{"unit_id": "quote:1895498211755950293", "ticker_idx": 0, "ts": "2025-02-28T15:36:04+00:00", "symbol": "inference chips", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "this is going to lead to way more money being spent on inference chips rather than training", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on inference chips: if training efficiency plateaus, compute spend shifts to inference at a 1:4 ratio vs training.", "resolved_tickers": ["NVDA", "AMD", "INTC", "QCOM", "MRVL"], "resolution_method": "basket", "resolution_reason": "Inference chip leaders: Nvidia, AMD, Intel, Qualcomm, Marvell", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Wow if true this is going to lead to way more money being spent on inference chips rather than training. \n\nTraining/inference compute might become 1:4 ratio.", "reply_text": null, "parent_text": null, "quoted_text": "ChatGPT 4.5 is so underwhelming, it made NVDIA and the whole AI landscape tank.\n\nTurns out ten times the GPUs only makes the model 5% better at this point. It barely makes a difference and just burns energy & money like crazy.\n\nOpenAI's brand value is the only moat they have https://t.co/jBCUILQetw", "parent_author": null, "ret_m1d": -0.02628879783206104, "ret_signed_m1d": -0.02628879783206104, "alpha_spy_m1d": -0.01092320106752185, "alpha_c_m1d": -0.009190321061231944, "bench_spy_m1d": -0.015365596764539191, "bench_c_m1d": -0.017098476770829096, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.046560256323382634, "ret_signed_p1d": -0.046560256323382634, "alpha_spy_p1d": -0.029040381306835575, "alpha_c_p1d": -0.0046304710431639, "bench_spy_p1d": -0.01751987501654706, "bench_c_p1d": -0.041929785280218734, "ret_p1w": -0.08416050636265467, "ret_signed_p1w": -0.08416050636265467, "alpha_spy_p1w": -0.053429208353327276, "alpha_c_p1w": -0.05116657803981124, "bench_spy_p1w": -0.03073129800932739, "bench_c_p1w": -0.032993928322843424, "ret_p1m": -0.09865957988197145, "ret_signed_p1m": -0.09865957988197145, "alpha_spy_p1m": -0.04294047210568415, "alpha_c_p1m": -0.007152924775394046, "bench_spy_p1m": -0.0557191077762873, "bench_c_p1m": -0.0915066551065774, "ret_p3m": -0.05674515784093685, "ret_signed_p3m": -0.05674515784093685, "alpha_spy_p3m": -0.048865466429620794, "alpha_c_p3m": -0.09794464533049378, "bench_spy_p3m": -0.007879691411316059, "bench_c_p3m": 0.04119948748955693, "ret_p6m": 0.18254540346590506, "ret_signed_p6m": 0.18254540346590506, "alpha_spy_p6m": 0.09481490567080406, "alpha_c_p6m": -0.08016038733001499, "bench_spy_p6m": 0.087730497795101, "bench_c_p6m": 0.26270579079592005, "ret_p1y": 0.45039695273991265, "ret_signed_p1y": 0.45039695273991265, "alpha_spy_p1y": 0.28767042780627594, "alpha_c_p1y": -0.30574868465796257, "bench_spy_p1y": 0.1627265249336367, "bench_c_p1y": 0.7561456373978752, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09865957988197145, "alpha_spy_stated": -0.04294047210568415, "alpha_c_stated": -0.007152924775394046, "price_path": [0.1129, 0.1698, 0.1416, 0.132, 0.0973, 0.0733, 0.0991, 0.0953, 0.1052, 0.1132, 0.0767, 0.0362, 0.0369, 0.0571, 0.0924, 0.1046, 0.1046, 0.1004, 0.0886, 0.0722, 0.0618, 0.0618, 0.0762, 0.1138, 0.1287, 0.1053, 0.0957, 0.0957, 0.0602, 0.0609, 0.0592, 0.0865, 0.0784, 0.126, 0.126, 0.1363, 0.1569, 0.1604, 0.1391, 0.0273, 0.0466, 0.0506, 0.0654, 0.0541, 0.043, 0.051, 0.0673, 0.0652, 0.039, 0.0655, 0.0684, 0.0695, 0.0884, 0.0989, 0.0989, 0.1376, 0.1342, 0.1307, 0.0835, 0.0479, 0.0124, 0.0312, -0.0263, 0.0, -0.0466, -0.0438, -0.0352, -0.093, -0.0842, -0.1259, -0.1232, -0.0909, -0.0745, -0.0502, -0.0272, -0.0407, -0.0413, -0.0381, -0.0399, -0.0102, -0.0119, -0.0517, -0.0655, -0.0957, -0.0987, -0.0996, -0.0969, -0.1605, -0.2392, -0.2342, -0.2679, -0.125, -0.1955, -0.1744, -0.1703, -0.1686, -0.2069, -0.2151, -0.2151, -0.2328, -0.2166, -0.184, -0.1459, -0.1412, -0.1431, -0.1457, -0.144, -0.1534, -0.1302, -0.1319, -0.1401, -0.133, -0.1201, -0.1109, -0.0643, -0.0402, -0.0267, -0.0348, -0.0318, -0.0399, -0.0475, -0.0655, -0.069, -0.0815, -0.0815, -0.0511, -0.0567, -0.0513, -0.0801, -0.0624, -0.0414, -0.0293, -0.0437, -0.0302, -0.0044, 0.0183, -0.0003, 0.0007, -0.0246, 0.0151, 0.0121, 0.0292, 0.0292, 0.0199, 0.0204, 0.0685, 0.0877, 0.1036, 0.1042, 0.0997, 0.0821, 0.0845, 0.0936, 0.0936, 0.0683, 0.0932, 0.0982, 0.117, 0.1162, 0.1088, 0.1348, 0.1392, 0.144, 0.1473, 0.149, 0.1337, 0.1549, 0.1597, 0.1515, 0.1781, 0.1837, 0.2011, 0.1691, 0.138, 0.1635, 0.1608, 0.1381, 0.1547, 0.1654, 0.1697, 0.1952, 0.2221, 0.2309, 0.2209, 0.2156, 0.1865, 0.1656, 0.1599, 0.1927, 0.1825]}
{"unit_id": "quote:1894210306710057292", "ticker_idx": 0, "ts": "2025-02-25T02:18:24+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy as much intel as you can, go into debt if you have to", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish INTC; dismisses EU retaliation fears as overblown and urges aggressive buying.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Don’t listen to him, this is fear. Buy as much intel as you can, go into debt if you have to.", "reply_text": null, "parent_text": null, "quoted_text": "Calling it now, the EU will cut America off access to ASML, zeiss euv mirrors, and nanotesting for chips manufacturing in retaliation to trump being a traitor.", "parent_author": null, "ret_m1d": 0.05567641145666924, "ret_signed_m1d": 0.05567641145666924, "alpha_spy_m1d": 0.050678477344653805, "alpha_c_m1d": 0.0339765232807665, "bench_spy_m1d": 0.004997934112015434, "bench_c_m1d": 0.021699888175902737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023053531619053658, "ret_signed_p1d": 0.023053531619053658, "alpha_spy_p1d": 0.02254894304939503, "alpha_c_p1d": -0.00032532413120156534, "bench_spy_p1d": 0.0005045885696586261, "bench_c_p1d": 0.023378855750255223, "ret_p1w": -0.07220530073678078, "ret_signed_p1w": -0.07220530073678078, "alpha_spy_p1w": -0.042957863769869986, "alpha_c_p1w": -0.017556814255315745, "bench_spy_p1w": -0.02924743696691079, "bench_c_p1w": -0.05464848648146503, "ret_p1m": 0.0187037977145168, "ret_signed_p1m": 0.0187037977145168, "alpha_spy_p1m": 0.05898981481306986, "alpha_c_p1m": 0.08686747848633569, "bench_spy_p1m": -0.04028601709855306, "bench_c_p1m": -0.06816368077181889, "ret_p3m": -0.12788171219345013, "ret_signed_p3m": -0.12788171219345013, "alpha_spy_p3m": -0.1053520937324035, "alpha_c_p3m": -0.12448195383012417, "bench_spy_p3m": -0.02252961846104662, "bench_c_p3m": -0.0033997583633259554, "ret_p6m": 0.023923494992815764, "ret_signed_p6m": 0.023923494992815764, "alpha_spy_p6m": -0.056316116672477934, "alpha_c_p6m": -0.18892017651236648, "bench_spy_p6m": 0.0802396116652937, "bench_c_p6m": 0.21284367150518224, "ret_p1y": 1.0217485865584104, "ret_signed_p1y": 1.0217485865584104, "alpha_spy_p1y": 0.8618296341386051, "alpha_c_p1y": 0.31189068141191933, "bench_spy_p1y": 0.15991895241980525, "bench_c_p1y": 0.709857905146491, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0187037977145168, "alpha_spy_stated": 0.05898981481306986, "alpha_c_stated": 0.08686747848633569, "price_path": [0.0287, 0.0461, 0.0409, -0.0226, -0.0448, -0.0953, -0.09, -0.0948, -0.1231, -0.1248, -0.0961, -0.1153, -0.094, -0.1109, -0.1605, -0.1709, -0.1509, -0.1214, -0.1127, -0.1127, -0.1109, -0.117, -0.1379, -0.1279, -0.1279, -0.1205, -0.1057, -0.1357, -0.1296, -0.1353, -0.1353, -0.167, -0.1649, -0.1649, -0.1422, -0.1444, -0.0652, -0.0652, -0.0531, -0.0492, -0.0618, -0.094, -0.1174, -0.1388, -0.1409, -0.1296, -0.1548, -0.157, -0.1609, -0.1453, -0.157, -0.1692, -0.1401, -0.0879, -0.0222, 0.0496, 0.0265, 0.0265, 0.1914, 0.1187, 0.1348, 0.0818, 0.0557, 0.0, 0.0231, 0.0043, 0.0322, -0.0109, -0.0722, -0.0948, -0.0974, -0.1022, -0.1331, -0.1396, -0.1005, 0.0309, 0.0461, 0.1174, 0.1274, 0.0492, 0.0422, 0.0552, 0.0535, 0.0526, 0.0187, 0.0274, -0.0122, -0.0122, -0.0409, -0.0439, -0.0244, -0.1366, -0.1488, -0.2114, -0.0635, -0.1353, -0.1414, -0.1166, -0.1366, -0.1635, -0.1766, -0.1766, -0.1805, -0.1514, -0.1044, -0.0652, -0.1279, -0.1079, -0.1153, -0.1257, -0.1309, -0.1031, -0.1183, -0.1327, -0.1166, -0.0866, -0.0683, -0.0352, -0.0187, -0.0639, -0.0626, -0.0579, -0.07, -0.0748, -0.1, -0.1061, -0.1279, -0.1279, -0.1061, -0.114, -0.1192, -0.1496, -0.1414, -0.1174, -0.1192, -0.1305, -0.1274, -0.1092, -0.0396, -0.1005, -0.0966, -0.124, -0.0979, -0.0953, -0.0652, -0.0652, -0.0831, -0.0783, -0.0191, -0.0344, -0.0213, -0.013, -0.0257, -0.0061, -0.0483, -0.0217, -0.0217, -0.0431, 0.0261, 0.0196, 0.0361, 0.0191, 0.0135, -0.003, -0.013, -0.0083, 0.0048, 0.0117, 0.0109, 0.0217, -0.0157, -0.0996, -0.1005, -0.1122, -0.1153, -0.1388, -0.1601, -0.1518, -0.1218, -0.1122, -0.1401, -0.1322, -0.1018, -0.0513, -0.0335, 0.0378, 0.0683, 0.0291, 0.1009, 0.0239]}
{"unit_id": "orig:1883950900106125514", "ticker_idx": 0, "ts": "2025-01-27T18:51:11+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you buy META right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy META now.", "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": "Also you buy META right now.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018776202446130208, "ret_signed_m1d": -0.018776202446130208, "alpha_spy_m1d": -0.03312452222815754, "alpha_c_m1d": -0.013624101577922376, "bench_spy_m1d": 0.01434831978202733, "bench_c_m1d": -0.005152100868207832, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021897885530045125, "ret_signed_p1d": 0.021897885530045125, "alpha_spy_p1d": 0.013305362171947888, "alpha_c_p1d": 0.01704298277315952, "bench_spy_p1d": 0.008592523358097237, "bench_c_p1d": 0.004854902756885604, "ret_p1w": 0.05694970924306908, "ret_signed_p1w": 0.05694970924306908, "alpha_spy_p1w": 0.059619058101961775, "alpha_c_p1w": 0.04040357762432212, "bench_spy_p1w": -0.002669348858892695, "bench_c_p1w": 0.016546131618746962, "ret_p1m": -0.003606796948104951, "ret_signed_p1m": -0.003606796948104951, "alpha_spy_p1m": 0.004952064358962449, "alpha_c_p1m": -0.0111367905247165, "bench_spy_p1m": -0.0085588613070674, "bench_c_p1m": 0.007529993576611549, "ret_p3m": -0.19133126900451458, "ret_signed_p3m": -0.19133126900451458, "alpha_spy_p3m": -0.10618285198576871, "alpha_c_p3m": -0.12314061680087374, "bench_spy_p3m": -0.08514841701874587, "bench_c_p3m": -0.06819065220364084, "ret_p6m": 0.0698607651637122, "ret_signed_p6m": 0.0698607651637122, "alpha_spy_p6m": 0.014391816023549664, "alpha_c_p6m": -0.0045648910211675275, "bench_spy_p6m": 0.05546894914016254, "bench_c_p6m": 0.07442565618487973, "ret_p1y": -0.06428302466774716, "ret_signed_p1y": -0.06428302466774716, "alpha_spy_p1y": -0.22961827953452885, "alpha_c_p1y": -0.23399561285466863, "bench_spy_p1y": 0.1653352548667817, "bench_c_p1y": 0.16971258818692148, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.003606796948104951, "alpha_spy_stated": 0.004952064358962449, "alpha_c_stated": -0.0111367905247165, "price_path": [-0.1039, -0.1406, -0.1412, -0.151, -0.1332, -0.1338, -0.104, -0.1076, -0.117, -0.1145, -0.1218, -0.1261, -0.161, -0.1605, -0.1504, -0.1437, -0.1474, -0.1533, -0.1443, -0.1315, -0.1381, -0.1381, -0.1304, -0.1023, -0.0708, -0.0706, -0.078, -0.0555, -0.0709, -0.0622, -0.042, -0.0449, -0.0607, -0.054, -0.0613, -0.095, -0.0975, -0.1131, -0.091, -0.079, -0.079, -0.0857, -0.091, -0.104, -0.1127, -0.1127, -0.0919, -0.0837, -0.045, -0.0636, -0.0745, -0.0745, -0.0667, -0.0781, -0.0995, -0.0648, -0.0736, -0.0714, -0.0714, -0.0658, -0.0551, -0.0355, -0.0188, 0.0, 0.0219, 0.0252, 0.0411, 0.0444, 0.0569, 0.0671, 0.0682, 0.079, 0.0828, 0.0872, 0.0908, 0.0993, 0.1041, 0.1164, 0.1164, 0.0856, 0.0665, 0.053, 0.0359, 0.0125, -0.0036, 0.0209, -0.0025, 0.0126, -0.0073, -0.0301, -0.0052, -0.0484, -0.0519, -0.0938, -0.0821, -0.0611, -0.1049, -0.0784, -0.0825, -0.1167, -0.1141, -0.1112, -0.0956, -0.0613, -0.05, -0.0733, -0.086, -0.1252, -0.1258, -0.1112, -0.1143, -0.1937, -0.2344, -0.217, -0.2258, -0.1115, -0.1714, -0.1755, -0.1939, -0.209, -0.2381, -0.2394, -0.2394, -0.2649, -0.2412, -0.2109, -0.1913, -0.1699, -0.1662, -0.159, -0.1673, -0.1321, -0.0945, -0.091, -0.1092, -0.0948, -0.093, -0.1013, -0.0301, -0.0049, 0.0001, -0.0234, -0.0287, -0.0286, -0.0337, -0.0361, -0.0345, -0.0489, -0.0489, -0.0257, -0.0238, -0.0216, -0.0179, 0.0176, 0.0115, 0.0435, 0.0384, 0.0583, 0.0527, 0.0654, 0.0529, 0.0517, 0.0358, 0.0658, 0.0584, 0.0561, 0.0561, 0.0358, 0.0603, 0.0811, 0.0757, 0.1022, 0.1136, 0.1204, 0.0917, 0.0832, 0.0914, 0.0914, 0.0904, 0.0939, 0.1123, 0.1039, 0.0891, 0.0943, 0.0783, 0.067, 0.0647, 0.0691, 0.0822, 0.0699]}
{"unit_id": "quote:1902154679250829673", "ticker_idx": 0, "ts": "2025-03-19T00:26:30+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "im not bullish on AI ASICS for this reason either", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish on AI ASICs (Broadcom's main AI chip growth thesis), endorsing Jensen's skepticism that custom ASICs rarely beat best-in-class GPUs at volume.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Nah he really cooked them im not bullish on AI ASICS for this reason either. Google or Meta is going to them like hey I need to do XYZ and they throw a systolic array at it and call it a day.", "reply_text": null, "parent_text": null, "quoted_text": "Following his keynote, I asked Jensen about Broadcom’s prediction that it will gain AI chip share. Jensen replied: \"A lot of ASICs get canceled\" \"The ASIC still has to be better than the best. How do they know it's going to be the best, so that it will be deployed in volume?\" https://t.co/N3uhdfk79e", "parent_author": null, "ret_m1d": -0.03528140703676419, "ret_signed_m1d": 0.03528140703676419, "alpha_spy_m1d": 0.024507785431899354, "alpha_c_m1d": 0.026530698967902167, "bench_spy_m1d": -0.010773621604864836, "bench_c_m1d": -0.008750708068862023, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022771565447242015, "ret_signed_p1d": 0.022771565447242015, "alpha_spy_p1d": 0.019879647896502095, "alpha_c_p1d": 0.021188506546681807, "bench_spy_p1d": -0.0028919175507399197, "bench_c_p1d": -0.001583058900560208, "ret_p1w": -0.0805723150990133, "ret_signed_p1w": 0.0805723150990133, "alpha_spy_p1w": 0.0861626186425345, "alpha_c_p1w": 0.05682663351138828, "bench_spy_p1w": 0.005590303543521191, "bench_c_p1w": -0.023745681587625023, "ret_p1m": -0.12303820101274732, "ret_signed_p1m": 0.12303820101274732, "alpha_spy_p1m": 0.05403018926599479, "alpha_c_p1m": -0.030341158591466466, "bench_spy_p1m": -0.06900801174675253, "bench_c_p1m": -0.15337935960421378, "ret_p3m": 0.29295318485057376, "ret_signed_p3m": -0.29295318485057376, "alpha_spy_p3m": -0.22707243728895654, "alpha_c_p3m": -0.1347806971219725, "bench_spy_p3m": 0.06588074756161721, "bench_c_p3m": 0.15817248772860126, "ret_p6m": 0.8487870389071102, "ret_signed_p6m": -0.8487870389071102, "alpha_spy_p6m": -0.6822850966405951, "alpha_c_p6m": -0.5123023504251021, "bench_spy_p6m": 0.16650194226651505, "bench_c_p6m": 0.3364846884820081, "ret_p1y": 0.7050996738486961, "ret_signed_p1y": -0.7050996738486961, "alpha_spy_p1y": -0.5055938142100855, "alpha_c_p1y": -0.026439361673788575, "bench_spy_p1y": 0.19950585963861056, "bench_c_p1y": 0.6786603121749075, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12303820101274732, "alpha_spy_stated": 0.05403018926599479, "alpha_c_stated": -0.030341158591466466, "price_path": [0.1259, 0.1881, 0.2255, 0.2255, 0.2546, 0.2361, 0.2046, 0.1855, 0.1855, 0.1862, 0.1891, 0.2088, 0.1691, 0.1725, 0.1725, 0.147, 0.152, 0.1489, 0.1658, 0.173, 0.2141, 0.2141, 0.2288, 0.2318, 0.2286, 0.2512, 0.0335, 0.0603, 0.0551, 0.1027, 0.1314, 0.1133, 0.1373, 0.1863, 0.183, 0.1498, 0.2018, 0.2018, 0.2085, 0.2057, 0.1916, 0.1916, 0.1685, 0.1696, 0.1594, 0.1181, 0.0632, 0.0356, 0.0888, 0.0114, 0.0197, -0.0419, -0.0414, -0.0204, -0.0824, -0.0031, -0.0569, -0.028, -0.0069, -0.0215, -0.0002, -0.0055, -0.0353, 0.0, -0.0228, -0.017, -0.0191, -0.0345, -0.0806, -0.1179, -0.1326, -0.1413, -0.1357, -0.1174, -0.2101, -0.2497, -0.2095, -0.1998, -0.0504, -0.1163, -0.0669, -0.0852, -0.0822, -0.1045, -0.123, -0.123, -0.1476, -0.1303, -0.0927, -0.035, -0.0137, -0.0129, -0.0195, -0.0129, 0.0121, 0.0444, 0.0294, 0.0262, 0.0504, 0.0656, 0.0678, 0.1364, 0.192, 0.1905, 0.1931, 0.1725, 0.1828, 0.1882, 0.1782, 0.1823, 0.173, 0.173, 0.2086, 0.228, 0.241, 0.2415, 0.2756, 0.3173, 0.339, 0.3331, 0.2664, 0.2528, 0.2546, 0.2971, 0.3133, 0.2755, 0.293, 0.279, 0.2886, 0.2886, 0.2851, 0.3046, 0.356, 0.3605, 0.3889, 0.3847, 0.4171, 0.361, 0.3875, 0.4146, 0.4146, 0.4095, 0.3973, 0.4286, 0.4158, 0.4105, 0.4168, 0.4443, 0.4436, 0.4726, 0.4566, 0.4816, 0.4322, 0.4584, 0.4842, 0.4918, 0.5129, 0.529, 0.5557, 0.5099, 0.4838, 0.5305, 0.5059, 0.5508, 0.5616, 0.5678, 0.5623, 0.6082, 0.589, 0.6, 0.5748, 0.5719, 0.5161, 0.4968, 0.4888, 0.5114, 0.5126, 0.532, 0.5435, 0.5867, 0.5288, 0.5288, 0.5332, 0.5545, 0.5736, 0.7216, 0.7769, 0.7308, 0.8999, 0.8488]}
{"unit_id": "orig:1881111637001912652", "ticker_idx": 0, "ts": "2025-01-19T22:48:58+00:00", "symbol": "MELANIA-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorting $MELANIA token", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short MELANIA token; dismisses economic rationale behind it.", "resolved_tickers": ["MELANIA-USD"], "resolution_method": "exchange_ticker", "resolution_reason": "MELANIA meme token, pass-through crypto ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Shorting $MELANIA token, no good economic sense coming from a Slovenian im sorry.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.8853570221321906, "ret_signed_m1d": 0.8853570221321906, "alpha_spy_m1d": 0.8762864659038422, "alpha_c_m1d": 0.8762864659038422, "bench_spy_m1d": -0.009070556228348403, "bench_c_m1d": -0.009070556228348403, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.6064966542891155, "ret_signed_p1d": 0.6064966542891155, "alpha_spy_p1d": 0.6121180890989191, "alpha_c_p1d": 0.6121180890989191, "bench_spy_p1d": 0.005621434809803594, "bench_c_p1d": 0.005621434809803594, "ret_p1w": -0.6326939689231506, "ret_signed_p1w": 0.6326939689231506, "alpha_spy_p1w": 0.6351316706151708, "alpha_c_p1w": 0.6351316706151708, "bench_spy_p1w": 0.0024377016920202887, "bench_c_p1w": 0.0024377016920202887, "ret_p1m": -0.8968756857034885, "ret_signed_p1m": 0.8968756857034885, "alpha_spy_p1m": 0.9132589352339633, "alpha_c_p1m": 0.9132589352339633, "bench_spy_p1m": 0.016383249530474764, "bench_c_p1m": 0.016383249530474764, "ret_p3m": -0.9495251506308804, "ret_signed_p3m": 0.9495251506308804, "alpha_spy_p3m": 0.825063699465416, "alpha_c_p3m": 0.825063699465416, "bench_spy_p3m": -0.12446145116546437, "bench_c_p3m": -0.12446145116546437, "ret_p6m": -0.934098977942238, "ret_signed_p6m": 0.934098977942238, "alpha_spy_p6m": 0.9753868297464461, "alpha_c_p6m": 0.9753868297464461, "bench_spy_p6m": 0.04128785180420813, "bench_c_p6m": 0.04128785180420813, "ret_p1y": -0.9677035713826865, "ret_signed_p1y": 0.9677035713826865, "alpha_spy_p1y": 1.1245015266780376, "alpha_c_p1y": 1.1245015266780376, "bench_spy_p1y": 0.15679795529535112, "bench_c_p1y": 0.15679795529535112, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8968756857034885, "alpha_spy_stated": 0.9132589352339633, "alpha_c_stated": 0.9132589352339633, "price_path": [-0.8693, -0.8689, -0.8798, -0.8585, -0.8388, -0.8714, -0.9038, -0.8835, -0.9038, -0.9096, -0.9155, -0.9297, -0.9424, -0.9153, -0.9316, -0.9269, -0.9046, -0.9293, -0.9386, -0.9323, -0.9307, -0.9234, -0.9294, -0.9431, -0.9452, -0.9422, -0.9367, -0.9378, -0.9456, -0.9456, -0.9456, -0.9464, -0.9473, -0.9536, -0.9578, -0.9578, -0.9562, -0.9562, -0.9528, -0.9425, -0.9481, -0.9554, -0.9594, -0.9611, -0.9598, -0.9599, -0.9599, -0.962, -0.9626, -0.9627, -0.9674, -0.9622, -0.9625, -0.8917, -0.9179, -0.922, -0.9294, -0.9306, -0.9369, -0.9357, -0.9347, -0.9339, -0.8854, 0.0, -0.6065, -0.5392, -0.66, -0.7185, -0.6327, -0.6772, -0.6757, -0.6897, -0.6847, -0.7417, -0.7551, -0.7836, -0.8045, -0.8274, -0.8667, -0.8755, -0.871, -0.881, -0.8767, -0.8848, -0.8969, -0.8854, -0.8813, -0.8864, -0.8804, -0.883, -0.8959, -0.8987, -0.8996, -0.9049, -0.9047, -0.9018, -0.9063, -0.9087, -0.9135, -0.9139, -0.9179, -0.9202, -0.9167, -0.9188, -0.9194, -0.9145, -0.915, -0.917, -0.9164, -0.9167, -0.9202, -0.9224, -0.9274, -0.9302, -0.9285, -0.9332, -0.9346, -0.9348, -0.9435, -0.9474, -0.9474, -0.9495, -0.9305, -0.9468, -0.9501, -0.9498, -0.9495, -0.9499, -0.95, -0.94, -0.9295, -0.9325, -0.9293, -0.9322, -0.9329, -0.9329, -0.9298, -0.9292, -0.9444, -0.941, -0.9456, -0.9168, -0.9118, -0.9038, -0.9005, -0.9027, -0.9049, -0.9106, -0.9181, -0.9181, -0.9182, -0.9091, -0.9151, -0.9175, -0.9088, -0.9079, -0.9108, -0.9141, -0.9034, -0.9056, -0.9047, -0.9079, -0.9108, -0.8967, -0.8869, -0.8854, -0.8934, -0.8983, -0.8983, -0.8999, -0.9003, -0.9016, -0.9092, -0.9151, -0.9099, -0.9099, -0.9099, -0.9443, -0.929, -0.9342, -0.934, -0.934, -0.9307, -0.9379, -0.9381, -0.9351, -0.9304, -0.9292, -0.9347, -0.9341]}
{"unit_id": "reply:1896636248237674893", "ticker_idx": 0, "ts": "2025-03-03T18:58:14+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short Nvidia", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Pair trade: short NVDA, long INTC at 3:1 ratio weighted by volatility.", "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": "@Blakesmusings Yeah short Nvidia long Intel, but it’s weighed by volatility. So I’m like 3:1 Intel vs Nvidia.", "reply_text": null, "parent_text": "@bubbleboi You have a pairs trade going?", "quoted_text": null, "parent_author": "quantszn", "ret_m1d": 0.09521310507251002, "ret_signed_m1d": -0.09521310507251002, "alpha_spy_m1d": -0.07738081048350542, "alpha_c_m1d": -0.05144826963977245, "bench_spy_m1d": 0.017832294589004594, "bench_c_m1d": 0.04376483543273757, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01692093873052891, "ret_signed_p1d": -0.01692093873052891, "alpha_spy_p1d": -0.028757700379195672, "alpha_c_p1d": -0.0069662707065385465, "bench_spy_p1d": -0.01183676164866676, "bench_c_p1d": 0.009954668023990365, "ret_p1w": -0.0620725376591571, "ret_signed_p1w": 0.0620725376591571, "alpha_spy_p1w": 0.02234807758838131, "alpha_c_p1w": 0.024047295391701695, "bench_spy_p1w": -0.03972446007077579, "bench_c_p1w": -0.038025242267455406, "ret_p1m": -0.03419136017372182, "ret_signed_p1m": 0.03419136017372182, "alpha_spy_p1m": -0.001974425314044903, "alpha_c_p1m": -0.012981403742552411, "bench_spy_p1m": -0.03616578548776672, "bench_c_p1m": -0.04717276391627423, "ret_p3m": 0.22043489797576687, "ret_signed_p3m": -0.22043489797576687, "alpha_spy_p3m": -0.20663663284026046, "alpha_c_p3m": -0.1259548457473565, "bench_spy_p3m": 0.013798265135506416, "bench_c_p3m": 0.09448005222841038, "ret_p6m": 0.5938922453088629, "ret_signed_p6m": -0.5938922453088629, "alpha_spy_p6m": -0.4821294029377077, "alpha_c_p6m": -0.26323443748547315, "bench_spy_p6m": 0.11176284237115519, "bench_c_p6m": 0.3306578078233897, "ret_p1y": 0.6485306553011878, "ret_signed_p1y": -0.6485306553011878, "alpha_spy_p1y": -0.45910812001353274, "alpha_c_p1y": 0.20714251301189268, "bench_spy_p1y": 0.18942253528765507, "bench_c_p1y": 0.8556731683130805, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03419136017372182, "alpha_spy_stated": -0.001974425314044903, "alpha_c_stated": -0.012981403742552411, "price_path": [0.2724, 0.2718, 0.2488, 0.217, 0.1842, 0.2214, 0.2041, 0.177, 0.1573, 0.1432, 0.1302, 0.1457, 0.181, 0.2245, 0.2294, 0.2294, 0.2268, 0.2012, 0.2054, 0.1774, 0.1774, 0.2126, 0.2666, 0.3101, 0.2287, 0.2284, 0.2284, 0.1916, 0.1681, 0.1552, 0.1945, 0.1711, 0.2073, 0.2073, 0.2347, 0.2894, 0.2907, 0.2504, 0.0382, 0.1309, 0.0845, 0.0928, 0.0527, 0.0228, 0.0402, 0.0944, 0.1282, 0.1383, 0.1711, 0.1643, 0.1497, 0.1861, 0.2173, 0.2173, 0.2222, 0.2207, 0.2284, 0.1786, 0.1422, 0.1102, 0.151, 0.0534, 0.0952, 0.0, 0.0169, 0.0284, -0.0306, -0.012, -0.0621, -0.0465, 0.0148, 0.0134, 0.0668, 0.0481, 0.0121, 0.0304, 0.0393, 0.032, 0.0645, 0.0582, -0.0025, -0.023, -0.0384, -0.0497, -0.0342, -0.0318, -0.1074, -0.1731, -0.1439, -0.1556, 0.0025, -0.0568, -0.0274, -0.0293, -0.0162, -0.0838, -0.1101, -0.1101, -0.1503, -0.1329, -0.0994, -0.0668, -0.0267, -0.0466, -0.0441, -0.045, -0.0214, 0.004, -0.002, -0.0045, 0.0264, 0.0291, 0.0228, 0.0785, 0.1392, 0.1867, 0.1822, 0.1872, 0.1887, 0.1783, 0.1556, 0.1647, 0.1512, 0.1512, 0.1881, 0.182, 0.2204, 0.1848, 0.2046, 0.2382, 0.2444, 0.2274, 0.2426, 0.2506, 0.2623, 0.2524, 0.2715, 0.2449, 0.2687, 0.2637, 0.2757, 0.2757, 0.2614, 0.2642, 0.2969, 0.3531, 0.3593, 0.3833, 0.3854, 0.3442, 0.3789, 0.3972, 0.3972, 0.3876, 0.403, 0.4283, 0.4389, 0.4461, 0.4387, 0.4968, 0.5027, 0.517, 0.5118, 0.5028, 0.4646, 0.4975, 0.5235, 0.5214, 0.5499, 0.539, 0.572, 0.5597, 0.5233, 0.5784, 0.5631, 0.5733, 0.5851, 0.602, 0.5964, 0.6061, 0.5923, 0.5961, 0.5823, 0.596, 0.5401, 0.538, 0.5344, 0.5607, 0.5767, 0.5939]}
{"unit_id": "reply:1896636248237674893", "ticker_idx": 1, "ts": "2025-03-03T18:58:14+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long Intel", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Pair trade: short NVDA, long INTC at 3:1 ratio weighted by volatility.", "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": "@Blakesmusings Yeah short Nvidia long Intel, but it’s weighed by volatility. So I’m like 3:1 Intel vs Nvidia.", "reply_text": null, "parent_text": "@bubbleboi You have a pairs trade going?", "quoted_text": null, "parent_author": "quantszn", "ret_m1d": 0.04353561042579912, "ret_signed_m1d": 0.04353561042579912, "alpha_spy_m1d": 0.025703315836794527, "alpha_c_m1d": -0.00022922500693844938, "bench_spy_m1d": 0.017832294589004594, "bench_c_m1d": 0.04376483543273757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.062005270958838565, "ret_signed_p1d": -0.062005270958838565, "alpha_spy_p1d": -0.050168509310171805, "alpha_c_p1d": -0.07195993898282893, "bench_spy_p1d": -0.01183676164866676, "bench_c_p1d": 0.009954668023990365, "ret_p1w": -0.1235707781101798, "ret_signed_p1w": -0.1235707781101798, "alpha_spy_p1w": -0.08384631803940401, "alpha_c_p1w": -0.0855455358427244, "bench_spy_p1w": -0.03972446007077579, "bench_c_p1w": -0.038025242267455406, "ret_p1m": -0.030343031706358214, "ret_signed_p1m": -0.030343031706358214, "alpha_spy_p1m": 0.005822753781408507, "alpha_c_p1m": 0.016829732209916015, "bench_spy_p1m": -0.03616578548776672, "bench_c_p1m": -0.04717276391627423, "ret_p3m": -0.10949867177574413, "ret_signed_p3m": -0.10949867177574413, "alpha_spy_p3m": -0.12329693691125054, "alpha_c_p3m": -0.2039787240041545, "bench_spy_p3m": 0.013798265135506416, "bench_c_p3m": 0.09448005222841038, "ret_p6m": 0.07080037935604588, "ret_signed_p6m": 0.07080037935604588, "alpha_spy_p6m": -0.04096246301510931, "alpha_c_p6m": -0.25985742846734383, "bench_spy_p6m": 0.11176284237115519, "bench_c_p6m": 0.3306578078233897, "ret_p1y": 0.9991204723850053, "ret_signed_p1y": 0.9991204723850053, "alpha_spy_p1y": 0.8096979370973503, "alpha_c_p1y": 0.14344730407192485, "bench_spy_p1y": 0.18942253528765507, "bench_c_p1y": 0.8556731683130805, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030343031706358214, "alpha_spy_stated": 0.005822753781408507, "alpha_c_stated": 0.016829732209916015, "price_path": [-0.0343, -0.0853, -0.08, -0.0849, -0.1135, -0.1152, -0.0862, -0.1055, -0.084, -0.1011, -0.1513, -0.1618, -0.1416, -0.1117, -0.1029, -0.1029, -0.1011, -0.1073, -0.1284, -0.1183, -0.1183, -0.1108, -0.0959, -0.1262, -0.1201, -0.1258, -0.1258, -0.1579, -0.1557, -0.1557, -0.1328, -0.135, -0.055, -0.055, -0.0427, -0.0387, -0.0515, -0.084, -0.1077, -0.1293, -0.1315, -0.1201, -0.1456, -0.1478, -0.1517, -0.1359, -0.1478, -0.1601, -0.1306, -0.0778, -0.0114, 0.0611, 0.0378, 0.0378, 0.2045, 0.131, 0.1473, 0.0937, 0.0673, 0.011, 0.0343, 0.0154, 0.0435, 0.0, -0.062, -0.0849, -0.0875, -0.0923, -0.1236, -0.1302, -0.0906, 0.0422, 0.0576, 0.1297, 0.1398, 0.0607, 0.0536, 0.0668, 0.0651, 0.0642, 0.0299, 0.0387, -0.0013, -0.0013, -0.0303, -0.0334, -0.0136, -0.1271, -0.1394, -0.2027, -0.0532, -0.1258, -0.1319, -0.1069, -0.1271, -0.1544, -0.1675, -0.1675, -0.1715, -0.142, -0.0945, -0.055, -0.1183, -0.0981, -0.1055, -0.1161, -0.1214, -0.0932, -0.1086, -0.1231, -0.1069, -0.0765, -0.058, -0.0246, -0.0079, -0.0536, -0.0523, -0.0475, -0.0598, -0.0646, -0.0901, -0.0963, -0.1183, -0.1183, -0.0963, -0.1042, -0.1095, -0.1403, -0.1319, -0.1077, -0.1095, -0.1209, -0.1179, -0.0994, -0.029, -0.0906, -0.0866, -0.1143, -0.088, -0.0853, -0.055, -0.055, -0.073, -0.0682, -0.0084, -0.0237, -0.0106, -0.0022, -0.015, 0.0048, -0.0378, -0.011, -0.011, -0.0325, 0.0374, 0.0308, 0.0475, 0.0303, 0.0246, 0.0079, -0.0022, 0.0026, 0.0158, 0.0229, 0.022, 0.033, -0.0048, -0.0897, -0.0906, -0.1025, -0.1055, -0.1293, -0.1508, -0.1425, -0.1121, -0.1025, -0.1306, -0.1227, -0.0919, -0.0409, -0.0229, 0.0493, 0.08, 0.0405, 0.113, 0.0352, 0.0334, 0.0906, 0.0796, 0.0708]}
{"unit_id": "quote:1893845823642869983", "ticker_idx": 0, "ts": "2025-02-24T02:10:04+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you want to make money this week you should short nvidia those b200's ain't ever dropping.", "tweet_type": "prediction", "timeline": "days", "summary": "Short NVDA this week; B200s not dropping in price as a bearish catalyst.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "If you want to make money this week you should short nvidia those b200’s ain’t ever dropping.", "reply_text": null, "parent_text": null, "quoted_text": "thank you for the information mit dude https://t.co/ynuF2gdrdW", "parent_author": null, "ret_m1d": 0.03185437036922356, "ret_signed_m1d": -0.03185437036922356, "alpha_spy_m1d": -0.02728316264730757, "alpha_c_m1d": -0.004863914056038476, "bench_spy_m1d": 0.004571207721915993, "bench_c_m1d": 0.026990456313185085, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028016674607738046, "ret_signed_p1d": 0.028016674607738046, "alpha_spy_p1d": 0.023043595616852763, "alpha_c_p1d": 0.00677767044708899, "bench_spy_p1d": -0.004973078990885282, "bench_c_p1d": -0.021239004160649055, "ret_p1w": -0.12450116113243193, "ret_signed_p1w": 0.12450116113243193, "alpha_spy_p1w": 0.10199647402029588, "alpha_c_p1w": 0.04065434907696264, "bench_spy_p1w": -0.022504687112136046, "bench_c_p1w": -0.08384681205546929, "ret_p1m": -0.07352558233155015, "ret_signed_p1m": 0.07352558233155015, "alpha_spy_p1m": 0.04000488232294308, "alpha_c_p1m": 0.016956714308786536, "bench_spy_p1m": -0.033520700008607074, "bench_c_p1m": -0.05656886802276362, "ret_p3m": 0.019666878506768848, "ret_signed_p3m": -0.019666878506768848, "alpha_spy_p3m": -0.0403730201725242, "alpha_c_p3m": -0.030389063755504875, "bench_spy_p3m": -0.02070614166575535, "bench_c_p3m": -0.010722185248736027, "ret_p6m": 0.3483906369020766, "ret_signed_p6m": -0.3483906369020766, "alpha_spy_p6m": -0.27065952350036615, "alpha_c_p6m": -0.15346000368962387, "bench_spy_p6m": 0.07773111340171046, "bench_c_p6m": 0.19493063321245274, "ret_p1y": 0.45917996063011524, "ret_signed_p1y": -0.45917996063011524, "alpha_spy_p1y": -0.2869192860934522, "alpha_c_p1y": 0.2500906002752774, "bench_spy_p1y": 0.17226067453666305, "bench_c_p1y": 0.7092705609053926, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.12450116113243193, "alpha_spy_stated": 0.10199647402029588, "alpha_c_stated": 0.04065434907696264, "price_path": [0.0388, 0.0388, 0.0611, 0.064, 0.0765, 0.114, 0.1134, 0.0933, 0.0655, 0.0368, 0.0693, 0.0542, 0.0305, 0.0132, 0.0008, -0.0105, 0.0031, 0.0339, 0.0721, 0.0763, 0.0763, 0.0741, 0.0517, 0.0553, 0.0308, 0.0308, 0.0616, 0.1089, 0.147, 0.0757, 0.0755, 0.0755, 0.0432, 0.0226, 0.0114, 0.0457, 0.0253, 0.057, 0.057, 0.081, 0.1289, 0.13, 0.0947, -0.091, -0.0099, -0.0505, -0.0432, -0.0784, -0.1045, -0.0893, -0.0418, -0.0123, -0.0034, 0.0253, 0.0193, 0.0066, 0.0385, 0.0658, 0.0658, 0.07, 0.0687, 0.0755, 0.0319, 0.0, -0.028, 0.0077, -0.0778, -0.0411, -0.1245, -0.1097, -0.0996, -0.1513, -0.135, -0.1788, -0.1652, -0.1115, -0.1128, -0.066, -0.0824, -0.1139, -0.0979, -0.0901, -0.0965, -0.068, -0.0735, -0.1267, -0.1446, -0.1581, -0.168, -0.1544, -0.1524, -0.2185, -0.276, -0.2505, -0.2608, -0.1223, -0.1742, -0.1484, -0.1501, -0.1387, -0.1979, -0.2209, -0.2209, -0.2561, -0.2409, -0.2115, -0.183, -0.1478, -0.1653, -0.1631, -0.1639, -0.1432, -0.121, -0.1263, -0.1284, -0.1014, -0.099, -0.1045, -0.0558, -0.0026, 0.0389, 0.035, 0.0394, 0.0407, 0.0316, 0.0118, 0.0197, 0.0078, 0.0078, 0.0402, 0.0349, 0.0685, 0.0373, 0.0546, 0.0841, 0.0894, 0.0746, 0.0879, 0.0949, 0.1051, 0.0965, 0.1132, 0.0899, 0.1108, 0.1064, 0.1169, 0.1169, 0.1043, 0.1068, 0.1354, 0.1846, 0.1901, 0.211, 0.2129, 0.1769, 0.2072, 0.2233, 0.2233, 0.2148, 0.2283, 0.2504, 0.2598, 0.2661, 0.2596, 0.3105, 0.3156, 0.3281, 0.3236, 0.3157, 0.2823, 0.3111, 0.3338, 0.332, 0.3569, 0.3474, 0.3763, 0.3655, 0.3337, 0.3819, 0.3685, 0.3774, 0.3878, 0.4026, 0.3977, 0.4061, 0.3941, 0.3974, 0.3853, 0.3973, 0.3484]}
{"unit_id": "quote:1890425568224477323", "ticker_idx": 0, "ts": "2025-02-14T15:39:12+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm all in.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "All-in on INTC on 18A node buzz and rumored USG/TSMC rescue.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m all in.", "reply_text": null, "parent_text": null, "quoted_text": "Re $INTC surging... In addition to what VP JD Vance pronounced, it is rumored that\n\n(a) 18A will be the best-performing 2-nm class node, per SemiWiki\n\n(b) USG is forcing TSMC to rescue Intel, presumably because Intel's process/roadmap doesn't cut it?)\n\nOne, or both, are wrong?", "parent_author": null, "ret_m1d": 0.02245757503093171, "ret_signed_m1d": 0.02245757503093171, "alpha_spy_m1d": 0.022408701111490847, "alpha_c_m1d": 0.02507063343884708, "bench_spy_m1d": 4.887391944086161e-05, "bench_c_m1d": -0.0026130584079153696, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.05381357784895857, "ret_signed_p1w": 0.05381357784895857, "alpha_spy_p1w": 0.06982161923783725, "alpha_c_p1w": 0.06406771111105902, "bench_spy_p1w": -0.01600804138887868, "bench_c_p1w": -0.010254133262100451, "ret_p1m": 0.0885593270680165, "ret_signed_p1m": 0.0885593270680165, "alpha_spy_p1m": 0.15834782212701592, "alpha_c_p1m": 0.18207421544097313, "bench_spy_p1m": -0.06978849505899942, "bench_c_p1m": -0.09351488837295663, "ret_p3m": -0.08813558856292358, "ret_signed_p3m": -0.08813558856292358, "alpha_spy_p3m": -0.05477089107059352, "alpha_c_p3m": -0.06996313688874822, "bench_spy_p3m": -0.033364697492330064, "bench_c_p3m": -0.01817245167417536, "ret_p6m": -0.125000030307446, "ret_signed_p6m": -0.125000030307446, "alpha_spy_p6m": -0.17423480218689968, "alpha_c_p6m": -0.28661211766601247, "bench_spy_p6m": 0.04923477187945369, "bench_c_p6m": 0.16161208735856647, "ret_p1y": 1.086864373047645, "ret_signed_p1y": 1.086864373047645, "alpha_spy_p1y": 0.9426505716433549, "alpha_c_p1y": 0.5074938147015413, "bench_spy_p1y": 0.1442138014042902, "bench_c_p1y": 0.5793705583461037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0885593270680165, "alpha_spy_stated": 0.15834782212701592, "alpha_c_stated": 0.18207421544097313, "price_path": [0.0254, 0.0174, 0.0356, 0.0381, 0.0538, 0.0191, 0.0021, 0.0021, 0.0191, 0.014, -0.0479, -0.0695, -0.1186, -0.1136, -0.1182, -0.1458, -0.1475, -0.1195, -0.1381, -0.1174, -0.1339, -0.1822, -0.1924, -0.1729, -0.1441, -0.1356, -0.1356, -0.1339, -0.1398, -0.1602, -0.1504, -0.1504, -0.1432, -0.1288, -0.1581, -0.1521, -0.1576, -0.1576, -0.1886, -0.1864, -0.1864, -0.1644, -0.1665, -0.0894, -0.0894, -0.0775, -0.0737, -0.086, -0.1174, -0.1403, -0.161, -0.1631, -0.1521, -0.1767, -0.1788, -0.1826, -0.1674, -0.1788, -0.1907, -0.1623, -0.1114, -0.0475, 0.0225, 0.0, 0.0, 0.1606, 0.0898, 0.1055, 0.0538, 0.0284, -0.0258, -0.0034, -0.0216, 0.0055, -0.0364, -0.0962, -0.1182, -0.1208, -0.1254, -0.1555, -0.1619, -0.1237, 0.0042, 0.0191, 0.0886, 0.0983, 0.022, 0.0153, 0.028, 0.0263, 0.0254, -0.0076, 0.0008, -0.0377, -0.0377, -0.0657, -0.0686, -0.0496, -0.1589, -0.1708, -0.2318, -0.0877, -0.1576, -0.1636, -0.1394, -0.1589, -0.1852, -0.1979, -0.1979, -0.2017, -0.1733, -0.1275, -0.0894, -0.1504, -0.1309, -0.1381, -0.1483, -0.1534, -0.1263, -0.1411, -0.1551, -0.1394, -0.1102, -0.0924, -0.0602, -0.0441, -0.0881, -0.0869, -0.0822, -0.0941, -0.0987, -0.1233, -0.1292, -0.1504, -0.1504, -0.1292, -0.1369, -0.1419, -0.1716, -0.1636, -0.1403, -0.1419, -0.153, -0.15, -0.1322, -0.0644, -0.1237, -0.1199, -0.1466, -0.1212, -0.1186, -0.0894, -0.0894, -0.1068, -0.1021, -0.0445, -0.0593, -0.0466, -0.0386, -0.0508, -0.0318, -0.0729, -0.047, -0.047, -0.0678, -0.0004, -0.0068, 0.0093, -0.0072, -0.0127, -0.0288, -0.0386, -0.0339, -0.0212, -0.0144, -0.0153, -0.0047, -0.0411, -0.1229, -0.1237, -0.1352, -0.1381, -0.161, -0.1818, -0.1737, -0.1445, -0.1352, -0.1623, -0.1547, -0.125]}
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{"unit_id": "orig:1888986497082175974", "ticker_idx": 0, "ts": "2025-02-10T16:20:51+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm leverage 5:1 on Intel stock using CFDs", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Leveraged 5:1 long INTC via CFDs, bullish on USMC contract catalyst.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I’m leverage 5:1 on Intel stock using CFDs. We will get USMC inshallah.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.033889734991424114, "ret_signed_m1d": -0.033889734991424114, "alpha_spy_m1d": -0.027144422967884885, "alpha_c_m1d": -0.01538160992102311, "bench_spy_m1d": -0.006745312023539229, "bench_c_m1d": -0.018508125070401005, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06069796802253391, "ret_signed_p1d": 0.06069796802253391, "alpha_spy_p1d": 0.05993742690728099, "alpha_c_p1d": 0.05969645658830003, "bench_spy_p1d": 0.0007605411152529218, "bench_c_p1d": 0.0010015114342338816, "ret_p1w": 0.19372786216613447, "ret_signed_p1w": 0.19372786216613447, "alpha_spy_p1w": 0.18570923393802996, "alpha_c_p1w": 0.18186982697913123, "bench_spy_p1w": 0.008018628228104507, "bench_c_p1w": 0.011858035187003235, "ret_p1m": 0.0005058284598020713, "ret_signed_p1m": 0.0005058284598020713, "alpha_spy_p1m": 0.0814019491150827, "alpha_c_p1m": 0.14232139276792866, "bench_spy_p1m": -0.08089612065528062, "bench_c_p1m": -0.14181556430812658, "ret_p3m": 0.0622154534019399, "ret_signed_p3m": 0.0622154534019399, "alpha_spy_p3m": 0.1251901052131824, "alpha_c_p3m": 0.17306393832846623, "bench_spy_p3m": -0.06297465181124251, "bench_c_p3m": -0.11084848492652633, "ret_p6m": 0.021244312927115372, "ret_signed_p6m": 0.021244312927115372, "alpha_spy_p6m": -0.02318155191641491, "alpha_c_p6m": -0.12890397613043558, "bench_spy_p6m": 0.04442586484353028, "bench_c_p6m": 0.15014828905755095, "ret_p1y": 1.4673746914427102, "ret_signed_p1y": 1.4673746914427102, "alpha_spy_p1y": 1.3041336244394484, "alpha_c_p1y": 0.7931242414738569, "bench_spy_p1y": 0.1632410670032618, "bench_c_p1y": 0.6742504499688533, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0005058284598020713, "alpha_spy_stated": 0.0814019491150827, "alpha_c_stated": 0.14232139276792866, "price_path": [0.2605, 0.2661, 0.2317, 0.2564, 0.2241, 0.2145, 0.2362, 0.2393, 0.258, 0.2165, 0.1963, 0.1963, 0.2165, 0.2104, 0.1366, 0.1108, 0.0521, 0.0582, 0.0526, 0.0197, 0.0177, 0.0511, 0.0288, 0.0536, 0.0339, -0.0238, -0.0359, -0.0126, 0.0218, 0.0319, 0.0319, 0.0339, 0.0268, 0.0025, 0.0142, 0.0142, 0.0228, 0.04, 0.0051, 0.0121, 0.0056, 0.0056, -0.0314, -0.0288, -0.0288, -0.0025, -0.0051, 0.087, 0.087, 0.1012, 0.1057, 0.091, 0.0536, 0.0263, 0.0015, -0.001, 0.0121, -0.0172, -0.0197, -0.0243, -0.0061, -0.0197, -0.0339, 0.0, 0.0607, 0.1371, 0.2205, 0.1937, 0.1937, 0.3854, 0.301, 0.3197, 0.258, 0.2276, 0.1629, 0.1897, 0.1679, 0.2003, 0.1502, 0.0789, 0.0526, 0.0496, 0.044, 0.0081, 0.0005, 0.046, 0.1988, 0.2165, 0.2994, 0.3111, 0.22, 0.2119, 0.2271, 0.2251, 0.2241, 0.1846, 0.1947, 0.1487, 0.1487, 0.1153, 0.1118, 0.1345, 0.004, -0.0101, -0.083, 0.089, 0.0056, -0.0015, 0.0273, 0.004, -0.0273, -0.0425, -0.0425, -0.047, -0.0132, 0.0415, 0.087, 0.0142, 0.0374, 0.0288, 0.0167, 0.0106, 0.043, 0.0253, 0.0086, 0.0273, 0.0622, 0.0835, 0.1219, 0.1411, 0.0885, 0.09, 0.0956, 0.0814, 0.0759, 0.0465, 0.0395, 0.0142, 0.0142, 0.0395, 0.0303, 0.0243, -0.0111, -0.0015, 0.0263, 0.0243, 0.0111, 0.0147, 0.0359, 0.1168, 0.046, 0.0506, 0.0187, 0.0491, 0.0521, 0.087, 0.087, 0.0663, 0.0718, 0.1406, 0.1229, 0.1381, 0.1477, 0.133, 0.1558, 0.1067, 0.1376, 0.1376, 0.1128, 0.1932, 0.1856, 0.2049, 0.1851, 0.1786, 0.1593, 0.1477, 0.1533, 0.1684, 0.1765, 0.1755, 0.1882, 0.1447, 0.047, 0.046, 0.0324, 0.0288, 0.0015, -0.0233, -0.0137, 0.0212]}
{"unit_id": "quote:1932845226739015760", "ticker_idx": 0, "ts": "2025-06-11T16:59:47+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Apple is the only phone company that actually values privacy to the point that they nuked facebooks revenue for spying on us. I will stand against the slop. Let Apple cook.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AAPL: on-device AI privacy moat is real and Apple's deliberate approach will pay off.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "He isn’t wrong. \n\nEven if you ran llama7B on an iPhone it would be slow and make ur phone’s battery die in an hour. \n\nOn device AI is a real moat & when you think about security it’s critical. Chat bots store everything about you in a database add ontop real time telemetry, your messages, calls, etc. the privacy violation becomes even more significant. \n\nApple is the only phone company that actually values privacy to the point that they nuked facebooks revenue for spying on us. \n\nI will stand against the slop. \nLet Apple cook.", "reply_text": null, "parent_text": null, "quoted_text": "Craig Federighi says no one is doing on-device AI well right now. Not even Apple.\n\n“We're not rushing out the wrong features just to be first.”\n\nNow the mission is clear: Fix Siri -- or fall behind for good. https://t.co/PGioMAbwjM", "parent_author": null, "ret_m1d": 0.019569400439342077, "ret_signed_m1d": 0.019569400439342077, "alpha_spy_m1d": 0.01670937161673991, "alpha_c_m1d": 0.01736422805552862, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": 0.0022051723838134585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0021129385173963566, "ret_signed_p1d": 0.0021129385173963566, "alpha_spy_p1d": -0.0018612335326662066, "alpha_c_p1d": -0.007165598375818538, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": 0.009278536893214895, "ret_p1w": -0.011067475928977721, "ret_signed_p1w": -0.011067475928977721, "alpha_spy_p1w": -0.004548734547506039, "alpha_c_p1w": -0.016351579100488012, "bench_spy_p1w": -0.006518741381471682, "bench_c_p1w": 0.00528410317151029, "ret_p1m": 0.06856834986568816, "ret_signed_p1m": 0.06856834986568816, "alpha_spy_p1m": 0.024817463439956278, "alpha_c_p1m": -0.00243909587537261, "bench_spy_p1m": 0.04375088642573188, "bench_c_p1m": 0.07100744574106077, "ret_p3m": 0.19805802631489722, "ret_signed_p3m": 0.19805802631489722, "alpha_spy_p3m": 0.11593090097733505, "alpha_c_p3m": 0.09433443979875134, "bench_spy_p3m": 0.08212712533756217, "bench_c_p3m": 0.10372358651614588, "ret_p6m": 0.41508695284934194, "ret_signed_p6m": 0.41508695284934194, "alpha_spy_p6m": 0.27048762963088535, "alpha_c_p6m": 0.20044476164635272, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.21464219120298922, "ret_p1y": 0.5761043199909246, "ret_signed_p1y": 0.5761043199909246, "alpha_spy_p1y": 0.3037352572936338, "alpha_c_p1y": -0.022561338158579414, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.598665658149504, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06856834986568816, "alpha_spy_stated": 0.024817463439956278, "alpha_c_stated": -0.00243909587537261, "price_path": [0.0726, 0.0752, 0.0686, 0.0814, 0.0757, 0.0966, 0.109, 0.1241, 0.113, 0.1246, 0.0948, 0.116, 0.1213, 0.1248, 0.0208, -0.0536, -0.0883, -0.1337, -0.001, -0.0433, -0.0045, 0.0175, 0.0156, -0.024, -0.0104, -0.0104, -0.0295, 0.0035, 0.0279, 0.0469, 0.0514, 0.0558, 0.0611, 0.0676, 0.0717, 0.0317, -0.0008, -0.0027, -0.014, -0.0078, -0.0026, 0.0604, 0.0712, 0.0682, 0.0637, 0.0628, 0.0503, 0.0406, 0.0167, 0.013, -0.0177, -0.0177, 0.0072, 0.0083, 0.0059, 0.0104, 0.0147, 0.0226, 0.0203, 0.0093, 0.0259, 0.0134, 0.0196, 0.0, 0.0021, -0.0117, -0.0018, -0.0158, -0.0111, -0.0111, 0.0112, 0.0137, 0.0076, 0.014, 0.0112, 0.0116, 0.0321, 0.0455, 0.0687, 0.0743, 0.0743, 0.0562, 0.0565, 0.0622, 0.0686, 0.0623, 0.0495, 0.052, 0.0572, 0.0565, 0.0624, 0.0689, 0.0786, 0.0773, 0.0754, 0.076, 0.0768, 0.0628, 0.0517, 0.0442, 0.0181, 0.023, 0.0208, 0.0728, 0.1069, 0.1538, 0.1442, 0.1566, 0.1751, 0.1724, 0.1664, 0.1629, 0.1612, 0.1383, 0.1327, 0.1471, 0.1441, 0.1549, 0.1608, 0.1713, 0.1691, 0.1691, 0.157, 0.201, 0.2076, 0.2072, 0.1981, 0.1803, 0.1422, 0.1585, 0.1789, 0.1921, 0.1994, 0.2036, 0.1981, 0.2364, 0.2897, 0.2814, 0.2707, 0.2937, 0.2866, 0.2814, 0.2824, 0.2865, 0.295, 0.2995, 0.2928, 0.2917, 0.2997, 0.2794, 0.2353, 0.2473, 0.2479, 0.2558, 0.2463, 0.2706, 0.3207, 0.3234, 0.3017, 0.3073, 0.3237, 0.3538, 0.3548, 0.3583, 0.3669, 0.3617, 0.355, 0.36, 0.3605, 0.3587, 0.3521, 0.3583, 0.3876, 0.3786, 0.376, 0.3733, 0.3483, 0.3482, 0.3539, 0.3422, 0.3687, 0.391, 0.3963, 0.3992, 0.3992, 0.4058, 0.4272, 0.4428, 0.4325, 0.4151]}
{"unit_id": "quote:1895205145690153312", "ticker_idx": 0, "ts": "2025-02-27T20:11:32+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorting ASML.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Explicitly shorting ASML, disagreeing with quoted bullish thesis.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Shorting ASML.", "reply_text": null, "parent_text": null, "quoted_text": "Took a sizable position in $ASML.\n\nIf you follow $INTC and $TSM you know of the technological war between the two, either TSMC follows up with the purchase of High NA machines or basically surrenders to Intel technological leadership.\n\n$ASML at this price is a strong buy", "parent_author": null, "ret_m1d": 0.030209139708279098, "ret_signed_m1d": -0.030209139708279098, "alpha_spy_m1d": -0.013988527067523293, "alpha_c_m1d": 0.035484385684312336, "bench_spy_m1d": 0.016220612640755805, "bench_c_m1d": 0.06569352539259143, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01724153924729932, "ret_signed_p1d": -0.01724153924729932, "alpha_spy_p1d": -0.0016361564635487547, "alpha_c_p1d": 0.0001543812663393762, "bench_spy_p1d": 0.015605382783750565, "bench_c_p1d": 0.017395920513638696, "ret_p1w": -0.01856769256961255, "ret_signed_p1w": 0.01856769256961255, "alpha_spy_p1w": -0.002524568564583496, "alpha_c_p1w": -0.020813353185956784, "bench_spy_p1w": -0.021092261134196044, "bench_c_p1w": -0.03938104575556933, "ret_p1m": -0.10698488647210835, "ret_signed_p1m": 0.10698488647210835, "alpha_spy_p1m": 0.059606988058251154, "alpha_c_p1m": 0.03434189070091764, "bench_spy_p1m": -0.0473778984138572, "bench_c_p1m": -0.07264299577119071, "ret_p3m": -0.023192950124557687, "ret_signed_p3m": 0.023192950124557687, "alpha_spy_p3m": 0.036659035021609054, "alpha_c_p3m": 0.09391287797856906, "bench_spy_p3m": 0.013466084897051367, "bench_c_p3m": 0.07071992785401138, "ret_p6m": -0.04150045035737571, "ret_signed_p6m": 0.04150045035737571, "alpha_spy_p6m": 0.1510888257176215, "alpha_c_p6m": 0.3249482846731495, "bench_spy_p6m": 0.1095883753602458, "bench_c_p6m": 0.2834478343157738, "ret_p1y": 0.7829081009033338, "ret_signed_p1y": -0.7829081009033338, "alpha_spy_p1y": -0.6039390300510952, "alpha_c_p1y": 0.004707997339378878, "bench_spy_p1y": 0.17896907085223868, "bench_c_p1y": 0.7876160982427127, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10698488647210835, "alpha_spy_stated": 0.059606988058251154, "alpha_c_stated": 0.03434189070091764, "price_path": [-0.0032, 0.005, -0.0013, -0.0036, -0.0075, -0.0144, -0.0026, 0.0047, 0.0112, 0.0117, 0.0343, 0.0547, 0.0158, 0.0089, 0.0055, 0.0124, 0.0124, 0.0124, 0.0071, -0.012, -0.002, -0.002, 0.0146, 0.0117, 0.0996, 0.0858, 0.065, 0.0792, 0.0665, 0.0462, 0.048, 0.048, 0.0961, 0.0868, 0.0999, 0.0769, 0.1, 0.0518, 0.0303, -0.0419, -0.0492, 0.0036, 0.0392, 0.0627, 0.0439, 0.0475, 0.0383, 0.0518, 0.0337, 0.0566, 0.0663, 0.0587, 0.0874, 0.079, 0.0725, 0.0554, 0.0573, 0.0461, 0.0464, 0.0514, 0.0283, 0.0529, 0.0302, 0.0, 0.0172, -0.0267, -0.0087, -0.0127, -0.0186, -0.0584, -0.0687, -0.0488, -0.0533, -0.0337, -0.0255, -0.0187, -0.0081, -0.009, -0.0264, -0.0059, -0.0057, -0.0315, -0.0532, -0.0781, -0.107, -0.0868, -0.0918, -0.1472, -0.1687, -0.1895, -0.1544, -0.1832, -0.1488, -0.1493, -0.1306, -0.1079, -0.1541, -0.1686, -0.1686, -0.1686, -0.1732, -0.144, -0.1281, -0.1295, -0.136, -0.1352, -0.1389, -0.1389, -0.0999, -0.103, -0.1109, -0.1061, -0.068, -0.0735, -0.0142, 0.0107, 0.0149, 0.0084, -0.012, -0.0208, -0.0244, -0.0174, -0.0291, -0.0501, -0.0332, -0.0154, -0.0232, -0.0162, -0.0334, -0.0448, -0.0346, -0.0356, -0.0259, -0.0131, 0.0053, 0.0118, 0.0203, 0.0002, -0.0176, -0.0094, -0.0155, -0.017, -0.0346, -0.0386, -0.0115, 0.022, 0.0266, 0.0013, 0.0089, 0.0016, -0.0123, 0.0016, 0.0009, -0.0253, -0.0072, 0.0036, 0.0049, 0.02, 0.011, 0.016, 0.0438, -0.0749, -0.0389, -0.0635, -0.0774, -0.1095, -0.1033, -0.0896, -0.1058, -0.0688, -0.0766, -0.07, -0.0913, -0.1181, -0.1072, -0.115, -0.1212, -0.0949, -0.0857, -0.0707, -0.0605, -0.0505, -0.0471, -0.0563, -0.0534, -0.048, -0.0541, -0.0596, -0.0422, -0.0415]}
{"unit_id": "reply:1884024848843956244", "ticker_idx": 0, "ts": "2025-01-27T23:45:02+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Also if orders of GPUs do fall means more 2 nm capacity for Apple. Inference on m series is going to be big.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long AAPL: fewer GPU orders frees up 2nm capacity for Apple, and M-series inference is a major upcoming catalyst.", "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": "@alexocheema Also if orders of GPUs do fall means more 2 nm capacity for Apple. Inference on m series is going to be big.", "reply_text": null, "parent_text": "Market close: $NVDA: -16.91% | $AAPL: +3.21%\n\nWhy is DeepSeek great for Apple?\n\nHere's a breakdown of the chips that can run DeepSeek V3 and R1 on the market now:\nNVIDIA H100: 80GB @ 3TB/s, $25,000, $312.50 per GB\nAMD MI300X: 192GB @ 5.3TB/s, $20,000, $104.17 per GB\nApple M2 https://t.co/PpnnP2AQMr", "quoted_text": null, "parent_author": "alexocheema", "ret_m1d": -0.03525556866504531, "ret_signed_m1d": -0.03525556866504531, "alpha_spy_m1d": -0.026736247770727695, "alpha_c_m1d": -0.009275462422887015, "bench_spy_m1d": -0.008519320894317617, "bench_c_m1d": -0.025980106242158296, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004616744646861681, "ret_signed_p1d": 0.004616744646861681, "alpha_spy_p1d": 0.009099711345116779, "alpha_c_p1d": 0.012748805976352418, "bench_spy_p1d": -0.0044829666982550975, "bench_c_p1d": -0.008132061329490736, "ret_p1w": -0.02291614863557534, "ret_signed_p1w": -0.02291614863557534, "alpha_spy_p1w": -0.018383581146665162, "alpha_c_p1w": -0.0115311968983004, "bench_spy_p1w": -0.0045325674889101775, "bench_c_p1w": -0.01138495173727494, "ret_p1m": 0.00992305876750943, "ret_signed_p1m": 0.00992305876750943, "alpha_spy_p1m": 0.026432317376378744, "alpha_c_p1m": 0.021222371720480915, "bench_spy_p1m": -0.016509258608869315, "bench_c_p1m": -0.011299312952971485, "ret_p3m": -0.12066608582732674, "ret_signed_p3m": -0.12066608582732674, "alpha_spy_p3m": -0.03427752863730704, "alpha_c_p3m": -0.014502978725750348, "bench_spy_p3m": -0.0863885571900197, "bench_c_p3m": -0.10616310710157639, "ret_p6m": -0.09902376194919682, "ret_signed_p6m": -0.09902376194919682, "alpha_spy_p6m": -0.15440371222106675, "alpha_c_p6m": -0.21689408612098082, "bench_spy_p6m": 0.05537995027186993, "bench_c_p6m": 0.117870324171784, "ret_p1y": 0.08863342785829742, "ret_signed_p1y": 0.08863342785829742, "alpha_spy_p1y": -0.06992048008838592, "alpha_c_p1y": -0.16428701937641965, "bench_spy_p1y": 0.15855390794668334, "bench_c_p1y": 0.25292044723471707, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.00992305876750943, "alpha_spy_stated": 0.026432317376378744, "alpha_c_stated": 0.021222371720480915, "price_path": [-0.0529, -0.0655, -0.0692, -0.0632, -0.0663, -0.0463, -0.0474, -0.0589, -0.0589, -0.0551, -0.0421, -0.0557, -0.043, -0.0419, -0.0389, -0.0409, -0.0352, -0.0226, -0.0134, -0.014, -0.014, -0.0039, 0.0056, 0.0184, 0.0199, 0.0201, 0.0192, 0.0356, 0.0399, 0.0345, 0.0407, 0.0414, 0.0536, 0.0639, 0.0411, 0.0484, 0.0681, 0.0714, 0.0837, 0.0837, 0.0871, 0.0727, 0.0585, 0.051, 0.051, 0.0235, 0.0214, 0.0283, 0.0166, 0.0186, 0.0186, -0.0059, -0.0162, -0.0209, -0.0016, -0.042, -0.0348, -0.0348, -0.0656, -0.0606, -0.0613, -0.065, -0.0353, 0.0, 0.0046, -0.0028, -0.0095, -0.043, -0.0229, -0.0243, -0.0212, -0.0446, -0.0435, -0.0226, -0.0047, 0.0148, 0.0277, 0.0277, 0.0272, 0.0289, 0.0329, 0.0317, 0.0382, 0.038, 0.0099, -0.0029, 0.0161, 0.0001, -0.0087, -0.0095, -0.0112, 0.0045, -0.0442, -0.0721, -0.0883, -0.119, -0.103, -0.1008, -0.1063, -0.0956, -0.1004, -0.0829, -0.0726, -0.0599, -0.0692, -0.0594, -0.0844, -0.0667, -0.0622, -0.0593, -0.1463, -0.2085, -0.2376, -0.2755, -0.1645, -0.1999, -0.1674, -0.1491, -0.1507, -0.1837, -0.1723, -0.1723, -0.1884, -0.1608, -0.1403, -0.1245, -0.1207, -0.1171, -0.1126, -0.1071, -0.1037, -0.1372, -0.1643, -0.1659, -0.1754, -0.1702, -0.1658, -0.1132, -0.1042, -0.1067, -0.1104, -0.1112, -0.1216, -0.1297, -0.1498, -0.1528, -0.1785, -0.1785, -0.1577, -0.1568, -0.1588, -0.155, -0.1514, -0.1448, -0.1467, -0.1559, -0.1421, -0.1525, -0.1473, -0.1637, -0.1619, -0.1735, -0.1652, -0.1769, -0.1729, -0.1729, -0.1543, -0.1522, -0.1573, -0.152, -0.1543, -0.154, -0.1368, -0.1257, -0.1062, -0.1015, -0.1015, -0.1167, -0.1164, -0.1117, -0.1063, -0.1116, -0.1223, -0.1202, -0.1158, -0.1164, -0.1115, -0.106, -0.098, -0.099]}
{"unit_id": "quote:1895515153749467556", "ticker_idx": 0, "ts": "2025-02-28T16:43:24+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel will hit $40 a share by end of year. $60 is in site too. A 300-400 billion market cap.", "tweet_type": "prediction", "timeline": "months", "summary": "Long INTC; targets $40 by EOY with $60 also in sight, implying 300-400B market cap.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Smh paper hands. My hands are made of diamond. \n\nIntel will hit $40 a share by end of year. $60 is in site too. A 300-400 billion market cap.", "reply_text": null, "parent_text": null, "quoted_text": "I am no longer an $INTC shareholder at this time, I will keep following the company and post about it.\nI will also continue with the $INTC weekly spaces.\n\nI think $INTC is an extremely interesting company, and would love to invest in it again, I am looking for things to clear up.", "parent_author": null, "ret_m1d": -0.026970054867018534, "ret_signed_m1d": -0.026970054867018534, "alpha_spy_m1d": -0.011604458102479343, "alpha_c_m1d": -0.009871578096189437, "bench_spy_m1d": -0.015365596764539191, "bench_c_m1d": -0.017098476770829096, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04171933376383308, "ret_signed_p1d": -0.04171933376383308, "alpha_spy_p1d": -0.024199458747286018, "alpha_c_p1d": 0.00021045151638565684, "bench_spy_p1d": -0.01751987501654706, "bench_c_p1d": -0.041929785280218734, "ret_p1w": -0.13021492676761715, "ret_signed_p1w": -0.13021492676761715, "alpha_spy_p1w": -0.09948362875828975, "alpha_c_p1w": -0.09722099844477372, "bench_spy_p1w": -0.03073129800932739, "bench_c_p1w": -0.032993928322843424, "ret_p1m": -0.04298358522713841, "ret_signed_p1m": -0.04298358522713841, "alpha_spy_p1m": 0.012735522549148892, "alpha_c_p1m": 0.048523069879438996, "bench_spy_p1m": -0.0557191077762873, "bench_c_p1m": -0.0915066551065774, "ret_p3m": -0.1415928684289507, "ret_signed_p3m": -0.1415928684289507, "alpha_spy_p3m": -0.13371317701763463, "alpha_c_p3m": -0.18279235591850762, "bench_spy_p3m": -0.007879691411316059, "bench_c_p3m": 0.04119948748955693, "ret_p6m": 0.03455540289264336, "ret_signed_p6m": 0.03455540289264336, "alpha_spy_p6m": -0.05317509490245764, "alpha_c_p6m": -0.22815038790327669, "bench_spy_p6m": 0.087730497795101, "bench_c_p6m": 0.26270579079592005, "ret_p1y": 0.9460598902659629, "ret_signed_p1y": 0.9460598902659629, "alpha_spy_p1y": 0.7833333653323262, "alpha_c_p1y": 0.18991425286808772, "bench_spy_p1y": 0.1627265249336367, "bench_c_p1y": 0.7561456373978752, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04298358522713841, "alpha_spy_stated": 0.012735522549148892, "alpha_c_stated": 0.048523069879438996, "price_path": [-0.0531, -0.0746, -0.1235, -0.1184, -0.1231, -0.1504, -0.1521, -0.1243, -0.1429, -0.1222, -0.1386, -0.1867, -0.1968, -0.1774, -0.1488, -0.1403, -0.1403, -0.1386, -0.1445, -0.1648, -0.1551, -0.1551, -0.1479, -0.1336, -0.1627, -0.1568, -0.1622, -0.1622, -0.193, -0.1909, -0.1909, -0.169, -0.1711, -0.0944, -0.0944, -0.0826, -0.0788, -0.091, -0.1222, -0.145, -0.1656, -0.1677, -0.1568, -0.1812, -0.1833, -0.1871, -0.1719, -0.1833, -0.1951, -0.1669, -0.1163, -0.0527, 0.0169, -0.0055, -0.0055, 0.1542, 0.0839, 0.0995, 0.048, 0.0228, -0.0312, -0.0088, -0.027, 0.0, -0.0417, -0.1011, -0.1231, -0.1256, -0.1302, -0.1601, -0.1665, -0.1285, -0.0013, 0.0135, 0.0826, 0.0923, 0.0164, 0.0097, 0.0223, 0.0206, 0.0198, -0.0131, -0.0046, -0.043, -0.043, -0.0708, -0.0737, -0.0548, -0.1635, -0.1753, -0.236, -0.0927, -0.1622, -0.1681, -0.1441, -0.1635, -0.1896, -0.2023, -0.2023, -0.2061, -0.1778, -0.1323, -0.0944, -0.1551, -0.1357, -0.1429, -0.153, -0.158, -0.1311, -0.1458, -0.1597, -0.1441, -0.115, -0.0973, -0.0653, -0.0493, -0.0931, -0.0919, -0.0872, -0.099, -0.1037, -0.1281, -0.134, -0.1551, -0.1551, -0.134, -0.1416, -0.1466, -0.1761, -0.1681, -0.145, -0.1466, -0.1576, -0.1547, -0.137, -0.0695, -0.1285, -0.1247, -0.1513, -0.126, -0.1235, -0.0944, -0.0944, -0.1117, -0.107, -0.0497, -0.0645, -0.0518, -0.0438, -0.056, -0.0371, -0.078, -0.0523, -0.0523, -0.0729, -0.0059, -0.0122, 0.0038, -0.0126, -0.0181, -0.0341, -0.0438, -0.0392, -0.0265, -0.0198, -0.0206, -0.0101, -0.0464, -0.1277, -0.1285, -0.1399, -0.1429, -0.1656, -0.1863, -0.1783, -0.1492, -0.1399, -0.1669, -0.1593, -0.1298, -0.0809, -0.0636, 0.0055, 0.035, -0.0029, 0.0666, -0.008, -0.0097, 0.0451, 0.0346]}
{"unit_id": "thread:1889355440317661543", "ticker_idx": 0, "ts": "2025-02-11T16:46:54+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The U.S. government must buy them out and broker a deal to split their assets, preferably at $45 a share", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long INTC with $45/share buyout target; author holds a large position and argues government acquisition/asset split is necessary.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Intel is too big to fail. \n\nThe U.S. government must buy them out and broker a deal to split their assets, preferably at $45 a share.\n\n---\n\n(I own a lot of Intel stock)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05722455388096348, "ret_signed_m1d": -0.05722455388096348, "alpha_spy_m1d": -0.05646459074891852, "alpha_c_m1d": -0.05622404446834639, "bench_spy_m1d": -0.0007599631320449607, "bench_c_m1d": -0.00100050941261709, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07200764322010311, "ret_signed_p1d": 0.07200764322010311, "alpha_spy_p1d": 0.07522923052156016, "alpha_c_p1d": 0.07745044382806587, "bench_spy_p1d": -0.0032215873014570517, "bench_c_p1d": -0.005442800607962761, "ret_p1w": 0.30615165887036744, "ret_signed_p1w": 0.30615165887036744, "alpha_spy_p1w": 0.2959421028826732, "alpha_c_p1w": 0.2807384257566361, "bench_spy_p1w": 0.010209555987694241, "bench_c_p1w": 0.025413233113731337, "ret_p1m": -0.013829233079374892, "ret_signed_p1m": -0.013829233079374892, "alpha_spy_p1m": 0.06289186547656178, "alpha_c_p1m": 0.10363178484905788, "bench_spy_p1m": -0.07672109855593667, "bench_c_p1m": -0.11746101792843278, "ret_p3m": 0.02145926455290237, "ret_signed_p3m": 0.02145926455290237, "alpha_spy_p3m": 0.08633909140848162, "alpha_c_p3m": 0.12739436259216608, "bench_spy_p3m": -0.06487982685557925, "bench_c_p3m": -0.10593509803926371, "ret_p6m": -0.02670479181111629, "ret_signed_p6m": -0.02670479181111629, "alpha_spy_p6m": -0.07833090266748188, "alpha_c_p6m": -0.1737813294029007, "bench_spy_p6m": 0.05162611085636559, "bench_c_p6m": 0.1470765375917844, "ret_p1y": 1.3204578655576578, "ret_signed_p1y": 1.3204578655576578, "alpha_spy_p1y": 1.1604073736481884, "alpha_c_p1y": 0.6443096473134333, "bench_spy_p1y": 0.1600504919094694, "bench_c_p1y": 0.6761482182442244, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.013829233079374892, "alpha_spy_stated": 0.06289186547656178, "alpha_c_stated": 0.10363178484905788, "price_path": [0.1936, 0.1612, 0.1845, 0.154, 0.145, 0.1655, 0.1683, 0.186, 0.1469, 0.1278, 0.1278, 0.1469, 0.1412, 0.0715, 0.0472, -0.0081, -0.0024, -0.0076, -0.0386, -0.0405, -0.0091, -0.03, -0.0067, -0.0253, -0.0796, -0.0911, -0.0691, -0.0367, -0.0272, -0.0272, -0.0253, -0.032, -0.0548, -0.0439, -0.0439, -0.0358, -0.0196, -0.0525, -0.0458, -0.052, -0.052, -0.0868, -0.0844, -0.0844, -0.0596, -0.062, 0.0248, 0.0248, 0.0381, 0.0424, 0.0286, -0.0067, -0.0324, -0.0558, -0.0582, -0.0458, -0.0734, -0.0758, -0.0801, -0.0629, -0.0758, -0.0892, -0.0572, 0.0, 0.072, 0.1507, 0.1254, 0.1254, 0.3062, 0.2265, 0.2442, 0.186, 0.1574, 0.0963, 0.1216, 0.1011, 0.1316, 0.0844, 0.0172, -0.0076, -0.0105, -0.0157, -0.0496, -0.0567, -0.0138, 0.1302, 0.1469, 0.2251, 0.2361, 0.1502, 0.1426, 0.1569, 0.155, 0.154, 0.1168, 0.1264, 0.083, 0.083, 0.0515, 0.0482, 0.0696, -0.0534, -0.0668, -0.1354, 0.0267, -0.052, -0.0587, -0.0315, -0.0534, -0.083, -0.0973, -0.0973, -0.1016, -0.0696, -0.0181, 0.0248, -0.0439, -0.0219, -0.03, -0.0415, -0.0472, -0.0167, -0.0334, -0.0491, -0.0315, 0.0014, 0.0215, 0.0577, 0.0758, 0.0262, 0.0277, 0.0329, 0.0196, 0.0143, -0.0134, -0.02, -0.0439, -0.0439, -0.02, -0.0286, -0.0343, -0.0677, -0.0587, -0.0324, -0.0343, -0.0467, -0.0434, -0.0234, 0.0529, -0.0138, -0.0095, -0.0396, -0.011, -0.0081, 0.0248, 0.0248, 0.0052, 0.0105, 0.0753, 0.0587, 0.073, 0.082, 0.0682, 0.0897, 0.0434, 0.0725, 0.0725, 0.0491, 0.1249, 0.1178, 0.1359, 0.1173, 0.1111, 0.093, 0.082, 0.0873, 0.1016, 0.1092, 0.1082, 0.1202, 0.0792, -0.0129, -0.0138, -0.0267, -0.03, -0.0558, -0.0792, -0.0701, -0.0372, -0.0267]}
{"unit_id": "orig:1891943995812741308", "ticker_idx": 0, "ts": "2025-02-18T20:12:53+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel to the moon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish INTC: 18A node will be best ever, Jim Keller as CEO + Tenstorrent acquisition would unlock mobile/AI upside; $1T valuation target.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Intel is a 1 trillion dollar company. \nJim Keller knows this. The board is fucking retarded. 18A will be the best process node of all time. \n\nThey need to install Jim Keller as CEO & buy out Tensortorrent. It will give Intel a foot hold in the growing mobile and AI sector. \n\nIntel to the moon.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13837163536451458, "ret_signed_m1d": -0.13837163536451458, "alpha_spy_m1d": -0.13544453500604836, "alpha_c_m1d": -0.12416509799525366, "bench_spy_m1d": -0.002927100358466217, "bench_c_m1d": -0.014206537369260919, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06097116150083204, "ret_signed_p1d": -0.06097116150083204, "alpha_spy_p1d": -0.06332597881543467, "alpha_c_p1d": -0.0653424267447481, "bench_spy_p1d": 0.0023548173146026308, "bench_c_p1d": 0.004371265243916067, "ret_p1w": -0.1606425599335053, "ret_signed_p1w": -0.1606425599335053, "alpha_spy_p1w": -0.13243287388308977, "alpha_c_p1w": -0.09050750789177442, "bench_spy_p1w": -0.028209686050415517, "bench_c_p1w": -0.07013505204173087, "ret_p1m": -0.11938658719543005, "ret_signed_p1m": -0.11938658719543005, "alpha_spy_p1m": -0.04684257942123338, "alpha_c_p1m": -0.0069441776129006705, "bench_spy_p1m": -0.07254400777419667, "bench_c_p1m": -0.11244240958252938, "ret_p3m": -0.20920042606506517, "ret_signed_p3m": -0.20920042606506517, "alpha_spy_p3m": -0.18384839889679827, "alpha_c_p3m": -0.17095207920119837, "bench_spy_p3m": -0.0253520271682669, "bench_c_p3m": -0.0382483468638668, "ret_p6m": -0.1887550270719559, "ret_signed_p6m": -0.1887550270719559, "alpha_spy_p6m": -0.249675506327787, "alpha_c_p6m": -0.364619583024396, "bench_spy_p6m": 0.060920479255831106, "bench_c_p6m": 0.1758645559524401, "ret_p1y": 0.7612268256091399, "ret_signed_p1y": 0.7612268256091399, "alpha_spy_p1y": 0.6400679976228849, "alpha_c_p1y": 0.269322415053705, "bench_spy_p1y": 0.12115882798625499, "bench_c_p1y": 0.4919044105554349, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11938658719543005, "alpha_spy_stated": -0.04684257942123338, "alpha_c_stated": -0.0069441776129006705, "price_path": [-0.1077, -0.1055, -0.092, -0.1219, -0.1365, -0.1365, -0.1219, -0.1263, -0.1796, -0.1982, -0.2406, -0.2362, -0.2402, -0.264, -0.2654, -0.2413, -0.2574, -0.2395, -0.2537, -0.2954, -0.3041, -0.2873, -0.2625, -0.2552, -0.2552, -0.2537, -0.2589, -0.2764, -0.268, -0.268, -0.2618, -0.2494, -0.2746, -0.2694, -0.2742, -0.2742, -0.3008, -0.299, -0.299, -0.28, -0.2819, -0.2154, -0.2154, -0.2052, -0.2019, -0.2125, -0.2395, -0.2592, -0.2771, -0.2789, -0.2694, -0.2906, -0.2924, -0.2957, -0.2826, -0.2924, -0.3027, -0.2782, -0.2344, -0.1793, -0.119, -0.1384, -0.1384, 0.0, -0.061, -0.0475, -0.092, -0.1139, -0.1606, -0.1413, -0.157, -0.1336, -0.1698, -0.2212, -0.2402, -0.2424, -0.2464, -0.2724, -0.2778, -0.245, -0.1347, -0.1219, -0.0621, -0.0537, -0.1194, -0.1252, -0.1143, -0.1157, -0.1165, -0.1449, -0.1376, -0.1709, -0.1709, -0.195, -0.1975, -0.1811, -0.2753, -0.2855, -0.3381, -0.2139, -0.2742, -0.2793, -0.2585, -0.2753, -0.2979, -0.3089, -0.3089, -0.3122, -0.2877, -0.2483, -0.2154, -0.268, -0.2512, -0.2574, -0.2662, -0.2705, -0.2472, -0.2599, -0.272, -0.2585, -0.2333, -0.218, -0.1902, -0.1763, -0.2143, -0.2132, -0.2092, -0.2194, -0.2234, -0.2446, -0.2497, -0.268, -0.268, -0.2497, -0.2563, -0.2607, -0.2862, -0.2793, -0.2592, -0.2607, -0.2702, -0.2676, -0.2523, -0.1939, -0.245, -0.2417, -0.2647, -0.2428, -0.2406, -0.2154, -0.2154, -0.2304, -0.2264, -0.1767, -0.1895, -0.1785, -0.1716, -0.1822, -0.1658, -0.2012, -0.1789, -0.1789, -0.1968, -0.1387, -0.1442, -0.1303, -0.1446, -0.1493, -0.1632, -0.1716, -0.1676, -0.1566, -0.1508, -0.1515, -0.1424, -0.1738, -0.2442, -0.245, -0.2548, -0.2574, -0.2771, -0.295, -0.2881, -0.2629, -0.2548, -0.2782, -0.2716, -0.2461, -0.2037, -0.1888]}
{"unit_id": "quote:1897437442506154466", "ticker_idx": 0, "ts": "2025-03-06T00:01:53+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I keep hearing this common trope from tech twitter that ASML is some sort of giant that can't be stopped. Here is my counter argument", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ASML: disputes monopoly narrative — key components outsourced, EUV optics replicable, wavelength physics limits future scaling.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "I keep hearing this common trope from tech twitter that ASML is some sort of giant that can’t be stopped. \n\nHere is my counter argument: \n\nPhotolithography is still very much classical optics - we’ve made many advancements in the field since then. Most of the top labs in the country can do everything ASML does. In fact Lawrence Berkeley National Lab is where most of the EUV optics were qualified. In addition to this, contrary to popular belief ASML doesn’t make most of the parts in their own machine. \n\nThe optics are done by Zeiss, the source is another company, the stages use an amalgamation of various components from different suppliers. Even their own research & development is mostly done by IMEC in Belgium. There is no agreement that Zeiss has that they can only sell EUV mirrors to ASML. Various other techniques for generating EUV light are starting to be commercialized & so on. \n\nFundamentally the question comes down to investment and time. It’s not that we can’t compete it’s do we really want to deal with 10 years of pain in order to do so? ASML is stuck on 13.5 nm light, they know they can’t go lower, increasing source power and numerical aperture will hit a wall in our lifetimes. \n\nWhat will happen next?", "reply_text": null, "parent_text": null, "quoted_text": "$ASML is the strongest monopoly the market just ignores.\n\nIts order book hit all time highs last quarter yet the stock got hammered down.\n\nHere is my full investment thesis: 🧵 https://t.co/cknDPOBjIE", "parent_author": null, "ret_m1d": 0.004029803356760064, "ret_signed_m1d": -0.004029803356760064, "alpha_spy_m1d": 0.01404215146682164, "alpha_c_m1d": 0.039741193750732595, "bench_spy_m1d": 0.018071954823581704, "bench_c_m1d": 0.04377099710749266, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005970140454983008, "ret_signed_p1d": 0.005970140454983008, "alpha_spy_p1d": 0.011575134696932166, "alpha_c_p1d": 0.03013068620445014, "bench_spy_p1d": 0.005604994241949157, "bench_c_p1d": 0.024160545749467133, "ret_p1w": -0.04119400598414147, "ret_signed_p1w": 0.04119400598414147, "alpha_spy_p1w": 0.004019782453831944, "alpha_c_p1w": 0.04014754138185472, "bench_spy_p1w": -0.037174223530309525, "bench_c_p1w": -0.0010464646022867452, "ret_p1m": -0.1580596850086322, "ret_signed_p1m": 0.1580596850086322, "alpha_spy_p1m": 0.042975304415344806, "alpha_c_p1m": -0.019299489904241907, "bench_spy_p1m": -0.1150843805932874, "bench_c_p1m": -0.17735917491287412, "ret_p3m": -0.0221831237925858, "ret_signed_p3m": 0.0221831237925858, "alpha_spy_p3m": 0.06613758229299505, "alpha_c_p3m": 0.1541787615966035, "bench_spy_p3m": 0.043954458500409244, "bench_c_p3m": 0.13199563780401768, "ret_p6m": -0.044359154969146664, "ret_signed_p6m": 0.044359154969146664, "alpha_spy_p6m": 0.17739885516894405, "alpha_c_p6m": 0.3651800885512375, "bench_spy_p6m": 0.13303970019979738, "bench_c_p6m": 0.32082093358209085, "ret_p1y": 0.881084831280021, "ret_signed_p1y": -0.881084831280021, "alpha_spy_p1y": -0.6755821421662058, "alpha_c_p1y": 0.0033665614281417344, "bench_spy_p1y": 0.2055026891138152, "bench_c_p1y": 0.8844513927081628, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1580596850086322, "alpha_spy_stated": 0.042975304415344806, "alpha_c_stated": -0.019299489904241907, "price_path": [0.0053, -0.0017, 0.0102, 0.0176, 0.0242, 0.0246, 0.0476, 0.0683, 0.0288, 0.0218, 0.0184, 0.0254, 0.0254, 0.0254, 0.02, 0.0007, 0.0108, 0.0108, 0.0276, 0.0246, 0.1137, 0.0997, 0.0787, 0.093, 0.0802, 0.0596, 0.0614, 0.0614, 0.1101, 0.1007, 0.114, 0.0908, 0.1142, 0.0653, 0.0436, -0.0296, -0.037, 0.0165, 0.0525, 0.0763, 0.0573, 0.061, 0.0516, 0.0653, 0.047, 0.0701, 0.08, 0.0722, 0.1013, 0.0928, 0.0863, 0.069, 0.0709, 0.0596, 0.0599, 0.0649, 0.0415, 0.0664, 0.0434, 0.0128, 0.0303, -0.0142, 0.004, 0.0, -0.006, -0.0463, -0.0567, -0.0366, -0.0412, -0.0213, -0.013, -0.0061, 0.0046, 0.0037, -0.0139, 0.0069, 0.007, -0.0191, -0.041, -0.0663, -0.0955, -0.0751, -0.0801, -0.1363, -0.1581, -0.1791, -0.1436, -0.1727, -0.1379, -0.1384, -0.1194, -0.0964, -0.1433, -0.1579, -0.1579, -0.1579, -0.1625, -0.133, -0.1169, -0.1183, -0.1249, -0.1241, -0.1279, -0.1279, -0.0884, -0.0915, -0.0994, -0.0946, -0.056, -0.0616, -0.0015, 0.0236, 0.028, 0.0214, 0.0007, -0.0083, -0.0119, -0.0048, -0.0166, -0.0379, -0.0208, -0.0027, -0.0107, -0.0036, -0.021, -0.0325, -0.0222, -0.0232, -0.0133, -0.0005, 0.0182, 0.0248, 0.0334, 0.013, -0.005, 0.0033, -0.0029, -0.0044, -0.0222, -0.0262, 0.0012, 0.0352, 0.0398, 0.0142, 0.0218, 0.0145, 0.0004, 0.0145, 0.0137, -0.0128, 0.0055, 0.0164, 0.0178, 0.0331, 0.0239, 0.029, 0.0572, -0.0631, -0.0265, -0.0515, -0.0656, -0.0981, -0.0918, -0.0779, -0.0943, -0.0568, -0.0648, -0.058, -0.0796, -0.1068, -0.0957, -0.1037, -0.11, -0.0832, -0.0739, -0.0588, -0.0484, -0.0384, -0.0349, -0.0442, -0.0412, -0.0358, -0.042, -0.0475, -0.0299, -0.0292, -0.0233, -0.0089, -0.0178, -0.0444]}
{"unit_id": "thread:1884020663280886199", "ticker_idx": 0, "ts": "2025-01-27T23:28:24+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm not bullish on Nvidia for inference or inference chips/startups in general", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Not bullish on NVDA for inference: hyperscalers building own silicon (MTIA, Inferentia, TPUs, Maia) undercut Nvidia on performance/watt, threatening its inference market.", "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": "I’m not bullish on Nvidia for inference or inference chips/startups in general. Every hyper scalar has their own silicon teams working on these. \n\nMeta has MTIA chip, AWS Inferentia, Google has TPUs, Microsoft is making Azure Maia chips. I’d inference is scaling even more a case that they move away from Nvidia who isn’t good on performance/watt for this.\n\n---\n\nSo as an inference startup. Your not competing just with Nvidia you’re competing with every one of the hyper scalars internal design teams & they know the workloads better than you.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08194450746444415, "ret_signed_m1d": 0.08194450746444415, "alpha_spy_m1d": 0.07342518657012653, "alpha_c_m1d": 0.06264734178180498, "bench_spy_m1d": -0.008519320894317617, "bench_c_m1d": -0.019297165682639172, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04101099375503725, "ret_signed_p1d": 0.04101099375503725, "alpha_spy_p1d": 0.03652802705678215, "alpha_c_p1d": 0.03718484037406744, "bench_spy_p1d": -0.0044829666982550975, "bench_c_p1d": -0.00382615338096981, "ret_p1w": -0.08016140017578732, "ret_signed_p1w": 0.08016140017578732, "alpha_spy_p1w": 0.07562883268687715, "alpha_c_p1w": 0.08440348684446985, "bench_spy_p1w": -0.0045325674889101775, "bench_c_p1w": 0.004242086668682532, "ret_p1m": 0.017753118956867375, "ret_signed_p1m": -0.017753118956867375, "alpha_spy_p1m": -0.03426237756573669, "alpha_c_p1m": -0.003737682191903957, "bench_spy_p1m": -0.016509258608869315, "bench_c_p1m": 0.014015436764963418, "ret_p3m": -0.13931155069913892, "ret_signed_p3m": 0.13931155069913892, "alpha_spy_p3m": 0.05292299350911922, "alpha_c_p3m": 0.02086700369657668, "bench_spy_p3m": -0.0863885571900197, "bench_c_p3m": -0.11844454700256224, "ret_p6m": 0.32419214909151095, "ret_signed_p6m": -0.32419214909151095, "alpha_spy_p6m": -0.268812198819641, "alpha_c_p6m": -0.13221875761833424, "bench_spy_p6m": 0.05537995027186993, "bench_c_p6m": 0.1919733914731767, "ret_p1y": 0.450508910027541, "ret_signed_p1y": -0.450508910027541, "alpha_spy_p1y": -0.2919550020808577, "alpha_c_p1y": 0.20323814982573007, "bench_spy_p1y": 0.15855390794668334, "bench_c_p1y": 0.6537470598532711, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.017753118956867375, "alpha_spy_stated": -0.03426237756573669, "alpha_c_stated": -0.003737682191903957, "price_path": [0.0292, 0.0496, 0.0547, 0.0846, 0.1288, 0.1541, 0.1444, 0.1261, 0.1495, 0.1339, 0.1377, 0.1006, 0.0864, 0.1396, 0.1309, 0.137, 0.1004, 0.0544, 0.0614, 0.0492, 0.0492, 0.0717, 0.0747, 0.0873, 0.1251, 0.1246, 0.1043, 0.0761, 0.0471, 0.08, 0.0647, 0.0408, 0.0233, 0.0109, -0.0006, 0.0131, 0.0443, 0.0828, 0.0871, 0.0871, 0.0848, 0.0622, 0.0659, 0.0411, 0.0411, 0.0723, 0.12, 0.1585, 0.0864, 0.0862, 0.0862, 0.0536, 0.0329, 0.0215, 0.0562, 0.0355, 0.0676, 0.0676, 0.0918, 0.1402, 0.1413, 0.1057, -0.0819, 0.0, -0.041, -0.0336, -0.0692, -0.0956, -0.0802, -0.0323, -0.0024, 0.0066, 0.0355, 0.0295, 0.0167, 0.0488, 0.0764, 0.0764, 0.0807, 0.0794, 0.0862, 0.0422, 0.01, -0.0183, 0.0178, -0.0685, -0.0316, -0.1157, -0.1008, -0.0906, -0.1428, -0.1264, -0.1706, -0.1568, -0.1026, -0.1039, -0.0567, -0.0733, -0.105, -0.0888, -0.081, -0.0874, -0.0587, -0.0643, -0.118, -0.1361, -0.1497, -0.1597, -0.146, -0.1439, -0.2107, -0.2688, -0.243, -0.2534, -0.1136, -0.166, -0.1399, -0.1416, -0.1301, -0.1899, -0.2131, -0.2131, -0.2486, -0.2333, -0.2037, -0.1748, -0.1393, -0.157, -0.1547, -0.1555, -0.1347, -0.1123, -0.1175, -0.1197, -0.0924, -0.09, -0.0956, -0.0464, 0.0074, 0.0493, 0.0454, 0.0498, 0.0511, 0.0419, 0.0219, 0.0299, 0.0179, 0.0179, 0.0506, 0.0452, 0.0792, 0.0477, 0.0651, 0.0949, 0.1003, 0.0854, 0.0988, 0.1058, 0.1162, 0.1075, 0.1243, 0.1008, 0.1219, 0.1175, 0.128, 0.128, 0.1154, 0.1179, 0.1468, 0.1965, 0.202, 0.2232, 0.225, 0.1887, 0.2193, 0.2355, 0.2355, 0.227, 0.2406, 0.2629, 0.2724, 0.2788, 0.2722, 0.3236, 0.3288, 0.3414, 0.3368, 0.3288, 0.2951, 0.3242]}
