": -0.03197934366203825, "bench_spy_m1d": 0.002644318301411319, "bench_c_m1d": -0.007372159576504833, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06458583538026375, "ret_signed_p1d": 0.06458583538026375, "alpha_spy_p1d": 0.057353986091167375, "alpha_c_p1d": 0.05953875489898475, "bench_spy_p1d": 0.00723184928909637, "bench_c_p1d": 0.005047080481278998, "ret_p1w": 0.04711247809369978, "ret_signed_p1w": 0.04711247809369978, "alpha_spy_p1w": 0.04007067405509468, "alpha_c_p1w": 0.045070977054159966, "bench_spy_p1w": 0.007041804038605104, "bench_c_p1w": 0.002041501039539817, "ret_p1m": -0.011696436521788756, "ret_signed_p1m": -0.011696436521788756, "alpha_spy_p1m": 0.03817896730195758, "alpha_c_p1m": 0.07149518752190731, "bench_spy_p1m": -0.049875403823746334, "bench_c_p1m": -0.08319162404369607, "ret_p3m": 0.33027837869404864, "ret_signed_p3m": 0.33027837869404864, "alpha_spy_p3m": 0.25539839854481294, "alpha_c_p3m": 0.3706881646421992, "bench_spy_p3m": 0.07487998014923569, "bench_c_p3m": -0.04040978594815059, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011696436521788756, "alpha_spy_stated": 0.03817896730195758, "alpha_c_stated": 0.07149518752190731, "price_path": [-0.3119, -0.3032, -0.2931, -0.2931, -0.2887, -0.3002, -0.3187, -0.3089, -0.2686, -0.2709, -0.2796, -0.2839, -0.2564, -0.2538, -0.2953, -0.2949, -0.2949, -0.3566, -0.3313, -0.3151, -0.3078, -0.2972, -0.3025, -0.3025, -0.2983, -0.3079, -0.3106, -0.3205, -0.3205, -0.2693, -0.2484, -0.2464, -0.2464, -0.2927, -0.2644, -0.2441, -0.2187, -0.2333, -0.2057, -0.1846, -0.1846, -0.1738, -0.1642, -0.1761, -0.1835, -0.1791, -0.1552, -0.1489, -0.1471, -0.1685, -0.1436, -0.1191, -0.1847, -0.1642, -0.1043, -0.0654, -0.0756, -0.0254, -0.0535, -0.0259, -0.0259, -0.026, -0.0394, 0.0, 0.0646, 0.0292, 0.0692, 0.0561, 0.0471, 0.0407, 0.0471, 0.0128, 0.0414, -0.0184, -0.0683, -0.0003, 0.0079, 0.0251, 0.0007, -0.0054, 0.0301, 0.0376, 0.0366, 0.0523, -0.0117, 0.0258, 0.0646, 0.0713, -0.0103, -0.0044, -0.0726, 0.0045, 0.0406, 0.0323, 0.0323, 0.0446, 0.038, 0.111, 0.1469, 0.1603, 0.1858, 0.2023, 0.2012, 0.1698, 0.2023, 0.2238, 0.2195, 0.2562, 0.2922, 0.2574, 0.3068, 0.2523, 0.2559, 0.3405, 0.36, 0.3782, 0.433, 0.4652, 0.4146, 0.4222, 0.4809, 0.4687, 0.4821, 0.4877, 0.4521, 0.3514, 0.3303, 0.3376, 0.3374, 0.3323, 0.3323, 0.3726, 0.3606, 0.3519, 0.3323, 0.3029, 0.3724, 0.3482, 0.3952, 0.3437, 0.3496, 0.3347, 0.253, 0.3433, 0.3683, 0.4225, 0.3947, 0.4077, 0.4337, 0.4337, 0.5059, 0.3904, 0.4243, 0.4702, 0.3512, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021204296583246283", "ticker_idx": 0, "ts": "2026-02-10T12:47:11+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "No my friend it will still fall 99%", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bearish HIMS; expects a near-total collapse from current levels despite parent's bullish 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": "reply_other", "lang": "en", "tweet_text": "@alc2022 No my friend it will still fall 99%", "reply_text": null, "parent_text": "Every piece of bad news is priced into $HIMS.\n\nBasically priced for bankruptcy at the moment.\n\nMeanwhile, strong cash flows and balance sheet. Old and new verticals growing.", "quoted_text": null, "parent_author": "alc2022", "ret_m1d": 0.1212297088361467, "ret_signed_m1d": -0.1212297088361467, "alpha_spy_m1d": -0.11858567860498015, "alpha_c_m1d": -0.11858567860498015, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.0026440302311665498, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03190250837369213, "ret_signed_p1d": 0.03190250837369213, "alpha_spy_p1d": 0.03167138623002763, "alpha_c_p1d": 0.03167138623002763, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": -0.05626446207844582, "ret_signed_p1w": 0.05626446207844582, "alpha_spy_p1w": 0.042870814169582605, "alpha_c_p1w": 0.042870814169582605, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": 0.5011600640577072, "ret_signed_p1m": -0.5011600640577072, "alpha_spy_p1m": -0.5239739562095722, "alpha_c_p1m": -0.5239739562095722, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": 0.6397912316172911, "ret_signed_p3m": -0.6397912316172911, "alpha_spy_p3m": -0.5711405966298135, "alpha_c_p3m": -0.5711405966298135, "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": -0.5011600640577072, "alpha_spy_stated": -0.5239739562095722, "alpha_c_stated": -0.5239739562095722, "price_path": [1.0911, 1.145, 1.0638, 1.1032, 1.0783, 0.9501, 1.0133, 1.1914, 1.1514, 1.2274, 1.2274, 1.3063, 1.1758, 1.1061, 1.1502, 1.3213, 1.2738, 1.2691, 1.3097, 1.1972, 1.1908, 1.1584, 1.1027, 1.1381, 1.0284, 1.0168, 1.0626, 1.0331, 1.0186, 1.011, 1.011, 0.9901, 0.978, 0.9165, 0.8834, 0.8834, 0.9379, 1.0133, 1.0568, 1.0568, 0.9646, 0.8382, 0.8759, 0.8677, 0.8167, 0.8115, 0.8202, 0.8202, 0.7674, 0.6758, 0.7703, 0.7181, 0.7564, 0.7216, 0.663, 0.7326, 0.5713, 0.5336, 0.4814, 0.4153, 0.3619, 0.3353, 0.1212, 0.0, -0.0319, -0.0835, -0.0545, -0.0545, -0.0563, -0.0812, -0.0824, -0.0934, -0.1003, -0.1032, -0.0824, -0.0951, -0.1578, -0.0441, -0.0824, -0.0458, -0.0789, -0.087, 0.2854, 0.3614, 0.5012, 0.3828, 0.4368, 0.4432, 0.449, 0.3428, 0.4014, 0.2773, 0.3028, 0.2378, 0.2088, 0.21, 0.1241, 0.0893, 0.2042, 0.1508, 0.1102, 0.1102, 0.1792, 0.1311, 0.1247, 0.1456, 0.127, 0.2268, 0.239, 0.4089, 0.5655, 0.6717, 0.7987, 0.7262, 0.6827, 0.6328, 0.7726, 0.7048, 0.6189, 0.5273, 0.576, 0.5899, 0.5818, 0.5273, 0.5592, 0.4878, 0.6398, 0.6903, 0.4519, 0.4002, 0.406, 0.453, 0.2929, 0.3016, 0.3364, 0.3927, 0.3776, 0.3776, 0.3834, 0.4617, 0.4722, 0.5168, 0.6102, 0.5957, 0.5957, 0.6247, 0.5191, 0.576, 0.681, 0.6114, 0.6746, 0.5557, 0.75, 0.8254, 0.8498, 1.0574, 1.0574, 0.9455, 0.9118, 0.8968, 0.8973, 0.9687, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019032395824206211", "ticker_idx": 0, "ts": "2026-02-04T12:56:49+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $NBIS $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS and IREN, citing insatiable GPU demand evidenced by AWS never retiring 6-year-old A100s.", "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": "Long $NBIS $IREN", "reply_text": null, "parent_text": null, "quoted_text": "Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. \n\nAnd you're still bearish?\n\n\"Because there is so much more demand than supply, there typically still is demand for the older chips https://t.co/rQi5fQLeTX", "parent_author": null, "ret_m1d": 0.0917586796285812, "ret_signed_m1d": 0.0917586796285812, "alpha_spy_m1d": 0.08689124877953369, "alpha_c_m1d": 0.08371073980052612, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": 0.008047939828055073, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10341056810514881, "ret_signed_p1d": -0.10341056810514881, "alpha_spy_p1d": -0.09092128404482458, "alpha_c_p1d": -0.09835922887545467, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.005051339229694141, "ret_p1w": 0.0754946142345112, "ret_signed_p1w": 0.0754946142345112, "alpha_spy_p1w": 0.06708585985167281, "alpha_c_p1w": 0.07600831531711372, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": -0.0005137010826025135, "ret_p1m": 0.16094188899698514, "ret_signed_p1m": 0.16094188899698514, "alpha_spy_p1m": 0.16805368717614944, "alpha_c_p1m": 0.1469007479722082, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.014041141024776937, "ret_p3m": 1.141279275104727, "ret_signed_p3m": 1.141279275104727, "alpha_spy_p3m": 1.092049664764774, "alpha_c_p3m": 1.1441004591676551, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": -0.002821184062928195, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16094188899698514, "alpha_spy_stated": 0.16805368717614944, "alpha_c_stated": 0.1469007479722082, "price_path": [0.3506, 0.3345, 0.2407, 0.1453, 0.0757, 0.014, 0.0436, 0.0989, 0.1539, 0.0273, 0.0106, 0.1154, 0.0788, 0.1493, 0.1493, 0.1515, 0.2156, 0.1707, 0.2006, 0.2477, 0.19, 0.2177, 0.1702, 0.1359, 0.1443, 0.0643, -0.0152, -0.0175, -0.0842, -0.0522, 0.0858, 0.1316, 0.0927, 0.1061, 0.1061, 0.0631, 0.0443, 0.0337, 0.016, 0.016, 0.0918, 0.1267, 0.2167, 0.1677, 0.181, 0.1886, 0.3027, 0.2796, 0.2378, 0.2609, 0.3197, 0.3197, 0.2051, 0.2, 0.1755, 0.147, 0.1101, 0.1879, 0.219, 0.152, 0.034, 0.07, 0.0918, 0.0, -0.1034, 0.045, 0.1273, 0.1141, 0.0755, 0.0891, 0.1896, 0.1896, 0.1836, 0.2356, 0.3061, 0.1885, 0.2211, 0.2451, 0.288, 0.273, 0.1068, 0.1046, 0.0535, 0.1868, 0.1609, 0.0842, 0.1523, 0.1704, 0.3593, 0.3113, 0.3709, 0.576, 0.4119, 0.439, 0.4749, 0.4276, 0.3855, 0.3947, 0.3969, 0.2862, 0.2237, 0.1198, 0.2594, 0.2374, 0.3208, 0.3208, 0.3659, 0.4249, 0.5172, 0.6547, 0.7596, 0.876, 0.9655, 1.0242, 1.0068, 0.9073, 0.9318, 0.9001, 0.8951, 0.9065, 0.7861, 0.7594, 0.6447, 0.7137, 0.6778, 0.8751, 1.1413, 1.1352, 1.3679, 1.2426, 1.1489, 1.2588, 1.1739, 1.5157, 1.6842, 1.6695, 1.4258, 1.3999, 1.3282, 1.6694, 1.6067, 1.6067, 1.5253, 1.5291, 1.7472, 1.8048, 2.2105, 2.1628, 2.0547, 2.1517, 1.765, 1.646, 1.6717, 1.5694, 1.6974, 1.8202, 2.1566, 2.2176, 2.4095, 2.4797, 2.4797, 2.4423, 2.3408, 2.1516, 2.1148, 1.9166, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019032395824206211", "ticker_idx": 1, "ts": "2026-02-04T12:56:49+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $NBIS $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NBIS and IREN, citing insatiable GPU demand evidenced by AWS never retiring 6-year-old A100s.", "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": "Long $NBIS $IREN", "reply_text": null, "parent_text": null, "quoted_text": "Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. \n\nAnd you're still bearish?\n\n\"Because there is so much more demand than supply, there typically still is demand for the older chips https://t.co/rQi5fQLeTX", "parent_author": null, "ret_m1d": 0.2102803972344378, "ret_signed_m1d": 0.2102803972344378, "alpha_spy_m1d": 0.2054129663853903, "alpha_c_m1d": 0.21824919376240337, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.00796879652796556, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1145971933368255, "ret_signed_p1d": -0.1145971933368255, "alpha_spy_p1d": -0.10210790927650126, "alpha_c_p1d": -0.10218060853085531, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.012416584805970188, "ret_p1w": -0.050511805232111295, "ret_signed_p1w": -0.050511805232111295, "alpha_spy_p1w": -0.058920559614949686, "alpha_c_p1w": -0.027902565412786684, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": -0.02260923981932461, "ret_p1m": -0.10714282985863977, "ret_signed_p1m": -0.10714282985863977, "alpha_spy_p1m": -0.10003103167947547, "alpha_c_p1m": -0.05654992452839602, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": -0.05059290533024374, "ret_p3m": 0.10102361046422259, "ret_signed_p3m": 0.10102361046422259, "alpha_spy_p3m": 0.0517940001242696, "alpha_c_p3m": 0.14021662942966306, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": -0.039193018965440474, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10714282985863977, "alpha_spy_stated": -0.10003103167947547, "alpha_c_stated": -0.05654992452839602, "price_path": [0.3881, 0.3389, 0.2768, 0.2394, 0.0826, 0.0318, 0.055, 0.087, 0.0198, -0.0327, -0.0596, 0.079, 0.0563, 0.0781, 0.0781, 0.0639, 0.079, -0.085, -0.0218, 0.0336, -0.0051, 0.0312, 0.0423, -0.0227, -0.0223, -0.107, -0.2105, -0.1858, -0.2483, -0.2034, -0.1117, -0.0645, -0.0639, -0.0659, -0.0659, -0.1032, -0.1231, -0.1478, -0.1595, -0.1595, -0.0498, 0.0734, 0.0216, -0.0293, 0.0165, 0.0243, 0.1199, 0.1791, 0.1767, 0.1547, 0.2866, 0.2866, 0.2074, 0.19, 0.1629, 0.2612, 0.1651, 0.3349, 0.4005, 0.3316, 0.1958, 0.1811, 0.2103, 0.0, -0.1146, -0.0692, 0.0269, -0.0447, -0.0505, -0.1093, -0.0605, -0.0605, -0.0883, -0.0636, -0.0367, -0.1104, -0.0574, 0.0113, -0.0202, -0.0156, -0.0888, -0.079, -0.1355, -0.0245, -0.1071, -0.1834, -0.1357, -0.1518, -0.0659, -0.0794, -0.0748, 0.0, -0.0441, -0.0607, -0.073, -0.0812, -0.0619, -0.085, -0.0781, -0.1667, -0.2192, -0.2964, -0.2372, -0.2414, -0.2263, -0.2263, -0.2183, -0.2047, -0.1805, -0.1753, -0.1251, -0.0416, 0.0541, 0.0863, 0.0614, 0.0708, 0.0841, 0.0051, 0.0768, 0.1575, 0.1268, 0.0761, -0.0111, -0.0463, 0.0127, 0.016, 0.101, 0.2181, 0.3569, 0.265, 0.3618, 0.2272, 0.2586, 0.2276, 0.2995, 0.178, 0.1228, 0.0623, 0.1729, 0.2919, 0.2646, 0.2646, 0.3302, 0.5096, 0.4252, 0.4139, 0.4537, 0.482, 0.4571, 0.3765, 0.2094, 0.3171, 0.202, 0.1464, 0.2619, 0.33, 0.354, 0.3169, 0.2931, 0.3342, 0.3342, 0.2655, 0.2176, 0.1193, 0.0623, 0.0505, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2023898109936373949", "ticker_idx": 0, "ts": "2026-02-17T23:11:26+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mizuho Securities significantly raised its price target for Lumentum from $525.00 to $645.00 and maintained an \"Outperform\" rating", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Mizuho's PT raise to $645 with maintained Outperform on Lumentum; adopted as bullish.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$LITE -  Mizuho Securities significantly raised its price target for Lumentum from $525.00 to $645.00 and maintained an \"Outperform\" rating.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010365787775221014, "ret_signed_m1d": 0.010365787775221014, "alpha_spy_m1d": 0.01537824403704069, "alpha_c_m1d": 0.01537824403704069, "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": 0.06963282772322632, "ret_signed_p1d": 0.06963282772322632, "alpha_spy_p1d": 0.07227017204677588, "alpha_c_p1d": 0.07227017204677588, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.002637344323549562, "ret_p1w": 0.21729546454546234, "ret_signed_p1w": 0.21729546454546234, "alpha_spy_p1w": 0.2072996094801305, "alpha_c_p1w": 0.2072996094801305, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": 0.29931341869586525, "ret_signed_p1m": 0.29931341869586525, "alpha_spy_p1m": 0.33791227342073316, "alpha_c_p1m": 0.33791227342073316, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.038598854724867904, "ret_p3m": 0.4892134182439509, "ret_signed_p3m": 0.4892134182439509, "alpha_spy_p3m": 0.409979719746284, "alpha_c_p3m": 0.409979719746284, "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": 0.29931341869586525, "alpha_spy_stated": 0.33791227342073316, "alpha_c_stated": 0.33791227342073316, "price_path": [-0.5699, -0.4962, -0.5099, -0.4812, -0.4812, -0.4528, -0.465, -0.4904, -0.4902, -0.4483, -0.4423, -0.4236, -0.3936, -0.3841, -0.3739, -0.4542, -0.4368, -0.468, -0.4611, -0.4327, -0.375, -0.3439, -0.3481, -0.3338, -0.3338, -0.3424, -0.373, -0.3754, -0.3797, -0.3797, -0.3503, -0.3992, -0.3312, -0.3389, -0.414, -0.4086, -0.4281, -0.392, -0.442, -0.4224, -0.4544, -0.4544, -0.3995, -0.3901, -0.4035, -0.4292, -0.4406, -0.3763, -0.3521, -0.3581, -0.3406, -0.2875, -0.2678, -0.2166, -0.1512, -0.0711, -0.0288, -0.0558, -0.0339, -0.0182, -0.053, -0.053, 0.0104, 0.0, 0.0696, 0.1237, 0.1354, 0.1582, 0.2173, 0.1392, 0.1795, 0.318, 0.1686, 0.1456, 0.0952, -0.0603, 0.0781, 0.1308, 0.1308, 0.0367, 0.0475, 0.0515, 0.0931, 0.1793, 0.2993, 0.1886, 0.2267, 0.3496, 0.3078, 0.1591, 0.1825, 0.1019, 0.1826, 0.2867, 0.3914, 0.3914, 0.2996, 0.3727, 0.5078, 0.5046, 0.5099, 0.466, 0.435, 0.3866, 0.4997, 0.5045, 0.5063, 0.4083, 0.4701, 0.4251, 0.4836, 0.4466, 0.3317, 0.4444, 0.5184, 0.5985, 0.6427, 0.6736, 0.589, 0.502, 0.5209, 0.7721, 0.6699, 0.7339, 0.6858, 0.6335, 0.4892, 0.4978, 0.4608, 0.623, 0.5934, 0.5934, 0.5327, 0.5184, 0.4482, 0.4387, 0.5229, 0.7318, 0.5784, 0.5903, 0.4533, 0.5067, 0.3828, 0.4358, 0.497, 0.5508, 0.6108, 0.473, 0.464, 0.4304, 0.4304, 0.5043, 0.3932, 0.4178, 0.4505, 0.3748, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025445702864646627", "ticker_idx": 0, "ts": "2026-02-22T05:41:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Morgan Stanley maintains Micron as a Top Pick with a $450 price target, arguing that the duration of the current cycle may be longer than typical memory upcycles", "tweet_type": "news_reaction", "timeline": "months", "summary": "Shares Morgan Stanley Top Pick on MU with $450 PT; HBM sold out through 2026, AI demand driving a longer-than-typical memory upcycle with structural earnings leverage.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU - MICRON SEES MEMORY TIGHTNESS EXTENDING BEYOND 2026 ON AI DEMAND\n\nMorgan Stanley hosted Micron CFO Mark Murphy and head of IR Satya Kumar last week. Management continues to characterize supply demand conditions across DRAM, NAND and HBM as tight and  likely persisting beyond 2026. Management indicated that current industry supply is meeting roughly 50 to 67 percent of customer demand, reflecting broad undersupply across segments.\n\nDRAM remains more constrained than NAND, and pricing trends have improved relative to prior guidance. Micron described inventories as lean, particularly in DRAM, and noted that incremental 2026 bit growth will primarily come from node migrations. More meaningful greenfield capacity additions are expected in mid 2027 and beyond, limiting the pace at which supply can respond.\n\nIn AI-related products, Micron reiterated that its HBM portfolio, including HBM4, is effectively sold out for calendar 2026. Management stated that yields are on track and that shipments have begun ramping. The company also discussed ongoing long-term agreement discussions with customers seeking supply assurance, particularly in AI infrastructure.\n\nMorgan Stanley maintains Micron as a Top Pick with a $450 price target, arguing that the duration of the current cycle may be longer than typical memory upcycles. The firm highlights the scale of AI investment, higher HBM wafer intensity and rising memory content per system as structural factors that could support sustained earnings leverage and free cash flow generation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017103317512722427, "ret_signed_m1d": 0.017103317512722427, "alpha_spy_m1d": 0.006786603733236696, "alpha_c_m1d": 0.011896008195104502, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.005207309317617925, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007031412215625532, "ret_signed_p1d": -0.007031412215625532, "alpha_spy_p1d": -0.014299887485823892, "alpha_c_p1d": -0.022241639654659084, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.015210227439033552, "ret_p1w": -0.019716354573246386, "ret_signed_p1w": -0.019716354573246386, "alpha_spy_p1w": -0.025563397561591872, "alpha_c_p1w": -0.003997525476116648, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": -0.01571882909712974, "ret_p1m": -0.06043186692613789, "ret_signed_p1m": -0.06043186692613789, "alpha_spy_p1m": -0.02024052746629479, "alpha_c_p1m": -0.01613326120868952, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.04429860571744837, "ret_p3m": 0.811103166517908, "ret_signed_p3m": 0.811103166517908, "alpha_spy_p3m": 0.7197209324252396, "alpha_c_p3m": 0.4356914290471299, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.37541173747077816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06043186692613789, "alpha_spy_stated": -0.02024052746629479, "alpha_c_stated": -0.01613326120868952, "price_path": [-0.4532, -0.4532, -0.4385, -0.429, -0.4313, -0.444, -0.4618, -0.4367, -0.4137, -0.4006, -0.3738, -0.3863, -0.4274, -0.4361, -0.4479, -0.4645, -0.4098, -0.3686, -0.3432, -0.344, -0.3193, -0.3193, -0.3238, -0.3007, -0.3049, -0.322, -0.322, -0.2507, -0.2585, -0.1842, -0.1934, -0.2232, -0.1803, -0.1784, -0.1968, -0.2081, -0.2003, -0.1383, -0.1383, -0.133, -0.0757, -0.0556, -0.0506, -0.0757, -0.0255, 0.034, 0.0352, -0.0145, 0.04, -0.0036, -0.0987, -0.0905, -0.0624, -0.089, -0.1134, -0.0253, -0.0166, -0.0221, -0.0221, -0.0503, -0.0, -0.0086, 0.0171, 0.0, -0.007, 0.0191, -0.0129, -0.0204, -0.0197, -0.0981, -0.048, -0.0568, -0.1204, -0.0752, -0.0424, -0.0054, -0.0371, 0.0123, 0.0495, 0.0967, 0.0968, 0.0553, 0.0046, -0.0395, -0.0604, -0.0924, -0.1556, -0.1514, -0.2353, -0.1971, -0.1258, -0.1296, -0.1296, -0.1023, -0.1027, -0.0334, 0.0017, -0.0005, 0.0137, 0.1066, 0.0842, 0.0866, 0.0815, 0.0657, 0.0679, 0.1585, 0.1448, 0.1804, 0.2466, 0.1984, 0.2321, 0.229, 0.2885, 0.3699, 0.5214, 0.5841, 0.5367, 0.7748, 0.8901, 0.8217, 0.9098, 0.8442, 0.7221, 0.6197, 0.6605, 0.7395, 0.8111, 0.7847, 0.7847, 1.129, 1.2063, 1.1947, 1.3075, 1.4608, 1.5288, 1.5656, 1.367, 1.0533, 1.2559, 1.2241, 1.1195, 1.3666, 1.3328, 1.5856, 1.4258, 1.4791, 1.6949, 1.6949, 1.8788, 1.4995, 1.4917, 1.884, 1.6909, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028912962048520458", "ticker_idx": 0, "ts": "2026-03-03T19:18:40+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU is collaborating with $NVDA to co-design memory for advanced AI infrastructure… That co-design relationship positions $MU as an embedded partner in $NVDA's forward roadmap, rather than a commodity supplier, as agentic AI and long-context inference workloads continue pushing memory requirements higher", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: first 256GB LPDRAM SOCAMM2, co-design partnership with NVDA embeds it in AI roadmap, leading U.S. memory supplier for AI efficiency market.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU MICRON SHIPS WORLD’S FIRST 256GB LPDRAM SOCAMM2, SETTING A NEW BAR FOR POWER-EFFICIENT AI MEMORY\n\nMicron began shipping customer samples of its 256GB SOCAMM2, the highest-capacity LPDRAM module in the industry, enabled by the world’s first monolithic 32Gb LPDDR5X die.  This milestone represents a meaningful architectural shift in how server memory is designed, built specifically for the power and thermal constraints that modern AI data centers are running into at scale.\n\nThe performance numbers are material. The 256GB SOCAMM2 consumes one-third the power and occupies one-third the footprint of equivalent RDIMMs, delivers 2.3 times faster time-to-first-token for long-context LLM inference, and achieves 3 times better performance per watt in standalone CPU applications.  For hyperscalers deploying thousands of servers, those efficiency gains compound directly into reductions in total cost of ownership.\n\n$MU is collaborating with $NVDA to co-design memory for advanced AI infrastructure, and $NVDA’s head of Data Center CPU products confirmed the 256GB SOCAMM2 is enabling next-generation AI CPUs.  That co-design relationship positions $MU as an embedded partner in $NVDA’s forward roadmap, rather than a commodity supplier, as agentic AI and long-context inference workloads continue pushing memory requirements higher.\n\n$MU now offers the industry’s broadest data center LPDRAM portfolio, spanning 8GB to 64GB components and 48GB to 256GB SOCAMM2 modules.  With the AI memory market increasingly prioritizing efficiency over raw capacity alone, this product launch reinforces $MU’s positioning as the leading U.S.-based memory supplier at a time when domestic semiconductor supply chain resilience is becoming both a policy priority and an enterprise procurement consideration.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08688900807566347, "ret_signed_m1d": 0.08688900807566347, "alpha_spy_m1d": 0.07799637526632375, "alpha_c_m1d": 0.04768781852533932, "bench_spy_m1d": 0.008892632809339718, "bench_c_m1d": 0.039201189550324145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05554670142560436, "ret_signed_p1d": 0.05554670142560436, "alpha_spy_p1d": 0.04849134546730682, "alpha_c_p1d": 0.034987174511279084, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.020559526914325277, "ret_p1w": 0.06170979235501717, "ret_signed_p1w": 0.06170979235501717, "alpha_spy_p1w": 0.0663400078073173, "alpha_c_p1w": 0.045676475081924295, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": 0.016033317273092873, "ret_p1m": -0.030750804309700897, "ret_signed_p1m": -0.030750804309700897, "alpha_spy_p1m": 0.003498161089048435, "alpha_c_p1m": -0.033077822331975204, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": 0.0023270180222743075, "ret_p3m": 1.5584911061560147, "ret_signed_p3m": 1.5584911061560147, "alpha_spy_p3m": 1.4435235365140586, "alpha_c_p3m": 1.026935855261191, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.5315552508948238, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030750804309700897, "alpha_spy_stated": 0.003498161089048435, "alpha_c_stated": -0.033077822331975204, "price_path": [-0.4033, -0.3755, -0.3499, -0.3354, -0.3057, -0.3195, -0.3651, -0.3747, -0.3879, -0.4063, -0.3456, -0.2999, -0.2718, -0.2727, -0.2452, -0.2452, -0.2502, -0.2247, -0.2293, -0.2483, -0.2483, -0.1692, -0.1779, -0.0955, -0.1057, -0.1387, -0.0911, -0.089, -0.1094, -0.122, -0.1134, -0.0446, -0.0446, -0.0387, 0.0248, 0.0471, 0.0526, 0.0248, 0.0805, 0.1464, 0.1478, 0.0927, 0.1531, 0.1047, -0.0007, 0.0085, 0.0395, 0.0101, -0.0169, 0.0808, 0.0903, 0.0842, 0.0842, 0.0529, 0.1087, 0.0992, 0.1277, 0.1087, 0.101, 0.1299, 0.0945, 0.0861, 0.0869, 0.0, 0.0555, 0.0457, -0.0247, 0.0254, 0.0617, 0.1027, 0.0676, 0.1223, 0.1636, 0.216, 0.2161, 0.1701, 0.1138, 0.065, 0.0417, 0.0063, -0.0638, -0.0592, -0.1521, -0.1098, -0.0308, -0.035, -0.035, -0.0046, -0.0051, 0.0717, 0.1106, 0.1082, 0.1239, 0.227, 0.2021, 0.2048, 0.1991, 0.1815, 0.1841, 0.2845, 0.2693, 0.3088, 0.3822, 0.3288, 0.3661, 0.3627, 0.4287, 0.5189, 0.6869, 0.7564, 0.7038, 0.9678, 1.0956, 1.0199, 1.1175, 1.0447, 0.9094, 0.7958, 0.8411, 0.9287, 1.0081, 0.9788, 0.9788, 1.3606, 1.4463, 1.4334, 1.5585, 1.7284, 1.8038, 1.8446, 1.6244, 1.2766, 1.5013, 1.466, 1.35, 1.624, 1.5864, 1.8667, 1.6896, 1.7487, 1.988, 1.988, 2.1919, 1.7713, 1.7627, 2.1976, 1.9836, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2002628541570031936", "ticker_idx": 0, "ts": "2025-12-21T06:33:46+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The article describes this as a 'legal but geopolitically fraught strategy' that has 'turned Datasection into one of the largest so-called neoclouds in Asia,' explicitly grouping it alongside 'peers such as $CRWV in the US and $NBIS in Europe'", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Neocloud data centers enabling Chinese firms to access Nvidia B200s via overseas workaround; bullish framing for named neocloud peers NBIS, CRWV, IREN, CIFR.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS $IREN $CRWV $CIFR\n\nFT: NEOCLOUD DATACENTERS ALLOWING TENCENT TO BYPASS CHIP CONTROLS\n\nThe Financial Times describes how Tencent is using Japan’s largest neocloud data center to bypass U.S. government chip controls, allowing access to Nvidia’s B200 Blackwell processors, currently the most advanced AI chips available at scale.\n\nIn Osaka, Nvidia’s “cutting-edge semiconductors” are owned by Datasection, a Japanese company that “sharply switched into running AI data centres,” with its first 15,000 Blackwell processors “mostly contracted for three years” to a single customer. According to people familiar with the matter, that customer is Tencent, China’s largest company by market cap.\n\nThe article describes this as a “legal but geopolitically fraught strategy” that has “turned Datasection into one of the largest so-called neoclouds in Asia,” explicitly grouping it alongside “peers such as $CRWV in the US and $NBIS in Europe.” The economic logic is clearly stated by Datasection’s CEO: “5,000 B200 chips were sufficient… but now it’s not enough; 10,000 should be the minimum requirement.” Scale, not access alone, is the binding constraint.\n\nImportantly, the Financial Times notes that even with US approval of “lower-performance” chips for China, analysts believe using “the overseas computing workaround… may be the more attractive choice.” Datasection plans AI data centres with “more than 100,000 Nvidia processors,” underscoring sustained demand.\n\nLin Qingyuan, analyst at Bernstein Research, said using the overseas computing workaround, rather than buying Nvidia chips, may be “the more attractive choice for Chinese tech groups”.\n\nDatasection CEO, Norihiko Ishihara, is confident his firm can continue their strategy. He said demand is so high for GPU capacity that finding new customers would be simple. \n\nIn the worst-case scenario “we may have to stop the operation for, let’s say, one week,” he laughed. “It’s a very sexy asset.”\n\nhttps://t.co/RVdZXV5Ybo Inside Tencent’s deal to use Nvidia’s best AI chips in Japan", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.040437671744227854, "ret_signed_m1d": -0.040437671744227854, "alpha_spy_m1d": -0.034246438065206886, "alpha_c_m1d": -0.036014435562688685, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.00442323618153917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03432376340678023, "ret_signed_p1d": -0.03432376340678023, "alpha_spy_p1d": -0.038894255754110874, "alpha_c_p1d": -0.0405812168672578, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.006257453460477569, "ret_p1w": -0.07712112176891306, "ret_signed_p1w": -0.07712112176891306, "alpha_spy_p1w": -0.08153096459400799, "alpha_c_p1w": -0.08766453289340637, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.010543411124493307, "ret_p1m": 0.06500050778066457, "ret_signed_p1m": 0.06500050778066457, "alpha_spy_p1m": 0.07558706938093096, "alpha_c_p1m": 0.09234498082388654, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.027344473043221962, "ret_p3m": 0.3034430147752307, "ret_signed_p3m": 0.3034430147752307, "alpha_spy_p3m": 0.3399922594536817, "alpha_c_p3m": 0.3336162014588856, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.030173186683654873, "ret_p6m": 1.8435052725309156, "ret_signed_p6m": 1.8435052725309156, "alpha_spy_p6m": 1.7448687954306852, "alpha_c_p6m": 1.877635001058865, "bench_spy_p6m": 0.09863647710023038, "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": 0.06500050778066457, "alpha_spy_stated": 0.07558706938093096, "alpha_c_stated": 0.09234498082388654, "price_path": [0.2145, 0.1578, 0.1552, 0.1822, 0.2042, 0.2401, 0.3501, 0.3727, 0.3401, 0.2625, 0.3086, 0.4227, 0.3899, 0.453, 0.3746, 0.3497, 0.3197, 0.2168, 0.1692, 0.1185, 0.0578, 0.1387, 0.2577, 0.3454, 0.3068, 0.3418, 0.332, 0.4032, 0.2922, 0.1857, 0.255, 0.1739, 0.1936, 0.1793, 0.0964, 0.0121, -0.0493, -0.1039, -0.0778, -0.0289, 0.0197, -0.0921, -0.1069, -0.0143, -0.0467, 0.0157, 0.0157, 0.0176, 0.0742, 0.0345, 0.061, 0.1026, 0.0516, 0.0762, 0.0341, 0.0039, 0.0113, -0.0594, -0.1297, -0.1317, -0.1907, -0.1624, -0.0404, 0.0, -0.0343, -0.0225, -0.0225, -0.0605, -0.0771, -0.0865, -0.1022, -0.1022, -0.0352, -0.0043, 0.0752, 0.032, 0.0437, 0.0504, 0.1512, 0.1309, 0.0939, 0.1143, 0.1663, 0.1663, 0.065, 0.0605, 0.0388, 0.0136, -0.019, 0.0498, 0.0772, 0.018, -0.0862, -0.0544, -0.0352, -0.1163, -0.2077, -0.0765, -0.0038, -0.0154, -0.0496, -0.0375, 0.0513, 0.0513, 0.046, 0.0919, 0.1542, 0.0503, 0.0792, 0.1003, 0.1383, 0.125, -0.0219, -0.0238, -0.069, 0.0488, 0.026, -0.0418, 0.0183, 0.0343, 0.2013, 0.1589, 0.2115, 0.3928, 0.2478, 0.2717, 0.3034, 0.2616, 0.2244, 0.2325, 0.2345, 0.1367, 0.0814, -0.0104, 0.1129, 0.0935, 0.1672, 0.1672, 0.2071, 0.2593, 0.3408, 0.4623, 0.555, 0.6578, 0.737, 0.7888, 0.7735, 0.6855, 0.7072, 0.6792, 0.6748, 0.6849, 0.5785, 0.5549, 0.4535, 0.5144, 0.4827, 0.6571, 0.8923, 0.8869, 1.0926, 0.9819, 0.8991, 0.9961, 0.9212, 1.2232, 1.3721, 1.3591, 1.1437, 1.1209, 1.0575, 1.359, 1.3037, 1.3037, 1.2317, 1.235, 1.4278, 1.4787, 1.8372, 1.795, 1.6996, 1.7853, 1.4435, 1.3383, 1.361, 1.2706, 1.3838, 1.4923, 1.7896, 1.8435]}
{"unit_id": "orig:2002628541570031936", "ticker_idx": 1, "ts": "2025-12-21T06:33:46+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "peers such as $CRWV in the US and $NBIS in Europe", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Neocloud data centers enabling Chinese firms to access Nvidia B200s via overseas workaround; bullish framing for named neocloud peers NBIS, CRWV, IREN, CIFR.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS $IREN $CRWV $CIFR\n\nFT: NEOCLOUD DATACENTERS ALLOWING TENCENT TO BYPASS CHIP CONTROLS\n\nThe Financial Times describes how Tencent is using Japan’s largest neocloud data center to bypass U.S. government chip controls, allowing access to Nvidia’s B200 Blackwell processors, currently the most advanced AI chips available at scale.\n\nIn Osaka, Nvidia’s “cutting-edge semiconductors” are owned by Datasection, a Japanese company that “sharply switched into running AI data centres,” with its first 15,000 Blackwell processors “mostly contracted for three years” to a single customer. According to people familiar with the matter, that customer is Tencent, China’s largest company by market cap.\n\nThe article describes this as a “legal but geopolitically fraught strategy” that has “turned Datasection into one of the largest so-called neoclouds in Asia,” explicitly grouping it alongside “peers such as $CRWV in the US and $NBIS in Europe.” The economic logic is clearly stated by Datasection’s CEO: “5,000 B200 chips were sufficient… but now it’s not enough; 10,000 should be the minimum requirement.” Scale, not access alone, is the binding constraint.\n\nImportantly, the Financial Times notes that even with US approval of “lower-performance” chips for China, analysts believe using “the overseas computing workaround… may be the more attractive choice.” Datasection plans AI data centres with “more than 100,000 Nvidia processors,” underscoring sustained demand.\n\nLin Qingyuan, analyst at Bernstein Research, said using the overseas computing workaround, rather than buying Nvidia chips, may be “the more attractive choice for Chinese tech groups”.\n\nDatasection CEO, Norihiko Ishihara, is confident his firm can continue their strategy. He said demand is so high for GPU capacity that finding new customers would be simple. \n\nIn the worst-case scenario “we may have to stop the operation for, let’s say, one week,” he laughed. “It’s a very sexy asset.”\n\nhttps://t.co/RVdZXV5Ybo Inside Tencent’s deal to use Nvidia’s best AI chips in Japan", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02157257799780876, "ret_signed_m1d": -0.02157257799780876, "alpha_spy_m1d": -0.015381344318787793, "alpha_c_m1d": -0.015381344318787793, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.006191233679020969, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05387244602358632, "ret_signed_p1d": -0.05387244602358632, "alpha_spy_p1d": -0.058442938370916964, "alpha_c_p1d": -0.058442938370916964, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.004570492347330646, "ret_p1w": -0.11682191970060185, "ret_signed_p1w": -0.11682191970060185, "alpha_spy_p1w": -0.12123176252569678, "alpha_c_p1w": -0.12123176252569678, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.004409842825094934, "ret_p1m": 0.12248024478816943, "ret_signed_p1m": 0.12248024478816943, "alpha_spy_p1m": 0.13306680638843582, "alpha_c_p1m": 0.13306680638843582, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.010586561600266386, "ret_p3m": -0.04915711515897614, "ret_signed_p3m": -0.04915711515897614, "alpha_spy_p3m": -0.01260787048052514, "alpha_c_p3m": -0.01260787048052514, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.036549244678451, "ret_p6m": 0.3795826506330968, "ret_signed_p6m": 0.3795826506330968, "alpha_spy_p6m": 0.28094617353286644, "alpha_c_p6m": 0.28094617353286644, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.09863647710023038, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12248024478816943, "alpha_spy_stated": 0.13306680638843582, "alpha_c_stated": 0.13306680638843582, "price_path": [0.5726, 0.4931, 0.4186, 0.4443, 0.6132, 0.6156, 0.6268, 0.5889, 0.5779, 0.5187, 0.6501, 0.6867, 0.6319, 0.6695, 0.5803, 0.6414, 0.6709, 0.6135, 0.4978, 0.4742, 0.4326, 0.454, 0.5625, 0.6039, 0.5891, 0.6495, 0.545, 0.5762, 0.4891, 0.3645, 0.3488, 0.2605, 0.2261, 0.245, 0.042, 0.0071, -0.0765, -0.0881, -0.112, -0.1171, -0.1168, -0.1841, -0.1554, -0.1324, -0.1596, -0.1242, -0.1242, -0.138, -0.0916, -0.1037, -0.0645, 0.0108, 0.0409, 0.0166, 0.0687, 0.0393, 0.0301, -0.0736, -0.1471, -0.1807, -0.2391, -0.2022, -0.0216, 0.0, -0.0539, -0.0703, -0.0703, -0.0991, -0.1168, -0.1288, -0.1558, -0.1558, -0.065, -0.094, -0.0812, -0.0902, -0.0912, -0.0553, 0.0601, 0.0312, 0.0586, 0.12, 0.1933, 0.1933, 0.1225, 0.1087, 0.082, 0.0961, 0.1589, 0.2833, 0.2498, 0.1733, 0.0986, 0.0484, 0.0617, -0.0279, -0.12, 0.0604, 0.141, 0.1212, 0.1217, 0.1281, 0.1321, 0.1321, 0.0727, 0.1252, 0.1451, 0.0521, 0.0708, 0.1706, 0.1554, 0.1509, -0.0621, -0.0799, -0.1303, -0.0628, -0.118, -0.1396, -0.1228, -0.1168, -0.0338, -0.0586, -0.0439, 0.0121, -0.0319, -0.0237, -0.0492, -0.0396, -0.0338, -0.0213, 0.0324, -0.0516, -0.1181, -0.1848, -0.0868, -0.0753, -0.0305, -0.0305, -0.0459, 0.0048, 0.048, 0.0845, 0.2024, 0.2999, 0.3816, 0.3992, 0.4094, 0.3775, 0.3843, 0.3575, 0.4445, 0.3842, 0.2984, 0.321, 0.244, 0.3461, 0.3156, 0.4029, 0.4786, 0.5076, 0.6265, 0.5188, 0.3456, 0.3521, 0.2702, 0.3122, 0.3464, 0.2649, 0.2233, 0.1766, 0.1939, 0.2682, 0.2435, 0.2435, 0.2483, 0.2292, 0.2597, 0.2912, 0.4714, 0.406, 0.3077, 0.2735, 0.1834, 0.2068, 0.1606, 0.1271, 0.1286, 0.1853, 0.2579, 0.3796]}
{"unit_id": "orig:2002628541570031936", "ticker_idx": 2, "ts": "2025-12-21T06:33:46+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS $IREN $CRWV $CIFR", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Neocloud data centers enabling Chinese firms to access Nvidia B200s via overseas workaround; bullish framing for named neocloud peers NBIS, CRWV, IREN, CIFR.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS $IREN $CRWV $CIFR\n\nFT: NEOCLOUD DATACENTERS ALLOWING TENCENT TO BYPASS CHIP CONTROLS\n\nThe Financial Times describes how Tencent is using Japan’s largest neocloud data center to bypass U.S. government chip controls, allowing access to Nvidia’s B200 Blackwell processors, currently the most advanced AI chips available at scale.\n\nIn Osaka, Nvidia’s “cutting-edge semiconductors” are owned by Datasection, a Japanese company that “sharply switched into running AI data centres,” with its first 15,000 Blackwell processors “mostly contracted for three years” to a single customer. According to people familiar with the matter, that customer is Tencent, China’s largest company by market cap.\n\nThe article describes this as a “legal but geopolitically fraught strategy” that has “turned Datasection into one of the largest so-called neoclouds in Asia,” explicitly grouping it alongside “peers such as $CRWV in the US and $NBIS in Europe.” The economic logic is clearly stated by Datasection’s CEO: “5,000 B200 chips were sufficient… but now it’s not enough; 10,000 should be the minimum requirement.” Scale, not access alone, is the binding constraint.\n\nImportantly, the Financial Times notes that even with US approval of “lower-performance” chips for China, analysts believe using “the overseas computing workaround… may be the more attractive choice.” Datasection plans AI data centres with “more than 100,000 Nvidia processors,” underscoring sustained demand.\n\nLin Qingyuan, analyst at Bernstein Research, said using the overseas computing workaround, rather than buying Nvidia chips, may be “the more attractive choice for Chinese tech groups”.\n\nDatasection CEO, Norihiko Ishihara, is confident his firm can continue their strategy. He said demand is so high for GPU capacity that finding new customers would be simple. \n\nIn the worst-case scenario “we may have to stop the operation for, let’s say, one week,” he laughed. “It’s a very sexy asset.”\n\nhttps://t.co/RVdZXV5Ybo Inside Tencent’s deal to use Nvidia’s best AI chips in Japan", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05042822788804968, "ret_signed_m1d": -0.05042822788804968, "alpha_spy_m1d": -0.04423699420902871, "alpha_c_m1d": -0.038298743034169136, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.012129484853880546, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0007135770371926586, "ret_signed_p1d": 0.0007135770371926586, "alpha_spy_p1d": -0.003856915310137987, "alpha_c_p1d": -0.0012748380176716978, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.0019884150548643564, "ret_p1w": -0.06255949121884652, "ret_signed_p1w": -0.06255949121884652, "alpha_spy_p1w": -0.06696933404394145, "alpha_c_p1w": -0.06255949121884652, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.0, "ret_p1m": 0.2906754790648076, "ret_signed_p1m": 0.2906754790648076, "alpha_spy_p1m": 0.301262040665074, "alpha_c_p1m": 0.3289979573082584, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.03832247824345081, "ret_p3m": -0.009039035676492668, "ret_signed_p3m": -0.009039035676492668, "alpha_spy_p3m": 0.02751020900195833, "alpha_c_p3m": 0.10538615462375889, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.11442519030025156, "ret_p6m": 0.4077069223687346, "ret_signed_p6m": 0.4077069223687346, "alpha_spy_p6m": 0.30907044526850425, "alpha_c_p6m": 0.4201910640144423, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": -0.012484141645707658, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2906754790648076, "alpha_spy_stated": 0.301262040665074, "alpha_c_stated": 0.3289979573082584, "price_path": [0.1213, 0.1011, -0.0043, 0.0925, 0.1163, 0.1199, 0.1185, 0.2003, 0.3737, 0.4672, 0.4294, 0.5188, 0.4217, 0.5257, 0.6546, 0.617, 0.4707, 0.4443, 0.4087, 0.3129, 0.2329, 0.3287, 0.4962, 0.5459, 0.4848, 0.4372, 0.3849, 0.4451, 0.6116, 0.5849, 0.8176, 0.5928, 0.4838, 0.4313, 0.3649, 0.3249, 0.1572, 0.103, 0.1277, 0.162, 0.0902, 0.034, 0.0052, 0.1534, 0.1292, 0.1525, 0.1525, 0.1373, 0.1534, -0.0219, 0.0457, 0.1049, 0.0635, 0.1023, 0.1142, 0.0447, 0.0452, -0.0454, -0.156, -0.1296, -0.1965, -0.1484, -0.0504, 0.0, 0.0007, -0.0014, -0.0014, -0.0414, -0.0626, -0.089, -0.1016, -0.1016, 0.0157, 0.1475, 0.0921, 0.0377, 0.0866, 0.0949, 0.1972, 0.2605, 0.2578, 0.2343, 0.3754, 0.3754, 0.2907, 0.2721, 0.2431, 0.3482, 0.2455, 0.427, 0.4971, 0.4234, 0.2783, 0.2626, 0.2938, 0.069, -0.0535, -0.005, 0.0978, 0.0212, 0.015, -0.0478, 0.0043, 0.0043, -0.0255, 0.001, 0.0297, -0.049, 0.0076, 0.0811, 0.0473, 0.0523, -0.0259, -0.0155, -0.0759, 0.0428, -0.0456, -0.127, -0.0761, -0.0932, -0.0014, -0.0159, -0.0109, 0.069, 0.0219, 0.004, -0.009, -0.0178, 0.0029, -0.0219, -0.0145, -0.1092, -0.1653, -0.2479, -0.1846, -0.1891, -0.1729, -0.1729, -0.1644, -0.1499, -0.1239, -0.1185, -0.0647, 0.0245, 0.1268, 0.1613, 0.1346, 0.1446, 0.1589, 0.0745, 0.151, 0.2374, 0.2046, 0.1503, 0.0571, 0.0195, 0.0825, 0.0861, 0.177, 0.3021, 0.4505, 0.3523, 0.4558, 0.3118, 0.3454, 0.3123, 0.3892, 0.2593, 0.2003, 0.1356, 0.2538, 0.3811, 0.3518, 0.3518, 0.422, 0.6137, 0.5235, 0.5114, 0.554, 0.5842, 0.5576, 0.4715, 0.2928, 0.4079, 0.285, 0.2255, 0.349, 0.4217, 0.4474, 0.4077]}