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{"unit_id": "thread:1883949406090903611", "ticker_idx": 2, "ts": "2025-01-27T18:45:15+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Apple probably gets stronger negotiation power for the capacity now & swoops it up for a song. Probably will become the leading inference platform for consumers", "tweet_type": "prediction", "timeline": "quarters", "summary": "Nvidia GPU order delays hurt TSMC most and SK Hynix via HBM4 slowdown; Apple benefits by scooping cheap 2nm capacity and becoming the leading consumer inference platform.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "self_thread", "lang": "en", "tweet_text": "As the orders of Nvidia GPUs inevitably get delayed, reduced, or pulled entirely by hyper scalers there will be insane knock on effects.\n\nApple & Nvidia accounted for like 8% of upcoming 2 nm capacity. That 30k dollar a wafer price is coming down… TSMC will probably be most hurt followed by SK Hynix as HBM4 development gets delayed. \n\nApple probably gets stronger negotiation power for the capacity now & swoops it up for a song. Probably will become the leading inference platform for consumers.\n\n---\n\n80% lol sorry", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030801409175325922, "ret_signed_m1d": -0.030801409175325922, "alpha_spy_m1d": -0.04514972895735325, "alpha_c_m1d": -0.08234601736627645, "bench_spy_m1d": 0.01434831978202733, "bench_c_m1d": 0.051544608190950525, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0365439462721342, "ret_signed_p1d": 0.0365439462721342, "alpha_spy_p1d": 0.02795142291403696, "alpha_c_p1d": 0.009870870692614941, "bench_spy_p1d": 0.008592523358097237, "bench_c_p1d": 0.026673075579519256, "ret_p1w": -0.008048517447105996, "ret_signed_p1w": -0.008048517447105996, "alpha_spy_p1w": -0.005379168588213301, "alpha_c_p1w": -0.008619814269249626, "bench_spy_p1w": -0.002669348858892695, "bench_c_p1w": 0.0005712968221436299, "ret_p1m": 0.07592278463177693, "ret_signed_p1m": 0.07592278463177693, "alpha_spy_p1m": 0.08448164593884433, "alpha_c_p1m": 0.07179216049118242, "bench_spy_p1m": -0.0085588613070674, "bench_c_p1m": 0.004130624140594508, "ret_p3m": -0.09249501836226293, "ret_signed_p3m": -0.09249501836226293, "alpha_spy_p3m": -0.007346601343517056, "alpha_c_p3m": 0.0032087307908861273, "bench_spy_p3m": -0.08514841701874587, "bench_c_p3m": -0.09570374915314905, "ret_p6m": -0.0650083766070696, "ret_signed_p6m": -0.0650083766070696, "alpha_spy_p6m": -0.12047732574723213, "alpha_c_p6m": -0.2061699575687298, "bench_spy_p6m": 0.05546894914016254, "bench_c_p6m": 0.1411615809616602, "ret_p1y": 0.1360641978729824, "ret_signed_p1y": 0.1360641978729824, "alpha_spy_p1y": -0.029271056993799283, "alpha_c_p1y": -0.14355451915545703, "bench_spy_p1y": 0.1653352548667817, "bench_c_p1y": 0.27961871702843943, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": -0.09249501836226293, "alpha_spy_stated": -0.007346601343517056, "alpha_c_stated": 0.0032087307908861273, "price_path": [-0.0001, -0.0183, -0.0313, -0.0352, -0.029, -0.0321, -0.0114, -0.0126, -0.0245, -0.0245, -0.0206, -0.0071, -0.0211, -0.008, -0.0069, -0.0037, -0.0058, 0.0, 0.0131, 0.0226, 0.0221, 0.0221, 0.0325, 0.0423, 0.0556, 0.0572, 0.0573, 0.0565, 0.0735, 0.0779, 0.0723, 0.0787, 0.0795, 0.0921, 0.1028, 0.0791, 0.0867, 0.1072, 0.1105, 0.1233, 0.1233, 0.1269, 0.1119, 0.0972, 0.0894, 0.0894, 0.0609, 0.0587, 0.0659, 0.0537, 0.0559, 0.0559, 0.0304, 0.0198, 0.0149, 0.0348, -0.007, 0.0005, 0.0005, -0.0314, -0.0262, -0.027, -0.0308, 0.0, 0.0365, 0.0413, 0.0336, 0.0267, -0.008, 0.0128, 0.0114, 0.0146, -0.0097, -0.0085, 0.0131, 0.0316, 0.0519, 0.0653, 0.0653, 0.0647, 0.0665, 0.0707, 0.0694, 0.0762, 0.0759, 0.0468, 0.0335, 0.0533, 0.0367, 0.0275, 0.0267, 0.0249, 0.0412, -0.0093, -0.0382, -0.055, -0.0868, -0.0702, -0.068, -0.0737, -0.0626, -0.0675, -0.0494, -0.0387, -0.0255, -0.0352, -0.0251, -0.051, -0.0326, -0.028, -0.0249, -0.1151, -0.1796, -0.2097, -0.2491, -0.134, -0.1707, -0.137, -0.118, -0.1196, -0.1539, -0.1421, -0.1421, -0.1587, -0.1301, -0.1089, -0.0925, -0.0885, -0.0848, -0.0801, -0.0745, -0.0709, -0.1056, -0.1338, -0.1354, -0.1453, -0.1399, -0.1354, -0.0808, -0.0714, -0.074, -0.0779, -0.0787, -0.0895, -0.0979, -0.1187, -0.1219, -0.1484, -0.1484, -0.1269, -0.126, -0.128, -0.1241, -0.1204, -0.1135, -0.1155, -0.1251, -0.1107, -0.1215, -0.1162, -0.1331, -0.1313, -0.1433, -0.1347, -0.1468, -0.1427, -0.1427, -0.1234, -0.1213, -0.1265, -0.121, -0.1234, -0.1231, -0.1053, -0.0937, -0.0736, -0.0687, -0.0687, -0.0844, -0.0842, -0.0792, -0.0737, -0.0791, -0.0902, -0.0881, -0.0835, -0.0841, -0.0791, -0.0734, -0.065]}
{"unit_id": "quote:1892060671170220442", "ticker_idx": 0, "ts": "2025-02-19T03:56:31+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I agree with Bimbo research. I wish I could borrow more money to invest in Intel. Can someone please give me a loan I already took out a home equity line of credit.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly endorses bullish INTC thesis; leveraging up aggressively to buy more Intel.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I agree with Bimbo research. I wish I could borrow more money to invest in Intel. Can someone please give me a loan I already took out a home equity line of credit.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC at $19 might have been the buy of the century. MobilEye and Altera alone are $45B. Stock was trading at .85 price to book. Intel can literally still double and be undervalued. Cya at $60", "parent_author": null, "ret_m1d": 0.06493002025186057, "ret_signed_m1d": 0.06493002025186057, "alpha_spy_m1d": 0.06727930542905103, "alpha_c_m1d": 0.06928226069837962, "bench_spy_m1d": -0.0023492851771904633, "bench_c_m1d": -0.004352240446519051, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014385725082087575, "ret_signed_p1d": 0.014385725082087575, "alpha_spy_p1d": 0.018545869051387998, "alpha_c_p1d": 0.012598268917945132, "bench_spy_p1d": -0.004160143969300423, "bench_c_p1d": 0.0017874561641424425, "ret_p1w": -0.08553650522255352, "ret_signed_p1w": -0.08553650522255352, "alpha_spy_p1w": -0.05553300889471058, "alpha_c_p1w": -0.03299902169817437, "bench_spy_p1w": -0.030003496327842938, "bench_c_p1w": -0.05253748352437915, "ret_p1m": -0.06842924867295774, "ret_signed_p1m": -0.06842924867295774, "alpha_spy_p1m": 0.00896944289825874, "alpha_c_p1m": 0.04927496575516577, "bench_spy_p1m": -0.07739869157121648, "bench_c_p1m": -0.11770421442812351, "ret_p3m": -0.16874029037529759, "ret_signed_p3m": -0.16874029037529759, "alpha_spy_p3m": -0.14216212172184162, "alpha_c_p3m": -0.12471291110531624, "bench_spy_p3m": -0.02657816865345597, "bench_c_p3m": -0.04402737926998135, "ret_p6m": -0.0723172143335622, "ret_signed_p6m": -0.0723172143335622, "alpha_spy_p6m": -0.13084363571439694, "alpha_c_p6m": -0.24555105157108237, "bench_spy_p6m": 0.05852642138083475, "bench_c_p6m": 0.17323383723752017, "ret_p1y": 0.966951846935713, "ret_signed_p1y": 0.966951846935713, "alpha_spy_p1y": 0.8269682792714383, "alpha_c_p1y": 0.4013197540917235, "bench_spy_p1y": 0.13998356766427467, "bench_c_p1y": 0.5656320928439895, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06842924867295774, "alpha_spy_stated": 0.00896944289825874, "alpha_c_stated": 0.04927496575516577, "price_path": [-0.0474, -0.033, -0.0649, -0.0805, -0.0805, -0.0649, -0.0696, -0.1264, -0.1462, -0.1913, -0.1866, -0.1909, -0.2162, -0.2177, -0.1921, -0.2092, -0.1901, -0.2053, -0.2496, -0.2589, -0.2411, -0.2146, -0.2068, -0.2068, -0.2053, -0.2107, -0.2294, -0.2205, -0.2205, -0.2138, -0.2006, -0.2274, -0.222, -0.2271, -0.2271, -0.2554, -0.2535, -0.2535, -0.2333, -0.2352, -0.1645, -0.1645, -0.1536, -0.1501, -0.1614, -0.1901, -0.2111, -0.2302, -0.2321, -0.222, -0.2446, -0.2465, -0.25, -0.236, -0.2465, -0.2574, -0.2313, -0.1847, -0.126, -0.0618, -0.0824, -0.0824, 0.0649, 0.0, 0.0144, -0.033, -0.0564, -0.1061, -0.0855, -0.1023, -0.0774, -0.1159, -0.1707, -0.1909, -0.1932, -0.1975, -0.2251, -0.2309, -0.196, -0.0785, -0.0649, -0.0012, 0.0078, -0.0622, -0.0684, -0.0568, -0.0583, -0.0591, -0.0894, -0.0816, -0.117, -0.117, -0.1427, -0.1454, -0.1279, -0.2282, -0.2391, -0.2951, -0.1629, -0.2271, -0.2325, -0.2103, -0.2282, -0.2523, -0.264, -0.264, -0.2675, -0.2414, -0.1995, -0.1645, -0.2205, -0.2026, -0.2092, -0.2185, -0.2232, -0.1983, -0.2119, -0.2247, -0.2103, -0.1835, -0.1672, -0.1376, -0.1229, -0.1633, -0.1621, -0.1579, -0.1687, -0.173, -0.1956, -0.201, -0.2205, -0.2205, -0.201, -0.208, -0.2127, -0.2399, -0.2325, -0.2111, -0.2127, -0.2228, -0.2201, -0.2037, -0.1415, -0.196, -0.1925, -0.217, -0.1936, -0.1913, -0.1645, -0.1645, -0.1804, -0.1761, -0.1233, -0.1369, -0.1252, -0.1178, -0.1291, -0.1116, -0.1493, -0.1256, -0.1256, -0.1446, -0.0828, -0.0886, -0.0739, -0.089, -0.0941, -0.1089, -0.1178, -0.1135, -0.1019, -0.0956, -0.0964, -0.0867, -0.1201, -0.1952, -0.196, -0.2065, -0.2092, -0.2302, -0.2492, -0.2418, -0.215, -0.2065, -0.2313, -0.2243, -0.1971, -0.152, -0.1361, -0.0723]}
{"unit_id": "orig:1932845763836494255", "ticker_idx": 0, "ts": "2025-06-11T17:01:55+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I still believe. The only truly innovative company still in SV while also being fully consumer focused", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Apple as the only truly innovative consumer-focused SV company with best shot at on-device secure AI.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "Let apple cook. \n\nThe only truly innovative company still in SV while also being fully consumer focused not b2b bullshit & adware. \n\nIf anyone had a chance for cracking on device secure AI it is them… \n\nI still believe.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019569400439342077, "ret_signed_m1d": 0.019569400439342077, "alpha_spy_m1d": 0.01670937161673991, "alpha_c_m1d": 0.01736422805552862, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": 0.0022051723838134585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0021129385173963566, "ret_signed_p1d": 0.0021129385173963566, "alpha_spy_p1d": -0.0018612335326662066, "alpha_c_p1d": -0.007165598375818538, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": 0.009278536893214895, "ret_p1w": -0.011067475928977721, "ret_signed_p1w": -0.011067475928977721, "alpha_spy_p1w": -0.004548734547506039, "alpha_c_p1w": -0.016351579100488012, "bench_spy_p1w": -0.006518741381471682, "bench_c_p1w": 0.00528410317151029, "ret_p1m": 0.06856834986568816, "ret_signed_p1m": 0.06856834986568816, "alpha_spy_p1m": 0.024817463439956278, "alpha_c_p1m": -0.00243909587537261, "bench_spy_p1m": 0.04375088642573188, "bench_c_p1m": 0.07100744574106077, "ret_p3m": 0.19805802631489722, "ret_signed_p3m": 0.19805802631489722, "alpha_spy_p3m": 0.11593090097733505, "alpha_c_p3m": 0.09433443979875134, "bench_spy_p3m": 0.08212712533756217, "bench_c_p3m": 0.10372358651614588, "ret_p6m": 0.41508695284934194, "ret_signed_p6m": 0.41508695284934194, "alpha_spy_p6m": 0.27048762963088535, "alpha_c_p6m": 0.20044476164635272, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.21464219120298922, "ret_p1y": 0.5761043199909246, "ret_signed_p1y": 0.5761043199909246, "alpha_spy_p1y": 0.3037352572936338, "alpha_c_p1y": -0.022561338158579414, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.598665658149504, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06856834986568816, "alpha_spy_stated": 0.024817463439956278, "alpha_c_stated": -0.00243909587537261, "price_path": [0.0726, 0.0752, 0.0686, 0.0814, 0.0757, 0.0966, 0.109, 0.1241, 0.113, 0.1246, 0.0948, 0.116, 0.1213, 0.1248, 0.0208, -0.0536, -0.0883, -0.1337, -0.001, -0.0433, -0.0045, 0.0175, 0.0156, -0.024, -0.0104, -0.0104, -0.0295, 0.0035, 0.0279, 0.0469, 0.0514, 0.0558, 0.0611, 0.0676, 0.0717, 0.0317, -0.0008, -0.0027, -0.014, -0.0078, -0.0026, 0.0604, 0.0712, 0.0682, 0.0637, 0.0628, 0.0503, 0.0406, 0.0167, 0.013, -0.0177, -0.0177, 0.0072, 0.0083, 0.0059, 0.0104, 0.0147, 0.0226, 0.0203, 0.0093, 0.0259, 0.0134, 0.0196, 0.0, 0.0021, -0.0117, -0.0018, -0.0158, -0.0111, -0.0111, 0.0112, 0.0137, 0.0076, 0.014, 0.0112, 0.0116, 0.0321, 0.0455, 0.0687, 0.0743, 0.0743, 0.0562, 0.0565, 0.0622, 0.0686, 0.0623, 0.0495, 0.052, 0.0572, 0.0565, 0.0624, 0.0689, 0.0786, 0.0773, 0.0754, 0.076, 0.0768, 0.0628, 0.0517, 0.0442, 0.0181, 0.023, 0.0208, 0.0728, 0.1069, 0.1538, 0.1442, 0.1566, 0.1751, 0.1724, 0.1664, 0.1629, 0.1612, 0.1383, 0.1327, 0.1471, 0.1441, 0.1549, 0.1608, 0.1713, 0.1691, 0.1691, 0.157, 0.201, 0.2076, 0.2072, 0.1981, 0.1803, 0.1422, 0.1585, 0.1789, 0.1921, 0.1994, 0.2036, 0.1981, 0.2364, 0.2897, 0.2814, 0.2707, 0.2937, 0.2866, 0.2814, 0.2824, 0.2865, 0.295, 0.2995, 0.2928, 0.2917, 0.2997, 0.2794, 0.2353, 0.2473, 0.2479, 0.2558, 0.2463, 0.2706, 0.3207, 0.3234, 0.3017, 0.3073, 0.3237, 0.3538, 0.3548, 0.3583, 0.3669, 0.3617, 0.355, 0.36, 0.3605, 0.3587, 0.3521, 0.3583, 0.3876, 0.3786, 0.376, 0.3733, 0.3483, 0.3482, 0.3539, 0.3422, 0.3687, 0.391, 0.3963, 0.3992, 0.3992, 0.4058, 0.4272, 0.4428, 0.4325, 0.4151]}
{"unit_id": "quote:1896573292418658534", "ticker_idx": 0, "ts": "2025-03-03T14:48:04+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Everyone I know who is testing out the 18A PDK is telling me it's extremely competitive. Yield will be the make it or break it moment. I'd estimate they are around 40% yield right now but i expect they can match TSMC rumored 60% with less capacity.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC 18A: PDK feedback extremely competitive, yield path to match TSMC's ~60% is credible.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Everyone I know who is testing out the 18A PDK is telling me it’s extremely competitive. \n\nYield will be the make it or break it moment. I’d estimate they are around 40% yield right now but i expect they can match TSMC rumored 60% with less capacity.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC\n\nReuters has been out to get Intel with misleading claims about yield and now implies 18A is delayed. Intel is getting new IP verification done for 18A to be able to satisfy new customers. 18A is still ramping this year for PTL. And always 2H 26 volume for external.", "parent_author": null, "ret_m1d": 0.04353561042579912, "ret_signed_m1d": 0.04353561042579912, "alpha_spy_m1d": 0.025703315836794527, "alpha_c_m1d": -0.00022922500693844938, "bench_spy_m1d": 0.017832294589004594, "bench_c_m1d": 0.04376483543273757, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.062005270958838565, "ret_signed_p1d": -0.062005270958838565, "alpha_spy_p1d": -0.050168509310171805, "alpha_c_p1d": -0.07195993898282893, "bench_spy_p1d": -0.01183676164866676, "bench_c_p1d": 0.009954668023990365, "ret_p1w": -0.1235707781101798, "ret_signed_p1w": -0.1235707781101798, "alpha_spy_p1w": -0.08384631803940401, "alpha_c_p1w": -0.0855455358427244, "bench_spy_p1w": -0.03972446007077579, "bench_c_p1w": -0.038025242267455406, "ret_p1m": -0.030343031706358214, "ret_signed_p1m": -0.030343031706358214, "alpha_spy_p1m": 0.005822753781408507, "alpha_c_p1m": 0.016829732209916015, "bench_spy_p1m": -0.03616578548776672, "bench_c_p1m": -0.04717276391627423, "ret_p3m": -0.10949867177574413, "ret_signed_p3m": -0.10949867177574413, "alpha_spy_p3m": -0.12329693691125054, "alpha_c_p3m": -0.2039787240041545, "bench_spy_p3m": 0.013798265135506416, "bench_c_p3m": 0.09448005222841038, "ret_p6m": 0.07080037935604588, "ret_signed_p6m": 0.07080037935604588, "alpha_spy_p6m": -0.04096246301510931, "alpha_c_p6m": -0.25985742846734383, "bench_spy_p6m": 0.11176284237115519, "bench_c_p6m": 0.3306578078233897, "ret_p1y": 0.9991204723850053, "ret_signed_p1y": 0.9991204723850053, "alpha_spy_p1y": 0.8096979370973503, "alpha_c_p1y": 0.14344730407192485, "bench_spy_p1y": 0.18942253528765507, "bench_c_p1y": 0.8556731683130805, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030343031706358214, "alpha_spy_stated": 0.005822753781408507, "alpha_c_stated": 0.016829732209916015, "price_path": [-0.0343, -0.0853, -0.08, -0.0849, -0.1135, -0.1152, -0.0862, -0.1055, -0.084, -0.1011, -0.1513, -0.1618, -0.1416, -0.1117, -0.1029, -0.1029, -0.1011, -0.1073, -0.1284, -0.1183, -0.1183, -0.1108, -0.0959, -0.1262, -0.1201, -0.1258, -0.1258, -0.1579, -0.1557, -0.1557, -0.1328, -0.135, -0.055, -0.055, -0.0427, -0.0387, -0.0515, -0.084, -0.1077, -0.1293, -0.1315, -0.1201, -0.1456, -0.1478, -0.1517, -0.1359, -0.1478, -0.1601, -0.1306, -0.0778, -0.0114, 0.0611, 0.0378, 0.0378, 0.2045, 0.131, 0.1473, 0.0937, 0.0673, 0.011, 0.0343, 0.0154, 0.0435, 0.0, -0.062, -0.0849, -0.0875, -0.0923, -0.1236, -0.1302, -0.0906, 0.0422, 0.0576, 0.1297, 0.1398, 0.0607, 0.0536, 0.0668, 0.0651, 0.0642, 0.0299, 0.0387, -0.0013, -0.0013, -0.0303, -0.0334, -0.0136, -0.1271, -0.1394, -0.2027, -0.0532, -0.1258, -0.1319, -0.1069, -0.1271, -0.1544, -0.1675, -0.1675, -0.1715, -0.142, -0.0945, -0.055, -0.1183, -0.0981, -0.1055, -0.1161, -0.1214, -0.0932, -0.1086, -0.1231, -0.1069, -0.0765, -0.058, -0.0246, -0.0079, -0.0536, -0.0523, -0.0475, -0.0598, -0.0646, -0.0901, -0.0963, -0.1183, -0.1183, -0.0963, -0.1042, -0.1095, -0.1403, -0.1319, -0.1077, -0.1095, -0.1209, -0.1179, -0.0994, -0.029, -0.0906, -0.0866, -0.1143, -0.088, -0.0853, -0.055, -0.055, -0.073, -0.0682, -0.0084, -0.0237, -0.0106, -0.0022, -0.015, 0.0048, -0.0378, -0.011, -0.011, -0.0325, 0.0374, 0.0308, 0.0475, 0.0303, 0.0246, 0.0079, -0.0022, 0.0026, 0.0158, 0.0229, 0.022, 0.033, -0.0048, -0.0897, -0.0906, -0.1025, -0.1055, -0.1293, -0.1508, -0.1425, -0.1121, -0.1025, -0.1306, -0.1227, -0.0919, -0.0409, -0.0229, 0.0493, 0.08, 0.0405, 0.113, 0.0352, 0.0334, 0.0906, 0.0796, 0.0708]}
{"unit_id": "orig:1889356693689213159", "ticker_idx": 0, "ts": "2025-02-11T16:51:52+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel is worth a 200 billion dollars easily. I'm all in.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "All-in long INTC; author values it at $200B, implying significant upside from current levels.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Intel is worth a 200 billion dollars easily. I’m all in. https://t.co/gRjqG0g7P2", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05722455388096348, "ret_signed_m1d": -0.05722455388096348, "alpha_spy_m1d": -0.05646459074891852, "alpha_c_m1d": -0.05622404446834639, "bench_spy_m1d": -0.0007599631320449607, "bench_c_m1d": -0.00100050941261709, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07200764322010311, "ret_signed_p1d": 0.07200764322010311, "alpha_spy_p1d": 0.07522923052156016, "alpha_c_p1d": 0.07745044382806587, "bench_spy_p1d": -0.0032215873014570517, "bench_c_p1d": -0.005442800607962761, "ret_p1w": 0.30615165887036744, "ret_signed_p1w": 0.30615165887036744, "alpha_spy_p1w": 0.2959421028826732, "alpha_c_p1w": 0.2807384257566361, "bench_spy_p1w": 0.010209555987694241, "bench_c_p1w": 0.025413233113731337, "ret_p1m": -0.013829233079374892, "ret_signed_p1m": -0.013829233079374892, "alpha_spy_p1m": 0.06289186547656178, "alpha_c_p1m": 0.10363178484905788, "bench_spy_p1m": -0.07672109855593667, "bench_c_p1m": -0.11746101792843278, "ret_p3m": 0.02145926455290237, "ret_signed_p3m": 0.02145926455290237, "alpha_spy_p3m": 0.08633909140848162, "alpha_c_p3m": 0.12739436259216608, "bench_spy_p3m": -0.06487982685557925, "bench_c_p3m": -0.10593509803926371, "ret_p6m": -0.02670479181111629, "ret_signed_p6m": -0.02670479181111629, "alpha_spy_p6m": -0.07833090266748188, "alpha_c_p6m": -0.1737813294029007, "bench_spy_p6m": 0.05162611085636559, "bench_c_p6m": 0.1470765375917844, "ret_p1y": 1.3204578655576578, "ret_signed_p1y": 1.3204578655576578, "alpha_spy_p1y": 1.1604073736481884, "alpha_c_p1y": 0.6443096473134333, "bench_spy_p1y": 0.1600504919094694, "bench_c_p1y": 0.6761482182442244, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.013829233079374892, "alpha_spy_stated": 0.06289186547656178, "alpha_c_stated": 0.10363178484905788, "price_path": [0.1936, 0.1612, 0.1845, 0.154, 0.145, 0.1655, 0.1683, 0.186, 0.1469, 0.1278, 0.1278, 0.1469, 0.1412, 0.0715, 0.0472, -0.0081, -0.0024, -0.0076, -0.0386, -0.0405, -0.0091, -0.03, -0.0067, -0.0253, -0.0796, -0.0911, -0.0691, -0.0367, -0.0272, -0.0272, -0.0253, -0.032, -0.0548, -0.0439, -0.0439, -0.0358, -0.0196, -0.0525, -0.0458, -0.052, -0.052, -0.0868, -0.0844, -0.0844, -0.0596, -0.062, 0.0248, 0.0248, 0.0381, 0.0424, 0.0286, -0.0067, -0.0324, -0.0558, -0.0582, -0.0458, -0.0734, -0.0758, -0.0801, -0.0629, -0.0758, -0.0892, -0.0572, 0.0, 0.072, 0.1507, 0.1254, 0.1254, 0.3062, 0.2265, 0.2442, 0.186, 0.1574, 0.0963, 0.1216, 0.1011, 0.1316, 0.0844, 0.0172, -0.0076, -0.0105, -0.0157, -0.0496, -0.0567, -0.0138, 0.1302, 0.1469, 0.2251, 0.2361, 0.1502, 0.1426, 0.1569, 0.155, 0.154, 0.1168, 0.1264, 0.083, 0.083, 0.0515, 0.0482, 0.0696, -0.0534, -0.0668, -0.1354, 0.0267, -0.052, -0.0587, -0.0315, -0.0534, -0.083, -0.0973, -0.0973, -0.1016, -0.0696, -0.0181, 0.0248, -0.0439, -0.0219, -0.03, -0.0415, -0.0472, -0.0167, -0.0334, -0.0491, -0.0315, 0.0014, 0.0215, 0.0577, 0.0758, 0.0262, 0.0277, 0.0329, 0.0196, 0.0143, -0.0134, -0.02, -0.0439, -0.0439, -0.02, -0.0286, -0.0343, -0.0677, -0.0587, -0.0324, -0.0343, -0.0467, -0.0434, -0.0234, 0.0529, -0.0138, -0.0095, -0.0396, -0.011, -0.0081, 0.0248, 0.0248, 0.0052, 0.0105, 0.0753, 0.0587, 0.073, 0.082, 0.0682, 0.0897, 0.0434, 0.0725, 0.0725, 0.0491, 0.1249, 0.1178, 0.1359, 0.1173, 0.1111, 0.093, 0.082, 0.0873, 0.1016, 0.1092, 0.1082, 0.1202, 0.0792, -0.0129, -0.0138, -0.0267, -0.03, -0.0558, -0.0792, -0.0701, -0.0372, -0.0267]}
{"unit_id": "orig:1890434800651055451", "ticker_idx": 0, "ts": "2025-02-14T16:15:53+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big feeling that the Intel deal will be announced over the holiday break. I current have my entire life savings in it and I'm leverage 200:1.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long INTC with entire life savings at 200:1 leverage, expecting acquisition deal announcement over holiday break.", "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": "Big feeling that the Intel deal will be announced over the holiday break. Typically done like this to avoid front running. \n\nI current have my entire life savings in it and I’m leverage 200:1. Can’t go belly up.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02245757503093171, "ret_signed_m1d": 0.02245757503093171, "alpha_spy_m1d": 0.022408701111490847, "alpha_c_m1d": 0.02507063343884708, "bench_spy_m1d": 4.887391944086161e-05, "bench_c_m1d": -0.0026130584079153696, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.05381357784895857, "ret_signed_p1w": 0.05381357784895857, "alpha_spy_p1w": 0.06982161923783725, "alpha_c_p1w": 0.06406771111105902, "bench_spy_p1w": -0.01600804138887868, "bench_c_p1w": -0.010254133262100451, "ret_p1m": 0.0885593270680165, "ret_signed_p1m": 0.0885593270680165, "alpha_spy_p1m": 0.15834782212701592, "alpha_c_p1m": 0.18207421544097313, "bench_spy_p1m": -0.06978849505899942, "bench_c_p1m": -0.09351488837295663, "ret_p3m": -0.08813558856292358, "ret_signed_p3m": -0.08813558856292358, "alpha_spy_p3m": -0.05477089107059352, "alpha_c_p3m": -0.06996313688874822, "bench_spy_p3m": -0.033364697492330064, "bench_c_p3m": -0.01817245167417536, "ret_p6m": -0.125000030307446, "ret_signed_p6m": -0.125000030307446, "alpha_spy_p6m": -0.17423480218689968, "alpha_c_p6m": -0.28661211766601247, "bench_spy_p6m": 0.04923477187945369, "bench_c_p6m": 0.16161208735856647, "ret_p1y": 1.086864373047645, "ret_signed_p1y": 1.086864373047645, "alpha_spy_p1y": 0.9426505716433549, "alpha_c_p1y": 0.5074938147015413, "bench_spy_p1y": 0.1442138014042902, "bench_c_p1y": 0.5793705583461037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0885593270680165, "alpha_spy_stated": 0.15834782212701592, "alpha_c_stated": 0.18207421544097313, "price_path": [0.0254, 0.0174, 0.0356, 0.0381, 0.0538, 0.0191, 0.0021, 0.0021, 0.0191, 0.014, -0.0479, -0.0695, -0.1186, -0.1136, -0.1182, -0.1458, -0.1475, -0.1195, -0.1381, -0.1174, -0.1339, -0.1822, -0.1924, -0.1729, -0.1441, -0.1356, -0.1356, -0.1339, -0.1398, -0.1602, -0.1504, -0.1504, -0.1432, -0.1288, -0.1581, -0.1521, -0.1576, -0.1576, -0.1886, -0.1864, -0.1864, -0.1644, -0.1665, -0.0894, -0.0894, -0.0775, -0.0737, -0.086, -0.1174, -0.1403, -0.161, -0.1631, -0.1521, -0.1767, -0.1788, -0.1826, -0.1674, -0.1788, -0.1907, -0.1623, -0.1114, -0.0475, 0.0225, 0.0, 0.0, 0.1606, 0.0898, 0.1055, 0.0538, 0.0284, -0.0258, -0.0034, -0.0216, 0.0055, -0.0364, -0.0962, -0.1182, -0.1208, -0.1254, -0.1555, -0.1619, -0.1237, 0.0042, 0.0191, 0.0886, 0.0983, 0.022, 0.0153, 0.028, 0.0263, 0.0254, -0.0076, 0.0008, -0.0377, -0.0377, -0.0657, -0.0686, -0.0496, -0.1589, -0.1708, -0.2318, -0.0877, -0.1576, -0.1636, -0.1394, -0.1589, -0.1852, -0.1979, -0.1979, -0.2017, -0.1733, -0.1275, -0.0894, -0.1504, -0.1309, -0.1381, -0.1483, -0.1534, -0.1263, -0.1411, -0.1551, -0.1394, -0.1102, -0.0924, -0.0602, -0.0441, -0.0881, -0.0869, -0.0822, -0.0941, -0.0987, -0.1233, -0.1292, -0.1504, -0.1504, -0.1292, -0.1369, -0.1419, -0.1716, -0.1636, -0.1403, -0.1419, -0.153, -0.15, -0.1322, -0.0644, -0.1237, -0.1199, -0.1466, -0.1212, -0.1186, -0.0894, -0.0894, -0.1068, -0.1021, -0.0445, -0.0593, -0.0466, -0.0386, -0.0508, -0.0318, -0.0729, -0.047, -0.047, -0.0678, -0.0004, -0.0068, 0.0093, -0.0072, -0.0127, -0.0288, -0.0386, -0.0339, -0.0212, -0.0144, -0.0153, -0.0047, -0.0411, -0.1229, -0.1237, -0.1352, -0.1381, -0.161, -0.1818, -0.1737, -0.1445, -0.1352, -0.1623, -0.1547, -0.125]}
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{"unit_id": "quote:1894786987439063201", "ticker_idx": 0, "ts": "2025-02-26T16:29:55+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buying Intel is the single smartest thing you can do", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive long Intel call, endorsing 18A BSPDN progress at SPIE 2025 as catalyst.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Buying Intel is the single smartest thing you can do", "reply_text": null, "parent_text": null, "quoted_text": "in SPIE 2025 , intel show 18A BSPDN about information\n1)Yield ✔️\n2)Reliability ✔️\n3)Thermals✔️\n4)Debug Capability✔️\n\nnew old process recipe can mix production and wafer lots capacity allocation achieve reduce cost and increase benefit , it will HVM in Oregon Dev Fab H2 2025 🤓 https://t.co/3d25NlEC7T", "parent_author": null, "ret_m1d": -0.022534042360979667, "ret_signed_m1d": -0.022534042360979667, "alpha_spy_m1d": -0.022029708272537474, "alpha_c_m1d": 0.000310728780120062, "bench_spy_m1d": -0.0005043340884421932, "bench_c_m1d": -0.02284477114109973, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018282325544506706, "ret_signed_p1d": -0.018282325544506706, "alpha_spy_p1d": -0.0023206215217896897, "alpha_c_p1d": 0.04336159348783486, "bench_spy_p1d": -0.015961704022717016, "bench_c_p1d": -0.061643919032341565, "ret_p1w": -0.11522112836212761, "ret_signed_p1w": -0.11522112836212761, "alpha_spy_p1w": -0.09591223313048636, "alpha_c_p1w": -0.056079057796102005, "bench_spy_p1w": -0.019308895231641254, "bench_c_p1w": -0.059142070566025606, "ret_p1m": 0.004251716816473072, "ret_signed_p1m": 0.004251716816473072, "alpha_spy_p1m": 0.0475692118318668, "alpha_c_p1m": 0.11117486820263134, "bench_spy_p1m": -0.043317495015393725, "bench_c_p1m": -0.10692315138615827, "ret_p3m": -0.14753406263466795, "ret_signed_p3m": -0.14753406263466795, "alpha_spy_p3m": -0.12451147253976858, "alpha_c_p3m": -0.12136719983198752, "bench_spy_p3m": -0.023022590094899376, "bench_c_p3m": -0.026166862802680435, "ret_p6m": -0.0008503595822452192, "ret_signed_p6m": -0.0008503595822452192, "alpha_spy_p6m": -0.07621363936184189, "alpha_c_p6m": -0.17983475713289077, "bench_spy_p6m": 0.07536327977959667, "bench_c_p6m": 0.17898439755064555, "ret_p1y": 0.989370748506194, "ret_signed_p1y": 0.989370748506194, "alpha_spy_p1y": 0.8292200330148363, "alpha_c_p1y": 0.31195031228446535, "bench_spy_p1y": 0.16015071549135773, "bench_c_p1y": 0.6774204362217287, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.004251716816473072, "alpha_spy_stated": 0.0475692118318668, "alpha_c_stated": 0.11117486820263134, "price_path": [0.0225, 0.0174, -0.0446, -0.0663, -0.1156, -0.1105, -0.1152, -0.1429, -0.1446, -0.1165, -0.1352, -0.1144, -0.131, -0.1794, -0.1896, -0.1701, -0.1412, -0.1327, -0.1327, -0.131, -0.1369, -0.1573, -0.1475, -0.1475, -0.1403, -0.1259, -0.1552, -0.1492, -0.1548, -0.1548, -0.1858, -0.1837, -0.1837, -0.1616, -0.1637, -0.0863, -0.0863, -0.0744, -0.0706, -0.0829, -0.1144, -0.1373, -0.1582, -0.1603, -0.1492, -0.1739, -0.176, -0.1798, -0.1645, -0.176, -0.1879, -0.1594, -0.1084, -0.0442, 0.0259, 0.0034, 0.0034, 0.1645, 0.0935, 0.1093, 0.0574, 0.0319, -0.0225, 0.0, -0.0183, 0.0089, -0.0332, -0.0931, -0.1152, -0.1178, -0.1224, -0.1526, -0.159, -0.1207, 0.0077, 0.0225, 0.0923, 0.102, 0.0255, 0.0187, 0.0315, 0.0298, 0.0289, -0.0043, 0.0043, -0.0344, -0.0344, -0.0625, -0.0655, -0.0463, -0.156, -0.1679, -0.2292, -0.0846, -0.1548, -0.1607, -0.1365, -0.156, -0.1824, -0.1952, -0.1952, -0.199, -0.1705, -0.1246, -0.0863, -0.1475, -0.128, -0.1352, -0.1454, -0.1505, -0.1233, -0.1382, -0.1522, -0.1365, -0.1071, -0.0893, -0.057, -0.0408, -0.085, -0.0838, -0.0791, -0.091, -0.0957, -0.1203, -0.1263, -0.1475, -0.1475, -0.1263, -0.1339, -0.139, -0.1688, -0.1607, -0.1373, -0.139, -0.1501, -0.1471, -0.1293, -0.0612, -0.1207, -0.1169, -0.1437, -0.1182, -0.1156, -0.0863, -0.0863, -0.1037, -0.0991, -0.0412, -0.0561, -0.0434, -0.0353, -0.0476, -0.0285, -0.0697, -0.0438, -0.0438, -0.0646, 0.003, -0.0034, 0.0128, -0.0038, -0.0094, -0.0255, -0.0353, -0.0306, -0.0179, -0.0111, -0.0119, -0.0013, -0.0378, -0.1199, -0.1207, -0.1322, -0.1352, -0.1582, -0.179, -0.1709, -0.1416, -0.1322, -0.1594, -0.1518, -0.122, -0.0727, -0.0553, 0.0145, 0.0442, 0.006, 0.0761, 0.0009, -0.0009]}
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{"unit_id": "quote:1899923913104105871", "ticker_idx": 0, "ts": "2025-03-12T20:42:14+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All in on Intel", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Going all in on Intel following Lip-Bu Tan's appointment as CEO.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "With a name like Lip. 🫦 I’m glazing heavy. All in on Intel.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Intel named Lip-Bu Tan as CEO https://t.co/qSOwuPKxN0", "parent_author": null, "ret_m1d": -0.127426175550431, "ret_signed_m1d": -0.127426175550431, "alpha_spy_m1d": -0.14093682734619029, "alpha_c_m1d": -0.13184432229358423, "bench_spy_m1d": 0.013510651795759276, "bench_c_m1d": 0.004418146743153217, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014767867630974818, "ret_signed_p1d": 0.014767867630974818, "alpha_spy_p1d": -0.005888038504293425, "alpha_c_p1d": -0.0172066506921722, "bench_spy_p1d": 0.020655906135268243, "bench_c_p1d": 0.031974518323147016, "ret_p1w": 0.01097039296048341, "ret_signed_p1w": 0.01097039296048341, "alpha_spy_p1w": -0.014545574065992106, "alpha_c_p1w": -0.02319036656504525, "bench_spy_p1w": 0.025515967026475517, "bench_c_p1w": 0.03416075952552866, "ret_p1m": -0.16708864406509583, "ret_signed_p1m": -0.16708864406509583, "alpha_spy_p1m": -0.13830148870312664, "alpha_c_p1m": -0.08400959602781533, "bench_spy_p1m": -0.028787155361969186, "bench_c_p1m": -0.0830790480372805, "ret_p3m": -0.06835446359000341, "ret_signed_p3m": -0.06835446359000341, "alpha_spy_p3m": -0.16532995410782403, "alpha_c_p3m": -0.2620233366227157, "bench_spy_p3m": 0.09697549051782062, "bench_c_p3m": 0.1936688730327123, "ret_p6m": 0.03333329041128397, "ret_signed_p6m": 0.03333329041128397, "alpha_spy_p6m": -0.147447712558747, "alpha_c_p6m": -0.30248999264270804, "bench_spy_p6m": 0.18078100297003097, "bench_c_p6m": 0.335823283053992, "ret_p1y": 0.9198311618263739, "ret_signed_p1y": 0.9198311618263739, "alpha_spy_p1y": 0.6604638445059068, "alpha_c_p1y": 0.06305809120915873, "bench_spy_p1y": 0.25936731732046714, "bench_c_p1y": 0.8567730706172152, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16708864406509583, "alpha_spy_stated": -0.13830148870312664, "alpha_c_stated": -0.08400959602781533, "price_path": [-0.1211, -0.1376, -0.1857, -0.1958, -0.1764, -0.1477, -0.1392, -0.1392, -0.1376, -0.1435, -0.1637, -0.154, -0.154, -0.1468, -0.1325, -0.1616, -0.1557, -0.1612, -0.1612, -0.192, -0.1899, -0.1899, -0.1679, -0.17, -0.0932, -0.0932, -0.0814, -0.0776, -0.0899, -0.1211, -0.1439, -0.1646, -0.1667, -0.1557, -0.1802, -0.1823, -0.1861, -0.1709, -0.1823, -0.1941, -0.1658, -0.1152, -0.0515, 0.0181, -0.0042, -0.0042, 0.1557, 0.0852, 0.1008, 0.0494, 0.0241, -0.03, -0.0076, -0.0257, 0.0013, -0.0405, -0.1, -0.1219, -0.1245, -0.1291, -0.1591, -0.1654, -0.1274, 0.0, 0.0148, 0.084, 0.0937, 0.0177, 0.011, 0.0236, 0.0219, 0.0211, -0.0118, -0.0034, -0.0418, -0.0418, -0.0696, -0.0726, -0.0536, -0.1624, -0.1743, -0.235, -0.0916, -0.1612, -0.1671, -0.143, -0.1624, -0.1886, -0.2013, -0.2013, -0.2051, -0.1768, -0.1312, -0.0932, -0.154, -0.1346, -0.1418, -0.1519, -0.157, -0.13, -0.1447, -0.1586, -0.143, -0.1139, -0.0962, -0.0641, -0.0481, -0.092, -0.0907, -0.0861, -0.0979, -0.1025, -0.127, -0.1329, -0.154, -0.154, -0.1329, -0.1405, -0.1456, -0.1751, -0.1671, -0.1439, -0.1456, -0.1565, -0.1536, -0.1359, -0.0684, -0.1274, -0.1236, -0.1502, -0.1249, -0.1224, -0.0932, -0.0932, -0.1105, -0.1059, -0.0485, -0.0633, -0.0506, -0.0426, -0.0549, -0.0359, -0.0768, -0.0511, -0.0511, -0.0717, -0.0046, -0.011, 0.0051, -0.0114, -0.0169, -0.0329, -0.0426, -0.038, -0.0253, -0.0186, -0.0194, -0.0089, -0.0451, -0.1266, -0.1274, -0.1388, -0.1418, -0.1646, -0.1852, -0.1772, -0.1481, -0.1388, -0.1658, -0.1582, -0.1287, -0.0797, -0.0624, 0.0068, 0.0363, -0.0017, 0.0679, -0.0068, -0.0084, 0.0464, 0.0359, 0.0274, 0.0485, 0.0519, 0.0274, 0.0274, 0.0215, 0.0127, 0.0384, 0.0333]}
{"unit_id": "reply:1979207456547799433", "ticker_idx": 0, "ts": "2025-10-17T15:26:44+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "It's only the start. Next will be Broadcom & Nvidia networking. First slowly then all at once.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Intel's Maia 2 win is just the beginning; expects more major foundry orders from Broadcom and Nvidia networking to follow.", "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": "@zephyr_z9 It’s only the start. Next will be Broadcom & Nvidia networking. First slowly then all at once.", "reply_text": null, "parent_text": "Well\nGood news for Intel\nThey won the orders for Maia 2 (Microsoft)", "quoted_text": null, "parent_author": "zephyr_z9", "ret_m1d": -0.0045933038815190175, "ret_signed_m1d": -0.0045933038815190175, "alpha_spy_m1d": 0.0010508638288286853, "alpha_c_m1d": -0.00596422912256267, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": 0.0013709252410436523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029451505053263105, "ret_signed_p1d": 0.029451505053263105, "alpha_spy_p1d": 0.01905100479033983, "alpha_c_p1d": 0.01664626144503578, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.012805243608227324, "ret_p1w": 0.03431506391138517, "ret_signed_p1w": 0.03431506391138517, "alpha_spy_p1w": 0.014958960686121348, "alpha_c_p1w": 0.010075501935974174, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.024239561975410995, "ret_p1m": -0.06214534832124963, "ret_signed_p1m": -0.06214534832124963, "alpha_spy_p1m": -0.06407181630365366, "alpha_c_p1m": -0.054765586224506446, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.007379762096743181, "ret_p3m": 0.31640106539418, "ret_signed_p3m": 0.31640106539418, "alpha_spy_p3m": 0.2742422800823545, "alpha_c_p3m": 0.1800990578767272, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.1363020075174528, "ret_p6m": 0.7611457244312456, "ret_signed_p6m": 0.7611457244312456, "alpha_spy_p6m": 0.7225891322806717, "alpha_c_p6m": 0.4639444371027095, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.2972012873285361, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06214534832124963, "alpha_spy_stated": -0.06407181630365366, "alpha_c_stated": -0.054765586224506446, "price_path": [-0.3721, -0.3653, -0.3885, -0.4407, -0.4412, -0.4485, -0.4504, -0.465, -0.4782, -0.4731, -0.4545, -0.4485, -0.4658, -0.461, -0.442, -0.4107, -0.3996, -0.3553, -0.3364, -0.3607, -0.3161, -0.364, -0.365, -0.3299, -0.3367, -0.3421, -0.3286, -0.3264, -0.3421, -0.3421, -0.3459, -0.3515, -0.335, -0.3383, -0.3386, -0.3396, -0.3307, -0.335, -0.3494, -0.3307, -0.3172, -0.3272, -0.174, -0.2008, -0.2229, -0.2072, -0.1564, -0.0816, -0.0408, -0.0684, -0.0935, -0.0289, 0.0078, -0.0049, -0.0113, 0.0043, 0.0113, 0.0213, -0.0173, 0.0057, -0.0373, 0.0038, -0.0046, 0.0, 0.0295, 0.03, -0.0024, 0.0311, 0.0343, 0.0684, 0.1221, 0.117, 0.0851, 0.0805, 0.0673, 0.0005, 0.037, 0.0062, 0.0303, 0.0389, 0.0235, 0.0238, -0.0297, -0.0403, -0.0621, -0.0724, -0.0513, -0.0916, -0.0678, -0.033, -0.0319, -0.0054, -0.0054, 0.0959, 0.0811, 0.1745, 0.1824, 0.0943, 0.1189, 0.0889, 0.0943, 0.1019, 0.0675, 0.0216, 0.0135, 0.0081, -0.0259, -0.0197, -0.0051, -0.0173, -0.0178, -0.023, -0.023, -0.0219, -0.0089, 0.0078, -0.003, -0.003, 0.064, 0.0638, 0.0819, 0.1519, 0.1108, 0.2307, 0.1905, 0.2778, 0.3164, 0.3056, 0.2688, 0.2688, 0.3121, 0.4658, 0.4677, 0.2178, 0.1481, 0.187, 0.318, 0.3148, 0.2556, 0.3188, 0.3307, 0.3132, 0.3034, 0.3669, 0.3575, 0.2734, 0.3048, 0.2559, 0.2643, 0.2643, 0.2478, 0.2283, 0.2056, 0.1918, 0.1789, 0.2461, 0.2667, 0.2283, 0.2324, 0.2294, 0.1646, 0.2316, 0.2416, 0.1732, 0.2316, 0.264, 0.2964, 0.2226, 0.2367, 0.2364, 0.1905, 0.2167, 0.2478, 0.1854, 0.1891, 0.1905, 0.2748, 0.1916, 0.1654, 0.1129, 0.1924, 0.2978, 0.3613, 0.3613, 0.3721, 0.4296, 0.5928, 0.6677, 0.6855, 0.7611]}
{"unit_id": "quote:1979258751132586463", "ticker_idx": 0, "ts": "2025-10-17T18:50:33+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you asked me to put all my savings in one company and not check for the next 20 years it would be Apple.", "tweet_type": "prediction", "timeline": "years", "summary": "Highest-conviction long AAPL: would put all savings in and hold untouched for 20 years.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "If you asked me to put all my savings in one company and not check for the next 20 years it would be Apple.", "reply_text": null, "parent_text": null, "quoted_text": "Of all the places I've worked I think Apple was the most efficient\n\nEveryone mostly knew what the other frameworks did, very little infighting\n\nI could file a bug saying \"My mom would never figure this out\" and it would be addressed\n\nWe were all on the same page about the mission", "parent_author": null, "ret_m1d": -0.019184188295666704, "ret_signed_m1d": -0.019184188295666704, "alpha_spy_m1d": -0.013540020585319001, "alpha_c_m1d": -0.017429800821993302, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.0017543874736734022, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.039438767662544505, "ret_signed_p1d": 0.039438767662544505, "alpha_spy_p1d": 0.02903826739962123, "alpha_c_p1d": 0.028281314826757775, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.01115745283578673, "ret_p1w": 0.04173785220160431, "ret_signed_p1w": 0.04173785220160431, "alpha_spy_p1w": 0.022381748976340488, "alpha_c_p1w": 0.011668811894552045, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.030069040307052264, "ret_p1m": 0.06115688604507974, "ret_signed_p1m": 0.06115688604507974, "alpha_spy_p1m": 0.059230418062675705, "alpha_c_p1m": 0.06596371422432656, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.004806828179246825, "ret_p3m": 0.031400402439870634, "ret_signed_p3m": 0.031400402439870634, "alpha_spy_p3m": -0.010758382871954852, "alpha_c_p3m": 0.014457340913329952, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.01694306152654068, "ret_p6m": 0.02934744476883977, "ret_signed_p6m": 0.02934744476883977, "alpha_spy_p6m": -0.009209147381734173, "alpha_c_p6m": 0.004736570490482039, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.02461087427835773, "ret_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": [-0.1511, -0.1521, -0.1537, -0.1532, -0.1525, -0.1635, -0.1723, -0.1782, -0.1987, -0.1949, -0.1966, -0.1557, -0.1289, -0.092, -0.0995, -0.0897, -0.0752, -0.0773, -0.082, -0.0848, -0.0861, -0.1042, -0.1086, -0.0972, -0.0996, -0.0911, -0.0864, -0.0782, -0.0799, -0.0799, -0.0895, -0.0548, -0.0496, -0.0499, -0.0571, -0.0711, -0.1011, -0.0882, -0.0722, -0.0618, -0.056, -0.0527, -0.0571, -0.0269, 0.015, 0.0085, 0.0001, 0.0182, 0.0126, 0.0085, 0.0093, 0.0125, 0.0192, 0.0227, 0.0174, 0.0166, 0.0229, 0.0069, -0.0278, -0.0184, -0.0179, -0.0117, -0.0192, 0.0, 0.0394, 0.0415, 0.0244, 0.0289, 0.0417, 0.0655, 0.0662, 0.069, 0.0757, 0.0717, 0.0664, 0.0704, 0.0708, 0.0693, 0.0641, 0.069, 0.0921, 0.085, 0.0829, 0.0808, 0.0612, 0.0611, 0.0655, 0.0564, 0.0771, 0.0947, 0.0989, 0.1012, 0.1012, 0.1063, 0.1232, 0.1355, 0.1274, 0.1137, 0.1061, 0.1025, 0.0997, 0.1061, 0.1031, 0.1041, 0.0875, 0.0895, 0.0785, 0.0799, 0.0858, 0.0751, 0.0806, 0.0864, 0.0864, 0.0847, 0.0862, 0.0835, 0.0786, 0.0786, 0.0752, 0.0604, 0.0409, 0.0329, 0.0278, 0.0291, 0.0326, 0.0357, 0.0314, 0.0245, 0.0138, 0.0138, -0.0212, -0.0174, -0.0147, -0.0159, 0.0133, 0.0247, 0.0174, 0.0247, 0.0295, 0.0713, 0.0692, 0.097, 0.0947, 0.1035, 0.0906, 0.0869, 0.0941, 0.0394, 0.0158, 0.0158, 0.0479, 0.0498, 0.0348, 0.0507, 0.0571, 0.0807, 0.089, 0.084, 0.0491, 0.0513, 0.0474, 0.0425, 0.0337, 0.0224, 0.032, 0.0358, 0.0357, 0.0157, -0.0067, 0.004, 0.0096, -0.0074, -0.0113, -0.0152, -0.0013, -0.0007, 0.0032, 0.0043, -0.012, -0.0206, 0.0079, 0.0152, 0.0163, 0.0163, 0.028, 0.0067, 0.0282, 0.0345, 0.0344, 0.0293]}
{"unit_id": "orig:1981474066256318921", "ticker_idx": 0, "ts": "2025-10-23T21:33:26+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia will use Intel Fabs for advanced packaging", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Predicts NVIDIA will use Intel fabs for advanced packaging, implying a win for Intel.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Calling it here Nvidia will use Intel Fabs for advanced packaging.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0031347684355116368, "ret_signed_m1d": -0.0031347684355116368, "alpha_spy_m1d": 0.004971537034147766, "alpha_c_m1d": 0.014920820418122482, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.01805558885363412, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03291541735659398, "ret_signed_p1d": 0.03291541735659398, "alpha_spy_p1d": 0.021117752863809347, "alpha_c_p1d": 0.00785427118684412, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.02506114616974986, "ret_p1w": 0.04467092355537772, "ret_signed_p1w": 0.04467092355537772, "alpha_spy_p1w": 0.0375687171725787, "alpha_c_p1w": 0.010838380585236562, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": 0.033832542970141155, "ret_p1m": -0.0650469682124496, "ret_signed_p1m": -0.0650469682124496, "alpha_spy_p1m": -0.0524666516440877, "alpha_c_p1m": -0.030815487622953053, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.034231480589496543, "ret_p3m": 0.41718917789883125, "ret_signed_p3m": 0.41718917789883125, "alpha_spy_p3m": 0.4021647660237466, "alpha_c_p3m": 0.26898446257124853, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.14820471532758273, "ret_p6m": 0.716300915447651, "ret_signed_p6m": 0.716300915447651, "alpha_spy_p6m": 0.6638751301831003, "alpha_c_p6m": 0.39089335786389134, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.3254075575837596, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0650469682124496, "alpha_spy_stated": -0.0524666516440877, "alpha_c_stated": -0.030815487622953053, "price_path": [-0.4668, -0.4687, -0.4828, -0.4956, -0.4906, -0.4726, -0.4668, -0.4835, -0.4788, -0.4606, -0.4303, -0.4195, -0.3767, -0.3584, -0.3819, -0.3388, -0.3851, -0.3861, -0.3521, -0.3587, -0.3639, -0.3508, -0.3487, -0.3639, -0.3639, -0.3676, -0.373, -0.3571, -0.3602, -0.3605, -0.3615, -0.3529, -0.3571, -0.371, -0.3529, -0.3399, -0.3495, -0.2014, -0.2273, -0.2487, -0.2335, -0.1844, -0.1121, -0.0726, -0.0993, -0.1236, -0.0611, -0.0256, -0.0379, -0.0441, -0.029, -0.0222, -0.0125, -0.0499, -0.0277, -0.0692, -0.0295, -0.0376, -0.0332, -0.0047, -0.0042, -0.0355, -0.0031, 0.0, 0.0329, 0.0849, 0.0799, 0.0491, 0.0447, 0.0319, -0.0327, 0.0026, -0.0272, -0.0039, 0.0044, -0.0104, -0.0102, -0.0619, -0.0721, -0.0933, -0.1032, -0.0828, -0.1217, -0.0987, -0.065, -0.064, -0.0384, -0.0384, 0.0596, 0.0452, 0.1356, 0.1432, 0.058, 0.0818, 0.0528, 0.058, 0.0653, 0.0321, -0.0123, -0.0201, -0.0253, -0.0583, -0.0522, -0.0381, -0.0499, -0.0504, -0.0554, -0.0554, -0.0543, -0.0418, -0.0256, -0.0361, -0.0361, 0.0287, 0.0285, 0.046, 0.1136, 0.0739, 0.1899, 0.151, 0.2354, 0.2727, 0.2623, 0.2268, 0.2268, 0.2685, 0.4172, 0.419, 0.1774, 0.11, 0.1476, 0.2743, 0.2712, 0.2139, 0.2751, 0.2866, 0.2696, 0.2602, 0.3216, 0.3124, 0.2312, 0.2615, 0.2142, 0.2223, 0.2223, 0.2064, 0.1876, 0.1656, 0.1523, 0.1398, 0.2048, 0.2247, 0.1876, 0.1915, 0.1886, 0.1259, 0.1907, 0.2004, 0.1343, 0.1907, 0.222, 0.2534, 0.1821, 0.1957, 0.1954, 0.151, 0.1763, 0.2064, 0.146, 0.1497, 0.151, 0.2325, 0.152, 0.1267, 0.076, 0.1528, 0.2547, 0.3161, 0.3161, 0.3265, 0.3822, 0.54, 0.6123, 0.6296, 0.7027, 0.6669, 0.6964, 0.7894, 0.7894, 0.7163]}
{"unit_id": "quote:1958363189529174325", "ticker_idx": 0, "ts": "2025-08-21T02:59:03+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is bad for Nvidia, very bad. They have a monopoly on training but you can do inference on anything even a plain old CPU and if we are optimizing costs this means people will be more than willing to struggle and work with any inference stack", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NVDA: shift from training to inference optimization undermines Nvidia's monopoly as inference can run on any hardware including CPUs.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I don’t think people understand how big of a deal this is and what the ripple effects are. If OpenAI starts now pivoting from shipping big new models to focusing on infra and serving which they will have to do to be profitable btw this means\n\n1) Less resources dedicated to big training runs & the death of the $100 million dollar AI researcher who only knows PyTorch.\n2) More resources going to optimizing inference and that’s a huge sea change for hardware and the rise of the gigachad line rate byte parsers. \n\nThis is bad for Nvidia, very bad. They have a monopoly on training but you can do inference on anything even a plain old CPU and if we are optimizing costs this means people will be more than willing to struggle and work with any inference stack because any energy savings per token is billions in profit at this scale. Nvidia networking with BlueField and Infiniband is not the moat it looks like we can modify Ethernet to do much of the same thing and even better cause at the end of the day PHY is just a PHY and Fiber is just Fiber… \n\nThere is a huge opportunity here now and I’m not going to lie I saw this months ago and that’s why I named my company “Bubble Computing” @bubble_comp. Me & my team knew that the writing was on the wall the second Sam Altman started looking for HFT engineers of all places .. hmm.. wonder what AI inference and HFT have in common…\n\nThe bubble has popped, it’s picks and shovels all the way down & that’s what we are going to do. \n\nRIP AI Research Bubble 2023-2025", "reply_text": null, "parent_text": null, "quoted_text": "NEWS: OpenAI believes it will become a mini-hyper scaler like AWS in the future by renting out compute \n\n“I do think about it as a business down the line, for sure” - OpenAI CFO https://t.co/clsGMPOVgh", "parent_author": null, "ret_m1d": 0.0024003174926117143, "ret_signed_m1d": -0.0024003174926117143, "alpha_spy_m1d": 0.0016276517595432693, "alpha_c_m1d": 0.0028178498231310467, "bench_spy_m1d": 0.004027969252154984, "bench_c_m1d": 0.005218167315742761, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017202144384917073, "ret_signed_p1d": -0.017202144384917073, "alpha_spy_p1d": -0.0018453113438201552, "alpha_c_p1d": 0.004296598462732781, "bench_spy_p1d": 0.015356833041096918, "bench_c_p1d": 0.021498742847649854, "ret_p1w": 0.02966067322230126, "ret_signed_p1w": -0.02966067322230126, "alpha_spy_p1w": -0.008623823852990098, "alpha_c_p1w": 0.01006661896418537, "bench_spy_p1w": 0.02103684936931116, "bench_c_p1w": 0.03972729218648663, "ret_p1m": 0.009715221526627849, "ret_signed_p1m": -0.009715221526627849, "alpha_spy_p1m": 0.03747240476311764, "alpha_c_p1m": 0.08855937547644022, "bench_spy_p1m": 0.04718762628974549, "bench_c_p1m": 0.09827459700306806, "ret_p3m": 0.03651985835079352, "ret_signed_p3m": -0.03651985835079352, "alpha_spy_p3m": 0.004956000147597228, "alpha_c_p3m": 0.12291112712672736, "bench_spy_p3m": 0.04147585849839075, "bench_c_p3m": 0.15943098547752088, "ret_p6m": 0.04486521626564599, "ret_signed_p6m": -0.04486521626564599, "alpha_spy_p6m": 0.03398017236352402, "alpha_c_p6m": 0.3779020737057819, "bench_spy_p6m": 0.07884538862917001, "bench_c_p6m": 0.4227672899714279, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009715221526627849, "alpha_spy_stated": 0.03747240476311764, "alpha_c_stated": 0.08855937547644022, "price_path": [-0.2497, -0.2257, -0.2296, -0.2046, -0.2278, -0.2149, -0.193, -0.189, -0.2, -0.1901, -0.1849, -0.1773, -0.1837, -0.1713, -0.1887, -0.1731, -0.1764, -0.1686, -0.1686, -0.1779, -0.1761, -0.1548, -0.1181, -0.1141, -0.0985, -0.0971, -0.1239, -0.1013, -0.0894, -0.0894, -0.0957, -0.0856, -0.0692, -0.0622, -0.0575, -0.0623, -0.0245, -0.0206, -0.0113, -0.0147, -0.0206, -0.0454, -0.024, -0.0071, -0.0085, 0.0101, 0.003, 0.0245, 0.0165, -0.0072, 0.0287, 0.0187, 0.0254, 0.0331, 0.0441, 0.0405, 0.0467, 0.0378, 0.0402, 0.0313, 0.0402, 0.0038, 0.0024, 0.0, 0.0172, 0.0276, 0.0388, 0.0378, 0.0297, -0.0046, -0.0046, -0.024, -0.0249, -0.019, -0.0455, -0.0381, -0.0241, 0.0134, 0.0126, 0.0163, 0.0159, -0.0005, -0.0267, 0.0073, 0.0097, 0.0494, 0.0198, 0.0114, 0.0155, 0.0184, 0.0393, 0.0664, 0.0701, 0.0796, 0.0723, 0.0604, 0.0576, 0.0808, 0.1006, 0.0468, 0.0763, 0.0289, 0.0278, 0.0391, 0.0472, 0.0438, 0.0354, 0.0303, 0.0411, 0.0645, 0.0944, 0.1489, 0.1833, 0.1596, 0.1573, 0.1824, 0.1356, 0.1157, 0.0749, 0.0753, 0.1376, 0.104, 0.1076, 0.068, 0.0869, 0.0665, 0.0365, 0.066, 0.0324, 0.0223, 0.0433, 0.0163, 0.0302, 0.0302, 0.0116, 0.0283, 0.0371, 0.0264, 0.0481, 0.0426, 0.0605, 0.0572, 0.0504, 0.0341, 0.0003, 0.0076, 0.0158, -0.023, -0.0047, 0.0345, 0.0499, 0.0814, 0.078, 0.078, 0.089, 0.0758, 0.0719, 0.066, 0.066, 0.0794, 0.0752, 0.0702, 0.0809, 0.0576, 0.0566, 0.057, 0.062, 0.0468, 0.0691, 0.0644, 0.0644, 0.0178, 0.0478, 0.0565, 0.0726, 0.0658, 0.0775, 0.0946, 0.1003, 0.0924, 0.0609, 0.0307, -0.0044, -0.0176, 0.0597, 0.0862, 0.0776, 0.0862, 0.0685, 0.0449]}
{"unit_id": "reply:1948128578324910502", "ticker_idx": 0, "ts": "2025-07-23T21:10:22+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Oh Man U don't even know the half of what they have", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish META; implies the sEMG wristband is just a fraction of what Meta has in the pipeline.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ns123abc Oh Man U don’t even know the half of what they have", "reply_text": null, "parent_text": "META researchers are developing a wrist band that lets people control a computer using hand gestures \n\n> surface electromyography (sEMG) \n> can be used immediately without surgical intervention \n> simpler alternative to Neuralink \n> published the paper in Nature \n\nACCELERATE https://t.co/XSwLYOkoLk", "quoted_text": null, "parent_author": "ns123abc", "ret_m1d": -0.0017067556787341287, "ret_signed_m1d": -0.0017067556787341287, "alpha_spy_m1d": -0.0013758355398215683, "alpha_c_m1d": -4.9750136655091204e-05, "bench_spy_m1d": -0.00033092013891256045, "bench_c_m1d": -0.0016570055420790375, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0029658981254557792, "ret_signed_p1d": -0.0029658981254557792, "alpha_spy_p1d": -0.007190333961091366, "alpha_c_p1d": 0.006331680868549849, "bench_spy_p1d": 0.004224435835635587, "bench_c_p1d": -0.009297578994005629, "ret_p1w": 0.08203701114638329, "ret_signed_p1w": 0.08203701114638329, "alpha_spy_p1w": 0.08572518515784933, "alpha_c_p1w": 0.09326773956744194, "bench_spy_p1w": -0.003688174011466039, "bench_c_p1w": -0.011230728421058656, "ret_p1m": 0.05594574293687726, "ret_signed_p1m": 0.05594574293687726, "alpha_spy_p1m": 0.03878030640730157, "alpha_c_p1m": 0.03127485055049761, "bench_spy_p1m": 0.017165436529575695, "bench_c_p1m": 0.02467089238637965, "ret_p3m": 0.02653185669797309, "ret_signed_p3m": 0.02653185669797309, "alpha_spy_p3m": -0.03451785077523861, "alpha_c_p3m": -0.05104181782204642, "bench_spy_p3m": 0.0610497074732117, "bench_c_p3m": 0.07757367452001951, "ret_p6m": -0.13098088378812556, "ret_signed_p6m": -0.13098088378812556, "alpha_spy_p6m": -0.2274581114827755, "alpha_c_p6m": -0.19832699384316232, "bench_spy_p6m": 0.09647722769464995, "bench_c_p6m": 0.06734611005503677, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05594574293687726, "alpha_spy_stated": 0.03878030640730157, "alpha_c_stated": 0.03127485055049761, "price_path": [-0.2315, -0.2249, -0.2325, -0.2001, -0.1654, -0.1623, -0.179, -0.1657, -0.164, -0.1717, -0.1061, -0.0829, -0.0783, -0.0999, -0.1049, -0.1047, -0.1094, -0.1116, -0.1101, -0.1234, -0.1234, -0.1021, -0.1003, -0.0983, -0.0949, -0.0621, -0.0678, -0.0383, -0.043, -0.0247, -0.0298, -0.0181, -0.0296, -0.0307, -0.0454, -0.0177, -0.0246, -0.0266, -0.0266, -0.0454, -0.0228, -0.0036, -0.0086, 0.0158, 0.0263, 0.0326, 0.0062, -0.0017, 0.0059, 0.0059, 0.005, 0.0082, 0.0252, 0.0174, 0.0038, 0.0086, -0.0062, -0.0166, -0.0187, -0.0147, -0.0026, -0.014, -0.0017, 0.0, -0.003, 0.004, -0.0207, -0.0274, 0.082, 0.0493, 0.0861, 0.0681, 0.08, 0.0658, 0.0762, 0.0714, 0.1052, 0.0913, 0.0942, 0.0985, 0.0735, 0.0513, 0.0461, 0.034, 0.0559, 0.0539, 0.055, 0.0456, 0.0508, 0.0334, 0.0334, 0.0284, 0.0311, 0.0474, 0.0527, 0.0525, 0.0712, 0.052, 0.0505, 0.0571, 0.0698, 0.0898, 0.0852, 0.0916, 0.0889, 0.0712, 0.0575, 0.0649, 0.0484, 0.0412, 0.0407, 0.0281, 0.0042, 0.0178, -0.0053, 0.0019, -0.0017, 0.0049, 0.0269, -0.0126, 0.0019, -0.0079, 0.0045, -0.0031, 0.0036, 0.025, 0.0265, 0.0267, 0.0276, 0.0337, 0.0511, 0.052, 0.0523, -0.067, -0.0924, -0.1072, -0.1218, -0.1097, -0.1335, -0.1296, -0.1156, -0.1221, -0.1474, -0.1462, -0.1468, -0.1572, -0.1633, -0.1736, -0.1752, -0.1681, -0.1418, -0.1093, -0.113, -0.113, -0.0929, -0.1028, -0.0941, -0.1046, -0.0739, -0.0573, -0.0665, -0.0803, -0.0899, -0.0862, -0.0981, -0.0928, -0.0793, -0.09, -0.0691, -0.077, -0.0732, -0.0684, -0.0647, -0.0647, -0.0707, -0.0771, -0.067, -0.0752, -0.0752, -0.0887, -0.077, -0.0744, -0.0911, -0.0948, -0.085, -0.1005, -0.1158, -0.1376, -0.1302, -0.131]}
{"unit_id": "thread:1980637704686624798", "ticker_idx": 0, "ts": "2025-10-21T14:10:01+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big prediction for 2026. Intel will out perform Nvidia.", "tweet_type": "prediction", "timeline": "years", "summary": "Predicts Intel will outperform Nvidia in 2026; implicitly bullish INTC, relatively bearish NVDA.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Big prediction for 2026. Intel will out perform Nvidia.\n\n---\n\nAgain", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0005246709948604211, "ret_signed_m1d": -0.0005246709948604211, "alpha_spy_m1d": -0.0005396140969365915, "alpha_c_m1d": -0.006085106510298144, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": 0.005560435515437723, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03147955919630774, "ret_signed_p1d": -0.03147955919630774, "alpha_spy_p1d": -0.02628064313042866, "alpha_c_p1d": -0.012076192508635786, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.019403366687671952, "ret_p1w": 0.08945435317312866, "ret_signed_p1w": 0.08945435317312866, "alpha_spy_p1w": 0.0659623299018599, "alpha_c_p1w": 0.0378759944732634, "bench_spy_p1w": 0.023492023271268758, "bench_c_p1w": 0.05157835869986527, "ret_p1m": -0.07896113341743949, "ret_signed_p1m": -0.07896113341743949, "alpha_spy_p1m": -0.06606065255208171, "alpha_c_p1m": -0.061990457267771526, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.016970676149667963, "ret_p3m": 0.23189927597804405, "ret_signed_p3m": 0.23189927597804405, "alpha_spy_p3m": 0.19851015200777744, "alpha_c_p3m": 0.0687487218671694, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": 0.16315055411087465, "ret_p6m": 0.7035677927862791, "ret_signed_p6m": 0.7035677927862791, "alpha_spy_p6m": 0.6549517394758915, "alpha_c_p6m": 0.3875829236958819, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.31598486909039725, "ret_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": [-0.4063, -0.457, -0.4575, -0.4646, -0.4664, -0.4806, -0.4934, -0.4885, -0.4704, -0.4646, -0.4814, -0.4767, -0.4583, -0.4279, -0.4171, -0.3741, -0.3557, -0.3793, -0.336, -0.3825, -0.3835, -0.3494, -0.356, -0.3612, -0.3481, -0.346, -0.3612, -0.3612, -0.3649, -0.3704, -0.3544, -0.3576, -0.3578, -0.3589, -0.3502, -0.3544, -0.3683, -0.3502, -0.3371, -0.3468, -0.1981, -0.224, -0.2455, -0.2303, -0.181, -0.1083, -0.0687, -0.0955, -0.1199, -0.0572, -0.0215, -0.0338, -0.0401, -0.0249, -0.0181, -0.0084, -0.0459, -0.0236, -0.0653, -0.0254, -0.0336, -0.0291, -0.0005, 0.0, -0.0315, 0.001, 0.0042, 0.0373, 0.0895, 0.0845, 0.0535, 0.0491, 0.0362, -0.0286, 0.0068, -0.0231, 0.0003, 0.0087, -0.0063, -0.006, -0.058, -0.0682, -0.0895, -0.0994, -0.079, -0.118, -0.095, -0.0611, -0.0601, -0.0344, -0.0344, 0.064, 0.0496, 0.1403, 0.148, 0.0624, 0.0863, 0.0572, 0.0624, 0.0698, 0.0365, -0.0081, -0.016, -0.0212, -0.0543, -0.0483, -0.0341, -0.0459, -0.0464, -0.0514, -0.0514, -0.0504, -0.0378, -0.0215, -0.032, -0.032, 0.0331, 0.0328, 0.0504, 0.1183, 0.0784, 0.1949, 0.1558, 0.2406, 0.2781, 0.2676, 0.2319, 0.2319, 0.2739, 0.4231, 0.425, 0.1823, 0.1146, 0.1524, 0.2796, 0.2765, 0.219, 0.2804, 0.292, 0.2749, 0.2655, 0.3271, 0.3179, 0.2364, 0.2668, 0.2193, 0.2274, 0.2274, 0.2114, 0.1925, 0.1705, 0.1571, 0.1445, 0.2099, 0.2298, 0.1925, 0.1965, 0.1936, 0.1306, 0.1957, 0.2054, 0.139, 0.1957, 0.2272, 0.2587, 0.187, 0.2007, 0.2004, 0.1558, 0.1813, 0.2114, 0.1508, 0.1545, 0.1558, 0.2377, 0.1569, 0.1314, 0.0805, 0.1577, 0.26, 0.3216, 0.3216, 0.3321, 0.388, 0.5464, 0.6191, 0.6364, 0.7099, 0.6739, 0.7036]}
{"unit_id": "quote:1976041993789939877", "ticker_idx": 0, "ts": "2025-10-08T21:48:19+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am still short AMD and will be doubling that position tomorrow. Not one gigawatt cluster made of AMD GPUs will ever be built.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short AMD, doubling position; claims no gigawatt-scale GPU cluster will ever be built on AMD hardware.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I am still short AMD and will be doubling that position tomorrow. Not one gigawatt cluster made of AMD GPUs will ever be built.", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA CEO: \"I’m surprised that they ( $AMD) would give away 10% of the company before they even built it. And so anyhow, it’s clever, I guess.\" https://t.co/X4PbPiCkvc", "parent_author": null, "ret_m1d": 0.011464632126509278, "ret_signed_m1d": -0.011464632126509278, "alpha_spy_m1d": -0.008559240555629177, "alpha_c_m1d": -0.008973311930764893, "bench_spy_m1d": 0.0029053915708801004, "bench_c_m1d": 0.0024913201957443842, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07724679265022871, "ret_signed_p1d": 0.07724679265022871, "alpha_spy_p1d": 0.05021893047138304, "alpha_c_p1d": 0.019687665695942602, "bench_spy_p1d": -0.027027862178845674, "bench_c_p1d": -0.05755912695428611, "ret_p1w": 0.007170759471518684, "ret_signed_p1w": -0.007170759471518684, "alpha_spy_p1w": -0.022844982974308148, "alpha_c_p1w": -0.012703646955432468, "bench_spy_p1w": -0.015674223502789464, "bench_c_p1w": -0.005532887483913784, "ret_p1m": 0.0027909910180250463, "ret_signed_p1m": -0.0027909910180250463, "alpha_spy_p1m": -0.003074139701067291, "alpha_c_p1m": 0.00563874123111896, "bench_spy_p1m": -0.0002831486830422447, "bench_c_p1m": 0.008429732249144006, "ret_p3m": -0.07960837019503586, "ret_signed_p3m": 0.07960837019503586, "alpha_spy_p3m": 0.11342180620522146, "alpha_c_p3m": 0.20595503455370934, "bench_spy_p3m": 0.033813436010185605, "bench_c_p3m": 0.12634666435867348, "ret_p6m": -0.06608269753953422, "ret_signed_p6m": 0.06608269753953422, "alpha_spy_p6m": 0.04880558474650443, "alpha_c_p6m": 0.20608666322043245, "bench_spy_p6m": -0.017277112793029792, "bench_c_p6m": 0.14000396568089823, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0027909910180250463, "alpha_spy_stated": -0.003074139701067291, "alpha_c_stated": 0.00563874123111896, "price_path": [-0.3721, -0.3318, -0.3126, -0.3112, -0.3259, -0.3259, -0.3357, -0.3188, -0.3039, -0.2852, -0.2543, -0.2381, -0.2292, -0.2429, -0.2627, -0.2409, -0.2515, -0.2996, -0.2597, -0.2582, -0.2603, -0.2488, -0.2081, -0.223, -0.2378, -0.2437, -0.2849, -0.2907, -0.2971, -0.2797, -0.2986, -0.2846, -0.2824, -0.2761, -0.3017, -0.3017, -0.303, -0.3038, -0.3053, -0.351, -0.3499, -0.3309, -0.315, -0.3316, -0.3191, -0.308, -0.311, -0.3166, -0.3219, -0.3242, -0.3139, -0.3091, -0.3092, -0.3075, -0.3153, -0.3071, -0.3053, -0.2958, -0.2712, -0.2929, -0.1253, -0.0918, 0.0115, 0.0, -0.0772, -0.0707, -0.0635, 0.0245, 0.0072, 0.0008, 0.0329, 0.0221, -0.0114, 0.009, 0.086, 0.115, 0.1079, 0.135, 0.0943, 0.0997, 0.1149, 0.0737, 0.1006, 0.0207, 0.0028, 0.0476, 0.0199, 0.1116, 0.0647, 0.0598, 0.0328, -0.0112, -0.0401, -0.1154, -0.125, -0.0766, -0.1149, -0.0801, -0.0801, -0.066, -0.0564, -0.0758, -0.0657, -0.0726, -0.0641, -0.0506, -0.0484, -0.0493, -0.0492, -0.0949, -0.1087, -0.1019, -0.1493, -0.1367, -0.0836, -0.077, -0.0772, -0.0766, -0.0766, -0.0769, -0.0742, -0.0754, -0.0804, -0.0804, -0.0404, -0.0507, -0.0796, -0.0982, -0.1211, -0.1276, -0.1082, -0.0512, -0.0399, -0.0213, -0.0046, -0.0046, -0.0042, 0.0726, 0.0895, 0.115, 0.0791, 0.0822, 0.0852, 0.0828, 0.0165, 0.0575, 0.0396, -0.1404, -0.1734, -0.105, -0.0725, -0.083, -0.0829, -0.1157, -0.1098, -0.1098, -0.128, -0.1407, -0.1268, -0.1406, -0.1558, -0.0818, -0.0946, -0.1254, -0.1403, -0.1472, -0.1801, -0.1323, -0.1436, -0.1737, -0.1297, -0.1274, -0.1205, -0.1509, -0.1696, -0.1559, -0.1571, -0.1435, -0.1186, -0.1355, -0.1297, -0.1182, -0.0542, -0.125, -0.1327, -0.1582, -0.1265, -0.0974, -0.0661, -0.0661]}
{"unit_id": "quote:1981386121889169504", "ticker_idx": 0, "ts": "2025-10-23T15:43:58+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's coming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses Intel hitting $100/share.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "It’s coming", "reply_text": null, "parent_text": null, "quoted_text": "Me when intel's stock hits $100 per share https://t.co/tr4EuUDYhA", "parent_author": null, "ret_m1d": -0.03249480302476704, "ret_signed_m1d": -0.03249480302476704, "alpha_spy_m1d": -0.02659979748182384, "alpha_c_m1d": -0.014513399786177161, "bench_spy_m1d": -0.005895005542943199, "bench_c_m1d": -0.017981403238589877, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0031446261101832906, "ret_signed_p1d": 0.0031446261101832906, "alpha_spy_p1d": -0.0050279285842971255, "alpha_c_p1d": -0.015242961464713378, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.01838758757489667, "ret_p1w": 0.05241090167707729, "ret_signed_p1w": 0.05241090167707729, "alpha_spy_p1w": 0.040397633792096155, "alpha_c_p1w": -0.002490571320453938, "bench_spy_p1w": 0.012013267884981138, "bench_c_p1w": 0.05490147299753123, "ret_p1m": -0.09591194607041698, "ret_signed_p1m": -0.09591194607041698, "alpha_spy_p1m": -0.07696168543161674, "alpha_c_p1m": -0.041764688578224796, "bench_spy_p1m": -0.01895026063880023, "bench_c_p1m": -0.05414725749219218, "ret_p3m": 0.2725367287071465, "ret_signed_p3m": 0.2725367287071465, "alpha_spy_p3m": 0.26089247123938075, "alpha_c_p3m": 0.13679205431649621, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": 0.1357446743906503, "ret_p6m": 0.7950733824398968, "ret_signed_p6m": 0.7950733824398968, "alpha_spy_p6m": 0.7319205658634504, "alpha_c_p6m": 0.44471289051204477, "bench_spy_p6m": 0.06315281657644634, "bench_c_p6m": 0.350360491927852, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09591194607041698, "alpha_spy_stated": -0.07696168543161674, "alpha_c_stated": -0.041764688578224796, "price_path": [-0.4581, -0.4651, -0.467, -0.4811, -0.494, -0.489, -0.4709, -0.4651, -0.4819, -0.4772, -0.4589, -0.4285, -0.4177, -0.3747, -0.3564, -0.38, -0.3367, -0.3831, -0.3842, -0.3501, -0.3567, -0.3619, -0.3488, -0.3467, -0.3619, -0.3619, -0.3656, -0.3711, -0.3551, -0.3582, -0.3585, -0.3595, -0.3509, -0.3551, -0.369, -0.3509, -0.3378, -0.3475, -0.1989, -0.2248, -0.2463, -0.2311, -0.1819, -0.1093, -0.0697, -0.0964, -0.1208, -0.0582, -0.0225, -0.0349, -0.0411, -0.0259, -0.0191, -0.0094, -0.0469, -0.0246, -0.0663, -0.0265, -0.0346, -0.0301, -0.0016, -0.001, -0.0325, 0.0, 0.0031, 0.0362, 0.0883, 0.0833, 0.0524, 0.048, 0.0351, -0.0296, 0.0058, -0.0241, -0.0008, 0.0076, -0.0073, -0.0071, -0.059, -0.0692, -0.0904, -0.1004, -0.0799, -0.119, -0.0959, -0.0621, -0.0611, -0.0354, -0.0354, 0.0629, 0.0485, 0.1392, 0.1468, 0.0613, 0.0852, 0.0561, 0.0613, 0.0687, 0.0354, -0.0092, -0.017, -0.0223, -0.0553, -0.0493, -0.0351, -0.0469, -0.0474, -0.0524, -0.0524, -0.0514, -0.0388, -0.0225, -0.033, -0.033, 0.032, 0.0317, 0.0493, 0.1171, 0.0773, 0.1937, 0.1546, 0.2393, 0.2767, 0.2662, 0.2306, 0.2306, 0.2725, 0.4216, 0.4235, 0.1811, 0.1135, 0.1512, 0.2783, 0.2752, 0.2178, 0.2791, 0.2906, 0.2736, 0.2642, 0.3257, 0.3166, 0.2351, 0.2655, 0.218, 0.2262, 0.2262, 0.2102, 0.1913, 0.1693, 0.1559, 0.1433, 0.2086, 0.2285, 0.1913, 0.1952, 0.1923, 0.1295, 0.1944, 0.2041, 0.1378, 0.1944, 0.2259, 0.2573, 0.1858, 0.1994, 0.1992, 0.1546, 0.18, 0.2102, 0.1496, 0.1533, 0.1546, 0.2364, 0.1557, 0.1302, 0.0794, 0.1564, 0.2586, 0.3202, 0.3202, 0.3307, 0.3865, 0.5448, 0.6174, 0.6347, 0.7081, 0.6722, 0.7018, 0.7951, 0.7951]}
{"unit_id": "orig:1981487522308927842", "ticker_idx": 0, "ts": "2025-10-23T22:26:54+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My price target is $64 a share for next year. The move from $19 to $40 was obvious and just took some business acumen. The next move higher will take skill", "tweet_type": "prediction", "timeline": "months", "summary": "Long INTC with $64 PT for next year; bullish on 18A yield ramp, advanced packaging leadership, and legacy product demand.", "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": "Taking a much needed vacation after this earnings and the past few weeks. Will update people with my more in-depth Intel analysis when I get back.\n\nBut TLDR; the stock is fairly valued. My price target is $64 a share for next year. The move from $19 to $40 was obvious and just took some business acumen.\n\nThe next move higher will take skill . 18a yields are improving at 3-5% a month which means by sometime mid next year I expect them to be at 70%.  18 AP is hitting his goals and will probably be the moment where customer adoption really takes off.\n\nEven though gross margin on 18A is something that  could be a short term negative. I think giving up some margin to capture market share is the smart move. Another thing that will be become important is transitioning customers from Intel eight to the higher nodes and processors. There is still a huge demand for these legacy products. I myself am using them.\n\nAnd finally, some good news it seems like there’s a lot of interest in advanced packaging from Intel. They are real leader here and this is a hot space right now. This should help buffer any hiccups on the road.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0031347684355116368, "ret_signed_m1d": -0.0031347684355116368, "alpha_spy_m1d": 0.004971537034147766, "alpha_c_m1d": 0.014920820418122482, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.01805558885363412, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03291541735659398, "ret_signed_p1d": 0.03291541735659398, "alpha_spy_p1d": 0.021117752863809347, "alpha_c_p1d": 0.00785427118684412, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.02506114616974986, "ret_p1w": 0.04467092355537772, "ret_signed_p1w": 0.04467092355537772, "alpha_spy_p1w": 0.0375687171725787, "alpha_c_p1w": 0.010838380585236562, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": 0.033832542970141155, "ret_p1m": -0.0650469682124496, "ret_signed_p1m": -0.0650469682124496, "alpha_spy_p1m": -0.0524666516440877, "alpha_c_p1m": -0.030815487622953053, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.034231480589496543, "ret_p3m": 0.41718917789883125, "ret_signed_p3m": 0.41718917789883125, "alpha_spy_p3m": 0.4021647660237466, "alpha_c_p3m": 0.26898446257124853, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.14820471532758273, "ret_p6m": 0.716300915447651, "ret_signed_p6m": 0.716300915447651, "alpha_spy_p6m": 0.6638751301831003, "alpha_c_p6m": 0.39089335786389134, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.3254075575837596, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0650469682124496, "alpha_spy_stated": -0.0524666516440877, "alpha_c_stated": -0.030815487622953053, "price_path": [-0.4668, -0.4687, -0.4828, -0.4956, -0.4906, -0.4726, -0.4668, -0.4835, -0.4788, -0.4606, -0.4303, -0.4195, -0.3767, -0.3584, -0.3819, -0.3388, -0.3851, -0.3861, -0.3521, -0.3587, -0.3639, -0.3508, -0.3487, -0.3639, -0.3639, -0.3676, -0.373, -0.3571, -0.3602, -0.3605, -0.3615, -0.3529, -0.3571, -0.371, -0.3529, -0.3399, -0.3495, -0.2014, -0.2273, -0.2487, -0.2335, -0.1844, -0.1121, -0.0726, -0.0993, -0.1236, -0.0611, -0.0256, -0.0379, -0.0441, -0.029, -0.0222, -0.0125, -0.0499, -0.0277, -0.0692, -0.0295, -0.0376, -0.0332, -0.0047, -0.0042, -0.0355, -0.0031, 0.0, 0.0329, 0.0849, 0.0799, 0.0491, 0.0447, 0.0319, -0.0327, 0.0026, -0.0272, -0.0039, 0.0044, -0.0104, -0.0102, -0.0619, -0.0721, -0.0933, -0.1032, -0.0828, -0.1217, -0.0987, -0.065, -0.064, -0.0384, -0.0384, 0.0596, 0.0452, 0.1356, 0.1432, 0.058, 0.0818, 0.0528, 0.058, 0.0653, 0.0321, -0.0123, -0.0201, -0.0253, -0.0583, -0.0522, -0.0381, -0.0499, -0.0504, -0.0554, -0.0554, -0.0543, -0.0418, -0.0256, -0.0361, -0.0361, 0.0287, 0.0285, 0.046, 0.1136, 0.0739, 0.1899, 0.151, 0.2354, 0.2727, 0.2623, 0.2268, 0.2268, 0.2685, 0.4172, 0.419, 0.1774, 0.11, 0.1476, 0.2743, 0.2712, 0.2139, 0.2751, 0.2866, 0.2696, 0.2602, 0.3216, 0.3124, 0.2312, 0.2615, 0.2142, 0.2223, 0.2223, 0.2064, 0.1876, 0.1656, 0.1523, 0.1398, 0.2048, 0.2247, 0.1876, 0.1915, 0.1886, 0.1259, 0.1907, 0.2004, 0.1343, 0.1907, 0.222, 0.2534, 0.1821, 0.1957, 0.1954, 0.151, 0.1763, 0.2064, 0.146, 0.1497, 0.151, 0.2325, 0.152, 0.1267, 0.076, 0.1528, 0.2547, 0.3161, 0.3161, 0.3265, 0.3822, 0.54, 0.6123, 0.6296, 0.7027, 0.6669, 0.6964, 0.7894, 0.7894, 0.7163]}
{"unit_id": "quote:1958677084978749644", "ticker_idx": 0, "ts": "2025-08-21T23:46:22+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This tells you everything you need to know about Nvidia GPUs.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NVDA: Meta/Google $10B+ cloud deal for Nvidia GPUs signals dominant demand for its hardware.", "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": "This tells you everything you need to know about Nvidia GPUs.", "reply_text": null, "parent_text": null, "quoted_text": "scoop from @KalleyHuang and @KevKubernetes: Google has struck a major cloud computing deal with Meta.\n\nThe deal—worth more than $10 billion over six years—is one of the largest known agreements in Google Cloud’s history. \n\nAnd it's for Nvidia GPUs.\n\nhttps://t.co/9k0zyjSIps", "parent_author": null, "ret_m1d": -0.01691123488077073, "ret_signed_m1d": -0.01691123488077073, "alpha_spy_m1d": -0.0017866672988482435, "alpha_c_m1d": 0.004135039525517192, "bench_spy_m1d": -0.015124567581922488, "bench_c_m1d": -0.021046274406287924, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010225218164484184, "ret_signed_p1d": 0.010225218164484184, "alpha_spy_p1d": 0.014626333830378813, "alpha_c_p1d": 0.009271625804732508, "bench_spy_p1d": -0.004401115665894628, "bench_c_p1d": 0.000953592359751676, "ret_p1w": -0.02140586362816177, "ret_signed_p1w": -0.02140586362816177, "alpha_spy_p1w": -0.021002971526549175, "alpha_c_p1w": -0.00999736695030573, "bench_spy_p1w": -0.00040289210161259525, "bench_c_p1w": -0.01140849667785604, "ret_p1m": 0.03163288448566326, "ret_signed_p1m": 0.03163288448566326, "alpha_spy_p1m": -0.004595846531405545, "alpha_c_p1m": -0.0655268864895373, "bench_spy_p1m": 0.036228731017068805, "bench_c_p1m": 0.09715977097520057, "ret_p3m": 0.047983052625416356, "ret_signed_p3m": 0.047983052625416356, "alpha_spy_p3m": 0.018296417186633107, "alpha_c_p3m": -0.10799023344426417, "bench_spy_p3m": 0.02968663543878325, "bench_c_p3m": 0.15597328606968053, "ret_p6m": 0.027195255174630395, "ret_signed_p6m": 0.027195255174630395, "alpha_spy_p6m": -0.035333063463772074, "alpha_c_p6m": -0.3656280839957682, "bench_spy_p6m": 0.06252831863840247, "bench_c_p6m": 0.3928233391703986, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03163288448566326, "alpha_spy_stated": -0.004595846531405545, "alpha_c_stated": -0.0655268864895373, "price_path": [-0.2388, -0.2427, -0.218, -0.2409, -0.2282, -0.2066, -0.2027, -0.2135, -0.2038, -0.1987, -0.1912, -0.1975, -0.1853, -0.2024, -0.1871, -0.1903, -0.1827, -0.1827, -0.1918, -0.19, -0.1691, -0.133, -0.1291, -0.1137, -0.1124, -0.1387, -0.1165, -0.1048, -0.1048, -0.111, -0.1011, -0.0849, -0.078, -0.0734, -0.0782, -0.041, -0.0372, -0.028, -0.0314, -0.0371, -0.0616, -0.0405, -0.0239, -0.0252, -0.007, -0.0139, 0.0072, -0.0007, -0.024, 0.0113, 0.0015, 0.008, 0.0156, 0.0265, 0.0229, 0.029, 0.0202, 0.0226, 0.0138, 0.0226, -0.0132, -0.0146, -0.0169, 0.0, 0.0102, 0.0212, 0.0203, 0.0122, -0.0214, -0.0214, -0.0405, -0.0414, -0.0356, -0.0616, -0.0544, -0.0406, -0.0037, -0.0046, -0.0009, -0.0013, -0.0174, -0.0432, -0.0098, -0.0074, 0.0316, 0.0025, -0.0057, -0.0016, 0.0012, 0.0217, 0.0483, 0.052, 0.0613, 0.0542, 0.0425, 0.0397, 0.0625, 0.082, 0.0291, 0.0581, 0.0115, 0.0104, 0.0215, 0.0294, 0.0262, 0.0179, 0.0129, 0.0235, 0.0465, 0.0759, 0.1295, 0.1633, 0.14, 0.1377, 0.1624, 0.1164, 0.0968, 0.0567, 0.0571, 0.1184, 0.0853, 0.0889, 0.0499, 0.0685, 0.0484, 0.019, 0.048, 0.0149, 0.0051, 0.0257, -0.0009, 0.0128, 0.0128, -0.0055, 0.0109, 0.0196, 0.009, 0.0304, 0.0249, 0.0426, 0.0393, 0.0326, 0.0166, -0.0166, -0.0094, -0.0014, -0.0395, -0.0215, 0.017, 0.0321, 0.0632, 0.0598, 0.0598, 0.0706, 0.0576, 0.0538, 0.0479, 0.0479, 0.0611, 0.057, 0.0521, 0.0626, 0.0397, 0.0387, 0.0392, 0.0441, 0.029, 0.051, 0.0464, 0.0464, 0.0006, 0.0301, 0.0386, 0.0545, 0.0478, 0.0593, 0.0761, 0.0817, 0.0739, 0.0429, 0.0133, -0.0212, -0.0342, 0.0418, 0.0678, 0.0594, 0.0679, 0.0504, 0.0272, 0.0272]}
{"unit_id": "thread:1958999946176471396", "ticker_idx": 0, "ts": "2025-08-22T21:09:18+00:00", "symbol": "Intel", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Your dad bet all his money on the U.S. Government nationalizing its only leading edge semiconductor fab while all the pseudo intellectuals on twitter said they were cooked", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish Intel on US government nationalization thesis; dismisses bears as pseudo-intellectuals and frames it as easy money.", "resolved_tickers": ["INTC"], "resolution_method": "exchange_ticker", "resolution_reason": "Intel Corporation, Nasdaq: INTC", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "\"Mom how did we get so rich\"\n\n\"Your dad bet all his money on the U.S. Government nationalizing its only leading edge semiconductor fab while all the pseudo intellectuals on twitter said they were cooked\" https://t.co/UybK53hfI0\n\n---\n\nlike taking money from a baby", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010183299705468052, "ret_signed_m1d": 0.010183299705468052, "alpha_spy_m1d": 0.005762728594806088, "alpha_c_m1d": 0.011135983593143162, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": -0.0009526838876751098, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00814659314892785, "ret_signed_p1d": -0.00814659314892785, "alpha_spy_p1d": -0.012333658363061661, "alpha_c_p1d": -0.017774980816592678, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.009628387667664828, "ret_p1w": -0.00814659314892785, "ret_signed_p1w": -0.00814659314892785, "alpha_spy_p1w": -0.012162491144792065, "alpha_c_p1w": 0.004203718725635741, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": -0.012350311874563591, "ret_p1m": 0.1951120596491256, "ret_signed_p1m": 0.1951120596491256, "alpha_spy_p1m": 0.15996831760715247, "alpha_c_p1m": 0.10059659007085209, "bench_spy_p1m": 0.035143742041973125, "bench_c_p1m": 0.0945154695782735, "ret_p3m": 0.36945010088359576, "ret_signed_p3m": 0.36945010088359576, "alpha_spy_p3m": 0.35097575982935947, "alpha_c_p3m": 0.2633669221127297, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.10608317877086604, "ret_p6m": 0.8810591340248475, "ret_signed_p6m": 0.8810591340248475, "alpha_spy_p6m": 0.8121118834967458, "alpha_c_p6m": 0.4902793892903867, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.39077974473446075, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1951120596491256, "alpha_spy_stated": 0.15996831760715247, "alpha_c_stated": 0.10059659007085209, "price_path": [-0.1703, -0.1752, -0.2037, -0.1959, -0.1735, -0.1752, -0.1857, -0.1829, -0.1658, -0.1006, -0.1576, -0.154, -0.1796, -0.1552, -0.1527, -0.1246, -0.1246, -0.1413, -0.1369, -0.0815, -0.0957, -0.0835, -0.0758, -0.0876, -0.0692, -0.1088, -0.0839, -0.0839, -0.1039, -0.0391, -0.0452, -0.0297, -0.0456, -0.0509, -0.0664, -0.0758, -0.0713, -0.0591, -0.0525, -0.0534, -0.0432, -0.0782, -0.1568, -0.1576, -0.1686, -0.1715, -0.1935, -0.2134, -0.2057, -0.1776, -0.1686, -0.1947, -0.1874, -0.1589, -0.1116, -0.0949, -0.0281, 0.0004, -0.0363, 0.031, -0.0411, -0.0428, 0.0102, 0.0, -0.0081, 0.0122, 0.0155, -0.0081, -0.0081, -0.0138, -0.0224, 0.0024, -0.0024, -0.0029, -0.0045, 0.009, 0.0024, -0.0191, 0.009, 0.0293, 0.0143, 0.2452, 0.2049, 0.1715, 0.1951, 0.2717, 0.3845, 0.446, 0.4045, 0.3666, 0.464, 0.5193, 0.5002, 0.4904, 0.5141, 0.5246, 0.5397, 0.4815, 0.5161, 0.4513, 0.5132, 0.5006, 0.5075, 0.5519, 0.5527, 0.5039, 0.5544, 0.5593, 0.6106, 0.6916, 0.6839, 0.6358, 0.6289, 0.609, 0.5084, 0.5633, 0.5169, 0.5532, 0.5662, 0.543, 0.5434, 0.4627, 0.4468, 0.4138, 0.3984, 0.4301, 0.3695, 0.4053, 0.4578, 0.4595, 0.4994, 0.4994, 0.6521, 0.6297, 0.7707, 0.7825, 0.6497, 0.6868, 0.6415, 0.6497, 0.6611, 0.6094, 0.5401, 0.5279, 0.5198, 0.4684, 0.4778, 0.4998, 0.4815, 0.4807, 0.4729, 0.4729, 0.4745, 0.4941, 0.5193, 0.5031, 0.5031, 0.6041, 0.6037, 0.631, 0.7365, 0.6745, 0.8554, 0.7947, 0.9263, 0.9845, 0.9682, 0.9128, 0.9128, 0.978, 1.2098, 1.2126, 0.8358, 0.7308, 0.7894, 0.987, 0.9821, 0.8929, 0.9882, 1.0061, 0.9796, 0.965, 1.0607, 1.0464, 0.9198, 0.967, 0.8933, 0.9059, 0.9059, 0.8811]}
{"unit_id": "quote:1972140779390095506", "ticker_idx": 0, "ts": "2025-09-28T03:26:17+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There is no company on earth I am more bearish on than AMD. No vision, no direction, just straight up if \"where's my hug?\" was a company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bearish AMD; author claims no vision or direction, most bearish on any company.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "There is no company on earth I am more bearish on than AMD. No vision, no direction, just straight up if “where’s my hug?” was a company.", "reply_text": null, "parent_text": null, "quoted_text": "As we mentioned back in April, AMD is in war mode and has developed a new sense of urgency. With this urgency, their software engineers are working harder and smarter than ever to fix bugs and improve the ROCm user experience, all with the goal of matching the CUDA experience. https://t.co/7ji5rr6Log", "parent_author": null, "ret_m1d": -0.011774875367486115, "ret_signed_m1d": 0.011774875367486115, "alpha_spy_m1d": 0.008972305058893681, "alpha_c_m1d": 0.009171585805292981, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.002603289562193134, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002664803384697434, "ret_signed_p1d": -0.002664803384697434, "alpha_spy_p1d": 0.0011020313706608942, "alpha_c_p1d": 0.008802327084141304, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": 0.011467130468838738, "ret_p1w": 0.26245665557340603, "ret_signed_p1w": -0.26245665557340603, "alpha_spy_p1w": -0.2505081774681157, "alpha_c_p1w": -0.19824044032133026, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": 0.06421621525207577, "ret_p1m": 0.5989712988949576, "ret_signed_p1m": -0.5989712988949576, "alpha_spy_p1m": -0.5637436095299813, "alpha_c_p1m": -0.4736071429066895, "bench_spy_p1m": 0.03522768936497633, "bench_c_p1m": 0.1253641559882681, "ret_p3m": 0.3326722389237371, "ret_signed_p3m": -0.3326722389237371, "alpha_spy_p3m": -0.28936824368469427, "alpha_c_p3m": -0.2005109156150784, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.1321613233086587, "ret_p6m": 0.27274413944203113, "ret_signed_p6m": -0.27274413944203113, "alpha_spy_p6m": -0.28296113278778123, "alpha_c_p6m": -0.04601070191006995, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": 0.22673343753196118, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5989712988949576, "alpha_spy_stated": -0.5637436095299813, "alpha_c_stated": -0.4736071429066895, "price_path": [-0.1415, -0.1453, -0.1453, -0.1646, -0.1459, -0.1422, -0.1066, -0.0926, -0.0937, -0.0356, -0.0079, -0.0059, -0.0271, -0.027, -0.0412, -0.0168, 0.0047, 0.0317, 0.0762, 0.0997, 0.1125, 0.0926, 0.0641, 0.0956, 0.0803, 0.0109, 0.0684, 0.0706, 0.0677, 0.0842, 0.1429, 0.1214, 0.1001, 0.0916, 0.0322, 0.0238, 0.0146, 0.0397, 0.0124, 0.0326, 0.0358, 0.0447, 0.0079, 0.0079, 0.0059, 0.0048, 0.0027, -0.0633, -0.0617, -0.0343, -0.0113, -0.0353, -0.0173, -0.0012, -0.0056, -0.0136, -0.0213, -0.0246, -0.0097, -0.0029, -0.003, -0.0006, -0.0118, 0.0, 0.0027, 0.0164, 0.0519, 0.0205, 0.2625, 0.3108, 0.4598, 0.4433, 0.3318, 0.3412, 0.3516, 0.4787, 0.4536, 0.4445, 0.4908, 0.4751, 0.4268, 0.4563, 0.5674, 0.6093, 0.599, 0.6381, 0.5793, 0.5873, 0.6091, 0.5496, 0.5886, 0.4731, 0.4473, 0.512, 0.472, 0.6044, 0.5367, 0.5296, 0.4906, 0.4272, 0.3854, 0.2768, 0.2629, 0.3327, 0.2775, 0.3277, 0.3277, 0.3481, 0.3619, 0.3339, 0.3485, 0.3385, 0.3508, 0.3703, 0.3735, 0.3722, 0.3723, 0.3063, 0.2864, 0.2963, 0.2278, 0.246, 0.3227, 0.3321, 0.3318, 0.3327, 0.3327, 0.3324, 0.3362, 0.3345, 0.3272, 0.3272, 0.3849, 0.3701, 0.3284, 0.3016, 0.2685, 0.2591, 0.2871, 0.3694, 0.3857, 0.4125, 0.4367, 0.4367, 0.4373, 0.5481, 0.5724, 0.6093, 0.5574, 0.5619, 0.5663, 0.5628, 0.4671, 0.5262, 0.5004, 0.2406, 0.193, 0.2918, 0.3386, 0.3236, 0.3236, 0.2763, 0.2848, 0.2848, 0.2586, 0.2402, 0.2603, 0.2404, 0.2184, 0.3252, 0.3068, 0.2623, 0.2408, 0.2309, 0.1834, 0.2523, 0.2361, 0.1926, 0.2561, 0.2595, 0.2694, 0.2255, 0.1985, 0.2183, 0.2166, 0.2361, 0.2721, 0.2477, 0.2561, 0.2727]}
{"unit_id": "orig:1978198027749011867", "ticker_idx": 0, "ts": "2025-10-14T20:35:37+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I sold it all and loaded up BIGLY on Intel Calls. Earnings is around the corner, Panther Lake coming to a store near you", "tweet_type": "prediction", "timeline": "weeks", "summary": "Loaded up on Intel calls ahead of earnings and Panther Lake launch catalyst.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "The stock market has completely collapsed. I’ve been liquidated. I’ve lost everything…\n\nEverything except for one ☝🏻 thing. I sold it all and loaded up BIGLY on Intel Calls. Earnings is around the corner, Panther Lake coming to a store near you, I’m buying up as many chips as I can.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04091521925523556, "ret_signed_m1d": -0.04091521925523556, "alpha_spy_m1d": -0.03649531165760744, "alpha_c_m1d": -0.016689146864800275, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": -0.024226072390435283, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008344585748538025, "ret_signed_p1d": -0.008344585748538025, "alpha_spy_p1d": -0.0015344511862076526, "alpha_c_p1d": -0.012791813965095766, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": 0.0044472282165577415, "ret_p1w": -0.006191207200176629, "ret_signed_p1w": -0.006191207200176629, "alpha_spy_p1w": -0.01014509686781806, "alpha_c_p1w": 0.0031130226376507864, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": -0.009304229837827416, "ret_p1m": -0.033378240310515284, "ret_signed_p1m": -0.033378240310515284, "alpha_spy_p1m": -0.0437065003057765, "alpha_c_p1m": -0.042272875879545535, "bench_spy_p1m": 0.010328259995261213, "bench_c_p1m": 0.008894635569030251, "ret_p3m": 0.18600268004292175, "ret_signed_p3m": 0.18600268004292175, "alpha_spy_p3m": 0.1378283425225202, "alpha_c_p3m": 0.03943009197589942, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.14657258806702234, "ret_p6m": 0.661372777541035, "ret_signed_p6m": 0.661372777541035, "alpha_spy_p6m": 0.6333929203958384, "alpha_c_p6m": 0.3984289313657614, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": 0.26294384617527355, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.033378240310515284, "alpha_spy_stated": -0.0437065003057765, "alpha_c_stated": -0.042272875879545535, "price_path": [-0.3782, -0.3739, -0.3744, -0.3677, -0.3908, -0.4428, -0.4433, -0.4506, -0.4525, -0.467, -0.4802, -0.4751, -0.4565, -0.4506, -0.4678, -0.463, -0.4441, -0.4129, -0.4019, -0.3577, -0.3389, -0.3631, -0.3187, -0.3664, -0.3674, -0.3324, -0.3392, -0.3445, -0.3311, -0.3289, -0.3445, -0.3445, -0.3483, -0.354, -0.3376, -0.3408, -0.341, -0.3421, -0.3332, -0.3376, -0.3518, -0.3332, -0.3198, -0.3297, -0.1771, -0.2038, -0.2258, -0.2102, -0.1596, -0.0851, -0.0444, -0.0719, -0.0969, -0.0326, 0.004, -0.0086, -0.0151, 0.0005, 0.0075, 0.0175, -0.021, 0.0019, -0.0409, 0.0, -0.0083, -0.0038, 0.0256, 0.0261, -0.0062, 0.0272, 0.0304, 0.0643, 0.1179, 0.1128, 0.081, 0.0764, 0.0633, -0.0032, 0.0331, 0.0024, 0.0264, 0.035, 0.0197, 0.0199, -0.0334, -0.0439, -0.0657, -0.0759, -0.0549, -0.095, -0.0713, -0.0366, -0.0355, -0.0092, -0.0092, 0.0918, 0.077, 0.1701, 0.1779, 0.0902, 0.1147, 0.0848, 0.0902, 0.0977, 0.0635, 0.0178, 0.0097, 0.0043, -0.0296, -0.0234, -0.0089, -0.021, -0.0215, -0.0266, -0.0266, -0.0256, -0.0127, 0.004, -0.0067, -0.0067, 0.06, 0.0598, 0.0778, 0.1475, 0.1066, 0.2261, 0.186, 0.2729, 0.3114, 0.3007, 0.2641, 0.2641, 0.3071, 0.4603, 0.4622, 0.2132, 0.1437, 0.1825, 0.3131, 0.3098, 0.2509, 0.3139, 0.3257, 0.3082, 0.2985, 0.3618, 0.3524, 0.2686, 0.2999, 0.2511, 0.2595, 0.2595, 0.2431, 0.2237, 0.2011, 0.1873, 0.1744, 0.2415, 0.2619, 0.2237, 0.2277, 0.2248, 0.1602, 0.2269, 0.2369, 0.1688, 0.2269, 0.2592, 0.2915, 0.218, 0.232, 0.2318, 0.186, 0.2121, 0.2431, 0.1809, 0.1847, 0.186, 0.27, 0.1871, 0.161, 0.1087, 0.1879, 0.2929, 0.3561, 0.3561, 0.3669, 0.4242, 0.5868, 0.6614]}
{"unit_id": "quote:1976031022019137846", "ticker_idx": 0, "ts": "2025-10-08T21:04:43+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Someone is buying hand over fist 👊 Intel common stock. I see it in the order book, could be the government, could be a third party. Wake up early tomorrow.", "tweet_type": "prediction", "timeline": "days", "summary": "Unusual order-book buying in INTC; implies big news imminent and a positive catalyst ahead.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Someone is buying hand over fist 👊 Intel common stock. I see it in the order book, could be the government, could be a third party.\n\nWake up early tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC Yesterday’s chart and daily candle did not indicate Intel being this nicely green, or green at all.\n\nI suspect some big news coming out soon and someone already knows.", "parent_author": null, "ret_m1d": -0.009788331728906585, "ret_signed_m1d": -0.009788331728906585, "alpha_spy_m1d": -0.012693723299786686, "alpha_c_m1d": -0.01227965192465097, "bench_spy_m1d": 0.0029053915708801004, "bench_c_m1d": 0.0024913201957443842, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03783069666768024, "ret_signed_p1d": -0.03783069666768024, "alpha_spy_p1d": -0.010802834488834567, "alpha_c_p1d": 0.01972843028660587, "bench_spy_p1d": -0.027027862178845674, "bench_c_p1d": -0.05755912695428611, "ret_p1w": -0.025396801689123727, "ret_signed_p1w": -0.025396801689123727, "alpha_spy_p1w": -0.009722578186334263, "alpha_c_p1w": -0.019863914205209943, "bench_spy_p1w": -0.015674223502789464, "bench_c_p1w": -0.005532887483913784, "ret_p1m": 0.008730207346965724, "ret_signed_p1m": 0.008730207346965724, "alpha_spy_p1m": 0.009013356030007968, "alpha_c_p1m": 0.00030047509782171744, "bench_spy_p1m": -0.0002831486830422447, "bench_c_p1m": 0.008429732249144006, "ret_p3m": 0.05925930485920783, "ret_signed_p3m": 0.05925930485920783, "alpha_spy_p3m": 0.025445868849022224, "alpha_c_p3m": -0.06708735949946565, "bench_spy_p3m": 0.033813436010185605, "bench_c_p3m": 0.12634666435867348, "ret_p6m": 0.3328042879620161, "ret_signed_p6m": 0.3328042879620161, "alpha_spy_p6m": 0.3500814007550459, "alpha_c_p6m": 0.19280032228111788, "bench_spy_p6m": -0.017277112793029792, "bench_c_p6m": 0.14000396568089823, "ret_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": -0.025396801689123727, "alpha_spy_stated": -0.009722578186334263, "alpha_c_stated": -0.019863914205209943, "price_path": [-0.3836, -0.3937, -0.3997, -0.3968, -0.3889, -0.3847, -0.3852, -0.3786, -0.4013, -0.4524, -0.4529, -0.4601, -0.4619, -0.4762, -0.4892, -0.4841, -0.4659, -0.4601, -0.477, -0.4722, -0.4537, -0.423, -0.4122, -0.3688, -0.3503, -0.3741, -0.3304, -0.3772, -0.3783, -0.3439, -0.3505, -0.3558, -0.3426, -0.3405, -0.3558, -0.3558, -0.3595, -0.3651, -0.3489, -0.3521, -0.3524, -0.3534, -0.3447, -0.3489, -0.363, -0.3447, -0.3315, -0.3413, -0.1913, -0.2175, -0.2392, -0.2238, -0.1741, -0.1008, -0.0608, -0.0878, -0.1124, -0.0492, -0.0132, -0.0257, -0.032, -0.0167, -0.0098, 0.0, -0.0378, -0.0153, -0.0574, -0.0172, -0.0254, -0.0209, 0.0079, 0.0085, -0.0233, 0.0095, 0.0127, 0.046, 0.0987, 0.0937, 0.0624, 0.0579, 0.045, -0.0204, 0.0153, -0.0148, 0.0087, 0.0172, 0.0021, 0.0024, -0.05, -0.0603, -0.0817, -0.0918, -0.0712, -0.1106, -0.0873, -0.0532, -0.0521, -0.0262, -0.0262, 0.073, 0.0585, 0.15, 0.1577, 0.0714, 0.0955, 0.0661, 0.0714, 0.0788, 0.0452, 0.0003, -0.0077, -0.013, -0.0463, -0.0402, -0.0259, -0.0378, -0.0384, -0.0434, -0.0434, -0.0423, -0.0296, -0.0132, -0.0238, -0.0238, 0.0418, 0.0415, 0.0593, 0.1278, 0.0876, 0.205, 0.1656, 0.2511, 0.2889, 0.2783, 0.2423, 0.2423, 0.2847, 0.4352, 0.437, 0.1923, 0.1241, 0.1622, 0.2905, 0.2873, 0.2294, 0.2913, 0.3029, 0.2857, 0.2762, 0.3384, 0.3291, 0.2468, 0.2775, 0.2296, 0.2378, 0.2378, 0.2217, 0.2026, 0.1804, 0.1669, 0.1542, 0.2201, 0.2402, 0.2026, 0.2066, 0.2037, 0.1402, 0.2058, 0.2156, 0.1487, 0.2058, 0.2376, 0.2693, 0.1971, 0.2108, 0.2106, 0.1656, 0.1913, 0.2217, 0.1606, 0.1643, 0.1656, 0.2481, 0.1667, 0.141, 0.0897, 0.1675, 0.2706, 0.3328, 0.3328]}
{"unit_id": "orig:1968700855000903703", "ticker_idx": 0, "ts": "2025-09-18T15:37:15+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia will be moving their NICs & Networking equipment to Intel Fabs as well. Intel has superior SERDES & photonics only makes sense", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Intel: rumored Nvidia NIC/networking wins at Intel fabs, citing superior SERDES and photonics capabilities.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I’m hearing 👂 rumors from my sources Nvidia will be moving their NICs & Networking equipment to Intel Fabs as well. \n\nIt’s their fastest growing revenue segment, Intel has superior SERDES & photonics only makes sense.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.18547596116770415, "ret_signed_m1d": -0.18547596116770415, "alpha_spy_m1d": -0.18082519277988351, "alpha_c_m1d": -0.1485008238932214, "bench_spy_m1d": -0.004650768387820636, "bench_c_m1d": -0.03697513727448276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03238468370955794, "ret_signed_p1d": -0.03238468370955794, "alpha_spy_p1d": -0.03733745851583026, "alpha_c_p1d": -0.02840950635493411, "bench_spy_p1d": 0.00495277480627232, "bench_c_p1d": -0.003975177354623827, "ret_p1w": 0.11187445265894502, "ret_signed_p1w": 0.11187445265894502, "alpha_spy_p1w": 0.11547672483559035, "alpha_c_p1w": 0.09897106173415127, "bench_spy_p1w": -0.003602272176645327, "bench_c_p1w": 0.012903390924793756, "ret_p1m": 0.21066400690214393, "ret_signed_p1m": 0.21066400690214393, "alpha_spy_p1m": 0.2046664632085895, "alpha_c_p1m": 0.12907909326036093, "bench_spy_p1m": 0.00599754369355443, "bench_c_p1m": 0.081584913641783, "ret_p3m": 0.22047764951754134, "ret_signed_p3m": 0.22047764951754134, "alpha_spy_p3m": 0.1925549616697355, "alpha_c_p3m": 0.11015179797148611, "bench_spy_p3m": 0.027922687847805827, "bench_c_p3m": 0.11032585154605523, "ret_p6m": 0.4972195261589405, "ret_signed_p6m": 0.4972195261589405, "alpha_spy_p6m": 0.4914385399835848, "alpha_c_p6m": 0.2714404623827442, "bench_spy_p6m": 0.005780986175355718, "bench_c_p6m": 0.22577906377619628, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21066400690214393, "alpha_spy_stated": 0.2046664632085895, "alpha_c_stated": 0.12907909326036093, "price_path": [-0.3068, -0.2623, -0.2738, -0.264, -0.2578, -0.2673, -0.2525, -0.2843, -0.2643, -0.2643, -0.2803, -0.2283, -0.2332, -0.2208, -0.2336, -0.2378, -0.2502, -0.2578, -0.2542, -0.2444, -0.2391, -0.2398, -0.2316, -0.2597, -0.3229, -0.3235, -0.3324, -0.3346, -0.3523, -0.3683, -0.3621, -0.3395, -0.3324, -0.3533, -0.3474, -0.3245, -0.2866, -0.2731, -0.2195, -0.1966, -0.226, -0.1721, -0.23, -0.2313, -0.1887, -0.1969, -0.2035, -0.1871, -0.1845, -0.2035, -0.2035, -0.208, -0.2149, -0.195, -0.1989, -0.1992, -0.2005, -0.1897, -0.195, -0.2123, -0.1897, -0.1734, -0.1855, 0.0, -0.0324, -0.0592, -0.0402, 0.0213, 0.1119, 0.1613, 0.1279, 0.0975, 0.1757, 0.2202, 0.2048, 0.1969, 0.2159, 0.2244, 0.2365, 0.1897, 0.2175, 0.1655, 0.2152, 0.2051, 0.2107, 0.2463, 0.247, 0.2077, 0.2483, 0.2522, 0.2934, 0.3585, 0.3523, 0.3137, 0.3081, 0.2921, 0.2113, 0.2555, 0.2182, 0.2473, 0.2578, 0.2391, 0.2395, 0.1747, 0.1619, 0.1354, 0.123, 0.1485, 0.0998, 0.1286, 0.1708, 0.1721, 0.2041, 0.2041, 0.3268, 0.3088, 0.422, 0.4315, 0.3248, 0.3546, 0.3183, 0.3248, 0.334, 0.2924, 0.2368, 0.227, 0.2205, 0.1793, 0.1868, 0.2044, 0.1897, 0.1891, 0.1829, 0.1829, 0.1842, 0.1999, 0.2202, 0.2071, 0.2071, 0.2882, 0.2879, 0.3098, 0.3945, 0.3448, 0.49, 0.4413, 0.5469, 0.5937, 0.5806, 0.5361, 0.5361, 0.5885, 0.7746, 0.7769, 0.4743, 0.3899, 0.437, 0.5957, 0.5918, 0.5201, 0.5967, 0.6111, 0.5898, 0.578, 0.6549, 0.6434, 0.5417, 0.5797, 0.5204, 0.5306, 0.5306, 0.5106, 0.4871, 0.4596, 0.4429, 0.4272, 0.5087, 0.5335, 0.4871, 0.492, 0.4884, 0.4099, 0.491, 0.5031, 0.4203, 0.491, 0.5303, 0.5695, 0.4802, 0.4972]}
{"unit_id": "quote:1975205843399500231", "ticker_idx": 0, "ts": "2025-10-06T14:25:45+00:00", "symbol": "BTQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I feel like this one might do numbers", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BTQ; expects the stock to move significantly on this hire/development news.", "resolved_tickers": ["BTQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "I feel like this one might do numbers. https://t.co/gH75f5a01f", "reply_text": null, "parent_text": null, "quoted_text": "big personal news! i’ve joined @BTQ_Tech $BTQ full time to focus on building the most efficient and secure post quantum cryptography chips and IP in the world", "parent_author": null, "ret_m1d": -0.23736266304424147, "ret_signed_m1d": -0.23736266304424147, "alpha_spy_m1d": -0.23378920646492773, "alpha_c_m1d": -0.23378920646492773, "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": 0.5153845476680987, "ret_signed_p1d": 0.5153845476680987, "alpha_spy_p1d": 0.5190920615574165, "alpha_c_p1d": 0.5190920615574165, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0037075138893177817, "ret_p1w": 0.32747246344126335, "ret_signed_p1w": 0.32747246344126335, "alpha_spy_p1w": 0.34023283173875296, "alpha_c_p1w": 0.34023283173875296, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01276036829748961, "ret_p1m": -0.3153846419875327, "ret_signed_p1m": -0.3153846419875327, "alpha_spy_p1m": -0.3207896348022258, "alpha_c_p1m": -0.3207896348022258, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": 0.005404992814693088, "ret_p3m": -0.43736267352417857, "ret_signed_p3m": -0.43736267352417857, "alpha_spy_p3m": -0.45571413880356426, "alpha_c_p3m": -0.45571413880356426, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.018351465279385692, "ret_p6m": -0.7065934105089875, "ret_signed_p6m": -0.7065934105089875, "alpha_spy_p6m": -0.6804369325491363, "alpha_c_p6m": -0.6804369325491363, "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": -0.3153846419875327, "alpha_spy_stated": -0.3207896348022258, "alpha_c_stated": -0.3207896348022258, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.422, -0.3121, -0.2396, -0.2593, -0.2978, -0.2374, 0.0, 0.5154, 0.5538, 0.3725, 0.1121, 0.3275, 0.283, 0.1857, 0.2264, 0.2868, 0.1522, 0.0154, -0.0956, -0.0319, 0.0011, -0.0407, -0.0659, -0.1264, -0.1923, -0.1604, -0.2286, -0.3154, -0.1989, -0.3066, -0.2703, -0.2363, -0.2176, -0.2582, -0.3396, -0.4, -0.3527, -0.1923, -0.2407, -0.3451, -0.3423, -0.2538, -0.2462, -0.2582, -0.2582, -0.2275, -0.2747, -0.3275, -0.2681, -0.2187, -0.2813, -0.2747, -0.2473, -0.2703, -0.2989, -0.3516, -0.3033, -0.2736, -0.3011, -0.2901, -0.2989, -0.2967, -0.356, -0.3429, -0.3429, -0.3692, -0.389, -0.4253, -0.4374, -0.4374, -0.4308, -0.3989, -0.3901, -0.4077, -0.4242, -0.4407, -0.3758, -0.3934, -0.3901, -0.3912, -0.378, -0.378, -0.4209, -0.4582, -0.4604, -0.489, -0.5209, -0.5538, -0.5637, -0.5802, -0.6324, -0.6473, -0.6769, -0.6967, -0.7473, -0.6896, -0.6516, -0.6692, -0.6791, -0.7011, -0.6945, -0.6945, -0.7203, -0.7181, -0.7176, -0.7198, -0.7385, -0.7231, -0.6418, -0.5813, -0.6341, -0.6451, -0.6593, -0.6319, -0.6385, -0.6538, -0.656, -0.6473, -0.6484, -0.6516, -0.6692, -0.6824, -0.689, -0.6989, -0.7264, -0.7396, -0.7363, -0.7418, -0.7396, -0.7418, -0.7637, -0.7626, -0.7066]}
{"unit_id": "orig:1968714846171512942", "ticker_idx": 0, "ts": "2025-09-18T16:32:50+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel market cap at about $365 billion dollars next year & a share price of over $100", "tweet_type": "analysis", "timeline": "years", "summary": "Long INTC to $100+/share (~$365B mkt cap) on 14A node lead, High NA EUV monopoly, and foundry share gains from TSMC; short TSMC on ~40% advanced node share loss.", "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": "What’s the story with Intel so far? And where is it going next. If you haven’t been trading as long as me (specifically semis) you might not understand what’s going on. \n\n*ahem* so let me break it down. \n\nLast season, Intel under Pat Gelsinger 👑 made a conscious decision to try to LEAP over TSMC on fab process nodes. To do this they took a huge risk by investing heavy CapEx into R&D specifically by being the first to invest in ASML’s most advanced High NA EUV machines (~$350 Million per machine). Wall Street punished them dearly for it.. but I saw the potential. \n\nIntel bought ALL of ASML’s high NA EUV capacity in 2024 for their 14A node capacity and they are the ONLY one's with High NA EUV in production today. That took a few years of R&D to make that possible and was a huge risk … but is now a structural advantage. TSMC can’t just magically catch up without the same type of time investment and High NA EUV is not simple to integrate (the optical engineers can tell you why). Finally now we are seeing this investment pay dividends. Intel’s own line of Xeon processors use 18A and are ALREADY competitive with TSMC 2 nm process on density & efficiency. \n\nIntel 14A which uses even more High NA looks to be EVEN better leading to a leap in transistor density of 20% and energy efficiency of 35% !!! We have not seen this level of performance leap in one node generation in semis since the mid 90s. For context the performance difference between TSMC 3 nm node to 2 nm node is only ~10% more density and at most ~16% more power efficiency but at a WAY higher cost! \n\nEveryone see's the potential. This is why you have SoftBank investing $2 billion into Intel, its not because they have a good heart its become ARM wants to penetrate the data center space and by investing + negotiation they get to ride the stock to subsidize the fab costs. Nvidia now with its $5 billion investment is doing the same, partnering up for x86 & NVLink fabrication because SERDES/Networking is most of the energy use in data centers. Intel has always had better SERDES & Photonics IP than their competitors and again Nvidia is a big enough customer that by doing a deal they will materially change the value of the company. Just today Nvidia probably made $1.5 BILLION dollars on their Intel stock. \n\nThen we have the U.S. government which acquired a 10% stake in Intel rather than give free grant money. This was a SMART move, and they already made about $3 billion dollars in profit off Intel. If the trend continues with more & more customers moving to Intel fab (Tesla & MediaTek likely next) we are going to have REAL competition for TSMC.\n\nSo some predictions:\n-Nvidia, CISCO, MediaTek, Broadcom will all be moving heavily to 14A for their networking equipment\n-Intel to sell or license X86 IP to Nvidia (& maybe others?) remember Nvidia wanted to buy ARM a few years ago but couldn't this is a way more tolerable deal.\n-Intel to take SIGNIFICANT market share from TSMC on high end nodes I would predict will be about 40% of advanced semi capacity. \n\nTSMC gets about 24% of total revenue from 3 nm and 36% from 5 nm accounting for $21.18 billion & $31.78 billion. Which means Intel can likely capture: \n\n(21.18 + 31.78) * 40% =  20 billion dollars\nTotal Revenue > 75 billion dollars\n\nThat would be an increase in revenue for Intel of 40% YoY with more capacity moving to Intel foundries I predict in the following year. Right now Intel is trading at 2x sales because the market isn't pricing in the reduction in CapEx & increased revenue I think this will modestly go to a more industry standard of 4-5x putting Intel market cap at about $365 billion dollars next year & a share price of over $100.\n\nOh yeah.. one more thing. Where was the signs this was coming? Remember when I said that Intel is ASML's biggest customer and the ONLY people who have High NA EUV in production? Well they reported earnings a few weeks ago and projected a 30% increase in High NA EUV sales & the stock promptly rallied 20%... hmmm wonder who that could be going to? Was only an obvious sign that Intel got an anchor customer for 14A and needed to expand production.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.18547596116770415, "ret_signed_m1d": -0.18547596116770415, "alpha_spy_m1d": -0.18082519277988351, "alpha_c_m1d": -0.1485008238932214, "bench_spy_m1d": -0.004650768387820636, "bench_c_m1d": -0.03697513727448276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03238468370955794, "ret_signed_p1d": -0.03238468370955794, "alpha_spy_p1d": -0.03733745851583026, "alpha_c_p1d": -0.02840950635493411, "bench_spy_p1d": 0.00495277480627232, "bench_c_p1d": -0.003975177354623827, "ret_p1w": 0.11187445265894502, "ret_signed_p1w": 0.11187445265894502, "alpha_spy_p1w": 0.11547672483559035, "alpha_c_p1w": 0.09897106173415127, "bench_spy_p1w": -0.003602272176645327, "bench_c_p1w": 0.012903390924793756, "ret_p1m": 0.21066400690214393, "ret_signed_p1m": 0.21066400690214393, "alpha_spy_p1m": 0.2046664632085895, "alpha_c_p1m": 0.12907909326036093, "bench_spy_p1m": 0.00599754369355443, "bench_c_p1m": 0.081584913641783, "ret_p3m": 0.22047764951754134, "ret_signed_p3m": 0.22047764951754134, "alpha_spy_p3m": 0.1925549616697355, "alpha_c_p3m": 0.11015179797148611, "bench_spy_p3m": 0.027922687847805827, "bench_c_p3m": 0.11032585154605523, "ret_p6m": 0.4972195261589405, "ret_signed_p6m": 0.4972195261589405, "alpha_spy_p6m": 0.4914385399835848, "alpha_c_p6m": 0.2714404623827442, "bench_spy_p6m": 0.005780986175355718, "bench_c_p6m": 0.22577906377619628, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3068, -0.2623, -0.2738, -0.264, -0.2578, -0.2673, -0.2525, -0.2843, -0.2643, -0.2643, -0.2803, -0.2283, -0.2332, -0.2208, -0.2336, -0.2378, -0.2502, -0.2578, -0.2542, -0.2444, -0.2391, -0.2398, -0.2316, -0.2597, -0.3229, -0.3235, -0.3324, -0.3346, -0.3523, -0.3683, -0.3621, -0.3395, -0.3324, -0.3533, -0.3474, -0.3245, -0.2866, -0.2731, -0.2195, -0.1966, -0.226, -0.1721, -0.23, -0.2313, -0.1887, -0.1969, -0.2035, -0.1871, -0.1845, -0.2035, -0.2035, -0.208, -0.2149, -0.195, -0.1989, -0.1992, -0.2005, -0.1897, -0.195, -0.2123, -0.1897, -0.1734, -0.1855, 0.0, -0.0324, -0.0592, -0.0402, 0.0213, 0.1119, 0.1613, 0.1279, 0.0975, 0.1757, 0.2202, 0.2048, 0.1969, 0.2159, 0.2244, 0.2365, 0.1897, 0.2175, 0.1655, 0.2152, 0.2051, 0.2107, 0.2463, 0.247, 0.2077, 0.2483, 0.2522, 0.2934, 0.3585, 0.3523, 0.3137, 0.3081, 0.2921, 0.2113, 0.2555, 0.2182, 0.2473, 0.2578, 0.2391, 0.2395, 0.1747, 0.1619, 0.1354, 0.123, 0.1485, 0.0998, 0.1286, 0.1708, 0.1721, 0.2041, 0.2041, 0.3268, 0.3088, 0.422, 0.4315, 0.3248, 0.3546, 0.3183, 0.3248, 0.334, 0.2924, 0.2368, 0.227, 0.2205, 0.1793, 0.1868, 0.2044, 0.1897, 0.1891, 0.1829, 0.1829, 0.1842, 0.1999, 0.2202, 0.2071, 0.2071, 0.2882, 0.2879, 0.3098, 0.3945, 0.3448, 0.49, 0.4413, 0.5469, 0.5937, 0.5806, 0.5361, 0.5361, 0.5885, 0.7746, 0.7769, 0.4743, 0.3899, 0.437, 0.5957, 0.5918, 0.5201, 0.5967, 0.6111, 0.5898, 0.578, 0.6549, 0.6434, 0.5417, 0.5797, 0.5204, 0.5306, 0.5306, 0.5106, 0.4871, 0.4596, 0.4429, 0.4272, 0.5087, 0.5335, 0.4871, 0.492, 0.4884, 0.4099, 0.491, 0.5031, 0.4203, 0.491, 0.5303, 0.5695, 0.4802, 0.4972]}
{"unit_id": "orig:1968714846171512942", "ticker_idx": 1, "ts": "2025-09-18T16:32:50+00:00", "symbol": "ASML", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they reported earnings a few weeks ago and projected a 30% increase in High NA EUV sales & the stock promptly rallied 20%... hmmm wonder who that could be going to?", "tweet_type": "analysis", "timeline": "years", "summary": "Long INTC to $100+/share (~$365B mkt cap) on 14A node lead, High NA EUV monopoly, and foundry share gains from TSMC; short TSMC on ~40% advanced node share loss.", "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": "What’s the story with Intel so far? And where is it going next. If you haven’t been trading as long as me (specifically semis) you might not understand what’s going on. \n\n*ahem* so let me break it down. \n\nLast season, Intel under Pat Gelsinger 👑 made a conscious decision to try to LEAP over TSMC on fab process nodes. To do this they took a huge risk by investing heavy CapEx into R&D specifically by being the first to invest in ASML’s most advanced High NA EUV machines (~$350 Million per machine). Wall Street punished them dearly for it.. but I saw the potential. \n\nIntel bought ALL of ASML’s high NA EUV capacity in 2024 for their 14A node capacity and they are the ONLY one's with High NA EUV in production today. That took a few years of R&D to make that possible and was a huge risk … but is now a structural advantage. TSMC can’t just magically catch up without the same type of time investment and High NA EUV is not simple to integrate (the optical engineers can tell you why). Finally now we are seeing this investment pay dividends. Intel’s own line of Xeon processors use 18A and are ALREADY competitive with TSMC 2 nm process on density & efficiency. \n\nIntel 14A which uses even more High NA looks to be EVEN better leading to a leap in transistor density of 20% and energy efficiency of 35% !!! We have not seen this level of performance leap in one node generation in semis since the mid 90s. For context the performance difference between TSMC 3 nm node to 2 nm node is only ~10% more density and at most ~16% more power efficiency but at a WAY higher cost! \n\nEveryone see's the potential. This is why you have SoftBank investing $2 billion into Intel, its not because they have a good heart its become ARM wants to penetrate the data center space and by investing + negotiation they get to ride the stock to subsidize the fab costs. Nvidia now with its $5 billion investment is doing the same, partnering up for x86 & NVLink fabrication because SERDES/Networking is most of the energy use in data centers. Intel has always had better SERDES & Photonics IP than their competitors and again Nvidia is a big enough customer that by doing a deal they will materially change the value of the company. Just today Nvidia probably made $1.5 BILLION dollars on their Intel stock. \n\nThen we have the U.S. government which acquired a 10% stake in Intel rather than give free grant money. This was a SMART move, and they already made about $3 billion dollars in profit off Intel. If the trend continues with more & more customers moving to Intel fab (Tesla & MediaTek likely next) we are going to have REAL competition for TSMC.\n\nSo some predictions:\n-Nvidia, CISCO, MediaTek, Broadcom will all be moving heavily to 14A for their networking equipment\n-Intel to sell or license X86 IP to Nvidia (& maybe others?) remember Nvidia wanted to buy ARM a few years ago but couldn't this is a way more tolerable deal.\n-Intel to take SIGNIFICANT market share from TSMC on high end nodes I would predict will be about 40% of advanced semi capacity. \n\nTSMC gets about 24% of total revenue from 3 nm and 36% from 5 nm accounting for $21.18 billion & $31.78 billion. Which means Intel can likely capture: \n\n(21.18 + 31.78) * 40% =  20 billion dollars\nTotal Revenue > 75 billion dollars\n\nThat would be an increase in revenue for Intel of 40% YoY with more capacity moving to Intel foundries I predict in the following year. Right now Intel is trading at 2x sales because the market isn't pricing in the reduction in CapEx & increased revenue I think this will modestly go to a more industry standard of 4-5x putting Intel market cap at about $365 billion dollars next year & a share price of over $100.\n\nOh yeah.. one more thing. Where was the signs this was coming? Remember when I said that Intel is ASML's biggest customer and the ONLY people who have High NA EUV in production? Well they reported earnings a few weeks ago and projected a 30% increase in High NA EUV sales & the stock promptly rallied 20%... hmmm wonder who that could be going to? Was only an obvious sign that Intel got an anchor customer for 14A and needed to expand production.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05985118711641857, "ret_signed_m1d": -0.05985118711641857, "alpha_spy_m1d": -0.05520041872859793, "alpha_c_m1d": -0.022876049841935808, "bench_spy_m1d": -0.004650768387820636, "bench_c_m1d": -0.03697513727448276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004688602450992896, "ret_signed_p1d": 0.004688602450992896, "alpha_spy_p1d": -0.00026417235527942395, "alpha_c_p1d": 0.008663779805616723, "bench_spy_p1d": 0.00495277480627232, "bench_c_p1d": -0.003975177354623827, "ret_p1w": 0.02344254932681311, "ret_signed_p1w": 0.02344254932681311, "alpha_spy_p1w": 0.02704482150345844, "alpha_c_p1w": 0.010539158402019355, "bench_spy_p1w": -0.003602272176645327, "bench_c_p1w": 0.012903390924793756, "ret_p1m": 0.10936631286390708, "ret_signed_p1m": 0.10936631286390708, "alpha_spy_p1m": 0.10336876917035265, "alpha_c_p1m": 0.02778139922212408, "bench_spy_p1m": 0.00599754369355443, "bench_c_p1m": 0.081584913641783, "ret_p3m": 0.16184437717877964, "ret_signed_p3m": 0.16184437717877964, "alpha_spy_p3m": 0.13392168933097381, "alpha_c_p3m": 0.05151852563272441, "bench_spy_p3m": 0.027922687847805827, "bench_c_p3m": 0.11032585154605523, "ret_p6m": 0.4548993240389265, "ret_signed_p6m": 0.4548993240389265, "alpha_spy_p6m": 0.4491183378635708, "alpha_c_p6m": 0.22912026026273025, "bench_spy_p6m": 0.005780986175355718, "bench_c_p6m": 0.22577906377619628, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1617, -0.1256, -0.1235, -0.142, -0.1443, -0.1384, -0.1502, -0.1404, -0.1458, -0.1458, -0.156, -0.1463, -0.1401, -0.1377, -0.1379, -0.1327, -0.1152, -0.1889, -0.1992, -0.2103, -0.2263, -0.2415, -0.2292, -0.2205, -0.2353, -0.2152, -0.2256, -0.2224, -0.2512, -0.2565, -0.2462, -0.2567, -0.2553, -0.2314, -0.2215, -0.2226, -0.2005, -0.1856, -0.186, -0.2001, -0.1943, -0.1985, -0.1922, -0.2074, -0.1864, -0.1868, -0.1774, -0.1701, -0.1771, -0.1996, -0.1996, -0.2177, -0.2058, -0.1879, -0.1575, -0.1418, -0.1322, -0.1451, -0.1333, -0.1228, -0.0652, -0.0532, -0.0599, 0.0, 0.0047, 0.0323, 0.0385, 0.0206, 0.0234, 0.0256, 0.0375, 0.0434, 0.0813, 0.1103, 0.1125, 0.1245, 0.0803, 0.0647, 0.0568, 0.009, 0.0613, 0.0597, 0.0884, 0.0989, 0.1094, 0.1232, 0.1048, 0.0903, 0.1171, 0.1135, 0.1425, 0.1344, 0.1562, 0.1612, 0.1437, 0.1519, 0.1123, 0.127, 0.1113, 0.098, 0.1216, 0.1039, 0.12, 0.1012, 0.0873, 0.1013, 0.0841, 0.1222, 0.0593, 0.0436, 0.0666, 0.0832, 0.124, 0.124, 0.1445, 0.1747, 0.1972, 0.2319, 0.1986, 0.1871, 0.209, 0.2001, 0.2086, 0.2124, 0.167, 0.1746, 0.1618, 0.0964, 0.1189, 0.1402, 0.1413, 0.1465, 0.1505, 0.1505, 0.1583, 0.151, 0.1576, 0.1552, 0.1552, 0.2566, 0.3261, 0.3412, 0.3264, 0.2895, 0.3754, 0.3834, 0.3714, 0.3645, 0.4378, 0.4669, 0.4669, 0.4318, 0.4685, 0.5062, 0.4998, 0.526, 0.5706, 0.5364, 0.5712, 0.5365, 0.5563, 0.5072, 0.4459, 0.4578, 0.5257, 0.5435, 0.5283, 0.5521, 0.521, 0.5208, 0.5208, 0.535, 0.5879, 0.5773, 0.5889, 0.6066, 0.6194, 0.6504, 0.5826, 0.5683, 0.5391, 0.4714, 0.5129, 0.4794, 0.3977, 0.4676, 0.4957, 0.4992, 0.4613, 0.4549]}
{"unit_id": "orig:1957813312080462270", "ticker_idx": 0, "ts": "2025-08-19T14:34:02+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 a $30 stock at best", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish Palantir; values it at $30 at best, implying significant downside.", "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": "Palantir is a $30 stock at best. Forward deployed put engineer I am.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10320126009063002, "ret_signed_m1d": -0.10320126009063002, "alpha_spy_m1d": -0.09774647034753303, "alpha_c_m1d": -0.09774647034753303, "bench_spy_m1d": 0.005454789743096988, "bench_c_m1d": 0.005454789743096988, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011030145756982912, "ret_signed_p1d": 0.011030145756982912, "alpha_spy_p1d": 0.008373064952038267, "alpha_c_p1d": 0.008373064952038267, "bench_spy_p1d": -0.002657080804944645, "bench_c_p1d": -0.002657080804944645, "ret_p1w": 0.0197780989996037, "ret_signed_p1w": -0.0197780989996037, "alpha_spy_p1w": -0.01141622288141475, "alpha_c_p1w": -0.01141622288141475, "bench_spy_p1w": 0.008361876118188949, "bench_c_p1w": 0.008361876118188949, "ret_p1m": 0.06706815740763661, "ret_signed_p1m": -0.06706815740763661, "alpha_spy_p1m": -0.03679346668102035, "alpha_c_p1m": -0.03679346668102035, "bench_spy_p1m": 0.03027469072661626, "bench_c_p1m": 0.03027469072661626, "ret_p3m": 0.10307445012257332, "ret_signed_p3m": -0.10307445012257332, "alpha_spy_p3m": -0.0499604195148311, "alpha_c_p3m": -0.0499604195148311, "bench_spy_p3m": 0.053114030607742224, "bench_c_p3m": 0.053114030607742224, "ret_p6m": -0.13990495926604596, "ret_signed_p6m": 0.13990495926604596, "alpha_spy_p6m": 0.22761659713143434, "alpha_c_p6m": 0.22761659713143434, "bench_spy_p6m": 0.08771163786538838, "bench_c_p6m": 0.08771163786538838, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06706815740763661, "alpha_spy_stated": -0.03679346668102035, "alpha_c_stated": -0.03679346668102035, "price_path": [-0.2248, -0.2183, -0.2183, -0.2178, -0.2155, -0.2246, -0.1646, -0.163, -0.1558, -0.1758, -0.2399, -0.1904, -0.1629, -0.1581, -0.1354, -0.143, -0.129, -0.1036, -0.1239, -0.1128, -0.1128, -0.1296, -0.113, -0.092, -0.0941, -0.0856, -0.1712, -0.1358, -0.1716, -0.1625, -0.1483, -0.1483, -0.1181, -0.1144, -0.0927, -0.0967, -0.0992, -0.0545, -0.0581, -0.0434, -0.0238, -0.0268, -0.0378, -0.055, -0.0198, -0.0183, 0.0067, 0.0008, -0.0096, 0.0055, 0.0038, -0.0221, 0.0184, 0.0984, 0.1381, 0.155, 0.1852, 0.158, 0.1852, 0.1687, 0.1475, 0.1231, 0.1032, 0.0, -0.011, -0.01, 0.0063, -0.0037, 0.0198, -0.0065, 0.0023, -0.0066, -0.0066, -0.0042, -0.0181, -0.0102, -0.0294, -0.0105, 0.0292, 0.057, 0.0419, 0.0867, 0.0853, 0.0793, 0.0671, 0.1218, 0.1562, 0.1368, 0.1572, 0.1383, 0.1355, 0.1256, 0.1338, 0.1564, 0.1724, 0.1857, 0.0971, 0.1381, 0.1548, 0.1636, 0.1757, 0.1121, 0.1234, 0.1394, 0.1386, 0.1291, 0.1293, 0.1511, 0.1506, 0.1125, 0.1441, 0.1704, 0.1992, 0.2019, 0.2603, 0.2333, 0.2708, 0.3133, 0.2091, 0.1911, 0.1097, 0.1279, 0.2273, 0.2105, 0.1675, 0.0912, 0.1031, 0.0856, 0.0607, 0.0486, -0.0127, -0.0184, 0.0285, 0.0368, 0.0508, 0.0508, 0.0678, 0.0617, 0.082, 0.1162, 0.1279, 0.1522, 0.1505, 0.1527, 0.1912, 0.1888, 0.1637, 0.1616, 0.1902, 0.1239, 0.1771, 0.2259, 0.2297, 0.2306, 0.2309, 0.2309, 0.1963, 0.1675, 0.1464, 0.1268, 0.1268, 0.0641, 0.1033, 0.1392, 0.1517, 0.1211, 0.1251, 0.1373, 0.1345, 0.1309, 0.1225, 0.0837, 0.0837, 0.0683, 0.0481, 0.0517, 0.0751, 0.0616, 0.0504, -0.0025, -0.0373, -0.0707, -0.0633, 0.0008, -0.1154, -0.1758, -0.1385, -0.0941, -0.1156, -0.1399]}
{"unit_id": "thread:1980640587117117742", "ticker_idx": 0, "ts": "2025-10-21T14:21:29+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My price target for Intel next year is $64. I think 2026 will be a breakout year as the new Xeon's come to market clocking up to 5.1 GIGAHURTZ & the release of 18A-P node to improve performance even further.", "tweet_type": "prediction", "timeline": "months", "summary": "Long INTC with $64 PT for 2026 on Xeon launch and 18A-P node; considering selling Sandisk to add more.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I haven’t sold any of my Intel position by the way. We are debating selling Sandisk to buy more Intel. \n\nI think 2026 will be a breakout year as the new Xeon’s come to market clocking up to 5.1 GIGAHURTZ & the release of 18A-P node to improve performance even further. \n\nIt’s clear there is a real other option in the market for manufacturing high end silicon.\n\n---\n\nMy price target for Intel next year is $64. What I want to see to be a long term shareholder is long term customers and collaboration with other fabless companies. \n\nIt’s clear Intel needs to become a mix of TSMC & ARM where they develop IP in house that they can license to other customers. \n\nVery very excited for the future.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0005246709948604211, "ret_signed_m1d": -0.0005246709948604211, "alpha_spy_m1d": -0.0005396140969365915, "alpha_c_m1d": -0.006085106510298144, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": 0.005560435515437723, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03147955919630774, "ret_signed_p1d": -0.03147955919630774, "alpha_spy_p1d": -0.02628064313042866, "alpha_c_p1d": -0.012076192508635786, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.019403366687671952, "ret_p1w": 0.08945435317312866, "ret_signed_p1w": 0.08945435317312866, "alpha_spy_p1w": 0.0659623299018599, "alpha_c_p1w": 0.0378759944732634, "bench_spy_p1w": 0.023492023271268758, "bench_c_p1w": 0.05157835869986527, "ret_p1m": -0.07896113341743949, "ret_signed_p1m": -0.07896113341743949, "alpha_spy_p1m": -0.06606065255208171, "alpha_c_p1m": -0.061990457267771526, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.016970676149667963, "ret_p3m": 0.23189927597804405, "ret_signed_p3m": 0.23189927597804405, "alpha_spy_p3m": 0.19851015200777744, "alpha_c_p3m": 0.0687487218671694, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": 0.16315055411087465, "ret_p6m": 0.7035677927862791, "ret_signed_p6m": 0.7035677927862791, "alpha_spy_p6m": 0.6549517394758915, "alpha_c_p6m": 0.3875829236958819, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.31598486909039725, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07896113341743949, "alpha_spy_stated": -0.06606065255208171, "alpha_c_stated": -0.061990457267771526, "price_path": [-0.4063, -0.457, -0.4575, -0.4646, -0.4664, -0.4806, -0.4934, -0.4885, -0.4704, -0.4646, -0.4814, -0.4767, -0.4583, -0.4279, -0.4171, -0.3741, -0.3557, -0.3793, -0.336, -0.3825, -0.3835, -0.3494, -0.356, -0.3612, -0.3481, -0.346, -0.3612, -0.3612, -0.3649, -0.3704, -0.3544, -0.3576, -0.3578, -0.3589, -0.3502, -0.3544, -0.3683, -0.3502, -0.3371, -0.3468, -0.1981, -0.224, -0.2455, -0.2303, -0.181, -0.1083, -0.0687, -0.0955, -0.1199, -0.0572, -0.0215, -0.0338, -0.0401, -0.0249, -0.0181, -0.0084, -0.0459, -0.0236, -0.0653, -0.0254, -0.0336, -0.0291, -0.0005, 0.0, -0.0315, 0.001, 0.0042, 0.0373, 0.0895, 0.0845, 0.0535, 0.0491, 0.0362, -0.0286, 0.0068, -0.0231, 0.0003, 0.0087, -0.0063, -0.006, -0.058, -0.0682, -0.0895, -0.0994, -0.079, -0.118, -0.095, -0.0611, -0.0601, -0.0344, -0.0344, 0.064, 0.0496, 0.1403, 0.148, 0.0624, 0.0863, 0.0572, 0.0624, 0.0698, 0.0365, -0.0081, -0.016, -0.0212, -0.0543, -0.0483, -0.0341, -0.0459, -0.0464, -0.0514, -0.0514, -0.0504, -0.0378, -0.0215, -0.032, -0.032, 0.0331, 0.0328, 0.0504, 0.1183, 0.0784, 0.1949, 0.1558, 0.2406, 0.2781, 0.2676, 0.2319, 0.2319, 0.2739, 0.4231, 0.425, 0.1823, 0.1146, 0.1524, 0.2796, 0.2765, 0.219, 0.2804, 0.292, 0.2749, 0.2655, 0.3271, 0.3179, 0.2364, 0.2668, 0.2193, 0.2274, 0.2274, 0.2114, 0.1925, 0.1705, 0.1571, 0.1445, 0.2099, 0.2298, 0.1925, 0.1965, 0.1936, 0.1306, 0.1957, 0.2054, 0.139, 0.1957, 0.2272, 0.2587, 0.187, 0.2007, 0.2004, 0.1558, 0.1813, 0.2114, 0.1508, 0.1545, 0.1558, 0.2377, 0.1569, 0.1314, 0.0805, 0.1577, 0.26, 0.3216, 0.3216, 0.3321, 0.388, 0.5464, 0.6191, 0.6364, 0.7099, 0.6739, 0.7036]}
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{"unit_id": "orig:1958550827150233646", "ticker_idx": 0, "ts": "2025-08-21T15:24:39+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia. Their whole stack is optimized for training… they really are cooked and would need to completely reshape their networking teams to change that. Added that H100 and B200 are not best perf/watt or perf/$ for inference it's looking bleak.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NVDA: GPU stack optimized for training not inference, InfiniBand overkill for inference workloads, H100/B200 poor perf/watt and perf/$ for inference — 'cooked' in the AI inference arms race.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "My take of who is likely to win the AI inference infrastructure arms race on Price per Token (PPT). \n\nNo particular order. \n\n1. Google - they invested in TPU early, big performance and scaling culture they haven’t been as fast to compete on models with OpenAI & Anthropic but remember when they said “we have no moat - but neither do our competition” well turns out infrastructure and scale is a moat… + great data for future models\n\n2. Lambda Labs - I think the CEO was early to realize that open source models are competitive with closed source and is making lots of moves to be the best at inference from not just hosting but experiential. Also they already have the hardware and networking talent to go from just renting compute to inference as a service. Broadly speaking a bet on Lamda Labs is a bet on open source models becoming useful and part of the day to day application layer, with Qwen and DeepSeek still committing to open source I am very bullish on them. \n\n3. OpenAI - They have GPT, it’s a brand normies know about and trust, it’s the first API every SaaS tool will call they are ubiquitous. They will need to transition resources but I think they can do it, I’m sure their margin on serving ChatGPT is worst than Google serving Gemini but they have the wind at their back, its their game to lose. If Sam makes the right investments he could easily become the next Google or better and I just am more bullish on him as an operator to canabilize any application products. He will see them with free tokens, help them grow, and then eat them up. They already have good talent (I know they do because they tried to hire me). It just will take  a ruthless ruthless amount of focus and optimization. \n\nThe big losers: \n-Anthropic, they are at the whims of AWS & Tranium team. I’m sure Amazon cares about Anthropic doing well but not enough to change their data center design to lose money. Really sad as they arguably have the best models, proving my thesis that model supremacy isn’t winning the war.\n\n-Nvidia. Their whole stack is optimized for training, training is super hard to do well and it’s a much harder problem than inference from the compute to the networking. Nobody would use infiniband 800G for inference that is not what it is made for… 25/10G is probably enough for inference that shit is a commodity. If this post was about training I’d be saying the opposite but they really are cooked and would need to completely reshape their networking teams to change that. 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{"unit_id": "quote:1958546643202244770", "ticker_idx": 0, "ts": "2025-08-21T15:08:02+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Google is probably building one of the best stacks for inference + Gemini is just all around good model", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Google on inference infrastructure edge and Gemini quality, contingent on capturing application-layer revenue.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "The new race is infra and Google is probably building one of the best stacks for inference + Gemini is just all around good model. \n\nWe will see if they can leverage that to real PnL by taking over application layers. They will have to since regulators are breathing down their neck.", "reply_text": null, "parent_text": null, "quoted_text": "Google just dropped a paper showing that the energy used for a Gemini text prompt has dropped 33x in only 12 months btw https://t.co/gAZRPPtUmB", "parent_author": null, "ret_m1d": -0.002152666659874125, "ret_signed_m1d": -0.002152666659874125, "alpha_spy_m1d": -0.006180635912029109, "alpha_c_m1d": -0.0032462396288173156, "bench_spy_m1d": 0.004027969252154984, "bench_c_m1d": 0.0010935729689431906, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0317396526637872, "ret_signed_p1d": 0.0317396526637872, "alpha_spy_p1d": 0.01638281962269028, "alpha_c_p1d": 0.017340718962554957, "bench_spy_p1d": 0.015356833041096918, "bench_c_p1d": 0.014398933701232242, "ret_p1w": 0.05952437404705235, "ret_signed_p1w": 0.05952437404705235, "alpha_spy_p1w": 0.03848752467774119, "alpha_c_p1w": 0.042391472721859946, "bench_spy_p1w": 0.02103684936931116, "bench_c_p1w": 0.017132901325192407, "ret_p1m": 0.2763346016191577, "ret_signed_p1m": 0.2763346016191577, "alpha_spy_p1m": 0.2291469753294122, "alpha_c_p1m": 0.18811797884536863, "bench_spy_p1m": 0.04718762628974549, "bench_c_p1m": 0.08821662277378906, "ret_p3m": 0.42445185714229905, "ret_signed_p3m": 0.42445185714229905, "alpha_spy_p3m": 0.3829759986439083, "alpha_c_p3m": 0.4019426151376917, "bench_spy_p3m": 0.04147585849839075, "bench_c_p3m": 0.022509242004607355, "ret_p6m": 0.5328840516281477, "ret_signed_p6m": 0.5328840516281477, "alpha_spy_p6m": 0.45403866299897766, "alpha_c_p6m": 0.48165072477894944, "bench_spy_p6m": 0.07884538862917001, "bench_c_p6m": 0.051233326849198235, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2763346016191577, "alpha_spy_stated": 0.2291469753294122, "alpha_c_stated": 0.18811797884536863, "price_path": [-0.1576, -0.1355, -0.1382, -0.1407, -0.1413, -0.1548, -0.1691, -0.1597, -0.1589, -0.1316, -0.1184, -0.1059, -0.1121, -0.1204, -0.1256, -0.115, -0.1191, -0.1323, -0.1323, -0.1658, -0.173, -0.1651, -0.1455, -0.1312, -0.1062, -0.1177, -0.1197, -0.1057, -0.1012, -0.1012, -0.1149, -0.1271, -0.1158, -0.1108, -0.0979, -0.0911, -0.0889, -0.084, -0.081, -0.0735, -0.0483, -0.0421, -0.0477, -0.0379, -0.0329, -0.0359, -0.02, -0.0161, -0.0393, -0.0532, -0.0236, -0.0254, -0.0183, -0.0162, 0.0084, 0.0063, 0.018, 0.0111, 0.016, 0.0208, 0.0188, 0.0091, -0.0022, 0.0, 0.0317, 0.0438, 0.037, 0.0387, 0.0595, 0.0659, 0.0659, 0.0581, 0.1547, 0.163, 0.1765, 0.1727, 0.2007, 0.1984, 0.2044, 0.2066, 0.2608, 0.2585, 0.2503, 0.2629, 0.2763, 0.2654, 0.261, 0.2384, 0.2316, 0.2353, 0.2229, 0.2181, 0.2271, 0.2311, 0.2294, 0.2548, 0.2314, 0.2257, 0.2102, 0.1854, 0.2234, 0.2299, 0.2578, 0.26, 0.2692, 0.2855, 0.255, 0.2612, 0.2681, 0.3024, 0.3492, 0.3402, 0.3758, 0.4104, 0.409, 0.4216, 0.3907, 0.4246, 0.4268, 0.3971, 0.4536, 0.4597, 0.4366, 0.3958, 0.385, 0.4282, 0.4245, 0.4672, 0.4504, 0.5015, 0.5963, 0.6207, 0.6032, 0.6032, 0.6043, 0.5778, 0.5824, 0.6016, 0.5915, 0.6098, 0.573, 0.5898, 0.6055, 0.5665, 0.5508, 0.5454, 0.5371, 0.4878, 0.5165, 0.5401, 0.5532, 0.5762, 0.5749, 0.5749, 0.5719, 0.5722, 0.5736, 0.5694, 0.5694, 0.5802, 0.5871, 0.5761, 0.6144, 0.6318, 0.6475, 0.664, 0.6846, 0.6839, 0.6686, 0.6546, 0.6546, 0.6145, 0.6465, 0.6573, 0.6442, 0.671, 0.6774, 0.6848, 0.696, 0.6947, 0.7233, 0.7033, 0.6699, 0.6609, 0.6188, 0.6261, 0.5974, 0.5592, 0.5493, 0.5329]}
{"unit_id": "quote:1978686377832140900", "ticker_idx": 0, "ts": "2025-10-16T04:56:09+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Extremely bullish for Intel also very innovative. Eschewing HBM for DDR with a wider bus and making this an air cooled card will make this a TCO king.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Intel on Crescent Island GPU: DDR+wide-bus+air-cooling = TCO king in inference workloads.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Extremely bullish for Intel also very innovative. Eschewing HBM for DDR with a wider bus and making this an air cooled card will make this a TCO king.", "reply_text": null, "parent_text": null, "quoted_text": "Surprise.\n\nhttps://t.co/qAVW0YXn0k\n\nAfter discussions with @Intel leadership at its tech day a couple of weeks back, I knew some other announcement was coming. \n\nIntel’s new \"Crescent Island\" GPU leans into inference workloads with 160 GB LPDDR5X, an all new Xe3P architecture,", "parent_author": null, "ret_m1d": 0.00841480380040771, "ret_signed_m1d": 0.00841480380040771, "alpha_spy_m1d": 0.0015579732996964246, "alpha_c_m1d": 0.01284234174528709, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": -0.004427537944879378, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004614499680814177, "ret_signed_p1d": 0.004614499680814177, "alpha_spy_p1d": -0.0010617054834389794, "alpha_c_p1d": 0.005983548058880239, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": -0.0013690483780660623, "ret_p1w": 0.03583061046028502, "ret_signed_p1w": 0.03583061046028502, "alpha_spy_p1w": 0.018998548499159496, "alpha_c_p1w": 0.031461212262849036, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.004369398197435981, "ret_p1m": -0.03583061046028502, "ret_signed_p1m": -0.03583061046028502, "alpha_spy_p1m": -0.052919961925852466, "alpha_c_p1m": -0.040724425612805204, "bench_spy_p1m": 0.01708935146556745, "bench_c_p1m": 0.004893815152520187, "ret_p3m": 0.28365908576700627, "ret_signed_p3m": 0.28365908576700627, "alpha_spy_p3m": 0.23040779692078583, "alpha_c_p3m": 0.13962089330321947, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.1440381924637868, "ret_p6m": 0.6932682087335236, "ret_signed_p6m": 0.6932682087335236, "alpha_spy_p6m": 0.6589246244038145, "alpha_c_p6m": 0.41671874210774495, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.2765494666257786, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03583061046028502, "alpha_spy_stated": -0.052919961925852466, "alpha_c_stated": -0.040724425612805204, "price_path": [-0.3686, -0.3692, -0.3624, -0.3857, -0.4381, -0.4387, -0.446, -0.4479, -0.4625, -0.4758, -0.4707, -0.452, -0.446, -0.4634, -0.4585, -0.4395, -0.408, -0.3969, -0.3523, -0.3333, -0.3578, -0.313, -0.361, -0.3621, -0.3268, -0.3336, -0.339, -0.3255, -0.3233, -0.339, -0.339, -0.3428, -0.3485, -0.332, -0.3352, -0.3355, -0.3366, -0.3276, -0.332, -0.3464, -0.3276, -0.3141, -0.3241, -0.1702, -0.1971, -0.2193, -0.2036, -0.1526, -0.0774, -0.0364, -0.0641, -0.0893, -0.0244, 0.0125, -0.0003, -0.0068, 0.009, 0.016, 0.0261, -0.0128, 0.0103, -0.0328, 0.0084, 0.0, 0.0046, 0.0342, 0.0347, 0.0022, 0.0358, 0.0391, 0.0733, 0.1273, 0.1221, 0.0901, 0.0855, 0.0722, 0.0052, 0.0418, 0.0109, 0.035, 0.0437, 0.0282, 0.0285, -0.0252, -0.0358, -0.0578, -0.0681, -0.047, -0.0874, -0.0635, -0.0285, -0.0274, -0.0008, -0.0008, 0.101, 0.086, 0.18, 0.1878, 0.0993, 0.124, 0.0939, 0.0993, 0.1069, 0.0725, 0.0263, 0.0182, 0.0128, -0.0214, -0.0152, -0.0005, -0.0128, -0.0133, -0.0185, -0.0185, -0.0174, -0.0043, 0.0125, 0.0016, 0.0016, 0.0689, 0.0687, 0.0869, 0.1572, 0.1159, 0.2364, 0.196, 0.2837, 0.3225, 0.3116, 0.2747, 0.2747, 0.3181, 0.4726, 0.4745, 0.2234, 0.1534, 0.1925, 0.3241, 0.3208, 0.2614, 0.3249, 0.3369, 0.3192, 0.3094, 0.3732, 0.3637, 0.2793, 0.3108, 0.2617, 0.2701, 0.2701, 0.2535, 0.234, 0.2112, 0.1973, 0.1843, 0.2519, 0.2725, 0.234, 0.2381, 0.2351, 0.1699, 0.2372, 0.2473, 0.1786, 0.2372, 0.2698, 0.3024, 0.2283, 0.2424, 0.2421, 0.196, 0.2223, 0.2535, 0.1908, 0.1946, 0.196, 0.2807, 0.1971, 0.1707, 0.1181, 0.1979, 0.3037, 0.3675, 0.3675, 0.3784, 0.4362, 0.6002, 0.6754, 0.6933]}
{"unit_id": "quote:1968492921365110866", "ticker_idx": 0, "ts": "2025-09-18T01:50:59+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Those who believed in Intel early on will be very wealthy in the future. Good chance they reach a trillion dollar market cap if they surpass TSMC & another four trillion once they leap frog Nvidia.", "tweet_type": "prediction", "timeline": "years", "summary": "Long INTC with high conviction; projects $1T+ market cap on 18A node success, eventual TSMC surpass and Nvidia leapfrog.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "He was always going to make it. Those who believed in Intel early on will be very wealthy in the future. \n\nGood chance they reach a trillion dollar market cap if they surpass TSMC & another four trillion once they leap frog Nvidia. \n\nI was early on this.", "reply_text": null, "parent_text": null, "quoted_text": ">be me, Intel, 2020s\n>stuck on 14nm++ while AMD pulls giga-chad comeback\n>Apple dumps me for homemade silicon, humiliation.exe\n>GPUs flop harder than a Wii U launch\n>TSMC flexing 3nm while I’m still debugging 7nm\n>but wait.jpg, 2025\n>Lunar Lake doesn’t explode\n>18A node actually https://t.co/kqgEPuwQCk", "parent_author": null, "ret_m1d": -0.18547596116770415, "ret_signed_m1d": -0.18547596116770415, "alpha_spy_m1d": -0.18082519277988351, "alpha_c_m1d": -0.1485008238932214, "bench_spy_m1d": -0.004650768387820636, "bench_c_m1d": -0.03697513727448276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03238468370955794, "ret_signed_p1d": -0.03238468370955794, "alpha_spy_p1d": -0.03733745851583026, "alpha_c_p1d": -0.02840950635493411, "bench_spy_p1d": 0.00495277480627232, "bench_c_p1d": -0.003975177354623827, "ret_p1w": 0.11187445265894502, "ret_signed_p1w": 0.11187445265894502, "alpha_spy_p1w": 0.11547672483559035, "alpha_c_p1w": 0.09897106173415127, "bench_spy_p1w": -0.003602272176645327, "bench_c_p1w": 0.012903390924793756, "ret_p1m": 0.21066400690214393, "ret_signed_p1m": 0.21066400690214393, "alpha_spy_p1m": 0.2046664632085895, "alpha_c_p1m": 0.12907909326036093, "bench_spy_p1m": 0.00599754369355443, "bench_c_p1m": 0.081584913641783, "ret_p3m": 0.22047764951754134, "ret_signed_p3m": 0.22047764951754134, "alpha_spy_p3m": 0.1925549616697355, "alpha_c_p3m": 0.11015179797148611, "bench_spy_p3m": 0.027922687847805827, "bench_c_p3m": 0.11032585154605523, "ret_p6m": 0.4972195261589405, "ret_signed_p6m": 0.4972195261589405, "alpha_spy_p6m": 0.4914385399835848, "alpha_c_p6m": 0.2714404623827442, "bench_spy_p6m": 0.005780986175355718, "bench_c_p6m": 0.22577906377619628, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3068, -0.2623, -0.2738, -0.264, -0.2578, -0.2673, -0.2525, -0.2843, -0.2643, -0.2643, -0.2803, -0.2283, -0.2332, -0.2208, -0.2336, -0.2378, -0.2502, -0.2578, -0.2542, -0.2444, -0.2391, -0.2398, -0.2316, -0.2597, -0.3229, -0.3235, -0.3324, -0.3346, -0.3523, -0.3683, -0.3621, -0.3395, -0.3324, -0.3533, -0.3474, -0.3245, -0.2866, -0.2731, -0.2195, -0.1966, -0.226, -0.1721, -0.23, -0.2313, -0.1887, -0.1969, -0.2035, -0.1871, -0.1845, -0.2035, -0.2035, -0.208, -0.2149, -0.195, -0.1989, -0.1992, -0.2005, -0.1897, -0.195, -0.2123, -0.1897, -0.1734, -0.1855, 0.0, -0.0324, -0.0592, -0.0402, 0.0213, 0.1119, 0.1613, 0.1279, 0.0975, 0.1757, 0.2202, 0.2048, 0.1969, 0.2159, 0.2244, 0.2365, 0.1897, 0.2175, 0.1655, 0.2152, 0.2051, 0.2107, 0.2463, 0.247, 0.2077, 0.2483, 0.2522, 0.2934, 0.3585, 0.3523, 0.3137, 0.3081, 0.2921, 0.2113, 0.2555, 0.2182, 0.2473, 0.2578, 0.2391, 0.2395, 0.1747, 0.1619, 0.1354, 0.123, 0.1485, 0.0998, 0.1286, 0.1708, 0.1721, 0.2041, 0.2041, 0.3268, 0.3088, 0.422, 0.4315, 0.3248, 0.3546, 0.3183, 0.3248, 0.334, 0.2924, 0.2368, 0.227, 0.2205, 0.1793, 0.1868, 0.2044, 0.1897, 0.1891, 0.1829, 0.1829, 0.1842, 0.1999, 0.2202, 0.2071, 0.2071, 0.2882, 0.2879, 0.3098, 0.3945, 0.3448, 0.49, 0.4413, 0.5469, 0.5937, 0.5806, 0.5361, 0.5361, 0.5885, 0.7746, 0.7769, 0.4743, 0.3899, 0.437, 0.5957, 0.5918, 0.5201, 0.5967, 0.6111, 0.5898, 0.578, 0.6549, 0.6434, 0.5417, 0.5797, 0.5204, 0.5306, 0.5306, 0.5106, 0.4871, 0.4596, 0.4429, 0.4272, 0.5087, 0.5335, 0.4871, 0.492, 0.4884, 0.4099, 0.491, 0.5031, 0.4203, 0.491, 0.5303, 0.5695, 0.4802, 0.4972]}
{"unit_id": "reply:1981754710064537961", "ticker_idx": 0, "ts": "2025-10-24T16:08:36+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm loading up now", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Actively buying INTC, treating dips as a loading opportunity.", "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": "@Golden_Ted_ Everyone is selling for cheap profits I’m loading up now", "reply_text": null, "parent_text": "$INTC Price manipulation is mind blowing. Not a single dip has been bought yet.", "quoted_text": null, "parent_author": "Golden_Ted_", "ret_m1d": -0.0031347684355116368, "ret_signed_m1d": -0.0031347684355116368, "alpha_spy_m1d": 0.004971537034147766, "alpha_c_m1d": 0.014920820418122482, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.01805558885363412, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03291541735659398, "ret_signed_p1d": 0.03291541735659398, "alpha_spy_p1d": 0.021117752863809347, "alpha_c_p1d": 0.00785427118684412, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.02506114616974986, "ret_p1w": 0.04467092355537772, "ret_signed_p1w": 0.04467092355537772, "alpha_spy_p1w": 0.0375687171725787, "alpha_c_p1w": 0.010838380585236562, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": 0.033832542970141155, "ret_p1m": -0.0650469682124496, "ret_signed_p1m": -0.0650469682124496, "alpha_spy_p1m": -0.0524666516440877, "alpha_c_p1m": -0.030815487622953053, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.034231480589496543, "ret_p3m": 0.41718917789883125, "ret_signed_p3m": 0.41718917789883125, "alpha_spy_p3m": 0.4021647660237466, "alpha_c_p3m": 0.26898446257124853, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.14820471532758273, "ret_p6m": 0.716300915447651, "ret_signed_p6m": 0.716300915447651, "alpha_spy_p6m": 0.6638751301831003, "alpha_c_p6m": 0.39089335786389134, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.3254075575837596, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0650469682124496, "alpha_spy_stated": -0.0524666516440877, "alpha_c_stated": -0.030815487622953053, "price_path": [-0.4668, -0.4687, -0.4828, -0.4956, -0.4906, -0.4726, -0.4668, -0.4835, -0.4788, -0.4606, -0.4303, -0.4195, -0.3767, -0.3584, -0.3819, -0.3388, -0.3851, -0.3861, -0.3521, -0.3587, -0.3639, -0.3508, -0.3487, -0.3639, -0.3639, -0.3676, -0.373, -0.3571, -0.3602, -0.3605, -0.3615, -0.3529, -0.3571, -0.371, -0.3529, -0.3399, -0.3495, -0.2014, -0.2273, -0.2487, -0.2335, -0.1844, -0.1121, -0.0726, -0.0993, -0.1236, -0.0611, -0.0256, -0.0379, -0.0441, -0.029, -0.0222, -0.0125, -0.0499, -0.0277, -0.0692, -0.0295, -0.0376, -0.0332, -0.0047, -0.0042, -0.0355, -0.0031, 0.0, 0.0329, 0.0849, 0.0799, 0.0491, 0.0447, 0.0319, -0.0327, 0.0026, -0.0272, -0.0039, 0.0044, -0.0104, -0.0102, -0.0619, -0.0721, -0.0933, -0.1032, -0.0828, -0.1217, -0.0987, -0.065, -0.064, -0.0384, -0.0384, 0.0596, 0.0452, 0.1356, 0.1432, 0.058, 0.0818, 0.0528, 0.058, 0.0653, 0.0321, -0.0123, -0.0201, -0.0253, -0.0583, -0.0522, -0.0381, -0.0499, -0.0504, -0.0554, -0.0554, -0.0543, -0.0418, -0.0256, -0.0361, -0.0361, 0.0287, 0.0285, 0.046, 0.1136, 0.0739, 0.1899, 0.151, 0.2354, 0.2727, 0.2623, 0.2268, 0.2268, 0.2685, 0.4172, 0.419, 0.1774, 0.11, 0.1476, 0.2743, 0.2712, 0.2139, 0.2751, 0.2866, 0.2696, 0.2602, 0.3216, 0.3124, 0.2312, 0.2615, 0.2142, 0.2223, 0.2223, 0.2064, 0.1876, 0.1656, 0.1523, 0.1398, 0.2048, 0.2247, 0.1876, 0.1915, 0.1886, 0.1259, 0.1907, 0.2004, 0.1343, 0.1907, 0.222, 0.2534, 0.1821, 0.1957, 0.1954, 0.151, 0.1763, 0.2064, 0.146, 0.1497, 0.151, 0.2325, 0.152, 0.1267, 0.076, 0.1528, 0.2547, 0.3161, 0.3161, 0.3265, 0.3822, 0.54, 0.6123, 0.6296, 0.7027, 0.6669, 0.6964, 0.7894, 0.7894, 0.7163]}
{"unit_id": "orig:1958367896058667407", "ticker_idx": 0, "ts": "2025-08-21T03:17:45+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "how big of a fucking bubble we are in Nvidia is 3.8% of world GDP, and 14.7% of US GDP", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NVDA; valuation relative to GDP implies extreme bubble conditions.", "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": "To put into perspective how big of a fucking bubble we are in Nvidia is 3.8% of world GDP, and 14.7% of US GDP… \n\n😞 https://t.co/P5vkyDwRg1", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0024003174926117143, "ret_signed_m1d": -0.0024003174926117143, "alpha_spy_m1d": 0.0016276517595432693, "alpha_c_m1d": 0.0028178498231310467, "bench_spy_m1d": 0.004027969252154984, "bench_c_m1d": 0.005218167315742761, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017202144384917073, "ret_signed_p1d": -0.017202144384917073, "alpha_spy_p1d": -0.0018453113438201552, "alpha_c_p1d": 0.004296598462732781, "bench_spy_p1d": 0.015356833041096918, "bench_c_p1d": 0.021498742847649854, "ret_p1w": 0.02966067322230126, "ret_signed_p1w": -0.02966067322230126, "alpha_spy_p1w": -0.008623823852990098, "alpha_c_p1w": 0.01006661896418537, "bench_spy_p1w": 0.02103684936931116, "bench_c_p1w": 0.03972729218648663, "ret_p1m": 0.009715221526627849, "ret_signed_p1m": -0.009715221526627849, "alpha_spy_p1m": 0.03747240476311764, "alpha_c_p1m": 0.08855937547644022, "bench_spy_p1m": 0.04718762628974549, "bench_c_p1m": 0.09827459700306806, "ret_p3m": 0.03651985835079352, "ret_signed_p3m": -0.03651985835079352, "alpha_spy_p3m": 0.004956000147597228, "alpha_c_p3m": 0.12291112712672736, "bench_spy_p3m": 0.04147585849839075, "bench_c_p3m": 0.15943098547752088, "ret_p6m": 0.04486521626564599, "ret_signed_p6m": -0.04486521626564599, "alpha_spy_p6m": 0.03398017236352402, "alpha_c_p6m": 0.3779020737057819, "bench_spy_p6m": 0.07884538862917001, "bench_c_p6m": 0.4227672899714279, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009715221526627849, "alpha_spy_stated": 0.03747240476311764, "alpha_c_stated": 0.08855937547644022, "price_path": [-0.2497, -0.2257, -0.2296, -0.2046, -0.2278, -0.2149, -0.193, -0.189, -0.2, -0.1901, -0.1849, -0.1773, -0.1837, -0.1713, -0.1887, -0.1731, -0.1764, -0.1686, -0.1686, -0.1779, -0.1761, -0.1548, -0.1181, -0.1141, -0.0985, -0.0971, -0.1239, -0.1013, -0.0894, -0.0894, -0.0957, -0.0856, -0.0692, -0.0622, -0.0575, -0.0623, -0.0245, -0.0206, -0.0113, -0.0147, -0.0206, -0.0454, -0.024, -0.0071, -0.0085, 0.0101, 0.003, 0.0245, 0.0165, -0.0072, 0.0287, 0.0187, 0.0254, 0.0331, 0.0441, 0.0405, 0.0467, 0.0378, 0.0402, 0.0313, 0.0402, 0.0038, 0.0024, 0.0, 0.0172, 0.0276, 0.0388, 0.0378, 0.0297, -0.0046, -0.0046, -0.024, -0.0249, -0.019, -0.0455, -0.0381, -0.0241, 0.0134, 0.0126, 0.0163, 0.0159, -0.0005, -0.0267, 0.0073, 0.0097, 0.0494, 0.0198, 0.0114, 0.0155, 0.0184, 0.0393, 0.0664, 0.0701, 0.0796, 0.0723, 0.0604, 0.0576, 0.0808, 0.1006, 0.0468, 0.0763, 0.0289, 0.0278, 0.0391, 0.0472, 0.0438, 0.0354, 0.0303, 0.0411, 0.0645, 0.0944, 0.1489, 0.1833, 0.1596, 0.1573, 0.1824, 0.1356, 0.1157, 0.0749, 0.0753, 0.1376, 0.104, 0.1076, 0.068, 0.0869, 0.0665, 0.0365, 0.066, 0.0324, 0.0223, 0.0433, 0.0163, 0.0302, 0.0302, 0.0116, 0.0283, 0.0371, 0.0264, 0.0481, 0.0426, 0.0605, 0.0572, 0.0504, 0.0341, 0.0003, 0.0076, 0.0158, -0.023, -0.0047, 0.0345, 0.0499, 0.0814, 0.078, 0.078, 0.089, 0.0758, 0.0719, 0.066, 0.066, 0.0794, 0.0752, 0.0702, 0.0809, 0.0576, 0.0566, 0.057, 0.062, 0.0468, 0.0691, 0.0644, 0.0644, 0.0178, 0.0478, 0.0565, 0.0726, 0.0658, 0.0775, 0.0946, 0.1003, 0.0924, 0.0609, 0.0307, -0.0044, -0.0176, 0.0597, 0.0862, 0.0776, 0.0862, 0.0685, 0.0449]}
{"unit_id": "quote:1977770446452904248", "ticker_idx": 0, "ts": "2025-10-13T16:16:34+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I will never let Intel fall", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Author defiantly claims Intel will not fall, expressing unwavering bullish conviction against BofA's Underperform downgrade.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Everyone wants to cover their shorts. But they don’t know I will never let Intel fall.", "reply_text": null, "parent_text": null, "quoted_text": "BofA Securities Downgrades Intel (INTC) to Underperform, 'Too far, too fast, fundamentals still challenged' \n\n倒车接人\nhttps://t.co/wqu8H7sgC7 via @Street_Insider", "parent_author": null, "ret_m1d": -0.022837245054832422, "ret_signed_m1d": -0.022837245054832422, "alpha_spy_m1d": -0.007725010826943102, "alpha_c_m1d": 0.01957627891989766, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.04241352397473008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04271897099518296, "ret_signed_p1d": -0.04271897099518296, "alpha_spy_p1d": -0.04149732470754164, "alpha_c_p1d": -0.024323156249373756, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": -0.018395814745809203, "ret_p1w": 0.023643128010659042, "ret_signed_p1w": 0.023643128010659042, "alpha_spy_p1w": 0.011185343120275748, "alpha_c_p1w": 0.0016563432560359193, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.021986784754623123, "ret_p1m": 0.01773239725325415, "ret_signed_p1m": 0.01773239725325415, "alpha_spy_p1m": -0.012371317379380464, "alpha_c_p1m": -0.015527369880621311, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.03325976713387546, "ret_p3m": 0.10451368248437021, "ret_signed_p3m": 0.10451368248437021, "alpha_spy_p3m": 0.0615186386816402, "alpha_c_p3m": -0.01442451704251635, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.11893819952688656, "ret_p6m": 0.421547504355847, "ret_signed_p6m": 0.421547504355847, "alpha_spy_p6m": 0.4216477458078036, "alpha_c_p6m": 0.2408430709035836, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": 0.1807044334522634, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01773239725325415, "alpha_spy_stated": -0.012371317379380464, "alpha_c_stated": -0.015527369880621311, "price_path": [-0.3904, -0.3874, -0.3794, -0.3751, -0.3756, -0.3689, -0.392, -0.4438, -0.4444, -0.4516, -0.4535, -0.468, -0.4812, -0.4761, -0.4575, -0.4516, -0.4688, -0.464, -0.4452, -0.414, -0.403, -0.3589, -0.3401, -0.3643, -0.32, -0.3675, -0.3686, -0.3337, -0.3404, -0.3458, -0.3323, -0.3302, -0.3458, -0.3458, -0.3495, -0.3552, -0.3388, -0.342, -0.3423, -0.3434, -0.3345, -0.3388, -0.353, -0.3345, -0.3211, -0.331, -0.1787, -0.2053, -0.2273, -0.2117, -0.1612, -0.0868, -0.0462, -0.0736, -0.0986, -0.0344, 0.0021, -0.0105, -0.0169, -0.0013, 0.0056, 0.0156, -0.0228, 0.0, -0.0427, -0.0019, -0.0102, -0.0056, 0.0236, 0.0242, -0.0081, 0.0253, 0.0285, 0.0623, 0.1158, 0.1107, 0.079, 0.0744, 0.0613, -0.0051, 0.0312, 0.0005, 0.0244, 0.033, 0.0177, 0.018, -0.0352, -0.0457, -0.0674, -0.0776, -0.0567, -0.0967, -0.0731, -0.0384, -0.0373, -0.011, -0.011, 0.0897, 0.075, 0.1679, 0.1757, 0.0881, 0.1126, 0.0828, 0.0881, 0.0956, 0.0615, 0.0159, 0.0078, 0.0024, -0.0314, -0.0253, -0.0107, -0.0228, -0.0234, -0.0285, -0.0285, -0.0274, -0.0145, 0.0021, -0.0086, -0.0086, 0.058, 0.0578, 0.0758, 0.1454, 0.1045, 0.2238, 0.1838, 0.2706, 0.309, 0.2982, 0.2617, 0.2617, 0.3047, 0.4575, 0.4594, 0.2109, 0.1416, 0.1803, 0.3106, 0.3074, 0.2485, 0.3114, 0.3232, 0.3057, 0.2961, 0.3592, 0.3498, 0.2663, 0.2974, 0.2488, 0.2571, 0.2571, 0.2407, 0.2214, 0.1988, 0.1851, 0.1722, 0.2391, 0.2595, 0.2214, 0.2254, 0.2225, 0.158, 0.2246, 0.2346, 0.1666, 0.2246, 0.2569, 0.2891, 0.2157, 0.2297, 0.2294, 0.1838, 0.2098, 0.2407, 0.1787, 0.1824, 0.1838, 0.2676, 0.1848, 0.1588, 0.1067, 0.1857, 0.2904, 0.3536, 0.3536, 0.3643, 0.4215]}