{"unit_id": "orig:2002628541570031936", "ticker_idx": 3, "ts": "2025-12-21T06:33:46+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS $IREN $CRWV $CIFR", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Neocloud data centers enabling Chinese firms to access Nvidia B200s via overseas workaround; bullish framing for named neocloud peers NBIS, CRWV, IREN, CIFR.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS $IREN $CRWV $CIFR\n\nFT: NEOCLOUD DATACENTERS ALLOWING TENCENT TO BYPASS CHIP CONTROLS\n\nThe Financial Times describes how Tencent is using Japan’s largest neocloud data center to bypass U.S. government chip controls, allowing access to Nvidia’s B200 Blackwell processors, currently the most advanced AI chips available at scale.\n\nIn Osaka, Nvidia’s “cutting-edge semiconductors” are owned by Datasection, a Japanese company that “sharply switched into running AI data centres,” with its first 15,000 Blackwell processors “mostly contracted for three years” to a single customer. According to people familiar with the matter, that customer is Tencent, China’s largest company by market cap.\n\nThe article describes this as a “legal but geopolitically fraught strategy” that has “turned Datasection into one of the largest so-called neoclouds in Asia,” explicitly grouping it alongside “peers such as $CRWV in the US and $NBIS in Europe.” The economic logic is clearly stated by Datasection’s CEO: “5,000 B200 chips were sufficient… but now it’s not enough; 10,000 should be the minimum requirement.” Scale, not access alone, is the binding constraint.\n\nImportantly, the Financial Times notes that even with US approval of “lower-performance” chips for China, analysts believe using “the overseas computing workaround… may be the more attractive choice.” Datasection plans AI data centres with “more than 100,000 Nvidia processors,” underscoring sustained demand.\n\nLin Qingyuan, analyst at Bernstein Research, said using the overseas computing workaround, rather than buying Nvidia chips, may be “the more attractive choice for Chinese tech groups”.\n\nDatasection CEO, Norihiko Ishihara, is confident his firm can continue their strategy. He said demand is so high for GPU capacity that finding new customers would be simple. \n\nIn the worst-case scenario “we may have to stop the operation for, let’s say, one week,” he laughed. “It’s a very sexy asset.”\n\nhttps://t.co/RVdZXV5Ybo Inside Tencent’s deal to use Nvidia’s best AI chips in Japan", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007956001646343025, "ret_signed_m1d": -0.007956001646343025, "alpha_spy_m1d": -0.0017647679673220562, "alpha_c_m1d": -0.0025896589531970715, "bench_spy_m1d": -0.006191233679020969, "bench_c_m1d": -0.0053663426931459535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026315807904547572, "ret_signed_p1d": -0.026315807904547572, "alpha_spy_p1d": -0.030886300251878218, "alpha_c_p1d": -0.03175812469948158, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.00544231679493401, "ret_p1w": -0.07711139639630171, "ret_signed_p1w": -0.07711139639630171, "alpha_spy_p1w": -0.08152123922139665, "alpha_c_p1w": -0.08200261117687879, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.00489121478057708, "ret_p1m": 0.09669522086606697, "ret_signed_p1m": 0.09669522086606697, "alpha_spy_p1m": 0.10728178246633335, "alpha_c_p1m": 0.11956648132804848, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.022871260461981513, "ret_p3m": -0.10403915504222894, "ret_signed_p3m": -0.10403915504222894, "alpha_spy_p3m": -0.06748991036377794, "alpha_c_p3m": -0.05767651263557172, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.04636264240665722, "ret_p6m": 0.6040390966778282, "ret_signed_p6m": 0.6040390966778282, "alpha_spy_p6m": 0.5054026195775978, "alpha_c_p6m": 0.3180662551536928, "bench_spy_p6m": 0.09863647710023038, "bench_c_p6m": 0.2859728415241354, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09669522086606697, "alpha_spy_stated": 0.10728178246633335, "alpha_c_stated": 0.11956648132804848, "price_path": [-0.1346, -0.2864, -0.298, -0.2258, -0.2295, -0.2289, -0.1548, -0.1004, -0.0612, -0.0361, 0.0771, 0.101, 0.0386, 0.2448, 0.2785, 0.287, 0.1457, 0.1481, 0.2185, 0.1062, -0.0141, 0.056, 0.2644, 0.257, 0.2215, 0.1989, 0.1671, 0.1414, 0.3929, 0.3776, 0.5122, 0.3286, 0.2662, 0.2026, 0.1426, 0.0636, -0.0863, -0.1212, -0.1218, -0.1077, -0.1053, -0.1089, -0.134, 0.0226, 0.0722, 0.172, 0.172, 0.2454, 0.205, 0.0796, 0.1401, 0.2136, 0.1799, 0.1922, 0.1971, 0.131, 0.1554, 0.0435, -0.0979, -0.0826, -0.1193, -0.0728, -0.008, 0.0, -0.0263, -0.0073, -0.0073, -0.0704, -0.0771, -0.1071, -0.0967, -0.0967, -0.0086, 0.1114, 0.0734, -0.0159, 0.0129, 0.0177, 0.082, 0.1169, 0.1095, 0.0722, 0.1506, 0.1506, 0.0967, 0.0845, 0.0643, 0.0753, 0.0092, 0.1475, 0.161, 0.0832, -0.0233, -0.0324, -0.0049, -0.1279, -0.2228, -0.0985, 0.0257, 0.0465, -0.0037, -0.0147, 0.0049, 0.0049, -0.0428, -0.0563, -0.033, -0.1034, -0.0685, 0.0477, 0.0165, 0.0086, -0.0453, -0.0355, -0.0998, -0.0184, -0.0728, -0.1665, -0.1242, -0.1457, -0.1365, -0.161, -0.1383, -0.0734, -0.0765, -0.1022, -0.104, -0.1426, -0.0887, -0.0894, -0.0282, -0.1218, -0.1588, -0.2647, -0.2124, -0.2264, -0.2154, -0.2154, -0.183, -0.1426, -0.0563, 0.0012, 0.0116, 0.0869, 0.1291, 0.1016, 0.0612, 0.1854, 0.1805, 0.104, 0.1897, 0.1438, 0.1138, 0.1114, 0.0563, 0.0355, 0.0857, 0.0428, 0.0949, 0.3525, 0.3409, 0.2659, 0.2576, 0.2411, 0.2277, 0.2999, 0.3641, 0.2442, 0.1701, 0.1506, 0.1922, 0.317, 0.3446, 0.3446, 0.4088, 0.5398, 0.5049, 0.4474, 0.4694, 0.6089, 0.6059, 0.5636, 0.3739, 0.4865, 0.4097, 0.2864, 0.3849, 0.4994, 0.593, 0.604]}
{"unit_id": "orig:2020725250116157951", "ticker_idx": 0, "ts": "2026-02-09T05:03:37+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Goldman Sachs maintains a Neutral rating with a $235 price target", "tweet_type": "news_reaction", "timeline": "months", "summary": "Relays GS: Neutral/PT $235 on MU (HBM share ~20%, limited 2026 growth); Buy/PT $700 on SNDK (tight NAND supply, margin expansion).", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK \n\nGS sees $MU continuing to execute on its HBM product roadmap and capture roughly 20% share of a fast-growing, high-margin market, with management commentary suggesting ongoing supply constraints in cleanroom capacity will drive limited bit growth of just 20% for 2026. Goldman Sachs maintains a Neutral rating with a $235 price target based on 15x normalized EPS of $15.65, citing balanced risk/reward at current levels and potential pricing retracement in HBM in 2026 given qualification of additional suppliers like Samsung.\n\nGS sees $SNDK benefittingfrom tight supply and accelerating demand that should drive meaningful upward earnings revisions over the next 12 months, with management believing the NAND industry will remain increasingly undersupplied. Enterprise SSD market expectations for 2026 are in the high-60% bit-growth range, positioning SanDisk well for sustained gross margin expansion throughout the year, with Goldman Sachs maintaining a Buy rating and $700 price target based on 22X P/E applied to normalized EPS of $32.00.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.029178622415872324, "ret_signed_m1d": 0.029178622415872324, "alpha_spy_m1d": 0.033977211646554206, "alpha_c_m1d": 0.04147420848508743, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02672751304786447, "ret_signed_p1d": -0.02672751304786447, "alpha_spy_p1d": -0.024090455277165024, "alpha_c_p1d": -0.022079820537778017, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": 0.07342899206456432, "ret_signed_p1w": 0.07342899206456432, "alpha_spy_p1w": 0.09100949509677403, "alpha_c_p1w": 0.0707977186346398, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": 0.0511342381423634, "ret_signed_p1m": 0.0511342381423634, "alpha_spy_p1m": 0.07530022352784305, "alpha_c_p1m": 0.07405322858649266, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 0.6868361280257833, "ret_signed_p3m": 0.6868361280257833, "alpha_spy_p3m": 0.6297311477674641, "alpha_c_p3m": 0.3586669808662146, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0511342381423634, "alpha_spy_stated": 0.07530022352784305, "alpha_c_stated": 0.07405322858649266, "price_path": [-0.3617, -0.3824, -0.3566, -0.3694, -0.4044, -0.4111, -0.4751, -0.4595, -0.4163, -0.4148, -0.3998, -0.3998, -0.3836, -0.3732, -0.3758, -0.3897, -0.4092, -0.3817, -0.3564, -0.3421, -0.3126, -0.3263, -0.3715, -0.381, -0.394, -0.4122, -0.3522, -0.3069, -0.2791, -0.2799, -0.2528, -0.2528, -0.2577, -0.2324, -0.2369, -0.2558, -0.2558, -0.1775, -0.186, -0.1045, -0.1146, -0.1473, -0.1002, -0.0981, -0.1183, -0.1308, -0.1222, -0.0541, -0.0541, -0.0482, 0.0146, 0.0367, 0.0421, 0.0146, 0.0697, 0.135, 0.1363, 0.0818, 0.1416, 0.0937, -0.0107, -0.0016, 0.0292, 0.0, -0.0267, 0.07, 0.0795, 0.0734, 0.0734, 0.0425, 0.0977, 0.0883, 0.1165, 0.0977, 0.09, 0.1186, 0.0836, 0.0753, 0.0761, -0.01, 0.045, 0.0353, -0.0344, 0.0152, 0.0511, 0.0918, 0.057, 0.1112, 0.152, 0.2039, 0.204, 0.1585, 0.1027, 0.0544, 0.0314, -0.0037, -0.0731, -0.0685, -0.1605, -0.1187, -0.0404, -0.0446, -0.0446, -0.0146, -0.015, 0.061, 0.0996, 0.0972, 0.1127, 0.2147, 0.1901, 0.1928, 0.1871, 0.1698, 0.1723, 0.2717, 0.2566, 0.2958, 0.3684, 0.3155, 0.3525, 0.3491, 0.4144, 0.5038, 0.6701, 0.7389, 0.6868, 0.9482, 1.0747, 0.9997, 1.0964, 1.0243, 0.8904, 0.7779, 0.8228, 0.9095, 0.9881, 0.9591, 0.9591, 1.337, 1.4219, 1.4091, 1.533, 1.7013, 1.7759, 1.8162, 1.5982, 1.2539, 1.4763, 1.4414, 1.3266, 1.5979, 1.5607, 1.8382, 1.6628, 1.7213, 1.9582, 1.9582, 2.1601, 1.7437, 1.7352, 2.1658, 1.9539, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2020725250116157951", "ticker_idx": 1, "ts": "2026-02-09T05:03:37+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Goldman Sachs maintaining a Buy rating and $700 price target", "tweet_type": "news_reaction", "timeline": "months", "summary": "Relays GS: Neutral/PT $235 on MU (HBM share ~20%, limited 2026 growth); Buy/PT $700 on SNDK (tight NAND supply, margin expansion).", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$MU $SNDK \n\nGS sees $MU continuing to execute on its HBM product roadmap and capture roughly 20% share of a fast-growing, high-margin market, with management commentary suggesting ongoing supply constraints in cleanroom capacity will drive limited bit growth of just 20% for 2026. 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{"unit_id": "orig:2066945795203416526", "ticker_idx": 0, "ts": "2026-06-16T18:07:34+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ORCL is way too cheap", "tweet_type": "analysis", "timeline": "unspecified", "summary": "ORCL is undervalued; bullish stance.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$ORCL is way too cheap", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02288534761689287, "ret_signed_m1d": 0.02288534761689287, "alpha_spy_m1d": 0.016888031395105862, "alpha_c_m1d": 0.016888031395105862, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.005997316221787008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02548719272069966, "ret_signed_p1d": -0.02548719272069966, "alpha_spy_p1d": -0.012999321835648225, "alpha_c_p1d": -0.012999321835648225, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.012487870885051433, "ret_p1w": -0.12302871525340098, "ret_signed_p1w": -0.12302871525340098, "alpha_spy_p1w": -0.10322390327527509, "alpha_c_p1w": -0.10322390327527509, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": -0.01980481197812589, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.1771, -0.208, -0.1833, -0.2217, -0.2274, -0.2443, -0.261, -0.2656, -0.2216, -0.2315, -0.2255, -0.2255, -0.2299, -0.2424, -0.2398, -0.268, -0.2668, -0.1737, -0.1345, -0.0983, -0.053, -0.0705, -0.0571, -0.038, -0.0044, -0.064, -0.0799, -0.0816, -0.1188, -0.1301, -0.143, -0.0876, -0.0427, -0.0158, 0.0303, 0.0332, 0.0405, 0.0293, -0.008, 0.0076, 0.0387, 0.0245, -0.0091, -0.0365, -0.0009, 0.0076, 0.0199, 0.0199, 0.0251, 0.014, 0.0816, 0.1989, 0.3176, 0.2987, 0.223, 0.2549, 0.1346, 0.1247, 0.0928, 0.0687, -0.0225, -0.0223, 0.0229, 0.0, -0.0255, -0.0215, -0.0215, -0.0704, -0.123, -0.1635, -0.1905, -0.2113, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029311347729563831", "ticker_idx": 0, "ts": "2026-03-04T21:41:42+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For $MSFT, which backs OpenAI and provides the Azure infrastructure underpinning its deployments, a NATO contract would extend the commercial reach of that partnership directly into allied defense networks across 32 member nations.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MSFT's Azure/OpenAI partnership stands to benefit commercially from a NATO contract extending across 32 allied defense networks.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "OPENAI IN TALKS FOR NATO CONTRACT DAYS AFTER SIGNING PENTAGON DEAL, EXPANDING AI'S ROLE IN WESTERN DEFENSE INFRASTRUCTURE\n\nOpenAI is considering a contract to deploy its AI technology on NATO's unclassified networks, according to a person familiar with the matter, just days after the ChatGPT maker struck a deal with the Pentagon. thestar The timing is notable. OpenAI is moving quickly to establish itself as the go-to AI provider for Western military and defense institutions at the exact moment Anthropic has been pushed out of that space.\n\nOpenAI CEO Sam Altman initially told employees the company was looking to deploy on all NATO classified networks, but a company spokesperson later walked that back, clarifying the contract opportunity was limited to NATO's unclassified networks. thestar The correction matters. Classified network deployment would represent a far more significant and strategically sensitive integration than unclassified access.\n\nThe Pentagon deal that preceded this came directly after Trump directed the government to stop working with Anthropic. OpenAI's updated agreement stipulates that its AI systems shall not be intentionally used for domestic surveillance of U.S. persons, and that the Pentagon affirmed AI services would not be used by intelligence agencies such as the NSA. thestar Those guardrails closely mirror the exact terms Anthropic had demanded and been penalized for insisting on.\n\nFor $MSFT, which backs OpenAI and provides the Azure infrastructure underpinning its deployments, a NATO contract would extend the commercial reach of that partnership directly into allied defense networks across 32 member nations. The geopolitical backdrop of an active U.S.-Israeli war with Iran makes the urgency of AI integration into NATO's command and intelligence infrastructure a live operational question, not a future planning exercise.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01334368179869072, "ret_signed_m1d": -0.01334368179869072, "alpha_spy_m1d": -0.018950614700931734, "alpha_c_m1d": -0.018950614700931734, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.005606932902241013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004188164531066962, "ret_signed_p1d": -0.004188164531066962, "alpha_spy_p1d": 0.008918965379795085, "alpha_c_p1d": 0.008918965379795085, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.013107129910862048, "ret_p1w": -0.02147656574529877, "ret_signed_p1w": -0.02147656574529877, "alpha_spy_p1w": 0.000906765749287386, "alpha_c_p1w": 0.000906765749287386, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.022383331494586156, "ret_p1m": -0.09063017060222622, "ret_signed_p1m": -0.09063017060222622, "alpha_spy_p1m": -0.05586055811255508, "alpha_c_p1m": -0.05586055811255508, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.03476961248967114, "ret_p3m": 0.07691108139228864, "ret_signed_p3m": 0.07691108139228864, "alpha_spy_p3m": -0.04100067225462234, "alpha_c_p3m": -0.04100067225462234, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.11791175364691098, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09063017060222622, "alpha_spy_stated": -0.05586055811255508, "alpha_c_stated": -0.05586055811255508, "price_path": [0.1929, 0.1953, 0.1626, 0.1746, 0.1626, 0.1535, 0.1574, 0.1567, 0.1758, 0.1805, 0.1781, 0.1828, 0.1856, 0.1856, 0.1849, 0.1834, 0.1843, 0.1749, 0.1749, 0.149, 0.1488, 0.1625, 0.1746, 0.1615, 0.1644, 0.1593, 0.1435, 0.116, 0.1094, 0.1172, 0.1172, 0.1042, 0.0789, 0.096, 0.132, 0.1425, 0.1675, 0.1701, 0.0532, 0.0454, 0.0286, -0.001, 0.0063, -0.0436, -0.0255, 0.0048, 0.004, -0.0176, -0.0238, -0.025, -0.025, -0.0359, -0.0292, -0.0298, -0.0328, -0.0638, -0.0528, -0.0245, -0.0218, -0.0437, -0.0295, -0.0164, -0.0133, 0.0, -0.0042, -0.0031, -0.012, -0.0141, -0.0215, -0.0368, -0.0261, -0.0274, -0.046, -0.0527, -0.0702, -0.0674, -0.0924, -0.0965, -0.1089, -0.1313, -0.1259, -0.0986, -0.1006, -0.0906, -0.0906, -0.092, -0.0935, -0.0885, -0.0916, -0.0969, -0.0641, -0.0428, 0.0013, 0.0233, 0.0295, 0.018, 0.0328, 0.0542, 0.0123, 0.0339, 0.0344, 0.0452, 0.0336, -0.0071, 0.0092, 0.0072, 0.0017, 0.008, 0.0246, 0.0108, 0.0048, -0.0071, -0.0133, -0.003, 0.0274, 0.0313, 0.0164, 0.0253, 0.0227, 0.0214, 0.0214, 0.0152, 0.007, 0.042, 0.0987, 0.1238, 0.0769, 0.0428, 0.0446, 0.0168, 0.0048, -0.0156, -0.0303, -0.0475, -0.0465, -0.0245, -0.039, -0.0754, -0.0742, -0.0742, -0.1036, -0.0875, -0.1082, -0.139, -0.0899, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2024156870911353313", "ticker_idx": 0, "ts": "2026-02-18T16:19:39+00:00", "symbol": "SIMO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I love $SIMO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses SIMO as a play on NAND controller duopoly exposure.", "resolved_tickers": ["SIMO"], "resolution_method": "identity", "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 love $SIMO", "reply_text": null, "parent_text": "$SIMO for NAND exposure is another trade idea that I took positions in today. \n\nSIMO operates effectively as a duopoly (alongside Phison) for merchant controllers and supplies basically: \n\n- Samsung\n- SK Hynix\n- $MU\n- $WDC\n- Kioxia\n- YMTC, and others. \n\n- Revenue: Q4 2025 reached https://t.co/1KDIRNWp60", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": -0.010545217043490207, "ret_signed_m1d": -0.010545217043490207, "alpha_spy_m1d": -0.0055327607816705315, "alpha_c_m1d": 0.0016714310633398899, "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": -0.003389575181920068, "ret_signed_p1d": -0.003389575181920068, "alpha_spy_p1d": -0.0007522308583705062, "alpha_c_p1d": 0.0023066450470738964, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.0056962202289939645, "ret_p1w": 0.07720701584823053, "ret_signed_p1w": 0.07720701584823053, "alpha_spy_p1w": 0.06721116078289868, "alpha_c_p1w": 0.04421703579284242, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.03298998005538811, "ret_p1m": -0.03962028834250342, "ret_signed_p1m": -0.03962028834250342, "alpha_spy_p1m": -0.0010214336176355143, "alpha_c_p1m": 0.003113864819274559, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.04273415316177798, "ret_p3m": 0.8096596500736686, "ret_signed_p3m": 0.8096596500736686, "alpha_spy_p3m": 0.7304259515760017, "alpha_c_p3m": 0.48579590190986455, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.32386374816380403, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03962028834250342, "alpha_spy_stated": -0.0010214336176355143, "alpha_c_stated": 0.003113864819274559, "price_path": [-0.3919, -0.3709, -0.3644, -0.3428, -0.3428, -0.3325, -0.3343, -0.3349, -0.3175, -0.317, -0.3081, -0.3033, -0.2904, -0.2817, -0.3002, -0.3418, -0.3467, -0.3584, -0.3656, -0.3505, -0.334, -0.328, -0.3274, -0.3316, -0.3316, -0.3229, -0.3312, -0.3212, -0.3044, -0.3044, -0.2965, -0.2978, -0.2105, -0.0911, -0.1669, -0.1512, -0.1347, -0.1479, -0.1615, -0.1492, -0.1531, -0.1531, -0.152, -0.116, -0.135, -0.1526, -0.151, -0.1278, -0.1213, -0.1283, -0.1076, -0.1014, -0.0964, -0.0367, -0.0532, -0.0391, 0.0321, -0.0146, 0.0541, 0.0421, 0.0265, 0.0265, -0.0105, 0.0, -0.0034, 0.016, 0.0256, 0.0236, 0.0772, -0.0127, -0.0266, -0.0269, -0.1004, -0.0788, -0.0678, -0.1085, -0.0838, -0.0752, -0.0687, -0.0953, -0.0716, -0.0511, -0.0496, -0.0554, -0.0396, -0.0678, -0.068, -0.1064, -0.1644, -0.1622, -0.171, -0.2057, -0.1542, -0.1189, -0.1421, -0.1421, -0.1218, -0.1186, -0.0829, -0.0434, -0.0456, -0.0509, -0.0197, 0.0472, 0.0319, 0.0524, 0.0447, 0.073, 0.0692, 0.0696, 0.1559, 0.1113, 0.1237, 0.6383, 0.6479, 0.7665, 0.7111, 0.7958, 0.8451, 0.8319, 0.914, 0.9779, 0.9527, 1.0369, 0.9915, 0.9624, 0.8097, 0.909, 0.9475, 0.9889, 1.0842, 1.0842, 1.1913, 1.151, 1.1318, 1.0898, 1.0232, 1.2739, 1.3139, 1.2241, 0.9526, 0.9867, 0.9605, 0.8996, 1.0707, 1.1171, 1.0862, 1.1336, 1.3181, 1.4278, 1.4278, 1.5429, 1.4077, 1.4278, 1.455, 1.3042, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2014381225973104957", "ticker_idx": 0, "ts": "2026-01-22T16:54:44+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Feel sorry for anyone who panicked", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implicitly bullish on $TE; dismisses short-seller hit report and regrets any panic selling.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@spacanpanman Feel sorry for anyone who panicked", "reply_text": null, "parent_text": "$TE: One great thing about short sellers publishing hit job reports is that you get to see the other side's arguments\n\nMore often than not, it ends up being sensationalistic garbage which then gives you *higher* confidence and conviction in your investment https://t.co/AmHXxpWmzJ", "quoted_text": null, "parent_author": "spacanpanman", "ret_m1d": -0.06571083887905782, "ret_signed_m1d": -0.06571083887905782, "alpha_spy_m1d": -0.06051472186440854, "alpha_c_m1d": -0.07090729747204338, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": 0.0051964585929855645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015531674578061816, "ret_signed_p1d": 0.015531674578061816, "alpha_spy_p1d": 0.015168939389088143, "alpha_c_p1d": 0.02326574669470438, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.007734072116642565, "ret_p1w": 0.060931927820184084, "ret_signed_p1w": 0.060931927820184084, "alpha_spy_p1w": 0.053587809326807845, "alpha_c_p1w": 0.058756711348190827, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.0021752164719932576, "ret_p1m": -0.2580645014271503, "ret_signed_p1m": -0.2580645014271503, "alpha_spy_p1m": -0.25871765631935073, "alpha_c_p1m": -0.3289407450584392, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.07087624363128886, "ret_p3m": -0.39187572016939165, "ret_signed_p3m": -0.39187572016939165, "alpha_spy_p3m": -0.41658303615431125, "alpha_c_p3m": -0.43067778566575377, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.038802065496362115, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2580645014271503, "alpha_spy_stated": -0.25871765631935073, "alpha_c_stated": -0.3289407450584392, "price_path": [-0.5424, -0.5579, -0.5699, -0.5651, -0.5556, -0.5914, -0.5603, -0.5114, -0.5603, -0.5448, -0.4624, -0.4731, -0.54, -0.583, -0.5986, -0.6201, -0.6344, -0.6547, -0.675, -0.675, -0.6249, -0.6069, -0.5412, -0.5412, -0.5078, -0.4659, -0.4337, -0.46, -0.3895, -0.3035, -0.2808, -0.1959, -0.2652, -0.2987, -0.3608, -0.3955, -0.3501, -0.3524, -0.2808, -0.2318, -0.1278, -0.1505, -0.1577, -0.1577, -0.1876, -0.233, -0.2234, -0.2019, -0.2019, -0.0633, -0.0203, -0.086, -0.1302, -0.1864, -0.1708, -0.1386, -0.0609, -0.0609, -0.1147, -0.0239, -0.0239, -0.0108, -0.0657, 0.0, 0.0155, -0.0275, 0.0896, 0.1338, 0.0609, -0.0048, 0.0346, 0.086, -0.0765, -0.1314, -0.0119, -0.0872, -0.1027, -0.1816, -0.2581, -0.2688, -0.2688, -0.2306, -0.2282, -0.2461, -0.2581, -0.2485, -0.1529, -0.1374, -0.129, -0.264, -0.1828, -0.2222, -0.1517, -0.1864, -0.1971, -0.1446, -0.0466, -0.0275, -0.0753, -0.0896, -0.0777, -0.0693, -0.1243, -0.0789, -0.2115, -0.1828, -0.2103, -0.2019, -0.2497, -0.3118, -0.3286, -0.4755, -0.4648, -0.4994, -0.4994, -0.5161, -0.5305, -0.5018, -0.5006, -0.4397, -0.3895, -0.4194, -0.362, -0.4038, -0.399, -0.405, -0.3919, -0.356, -0.356, -0.368, -0.3656, -0.4146, -0.4158, -0.4265, -0.3847, -0.3907, -0.362, -0.3704, -0.3847, -0.264, -0.2784, -0.3011, -0.3297, -0.3154, -0.3226, -0.1637, -0.178, 0.0394, 0.0418, -0.0346, -0.0346, 0.2485, 0.3094, 0.2927, 0.2616, 0.2437, 0.4385, 0.374, 0.3931, 0.1266, 0.0908, 0.0108, -0.0765, 0.0119, 0.0155, 0.0657, 0.0311, 0.08, 0.1171, 0.1171, 0.2425, 0.1039, 0.0191, 0.0155, -0.0191, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2063348869509849454", "ticker_idx": 0, "ts": "2026-06-06T19:54:40+00:00", "symbol": "Sandisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "just go 2x leverage on sandisk and intel", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses levered long Sandisk and Intel from the parent's trade idea.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "Same as SanDisk; relisted as SNDK post WD spin-off", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bubbleboi just go 2x leverage on sandisk and intel", "reply_text": null, "parent_text": "Ok so the trade is short Samsung Micron / Long Sandisk Intel", "quoted_text": null, "parent_author": "bubbleboi", "ret_m1d": -0.05035326048169153, "ret_signed_m1d": -0.05035326048169153, "alpha_spy_m1d": -0.04809420276951348, "alpha_c_m1d": -0.029286899166683145, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": -0.021066361315008386, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002764944617844156, "ret_signed_p1d": 0.002764944617844156, "alpha_spy_p1d": 0.0057003951686519505, "alpha_c_p1d": 0.021279391105062828, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": -0.018514446487218672, "ret_p1w": 0.2837150471509593, "ret_signed_p1w": 0.2837150471509593, "alpha_spy_p1w": 0.262598114052345, "alpha_c_p1w": 0.24239677071785048, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.041318276433108814, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6008, -0.6231, -0.5971, -0.5715, -0.5614, -0.541, -0.5298, -0.5678, -0.5722, -0.5722, -0.5872, -0.6327, -0.625, -0.6513, -0.6131, -0.5781, -0.5727, -0.5727, -0.5587, -0.5671, -0.5244, -0.4814, -0.4813, -0.4199, -0.4248, -0.4569, -0.44, -0.4391, -0.444, -0.4498, -0.4037, -0.4321, -0.3971, -0.3482, -0.3896, -0.3519, -0.3322, -0.2771, -0.2352, -0.1435, -0.1413, -0.1839, -0.0485, -0.0575, -0.1157, -0.1186, -0.1579, -0.1427, -0.1882, -0.1576, -0.1519, -0.0608, -0.0995, -0.0995, -0.0319, -0.0317, -0.0002, 0.0323, 0.0727, 0.0453, 0.1154, 0.0717, -0.0504, 0.0, 0.0028, 0.0007, 0.1459, 0.2059, 0.2837, 0.2129, 0.1929, 0.3305, 0.3305, 0.3847, 0.1959, 0.1659, 0.422, 0.2733, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2063348869509849454", "ticker_idx": 1, "ts": "2026-06-06T19:54:40+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "just go 2x leverage on sandisk and intel", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses levered long Sandisk and Intel from the parent's trade idea.", "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": "@bubbleboi just go 2x leverage on sandisk and intel", "reply_text": null, "parent_text": "Ok so the trade is short Samsung Micron / Long Sandisk Intel", "quoted_text": null, "parent_author": "bubbleboi", "ret_m1d": -0.10066200065327602, "ret_signed_m1d": -0.10066200065327602, "alpha_spy_m1d": -0.09840294294109797, "alpha_c_m1d": -0.05306608654779321, "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": -0.021311313554563838, "ret_signed_p1d": -0.021311313554563838, "alpha_spy_p1d": -0.018375863003756043, "alpha_c_p1d": -0.009358050715329025, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": -0.011953262839234813, "ret_p1w": 0.15951758867121701, "ret_signed_p1w": 0.15951758867121701, "alpha_spy_p1w": 0.13840065557260273, "alpha_c_p1w": 0.07770000702306978, "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": [-0.5649, -0.5896, -0.5849, -0.585, -0.6004, -0.5916, -0.5812, -0.6022, -0.6009, -0.6004, -0.5721, -0.6001, -0.6089, -0.6265, -0.5998, -0.5644, -0.5431, -0.5431, -0.5395, -0.5202, -0.4654, -0.4403, -0.4343, -0.4089, -0.4213, -0.4111, -0.3788, -0.3788, -0.4042, -0.3991, -0.4081, -0.3944, -0.2515, -0.2293, -0.2335, -0.1407, -0.1432, -0.0966, -0.1314, -0.0192, 0.0248, -0.0059, 0.1329, 0.1738, 0.0938, 0.0909, 0.0513, -0.0136, -0.019, 0.0048, 0.0788, 0.0746, 0.0868, 0.0868, 0.1202, 0.1043, 0.0963, 0.04, -0.0085, -0.0212, 0.0221, 0.0137, -0.1007, 0.0, -0.0213, -0.0293, 0.0607, 0.1297, 0.1595, 0.0615, 0.0982, 0.2151, 0.2151, 0.2781, 0.1996, 0.1939, 0.205, 0.1637, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2001842650232606809", "ticker_idx": 0, "ts": "2025-12-19T02:30:54+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this deployment strengthens Nebius's position in serving customers that require highly coupled compute rather than loosely connected GPU capacity", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: first EU GB300 NVL72 deployment strengthens platform differentiation in sovereign AI and foundation model training.", "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\n\nNebius announced the first live deployment in Europe of NVIDIA’s GB300 NVL72 system, which is best understood not as individual GPUs, but as a tightly integrated computing unit designed to function like a single, very large supercomputer. The system links 72 of NVIDIA’s newest Blackwell Ultra GPUs together using NVLink, allowing them to share data at extremely high speeds with very low latency. This matters because many advanced AI workloads break down if GPUs cannot communicate quickly enough, even if raw compute power is available.\n\nCompared to prior-generation Hopper systems, this architecture materially improves both training and inference efficiency. For training large models, faster communication between GPUs means less idle time and more effective scaling as models grow. For inference, the benefit shows up as higher token throughput per user and better support for real-time workloads such as video generation or interactive AI applications. The gains are not simply about speed, but about enabling types of workloads that were previously difficult or inefficient to run at scale.\n\nAt a platform level, this deployment strengthens Nebius’s position in serving customers that require highly coupled compute rather than loosely connected GPU capacity. This includes foundation model developers, enterprises building agent-based systems, and governments pursuing sovereign AI initiatives where performance, data locality, and control over infrastructure are critical. The broader takeaway is that AI infrastructure differentiation is increasingly driven by system architecture and networking, not just access to the latest GPUs.\n\nCombined with Nebius AI Cloud’s elasticity and native AI/ML tooling, this unlocks foundation model training, agentic systems and sovereign AI initiatives at a new level of scale.\n\nDetails here: https://t.co/BfPDHzf05U", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12709594078852937, "ret_signed_m1d": -0.12709594078852937, "alpha_spy_m1d": -0.11811384385638768, "alpha_c_m1d": -0.12666688114864477, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.00042905963988459916, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0421417875144523, "ret_signed_p1d": 0.0421417875144523, "alpha_spy_p1d": 0.03591198366401871, "alpha_c_p1d": 0.03769889938940785, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.004442888125044453, "ret_p1w": -0.02090322787524601, "ret_signed_p1w": -0.02090322787524601, "alpha_spy_p1w": -0.035184895428750695, "alpha_c_p1w": -0.03662521784249162, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.01572198996724561, "ret_p1m": 0.21540358226770406, "ret_signed_p1m": 0.21540358226770406, "alpha_spy_p1m": 0.19913838483701585, "alpha_c_p1m": 0.22378966987343696, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": -0.008386087605732895, "ret_p3m": 0.32528502986729757, "ret_signed_p3m": 0.32528502986729757, "alpha_spy_p3m": 0.35343716185763785, "alpha_c_p3m": 0.3466721399088062, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.021387110041508617, "ret_p6m": 1.9071094342248704, "ret_signed_p6m": 1.9071094342248704, "alpha_spy_p6m": 1.7949987496334383, "alpha_c_p6m": 1.9380707716171142, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": -0.030961337392243715, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21540358226770406, "alpha_spy_stated": 0.19913838483701585, "alpha_c_stated": 0.22378966987343696, "price_path": [0.205, 0.2657, 0.2066, 0.2039, 0.2321, 0.255, 0.2923, 0.407, 0.4306, 0.3966, 0.3157, 0.3637, 0.4827, 0.4485, 0.5142, 0.4325, 0.4066, 0.3754, 0.2681, 0.2184, 0.1657, 0.1024, 0.1867, 0.3108, 0.4021, 0.3618, 0.3984, 0.3881, 0.4623, 0.3466, 0.2356, 0.3078, 0.2233, 0.2439, 0.229, 0.1426, 0.0548, -0.0093, -0.0662, -0.0389, 0.0121, 0.0627, -0.0539, -0.0693, 0.0273, -0.0065, 0.0585, 0.0585, 0.0605, 0.1195, 0.0781, 0.1057, 0.1491, 0.0959, 0.1215, 0.0777, 0.0462, 0.0539, -0.0198, -0.093, -0.0951, -0.1566, -0.1271, 0.0, 0.0421, 0.0064, 0.0187, 0.0187, -0.0209, -0.0382, -0.048, -0.0643, -0.0643, 0.0055, 0.0377, 0.1205, 0.0755, 0.0876, 0.0947, 0.1998, 0.1785, 0.14, 0.1612, 0.2154, 0.2154, 0.1099, 0.1052, 0.0826, 0.0563, 0.0224, 0.094, 0.1226, 0.0609, -0.0477, -0.0145, 0.0055, -0.079, -0.1743, -0.0376, 0.0382, 0.026, -0.0095, 0.003, 0.0956, 0.0956, 0.0901, 0.1379, 0.2029, 0.0946, 0.1246, 0.1467, 0.1862, 0.1724, 0.0193, 0.0173, -0.0297, 0.093, 0.0692, -0.0015, 0.0613, 0.0779, 0.2519, 0.2077, 0.2626, 0.4515, 0.3004, 0.3253, 0.3584, 0.3148, 0.276, 0.2845, 0.2865, 0.1846, 0.127, 0.0313, 0.1598, 0.1396, 0.2164, 0.2164, 0.258, 0.3123, 0.3973, 0.5239, 0.6205, 0.7277, 0.8102, 0.8642, 0.8482, 0.7565, 0.7791, 0.7499, 0.7454, 0.7559, 0.645, 0.6204, 0.5148, 0.5782, 0.5452, 0.7269, 0.9721, 0.9665, 1.1808, 1.0654, 0.9791, 1.0803, 1.0021, 1.3169, 1.4721, 1.4585, 1.2341, 1.2103, 1.1442, 1.4584, 1.4007, 1.4007, 1.3257, 1.3292, 1.5301, 1.5832, 1.9567, 1.9128, 1.8133, 1.9026, 1.5465, 1.4368, 1.4605, 1.3663, 1.4842, 1.5974, 1.9071]}
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{"unit_id": "orig:2001777512339378371", "ticker_idx": 0, "ts": "2025-12-18T22:12:04+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A core AI infrastructure and cloud beneficiary... a renewed AI rally would likely refocus attention on Oracle's role in data, cloud workloads, and enterprise AI deployment", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Five AI-levered stocks — ORCL, NBIS, BE, SNDK, MU — expected to rally if OpenAI's $100B raise at $830B reignites the AI trade.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "BREAKING: OPENAI TARGETS $100B RAISE AT ~$830B VALUATION\n\nIf this happens I fully expect the AI trade to turn back on. Here are five stocks that would likely benefit the most:\n\n$ORCL: A core AI infrastructure and cloud beneficiary. Shares are well off highs as investors questioned the pace and durability of AI-driven capex, but a renewed AI rally would likely refocus attention on Oracle’s role in data, cloud workloads, and enterprise AI deployment.\n\n$NBIS: High-beta neocloud exposure that sold off alongside broader concerns around data center demand and inference economics. If confidence returns around sustained AI inference growth and capacity tightness, this is the type of name that historically snaps back hard.\n\n$BE: Power remains the key bottleneck for AI and data centers. The stock has pulled back as near-term AI enthusiasm cooled, but any renewed rally in AI would likely bring power scarcity and on-site generation back into focus.\n\n$SNDK: A memory and storage lever to AI intensity. The name has reset as the market priced in pauses or delays in AI spending, but a re-acceleration in AI workloads would directly translate into higher storage and memory demand.\n\n$MU: The cleanest public AI memory proxy. After pulling back from highs on broader AI de-risking, Micron tends to outperform when the market shifts back toward a risk-on view of AI capex and long-term demand.\n\nhttps://t.co/a7VGHm2yVJ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.062197329421231684, "ret_signed_m1d": -0.062197329421231684, "alpha_spy_m1d": -0.05321523248908999, "alpha_c_m1d": -0.05321523248908999, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.008982096932141692, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033390631845251484, "ret_signed_p1d": 0.033390631845251484, "alpha_spy_p1d": 0.027160827994817893, "alpha_c_p1d": 0.027160827994817893, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.006229803850433591, "ret_p1w": 0.03135905917624182, "ret_signed_p1w": 0.03135905917624182, "alpha_spy_p1w": 0.017077391622737137, "alpha_c_p1w": 0.017077391622737137, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.014281667553504684, "ret_p1m": -0.001952798544734069, "ret_signed_p1m": -0.001952798544734069, "alpha_spy_p1m": -0.018217995975422285, "alpha_c_p1m": -0.018217995975422285, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.016265197430688216, "ret_p3m": -0.20141607884642054, "ret_signed_p3m": -0.20141607884642054, "alpha_spy_p3m": -0.17326394685608026, "alpha_c_p3m": -0.17326394685608026, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.02815213199034028, "ret_p6m": 0.009656747951432898, "ret_signed_p6m": 0.009656747951432898, "alpha_spy_p6m": -0.10245393663999924, "alpha_c_p6m": -0.10245393663999924, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.11211068459143214, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.001952798544734069, "alpha_spy_stated": -0.018217995975422285, "alpha_c_stated": -0.018217995975422285, "price_path": [0.632, 0.604, 0.515, 0.474, 0.4704, 0.4625, 0.5029, 0.5017, 0.488, 0.5163, 0.4781, 0.5009, 0.5469, 0.5261, 0.6045, 0.5575, 0.5816, 0.6305, 0.5175, 0.4439, 0.4333, 0.4203, 0.4589, 0.4759, 0.4659, 0.4629, 0.4341, 0.3382, 0.368, 0.3432, 0.2928, 0.3039, 0.27, 0.2463, 0.2545, 0.2301, 0.1824, 0.1334, 0.1609, 0.1453, 0.1486, 0.1748, 0.0975, 0.0354, 0.0433, 0.0264, 0.0677, 0.0677, 0.052, 0.0467, 0.0476, 0.0821, 0.1165, 0.1334, 0.1488, 0.154, 0.1617, 0.0358, -0.0104, -0.0367, -0.0173, -0.0704, -0.0622, 0.0, 0.0334, 0.0176, 0.0288, 0.0288, 0.0314, 0.0178, 0.0273, 0.0153, 0.0153, 0.0195, 0.0032, 0.0093, 0.0045, -0.0121, 0.0369, 0.069, 0.0565, 0.0112, -0.0084, -0.002, -0.002, -0.0603, -0.0918, -0.0694, -0.0747, -0.0471, -0.0865, -0.0975, -0.1173, -0.1404, -0.164, -0.1922, -0.234, -0.2872, -0.2541, -0.1821, -0.1649, -0.1792, -0.1827, -0.1636, -0.1636, -0.1958, -0.1843, -0.1824, -0.2266, -0.2619, -0.2367, -0.2276, -0.2149, -0.2406, -0.2205, -0.2217, -0.2042, -0.1915, -0.2011, -0.2084, -0.2197, -0.148, -0.1687, -0.1899, -0.1854, -0.1921, -0.2014, -0.1877, -0.2182, -0.1939, -0.2318, -0.2373, -0.2541, -0.2706, -0.2751, -0.2317, -0.2415, -0.2355, -0.2355, -0.2399, -0.2522, -0.2497, -0.2775, -0.2762, -0.1844, -0.1457, -0.11, -0.0653, -0.0825, -0.0693, -0.0505, -0.0173, -0.0761, -0.0918, -0.0935, -0.1302, -0.1413, -0.1541, -0.0994, -0.0551, -0.0286, 0.0169, 0.0199, 0.027, 0.0159, -0.0208, -0.0054, 0.0252, 0.0113, -0.0219, -0.0489, -0.0138, -0.0054, 0.0067, 0.0067, 0.0119, 0.0009, 0.0676, 0.1833, 0.3006, 0.2819, 0.2072, 0.2387, 0.1199, 0.1102, 0.0787, 0.0548, -0.0351, -0.0349, 0.0097]}
{"unit_id": "orig:2001777512339378371", "ticker_idx": 1, "ts": "2025-12-18T22:12:04+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "High-beta neocloud exposure... this is the type of name that historically snaps back hard", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Five AI-levered stocks — ORCL, NBIS, BE, SNDK, MU — expected to rally if OpenAI's $100B raise at $830B reignites the AI trade.", "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": "BREAKING: OPENAI TARGETS $100B RAISE AT ~$830B VALUATION\n\nIf this happens I fully expect the AI trade to turn back on. Here are five stocks that would likely benefit the most:\n\n$ORCL: A core AI infrastructure and cloud beneficiary. Shares are well off highs as investors questioned the pace and durability of AI-driven capex, but a renewed AI rally would likely refocus attention on Oracle’s role in data, cloud workloads, and enterprise AI deployment.\n\n$NBIS: High-beta neocloud exposure that sold off alongside broader concerns around data center demand and inference economics. If confidence returns around sustained AI inference growth and capacity tightness, this is the type of name that historically snaps back hard.\n\n$BE: Power remains the key bottleneck for AI and data centers. The stock has pulled back as near-term AI enthusiasm cooled, but any renewed rally in AI would likely bring power scarcity and on-site generation back into focus.\n\n$SNDK: A memory and storage lever to AI intensity. The name has reset as the market priced in pauses or delays in AI spending, but a re-acceleration in AI workloads would directly translate into higher storage and memory demand.\n\n$MU: The cleanest public AI memory proxy. After pulling back from highs on broader AI de-risking, Micron tends to outperform when the market shifts back toward a risk-on view of AI capex and long-term demand.\n\nhttps://t.co/a7VGHm2yVJ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12709594078852937, "ret_signed_m1d": -0.12709594078852937, "alpha_spy_m1d": -0.11811384385638768, "alpha_c_m1d": -0.12666688114864477, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.00042905963988459916, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0421417875144523, "ret_signed_p1d": 0.0421417875144523, "alpha_spy_p1d": 0.03591198366401871, "alpha_c_p1d": 0.03769889938940785, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.004442888125044453, "ret_p1w": -0.02090322787524601, "ret_signed_p1w": -0.02090322787524601, "alpha_spy_p1w": -0.035184895428750695, "alpha_c_p1w": -0.03662521784249162, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.01572198996724561, "ret_p1m": 0.21540358226770406, "ret_signed_p1m": 0.21540358226770406, "alpha_spy_p1m": 0.19913838483701585, "alpha_c_p1m": 0.22378966987343696, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": -0.008386087605732895, "ret_p3m": 0.32528502986729757, "ret_signed_p3m": 0.32528502986729757, "alpha_spy_p3m": 0.35343716185763785, "alpha_c_p3m": 0.3466721399088062, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.021387110041508617, "ret_p6m": 1.9071094342248704, "ret_signed_p6m": 1.9071094342248704, "alpha_spy_p6m": 1.7949987496334383, "alpha_c_p6m": 1.9380707716171142, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": -0.030961337392243715, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21540358226770406, "alpha_spy_stated": 0.19913838483701585, "alpha_c_stated": 0.22378966987343696, "price_path": [0.205, 0.2657, 0.2066, 0.2039, 0.2321, 0.255, 0.2923, 0.407, 0.4306, 0.3966, 0.3157, 0.3637, 0.4827, 0.4485, 0.5142, 0.4325, 0.4066, 0.3754, 0.2681, 0.2184, 0.1657, 0.1024, 0.1867, 0.3108, 0.4021, 0.3618, 0.3984, 0.3881, 0.4623, 0.3466, 0.2356, 0.3078, 0.2233, 0.2439, 0.229, 0.1426, 0.0548, -0.0093, -0.0662, -0.0389, 0.0121, 0.0627, -0.0539, -0.0693, 0.0273, -0.0065, 0.0585, 0.0585, 0.0605, 0.1195, 0.0781, 0.1057, 0.1491, 0.0959, 0.1215, 0.0777, 0.0462, 0.0539, -0.0198, -0.093, -0.0951, -0.1566, -0.1271, 0.0, 0.0421, 0.0064, 0.0187, 0.0187, -0.0209, -0.0382, -0.048, -0.0643, -0.0643, 0.0055, 0.0377, 0.1205, 0.0755, 0.0876, 0.0947, 0.1998, 0.1785, 0.14, 0.1612, 0.2154, 0.2154, 0.1099, 0.1052, 0.0826, 0.0563, 0.0224, 0.094, 0.1226, 0.0609, -0.0477, -0.0145, 0.0055, -0.079, -0.1743, -0.0376, 0.0382, 0.026, -0.0095, 0.003, 0.0956, 0.0956, 0.0901, 0.1379, 0.2029, 0.0946, 0.1246, 0.1467, 0.1862, 0.1724, 0.0193, 0.0173, -0.0297, 0.093, 0.0692, -0.0015, 0.0613, 0.0779, 0.2519, 0.2077, 0.2626, 0.4515, 0.3004, 0.3253, 0.3584, 0.3148, 0.276, 0.2845, 0.2865, 0.1846, 0.127, 0.0313, 0.1598, 0.1396, 0.2164, 0.2164, 0.258, 0.3123, 0.3973, 0.5239, 0.6205, 0.7277, 0.8102, 0.8642, 0.8482, 0.7565, 0.7791, 0.7499, 0.7454, 0.7559, 0.645, 0.6204, 0.5148, 0.5782, 0.5452, 0.7269, 0.9721, 0.9665, 1.1808, 1.0654, 0.9791, 1.0803, 1.0021, 1.3169, 1.4721, 1.4585, 1.2341, 1.2103, 1.1442, 1.4584, 1.4007, 1.4007, 1.3257, 1.3292, 1.5301, 1.5832, 1.9567, 1.9128, 1.8133, 1.9026, 1.5465, 1.4368, 1.4605, 1.3663, 1.4842, 1.5974, 1.9071]}
{"unit_id": "orig:2001777512339378371", "ticker_idx": 2, "ts": "2025-12-18T22:12:04+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "any renewed rally in AI would likely bring power scarcity and on-site generation back into focus", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Five AI-levered stocks — ORCL, NBIS, BE, SNDK, MU — expected to rally if OpenAI's $100B raise at $830B reignites the AI trade.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "BREAKING: OPENAI TARGETS $100B RAISE AT ~$830B VALUATION\n\nIf this happens I fully expect the AI trade to turn back on. Here are five stocks that would likely benefit the most:\n\n$ORCL: A core AI infrastructure and cloud beneficiary. Shares are well off highs as investors questioned the pace and durability of AI-driven capex, but a renewed AI rally would likely refocus attention on Oracle’s role in data, cloud workloads, and enterprise AI deployment.\n\n$NBIS: High-beta neocloud exposure that sold off alongside broader concerns around data center demand and inference economics. If confidence returns around sustained AI inference growth and capacity tightness, this is the type of name that historically snaps back hard.\n\n$BE: Power remains the key bottleneck for AI and data centers. The stock has pulled back as near-term AI enthusiasm cooled, but any renewed rally in AI would likely bring power scarcity and on-site generation back into focus.\n\n$SNDK: A memory and storage lever to AI intensity. The name has reset as the market priced in pauses or delays in AI spending, but a re-acceleration in AI workloads would directly translate into higher storage and memory demand.\n\n$MU: The cleanest public AI memory proxy. After pulling back from highs on broader AI de-risking, Micron tends to outperform when the market shifts back toward a risk-on view of AI capex and long-term demand.\n\nhttps://t.co/a7VGHm2yVJ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0969376338655098, "ret_signed_m1d": -0.0969376338655098, "alpha_spy_m1d": -0.0879555369333681, "alpha_c_m1d": -0.0884042728282971, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.008533361037212694, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038730043382410706, "ret_signed_p1d": 0.038730043382410706, "alpha_spy_p1d": 0.032500239531977115, "alpha_c_p1d": 0.027643883099601974, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.011086160282808732, "ret_p1w": 0.015311873621080663, "ret_signed_p1w": 0.015311873621080663, "alpha_spy_p1w": 0.0010302060675759783, "alpha_c_p1w": 0.003195508242331613, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.01211636537874905, "ret_p1m": 0.6831794698678857, "ret_signed_p1m": 0.6831794698678857, "alpha_spy_p1m": 0.6669142724371975, "alpha_c_p1m": 0.608679109957756, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.07450035991012971, "ret_p3m": 0.7628912673839947, "ret_signed_p3m": 0.7628912673839947, "alpha_spy_p3m": 0.791043399374335, "alpha_c_p3m": 0.6994642296947036, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.06342703768929114, "ret_p6m": 2.0905201637373554, "ret_signed_p6m": 2.0905201637373554, "alpha_spy_p6m": 1.9784094791459232, "alpha_c_p6m": 1.9369480075581837, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.15357215617917164, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6831794698678857, "alpha_spy_stated": 0.6669142724371975, "alpha_c_stated": 0.608679109957756, "price_path": [-0.1288, -0.2211, -0.2266, -0.2083, -0.1714, -0.0478, 0.0154, -0.0092, 0.0166, -0.0208, -0.0311, -0.014, -0.0244, -0.022, 0.2374, 0.2842, 0.3125, 0.2958, 0.2553, 0.2279, 0.1752, 0.0625, 0.1419, 0.2427, 0.2219, 0.2754, 0.5054, 0.4394, 0.488, 0.6029, 0.4529, 0.5921, 0.5409, 0.5223, 0.5676, 0.4306, 0.4267, 0.1658, 0.2597, 0.2059, 0.1818, 0.2264, 0.0513, 0.0132, 0.0759, 0.0616, 0.1387, 0.1387, 0.2299, 0.1138, 0.1822, 0.154, 0.3295, 0.3418, 0.2586, 0.2322, 0.1404, 0.2271, 0.0694, 0.0086, -0.0136, -0.1334, -0.0969, 0.0, 0.0387, 0.0294, 0.0345, 0.0345, 0.0153, -0.0046, -0.0176, -0.0217, -0.0217, 0.1111, 0.1694, 0.1602, 0.2159, 0.3718, 0.5095, 0.541, 0.5736, 0.5026, 0.5669, 0.6832, 0.6832, 0.7085, 0.6951, 0.6396, 0.6313, 0.5719, 0.7148, 0.8621, 0.7621, 0.7042, 0.7578, 0.9015, 0.659, 0.5379, 0.6103, 0.747, 0.6742, 0.7512, 0.5653, 0.5733, 0.5733, 0.6361, 0.7707, 0.7901, 0.6612, 0.8045, 0.8712, 0.9677, 0.8979, 0.7526, 0.8689, 0.7228, 0.8552, 0.8013, 0.5221, 0.7037, 0.7338, 0.7925, 0.7695, 0.7396, 0.7302, 0.802, 0.7629, 0.8767, 0.6902, 0.5912, 0.6424, 0.6913, 0.5033, 0.5001, 0.3455, 0.5254, 0.4912, 0.527, 0.527, 0.5199, 0.5302, 0.6526, 0.8029, 0.8768, 0.9891, 1.466, 1.4076, 1.365, 1.3402, 1.4574, 1.4872, 1.5867, 1.6747, 1.6027, 1.6422, 1.5486, 2.2422, 2.1903, 2.2709, 2.2497, 2.3241, 2.214, 1.912, 1.9389, 2.1966, 2.1602, 2.2623, 2.416, 2.1068, 1.9127, 1.9424, 2.1785, 2.4663, 2.4057, 2.4057, 2.4046, 2.3078, 2.2651, 2.2087, 2.0794, 2.4097, 2.2349, 2.2805, 1.9679, 1.8549, 1.9229, 1.6371, 1.8021, 1.9297, 2.0905]}