{"unit_id": "orig:1968692440862216197", "ticker_idx": 0, "ts": "2025-09-18T15:03:49+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Huge demand in Intel calls right now. Looks like max capitulation to me, could easily reach $65 by next week", "tweet_type": "prediction", "timeline": "days", "summary": "Long INTC; heavy call demand signals max capitulation, price could reach $65 by next week.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Huge demand in Intel calls right now. Looks like max capitulation to me, could easily reach $65 by next week.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.18547596116770415, "ret_signed_m1d": -0.18547596116770415, "alpha_spy_m1d": -0.18082519277988351, "alpha_c_m1d": -0.1485008238932214, "bench_spy_m1d": -0.004650768387820636, "bench_c_m1d": -0.03697513727448276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03238468370955794, "ret_signed_p1d": -0.03238468370955794, "alpha_spy_p1d": -0.03733745851583026, "alpha_c_p1d": -0.02840950635493411, "bench_spy_p1d": 0.00495277480627232, "bench_c_p1d": -0.003975177354623827, "ret_p1w": 0.11187445265894502, "ret_signed_p1w": 0.11187445265894502, "alpha_spy_p1w": 0.11547672483559035, "alpha_c_p1w": 0.09897106173415127, "bench_spy_p1w": -0.003602272176645327, "bench_c_p1w": 0.012903390924793756, "ret_p1m": 0.21066400690214393, "ret_signed_p1m": 0.21066400690214393, "alpha_spy_p1m": 0.2046664632085895, "alpha_c_p1m": 0.12907909326036093, "bench_spy_p1m": 0.00599754369355443, "bench_c_p1m": 0.081584913641783, "ret_p3m": 0.22047764951754134, "ret_signed_p3m": 0.22047764951754134, "alpha_spy_p3m": 0.1925549616697355, "alpha_c_p3m": 0.11015179797148611, "bench_spy_p3m": 0.027922687847805827, "bench_c_p3m": 0.11032585154605523, "ret_p6m": 0.4972195261589405, "ret_signed_p6m": 0.4972195261589405, "alpha_spy_p6m": 0.4914385399835848, "alpha_c_p6m": 0.2714404623827442, "bench_spy_p6m": 0.005780986175355718, "bench_c_p6m": 0.22577906377619628, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.11187445265894502, "alpha_spy_stated": 0.11547672483559035, "alpha_c_stated": 0.09897106173415127, "price_path": [-0.3068, -0.2623, -0.2738, -0.264, -0.2578, -0.2673, -0.2525, -0.2843, -0.2643, -0.2643, -0.2803, -0.2283, -0.2332, -0.2208, -0.2336, -0.2378, -0.2502, -0.2578, -0.2542, -0.2444, -0.2391, -0.2398, -0.2316, -0.2597, -0.3229, -0.3235, -0.3324, -0.3346, -0.3523, -0.3683, -0.3621, -0.3395, -0.3324, -0.3533, -0.3474, -0.3245, -0.2866, -0.2731, -0.2195, -0.1966, -0.226, -0.1721, -0.23, -0.2313, -0.1887, -0.1969, -0.2035, -0.1871, -0.1845, -0.2035, -0.2035, -0.208, -0.2149, -0.195, -0.1989, -0.1992, -0.2005, -0.1897, -0.195, -0.2123, -0.1897, -0.1734, -0.1855, 0.0, -0.0324, -0.0592, -0.0402, 0.0213, 0.1119, 0.1613, 0.1279, 0.0975, 0.1757, 0.2202, 0.2048, 0.1969, 0.2159, 0.2244, 0.2365, 0.1897, 0.2175, 0.1655, 0.2152, 0.2051, 0.2107, 0.2463, 0.247, 0.2077, 0.2483, 0.2522, 0.2934, 0.3585, 0.3523, 0.3137, 0.3081, 0.2921, 0.2113, 0.2555, 0.2182, 0.2473, 0.2578, 0.2391, 0.2395, 0.1747, 0.1619, 0.1354, 0.123, 0.1485, 0.0998, 0.1286, 0.1708, 0.1721, 0.2041, 0.2041, 0.3268, 0.3088, 0.422, 0.4315, 0.3248, 0.3546, 0.3183, 0.3248, 0.334, 0.2924, 0.2368, 0.227, 0.2205, 0.1793, 0.1868, 0.2044, 0.1897, 0.1891, 0.1829, 0.1829, 0.1842, 0.1999, 0.2202, 0.2071, 0.2071, 0.2882, 0.2879, 0.3098, 0.3945, 0.3448, 0.49, 0.4413, 0.5469, 0.5937, 0.5806, 0.5361, 0.5361, 0.5885, 0.7746, 0.7769, 0.4743, 0.3899, 0.437, 0.5957, 0.5918, 0.5201, 0.5967, 0.6111, 0.5898, 0.578, 0.6549, 0.6434, 0.5417, 0.5797, 0.5204, 0.5306, 0.5306, 0.5106, 0.4871, 0.4596, 0.4429, 0.4272, 0.5087, 0.5335, 0.4871, 0.492, 0.4884, 0.4099, 0.491, 0.5031, 0.4203, 0.491, 0.5303, 0.5695, 0.4802, 0.4972]}
{"unit_id": "orig:1981370240941642123", "ticker_idx": 0, "ts": "2025-10-23T14:40:52+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect a new customer today in the Intel earnings and a track to profitability by Q4 2026!!!", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish INTC expecting a new customer announced in earnings and a path to profitability by Q4 2026.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I expect a new customer today in the Intel earnings and a track to profitability by Q4 2026!!! \n\nLet’s gooooooooooo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03249480302476704, "ret_signed_m1d": -0.03249480302476704, "alpha_spy_m1d": -0.02659979748182384, "alpha_c_m1d": -0.014513399786177161, "bench_spy_m1d": -0.005895005542943199, "bench_c_m1d": -0.017981403238589877, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0031446261101832906, "ret_signed_p1d": 0.0031446261101832906, "alpha_spy_p1d": -0.0050279285842971255, "alpha_c_p1d": -0.015242961464713378, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.01838758757489667, "ret_p1w": 0.05241090167707729, "ret_signed_p1w": 0.05241090167707729, "alpha_spy_p1w": 0.040397633792096155, "alpha_c_p1w": -0.002490571320453938, "bench_spy_p1w": 0.012013267884981138, "bench_c_p1w": 0.05490147299753123, "ret_p1m": -0.09591194607041698, "ret_signed_p1m": -0.09591194607041698, "alpha_spy_p1m": -0.07696168543161674, "alpha_c_p1m": -0.041764688578224796, "bench_spy_p1m": -0.01895026063880023, "bench_c_p1m": -0.05414725749219218, "ret_p3m": 0.2725367287071465, "ret_signed_p3m": 0.2725367287071465, "alpha_spy_p3m": 0.26089247123938075, "alpha_c_p3m": 0.13679205431649621, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": 0.1357446743906503, "ret_p6m": 0.7950733824398968, "ret_signed_p6m": 0.7950733824398968, "alpha_spy_p6m": 0.7319205658634504, "alpha_c_p6m": 0.44471289051204477, "bench_spy_p6m": 0.06315281657644634, "bench_c_p6m": 0.350360491927852, "ret_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": 0.2725367287071465, "alpha_spy_stated": 0.26089247123938075, "alpha_c_stated": 0.13679205431649621, "price_path": [-0.4581, -0.4651, -0.467, -0.4811, -0.494, -0.489, -0.4709, -0.4651, -0.4819, -0.4772, -0.4589, -0.4285, -0.4177, -0.3747, -0.3564, -0.38, -0.3367, -0.3831, -0.3842, -0.3501, -0.3567, -0.3619, -0.3488, -0.3467, -0.3619, -0.3619, -0.3656, -0.3711, -0.3551, -0.3582, -0.3585, -0.3595, -0.3509, -0.3551, -0.369, -0.3509, -0.3378, -0.3475, -0.1989, -0.2248, -0.2463, -0.2311, -0.1819, -0.1093, -0.0697, -0.0964, -0.1208, -0.0582, -0.0225, -0.0349, -0.0411, -0.0259, -0.0191, -0.0094, -0.0469, -0.0246, -0.0663, -0.0265, -0.0346, -0.0301, -0.0016, -0.001, -0.0325, 0.0, 0.0031, 0.0362, 0.0883, 0.0833, 0.0524, 0.048, 0.0351, -0.0296, 0.0058, -0.0241, -0.0008, 0.0076, -0.0073, -0.0071, -0.059, -0.0692, -0.0904, -0.1004, -0.0799, -0.119, -0.0959, -0.0621, -0.0611, -0.0354, -0.0354, 0.0629, 0.0485, 0.1392, 0.1468, 0.0613, 0.0852, 0.0561, 0.0613, 0.0687, 0.0354, -0.0092, -0.017, -0.0223, -0.0553, -0.0493, -0.0351, -0.0469, -0.0474, -0.0524, -0.0524, -0.0514, -0.0388, -0.0225, -0.033, -0.033, 0.032, 0.0317, 0.0493, 0.1171, 0.0773, 0.1937, 0.1546, 0.2393, 0.2767, 0.2662, 0.2306, 0.2306, 0.2725, 0.4216, 0.4235, 0.1811, 0.1135, 0.1512, 0.2783, 0.2752, 0.2178, 0.2791, 0.2906, 0.2736, 0.2642, 0.3257, 0.3166, 0.2351, 0.2655, 0.218, 0.2262, 0.2262, 0.2102, 0.1913, 0.1693, 0.1559, 0.1433, 0.2086, 0.2285, 0.1913, 0.1952, 0.1923, 0.1295, 0.1944, 0.2041, 0.1378, 0.1944, 0.2259, 0.2573, 0.1858, 0.1994, 0.1992, 0.1546, 0.18, 0.2102, 0.1496, 0.1533, 0.1546, 0.2364, 0.1557, 0.1302, 0.0794, 0.1564, 0.2586, 0.3202, 0.3202, 0.3307, 0.3865, 0.5448, 0.6174, 0.6347, 0.7081, 0.6722, 0.7018, 0.7951, 0.7951]}
{"unit_id": "quote:1973516791575093693", "ticker_idx": 0, "ts": "2025-10-01T22:34:03+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are witnessing the rebirth of one of the world's greatest companies right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC: 18A yield at 60-70% rivals TSMC 2nm, signals company turnaround underway.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Intel 18A yield is probably between 60-70% which is really good for how advanced of a node this is. \n\nTSMC 2 nm is about 60% with 18A being about equal on density and more efficient. We are witnessing the rebirth of one of the world’s greatest companies right now.", "reply_text": null, "parent_text": null, "quoted_text": "I can say with certainty that 18A yield rates aren't 40%, and PTL HVM is commencing with targets of at least 60-70% in mind.\n\nConsidering Lip-Bu's stance towards achieving maximum profits, PTL wouldn't have seen a ramp up at all if yield rates were this low.", "parent_author": null, "ret_m1d": -0.03646114311445592, "ret_signed_m1d": -0.03646114311445592, "alpha_spy_m1d": -0.03531064349176394, "alpha_c_m1d": -0.023009148792400902, "bench_spy_m1d": -0.0011504996226919806, "bench_c_m1d": -0.013451994322055016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012600466906682373, "ret_signed_p1d": -0.012600466906682373, "alpha_spy_p1d": -0.012585661500299716, "alpha_c_p1d": -0.007988313193808105, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": -0.004612153712874267, "ret_p1w": 0.013404826011449655, "ret_signed_p1w": 0.013404826011449655, "alpha_spy_p1w": 0.010505817090870506, "alpha_c_p1w": -0.00720179890931294, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": 0.020606624920762595, "ret_p1m": 0.0721180293948509, "ret_signed_p1m": 0.0721180293948509, "alpha_spy_p1m": 0.05293141819052405, "alpha_c_p1m": -0.001143534385913192, "bench_spy_p1m": 0.019186611204326853, "bench_c_p1m": 0.0732615637807641, "ret_p3m": 0.0, "ret_signed_p3m": 0.0, "alpha_spy_p3m": -0.029616698144248055, "alpha_c_p3m": -0.07746119401201979, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.07746119401201979, "ret_p6m": 0.15630032038344144, "ret_signed_p6m": 0.15630032038344144, "alpha_spy_p6m": 0.20339907685804792, "alpha_c_p6m": 0.04639457991736773, "bench_spy_p6m": -0.047098756474606485, "bench_c_p6m": 0.10990574046607371, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0721180293948509, "alpha_spy_stated": 0.05293141819052405, "alpha_c_stated": -0.001143534385913192, "price_path": [-0.4102, -0.3676, -0.3716, -0.3614, -0.3718, -0.3753, -0.3855, -0.3917, -0.3887, -0.3807, -0.3764, -0.3769, -0.3702, -0.3933, -0.445, -0.4456, -0.4528, -0.4547, -0.4692, -0.4823, -0.4772, -0.4587, -0.4528, -0.47, -0.4651, -0.4464, -0.4153, -0.4043, -0.3603, -0.3416, -0.3657, -0.3214, -0.3689, -0.37, -0.3351, -0.3418, -0.3472, -0.3338, -0.3316, -0.3472, -0.3472, -0.3509, -0.3566, -0.3402, -0.3434, -0.3437, -0.3448, -0.3359, -0.3402, -0.3544, -0.3359, -0.3225, -0.3324, -0.1804, -0.207, -0.229, -0.2134, -0.163, -0.0887, -0.0483, -0.0756, -0.1005, -0.0365, 0.0, -0.0126, -0.019, -0.0035, 0.0035, 0.0134, -0.0249, -0.0021, -0.0448, -0.004, -0.0123, -0.0078, 0.0214, 0.022, -0.0102, 0.0231, 0.0263, 0.0601, 0.1134, 0.1083, 0.0767, 0.0721, 0.059, -0.0072, 0.029, -0.0016, 0.0223, 0.0308, 0.0155, 0.0158, -0.0373, -0.0477, -0.0694, -0.0796, -0.0587, -0.0987, -0.0751, -0.0405, -0.0394, -0.0131, -0.0131, 0.0874, 0.0727, 0.1654, 0.1732, 0.0858, 0.1102, 0.0804, 0.0858, 0.0933, 0.0592, 0.0137, 0.0056, 0.0003, -0.0335, -0.0273, -0.0129, -0.0249, -0.0255, -0.0306, -0.0306, -0.0295, -0.0166, 0.0, -0.0107, -0.0107, 0.0558, 0.0555, 0.0735, 0.1429, 0.1021, 0.2212, 0.1812, 0.2678, 0.3062, 0.2954, 0.259, 0.259, 0.3019, 0.4544, 0.4563, 0.2083, 0.1391, 0.1777, 0.3078, 0.3046, 0.2458, 0.3086, 0.3204, 0.3029, 0.2933, 0.3563, 0.3469, 0.2635, 0.2946, 0.2461, 0.2544, 0.2544, 0.2381, 0.2188, 0.1962, 0.1826, 0.1697, 0.2365, 0.2568, 0.2188, 0.2228, 0.2198, 0.1555, 0.222, 0.2319, 0.1641, 0.222, 0.2542, 0.2863, 0.2131, 0.2271, 0.2268, 0.1812, 0.2072, 0.2381, 0.1761, 0.1799, 0.1812, 0.2649, 0.1823, 0.1563]}
{"unit_id": "thread:1953512333629956193", "ticker_idx": 0, "ts": "2025-08-07T17:43:29+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The obvious play now is shorting Nvidia", "tweet_type": "prediction", "timeline": "months", "summary": "Short NVDA and dump OpenAI options as the AI bubble pops; LLM commodity pressure and scaling limits erode 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": "self_thread", "lang": "en", "tweet_text": "I am an expert on bubbles. So it brings me no joy to say that the AI bubble is popping this time next year. \n\nWhen you promise infinite scaling and don’t produce it the calculus changes. I don’t think it will be bad for most companies but those who built their entire business model around making the best LLMs are unfortunately going to struggle as models become more of a commodity. \n\nThe end user doesn’t care much if Claude is 5% better than GPT5 they care about costs, speed, and utility especially at the scale things will be going. The obvious play now is shorting Nvidia & dumping your OpenAI options in the secondary market. \n\nThe new winners will be inference chips with low TCO as everything on the stack turns into commodity network switches and NICs. Other winners will be those who are at the new frontiers of using AI for novel applications from drug development to teaching.\n\n---\n\nBubbles are good & contrary to popular belief you only get a bubble when there is genuine obvious value to be created.\n\nFrom rail roads, to fiber, to telecoms, the irrational exuberance leads to immense benefits for us as a society in the future. We accelerated very fast the past few years. \n\nBut sadly the trend is no longer your friend.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0074681439375562375, "ret_signed_m1d": 0.0074681439375562375, "alpha_spy_m1d": 0.008306482592210673, "alpha_c_m1d": -0.007989336948798331, "bench_spy_m1d": 0.0008383386546544358, "bench_c_m1d": -0.015457480886354569, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01067652896336857, "ret_signed_p1d": -0.01067652896336857, "alpha_spy_p1d": -0.002878876526335006, "alpha_c_p1d": -0.00239814667069016, "bench_spy_p1d": 0.007797652437033564, "bench_c_p1d": 0.00827838229267841, "ret_p1w": 0.006914691392730932, "ret_signed_p1w": -0.006914691392730932, "alpha_spy_p1w": 0.013172347856529987, "alpha_c_p1w": 0.03018345201237138, "bench_spy_p1w": 0.02008703924926092, "bench_c_p1w": 0.03709814340510231, "ret_p1m": -0.07606346481240345, "ret_signed_p1m": 0.07606346481240345, "alpha_spy_p1m": 0.0997724706231864, "alpha_c_p1m": 0.083483156586041, "bench_spy_p1m": 0.023709005810782946, "bench_c_p1m": 0.007419691773637549, "ret_p3m": 0.09919335221337922, "ret_signed_p3m": -0.09919335221337922, "alpha_spy_p3m": -0.028237047821778827, "alpha_c_p3m": 0.11254073890434757, "bench_spy_p3m": 0.07095630439160039, "bench_c_p3m": 0.21173409111772679, "ret_p6m": 0.05742881567410074, "ret_signed_p6m": -0.05742881567410074, "alpha_spy_p6m": 0.043304859976782906, "alpha_c_p6m": 0.3327725223310305, "bench_spy_p6m": 0.10073367565088365, "bench_c_p6m": 0.39020133800513124, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07606346481240345, "alpha_spy_stated": 0.0997724706231864, "alpha_c_stated": 0.083483156586041, "price_path": [-0.3196, -0.2813, -0.2514, -0.2542, -0.251, -0.2501, -0.2567, -0.2709, -0.2652, -0.2738, -0.2738, -0.2505, -0.2543, -0.2301, -0.2525, -0.2401, -0.2188, -0.215, -0.2256, -0.2161, -0.211, -0.2037, -0.2099, -0.1979, -0.2146, -0.1996, -0.2027, -0.1952, -0.1952, -0.2042, -0.2025, -0.1818, -0.1464, -0.1424, -0.1273, -0.126, -0.152, -0.1301, -0.1185, -0.1185, -0.1246, -0.1149, -0.099, -0.0922, -0.0877, -0.0924, -0.0557, -0.052, -0.043, -0.0462, -0.0519, -0.076, -0.0553, -0.0389, -0.0402, -0.0222, -0.0291, -0.0083, -0.016, -0.039, -0.0043, -0.0139, -0.0075, 0.0, 0.0107, 0.0071, 0.0132, 0.0045, 0.0069, -0.0018, 0.0069, -0.0284, -0.0297, -0.032, -0.0154, -0.0053, 0.0055, 0.0046, -0.0033, -0.0365, -0.0365, -0.0553, -0.0561, -0.0504, -0.0761, -0.0689, -0.0554, -0.019, -0.0199, -0.0163, -0.0167, -0.0325, -0.0579, -0.025, -0.0226, 0.0158, -0.0129, -0.021, -0.017, -0.0142, 0.006, 0.0322, 0.0358, 0.045, 0.038, 0.0264, 0.0237, 0.0462, 0.0653, 0.0133, 0.0418, -0.004, -0.0051, 0.0058, 0.0136, 0.0104, 0.0022, -0.0027, 0.0077, 0.0304, 0.0594, 0.1121, 0.1454, 0.1224, 0.1202, 0.1445, 0.0992, 0.0799, 0.0405, 0.0409, 0.1012, 0.0686, 0.0721, 0.0337, 0.0521, 0.0323, 0.0033, 0.0319, -0.0007, -0.0104, 0.0099, -0.0163, -0.0028, -0.0028, -0.0208, -0.0046, 0.0039, -0.0065, 0.0146, 0.0092, 0.0266, 0.0233, 0.0168, 0.001, -0.0317, -0.0247, -0.0168, -0.0543, -0.0366, 0.0013, 0.0163, 0.0468, 0.0435, 0.0435, 0.0541, 0.0413, 0.0376, 0.0318, 0.0318, 0.0448, 0.0408, 0.0359, 0.0463, 0.0237, 0.0227, 0.0232, 0.028, 0.0132, 0.0349, 0.0303, 0.0303, -0.0148, 0.0142, 0.0226, 0.0383, 0.0316, 0.043, 0.0596, 0.0651, 0.0574]}
{"unit_id": "thread:1973018791450927321", "ticker_idx": 0, "ts": "2025-09-30T13:35:11+00:00", "symbol": "Sandisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If AI video takes off which seems like we are very close to that with TikTok and reels. You're going to need a lot of storage and relatively fast storage. Sandisk has a unique value prop there.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long Sandisk; AI video boom will drive demand for fast storage, where Sandisk has a unique edge.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk (spun from WDC), Nasdaq: SNDK", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "If AI video takes off which seems like we are very close to that with TikTok and reels. You’re going to need a lot of storage and relatively fast storage. \n\nSandisk has a unique value prop there.\n\n---\n\nFull disclosure, I own shares in Sandis", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011586480277334665, "ret_signed_m1d": 0.011586480277334665, "alpha_spy_m1d": 0.015339179235829725, "alpha_c_m1d": 0.017014663458325918, "bench_spy_m1d": -0.00375269895849506, "bench_c_m1d": -0.005428183180991253, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0795009451065729, "ret_signed_p1d": 0.0795009451065729, "alpha_spy_p1d": 0.07609346526059779, "alpha_c_p1d": 0.0697087578771356, "bench_spy_p1d": 0.0034074798459751143, "bench_c_p1d": 0.00979218722943731, "ret_p1w": 0.07798574187160079, "ret_signed_p1w": 0.07798574187160079, "alpha_spy_p1w": 0.07357253537911657, "alpha_c_p1w": 0.06443294777091424, "bench_spy_p1w": 0.004413206492484223, "bench_c_p1w": 0.01355279410068655, "ret_p1m": 0.8213904293118899, "ret_signed_p1m": 0.8213904293118899, "alpha_spy_p1m": 0.7895521186000929, "alpha_c_p1m": 0.7423795310957868, "bench_spy_p1m": 0.03183831071179699, "bench_c_p1m": 0.07901089821610308, "ret_p3m": 1.2286097134842686, "ret_signed_p3m": 1.2286097134842686, "alpha_spy_p3m": 1.1893263281309632, "alpha_c_p3m": 1.1872966273093468, "bench_spy_p3m": 0.039283385353305444, "bench_c_p3m": 0.0413130861749218, "ret_p6m": 5.041533010595883, "ret_signed_p6m": 5.041533010595883, "alpha_spy_p6m": 5.049969308431756, "alpha_c_p6m": 5.068441850663455, "bench_spy_p6m": -0.00843629783587252, "bench_c_p6m": -0.02690884006757266, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8213904293118899, "alpha_spy_stated": 0.7895521186000929, "alpha_c_stated": 0.7423795310957868, "price_path": [-0.5864, -0.5864, -0.597, -0.5885, -0.5882, -0.5816, -0.5892, -0.6214, -0.6193, -0.6314, -0.6299, -0.624, -0.6291, -0.6314, -0.6168, -0.6251, -0.6214, -0.6266, -0.6174, -0.6133, -0.6175, -0.6316, -0.6211, -0.6263, -0.6248, -0.6373, -0.6048, -0.6135, -0.5826, -0.581, -0.584, -0.603, -0.5943, -0.6027, -0.6043, -0.5945, -0.5867, -0.5831, -0.578, -0.5683, -0.5466, -0.5324, -0.5324, -0.5448, -0.5275, -0.443, -0.389, -0.3717, -0.3716, -0.3412, -0.2487, -0.2324, -0.1971, -0.184, -0.1625, -0.1188, -0.089, -0.0827, -0.0517, -0.1102, -0.1596, -0.1344, 0.0116, 0.0, 0.0795, 0.1064, 0.1445, 0.0799, 0.078, 0.1754, 0.1558, 0.042, 0.1997, 0.1345, 0.2861, 0.2858, 0.2492, 0.3194, 0.3306, 0.3097, 0.4889, 0.6592, 0.573, 0.5644, 0.8214, 0.7453, 0.7766, 0.845, 0.7341, 0.9296, 0.8511, 1.1344, 1.3881, 1.4205, 1.5232, 1.1709, 1.2652, 1.3697, 1.183, 1.1922, 0.7465, 0.7849, 1.0228, 0.9652, 0.9166, 0.9166, 0.99, 0.8732, 0.8302, 0.7324, 0.9012, 1.0363, 1.0095, 0.956, 1.0754, 1.1534, 0.8376, 0.7992, 0.8655, 0.8434, 0.956, 1.1177, 1.1484, 1.1827, 1.2289, 1.2289, 1.2286, 1.1769, 1.141, 1.1157, 1.1157, 1.4531, 1.4428, 2.1161, 2.1512, 1.9816, 2.3637, 2.4694, 2.4742, 2.4564, 2.6474, 2.6865, 2.6865, 3.0385, 3.4678, 3.487, 3.2231, 3.1961, 3.2908, 3.7026, 3.8066, 4.1359, 4.9291, 5.1988, 4.2099, 4.1355, 4.3293, 4.1996, 3.8275, 4.3417, 4.6176, 4.5843, 4.5843, 4.2637, 4.3512, 4.5356, 4.793, 4.9402, 4.6909, 4.6362, 4.8102, 4.6627, 4.5176, 4.0393, 4.3392, 4.0409, 3.6999, 4.2471, 4.516, 4.8416, 4.5153, 4.8968, 5.2712, 5.4186, 5.7174, 5.8814, 5.3254, 5.2611, 5.261, 5.0415]}
{"unit_id": "quote:1959382974492811274", "ticker_idx": 0, "ts": "2025-08-23T22:31:19+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$100 honestly", "tweet_type": "prediction", "timeline": "years", "summary": "Author tops quoted $50 INTC target with own $100 call; decisively bullish.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$100 honestly", "reply_text": null, "parent_text": null, "quoted_text": "Whatever I say about Intel might sound silly… but I see $INTC hitting $50 in less than a year! https://t.co/p3I1mo7IWI", "parent_author": null, "ret_m1d": 0.010183299705468052, "ret_signed_m1d": 0.010183299705468052, "alpha_spy_m1d": 0.005762728594806088, "alpha_c_m1d": 0.011135983593143162, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": -0.0009526838876751098, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00814659314892785, "ret_signed_p1d": -0.00814659314892785, "alpha_spy_p1d": -0.012333658363061661, "alpha_c_p1d": -0.017774980816592678, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.009628387667664828, "ret_p1w": -0.00814659314892785, "ret_signed_p1w": -0.00814659314892785, "alpha_spy_p1w": -0.012162491144792065, "alpha_c_p1w": 0.004203718725635741, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": -0.012350311874563591, "ret_p1m": 0.1951120596491256, "ret_signed_p1m": 0.1951120596491256, "alpha_spy_p1m": 0.15996831760715247, "alpha_c_p1m": 0.10059659007085209, "bench_spy_p1m": 0.035143742041973125, "bench_c_p1m": 0.0945154695782735, "ret_p3m": 0.36945010088359576, "ret_signed_p3m": 0.36945010088359576, "alpha_spy_p3m": 0.35097575982935947, "alpha_c_p3m": 0.2633669221127297, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.10608317877086604, "ret_p6m": 0.8810591340248475, "ret_signed_p6m": 0.8810591340248475, "alpha_spy_p6m": 0.8121118834967458, "alpha_c_p6m": 0.4902793892903867, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.39077974473446075, "ret_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": [-0.1703, -0.1752, -0.2037, -0.1959, -0.1735, -0.1752, -0.1857, -0.1829, -0.1658, -0.1006, -0.1576, -0.154, -0.1796, -0.1552, -0.1527, -0.1246, -0.1246, -0.1413, -0.1369, -0.0815, -0.0957, -0.0835, -0.0758, -0.0876, -0.0692, -0.1088, -0.0839, -0.0839, -0.1039, -0.0391, -0.0452, -0.0297, -0.0456, -0.0509, -0.0664, -0.0758, -0.0713, -0.0591, -0.0525, -0.0534, -0.0432, -0.0782, -0.1568, -0.1576, -0.1686, -0.1715, -0.1935, -0.2134, -0.2057, -0.1776, -0.1686, -0.1947, -0.1874, -0.1589, -0.1116, -0.0949, -0.0281, 0.0004, -0.0363, 0.031, -0.0411, -0.0428, 0.0102, 0.0, -0.0081, 0.0122, 0.0155, -0.0081, -0.0081, -0.0138, -0.0224, 0.0024, -0.0024, -0.0029, -0.0045, 0.009, 0.0024, -0.0191, 0.009, 0.0293, 0.0143, 0.2452, 0.2049, 0.1715, 0.1951, 0.2717, 0.3845, 0.446, 0.4045, 0.3666, 0.464, 0.5193, 0.5002, 0.4904, 0.5141, 0.5246, 0.5397, 0.4815, 0.5161, 0.4513, 0.5132, 0.5006, 0.5075, 0.5519, 0.5527, 0.5039, 0.5544, 0.5593, 0.6106, 0.6916, 0.6839, 0.6358, 0.6289, 0.609, 0.5084, 0.5633, 0.5169, 0.5532, 0.5662, 0.543, 0.5434, 0.4627, 0.4468, 0.4138, 0.3984, 0.4301, 0.3695, 0.4053, 0.4578, 0.4595, 0.4994, 0.4994, 0.6521, 0.6297, 0.7707, 0.7825, 0.6497, 0.6868, 0.6415, 0.6497, 0.6611, 0.6094, 0.5401, 0.5279, 0.5198, 0.4684, 0.4778, 0.4998, 0.4815, 0.4807, 0.4729, 0.4729, 0.4745, 0.4941, 0.5193, 0.5031, 0.5031, 0.6041, 0.6037, 0.631, 0.7365, 0.6745, 0.8554, 0.7947, 0.9263, 0.9845, 0.9682, 0.9128, 0.9128, 0.978, 1.2098, 1.2126, 0.8358, 0.7308, 0.7894, 0.987, 0.9821, 0.8929, 0.9882, 1.0061, 0.9796, 0.965, 1.0607, 1.0464, 0.9198, 0.967, 0.8933, 0.9059, 0.9059, 0.8811]}
{"unit_id": "orig:1976090780788982158", "ticker_idx": 0, "ts": "2025-10-09T01:02:10+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Get your money out of AMD while you still can. Many of you have piled into the stock after it already gapped up 30%. You are in a world of pain once everyone sobers up.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sell AMD: the OpenAI deal is largely unenforceable, AMD lacks capacity, and the 30% gap-up will reverse once euphoria fades.", "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": "Get your money out of AMD while you still can. Many of you have piled into the stock after it already gapped up 30%. You are in a world of pain once everyone sobers up. \n\nEmpty promises, don’t make money. Here are the cold HARD facts. \n\n1) AMD has to hit $600 for OpenAI to get any shares.\n\n2) OpenAI also needs to build at least 1 Gigawatt of data centers costing 10-30 billion dollars they don’t have. And even after that they only get 1.67% of AMD.\n\n3) How desperate do you have to be to give away 10% of your company away to a customer? Most likely Lisa Su isn’t stupid and knows OpenAI can barely meet that requirement and will struggle to even meet half the deal.\n\n4) AMD doesn’t even have the capacity to meet the whole deal. Also even if they did half the money will go to Broadcom and Nvidia for networking. \n\nUse your head guys. Big announcements don’t mean anything there is nothing requiring either party to be tied to it either. Unlike the Nvidia deal where OpenAI needs to buy those chips any fucking way.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011464632126509278, "ret_signed_m1d": -0.011464632126509278, "alpha_spy_m1d": -0.008559240555629177, "alpha_c_m1d": -0.008973311930764893, "bench_spy_m1d": 0.0029053915708801004, "bench_c_m1d": 0.0024913201957443842, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07724679265022871, "ret_signed_p1d": 0.07724679265022871, "alpha_spy_p1d": 0.05021893047138304, "alpha_c_p1d": 0.019687665695942602, "bench_spy_p1d": -0.027027862178845674, "bench_c_p1d": -0.05755912695428611, "ret_p1w": 0.007170759471518684, "ret_signed_p1w": -0.007170759471518684, "alpha_spy_p1w": -0.022844982974308148, "alpha_c_p1w": -0.012703646955432468, "bench_spy_p1w": -0.015674223502789464, "bench_c_p1w": -0.005532887483913784, "ret_p1m": 0.0027909910180250463, "ret_signed_p1m": -0.0027909910180250463, "alpha_spy_p1m": -0.003074139701067291, "alpha_c_p1m": 0.00563874123111896, "bench_spy_p1m": -0.0002831486830422447, "bench_c_p1m": 0.008429732249144006, "ret_p3m": -0.07960837019503586, "ret_signed_p3m": 0.07960837019503586, "alpha_spy_p3m": 0.11342180620522146, "alpha_c_p3m": 0.20595503455370934, "bench_spy_p3m": 0.033813436010185605, "bench_c_p3m": 0.12634666435867348, "ret_p6m": -0.06608269753953422, "ret_signed_p6m": 0.06608269753953422, "alpha_spy_p6m": 0.04880558474650443, "alpha_c_p6m": 0.20608666322043245, "bench_spy_p6m": -0.017277112793029792, "bench_c_p6m": 0.14000396568089823, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0027909910180250463, "alpha_spy_stated": -0.003074139701067291, "alpha_c_stated": 0.00563874123111896, "price_path": [-0.3721, -0.3318, -0.3126, -0.3112, -0.3259, -0.3259, -0.3357, -0.3188, -0.3039, -0.2852, -0.2543, -0.2381, -0.2292, -0.2429, -0.2627, -0.2409, -0.2515, -0.2996, -0.2597, -0.2582, -0.2603, -0.2488, -0.2081, -0.223, -0.2378, -0.2437, -0.2849, -0.2907, -0.2971, -0.2797, -0.2986, -0.2846, -0.2824, -0.2761, -0.3017, -0.3017, -0.303, -0.3038, -0.3053, -0.351, -0.3499, -0.3309, -0.315, -0.3316, -0.3191, -0.308, -0.311, -0.3166, -0.3219, -0.3242, -0.3139, -0.3091, -0.3092, -0.3075, -0.3153, -0.3071, -0.3053, -0.2958, -0.2712, -0.2929, -0.1253, -0.0918, 0.0115, 0.0, -0.0772, -0.0707, -0.0635, 0.0245, 0.0072, 0.0008, 0.0329, 0.0221, -0.0114, 0.009, 0.086, 0.115, 0.1079, 0.135, 0.0943, 0.0997, 0.1149, 0.0737, 0.1006, 0.0207, 0.0028, 0.0476, 0.0199, 0.1116, 0.0647, 0.0598, 0.0328, -0.0112, -0.0401, -0.1154, -0.125, -0.0766, -0.1149, -0.0801, -0.0801, -0.066, -0.0564, -0.0758, -0.0657, -0.0726, -0.0641, -0.0506, -0.0484, -0.0493, -0.0492, -0.0949, -0.1087, -0.1019, -0.1493, -0.1367, -0.0836, -0.077, -0.0772, -0.0766, -0.0766, -0.0769, -0.0742, -0.0754, -0.0804, -0.0804, -0.0404, -0.0507, -0.0796, -0.0982, -0.1211, -0.1276, -0.1082, -0.0512, -0.0399, -0.0213, -0.0046, -0.0046, -0.0042, 0.0726, 0.0895, 0.115, 0.0791, 0.0822, 0.0852, 0.0828, 0.0165, 0.0575, 0.0396, -0.1404, -0.1734, -0.105, -0.0725, -0.083, -0.0829, -0.1157, -0.1098, -0.1098, -0.128, -0.1407, -0.1268, -0.1406, -0.1558, -0.0818, -0.0946, -0.1254, -0.1403, -0.1472, -0.1801, -0.1323, -0.1436, -0.1737, -0.1297, -0.1274, -0.1205, -0.1509, -0.1696, -0.1559, -0.1571, -0.1435, -0.1186, -0.1355, -0.1297, -0.1182, -0.0542, -0.125, -0.1327, -0.1582, -0.1265, -0.0974, -0.0661, -0.0661]}
{"unit_id": "quote:1976322048164249801", "ticker_idx": 0, "ts": "2025-10-09T16:21:09+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long Nvidia, Short AMD, Long Intel is going to be a great trade in the coming months", "tweet_type": "prediction", "timeline": "months", "summary": "Long NVDA + INTC, short AMD as a trio trade over coming months based on relative PE valuations.", "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": "Long Nvidia, Short AMD, Long Intel is going to be a great trade in the coming months.", "reply_text": null, "parent_text": null, "quoted_text": "#Alert #Nvidia #AMD #Intel #TSMC \n\nAMD PE ratio : 136\n\nNVIDIA : 53\n\nNvidia is best investment less risk.\n\nAMD very risky.\n\nIntel cheap and best", "parent_author": null, "ret_m1d": -0.017967514300004317, "ret_signed_m1d": -0.017967514300004317, "alpha_spy_m1d": -0.020872905870884417, "alpha_c_m1d": -0.0204588344957487, "bench_spy_m1d": 0.0029053915708801004, "bench_c_m1d": 0.0024913201957443842, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04886532988389891, "ret_signed_p1d": -0.04886532988389891, "alpha_spy_p1d": -0.021837467705053237, "alpha_c_p1d": 0.0086937970703872, "bench_spy_p1d": -0.027027862178845674, "bench_c_p1d": -0.05755912695428611, "ret_p1w": -0.05587577529761523, "ret_signed_p1w": -0.05587577529761523, "alpha_spy_p1w": -0.04020155179482576, "alpha_c_p1w": -0.05034288781370144, "bench_spy_p1w": -0.015674223502789464, "bench_c_p1w": -0.005532887483913784, "ret_p1m": -0.022952681139735143, "ret_signed_p1m": -0.022952681139735143, "alpha_spy_p1m": -0.022669532456692898, "alpha_c_p1m": -0.03138241338887915, "bench_spy_p1m": -0.0002831486830422447, "bench_c_p1m": 0.008429732249144006, "ret_p3m": -0.02762406348617985, "ret_signed_p3m": -0.02762406348617985, "alpha_spy_p3m": -0.061437499496365455, "alpha_c_p3m": -0.15397072784485333, "bench_spy_p3m": 0.033813436010185605, "bench_c_p3m": 0.12634666435867348, "ret_p6m": -0.07872737895455739, "ret_signed_p6m": -0.07872737895455739, "alpha_spy_p6m": -0.0614502661615276, "alpha_c_p6m": -0.21873134463545563, "bench_spy_p6m": -0.017277112793029792, "bench_c_p6m": 0.14000396568089823, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022952681139735143, "alpha_spy_stated": -0.022669532456692898, "alpha_c_stated": -0.03138241338887915, "price_path": [-0.148, -0.1136, -0.1101, -0.1017, -0.1047, -0.1101, -0.1327, -0.1132, -0.0978, -0.0991, -0.0822, -0.0886, -0.0691, -0.0764, -0.0979, -0.0653, -0.0744, -0.0683, -0.0613, -0.0513, -0.0546, -0.0489, -0.0571, -0.0548, -0.063, -0.0549, -0.088, -0.0892, -0.0914, -0.0758, -0.0663, -0.0561, -0.057, -0.0644, -0.0955, -0.0955, -0.1132, -0.114, -0.1086, -0.1327, -0.126, -0.1133, -0.0792, -0.08, -0.0766, -0.077, -0.0919, -0.1157, -0.0848, -0.0826, -0.0465, -0.0734, -0.081, -0.0773, -0.0747, -0.0557, -0.0311, -0.0277, -0.0191, -0.0257, -0.0365, -0.0391, -0.018, 0.0, -0.0489, -0.0221, -0.0651, -0.0662, -0.0559, -0.0486, -0.0516, -0.0593, -0.0638, -0.0541, -0.0328, -0.0056, 0.0439, 0.0751, 0.0536, 0.0515, 0.0743, 0.0318, 0.0137, -0.0233, -0.023, 0.0337, 0.0031, 0.0064, -0.0297, -0.0125, -0.031, -0.0582, -0.0314, -0.062, -0.0711, -0.052, -0.0766, -0.0639, -0.0639, -0.0809, -0.0657, -0.0577, -0.0674, -0.0477, -0.0527, -0.0364, -0.0394, -0.0456, -0.0604, -0.0911, -0.0845, -0.0771, -0.1123, -0.0957, -0.0601, -0.0461, -0.0174, -0.0205, -0.0205, -0.0105, -0.0225, -0.0261, -0.0315, -0.0315, -0.0193, -0.0231, -0.0276, -0.0179, -0.039, -0.04, -0.0396, -0.0351, -0.0489, -0.0286, -0.0329, -0.0329, -0.0752, -0.048, -0.0401, -0.0254, -0.0316, -0.021, -0.0054, -0.0003, -0.0074, -0.0361, -0.0635, -0.0954, -0.1074, -0.0371, -0.0131, -0.0209, -0.013, -0.0292, -0.0506, -0.0506, -0.0394, -0.0238, -0.0242, -0.0142, -0.0052, 0.0015, 0.0156, -0.0398, -0.0798, -0.0523, -0.065, -0.0494, -0.0479, -0.0765, -0.0515, -0.0405, -0.0339, -0.0489, -0.0639, -0.0484, -0.0551, -0.0631, -0.0727, -0.1031, -0.0878, -0.0901, -0.072, -0.1107, -0.13, -0.1422, -0.0943, -0.0872, -0.0787, -0.0787]}
{"unit_id": "quote:1976322048164249801", "ticker_idx": 1, "ts": "2025-10-09T16:21:09+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long Nvidia, Short AMD, Long Intel is going to be a great trade in the coming months", "tweet_type": "prediction", "timeline": "months", "summary": "Long NVDA + INTC, short AMD as a trio trade over coming months based on relative PE valuations.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Long Nvidia, Short AMD, Long Intel is going to be a great trade in the coming months.", "reply_text": null, "parent_text": null, "quoted_text": "#Alert #Nvidia #AMD #Intel #TSMC \n\nAMD PE ratio : 136\n\nNVIDIA : 53\n\nNvidia is best investment less risk.\n\nAMD very risky.\n\nIntel cheap and best", "parent_author": null, "ret_m1d": 0.011464632126509278, "ret_signed_m1d": -0.011464632126509278, "alpha_spy_m1d": -0.008559240555629177, "alpha_c_m1d": -0.008973311930764893, "bench_spy_m1d": 0.0029053915708801004, "bench_c_m1d": 0.0024913201957443842, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07724679265022871, "ret_signed_p1d": 0.07724679265022871, "alpha_spy_p1d": 0.05021893047138304, "alpha_c_p1d": 0.019687665695942602, "bench_spy_p1d": -0.027027862178845674, "bench_c_p1d": -0.05755912695428611, "ret_p1w": 0.007170759471518684, "ret_signed_p1w": -0.007170759471518684, "alpha_spy_p1w": -0.022844982974308148, "alpha_c_p1w": -0.012703646955432468, "bench_spy_p1w": -0.015674223502789464, "bench_c_p1w": -0.005532887483913784, "ret_p1m": 0.0027909910180250463, "ret_signed_p1m": -0.0027909910180250463, "alpha_spy_p1m": -0.003074139701067291, "alpha_c_p1m": 0.00563874123111896, "bench_spy_p1m": -0.0002831486830422447, "bench_c_p1m": 0.008429732249144006, "ret_p3m": -0.07960837019503586, "ret_signed_p3m": 0.07960837019503586, "alpha_spy_p3m": 0.11342180620522146, "alpha_c_p3m": 0.20595503455370934, "bench_spy_p3m": 0.033813436010185605, "bench_c_p3m": 0.12634666435867348, "ret_p6m": -0.06608269753953422, "ret_signed_p6m": 0.06608269753953422, "alpha_spy_p6m": 0.04880558474650443, "alpha_c_p6m": 0.20608666322043245, "bench_spy_p6m": -0.017277112793029792, "bench_c_p6m": 0.14000396568089823, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0027909910180250463, "alpha_spy_stated": -0.003074139701067291, "alpha_c_stated": 0.00563874123111896, "price_path": [-0.3721, -0.3318, -0.3126, -0.3112, -0.3259, -0.3259, -0.3357, -0.3188, -0.3039, -0.2852, -0.2543, -0.2381, -0.2292, -0.2429, -0.2627, -0.2409, -0.2515, -0.2996, -0.2597, -0.2582, -0.2603, -0.2488, -0.2081, -0.223, -0.2378, -0.2437, -0.2849, -0.2907, -0.2971, -0.2797, -0.2986, -0.2846, -0.2824, -0.2761, -0.3017, -0.3017, -0.303, -0.3038, -0.3053, -0.351, -0.3499, -0.3309, -0.315, -0.3316, -0.3191, -0.308, -0.311, -0.3166, -0.3219, -0.3242, -0.3139, -0.3091, -0.3092, -0.3075, -0.3153, -0.3071, -0.3053, -0.2958, -0.2712, -0.2929, -0.1253, -0.0918, 0.0115, 0.0, -0.0772, -0.0707, -0.0635, 0.0245, 0.0072, 0.0008, 0.0329, 0.0221, -0.0114, 0.009, 0.086, 0.115, 0.1079, 0.135, 0.0943, 0.0997, 0.1149, 0.0737, 0.1006, 0.0207, 0.0028, 0.0476, 0.0199, 0.1116, 0.0647, 0.0598, 0.0328, -0.0112, -0.0401, -0.1154, -0.125, -0.0766, -0.1149, -0.0801, -0.0801, -0.066, -0.0564, -0.0758, -0.0657, -0.0726, -0.0641, -0.0506, -0.0484, -0.0493, -0.0492, -0.0949, -0.1087, -0.1019, -0.1493, -0.1367, -0.0836, -0.077, -0.0772, -0.0766, -0.0766, -0.0769, -0.0742, -0.0754, -0.0804, -0.0804, -0.0404, -0.0507, -0.0796, -0.0982, -0.1211, -0.1276, -0.1082, -0.0512, -0.0399, -0.0213, -0.0046, -0.0046, -0.0042, 0.0726, 0.0895, 0.115, 0.0791, 0.0822, 0.0852, 0.0828, 0.0165, 0.0575, 0.0396, -0.1404, -0.1734, -0.105, -0.0725, -0.083, -0.0829, -0.1157, -0.1098, -0.1098, -0.128, -0.1407, -0.1268, -0.1406, -0.1558, -0.0818, -0.0946, -0.1254, -0.1403, -0.1472, -0.1801, -0.1323, -0.1436, -0.1737, -0.1297, -0.1274, -0.1205, -0.1509, -0.1696, -0.1559, -0.1571, -0.1435, -0.1186, -0.1355, -0.1297, -0.1182, -0.0542, -0.125, -0.1327, -0.1582, -0.1265, -0.0974, -0.0661, -0.0661]}
{"unit_id": "quote:1976322048164249801", "ticker_idx": 2, "ts": "2025-10-09T16:21:09+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long Nvidia, Short AMD, Long Intel is going to be a great trade in the coming months", "tweet_type": "prediction", "timeline": "months", "summary": "Long NVDA + INTC, short AMD as a trio trade over coming months based on relative PE valuations.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Long Nvidia, Short AMD, Long Intel is going to be a great trade in the coming months.", "reply_text": null, "parent_text": null, "quoted_text": "#Alert #Nvidia #AMD #Intel #TSMC \n\nAMD PE ratio : 136\n\nNVIDIA : 53\n\nNvidia is best investment less risk.\n\nAMD very risky.\n\nIntel cheap and best", "parent_author": null, "ret_m1d": -0.009788331728906585, "ret_signed_m1d": -0.009788331728906585, "alpha_spy_m1d": -0.012693723299786686, "alpha_c_m1d": -0.01227965192465097, "bench_spy_m1d": 0.0029053915708801004, "bench_c_m1d": 0.0024913201957443842, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03783069666768024, "ret_signed_p1d": -0.03783069666768024, "alpha_spy_p1d": -0.010802834488834567, "alpha_c_p1d": 0.01972843028660587, "bench_spy_p1d": -0.027027862178845674, "bench_c_p1d": -0.05755912695428611, "ret_p1w": -0.025396801689123727, "ret_signed_p1w": -0.025396801689123727, "alpha_spy_p1w": -0.009722578186334263, "alpha_c_p1w": -0.019863914205209943, "bench_spy_p1w": -0.015674223502789464, "bench_c_p1w": -0.005532887483913784, "ret_p1m": 0.008730207346965724, "ret_signed_p1m": 0.008730207346965724, "alpha_spy_p1m": 0.009013356030007968, "alpha_c_p1m": 0.00030047509782171744, "bench_spy_p1m": -0.0002831486830422447, "bench_c_p1m": 0.008429732249144006, "ret_p3m": 0.05925930485920783, "ret_signed_p3m": 0.05925930485920783, "alpha_spy_p3m": 0.025445868849022224, "alpha_c_p3m": -0.06708735949946565, "bench_spy_p3m": 0.033813436010185605, "bench_c_p3m": 0.12634666435867348, "ret_p6m": 0.3328042879620161, "ret_signed_p6m": 0.3328042879620161, "alpha_spy_p6m": 0.3500814007550459, "alpha_c_p6m": 0.19280032228111788, "bench_spy_p6m": -0.017277112793029792, "bench_c_p6m": 0.14000396568089823, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008730207346965724, "alpha_spy_stated": 0.009013356030007968, "alpha_c_stated": 0.00030047509782171744, "price_path": [-0.3836, -0.3937, -0.3997, -0.3968, -0.3889, -0.3847, -0.3852, -0.3786, -0.4013, -0.4524, -0.4529, -0.4601, -0.4619, -0.4762, -0.4892, -0.4841, -0.4659, -0.4601, -0.477, -0.4722, -0.4537, -0.423, -0.4122, -0.3688, -0.3503, -0.3741, -0.3304, -0.3772, -0.3783, -0.3439, -0.3505, -0.3558, -0.3426, -0.3405, -0.3558, -0.3558, -0.3595, -0.3651, -0.3489, -0.3521, -0.3524, -0.3534, -0.3447, -0.3489, -0.363, -0.3447, -0.3315, -0.3413, -0.1913, -0.2175, -0.2392, -0.2238, -0.1741, -0.1008, -0.0608, -0.0878, -0.1124, -0.0492, -0.0132, -0.0257, -0.032, -0.0167, -0.0098, 0.0, -0.0378, -0.0153, -0.0574, -0.0172, -0.0254, -0.0209, 0.0079, 0.0085, -0.0233, 0.0095, 0.0127, 0.046, 0.0987, 0.0937, 0.0624, 0.0579, 0.045, -0.0204, 0.0153, -0.0148, 0.0087, 0.0172, 0.0021, 0.0024, -0.05, -0.0603, -0.0817, -0.0918, -0.0712, -0.1106, -0.0873, -0.0532, -0.0521, -0.0262, -0.0262, 0.073, 0.0585, 0.15, 0.1577, 0.0714, 0.0955, 0.0661, 0.0714, 0.0788, 0.0452, 0.0003, -0.0077, -0.013, -0.0463, -0.0402, -0.0259, -0.0378, -0.0384, -0.0434, -0.0434, -0.0423, -0.0296, -0.0132, -0.0238, -0.0238, 0.0418, 0.0415, 0.0593, 0.1278, 0.0876, 0.205, 0.1656, 0.2511, 0.2889, 0.2783, 0.2423, 0.2423, 0.2847, 0.4352, 0.437, 0.1923, 0.1241, 0.1622, 0.2905, 0.2873, 0.2294, 0.2913, 0.3029, 0.2857, 0.2762, 0.3384, 0.3291, 0.2468, 0.2775, 0.2296, 0.2378, 0.2378, 0.2217, 0.2026, 0.1804, 0.1669, 0.1542, 0.2201, 0.2402, 0.2026, 0.2066, 0.2037, 0.1402, 0.2058, 0.2156, 0.1487, 0.2058, 0.2376, 0.2693, 0.1971, 0.2108, 0.2106, 0.1656, 0.1913, 0.2217, 0.1606, 0.1643, 0.1656, 0.2481, 0.1667, 0.141, 0.0897, 0.1675, 0.2706, 0.3328, 0.3328]}
{"unit_id": "quote:1981475226077569094", "ticker_idx": 0, "ts": "2025-10-23T21:38:02+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Prayers worked this is a stand out quarter.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish verdict on Intel's just-reported quarter; standout result implies durable strength.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Prayers worked this is a stand out quarter.", "reply_text": null, "parent_text": null, "quoted_text": "🕯️ 🕯️ 🕯️\n      🕯️                  🕯️\n🕯️ Intel Earnings 🕯️\n🕯️.          🙏               🕯️\n🕯️      Today.            🕯️\n       🕯️.                 🕯️\n               🕯️ 🕯️", "parent_author": null, "ret_m1d": -0.0031347684355116368, "ret_signed_m1d": -0.0031347684355116368, "alpha_spy_m1d": 0.004971537034147766, "alpha_c_m1d": 0.014920820418122482, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.01805558885363412, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03291541735659398, "ret_signed_p1d": 0.03291541735659398, "alpha_spy_p1d": 0.021117752863809347, "alpha_c_p1d": 0.00785427118684412, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.02506114616974986, "ret_p1w": 0.04467092355537772, "ret_signed_p1w": 0.04467092355537772, "alpha_spy_p1w": 0.0375687171725787, "alpha_c_p1w": 0.010838380585236562, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": 0.033832542970141155, "ret_p1m": -0.0650469682124496, "ret_signed_p1m": -0.0650469682124496, "alpha_spy_p1m": -0.0524666516440877, "alpha_c_p1m": -0.030815487622953053, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.034231480589496543, "ret_p3m": 0.41718917789883125, "ret_signed_p3m": 0.41718917789883125, "alpha_spy_p3m": 0.4021647660237466, "alpha_c_p3m": 0.26898446257124853, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.14820471532758273, "ret_p6m": 0.716300915447651, "ret_signed_p6m": 0.716300915447651, "alpha_spy_p6m": 0.6638751301831003, "alpha_c_p6m": 0.39089335786389134, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.3254075575837596, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0650469682124496, "alpha_spy_stated": -0.0524666516440877, "alpha_c_stated": -0.030815487622953053, "price_path": [-0.4668, -0.4687, -0.4828, -0.4956, -0.4906, -0.4726, -0.4668, -0.4835, -0.4788, -0.4606, -0.4303, -0.4195, -0.3767, -0.3584, -0.3819, -0.3388, -0.3851, -0.3861, -0.3521, -0.3587, -0.3639, -0.3508, -0.3487, -0.3639, -0.3639, -0.3676, -0.373, -0.3571, -0.3602, -0.3605, -0.3615, -0.3529, -0.3571, -0.371, -0.3529, -0.3399, -0.3495, -0.2014, -0.2273, -0.2487, -0.2335, -0.1844, -0.1121, -0.0726, -0.0993, -0.1236, -0.0611, -0.0256, -0.0379, -0.0441, -0.029, -0.0222, -0.0125, -0.0499, -0.0277, -0.0692, -0.0295, -0.0376, -0.0332, -0.0047, -0.0042, -0.0355, -0.0031, 0.0, 0.0329, 0.0849, 0.0799, 0.0491, 0.0447, 0.0319, -0.0327, 0.0026, -0.0272, -0.0039, 0.0044, -0.0104, -0.0102, -0.0619, -0.0721, -0.0933, -0.1032, -0.0828, -0.1217, -0.0987, -0.065, -0.064, -0.0384, -0.0384, 0.0596, 0.0452, 0.1356, 0.1432, 0.058, 0.0818, 0.0528, 0.058, 0.0653, 0.0321, -0.0123, -0.0201, -0.0253, -0.0583, -0.0522, -0.0381, -0.0499, -0.0504, -0.0554, -0.0554, -0.0543, -0.0418, -0.0256, -0.0361, -0.0361, 0.0287, 0.0285, 0.046, 0.1136, 0.0739, 0.1899, 0.151, 0.2354, 0.2727, 0.2623, 0.2268, 0.2268, 0.2685, 0.4172, 0.419, 0.1774, 0.11, 0.1476, 0.2743, 0.2712, 0.2139, 0.2751, 0.2866, 0.2696, 0.2602, 0.3216, 0.3124, 0.2312, 0.2615, 0.2142, 0.2223, 0.2223, 0.2064, 0.1876, 0.1656, 0.1523, 0.1398, 0.2048, 0.2247, 0.1876, 0.1915, 0.1886, 0.1259, 0.1907, 0.2004, 0.1343, 0.1907, 0.222, 0.2534, 0.1821, 0.1957, 0.1954, 0.151, 0.1763, 0.2064, 0.146, 0.1497, 0.151, 0.2325, 0.152, 0.1267, 0.076, 0.1528, 0.2547, 0.3161, 0.3161, 0.3265, 0.3822, 0.54, 0.6123, 0.6296, 0.7027, 0.6669, 0.6964, 0.7894, 0.7894, 0.7163]}
{"unit_id": "reply:1997394105752555774", "ticker_idx": 0, "ts": "2025-12-06T19:53:59+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Never most bullish I ever been on them", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Most bullish ever on Apple.", "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": "@tomaxwell Never most bullish I ever been on them", "reply_text": null, "parent_text": "@bubbleboi Is Apple finished?", "quoted_text": null, "parent_author": "tomaxwell", "ret_m1d": 0.003202657978374601, "ret_signed_m1d": 0.003202657978374601, "alpha_spy_m1d": 0.00018939640471082875, "alpha_c_m1d": 0.010179457667902625, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": -0.006976799689528024, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002555062909471051, "ret_signed_p1d": -0.002555062909471051, "alpha_spy_p1d": -0.0016920348358978599, "alpha_c_p1d": -0.00519677282983988, "bench_spy_p1d": -0.000863028073573191, "bench_c_p1d": 0.002641709920368829, "ret_p1w": -0.01360257708950352, "ret_signed_p1w": -0.01360257708950352, "alpha_spy_p1w": -0.009360443477418157, "alpha_c_p1w": 0.02250120689171875, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.03610378398122227, "ret_p1m": -0.0558854960379086, "ret_signed_p1m": -0.0558854960379086, "alpha_spy_p1m": -0.07084125853495926, "alpha_c_p1m": -0.050753887871830994, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": -0.005131608166077606, "ret_p3m": -0.06245793685188916, "ret_signed_p3m": -0.06245793685188916, "alpha_spy_p3m": -0.062009093837929075, "alpha_c_p3m": -0.013434076580890242, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": -0.04902386027099892, "ret_p6m": 0.13636915251413995, "ret_signed_p6m": 0.13636915251413995, "alpha_spy_p6m": 0.01895916574807721, "alpha_c_p6m": -0.20995250145485844, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.3463216539689984, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0558854960379086, "alpha_spy_stated": -0.07084125853495926, "alpha_c_stated": -0.050753887871830994, "price_path": [-0.1847, -0.173, -0.1585, -0.149, -0.1438, -0.1408, -0.1448, -0.1174, -0.0794, -0.0853, -0.0929, -0.0765, -0.0816, -0.0853, -0.0846, -0.0816, -0.0756, -0.0724, -0.0772, -0.0779, -0.0723, -0.0867, -0.1182, -0.1096, -0.1093, -0.1036, -0.1104, -0.093, -0.0572, -0.0553, -0.0709, -0.0668, -0.0551, -0.0336, -0.0329, -0.0304, -0.0243, -0.028, -0.0327, -0.0292, -0.0288, -0.0302, -0.0348, -0.0304, -0.0095, -0.0159, -0.0178, -0.0197, -0.0375, -0.0376, -0.0336, -0.0419, -0.023, -0.0071, -0.0033, -0.0012, -0.0012, 0.0035, 0.0187, 0.0299, 0.0225, 0.0101, 0.0032, 0.0, -0.0026, 0.0032, 0.0005, 0.0014, -0.0136, -0.0118, -0.0218, -0.0205, -0.0152, -0.0249, -0.0199, -0.0147, -0.0147, -0.0162, -0.0149, -0.0173, -0.0217, -0.0217, -0.0248, -0.0383, -0.0559, -0.0632, -0.0678, -0.0666, -0.0635, -0.0606, -0.0645, -0.0708, -0.0805, -0.0805, -0.1122, -0.1088, -0.1063, -0.1074, -0.0809, -0.0706, -0.0772, -0.0706, -0.0662, -0.0284, -0.0303, -0.005, -0.0071, 0.0008, -0.0108, -0.0142, -0.0077, -0.0573, -0.0787, -0.0787, -0.0495, -0.0478, -0.0614, -0.047, -0.0412, -0.0198, -0.0122, -0.0169, -0.0484, -0.0465, -0.05, -0.0544, -0.0625, -0.0727, -0.0639, -0.0605, -0.0606, -0.0788, -0.0991, -0.0894, -0.0843, -0.0997, -0.1033, -0.1068, -0.0942, -0.0936, -0.0901, -0.0891, -0.1038, -0.1117, -0.0859, -0.0792, -0.0782, -0.0782, -0.0676, -0.0869, -0.0675, -0.0617, -0.0618, -0.0664, -0.0677, -0.0403, -0.0513, -0.0267, -0.0165, -0.0413, -0.0161, -0.0151, -0.0237, -0.0361, -0.0249, -0.0269, -0.0226, 0.009, -0.0029, 0.0236, 0.0356, 0.0353, 0.0565, 0.0552, 0.0628, 0.0775, 0.0751, 0.0824, 0.0738, 0.0779, 0.0897, 0.0996, 0.1134, 0.1134, 0.1116, 0.1207, 0.1267, 0.125, 0.1043, 0.1364]}
{"unit_id": "quote:1991034903865983418", "ticker_idx": 0, "ts": "2025-11-19T06:44:47+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "the real truth is TSMC is feeling the walls close in on them… Writing has been on the wall for a long time for TSMC anyone with a brain is looking for an exit and their hubris will be their downfall", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish TSMC: author argues management hubris, talent exodus, and overreach signal long-term decline.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "TSMC is using mafia tactics to go after its former employees… really disgusting and a befitting end to a company filled with hubris in their management.\n\nYou really think a Taiwanese PhD in their 70s is going to steal … what exactly? Some data? Like a process node can be reverse engineered that easily? \n\nNope, unlike most semitards on this app I know even if you gave intel the exact hyper parameters TSMC n2 uses they couldn’t replicate it easily… the real truth is TSMC is feeling the walls close in on them and that’s why they need to attack their former employees for going to greener pastures. \n\nThey did the same thing with Dr. Kim and 3 other engineers not too long ago charging them with crimes akin to espionage. It really begs the question is TSMC really even a company anymore or some state apparatus? What’s next Mossad style assassinations of any engineers  that leave?\n\nWriting has been on the wall for a long time for TSMC anyone with a brain is looking for an exit and their hubris will be their downfall.", "reply_text": null, "parent_text": null, "quoted_text": "RUMOR: Former TSMC Senior VP Dr. Wei-Jen Lo, is said to have obtained the latest data on TSMC’s 2nm, A16 and A14 advanced chip manufacturing processes prior to joining Intel Corp. in October, media report, citing unnamed sources. 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{"unit_id": "quote:1993110042594214209", "ticker_idx": 0, "ts": "2025-11-25T00:10:39+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The government bailout for your Nvidia calls is here.", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastically frames the Genesis Mission AI initiative as bullish for NVDA; implied genuine long on Nvidia from government AI compute demand.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The government bailout for your Nvidia calls is here.", "reply_text": null, "parent_text": null, "quoted_text": "🚨The White House just launched the Genesis Mission — a Manhattan Project for AI\n\nThe Department of Energy will build a national AI platform on top of U.S. supercomputers and federal science data, train scientific foundation models, and run AI agents + robotic labs to automate https://t.co/7g6ZiKfcTZ", "parent_author": null, "ret_m1d": 0.026599982627025787, "ret_signed_m1d": 0.026599982627025787, "alpha_spy_m1d": 0.03591817329273472, "alpha_c_m1d": 0.02921763754530715, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.0026176549182813647, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013721728427074753, "ret_signed_p1d": 0.013721728427074753, "alpha_spy_p1d": 0.006818146009069492, "alpha_c_p1d": -0.008924578981445164, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.022646307408519917, "ret_p1w": 0.020470123682345465, "ret_signed_p1w": 0.020470123682345465, "alpha_spy_p1w": 0.010825821870628083, "alpha_c_p1w": -0.03664578493220083, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.057115908614546296, "ret_p1m": 0.060738392649324346, "ret_signed_p1m": 0.060738392649324346, "alpha_spy_p1m": 0.03496129859775765, "alpha_c_p1m": -0.013651031282923887, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.07438942393224823, "ret_p3m": 0.06754349494237655, "ret_signed_p3m": 0.06754349494237655, "alpha_spy_p3m": 0.04317787776039439, "alpha_c_p3m": -0.1568951597014805, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.22443865464385704, "ret_p6m": 0.25685830810084953, "ret_signed_p6m": 0.25685830810084953, "alpha_spy_p6m": 0.15248997773248063, "alpha_c_p6m": -0.40902488078158084, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.6658831888824304, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060738392649324346, "alpha_spy_stated": 0.03496129859775765, "alpha_c_stated": -0.013651031282923887, "price_path": [0.0132, -0.0205, -0.0205, -0.0396, -0.0405, -0.0347, -0.0608, -0.0535, -0.0398, -0.0028, -0.0037, 0.0, -0.0004, -0.0165, -0.0423, -0.0089, -0.0065, 0.0326, 0.0034, -0.0048, -0.0007, 0.0021, 0.0227, 0.0493, 0.053, 0.0623, 0.0551, 0.0434, 0.0406, 0.0635, 0.0829, 0.03, 0.059, 0.0124, 0.0113, 0.0224, 0.0304, 0.0271, 0.0188, 0.0138, 0.0244, 0.0475, 0.0769, 0.1305, 0.1643, 0.141, 0.1387, 0.1634, 0.1174, 0.0978, 0.0577, 0.0581, 0.1194, 0.0863, 0.0899, 0.0508, 0.0695, 0.0494, 0.0199, 0.0489, 0.0159, 0.006, 0.0266, 0.0, 0.0137, 0.0137, -0.0046, 0.0118, 0.0205, 0.01, 0.0313, 0.0259, 0.0435, 0.0403, 0.0336, 0.0175, -0.0157, -0.0085, -0.0005, -0.0386, -0.0206, 0.0179, 0.0331, 0.0641, 0.0607, 0.0607, 0.0715, 0.0585, 0.0547, 0.0489, 0.0489, 0.0621, 0.058, 0.053, 0.0636, 0.0407, 0.0396, 0.0401, 0.045, 0.03, 0.052, 0.0474, 0.0474, 0.0015, 0.031, 0.0395, 0.0555, 0.0487, 0.0602, 0.0771, 0.0827, 0.0749, 0.0439, 0.0142, -0.0204, -0.0334, 0.0427, 0.0688, 0.0603, 0.0688, 0.0513, 0.0281, 0.0281, 0.0403, 0.0572, 0.0567, 0.0675, 0.0773, 0.0846, 0.0998, 0.0398, -0.0035, 0.0263, 0.0126, 0.0294, 0.0311, 0.0001, 0.0272, 0.0391, 0.0463, 0.03, 0.0138, 0.0305, 0.0232, 0.0146, 0.0043, -0.0287, -0.0122, -0.0146, 0.0049, -0.0369, -0.0578, -0.071, -0.0191, -0.0115, -0.0023, -0.0023, -0.0009, 0.0017, 0.0241, 0.0344, 0.0609, 0.0647, 0.1052, 0.1185, 0.1156, 0.1343, 0.1364, 0.1242, 0.1389, 0.1228, 0.1714, 0.2183, 0.1989, 0.1769, 0.1224, 0.1161, 0.1163, 0.1052, 0.1689, 0.1895, 0.2103, 0.2342, 0.2417, 0.2701, 0.3259, 0.2673, 0.2504, 0.2408, 0.2569]}
{"unit_id": "quote:1993824743619752304", "ticker_idx": 0, "ts": "2025-11-26T23:30:37+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I should be putting everything into intel man like $500B market cap is no brainer", "tweet_type": "prediction", "timeline": "years", "summary": "Strongly bullish INTC; calls $500B market cap a no-brainer and implies maximal conviction buy.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I don't know why I own a home (several), cars (multiple) anything really.... I should be putting everything into intel man like $500B market cap is no brainer", "reply_text": null, "parent_text": null, "quoted_text": "If you’ve been long enough $INTC you’re used to this price movement by now. Stock movement in $20’s (December 2024- September 2025) will match its movement in $30’s (October 2025 - September 2026)\n\nPrediction: GLORIOUS green line incoming October 2026 when 14A IFS deals are https://t.co/Yi4x8JdmyB", "parent_author": null, "ret_m1d": -0.09245561817138881, "ret_signed_m1d": -0.09245561817138881, "alpha_spy_m1d": -0.0870268166978454, "alpha_c_m1d": -0.07948291744846436, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.012972700722924446, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013560232572378372, "ret_signed_p1d": -0.013560232572378372, "alpha_spy_p1d": -0.008994672218937572, "alpha_c_p1d": -0.015490504675310546, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": 0.0019302721029321734, "ret_p1w": 0.020956569165227368, "ret_signed_p1w": 0.020956569165227368, "alpha_spy_p1w": 0.017591045445052522, "alpha_c_p1w": -0.0135046926121003, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.03446126177732767, "ret_p1m": -0.09566077260219807, "ret_signed_p1m": -0.09566077260219807, "alpha_spy_p1m": -0.10516119769396814, "alpha_c_p1m": -0.1327428004332929, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.03708202783109482, "ret_p3m": 0.15581852763412307, "ret_signed_p3m": 0.15581852763412307, "alpha_spy_p3m": 0.1385396570769759, "alpha_c_p3m": -0.057665152516148455, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.21348368015027153, "ret_p6m": 1.954634918153773, "ret_signed_p6m": 1.954634918153773, "alpha_spy_p6m": 1.8573322629894236, "alpha_c_p6m": 1.3135730695000363, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.6410618486537367, "ret_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": [-0.4031, -0.4083, -0.3932, -0.3962, -0.3964, -0.3974, -0.3893, -0.3932, -0.4063, -0.3893, -0.377, -0.3861, -0.2463, -0.2707, -0.2909, -0.2766, -0.2303, -0.162, -0.1248, -0.1499, -0.1728, -0.1139, -0.0804, -0.092, -0.0979, -0.0836, -0.0772, -0.068, -0.1033, -0.0823, -0.1215, -0.0841, -0.0917, -0.0875, -0.0607, -0.0602, -0.0897, -0.0592, -0.0562, -0.0251, 0.0239, 0.0192, -0.0099, -0.0141, -0.0261, -0.087, -0.0537, -0.0819, -0.0599, -0.052, -0.0661, -0.0658, -0.1146, -0.1243, -0.1442, -0.1536, -0.1344, -0.1711, -0.1494, -0.1176, -0.1166, -0.0925, -0.0925, 0.0, -0.0136, 0.0717, 0.0789, -0.0015, 0.021, -0.0064, -0.0015, 0.0054, -0.0259, -0.0678, -0.0752, -0.0801, -0.1112, -0.1055, -0.0922, -0.1033, -0.1038, -0.1085, -0.1085, -0.1075, -0.0957, -0.0804, -0.0902, -0.0902, -0.0291, -0.0293, -0.0128, 0.051, 0.0136, 0.123, 0.0863, 0.1659, 0.2012, 0.1913, 0.1578, 0.1578, 0.1972, 0.3375, 0.3393, 0.1112, 0.0476, 0.0831, 0.2027, 0.1997, 0.1457, 0.2034, 0.2143, 0.1982, 0.1893, 0.2473, 0.2387, 0.162, 0.1906, 0.146, 0.1536, 0.1536, 0.1386, 0.1208, 0.1001, 0.0875, 0.0757, 0.1371, 0.1558, 0.1208, 0.1245, 0.1218, 0.0626, 0.1238, 0.1329, 0.0705, 0.1238, 0.1534, 0.1829, 0.1156, 0.1285, 0.1282, 0.0863, 0.1102, 0.1386, 0.0816, 0.0851, 0.0863, 0.1632, 0.0873, 0.0634, 0.0155, 0.088, 0.1842, 0.2421, 0.2421, 0.252, 0.3045, 0.4534, 0.5217, 0.538, 0.607, 0.5732, 0.6011, 0.6889, 0.6889, 0.6198, 0.6336, 0.6092, 0.6464, 1.035, 1.0954, 1.0838, 1.336, 1.3294, 1.4561, 1.3614, 1.6664, 1.7862, 1.7027, 2.0799, 2.1913, 1.9736, 1.9657, 1.8582, 1.6817, 1.6669, 1.7318, 1.9329, 1.9216, 1.9546, 1.9546]}
{"unit_id": "quote:1994429100727967879", "ticker_idx": 0, "ts": "2025-11-28T15:32:06+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "God the world is about to see Intel become a leading edge fab, an ASIC design house, and get over 80% of server CPU market again… 1 trillion ez.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Intel to $1T market cap on leading-edge fab + ASIC + 80%+ server CPU share recovery.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "God the world is about to see Intel become a leading edge fab, an ASIC design house, and get over 80% of server CPU market again… \n\n1 trillion ez.", "reply_text": null, "parent_text": null, "quoted_text": "I guess there’s a reason Google is using EMIB for its TPUs.\n\nMy Chinese partner, who I collaborate with, just had an expert call with a Google TPU specialist, and the TPU numbers mentioned there are actually higher than Fubon’s estimates lol.\nDoes that even make sense?", "parent_author": null, "ret_m1d": -0.09245561817138881, "ret_signed_m1d": -0.09245561817138881, "alpha_spy_m1d": -0.0870268166978454, "alpha_c_m1d": -0.07948291744846436, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.012972700722924446, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013560232572378372, "ret_signed_p1d": -0.013560232572378372, "alpha_spy_p1d": -0.008994672218937572, "alpha_c_p1d": -0.015490504675310546, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": 0.0019302721029321734, "ret_p1w": 0.020956569165227368, "ret_signed_p1w": 0.020956569165227368, "alpha_spy_p1w": 0.017591045445052522, "alpha_c_p1w": -0.0135046926121003, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.03446126177732767, "ret_p1m": -0.09566077260219807, "ret_signed_p1m": -0.09566077260219807, "alpha_spy_p1m": -0.10516119769396814, "alpha_c_p1m": -0.1327428004332929, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.03708202783109482, "ret_p3m": 0.15581852763412307, "ret_signed_p3m": 0.15581852763412307, "alpha_spy_p3m": 0.1385396570769759, "alpha_c_p3m": -0.057665152516148455, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.21348368015027153, "ret_p6m": 1.954634918153773, "ret_signed_p6m": 1.954634918153773, "alpha_spy_p6m": 1.8573322629894236, "alpha_c_p6m": 1.3135730695000363, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.6410618486537367, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09566077260219807, "alpha_spy_stated": -0.10516119769396814, "alpha_c_stated": -0.1327428004332929, "price_path": [-0.4031, -0.4083, -0.3932, -0.3962, -0.3964, -0.3974, -0.3893, -0.3932, -0.4063, -0.3893, -0.377, -0.3861, -0.2463, -0.2707, -0.2909, -0.2766, -0.2303, -0.162, -0.1248, -0.1499, -0.1728, -0.1139, -0.0804, -0.092, -0.0979, -0.0836, -0.0772, -0.068, -0.1033, -0.0823, -0.1215, -0.0841, -0.0917, -0.0875, -0.0607, -0.0602, -0.0897, -0.0592, -0.0562, -0.0251, 0.0239, 0.0192, -0.0099, -0.0141, -0.0261, -0.087, -0.0537, -0.0819, -0.0599, -0.052, -0.0661, -0.0658, -0.1146, -0.1243, -0.1442, -0.1536, -0.1344, -0.1711, -0.1494, -0.1176, -0.1166, -0.0925, -0.0925, 0.0, -0.0136, 0.0717, 0.0789, -0.0015, 0.021, -0.0064, -0.0015, 0.0054, -0.0259, -0.0678, -0.0752, -0.0801, -0.1112, -0.1055, -0.0922, -0.1033, -0.1038, -0.1085, -0.1085, -0.1075, -0.0957, -0.0804, -0.0902, -0.0902, -0.0291, -0.0293, -0.0128, 0.051, 0.0136, 0.123, 0.0863, 0.1659, 0.2012, 0.1913, 0.1578, 0.1578, 0.1972, 0.3375, 0.3393, 0.1112, 0.0476, 0.0831, 0.2027, 0.1997, 0.1457, 0.2034, 0.2143, 0.1982, 0.1893, 0.2473, 0.2387, 0.162, 0.1906, 0.146, 0.1536, 0.1536, 0.1386, 0.1208, 0.1001, 0.0875, 0.0757, 0.1371, 0.1558, 0.1208, 0.1245, 0.1218, 0.0626, 0.1238, 0.1329, 0.0705, 0.1238, 0.1534, 0.1829, 0.1156, 0.1285, 0.1282, 0.0863, 0.1102, 0.1386, 0.0816, 0.0851, 0.0863, 0.1632, 0.0873, 0.0634, 0.0155, 0.088, 0.1842, 0.2421, 0.2421, 0.252, 0.3045, 0.4534, 0.5217, 0.538, 0.607, 0.5732, 0.6011, 0.6889, 0.6889, 0.6198, 0.6336, 0.6092, 0.6464, 1.035, 1.0954, 1.0838, 1.336, 1.3294, 1.4561, 1.3614, 1.6664, 1.7862, 1.7027, 2.0799, 2.1913, 1.9736, 1.9657, 1.8582, 1.6817, 1.6669, 1.7318, 1.9329, 1.9216, 1.9546, 1.9546]}
{"unit_id": "quote:2003961569676612016", "ticker_idx": 0, "ts": "2025-12-24T22:50:44+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Clearly Nvidia is realizing inference chips are a threat and need their own, better to buy than build sometimes.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Views NVDA's Groq acquisition as strategically sound — buying inference capability rather than building it, implying the move strengthens NVDA's position.", "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": "Clearly Nvidia is realizing inference chips are a threat and need their own, better to buy than build sometimes.", "reply_text": null, "parent_text": null, "quoted_text": "Nvidia acquiring Groq for $20B is a big deal.\n\nGroq chips are insanely fast at inference, sometimes 10x GPUs. The trick is to put model weights in SRAM instead of HBM to trade memory capacity for speed.\n\nIts $/token may lose to GPUs, but for long-wait inference on models like https://t.co/KlCVG7W7Ng", "parent_author": null, "ret_m1d": -0.010077166385101588, "ret_signed_m1d": -0.010077166385101588, "alpha_spy_m1d": -0.010178586335516826, "alpha_c_m1d": -0.005457989674086838, "bench_spy_m1d": 0.00010141995041523799, "bench_c_m1d": -0.00461917671101475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012124095818556446, "ret_signed_p1d": -0.012124095818556446, "alpha_spy_p1d": -0.008560442311061678, "alpha_c_p1d": -0.007614190492619133, "bench_spy_p1d": -0.0035636535074947684, "bench_c_p1d": -0.004509905325937313, "ret_p1w": -0.008817480495115104, "ret_signed_p1w": -0.008817480495115104, "alpha_spy_p1w": 0.0015257544830880043, "alpha_c_p1w": -0.029153135497826055, "bench_spy_p1w": -0.010343234978203109, "bench_c_p1w": 0.02033565500271095, "ret_p1m": -0.02130897801627618, "ret_signed_p1m": -0.02130897801627618, "alpha_spy_p1m": -0.02481467726639075, "alpha_c_p1m": -0.11139814680303017, "bench_spy_p1m": 0.003505699250114569, "bench_c_p1m": 0.09008916878675399, "ret_p3m": -0.062144209899110514, "ret_signed_p3m": -0.062144209899110514, "alpha_spy_p3m": -0.01622826063859617, "alpha_c_p3m": -0.15277998585106456, "bench_spy_p3m": -0.045915949260514344, "bench_c_p3m": 0.09063577595195405, "ret_p6m": 0.0964387773814297, "ret_signed_p6m": 0.0964387773814297, "alpha_spy_p6m": 0.012366527266499006, "alpha_c_p6m": -0.7318835314979131, "bench_spy_p6m": 0.08407225011493069, "bench_c_p6m": 0.8283223088793428, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02130897801627618, "alpha_spy_stated": -0.02481467726639075, "alpha_c_stated": -0.11139814680303017, "price_path": [-0.0208, -0.0173, -0.0087, -0.0153, -0.0262, -0.0289, -0.0075, 0.0107, -0.0387, -0.0117, -0.0552, -0.0562, -0.0458, -0.0384, -0.0415, -0.0492, -0.0539, -0.044, -0.0225, 0.005, 0.0551, 0.0866, 0.0648, 0.0627, 0.0858, 0.0428, 0.0245, -0.0129, -0.0125, 0.0447, 0.0137, 0.0171, -0.0193, -0.0019, -0.0207, -0.0482, -0.0211, -0.052, -0.0612, -0.0419, -0.0668, -0.054, -0.054, -0.0711, -0.0557, -0.0477, -0.0575, -0.0375, -0.0426, -0.0261, -0.0292, -0.0354, -0.0504, -0.0814, -0.0747, -0.0672, -0.1028, -0.086, -0.0501, -0.0359, -0.0069, -0.0101, -0.0101, 0.0, -0.0121, -0.0157, -0.0212, -0.0212, -0.0088, -0.0126, -0.0173, -0.0075, -0.0288, -0.0298, -0.0293, -0.0248, -0.0388, -0.0183, -0.0226, -0.0226, -0.0654, -0.0378, -0.0299, -0.015, -0.0213, -0.0105, 0.0052, 0.0104, 0.0031, -0.0258, -0.0535, -0.0858, -0.0979, -0.0269, -0.0026, -0.0104, -0.0025, -0.0188, -0.0405, -0.0405, -0.0292, -0.0134, -0.0138, -0.0037, 0.0054, 0.0122, 0.0264, -0.0296, -0.07, -0.0423, -0.055, -0.0393, -0.0377, -0.0667, -0.0414, -0.0302, -0.0236, -0.0387, -0.0539, -0.0383, -0.0451, -0.0531, -0.0628, -0.0935, -0.0781, -0.0804, -0.0621, -0.1012, -0.1207, -0.1331, -0.0846, -0.0775, -0.0689, -0.0689, -0.0676, -0.0652, -0.0443, -0.0347, -0.0099, -0.0063, 0.0314, 0.0438, 0.0411, 0.0586, 0.0606, 0.0491, 0.0629, 0.0479, 0.0932, 0.1369, 0.1189, 0.0983, 0.0475, 0.0416, 0.0418, 0.0314, 0.0909, 0.1101, 0.1295, 0.1518, 0.1588, 0.1853, 0.2374, 0.1827, 0.1669, 0.1579, 0.1729, 0.1522, 0.1302, 0.1302, 0.1278, 0.1159, 0.1246, 0.1082, 0.1776, 0.1695, 0.1272, 0.149, 0.0778, 0.0964, 0.094, 0.0532, 0.0766, 0.0783, 0.1164, 0.0899, 0.0754, 0.1072, 0.1072, 0.0964]}
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{"unit_id": "quote:2001806966323023966", "ticker_idx": 0, "ts": "2025-12-19T00:09:07+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel is the next Nvidia. If you really want to be a multi millionaire join while you can and ask for as much stock as possible. Literally take a minimum wage salary, it's the next trillion dollar company.", "tweet_type": "prediction", "timeline": "years", "summary": "Strongly bullish INTC: calls it the next Nvidia and next trillion-dollar company, urges accumulating as much stock as possible.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "It’s so crazy how for a year I’ve been saying all of this !!! I was laughed out the room several times pitching Intel to people. \n\nIntel is the next Nvidia. If you really want to be a multi millionaire join while you can and ask for as much stock as possible. Literally take a minimum wage salary, it’s the next trillion dollar company.", "reply_text": null, "parent_text": null, "quoted_text": "NVIDIA and AMD Explore Intel 14A Node, Apple and Broadcom Come After Intel EMIB Packaging https://t.co/MkqpwB76hB https://t.co/Z1MA8SnJRW", "parent_author": null, "ret_m1d": -0.014665967409099423, "ret_signed_m1d": -0.014665967409099423, "alpha_spy_m1d": -0.005683870476957731, "alpha_c_m1d": 0.010542475920714, "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": -0.012221639507582926, "ret_signed_p1d": -0.012221639507582926, "alpha_spy_p1d": -0.018451443358016517, "alpha_c_p1d": -0.025104461632274866, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.01288282212469194, "ret_p1w": -0.016838645763810778, "ret_signed_p1w": -0.016838645763810778, "alpha_spy_p1w": -0.031120313317315462, "alpha_c_p1w": -0.04706739719376496, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.03022875142995418, "ret_p1m": 0.27539379341911885, "ret_signed_p1m": 0.27539379341911885, "alpha_spy_p1m": 0.25912859598843063, "alpha_c_p1m": 0.14793159095959751, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.12746220245952133, "ret_p3m": 0.22297662011188812, "ret_signed_p3m": 0.22297662011188812, "alpha_spy_p3m": 0.2511287521022284, "alpha_c_p3m": 0.11443733555649382, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": 0.1085392845553943, "ret_p6m": 2.4725693011975993, "ret_signed_p6m": 2.4725693011975993, "alpha_spy_p6m": 2.3604586166061674, "alpha_c_p6m": 1.6503940795546919, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2032, -0.1521, -0.0769, -0.0359, -0.0636, -0.0888, -0.0239, 0.013, 0.0003, -0.0062, 0.0095, 0.0166, 0.0266, -0.0122, 0.0109, -0.0323, 0.009, 0.0005, 0.0052, 0.0348, 0.0353, 0.0027, 0.0364, 0.0397, 0.0739, 0.1279, 0.1228, 0.0907, 0.0861, 0.0728, 0.0057, 0.0424, 0.0114, 0.0356, 0.0443, 0.0288, 0.0291, -0.0247, -0.0353, -0.0573, -0.0676, -0.0464, -0.0869, -0.063, -0.028, -0.0269, -0.0003, -0.0003, 0.1016, 0.0866, 0.1806, 0.1885, 0.0999, 0.1247, 0.0945, 0.0999, 0.1076, 0.0731, 0.0269, 0.0187, 0.0133, -0.0209, -0.0147, 0.0, -0.0122, -0.0128, -0.0179, -0.0179, -0.0168, -0.0038, 0.013, 0.0022, 0.0022, 0.0695, 0.0693, 0.0875, 0.1578, 0.1165, 0.2371, 0.1966, 0.2844, 0.3232, 0.3123, 0.2754, 0.2754, 0.3188, 0.4734, 0.4753, 0.2241, 0.154, 0.1931, 0.3248, 0.3216, 0.2621, 0.3256, 0.3376, 0.3199, 0.3102, 0.374, 0.3645, 0.28, 0.3115, 0.2624, 0.2708, 0.2708, 0.2542, 0.2347, 0.2118, 0.198, 0.185, 0.2526, 0.2732, 0.2347, 0.2387, 0.2357, 0.1706, 0.2379, 0.248, 0.1793, 0.2379, 0.2705, 0.3031, 0.229, 0.2431, 0.2428, 0.1966, 0.223, 0.2542, 0.1915, 0.1953, 0.1966, 0.2814, 0.1977, 0.1714, 0.1187, 0.1985, 0.3045, 0.3683, 0.3683, 0.3791, 0.437, 0.601, 0.6763, 0.6942, 0.7702, 0.733, 0.7637, 0.8604, 0.8604, 0.7844, 0.7996, 0.7727, 0.8137, 1.2417, 1.3083, 1.2955, 1.5733, 1.566, 1.7056, 1.6013, 1.9373, 2.0693, 1.9772, 2.3927, 2.5155, 2.2757, 2.267, 2.1486, 1.9541, 1.9378, 2.0092, 2.2309, 2.2184, 2.2548, 2.2548, 2.3547, 2.3072, 2.2833, 2.1146, 1.9693, 1.9313, 2.0611, 2.0359, 1.6934, 1.9948, 1.931, 1.9071, 2.1765, 2.3832, 2.4726]}
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{"unit_id": "quote:1988672773942812895", "ticker_idx": 0, "ts": "2025-11-12T18:18:31+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel is the future", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Intel as the future of domestic semiconductor production if TSMC Arizona can't replace Taiwan capacity.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Intel is the future", "reply_text": null, "parent_text": null, "quoted_text": "Dylan Patel \n\n\"If Taiwan is cutoff, TSMC Arizona is not replacing any real fraction of the production. Sovereignty is a scam\"\n\nLuv u @dylan522p \n\nhttps://t.co/qB4XONtzOh\n\n1 hour 22 minutes", "parent_author": null, "ret_m1d": -0.000263877584963379, "ret_signed_m1d": -0.000263877584963379, "alpha_spy_m1d": 0.0002922033833072657, "alpha_c_m1d": 0.012337005032190262, "bench_spy_m1d": -0.0005560809682706447, "bench_c_m1d": -0.012600882617153641, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052256520826898356, "ret_signed_p1d": -0.052256520826898356, "alpha_spy_p1d": -0.035662614465710285, "alpha_c_p1d": -0.022132537165639565, "bench_spy_p1d": -0.01659390636118807, "bench_c_p1d": -0.03012398366125879, "ret_p1w": -0.07337025136127007, "ret_signed_p1w": -0.07337025136127007, "alpha_spy_p1w": -0.04300651947532619, "alpha_c_p1w": -0.028113928941928212, "bench_spy_p1w": -0.03036373188594388, "bench_c_p1w": -0.045256322419341855, "ret_p1m": 0.04275531691687884, "ret_signed_p1m": 0.04275531691687884, "alpha_spy_p1m": 0.03428262413959171, "alpha_c_p1m": -0.00044785680584880083, "bench_spy_p1m": 0.008472692777287127, "bench_c_p1m": 0.04320317372272764, "ret_p3m": 0.3259435863752582, "ret_signed_p3m": 0.3259435863752582, "alpha_spy_p3m": 0.3074757546911966, "alpha_c_p3m": 0.1785992345490064, "bench_spy_p3m": 0.01846783168406163, "bench_c_p3m": 0.14734435182625183, "ret_p6m": 1.8931117580469072, "ret_signed_p6m": 1.8931117580469072, "alpha_spy_p6m": 1.816484340940794, "alpha_c_p6m": 1.369244388783486, "bench_spy_p6m": 0.0766274171061132, "bench_c_p6m": 0.5238673692634213, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04275531691687884, "alpha_spy_stated": 0.03428262413959171, "alpha_c_stated": -0.00044785680584880083, "price_path": [-0.3518, -0.3756, -0.332, -0.3787, -0.3798, -0.3455, -0.3521, -0.3574, -0.3442, -0.342, -0.3574, -0.3574, -0.361, -0.3666, -0.3505, -0.3537, -0.3539, -0.355, -0.3463, -0.3505, -0.3645, -0.3463, -0.3331, -0.3428, -0.1932, -0.2193, -0.241, -0.2257, -0.176, -0.1029, -0.0631, -0.09, -0.1145, -0.0515, -0.0156, -0.028, -0.0343, -0.019, -0.0121, -0.0024, -0.0401, -0.0177, -0.0596, -0.0195, -0.0277, -0.0232, 0.0055, 0.0061, -0.0256, 0.0071, 0.0103, 0.0435, 0.0961, 0.0911, 0.0599, 0.0554, 0.0425, -0.0227, 0.0129, -0.0172, 0.0063, 0.0148, -0.0003, 0.0, -0.0523, -0.0625, -0.0839, -0.094, -0.0734, -0.1127, -0.0895, -0.0554, -0.0544, -0.0285, -0.0285, 0.0705, 0.056, 0.1473, 0.1549, 0.0689, 0.0929, 0.0636, 0.0689, 0.0763, 0.0428, -0.0021, -0.01, -0.0153, -0.0486, -0.0425, -0.0282, -0.0401, -0.0406, -0.0457, -0.0457, -0.0446, -0.0319, -0.0156, -0.0261, -0.0261, 0.0393, 0.0391, 0.0567, 0.1251, 0.085, 0.2022, 0.1628, 0.2481, 0.2858, 0.2753, 0.2394, 0.2394, 0.2816, 0.4318, 0.4336, 0.1895, 0.1214, 0.1594, 0.2874, 0.2842, 0.2264, 0.2882, 0.2998, 0.2827, 0.2732, 0.3352, 0.3259, 0.2439, 0.2745, 0.2267, 0.2349, 0.2349, 0.2188, 0.1998, 0.1776, 0.1642, 0.1515, 0.2172, 0.2373, 0.1998, 0.2037, 0.2008, 0.1375, 0.203, 0.2127, 0.1459, 0.203, 0.2346, 0.2663, 0.1942, 0.208, 0.2077, 0.1628, 0.1884, 0.2188, 0.1578, 0.1615, 0.1628, 0.2452, 0.1639, 0.1383, 0.0871, 0.1647, 0.2676, 0.3296, 0.3296, 0.3402, 0.3964, 0.5558, 0.6289, 0.6463, 0.7202, 0.6841, 0.7139, 0.8079, 0.8079, 0.734, 0.7487, 0.7226, 0.7625, 1.1784, 1.2431, 1.2307, 1.5007, 1.4935, 1.6292, 1.5278, 1.8543, 1.9826, 1.8931]}
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{"unit_id": "thread:1988639210383741333", "ticker_idx": 0, "ts": "2025-11-12T16:05:09+00:00", "symbol": "Nokia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nokia might be the trade", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Nokia on data-center networking, advanced packaging sector broadly, and natural gas on cold-winter + data-center demand.", "resolved_tickers": ["NOK"], "resolution_method": "exchange_ticker", "resolution_reason": "Nokia Corp, NYSE ADR: NOK", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I’m always perfectly hedged. That’s why I’m leveraged to the tits.\n\n---\n\nNot really stocks but positions I want to take on.\n\nLayer 1/2 networking devices for splines in data centers become important. Nokia might be the trade.\n\nAdvanced packaging will do well. Looking for any companies that have huge exposure on advanced packaging and testing.\n\nNatural gas energy providers. Cold winter + data center energy needs means natural gas going to rip. Especially in the Louisiana Texas region. \n\nIf you have any ideas comment below.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017094000838336787, "ret_signed_m1d": -0.017094000838336787, "alpha_spy_m1d": -0.016537919870066142, "alpha_c_m1d": -0.016537919870066142, "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": -0.034188001676673574, "ret_signed_p1d": -0.034188001676673574, "alpha_spy_p1d": -0.017594095315485503, "alpha_c_p1d": -0.017594095315485503, "bench_spy_p1d": -0.01659390636118807, "bench_c_p1d": -0.01659390636118807, "ret_p1w": -0.1410256088045604, "ret_signed_p1w": -0.1410256088045604, "alpha_spy_p1w": -0.11066187691861651, "alpha_c_p1w": -0.11066187691861651, "bench_spy_p1w": -0.03036373188594388, "bench_c_p1w": -0.03036373188594388, "ret_p1m": -0.09401707253637359, "ret_signed_p1m": -0.09401707253637359, "alpha_spy_p1m": -0.10248976531366072, "alpha_c_p1m": -0.10248976531366072, "bench_spy_p1m": 0.008472692777287127, "bench_c_p1m": 0.008472692777287127, "ret_p3m": 0.022792001117782457, "ret_signed_p3m": 0.022792001117782457, "alpha_spy_p3m": 0.004324169433720826, "alpha_c_p3m": 0.004324169433720826, "bench_spy_p3m": 0.01846783168406163, "bench_c_p3m": 0.01846783168406163, "ret_p6m": 0.7592593183796204, "ret_signed_p6m": 0.7592593183796204, "alpha_spy_p6m": 0.6826319012735071, "alpha_c_p6m": 0.6826319012735071, "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": -0.09401707253637359, "alpha_spy_stated": -0.10248976531366072, "alpha_c_stated": -0.10248976531366072, "price_path": [-0.4017, -0.3946, -0.4003, -0.396, -0.396, -0.386, -0.3818, -0.3889, -0.3846, -0.3889, -0.3875, -0.3875, -0.3974, -0.3761, -0.3447, -0.3519, -0.3462, -0.3462, -0.349, -0.3419, -0.3575, -0.3519, -0.3433, -0.3305, -0.3219, -0.3248, -0.3205, -0.3091, -0.3248, -0.3333, -0.3362, -0.3305, -0.3148, -0.3134, -0.3048, -0.302, -0.2949, -0.2778, -0.2635, -0.2621, -0.2422, -0.2521, -0.2208, -0.1952, -0.1909, -0.1823, -0.1866, -0.2051, -0.2094, -0.1211, -0.1026, -0.094, 0.1068, 0.0442, 0.0157, -0.0157, 0.0185, -0.0299, -0.0242, -0.0157, -0.0256, -0.0071, -0.0171, 0.0, -0.0342, -0.0413, -0.0513, -0.0541, -0.141, -0.1638, -0.1538, -0.1325, -0.1368, -0.1339, -0.1339, -0.1339, -0.1282, -0.1182, -0.1083, -0.1225, -0.1353, -0.1239, -0.1197, -0.114, -0.094, -0.1068, -0.1168, -0.104, -0.114, -0.0912, -0.0741, -0.0684, -0.0698, -0.0613, -0.0613, -0.057, -0.0627, -0.0726, -0.0783, -0.0783, -0.0726, -0.0741, -0.0783, -0.0328, -0.0755, -0.0769, -0.0627, -0.0712, -0.094, -0.0584, -0.067, -0.067, -0.0869, -0.0826, -0.0741, -0.0356, -0.0157, -0.0114, -0.0285, -0.104, -0.084, -0.0513, -0.047, -0.0313, -0.0228, 0.0071, 0.0228, 0.0085, 0.0456, -0.0071, 0.0014, 0.0014, 0.0399, 0.0584, 0.0826, 0.1068, 0.0783, 0.067, 0.0783, 0.0684, 0.0997, 0.1766, 0.1496, 0.161, 0.1182, 0.1026, 0.1239, 0.1111, 0.1254, 0.1595, 0.1738, 0.2322, 0.2179, 0.1909, 0.1823, 0.1368, 0.1481, 0.1752, 0.198, 0.1795, 0.1368, 0.1339, 0.1453, 0.1781, 0.2564, 0.2564, 0.2664, 0.2607, 0.3447, 0.3604, 0.3476, 0.4772, 0.4744, 0.4231, 0.4658, 0.4687, 0.51, 0.4815, 0.4046, 0.4715, 0.49, 0.5328, 0.6097, 0.7749, 0.839, 0.8946, 0.8718, 0.9117, 0.8789, 0.7593]}
{"unit_id": "thread:1988639210383741333", "ticker_idx": 1, "ts": "2025-11-12T16:05:09+00:00", "symbol": "advanced packaging", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Advanced packaging will do well. Looking for any companies that have huge exposure on advanced packaging and testing.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Nokia on data-center networking, advanced packaging sector broadly, and natural gas on cold-winter + data-center demand.", "resolved_tickers": ["ASX", "AMKR", "2330.TW", "000660.KS", "6857.T"], "resolution_method": "basket", "resolution_reason": "Adv packaging: ASE, Amkor, TSMC, SK Hynix, Advantest", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I’m always perfectly hedged. That’s why I’m leveraged to the tits.\n\n---\n\nNot really stocks but positions I want to take on.\n\nLayer 1/2 networking devices for splines in data centers become important. Nokia might be the trade.\n\nAdvanced packaging will do well. Looking for any companies that have huge exposure on advanced packaging and testing.\n\nNatural gas energy providers. Cold winter + data center energy needs means natural gas going to rip. Especially in the Louisiana Texas region. \n\nIf you have any ideas comment below.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0057908723523949265, "ret_signed_m1d": -0.0057908723523949265, "alpha_spy_m1d": -0.005234791384124282, "alpha_c_m1d": 0.006810010264758715, "bench_spy_m1d": -0.0005560809682706447, "bench_c_m1d": -0.012600882617153641, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0515581899413625, "ret_signed_p1d": -0.0515581899413625, "alpha_spy_p1d": -0.03496428358017443, "alpha_c_p1d": -0.02143420628010371, "bench_spy_p1d": -0.01659390636118807, "bench_c_p1d": -0.03012398366125879, "ret_p1w": -0.042400487346921104, "ret_signed_p1w": -0.042400487346921104, "alpha_spy_p1w": -0.012036755460977225, "alpha_c_p1w": 0.002855835072420751, "bench_spy_p1w": -0.03036373188594388, "bench_c_p1w": -0.045256322419341855, "ret_p1m": 0.0835738741562724, "ret_signed_p1m": 0.0835738741562724, "alpha_spy_p1m": 0.07510118137898528, "alpha_c_p1m": 0.040370700433544765, "bench_spy_p1m": 0.008472692777287127, "bench_c_p1m": 0.04320317372272764, "ret_p3m": 0.4135416950094104, "ret_signed_p3m": 0.4135416950094104, "alpha_spy_p3m": 0.3950738633253488, "alpha_c_p3m": 0.2661973431831586, "bench_spy_p3m": 0.01846783168406163, "bench_c_p3m": 0.14734435182625183, "ret_p6m": 1.0235447110035794, "ret_signed_p6m": 1.0235447110035794, "alpha_spy_p6m": 0.9469172938974662, "alpha_c_p6m": 0.4996773417401581, "bench_spy_p6m": 0.0766274171061132, "bench_c_p6m": 0.5238673692634213, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0835738741562724, "alpha_spy_stated": 0.07510118137898528, "alpha_c_stated": 0.040370700433544765, "price_path": [-0.3725, -0.3685, -0.3894, -0.3952, -0.3966, -0.3798, -0.3776, -0.368, -0.3665, -0.3655, -0.3815, -0.3815, -0.3773, -0.3709, -0.3607, -0.3505, -0.3218, -0.3132, -0.3036, -0.2905, -0.2907, -0.2761, -0.2764, -0.2623, -0.2433, -0.2411, -0.2212, -0.2231, -0.2332, -0.2501, -0.2439, -0.2519, -0.2461, -0.2187, -0.2064, -0.1876, -0.1706, -0.1786, -0.1634, -0.1563, -0.1862, -0.1726, -0.1686, -0.1388, -0.1354, -0.1179, -0.1118, -0.1215, -0.1409, -0.1128, -0.0831, -0.0833, -0.0326, -0.0105, -0.0021, 0.0342, 0.044, -0.003, 0.0222, -0.0083, 0.0054, 0.0048, -0.0058, 0.0, -0.0516, -0.0318, -0.0649, -0.0728, -0.0424, -0.1042, -0.0941, -0.0707, -0.0579, -0.0333, -0.0356, -0.0297, -0.0131, 0.0206, 0.0364, 0.0267, 0.0437, 0.0538, 0.0655, 0.082, 0.0836, 0.0366, 0.0193, 0.0033, -0.0182, -0.0119, 0.0221, 0.0281, 0.0376, 0.0338, 0.0438, 0.0567, 0.0586, 0.0647, 0.0603, 0.0736, 0.1365, 0.1864, 0.2039, 0.215, 0.1979, 0.2126, 0.2328, 0.2524, 0.2297, 0.2491, 0.2442, 0.2329, 0.2292, 0.274, 0.281, 0.2577, 0.3053, 0.3351, 0.3562, 0.3426, 0.2834, 0.3351, 0.3137, 0.261, 0.2841, 0.3699, 0.4135, 0.4231, 0.4563, 0.4265, 0.4015, 0.3985, 0.3973, 0.3903, 0.4104, 0.4171, 0.4433, 0.5001, 0.5376, 0.487, 0.4708, 0.4234, 0.3285, 0.3775, 0.3647, 0.2677, 0.3348, 0.3654, 0.3484, 0.3038, 0.3436, 0.3506, 0.413, 0.381, 0.3882, 0.3264, 0.3468, 0.3871, 0.3713, 0.3191, 0.28, 0.2231, 0.3193, 0.297, 0.3147, 0.3217, 0.3465, 0.4252, 0.4643, 0.5026, 0.5253, 0.6127, 0.642, 0.6545, 0.6542, 0.6977, 0.7424, 0.7576, 0.779, 0.8094, 0.9227, 0.8717, 0.8295, 0.809, 0.8106, 0.8929, 0.8979, 0.9973, 1.0539, 1.0235]}
{"unit_id": "thread:1988639210383741333", "ticker_idx": 2, "ts": "2025-11-12T16:05:09+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cold winter + data center energy needs means natural gas going to rip", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Nokia on data-center networking, advanced packaging sector broadly, and natural gas on cold-winter + data-center demand.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "UNG is the US Natural Gas ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "I’m always perfectly hedged. That’s why I’m leveraged to the tits.\n\n---\n\nNot really stocks but positions I want to take on.\n\nLayer 1/2 networking devices for splines in data centers become important. Nokia might be the trade.\n\nAdvanced packaging will do well. Looking for any companies that have huge exposure on advanced packaging and testing.\n\nNatural gas energy providers. Cold winter + data center energy needs means natural gas going to rip. Especially in the Louisiana Texas region. \n\nIf you have any ideas comment below.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0061432901881948165, "ret_signed_m1d": -0.0061432901881948165, "alpha_spy_m1d": -0.005587209219924172, "alpha_c_m1d": -0.005587209219924172, "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": 0.010921556672537136, "ret_signed_p1d": 0.010921556672537136, "alpha_spy_p1d": 0.027515463033725207, "alpha_c_p1d": 0.027515463033725207, "bench_spy_p1d": -0.01659390636118807, "bench_c_p1d": -0.01659390636118807, "ret_p1w": 0.0034129823915913793, "ret_signed_p1w": 0.0034129823915913793, "alpha_spy_p1w": 0.03377671427753526, "alpha_c_p1w": 0.03377671427753526, "bench_spy_p1w": -0.03036373188594388, "bench_c_p1w": -0.03036373188594388, "ret_p1m": -0.10716721745428448, "ret_signed_p1m": -0.10716721745428448, "alpha_spy_p1m": -0.11563991023157161, "alpha_c_p1m": -0.11563991023157161, "bench_spy_p1m": 0.008472692777287127, "bench_c_p1m": 0.008472692777287127, "ret_p3m": -0.16928324961179275, "ret_signed_p3m": -0.16928324961179275, "alpha_spy_p3m": -0.18775108129585438, "alpha_c_p3m": -0.18775108129585438, "bench_spy_p3m": 0.01846783168406163, "bench_c_p3m": 0.01846783168406163, "ret_p6m": -0.2709897212784209, "ret_signed_p6m": -0.2709897212784209, "alpha_spy_p6m": -0.3476171383845341, "alpha_c_p6m": -0.3476171383845341, "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": -0.10716721745428448, "alpha_spy_stated": -0.11563991023157161, "alpha_c_stated": -0.11563991023157161, "price_path": [-0.1242, -0.1317, -0.17, -0.172, -0.1536, -0.187, -0.1843, -0.1829, -0.1679, -0.142, -0.1242, -0.1242, -0.1276, -0.1085, -0.1058, -0.1167, -0.1017, -0.0949, -0.1208, -0.1522, -0.1461, -0.1188, -0.0976, -0.1058, -0.1352, -0.142, -0.1706, -0.1563, -0.1563, -0.1406, -0.1488, -0.1249, -0.1078, -0.0703, -0.0819, -0.1092, -0.0922, -0.0594, -0.1058, -0.1304, -0.1584, -0.1686, -0.1843, -0.1891, -0.2096, -0.1898, -0.1174, -0.1024, -0.1085, -0.1174, -0.1147, -0.1201, -0.1577, -0.1666, -0.1249, -0.0956, -0.0608, -0.0491, -0.0696, -0.0328, -0.0478, -0.0375, -0.0061, 0.0, 0.0109, -0.0061, -0.0362, -0.0294, 0.0034, -0.0157, 0.0, -0.0164, -0.056, -0.0273, -0.0273, 0.0055, 0.0382, 0.0212, 0.056, 0.0689, 0.1174, 0.0287, -0.0375, -0.0266, -0.1072, -0.1311, -0.1495, -0.1741, -0.1372, -0.1788, -0.1679, -0.1911, -0.1195, -0.1543, -0.1543, -0.1256, -0.1092, -0.1044, -0.1631, -0.1631, -0.1768, -0.2061, -0.23, -0.1959, -0.2307, -0.2901, -0.2369, -0.2273, -0.301, -0.2969, -0.2949, -0.2949, -0.1556, -0.0689, -0.0833, -0.0464, 0.0123, 0.0034, -0.0082, 0.028, 0.1536, -0.1331, -0.114, -0.0812, -0.0771, -0.0942, -0.1693, -0.172, -0.159, -0.1515, -0.1509, -0.1509, -0.1877, -0.1898, -0.1945, -0.1802, -0.1986, -0.2177, -0.2082, -0.2232, -0.2137, -0.1809, -0.1618, -0.1959, -0.1775, -0.1297, -0.1597, -0.1625, -0.1208, -0.1099, -0.1372, -0.1666, -0.1672, -0.1352, -0.1427, -0.1543, -0.1993, -0.1993, -0.1904, -0.1918, -0.1618, -0.2027, -0.1993, -0.2205, -0.2253, -0.2253, -0.2239, -0.2116, -0.2437, -0.2573, -0.2648, -0.271, -0.2792, -0.2778, -0.2642, -0.2601, -0.2594, -0.2526, -0.2526, -0.2819, -0.2962, -0.284, -0.2949, -0.3072, -0.2765, -0.2689, -0.2526, -0.2737, -0.2867, -0.271]}
{"unit_id": "quote:2008695723626238056", "ticker_idx": 0, "ts": "2026-01-07T00:22:34+00:00", "symbol": "Sandisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I fully expect Sandisk to be worth $150B by the end of this year b/c of this", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long Sandisk (held, not selling) with $150B market cap target EOY on flash as the AI KV-cache solution; also bullish WDC on same thesis.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk (spun from WDC), Nasdaq: SNDK", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Bought Sandisk around this time and never sold and I am still not selling anytime soon. My thesis has always been the same… \n\nIn modern LLM’s storing & referencing KV Cache is the largest bottleneck. For models like ChatGPT & Gemini it has got so big that you can’t fit it on a single node  NVL72 node you need multiple nodes with networking in between. KV Cache also scales linearly with model size & context so the chase for larger and larger MoE models makes this a behemoth. \n\nSo where do you store the KV Cache? To answer this we need to understand the basics of computer engineering. There are a few ways you can tackle it, you could add more HBM memory to hold it, scale to more servers and use networking to share it between them, or keep it on “disk” which is muuuuch slower than HBM or even DDR memory. \n\nSo for the longest we just decided to scale out to more servers and this makes sense at first if you remove yourself from the inference mindset. If you are doing training or sharing hardware among researchers this is actually a more ideal setup no big KV Cache to carry around training small experiments and focusing on bandwidth over latency… \n\nBut inference is a latency game. Adding network hops and switches in between to read memory adds latency and all the networking hardware Nvidia makes is optimized for bandwidth not latency. So when you are serving models the literal physical location of a specific part of your cache ends up dramatically increasing your tail latency. If you think LLM serving was going to keep growing this was not going to be a sustainable solution and could leave the door open for a competitor to come up with an inference only server solution which I’m sure big labs and big tech were researching.  \n\nSo you might think just add more HBM? Adding more HBM increases your costs lowers your yield and negligibly improves your memory bandwidth compared to just increasing the pin speed which gives way more bang for buck. Even if you did stack a terabyte of HBM on a GPU the bandwidth won’t scale to make it usable and having more HBM will increase the time you need to refresh it to stop data corruption which will increase latency. \n\nSo with these constraint on HBM & Networking killing inference latency what do you do? Contrary to what you would get taught in your EECS class you move up the hierarchy to “disk” and the fastest memory there is flash. Instead of having more and more nodes of GPUs with expensive networking equipment you can just do the brain dead simple thing and pack a bunch of flash on each node. Flash access latency is still lower than networking and if you DMA into your GPU ‘s memory cleverly you can hide that latency by overlapping writing to HBM from disk with consuming it in logic. The simple dumb easy solution wins you just gotta write better hardware drivers lmao. \n\nThis is why Sandisk & Western Digital were always going to win but Sandisk was a more pure play flash company so their top line exploded even more. I don’t think the prevalence of flash in AI is fully appreciated yet either. As I said longer context lengths & larger models = larger KV cache =  more flash. Additionally with video models you need even longer context windows + fast access to video’s you generated for users + videos for training. \n\nThe dance between HBM, Networking, & Flash will most likely lean towards flash every-time just cause of scale & cost. I fully expect Sandisk to be worth $150B by the end of this year b/c of this.", "reply_text": null, "parent_text": null, "quoted_text": "Compute & storage demand would go parabolic once proper long video generation comes online (15min-1hr)\nLots of good memory (SSD & HDD) stocks can be picked up rn https://t.co/LRO2Vl6wDV", "parent_author": null, "ret_m1d": -0.01111549016551272, "ret_signed_m1d": -0.01111549016551272, "alpha_spy_m1d": -0.014349326434254794, "alpha_c_m1d": -0.011934414296497997, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.0008189241309852768, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.053795647542167924, "ret_signed_p1d": -0.053795647542167924, "alpha_spy_p1d": -0.05369412022789466, "alpha_c_p1d": -0.03816750611475339, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.015628141427414532, "ret_p1w": 0.09687181874788853, "ret_signed_p1w": 0.09687181874788853, "alpha_spy_p1w": 0.0957407813318254, "alpha_c_p1w": 0.10936069881250887, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": -0.012488880064620345, "ret_p1m": 0.6297092889065892, "ret_signed_p1m": 0.6297092889065892, "alpha_spy_p1m": 0.6470531973344685, "alpha_c_p1m": 0.7040967242616891, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.07438743535509995, "ret_p3m": 1.049524861088741, "ret_signed_p3m": 1.049524861088741, "alpha_spy_p3m": 1.0913625677637837, "alpha_c_p3m": 1.1149035046747957, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": -0.06537864358605472, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6297092889065892, "alpha_spy_stated": 0.6470531973344685, "alpha_c_stated": 0.7040967242616891, "price_path": [-0.6693, -0.6193, -0.64, -0.5919, -0.592, -0.6036, -0.5813, -0.5778, -0.5844, -0.5275, -0.4735, -0.5008, -0.5035, -0.422, -0.4461, -0.4362, -0.4145, -0.4497, -0.3877, -0.4126, -0.3227, -0.2421, -0.2319, -0.1993, -0.3111, -0.2811, -0.248, -0.3072, -0.3043, -0.4458, -0.4336, -0.3581, -0.3763, -0.3918, -0.3918, -0.3685, -0.4056, -0.4192, -0.4502, -0.3967, -0.3538, -0.3623, -0.3793, -0.3414, -0.3166, -0.4168, -0.429, -0.408, -0.415, -0.3793, -0.3279, -0.3182, -0.3073, -0.2927, -0.2927, -0.2928, -0.3092, -0.3206, -0.3286, -0.3286, -0.2215, -0.2248, -0.0111, 0.0, -0.0538, 0.0675, 0.101, 0.1025, 0.0969, 0.1575, 0.1699, 0.1699, 0.2816, 0.4178, 0.4239, 0.3402, 0.3316, 0.3617, 0.4923, 0.5253, 0.6299, 0.8815, 0.9672, 0.6533, 0.6297, 0.6912, 0.6501, 0.532, 0.6952, 0.7827, 0.7721, 0.7721, 0.6704, 0.6982, 0.7567, 0.8384, 0.8851, 0.806, 0.7886, 0.8438, 0.797, 0.751, 0.5992, 0.6944, 0.5997, 0.4915, 0.6651, 0.7505, 0.8538, 0.7503, 0.8713, 0.9901, 1.0369, 1.1317, 1.1838, 1.0073, 0.9869, 0.9869, 0.9172, 0.706, 0.7418, 0.6192, 0.797, 0.9593, 0.9844, 0.9844, 1.0495, 1.0104, 1.2087, 1.4086, 1.4091, 1.694, 1.6713, 1.5221, 1.6006, 1.6049, 1.5824, 1.5554, 1.7692, 1.6373, 1.7998, 2.0269, 1.835, 2.01, 2.1013, 2.3573, 2.552, 2.9776, 2.988, 2.7899, 3.4189, 3.3771, 3.1069, 3.0933, 2.9108, 2.9812, 2.7703, 2.9125, 2.9387, 3.362, 3.1823, 3.1823, 3.4958, 3.4969, 3.6432, 3.794, 3.982, 3.8545, 4.1802, 3.977, 3.4103, 3.6442, 3.657, 3.6477, 4.3216, 4.6005, 4.9618, 4.6328, 4.5402, 5.1793, 5.1793, 5.431, 4.5538, 4.4148, 5.6043, 5.6043, null, null, null, null]}
{"unit_id": "quote:2008695723626238056", "ticker_idx": 1, "ts": "2026-01-07T00:22:34+00:00", "symbol": "Western Digital", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is why Sandisk & Western Digital were always going to win", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long Sandisk (held, not selling) with $150B market cap target EOY on flash as the AI KV-cache solution; also bullish WDC on same thesis.", "resolved_tickers": ["WDC"], "resolution_method": "exchange_ticker", "resolution_reason": "Western Digital Corp, Nasdaq: WDC", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Bought Sandisk around this time and never sold and I am still not selling anytime soon. My thesis has always been the same… \n\nIn modern LLM’s storing & referencing KV Cache is the largest bottleneck. For models like ChatGPT & Gemini it has got so big that you can’t fit it on a single node  NVL72 node you need multiple nodes with networking in between. KV Cache also scales linearly with model size & context so the chase for larger and larger MoE models makes this a behemoth. \n\nSo where do you store the KV Cache? To answer this we need to understand the basics of computer engineering. There are a few ways you can tackle it, you could add more HBM memory to hold it, scale to more servers and use networking to share it between them, or keep it on “disk” which is muuuuch slower than HBM or even DDR memory. \n\nSo for the longest we just decided to scale out to more servers and this makes sense at first if you remove yourself from the inference mindset. If you are doing training or sharing hardware among researchers this is actually a more ideal setup no big KV Cache to carry around training small experiments and focusing on bandwidth over latency… \n\nBut inference is a latency game. Adding network hops and switches in between to read memory adds latency and all the networking hardware Nvidia makes is optimized for bandwidth not latency. So when you are serving models the literal physical location of a specific part of your cache ends up dramatically increasing your tail latency. If you think LLM serving was going to keep growing this was not going to be a sustainable solution and could leave the door open for a competitor to come up with an inference only server solution which I’m sure big labs and big tech were researching.  \n\nSo you might think just add more HBM? Adding more HBM increases your costs lowers your yield and negligibly improves your memory bandwidth compared to just increasing the pin speed which gives way more bang for buck. Even if you did stack a terabyte of HBM on a GPU the bandwidth won’t scale to make it usable and having more HBM will increase the time you need to refresh it to stop data corruption which will increase latency. \n\nSo with these constraint on HBM & Networking killing inference latency what do you do? Contrary to what you would get taught in your EECS class you move up the hierarchy to “disk” and the fastest memory there is flash. Instead of having more and more nodes of GPUs with expensive networking equipment you can just do the brain dead simple thing and pack a bunch of flash on each node. Flash access latency is still lower than networking and if you DMA into your GPU ‘s memory cleverly you can hide that latency by overlapping writing to HBM from disk with consuming it in logic. The simple dumb easy solution wins you just gotta write better hardware drivers lmao. \n\nThis is why Sandisk & Western Digital were always going to win but Sandisk was a more pure play flash company so their top line exploded even more. I don’t think the prevalence of flash in AI is fully appreciated yet either. As I said longer context lengths & larger models = larger KV cache =  more flash. Additionally with video models you need even longer context windows + fast access to video’s you generated for users + videos for training. \n\nThe dance between HBM, Networking, & Flash will most likely lean towards flash every-time just cause of scale & cost. I fully expect Sandisk to be worth $150B by the end of this year b/c of this.", "reply_text": null, "parent_text": null, "quoted_text": "Compute & storage demand would go parabolic once proper long video generation comes online (15min-1hr)\nLots of good memory (SSD & HDD) stocks can be picked up rn https://t.co/LRO2Vl6wDV", "parent_author": null, "ret_m1d": 0.09755855329135055, "ret_signed_m1d": 0.09755855329135055, "alpha_spy_m1d": 0.09432471702260847, "alpha_c_m1d": 0.09673962916036527, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.0008189241309852768, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061036740687704816, "ret_signed_p1d": -0.061036740687704816, "alpha_spy_p1d": -0.06093521337343155, "alpha_c_p1d": -0.04540859926029028, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.015628141427414532, "ret_p1w": 0.07564529765753214, "ret_signed_p1w": 0.07564529765753214, "alpha_spy_p1w": 0.07451426024146901, "alpha_c_p1w": 0.08813417772215248, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": -0.012488880064620345, "ret_p1m": 0.30173097736632815, "ret_signed_p1m": 0.30173097736632815, "alpha_spy_p1m": 0.3190748857942075, "alpha_c_p1m": 0.3761184127214281, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.07438743535509995, "ret_p3m": 0.5223911520370625, "ret_signed_p3m": 0.5223911520370625, "alpha_spy_p3m": 0.5642288587121053, "alpha_c_p3m": 0.5877697956231173, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": -0.06537864358605472, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.30173097736632815, "alpha_spy_stated": 0.3190748857942075, "alpha_c_stated": 0.3761184127214281, "price_path": [-0.423, -0.4058, -0.4345, -0.3979, -0.3705, -0.3691, -0.3925, -0.3931, -0.3978, -0.3715, -0.353, -0.3668, -0.3755, -0.2932, -0.3095, -0.2491, -0.2101, -0.2393, -0.1997, -0.1822, -0.1854, -0.1291, -0.1502, -0.1696, -0.2144, -0.211, -0.1879, -0.2359, -0.2303, -0.299, -0.3042, -0.2455, -0.2231, -0.2115, -0.2115, -0.1835, -0.1825, -0.2002, -0.2222, -0.1945, -0.155, -0.1506, -0.1518, -0.0897, -0.0634, -0.1178, -0.1393, -0.1266, -0.1682, -0.1244, -0.0941, -0.1157, -0.1082, -0.1017, -0.1017, -0.0918, -0.1011, -0.1192, -0.1381, -0.1381, -0.0609, -0.06, 0.0976, 0.0, -0.061, 0.0029, 0.0613, 0.0706, 0.0756, 0.1112, 0.1082, 0.1082, 0.1155, 0.2102, 0.2172, 0.1827, 0.205, 0.2641, 0.3993, 0.3929, 0.2519, 0.352, 0.4521, 0.3479, 0.3017, 0.4137, 0.4308, 0.3136, 0.3695, 0.4214, 0.4087, 0.4087, 0.4214, 0.4837, 0.4242, 0.4285, 0.4029, 0.3537, 0.4556, 0.4121, 0.3993, 0.3512, 0.2538, 0.3073, 0.2965, 0.2276, 0.3117, 0.3325, 0.3455, 0.3073, 0.3629, 0.4326, 0.5707, 0.5261, 0.5864, 0.4671, 0.4755, 0.5069, 0.4823, 0.3682, 0.3782, 0.2597, 0.3539, 0.4903, 0.4764, 0.4764, 0.5224, 0.5615, 0.6957, 0.6912, 0.719, 0.7527, 0.8331, 0.827, 0.8104, 0.8646, 0.8726, 0.9211, 0.9476, 1.0178, 1.0222, 1.0058, 0.9571, 1.066, 1.1749, 1.1599, 1.2142, 1.3288, 1.4184, 1.3221, 1.4026, 1.5819, 1.4463, 1.4731, 1.4484, 1.4127, 1.2959, 1.2815, 1.3006, 1.4349, 1.424, 1.424, 1.6261, 1.6559, 1.6588, 1.6589, 1.7339, 1.8185, 1.9738, 1.8806, 1.562, 1.6382, 1.5921, 1.4537, 1.65, 1.8184, 2.272, 2.41, 2.5654, 2.7362, 2.7362, 2.668, 2.3582, 2.2235, 2.3815, 2.3815, null, null, null, null]}
{"unit_id": "quote:1992984769681072635", "ticker_idx": 0, "ts": "2025-11-24T15:52:51+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorting NVDA... It might be the smartest thing I've ever done. Nvidia doesn't trade off of numbers anymore it trades off of vibes and right now I'm getting shaky vibes.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author is short NVDA, arguing it trades on vibes not fundamentals and current vibes are turning negative.", "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": "It might be the smartest thing I’ve ever done. Nvidia doesn’t trade off of numbers anymore it trades off of vibes and right now I’m getting shaky vibes.", "reply_text": null, "parent_text": null, "quoted_text": "Shorting NVDA, when they have to ship over $100B in hardware per quarter, and Jensen asking C.C. Wei to increase 3nm capacity by 35k WPM isn't smart", "parent_author": null, "ret_m1d": -0.020104101333421664, "ret_signed_m1d": 0.020104101333421664, "alpha_spy_m1d": 0.00559898949601767, "alpha_c_m1d": -0.018200838612311365, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.03830493994573303, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02591075694250211, "ret_signed_p1d": 0.02591075694250211, "alpha_spy_p1d": 0.03531659298179557, "alpha_c_p1d": 0.028535281961607817, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.0026245250191057057, "ret_p1w": -0.014407000526766911, "ret_signed_p1w": 0.014407000526766911, "alpha_spy_p1w": 0.03166351818272517, "alpha_c_p1w": 0.0552185721960512, "bench_spy_p1w": 0.01725651765595826, "bench_c_p1w": 0.040811571669284286, "ret_p1m": 0.03654083682460807, "ret_signed_p1m": -0.03654083682460807, "alpha_spy_p1m": -0.004744973504083205, "alpha_c_p1m": 0.0376807559914476, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.07422159281605567, "ret_p3m": 0.02936428587091222, "ret_signed_p3m": -0.02936428587091222, "alpha_spy_p3m": -0.0027877007964007827, "alpha_c_p3m": 0.1840009141586243, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.21336520002953652, "ret_p6m": 0.20862347780339352, "ret_signed_p6m": -0.20862347780339352, "alpha_spy_p6m": -0.10517685841683244, "alpha_c_p6m": 0.4004017324050466, "bench_spy_p6m": 0.10344661938656108, "bench_c_p6m": 0.6090252102084401, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03654083682460807, "alpha_spy_stated": -0.004744973504083205, "alpha_c_stated": 0.0376807559914476, "price_path": [-0.0053, -0.0131, -0.0459, -0.0459, -0.0645, -0.0654, -0.0597, -0.0851, -0.0781, -0.0646, -0.0286, -0.0295, -0.0259, -0.0263, -0.042, -0.0672, -0.0346, -0.0322, 0.0058, -0.0226, -0.0306, -0.0266, -0.0239, -0.0038, 0.0221, 0.0257, 0.0347, 0.0278, 0.0164, 0.0136, 0.0359, 0.0549, 0.0033, 0.0316, -0.0138, -0.0149, -0.0041, 0.0037, 0.0005, -0.0076, -0.0124, -0.0021, 0.0203, 0.049, 0.1012, 0.1342, 0.1114, 0.1092, 0.1333, 0.0884, 0.0694, 0.0303, 0.0307, 0.0904, 0.0581, 0.0616, 0.0236, 0.0417, 0.0222, -0.0065, 0.0217, -0.0105, -0.0201, 0.0, -0.0259, -0.0125, -0.0125, -0.0304, -0.0144, -0.006, -0.0162, 0.0046, -0.0007, 0.0165, 0.0133, 0.0068, -0.0088, -0.0412, -0.0342, -0.0264, -0.0635, -0.046, -0.0085, 0.0063, 0.0365, 0.0333, 0.0333, 0.0438, 0.0311, 0.0274, 0.0217, 0.0217, 0.0346, 0.0306, 0.0257, 0.036, 0.0137, 0.0127, 0.0131, 0.0179, 0.0033, 0.0247, 0.0202, 0.0202, -0.0245, 0.0043, 0.0126, 0.0281, 0.0215, 0.0328, 0.0492, 0.0546, 0.0471, 0.0168, -0.0121, -0.0457, -0.0584, 0.0157, 0.0411, 0.0329, 0.0411, 0.0241, 0.0015, 0.0015, 0.0133, 0.0298, 0.0294, 0.0399, 0.0494, 0.0565, 0.0713, 0.0129, -0.0293, -0.0003, -0.0136, 0.0027, 0.0044, -0.0259, 0.0006, 0.0122, 0.0192, 0.0033, -0.0125, 0.0038, -0.0033, -0.0117, -0.0217, -0.0539, -0.0377, -0.0402, -0.0211, -0.0619, -0.0822, -0.0951, -0.0445, -0.0371, -0.0282, -0.0282, -0.0268, -0.0243, -0.0025, 0.0076, 0.0334, 0.0371, 0.0766, 0.0895, 0.0867, 0.1049, 0.107, 0.0951, 0.1094, 0.0937, 0.141, 0.1867, 0.1679, 0.1464, 0.0934, 0.0872, 0.0874, 0.0765, 0.1386, 0.1587, 0.179, 0.2022, 0.2096, 0.2372, 0.2915, 0.2344, 0.218, 0.2086]}
{"unit_id": "quote:1991292850391134613", "ticker_idx": 0, "ts": "2025-11-19T23:49:46+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Q1 is going to be really good for Intel. Profits will be high.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish INTC into Q1 on expectations of high profits.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Q1 is going to be really good for Intel. Profits will be high.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC Hmmm... https://t.co/vMkNpdkPT1", "parent_author": null, "ret_m1d": 0.0443189091553986, "ret_signed_m1d": 0.0443189091553986, "alpha_spy_m1d": 0.028840760376623642, "alpha_c_m1d": 0.0002093601531167888, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.04410954900228181, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02617492849711711, "ret_signed_p1d": 0.02617492849711711, "alpha_spy_p1d": 0.016213790328152067, "alpha_c_p1d": 0.023006610956877394, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.003168317540239718, "ret_p1w": 0.0948840732526286, "ret_signed_p1w": 0.0948840732526286, "alpha_spy_p1w": 0.053276846155465796, "alpha_c_p1w": 0.025336268729920564, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.06954780452270803, "ret_p1m": 0.09518146533623506, "ret_signed_p1m": 0.09518146533623506, "alpha_spy_p1m": 0.0490976676622108, "alpha_c_p1m": -0.0005737217514703019, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.09575518708770536, "ret_p3m": 0.3735872032220464, "ret_signed_p3m": 0.3735872032220464, "alpha_spy_p3m": 0.32402983349821013, "alpha_c_p3m": 0.11619556086838201, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.2573916423536644, "ret_p6m": 2.235276623995082, "ret_signed_p6m": 2.235276623995082, "alpha_spy_p6m": 2.0960511859530406, "alpha_c_p6m": 1.518662839520902, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.71661378447418, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.3735872032220464, "alpha_spy_stated": 0.32402983349821013, "alpha_c_stated": 0.11619556086838201, "price_path": [-0.2698, -0.2757, -0.2609, -0.2585, -0.2757, -0.2757, -0.2799, -0.2861, -0.268, -0.2716, -0.2719, -0.2731, -0.2632, -0.268, -0.2838, -0.2632, -0.2484, -0.2594, -0.0907, -0.1202, -0.1446, -0.1273, -0.0714, 0.011, 0.0559, 0.0256, -0.0021, 0.069, 0.1095, 0.0955, 0.0883, 0.1056, 0.1133, 0.1243, 0.0818, 0.1071, 0.0598, 0.105, 0.0958, 0.1008, 0.1333, 0.1338, 0.0982, 0.135, 0.1386, 0.1761, 0.2353, 0.2296, 0.1945, 0.1895, 0.1749, 0.1014, 0.1416, 0.1077, 0.1341, 0.1437, 0.1267, 0.127, 0.0681, 0.0565, 0.0324, 0.0211, 0.0443, 0.0, 0.0262, 0.0645, 0.0657, 0.0949, 0.0949, 0.2064, 0.1901, 0.293, 0.3016, 0.2046, 0.2317, 0.1987, 0.2046, 0.213, 0.1752, 0.1246, 0.1157, 0.1098, 0.0723, 0.0791, 0.0952, 0.0818, 0.0812, 0.0756, 0.0756, 0.0767, 0.091, 0.1095, 0.0976, 0.0976, 0.1713, 0.171, 0.191, 0.268, 0.2228, 0.3548, 0.3105, 0.4066, 0.4491, 0.4372, 0.3968, 0.3968, 0.4444, 0.6136, 0.6157, 0.3406, 0.2638, 0.3067, 0.4509, 0.4474, 0.3822, 0.4518, 0.4649, 0.4456, 0.4349, 0.5048, 0.4943, 0.4018, 0.4363, 0.3825, 0.3917, 0.3917, 0.3736, 0.3522, 0.3272, 0.312, 0.2977, 0.3718, 0.3944, 0.3522, 0.3566, 0.3534, 0.282, 0.3557, 0.3667, 0.2915, 0.3557, 0.3914, 0.4271, 0.3459, 0.3614, 0.3611, 0.3105, 0.3394, 0.3736, 0.3049, 0.309, 0.3105, 0.4033, 0.3117, 0.2829, 0.2252, 0.3126, 0.4286, 0.4985, 0.4985, 0.5104, 0.5738, 0.7534, 0.8358, 0.8554, 0.9387, 0.898, 0.9316, 1.0375, 1.0375, 0.9542, 0.9709, 0.9414, 0.9863, 1.4551, 1.528, 1.514, 1.8183, 1.8102, 1.9631, 1.8489, 2.2168, 2.3614, 2.2606, 2.7156, 2.8501, 2.5874, 2.5779, 2.4482, 2.2353]}
{"unit_id": "quote:2006394123293749255", "ticker_idx": 0, "ts": "2025-12-31T15:56:50+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wall Street wakes up to what I've been hammering on for past year. 2026 they will realize 14a is a leap over TSMC that will take TSMC over a decade to catch up.", "tweet_type": "prediction", "timeline": "years", "summary": "Long INTC; Intel 14A is a generational leap over TSMC that the market will recognize by 2026.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Wall Street wakes up to what I’ve been hammering on for past year. 2026 they will realize 14a is a leap over TSMC that will take TSMC over a decade to catch up.", "reply_text": null, "parent_text": null, "quoted_text": "I have been accumulating $INTC over the last few weeks. $INTC has now become a sizable position for me.\n\nThere are multiple fundamental drivers for $INTC, all stemming from different bottlenecks in the semiconductor industry. I will share the full thesis in my newsletter.", "parent_author": null, "ret_m1d": 0.010840045925231578, "ret_signed_m1d": 0.010840045925231578, "alpha_spy_m1d": 0.00337589213845102, "alpha_c_m1d": 0.0020099217126821056, "bench_spy_m1d": 0.0074641537867805585, "bench_c_m1d": 0.008830124212549473, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.15528453401872455, "ret_signed_p1w": 0.15528453401872455, "alpha_spy_p1w": 0.1440515462975558, "alpha_c_p1w": 0.08617064794039386, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.06911388607833069, "ret_p1m": 0.31869912832620395, "ret_signed_p1m": 0.31869912832620395, "alpha_spy_p1m": 0.30092581678135266, "alpha_c_p1m": 0.15934005423424025, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.1593590740919637, "ret_p3m": 0.11626007922577974, "ret_signed_p3m": 0.11626007922577974, "alpha_spy_p3m": 0.1869781966318178, "alpha_c_p3m": 0.1095958361359397, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": 0.0066642430898400384, "ret_p6m": 2.600812726904697, "ret_signed_p6m": 2.600812726904697, "alpha_spy_p6m": 2.5182777382058, "alpha_c_p6m": 1.8323402412809138, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": 0.768472485623783, "ret_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": [-0.0019, -0.0084, 0.0073, 0.0144, 0.0244, -0.0144, 0.0087, -0.0344, 0.0068, -0.0016, 0.003, 0.0325, 0.0331, 0.0005, 0.0341, 0.0374, 0.0715, 0.1255, 0.1203, 0.0883, 0.0837, 0.0705, 0.0035, 0.0401, 0.0092, 0.0333, 0.042, 0.0266, 0.0268, -0.0268, -0.0374, -0.0593, -0.0696, -0.0485, -0.0889, -0.065, -0.0301, -0.029, -0.0024, -0.0024, 0.0992, 0.0843, 0.178, 0.1859, 0.0976, 0.1222, 0.0921, 0.0976, 0.1051, 0.0707, 0.0247, 0.0165, 0.0111, -0.023, -0.0168, -0.0022, -0.0144, -0.0149, -0.0201, -0.0201, -0.019, -0.006, 0.0108, 0.0, 0.0, 0.0672, 0.0669, 0.0851, 0.1553, 0.1141, 0.2344, 0.194, 0.2816, 0.3203, 0.3095, 0.2726, 0.2726, 0.316, 0.4702, 0.4721, 0.2214, 0.1515, 0.1905, 0.322, 0.3187, 0.2593, 0.3228, 0.3347, 0.3171, 0.3073, 0.371, 0.3615, 0.2772, 0.3087, 0.2596, 0.268, 0.268, 0.2515, 0.232, 0.2092, 0.1954, 0.1824, 0.2499, 0.2705, 0.232, 0.236, 0.2331, 0.168, 0.2352, 0.2453, 0.1767, 0.2352, 0.2678, 0.3003, 0.2263, 0.2404, 0.2401, 0.194, 0.2203, 0.2515, 0.1889, 0.1927, 0.194, 0.2786, 0.1951, 0.1688, 0.1163, 0.1959, 0.3016, 0.3653, 0.3653, 0.3762, 0.4339, 0.5976, 0.6726, 0.6905, 0.7664, 0.7293, 0.7599, 0.8564, 0.8564, 0.7805, 0.7957, 0.7688, 0.8098, 1.2369, 1.3033, 1.2905, 1.5678, 1.5604, 1.6997, 1.5957, 1.9309, 2.0626, 1.9707, 2.3854, 2.5079, 2.2686, 2.2599, 2.1417, 1.9477, 1.9314, 2.0027, 2.2238, 2.2114, 2.2477, 2.2477, 2.3474, 2.3, 2.2762, 2.1079, 1.9629, 1.9249, 2.0545, 2.0293, 1.6875, 1.9883, 1.9247, 1.9008, 2.1696, 2.3759, 2.465, 2.1721, 2.2818, 2.6312, 2.6312, 2.8195, 2.5848, 2.5678, 2.6008]}
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{"unit_id": "quote:1987943354223440118", "ticker_idx": 0, "ts": "2025-11-10T18:00:04+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short Oracle massively.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strong short Oracle call, endorsing Burry's thesis.", "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": "Everything he is saying here is true. Short Oracle massively.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/nxlC3itflU", "parent_author": null, "ret_m1d": -0.006519179349914195, "ret_signed_m1d": 0.006519179349914195, "alpha_spy_m1d": -0.008845435850607819, "alpha_c_m1d": -0.008845435850607819, "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": -0.01943278218269473, "ret_signed_p1d": 0.01943278218269473, "alpha_spy_p1d": 0.021721959210548647, "alpha_c_p1d": 0.021721959210548647, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.002289177027853917, "ret_p1w": -0.08707385783198784, "ret_signed_p1w": 0.08707385783198784, "alpha_spy_p1w": 0.06393156770670538, "alpha_c_p1w": 0.06393156770670538, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.02314229012528246, "ret_p1m": -0.0801394843266916, "ret_signed_p1m": 0.0801394843266916, "alpha_spy_p1m": 0.08248745314266026, "alpha_c_p1m": 0.08248745314266026, "bench_spy_p1m": 0.0023479688159686596, "bench_c_p1m": 0.0023479688159686596, "ret_p3m": -0.43179516425349806, "ret_signed_p3m": 0.43179516425349806, "alpha_spy_p3m": 0.4291276787764695, "alpha_c_p3m": 0.4291276787764695, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.0026674854770285528, "ret_p6m": -0.22564039698247618, "ret_signed_p6m": 0.22564039698247618, "alpha_spy_p6m": 0.2938065402276294, "alpha_c_p6m": 0.2938065402276294, "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": 0.0801394843266916, "alpha_spy_stated": 0.08248745314266026, "alpha_c_stated": 0.08248745314266026, "price_path": [0.0122, 0.0154, 0.0291, 0.0324, -0.0275, -0.0256, -0.0335, -0.0202, -0.0242, -0.0292, -0.0225, -0.0038, -0.0627, -0.0627, -0.0661, -0.0738, -0.0756, -0.035, -0.0115, 0.0011, 0.361, 0.2761, 0.2111, 0.2524, 0.2711, 0.2494, 0.2295, 0.2794, 0.3602, 0.3009, 0.2786, 0.2076, 0.175, 0.1721, 0.1658, 0.198, 0.197, 0.1861, 0.2087, 0.1782, 0.1964, 0.2331, 0.2165, 0.279, 0.2415, 0.2607, 0.2997, 0.2096, 0.1509, 0.1425, 0.1322, 0.1629, 0.1765, 0.1685, 0.1661, 0.1431, 0.0667, 0.0904, 0.0707, 0.0305, 0.0394, 0.0123, -0.0065, 0.0, -0.0194, -0.0575, -0.0966, -0.0747, -0.0871, -0.0845, -0.0635, -0.1252, -0.1747, -0.1684, -0.1819, -0.1489, -0.1489, -0.1614, -0.1656, -0.165, -0.1374, -0.11, -0.0965, -0.0843, -0.0801, -0.074, -0.1743, -0.2112, -0.2322, -0.2167, -0.259, -0.2525, -0.2029, -0.1763, -0.1889, -0.18, -0.18, -0.1779, -0.1887, -0.1811, -0.1907, -0.1907, -0.1874, -0.2003, -0.1955, -0.1993, -0.2125, -0.1735, -0.1479, -0.1578, -0.1939, -0.2096, -0.2044, -0.2044, -0.2509, -0.2761, -0.2582, -0.2624, -0.2405, -0.2718, -0.2806, -0.2964, -0.3148, -0.3336, -0.3561, -0.3894, -0.4318, -0.4054, -0.3481, -0.3343, -0.3457, -0.3485, -0.3333, -0.3333, -0.359, -0.3498, -0.3483, -0.3835, -0.4117, -0.3916, -0.3843, -0.3742, -0.3947, -0.3786, -0.3796, -0.3656, -0.3556, -0.3632, -0.369, -0.378, -0.3209, -0.3374, -0.3542, -0.3507, -0.356, -0.3634, -0.3525, -0.3768, -0.3574, -0.3876, -0.3921, -0.4054, -0.4186, -0.4221, -0.3875, -0.3954, -0.3906, -0.3906, -0.3941, -0.4039, -0.4019, -0.424, -0.4231, -0.3498, -0.319, -0.2906, -0.2549, -0.2686, -0.2581, -0.2431, -0.2167, -0.2635, -0.2761, -0.2774, -0.3066, -0.3155, -0.3257, -0.2821, -0.2468, -0.2256]}
{"unit_id": "quote:2009032278203158763", "ticker_idx": 0, "ts": "2026-01-07T22:39:55+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long Intel with calls", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Mocking Aschenbrenner's portfolio: long INTC + CoreWeave via calls, short NVDA via puts — framed as copying the author's own style.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Long Intel with calls, long core weave with calls, and puts on Nvidia. \n\nBro thinks he’s me 😭😭😭", "reply_text": null, "parent_text": null, "quoted_text": "Leopold Aschenbrenner really opened a fund, and proceeded to outperform every finance person at all levels https://t.co/z9sBvVsWm6", "parent_author": null, "ret_m1d": 0.036973982855668774, "ret_signed_m1d": 0.036973982855668774, "alpha_spy_m1d": 0.036872445232553286, "alpha_c_m1d": 0.021036524804453283, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.015937458051215492, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10800288398903568, "ret_signed_p1d": 0.10800288398903568, "alpha_spy_p1d": 0.10138950099214705, "alpha_c_p1d": 0.08098301503150274, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.027019868957532944, "ret_p1w": 0.17538309358859916, "ret_signed_p1w": 0.17538309358859916, "alpha_spy_p1w": 0.17142374921729853, "alpha_c_p1w": 0.1293912413259477, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.045991852262651456, "ret_p1m": 0.2306008124906047, "ret_signed_p1m": 0.2306008124906047, "alpha_spy_p1m": 0.22899098286557495, "alpha_c_p1m": 0.17078239924195948, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.05981841324864523, "ret_p3m": 0.2870347619038782, "ret_signed_p3m": 0.2870347619038782, "alpha_spy_p3m": 0.32835354429958596, "alpha_c_p3m": 0.23183400644527197, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": 0.055200755458606254, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2306008124906047, "alpha_spy_stated": 0.22899098286557495, "alpha_c_stated": 0.17078239924195948, "price_path": [-0.0946, -0.1333, -0.0963, -0.1039, -0.0997, -0.0732, -0.0727, -0.1019, -0.0718, -0.0688, -0.0382, 0.0102, 0.0056, -0.0231, -0.0272, -0.0392, -0.0992, -0.0664, -0.0941, -0.0725, -0.0647, -0.0786, -0.0783, -0.1265, -0.136, -0.1557, -0.1649, -0.1459, -0.1822, -0.1608, -0.1294, -0.1284, -0.1046, -0.1046, -0.0134, -0.0268, 0.0574, 0.0645, -0.0148, 0.0073, -0.0197, -0.0148, -0.008, -0.0389, -0.0803, -0.0876, -0.0924, -0.1231, -0.1175, -0.1044, -0.1153, -0.1158, -0.1204, -0.1204, -0.1194, -0.1078, -0.0927, -0.1024, -0.1024, -0.0421, -0.0423, -0.026, 0.037, 0.0, 0.108, 0.0718, 0.1503, 0.1851, 0.1754, 0.1423, 0.1423, 0.1812, 0.3196, 0.3213, 0.0963, 0.0336, 0.0686, 0.1866, 0.1837, 0.1304, 0.1873, 0.198, 0.1822, 0.1734, 0.2306, 0.2221, 0.1464, 0.1747, 0.1306, 0.1382, 0.1382, 0.1233, 0.1058, 0.0854, 0.073, 0.0613, 0.1219, 0.1404, 0.1058, 0.1095, 0.1068, 0.0484, 0.1087, 0.1177, 0.0562, 0.1087, 0.1379, 0.1671, 0.1007, 0.1134, 0.1131, 0.0718, 0.0954, 0.1233, 0.0671, 0.0705, 0.0718, 0.1477, 0.0727, 0.0491, 0.0019, 0.0735, 0.1683, 0.2255, 0.2255, 0.2352, 0.287, 0.434, 0.5013, 0.5174, 0.5855, 0.5522, 0.5797, 0.6663, 0.6663, 0.5982, 0.6118, 0.5877, 0.6244, 1.0078, 1.0674, 1.0559, 1.3048, 1.2982, 1.4233, 1.3298, 1.6307, 1.749, 1.6665, 2.0387, 2.1486, 1.9338, 1.9261, 1.82, 1.6458, 1.6312, 1.6952, 1.8937, 1.8825, 1.9151, 1.9151, 2.0046, 1.9621, 1.9406, 1.7896, 1.6595, 1.6254, 1.7417, 1.719, 1.4123, 1.6823, 1.6252, 1.6037, 1.845, 2.0302, 2.1102, 1.8472, 1.9458, 2.2593, 2.2593, 2.4284, 2.2177, 2.2024, 2.2321, 2.2321, null, null, null, null, null]}
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{"unit_id": "quote:2009032278203158763", "ticker_idx": 2, "ts": "2026-01-07T22:39:55+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "puts on Nvidia", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Mocking Aschenbrenner's portfolio: long INTC + CoreWeave via calls, short NVDA via puts — framed as copying the author's own style.", "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": "Long Intel with calls, long core weave with calls, and puts on Nvidia. \n\nBro thinks he’s me 😭😭😭", "reply_text": null, "parent_text": null, "quoted_text": "Leopold Aschenbrenner really opened a fund, and proceeded to outperform every finance person at all levels https://t.co/z9sBvVsWm6", "parent_author": null, "ret_m1d": 0.02199519501678049, "ret_signed_m1d": -0.02199519501678049, "alpha_spy_m1d": -0.021893657393665, "alpha_c_m1d": -0.006057736965564997, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.015937458051215492, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009728361331303725, "ret_signed_p1d": 0.0009728361331303725, "alpha_spy_p1d": 0.007586219130019001, "alpha_c_p1d": 0.027992705090663317, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.027019868957532944, "ret_p1w": 0.010862524953539898, "ret_signed_p1w": -0.010862524953539898, "alpha_spy_p1w": -0.0069031805822392656, "alpha_c_p1w": 0.03512932730911156, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.045991852262651456, "ret_p1m": 0.0019995031377535444, "ret_signed_p1m": -0.0019995031377535444, "alpha_spy_p1m": -0.00038967351272378714, "alpha_c_p1m": 0.057818910110891686, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.05981841324864523, "ret_p3m": -0.037453324217311956, "ret_signed_p3m": 0.037453324217311956, "alpha_spy_p3m": -0.0038654581783957864, "alpha_c_p3m": 0.09265407967591821, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": 0.055200755458606254, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0019995031377535444, "alpha_spy_stated": -0.00038967351272378714, "alpha_c_stated": 0.057818910110891686, "price_path": [0.0177, -0.0271, -0.0282, -0.0175, -0.0099, -0.013, -0.021, -0.0258, -0.0156, 0.0065, 0.0348, 0.0864, 0.1188, 0.0964, 0.0942, 0.118, 0.0737, 0.0549, 0.0164, 0.0168, 0.0757, 0.0438, 0.0473, 0.0098, 0.0277, 0.0084, -0.0199, 0.0079, -0.0238, -0.0333, -0.0135, -0.0391, -0.0259, -0.0259, -0.0435, -0.0277, -0.0194, -0.0295, -0.009, -0.0142, 0.0028, -0.0004, -0.0068, -0.0222, -0.0542, -0.0473, -0.0396, -0.0762, -0.0589, -0.0219, -0.0073, 0.0225, 0.0193, 0.0193, 0.0297, 0.0172, 0.0135, 0.0079, 0.0079, 0.0206, 0.0166, 0.0119, 0.022, 0.0, -0.001, -0.0005, 0.0042, -0.0103, 0.0109, 0.0064, 0.0064, -0.0377, -0.0093, -0.0011, 0.0142, 0.0077, 0.0188, 0.035, 0.0404, 0.0329, 0.0031, -0.0254, -0.0586, -0.0711, 0.002, 0.027, 0.0189, 0.0271, 0.0103, -0.0121, -0.0121, -0.0004, 0.0159, 0.0155, 0.0258, 0.0352, 0.0422, 0.0569, -0.0008, -0.0424, -0.0138, -0.027, -0.0108, -0.0092, -0.039, -0.0129, -0.0015, 0.0054, -0.0102, -0.0258, -0.0098, -0.0168, -0.025, -0.035, -0.0666, -0.0507, -0.0531, -0.0343, -0.0745, -0.0946, -0.1073, -0.0575, -0.0502, -0.0413, -0.0413, -0.0399, -0.0375, -0.0159, -0.0061, 0.0195, 0.0231, 0.062, 0.0748, 0.072, 0.09, 0.092, 0.0803, 0.0944, 0.079, 0.1256, 0.1707, 0.1521, 0.1309, 0.0786, 0.0725, 0.0727, 0.062, 0.1232, 0.1431, 0.1631, 0.186, 0.1932, 0.2205, 0.2741, 0.2177, 0.2015, 0.1923, 0.2078, 0.1863, 0.1638, 0.1638, 0.1612, 0.149, 0.1579, 0.1411, 0.2126, 0.2042, 0.1606, 0.1831, 0.1098, 0.1289, 0.1265, 0.0844, 0.1085, 0.1102, 0.1495, 0.1223, 0.1073, 0.14, 0.14, 0.129, 0.0824, 0.0768, 0.0591, 0.0591, null, null, null, null, null]}
{"unit_id": "quote:1993366307241140715", "ticker_idx": 0, "ts": "2025-11-25T17:08:57+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a massive L for Nvidia and means they will need to change things around if they want to retain their margin.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NVDA: Meta TPU shift is a major loss threatening margins, not offset by overall pie growth.", "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": "“The whole pie is growing” is not what you say when one of the world’s largest company and hyperscalers in the world as well as Nvidia’s largest customer say yeah we ain’t buying your shit chief.\n\nThis is a massive L for Nvidia and means they will need to change things around if they want to retain their margin.", "reply_text": null, "parent_text": null, "quoted_text": "People selling $NVDA because Meta will use TPUs too\n\nPeople are crazy. The whole pie is growing and Nvidia is on track to do $1T gross rev by 2030 w 55% net margins\n\nCapEx is not slowing at all", "parent_author": null, "ret_m1d": 0.026599982627025787, "ret_signed_m1d": -0.026599982627025787, "alpha_spy_m1d": -0.03591817329273472, "alpha_c_m1d": -0.02921763754530715, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.0026176549182813647, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013721728427074753, "ret_signed_p1d": -0.013721728427074753, "alpha_spy_p1d": -0.006818146009069492, "alpha_c_p1d": 0.008924578981445164, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.022646307408519917, "ret_p1w": 0.020470123682345465, "ret_signed_p1w": -0.020470123682345465, "alpha_spy_p1w": -0.010825821870628083, "alpha_c_p1w": 0.03664578493220083, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.057115908614546296, "ret_p1m": 0.060738392649324346, "ret_signed_p1m": -0.060738392649324346, "alpha_spy_p1m": -0.03496129859775765, "alpha_c_p1m": 0.013651031282923887, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.07438942393224823, "ret_p3m": 0.06754349494237655, "ret_signed_p3m": -0.06754349494237655, "alpha_spy_p3m": -0.04317787776039439, "alpha_c_p3m": 0.1568951597014805, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.22443865464385704, "ret_p6m": 0.25685830810084953, "ret_signed_p6m": -0.25685830810084953, "alpha_spy_p6m": -0.15248997773248063, "alpha_c_p6m": 0.40902488078158084, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.6658831888824304, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.060738392649324346, "alpha_spy_stated": -0.03496129859775765, "alpha_c_stated": 0.013651031282923887, "price_path": [0.0132, -0.0205, -0.0205, -0.0396, -0.0405, -0.0347, -0.0608, -0.0535, -0.0398, -0.0028, -0.0037, 0.0, -0.0004, -0.0165, -0.0423, -0.0089, -0.0065, 0.0326, 0.0034, -0.0048, -0.0007, 0.0021, 0.0227, 0.0493, 0.053, 0.0623, 0.0551, 0.0434, 0.0406, 0.0635, 0.0829, 0.03, 0.059, 0.0124, 0.0113, 0.0224, 0.0304, 0.0271, 0.0188, 0.0138, 0.0244, 0.0475, 0.0769, 0.1305, 0.1643, 0.141, 0.1387, 0.1634, 0.1174, 0.0978, 0.0577, 0.0581, 0.1194, 0.0863, 0.0899, 0.0508, 0.0695, 0.0494, 0.0199, 0.0489, 0.0159, 0.006, 0.0266, 0.0, 0.0137, 0.0137, -0.0046, 0.0118, 0.0205, 0.01, 0.0313, 0.0259, 0.0435, 0.0403, 0.0336, 0.0175, -0.0157, -0.0085, -0.0005, -0.0386, -0.0206, 0.0179, 0.0331, 0.0641, 0.0607, 0.0607, 0.0715, 0.0585, 0.0547, 0.0489, 0.0489, 0.0621, 0.058, 0.053, 0.0636, 0.0407, 0.0396, 0.0401, 0.045, 0.03, 0.052, 0.0474, 0.0474, 0.0015, 0.031, 0.0395, 0.0555, 0.0487, 0.0602, 0.0771, 0.0827, 0.0749, 0.0439, 0.0142, -0.0204, -0.0334, 0.0427, 0.0688, 0.0603, 0.0688, 0.0513, 0.0281, 0.0281, 0.0403, 0.0572, 0.0567, 0.0675, 0.0773, 0.0846, 0.0998, 0.0398, -0.0035, 0.0263, 0.0126, 0.0294, 0.0311, 0.0001, 0.0272, 0.0391, 0.0463, 0.03, 0.0138, 0.0305, 0.0232, 0.0146, 0.0043, -0.0287, -0.0122, -0.0146, 0.0049, -0.0369, -0.0578, -0.071, -0.0191, -0.0115, -0.0023, -0.0023, -0.0009, 0.0017, 0.0241, 0.0344, 0.0609, 0.0647, 0.1052, 0.1185, 0.1156, 0.1343, 0.1364, 0.1242, 0.1389, 0.1228, 0.1714, 0.2183, 0.1989, 0.1769, 0.1224, 0.1161, 0.1163, 0.1052, 0.1689, 0.1895, 0.2103, 0.2342, 0.2417, 0.2701, 0.3259, 0.2673, 0.2504, 0.2408, 0.2569]}
{"unit_id": "thread:2001812135341588496", "ticker_idx": 0, "ts": "2025-12-19T00:29:39+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My biggest investment thesis for the next year is to short oil as fusion is probably solved", "tweet_type": "prediction", "timeline": "months", "summary": "Short oil over the next year on the thesis that fusion energy is probably solved.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "USO is the standard US oil ETF proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "My biggest investment thesis for the next year is to short oil as fusion is probably solved.\n\n---\n\nEveryone says they want to be a contrarian but nobody actually wants to sound as retarded as I do. https://t.co/GDxI5zqArt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012347440143512967, "ret_signed_m1d": 0.012347440143512967, "alpha_spy_m1d": 0.0033653432113712745, "alpha_c_m1d": 0.0033653432113712745, "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": 0.024989043188900828, "ret_signed_p1d": -0.024989043188900828, "alpha_spy_p1d": -0.018759239338467237, "alpha_c_p1d": -0.018759239338467237, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.006229803850433591, "ret_p1w": 0.006614796203313622, "ret_signed_p1w": -0.006614796203313622, "alpha_spy_p1w": 0.007666871350191062, "alpha_c_p1w": 0.007666871350191062, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.014281667553504684, "ret_p1m": 0.05321185964336195, "ret_signed_p1m": -0.05321185964336195, "alpha_spy_p1m": -0.03694666221267373, "alpha_c_p1m": -0.03694666221267373, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.016265197430688216, "ret_p3m": 0.7884756776737198, "ret_signed_p3m": -0.7884756776737198, "alpha_spy_p3m": -0.8166278096640601, "alpha_c_p3m": -0.8166278096640601, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.02815213199034028, "ret_p6m": 0.7817139682407241, "ret_signed_p6m": -0.7817139682407241, "alpha_spy_p6m": -0.669603283649292, "alpha_c_p6m": -0.669603283649292, "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": -0.05321185964336195, "alpha_spy_stated": -0.03694666221267373, "alpha_c_stated": -0.03694666221267373, "price_path": [0.1032, 0.1229, 0.1317, 0.1321, 0.0964, 0.0841, 0.0751, 0.0516, 0.0541, 0.0711, 0.076, 0.0808, 0.0659, 0.02, 0.0331, 0.0143, 0.0141, -0.0032, -0.0007, -0.0029, 0.0035, 0.0382, 0.0773, 0.0757, 0.0748, 0.0494, 0.0554, 0.0541, 0.0666, 0.0692, 0.0573, 0.0441, 0.0419, 0.0475, 0.0537, 0.0689, 0.0259, 0.0268, 0.0492, 0.0481, 0.0657, 0.0419, 0.0312, 0.0187, 0.0351, 0.0179, 0.0295, 0.0295, 0.0447, 0.0445, 0.0319, 0.0387, 0.0494, 0.0572, 0.0362, 0.0269, 0.0369, 0.0179, 0.0115, -0.0021, -0.0273, -0.0007, -0.0123, 0.0, 0.025, 0.0334, 0.0319, 0.0319, 0.0066, 0.0232, 0.0251, 0.0166, 0.0166, 0.0137, 0.0322, 0.0071, -0.0035, 0.0369, 0.0404, 0.0532, 0.0801, 0.0673, 0.0456, 0.0532, 0.0532, 0.0563, 0.0781, 0.0557, 0.087, 0.0801, 0.1122, 0.1263, 0.1633, 0.1689, 0.1073, 0.1388, 0.1448, 0.1273, 0.1317, 0.1468, 0.147, 0.1596, 0.1227, 0.1204, 0.1204, 0.1132, 0.1671, 0.1934, 0.1884, 0.1892, 0.1871, 0.172, 0.1726, 0.2046, 0.2816, 0.3259, 0.3459, 0.4157, 0.5989, 0.5336, 0.5561, 0.5883, 0.7403, 0.7623, 0.6909, 0.7469, 0.7885, 0.7251, 0.7849, 0.6252, 0.6837, 0.6668, 0.7237, 0.8257, 0.9084, 0.8705, 0.824, 1.0273, 1.0273, 1.0423, 1.0297, 0.8313, 0.8662, 0.8348, 0.8884, 0.8205, 0.802, 0.8498, 0.7057, 0.7833, 0.8852, 0.9021, 0.9803, 0.9462, 0.9803, 1.052, 1.2142, 1.1621, 1.0991, 1.1698, 1.1192, 0.969, 0.984, 0.9637, 1.0382, 1.1211, 1.0879, 1.102, 1.1789, 1.1945, 1.2484, 1.1207, 1.0953, 1.0714, 1.0714, 1.0138, 0.9261, 0.9224, 0.8975, 0.9918, 1.0178, 1.0706, 1.01, 0.9553, 0.9866, 0.93, 0.9741, 0.8937, 0.8437, 0.7817]}
{"unit_id": "orig:1994529232287060182", "ticker_idx": 0, "ts": "2025-11-28T22:10:00+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect $45 by end of next week", "tweet_type": "prediction", "timeline": "days", "summary": "Long INTC to $45 by end of next week; expects analyst model updates Monday to drive the move.", "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": "This move in Intel is happening on Black Friday it’s half a trading day. Monday next week all the analysts are coming into work and updating their models.\n\nI expect $45 by end of next week.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013746640210724692, "ret_signed_m1d": 0.013746640210724692, "alpha_spy_m1d": 0.009160139913365173, "alpha_c_m1d": 0.015673193541507535, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": -0.001926553330782843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08647845649390495, "ret_signed_p1d": 0.08647845649390495, "alpha_spy_p1d": 0.08462608898983714, "alpha_c_p1d": 0.06814779548394267, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.01833066100996228, "ret_p1w": 0.007248211139545768, "ret_signed_p1w": 0.007248211139545768, "alpha_spy_p1w": 0.0023088961681354547, "alpha_c_p1w": -0.03692105738164142, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.04416926852118719, "ret_p1m": -0.06773304669233504, "ret_signed_p1m": -0.06773304669233504, "alpha_spy_p1m": -0.08062507581275369, "alpha_c_p1m": -0.10025929991688132, "bench_spy_p1m": 0.012892029120418647, "bench_c_p1m": 0.032526253224546275, "ret_p3m": 0.13621597079663683, "ret_signed_p3m": 0.13621597079663683, "alpha_spy_p3m": 0.11994768617615414, "alpha_c_p3m": -0.034715615267686184, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.17093158606432302, "ret_p6m": 2.087228238562272, "ret_signed_p6m": 2.087228238562272, "alpha_spy_p6m": 1.9775747948467968, "alpha_c_p6m": 1.3759475762643558, "bench_spy_p6m": 0.10965344371547503, "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": 5, "stated_label": "p1w", "ret_signed_stated": 0.007248211139545768, "alpha_spy_stated": 0.0023088961681354547, "alpha_c_stated": -0.03692105738164142, "price_path": [-0.4001, -0.3849, -0.3879, -0.3882, -0.3892, -0.3809, -0.3849, -0.3982, -0.3809, -0.3684, -0.3777, -0.2359, -0.2607, -0.2812, -0.2667, -0.2197, -0.1505, -0.1127, -0.1382, -0.1615, -0.1017, -0.0677, -0.0795, -0.0855, -0.071, -0.0645, -0.0552, -0.091, -0.0697, -0.1095, -0.0715, -0.0792, -0.075, -0.0477, -0.0472, -0.0772, -0.0462, -0.0432, -0.0117, 0.038, 0.0332, 0.0037, -0.0005, -0.0127, -0.0745, -0.0407, -0.0692, -0.047, -0.039, -0.0532, -0.053, -0.1025, -0.1122, -0.1325, -0.142, -0.1225, -0.1597, -0.1377, -0.1055, -0.1045, -0.08, -0.08, 0.0137, 0.0, 0.0865, 0.0937, 0.0122, 0.035, 0.0072, 0.0122, 0.0192, -0.0125, -0.055, -0.0625, -0.0675, -0.099, -0.0932, -0.0797, -0.091, -0.0915, -0.0962, -0.0962, -0.0952, -0.0832, -0.0677, -0.0777, -0.0777, -0.0157, -0.016, 0.0007, 0.0655, 0.0275, 0.1385, 0.1012, 0.182, 0.2177, 0.2077, 0.1737, 0.1737, 0.2137, 0.3559, 0.3577, 0.1265, 0.062, 0.098, 0.2192, 0.2162, 0.1615, 0.2199, 0.2309, 0.2147, 0.2057, 0.2644, 0.2557, 0.178, 0.2069, 0.1617, 0.1695, 0.1695, 0.1542, 0.1362, 0.1152, 0.1025, 0.0905, 0.1527, 0.1717, 0.1362, 0.14, 0.1372, 0.0772, 0.1392, 0.1485, 0.0852, 0.1392, 0.1692, 0.1992, 0.131, 0.144, 0.1437, 0.1012, 0.1255, 0.1542, 0.0965, 0.1, 0.1012, 0.1792, 0.1022, 0.078, 0.0295, 0.103, 0.2004, 0.2592, 0.2592, 0.2692, 0.3224, 0.4734, 0.5426, 0.5591, 0.6291, 0.5949, 0.6231, 0.7121, 0.7121, 0.6421, 0.6561, 0.6313, 0.6691, 1.063, 1.1242, 1.1125, 1.3682, 1.3614, 1.4899, 1.3939, 1.7031, 1.8245, 1.7398, 2.1222, 2.2352, 2.0145, 2.0065, 1.8975, 1.7186, 1.7036, 1.7693, 1.9733, 1.9618, 1.9953, 1.9953, 2.0872]}
{"unit_id": "quote:1999682568418132114", "ticker_idx": 0, "ts": "2025-12-13T03:27:31+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$1.6 billion is a steal for SambaNova. Arguably the best & most unique architecture out there in AI right now.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on Intel's SambaNova acquisition at $1.6B; calls it a steal given SambaNova's best-in-class AI architecture.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$1.6 billion is a steal for SambaNova. Arguably the best & most unique architecture out there in AI right now.", "reply_text": null, "parent_text": null, "quoted_text": "Bloomberg: Intel is negotiating to acquire semiconductor firm SambaNova for about $1.6 billion\n\n• Intel is in advanced talks to acquire semiconductor company SambaNova Systems for about $1.6 billion, including debt, according to people familiar with the matter. The deal could be", "parent_author": null, "ret_m1d": 0.00799794895180228, "ret_signed_m1d": 0.00799794895180228, "alpha_spy_m1d": 0.006484764001239318, "alpha_c_m1d": 0.0045408749880462285, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.003457073963756052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0053318303703409065, "ret_signed_p1d": -0.0053318303703409065, "alpha_spy_p1d": -0.0025995452251106332, "alpha_c_p1d": -0.0026114871213159807, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.0027203432490249257, "ret_p1w": -0.030391880582783304, "ret_signed_p1w": -0.030391880582783304, "alpha_spy_p1w": -0.03938754723983695, "alpha_c_p1w": -0.05283237025497767, "bench_spy_p1w": 0.008995666657053647, "bench_c_p1w": 0.022440489672194364, "ret_p1m": 0.2607305526958601, "ret_signed_p1m": 0.2607305526958601, "alpha_spy_p1m": 0.2385630892822006, "alpha_c_p1m": 0.14781392748638011, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.11291662520947998, "ret_p3m": 0.20634502865396098, "ret_signed_p3m": 0.20634502865396098, "alpha_spy_p3m": 0.2250041775511612, "alpha_c_p3m": 0.1030928218665832, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.10325220678737779, "ret_p6m": 1.877099520076282, "ret_signed_p6m": 1.877099520076282, "alpha_spy_p6m": 1.7881996782202916, "alpha_c_p6m": 1.1971647319780958, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.6799347880981861, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2607305526958601, "alpha_spy_stated": 0.2385630892822006, "alpha_c_stated": 0.14781392748638011, "price_path": [-0.3362, -0.185, -0.2114, -0.2333, -0.2178, -0.1677, -0.0938, -0.0536, -0.0808, -0.1056, -0.0419, -0.0056, -0.0181, -0.0245, -0.0091, -0.0021, 0.0077, -0.0304, -0.0077, -0.0501, -0.0096, -0.0179, -0.0133, 0.0157, 0.0163, -0.0157, 0.0173, 0.0205, 0.0541, 0.1072, 0.1021, 0.0706, 0.0661, 0.0531, -0.0128, 0.0232, -0.0072, 0.0165, 0.0251, 0.0099, 0.0101, -0.0427, -0.0531, -0.0746, -0.0848, -0.064, -0.1037, -0.0802, -0.0459, -0.0448, -0.0187, -0.0187, 0.0813, 0.0666, 0.1589, 0.1666, 0.0797, 0.104, 0.0744, 0.0797, 0.0872, 0.0533, 0.008, 0.0, -0.0053, -0.0389, -0.0328, -0.0184, -0.0304, -0.0309, -0.036, -0.036, -0.0349, -0.0221, -0.0056, -0.0163, -0.0163, 0.0499, 0.0496, 0.0674, 0.1365, 0.096, 0.2143, 0.1746, 0.2607, 0.2989, 0.2882, 0.2519, 0.2519, 0.2946, 0.4463, 0.4481, 0.2015, 0.1328, 0.1712, 0.3005, 0.2973, 0.2389, 0.3013, 0.313, 0.2957, 0.2861, 0.3487, 0.3394, 0.2565, 0.2874, 0.2391, 0.2474, 0.2474, 0.2311, 0.2119, 0.1895, 0.176, 0.1632, 0.2295, 0.2498, 0.2119, 0.2159, 0.213, 0.149, 0.2151, 0.225, 0.1576, 0.2151, 0.2471, 0.2791, 0.2063, 0.2202, 0.2199, 0.1746, 0.2005, 0.2311, 0.1696, 0.1733, 0.1746, 0.2578, 0.1757, 0.1498, 0.0981, 0.1765, 0.2805, 0.3431, 0.3431, 0.3538, 0.4106, 0.5716, 0.6454, 0.663, 0.7377, 0.7011, 0.7313, 0.8262, 0.8262, 0.7515, 0.7665, 0.7401, 0.7803, 1.2005, 1.2658, 1.2533, 1.526, 1.5188, 1.6558, 1.5535, 1.8832, 2.0128, 1.9224, 2.3303, 2.4508, 2.2154, 2.2069, 2.0906, 1.8998, 1.8838, 1.9539, 2.1714, 2.1592, 2.1949, 2.1949, 2.293, 2.2463, 2.2229, 2.0573, 1.9147, 1.8774, 2.0048, 1.98, 1.6438, 1.9397, 1.8771]}
{"unit_id": "quote:1993112102488445144", "ticker_idx": 0, "ts": "2025-11-25T00:18:50+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sandisk is a $100B company maybe $500B long term", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish Sandisk long-term; sees $500B potential from current ~$100B.", "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": "Sandisk is a $100B company maybe $500B long term.", "reply_text": null, "parent_text": null, "quoted_text": "*SANDISK TO REPLACE INTERPUBLIC IN S&P 500", "parent_author": null, "ret_m1d": 0.029297082602572244, "ret_signed_m1d": 0.029297082602572244, "alpha_spy_m1d": 0.03861527326828118, "alpha_c_m1d": 0.03197135696804654, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.002674274365474294, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024761935210282027, "ret_signed_p1d": -0.024761935210282027, "alpha_spy_p1d": -0.03166551762828729, "alpha_c_p1d": -0.036599641277159534, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.011837706066877507, "ret_p1w": -0.06870745531285427, "ret_signed_p1w": -0.06870745531285427, "alpha_spy_p1w": -0.07835175712457165, "alpha_c_p1w": -0.10022707785563256, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.03151962254277829, "ret_p1m": 0.13414966816804852, "ret_signed_p1m": 0.13414966816804852, "alpha_spy_p1m": 0.10837257411648182, "alpha_c_p1m": 0.08928117790407852, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.044868490263969996, "ret_p3m": 1.9477096177012472, "ret_signed_p3m": 1.9477096177012472, "alpha_spy_p3m": 1.923344000519265, "alpha_c_p3m": 1.941550593418115, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.006159024283132197, "ret_p6m": 5.315465118339002, "ret_signed_p6m": 5.315465118339002, "alpha_spy_p6m": 5.211096787970633, "alpha_c_p6m": 5.04876567870217, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.26669943963683185, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7693, -0.762, -0.762, -0.7684, -0.7596, -0.7166, -0.6891, -0.6803, -0.6802, -0.6648, -0.6177, -0.6094, -0.5914, -0.5848, -0.5738, -0.5516, -0.5365, -0.5332, -0.5175, -0.5473, -0.5724, -0.5595, -0.4853, -0.4912, -0.4507, -0.437, -0.4176, -0.4505, -0.4515, -0.4019, -0.4119, -0.4698, -0.3895, -0.4227, -0.3456, -0.3457, -0.3644, -0.3286, -0.3229, -0.3336, -0.2424, -0.1557, -0.1996, -0.2039, -0.0732, -0.1119, -0.096, -0.0612, -0.1176, -0.0181, -0.0581, 0.0861, 0.2152, 0.2317, 0.2839, 0.1046, 0.1527, 0.2058, 0.1108, 0.1155, -0.1113, -0.0917, 0.0293, 0.0, -0.0248, -0.0248, 0.0126, -0.0468, -0.0687, -0.1185, -0.0326, 0.0361, 0.0225, -0.0047, 0.0561, 0.0957, -0.0649, -0.0845, -0.0507, -0.062, -0.0047, 0.0776, 0.0932, 0.1107, 0.1341, 0.1341, 0.134, 0.1077, 0.0894, 0.0766, 0.0766, 0.2483, 0.243, 0.5856, 0.6034, 0.5172, 0.7116, 0.7654, 0.7678, 0.7588, 0.856, 0.8758, 0.8758, 1.055, 1.2734, 1.2832, 1.1489, 1.1351, 1.1834, 1.3929, 1.4458, 1.6134, 2.017, 2.1542, 1.651, 1.6132, 1.7118, 1.6458, 1.4564, 1.7181, 1.8585, 1.8415, 1.8415, 1.6784, 1.7229, 1.8167, 1.9477, 2.0226, 1.8958, 1.8679, 1.9565, 1.8815, 1.8076, 1.5642, 1.7168, 1.565, 1.3915, 1.67, 1.8068, 1.9725, 1.8064, 2.0005, 2.1911, 2.2661, 2.4181, 2.5015, 2.2186, 2.1859, 2.1859, 2.0742, 1.7355, 1.7929, 1.5964, 1.8814, 2.1416, 2.1818, 2.1818, 2.2863, 2.2236, 2.5415, 2.862, 2.8629, 3.3197, 3.2833, 3.0441, 3.1699, 3.1768, 3.1407, 3.0975, 3.4402, 3.2287, 3.4893, 3.8535, 3.5458, 3.8263, 3.9728, 4.3832, 4.6955, 5.3779, 5.3945, 5.0769, 6.0854, 6.0184, 5.5851, 5.5634, 5.2708, 5.3837, 5.0454, 5.2734, 5.3155]}
{"unit_id": "orig:2007279533150347440", "ticker_idx": 0, "ts": "2026-01-03T02:35:08+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "TSMC CoWoS capacity is hard to get & EMIB is arguably a better product. Will these companies also be the first 14A customers??? My bet - TPU is on 14A.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Intel: EMIB packaging wins at Google, AWS, Apple, Meta, Nvidia suggest pipeline for 14A foundry customers, with TPU v8 as first bet.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "My sources tell me these are the largest customers confirmed to be using Intel's EMIB packaging technology. \n\n1. Google TPU v8\n2. AWS Tranium 4\n3. Apple  (unknown project)\n4. Meta's MTIA v4 \n5. Nvidia (unknown project)  \n\nTSMC CoWoS capacity is hard to get & EMIB is arguably a better product. Will these companies also be the first 14A customers??? My bet - TPU is on 14A.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0002540547752560851, "ret_signed_m1d": 0.0002540547752560851, "alpha_spy_m1d": 0.006870197005986456, "alpha_c_m1d": 0.011615607217135171, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.011361552441879086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01701808488239398, "ret_signed_p1d": 0.01701808488239398, "alpha_spy_p1d": 0.011070926583022889, "alpha_c_p1d": -0.009545115617021205, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.026563200499415185, "ret_p1w": 0.11912630349623754, "ret_signed_p1w": 0.11912630349623754, "alpha_spy_p1w": 0.10830799999594731, "alpha_c_p1w": 0.0845120196143021, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03461428388193544, "ret_p1m": 0.2509525358435727, "ret_signed_p1m": 0.2509525358435727, "alpha_spy_p1m": 0.24832067561321303, "alpha_c_p1m": 0.19774668682019736, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.05320584902337533, "ret_p3m": 0.2796546211565616, "ret_signed_p3m": 0.2796546211565616, "alpha_spy_p3m": 0.32342087399537145, "alpha_c_p3m": 0.24064402466515777, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.039010596491403815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2509525358435727, "alpha_spy_stated": 0.24832067561321303, "alpha_c_stated": 0.19774668682019736, "price_path": [-0.0493, -0.0399, -0.0762, -0.0546, -0.095, -0.0564, -0.0643, -0.0599, -0.0323, -0.0318, -0.0622, -0.0307, -0.0277, 0.0043, 0.0549, 0.05, 0.0201, 0.0157, 0.0033, -0.0594, -0.0251, -0.0541, -0.0315, -0.0234, -0.0378, -0.0376, -0.0879, -0.0978, -0.1184, -0.128, -0.1082, -0.1461, -0.1237, -0.0909, -0.0899, -0.065, -0.065, 0.0302, 0.0163, 0.1041, 0.1115, 0.0287, 0.0518, 0.0236, 0.0287, 0.0358, 0.0036, -0.0396, -0.0472, -0.0523, -0.0843, -0.0785, -0.0648, -0.0762, -0.0767, -0.0815, -0.0815, -0.0805, -0.0683, -0.0526, -0.0627, -0.0627, 0.0003, 0.0, 0.017, 0.0828, 0.0442, 0.157, 0.1191, 0.2012, 0.2375, 0.2273, 0.1928, 0.1928, 0.2334, 0.378, 0.3797, 0.1448, 0.0792, 0.1158, 0.239, 0.236, 0.1803, 0.2398, 0.251, 0.2344, 0.2253, 0.285, 0.2761, 0.1971, 0.2266, 0.1806, 0.1885, 0.1885, 0.173, 0.1547, 0.1334, 0.1204, 0.1082, 0.1715, 0.1908, 0.1547, 0.1585, 0.1557, 0.0947, 0.1577, 0.1671, 0.1029, 0.1577, 0.1882, 0.2187, 0.1494, 0.1626, 0.1623, 0.1191, 0.1438, 0.173, 0.1143, 0.1179, 0.1191, 0.1984, 0.1201, 0.0955, 0.0462, 0.1209, 0.22, 0.2797, 0.2797, 0.2898, 0.3439, 0.4973, 0.5677, 0.5845, 0.6556, 0.6208, 0.6495, 0.7399, 0.7399, 0.6688, 0.683, 0.6579, 0.6962, 1.0965, 1.1588, 1.1468, 1.4067, 1.3998, 1.5304, 1.4328, 1.747, 1.8705, 1.7844, 2.173, 2.2878, 2.0635, 2.0554, 1.9446, 1.7628, 1.7475, 1.8143, 2.0216, 2.0099, 2.0439, 2.0439, 2.1374, 2.093, 2.0706, 1.9129, 1.777, 1.7414, 1.8628, 1.8392, 1.5189, 1.8009, 1.7412, 1.7188, 1.9708, 2.1641, 2.2477, 1.9731, 2.0759, 2.4034, 2.4034, 2.5799, 2.3599, 2.3439, 2.3749, 2.3749, null, null]}
{"unit_id": "orig:2013635434639753590", "ticker_idx": 0, "ts": "2026-01-20T15:31:13+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My $64 price target is within reach", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long INTC with $64 price target seen as achievable; market now pricing in thesis held for over a year.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Intel rallies as the S&P500 crashes. The market is pricing in what the bubble boi said over a year ago. My $64 price target is within reach.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.032948975361816846, "ret_signed_m1d": -0.032948975361816846, "alpha_spy_m1d": -0.05372878581906915, "alpha_c_m1d": -0.058564384631455635, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.02561540926963879, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1171745977305223, "ret_signed_p1d": 0.1171745977305223, "alpha_spy_p1d": 0.105633488448861, "alpha_c_p1d": 0.08761447171721737, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.029560126013304933, "ret_p1w": -0.09534598305554887, "ret_signed_p1w": -0.09534598305554887, "alpha_spy_p1w": -0.12177826201123987, "alpha_c_p1w": -0.1385335255615877, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.043187542506038845, "ret_p1m": -0.06383859557556404, "ret_signed_p1m": -0.06383859557556404, "alpha_spy_p1m": -0.07669314152076301, "alpha_c_p1m": -0.12060227372570131, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": 0.056763678150137276, "ret_p3m": 0.4106259897611202, "ret_signed_p3m": 0.4106259897611202, "alpha_spy_p3m": 0.35971030598349385, "alpha_c_p3m": 0.22166114372092416, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.18896484604019603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06383859557556404, "alpha_spy_stated": -0.07669314152076301, "alpha_c_stated": -0.12060227372570131, "price_path": [-0.2142, -0.2117, -0.1857, -0.1448, -0.1487, -0.173, -0.1765, -0.1866, -0.2374, -0.2096, -0.2331, -0.2148, -0.2082, -0.2199, -0.2197, -0.2605, -0.2685, -0.2852, -0.293, -0.277, -0.3077, -0.2895, -0.263, -0.2621, -0.242, -0.242, -0.1647, -0.1761, -0.1048, -0.0988, -0.166, -0.1472, -0.1701, -0.166, -0.1602, -0.1864, -0.2214, -0.2276, -0.2317, -0.2576, -0.2529, -0.2418, -0.251, -0.2514, -0.2554, -0.2554, -0.2545, -0.2446, -0.2319, -0.2401, -0.2401, -0.189, -0.1893, -0.1755, -0.1221, -0.1534, -0.062, -0.0927, -0.0262, 0.0033, -0.0049, -0.0329, -0.0329, 0.0, 0.1172, 0.1186, -0.0719, -0.125, -0.0953, 0.0045, 0.0021, -0.043, 0.0051, 0.0142, 0.0008, -0.0066, 0.0418, 0.0346, -0.0294, -0.0056, -0.0428, -0.0364, -0.0364, -0.049, -0.0638, -0.0811, -0.0916, -0.1015, -0.0502, -0.0346, -0.0638, -0.0607, -0.063, -0.1124, -0.0614, -0.0537, -0.1058, -0.0614, -0.0367, -0.0119, -0.0682, -0.0575, -0.0577, -0.0927, -0.0727, -0.049, -0.0966, -0.0937, -0.0927, -0.0284, -0.0918, -0.1118, -0.1518, -0.0912, -0.0109, 0.0375, 0.0375, 0.0457, 0.0896, 0.214, 0.271, 0.2846, 0.3423, 0.314, 0.3373, 0.4106, 0.4106, 0.353, 0.3645, 0.3441, 0.3752, 0.6998, 0.7502, 0.7405, 0.9512, 0.9456, 1.0515, 0.9724, 1.2271, 1.3272, 1.2574, 1.5725, 1.6656, 1.4837, 1.4771, 1.3874, 1.2399, 1.2276, 1.2817, 1.4498, 1.4403, 1.4679, 1.4679, 1.5437, 1.5076, 1.4895, 1.3616, 1.2514, 1.2226, 1.321, 1.3019, 1.0422, 1.2708, 1.2224, 1.2043, 1.4086, 1.5653, 1.633, 1.4104, 1.4938, 1.7593, 1.7593, 1.9024, 1.7241, 1.7111, 1.7362, 1.7362, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1990440883318108361", "ticker_idx": 0, "ts": "2025-11-17T15:24:21+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia will miss earnings. It. All. Comes. Tumbling… DOOOOOOWN", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish NVDA; expects an earnings miss to trigger a major selloff.", "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 Fed isn’t cutting in December. \n\nNvidia will miss earnings. \n\nIt.\n\nAll.\n\nComes.\n\nTumbling…..\n\nDOOOOOOWN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019131792517095958, "ret_signed_m1d": -0.019131792517095958, "alpha_spy_m1d": -0.009727648691994162, "alpha_c_m1d": -0.005379089294098582, "bench_spy_m1d": 0.009404143825101796, "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": 0.01968388730831494, "alpha_c_p1d": 0.007482072570307752, "bench_spy_p1d": -0.008397554120144202, "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]}