{"unit_id": "orig:2001777512339378371", "ticker_idx": 3, "ts": "2025-12-18T22:12:04+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a re-acceleration in AI workloads would directly translate into higher storage and memory demand", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Five AI-levered stocks — ORCL, NBIS, BE, SNDK, MU — expected to rally if OpenAI's $100B raise at $830B reignites the AI trade.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "BREAKING: OPENAI TARGETS $100B RAISE AT ~$830B VALUATION\n\nIf this happens I fully expect the AI trade to turn back on. Here are five stocks that would likely benefit the most:\n\n$ORCL: A core AI infrastructure and cloud beneficiary. Shares are well off highs as investors questioned the pace and durability of AI-driven capex, but a renewed AI rally would likely refocus attention on Oracle’s role in data, cloud workloads, and enterprise AI deployment.\n\n$NBIS: High-beta neocloud exposure that sold off alongside broader concerns around data center demand and inference economics. If confidence returns around sustained AI inference growth and capacity tightness, this is the type of name that historically snaps back hard.\n\n$BE: Power remains the key bottleneck for AI and data centers. The stock has pulled back as near-term AI enthusiasm cooled, but any renewed rally in AI would likely bring power scarcity and on-site generation back into focus.\n\n$SNDK: A memory and storage lever to AI intensity. The name has reset as the market priced in pauses or delays in AI spending, but a re-acceleration in AI workloads would directly translate into higher storage and memory demand.\n\n$MU: The cleanest public AI memory proxy. After pulling back from highs on broader AI de-risking, Micron tends to outperform when the market shifts back toward a risk-on view of AI capex and long-term demand.\n\nhttps://t.co/a7VGHm2yVJ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0763856481202907, "ret_signed_m1d": -0.0763856481202907, "alpha_spy_m1d": -0.067403551188149, "alpha_c_m1d": -0.05522367684512597, "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": 0.014477515393164664, "ret_signed_p1d": 0.014477515393164664, "alpha_spy_p1d": 0.008247711542731073, "alpha_c_p1d": 0.009082219694368066, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.005395295698796598, "ret_p1w": 0.05235470901667205, "ret_signed_p1w": 0.05235470901667205, "alpha_spy_p1w": 0.03807304146316737, "alpha_c_p1w": 0.037470634191706376, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.014884074824965676, "ret_p1m": 0.7407516268453223, "ret_signed_p1m": 0.7407516268453223, "alpha_spy_p1m": 0.724486429414634, "alpha_c_p1m": 0.7321703447827126, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.008581282062609663, "ret_p3m": 2.1719624616194353, "ret_signed_p3m": 2.1719624616194353, "alpha_spy_p3m": 2.2001145936097757, "alpha_c_p3m": 2.2164352207632945, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.044472759143859286, "ret_p6m": 7.871091713342832, "ret_signed_p6m": 7.871091713342832, "alpha_spy_p6m": 7.7589810287514, "alpha_c_p6m": 7.5410798658764975, "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": 0.7407516268453223, "alpha_spy_stated": 0.724486429414634, "alpha_c_stated": 0.7321703447827126, "price_path": [-0.5522, -0.5799, -0.6032, -0.5913, -0.5223, -0.5278, -0.4903, -0.4775, -0.4596, -0.49, -0.491, -0.445, -0.4542, -0.508, -0.4335, -0.4643, -0.3927, -0.3928, -0.4101, -0.377, -0.3717, -0.3815, -0.297, -0.2165, -0.2572, -0.2613, -0.1399, -0.1759, -0.1611, -0.1288, -0.1811, -0.0888, -0.1259, 0.0079, 0.1277, 0.143, 0.1914, 0.0251, 0.0697, 0.119, 0.0308, 0.0351, -0.1753, -0.1571, -0.0448, -0.072, -0.095, -0.095, -0.0603, -0.1155, -0.1358, -0.1819, -0.1023, -0.0385, -0.0511, -0.0764, -0.02, 0.0168, -0.1323, -0.1504, -0.1191, -0.1295, -0.0764, 0.0, 0.0145, 0.0307, 0.0525, 0.0525, 0.0524, 0.0279, 0.011, -0.001, -0.001, 0.1584, 0.1535, 0.4714, 0.488, 0.4079, 0.5884, 0.6383, 0.6405, 0.6321, 0.7223, 0.7408, 0.7408, 0.907, 1.1097, 1.1188, 0.9942, 0.9814, 1.0261, 1.2206, 1.2697, 1.4252, 1.7997, 1.9271, 1.4601, 1.425, 1.5165, 1.4553, 1.2795, 1.5224, 1.6526, 1.6369, 1.6369, 1.4855, 1.5268, 1.6139, 1.7354, 1.805, 1.6873, 1.6614, 1.7436, 1.674, 1.6054, 1.3796, 1.5212, 1.3803, 1.2193, 1.4777, 1.6046, 1.7584, 1.6044, 1.7845, 1.9613, 2.0309, 2.172, 2.2494, 1.9869, 1.9565, 1.9564, 1.8528, 1.5385, 1.5918, 1.4094, 1.6739, 1.9154, 1.9527, 1.9527, 2.0497, 1.9915, 2.2865, 2.5839, 2.5847, 3.0087, 2.9748, 2.7529, 2.8697, 2.8761, 2.8425, 2.8024, 3.1205, 2.9242, 3.1661, 3.504, 3.2185, 3.4788, 3.6147, 3.9956, 4.2854, 4.9186, 4.934, 4.6393, 5.5752, 5.513, 5.1109, 5.0908, 4.8193, 4.924, 4.6101, 4.8217, 4.8607, 5.4906, 5.2232, 5.2232, 5.6897, 5.6914, 5.909, 6.1335, 6.4131, 6.2234, 6.708, 6.4057, 5.5625, 5.9105, 5.9296, 5.9157, 6.9185, 7.3334, 7.8711]}
{"unit_id": "orig:2001777512339378371", "ticker_idx": 4, "ts": "2025-12-18T22:12:04+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron tends to outperform when the market shifts back toward a risk-on view of AI capex and long-term demand", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Five AI-levered stocks — ORCL, NBIS, BE, SNDK, MU — expected to rally if OpenAI's $100B raise at $830B reignites the AI trade.", "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": "BREAKING: OPENAI TARGETS $100B RAISE AT ~$830B VALUATION\n\nIf this happens I fully expect the AI trade to turn back on. Here are five stocks that would likely benefit the most:\n\n$ORCL: A core AI infrastructure and cloud beneficiary. Shares are well off highs as investors questioned the pace and durability of AI-driven capex, but a renewed AI rally would likely refocus attention on Oracle’s role in data, cloud workloads, and enterprise AI deployment.\n\n$NBIS: High-beta neocloud exposure that sold off alongside broader concerns around data center demand and inference economics. If confidence returns around sustained AI inference growth and capacity tightness, this is the type of name that historically snaps back hard.\n\n$BE: Power remains the key bottleneck for AI and data centers. The stock has pulled back as near-term AI enthusiasm cooled, but any renewed rally in AI would likely bring power scarcity and on-site generation back into focus.\n\n$SNDK: A memory and storage lever to AI intensity. The name has reset as the market priced in pauses or delays in AI spending, but a re-acceleration in AI workloads would directly translate into higher storage and memory demand.\n\n$MU: The cleanest public AI memory proxy. After pulling back from highs on broader AI de-risking, Micron tends to outperform when the market shifts back toward a risk-on view of AI capex and long-term demand.\n\nhttps://t.co/a7VGHm2yVJ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06532035297806582, "ret_signed_m1d": -0.06532035297806582, "alpha_spy_m1d": -0.05633825604592413, "alpha_c_m1d": -0.0401119096482524, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.025208443329813424, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04012489533669705, "ret_signed_p1d": 0.04012489533669705, "alpha_spy_p1d": 0.03389509148626346, "alpha_c_p1d": 0.027242073212005113, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.01288282212469194, "ret_p1w": 0.07096131736210576, "ret_signed_p1w": 0.07096131736210576, "alpha_spy_p1w": 0.056679649808601074, "alpha_c_p1w": 0.040732565932151577, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.03022875142995418, "ret_p1m": 0.3646832420412818, "ret_signed_p1m": 0.3646832420412818, "alpha_spy_p1m": 0.34841804461059356, "alpha_c_p1m": 0.23722103958176044, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.12746220245952133, "ret_p3m": 0.7370508666523479, "ret_signed_p3m": 0.7370508666523479, "alpha_spy_p3m": 0.7652029986426881, "alpha_c_p3m": 0.6285115820969536, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.1085392845553943, "ret_p6m": 3.094790897365069, "ret_signed_p6m": 3.094790897365069, "alpha_spy_p6m": 2.982680212773637, "alpha_c_p6m": 2.272615675722162, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.8221752216429075, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3646832420412818, "alpha_spy_stated": 0.34841804461059356, "alpha_c_stated": 0.23722103958176044, "price_path": [-0.3746, -0.3923, -0.4106, -0.409, -0.384, -0.3712, -0.3154, -0.3094, -0.2937, -0.2819, -0.3017, -0.2609, -0.2767, -0.3171, -0.2751, -0.2966, -0.2782, -0.2384, -0.2389, -0.2224, -0.2393, -0.2536, -0.2227, -0.1764, -0.1723, -0.1655, -0.1478, -0.1576, -0.1585, -0.1174, -0.1801, -0.1069, -0.1038, -0.1053, -0.0475, -0.0933, -0.079, -0.1089, -0.0718, -0.0901, -0.1407, -0.1504, -0.2427, -0.2202, -0.1579, -0.1556, -0.1341, -0.1341, -0.1107, -0.0957, -0.0994, -0.1194, -0.1477, -0.1079, -0.0715, -0.0508, -0.0083, -0.0281, -0.0932, -0.1069, -0.1256, -0.1519, -0.0653, 0.0, 0.0401, 0.0389, 0.0781, 0.0781, 0.071, 0.1074, 0.1009, 0.0737, 0.0737, 0.1866, 0.1743, 0.292, 0.2774, 0.2303, 0.2982, 0.3012, 0.2721, 0.2541, 0.2664, 0.3647, 0.3647, 0.3731, 0.4639, 0.4957, 0.5035, 0.4638, 0.5433, 0.6375, 0.6395, 0.5608, 0.647, 0.578, 0.4273, 0.4405, 0.4848, 0.4427, 0.4042, 0.5437, 0.5574, 0.5487, 0.5487, 0.504, 0.5836, 0.5701, 0.6108, 0.5837, 0.5726, 0.6139, 0.5634, 0.5514, 0.5525, 0.4284, 0.5077, 0.4937, 0.3931, 0.4646, 0.5165, 0.5751, 0.5249, 0.6031, 0.6621, 0.7369, 0.7371, 0.6714, 0.591, 0.5212, 0.488, 0.4374, 0.3373, 0.3439, 0.2111, 0.2715, 0.3845, 0.3784, 0.3784, 0.4217, 0.4211, 0.5308, 0.5864, 0.5829, 0.6054, 0.7526, 0.7171, 0.7208, 0.7127, 0.6877, 0.6913, 0.8347, 0.813, 0.8695, 0.9742, 0.898, 0.9513, 0.9464, 1.0407, 1.1695, 1.4095, 1.5088, 1.4337, 1.8107, 1.9933, 1.8851, 2.0246, 1.9206, 1.7274, 1.5651, 1.6298, 1.7549, 1.8683, 1.8265, 1.8265, 2.3718, 2.4942, 2.4758, 2.6545, 2.8972, 3.0049, 3.0631, 2.7486, 2.2518, 2.5727, 2.5223, 2.3567, 2.7481, 2.6944, 3.0948]}
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{"unit_id": "quote:2068963391771754682", "ticker_idx": 0, "ts": "2026-06-22T07:44:46+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is a bull case on packaging. Samsung will use related party whenever they can but lets say SK, it could be $INTC and $AMKR handling it which is very bullish", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Vietnam's $3.5B/month memory imports from Korea seen as bullish for AMKR on packaging/test volumes from Korea memory demand.", "resolved_tickers": ["AMKR"], "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": "why is vietnam ordering 3.5b worth of memory every month from s korea? \n\nit’s not for clients or data centers in that country \n\nsamsung has packaging and test facilities in the country. $AMKR and $INTC also do and there's Hana micron (koreas main osat)\n\nI think some is consumer stuff for sure but this is a bull case on packaging. Samsung will use related party whenever they can but lets say SK, it could be $INTC  and $AMKR handling it which is very bullish", "reply_text": null, "parent_text": null, "quoted_text": "Korea's June Memory Semiconductor Exports Poised to Set a New All Time Record\n\nJune memory semiconductor exports extended their powerful upward run, with both export value and unit prices surging together on the back of AI demand and supply shortages. In particular, as the", "parent_author": null, "ret_m1d": -0.033030506322651476, "ret_signed_m1d": -0.033030506322651476, "alpha_spy_m1d": -0.03618742076225123, "alpha_c_m1d": -0.019530979294718143, "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": -0.07300910324156695, "ret_signed_p1d": -0.07300910324156695, "alpha_spy_p1d": -0.05848714923107534, "alpha_c_p1d": -0.0029548549377560462, "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": [-0.4669, -0.518, -0.5254, -0.5596, -0.5192, -0.5036, -0.5014, -0.5014, -0.4978, -0.4915, -0.4403, -0.4112, -0.3811, -0.3547, -0.3453, -0.3623, -0.3284, -0.2807, -0.2586, -0.2503, -0.2286, -0.2215, -0.1661, -0.1926, -0.2381, -0.2461, -0.2552, -0.2409, -0.2423, -0.1809, -0.1755, -0.2283, -0.182, -0.1811, -0.2157, -0.2034, -0.2303, -0.2488, -0.2949, -0.3002, -0.2687, -0.2964, -0.298, -0.298, -0.2156, -0.2292, -0.2464, -0.2573, -0.2232, -0.202, -0.1962, -0.2109, -0.3057, -0.27, -0.242, -0.2559, -0.186, -0.1151, -0.0867, -0.0748, -0.0761, -0.033, -0.033, 0.0, -0.073, -0.1153, -0.0848, -0.1585, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069561957338775807", "ticker_idx": 0, "ts": "2026-06-23T23:23:15+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "u wouldn't dare $MU", "tweet_type": "prediction", "timeline": "days", "summary": "Implies shorting MU into earnings is reckless; effectively bullish on MU into the print.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "u wouldn’t dare $MU https://t.co/klSsy7uvmK", "reply_text": null, "parent_text": null, "quoted_text": "imagine shorting $MU into earnings tomorrow https://t.co/9WvicAV7Fc", "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": "orig:2031771245436625407", "ticker_idx": 0, "ts": "2026-03-11T16:36:28+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NVIDIA INVESTS $2B IN NEBIUS TO SCALE AI INFERENCE DATA CENTER INFRASTRUCTURE", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Bloomberg report of NVDA's $2B investment in NBIS for AI inference infrastructure; sharing implies bullish on both.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $NBIS NVIDIA INVESTS $2B IN NEBIUS TO SCALE AI INFERENCE DATA CENTER INFRASTRUCTURE - BLOOMBERG\n\nNvidia announced a $2 billion investment in Nebius Group as part of a strategic partnership to develop artificial intelligence data center infrastructure. The deal is designed to accelerate deployment of Nvidia-based systems as demand for AI compute capacity expands globally.\n\nNebius plans to deploy more than 5 gigawatts of Nvidia systems by the end of the decade, equivalent to the electricity consumption of roughly 3.8 million homes. The company is targeting customized facilities optimized for AI inference workloads, which run models after training and support applications such as generative AI services.\n\nThe partnership reflects growing industry investment in infrastructure dedicated to AI inference as model deployment scales. While much early spending focused on training clusters, companies are increasingly building facilities optimized for high-volume inference demand.\n\nNebius expects to invest between $16 billion and $20 billion this year to expand its data center footprint. Nvidia has increasingly supported emerging infrastructure providers as a way to expand the ecosystem for its AI accelerators and capture growing demand for large-scale compute deployment.\n\nhttps://t.co/7aGAbJYOh6", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.006826788062445521, "ret_signed_m1d": -0.006826788062445521, "alpha_spy_m1d": -0.008083499953623674, "alpha_c_m1d": 0.0023994848305893823, "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": -0.015535083686109119, "ret_signed_p1d": -0.015535083686109119, "alpha_spy_p1d": -0.00035011741510593275, "alpha_c_p1d": 0.016632070730644988, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.03216715441675411, "ret_p1w": -0.030263924301511258, "ret_signed_p1w": -0.030263924301511258, "alpha_spy_p1w": -0.008233180585184074, "alpha_c_p1w": -0.011911219082535895, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.018352705218975363, "ret_p1m": -0.011395964136718395, "ret_signed_p1m": -0.011395964136718395, "alpha_spy_p1m": -0.01943458362255701, "alpha_c_p1m": -0.08440795543019475, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.07301199129347635, "ret_p3m": 0.12284670977195677, "ret_signed_p3m": 0.12284670977195677, "alpha_spy_p3m": 0.02687472903996646, "alpha_c_p3m": -0.36871246277194825, "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": -0.011395964136718395, "alpha_spy_stated": -0.01943458362255701, "alpha_c_stated": -0.08440795543019475, "price_path": [-0.0592, -0.0524, -0.0447, -0.0812, -0.064, -0.0271, -0.0126, 0.017, 0.0138, 0.0138, 0.0241, 0.0117, 0.0081, 0.0025, 0.0025, 0.0151, 0.0112, 0.0064, 0.0165, -0.0054, -0.0063, -0.0059, -0.0012, -0.0156, 0.0054, 0.001, 0.001, -0.0428, -0.0146, -0.0065, 0.0088, 0.0023, 0.0133, 0.0295, 0.0348, 0.0274, -0.0023, -0.0306, -0.0637, -0.0761, -0.0034, 0.0215, 0.0134, 0.0216, 0.0048, -0.0174, -0.0174, -0.0058, 0.0104, 0.01, 0.0203, 0.0296, 0.0366, 0.0512, -0.0062, -0.0476, -0.0191, -0.0322, -0.0161, -0.0145, -0.0442, -0.0182, -0.0068, 0.0, -0.0155, -0.0311, -0.0151, -0.022, -0.0303, -0.0402, -0.0717, -0.0559, -0.0582, -0.0395, -0.0795, -0.0995, -0.1121, -0.0625, -0.0553, -0.0464, -0.0464, -0.0451, -0.0426, -0.0212, -0.0114, 0.014, 0.0176, 0.0563, 0.069, 0.0662, 0.0841, 0.0862, 0.0745, 0.0885, 0.0732, 0.1196, 0.1644, 0.1459, 0.1248, 0.0728, 0.0668, 0.0669, 0.0563, 0.1172, 0.1369, 0.1568, 0.1796, 0.1868, 0.2139, 0.2672, 0.2112, 0.1951, 0.1859, 0.2013, 0.18, 0.1575, 0.1575, 0.155, 0.1428, 0.1517, 0.135, 0.206, 0.1978, 0.1544, 0.1768, 0.1038, 0.1228, 0.1204, 0.0786, 0.1026, 0.1043, 0.1434, 0.1162, 0.1014, 0.1339, 0.1339, 0.1229, 0.0766, 0.071, 0.0534, 0.0361, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031771245436625407", "ticker_idx": 1, "ts": "2026-03-11T16:36:28+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NVIDIA INVESTS $2B IN NEBIUS TO SCALE AI INFERENCE DATA CENTER INFRASTRUCTURE", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Bloomberg report of NVDA's $2B investment in NBIS for AI inference infrastructure; sharing implies bullish on both.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $NBIS NVIDIA INVESTS $2B IN NEBIUS TO SCALE AI INFERENCE DATA CENTER INFRASTRUCTURE - BLOOMBERG\n\nNvidia announced a $2 billion investment in Nebius Group as part of a strategic partnership to develop artificial intelligence data center infrastructure. The deal is designed to accelerate deployment of Nvidia-based systems as demand for AI compute capacity expands globally.\n\nNebius plans to deploy more than 5 gigawatts of Nvidia systems by the end of the decade, equivalent to the electricity consumption of roughly 3.8 million homes. The company is targeting customized facilities optimized for AI inference workloads, which run models after training and support applications such as generative AI services.\n\nThe partnership reflects growing industry investment in infrastructure dedicated to AI inference as model deployment scales. While much early spending focused on training clusters, companies are increasingly building facilities optimized for high-volume inference demand.\n\nNebius expects to invest between $16 billion and $20 billion this year to expand its data center footprint. 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{"unit_id": "orig:2031425743436263489", "ticker_idx": 0, "ts": "2026-03-10T17:43:33+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For Palantir, the deal represents another commercial deployment of its analytics platform beyond traditional government and defense clients, extending its data infrastructure capabilities into emerging financial market formats.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Palantir partners with Polymarket for prediction market surveillance, expanding commercial use of its analytics platform beyond government/defense.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$PLTR POLYMARKET PARTNERS WITH PALANTIR TO MONITOR PREDICTION MARKET ACTIVITY - YAHOO FINANCE\n\nPolymarket has enlisted Palantir to help monitor activity on its prediction market platform, positioning the data analytics firm as a governance layer for rapidly expanding event-based trading markets. The partnership is designed to strengthen compliance and integrity across Polymarket’s growing set of sports and real-world event contracts.\n\nPalantir will help identify suspicious behavior and monitor participants using its data analysis and surveillance tools. The system will screen traders against existing sports betting ban lists and flag potentially problematic activity within the marketplace ecosystem.\n\nThe partnership reflects increasing institutionalization within the prediction market industry, where platforms are seeking more robust monitoring frameworks as trading volumes and regulatory scrutiny increase.\n\nFor Palantir, the deal represents another commercial deployment of its analytics platform beyond traditional government and defense clients, extending its data infrastructure capabilities into emerging financial market formats.\n\nhttps://t.co/lvLPKrurYa", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.035000617358048824, "ret_signed_m1d": 0.035000617358048824, "alpha_spy_m1d": 0.03339101512569975, "alpha_c_m1d": 0.03339101512569975, "bench_spy_m1d": 0.0016096022323490722, "bench_c_m1d": 0.0016096022323490722, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0030435802284296543, "ret_signed_p1d": 0.0030435802284296543, "alpha_spy_p1d": 0.004298714777095425, "alpha_c_p1d": 0.004298714777095425, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": -0.0012551345486657706, "ret_p1w": 0.02606856197775076, "ret_signed_p1w": 0.02606856197775076, "alpha_spy_p1w": 0.035504814290240105, "alpha_c_p1w": 0.035504814290240105, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.009436252312489346, "ret_p1m": -0.06867807942788329, "ret_signed_p1m": -0.06867807942788329, "alpha_spy_p1m": -0.0696766960796914, "alpha_c_p1m": -0.0696766960796914, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.0009986166518081152, "ret_p3m": -0.10328173000787166, "ret_signed_p3m": -0.10328173000787166, "alpha_spy_p3m": -0.19540536202946002, "alpha_c_p3m": -0.19540536202946002, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.09212363202158835, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06867807942788329, "alpha_spy_stated": -0.0696766960796914, "alpha_c_stated": -0.0696766960796914, "price_path": [0.2408, 0.2146, 0.2125, 0.2422, 0.173, 0.2286, 0.2795, 0.2834, 0.2844, 0.2847, 0.2847, 0.2486, 0.2186, 0.1965, 0.1761, 0.1761, 0.1106, 0.1515, 0.189, 0.2021, 0.1702, 0.1743, 0.187, 0.1841, 0.1804, 0.1716, 0.1311, 0.1311, 0.1151, 0.0939, 0.0977, 0.1221, 0.108, 0.0963, 0.0411, 0.0048, -0.0301, -0.0224, 0.0446, -0.0768, -0.1398, -0.1008, -0.0545, -0.0769, -0.1023, -0.1456, -0.1305, -0.1305, -0.1199, -0.1043, -0.1075, -0.1052, -0.1359, -0.1475, -0.1121, -0.1006, -0.0923, -0.0395, -0.0259, 0.0136, 0.0101, 0.0398, 0.035, 0.0, 0.003, 0.0156, -0.0013, 0.0105, 0.0261, 0.0108, 0.03, -0.003, 0.0642, 0.0241, 0.0253, -0.0237, -0.0535, -0.0899, -0.0322, -0.0308, -0.0177, -0.0177, -0.0212, -0.0071, -0.0687, -0.1366, -0.1527, -0.1242, -0.1022, -0.0595, -0.0554, -0.0314, -0.0347, -0.0342, 0.0098, -0.0633, -0.0533, -0.0532, -0.0659, -0.0871, -0.0796, -0.0468, -0.0338, -0.1008, -0.1148, -0.0932, -0.0883, -0.0943, -0.1002, -0.1395, -0.1152, -0.1135, -0.1059, -0.1051, -0.0926, -0.0908, -0.0943, -0.0943, -0.0962, -0.1233, -0.0516, 0.0357, 0.0629, 0.0068, -0.0592, -0.0625, -0.1033, -0.0971, -0.1262, -0.1385, -0.1327, -0.1532, -0.1087, -0.1184, -0.1357, -0.15, -0.15, -0.2093, -0.2279, -0.249, -0.2903, -0.2528, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029290314809131188", "ticker_idx": 0, "ts": "2026-03-04T20:18:08+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "cements a position as a core infrastructure and capital partner to the world's most prominent AI lab ahead of what will likely be one of the most closely watched public offerings in years", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish NVDA: $30B OpenAI investment cements strategic anchor role across AI stack as embedded financial stakeholder ahead of high-profile IPO.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA CONFIRMS $30B OPENAI INVESTMENT AS $100B FIGURE TAKEN OFF THE TABLE AHEAD OF IPO\n\nHuang confirmed at the Morgan Stanley Technology, Media and Telecom conference Wednesday that $NVDA will invest $30 billion in OpenAI, walking back the previously circulated $100 billion figure. The reasoning is straightforward: OpenAI is going public later this year, which structurally limits the size of a private strategic investment of that nature. Large pre-IPO capital deployments of that scale become difficult to execute once a company enters the public offering process.\n\nThe $30 billion commitment is still a substantial strategic anchor. For $NVDA, it cements a position as a core infrastructure and capital partner to the world's most prominent AI lab ahead of what will likely be one of the most closely watched public offerings in years. The relationship also reinforces $NVDA's positioning across the entire AI stack, not just as a chip supplier, but as an embedded financial stakeholder in the ecosystem its hardware powers.\n\nThe OpenAI IPO timeline is the key variable to watch from here. As OpenAI transitions to a public company, its capital structure, governance, and procurement relationships will all face greater scrutiny. For $NVDA investors, the $30 billion figure represents both a vote of confidence in OpenAI's trajectory and a strategic hedge ensuring continued preferential access to one of the largest buyers of AI compute in the world. 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{"unit_id": "orig:2023877988304277671", "ticker_idx": 0, "ts": "2026-02-17T21:51:28+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Very bullish for prospects of expansion of the Nebius contract", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "META buying millions of GPUs is bullish for Nebius contract expansion.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$META $NBIS - META PURCHASING “MILLIONS” OF GPUS - Bloomberg\n\nVery bullish for prospects of expansion of the Nebius contract\n\nhttps://t.co/gQosVAzzqD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04204328369730337, "ret_signed_m1d": -0.04204328369730337, "alpha_spy_m1d": -0.03703082743548369, "alpha_c_m1d": -0.04038520153451064, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.001658082162792729, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05707266585876036, "ret_signed_p1d": 0.05707266585876036, "alpha_spy_p1d": 0.059710010182309925, "alpha_c_p1d": 0.05227293318767767, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": 0.00479973267108269, "ret_p1w": 0.042436145042429985, "ret_signed_p1w": 0.042436145042429985, "alpha_spy_p1w": 0.032440289977098136, "alpha_c_p1w": 0.02576799953969333, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.016668145502736653, "ret_p1m": 0.19371309430396022, "ret_signed_p1m": 0.19371309430396022, "alpha_spy_p1m": 0.23231194902882812, "alpha_c_p1m": 0.20636688627960598, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.012653791975645756, "ret_p3m": 0.9632612438011172, "ret_signed_p3m": 0.9632612438011172, "alpha_spy_p3m": 0.8840275453034503, "alpha_c_p3m": 0.9391465280875408, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.024114715713576373, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19371309430396022, "alpha_spy_stated": 0.23231194902882812, "alpha_c_stated": 0.20636688627960598, "price_path": [-0.1821, -0.0972, -0.1269, -0.0698, -0.0698, -0.0681, -0.0162, -0.0526, -0.0283, 0.0098, -0.0369, -0.0144, -0.0529, -0.0806, -0.0739, -0.1386, -0.2029, -0.2048, -0.2588, -0.2329, -0.1212, -0.0842, -0.1156, -0.1048, -0.1048, -0.1396, -0.1548, -0.1634, -0.1778, -0.1778, -0.1164, -0.0881, -0.0153, -0.0549, -0.0442, -0.038, 0.0543, 0.0357, 0.0018, 0.0205, 0.0681, 0.0681, -0.0247, -0.0288, -0.0486, -0.0717, -0.1016, -0.0386, -0.0135, -0.0677, -0.1632, -0.134, -0.1164, -0.1907, -0.2744, -0.1542, -0.0876, -0.0983, -0.1296, -0.1186, -0.0372, -0.0372, -0.042, 0.0, 0.0571, -0.0381, -0.0117, 0.0077, 0.0424, 0.0303, -0.1042, -0.106, -0.1473, -0.0395, -0.0604, -0.1225, -0.0674, -0.0528, 0.1001, 0.0613, 0.1095, 0.2755, 0.1427, 0.1646, 0.1937, 0.1554, 0.1213, 0.1288, 0.1306, 0.041, -0.0096, -0.0937, 0.0193, 0.0015, 0.069, 0.069, 0.1055, 0.1532, 0.2279, 0.3392, 0.4241, 0.5183, 0.5908, 0.6382, 0.6242, 0.5436, 0.5635, 0.5378, 0.5338, 0.543, 0.4456, 0.424, 0.3311, 0.3869, 0.3579, 0.5176, 0.733, 0.7281, 0.9164, 0.815, 0.7392, 0.8281, 0.7594, 1.0361, 1.1724, 1.1605, 0.9633, 0.9423, 0.8843, 1.1604, 1.1097, 1.1097, 1.0438, 1.0469, 1.2234, 1.27, 1.5983, 1.5597, 1.4723, 1.5508, 1.2378, 1.1415, 1.1623, 1.0795, 1.1831, 1.2825, 1.5547, 1.6041, 1.7594, 1.8162, 1.8162, 1.786, 1.7038, 1.5507, 1.5209, 1.3605, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066567717474226398", "ticker_idx": 0, "ts": "2026-06-15T17:05:13+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AAOI wants $210 tomorrow could get $220", "tweet_type": "prediction", "timeline": "intraday", "summary": "Expects AAOI to reach $210–$220 tomorrow.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$AAOI wants $210 tomorrow could get $220", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11746280157416855, "ret_signed_m1d": -0.11746280157416855, "alpha_spy_m1d": -0.10013440018875253, "alpha_c_m1d": -0.10013440018875253, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.017328401385416026, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10827462888403094, "ret_signed_p1d": -0.10827462888403094, "alpha_spy_p1d": -0.10231306603979684, "alpha_c_p1d": -0.10231306603979684, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.005961562844234103, "ret_p1w": -0.10608199948046038, "ret_signed_p1w": -0.10608199948046038, "alpha_spy_p1w": -0.09479168892922862, "alpha_c_p1w": -0.09479168892922862, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.011290310551231753, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.10827462888403094, "alpha_spy_stated": -0.10231306603979684, "alpha_c_stated": -0.10231306603979684, "price_path": [-0.5164, -0.4679, -0.543, -0.5001, -0.4054, -0.4027, -0.4914, -0.4873, -0.5553, -0.5584, -0.5492, -0.4575, -0.4575, -0.439, -0.3859, -0.3072, -0.3041, -0.2138, -0.2003, -0.2358, -0.2558, -0.1787, -0.1677, -0.1466, -0.2139, -0.2199, -0.281, -0.1534, -0.2389, -0.2834, -0.2021, -0.1419, -0.042, -0.0969, -0.0573, -0.0679, -0.1775, -0.2224, -0.0347, -0.0171, 0.1647, 0.0628, -0.0062, -0.0955, -0.1056, -0.1372, -0.077, -0.0525, -0.0525, -0.0727, -0.0612, -0.1176, -0.173, -0.0307, 0.0565, -0.039, 0.0592, -0.076, 0.0266, -0.1497, -0.0857, -0.098, -0.1175, 0.0, -0.1083, -0.1264, -0.1551, -0.1551, -0.1061, -0.2303, -0.2327, -0.2767, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062639860289073201", "ticker_idx": 0, "ts": "2026-06-04T20:57:19+00:00", "symbol": "RCAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "7% gross margins, deeply unprofitable, 30% short interest, down 99% since inception, valued around ~$1.8B. So the market is basically paying AI/defense multiple for a public microcap drone manufacturer with gas station margins.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short RCAT: clean short setup on 7% gross margins, deeply unprofitable, AI/defense valuation multiple unjustified for a microcap drone maker.", "resolved_tickers": ["RCAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Looks like a pretty clean short setup in $RCAT now that certified Larper @kevinxu is going “ALL IN.”\n\nThe bull thesis:\n\n>drones are hot\n>government contracts\n>defense spending up\n>chart has a cock and balls formation\n> $PLTR of the skies or whatever ai slop \n\nThe actual company:\n\n>7% gross margins\n>deeply unprofitable\n>30% short interest\n>down 99% since inception\n>valued around ~$1.8B\n\nSo the market is basically paying AI/defense multiple for a public microcap drone manufacturer with gas station margins.\n\nI’m sure this ends totally fine.", "reply_text": null, "parent_text": null, "quoted_text": "I think I just found the worst investment in history.", "parent_author": null, "ret_m1d": 0.1624605217952182, "ret_signed_m1d": -0.1624605217952182, "alpha_spy_m1d": -0.13596737919332957, "alpha_c_m1d": -0.15109286571169034, "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": -0.01735017837018571, "ret_signed_p1d": 0.01735017837018571, "alpha_spy_p1d": 0.01961435097895725, "alpha_c_p1d": 0.01419264248993446, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.00315753588025125, "ret_p1w": -0.11829652712135375, "ret_signed_p1w": 0.11829652712135375, "alpha_spy_p1w": 0.12399105812815636, "alpha_c_p1w": 0.12977896277366174, "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": [0.1569, 0.2744, 0.2744, 0.2508, 0.2256, 0.3383, 0.3407, 0.1936, 0.045, 0.1948, 0.2681, 0.2516, 0.1041, 0.0, -0.086, 0.0323, -0.0418, 0.0205, 0.0205, 0.03, -0.0473, 0.0284, -0.0591, -0.0244, 0.0174, -0.0032, 0.0276, 0.0812, 0.0032, -0.0067, -0.0087, 0.0686, -0.011, -0.0694, -0.0781, -0.1057, -0.127, -0.0757, -0.1144, -0.1325, -0.1774, -0.1625, -0.183, -0.1822, -0.1128, -0.1301, -0.2587, -0.2319, -0.2516, -0.2957, -0.3257, -0.295, -0.2879, -0.2579, -0.2579, -0.2295, -0.1585, 0.1159, 0.1435, 0.1703, 0.179, 0.0875, 0.1625, 0.0, -0.0174, -0.0935, -0.1408, -0.0528, -0.1183, -0.056, -0.1404, -0.1167, -0.0978, -0.0978, -0.1617, -0.1972, -0.2634, -0.2973, -0.2681, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2068922070633681162", "ticker_idx": 0, "ts": "2026-06-22T05:00:35+00:00", "symbol": "memory stocks", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "It hasn't even started yet nephew", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on memory stocks; believes the current run is still in early stages with much more upside ahead.", "resolved_tickers": ["MU", "000660.KS", "005930.KS", "SNDK", "285A.T"], "resolution_method": "basket", "resolution_reason": "Global memory basket: Micron, SK Hynix, Samsung, SanDisk, Kioxia", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@The_AI_Investor It hasn’t even started yet nephew", "reply_text": null, "parent_text": "Memory stocks 😂\n\nWhen is this run going to stop ? https://t.co/HOKHuJzoCc", "quoted_text": null, "parent_author": "The_AI_Investor", "ret_m1d": -0.03112513335035243, "ret_signed_m1d": -0.03112513335035243, "alpha_spy_m1d": -0.03428204778995218, "alpha_c_m1d": -0.017625606322419097, "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": -0.1333754393354625, "ret_signed_p1d": -0.1333754393354625, "alpha_spy_p1d": -0.11885348532497089, "alpha_c_p1d": -0.0633211910316516, "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": [-0.6611, -0.6837, -0.684, -0.7001, -0.7034, -0.6695, -0.6812, -0.6723, -0.662, -0.6584, -0.6235, -0.6208, -0.6133, -0.6033, -0.5833, -0.5894, -0.5791, -0.5882, -0.5883, -0.5783, -0.5625, -0.5624, -0.5594, -0.5385, -0.5471, -0.5375, -0.5362, -0.5262, -0.4967, -0.4729, -0.4388, -0.4286, -0.39, -0.3577, -0.3773, -0.3511, -0.3587, -0.3971, -0.3905, -0.396, -0.3866, -0.3343, -0.3419, -0.3271, -0.2876, -0.2681, -0.2641, -0.2302, -0.1813, -0.165, -0.1513, -0.1829, -0.2485, -0.2685, -0.226, -0.267, -0.2182, -0.1846, -0.1203, -0.1247, -0.1101, -0.0533, -0.0311, 0.0, -0.1334, -0.1161, -0.0005, -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": "orig:2024275786790830369", "ticker_idx": 0, "ts": "2026-02-19T00:12:11+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "galloping full speed into the year of the Fire Horse fully saddled with memory stocks $SNDK $MU as my top portfolio weighting", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds SNDK and MU as top portfolio weightings going into the year ahead.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "galloping full speed into the year of the Fire Horse fully saddled with memory stocks  $SNDK $MU as my top portfolio weighting https://t.co/ssO6y4ngFb", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.033312404879785595, "ret_signed_m1d": -0.033312404879785595, "alpha_spy_m1d": -0.035956723181196915, "alpha_c_m1d": -0.038304952713399065, "bench_spy_m1d": 0.002644318301411319, "bench_c_m1d": 0.00499254783361347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04649880468033474, "ret_signed_p1d": 0.04649880468033474, "alpha_spy_p1d": 0.03926695539123837, "alpha_c_p1d": 0.041720188895967736, "bench_spy_p1d": 0.00723184928909637, "bench_c_p1d": 0.004778615784367002, "ret_p1w": 0.04960633117002766, "ret_signed_p1w": 0.04960633117002766, "alpha_spy_p1w": 0.04256452713142256, "alpha_c_p1w": 0.043900640141144365, "bench_spy_p1w": 0.007041804038605104, "bench_c_p1w": 0.005705691028883297, "ret_p1m": 0.1426846210457826, "ret_signed_p1m": 0.1426846210457826, "alpha_spy_p1m": 0.19256002486952895, "alpha_c_p1m": 0.17777482269610312, "bench_spy_p1m": -0.049875403823746334, "bench_c_p1m": -0.03509020165032051, "ret_p3m": 1.227197313191441, "ret_signed_p3m": 1.227197313191441, "alpha_spy_p3m": 1.1523173330422054, "alpha_c_p3m": 0.990085873685119, "bench_spy_p3m": 0.07487998014923569, "bench_c_p3m": 0.23711143950632207, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1426846210457826, "alpha_spy_stated": 0.19256002486952895, "alpha_c_stated": 0.17777482269610312, "price_path": [-0.6346, -0.645, -0.6538, -0.6538, -0.6405, -0.6616, -0.6694, -0.687, -0.6566, -0.6321, -0.637, -0.6467, -0.6251, -0.611, -0.668, -0.675, -0.663, -0.667, -0.6467, -0.6174, -0.6119, -0.6057, -0.5974, -0.5974, -0.5974, -0.6067, -0.6132, -0.6178, -0.6178, -0.5568, -0.5587, -0.4371, -0.4307, -0.4614, -0.3923, -0.3732, -0.3724, -0.3756, -0.3411, -0.334, -0.334, -0.2704, -0.1929, -0.1894, -0.2371, -0.242, -0.2249, -0.1505, -0.1317, -0.0722, 0.0711, 0.1198, -0.0588, -0.0723, -0.0373, -0.0607, -0.1279, -0.035, 0.0148, 0.0088, 0.0088, -0.0491, -0.0333, 0.0, 0.0465, 0.0731, 0.0281, 0.0182, 0.0496, 0.023, -0.0032, -0.0896, -0.0355, -0.0894, -0.151, -0.0521, -0.0035, 0.0553, -0.0037, 0.0653, 0.1329, 0.1595, 0.2135, 0.2431, 0.1427, 0.1311, 0.131, 0.0914, -0.0289, -0.0085, -0.0782, 0.0229, 0.1153, 0.1296, 0.1296, 0.1667, 0.1444, 0.2573, 0.3711, 0.3714, 0.5336, 0.5206, 0.4357, 0.4804, 0.4829, 0.47, 0.4547, 0.5764, 0.5013, 0.5938, 0.7231, 0.6139, 0.7135, 0.7655, 0.9112, 1.022, 1.2643, 1.2702, 1.1574, 1.5155, 1.4917, 1.3379, 1.3301, 1.2263, 1.2664, 1.1462, 1.2272, 1.2421, 1.4831, 1.3808, 1.3808, 1.5593, 1.5599, 1.6432, 1.729, 1.836, 1.7635, 1.9488, 1.8332, 1.5106, 1.6437, 1.651, 1.6457, 2.0294, 2.1881, 2.3938, 2.2065, 2.1538, 2.5176, 2.5176, 2.6609, 2.1615, 2.0824, 2.7595, 2.3662, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024275786790830369", "ticker_idx": 1, "ts": "2026-02-19T00:12:11+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "galloping full speed into the year of the Fire Horse fully saddled with memory stocks $SNDK $MU as my top portfolio weighting", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds SNDK and MU as top portfolio weightings going into the year ahead.", "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": "galloping full speed into the year of the Fire Horse fully saddled with memory stocks  $SNDK $MU as my top portfolio weighting https://t.co/ssO6y4ngFb", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008625907481077943, "ret_signed_m1d": 0.008625907481077943, "alpha_spy_m1d": 0.005981589179666624, "alpha_c_m1d": 0.0028970544435225065, "bench_spy_m1d": 0.002644318301411319, "bench_c_m1d": 0.005728853037555437, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025925491343002482, "ret_signed_p1d": 0.025925491343002482, "alpha_spy_p1d": 0.018693642053906112, "alpha_c_p1d": 0.014150780400702834, "bench_spy_p1d": 0.00723184928909637, "bench_c_p1d": 0.011774710942299649, "ret_p1w": -0.004288959561175698, "ret_signed_p1w": -0.004288959561175698, "alpha_spy_p1w": -0.011330763599780802, "alpha_c_p1w": -0.008701435194355955, "bench_spy_p1w": 0.007041804038605104, "bench_c_p1w": 0.004412475633180257, "ret_p1m": 0.013298188688178225, "ret_signed_p1m": 0.013298188688178225, "alpha_spy_p1m": 0.06317359251192456, "alpha_c_p1m": 0.0753655246584326, "bench_spy_p1m": -0.049875403823746334, "bench_c_p1m": -0.06206733597025438, "ret_p3m": 0.6749335880617839, "ret_signed_p3m": 0.6749335880617839, "alpha_spy_p3m": 0.6000536079125482, "alpha_c_p3m": 0.3488487372936293, "bench_spy_p3m": 0.07487998014923569, "bench_c_p3m": 0.32608485076815463, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.013298188688178225, "alpha_spy_stated": 0.06317359251192456, "alpha_c_stated": 0.0753655246584326, "price_path": [-0.4637, -0.4622, -0.4485, -0.4485, -0.4336, -0.4241, -0.4264, -0.4392, -0.4571, -0.4318, -0.4086, -0.3954, -0.3684, -0.381, -0.4224, -0.4312, -0.4431, -0.4599, -0.4047, -0.3631, -0.3375, -0.3383, -0.3134, -0.3134, -0.3179, -0.2947, -0.2988, -0.3161, -0.3161, -0.2442, -0.2521, -0.1771, -0.1864, -0.2164, -0.1731, -0.1713, -0.1898, -0.2013, -0.1934, -0.1308, -0.1308, -0.1254, -0.0677, -0.0474, -0.0424, -0.0677, -0.017, 0.043, 0.0442, -0.0059, 0.049, 0.005, -0.0909, -0.0826, -0.0543, -0.0811, -0.1057, -0.0168, -0.0081, -0.0136, -0.0136, -0.0421, 0.0086, 0.0, 0.0259, 0.0087, 0.0016, 0.0279, -0.0043, -0.0119, -0.0112, -0.0903, -0.0397, -0.0486, -0.1127, -0.0672, -0.0341, 0.0032, -0.0288, 0.021, 0.0586, 0.1062, 0.1063, 0.0645, 0.0133, -0.0311, -0.0523, -0.0845, -0.1483, -0.1441, -0.2286, -0.1902, -0.1182, -0.1221, -0.1221, -0.0945, -0.0949, -0.025, 0.0104, 0.0082, 0.0225, 0.1162, 0.0936, 0.096, 0.0908, 0.0749, 0.0772, 0.1685, 0.1547, 0.1907, 0.2574, 0.2088, 0.2428, 0.2397, 0.2997, 0.3818, 0.5346, 0.5979, 0.55, 0.7902, 0.9065, 0.8376, 0.9264, 0.8602, 0.7371, 0.6337, 0.6749, 0.7546, 0.8268, 0.8002, 0.8002, 1.1475, 1.2255, 1.2137, 1.3276, 1.4822, 1.5507, 1.5878, 1.3875, 1.0711, 1.2755, 1.2434, 1.1379, 1.3872, 1.353, 1.608, 1.4468, 1.5006, 1.7183, 1.7183, 1.9038, 1.5212, 1.5134, 1.909, 1.7143, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2012121713874808857", "ticker_idx": 0, "ts": "2026-01-16T11:16:14+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Morgan Stanley initiated at equal weight. Price target of $126", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares MS initiation of NBIS at Equal Weight with $126 PT.