{"unit_id": "orig:1997456564261998645", "ticker_idx": 0, "ts": "2025-12-07T00:02:10+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I never been more bullish on Apple than I am right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Most bullish ever on Apple; leadership churn seen as a positive catalyst for execution.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "I never been more bullish on Apple than I am right now. All the slopineers are leaving. \n\nTimothy Cookie will bring in the new blood and give them barillions of dollars and hold the knife to their neck to execute. \n\nSometimes to create you must destroy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.003202657978374601, "ret_signed_m1d": 0.003202657978374601, "alpha_spy_m1d": 0.00018939640471082875, "alpha_c_m1d": 0.010179457667902625, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": -0.006976799689528024, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002555062909471051, "ret_signed_p1d": -0.002555062909471051, "alpha_spy_p1d": -0.0016920348358978599, "alpha_c_p1d": -0.00519677282983988, "bench_spy_p1d": -0.000863028073573191, "bench_c_p1d": 0.002641709920368829, "ret_p1w": -0.01360257708950352, "ret_signed_p1w": -0.01360257708950352, "alpha_spy_p1w": -0.009360443477418157, "alpha_c_p1w": 0.02250120689171875, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.03610378398122227, "ret_p1m": -0.0558854960379086, "ret_signed_p1m": -0.0558854960379086, "alpha_spy_p1m": -0.07084125853495926, "alpha_c_p1m": -0.050753887871830994, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": -0.005131608166077606, "ret_p3m": -0.06245793685188916, "ret_signed_p3m": -0.06245793685188916, "alpha_spy_p3m": -0.062009093837929075, "alpha_c_p3m": -0.013434076580890242, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": -0.04902386027099892, "ret_p6m": 0.13636915251413995, "ret_signed_p6m": 0.13636915251413995, "alpha_spy_p6m": 0.01895916574807721, "alpha_c_p6m": -0.20995250145485844, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.3463216539689984, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0558854960379086, "alpha_spy_stated": -0.07084125853495926, "alpha_c_stated": -0.050753887871830994, "price_path": [-0.1847, -0.173, -0.1585, -0.149, -0.1438, -0.1408, -0.1448, -0.1174, -0.0794, -0.0853, -0.0929, -0.0765, -0.0816, -0.0853, -0.0846, -0.0816, -0.0756, -0.0724, -0.0772, -0.0779, -0.0723, -0.0867, -0.1182, -0.1096, -0.1093, -0.1036, -0.1104, -0.093, -0.0572, -0.0553, -0.0709, -0.0668, -0.0551, -0.0336, -0.0329, -0.0304, -0.0243, -0.028, -0.0327, -0.0292, -0.0288, -0.0302, -0.0348, -0.0304, -0.0095, -0.0159, -0.0178, -0.0197, -0.0375, -0.0376, -0.0336, -0.0419, -0.023, -0.0071, -0.0033, -0.0012, -0.0012, 0.0035, 0.0187, 0.0299, 0.0225, 0.0101, 0.0032, 0.0, -0.0026, 0.0032, 0.0005, 0.0014, -0.0136, -0.0118, -0.0218, -0.0205, -0.0152, -0.0249, -0.0199, -0.0147, -0.0147, -0.0162, -0.0149, -0.0173, -0.0217, -0.0217, -0.0248, -0.0383, -0.0559, -0.0632, -0.0678, -0.0666, -0.0635, -0.0606, -0.0645, -0.0708, -0.0805, -0.0805, -0.1122, -0.1088, -0.1063, -0.1074, -0.0809, -0.0706, -0.0772, -0.0706, -0.0662, -0.0284, -0.0303, -0.005, -0.0071, 0.0008, -0.0108, -0.0142, -0.0077, -0.0573, -0.0787, -0.0787, -0.0495, -0.0478, -0.0614, -0.047, -0.0412, -0.0198, -0.0122, -0.0169, -0.0484, -0.0465, -0.05, -0.0544, -0.0625, -0.0727, -0.0639, -0.0605, -0.0606, -0.0788, -0.0991, -0.0894, -0.0843, -0.0997, -0.1033, -0.1068, -0.0942, -0.0936, -0.0901, -0.0891, -0.1038, -0.1117, -0.0859, -0.0792, -0.0782, -0.0782, -0.0676, -0.0869, -0.0675, -0.0617, -0.0618, -0.0664, -0.0677, -0.0403, -0.0513, -0.0267, -0.0165, -0.0413, -0.0161, -0.0151, -0.0237, -0.0361, -0.0249, -0.0269, -0.0226, 0.009, -0.0029, 0.0236, 0.0356, 0.0353, 0.0565, 0.0552, 0.0628, 0.0775, 0.0751, 0.0824, 0.0738, 0.0779, 0.0897, 0.0996, 0.1134, 0.1134, 0.1116, 0.1207, 0.1267, 0.125, 0.1043, 0.1364]}
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{"unit_id": "quote:2011826790092636323", "ticker_idx": 0, "ts": "2026-01-15T15:44:19+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This will fair very badly for TSMC investors in the next 2-3 years. Not bullish on the stock long term, they are investing in the wrong stack.", "tweet_type": "analysis", "timeline": "years", "summary": "Bearish TSMC 2-3yr: multi-patterning path hurts margins/defects; mildly bullish Intel navigating High NA growing pains as competitive pressure on TSM.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "TSMC is going the WRONG direction with multi-patterning and I am surprised the industry believes their BS. This is literally litho 101… \n\nThey will need more reticles, have higher defects, and lower throughput. They are only doing this to make Wall Street happy and keep the illusion of high margins. The strategy only works when you have no competition you can pass the extra cost to customers. \n\nThey will have lots of competition from Intel who already is going through the growing pains of High NA which has lower FOV & trying to make that a healthy margin business.\n\nThis will fair very badly for TSMC investors in the next 2-3 years. Not bullish on the stock long term, they are investing in the wrong stack.", "reply_text": null, "parent_text": null, "quoted_text": "TSM is really going down the multi-patterning route that leads to disaster.\nToday is going to be your best chance to pair trade Intel for TSM", "parent_author": null, "ret_m1d": -0.0425302420097039, "ret_signed_m1d": 0.0425302420097039, "alpha_spy_m1d": 0.03981434070896095, "alpha_c_m1d": 0.022197764312032353, "bench_spy_m1d": -0.002715901300742951, "bench_c_m1d": -0.020332477697671547, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0022245024432265836, "ret_signed_p1d": -0.0022245024432265836, "alpha_spy_p1d": -0.0030624076323886307, "alpha_c_p1d": 0.007815635165713708, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.010040137608940292, "ret_p1w": -0.041769197298955674, "ret_signed_p1w": 0.041769197298955674, "alpha_spy_p1w": 0.03705989180916536, "alpha_c_p1w": 0.0579393332765864, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": 0.01617013597763073, "ret_p1m": 0.07235680175180348, "ret_signed_p1m": -0.07235680175180348, "alpha_spy_p1m": -0.08751053825229371, "alpha_c_p1m": -0.04382574185394539, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.02853105989785809, "ret_p3m": 0.11509319744908164, "ret_signed_p3m": -0.11509319744908164, "alpha_spy_p3m": -0.10914640181374069, "alpha_c_p3m": 0.025140388546074588, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.14023358599515623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.131, -0.1403, -0.1567, -0.1513, -0.139, -0.1294, -0.1198, -0.1094, -0.1148, -0.123, -0.1101, -0.1416, -0.1428, -0.1557, -0.1637, -0.1381, -0.15, -0.1516, -0.1762, -0.1686, -0.1768, -0.1887, -0.1757, -0.1899, -0.1971, -0.1691, -0.169, -0.1536, -0.1536, -0.149, -0.1602, -0.1473, -0.1375, -0.1449, -0.1397, -0.1188, -0.1143, -0.0946, -0.1077, -0.1452, -0.1578, -0.1603, -0.1893, -0.1667, -0.1542, -0.1416, -0.1308, -0.1254, -0.1254, -0.1136, -0.1192, -0.1231, -0.1105, -0.1105, -0.0645, -0.0568, -0.0416, -0.0672, -0.0692, -0.0527, -0.0289, -0.0305, -0.0425, 0.0, 0.0022, 0.0022, -0.0424, -0.0454, -0.0418, -0.0198, -0.0261, -0.0097, 0.0019, -0.0061, -0.0324, -0.0008, -0.0172, -0.0465, -0.0319, 0.0211, 0.0403, 0.0593, 0.095, 0.0774, 0.0724, 0.0724, 0.066, 0.0604, 0.0549, 0.0846, 0.0831, 0.1291, 0.1349, 0.1029, 0.0964, 0.0804, 0.0336, 0.0462, 0.0358, -0.008, 0.0207, 0.016, 0.0378, -0.0144, -0.0097, -0.0041, 0.0156, -0.0033, -0.0055, -0.0336, -0.0065, 0.0075, 0.0208, -0.0428, -0.0409, -0.071, -0.008, 0.0024, -0.0048, -0.0048, 0.0032, 0.0136, 0.074, 0.0728, 0.0878, 0.0848, 0.1151, 0.101, 0.0665, 0.0875, 0.075, 0.0804, 0.1373, 0.1232, 0.1813, 0.1887, 0.1516, 0.156, 0.1626, 0.1673, 0.1788, 0.1577, 0.2314, 0.2157, 0.2084, 0.1874, 0.1661, 0.1735, 0.2261, 0.1869, 0.1622, 0.1524, 0.1789, 0.1951, 0.1874, 0.1874, 0.2103, 0.2408, 0.2471, 0.2283, 0.2787, 0.3112, 0.2818, 0.306, 0.2187, 0.2528, 0.2561, 0.1998, 0.2389, 0.2473, 0.2987, 0.2529, 0.2715, 0.3596, 0.3596, 0.376, 0.2839, 0.297, 0.2798, 0.2798, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2011826790092636323", "ticker_idx": 1, "ts": "2026-01-15T15:44:19+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will have lots of competition from Intel who already is going through the growing pains of High NA which has lower FOV & trying to make that a healthy margin business.", "tweet_type": "analysis", "timeline": "years", "summary": "Bearish TSMC 2-3yr: multi-patterning path hurts margins/defects; mildly bullish Intel navigating High NA growing pains as competitive pressure on TSM.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "TSMC is going the WRONG direction with multi-patterning and I am surprised the industry believes their BS. This is literally litho 101… \n\nThey will need more reticles, have higher defects, and lower throughput. They are only doing this to make Wall Street happy and keep the illusion of high margins. The strategy only works when you have no competition you can pass the extra cost to customers. \n\nThey will have lots of competition from Intel who already is going through the growing pains of High NA which has lower FOV & trying to make that a healthy margin business.\n\nThis will fair very badly for TSMC investors in the next 2-3 years. Not bullish on the stock long term, they are investing in the wrong stack.", "reply_text": null, "parent_text": null, "quoted_text": "TSM is really going down the multi-patterning route that leads to disaster.\nToday is going to be your best chance to pair trade Intel for TSM", "parent_author": null, "ret_m1d": 0.008278177326266567, "ret_signed_m1d": 0.008278177326266567, "alpha_spy_m1d": 0.010994078627009518, "alpha_c_m1d": 0.028610655023938114, "bench_spy_m1d": -0.002715901300742951, "bench_c_m1d": -0.020332477697671547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02814570817344686, "ret_signed_p1d": -0.02814570817344686, "alpha_spy_p1d": -0.027307802984284812, "alpha_c_p1d": -0.03818584578238715, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.010040137608940292, "ret_p1w": 0.12417218621470072, "ret_signed_p1w": 0.12417218621470072, "alpha_spy_p1w": 0.12888149170449104, "alpha_c_p1w": 0.10800205023706999, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": 0.01617013597763073, "ret_p1m": -0.03166388222185279, "ret_signed_p1m": -0.03166388222185279, "alpha_spy_p1m": -0.016510145721362557, "alpha_c_p1m": -0.06019494211971088, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.02853105989785809, "ret_p3m": 0.32057122881410116, "ret_signed_p3m": 0.32057122881410116, "alpha_spy_p3m": 0.3146244331787602, "alpha_c_p3m": 0.18033764281894493, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.14023358599515623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2115, -0.2111, -0.2359, -0.2103, -0.2078, -0.1817, -0.1405, -0.1445, -0.1689, -0.1724, -0.1825, -0.2337, -0.2057, -0.2293, -0.2109, -0.2043, -0.2161, -0.2159, -0.2568, -0.2649, -0.2817, -0.2895, -0.2734, -0.3042, -0.286, -0.2593, -0.2585, -0.2382, -0.2382, -0.1606, -0.172, -0.1004, -0.0944, -0.1618, -0.143, -0.166, -0.1618, -0.156, -0.1823, -0.2175, -0.2237, -0.2279, -0.2539, -0.2492, -0.238, -0.2473, -0.2477, -0.2517, -0.2517, -0.2508, -0.2409, -0.2281, -0.2363, -0.2363, -0.185, -0.1852, -0.1714, -0.1178, -0.1492, -0.0573, -0.0882, -0.0213, 0.0083, 0.0, -0.0281, -0.0281, 0.005, 0.1227, 0.1242, -0.0673, -0.1207, -0.0909, 0.0095, 0.007, -0.0383, 0.0101, 0.0192, 0.0058, -0.0017, 0.047, 0.0397, -0.0246, -0.0006, -0.0381, -0.0317, -0.0317, -0.0443, -0.0592, -0.0766, -0.0871, -0.0971, -0.0455, -0.0298, -0.0592, -0.0561, -0.0584, -0.108, -0.0567, -0.049, -0.1014, -0.0567, -0.0319, -0.007, -0.0635, -0.0528, -0.053, -0.0882, -0.0681, -0.0443, -0.0921, -0.0892, -0.0882, -0.0236, -0.0873, -0.1074, -0.1476, -0.0867, -0.006, 0.0426, 0.0426, 0.0509, 0.095, 0.22, 0.2773, 0.291, 0.3489, 0.3206, 0.344, 0.4176, 0.4176, 0.3597, 0.3713, 0.3508, 0.382, 0.7082, 0.7589, 0.7492, 0.9609, 0.9553, 1.0617, 0.9822, 1.2382, 1.3388, 1.2686, 1.5853, 1.6788, 1.4961, 1.4894, 1.3992, 1.251, 1.2386, 1.293, 1.4619, 1.4524, 1.4801, 1.4801, 1.5563, 1.5201, 1.5019, 1.3733, 1.2626, 1.2337, 1.3326, 1.3133, 1.0524, 1.2821, 1.2334, 1.2152, 1.4205, 1.578, 1.6461, 1.4224, 1.5062, 1.773, 1.773, 1.9168, 1.7376, 1.7245, 1.7498, 1.7498, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2008942770476732676", "ticker_idx": 0, "ts": "2026-01-07T16:44:15+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect Q1 Intel will report another profitable quarter with multiple customers confirmed. I think a lead partner for 14a will also come out soon", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish INTC: expects Q1 profitable foundry quarter with multiple customers and imminent 14A lead partner (possibly Apple) announcement.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Don’t discount packaging & 14a. \n\nI expect Q1 Intel will report another profitable quarter with multiple customers confirmed. I think a lead partner for 14a will also come out soon most likely Apple but it’s just rumors for now.", "reply_text": null, "parent_text": null, "quoted_text": "My thesis for Intel has always been 18AP. If products does super well in 2026 because of server CPU shortage...", "parent_author": null, "ret_m1d": -0.06075533867450589, "ret_signed_m1d": -0.06075533867450589, "alpha_spy_m1d": -0.06398917494324796, "alpha_c_m1d": -0.06750825067311728, "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": -0.035655651411666156, "ret_signed_p1d": -0.035655651411666156, "alpha_spy_p1d": -0.03555412409739289, "alpha_c_p1d": -0.019968211279488335, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": -0.01568744013217782, "ret_p1w": 0.1428571428571428, "ret_signed_p1w": 0.1428571428571428, "alpha_spy_p1w": 0.14172610544107966, "alpha_c_p1w": 0.1342081968676776, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.008648945989465195, "ret_p1m": 0.13159747759301643, "ret_signed_p1m": 0.13159747759301643, "alpha_spy_p1m": 0.1489413860208958, "alpha_c_p1m": 0.14185663764227008, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": -0.010259160049253646, "ret_p3m": 0.1911798617635354, "ret_signed_p3m": 0.1911798617635354, "alpha_spy_p3m": 0.23301756843857813, "alpha_c_p3m": 0.16271375017090572, "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": 63, "stated_label": "p3m", "ret_signed_stated": 0.1911798617635354, "alpha_spy_stated": 0.23301756843857813, "alpha_c_stated": 0.16271375017090572, "price_path": [-0.1468, -0.1269, -0.1642, -0.1285, -0.1358, -0.1318, -0.1063, -0.1058, -0.1339, -0.1049, -0.102, -0.0725, -0.0258, -0.0303, -0.0579, -0.0619, -0.0734, -0.1314, -0.0997, -0.1264, -0.1056, -0.0981, -0.1114, -0.1112, -0.1576, -0.1668, -0.1858, -0.1947, -0.1764, -0.2114, -0.1907, -0.1605, -0.1595, -0.1365, -0.1365, -0.0486, -0.0615, 0.0197, 0.0265, -0.05, -0.0286, -0.0547, -0.05, -0.0434, -0.0732, -0.1131, -0.1201, -0.1248, -0.1544, -0.149, -0.1363, -0.1468, -0.1473, -0.1518, -0.1518, -0.1508, -0.1396, -0.125, -0.1344, -0.1344, -0.0762, -0.0765, -0.0608, 0.0, -0.0357, 0.0685, 0.0335, 0.1093, 0.1429, 0.1335, 0.1016, 0.1016, 0.1391, 0.2726, 0.2742, 0.0572, -0.0033, 0.0305, 0.1443, 0.1414, 0.0901, 0.145, 0.1553, 0.14, 0.1316, 0.1867, 0.1785, 0.1056, 0.1328, 0.0903, 0.0976, 0.0976, 0.0833, 0.0664, 0.0467, 0.0347, 0.0235, 0.0819, 0.0997, 0.0664, 0.0699, 0.0673, 0.011, 0.0692, 0.0779, 0.0185, 0.0692, 0.0973, 0.1255, 0.0615, 0.0737, 0.0734, 0.0335, 0.0563, 0.0833, 0.0291, 0.0324, 0.0335, 0.1067, 0.0345, 0.0117, -0.0338, 0.0352, 0.1267, 0.1818, 0.1818, 0.1912, 0.2411, 0.3828, 0.4478, 0.4633, 0.529, 0.4968, 0.5233, 0.6068, 0.6068, 0.5412, 0.5543, 0.5311, 0.5665, 0.9362, 0.9937, 0.9826, 1.2226, 1.2163, 1.3369, 1.2468, 1.5369, 1.651, 1.5714, 1.9303, 2.0364, 1.8292, 1.8217, 1.7194, 1.5515, 1.5374, 1.5991, 1.7905, 1.7797, 1.8112, 1.8112, 1.8975, 1.8564, 1.8358, 1.6901, 1.5646, 1.5318, 1.6439, 1.6221, 1.3263, 1.5867, 1.5316, 1.5109, 1.7436, 1.9221, 1.9993, 1.7457, 1.8407, 2.1431, 2.1431, 2.3061, 2.103, 2.0882, 2.1168, 2.1168, null, null, null, null]}
{"unit_id": "quote:2009349439450960090", "ticker_idx": 0, "ts": "2026-01-08T19:40:12+00:00", "symbol": "DRAM", "kind": "sector", "geography": "global", "sub_sector": "DRAM", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think this is truly understated too. I expect DRAM demand to increase as HBM becomes unobtainable.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish DRAM demand outlook; expects demand to exceed supply estimates as HBM scarcity drives broader DRAM uptake for AI inference.", "resolved_tickers": ["000660.KS", "005930.KS", "MU"], "resolution_method": "basket", "resolution_reason": "DRAM leaders: SK Hynix, Samsung, Micron", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I think this is truly understated too. I expect DRAM demand to increase as HBM becomes unobtainable. For inference if you’re smart on how you queue things you can hide the latency dramatically.", "reply_text": null, "parent_text": null, "quoted_text": "Macquarie’s calculation:\n\n- Over the next two years, the DRAM industry can only support 15GW of AI data centers.\n\n- A 1GW-scale AI data center configured with 400,000 GPUs (each with a TDP of 1,700W) requires more than 18,000 DRAM wafers per month, including both HBM and main", "parent_author": null, "ret_m1d": 0.017668642365276654, "ret_signed_m1d": 0.017668642365276654, "alpha_spy_m1d": 0.017567104742161166, "alpha_c_m1d": 0.0017311843140611627, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.015937458051215492, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02017938367040469, "ret_signed_p1d": 0.02017938367040469, "alpha_spy_p1d": 0.01356600067351606, "alpha_c_p1d": -0.0068404852871282555, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.027019868957532944, "ret_p1w": 0.038912911142745976, "ret_signed_p1w": 0.038912911142745976, "alpha_spy_p1w": 0.034953566771445344, "alpha_c_p1w": -0.00707894111990548, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.045991852262651456, "ret_p1m": 0.19875197363059124, "ret_signed_p1m": 0.19875197363059124, "alpha_spy_p1m": 0.1971421440055615, "alpha_c_p1m": 0.13893356038194601, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.05981841324864523, "ret_p3m": 0.3545397491823808, "ret_signed_p3m": 0.3545397491823808, "alpha_spy_p3m": 0.39585853157808853, "alpha_c_p3m": 0.29933899372377454, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": 0.055200755458606254, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19875197363059124, "alpha_spy_stated": 0.1971421440055615, "alpha_c_stated": 0.13893356038194601, "price_path": [-0.4008, -0.3935, -0.3687, -0.3516, -0.3423, -0.3422, -0.343, -0.3533, -0.3253, -0.2939, -0.305, -0.2842, -0.2664, -0.2649, -0.2293, -0.2482, -0.2785, -0.2558, -0.2639, -0.2462, -0.2178, -0.2321, -0.2311, -0.2759, -0.2371, -0.2649, -0.2853, -0.2741, -0.3353, -0.3251, -0.3025, -0.2913, -0.2747, -0.2881, -0.2775, -0.2582, -0.2593, -0.2678, -0.2666, -0.2385, -0.2361, -0.2221, -0.2221, -0.2209, -0.256, -0.2752, -0.2587, -0.2661, -0.248, -0.2055, -0.1904, -0.1899, -0.1793, -0.1603, -0.1365, -0.1208, -0.1225, -0.1299, -0.0976, -0.0355, -0.0235, 0.0206, 0.0177, 0.0, 0.0202, 0.0132, 0.0135, 0.0204, 0.0389, 0.0701, 0.0508, 0.0621, 0.1001, 0.1136, 0.1019, 0.1375, 0.1844, 0.2148, 0.2364, 0.1554, 0.2543, 0.2363, 0.146, 0.1465, 0.1988, 0.181, 0.1682, 0.2444, 0.2508, 0.2484, 0.2484, 0.2363, 0.2852, 0.3065, 0.3253, 0.359, 0.3702, 0.4534, 0.419, 0.4158, 0.31, 0.181, 0.2904, 0.2708, 0.1688, 0.2685, 0.2952, 0.2948, 0.2617, 0.3241, 0.3507, 0.4446, 0.4061, 0.383, 0.2966, 0.3096, 0.303, 0.2401, 0.213, 0.1796, 0.0922, 0.2029, 0.1764, 0.2141, 0.2352, 0.2686, 0.3545, 0.3529, 0.3858, 0.3787, 0.4263, 0.4918, 0.5063, 0.4916, 0.5029, 0.5329, 0.5299, 0.5864, 0.5672, 0.6259, 0.6519, 0.6377, 0.6358, 0.6345, 0.7611, 0.796, 1.0107, 1.0746, 1.0614, 1.2915, 1.3051, 1.3511, 1.415, 1.2578, 1.2401, 1.1403, 1.159, 1.3369, 1.3513, 1.3399, 1.4054, 1.6581, 1.694, 1.7509, 1.8896, 1.9817, 2.0109, 1.9772, 1.7355, 1.4491, 1.7362, 1.6007, 1.5712, 1.7557, 1.838, 2.0031, 2.0053, 2.1403, 2.2479, 2.3163, 2.1272, 2.0674, 2.2402, 2.2533, 2.7125, null, null, null, null, null]}
{"unit_id": "orig:2011121770376438114", "ticker_idx": 0, "ts": "2026-01-13T17:02:49+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm raising my price target to $200 a share by end of the year, making Intel a 857 billion dollar company.", "tweet_type": "prediction", "timeline": "months", "summary": "Long INTC with $200 EOY PT (~$857B mkt cap); catalysts include 18A/14A process nodes, packaging, and GPU ramp.", "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": "The first upgrade is the cheapest. If you don’t own Intel now you might join the permanent under class forever. I fully expect the entire narrative to change now that the first domino has fallen.\n\nPeople aren’t even pricing in 18 AP yet they aren’t pricing in 14A. They aren’t pricing in packaging. They aren’t pricing in GPU. \n\nI’m raising my price target to $200 a share by end of the year, making Intel a 857 billion dollar company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06830195558688978, "ret_signed_m1d": -0.06830195558688978, "alpha_spy_m1d": -0.07030546838967533, "alpha_c_m1d": -0.0660799161010267, "bench_spy_m1d": 0.0020035128027855453, "bench_c_m1d": -0.002222039485863081, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03023895702032542, "ret_signed_p1d": 0.03023895702032542, "alpha_spy_p1d": 0.03515420992346441, "alpha_c_p1d": 0.03836092132879665, "bench_spy_p1d": -0.004915252903138989, "bench_c_p1d": -0.00812196430847123, "ret_p1w": 0.02685558116254283, "ret_signed_p1w": 0.02685558116254283, "alpha_spy_p1w": 0.05019186644833196, "alpha_c_p1w": 0.02976719491988855, "bench_spy_p1w": -0.023336285285789127, "bench_c_p1w": -0.0029116137573457213, "ret_p1m": 0.021146119277651643, "ret_signed_p1m": 0.021146119277651643, "alpha_spy_p1m": 0.02375502850188549, "alpha_c_p1m": -0.038236303710339925, "bench_spy_p1m": -0.0026089092242338463, "bench_c_p1m": 0.05938242298799157, "ret_p3m": 0.31909494312640607, "ret_signed_p3m": 0.31909494312640607, "alpha_spy_p3m": 0.33704669378338725, "alpha_c_p3m": 0.20326727667707445, "bench_spy_p3m": -0.01795175065698118, "bench_c_p3m": 0.11582766644933162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.021146119277651643, "alpha_spy_stated": 0.02375502850188549, "alpha_c_stated": -0.038236303710339925, "price_path": [-0.221, -0.2174, -0.1943, -0.1939, -0.2193, -0.1931, -0.1905, -0.1639, -0.1218, -0.1258, -0.1508, -0.1544, -0.1647, -0.217, -0.1884, -0.2125, -0.1937, -0.1869, -0.199, -0.1988, -0.2406, -0.2489, -0.266, -0.2741, -0.2576, -0.2891, -0.2705, -0.2432, -0.2423, -0.2216, -0.2216, -0.1423, -0.1539, -0.0808, -0.0746, -0.1436, -0.1243, -0.1478, -0.1436, -0.1377, -0.1645, -0.2005, -0.2068, -0.211, -0.2377, -0.2328, -0.2214, -0.2309, -0.2313, -0.2354, -0.2354, -0.2345, -0.2244, -0.2112, -0.2197, -0.2197, -0.1673, -0.1675, -0.1533, -0.0985, -0.1307, -0.0368, -0.0683, 0.0, 0.0302, 0.0218, -0.007, -0.007, 0.0269, 0.1472, 0.1487, -0.0469, -0.1015, -0.0711, 0.0315, 0.029, -0.0173, 0.0321, 0.0414, 0.0277, 0.0201, 0.0698, 0.0624, -0.0034, 0.0211, -0.0171, -0.0106, -0.0106, -0.0235, -0.0387, -0.0565, -0.0672, -0.0774, -0.0247, -0.0087, -0.0387, -0.0355, -0.0379, -0.0886, -0.0362, -0.0283, -0.0818, -0.0362, -0.0108, 0.0146, -0.0431, -0.0321, -0.0324, -0.0683, -0.0478, -0.0235, -0.0723, -0.0694, -0.0683, -0.0023, -0.0675, -0.088, -0.129, -0.0668, 0.0156, 0.0653, 0.0653, 0.0738, 0.1188, 0.2466, 0.3051, 0.3191, 0.3783, 0.3493, 0.3732, 0.4485, 0.4485, 0.3893, 0.4011, 0.3802, 0.4121, 0.7454, 0.7972, 0.7873, 1.0036, 0.9979, 1.1066, 1.0254, 1.287, 1.3897, 1.318, 1.6416, 1.7372, 1.5504, 1.5437, 1.4515, 1.3001, 1.2874, 1.343, 1.5155, 1.5058, 1.5342, 1.5342, 1.612, 1.575, 1.5564, 1.425, 1.3119, 1.2823, 1.3834, 1.3637, 1.0971, 1.3318, 1.2821, 1.2635, 1.4733, 1.6342, 1.7037, 1.4752, 1.5608, 1.8334, 1.8334, 1.9803, 1.7972, 1.7839, 1.8097, 1.8097, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2018109095287603651", "ticker_idx": 0, "ts": "2026-02-01T23:47:57+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin is fucking cooked. Literally will implode in the coming days probably go down below 40k and then slow car crash from there.", "tweet_type": "prediction", "timeline": "days", "summary": "Short BTC below $40k then slow crash; short ETH on alleged intelligence-project origins.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Bitcoin is fucking cooked. Literally will implode in the coming days probably go down below 40k and then slow car crash from there. \n\nWhen you learn that Ethereum was a unit 8200 project that’s going kaboom too.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06913173159843944, "ret_signed_m1d": -0.06913173159843944, "alpha_spy_m1d": -0.07407836352638886, "alpha_c_m1d": -0.07407836352638886, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.004946631927949419, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03882661934945053, "ret_signed_p1d": 0.03882661934945053, "alpha_spy_p1d": 0.030371233448277968, "alpha_c_p1d": 0.030371233448277968, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.10888446790272044, "ret_signed_p1w": 0.10888446790272044, "alpha_spy_p1w": 0.10678500373637556, "alpha_c_p1w": 0.10678500373637556, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.13210420960266522, "ret_signed_p1m": 0.13210420960266522, "alpha_spy_p1m": 0.11041930534472533, "alpha_c_p1m": 0.11041930534472533, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.030302233026037517, "ret_signed_p3m": 0.030302233026037517, "alpha_spy_p3m": 0.06655809271399604, "alpha_c_p3m": 0.06655809271399604, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.036255859687958525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.10888446790272044, "alpha_spy_stated": 0.10678500373637556, "alpha_c_stated": 0.10678500373637556, "price_path": [0.3203, 0.2874, 0.3137, 0.347, 0.3089, 0.292, 0.267, 0.1996, 0.1704, 0.1812, 0.1624, 0.1009, 0.0814, 0.1218, 0.11, 0.1503, 0.1601, 0.1554, 0.097, 0.1609, 0.1886, 0.171, 0.136, 0.1519, 0.178, 0.1694, 0.1757, 0.1472, 0.0982, 0.1163, 0.0947, 0.0861, 0.1196, 0.1246, 0.1109, 0.1134, 0.1086, 0.1095, 0.1074, 0.1238, 0.1121, 0.1276, 0.143, 0.1931, 0.1911, 0.1604, 0.1568, 0.1503, 0.1589, 0.2114, 0.2318, 0.2143, 0.214, 0.1762, 0.1223, 0.1358, 0.1369, 0.1374, 0.1217, 0.1323, 0.1334, 0.0746, 0.0691, 0.0, -0.0388, -0.072, -0.2032, -0.1034, -0.1089, -0.1257, -0.1486, -0.1584, -0.1249, -0.1251, -0.1423, -0.1558, -0.1491, -0.1358, -0.1788, -0.1857, -0.1363, -0.1428, -0.1628, -0.126, -0.1321, -0.076, -0.0997, -0.1341, -0.1307, -0.1113, -0.1078, -0.1041, -0.0981, -0.0486, -0.0606, -0.0946, -0.1115, -0.1038, -0.0988, -0.1038, -0.0938, -0.1258, -0.157, -0.1525, -0.1329, -0.1348, -0.15, -0.1494, -0.1249, -0.0858, -0.0961, -0.088, -0.0726, -0.0534, -0.0573, -0.0494, -0.0449, -0.0198, -0.0358, -0.0297, -0.0062, -0.0053, -0.0157, -0.0168, -0.0297, -0.037, -0.0303, -0.0065, 0.0145, 0.0284, 0.0348, 0.0168, 0.019, 0.0386, 0.0227, 0.0075, 0.03, 0.0048, -0.022, -0.0246, -0.0156, -0.0146, -0.0407, -0.0179, -0.0364, -0.0552, -0.0655, -0.0676, -0.0936, -0.1523, -0.1865, -0.1892, -0.2258, -0.1982, -0.2166, -0.2191, -0.1922, -0.1925, -0.1576, -0.1663, -0.1814, -0.2007, -0.1925, -0.1873, -0.2036, -0.2249, -0.241, -0.2373, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2018109095287603651", "ticker_idx": 1, "ts": "2026-02-01T23:47:57+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ethereum was a unit 8200 project that's going kaboom too", "tweet_type": "prediction", "timeline": "days", "summary": "Short BTC below $40k then slow crash; short ETH on alleged intelligence-project origins.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Bitcoin is fucking cooked. Literally will implode in the coming days probably go down below 40k and then slow car crash from there. \n\nWhen you learn that Ethereum was a unit 8200 project that’s going kaboom too.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1527150524057055, "ret_signed_m1d": -0.1527150524057055, "alpha_spy_m1d": -0.1576616843336549, "alpha_c_m1d": -0.1576616843336549, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.004946631927949419, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04982085366444211, "ret_signed_p1d": 0.04982085366444211, "alpha_spy_p1d": 0.04136546776326955, "alpha_c_p1d": 0.04136546776326955, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.1027100797345687, "ret_signed_p1w": 0.1027100797345687, "alpha_spy_p1w": 0.10061061556822382, "alpha_c_p1w": 0.10061061556822382, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.15423752289120995, "ret_signed_p1m": 0.15423752289120995, "alpha_spy_p1m": 0.13255261863327006, "alpha_c_p1m": 0.13255261863327006, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.03758193842531388, "ret_signed_p3m": 0.03758193842531388, "alpha_spy_p3m": 0.0738377981132724, "alpha_c_p3m": 0.0738377981132724, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.036255859687958525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.1027100797345687, "alpha_spy_stated": 0.10061061556822382, "alpha_c_stated": 0.10061061556822382, "price_path": [0.461, 0.4129, 0.4653, 0.5221, 0.4568, 0.4559, 0.379, 0.3239, 0.2901, 0.3321, 0.2895, 0.2079, 0.1797, 0.2595, 0.2617, 0.2915, 0.2859, 0.2934, 0.1944, 0.2788, 0.3614, 0.337, 0.2901, 0.3331, 0.4166, 0.4185, 0.3808, 0.3156, 0.2644, 0.2644, 0.2078, 0.2059, 0.2703, 0.2823, 0.264, 0.2565, 0.2385, 0.248, 0.2517, 0.2675, 0.2656, 0.2798, 0.3327, 0.3761, 0.4059, 0.3508, 0.3242, 0.3151, 0.3191, 0.4171, 0.431, 0.4149, 0.4057, 0.3593, 0.2522, 0.2707, 0.2582, 0.2597, 0.2483, 0.2891, 0.2825, 0.2021, 0.1527, 0.0, -0.0498, -0.0857, -0.2229, -0.1198, -0.1027, -0.1386, -0.1722, -0.1695, -0.1262, -0.1478, -0.1502, -0.1665, -0.169, -0.1601, -0.2085, -0.2096, -0.1236, -0.1355, -0.1764, -0.1353, -0.1542, -0.0929, -0.1163, -0.156, -0.1499, -0.1311, -0.1249, -0.1157, -0.1074, 0.0029, -0.0112, -0.06, -0.0883, -0.0844, -0.082, -0.0805, -0.0752, -0.1215, -0.1506, -0.1369, -0.1022, -0.0877, -0.1226, -0.1241, -0.1009, -0.0437, -0.0657, -0.0662, -0.0423, 0.0112, -0.009, 0.0064, 0.0018, 0.0327, -0.0124, -0.007, 0.0135, -0.0055, -0.0122, -0.0176, -0.0234, -0.0388, -0.0376, -0.021, 0.0009, 0.0072, 0.0027, -0.0227, -0.0159, -0.0021, -0.0297, -0.037, -0.0271, -0.0516, -0.0921, -0.1, -0.0927, -0.0908, -0.1193, -0.0994, -0.1167, -0.1374, -0.1437, -0.1418, -0.1455, -0.2076, -0.2272, -0.2452, -0.3257, -0.2791, -0.3014, -0.3089, -0.2867, -0.2897, -0.2343, -0.2363, -0.2544, -0.2708, -0.2702, -0.2635, -0.2896, -0.309, -0.3325, -0.3275, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016985937733894397", "ticker_idx": 0, "ts": "2026-01-29T21:24:55+00:00", "symbol": "smaller defense companies", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "One thing I am getting bullish on are smaller defense companies", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Getting bullish on smaller defense companies; watching for opportunities.", "resolved_tickers": ["KTOS", "RCAT", "AVAV", "HII", "CACI"], "resolution_method": "basket", "resolution_reason": "Smaller US defense: Kratos, Red Cat, AeroVironment, etc.", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "There will be more opportunities. One thing I am getting bullish on are smaller defense companies. Let’s see how it goes.", "reply_text": null, "parent_text": null, "quoted_text": "@bubbleboi dude i didn't listen to you on $SNDK either time and it may be the greatest regret of my life", "parent_author": null, "ret_m1d": 0.046141620410920806, "ret_signed_m1d": 0.046141620410920806, "alpha_spy_m1d": 0.04315021448471819, "alpha_c_m1d": 0.0436029942119462, "bench_spy_m1d": 0.002991405926202617, "bench_c_m1d": 0.002538626198974603, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020154272735632306, "ret_signed_p1d": -0.020154272735632306, "alpha_spy_p1d": -0.025125495472693826, "alpha_c_p1d": -0.032787136855804144, "bench_spy_p1d": 0.00497122273706152, "bench_c_p1d": 0.012632864120171838, "ret_p1w": -0.05629534465384076, "ret_signed_p1w": -0.05629534465384076, "alpha_spy_p1w": -0.05434434678254061, "alpha_c_p1w": -0.10307949958384263, "bench_spy_p1w": -0.001950997871300153, "bench_c_p1w": 0.046784154930001876, "ret_p1m": -0.053796911399599724, "ret_signed_p1m": -0.053796911399599724, "alpha_spy_p1m": -0.04571847493613943, "alpha_c_p1m": -0.13515561603637535, "bench_spy_p1m": -0.008078436463460292, "bench_c_p1m": 0.08135870463677564, "ret_p3m": -0.2536242246771363, "ret_signed_p3m": -0.2536242246771363, "alpha_spy_p3m": -0.284772000573259, "alpha_c_p3m": -0.2836500161179605, "bench_spy_p3m": 0.03114777589612272, "bench_c_p3m": 0.03002579144082418, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.053796911399599724, "alpha_spy_stated": -0.04571847493613943, "alpha_c_stated": -0.13515561603637535, "price_path": [-0.0841, -0.1236, -0.1629, -0.138, -0.1291, -0.1442, -0.1524, -0.1965, -0.205, -0.2239, -0.2176, -0.2224, -0.2468, -0.2377, -0.2066, -0.1982, -0.1966, -0.1966, -0.1935, -0.2262, -0.2272, -0.2134, -0.174, -0.1958, -0.1835, -0.181, -0.2044, -0.193, -0.2217, -0.2365, -0.2443, -0.2643, -0.2588, -0.2203, -0.1762, -0.1725, -0.1783, -0.1783, -0.2013, -0.2166, -0.2254, -0.2279, -0.2279, -0.1868, -0.0941, -0.0783, -0.0879, -0.0067, 0.0334, 0.0564, 0.078, 0.1071, 0.1231, 0.1459, 0.1459, 0.1015, 0.0999, 0.1154, 0.0858, 0.0485, 0.0921, 0.0899, 0.0461, 0.0, -0.0202, 0.0206, -0.0592, -0.1282, -0.0563, -0.0096, -0.0508, -0.1055, -0.121, -0.0995, -0.0995, -0.0829, -0.0568, -0.0011, -0.0416, -0.0474, -0.0429, -0.064, -0.039, -0.0701, -0.0538, -0.0325, -0.0362, -0.0537, -0.0352, -0.0393, -0.0609, -0.0466, -0.0395, -0.0525, -0.0499, -0.0044, -0.0121, -0.0466, -0.1073, -0.0858, -0.0927, -0.088, -0.1341, -0.1762, -0.2183, -0.1811, -0.1882, -0.1704, -0.1704, -0.1479, -0.1717, -0.1453, -0.189, -0.1906, -0.1643, -0.1681, -0.1582, -0.1475, -0.1779, -0.1808, -0.1823, -0.175, -0.1957, -0.2273, -0.2308, -0.2377, -0.2536, -0.2226, -0.2428, -0.2484, -0.2958, -0.2845, -0.307, -0.3072, -0.296, -0.284, -0.3213, -0.3072, -0.3322, -0.3298, -0.3406, -0.329, -0.3335, -0.3118, -0.3118, -0.2994, -0.2843, -0.1882, -0.1986, -0.1991, -0.199, -0.2367, -0.1991, -0.2533, -0.2633, -0.282, -0.3014, -0.2624, -0.2897, -0.2813, -0.3038, -0.3032, -0.3163, -0.3163, -0.3564, -0.3569, -0.3835, -0.4033, -0.4033, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2014413790536724775", "ticker_idx": 0, "ts": "2026-01-22T19:04:08+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This thing is ripping past $60. buy as much 20 & 10 delta calls you can get", "tweet_type": "prediction", "timeline": "days", "summary": "Strongly bullish INTC into earnings; expects >7.5% move up, targeting past $60, recommends buying OTM calls.", "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": "Market is pricing in less than 7.5% move in Intel post earnings. This is the easiest money I ever seen, buy as much 20 & 10 delta calls you can get.\n\nThis thing is ripping past $60.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0012886541829434384, "ret_signed_m1d": -0.0012886541829434384, "alpha_spy_m1d": 0.0039074628317058435, "alpha_c_m1d": 0.0009208057054804764, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1702871879964567, "ret_signed_p1d": -0.1702871879964567, "alpha_spy_p1d": -0.17064992318543037, "alpha_c_p1d": -0.16350994025133458, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": -0.10419734681904669, "ret_signed_p1w": -0.10419734681904669, "alpha_spy_p1w": -0.11154146531242293, "alpha_c_p1w": -0.14069002697934851, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": -0.18796021984229683, "ret_signed_p1m": -0.18796021984229683, "alpha_spy_p1m": -0.18861337473449724, "alpha_c_p1m": -0.21827150337606283, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.2198085881532863, "ret_signed_p3m": 0.2198085881532863, "alpha_spy_p3m": 0.1951012721683667, "alpha_c_p3m": 0.0662908998222862, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.10419734681904669, "alpha_spy_stated": -0.11154146531242293, "alpha_c_stated": -0.14069002697934851, "price_path": [-0.2721, -0.2355, -0.239, -0.2607, -0.2638, -0.2728, -0.3183, -0.2934, -0.3144, -0.298, -0.2922, -0.3027, -0.3025, -0.3389, -0.3461, -0.361, -0.368, -0.3536, -0.3811, -0.3649, -0.3411, -0.3404, -0.3223, -0.3223, -0.2533, -0.2634, -0.1997, -0.1944, -0.2544, -0.2377, -0.2581, -0.2544, -0.2493, -0.2726, -0.3039, -0.3095, -0.3131, -0.3363, -0.3321, -0.3222, -0.3304, -0.3308, -0.3343, -0.3343, -0.3336, -0.3247, -0.3133, -0.3207, -0.3207, -0.275, -0.2752, -0.2629, -0.2152, -0.2432, -0.1615, -0.1889, -0.1294, -0.1031, -0.1105, -0.1355, -0.1355, -0.106, -0.0013, 0.0, -0.1703, -0.2178, -0.1913, -0.102, -0.1042, -0.1445, -0.1014, -0.0933, -0.1053, -0.1119, -0.0687, -0.0751, -0.1324, -0.111, -0.1443, -0.1386, -0.1386, -0.1499, -0.1631, -0.1786, -0.188, -0.1968, -0.151, -0.137, -0.1631, -0.1603, -0.1624, -0.2066, -0.1609, -0.1541, -0.2007, -0.1609, -0.1388, -0.1167, -0.167, -0.1574, -0.1576, -0.1889, -0.171, -0.1499, -0.1924, -0.1898, -0.1889, -0.1314, -0.1881, -0.206, -0.2417, -0.1876, -0.1158, -0.0725, -0.0725, -0.0652, -0.026, 0.0852, 0.1362, 0.1484, 0.1999, 0.1747, 0.1955, 0.261, 0.261, 0.2095, 0.2198, 0.2016, 0.2294, 0.5195, 0.5646, 0.556, 0.7443, 0.7393, 0.8339, 0.7633, 0.991, 1.0804, 1.018, 1.2997, 1.3829, 1.2204, 1.2145, 1.1342, 1.0024, 0.9913, 1.0398, 1.19, 1.1815, 1.2062, 1.2062, 1.2739, 1.2417, 1.2255, 1.1112, 1.0127, 0.9869, 1.0749, 1.0578, 0.8257, 1.03, 0.9867, 0.9705, 1.1532, 1.2933, 1.3538, 1.1548, 1.2294, 1.4667, 1.4667, 1.5946, 1.4352, 1.4236, 1.4461, 1.4461, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2010523845242081648", "ticker_idx": 0, "ts": "2026-01-12T01:26:53+00:00", "symbol": "SI=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy silver now...", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy silver now as author sees USD reserve currency status ending and runaway inflation ahead.", "resolved_tickers": ["SI=F"], "resolution_method": "exchange_ticker", "resolution_reason": "Silver futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "America is done. \n\nThis is third world level's of corruption. Reserver currency status is over. Inflation through the roof. Buy silver now...", "reply_text": null, "parent_text": null, "quoted_text": "Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH", "parent_author": null, "ret_m1d": -0.06767519068075911, "ret_signed_m1d": -0.06767519068075911, "alpha_spy_m1d": -0.06610722007288183, "alpha_c_m1d": -0.06610722007288183, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014974568985650416, "ret_signed_p1d": 0.014974568985650416, "alpha_spy_p1d": 0.01697407575103227, "alpha_c_p1d": 0.01697407575103227, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": 0.041141741904104245, "ret_signed_p1w": 0.041141741904104245, "alpha_spy_p1w": 0.04617656578633378, "alpha_c_p1w": 0.04617656578633378, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.05190873725721601, "ret_signed_p1m": -0.05190873725721601, "alpha_spy_p1m": -0.04753564922542863, "alpha_c_p1m": -0.04753564922542863, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.09848717791033756, "ret_signed_p3m": -0.09848717791033756, "alpha_spy_p3m": -0.07922084057281242, "alpha_c_p3m": -0.07922084057281242, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05190873725721601, "alpha_spy_stated": -0.04753564922542863, "alpha_c_stated": -0.04753564922542863, "price_path": [-0.3964, -0.3733, -0.4107, -0.3958, -0.4392, -0.4391, -0.427, -0.4282, -0.4497, -0.443, -0.436, -0.4276, -0.4328, -0.434, -0.443, -0.4343, -0.4351, -0.4325, -0.407, -0.4017, -0.3697, -0.3727, -0.4021, -0.4017, -0.4037, -0.3997, -0.4061, -0.4106, -0.4056, -0.398, -0.3746, -0.3746, -0.3329, -0.3096, -0.3147, -0.3154, -0.3281, -0.3095, -0.3171, -0.2889, -0.2864, -0.2444, -0.2748, -0.2561, -0.259, -0.2171, -0.2366, -0.21, -0.1974, -0.1669, -0.1605, -0.1605, -0.096, -0.1744, -0.0855, -0.1711, -0.1711, -0.1661, -0.0998, -0.0482, -0.0883, -0.1169, -0.0677, 0.0, 0.015, 0.074, 0.0859, 0.0411, 0.0411, 0.1134, 0.0898, 0.1343, 0.1928, 0.3601, 0.2472, 0.3369, 0.3478, -0.0747, -0.0926, -0.0185, -0.0053, -0.0955, -0.0931, -0.0301, -0.0519, -0.0101, -0.1071, -0.0799, -0.0799, -0.1319, -0.0839, -0.0833, -0.0275, 0.0226, 0.0336, 0.0748, 0.0282, 0.0954, 0.0434, -0.0199, -0.0234, -0.0345, -0.0094, -0.0068, 0.0529, 0.0054, 0.0007, -0.0437, -0.0514, -0.06, -0.0871, -0.162, -0.1802, -0.1839, -0.1813, -0.1448, -0.2002, -0.1781, -0.1688, -0.1172, -0.1033, -0.1403, -0.1403, -0.1412, -0.1511, -0.1109, -0.0985, -0.0979, -0.1074, -0.0617, -0.0605, -0.071, -0.0339, -0.0551, -0.0969, -0.0794, -0.1081, -0.0972, -0.1135, -0.1348, -0.1541, -0.1309, -0.1023, -0.1364, -0.1359, -0.0922, -0.058, -0.0498, 0.0103, 0.0061, 0.0506, 0.0036, -0.088, -0.0891, -0.1156, -0.1035, -0.0969, -0.103, -0.103, -0.0982, -0.1183, -0.106, -0.1063, -0.1135, -0.1099, -0.1316, -0.128, -0.1852, -0.1913, -0.2307, -0.2365, -0.2449, -0.198, -0.1719, -0.1739, -0.1644, -0.2169, -0.2169, -0.2255, -0.267, -0.3139, -0.3104, -0.3001, null, null, null, null, null, null, null]}
{"unit_id": "quote:1993377515231232034", "ticker_idx": 0, "ts": "2025-11-25T17:53:29+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Doubling the short position.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Doubling short on NVDA in response to Nvidia's statement about Google TPUs.", "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": "Doubling the short position.", "reply_text": null, "parent_text": null, "quoted_text": "Nvidia just sent out a statement on the topic of Google TPUs.\n\n“We’re delighted by Google’s success – they’ve made great advances in AI and we continue to supply to Google.\n\nNVIDIA is a generation ahead of the industry.\n\nNVIDIA is the only platform that runs every AI model and", "parent_author": null, "ret_m1d": 0.026599982627025787, "ret_signed_m1d": -0.026599982627025787, "alpha_spy_m1d": -0.03591817329273472, "alpha_c_m1d": -0.02921763754530715, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.0026176549182813647, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013721728427074753, "ret_signed_p1d": -0.013721728427074753, "alpha_spy_p1d": -0.006818146009069492, "alpha_c_p1d": 0.008924578981445164, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.022646307408519917, "ret_p1w": 0.020470123682345465, "ret_signed_p1w": -0.020470123682345465, "alpha_spy_p1w": -0.010825821870628083, "alpha_c_p1w": 0.03664578493220083, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.057115908614546296, "ret_p1m": 0.060738392649324346, "ret_signed_p1m": -0.060738392649324346, "alpha_spy_p1m": -0.03496129859775765, "alpha_c_p1m": 0.013651031282923887, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.07438942393224823, "ret_p3m": 0.06754349494237655, "ret_signed_p3m": -0.06754349494237655, "alpha_spy_p3m": -0.04317787776039439, "alpha_c_p3m": 0.1568951597014805, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.22443865464385704, "ret_p6m": 0.25685830810084953, "ret_signed_p6m": -0.25685830810084953, "alpha_spy_p6m": -0.15248997773248063, "alpha_c_p6m": 0.40902488078158084, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.6658831888824304, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.060738392649324346, "alpha_spy_stated": -0.03496129859775765, "alpha_c_stated": 0.013651031282923887, "price_path": [0.0132, -0.0205, -0.0205, -0.0396, -0.0405, -0.0347, -0.0608, -0.0535, -0.0398, -0.0028, -0.0037, 0.0, -0.0004, -0.0165, -0.0423, -0.0089, -0.0065, 0.0326, 0.0034, -0.0048, -0.0007, 0.0021, 0.0227, 0.0493, 0.053, 0.0623, 0.0551, 0.0434, 0.0406, 0.0635, 0.0829, 0.03, 0.059, 0.0124, 0.0113, 0.0224, 0.0304, 0.0271, 0.0188, 0.0138, 0.0244, 0.0475, 0.0769, 0.1305, 0.1643, 0.141, 0.1387, 0.1634, 0.1174, 0.0978, 0.0577, 0.0581, 0.1194, 0.0863, 0.0899, 0.0508, 0.0695, 0.0494, 0.0199, 0.0489, 0.0159, 0.006, 0.0266, 0.0, 0.0137, 0.0137, -0.0046, 0.0118, 0.0205, 0.01, 0.0313, 0.0259, 0.0435, 0.0403, 0.0336, 0.0175, -0.0157, -0.0085, -0.0005, -0.0386, -0.0206, 0.0179, 0.0331, 0.0641, 0.0607, 0.0607, 0.0715, 0.0585, 0.0547, 0.0489, 0.0489, 0.0621, 0.058, 0.053, 0.0636, 0.0407, 0.0396, 0.0401, 0.045, 0.03, 0.052, 0.0474, 0.0474, 0.0015, 0.031, 0.0395, 0.0555, 0.0487, 0.0602, 0.0771, 0.0827, 0.0749, 0.0439, 0.0142, -0.0204, -0.0334, 0.0427, 0.0688, 0.0603, 0.0688, 0.0513, 0.0281, 0.0281, 0.0403, 0.0572, 0.0567, 0.0675, 0.0773, 0.0846, 0.0998, 0.0398, -0.0035, 0.0263, 0.0126, 0.0294, 0.0311, 0.0001, 0.0272, 0.0391, 0.0463, 0.03, 0.0138, 0.0305, 0.0232, 0.0146, 0.0043, -0.0287, -0.0122, -0.0146, 0.0049, -0.0369, -0.0578, -0.071, -0.0191, -0.0115, -0.0023, -0.0023, -0.0009, 0.0017, 0.0241, 0.0344, 0.0609, 0.0647, 0.1052, 0.1185, 0.1156, 0.1343, 0.1364, 0.1242, 0.1389, 0.1228, 0.1714, 0.2183, 0.1989, 0.1769, 0.1224, 0.1161, 0.1163, 0.1052, 0.1689, 0.1895, 0.2103, 0.2342, 0.2417, 0.2701, 0.3259, 0.2673, 0.2504, 0.2408, 0.2569]}
{"unit_id": "orig:1990527227709325721", "ticker_idx": 0, "ts": "2025-11-17T21:07:27+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I think it's a nothing burger flat after earnings with lower forward guidance for next year", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects NVDA flat post-earnings with lower forward guidance; bearish vs market's +8% upside pricing.", "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": "Market pricing in Nvidia +8% upside on earnings or -7% downside. \n\nI think it’s a nothing burger flat after earnings with lower forward guidance for next year.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.028892792694206193, "ret_signed_m1d": -0.028892792694206193, "alpha_spy_m1d": -0.02042412245742309, "alpha_c_m1d": -0.007860164979707651, "bench_spy_m1d": 0.008468670236783105, "bench_c_m1d": 0.021032627714498542, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028451698075282472, "ret_signed_p1d": -0.028451698075282472, "alpha_spy_p1d": -0.024588427839450144, "alpha_c_p1d": -0.009999307828602255, "bench_spy_p1d": 0.003863270235832328, "bench_c_p1d": 0.018452390246680217, "ret_p1w": -0.01951919507139943, "ret_signed_p1w": 0.01951919507139943, "alpha_spy_p1w": 0.04215284765416494, "alpha_c_p1w": 0.03968182387890751, "bench_spy_p1w": 0.022633652582765507, "bench_c_p1w": 0.020162628807508076, "ret_p1m": -0.057402281240951814, "ret_signed_p1m": 0.057402281240951814, "alpha_spy_p1m": 0.07455181861720805, "alpha_c_p1m": 0.0752545265490474, "bench_spy_p1m": 0.01714953737625624, "bench_c_p1m": 0.017852245308095593, "ret_p3m": 0.008051324678072902, "ret_signed_p3m": -0.008051324678072902, "alpha_spy_p3m": 0.027829996838739657, "alpha_c_p3m": 0.21907414272130832, "bench_spy_p3m": 0.03588132151681256, "bench_c_p3m": 0.22712546739938122, "ret_p6m": 0.24533967444757243, "ret_signed_p6m": -0.24533967444757243, "alpha_spy_p6m": -0.11436048363566109, "alpha_c_p6m": 0.47760810816659416, "bench_spy_p6m": 0.13097919081191134, "bench_c_p6m": 0.7229477826141666, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.057402281240951814, "alpha_spy_stated": 0.07455181861720805, "alpha_c_stated": 0.0752545265490474, "price_path": [-0.0352, -0.0186, -0.0086, 0.0022, 0.0013, -0.0066, -0.0396, -0.0396, -0.0584, -0.0593, -0.0535, -0.0791, -0.072, -0.0585, -0.0223, -0.0231, -0.0195, -0.0199, -0.0357, -0.061, -0.0282, -0.0259, 0.0124, -0.0162, -0.0242, -0.0202, -0.0175, 0.0027, 0.0288, 0.0324, 0.0415, 0.0345, 0.023, 0.0203, 0.0427, 0.0618, 0.0099, 0.0384, -0.0073, -0.0084, 0.0025, 0.0103, 0.0071, -0.0011, -0.006, 0.0044, 0.027, 0.0559, 0.1085, 0.1416, 0.1187, 0.1165, 0.1407, 0.0956, 0.0764, 0.0371, 0.0374, 0.0975, 0.0651, 0.0686, 0.0303, 0.0486, 0.0289, 0.0, 0.0285, -0.004, -0.0137, 0.0066, -0.0195, -0.0061, -0.0061, -0.024, -0.0079, 0.0006, -0.0098, 0.0112, 0.0058, 0.0232, 0.02, 0.0134, -0.0023, -0.0349, -0.0279, -0.02, -0.0574, -0.0398, -0.002, 0.0129, 0.0433, 0.04, 0.04, 0.0506, 0.0379, 0.0341, 0.0284, 0.0284, 0.0414, 0.0373, 0.0325, 0.0428, 0.0203, 0.0194, 0.0198, 0.0246, 0.0099, 0.0314, 0.0269, 0.0269, -0.0181, 0.0109, 0.0192, 0.0349, 0.0282, 0.0395, 0.0561, 0.0615, 0.0539, 0.0235, -0.0056, -0.0395, -0.0522, 0.0224, 0.0479, 0.0396, 0.048, 0.0308, 0.0081, 0.0081, 0.02, 0.0366, 0.0361, 0.0467, 0.0562, 0.0634, 0.0784, 0.0195, -0.0229, 0.0062, -0.0072, 0.0093, 0.011, -0.0195, 0.0072, 0.0189, 0.0259, 0.0099, -0.006, 0.0104, 0.0033, -0.0052, -0.0153, -0.0476, -0.0314, -0.0339, -0.0147, -0.0557, -0.0762, -0.0892, -0.0383, -0.0308, -0.0218, -0.0218, -0.0204, -0.0179, 0.0041, 0.0142, 0.0402, 0.044, 0.0837, 0.0967, 0.0938, 0.1122, 0.1143, 0.1022, 0.1167, 0.1009, 0.1485, 0.1945, 0.1755, 0.1539, 0.1005, 0.0944, 0.0945, 0.0836, 0.1461, 0.1663, 0.1867, 0.2101, 0.2175, 0.2453]}
{"unit_id": "quote:2009644794465947981", "ticker_idx": 0, "ts": "2026-01-09T15:13:51+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The stock price is still too low! Buy it. Borrow if you have to!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish INTC; price still too low, urges buying even on margin.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "There will be many more intellionaires. The stock price is still too low! Buy it. Borrow if you have to!", "reply_text": null, "parent_text": null, "quoted_text": "Hey @bubbleboi nothing can stop me I'm all the way up $INTC https://t.co/tqaEryR9TI", "parent_author": null, "ret_m1d": -0.09747527334965345, "ret_signed_m1d": -0.09747527334965345, "alpha_spy_m1d": -0.09090533983933258, "alpha_c_m1d": -0.07116627020937416, "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": -0.032711259906174406, "ret_signed_p1d": -0.032711259906174406, "alpha_spy_p1d": -0.034281692906838246, "alpha_c_p1d": -0.03641097327365295, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.003699713367478541, "ret_p1w": 0.030954991680107513, "ret_signed_p1w": 0.030954991680107513, "alpha_spy_p1w": 0.034427289415250306, "alpha_c_p1w": 0.002256534785030073, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": 0.02869845689507744, "ret_p1m": 0.10296383139322551, "ret_signed_p1m": 0.10296383139322551, "alpha_spy_p1m": 0.1031367522978246, "alpha_c_p1m": 0.05818197891617927, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": 0.04478185247704625, "ret_p3m": 0.2941822557699705, "ret_signed_p3m": 0.2941822557699705, "alpha_spy_p3m": 0.31754266766827244, "alpha_c_p3m": 0.20759880142194476, "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": 0.10296383139322551, "alpha_spy_stated": 0.1031367522978246, "alpha_c_stated": 0.05818197891617927, "price_path": [-0.2178, -0.1844, -0.1912, -0.1875, -0.1636, -0.1631, -0.1895, -0.1622, -0.1596, -0.1319, -0.0883, -0.0924, -0.1183, -0.1221, -0.1328, -0.187, -0.1574, -0.1824, -0.1629, -0.1559, -0.1684, -0.1682, -0.2116, -0.2202, -0.238, -0.2463, -0.2292, -0.2619, -0.2426, -0.2143, -0.2134, -0.1919, -0.1919, -0.1095, -0.1216, -0.0457, -0.0393, -0.1109, -0.0909, -0.1153, -0.1109, -0.1047, -0.1326, -0.1699, -0.1765, -0.1809, -0.2086, -0.2035, -0.1917, -0.2015, -0.202, -0.2061, -0.2061, -0.2053, -0.1947, -0.1811, -0.1899, -0.1899, -0.1355, -0.1357, -0.121, -0.0641, -0.0975, 0.0, -0.0327, 0.0382, 0.0696, 0.0608, 0.031, 0.031, 0.0661, 0.191, 0.1925, -0.0105, -0.0672, -0.0356, 0.0709, 0.0683, 0.0202, 0.0716, 0.0812, 0.067, 0.0591, 0.1106, 0.103, 0.0347, 0.0602, 0.0204, 0.0272, 0.0272, 0.0138, -0.002, -0.0204, -0.0316, -0.0422, 0.0125, 0.0292, -0.002, 0.0013, -0.0011, -0.0538, 0.0007, 0.0088, -0.0468, 0.0007, 0.027, 0.0533, -0.0066, 0.0048, 0.0046, -0.0327, -0.0114, 0.0138, -0.0369, -0.0338, -0.0327, 0.0358, -0.0318, -0.0531, -0.0957, -0.0312, 0.0544, 0.106, 0.106, 0.1148, 0.1616, 0.2942, 0.355, 0.3695, 0.431, 0.4009, 0.4257, 0.5038, 0.5038, 0.4424, 0.4547, 0.4329, 0.4661, 0.8121, 0.8659, 0.8555, 1.0801, 1.0742, 1.187, 1.1027, 1.3743, 1.481, 1.4066, 1.7425, 1.8417, 1.6479, 1.6408, 1.5451, 1.3879, 1.3748, 1.4325, 1.6116, 1.6015, 1.631, 1.631, 1.7117, 1.6733, 1.654, 1.5177, 1.4002, 1.3695, 1.4744, 1.454, 1.1772, 1.4209, 1.3693, 1.3499, 1.5677, 1.7348, 1.807, 1.5697, 1.6586, 1.9416, 1.9416, 2.0942, 1.9041, 1.8902, 1.917, 1.917, null, null, null, null, null, null]}
{"unit_id": "quote:2011472372050583868", "ticker_idx": 0, "ts": "2026-01-14T16:15:59+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It already happened my sources on the ground tell me.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author claims META's multi-billion GOOGL TPU deal is already done, bullish for GOOGL.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "It already happened my sources on the ground tell me.", "reply_text": null, "parent_text": null, "quoted_text": "The $GOOGL big deal win streak not over. \n\n$META multi billion deal for $GOOGL TPUs probably imminent. https://t.co/TP3ZfNAwk6", "parent_author": null, "ret_m1d": 0.0003871525760568151, "ret_signed_m1d": 0.0003871525760568151, "alpha_spy_m1d": -0.004552379375848847, "alpha_c_m1d": -0.0017561938034944546, "bench_spy_m1d": 0.004939531951905662, "bench_c_m1d": 0.0021433463795512697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0091115062200543, "ret_signed_p1d": -0.0091115062200543, "alpha_spy_p1d": -0.011834803728041465, "alpha_c_p1d": -0.005425008341723103, "bench_spy_p1d": 0.0027232975079871657, "bench_c_p1d": -0.0036864978783311964, "ret_p1w": -0.022212913171640314, "ret_signed_p1w": -0.022212913171640314, "alpha_spy_p1w": -0.01502834950451759, "alpha_c_p1w": -0.004980353017119854, "bench_spy_p1w": -0.007184563667122723, "bench_c_p1w": -0.01723256015452046, "ret_p1m": -0.07991902824430441, "ret_signed_p1m": -0.07991902824430441, "alpha_spy_p1m": -0.06675209810630678, "alpha_c_p1m": -0.06277225720789492, "bench_spy_p1m": -0.013166930137997634, "bench_c_p1m": -0.01714677103640949, "ret_p3m": -0.04259115077486475, "ret_signed_p3m": -0.04259115077486475, "alpha_spy_p3m": -0.03913467829483486, "alpha_c_p3m": -0.030128965585237588, "bench_spy_p3m": -0.003456472480029893, "bench_c_p3m": -0.012462185189627162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07991902824430441, "alpha_spy_stated": -0.06675209810630678, "alpha_c_stated": -0.06277225720789492, "price_path": [-0.2463, -0.2366, -0.2547, -0.2511, -0.2469, -0.2266, -0.1987, -0.2041, -0.183, -0.1624, -0.1633, -0.1557, -0.1741, -0.154, -0.1527, -0.1703, -0.1368, -0.1332, -0.1468, -0.1711, -0.1775, -0.1519, -0.1541, -0.1287, -0.1387, -0.1083, -0.052, -0.0376, -0.0479, -0.0479, -0.0473, -0.063, -0.0603, -0.0489, -0.0549, -0.044, -0.0659, -0.0559, -0.0465, -0.0697, -0.0791, -0.0822, -0.0872, -0.1165, -0.0994, -0.0854, -0.0776, -0.064, -0.0648, -0.0648, -0.0665, -0.0663, -0.0655, -0.068, -0.068, -0.0616, -0.0575, -0.064, -0.0413, -0.031, -0.0216, -0.0119, 0.0004, 0.0, -0.0091, -0.0174, -0.0174, -0.0412, -0.0222, -0.0158, -0.0236, -0.0077, -0.0038, 0.0005, 0.0072, 0.0064, 0.0234, 0.0115, -0.0083, -0.0137, -0.0386, -0.0343, -0.0514, -0.0741, -0.0799, -0.0897, -0.0897, -0.1007, -0.0968, -0.0982, -0.0621, -0.0725, -0.0743, -0.0683, -0.0847, -0.0717, -0.0873, -0.0961, -0.0974, -0.1041, -0.1111, -0.0871, -0.0851, -0.0802, -0.0955, -0.0993, -0.0895, -0.0736, -0.0832, -0.0848, -0.1031, -0.1, -0.1346, -0.1331, -0.1629, -0.1825, -0.1851, -0.1432, -0.1139, -0.1187, -0.1187, -0.1061, -0.0898, -0.0545, -0.051, -0.0547, -0.0426, -0.008, 0.0045, 0.0012, 0.0181, 0.0054, -0.0099, 0.0111, 0.0098, 0.0262, 0.0439, 0.0422, 0.0427, 0.1466, 0.1492, 0.142, 0.1574, 0.186, 0.1859, 0.1943, 0.158, 0.1542, 0.1997, 0.1951, 0.1823, 0.1828, 0.1551, 0.1588, 0.1551, 0.1411, 0.1411, 0.1587, 0.1586, 0.1625, 0.1333, 0.1215, 0.0782, 0.0697, 0.109, 0.0981, 0.0832, 0.086, 0.0625, 0.0667, 0.0724, 0.1012, 0.1128, 0.0846, 0.0973, 0.0973, 0.0426, 0.032, 0.0295, 0.0248, 0.0248, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2011825443851153751", "ticker_idx": 0, "ts": "2026-01-15T15:38:58+00:00", "symbol": "2330.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "when 14A comes out they might need to go back to their roots", "tweet_type": "prediction", "timeline": "years", "summary": "Bearish TSMC: Intel 14A will force TSMC back to razor-thin margins; implied bullish on Intel Foundry's competitive threat.", "resolved_tickers": ["2330.TW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Bro what type of Fortune 500 CEO comments on a competitor to this level of detail? Holy shit the hubris. \n\nTSMC forgets that until very recently they had razor thin margins doing small volume barely staying alive. Unfortunately for them when 14A comes out they might need to go back to their roots.", "reply_text": null, "parent_text": null, "quoted_text": "TSMC CEO on CC.Wei on Intel Foundry - It takes time, they're a formidable competitor & we don't underestimate their progress. But we're not afraid of it. I agree IFS is not a threat to TSMC, at least with status quo but if USG acted on their goals to onshore, it'll be in ~5 yrs. https://t.co/5wadHVBstF", "parent_author": null, "ret_m1d": -0.028735655707914254, "ret_signed_m1d": 0.028735655707914254, "alpha_spy_m1d": 0.026019754407171303, "alpha_c_m1d": 0.008403178010242707, "bench_spy_m1d": -0.002715901300742951, "bench_c_m1d": -0.020332477697671547, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011494276397569392, "ret_signed_p1d": -0.011494276397569392, "alpha_spy_p1d": -0.012332181586731439, "alpha_c_p1d": -0.0014541387886291002, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.010040137608940292, "ret_p1w": 0.017241449882363424, "ret_signed_p1w": -0.017241449882363424, "alpha_spy_p1w": -0.02195075537215374, "alpha_c_p1w": -0.0010713139047326958, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": 0.01617013597763073, "ret_p1m": 0.10057472440568138, "ret_signed_p1m": -0.10057472440568138, "alpha_spy_p1m": -0.11572846090617162, "alpha_c_p1m": -0.07204366450782329, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.02853105989785809, "ret_p3m": 0.1993024379386139, "ret_signed_p3m": -0.1993024379386139, "alpha_spy_p3m": -0.19335564230327296, "alpha_c_p3m": -0.05906885194345768, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.14023358599515623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1523, -0.1637, -0.1694, -0.1694, -0.1523, -0.1551, -0.1379, -0.1379, -0.1408, -0.1351, -0.1379, -0.1637, -0.1608, -0.1637, -0.1551, -0.1608, -0.1551, -0.1637, -0.1809, -0.1723, -0.1952, -0.2009, -0.1666, -0.2067, -0.2124, -0.1895, -0.1752, -0.178, -0.1752, -0.1923, -0.1809, -0.1694, -0.1723, -0.1637, -0.1437, -0.1523, -0.1379, -0.1552, -0.1494, -0.1667, -0.1753, -0.1782, -0.1782, -0.1782, -0.158, -0.1437, -0.1408, -0.1408, -0.1322, -0.1207, -0.1264, -0.1092, -0.1092, -0.0891, -0.0402, -0.0201, -0.0374, -0.0316, -0.0345, -0.0287, -0.0172, -0.0172, -0.0287, 0.0, 0.0115, 0.0201, 0.0, 0.0115, 0.0172, 0.0086, 0.023, 0.046, 0.0374, 0.0201, 0.0144, 0.0345, 0.0259, 0.0144, 0.023, 0.0431, 0.0805, 0.1006, 0.1006, 0.1006, 0.1006, 0.1006, 0.1006, 0.1006, 0.1006, 0.092, 0.1293, 0.158, 0.1466, 0.1466, 0.1351, 0.1121, 0.0718, 0.092, 0.0862, 0.0402, 0.0632, 0.1149, 0.0833, 0.0718, 0.0603, 0.0782, 0.0984, 0.0667, 0.0609, 0.0436, 0.0436, 0.0638, 0.0609, 0.0494, 0.0263, 0.0148, 0.0696, 0.0436, 0.0436, 0.0436, 0.0725, 0.1243, 0.1272, 0.1532, 0.1474, 0.1849, 0.1993, 0.2022, 0.1705, 0.1676, 0.182, 0.182, 0.1993, 0.2598, 0.306, 0.2771, 0.257, 0.231, 0.231, 0.3117, 0.2973, 0.2973, 0.3319, 0.3204, 0.2887, 0.3002, 0.28, 0.3089, 0.306, 0.2916, 0.2714, 0.2598, 0.2858, 0.3002, 0.3319, 0.3089, 0.3262, 0.3233, 0.3579, 0.3579, 0.3723, 0.3982, 0.3752, 0.3636, 0.3233, 0.329, 0.3002, 0.3008, 0.3355, 0.373, 0.3875, 0.3788, 0.3933, 0.3933, 0.4511, 0.4395, 0.3817, 0.3817, 0.3528, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2011825443851153751", "ticker_idx": 1, "ts": "2026-01-15T15:38:58+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "when 14A comes out they might need to go back to their roots", "tweet_type": "prediction", "timeline": "years", "summary": "Bearish TSMC: Intel 14A will force TSMC back to razor-thin margins; implied bullish on Intel Foundry's competitive threat.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Bro what type of Fortune 500 CEO comments on a competitor to this level of detail? Holy shit the hubris. \n\nTSMC forgets that until very recently they had razor thin margins doing small volume barely staying alive. Unfortunately for them when 14A comes out they might need to go back to their roots.", "reply_text": null, "parent_text": null, "quoted_text": "TSMC CEO on CC.Wei on Intel Foundry - It takes time, they're a formidable competitor & we don't underestimate their progress. But we're not afraid of it. I agree IFS is not a threat to TSMC, at least with status quo but if USG acted on their goals to onshore, it'll be in ~5 yrs. https://t.co/5wadHVBstF", "parent_author": null, "ret_m1d": 0.008278177326266567, "ret_signed_m1d": 0.008278177326266567, "alpha_spy_m1d": 0.010994078627009518, "alpha_c_m1d": 0.028610655023938114, "bench_spy_m1d": -0.002715901300742951, "bench_c_m1d": -0.020332477697671547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02814570817344686, "ret_signed_p1d": -0.02814570817344686, "alpha_spy_p1d": -0.027307802984284812, "alpha_c_p1d": -0.03818584578238715, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.010040137608940292, "ret_p1w": 0.12417218621470072, "ret_signed_p1w": 0.12417218621470072, "alpha_spy_p1w": 0.12888149170449104, "alpha_c_p1w": 0.10800205023706999, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": 0.01617013597763073, "ret_p1m": -0.03166388222185279, "ret_signed_p1m": -0.03166388222185279, "alpha_spy_p1m": -0.016510145721362557, "alpha_c_p1m": -0.06019494211971088, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.02853105989785809, "ret_p3m": 0.32057122881410116, "ret_signed_p3m": 0.32057122881410116, "alpha_spy_p3m": 0.3146244331787602, "alpha_c_p3m": 0.18033764281894493, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.14023358599515623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2115, -0.2111, -0.2359, -0.2103, -0.2078, -0.1817, -0.1405, -0.1445, -0.1689, -0.1724, -0.1825, -0.2337, -0.2057, -0.2293, -0.2109, -0.2043, -0.2161, -0.2159, -0.2568, -0.2649, -0.2817, -0.2895, -0.2734, -0.3042, -0.286, -0.2593, -0.2585, -0.2382, -0.2382, -0.1606, -0.172, -0.1004, -0.0944, -0.1618, -0.143, -0.166, -0.1618, -0.156, -0.1823, -0.2175, -0.2237, -0.2279, -0.2539, -0.2492, -0.238, -0.2473, -0.2477, -0.2517, -0.2517, -0.2508, -0.2409, -0.2281, -0.2363, -0.2363, -0.185, -0.1852, -0.1714, -0.1178, -0.1492, -0.0573, -0.0882, -0.0213, 0.0083, 0.0, -0.0281, -0.0281, 0.005, 0.1227, 0.1242, -0.0673, -0.1207, -0.0909, 0.0095, 0.007, -0.0383, 0.0101, 0.0192, 0.0058, -0.0017, 0.047, 0.0397, -0.0246, -0.0006, -0.0381, -0.0317, -0.0317, -0.0443, -0.0592, -0.0766, -0.0871, -0.0971, -0.0455, -0.0298, -0.0592, -0.0561, -0.0584, -0.108, -0.0567, -0.049, -0.1014, -0.0567, -0.0319, -0.007, -0.0635, -0.0528, -0.053, -0.0882, -0.0681, -0.0443, -0.0921, -0.0892, -0.0882, -0.0236, -0.0873, -0.1074, -0.1476, -0.0867, -0.006, 0.0426, 0.0426, 0.0509, 0.095, 0.22, 0.2773, 0.291, 0.3489, 0.3206, 0.344, 0.4176, 0.4176, 0.3597, 0.3713, 0.3508, 0.382, 0.7082, 0.7589, 0.7492, 0.9609, 0.9553, 1.0617, 0.9822, 1.2382, 1.3388, 1.2686, 1.5853, 1.6788, 1.4961, 1.4894, 1.3992, 1.251, 1.2386, 1.293, 1.4619, 1.4524, 1.4801, 1.4801, 1.5563, 1.5201, 1.5019, 1.3733, 1.2626, 1.2337, 1.3326, 1.3133, 1.0524, 1.2821, 1.2334, 1.2152, 1.4205, 1.578, 1.6461, 1.4224, 1.5062, 1.773, 1.773, 1.9168, 1.7376, 1.7245, 1.7498, 1.7498, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1990814338748166296", "ticker_idx": 0, "ts": "2025-11-18T16:08:20+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Google was always going to win.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GOOGL; author endorses thesis that Google wins AI race with full-stack TPU advantage.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "Google was always going to win. \n\nOnce a big bureaucracy sorts themselves out and laser focuses they always do a slam dunk.", "reply_text": null, "parent_text": null, "quoted_text": "If these leaked benchmarks for Gemini 3 Pro are correct (could not verify yet) $GOOGL about to drop a model that dwarfs other models and claims the num 1 spot while being both trained and inferenced on TPUs.\n\n$GOOGL about to disrupt the whole AI supply chain with its full stack. https://t.co/nAIFbfy4a8", "parent_author": null, "ret_m1d": 0.0026029633339270664, "ret_signed_m1d": 0.0026029633339270664, "alpha_spy_m1d": -0.005865706902856038, "alpha_c_m1d": 0.008237509767191842, "bench_spy_m1d": 0.008468670236783105, "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": 0.030005606051610068, "ret_signed_p1d": 0.030005606051610068, "alpha_spy_p1d": 0.02614233581577774, "alpha_c_p1d": 0.03555064310780365, "bench_spy_p1d": 0.003863270235832328, "bench_c_p1d": -0.00554503705619358, "ret_p1w": 0.1377515086431289, "ret_signed_p1w": 0.1377515086431289, "alpha_spy_p1w": 0.1151178560603634, "alpha_c_p1w": 0.11548157562781558, "bench_spy_p1w": 0.022633652582765507, "bench_c_p1w": 0.022269933015313326, "ret_p1m": 0.04444237211275426, "ret_signed_p1m": 0.04444237211275426, "alpha_spy_p1m": 0.027292834736498017, "alpha_c_p1m": 0.008667401991672818, "bench_spy_p1m": 0.01714953737625624, "bench_c_p1m": 0.03577497012108144, "ret_p3m": 0.07612204929367183, "ret_signed_p3m": 0.07612204929367183, "alpha_spy_p3m": 0.040240727776859275, "alpha_c_p3m": 0.04803028868691395, "bench_spy_p3m": 0.03588132151681256, "bench_c_p3m": 0.028091760606757887, "ret_p6m": 0.4182038133197721, "ret_signed_p6m": 0.4182038133197721, "alpha_spy_p6m": 0.28722462250786074, "alpha_c_p6m": 0.3672083244546698, "bench_spy_p6m": 0.13097919081191134, "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": 0.04444237211275426, "alpha_spy_stated": 0.027292834736498017, "alpha_c_stated": 0.008667401991672818, "price_path": [-0.298, -0.2757, -0.2673, -0.272, -0.2708, -0.2562, -0.2517, -0.2517, -0.2572, -0.1893, -0.1836, -0.1741, -0.1767, -0.1571, -0.1587, -0.1545, -0.1529, -0.1149, -0.1165, -0.1222, -0.1134, -0.104, -0.1117, -0.1147, -0.1306, -0.1354, -0.1328, -0.1415, -0.1449, -0.1385, -0.1357, -0.1369, -0.1191, -0.1355, -0.1395, -0.1504, -0.1678, -0.1412, -0.1366, -0.117, -0.1154, -0.109, -0.0975, -0.119, -0.1146, -0.1098, -0.0857, -0.0528, -0.0591, -0.0342, -0.0098, -0.0109, -0.002, -0.0237, 0.0001, 0.0017, -0.0192, 0.0205, 0.0247, 0.0085, -0.0201, -0.0277, 0.0026, 0.0, 0.03, 0.0182, 0.0541, 0.1207, 0.1378, 0.1255, 0.1255, 0.1263, 0.1077, 0.1109, 0.1243, 0.1173, 0.1301, 0.1043, 0.1161, 0.1271, 0.0997, 0.0887, 0.0849, 0.0791, 0.0444, 0.0646, 0.0812, 0.0904, 0.1065, 0.1056, 0.1056, 0.1035, 0.1037, 0.1047, 0.1017, 0.1017, 0.1093, 0.1142, 0.1065, 0.1334, 0.1455, 0.1566, 0.1681, 0.1826, 0.1821, 0.1714, 0.1616, 0.1616, 0.1334, 0.1559, 0.1635, 0.1543, 0.1731, 0.1776, 0.1827, 0.1906, 0.1897, 0.2098, 0.1958, 0.1723, 0.166, 0.1365, 0.1416, 0.1214, 0.0946, 0.0877, 0.0761, 0.0761, 0.0631, 0.0677, 0.066, 0.1087, 0.0964, 0.0944, 0.1014, 0.082, 0.0974, 0.0789, 0.0686, 0.067, 0.0591, 0.0508, 0.0791, 0.0815, 0.0874, 0.0692, 0.0648, 0.0763, 0.0952, 0.0838, 0.0818, 0.0603, 0.064, 0.0231, 0.0248, -0.0105, -0.0337, -0.0366, 0.0129, 0.0475, 0.0418, 0.0418, 0.0567, 0.076, 0.1177, 0.1219, 0.1175, 0.1318, 0.1727, 0.1875, 0.1836, 0.2035, 0.1885, 0.1705, 0.1952, 0.1937, 0.2131, 0.2341, 0.2321, 0.2326, 0.3554, 0.3586, 0.35, 0.3682, 0.4021, 0.4019, 0.4118, 0.369, 0.3644, 0.4182]}
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{"unit_id": "quote:2014019973526552990", "ticker_idx": 0, "ts": "2026-01-21T16:59:15+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sooner rather than later", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses Intel hitting $100/share sooner rather than later; bullish.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Sooner rather than later", "reply_text": null, "parent_text": null, "quoted_text": "Me when intel's stock hits $100 per share https://t.co/tr4EuUDYhA", "parent_author": null, "ret_m1d": -0.10488476731260798, "ret_signed_m1d": -0.10488476731260798, "alpha_spy_m1d": -0.09347533552999143, "alpha_c_m1d": -0.0761733542863785, "bench_spy_m1d": -0.011409431782616553, "bench_c_m1d": -0.028711413026229482, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0012903169552851423, "ret_signed_p1d": 0.0012903169552851423, "alpha_spy_p1d": -0.003932940717429334, "alpha_c_p1d": -0.0009240354559703068, "bench_spy_p1d": 0.005223257672714476, "bench_c_p1d": 0.002214352411255449, "ret_p1w": -0.10082951558899766, "ret_signed_p1w": -0.10082951558899766, "alpha_spy_p1w": -0.11544863898768798, "alpha_c_p1w": -0.13740307933120166, "bench_spy_p1w": 0.014619123398690315, "bench_c_p1w": 0.036573563742203996, "ret_p1m": -0.1775115404260873, "ret_signed_p1m": -0.1775115404260873, "alpha_spy_p1m": -0.17616922273743052, "alpha_c_p1m": -0.19808731153536374, "bench_spy_p1m": -0.00134231768865678, "bench_c_p1m": 0.02057577110927644, "ret_p3m": 0.2110598515805011, "ret_signed_p3m": 0.2110598515805011, "alpha_spy_p3m": 0.17421209407644933, "alpha_c_p3m": 0.05672949577315611, "bench_spy_p3m": 0.03684775750405178, "bench_c_p3m": 0.154330355807345, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1775115404260873, "alpha_spy_stated": -0.17616922273743052, "alpha_c_stated": -0.19808731153536374, "price_path": [-0.2944, -0.2712, -0.2345, -0.238, -0.2597, -0.2629, -0.2719, -0.3174, -0.2925, -0.3135, -0.2971, -0.2912, -0.3018, -0.3016, -0.3381, -0.3453, -0.3602, -0.3672, -0.3528, -0.3803, -0.3641, -0.3403, -0.3395, -0.3215, -0.3215, -0.2524, -0.2625, -0.1987, -0.1934, -0.2535, -0.2367, -0.2571, -0.2535, -0.2483, -0.2717, -0.303, -0.3086, -0.3123, -0.3355, -0.3312, -0.3213, -0.3296, -0.33, -0.3335, -0.3335, -0.3327, -0.3239, -0.3124, -0.3198, -0.3198, -0.2741, -0.2743, -0.2619, -0.2142, -0.2422, -0.1604, -0.1878, -0.1283, -0.1019, -0.1093, -0.1344, -0.1344, -0.1049, 0.0, 0.0013, -0.1692, -0.2168, -0.1902, -0.1008, -0.103, -0.1434, -0.1003, -0.0922, -0.1041, -0.1108, -0.0675, -0.0739, -0.1312, -0.1099, -0.1432, -0.1375, -0.1375, -0.1488, -0.162, -0.1775, -0.1869, -0.1958, -0.1499, -0.1359, -0.162, -0.1593, -0.1613, -0.2055, -0.1598, -0.153, -0.1996, -0.1598, -0.1377, -0.1156, -0.1659, -0.1563, -0.1565, -0.1878, -0.17, -0.1488, -0.1913, -0.1888, -0.1878, -0.1303, -0.1871, -0.205, -0.2407, -0.1865, -0.1147, -0.0713, -0.0713, -0.064, -0.0247, 0.0866, 0.1377, 0.1499, 0.2015, 0.1762, 0.1971, 0.2627, 0.2627, 0.2111, 0.2214, 0.2031, 0.231, 0.5215, 0.5666, 0.558, 0.7465, 0.7416, 0.8363, 0.7655, 0.9935, 1.0831, 1.0206, 1.3027, 1.386, 1.2232, 1.2173, 1.137, 1.005, 0.9939, 1.0424, 1.1928, 1.1843, 1.209, 1.209, 1.2769, 1.2446, 1.2284, 1.1139, 1.0153, 0.9895, 1.0776, 1.0605, 0.828, 1.0326, 0.9893, 0.9731, 1.1559, 1.2962, 1.3569, 1.1576, 1.2323, 1.4699, 1.4699, 1.598, 1.4383, 1.4267, 1.4492, 1.4492, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2008941724715086335", "ticker_idx": 0, "ts": "2026-01-07T16:40:06+00:00", "symbol": "Mitsubishi", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yeah short them too I couldn't find their ticker lol", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short Mitsubishi alongside other shorts; couldn't find the ticker.", "resolved_tickers": ["8058.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Mitsubishi Corp (trading house) on TSE; context ambiguous re: which entity", "bench_c": "XLI", "bench_c_reason": "industry='Conglomerates'", "bench_c_industry": "Conglomerates", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@calmchurro Yeah short them too I couldn’t find their ticker lol", "reply_text": null, "parent_text": "@bubbleboi mitsubishi?", "quoted_text": null, "parent_author": "calmchurro", "ret_m1d": 0.008290988622799533, "ret_signed_m1d": -0.008290988622799533, "alpha_spy_m1d": -0.005057152354057459, "alpha_c_m1d": 0.010895067762414445, "bench_spy_m1d": 0.003233836268742074, "bench_c_m1d": 0.01918605638521398, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01150041420662129, "ret_signed_p1d": -0.01150041420662129, "alpha_spy_p1d": -0.011601941520894554, "alpha_c_p1d": -0.003951759148826506, "bench_spy_p1d": -0.00010152731427326422, "bench_c_p1d": 0.007548655057794784, "ret_p1w": 0.10671302159346197, "ret_signed_p1w": -0.10671302159346197, "alpha_spy_p1w": -0.10558198417739884, "alpha_c_p1w": -0.07337334552823038, "bench_spy_p1w": 0.0011310374160631298, "bench_c_p1w": 0.03333967606523158, "ret_p1m": 0.2631719749237216, "ret_signed_p1m": -0.2631719749237216, "alpha_spy_p1m": -0.28051588335160094, "alpha_c_p1m": -0.2040412778510532, "bench_spy_p1m": -0.017343908427879362, "bench_c_p1m": 0.05913069707266838, "ret_p3m": 0.4649056963002509, "ret_signed_p3m": -0.4649056963002509, "alpha_spy_p3m": -0.5067434029752936, "alpha_c_p3m": -0.42651766237216737, "bench_spy_p3m": -0.04183770667504272, "bench_c_p3m": 0.03838803392808354, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2631719749237216, "alpha_spy_stated": -0.28051588335160094, "alpha_c_stated": -0.2040412778510532, "price_path": [-0.0433, -0.0591, -0.0377, -0.0476, -0.0455, -0.027, -0.0297, -0.0177, -0.0112, -0.0152, 0.0088, -0.016, -0.0214, -0.0155, -0.0072, -0.0072, -0.0457, -0.0447, -0.0267, -0.0273, -0.0179, -0.027, -0.0094, -0.0021, 0.0029, -0.0177, -0.0382, -0.0396, -0.0324, -0.0217, -0.0217, -0.027, -0.0147, -0.0174, -0.0099, -0.0195, -0.0163, -0.0185, 0.0265, 0.0013, 0.0214, 0.019, 0.0008, -0.0048, 0.0064, 0.011, -0.0326, -0.0372, -0.0297, -0.0326, -0.0358, -0.0457, -0.0607, -0.0578, -0.0562, -0.0455, -0.0409, -0.0409, -0.0409, -0.0409, -0.023, 0.0128, 0.0083, 0.0, 0.0115, 0.0115, 0.0642, 0.0845, 0.1067, 0.0845, 0.1014, 0.0939, 0.0821, 0.0917, 0.0781, 0.0457, 0.0719, 0.0933, 0.085, 0.0957, 0.0915, 0.1257, 0.1599, 0.237, 0.2632, 0.3172, 0.3739, 0.3739, 0.3811, 0.3528, 0.318, 0.3078, 0.3105, 0.3311, 0.3348, 0.3348, 0.3726, 0.3803, 0.3803, 0.4148, 0.4239, 0.4215, 0.3247, 0.3677, 0.3568, 0.3153, 0.3846, 0.3961, 0.3694, 0.3937, 0.3841, 0.4167, 0.5277, 0.4434, 0.4434, 0.41, 0.4512, 0.486, 0.5124, 0.5411, 0.5308, 0.4357, 0.4825, 0.4573, 0.4784, 0.4595, 0.4649, 0.4679, 0.4617, 0.433, 0.4244, 0.4023, 0.3472, 0.3734, 0.3372, 0.3258, 0.308, 0.2816, 0.294, 0.3366, 0.2988, 0.3267, 0.3267, 0.3474, 0.4093, 0.4093, 0.4093, 0.4093, 0.4576, 0.4174, 0.4182, 0.4852, 0.5834, 0.5883, 0.5794, 0.4852, 0.4903, 0.4679, 0.4611, 0.4668, 0.4366, 0.4004, 0.3836, 0.3604, 0.3677, 0.3288, 0.3296, 0.3445, 0.3221, 0.3121, 0.305, 0.2975, 0.2462, 0.2435, 0.2645, 0.2767, 0.2408, 0.2448, 0.234, 0.2259, 0.2446, 0.2397, 0.2232, 0.1881, 0.1889, null, null, null, null, null]}