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS - Morgan Stanley initiated at equal weight. Price target of $126 https://t.co/DY8JwODUAt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.044559928916751645, "ret_signed_m1d": -0.044559928916751645, "alpha_spy_m1d": -0.04539853677979366, "alpha_c_m1d": -0.053590146330912636, "bench_spy_m1d": 0.000838607863042018, "bench_c_m1d": 0.00903021741416099, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.1308746704460224, "ret_signed_p1w": -0.1308746704460224, "alpha_spy_p1w": -0.12736135327686382, "alpha_c_p1w": -0.14641693190349803, "bench_spy_p1w": -0.003513317169158592, "bench_c_p1w": 0.015542261457475615, "ret_p1m": -0.09859285284404917, "ret_signed_p1m": -0.09859285284404917, "alpha_spy_p1m": -0.08426501616401727, "alpha_c_p1m": -0.09347002176528296, "bench_spy_p1m": -0.014327836680031902, "bench_c_p1m": -0.00512283107876621, "ret_p3m": 0.5337993113547181, "ret_signed_p3m": 0.5337993113547181, "alpha_spy_p3m": 0.5190643688370156, "alpha_c_p3m": 0.5115320598282829, "bench_spy_p3m": 0.014734942517702576, "bench_c_p3m": 0.022267251526435272, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09859285284404917, "alpha_spy_stated": -0.08426501616401727, "alpha_c_stated": -0.09347002176528296, "price_path": [-0.0409, -0.093, -0.0236, 0.0785, 0.1536, 0.1205, 0.1506, 0.1421, 0.2032, 0.108, 0.0166, 0.0761, 0.0065, 0.0235, 0.0112, -0.0599, -0.1322, -0.1849, -0.2317, -0.2092, -0.1673, -0.1256, -0.2216, -0.2342, -0.1548, -0.1826, -0.1291, -0.1291, -0.1275, -0.0789, -0.1129, -0.0902, -0.0545, -0.0983, -0.0773, -0.1133, -0.1392, -0.1329, -0.1935, -0.2537, -0.2555, -0.3061, -0.2818, -0.1772, -0.1426, -0.172, -0.1619, -0.1619, -0.1944, -0.2087, -0.2167, -0.2302, -0.2302, -0.1727, -0.1462, -0.0781, -0.1151, -0.1051, -0.0993, -0.0129, -0.0304, -0.0621, -0.0446, 0.0, 0.0, -0.0868, -0.0907, -0.1093, -0.1309, -0.1588, -0.0999, -0.0763, -0.1271, -0.2165, -0.1892, -0.1727, -0.2423, -0.3206, -0.2081, -0.1458, -0.1558, -0.185, -0.1747, -0.0986, -0.0986, -0.1031, -0.0637, -0.0103, -0.0994, -0.0747, -0.0566, -0.024, -0.0354, -0.1613, -0.163, -0.2017, -0.1007, -0.1203, -0.1784, -0.1268, -0.1131, 0.03, -0.0063, 0.0388, 0.1942, 0.0699, 0.0904, 0.1176, 0.0818, 0.0498, 0.0568, 0.0585, -0.0254, -0.0727, -0.1515, -0.0457, -0.0624, 0.0008, 0.0008, 0.035, 0.0797, 0.1496, 0.2538, 0.3333, 0.4215, 0.4894, 0.5338, 0.5206, 0.4452, 0.4638, 0.4398, 0.436, 0.4447, 0.3534, 0.3332, 0.2463, 0.2985, 0.2713, 0.4209, 0.6226, 0.618, 0.7943, 0.6993, 0.6283, 0.7116, 0.6473, 0.9063, 1.0339, 1.0228, 0.8381, 0.8185, 0.7642, 1.0227, 0.9753, 0.9753, 0.9135, 0.9164, 1.0817, 1.1254, 1.4327, 1.3966, 1.3147, 1.3882, 1.0952, 1.005, 1.0245, 0.9469, 1.044, 1.137, 1.3919, 1.4381, 1.5836, 1.6367, 1.6367, 1.6084, 1.5315, 1.3881, 1.3603, 1.2101, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2007477813658693944", "ticker_idx": 0, "ts": "2026-01-03T15:43:02+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "U.S. STRIKE ON VENEZUELA LIKELY TO DEPRESS OIL PRICES", "tweet_type": "analysis", "timeline": "months", "summary": "Venezuelan regime change + US involvement to boost future supply, depressing oil prices; lower inflation broadly bullish for global markets.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "USO is the standard US-listed crude oil ETF proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "U.S. STRIKE ON VENEZUELA LIKELY TO DEPRESS OIL PRICES\n\nThe United States’ strike in Venezuela and the reported removal of President Nicolás Maduro introduce political uncertainty in a country holding the world’s largest proven oil reserves, estimated at 303 billion barrels, or roughly one-fifth of global reserves. President Donald Trump has indicated that the US intends to take a material role in shaping Venezuela’s oil sector following the operation, a development that markets view as increasing the probability of higher future oil supply.\n\nDespite the scale of Venezuela’s reserves, its current contribution to global oil markets remains limited. The country is producing approximately 1 million barrels per day, or about 0.8% of global crude production. This is less than half of output prior to Maduro taking office in 2013 and well below the 3.5 million barrels per day produced before the socialist era, reflecting the impact of sanctions, underinvestment and deteriorating infrastructure.\n\nBecause Venezuela’s present production levels are relatively low, any near-term disruption is unlikely to materially tighten global oil markets. Supply conditions remain relatively loose, with OPEC increasing output and demand growth moderating amid persistent inflation and affordability pressures. US crude prices have recently traded around $57 per barrel, after briefly moving above $60, underscoring the market’s muted response.\n\nOverall, the prospect of a future expansion of Venezuelan oil production, particularly under greater US involvement, is expected to keep a lid on oil prices. 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{"unit_id": "quote:2064724686039093434", "ticker_idx": 0, "ts": "2026-06-10T15:01:40+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a strong earnings tonight would matter well beyond Oracle. strong $ORCL earnings = AI infra trade back on", "tweet_type": "analysis", "timeline": "days", "summary": "Bullish into ORCL earnings: rev growth re-accelerating, strong print would validate AI infra trade and boost BE power demand.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$ORCL reports earnings today. \n\n> revenue growth re-accelerating hard\n> quarterly revenue growth now +21.7%\n> gross margins grinding lower from pre-ai capex peak\n> fcf has gone deeply negative as capex ramps\n> LTM FCF now -$24.7B LTM\n\nstock is still down ~36% from the highs it hit after shocking the market with record $500B backlog, mainly driven by OpenAI\n\na strong earnings tonight would matter well beyond Oracle.\n\n> more AI backlog = more $BE power demand\n> continue rev growth acc = validation of neoclouds\n> strong $ORCL earnings = AI infra trade back on", "reply_text": null, "parent_text": null, "quoted_text": "ALL EYES ON ELLISON\n\n&gt; $ORCL reports earnings today\n&gt; Traders pricing in an implied move of ~13%\n&gt; Now live on @QFEX - 24/7 perpetuals. 10x leverage. \n\nNo expiry. No waiting for market open. Just the trade. \n\nThis is what 24/7 markets are for. https://t.co/YAGtZt6tIw", "parent_author": null, "ret_m1d": 0.022607588074853524, "ret_signed_m1d": 0.022607588074853524, "alpha_spy_m1d": 0.00658949126023578, "alpha_c_m1d": 0.00658949126023578, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.016018096814617744, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08526278878904303, "ret_signed_p1d": -0.08526278878904303, "alpha_spy_p1d": -0.10225963667579097, "alpha_c_p1d": -0.10225963667579097, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.016996847886747934, "ret_p1w": -0.08809498266649729, "ret_signed_p1w": -0.08809498266649729, "alpha_spy_p1w": -0.10950300081662323, "alpha_c_p1w": -0.10950300081662323, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.02140801815012594, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.08809498266649729, "alpha_spy_stated": -0.10950300081662323, "alpha_c_stated": -0.10950300081662323, "price_path": [-0.232, -0.2277, -0.2341, -0.2429, -0.23, -0.2589, -0.2358, -0.2717, -0.277, -0.2929, -0.3085, -0.3127, -0.2716, -0.2809, -0.2752, -0.2752, -0.2794, -0.2911, -0.2887, -0.315, -0.3139, -0.2268, -0.1901, -0.1563, -0.1139, -0.1302, -0.1177, -0.0998, -0.0684, -0.1241, -0.139, -0.1406, -0.1754, -0.186, -0.1981, -0.1462, -0.1042, -0.0791, -0.0359, -0.0331, -0.0264, -0.0369, -0.0717, -0.0571, -0.0281, -0.0413, -0.0728, -0.0984, -0.0651, -0.0571, -0.0456, -0.0456, -0.0407, -0.0512, 0.0121, 0.1218, 0.233, 0.2152, 0.1444, 0.1743, 0.0617, 0.0525, 0.0226, 0.0, -0.0853, -0.0851, -0.0428, -0.0642, -0.0881, -0.0843, -0.0843, -0.1301, -0.1794, -0.2173, -0.2425, -0.262, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064724686039093434", "ticker_idx": 1, "ts": "2026-06-10T15:01:40+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "more AI backlog = more $BE power demand", "tweet_type": "analysis", "timeline": "days", "summary": "Bullish into ORCL earnings: rev growth re-accelerating, strong print would validate AI infra trade and boost BE power demand.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$ORCL reports earnings today. \n\n> revenue growth re-accelerating hard\n> quarterly revenue growth now +21.7%\n> gross margins grinding lower from pre-ai capex peak\n> fcf has gone deeply negative as capex ramps\n> LTM FCF now -$24.7B LTM\n\nstock is still down ~36% from the highs it hit after shocking the market with record $500B backlog, mainly driven by OpenAI\n\na strong earnings tonight would matter well beyond Oracle.\n\n> more AI backlog = more $BE power demand\n> continue rev growth acc = validation of neoclouds\n> strong $ORCL earnings = AI infra trade back on", "reply_text": null, "parent_text": null, "quoted_text": "ALL EYES ON ELLISON\n\n&gt; $ORCL reports earnings today\n&gt; Traders pricing in an implied move of ~13%\n&gt; Now live on @QFEX - 24/7 perpetuals. 10x leverage. \n\nNo expiry. No waiting for market open. Just the trade. \n\nThis is what 24/7 markets are for. https://t.co/YAGtZt6tIw", "parent_author": null, "ret_m1d": 0.10835499332692611, "ret_signed_m1d": 0.10835499332692611, "alpha_spy_m1d": 0.09233689651230836, "alpha_c_m1d": 0.0733437428694832, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.03501125045744291, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06254540162445554, "ret_signed_p1d": 0.06254540162445554, "alpha_spy_p1d": 0.04554855373770761, "alpha_c_p1d": 0.030186621079015152, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.03235878054544039, "ret_p1w": 0.21671005179832292, "ret_signed_p1w": 0.21671005179832292, "alpha_spy_p1w": 0.19530203364819698, "alpha_c_p1w": 0.15812229277566514, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.05858775902265778, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.21671005179832292, "alpha_spy_stated": 0.19530203364819698, "alpha_c_stated": 0.15812229277566514, "price_path": [-0.3403, -0.3439, -0.3167, -0.3315, -0.2883, -0.3591, -0.3966, -0.3772, -0.3587, -0.43, -0.4312, -0.4898, -0.4216, -0.4345, -0.421, -0.421, -0.4236, -0.4198, -0.3734, -0.3164, -0.2883, -0.2457, -0.0649, -0.0871, -0.1032, -0.1126, -0.0681, -0.0569, -0.0191, 0.0143, -0.0131, 0.0019, -0.0336, 0.2294, 0.2098, 0.2403, 0.2323, 0.2605, 0.2188, 0.1042, 0.1144, 0.2121, 0.1984, 0.2371, 0.2954, 0.1781, 0.1045, 0.1157, 0.2053, 0.3144, 0.2914, 0.2914, 0.291, 0.2543, 0.2381, 0.2168, 0.1677, 0.293, 0.2267, 0.2439, 0.1254, 0.0826, 0.1084, 0.0, 0.0625, 0.111, 0.1719, 0.1992, 0.2167, 0.4042, 0.4042, 0.4765, 0.3746, 0.3926, 0.32, 0.076, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024600383960547373", "ticker_idx": 0, "ts": "2026-02-19T21:42:01+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AXTI is seeing a meaningful expansion of its indium phosphide customer base, now beginning to support tier-one laser manufacturers and optical transceiver module makers in China and globally, customers it previously had limited exposure to", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AXTI on meaningful InP customer base expansion into tier-one laser and optical transceiver makers in China and globally.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$AXTI is seeing a meaningful expansion of its indium phosphide customer base, now beginning to support tier-one laser manufacturers and optical transceiver module makers in China and globally, customers it previously had limited exposure to. https://t.co/wMl79RBsQj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.19777630656593193, "ret_signed_m1d": -0.19777630656593193, "alpha_spy_m1d": -0.19059638141344537, "alpha_c_m1d": -0.18613862594893604, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.011637680616995882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04211590253191533, "ret_signed_p1d": -0.04211590253191533, "alpha_spy_p1d": -0.03190453649314906, "alpha_c_p1d": -0.03693556881433335, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.005180333717581975, "ret_p1w": 0.2769542161786862, "ret_signed_p1w": 0.2769542161786862, "alpha_spy_p1w": 0.28194393174336096, "alpha_c_p1w": 0.29782018656053943, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.020865970381853227, "ret_p1m": 1.1711590895829205, "ret_signed_p1m": 1.1711590895829205, "alpha_spy_p1m": 1.2179516460565343, "alpha_c_p1m": 1.228191143885871, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.05703205430295055, "ret_p3m": 2.5245956716553346, "ret_signed_p3m": 2.5245956716553346, "alpha_spy_p3m": 2.4464959074261587, "alpha_c_p3m": 2.164067577769755, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": 0.3605280938855797, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1711590895829205, "alpha_spy_stated": 1.2179516460565343, "alpha_c_stated": 1.228191143885871, "price_path": [-0.689, -0.6479, -0.6479, -0.6395, -0.6365, -0.6038, -0.6132, -0.5923, -0.6098, -0.5718, -0.496, -0.4774, -0.4481, -0.501, -0.5003, -0.562, -0.5836, -0.528, -0.5064, -0.4872, -0.5067, -0.4943, -0.4943, -0.4821, -0.5084, -0.4677, -0.4491, -0.4491, -0.4353, -0.4383, -0.3204, -0.1877, -0.1297, -0.2254, -0.2507, -0.2753, -0.2554, -0.1334, -0.2557, -0.2557, -0.2786, -0.3336, -0.3962, -0.4137, -0.4003, -0.4205, -0.433, -0.4481, -0.3753, -0.2945, -0.3349, -0.3683, -0.3117, -0.1894, -0.0644, -0.1796, -0.097, -0.1648, -0.1833, -0.1833, -0.218, -0.2069, -0.1978, 0.0, -0.0421, 0.1819, 0.3804, 0.2507, 0.277, 0.5606, 0.407, 0.3184, 0.3073, 0.0906, 0.2992, 0.4926, 0.5957, 0.5745, 0.6462, 0.6304, 0.4946, 0.6429, 0.9572, 0.8275, 1.1712, 1.3059, 1.2692, 0.9714, 1.0428, 0.7766, 0.9198, 0.5883, 0.7803, 0.7803, 0.4148, 0.5317, 0.7918, 1.1267, 1.1624, 1.2389, 1.2675, 1.1203, 1.7554, 1.7817, 1.6536, 1.5259, 1.9292, 1.5361, 1.566, 1.3635, 1.315, 1.3945, 1.6691, 2.2345, 2.5714, 2.6237, 2.532, 2.653, 2.9205, 3.2389, 3.1408, 3.1085, 2.874, 3.1705, 2.5674, 2.8032, 2.5246, 3.0775, 3.7449, 3.7449, 3.4677, 3.1365, 2.8982, 2.4757, 2.691, 2.7348, 2.595, 2.5711, 2.0, 2.0586, 1.6402, 1.8737, 1.9764, 2.2743, 2.7311, 2.1348, 2.1034, 1.8494, 1.8494, 2.1146, 1.625, 1.3632, 1.3268, 1.3635, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039060615168401546", "ticker_idx": 0, "ts": "2026-03-31T19:21:49+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "positions Marvell to capture incremental demand tied to hyperscale and enterprise AI deployments", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "NVDA $2B investment in MRVL on silicon photonics/custom silicon seen as bullish for both: MRVL captures AI demand, NVDA deepens vertical integration.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $MRVL NVIDIA INVESTS $2B IN MARVELL TO EXPAND AI INFRASTRUCTURE AND SILICON PHOTONICS CAPABILITIES - WSJ\n\nNvidia has invested $2 billion in Marvell as part of a strategic partnership focused on developing specialized AI chips and next-generation data center infrastructure.\n\nThe collaboration centers on silicon photonics, a technology that uses light-based data transmission to improve speed and efficiency within AI systems. This approach is increasingly critical as data center bandwidth and power constraints become key bottlenecks.\n\nUnder the agreement, Marvell will provide custom silicon solutions, while Nvidia integrates these into its broader AI ecosystem, including compute architecture and networking platforms.\n\nThe partnership strengthens Nvidia’s vertical integration across AI infrastructure, extending beyond GPUs into custom silicon and interconnect technologies. It also positions Marvell to capture incremental demand tied to hyperscale and enterprise AI deployments.\n\nStrategically, the deal reflects a broader industry shift toward co-designed, application-specific hardware aimed at optimizing performance, power efficiency, and scalability in large-scale AI workloads.\n\nhttps://t.co/v9qm1PJT2z", "reply_text": null, "parent_text": null, "quoted_text": null, "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": "orig:2039060615168401546", "ticker_idx": 1, "ts": "2026-03-31T19:21:49+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "strengthens Nvidia's vertical integration across AI infrastructure, extending beyond GPUs into custom silicon and interconnect technologies", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "NVDA $2B investment in MRVL on silicon photonics/custom silicon seen as bullish for both: MRVL captures AI demand, NVDA deepens vertical integration.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $MRVL NVIDIA INVESTS $2B IN MARVELL TO EXPAND AI INFRASTRUCTURE AND SILICON PHOTONICS CAPABILITIES - WSJ\n\nNvidia has invested $2 billion in Marvell as part of a strategic partnership focused on developing specialized AI chips and next-generation data center infrastructure.\n\nThe collaboration centers on silicon photonics, a technology that uses light-based data transmission to improve speed and efficiency within AI systems. This approach is increasingly critical as data center bandwidth and power constraints become key bottlenecks.\n\nUnder the agreement, Marvell will provide custom silicon solutions, while Nvidia integrates these into its broader AI ecosystem, including compute architecture and networking platforms.\n\nThe partnership strengthens Nvidia’s vertical integration across AI infrastructure, extending beyond GPUs into custom silicon and interconnect technologies. 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{"unit_id": "orig:2026409575411265689", "ticker_idx": 0, "ts": "2026-02-24T21:31:06+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the framework reinforces structural load growth... supports continued capital deployment across grid hardware, inverters, power electronics, and solar-plus-storage ecosystems", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Policy reinforces structural grid load growth, supporting capital deployment in electrification/grid equities TE, SEDG, SHLS; AI infra names NBIS/IREN/CRWV face margin uncertainty.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "TRUMP TO ANNOUNCE DATA CENTER ENERGY COST-SHARING DEALS DURING STATE OF UNION SPEECH - POLITICO\n\nPresident Trump is expected to announce agreements requiring major technology companies to assume a greater share of the energy costs tied to new data center development . The policy is framed around preventing incremental AI-driven load from translating into higher retail electricity rates.\n\nUnder the reported “rate payer protection pledges,” companies building large-scale data centers would effectively fund incremental grid and power costs in regions where their projects materially increase demand . While details remain limited and counterparties unnamed, the mechanism appears focused on cost internalization rather than limiting build-outs.\n\nFor AI infrastructure names such as $NBIS $IREN $CRWV, the announcement suggests demand remains intact but project economics may increasingly reflect direct energy cost pass-through. The key variable for markets will be whether incremental power procurement and grid upgrade costs compress developer margins or are embedded into long-term contracted pricing.\n\nFor electrification and grid-exposed equities including $TE $SEDG $SHLS, the framework reinforces structural load growth. If hyperscalers and data center operators are funding new transmission, interconnection, storage, and distributed generation capacity, that supports continued capital deployment across grid hardware, inverters, power electronics, and solar-plus-storage ecosystems. From a market perspective, the policy shifts who pays, not whether incremental megawatts get built.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018005490496047383, "ret_signed_m1d": -0.018005490496047383, "alpha_spy_m1d": -0.009637793386747417, "alpha_c_m1d": -0.025864179451420277, "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": 0.009695314916279063, "ret_signed_p1d": 0.009695314916279063, "alpha_spy_p1d": 0.015249760495486209, "alpha_c_p1d": 0.0034310931867123085, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": 0.006264221729566755, "ret_p1w": -0.016620483247395845, "ret_signed_p1w": -0.016620483247395845, "alpha_spy_p1w": -0.00505012323352616, "alpha_c_p1w": -0.018727454676007116, "bench_spy_p1w": -0.011570360013869685, "bench_c_p1w": 0.0021069714286112706, "ret_p1m": -0.13019385148186402, "ret_signed_p1m": -0.13019385148186402, "alpha_spy_p1m": -0.06339984195487358, "alpha_c_p1m": -0.05116853366942098, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.07902531781244304, "ret_p3m": 0.11911359536086308, "ret_signed_p3m": 0.11911359536086308, "alpha_spy_p3m": 0.04044904533106197, "alpha_c_p3m": 0.13817592144509072, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": -0.019062326084227643, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13019385148186402, "alpha_spy_stated": -0.06339984195487358, "alpha_c_stated": -0.05116853366942098, "price_path": [-0.4294, -0.3809, -0.3435, -0.374, -0.2922, -0.1925, -0.1662, -0.0679, -0.1482, -0.187, -0.259, -0.2992, -0.2465, -0.2493, -0.1662, -0.1094, 0.0111, -0.0152, -0.0235, -0.0235, -0.0582, -0.1108, -0.0997, -0.0748, -0.0748, 0.0859, 0.1357, 0.0596, 0.0083, -0.0568, -0.0388, -0.0014, 0.0886, 0.0886, 0.0263, 0.1316, 0.1316, 0.1468, 0.0831, 0.1593, 0.1773, 0.1274, 0.2632, 0.3144, 0.2299, 0.1537, 0.1994, 0.259, 0.0706, 0.0069, 0.1454, 0.0582, 0.0402, -0.0512, -0.1399, -0.1524, -0.1524, -0.108, -0.1053, -0.126, -0.1399, -0.1288, -0.018, 0.0, 0.0097, -0.1468, -0.0526, -0.0983, -0.0166, -0.0568, -0.0693, -0.0083, 0.1053, 0.1274, 0.072, 0.0554, 0.0693, 0.0789, 0.0152, 0.0679, -0.0859, -0.0526, -0.0845, -0.0748, -0.1302, -0.2022, -0.2216, -0.392, -0.3795, -0.4197, -0.4197, -0.4391, -0.4557, -0.4224, -0.4211, -0.3504, -0.2922, -0.3269, -0.2604, -0.3089, -0.3033, -0.3102, -0.295, -0.2535, -0.2535, -0.2673, -0.2645, -0.3213, -0.3227, -0.3352, -0.2867, -0.2936, -0.2604, -0.2701, -0.2867, -0.1468, -0.1634, -0.1898, -0.223, -0.2064, -0.2147, -0.0305, -0.0471, 0.205, 0.2078, 0.1191, 0.1191, 0.4474, 0.518, 0.4986, 0.4626, 0.4418, 0.6676, 0.5928, 0.615, 0.3061, 0.2645, 0.1717, 0.0706, 0.1731, 0.1773, 0.2355, 0.1953, 0.2521, 0.295, 0.295, 0.4404, 0.2798, 0.1814, 0.1773, 0.1371, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026409575411265689", "ticker_idx": 1, "ts": "2026-02-24T21:31:06+00:00", "symbol": "SEDG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the framework reinforces structural load growth... supports continued capital deployment across grid hardware, inverters, power electronics, and solar-plus-storage ecosystems", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Policy reinforces structural grid load growth, supporting capital deployment in electrification/grid equities TE, SEDG, SHLS; AI infra names NBIS/IREN/CRWV face margin uncertainty.", "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": "TRUMP TO ANNOUNCE DATA CENTER ENERGY COST-SHARING DEALS DURING STATE OF UNION SPEECH - POLITICO\n\nPresident Trump is expected to announce agreements requiring major technology companies to assume a greater share of the energy costs tied to new data center development . The policy is framed around preventing incremental AI-driven load from translating into higher retail electricity rates.\n\nUnder the reported “rate payer protection pledges,” companies building large-scale data centers would effectively fund incremental grid and power costs in regions where their projects materially increase demand . While details remain limited and counterparties unnamed, the mechanism appears focused on cost internalization rather than limiting build-outs.\n\nFor AI infrastructure names such as $NBIS $IREN $CRWV, the announcement suggests demand remains intact but project economics may increasingly reflect direct energy cost pass-through. The key variable for markets will be whether incremental power procurement and grid upgrade costs compress developer margins or are embedded into long-term contracted pricing.\n\nFor electrification and grid-exposed equities including $TE $SEDG $SHLS, the framework reinforces structural load growth. If hyperscalers and data center operators are funding new transmission, interconnection, storage, and distributed generation capacity, that supports continued capital deployment across grid hardware, inverters, power electronics, and solar-plus-storage ecosystems. 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{"unit_id": "orig:2026409575411265689", "ticker_idx": 2, "ts": "2026-02-24T21:31:06+00:00", "symbol": "SHLS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the framework reinforces structural load growth... supports continued capital deployment across grid hardware, inverters, power electronics, and solar-plus-storage ecosystems", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Policy reinforces structural grid load growth, supporting capital deployment in electrification/grid equities TE, SEDG, SHLS; AI infra names NBIS/IREN/CRWV face margin uncertainty.", "resolved_tickers": ["SHLS"], "resolution_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": "TRUMP TO ANNOUNCE DATA CENTER ENERGY COST-SHARING DEALS DURING STATE OF UNION SPEECH - POLITICO\n\nPresident Trump is expected to announce agreements requiring major technology companies to assume a greater share of the energy costs tied to new data center development . The policy is framed around preventing incremental AI-driven load from translating into higher retail electricity rates.\n\nUnder the reported “rate payer protection pledges,” companies building large-scale data centers would effectively fund incremental grid and power costs in regions where their projects materially increase demand . While details remain limited and counterparties unnamed, the mechanism appears focused on cost internalization rather than limiting build-outs.\n\nFor AI infrastructure names such as $NBIS $IREN $CRWV, the announcement suggests demand remains intact but project economics may increasingly reflect direct energy cost pass-through. The key variable for markets will be whether incremental power procurement and grid upgrade costs compress developer margins or are embedded into long-term contracted pricing.\n\nFor electrification and grid-exposed equities including $TE $SEDG $SHLS, the framework reinforces structural load growth. If hyperscalers and data center operators are funding new transmission, interconnection, storage, and distributed generation capacity, that supports continued capital deployment across grid hardware, inverters, power electronics, and solar-plus-storage ecosystems. From a market perspective, the policy shifts who pays, not whether incremental megawatts get built.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0021897615612302967, "ret_signed_m1d": -0.0021897615612302967, "alpha_spy_m1d": 0.0061779355480696685, "alpha_c_m1d": 0.0061779355480696685, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": -0.008367697109299965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0729927017461498, "ret_signed_p1d": -0.0729927017461498, "alpha_spy_p1d": -0.06743825616694266, "alpha_c_p1d": -0.06743825616694266, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.005554445579207146, "ret_p1w": -0.10364964204843397, "ret_signed_p1w": -0.10364964204843397, "alpha_spy_p1w": -0.09207928203456428, "alpha_c_p1w": -0.09207928203456428, "bench_spy_p1w": -0.011570360013869685, "bench_c_p1w": -0.011570360013869685, "ret_p1m": -0.05547447003377748, "ret_signed_p1m": -0.05547447003377748, "alpha_spy_p1m": 0.01131953949321296, "alpha_c_p1m": 0.01131953949321296, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.06679400952699044, "ret_p3m": 0.4467153263330854, "ret_signed_p3m": 0.4467153263330854, "alpha_spy_p3m": 0.3680507763032843, "alpha_c_p3m": 0.3680507763032843, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": 0.0786645500298011, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05547447003377748, "alpha_spy_stated": 0.01131953949321296, "alpha_c_stated": 0.01131953949321296, "price_path": [0.2248, 0.1431, 0.1416, 0.1109, 0.1577, 0.1723, 0.1708, 0.1796, 0.2555, 0.4, 0.292, 0.2657, 0.2467, 0.2292, 0.2613, 0.308, 0.3606, 0.3299, 0.3416, 0.3416, 0.3445, 0.308, 0.2511, 0.2409, 0.2409, 0.327, 0.2978, 0.3489, 0.2905, 0.2555, 0.2642, 0.4044, 0.4088, 0.3343, 0.3679, 0.3533, 0.3533, 0.3445, 0.3212, 0.4102, 0.346, 0.3533, 0.3971, 0.4818, 0.4628, 0.3781, 0.3606, 0.4613, 0.4861, 0.4088, 0.5022, 0.5182, 0.4978, 0.4292, 0.4102, 0.4949, 0.4949, 0.562, 0.5664, 0.4876, 0.5489, 0.4453, -0.0022, 0.0, -0.073, -0.1343, -0.1299, -0.1372, -0.1036, -0.146, -0.1664, -0.1606, -0.0847, -0.0847, -0.1066, -0.1051, -0.0949, -0.0993, -0.1314, -0.1182, -0.1095, -0.0891, 0.0, 0.0088, -0.0555, -0.0336, -0.0876, -0.0394, 0.0073, -0.0044, -0.0044, -0.0423, -0.0642, 0.0146, 0.0175, 0.019, -0.0263, 0.054, 0.0555, 0.0102, 0.0453, 0.0336, 0.0029, 0.0949, 0.1358, 0.1577, 0.1387, 0.1168, 0.0715, 0.1591, 0.1912, 0.2073, 0.1869, 0.2161, 0.1445, 0.2905, 0.3606, 0.2599, 0.3299, 0.3547, 0.508, 0.4102, 0.3547, 0.4124, 0.3942, 0.4467, 0.4467, 0.5796, 0.7693, 0.781, 0.8175, 0.7781, 0.819, 0.8088, 0.8642, 0.5781, 0.5883, 0.4058, 0.3504, 0.4438, 0.5226, 0.5036, 0.454, 0.3781, 0.5212, 0.5212, 0.5971, 0.5007, 0.4891, 0.4394, 0.3139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2006210312043651250", "ticker_idx": 0, "ts": "2025-12-31T03:46:26+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC $TE $EOSE", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Tags grid-scale battery/energy storage players FLNC, TE, EOSE as implied beneficiaries of xAI's Colossus solar+storage buildout.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $TE $EOSE\n\nELON MUSK TO POWER  DATA CENTER WITH MASSIVE 88-ACRE SOLAR ARRAY\n\nxAI has formally submitted plans to Memphis city and county officials to build an 88-acre solar array adjacent to its flagship Colossus supercomputer data center in southwest Memphis, Tennessee. The proposal outlines solar installations to the west and south of the facility, marking a significant renewable energy deployment at one of the largest AI compute sites in the U.S.  \n\nThe solar array is intended to supply clean, energy-efficient power to Colossus, the Elon Musk-backed AI supercomputing installation that currently runs tens of thousands of GPUs and is planned for eventual expansion toward a million GPUs. In its planning documents, xAI emphasized its goal to complement traditional grid power with on-site renewable energy generation.  \n\nThe move comes amid ongoing scrutiny over how the Colossus site meets its substantial electricity needs. Earlier reports highlighted controversy around the use of on-site natural gas turbines, some of which were installed without full environmental permits and drew criticism from local residents and advocacy groups. In response, xAI has already begun deploying grid-scale battery systems — including Tesla Megapacks — and now seeks to increase renewable capacity with the solar project.  \n\nIndustry observers note that while a project of this scale represents a meaningful step toward decarbonizing data center operations, the proposed solar installation may only cover a fraction of Colossus’s total energy demand given the compute load. Nonetheless, it aligns with broader trends among hyperscalers to integrate renewables and energy storage to manage costs and ESG expectations.  \n\nhttps://t.co/azjTa2O5iW", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004044485385688912, "ret_signed_m1d": 0.004044485385688912, "alpha_spy_m1d": -0.0034196684010916467, "alpha_c_m1d": -0.0034196684010916467, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.0074641537867805585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.03943370840343263, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.5960565520171464, "alpha_spy_stated": 0.5782832404722951, "alpha_c_stated": 0.5782832404722951, "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": "orig:2006210312043651250", "ticker_idx": 1, "ts": "2025-12-31T03:46:26+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC $TE $EOSE", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Tags grid-scale battery/energy storage players FLNC, TE, EOSE as implied beneficiaries of xAI's Colossus solar+storage buildout.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $TE $EOSE\n\nELON MUSK TO POWER  DATA CENTER WITH MASSIVE 88-ACRE SOLAR ARRAY\n\nxAI has formally submitted plans to Memphis city and county officials to build an 88-acre solar array adjacent to its flagship Colossus supercomputer data center in southwest Memphis, Tennessee. The proposal outlines solar installations to the west and south of the facility, marking a significant renewable energy deployment at one of the largest AI compute sites in the U.S.  \n\nThe solar array is intended to supply clean, energy-efficient power to Colossus, the Elon Musk-backed AI supercomputing installation that currently runs tens of thousands of GPUs and is planned for eventual expansion toward a million GPUs. In its planning documents, xAI emphasized its goal to complement traditional grid power with on-site renewable energy generation.  \n\nThe move comes amid ongoing scrutiny over how the Colossus site meets its substantial electricity needs. Earlier reports highlighted controversy around the use of on-site natural gas turbines, some of which were installed without full environmental permits and drew criticism from local residents and advocacy groups. In response, xAI has already begun deploying grid-scale battery systems — including Tesla Megapacks — and now seeks to increase renewable capacity with the solar project.  \n\nIndustry observers note that while a project of this scale represents a meaningful step toward decarbonizing data center operations, the proposed solar installation may only cover a fraction of Colossus’s total energy demand given the compute load. 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{"unit_id": "orig:2006210312043651250", "ticker_idx": 2, "ts": "2025-12-31T03:46:26+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC $TE $EOSE", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Tags grid-scale battery/energy storage players FLNC, TE, EOSE as implied beneficiaries of xAI's Colossus solar+storage buildout.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $TE $EOSE\n\nELON MUSK TO POWER  DATA CENTER WITH MASSIVE 88-ACRE SOLAR ARRAY\n\nxAI has formally submitted plans to Memphis city and county officials to build an 88-acre solar array adjacent to its flagship Colossus supercomputer data center in southwest Memphis, Tennessee. 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{"unit_id": "orig:2012120191803457568", "ticker_idx": 0, "ts": "2026-01-16T11:10:11+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Morgan Stanley Upgrades Rocket Lab to Overweight from Equalweight, Raises PT to $105 from $67", "tweet_type": "news_reaction", "timeline": "months", "summary": "Morgan Stanley upgrades RKLB to Overweight, PT $105 from $67, citing re-rating justified by launch execution, medium-lift market entry, SDA win, and Golden Dome optionality.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB - Morgan Stanley Upgrades Rocket Lab to Overweight from Equalweight, Raises PT to $105 from $67\n\nAnalyst comments: \"We see growing market recognition that the company is a strategically important, multi-faceted space company with credible long-term growth optionality. While valuation has expanded materially, we believe the re-rating is increasingly justified by proven and repeatable launch execution, a credible pathway into a capacity-constrained medium-lift market, expanding commercial and government relevance, and improved visibility into long-term revenue scale. To this point, we highlight the company's recent ~$816mn Space Development Agency Tranche 3 Tracking Layer win as a strategic win. We see this award as yet another indication that the company can effectively compete and win vis-à-vis more established Defense Primes with strong heritage space capabilities. We also see SDA's Tracking Layer (and broader PWSA) as Golden Dome-adjacent. Viewed through this lens, RKLB's SDA award may effectively improve its positioning for future Golden Dome opportunities.\"", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05752856427792419, "ret_signed_m1d": -0.05752856427792419, "alpha_spy_m1d": -0.058367172140966206, "alpha_c_m1d": -0.050817959841012006, "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": -0.07684321174841158, "ret_signed_p1w": -0.07684321174841158, "alpha_spy_p1w": -0.07332989457925299, "alpha_c_p1w": -0.06078573665985898, "bench_spy_p1w": -0.003513317169158592, "bench_c_p1w": -0.016057475088552597, "ret_p1m": -0.29968847036111035, "ret_signed_p1m": -0.29968847036111035, "alpha_spy_p1m": -0.28536063368107845, "alpha_c_p1m": -0.3432475216581966, "bench_spy_p1m": -0.014327836680031902, "bench_c_p1m": 0.04355905129708626, "ret_p3m": -0.2357217430765426, "ret_signed_p3m": -0.2357217430765426, "alpha_spy_p3m": -0.25045668559424517, "alpha_c_p3m": -0.2642478088784237, "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": -0.29968847036111035, "alpha_spy_stated": -0.28536063368107845, "alpha_c_stated": -0.3432475216581966, "price_path": [-0.3209, -0.3711, -0.3399, -0.3296, -0.3186, -0.338, -0.313, -0.3674, -0.346, -0.363, -0.4126, -0.4141, -0.4848, -0.4638, -0.4611, -0.4679, -0.4811, -0.5301, -0.5271, -0.5503, -0.5558, -0.547, -0.59, -0.5815, -0.5592, -0.5576, -0.5646, -0.5646, -0.5624, -0.5808, -0.5649, -0.5356, -0.4873, -0.4906, -0.4646, -0.4452, -0.4027, -0.3403, -0.3615, -0.4246, -0.4238, -0.4397, -0.3778, -0.2677, -0.1947, -0.1985, -0.1985, -0.1985, -0.2664, -0.2719, -0.2684, -0.2756, -0.2756, -0.2109, -0.1886, -0.1066, -0.1269, -0.1373, -0.1189, -0.0872, -0.1009, -0.0467, -0.0575, 0.0, 0.0, -0.0741, -0.0881, -0.0864, -0.0768, -0.1643, -0.0966, -0.0803, -0.1103, -0.1685, -0.23, -0.1561, -0.2408, -0.3113, -0.249, -0.2125, -0.252, -0.2771, -0.3145, -0.2997, -0.2997, -0.2742, -0.2272, -0.2048, -0.2642, -0.2709, -0.2734, -0.271, -0.2456, -0.2825, -0.263, -0.2718, -0.2533, -0.2731, -0.272, -0.2577, -0.2842, -0.2528, -0.29, -0.2896, -0.2595, -0.1839, -0.2785, -0.2531, -0.3019, -0.2939, -0.3139, -0.2432, -0.3153, -0.3673, -0.4042, -0.3331, -0.3196, -0.2967, -0.2967, -0.2973, -0.3113, -0.2827, -0.307, -0.2934, -0.2667, -0.2501, -0.2357, -0.1388, -0.1194, -0.071, -0.1003, -0.065, -0.1215, -0.1726, -0.1455, -0.1839, -0.2002, -0.1432, -0.1816, -0.166, -0.1821, -0.121, -0.184, 0.0952, 0.2186, 0.2208, 0.2892, 0.3764, 0.2956, 0.362, 0.322, 0.3944, 0.3027, 0.4098, 0.4098, 0.487, 0.56, 0.5372, 0.4899, 0.2709, 0.2806, 0.1911, 0.2456, 0.1431, 0.1802, 0.1239, 0.0909, 0.1919, 0.0632, 0.1345, 0.0865, 0.1213, 0.1136, 0.1136, 0.0414, -0.0123, -0.1131, -0.1621, -0.1221, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2021083603292270824", "ticker_idx": 0, "ts": "2026-02-10T04:47:35+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It trades at that level because it's going bankrupt. The novo lawsuit allows treble damages potentially exceeding the entire value of the equity and 6x available cash on hand.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short HIMS: Novo lawsuit treble damages could exceed total equity value and 6x cash, implying bankruptcy.", "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 It trades at that level because it’s going bankrupt. The novo lawsuit allows treble damages potentially exceeding the entire value of the equity and 6x available cash on hand. It pains me to see such level of stupidity on this platform", "reply_text": null, "parent_text": "Jeff Bezos says that if you have a 10% chance of making a 100x, you should take that bet every single time.\n\nThis is the case with $HIMS.\n\nDown ~75% from its highs, ~$4B market cap, and a P/S ratio below 2.\n\n$HIMS trades as if it’s destined to fail — all the pessimism is already https://t.co/U7eCnL3Dpb", "quoted_text": null, "parent_author": "danielisdizzy", "ret_m1d": 0.1212297088361467, "ret_signed_m1d": -0.1212297088361467, "alpha_spy_m1d": -0.11858567860498015, "alpha_c_m1d": -0.11858567860498015, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.0026440302311665498, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03190250837369213, "ret_signed_p1d": 0.03190250837369213, "alpha_spy_p1d": 0.03167138623002763, "alpha_c_p1d": 0.03167138623002763, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": -0.05626446207844582, "ret_signed_p1w": 0.05626446207844582, "alpha_spy_p1w": 0.042870814169582605, "alpha_c_p1w": 0.042870814169582605, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": 0.5011600640577072, "ret_signed_p1m": -0.5011600640577072, "alpha_spy_p1m": -0.5239739562095722, "alpha_c_p1m": -0.5239739562095722, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": 0.6397912316172911, "ret_signed_p3m": -0.6397912316172911, "alpha_spy_p3m": -0.5711405966298135, "alpha_c_p3m": -0.5711405966298135, "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": -0.5011600640577072, "alpha_spy_stated": -0.5239739562095722, "alpha_c_stated": -0.5239739562095722, "price_path": [1.0911, 1.145, 1.0638, 1.1032, 1.0783, 0.9501, 1.0133, 1.1914, 1.1514, 1.2274, 1.2274, 1.3063, 1.1758, 1.1061, 1.1502, 1.3213, 1.2738, 1.2691, 1.3097, 1.1972, 1.1908, 1.1584, 1.1027, 1.1381, 1.0284, 1.0168, 1.0626, 1.0331, 1.0186, 1.011, 1.011, 0.9901, 0.978, 0.9165, 0.8834, 0.8834, 0.9379, 1.0133, 1.0568, 1.0568, 0.9646, 0.8382, 0.8759, 0.8677, 0.8167, 0.8115, 0.8202, 0.8202, 0.7674, 0.6758, 0.7703, 0.7181, 0.7564, 0.7216, 0.663, 0.7326, 0.5713, 0.5336, 0.4814, 0.4153, 0.3619, 0.3353, 0.1212, 0.0, -0.0319, -0.0835, -0.0545, -0.0545, -0.0563, -0.0812, -0.0824, -0.0934, -0.1003, -0.1032, -0.0824, -0.0951, -0.1578, -0.0441, -0.0824, -0.0458, -0.0789, -0.087, 0.2854, 0.3614, 0.5012, 0.3828, 0.4368, 0.4432, 0.449, 0.3428, 0.4014, 0.2773, 0.3028, 0.2378, 0.2088, 0.21, 0.1241, 0.0893, 0.2042, 0.1508, 0.1102, 0.1102, 0.1792, 0.1311, 0.1247, 0.1456, 0.127, 0.2268, 0.239, 0.4089, 0.5655, 0.6717, 0.7987, 0.7262, 0.6827, 0.6328, 0.7726, 0.7048, 0.6189, 0.5273, 0.576, 0.5899, 0.5818, 0.5273, 0.5592, 0.4878, 0.6398, 0.6903, 0.4519, 0.4002, 0.406, 0.453, 0.2929, 0.3016, 0.3364, 0.3927, 0.3776, 0.3776, 0.3834, 0.4617, 0.4722, 0.5168, 0.6102, 0.5957, 0.5957, 0.6247, 0.5191, 0.576, 0.681, 0.6114, 0.6746, 0.5557, 0.75, 0.8254, 0.8498, 1.0574, 1.0574, 0.9455, 0.9118, 0.8968, 0.8973, 0.9687, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021936249117061351", "ticker_idx": 0, "ts": "2026-02-12T13:15:42+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS core AI business grew 830% year over year", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares NBIS result: core AI business up 830% YoY; implied bullish on durable hypergrowth.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS core AI business grew 830% year over year https://t.co/yMTq1a2y9i", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01248192025722783, "ret_signed_m1d": -0.01248192025722783, "alpha_spy_m1d": -0.028173192214056564, "alpha_c_m1d": -0.030800154733494067, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.018318234476266237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09227681343508021, "ret_signed_p1d": 0.09227681343508021, "alpha_spy_p1d": 0.09157231433196111, "alpha_c_p1d": 0.09280019347545787, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": -0.0005233800403776634, "ret_p1w": 0.1992644219826205, "ret_signed_p1w": 0.1992644219826205, "alpha_spy_p1w": 0.19455269019016663, "alpha_c_p1w": 0.19490294395845753, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.004361478024162979, "ret_p1m": 0.25877624788380604, "ret_signed_p1m": 0.25877624788380604, "alpha_spy_p1m": 0.28663602608277416, "alpha_c_p1m": 0.26043360685550987, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.0016573589717038262, "ret_p3m": 0.996099341464155, "ret_signed_p3m": 0.996099341464155, "alpha_spy_p3m": 0.909605099046572, "alpha_c_p3m": 0.9822322135929529, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.013867127871202145, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25877624788380604, "alpha_spy_stated": 0.28663602608277416, "alpha_c_stated": 0.26043360685550987, "price_path": [-0.0418, 0.009, 0.0595, -0.0567, -0.0721, 0.0242, -0.0095, 0.0553, 0.0553, 0.0573, 0.1161, 0.0749, 0.1024, 0.1457, 0.0926, 0.1181, 0.0744, 0.043, 0.0507, -0.0227, -0.0957, -0.0978, -0.1591, -0.1297, -0.003, 0.039, 0.0033, 0.0156, 0.0156, -0.0238, -0.0411, -0.0508, -0.0671, -0.0671, 0.0025, 0.0345, 0.1171, 0.0722, 0.0844, 0.0914, 0.1961, 0.175, 0.1365, 0.1578, 0.2117, 0.2117, 0.1065, 0.1019, 0.0793, 0.0532, 0.0193, 0.0907, 0.1192, 0.0577, -0.0506, -0.0175, 0.0025, -0.0818, -0.1768, -0.0405, 0.0351, 0.023, -0.0125, 0.0, 0.0923, 0.0923, 0.0868, 0.1345, 0.1993, 0.0913, 0.1213, 0.1432, 0.1827, 0.1688, 0.0163, 0.0143, -0.0327, 0.0897, 0.066, -0.0045, 0.0581, 0.0747, 0.2481, 0.2041, 0.2588, 0.4471, 0.2964, 0.3213, 0.3543, 0.3108, 0.2721, 0.2806, 0.2826, 0.181, 0.1236, 0.0282, 0.1564, 0.1362, 0.2127, 0.2127, 0.2542, 0.3084, 0.3931, 0.5193, 0.6156, 0.7225, 0.8047, 0.8586, 0.8426, 0.7513, 0.7738, 0.7447, 0.7401, 0.7506, 0.64, 0.6155, 0.5102, 0.5735, 0.5405, 0.7217, 0.9661, 0.9605, 1.1742, 1.0592, 0.9731, 1.074, 0.9961, 1.3099, 1.4646, 1.4511, 1.2273, 1.2036, 1.1377, 1.451, 1.3935, 1.3935, 1.3187, 1.3222, 1.5225, 1.5754, 1.9478, 1.904, 1.8049, 1.8939, 1.5388, 1.4295, 1.4531, 1.3592, 1.4768, 1.5895, 1.8984, 1.9544, 2.1306, 2.195, 2.195, 2.1607, 2.0675, 1.8938, 1.86, 1.678, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065475049218334741", "ticker_idx": 0, "ts": "2026-06-12T16:43:21+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still holding btw", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author confirms still holding SNDK long position.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "still holding btw https://t.co/P3Ey5c0PCe", "reply_text": null, "parent_text": null, "quoted_text": "Wife changin money. Thank you $SNDK https://t.co/kMwauRG8Da", "parent_author": null, "ret_m1d": -0.04979039797782858, "ret_signed_m1d": -0.04979039797782858, "alpha_spy_m1d": -0.04441124188594503, "alpha_c_m1d": -0.041186513374936284, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.008603884602892298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06452206121467752, "ret_signed_p1d": 0.06452206121467752, "alpha_spy_p1d": 0.0468880913209242, "alpha_c_p1d": 0.026697391217771704, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.03782466999690581, "ret_p1w": 0.10335337959564583, "ret_signed_p1w": 0.10335337959564583, "alpha_spy_p1w": 0.09403250093965276, "alpha_c_p1w": 0.06742262566411661, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.035930753931529225, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6363, -0.6194, -0.6101, -0.6416, -0.6452, -0.6452, -0.6577, -0.6954, -0.689, -0.7109, -0.6791, -0.6502, -0.6457, -0.6457, -0.634, -0.641, -0.6056, -0.5699, -0.5698, -0.519, -0.523, -0.5497, -0.5356, -0.5349, -0.5389, -0.5437, -0.5055, -0.5291, -0.5001, -0.4595, -0.4938, -0.4625, -0.4462, -0.4005, -0.3658, -0.2898, -0.2879, -0.3233, -0.211, -0.2184, -0.2667, -0.2691, -0.3017, -0.2891, -0.3268, -0.3014, -0.2967, -0.2211, -0.2532, -0.2532, -0.1972, -0.197, -0.1709, -0.144, -0.1104, -0.1332, -0.075, -0.1113, -0.2125, -0.1707, -0.1685, -0.1701, -0.0498, 0.0, 0.0645, 0.0058, -0.0108, 0.1034, 0.1034, 0.1483, -0.0083, -0.0331, 0.1792, 0.0559, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065425936481198511", "ticker_idx": 0, "ts": "2026-06-12T13:28:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I agree. buy $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS; author agrees with parent's view and issues a buy call.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree. buy $NBIS", "reply_text": null, "parent_text": null, "quoted_text": "Neos will rip harder", "parent_author": null, "ret_m1d": -0.043553086118974016, "ret_signed_m1d": -0.043553086118974016, "alpha_spy_m1d": -0.038173930027090464, "alpha_c_m1d": -0.04776267001321177, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": 0.004209583894237756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11925463350438936, "ret_signed_p1d": 0.11925463350438936, "alpha_spy_p1d": 0.10162066361063604, "alpha_c_p1d": 0.11441810634122107, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.0048365271631682916, "ret_p1w": 0.23381822038364342, "ret_signed_p1w": 0.23381822038364342, "alpha_spy_p1w": 0.22449734172765035, "alpha_c_p1w": 0.2535227095673819, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": -0.01970448918373846, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4994, -0.4898, -0.477, -0.4938, -0.5087, -0.5055, -0.5047, -0.5439, -0.5661, -0.6029, -0.5535, -0.5612, -0.5317, -0.5317, -0.5157, -0.4947, -0.462, -0.4133, -0.3761, -0.3348, -0.3031, -0.2823, -0.2884, -0.3237, -0.315, -0.3263, -0.328, -0.324, -0.3667, -0.3761, -0.4168, -0.3924, -0.4051, -0.3351, -0.2407, -0.2429, -0.1604, -0.2048, -0.238, -0.1991, -0.2292, -0.108, -0.0482, -0.0535, -0.1399, -0.149, -0.1745, -0.0535, -0.0757, -0.0757, -0.1046, -0.1032, -0.0259, -0.0055, 0.1384, 0.1214, 0.0831, 0.1175, -0.0196, -0.0618, -0.0527, -0.089, -0.0436, 0.0, 0.1193, 0.1409, 0.2089, 0.2338, 0.2338, 0.2206, 0.1846, 0.1175, 0.1045, 0.0342, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031810673530060886", "ticker_idx": 0, "ts": "2026-03-11T19:13:08+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just last week, he invested $2 billion into $LITE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish LITE and NBIS; Jensen/NVIDIA invested $2B in each, author claims to have been covering both for months.", "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": "self_thread", "lang": "en", "tweet_text": "Jensen has been reading and listening to the Substack\n\nJust last week, he invested $2 billion into $LITE\n\nAnd today, another $2 billion investment in $NBIS\n\nWe have been covering these stocks for months\n\nJensen listened. Did you nephew? https://t.co/9tTKj6NEP4\n\n---\n\nOur analysis of $NBIS from early February:\n\nhttps://t.co/3zWuaQSujR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.0012567118911781527, "alpha_c_m1d": -0.0012567118911781527, "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": -0.08319936479840961, "ret_signed_p1d": -0.08319936479840961, "alpha_spy_p1d": -0.06801439852740643, "alpha_c_p1d": -0.06801439852740643, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.015184966271003186, "ret_p1w": 0.04287202017647873, "ret_signed_p1w": 0.04287202017647873, "alpha_spy_p1w": 0.06490276389280591, "alpha_c_p1w": 0.06490276389280591, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.022030743716327184, "ret_p1m": 0.33055060250418533, "ret_signed_p1m": 0.33055060250418533, "alpha_spy_p1m": 0.3225119830183467, "alpha_c_p1m": 0.3225119830183467, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.008038619485838616, "ret_p3m": 0.33244051252092643, "ret_signed_p3m": 0.33244051252092643, "alpha_spy_p3m": 0.23646853178893612, "alpha_c_p3m": 0.23646853178893612, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.09597198073199031, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.33055060250418533, "alpha_spy_stated": 0.3225119830183467, "alpha_c_stated": 0.3225119830183467, "price_path": [-0.5173, -0.5019, -0.5295, -0.5234, -0.4983, -0.4473, -0.4198, -0.4235, -0.4108, -0.4108, -0.4185, -0.4455, -0.4476, -0.4515, -0.4515, -0.4254, -0.4687, -0.4086, -0.4154, -0.4818, -0.4771, -0.4942, -0.4623, -0.5065, -0.4892, -0.5175, -0.5175, -0.469, -0.4607, -0.4725, -0.4953, -0.5053, -0.4484, -0.4271, -0.4324, -0.4169, -0.3699, -0.3525, -0.3072, -0.2494, -0.1786, -0.1411, -0.165, -0.1457, -0.1318, -0.1626, -0.1626, -0.1065, -0.1157, -0.0541, -0.0063, 0.0041, 0.0242, 0.0765, 0.0074, 0.043, 0.1656, 0.0334, 0.0131, -0.0315, -0.169, -0.0466, 0.0, 0.0, -0.0832, -0.0737, -0.0702, -0.0334, 0.0429, 0.149, 0.0511, 0.0847, 0.1934, 0.1565, 0.025, 0.0457, -0.0256, 0.0458, 0.1379, 0.2305, 0.2305, 0.1492, 0.2139, 0.3334, 0.3306, 0.3353, 0.2964, 0.269, 0.2262, 0.3262, 0.3305, 0.332, 0.2454, 0.3, 0.2603, 0.312, 0.2793, 0.1776, 0.2773, 0.3427, 0.4136, 0.4526, 0.48, 0.4052, 0.3282, 0.3449, 0.5671, 0.4767, 0.5333, 0.4908, 0.4445, 0.3169, 0.3245, 0.2918, 0.4353, 0.4091, 0.4091, 0.3554, 0.3427, 0.2807, 0.2723, 0.3467, 0.5315, 0.3958, 0.4064, 0.2852, 0.3324, 0.2229, 0.2697, 0.3238, 0.3714, 0.4245, 0.3026, 0.2946, 0.2649, 0.2649, 0.3303, 0.232, 0.2538, 0.2827, 0.2157, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031810673530060886", "ticker_idx": 1, "ts": "2026-03-11T19:13:08+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "another $2 billion investment in $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish LITE and NBIS; Jensen/NVIDIA invested $2B in each, author claims to have been covering both for months.", "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": "Jensen has been reading and listening to the Substack\n\nJust last week, he invested $2 billion into $LITE\n\nAnd today, another $2 billion investment in $NBIS\n\nWe have been covering these stocks for months\n\nJensen listened. Did you nephew? https://t.co/9tTKj6NEP4\n\n---\n\nOur analysis of $NBIS from early February:\n\nhttps://t.co/3zWuaQSujR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1389794371149411, "ret_signed_m1d": -0.1389794371149411, "alpha_spy_m1d": -0.14023614900611925, "alpha_c_m1d": -0.14222729405077827, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.003247856935837179, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03531409200465763, "ret_signed_p1d": -0.03531409200465763, "alpha_spy_p1d": -0.02012912573365444, "alpha_c_p1d": -0.020527751079502443, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.014786340925155184, "ret_p1w": 0.058618640573336434, "ret_signed_p1w": 0.058618640573336434, "alpha_spy_p1w": 0.08064938428966362, "alpha_c_p1w": 0.0871656109006348, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.02854697032729836, "ret_p1m": 0.21728647250035737, "ret_signed_p1m": 0.21728647250035737, "alpha_spy_p1m": 0.20924785301451876, "alpha_c_p1m": 0.2375031357772811, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": -0.02021666327692373, "ret_p3m": 0.9465154217039664, "ret_signed_p3m": 0.9465154217039664, "alpha_spy_p3m": 0.8505434409719761, "alpha_c_p3m": 0.9939983424167084, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": -0.04748292071274196, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21728647250035737, "alpha_spy_stated": 0.20924785301451876, "alpha_c_stated": 0.2375031357772811, "price_path": [-0.217, -0.2755, -0.2772, -0.3263, -0.3027, -0.2012, -0.1676, -0.1961, -0.1863, -0.1863, -0.2179, -0.2318, -0.2395, -0.2526, -0.2526, -0.1968, -0.1711, -0.105, -0.1409, -0.1312, -0.1256, -0.0417, -0.0586, -0.0894, -0.0724, -0.0292, -0.0292, -0.1134, -0.1172, -0.1352, -0.1562, -0.1834, -0.1261, -0.1033, -0.1526, -0.2393, -0.2128, -0.1968, -0.2643, -0.3404, -0.2312, -0.1707, -0.1804, -0.2088, -0.1988, -0.1249, -0.1249, -0.1292, -0.091, -0.0392, -0.1257, -0.1017, -0.0841, -0.0525, -0.0635, -0.1858, -0.1874, -0.225, -0.1269, -0.1459, -0.2024, -0.1523, -0.139, 0.0, -0.0353, 0.0085, 0.1594, 0.0387, 0.0586, 0.085, 0.0502, 0.0192, 0.026, 0.0276, -0.0538, -0.0998, -0.1762, -0.0735, -0.0897, -0.0283, -0.0283, 0.0049, 0.0483, 0.1161, 0.2173, 0.2944, 0.3801, 0.446, 0.4891, 0.4763, 0.4031, 0.4211, 0.3978, 0.3942, 0.4026, 0.314, 0.2943, 0.21, 0.2607, 0.2343, 0.3794, 0.5752, 0.5708, 0.742, 0.6498, 0.5809, 0.6617, 0.5993, 0.8507, 0.9746, 0.9638, 0.7845, 0.7655, 0.7128, 0.9637, 0.9177, 0.9177, 0.8578, 0.8605, 1.021, 1.0634, 1.3618, 1.3267, 1.2472, 1.3186, 1.0341, 0.9465, 0.9654, 0.8902, 0.9844, 1.0747, 1.3222, 1.3671, 1.5082, 1.5598, 1.5598, 1.5323, 1.4577, 1.3185, 1.2914, 1.1456, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2034690095962628106", "ticker_idx": 0, "ts": "2026-03-19T17:54:56+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CFO Mark Murphy pushed back on the idea that margins should revert to historical averages, describing AI as a 'transformational secular driver' that requires a rethinking of prior cyclical assumptions... margins now reflect recognition that memory is significantly more valuable as an efficient way to monetize AI across both data center and edge", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU: AI-driven SCAs improve revenue visibility, HBM4 ramp underway, margins structurally higher, DRAM/NAND supply constrained beyond 2026, data center TAM >50% for first time.", "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 Q2 FY2026 EARNINGS CALL SUMMARY:\n\nCEO Sanjay Mehrotra opened the call by stating that AI has fundamentally recast memory as a defining \"strategic asset,\" not just a commodity input. He noted that memory enables longer context windows, deeper reasoning chains, and multi-agent orchestration, and that as AI evolves, compute architectures will become increasingly memory-intensive. Micron is now executing Strategic Customer Agreements (SCAs) with multiyear volume and price commitments, replacing prior LTAs and providing significantly improved revenue visibility.\n\nOn HBM, Mehrotra confirmed that volume shipments of 36GB 12-high HBM4 have commenced for NVIDIA's Vera Rubin platform, with the company expecting to reach mature yields faster than HBM3E. The 16-high HBM4 stack has been sampled at 48GB per stack, a 33% capacity increase, and HBM4E development is underway on Micron's 1-gamma DRAM node with volume ramp targeted for calendar 2027. Management also noted that Micron has achieved its HBM market share target in line with overall DRAM share and will no longer break out HBM share on a quarterly basis going forward.\n\nCFO Mark Murphy pushed back on the idea that margins should revert to historical averages, describing AI as a \"transformational secular driver\" that requires a rethinking of prior cyclical assumptions. He outlined the self-reinforcing demand loop: more memory drives down token cost, which accelerates AI deployment, which generates more tokens and agents, which in turn requires more memory. Murphy added that margins now reflect recognition that memory is significantly more valuable as an efficient way to monetize AI across both data center and edge.\n\nOn the supply side, management described both DRAM and NAND as structurally constrained, driven by low inventory, declining bits-per-wafer on node transitions, rising HBM trade ratios, and long greenfield lead times, with tightness expected to persist beyond calendar 2026. Data center's share of DRAM and NAND TAM is expected to exceed 50% of total industry for the first time in calendar 2026. Micron also highlighted emerging demand vectors including robotics, which management described as a potential 20-year growth opportunity with memory requirements comparable to L4 autonomous vehicles, and LP SOCAMM for data centers, where Micron sampled the industry's first 256GB product enabling 4x the memory content per CPU versus a year ago.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.039300492601358705, "ret_signed_m1d": 0.039300492601358705, "alpha_spy_m1d": 0.03683002338053165, "alpha_c_m1d": 0.04246569050852611, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": -0.0031651979071674052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04810137299176742, "ret_signed_p1d": -0.04810137299176742, "alpha_spy_p1d": -0.033765676724914706, "alpha_c_p1d": -0.022323942506537797, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.1999009602022468, "ret_signed_p1w": -0.1999009602022468, "alpha_spy_p1w": -0.18027651616244322, "alpha_c_p1w": -0.1642481277017227, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.024739883090157067, "ret_signed_p1m": 0.024739883090157067, "alpha_spy_p1m": -0.05449545344513007, "alpha_c_p1m": -0.15058673465555272, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 1.2985770897555384, "ret_signed_p3m": 1.2985770897555384, "alpha_spy_p3m": 1.1582629937501192, "alpha_c_p3m": 0.7387675611034268, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.5598095286521116, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 1.2985770897555384, "alpha_spy_stated": 1.1582629937501192, "alpha_c_stated": 0.7387675611034268, "price_path": [-0.3777, -0.3784, -0.355, -0.355, -0.3592, -0.3374, -0.3413, -0.3576, -0.3576, -0.29, -0.2974, -0.227, -0.2357, -0.2639, -0.2232, -0.2215, -0.2389, -0.2497, -0.2423, -0.1835, -0.1835, -0.1784, -0.1242, -0.1051, -0.1004, -0.1242, -0.0766, -0.0202, -0.0191, -0.0662, -0.0146, -0.0559, -0.146, -0.1382, -0.1116, -0.1368, -0.1599, -0.0764, -0.0682, -0.0734, -0.0734, -0.1001, -0.0525, -0.0606, -0.0362, -0.0524, -0.0591, -0.0344, -0.0646, -0.0718, -0.0711, -0.1454, -0.0979, -0.1063, -0.1665, -0.1237, -0.0926, -0.0576, -0.0876, -0.0408, -0.0056, 0.0392, 0.0393, 0.0, -0.0481, -0.0899, -0.1097, -0.14, -0.1999, -0.1959, -0.2754, -0.2392, -0.1717, -0.1753, -0.1753, -0.1493, -0.1498, -0.0841, -0.0508, -0.0529, -0.0395, 0.0486, 0.0274, 0.0296, 0.0247, 0.0098, 0.0119, 0.0977, 0.0848, 0.1185, 0.1812, 0.1356, 0.1675, 0.1646, 0.221, 0.2981, 0.4416, 0.501, 0.4561, 0.6817, 0.7909, 0.7262, 0.8096, 0.7474, 0.6318, 0.5347, 0.5734, 0.6483, 0.7161, 0.6911, 0.6911, 1.0174, 1.0906, 1.0796, 1.1865, 1.3318, 1.3962, 1.431, 1.2428, 0.9456, 1.1376, 1.1075, 1.0084, 1.2425, 1.2104, 1.45, 1.2986, 1.3491, 1.5536, 1.5536, 1.7278, 1.3684, 1.3611, 1.7327, 1.5498, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2001754094445170935", "ticker_idx": 0, "ts": "2025-12-18T20:39:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $MU $SNDK $WDC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU, SNDK, WDC citing Sam Altman's comment that memory is still in early innings (GPT-2.0 era).", "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": "Sam Altman - “We’re early in memory. We’re in the GPT2.0 era of memory”\n\nLong $MU $SNDK $WDC", "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.46005451856089974, "alpha_spy_stated": 0.4345783951884836, "alpha_c_stated": 0.30343575761179387, "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:2001754094445170935", "ticker_idx": 1, "ts": "2025-12-18T20:39:01+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $MU $SNDK $WDC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU, SNDK, WDC citing Sam Altman's comment that memory is still in early innings (GPT-2.0 era).", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Sam Altman - “We’re early in memory. We’re in the GPT2.0 era of memory”\n\nLong $MU $SNDK $WDC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.057550371349799234, "ret_signed_m1d": -0.057550371349799234, "alpha_spy_m1d": -0.050055702850805295, "alpha_c_m1d": -0.04236031243037608, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.015190058919423155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08270296792685516, "ret_signed_p1d": 0.08270296792685516, "alpha_spy_p1d": 0.07363946170326807, "alpha_c_p1d": 0.0610834857917637, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.02161948213509146, "ret_p1w": 0.1395242603683593, "ret_signed_p1w": 0.1395242603683593, "alpha_spy_p1w": 0.11594584386373152, "alpha_c_p1w": 0.10432629617199063, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.03519796419636867, "ret_p1m": 0.8847169528089318, "ret_signed_p1m": 0.8847169528089318, "alpha_spy_p1m": 0.8592408294365157, "alpha_c_p1m": 0.8543306657369818, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.030386287071950013, "ret_p3m": 2.2815545469709053, "ret_signed_p3m": 2.2815545469709053, "alpha_spy_p3m": 2.2870209616531523, "alpha_c_p3m": 2.294189461063793, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": -0.012634914092887861, "ret_p6m": 8.022600542282857, "ret_signed_p6m": 8.022600542282857, "alpha_spy_p6m": 7.919855999645678, "alpha_c_p6m": 7.713356260350204, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": 0.30924428193265396, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8847169528089318, "alpha_spy_stated": 0.8592408294365157, "alpha_c_stated": 0.8543306657369818, "price_path": [-0.531, -0.5152, -0.5451, -0.5704, -0.5575, -0.4828, -0.4887, -0.4481, -0.4343, -0.4149, -0.4479, -0.4489, -0.3991, -0.4091, -0.4673, -0.3866, -0.42, -0.3425, -0.3426, -0.3613, -0.3254, -0.3197, -0.3304, -0.2388, -0.1517, -0.1958, -0.2002, -0.0688, -0.1077, -0.0917, -0.0567, -0.1134, -0.0135, -0.0536, 0.0912, 0.221, 0.2375, 0.29, 0.1099, 0.1581, 0.2115, 0.1161, 0.1208, -0.1071, -0.0874, 0.0342, 0.0047, -0.0201, -0.0201, 0.0174, -0.0423, -0.0643, -0.1143, -0.028, 0.0411, 0.0274, 0.0, 0.0611, 0.1009, -0.0605, -0.0802, -0.0462, -0.0576, 0.0, 0.0827, 0.0984, 0.1159, 0.1395, 0.1395, 0.1394, 0.113, 0.0946, 0.0817, 0.0817, 0.2542, 0.2489, 0.5931, 0.611, 0.5244, 0.7197, 0.7738, 0.7762, 0.7671, 0.8648, 0.8847, 0.8847, 1.0647, 1.2842, 1.294, 1.1591, 1.1453, 1.1937, 1.4042, 1.4574, 1.6258, 2.0313, 2.1692, 1.6636, 1.6255, 1.7246, 1.6583, 1.4681, 1.731, 1.872, 1.855, 1.855, 1.6911, 1.7358, 1.8301, 1.9617, 2.037, 1.9095, 1.8815, 1.9705, 1.8951, 1.8209, 1.5764, 1.7297, 1.5772, 1.4029, 1.6826, 1.8201, 1.9866, 1.8197, 2.0148, 2.2062, 2.2816, 2.4343, 2.5181, 2.2339, 2.201, 2.2009, 2.0888, 1.7484, 1.8061, 1.6087, 1.895, 2.1565, 2.1969, 2.1969, 2.3019, 2.2389, 2.5583, 2.8803, 2.8812, 3.3402, 3.3036, 3.0632, 3.1897, 3.1966, 3.1603, 3.1169, 3.4613, 3.2487, 3.5106, 3.8765, 3.5673, 3.8492, 3.9964, 4.4087, 4.7225, 5.4081, 5.4248, 5.1057, 6.119, 6.0517, 5.6163, 5.5945, 5.3006, 5.414, 5.074, 5.3032, 5.3454, 6.0274, 5.7379, 5.7379, 6.243, 6.2448, 6.4804, 6.7234, 7.0262, 6.8208, 7.3455, 7.0182, 6.1053, 6.482, 6.5027, 6.4876, 7.5734, 8.0226]}
{"unit_id": "orig:2001754094445170935", "ticker_idx": 2, "ts": "2025-12-18T20:39:01+00:00", "symbol": "WDC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $MU $SNDK $WDC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU, SNDK, WDC citing Sam Altman's comment that memory is still in early innings (GPT-2.0 era).", "resolved_tickers": ["WDC"], "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": "Sam Altman - “We’re early in memory. We’re in the GPT2.0 era of memory”\n\nLong $MU $SNDK $WDC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.049997120665074, "ret_signed_m1d": -0.049997120665074, "alpha_spy_m1d": -0.04250245216608006, "alpha_c_m1d": -0.03480706174565085, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.015190058919423155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034683770497810906, "ret_signed_p1d": 0.034683770497810906, "alpha_spy_p1d": 0.025620264274223814, "alpha_c_p1d": 0.013064288362719445, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.02161948213509146, "ret_p1w": 0.02599856207758844, "ret_signed_p1w": 0.02599856207758844, "alpha_spy_p1w": 0.0024201455729606636, "alpha_c_p1w": -0.009199402118780231, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.03519796419636867, "ret_p1m": 0.2656990937947714, "ret_signed_p1m": 0.2656990937947714, "alpha_spy_p1m": 0.2402229704223553, "alpha_c_p1m": 0.2353128067228214, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.030386287071950013, "ret_p3m": 0.7939558397274928, "ret_signed_p3m": 0.7939558397274928, "alpha_spy_p3m": 0.7994222544097398, "alpha_c_p3m": 0.8065907538203807, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": -0.012634914092887861, "ret_p6m": 2.218937647565915, "ret_signed_p6m": 2.218937647565915, "alpha_spy_p6m": 2.116193104928736, "alpha_c_p6m": 1.909693365633261, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": 0.30924428193265396, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2656990937947714, "alpha_spy_stated": 0.2402229704223553, "alpha_c_stated": 0.2353128067228214, "price_path": [-0.3582, -0.3705, -0.3737, -0.3879, -0.3898, -0.3335, -0.3145, -0.2544, -0.2506, -0.2503, -0.2847, -0.3153, -0.3081, -0.3166, -0.341, -0.3214, -0.3541, -0.3124, -0.2811, -0.2795, -0.3061, -0.3068, -0.3122, -0.2822, -0.261, -0.2768, -0.2868, -0.1928, -0.2114, -0.1424, -0.0978, -0.1311, -0.0859, -0.0659, -0.0696, -0.0053, -0.0295, -0.0516, -0.1027, -0.0989, -0.0725, -0.1273, -0.1209, -0.1994, -0.2053, -0.1383, -0.1127, -0.0994, -0.0994, -0.0675, -0.0663, -0.0866, -0.1117, -0.0801, -0.035, -0.0299, -0.0313, 0.0397, 0.0697, 0.0076, -0.017, -0.0025, -0.05, 0.0, 0.0347, 0.01, 0.0185, 0.026, 0.026, 0.0373, 0.0267, 0.006, -0.0157, -0.0157, 0.0725, 0.0735, 0.2535, 0.1421, 0.0724, 0.1454, 0.2122, 0.2228, 0.2285, 0.2691, 0.2657, 0.2657, 0.274, 0.3822, 0.3901, 0.3507, 0.3762, 0.4437, 0.5982, 0.5908, 0.4298, 0.5441, 0.6584, 0.5394, 0.4867, 0.6147, 0.6341, 0.5003, 0.5641, 0.6233, 0.6089, 0.6089, 0.6234, 0.6945, 0.6266, 0.6314, 0.6023, 0.546, 0.6625, 0.6128, 0.5982, 0.5432, 0.432, 0.4931, 0.4808, 0.402, 0.4981, 0.5219, 0.5367, 0.4931, 0.5566, 0.6362, 0.794, 0.743, 0.8118, 0.6756, 0.6852, 0.721, 0.6929, 0.5627, 0.574, 0.4387, 0.5463, 0.702, 0.6863, 0.6863, 0.7387, 0.7834, 0.9367, 0.9316, 0.9633, 1.0018, 1.0936, 1.0866, 1.0677, 1.1296, 1.1387, 1.1941, 1.2244, 1.3045, 1.3095, 1.2909, 1.2352, 1.3596, 1.484, 1.4669, 1.5288, 1.6597, 1.762, 1.652, 1.744, 1.9488, 1.794, 1.8246, 1.7963, 1.7556, 1.6221, 1.6057, 1.6275, 1.7809, 1.7685, 1.7685, 1.9993, 2.0333, 2.0366, 2.0368, 2.1225, 2.2191, 2.3963, 2.29, 1.9261, 2.0131, 1.9604, 1.8024, 2.0266, 2.2189]}
{"unit_id": "orig:2031486709649781022", "ticker_idx": 0, "ts": "2026-03-10T21:45:49+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ORACLE'S $300B OPENAI STARGATE CONTRACT DRAWS INVESTOR SCRUTINY AS CAPEX RISKS MOUNT — free cash flow negative for the first time since 1992 — $70 billion in cumulative free cash flow losses through the end of the decade — Construction timelines are already slipping — OpenAI has since diversified its infrastructure commitments across Amazon, AMD, Broadcom, and CoreWeave, diluting Oracle's positioning — Oracle shares fell roughly a third from their September 2025 peak — opt-out window for OpenAI after approximately five years, well before many of Oracle's 15-year facility leases expire, creating meaningful residual value risk", "tweet_type": "news_reaction", "timeline": "years", "summary": "Bearish ORCL: $300B Stargate deal creates FCF losses through decade-end, slipping timelines, OpenAI diversifying away, and residual lease risk if AI demand softens.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$ORCL ORACLE'S $300B OPENAI STARGATE CONTRACT DRAWS INVESTOR SCRUTINY AS CAPEX RISKS MOUNT - BLOOMBERG\n\nOracle's landmark cloud infrastructure deal with OpenAI, branded Stargate, commits roughly $300 billion in server rentals across five massive data center complexes requiring 4.5 gigawatts of power and millions of chips. \n\nThe scale of required investment has pushed Oracle's free cash flow negative for the first time since 1992. Analyst estimates aggregated by Bloomberg project approximately $70 billion in cumulative free cash flow losses through the end of the decade before the infrastructure bet begins paying off.\n\nConstruction timelines are already slipping. Initial 2027 completion targets for some US sites have moved to 2028 due to labor and material shortages. Energy costs are substantial, with one rural Texas campus running entirely on gas generators at over $1 billion annually.\n\nMicrosoft, OpenAI's original cloud partner, declined a similar deal after concerns about overconcentrating capacity on a single customer. OpenAI has since diversified its infrastructure commitments across Amazon, AMD, Broadcom, and CoreWeave, diluting Oracle's positioning. Oracle shares fell roughly a third from their September 2025 peak heading into December earnings, and credit default swap activity on the name has increased.\n\nThe contract includes an opt-out window for OpenAI after approximately five years, well before many of Oracle's 15-year facility leases expire, creating meaningful residual value risk if AI compute demand softens.\n\nhttps://t.co/Pk4JfR8Lfx", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08410981857265898, "ret_signed_m1d": 0.08410981857265898, "alpha_spy_m1d": 0.08536653046383713, "alpha_c_m1d": 0.08536653046383713, "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": -0.02427648484820044, "ret_signed_p1d": 0.02427648484820044, "alpha_spy_p1d": 0.009091518577197255, "alpha_c_p1d": 0.009091518577197255, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.015184966271003186, "ret_p1w": -0.06265328392639646, "ret_signed_p1w": 0.06265328392639646, "alpha_spy_p1w": 0.04062254021006928, "alpha_c_p1w": 0.04062254021006928, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.022030743716327184, "ret_p1m": -0.15190352036158739, "ret_signed_p1m": 0.15190352036158739, "alpha_spy_p1m": 0.159942139847426, "alpha_c_p1m": 0.159942139847426, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.008038619485838616, "ret_p3m": 0.3030886532229109, "ret_signed_p3m": -0.3030886532229109, "alpha_spy_p3m": -0.20711667249092058, "alpha_c_p3m": -0.20711667249092058, "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": [0.1615, 0.1307, 0.1535, 0.0912, 0.1008, 0.1738, 0.213, 0.1944, 0.2075, 0.2075, 0.2106, 0.1946, 0.2058, 0.1917, 0.1917, 0.1966, 0.1776, 0.1846, 0.1791, 0.1596, 0.217, 0.2548, 0.2401, 0.1869, 0.1639, 0.1715, 0.1715, 0.103, 0.066, 0.0923, 0.0861, 0.1184, 0.0722, 0.0593, 0.0361, 0.009, -0.0188, -0.0518, -0.1008, -0.1633, -0.1244, -0.04, -0.0198, -0.0365, -0.0407, -0.0183, -0.0183, -0.0561, -0.0426, -0.0403, -0.0922, -0.1337, -0.1041, -0.0934, -0.0785, -0.1086, -0.085, -0.0865, -0.0659, -0.0511, -0.0623, -0.0709, -0.0841, 0.0, -0.0243, -0.0491, -0.0438, -0.0517, -0.0627, -0.0466, -0.0824, -0.0538, -0.0983, -0.1048, -0.1245, -0.1438, -0.1491, -0.0981, -0.1097, -0.1026, -0.1026, -0.1078, -0.1223, -0.1193, -0.1519, -0.1505, -0.0426, 0.0028, 0.0446, 0.0971, 0.0769, 0.0924, 0.1145, 0.1535, 0.0845, 0.066, 0.064, 0.021, 0.0079, -0.0072, 0.0571, 0.1091, 0.1402, 0.1936, 0.1971, 0.2055, 0.1925, 0.1494, 0.1674, 0.2034, 0.187, 0.148, 0.1163, 0.1575, 0.1674, 0.1817, 0.1817, 0.1877, 0.1748, 0.2531, 0.389, 0.5266, 0.5046, 0.417, 0.4539, 0.3145, 0.3031, 0.2661, 0.2381, 0.1326, 0.1327, 0.1851, 0.1586, 0.1291, 0.1337, 0.1337, 0.077, 0.016, -0.0309, -0.0621, -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]}
{"unit_id": "quote:2018365563697848354", "ticker_idx": 0, "ts": "2026-02-02T16:47:04+00:00", "symbol": "RGTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the quantum pasta market is funadmentally overcooked", "tweet_type": "prediction", "timeline": "years", "summary": "Bearish basket of bagholders: short RGTI (overcooked), DUOL (heading to chapter 11), AMD (potentially joining the index); author vouches the advice sets portfolio for next decade.", "resolved_tickers": ["RGTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "If you just followed this advice your portfolio would have been set for the next decade. \n\nI will be rebalancing the $BAG7 index soon. Please comment suggestions. Looks like $AMD may need to be replaced.", "reply_text": null, "parent_text": null, "quoted_text": "I present to you the \"Bagnificient 7\" -  a special group of stocks that have made a new generation of bagholders.\n\n1. $RGTI – the quantum pasta market is funadmentally overcooked\n\n2. $DUOL – will only be a \"value\" stock when it reaches Chegg valuations (chapter 11)\n\n3. $DKNG – https://t.co/NRWFi9hbVN", "parent_author": null, "ret_m1d": 0.02597408332022999, "ret_signed_m1d": -0.02597408332022999, "alpha_spy_m1d": -0.03092071524817941, "alpha_c_m1d": -0.03547410190580358, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.009500018585573589, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028232638387789555, "ret_signed_p1d": -0.028232638387789555, "alpha_spy_p1d": -0.03668802428896212, "alpha_c_p1d": -0.05012433809167349, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.021891699703883938, "ret_p1w": -0.0067757729016471036, "ret_signed_p1w": 0.0067757729016471036, "alpha_spy_p1w": 0.004676308735302226, "alpha_c_p1w": -0.006372914951590647, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.01314868785323775, "ret_p1m": -0.04234895758168433, "ret_signed_p1m": 0.04234895758168433, "alpha_spy_p1m": 0.020664053323744436, "alpha_c_p1m": -0.011072404329135921, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.05342136191082025, "ret_p3m": -0.014680877186558305, "ret_signed_p3m": 0.014680877186558305, "alpha_spy_p3m": 0.05093673687451683, "alpha_c_p3m": 0.11407736728255369, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.09939649009599538, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [1.1056, 0.9401, 0.9068, 0.8679, 0.773, 0.598, 0.4229, 0.4387, 0.3941, 0.4517, 0.4376, 0.2874, 0.332, 0.5003, 0.4726, 0.4438, 0.4438, 0.4438, 0.3241, 0.3484, 0.4704, 0.6973, 0.5872, 0.5957, 0.5935, 0.4749, 0.5178, 0.4591, 0.3286, 0.3529, 0.2688, 0.2885, 0.3416, 0.5178, 0.4178, 0.384, 0.384, 0.2637, 0.2575, 0.2654, 0.2507, 0.2507, 0.3326, 0.4122, 0.4331, 0.4235, 0.4257, 0.3958, 0.4416, 0.3817, 0.4523, 0.3947, 0.4466, 0.4466, 0.4111, 0.3365, 0.4094, 0.3241, 0.2287, 0.2597, 0.2428, 0.1208, 0.026, 0.0, 0.0282, -0.0294, -0.1544, 0.0, -0.0068, -0.0418, -0.0723, -0.1536, -0.0915, -0.0915, -0.1197, -0.0864, -0.0627, -0.1011, -0.0954, -0.0695, -0.0045, 0.0525, -0.0164, -0.0011, -0.0423, 0.0028, -0.0418, -0.0395, -0.0062, -0.0407, -0.0435, -0.0926, -0.087, -0.0887, -0.0841, -0.1152, -0.1299, -0.1598, -0.1033, -0.1191, -0.1451, -0.1863, -0.2479, -0.2716, -0.2072, -0.2377, -0.1988, -0.1988, -0.1982, -0.2185, -0.1796, -0.192, -0.1711, -0.1457, -0.0474, 0.0791, 0.0982, 0.1186, 0.109, 0.0305, 0.0378, -0.048, -0.0621, -0.0452, -0.0745, -0.092, -0.0147, -0.0119, -0.0006, 0.0316, 0.1344, 0.0356, 0.0695, 0.1581, 0.0768, 0.0398, 0.0881, 0.0079, -0.0615, -0.0988, -0.0469, 0.2445, 0.4918, 0.4918, 0.4153, 0.3902, 0.5263, 0.4421, 0.4472, 0.5178, 0.3605, 0.3642, 0.1677, 0.229, 0.1118, 0.098, 0.1649, 0.1846, 0.2818, 0.1654, 0.1431, 0.2061, 0.2061, 0.2072, 0.2016, 0.1028, 0.0395, 0.0367, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018365563697848354", "ticker_idx": 1, "ts": "2026-02-02T16:47:04+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "will only be a \"value\" stock when it reaches Chegg valuations (chapter 11)", "tweet_type": "prediction", "timeline": "years", "summary": "Bearish basket of bagholders: short RGTI (overcooked), DUOL (heading to chapter 11), AMD (potentially joining the index); author vouches the advice sets portfolio for next decade.", "resolved_tickers": ["DUOL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "If you just followed this advice your portfolio would have been set for the next decade. \n\nI will be rebalancing the $BAG7 index soon. Please comment suggestions. Looks like $AMD may need to be replaced.", "reply_text": null, "parent_text": null, "quoted_text": "I present to you the \"Bagnificient 7\" -  a special group of stocks that have made a new generation of bagholders.\n\n1. $RGTI – the quantum pasta market is funadmentally overcooked\n\n2. $DUOL – will only be a \"value\" stock when it reaches Chegg valuations (chapter 11)\n\n3. $DKNG – https://t.co/NRWFi9hbVN", "parent_author": null, "ret_m1d": 0.016144963246128574, "ret_signed_m1d": -0.016144963246128574, "alpha_spy_m1d": -0.021091595174077993, "alpha_c_m1d": -0.021091595174077993, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.004946631927949419, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08830436248953877, "ret_signed_p1d": 0.08830436248953877, "alpha_spy_p1d": 0.0798489765883662, "alpha_c_p1d": 0.0798489765883662, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.0986886207571358, "ret_signed_p1w": 0.0986886207571358, "alpha_spy_p1w": 0.09658915659079093, "alpha_c_p1w": 0.09658915659079093, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.22981879594233934, "ret_signed_p1m": 0.22981879594233934, "alpha_spy_p1m": 0.20813389168439944, "alpha_c_p1m": 0.20813389168439944, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.16546650051976808, "ret_signed_p3m": 0.16546650051976808, "alpha_spy_p3m": 0.2017223602077266, "alpha_c_p3m": 0.2017223602077266, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.036255859687958525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.9709, 0.4685, 0.5251, 0.4614, 0.4772, 0.4142, 0.4139, 0.4028, 0.3512, 0.3299, 0.3225, 0.2735, 0.3096, 0.3073, 0.3322, 0.4283, 0.4283, 0.4508, 0.4057, 0.3841, 0.4048, 0.4279, 0.5141, 0.576, 0.5848, 0.4966, 0.5232, 0.4878, 0.4096, 0.4157, 0.3943, 0.3863, 0.4095, 0.4051, 0.3588, 0.3696, 0.3696, 0.3769, 0.3656, 0.3427, 0.3303, 0.3303, 0.3377, 0.4034, 0.3563, 0.3363, 0.3179, 0.339, 0.226, 0.2567, 0.1845, 0.1705, 0.1382, 0.1382, 0.1262, 0.1128, 0.165, 0.1823, 0.1488, 0.1073, 0.0824, 0.0572, 0.0161, 0.0, -0.0883, -0.1139, -0.1333, -0.095, -0.0987, -0.0851, -0.1715, -0.1507, -0.1467, -0.1467, -0.1505, -0.1476, -0.1578, -0.1439, -0.1955, -0.1705, -0.1537, -0.1098, -0.2344, -0.2358, -0.2298, -0.2711, -0.2303, -0.2275, -0.2388, -0.2786, -0.251, -0.2805, -0.2542, -0.2272, -0.209, -0.2416, -0.245, -0.2568, -0.2439, -0.2596, -0.2487, -0.2563, -0.2773, -0.2866, -0.2529, -0.2709, -0.2682, -0.2682, -0.2467, -0.2701, -0.3098, -0.3138, -0.3176, -0.2911, -0.3068, -0.2513, -0.2159, -0.2382, -0.2053, -0.2221, -0.2002, -0.2398, -0.2159, -0.217, -0.1947, -0.1903, -0.1655, -0.1567, -0.1645, -0.2115, -0.204, -0.1389, -0.1815, -0.203, -0.1965, -0.2043, -0.1726, -0.1506, -0.1417, -0.1351, -0.1903, -0.1993, -0.1919, -0.1919, -0.1929, -0.1827, -0.1763, -0.1559, -0.1058, -0.1666, -0.1859, -0.1727, -0.1736, -0.1059, -0.1066, -0.0759, -0.0613, -0.0705, -0.0369, -0.0293, -0.0647, -0.0483, -0.0483, -0.0355, 0.0019, 0.0017, -0.0909, -0.0791, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029698489291264026", "ticker_idx": 0, "ts": "2026-03-05T23:20:04+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE $FSLR IRAN WAR COULD BE THE TIPPING POINT THAT ACCELERATES GLOBAL SOLAR AND BATTERY ADOPTION", "tweet_type": "news_reaction", "timeline": "months", "summary": "Iran war seen as tipping point accelerating global solar and battery adoption, benefiting solar/storage names.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE $FSLR IRAN WAR COULD BE THE TIPPING POINT THAT ACCELERATES GLOBAL SOLAR AND BATTERY ADOPTION -BLOOMBERG\n\nSolar installations globally hit a record 655 gigawatts last year, and grid energy storage was already forecast to rise more than 50% in 2026 on falling battery prices before the Iran war began. BNEF analysts noted that a prolonged disruption to oil and gas supplies could pull that demand forward even further, with plenty of green technology inventory available to meet it. Supply chain snarls are expected to be minimal.\n\nThe historical pattern is well established. When Russia attacked Ukraine in 2022, Europe paid steep LNG prices in the short term but rapidly accelerated solar deployment in the years that followed, with a battery boom coming shortly after. Pakistan, unable to afford LNG during the same crisis, turned to Chinese panels and ranked fourth globally for solar imports by 2024, with battery imports surging a year later. The same crisis that punished fossil fuel dependent economies ended up being the catalyst for their clean energy buildout.\n\nBloomberg Economics estimates crude could reach $108 a barrel under a severe scenario involving further strikes on energy infrastructure. For import-dependent countries facing that price environment, the math on solar and batteries becomes increasingly compelling relative to paying an ongoing premium for oil and gas. As BloombergNEF's Antoine Vagneur-Jones noted, when a technology becomes cost competitive, adoption reaches a tipping point.\n\nThe key caveat is that solar and batteries cannot replace oil in existing combustion engine vehicles or gas in the chemicals industry. In Germany, this week's gas price rally has had limited impact on electricity prices so far, meaning the incentive to switch is not yet universal. But for countries most exposed to fossil fuel import costs, the Iran disruption may be accelerating a transition that was already well underway.\n\nhttps://t.co/6Q2zldGgd5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013392880267534046, "ret_signed_m1d": 0.013392880267534046, "alpha_spy_m1d": 0.00011167183233862232, "alpha_c_m1d": 0.0009178876600821617, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.012474992607451885, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06547620103540375, "ret_signed_p1d": 0.06547620103540375, "alpha_spy_p1d": 0.05671623951309113, "alpha_c_p1d": 0.05959176885711326, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.0058844321782904885, "ret_p1w": 0.1339285898016025, "ret_signed_p1w": 0.1339285898016025, "alpha_spy_p1w": 0.14893492442041523, "alpha_c_p1w": 0.16505726490895245, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": -0.031128675107349957, "ret_p1m": -0.39732138137174555, "ret_signed_p1m": -0.39732138137174555, "alpha_spy_p1m": -0.37999428479908326, "alpha_c_p1m": -0.3686791839490099, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": -0.02864219742273566, "ret_p3m": 0.7113095772391427, "ret_signed_p3m": 0.7113095772391427, "alpha_spy_p3m": 0.5864993808162242, "alpha_c_p3m": 0.6842467133208792, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": 0.027062863918263513, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.39732138137174555, "alpha_spy_stated": -0.37999428479908326, "alpha_c_stated": -0.3686791839490099, "price_path": [0.0015, -0.0848, -0.1265, -0.2039, -0.247, -0.1905, -0.1935, -0.1042, -0.0432, 0.0863, 0.058, 0.0491, 0.0491, 0.0119, -0.0446, -0.0327, -0.006, -0.006, 0.1667, 0.2202, 0.1384, 0.0833, 0.0134, 0.0327, 0.0729, 0.1696, 0.1696, 0.1027, 0.2158, 0.2158, 0.2321, 0.1637, 0.2455, 0.2649, 0.2113, 0.3571, 0.4122, 0.3214, 0.2396, 0.2887, 0.3527, 0.1503, 0.0818, 0.2307, 0.1369, 0.1176, 0.0193, -0.0759, -0.0893, -0.0893, -0.0417, -0.0387, -0.061, -0.0759, -0.064, 0.0551, 0.0744, 0.0848, -0.0833, 0.0179, -0.0312, 0.0565, 0.0134, 0.0, 0.0655, 0.1875, 0.2113, 0.1518, 0.1339, 0.1488, 0.1592, 0.0908, 0.1473, -0.0179, 0.0179, -0.0164, -0.006, -0.0655, -0.1429, -0.1637, -0.3467, -0.3333, -0.3765, -0.3765, -0.3973, -0.4152, -0.3795, -0.378, -0.3021, -0.2396, -0.2768, -0.2054, -0.2574, -0.2515, -0.2589, -0.2426, -0.1979, -0.1979, -0.2128, -0.2098, -0.2708, -0.2723, -0.2857, -0.2336, -0.2411, -0.2054, -0.2158, -0.2336, -0.0833, -0.1012, -0.1295, -0.1652, -0.1473, -0.1562, 0.0417, 0.0238, 0.2946, 0.2976, 0.2024, 0.2024, 0.5551, 0.631, 0.6101, 0.5714, 0.5491, 0.7917, 0.7113, 0.7351, 0.4033, 0.3586, 0.2589, 0.1503, 0.2604, 0.2649, 0.3274, 0.2842, 0.3452, 0.3914, 0.3914, 0.5476, 0.375, 0.2693, 0.2649, 0.2217, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029698489291264026", "ticker_idx": 1, "ts": "2026-03-05T23:20:04+00:00", "symbol": "FSLR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE $FSLR IRAN WAR COULD BE THE TIPPING POINT THAT ACCELERATES GLOBAL SOLAR AND BATTERY ADOPTION", "tweet_type": "news_reaction", "timeline": "months", "summary": "Iran war seen as tipping point accelerating global solar and battery adoption, benefiting solar/storage names.", "resolved_tickers": ["FSLR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Solar", "unit_kind": "original", "lang": "en", "tweet_text": "$TE $FSLR IRAN WAR COULD BE THE TIPPING POINT THAT ACCELERATES GLOBAL SOLAR AND BATTERY ADOPTION -BLOOMBERG\n\nSolar installations globally hit a record 655 gigawatts last year, and grid energy storage was already forecast to rise more than 50% in 2026 on falling battery prices before the Iran war began. BNEF analysts noted that a prolonged disruption to oil and gas supplies could pull that demand forward even further, with plenty of green technology inventory available to meet it. Supply chain snarls are expected to be minimal.\n\nThe historical pattern is well established. When Russia attacked Ukraine in 2022, Europe paid steep LNG prices in the short term but rapidly accelerated solar deployment in the years that followed, with a battery boom coming shortly after. Pakistan, unable to afford LNG during the same crisis, turned to Chinese panels and ranked fourth globally for solar imports by 2024, with battery imports surging a year later. The same crisis that punished fossil fuel dependent economies ended up being the catalyst for their clean energy buildout.\n\nBloomberg Economics estimates crude could reach $108 a barrel under a severe scenario involving further strikes on energy infrastructure. For import-dependent countries facing that price environment, the math on solar and batteries becomes increasingly compelling relative to paying an ongoing premium for oil and gas. As BloombergNEF's Antoine Vagneur-Jones noted, when a technology becomes cost competitive, adoption reaches a tipping point.\n\nThe key caveat is that solar and batteries cannot replace oil in existing combustion engine vehicles or gas in the chemicals industry. In Germany, this week's gas price rally has had limited impact on electricity prices so far, meaning the incentive to switch is not yet universal. But for countries most exposed to fossil fuel import costs, the Iran disruption may be accelerating a transition that was already well underway.