{"unit_id": "quote:1990143607827767687", "ticker_idx": 0, "ts": "2025-11-16T19:43:05+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "INTEL GETTING CUSTOMERS FOR ADVANCED PACKAGING AND LOGIC", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish INTC on Apple job posting signaling an advanced-packaging/logic foundry partnership coming to fruition.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "ALHAMDULILLAH !!! INTEL GETTING CUSTOMERS FOR ADVANCED PACKAGING AND LOGIC 🤲🧎‍➡️", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: $AAPL Apple has just posted a job opening that requires knowledge of EMIB, a process exclusive to $INTC Intel.  \n\nThe Apple x Intel foundry partnership might actually be coming to fruition, under our eyesights. 🚀\n\nJob was posted Nov 11, 2025 and is the first EMIB https://t.co/RkujZ668w8", "parent_author": null, "ret_m1d": 0.023336254527686284, "ret_signed_m1d": 0.023336254527686284, "alpha_spy_m1d": 0.013932110702584488, "alpha_c_m1d": 0.009583551304688909, "bench_spy_m1d": 0.009404143825101796, "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": -0.010947774803830468, "ret_signed_p1d": -0.010947774803830468, "alpha_spy_p1d": -0.002550220683686266, "alpha_c_p1d": 0.009651594054320922, "bench_spy_p1d": -0.008397554120144202, "bench_c_p1d": -0.02059936885815139, "ret_p1w": 0.031115006036915194, "ret_signed_p1w": 0.031115006036915194, "alpha_spy_p1w": 0.026518049158763324, "alpha_c_p1w": 0.03458250798899298, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": -0.0034675019520777894, "ret_p1m": 0.07490643495814608, "ret_signed_p1m": 0.07490643495814608, "alpha_spy_p1m": 0.055076673240154195, "alpha_c_p1m": 0.040701263481151884, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.0342051714769942, "ret_p3m": 0.33909538369964753, "ret_signed_p3m": 0.33909538369964753, "alpha_spy_p3m": 0.31263607130728754, "alpha_c_p3m": 0.1419938144809465, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.19710156921870103, "ret_p6m": 2.4747912357135684, "ret_signed_p6m": 2.4747912357135684, "alpha_spy_p6m": 2.359549102723358, "alpha_c_p6m": 1.8203791799687024, "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": 0.07490643495814608, "alpha_spy_stated": 0.055076673240154195, "alpha_c_stated": 0.040701263481151884, "price_path": [-0.3218, -0.323, -0.2855, -0.2927, -0.2985, -0.2841, -0.2818, -0.2985, -0.2985, -0.3025, -0.3086, -0.291, -0.2944, -0.2947, -0.2959, -0.2864, -0.291, -0.3063, -0.2864, -0.272, -0.2826, -0.1193, -0.1478, -0.1714, -0.1547, -0.1005, -0.0207, 0.0228, -0.0066, -0.0334, 0.0354, 0.0746, 0.0611, 0.0542, 0.0709, 0.0784, 0.089, 0.0478, 0.0723, 0.0265, 0.0703, 0.0614, 0.0663, 0.0977, 0.0982, 0.0637, 0.0994, 0.1029, 0.1392, 0.1965, 0.191, 0.157, 0.1521, 0.138, 0.0668, 0.1057, 0.0729, 0.0985, 0.1077, 0.0913, 0.0916, 0.0346, 0.0233, 0.0, -0.0109, 0.0115, -0.0314, -0.0061, 0.0311, 0.0323, 0.0605, 0.0605, 0.1685, 0.1527, 0.2524, 0.2607, 0.1668, 0.193, 0.161, 0.1668, 0.1749, 0.1383, 0.0893, 0.0807, 0.0749, 0.0386, 0.0452, 0.0608, 0.0478, 0.0472, 0.0418, 0.0418, 0.0429, 0.0568, 0.0746, 0.0631, 0.0631, 0.1345, 0.1343, 0.1536, 0.2282, 0.1844, 0.3123, 0.2694, 0.3624, 0.4036, 0.3921, 0.3529, 0.3529, 0.399, 0.563, 0.565, 0.2985, 0.2241, 0.2656, 0.4054, 0.4019, 0.3388, 0.4062, 0.4189, 0.4002, 0.3898, 0.4575, 0.4474, 0.3578, 0.3912, 0.3391, 0.348, 0.348, 0.3305, 0.3097, 0.2855, 0.2708, 0.257, 0.3287, 0.3506, 0.3097, 0.314, 0.3109, 0.2417, 0.3132, 0.3238, 0.2509, 0.3132, 0.3477, 0.3823, 0.3037, 0.3186, 0.3184, 0.2694, 0.2973, 0.3305, 0.2639, 0.2679, 0.2694, 0.3593, 0.2705, 0.2426, 0.1867, 0.2714, 0.3838, 0.4515, 0.4515, 0.463, 0.5243, 0.6984, 0.7782, 0.7972, 0.8778, 0.8384, 0.8709, 0.9735, 0.9735, 0.8928, 0.909, 0.8804, 0.9239, 1.378, 1.4486, 1.435, 1.7298, 1.722, 1.8701, 1.7594, 2.1158, 2.2558, 2.1582, 2.599, 2.7292, 2.4748]}
{"unit_id": "quote:2005839960826364162", "ticker_idx": 0, "ts": "2025-12-30T03:14:48+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ASML & Intel are bonded to the hip. They will move pari passu.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both ASML and Intel as co-moving on Intel 14A/EMIB wins; will rise together.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "ASML & Intel are bonded to the hip. They will move pari passu.", "reply_text": null, "parent_text": null, "quoted_text": "This is a very bullish piece on ASML, but if you look closely, it’s also bullish on Intel.\n\nAccording to the article, Broadcom-designed AWS chips will be packaged using Intel’s EMIB. It even claims that Nvidia’s “Nintendo Switch 3” chip will go into mass production on Intel 14A. https://t.co/2eZvvzCSyU", "parent_author": null, "ret_m1d": -0.012630666988134087, "ret_signed_m1d": -0.012630666988134087, "alpha_spy_m1d": -0.013853373787687917, "alpha_c_m1d": -0.01510787351295384, "bench_spy_m1d": 0.0012227067995538299, "bench_c_m1d": 0.002477206524819753, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0032666288508975683, "ret_signed_p1d": 0.0032666288508975683, "alpha_spy_p1d": 0.0106754818197351, "alpha_c_p1d": 0.012019464438000838, "bench_spy_p1d": -0.0074088529688375315, "bench_c_p1d": -0.00875283558710327, "ret_p1w": 0.15527001426261422, "ret_signed_p1w": 0.15527001426261422, "alpha_spy_p1w": 0.14828316930165775, "alpha_c_p1w": 0.08835746651563658, "bench_spy_p1w": 0.006986844960956473, "bench_c_p1w": 0.06691254774697764, "ret_p1m": 0.3005227179733949, "ret_signed_p1m": 0.3005227179733949, "alpha_spy_p1m": 0.2882812704457367, "alpha_c_p1m": 0.15376097818499446, "bench_spy_p1m": 0.012241447527658211, "bench_c_p1m": 0.14676173978840046, "ret_p3m": 0.24993308876468157, "ret_signed_p3m": 0.24993308876468157, "alpha_spy_p3m": 0.3244418401836556, "alpha_c_p3m": 0.21982105629950865, "bench_spy_p3m": -0.07450875141897406, "bench_c_p3m": 0.03011203246517291, "ret_p6m": 0.6978720126292663, "ret_signed_p6m": 0.6978720126292663, "alpha_spy_p6m": 0.6249084803731177, "alpha_c_p6m": -0.005686895931565017, "bench_spy_p6m": 0.0729635322561486, "bench_c_p6m": 0.7035589085608314, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3005227179733949, "alpha_spy_stated": 0.2882812704457367, "alpha_c_stated": 0.15376097818499446, "price_path": [-0.0461, -0.0434, -0.0247, -0.0492, -0.0742, -0.0763, -0.1153, -0.0826, -0.0798, -0.0511, -0.0463, -0.0482, -0.0228, -0.0328, -0.0543, -0.0351, -0.0278, -0.013, -0.012, 0.0011, 0.0208, -0.0003, 0.0088, -0.0004, -0.0128, -0.0252, -0.0518, -0.0345, -0.0343, -0.029, -0.0402, -0.0482, -0.0457, -0.0575, -0.0346, -0.0311, -0.0919, -0.0649, -0.0633, -0.0099, -0.0231, -0.0163, 0.009, 0.0225, 0.049, 0.0424, 0.0361, 0.0488, 0.0376, 0.0301, 0.0245, 0.0075, 0.0137, -0.0107, -0.0483, -0.028, -0.0183, -0.0244, -0.0166, -0.0211, -0.0211, -0.0211, -0.0126, 0.0, 0.0033, 0.0033, 0.0739, 0.1468, 0.1553, 0.1453, 0.103, 0.1777, 0.1829, 0.2006, 0.1805, 0.2515, 0.2709, 0.2199, 0.2413, 0.2574, 0.2809, 0.2829, 0.2827, 0.3258, 0.3005, 0.2979, 0.3236, 0.3336, 0.2962, 0.2419, 0.2517, 0.2999, 0.3136, 0.3007, 0.3169, 0.2863, 0.2979, 0.3029, 0.3075, 0.3572, 0.35, 0.369, 0.362, 0.3775, 0.4048, 0.3437, 0.3448, 0.3197, 0.2667, 0.3082, 0.2931, 0.2506, 0.2512, 0.3084, 0.3071, 0.287, 0.2861, 0.3055, 0.3016, 0.2986, 0.2741, 0.2301, 0.2816, 0.3101, 0.321, 0.2711, 0.2499, 0.2124, 0.2203, 0.2949, 0.2659, 0.2659, 0.2659, 0.2144, 0.3221, 0.3463, 0.3847, 0.3736, 0.4002, 0.3411, 0.333, 0.3563, 0.3574, 0.3487, 0.3627, 0.3343, 0.3655, 0.325, 0.2805, 0.3032, 0.3357, 0.3357, 0.2975, 0.343, 0.426, 0.4205, 0.4417, 0.4267, 0.3832, 0.45, 0.4938, 0.4278, 0.3816, 0.3648, 0.4566, 0.4699, 0.5396, 0.5632, 0.5187, 0.504, 0.52, 0.5132, 0.5233, 0.5973, 0.6229, 0.6369, 0.5978, 0.655, 0.6483, 0.647, 0.7221, 0.7807, 0.7726, 0.7387, 0.81, 0.8314, 0.8115, 0.8093, 0.7055, 0.6979]}
{"unit_id": "quote:2005839960826364162", "ticker_idx": 1, "ts": "2025-12-30T03:14:48+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ASML & Intel are bonded to the hip. They will move pari passu.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both ASML and Intel as co-moving on Intel 14A/EMIB wins; will rise together.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "ASML & Intel are bonded to the hip. They will move pari passu.", "reply_text": null, "parent_text": null, "quoted_text": "This is a very bullish piece on ASML, but if you look closely, it’s also bullish on Intel.\n\nAccording to the article, Broadcom-designed AWS chips will be packaged using Intel’s EMIB. It even claims that Nvidia’s “Nintendo Switch 3” chip will go into mass production on Intel 14A. https://t.co/2eZvvzCSyU", "parent_author": null, "ret_m1d": -0.016621955618399742, "ret_signed_m1d": -0.016621955618399742, "alpha_spy_m1d": -0.017844662417953572, "alpha_c_m1d": -0.019099162143219495, "bench_spy_m1d": 0.0012227067995538299, "bench_c_m1d": 0.002477206524819753, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01072379944673596, "ret_signed_p1d": -0.01072379944673596, "alpha_spy_p1d": -0.0033149464778984283, "alpha_c_p1d": -0.0019709638596326906, "bench_spy_p1d": -0.0074088529688375315, "bench_c_p1d": -0.00875283558710327, "ret_p1w": 0.07345849154185458, "ret_signed_p1w": 0.07345849154185458, "alpha_spy_p1w": 0.0664716465808981, "alpha_c_p1w": 0.0065459437948769406, "bench_spy_p1w": 0.006986844960956473, "bench_c_p1w": 0.06691254774697764, "ret_p1m": 0.30777479295039845, "ret_signed_p1m": 0.30777479295039845, "alpha_spy_p1m": 0.29553334542274023, "alpha_c_p1m": 0.161013053161998, "bench_spy_p1m": 0.012241447527658211, "bench_c_p1m": 0.14676173978840046, "ret_p3m": 0.15630032038344144, "ret_signed_p3m": 0.15630032038344144, "alpha_spy_p3m": 0.2308090718024155, "alpha_c_p3m": 0.12618828791826853, "bench_spy_p3m": -0.07450875141897406, "bench_c_p3m": 0.03011203246517291, "ret_p6m": 2.5294905251815534, "ret_signed_p6m": 2.5294905251815534, "alpha_spy_p6m": 2.4565269929254048, "alpha_c_p6m": 1.825931616620722, "bench_spy_p6m": 0.0729635322561486, "bench_c_p6m": 0.7035589085608314, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.30777479295039845, "alpha_spy_stated": 0.29553334542274023, "alpha_c_stated": 0.161013053161998, "price_path": [0.0, -0.0126, -0.019, -0.0035, 0.0035, 0.0134, -0.0249, -0.0021, -0.0448, -0.004, -0.0123, -0.0078, 0.0214, 0.022, -0.0102, 0.0231, 0.0263, 0.0601, 0.1134, 0.1083, 0.0767, 0.0721, 0.059, -0.0072, 0.029, -0.0016, 0.0223, 0.0308, 0.0155, 0.0158, -0.0373, -0.0477, -0.0694, -0.0796, -0.0587, -0.0987, -0.0751, -0.0405, -0.0394, -0.0131, -0.0131, 0.0874, 0.0727, 0.1654, 0.1732, 0.0858, 0.1102, 0.0804, 0.0858, 0.0933, 0.0592, 0.0137, 0.0056, 0.0003, -0.0335, -0.0273, -0.0129, -0.0249, -0.0255, -0.0306, -0.0306, -0.0295, -0.0166, 0.0, -0.0107, -0.0107, 0.0558, 0.0555, 0.0735, 0.1429, 0.1021, 0.2212, 0.1812, 0.2678, 0.3062, 0.2954, 0.259, 0.259, 0.3019, 0.4544, 0.4563, 0.2083, 0.1391, 0.1777, 0.3078, 0.3046, 0.2458, 0.3086, 0.3204, 0.3029, 0.2933, 0.3563, 0.3469, 0.2635, 0.2946, 0.2461, 0.2544, 0.2544, 0.2381, 0.2188, 0.1962, 0.1826, 0.1697, 0.2365, 0.2568, 0.2188, 0.2228, 0.2198, 0.1555, 0.222, 0.2319, 0.1641, 0.222, 0.2542, 0.2863, 0.2131, 0.2271, 0.2268, 0.1812, 0.2072, 0.2381, 0.1761, 0.1799, 0.1812, 0.2649, 0.1823, 0.1563, 0.1043, 0.1831, 0.2877, 0.3507, 0.3507, 0.3614, 0.4185, 0.5804, 0.6547, 0.6724, 0.7475, 0.7107, 0.741, 0.8365, 0.8365, 0.7614, 0.7764, 0.7499, 0.7903, 1.2129, 1.2786, 1.266, 1.5402, 1.533, 1.6708, 1.5678, 1.8995, 2.0298, 1.9389, 2.3491, 2.4702, 2.2335, 2.2249, 2.108, 1.9161, 1.9, 1.9705, 2.1893, 2.1769, 2.2129, 2.2129, 2.3115, 2.2646, 2.241, 2.0745, 1.9311, 1.8936, 2.0217, 1.9968, 1.6587, 1.9563, 1.8933, 1.8697, 2.1357, 2.3397, 2.4279, 2.1381, 2.2466, 2.5922, 2.5922, 2.7786, 2.5464, 2.5295]}
{"unit_id": "orig:2008272560992248076", "ticker_idx": 0, "ts": "2026-01-05T20:21:05+00:00", "symbol": "CMG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would be short Chipotle, Yum Brands, & Dominos", "tweet_type": "prediction", "timeline": "months", "summary": "Short fast-food (CMG, Yum, DPZ) and long apparel (LULU, VSCO) on GLP-1 oral drug adoption reducing caloric intake and driving clothing demand.", "resolved_tickers": ["CMG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "original", "lang": "en", "tweet_text": "Trade Idea. \n\nWith Novo Nordisk release of an oral GLP-1 drug \"Wegovy\" for $149 a month imminent & Eli Lilly to look to fight back with their own oral GLP-1 drug the real trade is not going long either company... but shorting the fatty foods that are target towards middle class people.\n\nI would be short Chipotle, Yum Brands, & Dominos & go long Lululemon, Victoria's Secret, & similar fashion brands as former fatties will need new clothes to wear & will want to show off some skin. \n\nWe could see a huge resurgence in heroine chic and deathly looking women this summer.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019869237164266695, "ret_signed_m1d": 0.019869237164266695, "alpha_spy_m1d": 0.013253094933536325, "alpha_c_m1d": 0.00365974283266457, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.016209494331602126, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009673174689797781, "ret_signed_p1d": -0.009673174689797781, "alpha_spy_p1d": -0.0037260163904266896, "alpha_c_p1d": -0.0032725603653016577, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.006400614324496123, "ret_p1w": 0.05464052686504295, "ret_signed_p1w": -0.05464052686504295, "alpha_spy_p1w": -0.04382222336475272, "alpha_c_p1w": -0.019561566619440418, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03507896024560253, "ret_p1m": 0.024052239710988577, "ret_signed_p1m": -0.024052239710988577, "alpha_spy_p1m": -0.021420379480628915, "alpha_c_p1m": -0.01831663420053342, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.005735605510455155, "ret_p3m": -0.1330718994140625, "ret_signed_p3m": 0.1330718994140625, "alpha_spy_p3m": 0.08930564657525264, "alpha_c_p3m": 0.03388033338643637, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.09919156602762613, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.024052239710988577, "alpha_spy_stated": -0.021420379480628915, "alpha_c_stated": -0.01831663420053342, "price_path": [0.0714, 0.069, 0.041, 0.0693, 0.1007, 0.092, 0.0918, 0.0944, 0.0884, 0.1075, 0.0878, 0.0928, 0.0769, 0.0735, 0.0525, 0.0395, -0.1495, -0.1715, -0.1762, -0.1702, -0.1642, -0.201, -0.2003, -0.2031, -0.2207, -0.1812, -0.1796, -0.1746, -0.2018, -0.1958, -0.1895, -0.2065, -0.1731, -0.1846, -0.1268, -0.1103, -0.1103, -0.0975, -0.1048, -0.1075, -0.1129, -0.1072, -0.1127, -0.1213, -0.1182, -0.1127, -0.0884, -0.0552, -0.0604, -0.0677, -0.0327, -0.0162, -0.0159, -0.0086, -0.012, -0.0092, -0.0092, -0.0115, -0.029, -0.0316, -0.0327, -0.0327, -0.0199, 0.0, 0.0097, 0.0162, 0.0243, 0.0486, 0.0546, 0.0303, 0.0612, 0.0552, 0.0447, 0.0447, 0.0196, 0.0646, 0.0599, 0.0685, 0.0384, 0.0366, 0.0238, 0.0222, 0.0162, 0.0068, 0.0241, 0.0439, 0.0052, 0.0298, 0.035, 0.005, -0.0269, -0.063, -0.051, -0.051, -0.0097, 0.0123, -0.0073, -0.0186, -0.0429, -0.046, -0.0196, -0.0052, -0.0269, -0.0408, -0.0345, -0.0403, -0.0311, -0.0753, -0.0774, -0.0923, -0.115, -0.1488, -0.1498, -0.109, -0.1004, -0.1467, -0.1388, -0.1276, -0.1278, -0.1435, -0.1503, -0.159, -0.1932, -0.1854, -0.1631, -0.1469, -0.1331, -0.1331, -0.1242, -0.1357, -0.1166, -0.1048, -0.1088, -0.0957, -0.0871, -0.0784, -0.0829, -0.0633, -0.0633, -0.0575, -0.0821, -0.1137, -0.1056, -0.1205, -0.1407, -0.1375, -0.1114, -0.1378, -0.1639, -0.1553, -0.1441, -0.1302, -0.1506, -0.1655, -0.1459, -0.1605, -0.161, -0.1464, -0.1176, -0.1362, -0.1383, -0.1425, -0.1401, -0.1401, -0.1553, -0.1454, -0.1524, -0.1671, -0.2013, -0.235, -0.2486, -0.2633, -0.2329, -0.2348, -0.2188, -0.2047, -0.183, -0.1574, -0.1443, -0.1475, -0.1671, -0.1506, -0.1506, -0.2016, -0.1908, -0.1715, -0.1561, -0.1561, null, null]}
{"unit_id": "orig:2008272560992248076", "ticker_idx": 1, "ts": "2026-01-05T20:21:05+00:00", "symbol": "Yum Brands", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would be short Chipotle, Yum Brands, & Dominos", "tweet_type": "prediction", "timeline": "months", "summary": "Short fast-food (CMG, Yum, DPZ) and long apparel (LULU, VSCO) on GLP-1 oral drug adoption reducing caloric intake and driving clothing demand.", "resolved_tickers": ["YUM"], "resolution_method": "exchange_ticker", "resolution_reason": "Yum! Brands Inc, NYSE: YUM", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "original", "lang": "en", "tweet_text": "Trade Idea. \n\nWith Novo Nordisk release of an oral GLP-1 drug \"Wegovy\" for $149 a month imminent & Eli Lilly to look to fight back with their own oral GLP-1 drug the real trade is not going long either company... but shorting the fatty foods that are target towards middle class people.\n\nI would be short Chipotle, Yum Brands, & Dominos & go long Lululemon, Victoria's Secret, & similar fashion brands as former fatties will need new clothes to wear & will want to show off some skin. \n\nWe could see a huge resurgence in heroine chic and deathly looking women this summer.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.001330911146793401, "ret_signed_m1d": -0.001330911146793401, "alpha_spy_m1d": -0.007947053377523772, "alpha_c_m1d": -0.017540405478395527, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.016209494331602126, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007452282453681569, "ret_signed_p1d": -0.007452282453681569, "alpha_spy_p1d": -0.0015051241543104776, "alpha_c_p1d": -0.0010516681291854457, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.006400614324496123, "ret_p1w": 0.04411470783399829, "ret_signed_p1w": -0.04411470783399829, "alpha_spy_p1w": -0.03329640433370806, "alpha_c_p1w": -0.00903574758839576, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03507896024560253, "ret_p1m": 0.05622471806925322, "ret_signed_p1m": -0.05622471806925322, "alpha_spy_p1m": -0.05359285783889356, "alpha_c_p1m": -0.050489112558798066, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.005735605510455155, "ret_p3m": 0.043378786229533395, "ret_signed_p3m": -0.043378786229533395, "alpha_spy_p3m": -0.08714503906834326, "alpha_c_p3m": -0.14257035225715953, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.09919156602762613, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05622471806925322, "alpha_spy_stated": -0.05359285783889356, "alpha_c_stated": -0.050489112558798066, "price_path": [-0.0329, -0.055, -0.0621, -0.0697, -0.0465, -0.043, -0.0505, -0.0381, -0.0188, -0.0164, -0.024, -0.0307, -0.0506, -0.0531, -0.0656, -0.0782, -0.0791, -0.0847, -0.077, -0.0096, -0.0107, -0.0225, -0.0125, -0.0182, -0.0017, -0.0108, -0.0084, -0.0131, -0.0197, -0.0144, -0.0178, -0.0119, 0.0131, 0.0005, 0.0199, 0.0185, 0.0185, 0.0146, -0.0024, -0.0178, -0.0118, -0.0295, -0.0355, -0.0516, -0.0482, -0.0426, -0.0144, 0.0051, 0.0235, 0.0049, 0.019, 0.0293, 0.023, 0.0331, 0.0282, 0.0268, 0.0268, 0.0196, 0.0132, 0.0126, 0.0066, 0.0066, 0.0013, 0.0, 0.0075, 0.0013, 0.0212, 0.0348, 0.0441, 0.0404, 0.0455, 0.0716, 0.0663, 0.0663, 0.0194, 0.0274, 0.0216, 0.0178, 0.0168, 0.0248, 0.0239, 0.0345, 0.0347, 0.0391, 0.0562, 0.0617, 0.0719, 0.0841, 0.0573, 0.057, 0.0584, 0.0864, 0.0684, 0.0684, 0.0725, 0.084, 0.0878, 0.0918, 0.1126, 0.1093, 0.1045, 0.1077, 0.1241, 0.089, 0.0727, 0.0628, 0.0603, 0.0695, 0.0685, 0.0642, 0.0468, 0.0592, 0.0722, 0.0814, 0.0942, 0.0635, 0.0444, 0.0455, 0.0598, 0.0657, 0.0639, 0.0437, 0.0291, 0.0334, 0.0393, 0.0274, 0.0434, 0.0434, 0.0519, 0.049, 0.0724, 0.0748, 0.0813, 0.0791, 0.08, 0.0825, 0.0663, 0.0882, 0.0817, 0.0718, 0.0632, 0.0744, 0.0714, 0.0372, 0.0459, 0.0684, 0.0672, 0.0586, 0.0321, 0.0287, 0.0429, 0.0511, 0.0157, 0.0046, 0.0218, 0.0011, 0.0069, 0.0025, 0.0181, 0.0173, 0.0208, 0.0315, 0.0371, 0.0371, 0.0295, 0.0211, 0.0078, -0.0062, -0.0091, -0.0154, -0.0029, -0.0053, 0.0134, -0.0101, 0.0185, 0.0148, 0.0295, 0.0365, 0.0389, 0.0591, 0.0349, 0.0209, 0.0209, 0.0125, 0.0183, 0.0279, 0.0152, 0.0152, null, null]}
{"unit_id": "orig:2008272560992248076", "ticker_idx": 2, "ts": "2026-01-05T20:21:05+00:00", "symbol": "DPZ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I would be short Chipotle, Yum Brands, & Dominos", "tweet_type": "prediction", "timeline": "months", "summary": "Short fast-food (CMG, Yum, DPZ) and long apparel (LULU, VSCO) on GLP-1 oral drug adoption reducing caloric intake and driving clothing demand.", "resolved_tickers": ["DPZ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "original", "lang": "en", "tweet_text": "Trade Idea. \n\nWith Novo Nordisk release of an oral GLP-1 drug \"Wegovy\" for $149 a month imminent & Eli Lilly to look to fight back with their own oral GLP-1 drug the real trade is not going long either company... but shorting the fatty foods that are target towards middle class people.\n\nI would be short Chipotle, Yum Brands, & Dominos & go long Lululemon, Victoria's Secret, & similar fashion brands as former fatties will need new clothes to wear & will want to show off some skin. \n\nWe could see a huge resurgence in heroine chic and deathly looking women this summer.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.033637988789437356, "ret_signed_m1d": -0.033637988789437356, "alpha_spy_m1d": -0.04025413102016773, "alpha_c_m1d": -0.04984748312103948, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.016209494331602126, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012006623816531392, "ret_signed_p1d": 0.012006623816531392, "alpha_spy_p1d": 0.017953782115902484, "alpha_c_p1d": 0.018407238141027515, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.006400614324496123, "ret_p1w": 0.01096153576413128, "ret_signed_p1w": -0.01096153576413128, "alpha_spy_p1w": -0.00014323226384105325, "alpha_c_p1w": 0.02411742448147125, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03507896024560253, "ret_p1m": -0.025106940943336542, "ret_signed_p1m": 0.025106940943336542, "alpha_spy_p1m": 0.027738801173696204, "alpha_c_p1m": 0.030842546453791697, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.005735605510455155, "ret_p3m": -0.09417418729271043, "ret_signed_p3m": 0.09417418729271043, "alpha_spy_p3m": 0.05040793445390057, "alpha_c_p3m": -0.005017378734915701, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.09919156602762613, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.025106940943336542, "alpha_spy_stated": 0.027738801173696204, "alpha_c_stated": 0.030842546453791697, "price_path": [0.001, -0.0188, -0.0163, -0.0117, 0.0269, 0.0105, 0.0093, 0.0076, 0.0238, 0.0164, 0.0284, 0.021, 0.0042, -0.001, -0.0052, -0.0175, -0.0221, -0.0355, -0.0229, -0.0151, -0.0307, -0.0282, -0.0071, -0.0133, -0.0094, -0.0226, -0.0107, -0.0071, -0.0205, -0.0236, -0.0325, -0.0385, -0.0138, -0.0253, 0.0109, 0.006, 0.006, 0.0158, 0.026, 0.0279, 0.045, 0.0338, 0.0083, 0.013, 0.0099, 0.014, 0.0498, 0.0451, 0.0633, 0.0546, 0.0656, 0.0484, 0.0488, 0.04, 0.0358, 0.034, 0.034, 0.0343, 0.0238, 0.0255, 0.0131, 0.0131, 0.0336, 0.0, -0.012, -0.0144, -0.0118, -0.0154, 0.011, -0.0013, -0.0099, -0.0057, -0.0271, -0.0271, -0.0578, -0.0304, -0.0149, 0.0001, 0.006, 0.0059, -0.0148, -0.0106, -0.0027, -0.0054, -0.0251, -0.0236, -0.0438, -0.0402, -0.0469, -0.0528, -0.0667, -0.0721, -0.0874, -0.0874, -0.0922, -0.0691, -0.0639, -0.0652, -0.0269, 0.0067, -0.0182, -0.0295, -0.0217, -0.0245, -0.0074, -0.0117, -0.0212, -0.0074, 0.0105, -0.0265, -0.0441, -0.0376, -0.0189, -0.0418, -0.0322, -0.0793, -0.0832, -0.088, -0.104, -0.1204, -0.1144, -0.1242, -0.1496, -0.1379, -0.1236, -0.1168, -0.0942, -0.0942, -0.0699, -0.1007, -0.0809, -0.0881, -0.1061, -0.099, -0.0982, -0.1009, -0.0986, -0.0911, -0.0975, -0.0981, -0.1061, -0.0903, -0.1015, -0.1809, -0.1683, -0.1882, -0.1709, -0.1749, -0.1929, -0.1897, -0.2069, -0.1877, -0.2098, -0.2349, -0.2424, -0.2465, -0.2574, -0.2616, -0.2476, -0.236, -0.2282, -0.2269, -0.2268, -0.2268, -0.2417, -0.2385, -0.2419, -0.2413, -0.2337, -0.2488, -0.2506, -0.2488, -0.233, -0.2341, -0.224, -0.2311, -0.2372, -0.2088, -0.222, -0.2122, -0.2273, -0.232, -0.232, -0.2747, -0.3044, -0.2931, -0.2984, -0.2984, null, null]}
{"unit_id": "orig:2008272560992248076", "ticker_idx": 3, "ts": "2026-01-05T20:21:05+00:00", "symbol": "LULU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "go long Lululemon, Victoria's Secret, & similar fashion brands", "tweet_type": "prediction", "timeline": "months", "summary": "Short fast-food (CMG, Yum, DPZ) and long apparel (LULU, VSCO) on GLP-1 oral drug adoption reducing caloric intake and driving clothing demand.", "resolved_tickers": ["LULU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "original", "lang": "en", "tweet_text": "Trade Idea. \n\nWith Novo Nordisk release of an oral GLP-1 drug \"Wegovy\" for $149 a month imminent & Eli Lilly to look to fight back with their own oral GLP-1 drug the real trade is not going long either company... but shorting the fatty foods that are target towards middle class people.\n\nI would be short Chipotle, Yum Brands, & Dominos & go long Lululemon, Victoria's Secret, & similar fashion brands as former fatties will need new clothes to wear & will want to show off some skin. \n\nWe could see a huge resurgence in heroine chic and deathly looking women this summer.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007485858679758373, "ret_signed_m1d": -0.007485858679758373, "alpha_spy_m1d": -0.0008697164490280018, "alpha_c_m1d": 0.008723635651843753, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.016209494331602126, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016384232986485614, "ret_signed_p1d": 0.016384232986485614, "alpha_spy_p1d": 0.010437074687114523, "alpha_c_p1d": 0.00998361866198949, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": 0.006400614324496123, "ret_p1w": -0.01581921236772299, "ret_signed_p1w": -0.01581921236772299, "alpha_spy_p1w": -0.026637515868013217, "alpha_c_p1w": -0.05089817261332552, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": 0.03507896024560253, "ret_p1m": -0.19223158072294766, "ret_signed_p1m": -0.19223158072294766, "alpha_spy_p1m": -0.19486344095330732, "alpha_c_p1m": -0.19796718623340281, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.005735605510455155, "ret_p3m": -0.26685496376899576, "ret_signed_p3m": -0.26685496376899576, "alpha_spy_p3m": -0.2230887109301859, "alpha_c_p3m": -0.16766339774136962, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": -0.09919156602762613, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19223158072294766, "alpha_spy_stated": -0.19486344095330732, "alpha_c_stated": -0.19796718623340281, "price_path": [-0.1769, -0.1832, -0.2113, -0.2003, -0.2037, -0.2133, -0.225, -0.2118, -0.1882, -0.146, -0.1606, -0.157, -0.1612, -0.146, -0.1526, -0.1982, -0.2089, -0.1971, -0.221, -0.2436, -0.211, -0.23, -0.2178, -0.198, -0.2005, -0.1954, -0.2012, -0.1964, -0.2271, -0.228, -0.2182, -0.2246, -0.2082, -0.2012, -0.1643, -0.1434, -0.1434, -0.1329, -0.1412, -0.1412, -0.1417, -0.1356, -0.1054, -0.1382, -0.1418, -0.1167, -0.1195, -0.035, -0.0288, -0.0266, -0.0213, 0.0128, -0.0139, -0.0001, 0.0013, -0.0094, -0.0094, -0.0161, 0.0007, -0.0081, -0.0216, -0.0216, -0.0075, 0.0, 0.0164, -0.0032, -0.0011, -0.04, -0.0158, -0.0024, -0.0436, -0.0348, -0.0496, -0.0496, -0.1113, -0.1062, -0.0835, -0.1004, -0.0923, -0.1225, -0.1509, -0.1877, -0.1784, -0.1569, -0.1922, -0.162, -0.1992, -0.1862, -0.1729, -0.1496, -0.172, -0.2018, -0.1694, -0.1694, -0.1633, -0.1425, -0.139, -0.1182, -0.1614, -0.1549, -0.1405, -0.1238, -0.1282, -0.1706, -0.1795, -0.1845, -0.1847, -0.199, -0.2008, -0.2164, -0.2336, -0.2552, -0.2572, -0.2471, -0.2501, -0.2213, -0.2205, -0.2334, -0.2261, -0.2422, -0.2527, -0.2872, -0.3133, -0.3134, -0.2792, -0.2523, -0.2669, -0.2669, -0.2647, -0.2765, -0.2521, -0.2161, -0.2285, -0.2347, -0.2439, -0.2338, -0.233, -0.2124, -0.2146, -0.2152, -0.2305, -0.3331, -0.323, -0.3082, -0.3296, -0.3495, -0.3517, -0.3711, -0.3927, -0.387, -0.3783, -0.371, -0.3824, -0.4052, -0.4109, -0.4293, -0.43, -0.4391, -0.4338, -0.4387, -0.4106, -0.4032, -0.4012, -0.4012, -0.4004, -0.3831, -0.3817, -0.3824, -0.3781, -0.4046, -0.4066, -0.4119, -0.4622, -0.4466, -0.4286, -0.4401, -0.4264, -0.4408, -0.4529, -0.4562, -0.4738, -0.4738, -0.4738, -0.5036, -0.4872, -0.4676, -0.4724, -0.4724, null, null]}
{"unit_id": "quote:1996716604592120207", "ticker_idx": 0, "ts": "2025-12-04T23:01:50+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short covering by the big banks before it rockets. Hold the line.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish INTC: interprets -6% drop as short covering before a sharp rally; urges holding.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Short covering by the big banks before it rockets. Hold the line.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC-6% after UBS conference comments highlighting ongoing challenges: gross margin volatility from Lunar Lake's external wafer costs, flat-to-down 2026 capex outlook without foundry wins, and foundry-product separation still on the table depending on financial performance. https://t.co/zXUZ0mpTK2", "parent_author": null, "ret_m1d": -0.021975364664701402, "ret_signed_m1d": -0.021975364664701402, "alpha_spy_m1d": -0.020079570772850053, "alpha_c_m1d": -0.014236967514232535, "bench_spy_m1d": -0.0018957938918513495, "bench_c_m1d": -0.0077383971504688676, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02680513437434684, "ret_signed_p1d": -0.02680513437434684, "alpha_spy_p1d": -0.02380092526854083, "alpha_c_p1d": -0.038138122845546296, "bench_spy_p1d": -0.0030042091058060105, "bench_c_p1d": 0.011332988471199457, "ret_p1w": -0.08693548629283743, "ret_signed_p1w": -0.08693548629283743, "alpha_spy_p1w": -0.08120412700960422, "alpha_c_p1w": -0.05867135191555406, "bench_spy_p1w": -0.005731359283233206, "bench_c_p1w": -0.028264134377283368, "ret_p1m": -0.04926348522203228, "ret_signed_p1m": -0.04926348522203228, "alpha_spy_p1m": -0.05518771772751563, "alpha_c_p1m": -0.08862707849953921, "bench_spy_p1m": 0.005924232505483351, "bench_c_p1m": 0.039363593277506936, "ret_p3m": 0.1007003622073952, "ret_signed_p3m": 0.1007003622073952, "alpha_spy_p3m": 0.09856448647770355, "alpha_c_p3m": 0.0021277823087806347, "bench_spy_p3m": 0.0021358757296916497, "bench_c_p3m": 0.09857257989861457, "ret_p6m": 1.6401835844944395, "ret_signed_p6m": 1.6401835844944395, "alpha_spy_p6m": 1.527641296434647, "alpha_c_p6m": 0.9671107032754755, "bench_spy_p6m": 0.11254228805979238, "bench_c_p6m": 0.6730728812189639, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04926348522203228, "alpha_spy_stated": -0.05518771772751563, "alpha_c_stated": -0.08862707849953921, "price_path": [-0.4098, -0.4018, -0.4057, -0.4185, -0.4018, -0.3898, -0.3987, -0.2618, -0.2857, -0.3055, -0.2915, -0.2461, -0.1792, -0.1427, -0.1674, -0.1898, -0.1321, -0.0993, -0.1106, -0.1164, -0.1024, -0.0961, -0.0872, -0.1217, -0.1012, -0.1396, -0.1029, -0.1104, -0.1063, -0.0799, -0.0794, -0.1084, -0.0785, -0.0756, -0.0452, 0.0029, -0.0017, -0.0302, -0.0343, -0.0461, -0.1058, -0.0732, -0.1007, -0.0792, -0.0715, -0.0852, -0.085, -0.1328, -0.1422, -0.1618, -0.171, -0.1521, -0.1881, -0.1669, -0.1357, -0.1348, -0.1111, -0.1111, -0.0205, -0.0338, 0.0497, 0.0567, -0.022, 0.0, -0.0268, -0.022, -0.0152, -0.0459, -0.0869, -0.0942, -0.099, -0.1294, -0.1239, -0.1108, -0.1217, -0.1222, -0.1268, -0.1268, -0.1258, -0.1142, -0.0993, -0.1089, -0.1089, -0.049, -0.0493, -0.0331, 0.0295, -0.0072, 0.1, 0.064, 0.142, 0.1765, 0.1669, 0.134, 0.134, 0.1727, 0.3101, 0.3118, 0.0884, 0.0261, 0.0609, 0.178, 0.1751, 0.1222, 0.1787, 0.1893, 0.1736, 0.1649, 0.2217, 0.2132, 0.1381, 0.1661, 0.1224, 0.1299, 0.1299, 0.1152, 0.0978, 0.0775, 0.0652, 0.0536, 0.1137, 0.1321, 0.0978, 0.1014, 0.0988, 0.0408, 0.1007, 0.1096, 0.0485, 0.1007, 0.1297, 0.1587, 0.0927, 0.1053, 0.105, 0.064, 0.0874, 0.1152, 0.0594, 0.0628, 0.064, 0.1393, 0.065, 0.0415, -0.0053, 0.0657, 0.1599, 0.2166, 0.2166, 0.2263, 0.2777, 0.4236, 0.4905, 0.5064, 0.574, 0.5409, 0.5682, 0.6542, 0.6542, 0.5866, 0.6001, 0.5762, 0.6127, 0.9932, 1.0524, 1.0411, 1.2881, 1.2816, 1.4057, 1.313, 1.6117, 1.7291, 1.6472, 2.0167, 2.1258, 1.9126, 1.9049, 1.7996, 1.6267, 1.6122, 1.6757, 1.8727, 1.8616, 1.894, 1.894, 1.9829, 1.9406, 1.9193, 1.7694, 1.6402]}
{"unit_id": "quote:1993450648377962770", "ticker_idx": 0, "ts": "2025-11-25T22:44:05+00:00", "symbol": "AI hardware / memory / storage / networking / power infrastructure", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Invest in the memory makers, the disk deliverers, the flash boys, the fiber, the electricity", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AI training hardware (GPUs/compute); bullish memory, storage, networking, and power infrastructure as AI commodifies and shifts from training to inference/serving.", "resolved_tickers": ["SMH", "SOXX", "ANET", "WDC", "NTAP", "VST", "NEE"], "resolution_method": "basket", "resolution_reason": "Broad AI infra basket: semis ETF + storage + networking + power names", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "I love how when I called out GPT5 being the end of the road and proof that scaling didn’t work anymore I got all kinds of hate on this app.\n\nYou can go back and find the tweets they are still up. It was very clear then that scaling farther was not really going to lead to a noticeable improvement. I said, and I was right that from a game theory perspective if you’re not in a scientific race to scale training, you would need to make your influence infrastructure way more efficient. \n\nThis is literally what happened with GPT5 & 5.1. They even got rid of the ability to select the quality of the model you want with 5.1 now open AI decides how much compute you deserve. You’re now seeing how Google, who was always very sensitive to the cost of serving models because really that’s their whole business and their edge in the marketplace outcome compete open AI.\n\nIt took Ilya coming out and telling you what everyone knew all year. Scaling the way we were doing it before is dead. The demand for all the hardware needed for training is going to decrease. But if you followed me closely you knew I was ringing the bell earlier than even the release of GPT5.\n\nWe are in the commodification cycle now you can’t charge 70% margins you can’t bet on having a software moat. It’s about having availability and maintaining quality when you’re a commodity dealer like Glencore & Trafigura. Invest in the memory makers, the disk deliverers, the flash boys, the fiber, the electricity. \n\nMultiplying matrices ain’t special anymore.", "reply_text": null, "parent_text": null, "quoted_text": "“From 2012 to 2020, it was the age of research. From 2020 to 2025, it was the age of scaling.\n\nIs the belief that if you just 100x the scale, everything would be transformed?\n\nI don't think that's true. 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{"unit_id": "quote:1993450648377962770", "ticker_idx": 1, "ts": "2025-11-25T22:44:05+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "The demand for all the hardware needed for training is going to decrease. Scaling the way we were doing it before is dead.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AI training hardware (GPUs/compute); bullish memory, storage, networking, and power infrastructure as AI commodifies and shifts from training to inference/serving.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I love how when I called out GPT5 being the end of the road and proof that scaling didn’t work anymore I got all kinds of hate on this app.\n\nYou can go back and find the tweets they are still up. It was very clear then that scaling farther was not really going to lead to a noticeable improvement. I said, and I was right that from a game theory perspective if you’re not in a scientific race to scale training, you would need to make your influence infrastructure way more efficient. \n\nThis is literally what happened with GPT5 & 5.1. They even got rid of the ability to select the quality of the model you want with 5.1 now open AI decides how much compute you deserve. You’re now seeing how Google, who was always very sensitive to the cost of serving models because really that’s their whole business and their edge in the marketplace outcome compete open AI.\n\nIt took Ilya coming out and telling you what everyone knew all year. Scaling the way we were doing it before is dead. The demand for all the hardware needed for training is going to decrease. But if you followed me closely you knew I was ringing the bell earlier than even the release of GPT5.\n\nWe are in the commodification cycle now you can’t charge 70% margins you can’t bet on having a software moat. 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{"unit_id": "quote:2009718886233714697", "ticker_idx": 0, "ts": "2026-01-09T20:08:15+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I still haven't sold. I'm buying more.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still long INTC and adding to position; endorses bull thesis ahead of IFS profitability.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I still haven’t sold. I’m buying more.", "reply_text": null, "parent_text": null, "quoted_text": "Look… if you missed this 1-year $INTC bull run, you still have time to jump in before IFS starts posting real profit… and before this run looks like child’s play.\n\nBecause the truth is: investors who wait until they “have all the data” will always be late. By the time https://t.co/1moPp92Sfo", "parent_author": null, "ret_m1d": -0.09747527334965345, "ret_signed_m1d": -0.09747527334965345, "alpha_spy_m1d": -0.09090533983933258, "alpha_c_m1d": -0.07116627020937416, "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": -0.032711259906174406, "ret_signed_p1d": -0.032711259906174406, "alpha_spy_p1d": -0.034281692906838246, "alpha_c_p1d": -0.03641097327365295, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.003699713367478541, "ret_p1w": 0.030954991680107513, "ret_signed_p1w": 0.030954991680107513, "alpha_spy_p1w": 0.034427289415250306, "alpha_c_p1w": 0.002256534785030073, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": 0.02869845689507744, "ret_p1m": 0.10296383139322551, "ret_signed_p1m": 0.10296383139322551, "alpha_spy_p1m": 0.1031367522978246, "alpha_c_p1m": 0.05818197891617927, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": 0.04478185247704625, "ret_p3m": 0.2941822557699705, "ret_signed_p3m": 0.2941822557699705, "alpha_spy_p3m": 0.31754266766827244, "alpha_c_p3m": 0.20759880142194476, "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": 0.10296383139322551, "alpha_spy_stated": 0.1031367522978246, "alpha_c_stated": 0.05818197891617927, "price_path": [-0.2178, -0.1844, -0.1912, -0.1875, -0.1636, -0.1631, -0.1895, -0.1622, -0.1596, -0.1319, -0.0883, -0.0924, -0.1183, -0.1221, -0.1328, -0.187, -0.1574, -0.1824, -0.1629, -0.1559, -0.1684, -0.1682, -0.2116, -0.2202, -0.238, -0.2463, -0.2292, -0.2619, -0.2426, -0.2143, -0.2134, -0.1919, -0.1919, -0.1095, -0.1216, -0.0457, -0.0393, -0.1109, -0.0909, -0.1153, -0.1109, -0.1047, -0.1326, -0.1699, -0.1765, -0.1809, -0.2086, -0.2035, -0.1917, -0.2015, -0.202, -0.2061, -0.2061, -0.2053, -0.1947, -0.1811, -0.1899, -0.1899, -0.1355, -0.1357, -0.121, -0.0641, -0.0975, 0.0, -0.0327, 0.0382, 0.0696, 0.0608, 0.031, 0.031, 0.0661, 0.191, 0.1925, -0.0105, -0.0672, -0.0356, 0.0709, 0.0683, 0.0202, 0.0716, 0.0812, 0.067, 0.0591, 0.1106, 0.103, 0.0347, 0.0602, 0.0204, 0.0272, 0.0272, 0.0138, -0.002, -0.0204, -0.0316, -0.0422, 0.0125, 0.0292, -0.002, 0.0013, -0.0011, -0.0538, 0.0007, 0.0088, -0.0468, 0.0007, 0.027, 0.0533, -0.0066, 0.0048, 0.0046, -0.0327, -0.0114, 0.0138, -0.0369, -0.0338, -0.0327, 0.0358, -0.0318, -0.0531, -0.0957, -0.0312, 0.0544, 0.106, 0.106, 0.1148, 0.1616, 0.2942, 0.355, 0.3695, 0.431, 0.4009, 0.4257, 0.5038, 0.5038, 0.4424, 0.4547, 0.4329, 0.4661, 0.8121, 0.8659, 0.8555, 1.0801, 1.0742, 1.187, 1.1027, 1.3743, 1.481, 1.4066, 1.7425, 1.8417, 1.6479, 1.6408, 1.5451, 1.3879, 1.3748, 1.4325, 1.6116, 1.6015, 1.631, 1.631, 1.7117, 1.6733, 1.654, 1.5177, 1.4002, 1.3695, 1.4744, 1.454, 1.1772, 1.4209, 1.3693, 1.3499, 1.5677, 1.7348, 1.807, 1.5697, 1.6586, 1.9416, 1.9416, 2.0942, 1.9041, 1.8902, 1.917, 1.917, null, null, null, null, null, null]}
{"unit_id": "reply:1988323405259829281", "ticker_idx": 0, "ts": "2025-11-11T19:10:15+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Very little doubt they will", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Remains bullish on Intel; very little doubt management will meet targets at current valuation.", "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": "@pythagonacci There really isn’t a lot that would make me a bear but at the current valuation they will need to meet their targets.\n\nVery little doubt they will.", "reply_text": null, "parent_text": "@bubbleboi i love how the one consistent thing on my tl has been you being an intel bull", "quoted_text": null, "parent_author": "pythagonacci", "ret_m1d": 0.015047509998726172, "ret_signed_m1d": 0.015047509998726172, "alpha_spy_m1d": 0.017331458663763177, "alpha_c_m1d": -0.0070006670968700835, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": 0.022048177095596255, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00026394723472211723, "ret_signed_p1d": 0.00026394723472211723, "alpha_spy_p1d": -0.00029244313164222824, "alpha_c_p1d": -0.012497743955111051, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.012761691189833169, "ret_p1w": -0.09371697827243963, "ret_signed_p1w": -0.09371697827243963, "alpha_spy_p1w": -0.06015911552146369, "alpha_c_p1w": -0.04312593525391184, "bench_spy_p1w": -0.03355786275097594, "bench_c_p1w": -0.05059104301852779, "ret_p1m": 0.07655748757680625, "ret_signed_p1m": 0.07655748757680625, "alpha_spy_p1m": 0.06986629648424203, "alpha_c_p1m": 0.010897280543448407, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.06566020703335784, "ret_p3m": 0.33553322930529306, "ret_signed_p3m": 0.33553322930529306, "alpha_spy_p3m": 0.32138865989602294, "alpha_c_p3m": 0.1878341270404973, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.14769910226479577, "ret_p6m": 1.9833685044785936, "ret_signed_p6m": 1.9833685044785936, "alpha_spy_p6m": 1.902829039191811, "alpha_c_p6m": 1.4124508416945436, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.57091766278405, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07655748757680625, "alpha_spy_stated": 0.06986629648424203, "alpha_c_stated": 0.010897280543448407, "price_path": [-0.3701, -0.3516, -0.3754, -0.3318, -0.3786, -0.3796, -0.3453, -0.3519, -0.3572, -0.344, -0.3419, -0.3572, -0.3572, -0.3609, -0.3664, -0.3503, -0.3535, -0.3537, -0.3548, -0.3461, -0.3503, -0.3643, -0.3461, -0.3329, -0.3427, -0.193, -0.2191, -0.2408, -0.2254, -0.1758, -0.1027, -0.0628, -0.0898, -0.1143, -0.0512, -0.0153, -0.0277, -0.0341, -0.0187, -0.0119, -0.0021, -0.0399, -0.0174, -0.0594, -0.0193, -0.0275, -0.023, 0.0058, 0.0063, -0.0253, 0.0074, 0.0106, 0.0438, 0.0964, 0.0913, 0.0602, 0.0557, 0.0428, -0.0224, 0.0132, -0.0169, 0.0066, 0.015, 0.0, 0.0003, -0.052, -0.0623, -0.0837, -0.0937, -0.0731, -0.1125, -0.0892, -0.0552, -0.0541, -0.0282, -0.0282, 0.0707, 0.0562, 0.1476, 0.1552, 0.0692, 0.0932, 0.0639, 0.0692, 0.0766, 0.043, -0.0018, -0.0098, -0.015, -0.0483, -0.0422, -0.028, -0.0399, -0.0404, -0.0454, -0.0454, -0.0444, -0.0317, -0.0153, -0.0259, -0.0259, 0.0396, 0.0393, 0.057, 0.1254, 0.0853, 0.2025, 0.1631, 0.2484, 0.2862, 0.2756, 0.2397, 0.2397, 0.2819, 0.4322, 0.434, 0.1898, 0.1217, 0.1597, 0.2878, 0.2846, 0.2268, 0.2885, 0.3002, 0.283, 0.2735, 0.3355, 0.3263, 0.2442, 0.2748, 0.227, 0.2352, 0.2352, 0.2191, 0.2001, 0.1779, 0.1645, 0.1518, 0.2175, 0.2376, 0.2001, 0.2041, 0.2012, 0.1378, 0.2033, 0.213, 0.1463, 0.2033, 0.235, 0.2666, 0.1946, 0.2083, 0.208, 0.1631, 0.1888, 0.2191, 0.1581, 0.1618, 0.1631, 0.2455, 0.1642, 0.1386, 0.0874, 0.165, 0.268, 0.33, 0.33, 0.3405, 0.3968, 0.5562, 0.6294, 0.6468, 0.7207, 0.6845, 0.7144, 0.8083, 0.8083, 0.7344, 0.7492, 0.7231, 0.7629, 1.179, 1.2437, 1.2313, 1.5013, 1.4942, 1.6299, 1.5285, 1.8551, 1.9834]}
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{"unit_id": "thread:2009757467484565998", "ticker_idx": 1, "ts": "2026-01-09T22:41:34+00:00", "symbol": "RVLV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Revolve Group", "tweet_type": "prediction", "timeline": "months", "summary": "Ozempic secular trend: long sexy clothing/cosmetics (VSCO, RVLV, Galderma), short fast-casual food (Sweetgreen, Cava, Starbucks).", "resolved_tickers": ["RVLV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "self_thread", "lang": "en", "tweet_text": "No.. this is the market is pricing in the effect of Ozempic drugs being widespread, cheap, and administered orally. \n\nThis is a huge secular trend. I’m calling it the Girl Dinner trade. Long sexy clothing, cosmetics, & filler. Short liquid desert and fast casual salad bowl slop! \n\nLook at the past 6 months.\n\n---\n\nBUBBLE CAPITAL\n\nLONG Sexy - Victoria Secret, Revolve Group, Galderma \n\nSHORT Sloppy - Sweetgreen, Cava,  Starbucks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005878458291761923, "ret_signed_m1d": 0.005878458291761923, "alpha_spy_m1d": 0.007446428899639201, "alpha_c_m1d": 0.006761825955042822, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0008833676632808984, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023840611437899728, "ret_signed_p1d": 0.023840611437899728, "alpha_spy_p1d": 0.02584011820328158, "alpha_c_p1d": 0.02633015804883143, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0024895466109317033, "ret_p1w": -0.008164598077988083, "ret_signed_p1w": -0.008164598077988083, "alpha_spy_p1w": -0.00312977419575855, "alpha_c_p1w": 0.009663803693373274, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.017828401771361357, "ret_p1m": -0.12965385734465307, "ret_signed_p1m": -0.12965385734465307, "alpha_spy_p1m": -0.1252807693128657, "alpha_c_p1m": -0.07994301876791343, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.049710838576739635, "ret_p3m": -0.16100588406447636, "ret_signed_p3m": -0.16100588406447636, "alpha_spy_p3m": -0.14173954672695122, "alpha_c_p3m": -0.06822139846127773, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.09278448560319863, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12965385734465307, "alpha_spy_stated": -0.1252807693128657, "alpha_c_stated": -0.07994301876791343, "price_path": [-0.3086, -0.3207, -0.3207, -0.2854, -0.2652, -0.2691, -0.2675, -0.2613, -0.2266, -0.2342, -0.2397, -0.2524, -0.2776, -0.3044, -0.3475, -0.2756, -0.3112, -0.3011, -0.2763, -0.2822, -0.2871, -0.3044, -0.3155, -0.3259, -0.3076, -0.2796, -0.2822, -0.2325, -0.2482, -0.1999, -0.193, -0.193, -0.2106, -0.1839, -0.1512, -0.1346, -0.1522, -0.1519, -0.1417, -0.0725, -0.0585, -0.0669, -0.0712, -0.0905, -0.0823, -0.1045, -0.0732, -0.0532, -0.03, -0.0265, -0.0255, -0.0255, -0.0065, 0.0271, 0.0049, -0.014, -0.014, -0.0346, -0.0085, 0.0225, 0.0193, 0.0216, 0.0059, 0.0, 0.0238, -0.0114, 0.0101, -0.0082, -0.0082, -0.0617, -0.0193, -0.0206, -0.0454, -0.0219, -0.0509, -0.0676, -0.079, -0.097, -0.0911, -0.1192, -0.1297, -0.1411, -0.1208, -0.1169, -0.1297, -0.1623, -0.1901, -0.1806, -0.1806, -0.1956, -0.1862, -0.1813, -0.1773, -0.2064, -0.1541, -0.2044, -0.1411, -0.1783, -0.2133, -0.209, -0.1933, -0.1653, -0.176, -0.2175, -0.2159, -0.1999, -0.2541, -0.2515, -0.258, -0.2427, -0.2531, -0.2534, -0.2779, -0.2756, -0.2822, -0.258, -0.2734, -0.2841, -0.2818, -0.2616, -0.275, -0.2734, -0.2734, -0.2342, -0.2397, -0.1852, -0.161, -0.1979, -0.1816, -0.1809, -0.1826, -0.1349, -0.1084, -0.1267, -0.1179, -0.1039, -0.1362, -0.1238, -0.1401, -0.1411, -0.1577, -0.1688, -0.1842, -0.2338, -0.2345, -0.3406, -0.339, -0.3187, -0.3916, -0.3899, -0.4282, -0.3955, -0.3922, -0.3975, -0.3994, -0.3909, -0.3769, -0.372, -0.372, -0.3664, -0.3396, -0.3328, -0.3599, -0.3645, -0.3746, -0.3805, -0.3687, -0.3834, -0.3619, -0.338, -0.3354, -0.3325, -0.3263, -0.3217, -0.307, -0.3256, -0.2884, -0.2884, -0.321, -0.3093, -0.2508, -0.2557, -0.2557, null, null, null, null, null, null, null]}
{"unit_id": "thread:2009757467484565998", "ticker_idx": 2, "ts": "2026-01-09T22:41:34+00:00", "symbol": "Galderma", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Galderma", "tweet_type": "prediction", "timeline": "months", "summary": "Ozempic secular trend: long sexy clothing/cosmetics (VSCO, RVLV, Galderma), short fast-casual food (Sweetgreen, Cava, Starbucks).", "resolved_tickers": ["GALD.SW"], "resolution_method": "exchange_ticker", "resolution_reason": "Galderma Group AG listed on SIX Swiss Exchange", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='SW')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "No.. this is the market is pricing in the effect of Ozempic drugs being widespread, cheap, and administered orally. \n\nThis is a huge secular trend. I’m calling it the Girl Dinner trade. Long sexy clothing, cosmetics, & filler. Short liquid desert and fast casual salad bowl slop! \n\nLook at the past 6 months.\n\n---\n\nBUBBLE CAPITAL\n\nLONG Sexy - Victoria Secret, Revolve Group, Galderma \n\nSHORT Sloppy - Sweetgreen, Cava,  Starbucks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00793164293639581, "ret_signed_m1d": 0.00793164293639581, "alpha_spy_m1d": 0.009499613544273089, "alpha_c_m1d": 0.009499613544273089, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03050637640236631, "ret_signed_p1d": -0.03050637640236631, "alpha_spy_p1d": -0.028506869636984455, "alpha_c_p1d": -0.028506869636984455, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": -0.05552159385614197, "ret_signed_p1w": -0.05552159385614197, "alpha_spy_p1w": -0.05048676997391244, "alpha_c_p1w": -0.05048676997391244, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.09456989746925626, "ret_signed_p1m": -0.09456989746925626, "alpha_spy_p1m": -0.09019680943746888, "alpha_c_p1m": -0.09019680943746888, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.0433190806157443, "ret_signed_p3m": -0.0433190806157443, "alpha_spy_p3m": -0.024052743278219157, "alpha_c_p3m": -0.024052743278219157, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09456989746925626, "alpha_spy_stated": -0.09019680943746888, "alpha_c_stated": -0.09019680943746888, "price_path": [-0.1379, -0.1544, -0.1647, -0.1556, -0.1617, -0.1684, -0.1477, -0.133, -0.1477, -0.1281, -0.1049, -0.1001, -0.094, -0.0757, -0.0647, -0.1068, -0.097, -0.1232, -0.1013, -0.0818, -0.0665, -0.083, -0.0879, -0.1068, -0.1092, -0.1001, -0.0903, -0.0988, -0.0866, -0.0525, -0.0323, -0.0268, -0.0238, -0.0354, -0.0354, -0.0043, -0.0012, -0.0067, 0.0037, 0.0098, 0.0238, -0.0043, -0.0018, 0.0171, -0.0116, -0.0098, 0.0055, -0.0067, 0.0018, 0.0012, 0.0012, 0.0012, 0.0012, -0.0128, -0.011, -0.011, -0.011, -0.011, -0.0232, 0.0104, 0.0079, -0.0043, 0.0079, 0.0, -0.0305, -0.014, -0.0372, -0.0293, -0.0555, -0.0616, -0.0647, -0.0726, -0.086, -0.0885, -0.097, -0.1196, -0.1281, -0.122, -0.1031, -0.111, -0.0946, -0.0946, -0.1049, -0.0885, -0.0946, -0.0866, -0.0818, -0.0714, -0.0799, -0.0604, -0.0476, -0.0567, -0.0592, -0.0933, -0.1208, -0.111, -0.1098, -0.1098, -0.0995, -0.1226, -0.1165, -0.0549, -0.0482, -0.0488, -0.0567, -0.0787, -0.1037, -0.1226, -0.1135, -0.1135, -0.1153, -0.13, -0.133, -0.1306, -0.1245, -0.0952, -0.0775, -0.0872, -0.0866, -0.0641, -0.0458, -0.0451, -0.0451, -0.0451, -0.0671, -0.0445, -0.0433, -0.025, -0.0305, -0.039, -0.0445, -0.0741, -0.043, -0.054, -0.0686, -0.0802, -0.0195, -0.0073, -0.0006, -0.0324, -0.0266, 0.0016, 0.0016, 0.0037, 0.0104, 0.0453, 0.0242, 0.0022, 0.0049, -0.0009, -0.0318, -0.0318, -0.0421, -0.0629, -0.0525, -0.0244, -0.029, -0.0299, -0.0299, -0.0318, -0.0048, -0.0085, 0.0184, 0.0022, 0.0052, -0.0073, -0.0269, -0.0125, 0.0205, 0.012, 0.019, 0.0306, 0.0526, 0.0575, 0.0471, 0.0569, 0.0554, 0.0542, 0.0621, 0.0719, 0.1223, 0.0915, 0.0899, null, null, null, null, null, null, null]}
{"unit_id": "thread:2009757467484565998", "ticker_idx": 3, "ts": "2026-01-09T22:41:34+00:00", "symbol": "SG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SHORT Sloppy - Sweetgreen", "tweet_type": "prediction", "timeline": "months", "summary": "Ozempic secular trend: long sexy clothing/cosmetics (VSCO, RVLV, Galderma), short fast-casual food (Sweetgreen, Cava, Starbucks).", "resolved_tickers": ["SG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "self_thread", "lang": "en", "tweet_text": "No.. this is the market is pricing in the effect of Ozempic drugs being widespread, cheap, and administered orally. \n\nThis is a huge secular trend. I’m calling it the Girl Dinner trade. Long sexy clothing, cosmetics, & filler. Short liquid desert and fast casual salad bowl slop! \n\nLook at the past 6 months.\n\n---\n\nBUBBLE CAPITAL\n\nLONG Sexy - Victoria Secret, Revolve Group, Galderma \n\nSHORT Sloppy - Sweetgreen, Cava,  Starbucks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0025510179256708065, "ret_signed_m1d": 0.0025510179256708065, "alpha_spy_m1d": 0.0009830473177935284, "alpha_c_m1d": 0.001667650262389908, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0008833676632808984, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015306168375089801, "ret_signed_p1d": 0.015306168375089801, "alpha_spy_p1d": 0.013306661609707948, "alpha_c_p1d": 0.012816621764158098, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0024895466109317033, "ret_p1w": 0.016581586106327872, "ret_signed_p1w": -0.016581586106327872, "alpha_spy_p1w": -0.021616409988557406, "alpha_c_p1w": -0.03440998787768923, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.017828401771361357, "ret_p1m": -0.3099490124848616, "ret_signed_p1m": 0.3099490124848616, "alpha_spy_p1m": 0.30557592445307424, "alpha_c_p1m": 0.260238173908122, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.049710838576739635, "ret_p3m": -0.2844387724070885, "ret_signed_p3m": 0.2844387724070885, "alpha_spy_p3m": 0.26517243506956334, "alpha_c_p3m": 0.19165428680388985, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.09278448560319863, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3099490124848616, "alpha_spy_stated": 0.30557592445307424, "alpha_c_stated": 0.260238173908122, "price_path": [-0.0434, -0.0599, -0.0676, -0.0523, 0.0357, 0.0077, -0.051, -0.0587, -0.0765, -0.111, -0.1148, -0.2003, -0.1977, -0.1824, -0.1824, -0.1747, -0.2028, -0.2628, -0.3074, -0.3329, -0.3151, -0.2423, -0.2194, -0.2704, -0.2411, -0.2283, -0.2283, -0.1403, -0.1735, -0.125, -0.1543, -0.1543, -0.1722, -0.1824, -0.1531, -0.1135, -0.1199, -0.1467, -0.1696, -0.1199, -0.1071, -0.0829, -0.074, -0.0753, -0.1186, -0.1339, -0.0995, -0.1263, -0.1403, -0.1505, -0.1046, -0.1046, -0.111, -0.1352, -0.1671, -0.1378, -0.1378, -0.1161, -0.1122, -0.0676, -0.0702, -0.0217, -0.0026, 0.0, -0.0153, 0.0115, 0.0319, 0.0166, 0.0166, -0.1084, -0.1161, -0.102, -0.0867, -0.1505, -0.1747, -0.1786, -0.2181, -0.2168, -0.2181, -0.2232, -0.1696, -0.2487, -0.2245, -0.2806, -0.3099, -0.3253, -0.3457, -0.3444, -0.3444, -0.3265, -0.2411, -0.2296, -0.2615, -0.3099, -0.3099, -0.2526, -0.2168, -0.2921, -0.3125, -0.3202, -0.2946, -0.2666, -0.2832, -0.2347, -0.273, -0.2832, -0.3074, -0.3214, -0.2679, -0.2755, -0.2959, -0.3189, -0.3265, -0.3329, -0.3342, -0.3304, -0.3686, -0.4005, -0.389, -0.338, -0.3099, -0.3125, -0.3125, -0.2691, -0.2742, -0.2577, -0.2844, -0.2143, -0.2679, -0.2092, -0.1594, -0.1671, -0.1237, -0.111, -0.1454, -0.1301, -0.1531, -0.0893, -0.1403, -0.139, -0.1378, -0.1224, -0.0944, -0.1416, -0.1301, -0.1237, -0.1237, -0.1071, -0.1403, -0.1696, -0.1607, -0.1212, 0.0319, 0.1033, 0.1008, 0.1492, 0.1454, 0.2474, 0.2474, 0.1811, 0.2883, 0.3023, 0.2704, 0.2207, 0.0816, -0.0191, -0.0599, -0.0536, -0.0421, 0.0204, 0.0969, 0.1658, 0.1569, 0.1301, 0.1671, 0.0867, 0.1441, 0.1441, 0.0612, 0.0574, 0.1352, 0.1429, 0.1429, null, null, null, null, null, null, null]}
{"unit_id": "thread:2009757467484565998", "ticker_idx": 4, "ts": "2026-01-09T22:41:34+00:00", "symbol": "CAVA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cava", "tweet_type": "prediction", "timeline": "months", "summary": "Ozempic secular trend: long sexy clothing/cosmetics (VSCO, RVLV, Galderma), short fast-casual food (Sweetgreen, Cava, Starbucks).", "resolved_tickers": ["CAVA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "self_thread", "lang": "en", "tweet_text": "No.. this is the market is pricing in the effect of Ozempic drugs being widespread, cheap, and administered orally. \n\nThis is a huge secular trend. I’m calling it the Girl Dinner trade. Long sexy clothing, cosmetics, & filler. Short liquid desert and fast casual salad bowl slop! \n\nLook at the past 6 months.\n\n---\n\nBUBBLE CAPITAL\n\nLONG Sexy - Victoria Secret, Revolve Group, Galderma \n\nSHORT Sloppy - Sweetgreen, Cava,  Starbucks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0022631353467597037, "ret_signed_m1d": -0.0022631353467597037, "alpha_spy_m1d": -0.003831105954636982, "alpha_c_m1d": -0.003146503010040602, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0008833676632808984, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0308345176700886, "ret_signed_p1d": 0.0308345176700886, "alpha_spy_p1d": 0.028835010904706748, "alpha_c_p1d": 0.028344971059156898, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0024895466109317033, "ret_p1w": 0.01966052969798593, "ret_signed_p1w": -0.01966052969798593, "alpha_spy_p1w": -0.024695353580215462, "alpha_c_p1w": -0.037488931469347286, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.017828401771361357, "ret_p1m": -0.02503531427819128, "ret_signed_p1m": 0.02503531427819128, "alpha_spy_p1m": 0.020662226246403903, "alpha_c_p1m": -0.024675524298548357, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.049710838576739635, "ret_p3m": 0.21852906993683896, "ret_signed_p3m": -0.21852906993683896, "alpha_spy_p3m": -0.2377954072743641, "alpha_c_p3m": -0.3113135555400376, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.09278448560319863, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02503531427819128, "alpha_spy_stated": 0.020662226246403903, "alpha_c_stated": -0.024675524298548357, "price_path": [-0.0977, -0.1038, -0.1109, -0.119, -0.074, -0.0898, -0.0917, -0.1004, -0.1098, -0.1211, -0.1447, -0.2405, -0.24, -0.2559, -0.2687, -0.2876, -0.341, -0.312, -0.2976, -0.3034, -0.3105, -0.3182, -0.3321, -0.3603, -0.3628, -0.3569, -0.3835, -0.3081, -0.338, -0.3133, -0.2977, -0.2977, -0.3085, -0.2785, -0.2542, -0.2293, -0.2294, -0.2451, -0.2383, -0.2518, -0.2491, -0.2553, -0.2482, -0.2656, -0.2543, -0.2487, -0.2074, -0.195, -0.1791, -0.1605, -0.127, -0.127, -0.1492, -0.1519, -0.1748, -0.1699, -0.1699, -0.1436, -0.1021, -0.0508, -0.0396, -0.0156, 0.0023, 0.0, -0.0308, -0.0018, 0.0184, 0.0197, 0.0197, -0.0233, -0.0535, -0.0652, -0.062, -0.1153, -0.1184, -0.1132, -0.1085, -0.1426, -0.157, -0.1388, -0.0748, -0.087, -0.0105, 0.0252, -0.025, -0.0471, -0.1003, -0.1018, -0.1018, -0.1045, -0.042, -0.032, -0.0083, -0.0332, -0.041, 0.2117, 0.1986, 0.1665, 0.1102, 0.0901, 0.1248, 0.1226, 0.1116, 0.1571, 0.1318, 0.1386, 0.1365, 0.1598, 0.2341, 0.2803, 0.2579, 0.2396, 0.1919, 0.2315, 0.1942, 0.1356, 0.116, 0.0668, 0.0883, 0.1443, 0.1335, 0.1263, 0.1263, 0.1617, 0.1799, 0.2194, 0.2185, 0.2014, 0.1911, 0.2472, 0.2509, 0.2905, 0.3406, 0.3775, 0.3617, 0.3685, 0.317, 0.3533, 0.3328, 0.2877, 0.2887, 0.3212, 0.2868, 0.2615, 0.2778, 0.2661, 0.1948, 0.1231, 0.1314, 0.0917, 0.0226, 0.0762, 0.0873, 0.13, 0.105, 0.139, 0.1495, 0.1375, 0.1375, 0.1361, 0.1627, 0.1061, 0.0984, 0.0562, 0.0246, 0.0089, 0.0149, 0.0269, 0.0413, 0.0789, 0.1536, 0.2482, 0.287, 0.2662, 0.2348, 0.2454, 0.2614, 0.2614, 0.144, 0.0972, 0.1632, 0.1782, 0.1782, null, null, null, null, null, null, null]}
{"unit_id": "thread:2009757467484565998", "ticker_idx": 5, "ts": "2026-01-09T22:41:34+00:00", "symbol": "SBUX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Starbucks", "tweet_type": "prediction", "timeline": "months", "summary": "Ozempic secular trend: long sexy clothing/cosmetics (VSCO, RVLV, Galderma), short fast-casual food (Sweetgreen, Cava, Starbucks).", "resolved_tickers": ["SBUX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "self_thread", "lang": "en", "tweet_text": "No.. this is the market is pricing in the effect of Ozempic drugs being widespread, cheap, and administered orally. \n\nThis is a huge secular trend. I’m calling it the Girl Dinner trade. Long sexy clothing, cosmetics, & filler. Short liquid desert and fast casual salad bowl slop! \n\nLook at the past 6 months.\n\n---\n\nBUBBLE CAPITAL\n\nLONG Sexy - Victoria Secret, Revolve Group, Galderma \n\nSHORT Sloppy - Sweetgreen, Cava,  Starbucks", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012005409611883011, "ret_signed_m1d": 0.012005409611883011, "alpha_spy_m1d": 0.010437439004005733, "alpha_c_m1d": 0.011122041948602113, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0008833676632808984, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0066695479924474554, "ret_signed_p1d": -0.0066695479924474554, "alpha_spy_p1d": -0.008669054757829309, "alpha_c_p1d": -0.009159094603379159, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0024895466109317033, "ret_p1w": 0.033681547907278286, "ret_signed_p1w": -0.033681547907278286, "alpha_spy_p1w": -0.03871637178950782, "alpha_c_p1w": -0.051509949678639644, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.017828401771361357, "ret_p1m": 0.08414844975057134, "ret_signed_p1m": -0.08414844975057134, "alpha_spy_p1m": -0.08852153778235872, "alpha_c_p1m": -0.13385928832731098, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.049710838576739635, "ret_p3m": 0.08431552543499787, "ret_signed_p3m": -0.08431552543499787, "alpha_spy_p3m": -0.10358186277252301, "alpha_c_p3m": -0.1771000110381965, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.09278448560319863, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08414844975057134, "alpha_spy_stated": -0.08852153778235872, "alpha_c_stated": -0.13385928832731098, "price_path": [-0.0855, -0.0692, -0.0579, -0.0671, -0.052, -0.0564, -0.0571, -0.0499, -0.0374, -0.0572, -0.0711, -0.0823, -0.1075, -0.1065, -0.1215, -0.0853, -0.0926, -0.0556, -0.0663, -0.0462, -0.037, -0.046, -0.0576, -0.0697, -0.0737, -0.0698, -0.0816, -0.0512, -0.0736, -0.045, -0.0362, -0.0362, -0.0317, -0.0561, -0.0529, -0.0317, -0.0551, -0.0538, -0.0728, -0.0854, -0.0679, -0.058, -0.0512, -0.0507, -0.0542, -0.0528, -0.006, -0.0181, -0.0421, -0.0678, -0.0599, -0.0599, -0.0542, -0.0488, -0.0524, -0.0639, -0.0639, -0.0666, -0.0378, -0.0056, -0.0363, -0.0198, -0.012, 0.0, 0.0067, 0.0132, 0.0369, 0.0337, 0.0337, 0.0411, 0.0719, 0.0653, 0.0851, 0.0708, 0.064, 0.0578, 0.0436, 0.0221, 0.0192, 0.0342, 0.0779, 0.0679, 0.1055, 0.1003, 0.0841, 0.1018, 0.0756, 0.0493, 0.0493, 0.0672, 0.0713, 0.0718, 0.0907, 0.0604, 0.0797, 0.0956, 0.0973, 0.0966, 0.0825, 0.0816, 0.0869, 0.1041, 0.1075, 0.1162, 0.1274, 0.1349, 0.1208, 0.1093, 0.0944, 0.0916, 0.0367, 0.0721, 0.0354, 0.0497, 0.029, 0.0371, 0.0205, -0.0288, -0.0298, 0.0023, 0.0117, 0.011, 0.011, 0.0604, 0.0652, 0.0876, 0.0843, 0.0807, 0.0906, 0.1017, 0.1002, 0.1004, 0.1188, 0.107, 0.0942, 0.1134, 0.1136, 0.1039, 0.0952, 0.0883, 0.1803, 0.1784, 0.1848, 0.1744, 0.174, 0.1908, 0.1664, 0.1739, 0.183, 0.1924, 0.1853, 0.1904, 0.2021, 0.1996, 0.1971, 0.1985, 0.1718, 0.1603, 0.1603, 0.1413, 0.149, 0.1338, 0.1159, 0.0861, 0.0748, 0.0791, 0.0594, 0.0723, 0.067, 0.0962, 0.1114, 0.151, 0.1595, 0.1432, 0.1442, 0.1233, 0.1326, 0.1326, 0.127, 0.1371, 0.1651, 0.1609, 0.1609, null, null, null, null, null, null, null]}
{"unit_id": "orig:2008221083845943601", "ticker_idx": 0, "ts": "2026-01-05T16:56:31+00:00", "symbol": "VLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Going long heavy crude refiners. Most likely Venezuela starts exporting its heavy crude with support from U.S. Refiners like Valero Energy", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long heavy crude refiners (VLO) and oil services (HAL, SLB) on Venezuela reopening; short Canadian oil producers on new lower-cost competition.", "resolved_tickers": ["VLO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Refining & Marketing'", "bench_c_industry": "Oil & Gas Refining & Marketing", "unit_kind": "original", "lang": "en", "tweet_text": "How I am exploiting the Venezuela situation to make money: \n\n1. Going long heavy crude refiners. Most likely Venezuela starts exporting its heavy crude with support from U.S. Refiners like Valero Energy who take the thick Venezuelan sludge oil and turn into sweet light crude. \n\n2. Going long oil service companies. To get that oil out of the ground you will need new equipment. Haliburton & SLB are the largest and if American companies start entering Venezuela again they will be the first purchases they make. \n\n3. Shorting Canadian Oil Companies. Canada exports the same heavy crude that Venezuela does. They basically just got a new competitor with more capacity and arguably cheaper costs (stolen goods) than them hitting the market.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08451025107540533, "ret_signed_m1d": -0.08451025107540533, "alpha_spy_m1d": -0.07789410884467496, "alpha_c_m1d": -0.05806547524134553, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.026444775834059797, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012737517729793701, "ret_signed_p1d": -0.012737517729793701, "alpha_spy_p1d": -0.018684676029164793, "alpha_c_p1d": 0.01392070666683265, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": -0.02665822439662635, "ret_p1w": -0.00526127676383048, "ret_signed_p1w": -0.00526127676383048, "alpha_spy_p1w": -0.016079580264120708, "alpha_c_p1w": 0.006468249597273212, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.011729526361103693, "ret_p1m": 0.06479477176531856, "ret_signed_p1m": 0.06479477176531856, "alpha_spy_p1m": 0.0621629115349589, "alpha_c_p1m": -0.03714588640019012, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.10194065816550868, "ret_p3m": 0.36004209363107886, "ret_signed_p3m": 0.36004209363107886, "alpha_spy_p3m": 0.4038083464698887, "alpha_c_p3m": 0.08819044137177778, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.2718516522593011, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06479477176531856, "alpha_spy_stated": 0.0621629115349589, "alpha_c_stated": -0.03714588640019012, "price_path": [-0.106, -0.1084, -0.1304, -0.1117, -0.1074, -0.1141, -0.1393, -0.1317, -0.1185, -0.1322, -0.1092, -0.0472, -0.0587, -0.0405, -0.0681, -0.0608, -0.0639, -0.0669, -0.0556, -0.0693, -0.0637, -0.0314, -0.0335, -0.0139, -0.0047, -0.0229, -0.0326, 0.0003, -0.0182, 0.0205, -0.0076, -0.054, -0.0394, -0.0343, -0.0358, -0.0338, -0.0338, -0.0211, -0.0002, -0.0113, -0.0195, -0.0311, -0.0356, -0.0388, -0.0291, -0.0253, -0.048, -0.068, -0.0702, -0.0983, -0.0978, -0.1032, -0.0989, -0.0943, -0.0875, -0.0892, -0.0892, -0.0917, -0.0826, -0.087, -0.0985, -0.0985, -0.0845, 0.0, -0.0127, 0.0182, 0.0595, 0.0261, -0.0053, 0.0065, 0.0329, 0.0222, 0.016, 0.016, 0.023, 0.0422, 0.035, 0.0361, 0.015, 0.013, 0.0191, 0.0106, 0.0048, -0.0019, 0.0648, 0.0933, 0.0817, 0.1293, 0.1221, 0.1116, 0.1362, 0.0972, 0.1153, 0.1153, 0.0996, 0.1114, 0.1101, 0.1186, 0.0998, 0.1106, 0.1124, 0.1355, 0.1402, 0.1975, 0.2131, 0.257, 0.2706, 0.2516, 0.2032, 0.2092, 0.2874, 0.3139, 0.2848, 0.2959, 0.3147, 0.3287, 0.3488, 0.3365, 0.3227, 0.347, 0.3068, 0.3826, 0.417, 0.3945, 0.3767, 0.3454, 0.36, 0.36, 0.3683, 0.4013, 0.3352, 0.31, 0.3307, 0.3488, 0.3126, 0.3094, 0.3469, 0.2462, 0.2608, 0.3004, 0.3058, 0.3029, 0.3141, 0.3275, 0.3388, 0.4002, 0.4073, 0.3755, 0.4021, 0.4122, 0.3188, 0.3169, 0.3432, 0.3826, 0.3769, 0.3601, 0.3638, 0.3971, 0.4404, 0.4633, 0.414, 0.3497, 0.3826, 0.3826, 0.3517, 0.3455, 0.3708, 0.3706, 0.4137, 0.4458, 0.4637, 0.4491, 0.4322, 0.4466, 0.4208, 0.4443, 0.4309, 0.4481, 0.3837, 0.3667, 0.3423, 0.3229, 0.3229, 0.3648, 0.3642, 0.3572, 0.4279, 0.4279, null, null]}
{"unit_id": "orig:2008221083845943601", "ticker_idx": 1, "ts": "2026-01-05T16:56:31+00:00", "symbol": "HAL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Haliburton & SLB are the largest and if American companies start entering Venezuela again they will be the first purchases they make", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long heavy crude refiners (VLO) and oil services (HAL, SLB) on Venezuela reopening; short Canadian oil producers on new lower-cost competition.", "resolved_tickers": ["HAL"], "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": "How I am exploiting the Venezuela situation to make money: \n\n1. Going long heavy crude refiners. Most likely Venezuela starts exporting its heavy crude with support from U.S. Refiners like Valero Energy who take the thick Venezuelan sludge oil and turn into sweet light crude. \n\n2. Going long oil service companies. To get that oil out of the ground you will need new equipment. Haliburton & SLB are the largest and if American companies start entering Venezuela again they will be the first purchases they make. \n\n3. Shorting Canadian Oil Companies. Canada exports the same heavy crude that Venezuela does. They basically just got a new competitor with more capacity and arguably cheaper costs (stolen goods) than them hitting the market.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07268165272695415, "ret_signed_m1d": -0.07268165272695415, "alpha_spy_m1d": -0.06606551049622378, "alpha_c_m1d": -0.04623687689289435, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.026444775834059797, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034147843642867604, "ret_signed_p1d": -0.034147843642867604, "alpha_spy_p1d": -0.040095001942238695, "alpha_c_p1d": -0.0074896192462412525, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": -0.02665822439662635, "ret_p1w": -0.0006265061926429283, "ret_signed_p1w": -0.0006265061926429283, "alpha_spy_p1w": -0.011444809692933156, "alpha_c_p1w": 0.011103020168460764, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.011729526361103693, "ret_p1m": 0.06109032337970355, "ret_signed_p1m": 0.06109032337970355, "alpha_spy_p1m": 0.05845846314934389, "alpha_c_p1m": -0.04085033478580513, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.10194065816550868, "ret_p3m": 0.2015952210421179, "ret_signed_p3m": 0.2015952210421179, "alpha_spy_p3m": 0.24536147388092777, "alpha_c_p3m": -0.07025643121718317, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.2718516522593011, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06109032337970355, "alpha_spy_stated": 0.05845846314934389, "alpha_c_stated": -0.04085033478580513, "price_path": [-0.2554, -0.2715, -0.3161, -0.2996, -0.3014, -0.303, -0.3207, -0.3067, -0.2958, -0.2143, -0.181, -0.1526, -0.1735, -0.1657, -0.1713, -0.1445, -0.1607, -0.1645, -0.1539, -0.1654, -0.1564, -0.1492, -0.1417, -0.1374, -0.1265, -0.1617, -0.1589, -0.1501, -0.1713, -0.166, -0.1763, -0.2024, -0.1962, -0.2009, -0.2003, -0.1971, -0.1971, -0.1838, -0.171, -0.1623, -0.1416, -0.1281, -0.1087, -0.1203, -0.1046, -0.0902, -0.0877, -0.1034, -0.11, -0.1482, -0.131, -0.1397, -0.1316, -0.1169, -0.1175, -0.1219, -0.1219, -0.1241, -0.1181, -0.1075, -0.1147, -0.1147, -0.0727, 0.0, -0.0341, -0.0482, 0.0078, 0.0222, -0.0006, 0.0216, 0.0351, 0.0269, 0.0204, 0.0204, 0.0044, 0.0451, 0.0564, 0.0636, 0.0702, 0.0733, 0.0451, 0.0461, 0.0501, 0.0285, 0.0611, 0.0758, 0.0602, 0.0959, 0.0934, 0.0658, 0.0974, 0.0742, 0.0639, 0.0639, 0.0561, 0.0893, 0.1081, 0.0999, 0.104, 0.1212, 0.1049, 0.1187, 0.1278, 0.1269, 0.1046, 0.0839, 0.0754, 0.0719, 0.0908, 0.1125, 0.1311, 0.0968, 0.0606, 0.0754, 0.122, 0.1402, 0.1626, 0.15, 0.1808, 0.1997, 0.2161, 0.2211, 0.2724, 0.2359, 0.2274, 0.1962, 0.2016, 0.2016, 0.1906, 0.2189, 0.1899, 0.1865, 0.1833, 0.2154, 0.1808, 0.1818, 0.201, 0.1695, 0.1547, 0.201, 0.2312, 0.2482, 0.2705, 0.2633, 0.2847, 0.3162, 0.3316, 0.3115, 0.3215, 0.3133, 0.2718, 0.2315, 0.2539, 0.2674, 0.3127, 0.2913, 0.2998, 0.3146, 0.3467, 0.353, 0.3316, 0.3209, 0.3055, 0.3055, 0.2932, 0.2466, 0.2381, 0.223, 0.2387, 0.2633, 0.2971, 0.3031, 0.2386, 0.2804, 0.2525, 0.256, 0.257, 0.2519, 0.207, 0.176, 0.1454, 0.1043, 0.1043, 0.1119, 0.11, 0.0717, 0.0961, 0.0961, null, null]}
{"unit_id": "orig:2008221083845943601", "ticker_idx": 2, "ts": "2026-01-05T16:56:31+00:00", "symbol": "SLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Haliburton & SLB are the largest and if American companies start entering Venezuela again they will be the first purchases they make", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long heavy crude refiners (VLO) and oil services (HAL, SLB) on Venezuela reopening; short Canadian oil producers on new lower-cost competition.", "resolved_tickers": ["SLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Equipment & Services'", "bench_c_industry": "Oil & Gas Equipment & Services", "unit_kind": "original", "lang": "en", "tweet_text": "How I am exploiting the Venezuela situation to make money: \n\n1. Going long heavy crude refiners. Most likely Venezuela starts exporting its heavy crude with support from U.S. Refiners like Valero Energy who take the thick Venezuelan sludge oil and turn into sweet light crude. \n\n2. Going long oil service companies. To get that oil out of the ground you will need new equipment. Haliburton & SLB are the largest and if American companies start entering Venezuela again they will be the first purchases they make. \n\n3. Shorting Canadian Oil Companies. Canada exports the same heavy crude that Venezuela does. They basically just got a new competitor with more capacity and arguably cheaper costs (stolen goods) than them hitting the market.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08219181580722601, "ret_signed_m1d": -0.08219181580722601, "alpha_spy_m1d": -0.07557567357649564, "alpha_c_m1d": -0.05574703997316621, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.026444775834059797, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003881265268523504, "ret_signed_p1d": -0.003881265268523504, "alpha_spy_p1d": -0.009828423567894595, "alpha_c_p1d": 0.022776959128102847, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": -0.02665822439662635, "ret_p1w": 0.03082194193601806, "ret_signed_p1w": 0.03082194193601806, "alpha_spy_p1w": 0.020003638435727833, "alpha_c_p1w": 0.04255146829712175, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.011729526361103693, "ret_p1m": 0.13607299300928388, "ret_signed_p1m": 0.13607299300928388, "alpha_spy_p1m": 0.13344113277892422, "alpha_c_p1m": 0.0341323348437752, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.10194065816550868, "ret_p3m": 0.1354234147595874, "ret_signed_p3m": 0.1354234147595874, "alpha_spy_p3m": 0.17918966759839727, "alpha_c_p3m": -0.13642823749971367, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.2718516522593011, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13607299300928388, "alpha_spy_stated": 0.13344113277892422, "alpha_c_stated": 0.0341323348437752, "price_path": [-0.2305, -0.2495, -0.2815, -0.269, -0.2622, -0.2622, -0.2543, -0.2609, -0.2427, -0.2407, -0.2094, -0.1843, -0.1884, -0.1809, -0.1877, -0.1657, -0.1773, -0.1832, -0.1614, -0.1818, -0.1721, -0.1764, -0.1696, -0.1639, -0.1481, -0.1829, -0.1775, -0.1632, -0.1891, -0.1836, -0.1877, -0.2029, -0.1802, -0.1911, -0.1868, -0.1922, -0.1922, -0.1791, -0.1709, -0.1764, -0.1427, -0.1297, -0.1219, -0.1269, -0.1256, -0.0884, -0.079, -0.0993, -0.1119, -0.1413, -0.1203, -0.1295, -0.1306, -0.1249, -0.1279, -0.1331, -0.1331, -0.1372, -0.1347, -0.1199, -0.1237, -0.1237, -0.0822, 0.0, -0.0039, -0.0326, 0.0144, 0.032, 0.0308, 0.0479, 0.0724, 0.0632, 0.0669, 0.0669, 0.0605, 0.1078, 0.126, 0.1221, 0.1347, 0.1566, 0.1158, 0.1062, 0.1046, 0.097, 0.1361, 0.1724, 0.1304, 0.1575, 0.1539, 0.1489, 0.1841, 0.163, 0.1572, 0.1572, 0.1446, 0.1848, 0.1837, 0.1678, 0.1768, 0.1908, 0.1864, 0.1825, 0.1791, 0.1775, 0.1157, 0.0998, 0.0886, 0.0771, 0.0838, 0.1049, 0.1063, 0.0234, 0.027, 0.0325, 0.0594, 0.0408, 0.0982, 0.0709, 0.1311, 0.16, 0.1917, 0.2013, 0.2287, 0.1834, 0.1802, 0.149, 0.1354, 0.1354, 0.1432, 0.1563, 0.1915, 0.2066, 0.1924, 0.1924, 0.1825, 0.2039, 0.188, 0.2094, 0.1988, 0.2119, 0.2482, 0.2571, 0.2895, 0.2684, 0.278, 0.2792, 0.3063, 0.3072, 0.2776, 0.2861, 0.2668, 0.2172, 0.2234, 0.2615, 0.2778, 0.2718, 0.2803, 0.2718, 0.3125, 0.3038, 0.3155, 0.3148, 0.3155, 0.3155, 0.3316, 0.2976, 0.2659, 0.2528, 0.2574, 0.2989, 0.3124, 0.3392, 0.2667, 0.3055, 0.2894, 0.2815, 0.2928, 0.297, 0.24, 0.2252, 0.1619, 0.1102, 0.1102, 0.107, 0.1033, 0.076, 0.0947, 0.0947, null, null]}