\n\nhttps://t.co/6Q2zldGgd5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013688474425178399, "ret_signed_m1d": 0.013688474425178399, "alpha_spy_m1d": 0.0004072659899829745, "alpha_c_m1d": 0.0004072659899829745, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.013281208435195424, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03260925928867975, "ret_signed_p1d": 0.03260925928867975, "alpha_spy_p1d": 0.023849297766367128, "alpha_c_p1d": 0.023849297766367128, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.00875996152231262, "ret_p1w": 0.03625601377799015, "ret_signed_p1w": 0.03625601377799015, "alpha_spy_p1w": 0.05126234839680288, "alpha_c_p1w": 0.05126234839680288, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": -0.015006334618812733, "ret_p1m": 0.03361344741121153, "ret_signed_p1m": 0.03361344741121153, "alpha_spy_p1m": 0.05094054398387382, "alpha_c_p1m": 0.05094054398387382, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": -0.017327096572662293, "ret_p3m": 0.6819934924545166, "ret_signed_p3m": 0.6819934924545166, "alpha_spy_p3m": 0.5571832960315981, "alpha_c_p3m": 0.5571832960315981, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": 0.12481019642291846, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03361344741121153, "alpha_spy_stated": 0.05094054398387382, "alpha_c_stated": 0.05094054398387382, "price_path": [0.3394, 0.3859, 0.4419, 0.3467, 0.3524, 0.3663, 0.3426, 0.3836, 0.411, 0.5041, 0.4238, 0.4387, 0.4387, 0.4253, 0.4177, 0.3969, 0.3806, 0.3806, 0.4499, 0.4376, 0.4205, 0.2743, 0.3015, 0.2613, 0.257, 0.2756, 0.2497, 0.2877, 0.2881, 0.2881, 0.2796, 0.2881, 0.2667, 0.2798, 0.2841, 0.2423, 0.3182, 0.1839, 0.1919, 0.2185, 0.2634, 0.2582, 0.2386, 0.156, 0.174, 0.1957, 0.2036, 0.1651, 0.1926, 0.1926, 0.1947, 0.2609, 0.233, 0.2784, 0.2798, 0.2854, 0.1105, 0.0576, 0.0422, 0.0563, 0.044, 0.0426, 0.0137, 0.0, 0.0326, 0.0454, 0.0583, 0.0441, 0.0363, 0.0543, 0.0592, 0.0455, 0.0552, 0.0191, 0.0038, 0.0192, 0.0227, -0.0179, 0.0057, -0.0238, 0.0425, 0.054, 0.0323, 0.0323, 0.0336, 0.0164, 0.0611, 0.0425, 0.0754, 0.0589, 0.0603, 0.0317, 0.0129, 0.0065, 0.0173, -0.0137, -0.0026, 0.0369, 0.024, 0.0437, 0.0351, 0.0074, 0.067, 0.1189, 0.1172, 0.1595, 0.1522, 0.134, 0.1625, 0.2329, 0.2053, 0.2399, 0.2241, 0.2334, 0.2348, 0.1718, 0.2571, 0.3154, 0.3628, 0.3628, 0.4267, 0.4464, 0.6034, 0.6214, 0.6014, 0.6437, 0.682, 0.6646, 0.4746, 0.4555, 0.3857, 0.3174, 0.4332, 0.4128, 0.4455, 0.3972, 0.3467, 0.362, 0.362, 0.3906, 0.3173, 0.3126, 0.3141, 0.2635, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023976309513187331", "ticker_idx": 0, "ts": "2026-02-18T04:22:10+00:00", "symbol": "SanDisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "market has been waiting for this to be done so they can buy the dip", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish SanDisk; expects market to buy the dip as the anticipated event concludes.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk relisted as SNDK after WD spin-off; verify ticker status", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Alisvolatprop12 It won’t be that much of an impact. Only 1/3 of the daily trading volume. And market has been waiting for this to be done so they can buy the dip", "reply_text": null, "parent_text": "샌디스크 주가가 크게 출렁일 수 있음을 고려해야", "quoted_text": null, "parent_author": "Alisvolatprop12", "ret_m1d": -0.016339102531129024, "ret_signed_m1d": -0.016339102531129024, "alpha_spy_m1d": -0.011326646269309348, "alpha_c_m1d": -0.006190740995057231, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.010148361536071793, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03446036242519779, "ret_signed_p1d": 0.03446036242519779, "alpha_spy_p1d": 0.03709770674874735, "alpha_c_p1d": 0.03942810854866463, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.004967746123466843, "ret_p1w": 0.0532644556434847, "ret_signed_p1w": 0.0532644556434847, "alpha_spy_p1w": 0.04326860057815285, "alpha_c_p1w": 0.03836143437587802, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.014903021267606675, "ret_p1m": 0.2859593528647182, "ret_signed_p1m": 0.2859593528647182, "alpha_spy_p1m": 0.3245582075895861, "alpha_c_p1m": 0.3035593335859901, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.01759998072127189, "ret_p3m": 1.2202031238531763, "ret_signed_p3m": 1.2202031238531763, "alpha_spy_p3m": 1.1409694253555094, "alpha_c_p3m": 0.9812791113506607, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.2389240125025156, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.0532644556434847, "alpha_spy_stated": 0.04326860057815285, "alpha_c_stated": 0.03836143437587802, "price_path": [-0.6664, -0.622, -0.6327, -0.6418, -0.6418, -0.6281, -0.65, -0.658, -0.6762, -0.6447, -0.6195, -0.6245, -0.6345, -0.6122, -0.5976, -0.6566, -0.6638, -0.6514, -0.6555, -0.6345, -0.6042, -0.5985, -0.5921, -0.5835, -0.5835, -0.5835, -0.5932, -0.5999, -0.6046, -0.6046, -0.5416, -0.5435, -0.4177, -0.4111, -0.4428, -0.3714, -0.3516, -0.3507, -0.3541, -0.3184, -0.3111, -0.3111, -0.2453, -0.1651, -0.1615, -0.2108, -0.2159, -0.1982, -0.1212, -0.1018, -0.0402, 0.108, 0.1584, -0.0264, -0.0403, -0.0041, -0.0283, -0.0979, -0.0018, 0.0498, 0.0436, 0.0436, -0.0163, 0.0, 0.0345, 0.0826, 0.1101, 0.0635, 0.0533, 0.0858, 0.0582, 0.0311, -0.0583, -0.0022, -0.058, -0.1217, -0.0194, 0.0308, 0.0917, 0.0307, 0.102, 0.1719, 0.1995, 0.2553, 0.286, 0.1821, 0.17, 0.17, 0.129, 0.0046, 0.0257, -0.0465, 0.0582, 0.1538, 0.1685, 0.1685, 0.2069, 0.1839, 0.3006, 0.4183, 0.4187, 0.5864, 0.5731, 0.4852, 0.5314, 0.534, 0.5207, 0.5048, 0.6307, 0.553, 0.6487, 0.7825, 0.6695, 0.7725, 0.8263, 0.977, 1.0917, 1.3423, 1.3484, 1.2318, 1.6022, 1.5775, 1.4184, 1.4104, 1.303, 1.3445, 1.2202, 1.3039, 1.3194, 1.5687, 1.4628, 1.4628, 1.6475, 1.6481, 1.7342, 1.8231, 1.9338, 1.8587, 2.0505, 1.9308, 1.5971, 1.7348, 1.7424, 1.7369, 2.1338, 2.298, 2.5108, 2.317, 2.2625, 2.6388, 2.6388, 2.787, 2.2705, 2.1886, 2.8891, 2.4822, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019168235443351747", "ticker_idx": 0, "ts": "2026-02-04T21:56:36+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For long term investors this represents a strong entry point", "tweet_type": "news_reaction", "timeline": "months", "summary": "Bullish on FLNC after 20% AH selloff; calls the dip a strong long-term entry despite net loss beat miss due to one-time costs.", "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 \n \nReports Q1 revenue of $475.23M (up 140% yoy) and backlog up to $5.5 billion.\n\nThe company said “Accelerating data center growth, utility demand and rising industrial loads continue to drive energy storage demand globally, reflected in our pipeline which has grown by approximately 30% to $30 billion since September, 2025; We have been preparing for this inflection in growth with our expanded sales effort, global supply chain and domestic content strategy, which are driving our ability to deliver competitive products to customers around the world.”\n\nThe stock is getting drilled after hours down 20% on the day after reporting a greater than expected net loss due to one time project ramp costs. \n\nFor long term investors this represents a strong entry point.", "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": -0.2123198074340128, "alpha_c_p1m": -0.2123198074340128, "bench_spy_p1m": -0.007733008506952244, "bench_c_p1m": -0.007733008506952244, "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": -0.2123198074340128, "alpha_c_stated": -0.2123198074340128, "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": "orig:2024607785371963717", "ticker_idx": 0, "ts": "2026-02-19T22:11:26+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AXTI is positioned as one of the critical providers in this constrained ecosystem", "tweet_type": "analysis", "timeline": "years", "summary": "Long AXTI: tight supply, demand projected 3-5x over 4-5 years, only two meaningful suppliers, positioned as a critical provider.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$AXTI management is describing an unusually tight supply environment.\n\ndiscussions are shifting from purchasing managers to CEOs and focused on securing long term capacity, as customers project demand to increase three to five times over the next four to five years and express concern about obtaining sufficient material, and with only two meaningful suppliers in the market, $AXTI is positioned as one of the critical providers in this constrained ecosystem.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.19777630656593193, "ret_signed_m1d": -0.19777630656593193, "alpha_spy_m1d": -0.19059638141344537, "alpha_c_m1d": -0.18613862594893604, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.011637680616995882, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04211590253191533, "ret_signed_p1d": -0.04211590253191533, "alpha_spy_p1d": -0.03190453649314906, "alpha_c_p1d": -0.03693556881433335, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.005180333717581975, "ret_p1w": 0.2769542161786862, "ret_signed_p1w": 0.2769542161786862, "alpha_spy_p1w": 0.28194393174336096, "alpha_c_p1w": 0.29782018656053943, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.020865970381853227, "ret_p1m": 1.1711590895829205, "ret_signed_p1m": 1.1711590895829205, "alpha_spy_p1m": 1.2179516460565343, "alpha_c_p1m": 1.228191143885871, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.05703205430295055, "ret_p3m": 2.5245956716553346, "ret_signed_p3m": 2.5245956716553346, "alpha_spy_p3m": 2.4464959074261587, "alpha_c_p3m": 2.164067577769755, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": 0.3605280938855797, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.689, -0.6479, -0.6479, -0.6395, -0.6365, -0.6038, -0.6132, -0.5923, -0.6098, -0.5718, -0.496, -0.4774, -0.4481, -0.501, -0.5003, -0.562, -0.5836, -0.528, -0.5064, -0.4872, -0.5067, -0.4943, -0.4943, -0.4821, -0.5084, -0.4677, -0.4491, -0.4491, -0.4353, -0.4383, -0.3204, -0.1877, -0.1297, -0.2254, -0.2507, -0.2753, -0.2554, -0.1334, -0.2557, -0.2557, -0.2786, -0.3336, -0.3962, -0.4137, -0.4003, -0.4205, -0.433, -0.4481, -0.3753, -0.2945, -0.3349, -0.3683, -0.3117, -0.1894, -0.0644, -0.1796, -0.097, -0.1648, -0.1833, -0.1833, -0.218, -0.2069, -0.1978, 0.0, -0.0421, 0.1819, 0.3804, 0.2507, 0.277, 0.5606, 0.407, 0.3184, 0.3073, 0.0906, 0.2992, 0.4926, 0.5957, 0.5745, 0.6462, 0.6304, 0.4946, 0.6429, 0.9572, 0.8275, 1.1712, 1.3059, 1.2692, 0.9714, 1.0428, 0.7766, 0.9198, 0.5883, 0.7803, 0.7803, 0.4148, 0.5317, 0.7918, 1.1267, 1.1624, 1.2389, 1.2675, 1.1203, 1.7554, 1.7817, 1.6536, 1.5259, 1.9292, 1.5361, 1.566, 1.3635, 1.315, 1.3945, 1.6691, 2.2345, 2.5714, 2.6237, 2.532, 2.653, 2.9205, 3.2389, 3.1408, 3.1085, 2.874, 3.1705, 2.5674, 2.8032, 2.5246, 3.0775, 3.7449, 3.7449, 3.4677, 3.1365, 2.8982, 2.4757, 2.691, 2.7348, 2.595, 2.5711, 2.0, 2.0586, 1.6402, 1.8737, 1.9764, 2.2743, 2.7311, 2.1348, 2.1034, 1.8494, 1.8494, 2.1146, 1.625, 1.3632, 1.3268, 1.3635, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065799876760260951", "ticker_idx": 0, "ts": "2026-06-13T14:14:05+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anthropic news is probably more bullish for $NBIS than it is for $SNDK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Anthropic news is relatively more bullish for NBIS than SNDK, though both seen as beneficiaries.", "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": "Anthropic news is probably more bullish for $NBIS than it is for $SNDK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10654825982806326, "ret_signed_m1d": -0.10654825982806326, "alpha_spy_m1d": -0.08921985844264724, "alpha_c_m1d": -0.10173501206842739, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.004813247759635875, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01934094142976739, "ret_signed_p1d": 0.01934094142976739, "alpha_spy_p1d": 0.02530250427400149, "alpha_c_p1d": 0.018182202911812606, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.0011587385179547827, "ret_p1w": 0.09051400532317988, "ret_signed_p1w": 0.09051400532317988, "alpha_spy_p1w": 0.10180431587441163, "alpha_c_p1w": 0.1355447863818039, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": -0.045030781058624014, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5441, -0.5327, -0.5477, -0.5611, -0.5582, -0.5575, -0.5925, -0.6123, -0.6452, -0.601, -0.608, -0.5816, -0.5816, -0.5673, -0.5486, -0.5194, -0.4758, -0.4426, -0.4057, -0.3773, -0.3587, -0.3642, -0.3958, -0.388, -0.398, -0.3996, -0.396, -0.4342, -0.4426, -0.4789, -0.4571, -0.4685, -0.406, -0.3216, -0.3236, -0.2499, -0.2895, -0.3192, -0.2844, -0.3113, -0.203, -0.1497, -0.1543, -0.2315, -0.2397, -0.2624, -0.1543, -0.1742, -0.1742, -0.2, -0.1988, -0.1297, -0.1114, 0.0171, 0.002, -0.0323, -0.0015, -0.124, -0.1618, -0.1536, -0.186, -0.1455, -0.1065, 0.0, 0.0193, 0.0801, 0.1024, 0.1024, 0.0905, 0.0584, -0.0016, -0.0132, -0.076, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2034265858969567308", "ticker_idx": 0, "ts": "2026-03-18T13:49:10+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "demand across its optical portfolio remains exceptionally strong, with the company effectively sold out through calendar 2027 even as it brings on incremental capacity... multi billion dollar agreement with NVIDIA... are not included in the current financial framework... both the incremental revenue contribution and capacity expansion tied to this program represent upside beyond the company's communicated 18 to 24 month outlook, reinforcing the potential for estimates to move higher", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long LITE: sold out through 2027, clear path to 40% op margins at $2B quarterly run rate, NVDA deal upside not in guidance — estimates likely to move higher.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$LITE Key Management Comments From Nokia Strategic AI Networking Conference\n\nManagement emphasized that demand across its optical portfolio remains exceptionally strong, with the company effectively sold out through calendar 2027 even as it brings on incremental capacity. Importantly, this demand is not characterized as a short term pull forward or order seeding dynamic, but rather a structural step up tied to AI infrastructure buildouts and optical scaling requirements. The company noted it is still under shipping relative to demand, suggesting continued tightness and visibility into sustained growth as deployments expand from initial scale out into intra rack and rack level architectures.\n\nFrom a growth perspective, management pointed to meaningful step ups in content as architectures evolve. The transition from early scale out deployments to scale up within the rack is expected to drive a 3 to 4 times increase in opportunity, with further expansion as lane counts increase materially inside the rack. This dynamic supports a multi year demand cycle where both unit volumes and content per system increase simultaneously, reinforcing confidence in continued revenue acceleration into 2027.\n\nOn profitability, Lumentum outlined a clear path to approximately 40 percent non GAAP operating margins at a 2 billion dollar quarterly revenue run rate. This is positioned as operating margin, not EBITDA, underscoring the degree of operating leverage embedded in the model. Margin expansion is expected to be driven by scale efficiencies, improved mix toward higher value indium phosphide based products, and better absorption of fixed costs as capacity ramps.\n\nIn terms of near term milestones, management indicated it expects to reach a 1.25 billion dollar quarterly revenue level within 9 to 12 months, followed by progression to a 2 billion dollar quarterly run rate over the subsequent 9 to 12 months, subject to typical supply chain variability. Notably, these targets are framed conservatively relative to demand, with internal execution focused on exceeding the low end of these ranges.\n\nCritically, management highlighted that its multi billion dollar agreement with NVIDIA, as well as the associated Greensboro indium phosphide fab required to support that program, are not included in the current financial framework. As a result, both the incremental revenue contribution and capacity expansion tied to this program represent upside beyond the company’s communicated 18 to 24 month outlook, reinforcing the potential for estimates to move higher as visibility improves.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0731296645004198, "ret_signed_m1d": -0.0731296645004198, "alpha_spy_m1d": -0.08728076849024946, "alpha_c_m1d": -0.08728076849024946, "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": 0.10176796503000207, "ret_signed_p1d": 0.10176796503000207, "alpha_spy_p1d": 0.10423234607331333, "alpha_c_p1d": 0.10423234607331333, "bench_spy_p1d": -0.002464381043311259, "bench_c_p1d": -0.002464381043311259, "ret_p1w": 0.1089596119027656, "ret_signed_p1w": 0.1089596119027656, "alpha_spy_p1w": 0.11321738328408892, "alpha_c_p1w": 0.11321738328408892, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": -0.0042577713813233276, "ret_p1m": 0.2716998527530443, "ret_signed_p1m": 0.2716998527530443, "alpha_spy_p1m": 0.2079799481890181, "alpha_c_p1m": 0.2079799481890181, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.06371990456402621, "ret_p3m": 0.3659051577019512, "ret_signed_p3m": 0.3659051577019512, "alpha_spy_p3m": 0.22157925938102352, "alpha_c_p3m": 0.22157925938102352, "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": 63, "stated_label": "p3m", "ret_signed_stated": 0.3659051577019512, "alpha_spy_stated": 0.22157925938102352, "alpha_c_stated": 0.22157925938102352, "price_path": [-0.47, -0.4437, -0.4472, -0.4351, -0.4351, -0.4424, -0.4683, -0.4704, -0.4741, -0.4741, -0.4491, -0.4905, -0.4329, -0.4394, -0.5031, -0.4986, -0.515, -0.4844, -0.5268, -0.5102, -0.5373, -0.5373, -0.4908, -0.4828, -0.4942, -0.516, -0.5256, -0.4711, -0.4506, -0.4557, -0.4409, -0.3958, -0.3791, -0.3357, -0.2802, -0.2124, -0.1765, -0.1993, -0.1808, -0.1674, -0.197, -0.197, -0.1432, -0.152, -0.093, -0.0471, -0.0372, -0.0179, 0.0322, -0.034, 0.0001, 0.1176, -0.0091, -0.0286, -0.0713, -0.2032, -0.0858, -0.0411, -0.0411, -0.1209, -0.1117, -0.1084, -0.0731, 0.0, 0.1018, 0.0079, 0.0402, 0.1444, 0.109, -0.0171, 0.0027, -0.0657, 0.0028, 0.0911, 0.1799, 0.1799, 0.102, 0.164, 0.2785, 0.2759, 0.2804, 0.2431, 0.2169, 0.1758, 0.2717, 0.2758, 0.2773, 0.1942, 0.2466, 0.2084, 0.258, 0.2267, 0.1292, 0.2248, 0.2875, 0.3555, 0.3929, 0.4192, 0.3474, 0.2736, 0.2897, 0.5027, 0.416, 0.4703, 0.4295, 0.3851, 0.2628, 0.2701, 0.2387, 0.3763, 0.3512, 0.3512, 0.2997, 0.2875, 0.228, 0.22, 0.2914, 0.4685, 0.3385, 0.3486, 0.2324, 0.2777, 0.1726, 0.2175, 0.2694, 0.315, 0.3659, 0.2491, 0.2414, 0.2129, 0.2129, 0.2756, 0.1814, 0.2022, 0.23, 0.1658, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2008313540130595216", "ticker_idx": 0, "ts": "2026-01-05T23:03:55+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NEBIUS AMONG FIRST CLOUD PROVIDERS TO OFFER NVIDIA VERA RUBIN NVL72", "tweet_type": "analysis", "timeline": "years", "summary": "Nebius secures early access to NVIDIA Vera Rubin NVL72, positioning it as a key AI cloud provider ahead of 2026 rollout; implicitly bullish on competitive differentiation.", "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": "$NBIS - NEBIUS AMONG FIRST CLOUD PROVIDERS TO OFFER NVIDIA VERA RUBIN NVL72\n\nNebius announced it will offer NVIDIA’s next-generation Vera Rubin NVL72 platform across its cloud infrastructure in the United States and Europe beginning in the second half of 2026. The deployment will make Nebius one of the early providers enabling access to NVIDIA’s upcoming accelerated computing architecture outside a small group of hyperscalers.\n\nThe Vera Rubin NVL72 system is designed for large-scale AI workloads, including advanced reasoning models, agentic systems, and mixture-of-experts architectures. The platform integrates CPUs, GPUs, networking, and memory into a tightly coupled system optimized for training and inference at scale, reflecting NVIDIA’s continued push toward full-stack AI systems rather than discrete components.\n\nBy offering NVL72 across both US and European regions, Nebius is positioning its cloud to serve customers with high compute requirements alongside regional data residency, sovereignty, and latency considerations. Management framed the rollout as part of a broader strategy to provide cutting-edge NVIDIA platforms to AI developers, research institutions, and enterprises seeking alternatives to the largest global cloud providers.\n\nThe announcement reinforces Nebius’ role as a focused AI infrastructure provider aligned closely with NVIDIA’s product roadmap. 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{"unit_id": "orig:2006882427906699396", "ticker_idx": 0, "ts": "2026-01-02T00:17:11+00:00", "symbol": "BN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BN", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author tags NBIS, IREN, and BN alongside Brookfield's AI cloud platform launch, implying all three are beneficiaries.", "resolved_tickers": ["BN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS $IREN $BN\n\nREUTERS - BROOKFIELD LAUNCHES AI-FOCUSED CLOUD PLATFORM\n\nBrookfield Asset Management plans to launch an AI-oriented cloud business, expanding its role from developing and owning data centers into directly operating compute infrastructure. The strategy is intended to lower the cost of AI workloads by vertically integrating power, land, data centers, and AI hardware within a single operating platform.\n\nThe initiative will be supported by a new $10 billion AI infrastructure fund and a Brookfield-operated cloud entity, Radiant. Rather than relying on multiple third-party providers across regions, Brookfield plans to build and manage compute clusters internally, targeting customers with data localization, security, and regulatory requirements, including governments and large enterprises.\n\nBrookfield’s entry positions it alongside established hyperscale cloud providers and emerging AI-focused platforms, while leveraging its existing global footprint in power generation and infrastructure assets. The firm is developing large-scale AI data centers in France, Sweden, and the Middle East, with projects designed to support hundreds of megawatts to gigawatts of power demand.\n\nNvidia is participating as an investor in Brookfield’s AI infrastructure fund and is assisting with the deployment of large server clusters. Brookfield management emphasized that capital deployment will be tied to contracted demand rather than speculative chip purchases, with an emphasis on structuring approaches that could reduce long-term AI cloud operating costs as hardware pricing and technology evolve.\n\nhttps://t.co/JvtcaHeUlJ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01586970916326913, "ret_signed_m1d": -0.01586970916326913, "alpha_spy_m1d": -0.014040069777638498, "alpha_c_m1d": -0.012956832502833415, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.002912876660435715, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04675096595499584, "ret_signed_p1d": 0.04675096595499584, "alpha_spy_p1d": 0.04009075884675117, "alpha_c_p1d": 0.024905021433864416, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.021845944521131422, "ret_p1w": 0.022088774204690242, "ret_signed_p1w": 0.022088774204690242, "alpha_spy_p1w": 0.006133700828705235, "alpha_c_p1w": 0.007524811190602554, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.014563963014087689, "ret_p1m": -0.000857915290468636, "ret_signed_p1m": -0.000857915290468636, "alpha_spy_p1m": -0.018774387954824556, "alpha_c_p1m": 0.015526665684406415, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": -0.01638458097487505, "ret_p3m": -0.12474820489926108, "ret_signed_p3m": -0.12474820489926108, "alpha_spy_p3m": -0.08648466210091432, "alpha_c_p3m": -0.029429387662798123, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.09531881723646296, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.000857915290468636, "alpha_spy_stated": -0.018774387954824556, "alpha_c_stated": 0.015526665684406415, "price_path": [-0.0334, -0.0285, -0.0364, -0.0784, -0.0405, -0.029, -0.0296, -0.0572, -0.0478, -0.0337, -0.032, -0.0341, -0.0255, -0.0107, 0.0012, 0.0169, -0.003, -0.02, -0.0137, -0.015, -0.0247, -0.017, -0.0221, -0.0189, -0.0129, -0.0114, 0.0042, -0.0624, -0.0566, -0.0791, -0.0699, -0.0634, -0.0641, -0.0422, -0.0339, -0.014, -0.0022, -0.0022, 0.0066, -0.0067, -0.0077, -0.0037, 0.0006, 0.0004, -0.0054, 0.0002, 0.0156, -0.0024, -0.0221, -0.0296, -0.0352, -0.0452, -0.0399, -0.029, -0.0099, -0.0077, -0.0004, -0.0004, 0.0024, 0.0024, -0.0073, -0.0159, -0.0159, 0.0, 0.0468, 0.0545, 0.0107, 0.0131, 0.0221, 0.0268, 0.0142, 0.0137, 0.015, 0.0157, 0.0157, -0.0287, -0.0071, -0.0006, 0.0116, 0.0075, 0.0169, 0.0099, -0.0017, -0.0232, -0.0009, -0.0429, -0.0161, -0.0498, -0.0305, 0.0051, 0.0236, -0.0002, 0.0223, 0.0249, 0.0249, 0.0247, 0.0176, -0.0097, -0.0139, -0.0564, -0.0352, -0.0223, -0.0253, -0.0598, -0.0573, -0.0778, -0.0738, -0.0888, -0.1164, -0.119, -0.1059, -0.1306, -0.1688, -0.1771, -0.1606, -0.1469, -0.1568, -0.1596, -0.178, -0.1525, -0.1574, -0.1426, -0.148, -0.1621, -0.1681, -0.1305, -0.1247, -0.1215, -0.1215, -0.1243, -0.1239, -0.0966, -0.0906, -0.0947, -0.0614, -0.0214, -0.001, -0.0128, 0.0009, 0.0024, -0.0023, -0.0077, -0.0255, -0.0229, -0.0371, -0.0498, -0.0725, -0.0306, -0.0283, -0.0337, -0.0152, -0.0021, -0.0008, 0.0115, -0.0044, -0.0139, -0.0313, 0.0211, -0.0216, -0.0319, -0.0487, -0.0259, -0.0238, -0.0253, -0.0253, -0.0113, -0.0115, -0.01, -0.0206, -0.0264, -0.0206, -0.0573, -0.0322, -0.0418, -0.0498, -0.0223, -0.0416, -0.0326, -0.0287, -0.0171, -0.0173, -0.0373, -0.0438, -0.0438, -0.0504, -0.0545, -0.0763, -0.0748, -0.0776, null]}
{"unit_id": "orig:2006882427906699396", "ticker_idx": 1, "ts": "2026-01-02T00:17:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author tags NBIS, IREN, and BN alongside Brookfield's AI cloud platform launch, implying all three are beneficiaries.", "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 $IREN $BN\n\nREUTERS - BROOKFIELD LAUNCHES AI-FOCUSED CLOUD PLATFORM\n\nBrookfield Asset Management plans to launch an AI-oriented cloud business, expanding its role from developing and owning data centers into directly operating compute infrastructure. 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The firm is developing large-scale AI data centers in France, Sweden, and the Middle East, with projects designed to support hundreds of megawatts to gigawatts of power demand.\n\nNvidia is participating as an investor in Brookfield’s AI infrastructure fund and is assisting with the deployment of large server clusters. 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{"unit_id": "orig:2006882427906699396", "ticker_idx": 2, "ts": "2026-01-02T00:17:11+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author tags NBIS, IREN, and BN alongside Brookfield's AI cloud platform launch, implying all three are beneficiaries.", "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": "$NBIS $IREN $BN\n\nREUTERS - BROOKFIELD LAUNCHES AI-FOCUSED CLOUD PLATFORM\n\nBrookfield Asset Management plans to launch an AI-oriented cloud business, expanding its role from developing and owning data centers into directly operating compute infrastructure. 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{"unit_id": "quote:2069838885744451974", "ticker_idx": 0, "ts": "2026-06-24T17:43:40+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "long this short spcx if you are a democrat save the world typa guy", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long Planet Labs, short Virgin Galactic as a thematic pair trade for ESG-oriented investors.", "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": "long this short spcx if you are a democrat save the world typa guy", "reply_text": null, "parent_text": null, "quoted_text": "AI is only as good as the data it’s trained on. But, if you give LLM’s real world data, they can solve real world problems. 🌎\n\nOur Co-Founder &amp; CEO @Will4Planet breaks down how AI is making it easier than ever to understand our changing world in near-real time.\nWatch the full https://t.co/hkqgFerQgN", "parent_author": null, "ret_m1d": 0.08479093210172284, "ret_signed_m1d": 0.08479093210172284, "alpha_spy_m1d": 0.08432720009037942, "alpha_c_m1d": 0.0962221109521495, "bench_spy_m1d": 0.0004637320113434207, "bench_c_m1d": -0.01143117885042666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007984828817993561, "ret_signed_p1d": 0.007984828817993561, "alpha_spy_p1d": 0.006539193592540293, "alpha_c_p1d": -0.013712015184284887, "bench_spy_p1d": 0.0014456352254532678, "bench_c_p1d": 0.021696844002278448, "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": [0.1734, 0.0605, 0.0627, 0.1677, 0.3643, 0.3643, 0.3316, 0.3373, 0.3897, 0.3015, 0.3183, 0.3049, 0.2901, 0.3084, 0.5167, 0.4631, 0.4259, 0.446, 0.5008, 0.4559, 0.3475, 0.3479, 0.3319, 0.2958, 0.4057, 0.403, 0.4654, 0.4118, 0.5091, 0.3399, 0.4844, 0.5909, 0.5468, 0.549, 0.6365, 0.5825, 0.5821, 0.5814, 0.6221, 0.6152, 0.6863, 0.6863, 0.8373, 0.9194, 0.9544, 0.9445, 0.7665, 0.8285, 0.6399, 0.6551, 0.2251, 0.2449, 0.1852, 0.1681, 0.2992, 0.1844, 0.1627, 0.0726, 0.073, 0.0734, 0.0734, 0.0939, 0.0848, 0.0, 0.008, 0.0293, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2008921858066808983", "ticker_idx": 0, "ts": "2026-01-07T15:21:09+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect both companies to continue doing well as the grid-scale storage buildout plays out", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long both EOSE and FLNC on continued US grid-scale BESS buildout acceleration.", "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 has been quietly strong YTD after consolidating towards the end of 2025.\n\n$FLNC came out of the gate hot in January and has since cooled off significantly.\n\nSame end market, same demand backdrop, very different recent price action.\n\nU.S. BESS installs continue to accelerate, with November additions up ~30% y/y and total capacity now pushing ~13GW. That kind of growth doesn’t really support the idea that anything fundamental has broken on either side.\n\nI expect both companies to continue doing well as the grid-scale storage buildout plays out.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012160234753967103, "ret_signed_m1d": 0.012160234753967103, "alpha_spy_m1d": 0.008926398485225029, "alpha_c_m1d": -0.007025723288093477, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.01918595804206058, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0028612959110974057, "ret_signed_p1d": 0.0028612959110974057, "alpha_spy_p1d": 0.00296282322537067, "alpha_c_p1d": -0.004687261926458408, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": 0.007548557837555814, "ret_p1w": 0.2374821032571457, "ret_signed_p1w": 0.2374821032571457, "alpha_spy_p1w": 0.23635106584108256, "alpha_c_p1w": 0.2041425269007766, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.03333957635636908, "ret_p1m": -0.1931330398908746, "ret_signed_p1m": -0.1931330398908746, "alpha_spy_p1m": -0.17578913146299524, "alpha_c_p1m": -0.2522636347660572, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": 0.059130594875182574, "ret_p3m": -0.6537911079349252, "ret_signed_p3m": -0.6537911079349252, "alpha_spy_p3m": -0.6119534012598825, "alpha_c_p3m": -0.6921790416670208, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": 0.03838793373209559, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1931330398908746, "alpha_spy_stated": -0.17578913146299524, "alpha_c_stated": -0.2522636347660572, "price_path": [-0.0114, 0.2196, 0.2146, 0.3076, 0.1052, 0.0758, 0.0737, 0.166, 0.0773, 0.0272, 0.1488, 0.1001, 0.0737, 0.0279, 0.0243, 0.1466, 0.1173, 0.0086, 0.0629, 0.0937, 0.3062, 0.3727, 0.3247, 0.2353, 0.0876, -0.0129, -0.0701, -0.0358, -0.0858, -0.0787, -0.1159, -0.0615, -0.0415, 0.0165, 0.0165, 0.0765, -0.0268, -0.0858, -0.0308, 0.1152, 0.0722, 0.1037, 0.0694, 0.0579, 0.176, 0.0615, -0.025, -0.0486, -0.1223, -0.1195, -0.0651, -0.078, -0.1445, -0.1402, -0.1402, -0.1524, -0.1881, -0.1881, -0.1803, -0.1803, -0.0722, -0.0372, 0.0122, 0.0, 0.0029, 0.093, 0.1538, 0.2031, 0.2375, 0.2074, 0.2482, 0.2482, 0.2389, 0.2539, 0.3033, 0.2239, 0.1581, 0.0737, 0.1931, 0.1524, 0.0472, 0.01, 0.0304, -0.113, -0.1931, -0.1195, -0.0529, -0.1259, -0.1717, -0.2282, -0.206, -0.206, -0.181, -0.1731, -0.181, -0.2346, -0.2575, -0.1788, -0.2039, -0.5179, -0.5926, -0.578, -0.5665, -0.5172, -0.5193, -0.5615, -0.5587, -0.5415, -0.5386, -0.5622, -0.5916, -0.6023, -0.5966, -0.6223, -0.6052, -0.6288, -0.618, -0.6359, -0.6352, -0.6552, -0.6524, -0.6856, -0.6452, -0.6431, -0.6445, -0.6445, -0.6538, -0.6795, -0.6717, -0.5744, -0.598, -0.5594, -0.5479, -0.4936, -0.4914, -0.4878, -0.4878, -0.4971, -0.475, -0.5043, -0.4514, -0.4878, -0.5129, -0.5465, -0.5207, -0.5386, -0.5436, -0.5544, -0.5322, -0.5451, -0.427, -0.387, -0.4206, -0.4077, -0.4156, -0.4374, -0.4685, -0.5079, -0.4914, -0.4156, -0.4235, -0.4235, -0.3755, -0.3841, -0.3569, -0.397, -0.3584, -0.3262, -0.4134, -0.422, -0.4936, -0.5215, -0.5522, -0.5658, -0.5565, -0.5665, -0.5436, -0.5129, -0.4564, -0.4528, -0.4528, -0.475, -0.5358, -0.5665, -0.5644, -0.5758, null, null, null, null]}
{"unit_id": "orig:2008921858066808983", "ticker_idx": 1, "ts": "2026-01-07T15:21:09+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 both companies to continue doing well as the grid-scale storage buildout plays out", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long both EOSE and FLNC on continued US grid-scale BESS buildout acceleration.", "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": "$EOSE has been quietly strong YTD after consolidating towards the end of 2025.\n\n$FLNC came out of the gate hot in January and has since cooled off significantly.\n\nSame end market, same demand backdrop, very different recent price action.\n\nU.S. BESS installs continue to accelerate, with November additions up ~30% y/y and total capacity now pushing ~13GW. That kind of growth doesn’t really support the idea that anything fundamental has broken on either side.\n\nI expect both companies to continue doing well as the grid-scale storage buildout plays out.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.061770451884856525, "ret_signed_m1d": 0.061770451884856525, "alpha_spy_m1d": 0.05853661561611445, "alpha_c_m1d": 0.05853661561611445, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.003233836268742074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03015568362540222, "ret_signed_p1d": 0.03015568362540222, "alpha_spy_p1d": 0.030257210939675483, "alpha_c_p1d": 0.030257210939675483, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.00010152731427326422, "ret_p1w": 0.10165370656015704, "ret_signed_p1w": 0.10165370656015704, "alpha_spy_p1w": 0.10052266914409391, "alpha_c_p1w": 0.10052266914409391, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.0011310374160631298, "ret_p1m": -0.07830733194667105, "ret_signed_p1m": -0.07830733194667105, "alpha_spy_p1m": -0.06096342351879169, "alpha_c_p1m": -0.06096342351879169, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.017343908427879362, "ret_p3m": -0.3579766462965662, "ret_signed_p3m": -0.3579766462965662, "alpha_spy_p3m": -0.3161389396215235, "alpha_c_p3m": -0.3161389396215235, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": -0.04183770667504272, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07830733194667105, "alpha_spy_stated": -0.06096342351879169, "alpha_c_stated": -0.06096342351879169, "price_path": [-0.3633, -0.2271, -0.1026, 0.0428, -0.0477, -0.1087, -0.1026, -0.2091, -0.2597, -0.2203, -0.0506, -0.0885, -0.1196, -0.0136, -0.0044, 0.0214, 0.0122, -0.0671, 0.0078, -0.036, 0.0112, 0.0598, 0.0083, -0.0657, -0.2096, -0.1289, -0.162, -0.1722, -0.1824, -0.2456, -0.251, -0.2315, -0.1843, -0.0764, -0.0764, -0.0447, -0.0569, -0.0292, -0.0345, 0.1352, 0.1654, 0.1119, 0.1644, 0.1581, 0.2544, 0.0793, 0.0467, 0.0365, -0.0968, -0.0608, -0.0292, -0.0054, -0.0433, -0.0355, -0.0355, -0.017, -0.0287, -0.034, -0.0379, -0.0379, 0.1192, 0.0822, 0.0618, 0.0, 0.0302, 0.1284, 0.1323, 0.1586, 0.1017, 0.2403, 0.3171, 0.3171, 0.2408, 0.2811, 0.3264, 0.3103, 0.3191, 0.3833, 0.5073, 0.5355, 0.4966, 0.5024, 0.5676, 0.41, -0.0783, -0.0545, -0.0564, -0.0764, -0.1479, -0.1518, -0.1021, -0.1021, -0.1352, -0.1522, -0.1946, -0.195, -0.2184, -0.198, -0.2057, -0.2121, -0.2442, -0.2646, -0.2743, -0.2315, -0.2335, -0.2811, -0.2364, -0.179, -0.1678, -0.2014, -0.2033, -0.1839, -0.1975, -0.2223, -0.2203, -0.2641, -0.2529, -0.2145, -0.2048, -0.2724, -0.3118, -0.3677, -0.3307, -0.3667, -0.3531, -0.3531, -0.358, -0.3555, -0.3619, -0.3405, -0.3298, -0.3361, -0.2802, -0.2602, -0.2714, -0.3417, -0.3857, -0.3789, -0.3434, -0.3424, -0.3492, -0.3502, -0.3993, -0.4246, -0.4076, -0.4071, -0.4003, -0.3828, -0.3405, -0.0773, 0.1751, 0.2271, 0.035, 0.0749, 0.0185, 0.0102, -0.0496, -0.1289, -0.0788, -0.018, 0.0452, 0.0452, 0.0375, 0.0321, 0.0389, -0.0817, 0.3205, 0.3575, 0.2087, 0.3205, 0.1143, 0.1707, 0.1411, 0.0516, 0.1809, 0.1532, 0.1761, 0.1634, 0.1391, 0.2062, 0.2062, 0.2252, 0.0316, -0.0394, -0.0574, -0.0627, null, null, null, null]}
{"unit_id": "reply:2021613950442332622", "ticker_idx": 0, "ts": "2026-02-11T15:55:00+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expect it to recover after. They have a big event in March.", "tweet_type": "prediction", "timeline": "months", "summary": "Expects HOOD to recover after March event; keeping hedge on only until then, implying bullish outlook post-March.", "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": "@DeepValueBagger I’m keeping my hedge on through March. Expect it to recover after. They have a big event in March.", "reply_text": null, "parent_text": "Changed my mind on $HOOD. I'm not leaving my 5000 shares. I'm going to stay. \n$67B marketcap\n$4B cash\n$4.4B revenue (annually)\n92% gross margin\n52% net profit margin\nmultiple businesses growing. https://t.co/QEf7lM4DwM", "quoted_text": null, "parent_author": "DeepValueBagger", "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": 0.050410181107150454, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0741372356814406, "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": 0.050410181107150454, "price_path": [0.5711, 0.4874, 0.4659, 0.5155, 0.3622, 0.3762, 0.4745, 0.4822, 0.6442, 0.6442, 0.6479, 0.5806, 0.6154, 0.714, 0.7581, 0.6923, 0.7498, 0.7405, 0.7399, 0.5824, 0.5326, 0.4783, 0.5314, 0.4852, 0.5026, 0.5564, 0.5694, 0.5421, 0.5447, 0.5447, 0.5151, 0.5061, 0.4807, 0.4506, 0.4506, 0.4776, 0.5806, 0.5609, 0.5002, 0.4799, 0.4784, 0.5072, 0.5421, 0.5348, 0.4153, 0.3946, 0.3946, 0.3567, 0.3585, 0.3627, 0.3722, 0.3723, 0.3497, 0.3262, 0.2984, 0.2759, 0.1531, 0.1167, 0.034, -0.0678, 0.0622, 0.1102, 0.0979, 0.0, -0.0879, -0.0257, -0.0257, -0.0324, -0.0354, -0.0298, -0.0239, -0.0794, -0.0587, -0.0056, 0.019, -0.0272, 0.0104, -0.0244, 0.0544, 0.0332, -0.0113, 0.0177, 0.0072, 0.0092, -0.0237, -0.0587, -0.0341, -0.008, -0.0394, -0.0489, -0.0908, -0.0703, -0.114, -0.0696, -0.0977, -0.1533, -0.1643, -0.1112, -0.1008, -0.1163, -0.1163, -0.105, -0.1067, -0.0787, -0.1007, -0.1126, -0.0808, 0.0144, 0.1199, 0.1139, 0.1639, 0.1706, 0.1085, 0.1342, 0.0714, 0.0864, 0.0767, 0.0526, -0.0868, -0.0652, -0.0553, -0.0182, -0.0121, 0.0139, -0.0217, -0.0121, 0.036, 0.0038, -0.0156, 0.035, -0.0106, -0.0105, -0.0489, -0.0283, -0.0263, -0.0555, -0.0555, -0.0498, -0.0223, 0.0881, 0.2094, 0.1637, 0.1307, 0.0626, 0.1329, 0.0577, 0.0907, 0.0744, 0.1076, 0.1829, 0.1952, 0.2584, 0.2403, 0.3492, 0.3871, 0.3871, 0.3558, 0.3242, 0.2465, 0.1988, 0.2657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021937324138148259", "ticker_idx": 0, "ts": "2026-02-12T13:19:58+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "no delays on delivery of $META and $MSFT tranches. contracts remain on schedule", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "NBIS contracts with META and MSFT on schedule with no delivery delays; bullish read.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS - no delays on delivery of $META and $MSFT tranches. contracts remain on schedule https://t.co/LGHhJ9r4ba", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01248192025722783, "ret_signed_m1d": -0.01248192025722783, "alpha_spy_m1d": -0.028173192214056564, "alpha_c_m1d": -0.030800154733494067, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.018318234476266237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09227681343508021, "ret_signed_p1d": 0.09227681343508021, "alpha_spy_p1d": 0.09157231433196111, "alpha_c_p1d": 0.09280019347545787, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": -0.0005233800403776634, "ret_p1w": 0.1992644219826205, "ret_signed_p1w": 0.1992644219826205, "alpha_spy_p1w": 0.19455269019016663, "alpha_c_p1w": 0.19490294395845753, "bench_spy_p1w": 0.004711731792453877, "bench_c_p1w": 0.004361478024162979, "ret_p1m": 0.25877624788380604, "ret_signed_p1m": 0.25877624788380604, "alpha_spy_p1m": 0.28663602608277416, "alpha_c_p1m": 0.26043360685550987, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.0016573589717038262, "ret_p3m": 0.996099341464155, "ret_signed_p3m": 0.996099341464155, "alpha_spy_p3m": 0.909605099046572, "alpha_c_p3m": 0.9822322135929529, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.013867127871202145, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25877624788380604, "alpha_spy_stated": 0.28663602608277416, "alpha_c_stated": 0.26043360685550987, "price_path": [-0.0418, 0.009, 0.0595, -0.0567, -0.0721, 0.0242, -0.0095, 0.0553, 0.0553, 0.0573, 0.1161, 0.0749, 0.1024, 0.1457, 0.0926, 0.1181, 0.0744, 0.043, 0.0507, -0.0227, -0.0957, -0.0978, -0.1591, -0.1297, -0.003, 0.039, 0.0033, 0.0156, 0.0156, -0.0238, -0.0411, -0.0508, -0.0671, -0.0671, 0.0025, 0.0345, 0.1171, 0.0722, 0.0844, 0.0914, 0.1961, 0.175, 0.1365, 0.1578, 0.2117, 0.2117, 0.1065, 0.1019, 0.0793, 0.0532, 0.0193, 0.0907, 0.1192, 0.0577, -0.0506, -0.0175, 0.0025, -0.0818, -0.1768, -0.0405, 0.0351, 0.023, -0.0125, 0.0, 0.0923, 0.0923, 0.0868, 0.1345, 0.1993, 0.0913, 0.1213, 0.1432, 0.1827, 0.1688, 0.0163, 0.0143, -0.0327, 0.0897, 0.066, -0.0045, 0.0581, 0.0747, 0.2481, 0.2041, 0.2588, 0.4471, 0.2964, 0.3213, 0.3543, 0.3108, 0.2721, 0.2806, 0.2826, 0.181, 0.1236, 0.0282, 0.1564, 0.1362, 0.2127, 0.2127, 0.2542, 0.3084, 0.3931, 0.5193, 0.6156, 0.7225, 0.8047, 0.8586, 0.8426, 0.7513, 0.7738, 0.7447, 0.7401, 0.7506, 0.64, 0.6155, 0.5102, 0.5735, 0.5405, 0.7217, 0.9661, 0.9605, 1.1742, 1.0592, 0.9731, 1.074, 0.9961, 1.3099, 1.4646, 1.4511, 1.2273, 1.2036, 1.1377, 1.451, 1.3935, 1.3935, 1.3187, 1.3222, 1.5225, 1.5754, 1.9478, 1.904, 1.8049, 1.8939, 1.5388, 1.4295, 1.4531, 1.3592, 1.4768, 1.5895, 1.8984, 1.9544, 2.1306, 2.195, 2.195, 2.1607, 2.0675, 1.8938, 1.86, 1.678, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2008624537181565105", "ticker_idx": 0, "ts": "2026-01-06T19:39:42+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorting immediately.", "tweet_type": "prediction", "timeline": "intraday", "summary": "Immediately shorting EOSE in direct opposition to the quoted bullish position disclosure.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "Shorting immediately.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: Nighthawk Capital has started a position in $EOSE https://t.co/fDYQHSjChm", "parent_author": null, "ret_m1d": -0.048763222543109164, "ret_signed_m1d": 0.048763222543109164, "alpha_spy_m1d": 0.04285122383591544, "alpha_c_m1d": 0.03536977536953012, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.013393447173579043, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012014139991305739, "ret_signed_p1d": 0.012014139991305739, "alpha_spy_p1d": 0.008790727710107582, "alpha_c_p1d": -0.006810646487226957, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.018824786478532696, "ret_p1w": 0.18869258998406058, "ret_signed_p1w": -0.18869258998406058, "alpha_spy_p1w": -0.18585943205823408, "alpha_c_p1w": -0.17641025350081296, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": 0.012282336483247613, "ret_p1m": -0.12367491499492833, "ret_signed_p1m": 0.12367491499492833, "alpha_spy_p1m": 0.1155513271170091, "alpha_c_p1m": 0.169163139077249, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": 0.04548822408232067, "ret_p3m": -0.648763256241849, "ret_signed_p3m": 0.648763256241849, "alpha_spy_p3m": 0.5993437507260472, "alpha_c_p3m": 0.662404658331752, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": 0.013641402089902943, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.012014139991305739, "alpha_spy_stated": 0.008790727710107582, "alpha_c_stated": -0.006810646487226957, "price_path": [0.0346, -0.0233, 0.2049, 0.2, 0.2919, 0.0919, 0.0629, 0.0608, 0.1519, 0.0643, 0.0148, 0.135, 0.0869, 0.0608, 0.0155, 0.012, 0.1329, 0.1039, -0.0035, 0.0502, 0.0806, 0.2905, 0.3562, 0.3088, 0.2205, 0.0746, -0.0247, -0.0813, -0.0473, -0.0968, -0.0898, -0.1265, -0.0728, -0.053, 0.0042, 0.0042, 0.0636, -0.0385, -0.0968, -0.0424, 0.1018, 0.0594, 0.0905, 0.0565, 0.0452, 0.1618, 0.0488, -0.0367, -0.0601, -0.1329, -0.13, -0.0763, -0.089, -0.1548, -0.1505, -0.1505, -0.1625, -0.1979, -0.1979, -0.1901, -0.1901, -0.0834, -0.0488, 0.0, -0.012, -0.0092, 0.0799, 0.1399, 0.1887, 0.2226, 0.1929, 0.2332, 0.2332, 0.224, 0.2389, 0.2876, 0.2092, 0.1442, 0.0608, 0.1788, 0.1385, 0.0346, -0.0021, 0.018, -0.1237, -0.2028, -0.13, -0.0643, -0.1364, -0.1816, -0.2375, -0.2155, -0.2155, -0.1908, -0.183, -0.1908, -0.2438, -0.2664, -0.1887, -0.2134, -0.5237, -0.5975, -0.583, -0.5717, -0.523, -0.5251, -0.5668, -0.564, -0.547, -0.5442, -0.5675, -0.5965, -0.6071, -0.6014, -0.6269, -0.6099, -0.6332, -0.6226, -0.6403, -0.6396, -0.6594, -0.6565, -0.6894, -0.6495, -0.6473, -0.6488, -0.6488, -0.658, -0.6834, -0.6756, -0.5795, -0.6028, -0.5647, -0.5534, -0.4996, -0.4975, -0.494, -0.494, -0.5032, -0.4813, -0.5102, -0.458, -0.494, -0.5187, -0.5519, -0.5265, -0.5442, -0.5491, -0.5597, -0.5378, -0.5505, -0.4339, -0.3943, -0.4276, -0.4148, -0.4226, -0.4442, -0.4749, -0.5138, -0.4975, -0.4226, -0.4304, -0.4304, -0.383, -0.3915, -0.3647, -0.4042, -0.3661, -0.3343, -0.4205, -0.429, -0.4996, -0.5272, -0.5576, -0.571, -0.5618, -0.5717, -0.5491, -0.5187, -0.4629, -0.4594, -0.4594, -0.4813, -0.5413, -0.5717, -0.5696, -0.5809, null, null, null]}
{"unit_id": "reply:2018472953244221661", "ticker_idx": 0, "ts": "2026-02-02T23:53:48+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Demand for their memory is expected to increase not suddenly decrease. Ai needs memory it is simple. Don't overthink it", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish SNDK: memory demand sustained by AI, cycle concerns overstated.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Viniciu32103530 Why do you assume that the cycle will end any time in the near future ? Demand for their memory is expected to increase not suddenly decrease. Ai needs memory it is simple. Don’t overthink it", "reply_text": null, "parent_text": "@RJCcapital You just forgot the part that SNDK is very cyclical, but yea, they are guiding for a strong Q3. 4.6B revenue and 61% gross margins..", "quoted_text": null, "parent_author": "Viniciu32103530", "ret_m1d": -0.04352204728361919, "ret_signed_m1d": -0.04352204728361919, "alpha_spy_m1d": -0.05204953639600507, "alpha_c_m1d": -0.06590371984202237, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.022381672558403176, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.15953763485021288, "ret_signed_p1d": -0.15953763485021288, "alpha_spy_p1d": -0.1546937811242195, "alpha_c_p1d": -0.1316659677651174, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.027871667085095475, "ret_p1w": -0.22123332943696827, "ret_signed_p1w": -0.22123332943696827, "alpha_spy_p1w": -0.22498948959301657, "alpha_c_p1w": -0.22454142928629073, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.0033080998493224545, "ret_p1m": -0.13867523235148438, "ret_signed_p1m": -0.13867523235148438, "alpha_spy_p1m": -0.1322941204711262, "alpha_c_p1m": -0.12290943651920794, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.01576579583227644, "ret_p3m": 0.7066612749398082, "ret_signed_p3m": 0.7066612749398082, "alpha_spy_p3m": 0.6586747939128219, "alpha_c_p3m": 0.5659570053723029, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.14070426956750537, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.7066612749398082, "alpha_spy_stated": 0.6586747939128219, "alpha_c_stated": 0.5659570053723029, "price_path": [-0.7014, -0.6557, -0.6147, -0.6095, -0.593, -0.6498, -0.6346, -0.6177, -0.6478, -0.6464, -0.7182, -0.7121, -0.6737, -0.683, -0.6908, -0.6908, -0.679, -0.6978, -0.7047, -0.7205, -0.6933, -0.6715, -0.6758, -0.6845, -0.6652, -0.6526, -0.7036, -0.7098, -0.6991, -0.7026, -0.6845, -0.6584, -0.6534, -0.6479, -0.6404, -0.6404, -0.6405, -0.6488, -0.6546, -0.6587, -0.6587, -0.6043, -0.6059, -0.4973, -0.4917, -0.519, -0.4574, -0.4403, -0.4395, -0.4424, -0.4116, -0.4053, -0.4053, -0.3485, -0.2792, -0.2762, -0.3187, -0.3231, -0.3078, -0.2414, -0.2246, -0.1715, -0.0435, 0.0, -0.1595, -0.1715, -0.1403, -0.1612, -0.2212, -0.1383, -0.0938, -0.0991, -0.0991, -0.1509, -0.1367, -0.107, -0.0655, -0.0417, -0.0819, -0.0908, -0.0627, -0.0865, -0.1099, -0.1871, -0.1387, -0.1868, -0.2418, -0.1535, -0.1102, -0.0576, -0.1103, -0.0487, 0.0117, 0.0355, 0.0837, 0.1101, 0.0204, 0.01, 0.01, -0.0254, -0.1328, -0.1146, -0.1769, -0.0865, -0.004, 0.0087, 0.0087, 0.0419, 0.022, 0.1228, 0.2244, 0.2247, 0.3695, 0.3579, 0.2821, 0.322, 0.3242, 0.3127, 0.299, 0.4077, 0.3406, 0.4233, 0.5387, 0.4412, 0.5301, 0.5766, 0.7067, 0.8057, 1.022, 1.0273, 0.9266, 1.2463, 1.2251, 1.0877, 1.0808, 0.9881, 1.0239, 0.9166, 0.9889, 1.0022, 1.2174, 1.1261, 1.1261, 1.2854, 1.286, 1.3603, 1.437, 1.5326, 1.4678, 1.6333, 1.5301, 1.242, 1.3609, 1.3674, 1.3626, 1.7052, 1.847, 2.0307, 1.8634, 1.8164, 2.1412, 2.1412, 2.2692, 1.8233, 1.7526, 2.3572, 2.006, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026160464044945482", "ticker_idx": 0, "ts": "2026-02-24T05:01:13+00:00", "symbol": "memory stocks", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "You can just buy memory stocks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy memory stocks as a play on memory companies holding pricing power.", "resolved_tickers": ["MU", "000660.KS", "005930.KS", "SNDK", "285A.T"], "resolution_method": "basket", "resolution_reason": "Global memory basket: Micron, SK Hynix, Samsung, SanDisk, Kioxia", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@kermankohli @aleabitoreddit You can just buy memory stocks", "reply_text": null, "parent_text": "@aleabitoreddit memory companies are going to hold the entire world at ransom and i'm not sure if there's anything we can really do about it.", "quoted_text": null, "parent_author": "kermankohli", "ret_m1d": -0.022926147654018413, "ret_signed_m1d": -0.022926147654018413, "alpha_spy_m1d": -0.01571012188864469, "alpha_c_m1d": -0.007943805053508068, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.014982342600510345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002192644689507017, "ret_signed_p1d": 0.002192644689507017, "alpha_spy_p1d": -0.006245661611031417, "alpha_c_p1d": -0.014507421964855393, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.07751866724711742, "ret_signed_p1w": -0.07751866724711742, "alpha_spy_p1w": -0.06730567959695355, "alpha_c_p1w": -0.010479813687588768, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.01591701571608297, "ret_signed_p1m": -0.01591701571608297, "alpha_spy_p1m": 0.025890209790123, "alpha_c_p1m": 0.03213149671945146, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 1.0182126754807643, "ret_signed_p3m": 1.0182126754807643, "alpha_spy_p3m": 0.9304460235822793, "alpha_c_p3m": 0.6432723131154701, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.37494036236529427, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01591701571608297, "alpha_spy_stated": 0.025890209790123, "alpha_c_stated": 0.03213149671945146, "price_path": [-0.53, -0.527, -0.532, -0.5244, -0.5324, -0.5309, -0.5142, -0.4963, -0.5013, -0.4916, -0.4952, -0.5093, -0.526, -0.5374, -0.5268, -0.5101, -0.4999, -0.4759, -0.4746, -0.4617, -0.46, -0.4473, -0.4399, -0.4416, -0.4459, -0.4459, -0.4059, -0.3863, -0.3386, -0.3242, -0.3328, -0.3157, -0.3108, -0.3088, -0.3118, -0.2954, -0.2651, -0.2589, -0.2538, -0.2119, -0.1887, -0.2, -0.2111, -0.1685, -0.1266, -0.1177, -0.0878, -0.1017, -0.0468, -0.0995, -0.1341, -0.1268, -0.1211, -0.1424, -0.1078, -0.059, -0.0453, -0.0502, -0.0665, -0.0618, -0.047, -0.028, -0.0229, 0.0, 0.0022, 0.0309, 0.0148, 0.0126, -0.0775, -0.1063, -0.0714, -0.1058, -0.1272, -0.0626, -0.022, -0.0481, -0.0348, 0.0178, 0.0278, 0.0861, 0.0577, 0.0256, -0.0214, -0.0149, -0.0159, -0.0848, -0.088, -0.1361, -0.1395, -0.0423, -0.0712, -0.0475, -0.0173, -0.0081, 0.104, 0.1207, 0.15, 0.1921, 0.2599, 0.2267, 0.2593, 0.2218, 0.222, 0.2556, 0.3143, 0.3096, 0.322, 0.3874, 0.3632, 0.3919, 0.4057, 0.4357, 0.5177, 0.5954, 0.6734, 0.7209, 0.8516, 0.9389, 0.8812, 0.97, 0.9291, 0.8207, 0.8542, 0.8387, 0.8717, 1.0317, 1.0182, 1.0905, 1.1964, 1.241, 1.2631, 1.3699, 1.5194, 1.5752, 1.6235, 1.5292, 1.3462, 1.2914, 1.4146, 1.2863, 1.4621, 1.5712, 1.7914, 1.7817, 1.8249, 1.996, 2.1083, 2.2045, 1.7674, 1.7961, 2.1858, 1.8979, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066310266648768621", "ticker_idx": 0, "ts": "2026-06-15T00:02:12+00:00", "symbol": "power semiconductors", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "power semi time to rip", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish power semis on Vera Rubin adopting 800V HVDC architecture.", "resolved_tickers": ["ON", "STM", "IFNNY", "WOLF"], "resolution_method": "basket", "resolution_reason": "Power semi basket: ON Semi, STMicro, Infineon, Wolfspeed (corrected ONNN->ON)", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "power semi time to rip", "reply_text": null, "parent_text": null, "quoted_text": "Taiwanese Media: Vera Rubin to Adopt 800V HVDC, With Small-Volume Shipments Starting in Q3\n\nhttps://t.co/0xnQV5EbrH", "parent_author": null, "ret_m1d": -0.05816342822663981, "ret_signed_m1d": -0.05816342822663981, "alpha_spy_m1d": -0.04083502684122378, "alpha_c_m1d": -0.016222530935295493, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.041940897291344315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05976535183039364, "ret_signed_p1d": -0.05976535183039364, "alpha_spy_p1d": -0.053803788986159534, "alpha_c_p1d": -0.011704809782347642, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.04763432787323696, "ret_signed_p1w": 0.04763432787323696, "alpha_spy_p1w": 0.05892463842446871, "alpha_c_p1w": 0.01393011155203383, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.03370421632120313, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5693, -0.5775, -0.5877, -0.5772, -0.5724, -0.5529, -0.572, -0.5892, -0.6025, -0.5643, -0.5598, -0.5589, -0.5589, -0.5475, -0.5437, -0.5065, -0.4825, -0.4869, -0.4722, -0.4705, -0.4653, -0.4302, -0.4124, -0.4037, -0.4111, -0.3848, -0.3437, -0.3158, -0.3262, -0.3604, -0.3338, -0.297, -0.2528, -0.2623, -0.2365, -0.2007, -0.2104, -0.1752, -0.1474, -0.1527, -0.0481, 0.0035, -0.0637, -0.0824, -0.0961, -0.0645, -0.0064, 0.0239, 0.0239, 0.0893, 0.0224, 0.045, 0.0154, -0.022, 0.0905, 0.1029, 0.1149, -0.0367, -0.0018, -0.0477, -0.1068, -0.0454, -0.0582, 0.0, -0.0598, -0.0626, 0.0353, 0.0353, 0.0476, -0.0436, -0.0702, -0.0347, -0.1218, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2010464025067528263", "ticker_idx": 0, "ts": "2026-01-11T21:29:10+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I do like crypto but express it through owning Robinhood instead since it should benefit if crypto is rising", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long Robinhood as the vehicle to play a crypto upswing.", "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": "@ConvexDispatch I do like crypto but express it through owning Robinhood instead since it should benefit if crypto is rising", "reply_text": null, "parent_text": "@RJCcapital Great post! Would you see crypto as potentially mid-terms Trump trade too? I really wonder if he could have something in store in 2026 for crypto as it was a big campaign base for him", "quoted_text": null, "parent_author": "ConvexDispatch", "ret_m1d": -0.01914567787841026, "ret_signed_m1d": -0.01914567787841026, "alpha_spy_m1d": -0.017577707270532983, "alpha_c_m1d": -0.0271037234114333, "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": 0.023145007644650883, "ret_signed_p1d": 0.023145007644650883, "alpha_spy_p1d": 0.025144514410032737, "alpha_c_p1d": 0.042316678608735, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.01917167096408412, "ret_p1w": -0.07471067928944575, "ret_signed_p1w": -0.07471067928944575, "alpha_spy_p1w": -0.06967585540721621, "alpha_c_p1w": -0.05933712687980097, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.015373552409644775, "ret_p1m": -0.2716133345875872, "ret_signed_p1m": -0.2716133345875872, "alpha_spy_p1m": -0.2672402465557998, "alpha_c_p1m": -0.24014289128771338, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.03147044329987381, "ret_p3m": -0.40333556203586685, "ret_signed_p3m": -0.40333556203586685, "alpha_spy_p3m": -0.3840692246983417, "alpha_c_p3m": -0.33648541857559067, "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": -0.2716133345875872, "alpha_spy_stated": -0.2672402465557998, "alpha_c_stated": -0.24014289128771338, "price_path": [0.1415, 0.1184, 0.1054, 0.1555, 0.1219, 0.0825, 0.143, 0.1895, 0.2412, 0.2445, 0.2321, 0.1749, 0.249, 0.2515, 0.1641, 0.2124, 0.0813, 0.1093, 0.1562, 0.1226, 0.1316, 0.0341, 0.0424, -0.0132, -0.0274, 0.0054, -0.0962, -0.087, -0.0217, -0.0166, 0.0909, 0.0909, 0.0933, 0.0487, 0.0717, 0.1372, 0.1664, 0.1228, 0.1609, 0.1548, 0.1544, 0.0499, 0.0168, -0.0192, 0.016, -0.0146, -0.0031, 0.0326, 0.0413, 0.0231, 0.0248, 0.0248, 0.0052, -0.0008, -0.0176, -0.0376, -0.0376, -0.0197, 0.0487, 0.0356, -0.0047, -0.0181, -0.0191, 0.0, 0.0231, 0.0183, -0.061, -0.0747, -0.0747, -0.0999, -0.0987, -0.0959, -0.0896, -0.0895, -0.1045, -0.1201, -0.1385, -0.1535, -0.2349, -0.2591, -0.314, -0.3816, -0.2953, -0.2634, -0.2716, -0.3365, -0.3948, -0.3536, -0.3536, -0.3581, -0.36, -0.3563, -0.3524, -0.3892, -0.3755, -0.3403, -0.3239, -0.3546, -0.3296, -0.3527, -0.3005, -0.3145, -0.344, -0.3248, -0.3318, -0.3304, -0.3523, -0.3755, -0.3592, -0.3418, -0.3627, -0.369, -0.3968, -0.3832, -0.4122, -0.3827, -0.4014, -0.4382, -0.4455, -0.4103, -0.4034, -0.4137, -0.4137, -0.4062, -0.4073, -0.3888, -0.4033, -0.4112, -0.3901, -0.327, -0.257, -0.261, -0.2278, -0.2233, -0.2646, -0.2475, -0.2891, -0.2792, -0.2857, -0.3017, -0.3941, -0.3798, -0.3732, -0.3486, -0.3445, -0.3273, -0.3509, -0.3445, -0.3126, -0.334, -0.3469, -0.3133, -0.3436, -0.3435, -0.369, -0.3553, -0.354, -0.3734, -0.3734, -0.3696, -0.3513, -0.2781, -0.1976, -0.228, -0.2498, -0.295, -0.2484, -0.2982, -0.2764, -0.2872, -0.2651, -0.2152, -0.207, -0.1651, -0.1771, -0.1048, -0.0797, -0.0797, -0.1005, -0.1214, -0.173, -0.2046, -0.1602, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018844508629447055", "ticker_idx": 0, "ts": "2026-02-04T00:30:13+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You heard him $MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: Chinese DRAM (CXMT) cannot displace US hyperscaler supply or advance beyond 1b node, benefiting Micron.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "You heard him $MU", "reply_text": null, "parent_text": null, "quoted_text": "This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers, and why CXMT cannot advance beyond the 1b node. Please give it a read. https://t.co/SMKS7aAyOm", "parent_author": null, "ret_m1d": 0.10553507096949466, "ret_signed_m1d": 0.10553507096949466, "alpha_spy_m1d": 0.10066764012044715, "alpha_c_m1d": 0.06454244201690629, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": 0.04099262895258837, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009198791112129623, "ret_signed_p1d": 0.009198791112129623, "alpha_spy_p1d": 0.021688075172453858, "alpha_c_p1d": 0.011685524049601992, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.002486732937472369, "ret_p1w": 0.08154979830544229, "ret_signed_p1w": 0.08154979830544229, "alpha_spy_p1w": 0.0731410439226039, "alpha_c_p1w": -0.004204902254094645, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.08575470055953693, "ret_p1m": 0.046520794025312284, "ret_signed_p1m": 0.046520794025312284, "alpha_spy_p1m": 0.05363259220447658, "alpha_c_p1m": 0.011627287211021686, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.0348935068142906, "ret_p3m": 0.5200109696990229, "ret_signed_p3m": 0.5200109696990229, "alpha_spy_p3m": 0.47078135935906995, "alpha_c_p3m": 0.19340497231812503, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.3266059973808979, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.046520794025312284, "alpha_spy_stated": 0.05363259220447658, "alpha_c_stated": 0.011627287211021686, "price_path": [-0.3732, -0.3326, -0.3648, -0.3548, -0.3757, -0.3497, -0.3625, -0.398, -0.4048, -0.4695, -0.4536, -0.41, -0.4084, -0.3933, -0.3933, -0.377, -0.3665, -0.369, -0.3831, -0.4029, -0.375, -0.3494, -0.335, -0.3052, -0.319, -0.3647, -0.3743, -0.3874, -0.4058, -0.3452, -0.2994, -0.2713, -0.2721, -0.2447, -0.2447, -0.2497, -0.2241, -0.2287, -0.2477, -0.2477, -0.1686, -0.1773, -0.0948, -0.105, -0.1381, -0.0904, -0.0884, -0.1088, -0.1214, -0.1127, -0.0439, -0.0439, -0.038, 0.0256, 0.0479, 0.0534, 0.0255, 0.0813, 0.1473, 0.1486, 0.0935, 0.1539, 0.1055, 0.0, 0.0092, 0.0403, 0.0108, -0.0162, 0.0815, 0.0911, 0.085, 0.085, 0.0537, 0.1095, 0.1, 0.1285, 0.1096, 0.1018, 0.1307, 0.0953, 0.0869, 0.0877, 0.0007, 0.0563, 0.0465, -0.024, 0.0261, 0.0625, 0.1036, 0.0684, 0.1232, 0.1645, 0.2169, 0.217, 0.171, 0.1147, 0.0658, 0.0425, 0.0071, -0.0631, -0.0585, -0.1515, -0.1092, -0.03, -0.0343, -0.0343, -0.0039, -0.0044, 0.0725, 0.1115, 0.109, 0.1248, 0.2279, 0.203, 0.2056, 0.2, 0.1824, 0.1849, 0.2854, 0.2702, 0.3098, 0.3832, 0.3297, 0.3671, 0.3637, 0.4297, 0.52, 0.6881, 0.7577, 0.7051, 0.9692, 1.0972, 1.0214, 1.1191, 1.0462, 0.9108, 0.7971, 0.8425, 0.9301, 1.0095, 0.9803, 0.9803, 1.3623, 1.4481, 1.4352, 1.5604, 1.7305, 1.8059, 1.8467, 1.6263, 1.2783, 1.5031, 1.4678, 1.3518, 1.626, 1.5884, 1.8689, 1.6916, 1.7507, 1.9902, 1.9902, 2.1942, 1.7734, 1.7648, 2.2, 1.9858, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2023770231962005799", "ticker_idx": 0, "ts": "2026-02-17T14:43:17+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the policy backdrop looks incrementally more supportive, and the market now has clearer visibility into the durability of T1's tax credit framework", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Treasury guidance de-risks T1 Energy's 45X tax credit eligibility, reducing valuation uncertainty and incrementally supporting the bull case.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE - TREASURY GUIDANCE DE-RISKS T1 ENERGY’S TAX CREDIT ELIGIBILITY\n\nThe U.S. Treasury has issued guidance clarifying how the new foreign entity of concern rules apply to domestic clean energy manufacturers. According to T1 Energy, the updated interpretation supports its previously stated view that its operations remain eligible for Section 45X advanced manufacturing production tax credits.\n\nFor investors, the key issue is not the headline but the risk profile. Section 45X credits are a material component of the economics for U.S.-based solar manufacturers. Any ambiguity around eligibility introduces valuation uncertainty, particularly in a capital-intensive industry where margins are sensitive to policy support. The latest Treasury clarification appears to reduce that uncertainty for T1.\n\nImportantly, this does not create a new subsidy; rather, it confirms alignment with existing guidance. From a sell-side perspective, the development can be viewed as incremental de-risking of cash flow assumptions tied to domestic manufacturing incentives. Execution, scale, and broader solar pricing dynamics remain the primary variables.\n\nIn short, the policy backdrop looks incrementally more supportive, and the market now has clearer visibility into the durability of T1’s tax credit framework.\n\nhttps://t.co/hoDh30qo74", "reply_text": null, "parent_text": null, "quoted_text": null, "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": "thread:2024902469130621193", "ticker_idx": 0, "ts": "2026-02-20T17:42:24+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I view this as a major overreaction for stocks across the sector and this buying this dip makes sense", "tweet_type": "analysis", "timeline": "days", "summary": "Calls sector selloff a major overreaction; buying the dip in neocloud names CRWV, NBIS, IREN.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$CRWV $NBIS $IREN\n\nNeocloud stocks trading down on a report that $CRWV failed to receive financing on a data center project in Pennsylvania. Coreweave CEO stated, the project is \"fully funded, on time, and on budget\"\n\nReports indicate Blue Owl Capital sought third party debt financing for a roughly $4B AI data center development in Lancaster tied to CoreWeave Inc., and several lenders declined to participate. The hesitation appears linked to credit quality, structure, and concentration risk rather than underlying AI demand.\n\nCoreWeave carries a below investment grade profile, and lenders are reportedly scrutinizing counterparty exposure, lease durability, and residual asset value assumptions in single tenant AI facilities. In capital intensive projects, small changes in perceived risk can materially impact the cost and availability of leverage.\n\nBlue Owl has indicated the project remains funded and on track. However, the financing backdrop matters. If private credit becomes more selective, sponsors may need to commit more equity or accept tighter terms, compressing returns and raising the hurdle for incremental supply.\n\n---\n\nI view this as a major overreaction for stocks across the sector and this buying this dip makes sense", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0884033545058649, "ret_signed_m1d": 0.0884033545058649, "alpha_spy_m1d": 0.09558327965835145, "alpha_c_m1d": 0.09558327965835145, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.007179925152486555, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01781508501838225, "ret_signed_p1d": 0.01781508501838225, "alpha_spy_p1d": 0.028026451057148516, "alpha_c_p1d": 0.028026451057148516, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.010211366038766267, "ret_p1w": -0.1085714559261205, "ret_signed_p1w": -0.1085714559261205, "alpha_spy_p1w": -0.10358174036144574, "alpha_c_p1w": -0.10358174036144574, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.004989715564674757, "ret_p1m": -0.08168068252691707, "ret_signed_p1m": -0.08168068252691707, "alpha_spy_p1m": -0.03488812605330316, "alpha_c_p1m": -0.03488812605330316, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.04679255647361391, "ret_p3m": 0.13478990228904064, "ret_signed_p3m": 0.13478990228904064, "alpha_spy_p3m": 0.056690138059865, "alpha_c_p3m": 0.056690138059865, "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": 5, "stated_label": "p1w", "ret_signed_stated": -0.1085714559261205, "alpha_spy_stated": -0.10358174036144574, "alpha_c_stated": -0.10358174036144574, "price_path": [-0.2012, -0.1676, -0.1676, -0.1807, -0.1366, -0.1481, -0.1108, -0.0392, -0.0106, -0.0337, 0.0158, -0.0122, -0.021, -0.1194, -0.1894, -0.2213, -0.2768, -0.2417, -0.07, -0.0495, -0.1007, -0.1163, -0.1163, -0.1438, -0.1606, -0.172, -0.1976, -0.1976, -0.1113, -0.1388, -0.1267, -0.1352, -0.1362, -0.1021, 0.0076, -0.0198, 0.0062, 0.0645, 0.1342, 0.1342, 0.0669, 0.0538, 0.0285, 0.0418, 0.1015, 0.2197, 0.1879, 0.1152, 0.0441, -0.0035, 0.0091, -0.0761, -0.1636, 0.0078, 0.0845, 0.0657, 0.0661, 0.0723, 0.0761, 0.0761, 0.0196, 0.0695, 0.0884, 0.0, 0.0178, 0.1126, 0.0982, 0.0939, -0.1086, -0.1255, -0.1733, -0.1092, -0.1617, -0.1822, -0.1663, -0.1606, -0.0817, -0.1052, -0.0912, -0.038, -0.0799, -0.072, -0.0962, -0.0872, -0.0817, -0.0698, -0.0187, -0.0986, -0.1618, -0.2252, -0.132, -0.1211, -0.0785, -0.0785, -0.0931, -0.0449, -0.0039, 0.0308, 0.1429, 0.2355, 0.3132, 0.3299, 0.3396, 0.3092, 0.3157, 0.2903, 0.373, 0.3156, 0.2341, 0.2556, 0.1824, 0.2794, 0.2504, 0.3334, 0.4054, 0.4329, 0.546, 0.4436, 0.279, 0.2852, 0.2073, 0.2472, 0.2797, 0.2022, 0.1627, 0.1183, 0.1348, 0.2054, 0.182, 0.182, 0.1864, 0.1683, 0.1973, 0.2272, 0.3985, 0.3364, 0.2429, 0.2104, 0.1248, 0.147, 0.1031, 0.0713, 0.0727, 0.1266, 0.1956, 0.3113, 0.2909, 0.3216, 0.3216, 0.2469, 0.1845, 0.1303, 0.1066, 0.0821, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2024902469130621193", "ticker_idx": 1, "ts": "2026-02-20T17:42:24+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I view this as a major overreaction for stocks across the sector and this buying this dip makes sense", "tweet_type": "analysis", "timeline": "days", "summary": "Calls sector selloff a major overreaction; buying the dip in neocloud names CRWV, NBIS, IREN.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$CRWV $NBIS $IREN\n\nNeocloud stocks trading down on a report that $CRWV failed to receive financing on a data center project in Pennsylvania. Coreweave CEO stated, the project is \"fully funded, on time, and on budget\"\n\nReports indicate Blue Owl Capital sought third party debt financing for a roughly $4B AI data center development in Lancaster tied to CoreWeave Inc., and several lenders declined to participate. The hesitation appears linked to credit quality, structure, and concentration risk rather than underlying AI demand.\n\nCoreWeave carries a below investment grade profile, and lenders are reportedly scrutinizing counterparty exposure, lease durability, and residual asset value assumptions in single tenant AI facilities. In capital intensive projects, small changes in perceived risk can materially impact the cost and availability of leverage.\n\nBlue Owl has indicated the project remains funded and on track. However, the financing backdrop matters. If private credit becomes more selective, sponsors may need to commit more equity or accept tighter terms, compressing returns and raising the hurdle for incremental supply.\n\n---\n\nI view this as a major overreaction for stocks across the sector and this buying this dip makes sense", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09895836011646675, "ret_signed_m1d": 0.09895836011646675, "alpha_spy_m1d": 0.1061382852689533, "alpha_c_m1d": 0.1131707129357521, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.014212352819285345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027471430675122033, "ret_signed_p1d": 0.027471430675122033, "alpha_spy_p1d": 0.0376827967138883, "alpha_c_p1d": 0.03980019095850584, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.01232876028338381, "ret_p1w": -0.06872953281644811, "ret_signed_p1w": -0.06872953281644811, "alpha_spy_p1w": -0.06373981725177336, "alpha_c_p1w": -0.07943164965384697, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": 0.010702116837398856, "ret_p1m": 0.1657475864014144, "ret_signed_p1m": 0.1657475864014144, "alpha_spy_p1m": 0.21254014287502832, "alpha_c_p1m": 0.19768535308218005, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.031937766680765645, "ret_p3m": 0.9589461898606653, "ret_signed_p3m": 0.9589461898606653, "alpha_spy_p3m": 0.8808464256314896, "alpha_c_p3m": 0.9617673739235935, "bench_spy_p3m": 0.07809976422917564, "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": 5, "stated_label": "p1w", "ret_signed_stated": -0.06872953281644811, "alpha_spy_stated": -0.06373981725177336, "alpha_c_stated": -0.07943164965384697, "price_path": [-0.0923, -0.033, -0.033, -0.0311, 0.0228, -0.015, 0.0102, 0.0498, 0.0012, 0.0246, -0.0154, -0.0442, -0.0372, -0.1045, -0.1714, -0.1733, -0.2295, -0.2025, -0.0864, -0.0479, -0.0806, -0.0693, -0.0693, -0.1055, -0.1213, -0.1302, -0.1452, -0.1452, -0.0814, -0.052, 0.0237, -0.0175, -0.0063, 0.0001, 0.0961, 0.0767, 0.0415, 0.0609, 0.1104, 0.1104, 0.014, 0.0097, -0.0109, -0.0349, -0.066, -0.0005, 0.0256, -0.0307, -0.13, -0.0997, -0.0814, -0.1586, -0.2456, -0.1207, -0.0515, -0.0626, -0.0951, -0.0836, 0.0009, 0.0009, -0.0041, 0.0396, 0.099, 0.0, 0.0275, 0.0476, 0.0837, 0.0711, -0.0687, -0.0706, -0.1136, -0.0014, -0.0232, -0.0877, -0.0304, -0.0152, 0.1437, 0.1033, 0.1535, 0.3261, 0.188, 0.2108, 0.241, 0.2012, 0.1657, 0.1735, 0.1753, 0.0822, 0.0296, -0.0578, 0.0596, 0.0412, 0.1113, 0.1113, 0.1493, 0.1989, 0.2766, 0.3923, 0.4805, 0.5784, 0.6538, 0.7031, 0.6885, 0.6048, 0.6254, 0.5988, 0.5946, 0.6042, 0.5029, 0.4804, 0.3839, 0.4419, 0.4117, 0.5777, 0.8017, 0.7966, 0.9923, 0.8869, 0.8081, 0.9005, 0.8291, 1.1167, 1.2585, 1.2461, 1.0411, 1.0193, 0.9589, 1.246, 1.1933, 1.1933, 1.1248, 1.128, 1.3115, 1.36, 1.7013, 1.6612, 1.5703, 1.6519, 1.3265, 1.2263, 1.248, 1.1619, 1.2696, 1.373, 1.6559, 1.7073, 1.8688, 1.9278, 1.9278, 1.8963, 1.811, 1.6518, 1.6208, 1.454, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2024902469130621193", "ticker_idx": 2, "ts": "2026-02-20T17:42:24+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 view this as a major overreaction for stocks across the sector and this buying this dip makes sense", "tweet_type": "analysis", "timeline": "days", "summary": "Calls sector selloff a major overreaction; buying the dip in neocloud names CRWV, NBIS, 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": "self_thread", "lang": "en", "tweet_text": "$CRWV $NBIS $IREN\n\nNeocloud stocks trading down on a report that $CRWV failed to receive financing on a data center project in Pennsylvania. Coreweave CEO stated, the project is \"fully funded, on time, and on budget\"\n\nReports indicate Blue Owl Capital sought third party debt financing for a roughly $4B AI data center development in Lancaster tied to CoreWeave Inc., and several lenders declined to participate. The hesitation appears linked to credit quality, structure, and concentration risk rather than underlying AI demand.\n\nCoreWeave carries a below investment grade profile, and lenders are reportedly scrutinizing counterparty exposure, lease durability, and residual asset value assumptions in single tenant AI facilities. In capital intensive projects, small changes in perceived risk can materially impact the cost and availability of leverage.\n\nBlue Owl has indicated the project remains funded and on track. However, the financing backdrop matters. If private credit becomes more selective, sponsors may need to commit more equity or accept tighter terms, compressing returns and raising the hurdle for incremental supply.\n\n---\n\nI view this as a major overreaction for stocks across the sector and this buying this dip makes sense", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08279143099524577, "ret_signed_m1d": 0.08279143099524577, "alpha_spy_m1d": 0.08997135614773233, "alpha_c_m1d": 0.0892688833927806, "bench_spy_m1d": -0.007179925152486555, "bench_c_m1d": -0.006477452397534833, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05952979228028532, "ret_signed_p1d": 0.05952979228028532, "alpha_spy_p1d": 0.06974115831905159, "alpha_c_p1d": 0.09306001336648795, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.03353022108620263, "ret_p1w": 0.024262161876174693, "ret_signed_p1w": 0.024262161876174693, "alpha_spy_p1w": 0.02925187744084945, "alpha_c_p1w": 0.04445651623586511, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.020194354359690414, "ret_p1m": 0.054527271889354356, "ret_signed_p1m": 0.054527271889354356, "alpha_spy_p1m": 0.10131982836296827, "alpha_c_p1m": 0.11104730303191102, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.05652003114255666, "ret_p3m": 0.31840919679821145, "ret_signed_p3m": 0.31840919679821145, "alpha_spy_p3m": 0.2403094325690358, "alpha_c_p3m": 0.3291627031397212, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": -0.010753506341509733, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.024262161876174693, "alpha_spy_stated": 0.02925187744084945, "alpha_c_stated": 0.04445651623586511, "price_path": [0.1873, 0.2119, 0.2119, 0.1958, 0.2129, 0.0285, 0.0995, 0.1618, 0.1183, 0.1591, 0.1716, 0.0985, 0.099, 0.0038, -0.1126, -0.0848, -0.1551, -0.1046, -0.0015, 0.0515, 0.0523, 0.05, 0.05, 0.008, -0.0143, -0.042, -0.0553, -0.0553, 0.068, 0.2066, 0.1483, 0.0912, 0.1426, 0.1513, 0.2589, 0.3254, 0.3227, 0.2979, 0.4462, 0.4462, 0.3572, 0.3377, 0.3072, 0.4177, 0.3097, 0.5005, 0.5743, 0.4967, 0.3442, 0.3277, 0.3604, 0.1241, -0.0048, 0.0463, 0.1543, 0.0738, 0.0673, 0.0013, 0.056, 0.056, 0.0248, 0.0525, 0.0828, 0.0, 0.0595, 0.1368, 0.1013, 0.1066, 0.0243, 0.0353, -0.0283, 0.0965, 0.0036, -0.082, -0.0285, -0.0465, 0.05, 0.0348, 0.04, 0.1241, 0.0745, 0.0558, 0.042, 0.0328, 0.0545, 0.0285, 0.0363, -0.0633, -0.1223, -0.2091, -0.1426, -0.1473, -0.1303, -0.1303, -0.1213, -0.1061, -0.0788, -0.073, -0.0165, 0.0773, 0.1848, 0.2211, 0.1931, 0.2036, 0.2186, 0.1298, 0.2104, 0.3012, 0.2666, 0.2096, 0.1116, 0.072, 0.1383, 0.1421, 0.2376, 0.3692, 0.5253, 0.422, 0.5308, 0.3794, 0.4147, 0.3799, 0.4607, 0.3242, 0.2621, 0.1941, 0.3184, 0.4522, 0.4215, 0.4215, 0.4952, 0.6968, 0.6021, 0.5893, 0.6341, 0.6658, 0.6378, 0.5473, 0.3594, 0.4805, 0.3512, 0.2886, 0.4185, 0.495, 0.522, 0.4802, 0.4535, 0.4997, 0.4997, 0.4225, 0.3687, 0.2581, 0.1941, 0.1808, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065193620710305893", "ticker_idx": 0, "ts": "2026-06-11T22:05:03+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "wake me up when we get to $1000", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Nebius; implies significant upside to $1000.", "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": "wake me up when we get to $1000", "reply_text": null, "parent_text": null, "quoted_text": "Nebius wins Best AI Platform &amp; Infrastructure at the National AI Awards 2026. Recognized for best-in-class scalability, innovation across the full AI stack, and proven ability to solve complex infrastructure bottlenecks. #NationalAIAwards https://t.co/81pBE3MgqY", "parent_author": null, "ret_m1d": -0.043553086118974016, "ret_signed_m1d": -0.043553086118974016, "alpha_spy_m1d": -0.038173930027090464, "alpha_c_m1d": -0.04776267001321177, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": 0.004209583894237756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11925463350438936, "ret_signed_p1d": 0.11925463350438936, "alpha_spy_p1d": 0.10162066361063604, "alpha_c_p1d": 0.11441810634122107, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.0048365271631682916, "ret_p1w": 0.23381822038364342, "ret_signed_p1w": 0.23381822038364342, "alpha_spy_p1w": 0.22449734172765035, "alpha_c_p1w": 0.2535227095673819, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": -0.01970448918373846, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4994, -0.4898, -0.477, -0.4938, -0.5087, -0.5055, -0.5047, -0.5439, -0.5661, -0.6029, -0.5535, -0.5612, -0.5317, -0.5317, -0.5157, -0.4947, -0.462, -0.4133, -0.3761, -0.3348, -0.3031, -0.2823, -0.2884, -0.3237, -0.315, -0.3263, -0.328, -0.324, -0.3667, -0.3761, -0.4168, -0.3924, -0.4051, -0.3351, -0.2407, -0.2429, -0.1604, -0.2048, -0.238, -0.1991, -0.2292, -0.108, -0.0482, -0.0535, -0.1399, -0.149, -0.1745, -0.0535, -0.0757, -0.0757, -0.1046, -0.1032, -0.0259, -0.0055, 0.1384, 0.1214, 0.0831, 0.1175, -0.0196, -0.0618, -0.0527, -0.089, -0.0436, 0.0, 0.1193, 0.1409, 0.2089, 0.2338, 0.2338, 0.2206, 0.1846, 0.1175, 0.1045, 0.0342, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021272734911648003", "ticker_idx": 0, "ts": "2026-02-10T17:19:08+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "everyone knows it's coming. Secondaries price at a discount to market, so existing holders lighten up ahead of the deal to avoid the markdown, short sellers press knowing supply is about to hit, and potential buyers sit on their hands - why buy today when you can get shares cheaper in the offering in a week or two? The result is a liquidity vacuum where sellers are motivated and buyers step aside.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish SNDK near-term: imminent secondary offering (WDC debt-for-equity swap) creating a liquidity vacuum with motivated sellers, short pressure, and sidelined buyers.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK\n\nIf you're wondering about $SNDK weakness - this is a potential reason.\n\nFor background to those that don't know: Western Digital spun off SanDisk in February 2025. At the time, $WDC retained a portion of $SNDK shares. This most recently stands at 7.5 million shares or a 5% ownership interest.\n\nOn the most recent $WDC earnings call on February 3, VP of IR stated: \"It's our intention to monetize those shares before the one-year anniversary of the separation, likely in a similar transaction that we have done before, meaning it's a debt for equity swap. And so the proceeds will be used to further reduce the debt.\"\n\nThe one-year anniversary of the separation is February 21, 2026, roughly two weeks away.\n\n$WDC exchanges its SNDK shares with its investment banks to retire $WDC debt. The banks then sell those $SNDK shares into the market via a secondary offering. This is exactly what happened in June 2025 when $WDC offloaded ~18.5M shares.\n\nReinforcing this: JPMorgan recently moved $SNDK to a \"not rated\" which is a standard compliance move when a bank is involved in an imminent transaction. JPM was the lead book-runner on the prior $SNDK secondary and makes sense they are leading it again this time around.\n\nSo why is the stock weak now, before the deal even launches? Because everyone knows it's coming. Secondaries price at a discount to market, so existing holders lighten up ahead of the deal to avoid the markdown, short sellers press knowing supply is about to hit, and potential buyers sit on their hands - why buy today when you can get shares cheaper in the offering in a week or two? The result is a liquidity vacuum where sellers are motivated and buyers step aside.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07709919621195294, "ret_signed_m1d": -0.07709919621195294, "alpha_spy_m1d": -0.07445516598078639, "alpha_c_m1d": -0.07148716613805584, "bench_spy_m1d": 0.0026440302311665498, "bench_c_m1d": 0.005612030073897101, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10652834105043474, "ret_signed_p1d": -0.10652834105043474, "alpha_spy_p1d": -0.10675946319409924, "alpha_c_p1d": -0.10358202794420213, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.002946313106232612, "ret_p1w": 0.09037370002805867, "ret_signed_p1w": -0.09037370002805867, "alpha_spy_p1w": -0.10376734793692188, "alpha_c_p1w": -0.11191007065274405, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.021536370624685386, "ret_p1m": 0.2100841425115194, "ret_signed_p1m": -0.2100841425115194, "alpha_spy_p1m": -0.23289803466338443, "alpha_c_p1m": -0.22495627436831256, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.014872131856793147, "ret_p3m": 1.8844618631701002, "ret_signed_p3m": -1.8844618631701002, "alpha_spy_p3m": -1.8158112281826226, "alpha_c_p3m": -1.6516436821713196, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.2328181809987806, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2100841425115194, "alpha_spy_stated": -0.23289803466338443, "alpha_c_stated": -0.22495627436831256, "price_path": [-0.5503, -0.5308, -0.5091, -0.5478, -0.5459, -0.6382, -0.6303, -0.581, -0.5929, -0.603, -0.603, -0.5878, -0.612, -0.6209, -0.6411, -0.6062, -0.5782, -0.5837, -0.5948, -0.5701, -0.5539, -0.6193, -0.6273, -0.6136, -0.6181, -0.5948, -0.5613, -0.555, -0.5479, -0.5383, -0.5383, -0.5383, -0.5491, -0.5565, -0.5617, -0.5617, -0.4918, -0.494, -0.3545, -0.3472, -0.3824, -0.3032, -0.2813, -0.2803, -0.284, -0.2444, -0.2364, -0.2364, -0.1634, -0.0745, -0.0705, -0.1252, -0.1308, -0.1112, -0.0259, -0.0043, 0.0639, 0.2282, 0.2841, 0.0792, 0.0638, 0.104, 0.0771, 0.0, 0.1065, 0.1637, 0.1568, 0.1568, 0.0904, 0.1085, 0.1467, 0.2, 0.2305, 0.1789, 0.1675, 0.2036, 0.173, 0.143, 0.0439, 0.106, 0.0442, -0.0264, 0.0869, 0.1426, 0.2101, 0.1425, 0.2215, 0.2991, 0.3296, 0.3915, 0.4255, 0.3103, 0.297, 0.2969, 0.2515, 0.1136, 0.137, 0.057, 0.173, 0.2789, 0.2953, 0.2953, 0.3378, 0.3123, 0.4417, 0.5722, 0.5726, 0.7585, 0.7437, 0.6463, 0.6976, 0.7004, 0.6857, 0.6681, 0.8076, 0.7215, 0.8276, 0.9759, 0.8506, 0.9648, 1.0244, 1.1915, 1.3186, 1.5964, 1.6032, 1.4739, 1.8845, 1.8572, 1.6808, 1.6719, 1.5528, 1.5988, 1.4611, 1.5539, 1.571, 1.8474, 1.73, 1.73, 1.9347, 1.9354, 2.0309, 2.1293, 2.252, 2.1688, 2.3814, 2.2488, 1.8789, 2.0315, 2.0399, 2.0338, 2.4737, 2.6557, 2.8916, 2.6769, 2.6164, 3.0336, 3.0336, 3.1979, 2.6253, 2.5346, 3.311, 2.86, null, null, null, null, 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:2008161055382315215", "ticker_idx": 1, "ts": "2026-01-05T12:58:00+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $SNDK", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Tagging MU and SNDK as beneficiaries of 60–70% DRAM price hikes and undersupplied memory demand.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "qct", "tweet_text": "$MU $SNDK", "reply_text": null, "parent_text": null, "quoted_text": "Samsung &amp; SK Hynix are reportedly quoting cloud customers like $MSFT Azure, $AMZN AWS &amp; $GOOGL Cloud server DRAM prices 60–70% above Q4 levels.\n\nData centers, edge devices &amp; autonomy all need far more memory than the market is pricing. https://t.co/ebwIE1XrFp", "parent_author": null, "ret_m1d": 0.004232354491171542, "ret_signed_m1d": 0.004232354491171542, "alpha_spy_m1d": 0.010848496721901912, "alpha_c_m1d": 0.0064449937806224655, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.002212639289450924, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.27564952572933255, "ret_signed_p1d": 0.27564952572933255, "alpha_spy_p1d": 0.26970236742996145, "alpha_c_p1d": 0.26161269861176684, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.014036827117565709, "ret_p1w": 0.42027878022766374, "ret_signed_p1w": 0.42027878022766374, "alpha_spy_p1w": 0.4094604767273735, "alpha_c_p1w": 0.4052738705376151, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.01500490969004864, "ret_p1m": 1.537616914185898, "ret_signed_p1m": 1.537616914185898, "alpha_spy_p1m": 1.5349850539555383, "alpha_c_p1m": 1.5551801087293518, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": -0.017563194543453786, "ret_p3m": 1.5598002817709684, "ret_signed_p3m": 1.5598002817709684, "alpha_spy_p3m": 1.6035665346097783, "alpha_c_p3m": 1.6183046010713174, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.05850431930034905, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.537616914185898, "alpha_spy_stated": 1.5349850539555383, "alpha_c_stated": 1.5551801087293518, "price_path": [-0.5188, -0.5269, -0.5734, -0.5089, -0.5356, -0.4735, -0.4736, -0.4886, -0.4599, -0.4553, -0.4638, -0.3905, -0.3208, -0.3561, -0.3596, -0.2544, -0.2855, -0.2727, -0.2447, -0.2901, -0.2101, -0.2422, -0.1262, -0.0224, -0.0091, 0.0329, -0.1113, -0.0727, -0.0299, -0.1064, -0.1026, -0.285, -0.2693, -0.1719, -0.1955, -0.2154, -0.2154, -0.1853, -0.2332, -0.2508, -0.2908, -0.2217, -0.1664, -0.1774, -0.1993, -0.1504, -0.1185, -0.2477, -0.2635, -0.2363, -0.2454, -0.1993, -0.1331, -0.1205, -0.1065, -0.0876, -0.0876, -0.0877, -0.1088, -0.1235, -0.1339, -0.1339, 0.0042, 0.0, 0.2756, 0.29, 0.2206, 0.377, 0.4203, 0.4222, 0.415, 0.4931, 0.5091, 0.5091, 0.6532, 0.829, 0.8368, 0.7288, 0.7177, 0.7565, 0.9251, 0.9677, 1.1025, 1.4272, 1.5376, 1.1328, 1.1023, 1.1817, 1.1286, 0.9762, 1.1867, 1.2997, 1.286, 1.286, 1.1548, 1.1906, 1.2661, 1.3715, 1.4317, 1.3297, 1.3073, 1.3785, 1.3182, 1.2588, 1.0629, 1.1857, 1.0636, 0.924, 1.148, 1.2581, 1.3914, 1.2578, 1.414, 1.5672, 1.6276, 1.7499, 1.817, 1.5894, 1.5631, 1.563, 1.4732, 1.2007, 1.2469, 1.0888, 1.3181, 1.5275, 1.5598, 1.5598, 1.6439, 1.5934, 1.8492, 2.107, 2.1077, 2.4753, 2.4459, 2.2535, 2.3548, 2.3603, 2.3312, 2.2964, 2.5722, 2.402, 2.6117, 2.9047, 2.6571, 2.8828, 3.0007, 3.3309, 3.5821, 4.1311, 4.1444, 3.8889, 4.7003, 4.6464, 4.2978, 4.2803, 4.045, 4.1358, 3.8636, 4.047, 4.0809, 4.627, 4.3951, 4.3951, 4.7996, 4.801, 4.9896, 5.1843, 5.4267, 5.2623, 5.6824, 5.4203, 4.6893, 4.991, 5.0075, 4.9954, 5.8648, 6.2245, 6.6907, 6.2663, 6.1468, 6.9712, 6.9712, 7.2959, 6.1643, 5.985, 7.5194, 6.6281, null, null]}
{"unit_id": "orig:2066590802218975299", "ticker_idx": 0, "ts": "2026-06-15T18:36:57+00:00", "symbol": "Kioxia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bernstein issues underperform rating on Kioxia ($285A): Price target set to ¥40,000 , implying greater than 50% downside risk", "tweet_type": "news_reaction", "timeline": "years", "summary": "Shares Bernstein Underperform on Kioxia with ¥40,000 PT (~50% downside); peak-cycle NAND earnings unsustainable, supply normalization by CY2027-28, YMTC threat.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia listed on TSE as 285A.T per Bernstein target context", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Bernstein issues underperform rating on Kioxia ($285A): \n\nPrice target set to ¥40,000 , implying greater than 50% downside risk. The firm acknowledges that near-term momentum remains strong, with NAND pricing still rising, earnings growth expected to remain material, and the stock continuing to benefit from the broader AI-driven memory shortage. However, Bernstein’s core concern is that the market is capitalizing peak-cycle earnings as though they represent a sustainable long-term earnings base.\n\nThe report argues that NAND pricing is likely to peak in CY2027 and normalize into CY2028 as supply additions begin to catch up with demand. Bernstein’s SOTP framework treats the current earnings surge as a temporary windfall rather than a repeatable margin structure, assigning value to excess cash generation through CY2028 but applying normalized multiples to longer-term earnings. Under that framework, the firm estimates fair value at roughly ¥40,000 per share, implying approximately 50% downside from the current share price.\n\nA key focus of the report is whether long-term agreements can reduce cyclicality in NAND earnings. Bernstein concludes that LTAs and financial guarantees may improve trough profitability but are unlikely to prevent meaningful earnings volatility. If spot prices fall sufficiently below LTA floor prices, customers may be economically incentivized to walk away from agreements and forfeit guarantees. Bernstein estimates that the current stock price would require either a 65% normalized gross margin, an 80% financial guarantee on LTA value, or a shortage lasting until CY2032, none of which it views as realistic.\n\nThe broader structural concern is China. Bernstein argues that aggressive NAND price increases could give YMTC and other Chinese suppliers greater room to scale, potentially allowing YMTC to become the third-largest NAND supplier by CY2028. 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{"unit_id": "orig:2014751281764507900", "ticker_idx": 0, "ts": "2026-01-23T17:25:12+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB is gonna get right up to $99 and then skip the 100's entirely zooming right up to $200", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB price target of $200, skipping the $100s entirely.", "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": "Hearing from sources familiar with the matter that $RKLB is gonna get right up to $99 and then skip the 100’s entirely zooming right up to $200 (on a Neutron rocket of course) https://t.co/7jcngHqEfg", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010348685637283195, "ret_signed_m1d": -0.010348685637283195, "alpha_spy_m1d": -0.009986081977416683, "alpha_c_m1d": -0.018143039851521214, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.0077943542142380196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0947131386324469, "ret_signed_p1d": -0.0947131386324469, "alpha_spy_p1d": -0.09979137039431962, "alpha_c_p1d": -0.09568756134396872, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": 0.0009744227115218163, "ret_p1w": -0.09932510325642974, "ret_signed_p1w": -0.09932510325642974, "alpha_spy_p1w": -0.10330065666546506, "alpha_c_p1w": -0.10675414236093217, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.007429039104502433, "ret_p1m": -0.21023624432633525, "ret_signed_p1m": -0.21023624432633525, "alpha_spy_p1m": -0.2003122281769849, "alpha_c_p1m": -0.27484471078188943, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.06460846645555418, "ret_p3m": 0.012823389989668144, "ret_signed_p3m": 0.012823389989668144, "alpha_spy_p3m": -0.02188551663521565, "alpha_c_p3m": -0.031632778081809976, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.04445616807147812, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21023624432633525, "alpha_spy_stated": -0.2003122281769849, "alpha_c_stated": -0.27484471078188943, "price_path": [-0.2829, -0.2558, -0.3147, -0.2916, -0.31, -0.3637, -0.3654, -0.442, -0.4191, -0.4162, -0.4236, -0.4379, -0.491, -0.4877, -0.5128, -0.5188, -0.5093, -0.5559, -0.5467, -0.5225, -0.5208, -0.5283, -0.5283, -0.526, -0.5459, -0.5287, -0.497, -0.4447, -0.4482, -0.42, -0.399, -0.353, -0.2854, -0.3083, -0.3767, -0.3758, -0.393, -0.326, -0.2067, -0.1277, -0.1318, -0.1318, -0.1318, -0.2053, -0.2112, -0.2075, -0.2153, -0.2153, -0.1452, -0.121, -0.0323, -0.0542, -0.0655, -0.0456, -0.0112, -0.0261, 0.0326, 0.0209, 0.0832, 0.0832, 0.0029, -0.0121, -0.0103, 0.0, -0.0947, -0.0214, -0.0037, -0.0362, -0.0993, -0.1659, -0.0858, -0.1776, -0.254, -0.1865, -0.1469, -0.1898, -0.2169, -0.2575, -0.2414, -0.2414, -0.2138, -0.1629, -0.1386, -0.2029, -0.2102, -0.2129, -0.2103, -0.1828, -0.2227, -0.2017, -0.2111, -0.1911, -0.2126, -0.2114, -0.196, -0.2246, -0.1906, -0.2309, -0.2305, -0.1979, -0.116, -0.2184, -0.1909, -0.2438, -0.2351, -0.2568, -0.1802, -0.2583, -0.3146, -0.3546, -0.2776, -0.263, -0.2381, -0.2381, -0.2388, -0.254, -0.2229, -0.2493, -0.2345, -0.2056, -0.1876, -0.1721, -0.0672, -0.0461, 0.0063, -0.0254, 0.0128, -0.0484, -0.1037, -0.0744, -0.116, -0.1336, -0.0719, -0.1135, -0.0966, -0.1141, -0.0478, -0.1161, 0.1864, 0.32, 0.3224, 0.3965, 0.491, 0.4035, 0.4754, 0.4321, 0.5105, 0.4111, 0.5271, 0.5271, 0.6108, 0.6899, 0.6651, 0.6139, 0.3767, 0.3872, 0.2902, 0.3493, 0.2382, 0.2784, 0.2174, 0.1817, 0.2911, 0.1517, 0.2289, 0.1769, 0.2146, 0.2063, 0.2063, 0.1281, 0.07, -0.0393, -0.0924, -0.049, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2008272663811170367", "ticker_idx": 0, "ts": "2026-01-05T20:21:29+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "domestic manufacturing remains a core strategic priority... FEOC compliance is emerging as a gating factor... Companies with traceable, domestic inputs are better positioned to avoid policy risk", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long T1 Energy on FEOC compliance advantage and domestic solar supply chain as a durable competitive moat.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE - T1 ENERGY REITERATES COMMITMENT TO U.S. MANUFACTURING\n\n@t1energy reiterated its commitment to building a fully domestic solar supply chain, from polysilicon through finished panels. The message is straightforward: U.S. energy independence is built at home, not outsourced, and domestic manufacturing remains a core strategic priority.\n\nThis matters not only for supply chain resilience, but for regulatory alignment. As federal incentives increasingly hinge on Foreign Entity of Concern compliance, vertically integrated U.S.-based production becomes a competitive advantage rather than a cost burden.\n\nFEOC compliance is emerging as a gating factor for participation in tax credits, government procurement, and long-term utility scale demand. Companies with traceable, domestic inputs are better positioned to avoid policy risk and sudden eligibility cliffs.\n\nIn that context, T1’s emphasis on U.S. manufacturing is less about optics and more about durability. 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{"unit_id": "orig:2033700718494838925", "ticker_idx": 0, "ts": "2026-03-17T00:23:30+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You are not bullish enough", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author flags MU CEO gifting HBM4 wafer to Jensen Huang as a bullish signal for both MU and NVDA; says market is not bullish enough.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "THE CEO OF $MU JUST GIFTED THIS HBM4 SILICON WAFER TO JENSEN HUANG $NVDA\n\nYou are not bullish enough https://t.co/D04RMBejRG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04308086630973251, "ret_signed_m1d": -0.04308086630973251, "alpha_spy_m1d": -0.04045722293057641, "alpha_c_m1d": -0.03562271417643936, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 8.669313309050963e-05, "ret_signed_p1d": 8.669313309050963e-05, "alpha_spy_p1d": 0.014040337648347667, "alpha_c_p1d": 0.008174758582560449, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.14329958296701462, "ret_signed_p1w": -0.14329958296701462, "alpha_spy_p1w": -0.11970636788698352, "alpha_c_p1w": -0.13752955546059475, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": -0.011410958845228913, "ret_signed_p1m": -0.011410958845228913, "alpha_spy_p1m": -0.05771695641605823, "alpha_c_p1m": -0.15281388775760418, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 1.127016747777538, "ret_signed_p3m": 1.127016747777538, "alpha_spy_p3m": 1.0182110131930664, "alpha_c_p3m": 0.5649324544261685, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011410958845228913, "alpha_spy_stated": -0.05771695641605823, "alpha_c_stated": -0.15281388775760418, "price_path": [-0.4619, -0.4243, -0.4012, -0.4019, -0.3793, -0.3793, -0.3834, -0.3624, -0.3662, -0.3818, -0.3818, -0.3168, -0.3239, -0.2561, -0.2645, -0.2917, -0.2526, -0.2509, -0.2676, -0.278, -0.2709, -0.2143, -0.2143, -0.2094, -0.1572, -0.1389, -0.1344, -0.1572, -0.1114, -0.0572, -0.0561, -0.1014, -0.0517, -0.0915, -0.1782, -0.1707, -0.1451, -0.1694, -0.1916, -0.1112, -0.1034, -0.1084, -0.1084, -0.1341, -0.0882, -0.096, -0.0726, -0.0882, -0.0946, -0.0708, -0.0999, -0.1068, -0.1062, -0.1776, -0.132, -0.14, -0.1979, -0.1568, -0.1269, -0.0931, -0.122, -0.077, -0.0431, 0.0, 0.0001, -0.0377, -0.084, -0.1242, -0.1433, -0.1724, -0.2301, -0.2263, -0.3027, -0.2679, -0.2029, -0.2064, -0.2064, -0.1814, -0.1818, -0.1187, -0.0866, -0.0886, -0.0757, 0.009, -0.0114, -0.0092, -0.0139, -0.0283, -0.0263, 0.0563, 0.0438, 0.0763, 0.1367, 0.0927, 0.1234, 0.1206, 0.1749, 0.2491, 0.3872, 0.4444, 0.4012, 0.6182, 0.7234, 0.6611, 0.7414, 0.6815, 0.5702, 0.4768, 0.5141, 0.5861, 0.6514, 0.6273, 0.6273, 0.9413, 1.0117, 1.0011, 1.104, 1.2438, 1.3058, 1.3393, 1.1582, 0.8722, 1.057, 1.0279, 0.9326, 1.1579, 1.127, 1.3575, 1.2118, 1.2605, 1.4572, 1.4572, 1.6249, 1.279, 1.272, 1.6296, 1.4536, 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]}
{"unit_id": "orig:2033700718494838925", "ticker_idx": 1, "ts": "2026-03-17T00:23:30+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You are not bullish enough", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author flags MU CEO gifting HBM4 wafer to Jensen Huang as a bullish signal for both MU and NVDA; says market is not bullish enough.", "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": "THE CEO OF $MU JUST GIFTED THIS HBM4 SILICON WAFER TO JENSEN HUANG $NVDA\n\nYou are not bullish enough https://t.co/D04RMBejRG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007090721670953037, "ret_signed_m1d": 0.007090721670953037, "alpha_spy_m1d": 0.009714365050109142, "alpha_c_m1d": 0.014548873804246187, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.00745815213329315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008409798772097021, "ret_signed_p1d": -0.008409798772097021, "alpha_spy_p1d": 0.005543845743160136, "alpha_c_p1d": -0.00032173332262708243, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.008088065449469939, "ret_p1w": -0.03699226573597092, "ret_signed_p1w": -0.03699226573597092, "alpha_spy_p1w": -0.013399050655939826, "alpha_c_p1w": -0.031222238229551058, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.005770027506419861, "ret_p1m": 0.09311278684405955, "ret_signed_p1m": 0.09311278684405955, "alpha_spy_p1m": 0.04680678927323023, "alpha_c_p1m": -0.04829014206831572, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.14140292891237527, "ret_p3m": 0.1291659375313836, "ret_signed_p3m": 0.1291659375313836, "alpha_spy_p3m": 0.020360202946912098, "alpha_c_p3m": -0.43291835581998583, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.5620842933513694, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09311278684405955, "alpha_spy_stated": 0.04680678927323023, "alpha_c_stated": -0.04829014206831572, "price_path": [-0.0429, -0.0052, 0.0096, 0.04, 0.0367, 0.0367, 0.0472, 0.0345, 0.0308, 0.0251, 0.0251, 0.038, 0.034, 0.0291, 0.0394, 0.017, 0.0161, 0.0165, 0.0213, 0.0066, 0.0281, 0.0236, 0.0236, -0.0213, 0.0076, 0.0159, 0.0315, 0.0249, 0.0362, 0.0527, 0.0581, 0.0505, 0.0202, -0.0088, -0.0426, -0.0553, 0.0191, 0.0445, 0.0363, 0.0446, 0.0275, 0.0048, 0.0048, 0.0167, 0.0332, 0.0328, 0.0433, 0.0528, 0.06, 0.0749, 0.0162, -0.0261, 0.003, -0.0104, 0.006, 0.0077, -0.0226, 0.0039, 0.0156, 0.0225, 0.0067, -0.0092, 0.0071, 0.0, -0.0084, -0.0185, -0.0507, -0.0346, -0.037, -0.0179, -0.0588, -0.0792, -0.0921, -0.0414, -0.034, -0.025, -0.025, -0.0236, -0.0211, 0.0008, 0.0109, 0.0368, 0.0406, 0.0801, 0.0931, 0.0903, 0.1086, 0.1106, 0.0987, 0.1131, 0.0973, 0.1448, 0.1906, 0.1717, 0.1502, 0.097, 0.0908, 0.091, 0.0801, 0.1424, 0.1625, 0.1829, 0.2062, 0.2135, 0.2413, 0.2958, 0.2385, 0.222, 0.2126, 0.2283, 0.2066, 0.1836, 0.1836, 0.181, 0.1686, 0.1777, 0.1606, 0.2332, 0.2248, 0.1804, 0.2033, 0.1287, 0.1482, 0.1457, 0.1029, 0.1274, 0.1292, 0.1691, 0.1414, 0.1262, 0.1594, 0.1594, 0.1482, 0.1008, 0.0951, 0.0772, 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]}
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{"unit_id": "orig:2008573073163735168", "ticker_idx": 0, "ts": "2026-01-06T16:15:12+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 announced a new Inference Context Memory Storage Platform at CES 2026, standardizing the offload of AI inference KV cache from GPU memory to NVMe SSDs", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "NVIDIA's NVMe KV-cache platform expands inference memory TAM, lifting SNDK/MU/WDC as storage becomes active AI infrastructure; NVDA central to the stack.", "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 $SNDK $MU $WDC \n\nNVIDIA PUSHES AI INFERENCE CONTEXT TO SSDs\n\nNVIDIA announced a new Inference Context Memory Storage Platform at CES 2026, standardizing the offload of AI inference KV cache from GPU memory to NVMe SSDs sending shares of memory stocks surging with $SNDK up 23%. \n\nThe move addresses a growing bottleneck in large language model inference, where context memory expands rapidly and increasingly exceeds available GPU HBM, forcing recomputation and raising latency. By extending KV cache into NVMe-based storage, Nvidia is effectively treating inference context as a first-class system resource rather than a transient byproduct of compute.  \n\nThe company framed the shift as a response to longer context windows, multi-step reasoning, and agentic AI workloads that must retain memory across turns and even across inference runs. Under the new architecture, NVMe-resident KV cache becomes persistent and shareable across GPUs, servers, and rack-scale clusters, improving utilization and reducing redundant compute. Nvidia claims up to 5x gains in tokens per second and power efficiency versus traditional approaches that repeatedly evict and recompute context.  \n\nTechnically, the platform relies on Nvidia’s broader data center stack, including Rubin GPUs, Spectrum-X networking, and the upcoming BlueField-4 DPU, which is designed to manage cache placement, metadata, and isolation at the rack level. The implication is that inference performance is increasingly constrained not by raw compute, but by how efficiently context can be stored, moved, and reused across systems. In this framing, inference begins to resemble a distributed memory problem rather than a purely computational one.  \n\nA wide range of storage vendors have signed on to support the platform, underscoring Nvidia’s intent to make NVMe-based inference memory a standardized layer rather than a bespoke optimization. This matters for the storage ecosystem. NVMe SSDs are no longer just cold or secondary tiers, but active participants in AI inference pipelines, supporting high-frequency, latency-sensitive workloads at scale.  \n\nIn markets, the read-through has been immediate. Memory stocks surged following the announcement, reflecting investor recognition that inference-driven demand may expand the addressable market for high-performance NVMe SSDs. 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{"unit_id": "orig:2008573073163735168", "ticker_idx": 3, "ts": "2026-01-06T16:15:12+00:00", "symbol": "WDC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "inference-driven demand may expand the addressable market for high-performance NVMe SSDs", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "NVIDIA's NVMe KV-cache platform expands inference memory TAM, lifting SNDK/MU/WDC as storage becomes active AI infrastructure; NVDA central to the stack.", "resolved_tickers": ["WDC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA $SNDK $MU $WDC \n\nNVIDIA PUSHES AI INFERENCE CONTEXT TO SSDs\n\nNVIDIA announced a new Inference Context Memory Storage Platform at CES 2026, standardizing the offload of AI inference KV cache from GPU memory to NVMe SSDs sending shares of memory stocks surging with $SNDK up 23%. \n\nThe move addresses a growing bottleneck in large language model inference, where context memory expands rapidly and increasingly exceeds available GPU HBM, forcing recomputation and raising latency. By extending KV cache into NVMe-based storage, Nvidia is effectively treating inference context as a first-class system resource rather than a transient byproduct of compute.  \n\nThe company framed the shift as a response to longer context windows, multi-step reasoning, and agentic AI workloads that must retain memory across turns and even across inference runs. Under the new architecture, NVMe-resident KV cache becomes persistent and shareable across GPUs, servers, and rack-scale clusters, improving utilization and reducing redundant compute. Nvidia claims up to 5x gains in tokens per second and power efficiency versus traditional approaches that repeatedly evict and recompute context.  \n\nTechnically, the platform relies on Nvidia’s broader data center stack, including Rubin GPUs, Spectrum-X networking, and the upcoming BlueField-4 DPU, which is designed to manage cache placement, metadata, and isolation at the rack level. The implication is that inference performance is increasingly constrained not by raw compute, but by how efficiently context can be stored, moved, and reused across systems. In this framing, inference begins to resemble a distributed memory problem rather than a purely computational one.  \n\nA wide range of storage vendors have signed on to support the platform, underscoring Nvidia’s intent to make NVMe-based inference memory a standardized layer rather than a bespoke optimization. This matters for the storage ecosystem. NVMe SSDs are no longer just cold or secondary tiers, but active participants in AI inference pipelines, supporting high-frequency, latency-sensitive workloads at scale.  \n\nIn markets, the read-through has been immediate. Memory stocks surged following the announcement, reflecting investor recognition that inference-driven demand may expand the addressable market for high-performance NVMe SSDs. As AI workloads shift from training-dominated to inference-heavy, memory hierarchy and storage economics are moving closer to the center of the AI infrastructure narrative.  \n\nhttps://t.co/WSbwe2bvzv", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14358648997523082, "ret_signed_m1d": -0.14358648997523082, "alpha_spy_m1d": -0.1376744912680371, "alpha_c_m1d": -0.12974396794625698, "bench_spy_m1d": -0.005911998707193722, "bench_c_m1d": -0.013842522028973847, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08888687806112272, "ret_signed_p1d": -0.08888687806112272, "alpha_spy_p1d": -0.08566346577992456, "alpha_c_p1d": -0.08806862401811855, "bench_spy_p1d": -0.003223412281198157, "bench_c_p1d": -0.000818254043004174, "ret_p1w": -0.024523715141962277, "ret_signed_p1w": -0.024523715141962277, "alpha_spy_p1w": -0.02735687306778878, "alpha_c_p1w": -0.023364495838718358, "bench_spy_p1w": 0.0028331579258265016, "bench_c_p1w": -0.001159219303243919, "ret_p1m": 0.22805174339347367, "ret_signed_p1m": 0.22805174339347367, "alpha_spy_p1m": 0.2361753312713929, "alpha_c_p1m": 0.28621745459600256, "bench_spy_p1m": -0.008123587877919225, "bench_c_p1m": -0.05816571120252889, "ret_p3m": 0.3452054460795182, "ret_signed_p3m": 0.3452054460795182, "alpha_spy_p3m": 0.3946249515953201, "alpha_c_p3m": 0.41674244008013583, "bench_spy_p3m": -0.049419505515801876, "bench_c_p3m": -0.07153699400061764, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22805174339347367, "alpha_spy_stated": 0.2361753312713929, "alpha_c_stated": 0.28621745459600256, "price_path": [-0.4548, -0.4743, -0.4586, -0.4847, -0.4514, -0.4265, -0.4252, -0.4465, -0.447, -0.4513, -0.4274, -0.4105, -0.4231, -0.431, -0.3561, -0.3709, -0.3158, -0.2803, -0.3069, -0.2708, -0.2549, -0.2578, -0.2065, -0.2258, -0.2434, -0.2842, -0.2811, -0.2601, -0.3038, -0.2987, -0.3613, -0.366, -0.3126, -0.2922, -0.2816, -0.2816, -0.2561, -0.2551, -0.2713, -0.2913, -0.2661, -0.2301, -0.2261, -0.2272, -0.1706, -0.1467, -0.1962, -0.2158, -0.2042, -0.2421, -0.2023, -0.1746, -0.1943, -0.1875, -0.1815, -0.1815, -0.1725, -0.181, -0.1975, -0.2147, -0.2147, -0.1444, -0.1436, 0.0, -0.0889, -0.1445, -0.0862, -0.033, -0.0245, -0.02, 0.0124, 0.0097, 0.0097, 0.0164, 0.1027, 0.109, 0.0775, 0.0979, 0.1517, 0.275, 0.2691, 0.1406, 0.2318, 0.323, 0.2281, 0.186, 0.2881, 0.3036, 0.1968, 0.2478, 0.295, 0.2835, 0.2835, 0.2951, 0.3518, 0.2976, 0.3015, 0.2782, 0.2333, 0.3262, 0.2866, 0.275, 0.2311, 0.1424, 0.1911, 0.1813, 0.1185, 0.1951, 0.2141, 0.2259, 0.1911, 0.2418, 0.3053, 0.4311, 0.3905, 0.4454, 0.3367, 0.3444, 0.3729, 0.3505, 0.2466, 0.2557, 0.1477, 0.2336, 0.3578, 0.3452, 0.3452, 0.3871, 0.4227, 0.545, 0.5409, 0.5662, 0.5969, 0.6701, 0.6646, 0.6495, 0.6989, 0.7061, 0.7504, 0.7745, 0.8384, 0.8424, 0.8275, 0.7831, 0.8824, 0.9816, 0.9679, 1.0174, 1.1218, 1.2034, 1.1157, 1.189, 1.3524, 1.2289, 1.2533, 1.2308, 1.1982, 1.0918, 1.0787, 1.0961, 1.2185, 1.2086, 1.2086, 1.3927, 1.4198, 1.4224, 1.4226, 1.4909, 1.568, 1.7094, 1.6246, 1.3343, 1.4037, 1.3617, 1.2356, 1.4144, 1.5679, 1.9812, 2.1069, 2.2485, 2.4041, 2.4041, 2.342, 2.0597, 1.9369, 2.0809, 1.6752, null, null, null]}
{"unit_id": "orig:2035891416904434078", "ticker_idx": 0, "ts": "2026-03-23T01:28:33+00:00", "symbol": "SNPS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Elliott's involvement suggests a focus on operational execution, profitability, and margin improvement at a time when investors are rewarding semiconductor-adjacent businesses with stronger pricing power and clearer monetization tied to the AI infrastructure cycle", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Elliott stake in Synopsys seen as catalyst for margin improvement and better monetization; bullish on execution-driven re-rating.", "resolved_tickers": ["SNPS"], "resolution_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": "$SNPS ACTIVIST INVESTOR ELLIOTT TAKES STAKE THAT COULD HELP IMPROVE BUSINESS MONETIZATION - WSJ\n\nActivist investor Elliott Investment Management has built a multibillion-dollar position in Synopsys and plans to engage with the company on improving how it monetizes its software and services business.\n\nThe development is notable because Synopsys occupies a critical position in the semiconductor design ecosystem, with its tools used across advanced chip development as AI increases design complexity and raises demand for more sophisticated engineering software.\n\nElliott’s involvement suggests a focus on operational execution, profitability, and margin improvement at a time when investors are rewarding semiconductor-adjacent businesses with stronger pricing power and clearer monetization tied to the AI infrastructure cycle.\n\nThe backdrop is a relative performance gap versus both the broader semiconductor complex and Cadence, which creates room for a governance and execution-driven improvement story if Synopsys can better translate its strategic importance into financial results.\n\nMore broadly, the situation reinforces how EDA software remains one of the most important picks-and-shovels layers in semiconductors, especially as AI drives a step-up in chip complexity, validation needs, and long-term software demand.\n\nhttps://t.co/10xrt8A5pG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028116914893654532, "ret_signed_m1d": -0.028116914893654532, "alpha_spy_m1d": -0.01772602789053579, "alpha_c_m1d": -0.01772602789053579, "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": -0.03898449741223675, "ret_signed_p1d": -0.03898449741223675, "alpha_spy_p1d": -0.035627682935059246, "alpha_c_p1d": -0.035627682935059246, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.11408618915210489, "ret_signed_p1w": -0.11408618915210489, "alpha_spy_p1w": -0.07836644133148529, "alpha_c_p1w": -0.07836644133148529, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": 0.08115976390651514, "ret_signed_p1m": 0.08115976390651514, "alpha_spy_p1m": 0.006851682061940423, "alpha_c_p1m": 0.006851682061940423, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": 0.05325101321278147, "ret_signed_p3m": 0.05325101321278147, "alpha_spy_p3m": -0.0890843817778042, "alpha_c_p3m": -0.0890843817778042, "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": 0.08115976390651514, "alpha_spy_stated": 0.006851682061940423, "alpha_c_stated": 0.006851682061940423, "price_path": [0.1001, 0.1001, 0.1033, 0.1075, 0.0971, 0.0861, 0.0861, 0.1108, 0.1427, 0.1764, 0.2017, 0.1896, 0.2143, 0.2334, 0.1834, 0.1685, 0.1751, 0.1938, 0.1938, 0.1815, 0.2069, 0.178, 0.1593, 0.1631, 0.1624, 0.1824, 0.1099, 0.0755, 0.0588, -0.0308, -0.0312, -0.051, -0.0129, 0.0148, 0.0115, 0.0132, -0.0211, 0.0107, 0.0107, -0.0243, 0.0227, 0.023, 0.0172, -0.027, 0.0191, 0.0386, -0.015, -0.0427, -0.0181, -0.0189, -0.0035, 0.0227, 0.0114, 0.011, 0.0004, 0.0012, -0.0318, -0.0459, -0.0153, -0.0074, -0.0088, -0.0098, -0.0281, 0.0, -0.039, -0.0517, -0.0706, -0.1203, -0.1141, -0.0832, -0.0826, -0.0845, -0.0845, -0.0819, -0.08, -0.0516, -0.0637, -0.093, -0.034, -0.0316, 0.0138, 0.02, 0.0395, 0.0658, 0.0812, 0.1035, 0.0563, 0.158, 0.1527, 0.1189, 0.1127, 0.1159, 0.1307, 0.1503, 0.1619, 0.1663, 0.1681, 0.1942, 0.1936, 0.1867, 0.1776, 0.1793, 0.1617, 0.1525, 0.1419, 0.1536, 0.1653, 0.2133, 0.2133, 0.236, 0.2161, 0.1114, 0.0998, 0.1383, 0.1754, 0.1515, 0.1434, 0.0748, 0.0948, 0.0758, 0.0649, 0.0551, 0.0495, 0.0506, 0.0368, 0.0677, 0.0533, 0.0533, 0.0742, 0.0671, 0.0727, 0.0521, 0.0505, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2001799015994634697", "ticker_idx": 0, "ts": "2025-12-18T23:37:31+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE is a clear 10x from here most likely. I haven't seen any bear case against them.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TE; sees 10x upside with no credible bear case.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE is a clear 10x from here most likely. I haven’t seen any bear case against them. If so can someone please point it out to me?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06376358605876431, "ret_signed_m1d": -0.06376358605876431, "alpha_spy_m1d": -0.05478148912662262, "alpha_c_m1d": -0.055230225021551616, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.008533361037212694, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13530332591331184, "ret_signed_p1d": 0.13530332591331184, "alpha_spy_p1d": 0.12907352206287825, "alpha_c_p1d": 0.12421716563050311, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.011086160282808732, "ret_p1w": 0.05754282617015871, "ret_signed_p1w": 0.05754282617015871, "alpha_spy_p1w": 0.04326115861665403, "alpha_c_p1w": 0.04542646079140966, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.01211636537874905, "ret_p1m": 0.2706065776684323, "ret_signed_p1m": 0.2706065776684323, "alpha_spy_p1m": 0.2543413802377441, "alpha_c_p1m": 0.19610621775830261, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.07450035991012971, "ret_p3m": 0.1399689143693139, "ret_signed_p3m": 0.1399689143693139, "alpha_spy_p3m": 0.1681210463596542, "alpha_c_p3m": 0.07654187668002277, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.06342703768929114, "ret_p6m": 0.387247327283162, "ret_signed_p6m": 0.387247327283162, "alpha_spy_p6m": 0.2751366426917299, "alpha_c_p6m": 0.2336751711039904, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.15357215617917164, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2706065776684323, "alpha_spy_stated": 0.2543413802377441, "alpha_c_stated": 0.19610621775830261, "price_path": [-0.7138, -0.6579, -0.647, -0.6579, -0.6376, -0.661, -0.6283, -0.633, -0.6065, -0.5645, -0.5552, -0.5443, -0.4044, -0.4339, -0.4557, -0.3764, -0.1851, -0.2706, -0.3281, -0.2597, -0.3033, -0.3608, -0.423, -0.4603, -0.4044, -0.4246, -0.4401, -0.4339, -0.4215, -0.4681, -0.4277, -0.3639, -0.4277, -0.4075, -0.3002, -0.3142, -0.4012, -0.4572, -0.4774, -0.5054, -0.5241, -0.5505, -0.577, -0.577, -0.5117, -0.4883, -0.4028, -0.4028, -0.3593, -0.3048, -0.2628, -0.297, -0.2053, -0.0933, -0.0638, 0.0467, -0.0435, -0.0871, -0.168, -0.2131, -0.154, -0.1571, -0.0638, 0.0, 0.1353, 0.1058, 0.0964, 0.0964, 0.0575, -0.0016, 0.0109, 0.0389, 0.0389, 0.2193, 0.2753, 0.1897, 0.1322, 0.0591, 0.0793, 0.1213, 0.2224, 0.2224, 0.1524, 0.2706, 0.2706, 0.2877, 0.2162, 0.3017, 0.3219, 0.2659, 0.4184, 0.4759, 0.381, 0.2955, 0.3468, 0.4137, 0.2022, 0.1306, 0.2862, 0.1882, 0.168, 0.0653, -0.0342, -0.0482, -0.0482, 0.0016, 0.0047, -0.0187, -0.0342, -0.0218, 0.1026, 0.1229, 0.1337, -0.042, 0.0638, 0.0124, 0.1042, 0.0591, 0.0451, 0.1135, 0.2411, 0.2659, 0.2037, 0.1851, 0.2006, 0.2115, 0.14, 0.1991, 0.0264, 0.0638, 0.028, 0.0389, -0.0233, -0.1042, -0.126, -0.3173, -0.3033, -0.3484, -0.3484, -0.3701, -0.3888, -0.3515, -0.3499, -0.2706, -0.2053, -0.2442, -0.1695, -0.224, -0.2177, -0.2255, -0.2084, -0.1617, -0.1617, -0.1773, -0.1742, -0.2379, -0.2395, -0.2535, -0.1991, -0.2068, -0.1695, -0.1804, -0.1991, -0.042, -0.0607, -0.0902, -0.1275, -0.1089, -0.1182, 0.0886, 0.07, 0.353, 0.3561, 0.2566, 0.2566, 0.6252, 0.7045, 0.6827, 0.6423, 0.619, 0.8725, 0.7885, 0.8134, 0.4666, 0.4199, 0.3157, 0.2022, 0.3173, 0.3219, 0.3872]}
{"unit_id": "orig:2012126712629174405", "ticker_idx": 0, "ts": "2026-01-16T11:36:06+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 $EOSE $TE\n\nTRUMP MOVES TO ACCELERATE GRID EXPANSION FOR DATA CENTERS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Tags FLNC, EOSE, TE as beneficiaries of Trump's grid expansion proposal accelerating baseload capacity additions for AI data centers.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $EOSE $TE\n\nTRUMP MOVES TO ACCELERATE GRID EXPANSION FOR DATA CENTERS\n\nThe Trump administration is preparing to propose an emergency auction within the PJM Interconnection that would require large technology companies to bid for long term contracts to finance new power plants. The initiative is aimed at addressing rising electricity prices and capacity shortfalls driven by the rapid expansion of AI related data centers across the PJM footprint  \n\nUnder the proposal, tech companies would commit capital to 15 year generation contracts, shifting the cost of new power supply away from consumers and utilities and toward data center operators themselves. PJM capacity auctions have recently cleared at the price cap while failing to meet surplus targets, highlighting structural supply constraints and the slow pace of traditional generation buildouts  \n\nThe plan reflects a broader policy shift toward a bring your own power model for hyperscalers, including greater federal involvement in how large data centers connect to the grid. 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{"unit_id": "orig:2012126712629174405", "ticker_idx": 1, "ts": "2026-01-16T11:36:06+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC $EOSE $TE\n\nTRUMP MOVES TO ACCELERATE GRID EXPANSION FOR DATA CENTERS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Tags FLNC, EOSE, TE as beneficiaries of Trump's grid expansion proposal accelerating baseload capacity additions for AI data centers.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $EOSE $TE\n\nTRUMP MOVES TO ACCELERATE GRID EXPANSION FOR DATA CENTERS\n\nThe Trump administration is preparing to propose an emergency auction within the PJM Interconnection that would require large technology companies to bid for long term contracts to finance new power plants. 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{"unit_id": "orig:2012126712629174405", "ticker_idx": 2, "ts": "2026-01-16T11:36:06+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC $EOSE $TE\n\nTRUMP MOVES TO ACCELERATE GRID EXPANSION FOR DATA CENTERS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Tags FLNC, EOSE, TE as beneficiaries of Trump's grid expansion proposal accelerating baseload capacity additions for AI data centers.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC $EOSE $TE\n\nTRUMP MOVES TO ACCELERATE GRID EXPANSION FOR DATA CENTERS\n\nThe Trump administration is preparing to propose an emergency auction within the PJM Interconnection that would require large technology companies to bid for long term contracts to finance new power plants. 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{"unit_id": "orig:2065190894714630240", "ticker_idx": 0, "ts": "2026-06-11T21:54:13+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNDK is my largest position it will get to $5k", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Largest position in SNDK with a $5k price target; strongly bullish.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$SNDK is my largest position it will get to $5k and I will brag about it when it does like no tomorrow you’re not ready for this", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04979039797782858, "ret_signed_m1d": -0.04979039797782858, "alpha_spy_m1d": -0.04441124188594503, "alpha_c_m1d": -0.041186513374936284, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.008603884602892298, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06452206121467752, "ret_signed_p1d": 0.06452206121467752, "alpha_spy_p1d": 0.0468880913209242, "alpha_c_p1d": 0.026697391217771704, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.03782466999690581, "ret_p1w": 0.10335337959564583, "ret_signed_p1w": 0.10335337959564583, "alpha_spy_p1w": 0.09403250093965276, "alpha_c_p1w": 0.06742262566411661, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.035930753931529225, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6363, -0.6194, -0.6101, -0.6416, -0.6452, -0.6452, -0.6577, -0.6954, -0.689, -0.7109, -0.6791, -0.6502, -0.6457, -0.6457, -0.634, -0.641, -0.6056, -0.5699, -0.5698, -0.519, -0.523, -0.5497, -0.5356, -0.5349, -0.5389, -0.5437, -0.5055, -0.5291, -0.5001, -0.4595, -0.4938, -0.4625, -0.4462, -0.4005, -0.3658, -0.2898, -0.2879, -0.3233, -0.211, -0.2184, -0.2667, -0.2691, -0.3017, -0.2891, -0.3268, -0.3014, -0.2967, -0.2211, -0.2532, -0.2532, -0.1972, -0.197, -0.1709, -0.144, -0.1104, -0.1332, -0.075, -0.1113, -0.2125, -0.1707, -0.1685, -0.1701, -0.0498, 0.0, 0.0645, 0.0058, -0.0108, 0.1034, 0.1034, 0.1483, -0.0083, -0.0331, 0.1792, 0.0559, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065184591313301609", "ticker_idx": 0, "ts": "2026-06-11T21:29:10+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "might drop a million on Intel calls tmrw", "tweet_type": "prediction", "timeline": "days", "summary": "Planning to buy Intel calls tomorrow; 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": "original", "lang": "en", "tweet_text": "might drop a million on Intel calls tmrw @bubbleboi convinced me", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.061090155165728466, "ret_signed_m1d": -0.061090155165728466, "alpha_spy_m1d": -0.05571099907384491, "alpha_c_m1d": -0.044137433388309444, "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": 0.026410860749677356, "ret_signed_p1d": 0.026410860749677356, "alpha_spy_p1d": 0.008776890855924036, "alpha_c_p1d": -0.017366080748783208, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.043776941498460564, "ret_p1w": 0.07562017999050563, "ret_signed_p1w": 0.07562017999050563, "alpha_spy_p1w": 0.06629930133451256, "alpha_c_p1w": 0.011228958790250543, "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": 5, "stated_label": "p1w", "ret_signed_stated": 0.07562017999050563, "alpha_spy_stated": 0.06629930133451256, "alpha_c_stated": 0.011228958790250543, "price_path": [-0.6463, -0.6385, -0.6293, -0.6478, -0.6467, -0.6463, -0.6213, -0.646, -0.6538, -0.6693, -0.6457, -0.6144, -0.5956, -0.5956, -0.5924, -0.5753, -0.5268, -0.5045, -0.4992, -0.4768, -0.4878, -0.4787, -0.4501, -0.4501, -0.4726, -0.4681, -0.476, -0.4639, -0.3374, -0.3177, -0.3215, -0.2394, -0.2416, -0.2003, -0.2311, -0.1318, -0.0928, -0.12, 0.0028, 0.0391, -0.0318, -0.0344, -0.0694, -0.1268, -0.1317, -0.1105, -0.045, -0.0487, -0.038, -0.038, -0.0084, -0.0225, -0.0295, -0.0794, -0.1223, -0.1336, -0.0952, -0.1027, -0.2039, -0.1148, -0.1337, -0.1407, -0.0611, 0.0, 0.0264, -0.0604, -0.0279, 0.0756, 0.0756, 0.1314, 0.0619, 0.0568, 0.0666, 0.0301, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2070026166207930417", "ticker_idx": 0, "ts": "2026-06-25T06:07:51+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "DA DAVIDSON: $2000\nRJC: Higher", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author sets own MU price target above DA Davidson's $2000, implying a higher bullish call than any analyst cited.", "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": "tl", "tweet_text": "DA DAVIDSON: $2000\nRJC: Higher\n\n$MU", "reply_text": null, "parent_text": null, "quoted_text": "$MU notes coming in...positive. Leave some for the rainy days gang.\nBOA - Memorable Beat $1,550 PT\nDAD - New Era In Memory $2,000 PT\nKeyBanc - Results Well Above $1,600 PT (from $600)\nMizuho- Solid Guide as Tight Supply Drives SCAs - Buybacks Ahead. PT to $1,375 https://t.co/u0TOXsmteC", "parent_author": null, "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2070404349155500260", "ticker_idx": 0, "ts": "2026-06-26T07:10:37+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "yeah a generational bottom bitch to buy here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses generational bottom call on BTC; buy signal 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": "reply_other", "lang": "en", "tweet_text": "@blknoiz06 yeah a generational bottom bitch to buy here", "reply_text": null, "parent_text": "generational bottom on $BTC", "quoted_text": null, "parent_author": "blknoiz06", "ret_m1d": -0.004911220273927541, "ret_signed_m1d": -0.004911220273927541, "alpha_spy_m1d": -0.012195267558152367, "alpha_c_m1d": -0.012195267558152367, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": 0.007284047284224826, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1369, 0.1343, 0.1145, 0.1152, 0.1473, 0.1987, 0.1851, 0.1958, 0.216, 0.2411, 0.236, 0.2464, 0.2522, 0.2851, 0.2642, 0.2722, 0.303, 0.3041, 0.2906, 0.2891, 0.2722, 0.2626, 0.2714, 0.3026, 0.3301, 0.3484, 0.3568, 0.3331, 0.3361, 0.3618, 0.3409, 0.3209, 0.3505, 0.3174, 0.2822, 0.2788, 0.2906, 0.292, 0.2578, 0.2876, 0.2634, 0.2387, 0.2253, 0.2225, 0.1883, 0.1114, 0.0666, 0.0631, 0.0151, 0.0512, 0.0271, 0.0239, 0.0591, 0.0588, 0.1045, 0.093, 0.0733, 0.048, 0.0587, 0.0656, 0.0442, 0.0163, -0.0049, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2069992282099503450", "ticker_idx": 0, "ts": "2026-06-25T03:53:13+00:00", "symbol": "memory", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "the amount of liquidity that is about to enter memory names now that legions of bitcoin bagholders finally press sell will be like nothing history has ever seen", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish memory stocks: expects massive inflow of liquidity from Bitcoin sellers rotating into memory names.", "resolved_tickers": ["MU", "SNDK"], "resolution_method": "basket", "resolution_reason": "US-listed memory names: Micron and SanDisk", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "the amount of liquidity that is about to enter memory names now that legions of bitcoin bagholders finally press sell will be like nothing history has ever seen\n\n---\n\nme to crypto retards https://t.co/1ObJgAFYFu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1580538232058159, "ret_signed_m1d": -0.1580538232058159, "alpha_spy_m1d": -0.15661027482475204, "alpha_c_m1d": -0.1298538140440258, "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": -0.0857781904019802, "ret_signed_p1d": -0.0857781904019802, "alpha_spy_p1d": -0.07854681678511055, "alpha_c_p1d": -0.04610035574315818, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7448, -0.7248, -0.7001, -0.6989, -0.6989, -0.6892, -0.6922, -0.6652, -0.644, -0.6443, -0.6203, -0.6059, -0.6211, -0.6147, -0.6153, -0.6197, -0.6214, -0.5895, -0.6019, -0.5834, -0.5547, -0.5776, -0.5585, -0.5521, -0.5224, -0.4936, -0.4351, -0.4234, -0.4467, -0.3578, -0.3409, -0.3732, -0.359, -0.3842, -0.4, -0.4338, -0.4159, -0.4002, -0.3558, -0.3739, -0.3739, -0.2905, -0.277, -0.268, -0.237, -0.1962, -0.1941, -0.163, -0.2128, -0.3101, -0.2573, -0.2618, -0.2807, -0.1868, -0.1716, -0.1004, -0.153, -0.1508, -0.065, -0.065, -0.014, -0.1462, -0.1581, 0.0, -0.0858, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2070231725444108613", "ticker_idx": 0, "ts": "2026-06-25T19:44:41+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "TALKING DOG DRINKING LARGE PEPSI BLOWS UP ACCOUNT TRYING TO SHORT $NVDA", "tweet_type": "sarcasm", "timeline": "years", "summary": "Sarcastic mockery of shorting NVDA; implied bullish — bears will blow up trying to short it.", "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": "@bubbleboi 2027 HEADLINE ON WSJ: TALKING DOG DRINKING LARGE PEPSI BLOWS UP ACCOUNT TRYING TO SHORT $NVDA", "reply_text": null, "parent_text": "Nvidia looking like a great short right about now. Rubin ramp looking shaky, networking revenue looking garbage, TPU ramping, more &amp; more ASIC-X coming to market with better TCO. \n\nLooks like an amazing setup.", "quoted_text": null, "parent_author": "bubbleboi", "ret_m1d": 0.016654717560788956, "ret_signed_m1d": 0.016654717560788956, "alpha_spy_m1d": 0.01809826594185282, "alpha_c_m1d": 0.044854726722579064, "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": -0.016399339040476746, "ret_signed_p1d": -0.016399339040476746, "alpha_spy_p1d": -0.009167965423607094, "alpha_c_p1d": 0.023278495618345274, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1572, -0.1101, -0.1032, -0.0948, -0.0948, -0.0935, -0.0912, -0.0709, -0.0615, -0.0374, -0.034, 0.0028, 0.0148, 0.0122, 0.0291, 0.0311, 0.02, 0.0333, 0.0187, 0.0628, 0.1053, 0.0878, 0.0678, 0.0184, 0.0127, 0.0128, 0.0027, 0.0605, 0.0793, 0.0981, 0.1198, 0.1266, 0.1524, 0.203, 0.1498, 0.1345, 0.1257, 0.1403, 0.1201, 0.0988, 0.0988, 0.0964, 0.0849, 0.0933, 0.0774, 0.1449, 0.137, 0.0958, 0.1171, 0.0478, 0.0659, 0.0636, 0.0239, 0.0466, 0.0483, 0.0854, 0.0596, 0.0455, 0.0764, 0.0764, 0.066, 0.022, 0.0167, 0.0, -0.0164, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2070289485888155979", "ticker_idx": 0, "ts": "2026-06-25T23:34:12+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this guys speak you listen trust me", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses bullish Micron note; terse but decisive buy/own stance.", "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": "this guys speak you listen trust me", "reply_text": null, "parent_text": null, "quoted_text": "Few points from our Micron note. $MU https://t.co/H5xgkIP4Aj", "parent_author": null, "ret_m1d": 0.07173713112924074, "ret_signed_m1d": 0.07173713112924074, "alpha_spy_m1d": 0.06445308384501591, "alpha_c_m1d": 0.0304199189572969, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": 0.04131721217194384, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7016, -0.6751, -0.6766, -0.6766, -0.6664, -0.6665, -0.6408, -0.6277, -0.6286, -0.6233, -0.5888, -0.5971, -0.5962, -0.5981, -0.604, -0.6031, -0.5695, -0.5746, -0.5613, -0.5367, -0.5546, -0.5421, -0.5433, -0.5212, -0.4909, -0.4346, -0.4113, -0.4289, -0.3405, -0.2976, -0.323, -0.2903, -0.3147, -0.36, -0.3981, -0.3829, -0.3536, -0.327, -0.3368, -0.3368, -0.2088, -0.1801, -0.1844, -0.1425, -0.0855, -0.0603, -0.0466, -0.1204, -0.237, -0.1617, -0.1735, -0.2123, -0.1205, -0.1331, -0.0392, -0.0985, -0.0787, 0.0015, 0.0015, 0.0698, -0.0711, -0.074, 0.0717, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}