{"unit_id": "orig:2008221083845943601", "ticker_idx": 3, "ts": "2026-01-05T16:56:31+00:00", "symbol": "Canadian Oil Companies", "kind": "sector", "geography": "global", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Shorting Canadian Oil Companies. Canada exports the same heavy crude that Venezuela does. They basically just got a new competitor with more capacity and arguably cheaper costs", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long heavy crude refiners (VLO) and oil services (HAL, SLB) on Venezuela reopening; short Canadian oil producers on new lower-cost competition.", "resolved_tickers": ["ENB", "CNQ", "SU", "CVE"], "resolution_method": "basket", "resolution_reason": "Major Canadian oil producers listed on US exchanges", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Integrated'", "bench_c_industry": "Oil & Gas Integrated", "unit_kind": "original", "lang": "en", "tweet_text": "How I am exploiting the Venezuela situation to make money: \n\n1. Going long heavy crude refiners. Most likely Venezuela starts exporting its heavy crude with support from U.S. Refiners like Valero Energy who take the thick Venezuelan sludge oil and turn into sweet light crude. \n\n2. Going long oil service companies. To get that oil out of the ground you will need new equipment. Haliburton & SLB are the largest and if American companies start entering Venezuela again they will be the first purchases they make. \n\n3. Shorting Canadian Oil Companies. Canada exports the same heavy crude that Venezuela does. They basically just got a new competitor with more capacity and arguably cheaper costs (stolen goods) than them hitting the market.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04242726707221223, "ret_signed_m1d": -0.04242726707221223, "alpha_spy_m1d": -0.0490434093029426, "alpha_c_m1d": -0.06887204290627202, "bench_spy_m1d": -0.006616142230730371, "bench_c_m1d": -0.026444775834059797, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013072448055725383, "ret_signed_p1d": 0.013072448055725383, "alpha_spy_p1d": 0.019019606355096474, "alpha_c_p1d": -0.013585776340900968, "bench_spy_p1d": 0.005947158299371091, "bench_c_p1d": -0.02665822439662635, "ret_p1w": 0.007065028530296141, "ret_signed_p1w": -0.007065028530296141, "alpha_spy_p1w": 0.003753274969994086, "alpha_c_p1w": -0.018794554891399834, "bench_spy_p1w": 0.010818303500290227, "bench_c_p1w": -0.011729526361103693, "ret_p1m": 0.15373788591539256, "ret_signed_p1m": -0.15373788591539256, "alpha_spy_p1m": -0.1511060256850329, "alpha_c_p1m": -0.05179722774988388, "bench_spy_p1m": 0.0026318602303596617, "bench_c_p1m": 0.10194065816550868, "ret_p3m": 0.43892854449391777, "ret_signed_p3m": -0.43892854449391777, "alpha_spy_p3m": -0.48269479733272763, "alpha_c_p3m": -0.1670768922346167, "bench_spy_p3m": -0.04376625283880986, "bench_c_p3m": 0.2718516522593011, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15373788591539256, "alpha_spy_stated": -0.1511060256850329, "alpha_c_stated": -0.05179722774988388, "price_path": [0.0101, 0.0084, -0.02, -0.0139, -0.0262, -0.027, -0.0454, -0.0457, -0.0445, -0.0511, -0.0381, -0.0232, -0.0267, -0.0212, -0.0296, -0.0203, -0.0266, -0.0249, -0.0245, -0.0366, -0.0237, -0.0171, 0.0017, 0.0144, 0.0311, 0.0324, 0.023, 0.0375, 0.0328, 0.0538, 0.05, 0.0435, 0.0327, 0.0251, 0.0225, 0.0283, 0.0283, 0.0421, 0.0453, 0.0278, 0.0443, 0.0511, 0.0491, 0.0383, 0.028, 0.0298, 0.0252, 0.0298, 0.0161, -0.0185, -0.0066, -0.0211, -0.0133, -0.0068, 0.0025, 0.0032, 0.0032, 0.0012, 0.0116, 0.0254, 0.0212, 0.0212, 0.0424, 0.0, -0.0131, -0.0289, -0.0104, 0.001, 0.0071, 0.0393, 0.0723, 0.061, 0.0707, 0.0707, 0.0612, 0.0927, 0.0855, 0.1051, 0.1066, 0.1254, 0.142, 0.1642, 0.1428, 0.1287, 0.1537, 0.1695, 0.1578, 0.1828, 0.1965, 0.2012, 0.235, 0.2165, 0.2473, 0.2473, 0.2265, 0.2461, 0.2749, 0.2595, 0.2662, 0.264, 0.2564, 0.2599, 0.2793, 0.3039, 0.293, 0.3027, 0.3188, 0.3146, 0.3179, 0.3096, 0.3423, 0.3592, 0.356, 0.3692, 0.375, 0.381, 0.4188, 0.4118, 0.4036, 0.4252, 0.4374, 0.4355, 0.4695, 0.4549, 0.449, 0.412, 0.4389, 0.4389, 0.4482, 0.4675, 0.4157, 0.3988, 0.4119, 0.4202, 0.392, 0.3835, 0.3997, 0.3378, 0.3466, 0.3676, 0.3803, 0.4043, 0.3938, 0.4053, 0.4327, 0.4721, 0.502, 0.4884, 0.5091, 0.5255, 0.4526, 0.4328, 0.4296, 0.4568, 0.4938, 0.49, 0.5098, 0.5304, 0.5633, 0.5723, 0.5395, 0.5386, 0.5334, 0.5334, 0.4867, 0.4535, 0.4448, 0.4244, 0.448, 0.4898, 0.4952, 0.5068, 0.447, 0.4596, 0.4214, 0.4478, 0.4473, 0.4421, 0.4026, 0.3741, 0.3401, 0.3177, 0.3177, 0.3377, 0.3429, 0.2999, 0.3059, 0.3059, null, null]}
{"unit_id": "orig:1991306501185491144", "ticker_idx": 0, "ts": "2025-11-20T00:44:01+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we see Nvidia stock trade closer to $190-$188 once people factor in the inventory glut", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects NVDA to pull back to $188-$190 as inventory glut gets priced in.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "My guess is we see Nvidia stock trade closer to $190-$188 once people factor in the inventory glut.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03255094603954234, "ret_signed_m1d": -0.03255094603954234, "alpha_spy_m1d": -0.01707279726076738, "alpha_c_m1d": 0.011558602962739473, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.04410954900228181, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00974309888497693, "ret_signed_p1d": 0.00974309888497693, "alpha_spy_p1d": 0.019704237053941975, "alpha_c_p1d": 0.012911416425216649, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.003168317540239718, "ret_p1w": -0.002103635156317507, "ret_signed_p1w": 0.002103635156317507, "alpha_spy_p1w": 0.04371086225348031, "alpha_c_p1w": 0.07165143967902554, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.06954780452270803, "ret_p1m": 0.0019933448602480475, "ret_signed_p1m": -0.0019933448602480475, "alpha_spy_p1m": 0.044090452813776215, "alpha_c_p1m": 0.09376184222745731, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.09575518708770536, "ret_p3m": 0.024027383794921642, "ret_signed_p3m": -0.024027383794921642, "alpha_spy_p3m": 0.025529985928914645, "alpha_c_p3m": 0.23336425855874277, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.2573916423536644, "ret_p6m": 0.24747983713235766, "ret_signed_p6m": -0.24747983713235766, "alpha_spy_p6m": -0.10825439909031642, "alpha_c_p6m": 0.46913394734182234, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.71661378447418, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0019933448602480475, "alpha_spy_stated": 0.044090452813776215, "alpha_c_stated": 0.09376184222745731, "price_path": [-0.0047, 0.0062, 0.0053, -0.0027, -0.0358, -0.0358, -0.0546, -0.0555, -0.0498, -0.0755, -0.0683, -0.0547, -0.0184, -0.0192, -0.0156, -0.016, -0.0319, -0.0573, -0.0244, -0.022, 0.0164, -0.0122, -0.0203, -0.0163, -0.0136, 0.0067, 0.0329, 0.0365, 0.0457, 0.0386, 0.0271, 0.0244, 0.0469, 0.066, 0.014, 0.0425, -0.0034, -0.0045, 0.0065, 0.0143, 0.0111, 0.0029, -0.002, 0.0084, 0.0311, 0.0601, 0.1129, 0.1461, 0.1232, 0.121, 0.1453, 0.0999, 0.0807, 0.0412, 0.0416, 0.1019, 0.0693, 0.0729, 0.0344, 0.0528, 0.033, 0.004, 0.0326, 0.0, -0.0097, 0.0106, -0.0156, -0.0021, -0.0021, -0.0202, -0.004, 0.0045, -0.0058, 0.0152, 0.0099, 0.0272, 0.024, 0.0174, 0.0017, -0.0311, -0.024, -0.0161, -0.0536, -0.0359, 0.002, 0.0169, 0.0475, 0.0442, 0.0442, 0.0548, 0.042, 0.0383, 0.0325, 0.0325, 0.0455, 0.0415, 0.0366, 0.0469, 0.0244, 0.0234, 0.0239, 0.0287, 0.0139, 0.0355, 0.031, 0.031, -0.0142, 0.0149, 0.0233, 0.039, 0.0323, 0.0437, 0.0603, 0.0658, 0.0581, 0.0276, -0.0016, -0.0357, -0.0484, 0.0265, 0.0521, 0.0438, 0.0522, 0.0349, 0.0121, 0.0121, 0.024, 0.0407, 0.0402, 0.0509, 0.0605, 0.0677, 0.0827, 0.0236, -0.019, 0.0102, -0.0032, 0.0133, 0.015, -0.0156, 0.0112, 0.0229, 0.03, 0.014, -0.002, 0.0144, 0.0073, -0.0012, -0.0114, -0.0438, -0.0276, -0.03, -0.0107, -0.0519, -0.0725, -0.0855, -0.0344, -0.027, -0.0179, -0.0179, -0.0165, -0.014, 0.0081, 0.0182, 0.0443, 0.0481, 0.088, 0.101, 0.0982, 0.1166, 0.1187, 0.1066, 0.1211, 0.1053, 0.1531, 0.1993, 0.1802, 0.1585, 0.1049, 0.0987, 0.0989, 0.0879, 0.1506, 0.171, 0.1915, 0.2149, 0.2223, 0.2503, 0.3052, 0.2475]}
{"unit_id": "quote:1993375607032524996", "ticker_idx": 0, "ts": "2025-11-25T17:45:54+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They are taking down Nvidia.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NVDA: OpenAI shifting to Google TPUs signals Nvidia's dominance is being undermined.", "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": "They are taking down Nvidia. https://t.co/bqy7dsLeDL", "reply_text": null, "parent_text": null, "quoted_text": "THE GREAT DEFECTION HAS BEGUN\n\nOpenAI is now running ChatGPT on Google TPUs.\n\nRead that again.\n\nThe company that made Nvidia a $5 trillion empire just started paying its greatest rival to power inference. This is not a rumor. This is June 2025. This is happening.\n\nWhy would https://t.co/yTot0ZuGDM", "parent_author": null, "ret_m1d": 0.026599982627025787, "ret_signed_m1d": -0.026599982627025787, "alpha_spy_m1d": -0.03591817329273472, "alpha_c_m1d": -0.02921763754530715, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.0026176549182813647, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013721728427074753, "ret_signed_p1d": -0.013721728427074753, "alpha_spy_p1d": -0.006818146009069492, "alpha_c_p1d": 0.008924578981445164, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.022646307408519917, "ret_p1w": 0.020470123682345465, "ret_signed_p1w": -0.020470123682345465, "alpha_spy_p1w": -0.010825821870628083, "alpha_c_p1w": 0.03664578493220083, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.057115908614546296, "ret_p1m": 0.060738392649324346, "ret_signed_p1m": -0.060738392649324346, "alpha_spy_p1m": -0.03496129859775765, "alpha_c_p1m": 0.013651031282923887, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.07438942393224823, "ret_p3m": 0.06754349494237655, "ret_signed_p3m": -0.06754349494237655, "alpha_spy_p3m": -0.04317787776039439, "alpha_c_p3m": 0.1568951597014805, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.22443865464385704, "ret_p6m": 0.25685830810084953, "ret_signed_p6m": -0.25685830810084953, "alpha_spy_p6m": -0.15248997773248063, "alpha_c_p6m": 0.40902488078158084, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.6658831888824304, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.060738392649324346, "alpha_spy_stated": -0.03496129859775765, "alpha_c_stated": 0.013651031282923887, "price_path": [0.0132, -0.0205, -0.0205, -0.0396, -0.0405, -0.0347, -0.0608, -0.0535, -0.0398, -0.0028, -0.0037, 0.0, -0.0004, -0.0165, -0.0423, -0.0089, -0.0065, 0.0326, 0.0034, -0.0048, -0.0007, 0.0021, 0.0227, 0.0493, 0.053, 0.0623, 0.0551, 0.0434, 0.0406, 0.0635, 0.0829, 0.03, 0.059, 0.0124, 0.0113, 0.0224, 0.0304, 0.0271, 0.0188, 0.0138, 0.0244, 0.0475, 0.0769, 0.1305, 0.1643, 0.141, 0.1387, 0.1634, 0.1174, 0.0978, 0.0577, 0.0581, 0.1194, 0.0863, 0.0899, 0.0508, 0.0695, 0.0494, 0.0199, 0.0489, 0.0159, 0.006, 0.0266, 0.0, 0.0137, 0.0137, -0.0046, 0.0118, 0.0205, 0.01, 0.0313, 0.0259, 0.0435, 0.0403, 0.0336, 0.0175, -0.0157, -0.0085, -0.0005, -0.0386, -0.0206, 0.0179, 0.0331, 0.0641, 0.0607, 0.0607, 0.0715, 0.0585, 0.0547, 0.0489, 0.0489, 0.0621, 0.058, 0.053, 0.0636, 0.0407, 0.0396, 0.0401, 0.045, 0.03, 0.052, 0.0474, 0.0474, 0.0015, 0.031, 0.0395, 0.0555, 0.0487, 0.0602, 0.0771, 0.0827, 0.0749, 0.0439, 0.0142, -0.0204, -0.0334, 0.0427, 0.0688, 0.0603, 0.0688, 0.0513, 0.0281, 0.0281, 0.0403, 0.0572, 0.0567, 0.0675, 0.0773, 0.0846, 0.0998, 0.0398, -0.0035, 0.0263, 0.0126, 0.0294, 0.0311, 0.0001, 0.0272, 0.0391, 0.0463, 0.03, 0.0138, 0.0305, 0.0232, 0.0146, 0.0043, -0.0287, -0.0122, -0.0146, 0.0049, -0.0369, -0.0578, -0.071, -0.0191, -0.0115, -0.0023, -0.0023, -0.0009, 0.0017, 0.0241, 0.0344, 0.0609, 0.0647, 0.1052, 0.1185, 0.1156, 0.1343, 0.1364, 0.1242, 0.1389, 0.1228, 0.1714, 0.2183, 0.1989, 0.1769, 0.1224, 0.1161, 0.1163, 0.1052, 0.1689, 0.1895, 0.2103, 0.2342, 0.2417, 0.2701, 0.3259, 0.2673, 0.2504, 0.2408, 0.2569]}
{"unit_id": "quote:1984630092006310069", "ticker_idx": 0, "ts": "2025-11-01T14:34:21+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is why I own Intel stock.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds Intel stock long.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "This is why I own Intel stock.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/EuxsMPS4jf", "parent_author": null, "ret_m1d": 0.012405105783969583, "ret_signed_m1d": 0.012405105783969583, "alpha_spy_m1d": 0.014278330104653292, "alpha_c_m1d": 0.02081815978536916, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.008413054001399578, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06253167647349689, "ret_signed_p1d": -0.06253167647349689, "alpha_spy_p1d": -0.0506781291134778, "alpha_c_p1d": -0.026093560831026208, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.03643811564247068, "ret_p1w": -0.026582259166089806, "ret_signed_p1w": -0.026582259166089806, "alpha_spy_p1w": -0.023801781873936445, "alpha_c_p1w": -0.0066150424242352734, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.019967216741854532, "ret_p1m": 0.10050636001780067, "ret_signed_p1m": 0.10050636001780067, "alpha_spy_p1m": 0.10315508119547523, "alpha_c_p1m": 0.11872545964801695, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.018219099630216284, "ret_p3m": 0.23189873031423058, "ret_signed_p3m": 0.23189873031423058, "alpha_spy_p3m": 0.21323925466754257, "alpha_c_p3m": 0.08789672615891964, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.14400200415531095, "ret_p6m": 1.1397467504573773, "ret_signed_p6m": 1.1397467504573773, "alpha_spy_p6m": 1.092329228839423, "alpha_c_p6m": 0.7938346277510284, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.34591212270634886, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10050636001780067, "alpha_spy_stated": 0.10315508119547523, "alpha_c_stated": 0.11872545964801695, "price_path": [-0.4833, -0.4995, -0.4949, -0.4772, -0.4478, -0.4375, -0.3959, -0.3782, -0.401, -0.3592, -0.4041, -0.4051, -0.3722, -0.3785, -0.3835, -0.3709, -0.3689, -0.3835, -0.3835, -0.3871, -0.3924, -0.377, -0.38, -0.3803, -0.3813, -0.3729, -0.377, -0.3904, -0.3729, -0.3603, -0.3696, -0.2261, -0.2511, -0.2719, -0.2572, -0.2096, -0.1395, -0.1013, -0.1271, -0.1506, -0.0901, -0.0557, -0.0676, -0.0737, -0.059, -0.0524, -0.043, -0.0792, -0.0577, -0.098, -0.0595, -0.0673, -0.063, -0.0354, -0.0349, -0.0653, -0.0339, -0.0309, 0.001, 0.0514, 0.0466, 0.0167, 0.0124, 0.0, -0.0625, -0.0284, -0.0572, -0.0347, -0.0266, -0.041, -0.0408, -0.0909, -0.1008, -0.1213, -0.1309, -0.1111, -0.1489, -0.1266, -0.0939, -0.0929, -0.0681, -0.0681, 0.0268, 0.0129, 0.1005, 0.1078, 0.0253, 0.0484, 0.0203, 0.0253, 0.0324, 0.0003, -0.0428, -0.0504, -0.0554, -0.0873, -0.0815, -0.0678, -0.0792, -0.0797, -0.0846, -0.0846, -0.0835, -0.0714, -0.0557, -0.0658, -0.0658, -0.003, -0.0033, 0.0137, 0.0792, 0.0408, 0.1532, 0.1154, 0.1972, 0.2334, 0.2233, 0.1889, 0.1889, 0.2294, 0.3734, 0.3752, 0.141, 0.0757, 0.1122, 0.2349, 0.2319, 0.1765, 0.2357, 0.2468, 0.2304, 0.2213, 0.2808, 0.2719, 0.1932, 0.2225, 0.1767, 0.1846, 0.1846, 0.1691, 0.1509, 0.1296, 0.1167, 0.1046, 0.1676, 0.1868, 0.1509, 0.1547, 0.1519, 0.0911, 0.1539, 0.1633, 0.0992, 0.1539, 0.1843, 0.2147, 0.1456, 0.1587, 0.1585, 0.1154, 0.14, 0.1691, 0.1106, 0.1142, 0.1154, 0.1944, 0.1165, 0.0919, 0.0428, 0.1172, 0.2159, 0.2754, 0.2754, 0.2856, 0.3395, 0.4924, 0.5625, 0.5792, 0.6501, 0.6154, 0.6441, 0.7342, 0.7342, 0.6633, 0.6775, 0.6524, 0.6906, 1.0896, 1.1516, 1.1397]}
{"unit_id": "quote:2010121197350945135", "ticker_idx": 0, "ts": "2026-01-10T22:46:54+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We can easily see Intel reach a $500B or more market cap if this demand is met", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish INTC: in-house High NA EUV mask fab signals huge customer demand; author sees $500B+ market cap.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Absolutely AMAZING article ! I highly recommend all my intellionairs to follow this guy… \n\nIntel doing High NA mask production this early and completely in house is a HUGE BULL SIGNAL. Mask production is the most expensive part of taping out a chip, & High NA masks need to be designed completely different than regular EUV masks. The fact that they are confident enough to expand production of these mask fabs signals HUGE customer demand… \n\nI did not take this into account. We can easily see Intel reach a $500B or more market cap if this demand is met. Hooooooooooolly shit.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/l9TNSOnhaW\n\nIntellionaire Ep. 14 - deep dive on the planned new EUV Mask Fab in California (BW2/M4) \n\n$INTC", "parent_author": null, "ret_m1d": 0.033817472022884765, "ret_signed_m1d": 0.033817472022884765, "alpha_spy_m1d": 0.03538544263076204, "alpha_c_m1d": 0.037503547965923256, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07330911124742578, "ret_signed_p1d": 0.07330911124742578, "alpha_spy_p1d": 0.07530861801280764, "alpha_c_p1d": 0.07108212330642338, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.06581928326810282, "ret_signed_p1w": 0.06581928326810282, "alpha_spy_p1w": 0.07085410715033236, "alpha_c_p1w": 0.04091268700762707, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.06967770311249333, "ret_signed_p1m": 0.06967770311249333, "alpha_spy_p1m": 0.0740507911442807, "alpha_c_p1m": 0.033584921739074236, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.40081705167893, "ret_signed_p3m": 0.40081705167893, "alpha_spy_p3m": 0.42008338901645514, "alpha_c_p3m": 0.29932216219754215, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06967770311249333, "alpha_spy_stated": 0.0740507911442807, "alpha_c_stated": 0.033584921739074236, "price_path": [-0.1568, -0.1639, -0.16, -0.1353, -0.1348, -0.1621, -0.1339, -0.1312, -0.1026, -0.0574, -0.0617, -0.0885, -0.0924, -0.1035, -0.1596, -0.1289, -0.1548, -0.1346, -0.1273, -0.1403, -0.14, -0.185, -0.1938, -0.2122, -0.2208, -0.2031, -0.2369, -0.217, -0.1877, -0.1868, -0.1645, -0.1645, -0.0794, -0.0919, -0.0134, -0.0068, -0.0808, -0.0601, -0.0853, -0.0808, -0.0744, -0.1033, -0.1419, -0.1487, -0.1532, -0.1818, -0.1766, -0.1643, -0.1745, -0.175, -0.1793, -0.1793, -0.1784, -0.1675, -0.1534, -0.1625, -0.1625, -0.1062, -0.1064, -0.0912, -0.0325, -0.067, 0.0338, 0.0, 0.0733, 0.1058, 0.0967, 0.0658, 0.0658, 0.1021, 0.2313, 0.2329, 0.0229, -0.0356, -0.003, 0.1071, 0.1044, 0.0547, 0.1078, 0.1178, 0.103, 0.0949, 0.1482, 0.1403, 0.0697, 0.096, 0.0549, 0.062, 0.062, 0.0481, 0.0318, 0.0127, 0.0011, -0.0098, 0.0468, 0.064, 0.0318, 0.0352, 0.0327, -0.0218, 0.0345, 0.0429, -0.0145, 0.0345, 0.0617, 0.089, 0.027, 0.0388, 0.0386, 0.0, 0.022, 0.0481, -0.0043, -0.0011, 0.0, 0.0708, 0.0009, -0.0211, -0.0651, 0.0016, 0.0901, 0.1434, 0.1434, 0.1525, 0.2009, 0.3379, 0.4008, 0.4158, 0.4793, 0.4483, 0.4739, 0.5547, 0.5547, 0.4911, 0.5039, 0.4814, 0.5157, 0.8734, 0.929, 0.9183, 1.1505, 1.1443, 1.261, 1.1739, 1.4546, 1.5649, 1.488, 1.8352, 1.9378, 1.7374, 1.7301, 1.6312, 1.4687, 1.4551, 1.5148, 1.7, 1.6895, 1.7199, 1.7199, 1.8034, 1.7637, 1.7438, 1.6028, 1.4814, 1.4496, 1.5581, 1.537, 1.2508, 1.5027, 1.4494, 1.4294, 1.6546, 1.8273, 1.902, 1.6566, 1.7485, 2.0411, 2.0411, 2.1988, 2.0023, 1.988, 2.0157, 2.0157, null, null, null, null, null, null, null]}
{"unit_id": "quote:1991298856076677391", "ticker_idx": 0, "ts": "2025-11-20T00:13:38+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That's insane almost double the inventory in one quarter ?!? I thought nobody could get GPUs? 🚩🚩🚩", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NVDA: flags doubling inventory + net income/OCF discrepancy as red flags suggesting demand weakness or accounting concerns.", "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": "That’s insane almost double the inventory in one quarter ?!? \n\nI thought nobody could get GPUs? \n🚩🚩🚩", "reply_text": null, "parent_text": null, "quoted_text": "Giant jumps in $nvda inventory and AR levels 🚩🚩🚩\n\nHuge discrepancy between net income declared of nearly $32B and operating cash flow of $24B\n\nAccounting stays creative https://t.co/3JlYNbXqiS", "parent_author": null, "ret_m1d": 0.03255094603954234, "ret_signed_m1d": -0.03255094603954234, "alpha_spy_m1d": -0.01707279726076738, "alpha_c_m1d": 0.011558602962739473, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.04410954900228181, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00974309888497693, "ret_signed_p1d": 0.00974309888497693, "alpha_spy_p1d": 0.019704237053941975, "alpha_c_p1d": 0.012911416425216649, "bench_spy_p1d": 0.009961138168965045, "bench_c_p1d": 0.003168317540239718, "ret_p1w": -0.002103635156317507, "ret_signed_p1w": 0.002103635156317507, "alpha_spy_p1w": 0.04371086225348031, "alpha_c_p1w": 0.07165143967902554, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.06954780452270803, "ret_p1m": 0.0019933448602480475, "ret_signed_p1m": -0.0019933448602480475, "alpha_spy_p1m": 0.044090452813776215, "alpha_c_p1m": 0.09376184222745731, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.09575518708770536, "ret_p3m": 0.024027383794921642, "ret_signed_p3m": -0.024027383794921642, "alpha_spy_p3m": 0.025529985928914645, "alpha_c_p3m": 0.23336425855874277, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.2573916423536644, "ret_p6m": 0.24747983713235766, "ret_signed_p6m": -0.24747983713235766, "alpha_spy_p6m": -0.10825439909031642, "alpha_c_p6m": 0.46913394734182234, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.71661378447418, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0019933448602480475, "alpha_spy_stated": 0.044090452813776215, "alpha_c_stated": 0.09376184222745731, "price_path": [-0.0047, 0.0062, 0.0053, -0.0027, -0.0358, -0.0358, -0.0546, -0.0555, -0.0498, -0.0755, -0.0683, -0.0547, -0.0184, -0.0192, -0.0156, -0.016, -0.0319, -0.0573, -0.0244, -0.022, 0.0164, -0.0122, -0.0203, -0.0163, -0.0136, 0.0067, 0.0329, 0.0365, 0.0457, 0.0386, 0.0271, 0.0244, 0.0469, 0.066, 0.014, 0.0425, -0.0034, -0.0045, 0.0065, 0.0143, 0.0111, 0.0029, -0.002, 0.0084, 0.0311, 0.0601, 0.1129, 0.1461, 0.1232, 0.121, 0.1453, 0.0999, 0.0807, 0.0412, 0.0416, 0.1019, 0.0693, 0.0729, 0.0344, 0.0528, 0.033, 0.004, 0.0326, 0.0, -0.0097, 0.0106, -0.0156, -0.0021, -0.0021, -0.0202, -0.004, 0.0045, -0.0058, 0.0152, 0.0099, 0.0272, 0.024, 0.0174, 0.0017, -0.0311, -0.024, -0.0161, -0.0536, -0.0359, 0.002, 0.0169, 0.0475, 0.0442, 0.0442, 0.0548, 0.042, 0.0383, 0.0325, 0.0325, 0.0455, 0.0415, 0.0366, 0.0469, 0.0244, 0.0234, 0.0239, 0.0287, 0.0139, 0.0355, 0.031, 0.031, -0.0142, 0.0149, 0.0233, 0.039, 0.0323, 0.0437, 0.0603, 0.0658, 0.0581, 0.0276, -0.0016, -0.0357, -0.0484, 0.0265, 0.0521, 0.0438, 0.0522, 0.0349, 0.0121, 0.0121, 0.024, 0.0407, 0.0402, 0.0509, 0.0605, 0.0677, 0.0827, 0.0236, -0.019, 0.0102, -0.0032, 0.0133, 0.015, -0.0156, 0.0112, 0.0229, 0.03, 0.014, -0.002, 0.0144, 0.0073, -0.0012, -0.0114, -0.0438, -0.0276, -0.03, -0.0107, -0.0519, -0.0725, -0.0855, -0.0344, -0.027, -0.0179, -0.0179, -0.0165, -0.014, 0.0081, 0.0182, 0.0443, 0.0481, 0.088, 0.101, 0.0982, 0.1166, 0.1187, 0.1066, 0.1211, 0.1053, 0.1531, 0.1993, 0.1802, 0.1585, 0.1049, 0.0987, 0.0989, 0.0879, 0.1506, 0.171, 0.1915, 0.2149, 0.2223, 0.2503, 0.3052, 0.2475]}
{"unit_id": "quote:1989457868786217174", "ticker_idx": 0, "ts": "2025-11-14T22:18:12+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expecting a big miss.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects Nvidia to miss earnings next week; bearish into the 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": "quote", "lang": "en", "tweet_text": "Expecting a big miss.", "reply_text": null, "parent_text": null, "quoted_text": "Next week is Nvidia week in earnings: https://t.co/6dlbiclL1t", "parent_author": null, "ret_m1d": 0.019131792517095958, "ret_signed_m1d": -0.019131792517095958, "alpha_spy_m1d": -0.009727648691994162, "alpha_c_m1d": -0.005379089294098582, "bench_spy_m1d": 0.009404143825101796, "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": 0.01968388730831494, "alpha_c_p1d": 0.007482072570307752, "bench_spy_p1d": -0.008397554120144202, "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]}
{"unit_id": "orig:2016955748014506297", "ticker_idx": 0, "ts": "2026-01-29T19:24:58+00:00", "symbol": "Big Tech", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "expect a massive repricing of all these companies 20-40% lower than where they are now. Big Tech will resemble the valuations of industrial companies from now on", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish on US Big Tech: AI-driven capex structurally compresses margins, expects 20–40% re-rating to industrial-company valuations.", "resolved_tickers": ["QQQ"], "resolution_method": "etf", "resolution_reason": "QQQ is the standard large-cap US tech proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Microsoft capex is a canary in the coal mine. \n\nBig tech is changing forever and no one has priced that in… yet. In the previous decades these companies were characterized by high cash flow and high margins since serving and creating software was relatively cheap. \n\nThis is no longer the case. People are mistaken to think that AI has decreased the cost of software — it has not. Yes, you can run Claude Code to whip up code faster but the cost of the infrastructure to run Claude & similar AI models is EXPLOSIVELY HIGHER than any other piece of software in history. \n\nProliferation of artificial intelligence means that the cost of running software is going up. Huge capex is needed, this is already true, but what people aren’t getting is that it’s not going away. These high margin software businesses Are becoming capex heavy industrial businesses that need to upgrade huge fleets of data centers every four to five years. If you don’t invest in the capex you will lose customers. You HAVE to spend it. Forget even running your own model, just making the infra to run any model cheaply & quickly is extremely valuable and an edge in the market. \n\nThe financial analysts are all looking at the last 10 years of financial statements trying to use that as a guide to price the future. There isn’t anything there that hints at this level of debt, capex, and REOCCURRING EXPENSES. This is why you see mass layoffs at Amazon, Microsoft, Google because they are fighting that game. It’s partly bloat it’s also to make room for the new biggest cost which is the build out of all these data centers. \n\nThat cost is only going UP, not down b/c its capex squared. ASML needs capex to feed TSMC’s capex to feed Nvidia’s capex to feed Meta’s capex. Every step here is someone else’s margin until it falls down to big tech. \n\nSo I can’t believe I’m saying this but.. expect a massive repricing of all these companies 20-40% lower than where they are now. 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{"unit_id": "orig:1989757851925926303", "ticker_idx": 0, "ts": "2025-11-15T18:10:14+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "In two years we will see Nvidia down 60% from the highs as they blow their balance sheet trying to prop up Neoclouds", "tweet_type": "prediction", "timeline": "years", "summary": "Short NVDA -60% in 2 years on balance sheet stress from Neocloud support; buying CDS on Oracle and Coreweave as bearish plays.", "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": "We are entering the bull trap right now. \n\nIn two years we will see Nvidia down 60% from the highs as they blow their balance sheet trying to prop up Neoclouds. Nvidia is the Bank of England and I am George Soros.\n\nI am salivating patiently waiting to go all in short. Buying CDS on Oracle & Coreweave in the mean time.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019131792517095958, "ret_signed_m1d": -0.019131792517095958, "alpha_spy_m1d": -0.009727648691994162, "alpha_c_m1d": -0.005379089294098582, "bench_spy_m1d": 0.009404143825101796, "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": 0.01968388730831494, "alpha_c_p1d": 0.007482072570307752, "bench_spy_p1d": -0.008397554120144202, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0601, -0.0623, -0.0462, -0.0364, -0.0259, -0.0269, -0.0345, -0.0666, -0.0666, -0.0848, -0.0857, -0.0801, -0.105, -0.0981, -0.0849, -0.0497, -0.0505, -0.0471, -0.0474, -0.0628, -0.0874, -0.0555, -0.0532, -0.016, -0.0438, -0.0516, -0.0477, -0.0451, -0.0255, -0.0001, 0.0034, 0.0123, 0.0055, -0.0057, -0.0084, 0.0135, 0.032, -0.0184, 0.0092, -0.0352, -0.0363, -0.0257, -0.0181, -0.0212, -0.0292, -0.0339, -0.0238, -0.0018, 0.0262, 0.0773, 0.1095, 0.0873, 0.0852, 0.1087, 0.0648, 0.0461, 0.0079, 0.0083, 0.0667, 0.0352, 0.0386, 0.0014, 0.0191, 0.0, -0.0281, -0.0004, -0.0319, -0.0414, -0.0217, -0.0471, -0.034, -0.034, -0.0514, -0.0358, -0.0275, -0.0376, -0.0172, -0.0224, -0.0056, -0.0087, -0.0151, -0.0303, -0.062, -0.0552, -0.0475, -0.0839, -0.0667, -0.03, -0.0155, 0.014, 0.0108, 0.0108, 0.0211, 0.0087, 0.0051, -0.0005, -0.0005, 0.0121, 0.0082, 0.0035, 0.0135, -0.0083, -0.0093, -0.0088, -0.0042, -0.0185, 0.0025, -0.0019, -0.0019, -0.0457, -0.0175, -0.0094, 0.0058, -0.0006, 0.0103, 0.0264, 0.0317, 0.0243, -0.0053, -0.0335, -0.0665, -0.0788, -0.0063, 0.0185, 0.0105, 0.0185, 0.0019, -0.0203, -0.0203, -0.0087, 0.0075, 0.007, 0.0173, 0.0266, 0.0336, 0.0481, -0.0091, -0.0504, -0.022, -0.035, -0.019, -0.0174, -0.047, -0.0211, -0.0098, -0.0029, -0.0184, -0.0339, -0.018, -0.0249, -0.0331, -0.043, -0.0744, -0.0586, -0.061, -0.0423, -0.0822, -0.1022, -0.1147, -0.0653, -0.058, -0.0493, -0.0493, -0.0479, -0.0454, -0.0241, -0.0143, 0.011, 0.0146, 0.0532, 0.0659, 0.0631, 0.0809, 0.083, 0.0713, 0.0853, 0.07, 0.1163, 0.161, 0.1425, 0.1215, 0.0696, 0.0636, 0.0638, 0.0532, 0.1139, 0.1336, 0.1534, 0.1761, 0.1833]}
{"unit_id": "orig:1989757851925926303", "ticker_idx": 1, "ts": "2025-11-15T18:10:14+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buying CDS on Oracle", "tweet_type": "prediction", "timeline": "years", "summary": "Short NVDA -60% in 2 years on balance sheet stress from Neocloud support; buying CDS on Oracle and Coreweave as bearish plays.", "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": "We are entering the bull trap right now. \n\nIn two years we will see Nvidia down 60% from the highs as they blow their balance sheet trying to prop up Neoclouds. Nvidia is the Bank of England and I am George Soros.\n\nI am salivating patiently waiting to go all in short. Buying CDS on Oracle & Coreweave in the mean time.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013599575608552739, "ret_signed_m1d": -0.013599575608552739, "alpha_spy_m1d": -0.0041954317834509425, "alpha_c_m1d": -0.0041954317834509425, "bench_spy_m1d": 0.009404143825101796, "bench_c_m1d": 0.009404143825101796, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002865424351994106, "ret_signed_p1d": -0.002865424351994106, "alpha_spy_p1d": -0.011262978472138307, "alpha_c_p1d": -0.011262978472138307, "bench_spy_p1d": -0.008397554120144202, "bench_c_p1d": -0.008397554120144202, "ret_p1w": -0.08905670453784476, "ret_signed_p1w": 0.08905670453784476, "alpha_spy_p1w": 0.09365366141599663, "alpha_c_p1w": 0.09365366141599663, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.00459695687815187, "ret_p1m": -0.14195396732613208, "ret_signed_p1m": 0.14195396732613208, "alpha_spy_p1m": 0.16178372904412397, "alpha_c_p1m": 0.16178372904412397, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.01982976171799189, "ret_p3m": -0.28639300159118863, "ret_signed_p3m": 0.28639300159118863, "alpha_spy_p3m": 0.3128523139835486, "alpha_c_p3m": 0.3128523139835486, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.02645931239235999, "ret_p6m": -0.1450099544429998, "ret_signed_p6m": 0.1450099544429998, "alpha_spy_p6m": 0.26025208743321004, "alpha_c_p6m": 0.26025208743321004, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0673, 0.0587, 0.0732, 0.0689, 0.0634, 0.0707, 0.0912, 0.0267, 0.0267, 0.023, 0.0146, 0.0125, 0.057, 0.0828, 0.0966, 0.4908, 0.3978, 0.3266, 0.3719, 0.3923, 0.3685, 0.3468, 0.4015, 0.49, 0.4249, 0.4006, 0.3228, 0.287, 0.2839, 0.277, 0.3122, 0.3112, 0.2992, 0.324, 0.2906, 0.3105, 0.3507, 0.3325, 0.4009, 0.36, 0.381, 0.4236, 0.325, 0.2607, 0.2515, 0.2402, 0.2739, 0.2887, 0.2799, 0.2773, 0.2522, 0.1684, 0.1944, 0.1728, 0.1288, 0.1385, 0.1089, 0.0882, 0.0954, 0.0741, 0.0324, -0.0104, 0.0136, 0.0, 0.0029, 0.0258, -0.0417, -0.096, -0.0891, -0.1038, -0.0678, -0.0678, -0.0815, -0.0861, -0.0853, -0.0552, -0.0252, -0.0104, 0.0031, 0.0076, 0.0143, -0.0956, -0.136, -0.1589, -0.142, -0.1883, -0.1812, -0.1269, -0.0977, -0.1115, -0.1017, -0.1017, -0.0995, -0.1113, -0.103, -0.1135, -0.1135, -0.1098, -0.124, -0.1188, -0.1229, -0.1374, -0.0947, -0.0666, -0.0775, -0.1171, -0.1342, -0.1286, -0.1286, -0.1795, -0.207, -0.1874, -0.1921, -0.168, -0.2024, -0.212, -0.2293, -0.2495, -0.2701, -0.2946, -0.3311, -0.3776, -0.3487, -0.2859, -0.2708, -0.2833, -0.2864, -0.2697, -0.2697, -0.2978, -0.2878, -0.2861, -0.3247, -0.3556, -0.3335, -0.3256, -0.3145, -0.3369, -0.3194, -0.3205, -0.3051, -0.2941, -0.3024, -0.3088, -0.3187, -0.2561, -0.2742, -0.2926, -0.2887, -0.2946, -0.3027, -0.2908, -0.3174, -0.2962, -0.3292, -0.3341, -0.3487, -0.3631, -0.367, -0.3291, -0.3377, -0.3325, -0.3325, -0.3363, -0.3471, -0.3449, -0.3691, -0.3681, -0.2878, -0.2541, -0.2229, -0.1839, -0.1989, -0.1873, -0.1709, -0.1419, -0.1933, -0.207, -0.2085, -0.2405, -0.2503, -0.2614, -0.2137, -0.1749, -0.1518, -0.1121, -0.1095, -0.1033, -0.1129, -0.145]}
{"unit_id": "orig:1989757851925926303", "ticker_idx": 2, "ts": "2025-11-15T18:10:14+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buying CDS on Oracle & Coreweave in the mean time", "tweet_type": "prediction", "timeline": "years", "summary": "Short NVDA -60% in 2 years on balance sheet stress from Neocloud support; buying CDS on Oracle and Coreweave as bearish plays.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "We are entering the bull trap right now. \n\nIn two years we will see Nvidia down 60% from the highs as they blow their balance sheet trying to prop up Neoclouds. Nvidia is the Bank of England and I am George Soros.\n\nI am salivating patiently waiting to go all in short. Buying CDS on Oracle & Coreweave in the mean time.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.026948078188682834, "ret_signed_m1d": -0.026948078188682834, "alpha_spy_m1d": -0.017543934363581037, "alpha_c_m1d": -0.017543934363581037, "bench_spy_m1d": 0.009404143825101796, "bench_c_m1d": 0.009404143825101796, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005708221090186094, "ret_signed_p1d": 0.005708221090186094, "alpha_spy_p1d": -0.0026893330299581075, "alpha_c_p1d": -0.0026893330299581075, "bench_spy_p1d": -0.008397554120144202, "bench_c_p1d": -0.008397554120144202, "ret_p1w": -0.022965661952505156, "ret_signed_p1w": 0.022965661952505156, "alpha_spy_p1w": 0.027562618830657026, "alpha_c_p1w": 0.027562618830657026, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.00459695687815187, "ret_p1m": -0.07739282741728648, "ret_signed_p1m": 0.07739282741728648, "alpha_spy_p1m": 0.09722258913527837, "alpha_c_p1m": 0.09722258913527837, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.01982976171799189, "ret_p3m": 0.2704101237495258, "ret_signed_p3m": -0.2704101237495258, "alpha_spy_p3m": -0.2439508113571658, "alpha_c_p3m": -0.2439508113571658, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.02645931239235999, "ret_p6m": 0.43037299058686895, "ret_signed_p6m": -0.43037299058686895, "alpha_spy_p6m": -0.3151308575966587, "alpha_c_p6m": -0.3151308575966587, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2149, 0.2052, 0.2477, 0.2263, 0.2132, 0.2867, 0.3645, 0.3678, 0.3678, 0.2391, 0.1932, 0.1613, 0.1827, 0.2419, 0.3304, 0.555, 0.496, 0.4863, 0.5992, 0.5764, 0.6044, 0.6114, 0.6575, 0.7686, 0.7376, 0.7709, 0.6814, 0.5975, 0.6264, 0.8167, 0.8193, 0.8319, 0.7893, 0.7768, 0.7102, 0.8582, 0.8994, 0.8376, 0.88, 0.7796, 0.8484, 0.8816, 0.8169, 0.6867, 0.6602, 0.6133, 0.6373, 0.7596, 0.8062, 0.7895, 0.8576, 0.7398, 0.775, 0.6769, 0.5366, 0.5189, 0.4195, 0.3807, 0.402, 0.1734, 0.1341, 0.04, 0.0269, 0.0, -0.0057, -0.0054, -0.0812, -0.0489, -0.023, -0.0536, -0.0138, -0.0138, -0.0293, 0.023, 0.0093, 0.0535, 0.1383, 0.1722, 0.1448, 0.2035, 0.1703, 0.16, 0.0433, -0.0396, -0.0774, -0.1431, -0.1016, 0.1018, 0.1261, 0.0654, 0.047, 0.047, 0.0145, -0.0054, -0.019, -0.0494, -0.0494, 0.053, 0.0203, 0.0346, 0.0246, 0.0234, 0.0639, 0.1938, 0.1613, 0.1921, 0.2613, 0.3438, 0.3438, 0.264, 0.2485, 0.2185, 0.2343, 0.3051, 0.4451, 0.4074, 0.3213, 0.2371, 0.1807, 0.1955, 0.0947, -0.009, 0.1941, 0.2849, 0.2626, 0.2631, 0.2704, 0.2749, 0.2749, 0.208, 0.2671, 0.2895, 0.1848, 0.2059, 0.3182, 0.3011, 0.296, 0.0562, 0.0361, -0.0206, 0.0554, -0.0068, -0.0311, -0.0122, -0.0054, 0.088, 0.0601, 0.0767, 0.1398, 0.0901, 0.0994, 0.0708, 0.0815, 0.088, 0.1021, 0.1626, 0.068, -0.0069, -0.082, 0.0284, 0.0413, 0.0917, 0.0917, 0.0745, 0.1316, 0.1801, 0.2213, 0.354, 0.4638, 0.5558, 0.5756, 0.5871, 0.5512, 0.5589, 0.5287, 0.6267, 0.5587, 0.4621, 0.4876, 0.4009, 0.5159, 0.4815, 0.5798, 0.6651, 0.6977, 0.8317, 0.7103, 0.5153, 0.5226, 0.4304]}
{"unit_id": "orig:2011850590301692131", "ticker_idx": 0, "ts": "2026-01-15T17:18:53+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now is probably the best risk reward being long Intel in a looong time. Just these factors alone make it a $64 stock this year. I am investing with the intention of holding this for 3 years+", "tweet_type": "prediction", "timeline": "years", "summary": "Long INTC to $64 this year and 3+ year hold on 18A ramp, Xeon 6 sellout, packaging wins, and coming analyst upgrade wave.", "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": "Everyone asking me is it too late to buy Intel… TLDR it’s not ! \n\nWhat we are seeing in the stock price right now is only the effects of Wall Street realizing what I’ve been saying for the past year. This stock price only reflects two upgrades, Key Bank & Citi (who was the most bearish) upgraded from a sell rating to neutral lmao. We have a lot moooooore to go! Now is probably the best risk reward being long Intel in a looong time. \n\nSo let me paint a picture for you of what is coming in the next year. First, I expect more upgrades, the real parabolic move in Intel will happen when 18A is in volume production and they report earnings with a healthy margin on it. This is what every analyst wants to see they want to see customers and good margin. \n\nBut ontop of this we also have the added wind to their sails with the fact that the advanced packaging side of the business with EMIB already has tons of customers & is completely derisked! Additionally Intel’s Xeon 6 server CPUs demand is through the roof and they are expected to already be sold out for 2026 due to the AI infrastructure build outs. Nvidia took a stake in Intel for this very reason! \n\nJust these factors alone make it a $64 stock this year. But what comes next? Well we have the 18 AP node coming that is targeting higher density than TSMC N2 (18A already has better power performance). I don’t see why they won’t ship that either as it’s a lot easier to do than the original 18A. Also if you consider the fact that Intel has a history of squeezing out performance from less advanced nodes like 14 nm+++ 😂 it seems less risky to me. \n\nThen we have 14A slated for 2027, this is where Intel has the potential to overtake TSMC. Even though this is a later issue we will be watching what management says and listening closely to any rumors that customers are signing up for 14A already. My expectation is that Apple will be their lead customer, as TSMC is hiking prices while Nvidia is starting to overtake them as TSMC’s largest customer. Tim Cookie wants Intel to succeed more than anyone it’s a huge bargaining chip for him. \n\nSo yeah that’s the story thus far. I’m not emotionally attached to the stock if I don’t see them executing I will cut them and broadcast that to my followers. 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{"unit_id": "quote:1993452232314933480", "ticker_idx": 0, "ts": "2025-11-25T22:50:23+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Google is going to become a neo cloud they are going to make a fuck ton of money and they are going to eat market share", "tweet_type": "analysis", "timeline": "years", "summary": "Long Google as a neo-cloud on TPU ramp eating Nvidia's market share; implied bearish on Nvidia longer-term.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "I get a lot of comments like this. People think I’m being hyperbolic for like views or something.\n\nI’m not. Everything I say here I mean. I don’t look at the past to predict the future and just assume the trend will continue. There’s no money there.\n\nI take things to their limits & apply game theory. If you had a piece of hardware that you’ve been developing for over 10 years internally that is perfectly suited for the type of AI that is popular right now and you have a software stack that is robust and stable and hammered on by thousands of engineers over many years… what would you do?\n\nThe answer is clear. You rent out any compute you have to anyone who wants it. It’s a hedge with massive upside. If you build out a huge TPU cluster do you really think you can’t find customers who want to rent it? In the worst case scenario, you just use it internally and increase OPEX. I’m sure someone will come with a product that drives revenue from that.\n\nGoogle is going to become a neo cloud they are going to make a fuck ton of money and they are going to eat market share. Doesn’t mean it’s gonna happen this year doesn’t mean it’s gonna happen next year, but this is the path and you have to be aware of it whether you like it or not.", "reply_text": null, "parent_text": null, "quoted_text": "@bubbleboi \"Google is taking half of Nvidia’s market share and market cap\"\n\n what an unserious thing to say", "parent_author": null, "ret_m1d": 0.010907858243333735, "ret_signed_m1d": 0.010907858243333735, "alpha_spy_m1d": 0.017764107976229515, "alpha_c_m1d": 0.012305707467037408, "bench_spy_m1d": -0.0068562497328957805, "bench_c_m1d": -0.0013978492237036733, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.0010002246826130712, "ret_signed_p1w": -0.0010002246826130712, "alpha_spy_p1w": -0.007194327454919991, "alpha_c_p1w": -0.006853798177244963, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.005853573494631892, "ret_p1m": -0.01767328013391889, "ret_signed_p1m": -0.01767328013391889, "alpha_spy_p1m": -0.036417390258384086, "alpha_c_p1m": -0.05272746184059718, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.03505418170667829, "ret_p3m": -0.025804955804614615, "ret_signed_p3m": -0.025804955804614615, "alpha_spy_p3m": -0.03275881177619688, "alpha_c_p3m": -0.03693084825934301, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": 0.011125892454728392, "ret_p6m": 0.21327273114761391, "ret_signed_p6m": 0.21327273114761391, "alpha_spy_p6m": 0.11430118218912133, "alpha_c_p6m": 0.19241348198023323, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.02085924916738069, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3351, -0.3351, -0.34, -0.2797, -0.2746, -0.2662, -0.2685, -0.251, -0.2525, -0.2487, -0.2474, -0.2136, -0.215, -0.2201, -0.2123, -0.2039, -0.2107, -0.2134, -0.2276, -0.2318, -0.2294, -0.2372, -0.2402, -0.2346, -0.2321, -0.2332, -0.2173, -0.2319, -0.2354, -0.2451, -0.2606, -0.2369, -0.2328, -0.2154, -0.2141, -0.2083, -0.1982, -0.2172, -0.2133, -0.209, -0.1876, -0.1584, -0.164, -0.1418, -0.1202, -0.1211, -0.1132, -0.1326, -0.1114, -0.11, -0.1285, -0.0933, -0.0895, -0.1039, -0.1293, -0.1361, -0.1092, -0.1115, -0.0848, -0.0953, -0.0634, -0.0043, 0.0109, 0.0, 0.0, 0.0007, -0.0158, -0.0129, -0.001, -0.0073, 0.0041, -0.0188, -0.0083, 0.0015, -0.0229, -0.0327, -0.036, -0.0412, -0.072, -0.054, -0.0393, -0.0312, -0.0169, -0.0177, -0.0177, -0.0195, -0.0193, -0.0184, -0.0211, -0.0211, -0.0144, -0.01, -0.0169, 0.007, 0.0178, 0.0276, 0.0379, 0.0508, 0.0504, 0.0408, 0.0321, 0.0321, 0.0071, 0.027, 0.0338, 0.0256, 0.0423, 0.0463, 0.0509, 0.0579, 0.0571, 0.0749, 0.0625, 0.0416, 0.036, 0.0098, 0.0143, -0.0036, -0.0275, -0.0336, -0.0439, -0.0439, -0.0554, -0.0513, -0.0528, -0.0149, -0.0258, -0.0277, -0.0214, -0.0387, -0.025, -0.0413, -0.0505, -0.052, -0.059, -0.0664, -0.0412, -0.039, -0.0339, -0.05, -0.0539, -0.0437, -0.0269, -0.037, -0.0388, -0.058, -0.0546, -0.091, -0.0895, -0.1208, -0.1414, -0.144, -0.1, -0.0692, -0.0743, -0.0743, -0.0611, -0.044, -0.0069, -0.0032, -0.0071, 0.0056, 0.0419, 0.0551, 0.0517, 0.0694, 0.056, 0.04, 0.062, 0.0606, 0.0779, 0.0965, 0.0947, 0.0952, 0.2043, 0.2071, 0.1995, 0.2157, 0.2458, 0.2456, 0.2544, 0.2163, 0.2123, 0.2601, 0.2552, 0.2418, 0.2423, 0.2133, 0.2172, 0.2133]}
{"unit_id": "quote:1993452232314933480", "ticker_idx": 1, "ts": "2025-11-25T22:50:23+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Google is taking half of Nvidia's market share and market cap", "tweet_type": "analysis", "timeline": "years", "summary": "Long Google as a neo-cloud on TPU ramp eating Nvidia's market share; implied bearish on Nvidia longer-term.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I get a lot of comments like this. People think I’m being hyperbolic for like views or something.\n\nI’m not. Everything I say here I mean. I don’t look at the past to predict the future and just assume the trend will continue. There’s no money there.\n\nI take things to their limits & apply game theory. If you had a piece of hardware that you’ve been developing for over 10 years internally that is perfectly suited for the type of AI that is popular right now and you have a software stack that is robust and stable and hammered on by thousands of engineers over many years… what would you do?\n\nThe answer is clear. You rent out any compute you have to anyone who wants it. It’s a hedge with massive upside. If you build out a huge TPU cluster do you really think you can’t find customers who want to rent it? In the worst case scenario, you just use it internally and increase OPEX. I’m sure someone will come with a product that drives revenue from that.\n\nGoogle is going to become a neo cloud they are going to make a fuck ton of money and they are going to eat market share. 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{"unit_id": "quote:2011080418817425876", "ticker_idx": 0, "ts": "2026-01-13T14:18:30+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CAN YOU HEAR THAT?! CAN YOU HEAR THAT ANON ?!? THATS THE SOUND OF WALK STREET CAPITULATING. WE DID IT. WE FUCKING DID IT.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Enthusiastically endorses KeyBanc upgrade of INTC to Overweight PT $60 on server CPU sell-out and data center tailwinds.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "CAN YOU HEAR THAT?! CAN YOU HEAR THAT ANON ?!? THATS THE SOUND OF WALK STREET CAPITULATING. \n\nWE DID IT. WE FUCKING DID IT.", "reply_text": null, "parent_text": null, "quoted_text": "KeyBanc Upgrades $INTC to Overweight from Sector Weight, PT $60\n\nAnalyst comments: \"We expect outsized data center demand from hyperscalers this year to be a significant tailwind for Data Center and AI. Our checks indicate INTC is almost sold out for the year in server CPU, and https://t.co/BidfZSg2eD", "parent_author": null, "ret_m1d": -0.06830195558688978, "ret_signed_m1d": -0.06830195558688978, "alpha_spy_m1d": -0.07030546838967533, "alpha_c_m1d": -0.0660799161010267, "bench_spy_m1d": 0.0020035128027855453, "bench_c_m1d": -0.002222039485863081, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03023895702032542, "ret_signed_p1d": 0.03023895702032542, "alpha_spy_p1d": 0.03515420992346441, "alpha_c_p1d": 0.03836092132879665, "bench_spy_p1d": -0.004915252903138989, "bench_c_p1d": -0.00812196430847123, "ret_p1w": 0.02685558116254283, "ret_signed_p1w": 0.02685558116254283, "alpha_spy_p1w": 0.05019186644833196, "alpha_c_p1w": 0.02976719491988855, "bench_spy_p1w": -0.023336285285789127, "bench_c_p1w": -0.0029116137573457213, "ret_p1m": 0.021146119277651643, "ret_signed_p1m": 0.021146119277651643, "alpha_spy_p1m": 0.02375502850188549, "alpha_c_p1m": -0.038236303710339925, "bench_spy_p1m": -0.0026089092242338463, "bench_c_p1m": 0.05938242298799157, "ret_p3m": 0.31909494312640607, "ret_signed_p3m": 0.31909494312640607, "alpha_spy_p3m": 0.33704669378338725, "alpha_c_p3m": 0.20326727667707445, "bench_spy_p3m": -0.01795175065698118, "bench_c_p3m": 0.11582766644933162, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.021146119277651643, "alpha_spy_stated": 0.02375502850188549, "alpha_c_stated": -0.038236303710339925, "price_path": [-0.221, -0.2174, -0.1943, -0.1939, -0.2193, -0.1931, -0.1905, -0.1639, -0.1218, -0.1258, -0.1508, -0.1544, -0.1647, -0.217, -0.1884, -0.2125, -0.1937, -0.1869, -0.199, -0.1988, -0.2406, -0.2489, -0.266, -0.2741, -0.2576, -0.2891, -0.2705, -0.2432, -0.2423, -0.2216, -0.2216, -0.1423, -0.1539, -0.0808, -0.0746, -0.1436, -0.1243, -0.1478, -0.1436, -0.1377, -0.1645, -0.2005, -0.2068, -0.211, -0.2377, -0.2328, -0.2214, -0.2309, -0.2313, -0.2354, -0.2354, -0.2345, -0.2244, -0.2112, -0.2197, -0.2197, -0.1673, -0.1675, -0.1533, -0.0985, -0.1307, -0.0368, -0.0683, 0.0, 0.0302, 0.0218, -0.007, -0.007, 0.0269, 0.1472, 0.1487, -0.0469, -0.1015, -0.0711, 0.0315, 0.029, -0.0173, 0.0321, 0.0414, 0.0277, 0.0201, 0.0698, 0.0624, -0.0034, 0.0211, -0.0171, -0.0106, -0.0106, -0.0235, -0.0387, -0.0565, -0.0672, -0.0774, -0.0247, -0.0087, -0.0387, -0.0355, -0.0379, -0.0886, -0.0362, -0.0283, -0.0818, -0.0362, -0.0108, 0.0146, -0.0431, -0.0321, -0.0324, -0.0683, -0.0478, -0.0235, -0.0723, -0.0694, -0.0683, -0.0023, -0.0675, -0.088, -0.129, -0.0668, 0.0156, 0.0653, 0.0653, 0.0738, 0.1188, 0.2466, 0.3051, 0.3191, 0.3783, 0.3493, 0.3732, 0.4485, 0.4485, 0.3893, 0.4011, 0.3802, 0.4121, 0.7454, 0.7972, 0.7873, 1.0036, 0.9979, 1.1066, 1.0254, 1.287, 1.3897, 1.318, 1.6416, 1.7372, 1.5504, 1.5437, 1.4515, 1.3001, 1.2874, 1.343, 1.5155, 1.5058, 1.5342, 1.5342, 1.612, 1.575, 1.5564, 1.425, 1.3119, 1.2823, 1.3834, 1.3637, 1.0971, 1.3318, 1.2821, 1.2635, 1.4733, 1.6342, 1.7037, 1.4752, 1.5608, 1.8334, 1.8334, 1.9803, 1.7972, 1.7839, 1.8097, 1.8097, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1989416380807192836", "ticker_idx": 0, "ts": "2025-11-14T19:33:21+00:00", "symbol": "Siemens", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own Siemens", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long Siemens; bullish natural gas as the only viable data-center energy source.", "resolved_tickers": ["SIE.DE"], "resolution_method": "exchange_ticker", "resolution_reason": "Siemens AG, XETRA: SIE.DE", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@zephyr_z9 I own Siemens, natural gas is the only option for data centers tbh", "reply_text": null, "parent_text": "WOW", "quoted_text": null, "parent_author": "zephyr_z9", "ret_m1d": 0.032959695592599925, "ret_signed_m1d": 0.032959695592599925, "alpha_spy_m1d": 0.03279593597962216, "alpha_c_m1d": 0.03302551166583678, "bench_spy_m1d": 0.0001637596129777652, "bench_c_m1d": -6.581607323685734e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02174888625644078, "ret_signed_p1d": -0.02174888625644078, "alpha_spy_p1d": -0.012432356417891421, "alpha_c_p1d": -0.011946949097019988, "bench_spy_p1d": -0.009316529838549359, "bench_c_p1d": -0.009801937159420793, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": 0.01919843332973392, "alpha_c_p1w": 0.015656935034574215, "bench_spy_p1w": -0.01919843332973392, "bench_c_p1w": -0.015656935034574215, "ret_p1m": 0.06502241463069658, "ret_signed_p1m": 0.06502241463069658, "alpha_spy_p1m": 0.05192585864739385, "alpha_c_p1m": 0.03226150224981228, "bench_spy_p1m": 0.013096555983302727, "bench_c_p1m": 0.0327609123808843, "ret_p3m": 0.15246637805395502, "ret_signed_p3m": 0.15246637805395502, "alpha_spy_p3m": 0.11961370849291963, "alpha_c_p3m": -0.0016604871862173631, "bench_spy_p3m": 0.032852669561035386, "bench_c_p3m": 0.15412686524017238, "ret_p6m": 0.21177269848226765, "ret_signed_p6m": 0.21177269848226765, "alpha_spy_p6m": 0.10524441418385622, "alpha_c_p6m": 0.05307900780343355, "bench_spy_p6m": 0.10652828429841144, "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": 0.06502241463069658, "alpha_spy_stated": 0.05192585864739385, "alpha_c_stated": 0.03226150224981228, "price_path": [0.0471, 0.0478, 0.0623, 0.0561, 0.0534, 0.0448, 0.0621, 0.061, 0.0726, 0.0256, 0.0289, 0.0316, 0.0135, 0.0343, 0.0247, 0.0242, 0.0271, 0.0249, 0.0323, 0.0137, 0.0101, 0.0224, 0.0242, 0.0182, 0.0269, 0.015, 0.0036, 0.0258, 0.0143, 0.0278, 0.0379, 0.0816, 0.0816, 0.0908, 0.0865, 0.0998, 0.1052, 0.0865, 0.1036, 0.0688, 0.0791, 0.0953, 0.0668, 0.0906, 0.0848, 0.0852, 0.0747, 0.0924, 0.1067, 0.1043, 0.102, 0.1076, 0.1011, 0.1085, 0.0951, 0.0987, 0.0834, 0.0641, 0.1018, 0.1094, 0.1229, 0.0179, 0.033, 0.0, -0.0217, -0.0197, -0.0085, -0.0173, 0.0, 0.0179, 0.0229, 0.0204, 0.0238, 0.0143, 0.0193, 0.0258, 0.0323, 0.0469, 0.0509, 0.0496, 0.0386, 0.0711, 0.063, 0.0724, 0.065, 0.0433, 0.0574, 0.0583, 0.0612, 0.0664, 0.0664, 0.0664, 0.0664, 0.063, 0.0724, 0.0724, 0.0724, 0.0812, 0.0969, 0.1101, 0.1491, 0.1291, 0.1399, 0.1585, 0.1738, 0.1617, 0.1697, 0.167, 0.148, 0.1377, 0.135, 0.157, 0.1408, 0.1415, 0.1363, 0.1251, 0.1478, 0.1493, 0.1675, 0.1691, 0.0852, 0.0964, 0.1233, 0.1478, 0.1574, 0.1491, 0.1525, 0.1497, 0.076, 0.0797, 0.1211, 0.1016, 0.1227, 0.1021, 0.0968, 0.1179, 0.1387, 0.133, 0.0909, 0.0371, 0.0666, 0.0295, 0.0295, 0.0126, 0.0632, 0.0451, 0.029, 0.0091, 0.0089, 0.0036, -0.0012, -0.0369, -0.0669, -0.0323, -0.0419, -0.03, -0.0394, -0.0616, -0.0593, -0.058, -0.0138, -0.0229, -0.0229, -0.0229, -0.0383, 0.0602, 0.0384, 0.0508, 0.0474, 0.0865, 0.0872, 0.0973, 0.1341, 0.1108, 0.1064, 0.1067, 0.1147, 0.1133, 0.1534, 0.1502, 0.13, 0.1566, 0.1566, 0.1428, 0.193, 0.2287, 0.2191, 0.2134, 0.2303, 0.2118]}
{"unit_id": "reply:1989416380807192836", "ticker_idx": 1, "ts": "2025-11-14T19:33:21+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "natural gas is the only option for data centers tbh", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long Siemens; bullish natural gas as the only viable data-center energy source.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "UNG is the US Natural Gas ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@zephyr_z9 I own Siemens, natural gas is the only option for data centers tbh", "reply_text": null, "parent_text": "WOW", "quoted_text": null, "parent_author": "zephyr_z9", "ret_m1d": 0.017170329175483667, "ret_signed_m1d": 0.017170329175483667, "alpha_spy_m1d": 0.017006569562505902, "alpha_c_m1d": 0.017006569562505902, "bench_spy_m1d": 0.0001637596129777652, "bench_c_m1d": 0.0001637596129777652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030219816028631663, "ret_signed_p1d": -0.030219816028631663, "alpha_spy_p1d": -0.020903286190082304, "alpha_c_p1d": -0.020903286190082304, "bench_spy_p1d": -0.009316529838549359, "bench_c_p1d": -0.009316529838549359, "ret_p1w": 0.006181263483503674, "ret_signed_p1w": 0.006181263483503674, "alpha_spy_p1w": 0.025379696813237596, "alpha_c_p1w": 0.025379696813237596, "bench_spy_p1w": -0.01919843332973392, "bench_c_p1w": -0.01919843332973392, "ret_p1m": -0.14423079127390648, "ret_signed_p1m": -0.14423079127390648, "alpha_spy_p1m": -0.1573273472572092, "alpha_c_p1m": -0.1573273472572092, "bench_spy_p1m": 0.013096555983302727, "bench_c_p1m": 0.013096555983302727, "ret_p3m": -0.15384619919203613, "ret_signed_p3m": -0.15384619919203613, "alpha_spy_p3m": -0.1866988687530715, "alpha_c_p3m": -0.1866988687530715, "bench_spy_p3m": 0.032852669561035386, "bench_c_p3m": 0.032852669561035386, "ret_p6m": -0.22939560826439986, "ret_signed_p6m": -0.22939560826439986, "alpha_spy_p6m": -0.3359238925628113, "alpha_c_p6m": -0.3359238925628113, "bench_spy_p6m": 0.10652828429841144, "bench_c_p6m": 0.10652828429841144, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14423079127390648, "alpha_spy_stated": -0.1573273472572092, "alpha_c_stated": -0.1573273472572092, "price_path": [-0.1648, -0.1669, -0.1484, -0.182, -0.1793, -0.1779, -0.1628, -0.1367, -0.1188, -0.1188, -0.1223, -0.103, -0.1003, -0.1113, -0.0962, -0.0893, -0.1154, -0.147, -0.1408, -0.1133, -0.092, -0.1003, -0.1298, -0.1367, -0.1655, -0.1511, -0.1511, -0.1353, -0.1435, -0.1195, -0.1023, -0.0646, -0.0762, -0.1037, -0.0865, -0.0536, -0.1003, -0.125, -0.1532, -0.1635, -0.1793, -0.1841, -0.2047, -0.1848, -0.112, -0.0968, -0.103, -0.112, -0.1092, -0.1147, -0.1525, -0.1614, -0.1195, -0.09, -0.0549, -0.0433, -0.0639, -0.0268, -0.0419, -0.0316, 0.0, 0.0062, 0.0172, 0.0, -0.0302, -0.0234, 0.0096, -0.0096, 0.0062, -0.0103, -0.0501, -0.0213, -0.0213, 0.0117, 0.0446, 0.0275, 0.0625, 0.0755, 0.1243, 0.035, -0.0316, -0.0206, -0.1016, -0.1257, -0.1442, -0.169, -0.1319, -0.1738, -0.1628, -0.1861, -0.114, -0.149, -0.149, -0.1202, -0.1037, -0.0989, -0.158, -0.158, -0.1717, -0.2012, -0.2253, -0.1909, -0.226, -0.2857, -0.2321, -0.2225, -0.2967, -0.2926, -0.2905, -0.2905, -0.1504, -0.0632, -0.0776, -0.0405, 0.0185, 0.0096, -0.0021, 0.0343, 0.1607, -0.1277, -0.1085, -0.0755, -0.0714, -0.0886, -0.1641, -0.1669, -0.1538, -0.1463, -0.1456, -0.1456, -0.1827, -0.1848, -0.1896, -0.1751, -0.1937, -0.2129, -0.2033, -0.2184, -0.2088, -0.1758, -0.1566, -0.1909, -0.1724, -0.1243, -0.1545, -0.1573, -0.1154, -0.1044, -0.1319, -0.1614, -0.1621, -0.1298, -0.1374, -0.149, -0.1944, -0.1944, -0.1854, -0.1868, -0.1566, -0.1978, -0.1944, -0.2157, -0.2205, -0.2205, -0.2191, -0.2067, -0.239, -0.2527, -0.2603, -0.2665, -0.2747, -0.2734, -0.2596, -0.2555, -0.2548, -0.2479, -0.2479, -0.2775, -0.2919, -0.2795, -0.2905, -0.3029, -0.272, -0.2644, -0.2479, -0.2692, -0.2823, -0.2665, -0.274, -0.2294]}
{"unit_id": "quote:1995915077698850833", "ticker_idx": 0, "ts": "2025-12-02T17:56:51+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am updating my next year price target of Intel to $64 a share. I AINT SELLING YET !!!", "tweet_type": "prediction", "timeline": "months", "summary": "Long INTC, raising price target to $64 on advanced packaging / Apple / TPU thesis; still holding.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "When your thesis plays out over a year after everyone doubted you and made fun of you. \n\nMy investors told me I was crazy when I put 60% of our money into Intel. \n\nMy girlfriend almost left me when I said I was taking a loan to buy more Intel. \n\nI hid the stress everyday, when they fired Pat I was still buying at $19 a share. When every investment bank downgraded the stock after the government and Nvidia took a stake I was not shaken one bit. When they reported record earnings and Wall Street tried to play it down as an anomaly I saw the signal in the noise. \n\nAdvanced packaging Lip Bu told us himself, when I said Apple was going to move to Intel fabs, when I said the TPU would use Intel packaging, I had the “experts” accuse me of lying. \n\nBut the truth is right there for everyone to see now. This is only the start. I am updating my next year price target of Intel to $64 a share. A special number for those in the know. Let’s keep going, I AINT SELLING YET !!!", "reply_text": null, "parent_text": null, "quoted_text": "INTEL SHARES RISE 8%", "parent_author": null, "ret_m1d": -0.07959518753181105, "ret_signed_m1d": -0.07959518753181105, "alpha_spy_m1d": -0.0777462449489007, "alpha_c_m1d": -0.061594491184534084, "bench_spy_m1d": -0.0018489425829103512, "bench_c_m1d": -0.018000696347276968, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006671200659915444, "ret_signed_p1d": 0.006671200659915444, "alpha_spy_p1d": 0.003208451579555849, "alpha_c_p1d": -0.00707280041390379, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.013744001073819234, "ret_p1w": -0.06832300752935394, "ret_signed_p1w": -0.06832300752935394, "alpha_spy_p1w": -0.07053856013798288, "alpha_c_p1w": -0.09494849636071345, "bench_spy_p1w": 0.0022155526086289345, "bench_c_p1w": 0.02662548883135951, "ret_p1m": -0.15113870509152816, "ret_signed_p1m": -0.15113870509152816, "alpha_spy_p1m": -0.15466746203612425, "alpha_c_p1m": -0.15620391610621576, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.005065211014687598, "ret_p3m": 0.049229338153991886, "ret_signed_p3m": 0.049229338153991886, "alpha_spy_p3m": 0.03971111248872572, "alpha_c_p3m": -0.08488428568970208, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.13411362384369396, "ret_p6m": 1.8012420801375995, "ret_signed_p6m": 1.8012420801375995, "alpha_spy_p6m": 1.6938322052527521, "alpha_c_p6m": 1.1392968796703244, "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": -0.15113870509152816, "alpha_spy_stated": -0.15466746203612425, "alpha_c_stated": -0.15620391610621576, "price_path": [-0.4339, -0.4366, -0.4369, -0.4378, -0.4302, -0.4339, -0.4461, -0.4302, -0.4187, -0.4272, -0.2968, -0.3195, -0.3384, -0.3251, -0.2818, -0.2181, -0.1833, -0.2068, -0.2282, -0.1732, -0.1419, -0.1527, -0.1583, -0.1449, -0.1389, -0.1304, -0.1633, -0.1438, -0.1804, -0.1454, -0.1525, -0.1486, -0.1235, -0.1231, -0.1507, -0.1222, -0.1194, -0.0904, -0.0446, -0.049, -0.0761, -0.0801, -0.0913, -0.1481, -0.1171, -0.1433, -0.1228, -0.1155, -0.1286, -0.1284, -0.1739, -0.1829, -0.2015, -0.2103, -0.1923, -0.2266, -0.2063, -0.1767, -0.1758, -0.1532, -0.1532, -0.0669, -0.0796, 0.0, 0.0067, -0.0683, -0.0474, -0.0729, -0.0683, -0.0619, -0.0911, -0.1302, -0.1371, -0.1417, -0.1707, -0.1654, -0.153, -0.1633, -0.1638, -0.1682, -0.1682, -0.1672, -0.1562, -0.1419, -0.1511, -0.1511, -0.0941, -0.0943, -0.0789, -0.0193, -0.0543, 0.0478, 0.0136, 0.0879, 0.1208, 0.1116, 0.0803, 0.0803, 0.1171, 0.248, 0.2496, 0.0368, -0.0225, 0.0106, 0.1222, 0.1194, 0.069, 0.1228, 0.133, 0.118, 0.1097, 0.1638, 0.1557, 0.0842, 0.1109, 0.0692, 0.0764, 0.0764, 0.0623, 0.0458, 0.0265, 0.0147, 0.0037, 0.061, 0.0784, 0.0458, 0.0492, 0.0467, -0.0085, 0.0485, 0.0571, -0.0012, 0.0485, 0.0761, 0.1037, 0.0409, 0.0529, 0.0527, 0.0136, 0.0359, 0.0623, 0.0092, 0.0124, 0.0136, 0.0853, 0.0145, -0.0078, -0.0525, 0.0152, 0.1049, 0.159, 0.159, 0.1682, 0.2172, 0.3561, 0.4198, 0.435, 0.4994, 0.4679, 0.4939, 0.5758, 0.5758, 0.5114, 0.5243, 0.5015, 0.5362, 0.8988, 0.9551, 0.9443, 1.1797, 1.1735, 1.2917, 1.2034, 1.4879, 1.5997, 1.5217, 1.8737, 1.9777, 1.7746, 1.7672, 1.6669, 1.5022, 1.4884, 1.5489, 1.7366, 1.726, 1.7568, 1.7568, 1.8415, 1.8012]}
{"unit_id": "quote:1988968379978519006", "ticker_idx": 0, "ts": "2025-11-13T13:53:09+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "He knows Intel is the only option.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC as the sole US semiconductor manufacturing option for Musk's supply chain buildout.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Elon is no dummy. He knows Intel is the only option.", "reply_text": null, "parent_text": null, "quoted_text": "Exclusive: Musk Is Actually Building a Full-Stack Semiconductor Supply Chain\n\nElon Musk, owner of SpaceX and Tesla Inc., is making significant strides to develop a comprehensive semiconductor manufacturing supply chain in the US. Sources indicate that the fan-out panel-level https://t.co/vEJHYPNE3h", "parent_author": null, "ret_m1d": 0.055137832098292705, "ret_signed_m1d": 0.055137832098292705, "alpha_spy_m1d": 0.038263921647130994, "alpha_c_m1d": 0.02407820885389489, "bench_spy_m1d": 0.01687391045116171, "bench_c_m1d": 0.031059623244397816, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010860467594141276, "ret_signed_p1d": -0.010860467594141276, "alpha_spy_p1d": -0.010696734793983476, "alpha_c_p1d": -0.011324511802897064, "bench_spy_p1d": -0.0001637328001578009, "bench_c_p1d": 0.0004640442087557872, "ret_p1w": -0.06377056322077301, "ret_signed_p1w": -0.06377056322077301, "alpha_spy_p1w": -0.034739583931049145, "alpha_c_p1w": -0.006581264877456139, "bench_spy_p1w": -0.02903097928972387, "bench_c_p1w": -0.057189298343316874, "ret_p1m": 0.05291009562663174, "ret_signed_p1m": 0.05291009562663174, "alpha_spy_p1m": 0.03844666532007501, "alpha_c_p1m": 0.02593951240731185, "bench_spy_p1m": 0.014463430306556724, "bench_c_p1m": 0.026970583219319888, "ret_p3m": 0.31244782145304595, "ret_signed_p3m": 0.31244782145304595, "alpha_spy_p3m": 0.2795255325380954, "alpha_c_p3m": 0.1349655156353946, "bench_spy_p3m": 0.032922288914950526, "bench_c_p3m": 0.17748230581765134, "ret_p6m": 2.478696705646124, "ret_signed_p6m": 2.478696705646124, "alpha_spy_p6m": 2.374863645704443, "alpha_c_p6m": 1.8305823080508796, "bench_spy_p6m": 0.1038330599416808, "bench_c_p6m": 0.6481143975952444, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05291009562663174, "alpha_spy_stated": 0.03844666532007501, "alpha_c_stated": 0.02593951240731185, "price_path": [-0.3411, -0.2952, -0.3445, -0.3456, -0.3094, -0.3163, -0.3219, -0.308, -0.3058, -0.3219, -0.3219, -0.3258, -0.3317, -0.3147, -0.318, -0.3183, -0.3194, -0.3102, -0.3147, -0.3294, -0.3102, -0.2963, -0.3066, -0.1487, -0.1763, -0.1991, -0.183, -0.1306, -0.0535, -0.0114, -0.0398, -0.0657, 0.0008, 0.0387, 0.0256, 0.0189, 0.0351, 0.0423, 0.0526, 0.0128, 0.0365, -0.0078, 0.0345, 0.0259, 0.0306, 0.061, 0.0615, 0.0281, 0.0627, 0.066, 0.1011, 0.1565, 0.1512, 0.1184, 0.1136, 0.1, 0.0312, 0.0688, 0.037, 0.0618, 0.0707, 0.0549, 0.0551, 0.0, -0.0109, -0.0334, -0.044, -0.0223, -0.0638, -0.0393, -0.0033, -0.0022, 0.0251, 0.0251, 0.1295, 0.1142, 0.2105, 0.2186, 0.1278, 0.1532, 0.1223, 0.1278, 0.1356, 0.1003, 0.0529, 0.0446, 0.039, 0.0039, 0.0103, 0.0253, 0.0128, 0.0123, 0.007, 0.007, 0.0081, 0.0214, 0.0387, 0.0276, 0.0276, 0.0966, 0.0964, 0.115, 0.1871, 0.1448, 0.2684, 0.227, 0.3169, 0.3567, 0.3456, 0.3077, 0.3077, 0.3523, 0.5107, 0.5127, 0.2551, 0.1832, 0.2233, 0.3584, 0.3551, 0.2941, 0.3592, 0.3715, 0.3534, 0.3434, 0.4088, 0.3991, 0.3124, 0.3448, 0.2943, 0.303, 0.303, 0.286, 0.2659, 0.2426, 0.2283, 0.215, 0.2843, 0.3055, 0.2659, 0.2701, 0.2671, 0.2002, 0.2693, 0.2796, 0.2091, 0.2693, 0.3027, 0.3361, 0.2601, 0.2746, 0.2743, 0.227, 0.254, 0.286, 0.2217, 0.2256, 0.227, 0.3138, 0.2281, 0.2011, 0.147, 0.2289, 0.3375, 0.403, 0.403, 0.4141, 0.4734, 0.6416, 0.7187, 0.7371, 0.8151, 0.7769, 0.8084, 0.9075, 0.9075, 0.8296, 0.8452, 0.8176, 0.8596, 1.2985, 1.3668, 1.3537, 1.6385, 1.631, 1.7742, 1.6672, 2.0117, 2.147, 2.0526, 2.4787]}
{"unit_id": "quote:1994421097085702509", "ticker_idx": 0, "ts": "2025-11-28T15:00:18+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You don't own enough intel!!!", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Enthusiastic endorsement of Intel as beneficiary of AVGO's Intel-EMIB solution winning Trainium 3 back-end share.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "You don’t own enough intel!!!", "reply_text": null, "parent_text": null, "quoted_text": "Just in: I'm not sure if I can share this, but it seems  that $AVGO did break into Trainium 3 back-end by proposing an Intel-EMIB solution and will gain share from Alchip and $MRVL (should be proportionally decreased?).\n\nOne more thing: $AVGO is also very \"active\" in Trainium 4.", "parent_author": null, "ret_m1d": -0.09245561817138881, "ret_signed_m1d": -0.09245561817138881, "alpha_spy_m1d": -0.0870268166978454, "alpha_c_m1d": -0.07948291744846436, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.012972700722924446, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013560232572378372, "ret_signed_p1d": -0.013560232572378372, "alpha_spy_p1d": -0.008994672218937572, "alpha_c_p1d": -0.015490504675310546, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": 0.0019302721029321734, "ret_p1w": 0.020956569165227368, "ret_signed_p1w": 0.020956569165227368, "alpha_spy_p1w": 0.017591045445052522, "alpha_c_p1w": -0.0135046926121003, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.03446126177732767, "ret_p1m": -0.09566077260219807, "ret_signed_p1m": -0.09566077260219807, "alpha_spy_p1m": -0.10516119769396814, "alpha_c_p1m": -0.1327428004332929, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.03708202783109482, "ret_p3m": 0.15581852763412307, "ret_signed_p3m": 0.15581852763412307, "alpha_spy_p3m": 0.1385396570769759, "alpha_c_p3m": -0.057665152516148455, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.21348368015027153, "ret_p6m": 1.954634918153773, "ret_signed_p6m": 1.954634918153773, "alpha_spy_p6m": 1.8573322629894236, "alpha_c_p6m": 1.3135730695000363, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.6410618486537367, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09566077260219807, "alpha_spy_stated": -0.10516119769396814, "alpha_c_stated": -0.1327428004332929, "price_path": [-0.4031, -0.4083, -0.3932, -0.3962, -0.3964, -0.3974, -0.3893, -0.3932, -0.4063, -0.3893, -0.377, -0.3861, -0.2463, -0.2707, -0.2909, -0.2766, -0.2303, -0.162, -0.1248, -0.1499, -0.1728, -0.1139, -0.0804, -0.092, -0.0979, -0.0836, -0.0772, -0.068, -0.1033, -0.0823, -0.1215, -0.0841, -0.0917, -0.0875, -0.0607, -0.0602, -0.0897, -0.0592, -0.0562, -0.0251, 0.0239, 0.0192, -0.0099, -0.0141, -0.0261, -0.087, -0.0537, -0.0819, -0.0599, -0.052, -0.0661, -0.0658, -0.1146, -0.1243, -0.1442, -0.1536, -0.1344, -0.1711, -0.1494, -0.1176, -0.1166, -0.0925, -0.0925, 0.0, -0.0136, 0.0717, 0.0789, -0.0015, 0.021, -0.0064, -0.0015, 0.0054, -0.0259, -0.0678, -0.0752, -0.0801, -0.1112, -0.1055, -0.0922, -0.1033, -0.1038, -0.1085, -0.1085, -0.1075, -0.0957, -0.0804, -0.0902, -0.0902, -0.0291, -0.0293, -0.0128, 0.051, 0.0136, 0.123, 0.0863, 0.1659, 0.2012, 0.1913, 0.1578, 0.1578, 0.1972, 0.3375, 0.3393, 0.1112, 0.0476, 0.0831, 0.2027, 0.1997, 0.1457, 0.2034, 0.2143, 0.1982, 0.1893, 0.2473, 0.2387, 0.162, 0.1906, 0.146, 0.1536, 0.1536, 0.1386, 0.1208, 0.1001, 0.0875, 0.0757, 0.1371, 0.1558, 0.1208, 0.1245, 0.1218, 0.0626, 0.1238, 0.1329, 0.0705, 0.1238, 0.1534, 0.1829, 0.1156, 0.1285, 0.1282, 0.0863, 0.1102, 0.1386, 0.0816, 0.0851, 0.0863, 0.1632, 0.0873, 0.0634, 0.0155, 0.088, 0.1842, 0.2421, 0.2421, 0.252, 0.3045, 0.4534, 0.5217, 0.538, 0.607, 0.5732, 0.6011, 0.6889, 0.6889, 0.6198, 0.6336, 0.6092, 0.6464, 1.035, 1.0954, 1.0838, 1.336, 1.3294, 1.4561, 1.3614, 1.6664, 1.7862, 1.7027, 2.0799, 2.1913, 1.9736, 1.9657, 1.8582, 1.6817, 1.6669, 1.7318, 1.9329, 1.9216, 1.9546, 1.9546]}
{"unit_id": "reply:1983558719423328590", "ticker_idx": 0, "ts": "2025-10-29T15:37:06+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel story only getting started", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish INTC; claims the Intel story is only getting started.", "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": "@MartinShkreli Intel story only getting started Martin would love to come pitch it to you sometime", "reply_text": null, "parent_text": "best chart I've ever made:\n$NVDA revenue vs. $INTC revenue since inception, adjusted for inflation https://t.co/Yb582DnpGz", "quoted_text": null, "parent_author": "MartinShkreli", "ret_m1d": 0.004595999661531014, "ret_signed_m1d": 0.004595999661531014, "alpha_spy_m1d": 0.005076229183309633, "alpha_c_m1d": 0.019516922879381116, "bench_spy_m1d": -0.000480229521778619, "bench_c_m1d": -0.014920923217850102, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028543790537502334, "ret_signed_p1d": -0.028543790537502334, "alpha_spy_p1d": -0.01754569292324215, "alpha_c_p1d": -0.015304933269360443, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": -0.01323885726814189, "ret_p1w": -0.07160133220965559, "ret_signed_p1w": -0.07160133220965559, "alpha_spy_p1w": -0.057329902795382526, "alpha_c_p1w": -0.046886905134821744, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": -0.024714427074833845, "ret_p1m": -0.10957907021229885, "ret_signed_p1m": -0.10957907021229885, "alpha_spy_p1m": -0.09836270272963887, "alpha_c_p1m": -0.052879561984468304, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.05669950822783054, "ret_p3m": 0.027818130663623597, "ret_signed_p3m": 0.027818130663623597, "alpha_spy_p3m": 0.017071786482480755, "alpha_c_p3m": -0.057505067420943856, "bench_spy_p3m": 0.010746344181142842, "bench_c_p3m": 0.08532319808456745, "ret_p6m": 0.6153845798937772, "ret_signed_p6m": 0.6153845798937772, "alpha_spy_p6m": 0.5788785415268045, "alpha_c_p6m": 0.30410886649608937, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.3112757133976878, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10957907021229885, "alpha_spy_stated": -0.09836270272963887, "alpha_c_stated": -0.052879561984468304, "price_path": [-0.5329, -0.5283, -0.5116, -0.5063, -0.5218, -0.5174, -0.5005, -0.4724, -0.4625, -0.4228, -0.4059, -0.4277, -0.3878, -0.4306, -0.4315, -0.4001, -0.4061, -0.411, -0.3989, -0.397, -0.411, -0.411, -0.4144, -0.4194, -0.4047, -0.4076, -0.4078, -0.4088, -0.4008, -0.4047, -0.4175, -0.4008, -0.3887, -0.3977, -0.2605, -0.2845, -0.3043, -0.2903, -0.2448, -0.1778, -0.1413, -0.1659, -0.1884, -0.1306, -0.0977, -0.1091, -0.1149, -0.1009, -0.0946, -0.0856, -0.1202, -0.0997, -0.1381, -0.1014, -0.1089, -0.1047, -0.0784, -0.0779, -0.1069, -0.0769, -0.074, -0.0435, 0.0046, 0.0, -0.0285, -0.0327, -0.0445, -0.1043, -0.0716, -0.0992, -0.0776, -0.0699, -0.0837, -0.0835, -0.1313, -0.1408, -0.1604, -0.1696, -0.1507, -0.1867, -0.1655, -0.1343, -0.1333, -0.1096, -0.1096, -0.0189, -0.0322, 0.0515, 0.0585, -0.0203, 0.0017, -0.0252, -0.0203, -0.0135, -0.0443, -0.0854, -0.0926, -0.0975, -0.128, -0.1224, -0.1093, -0.1202, -0.1207, -0.1253, -0.1253, -0.1243, -0.1127, -0.0977, -0.1074, -0.1074, -0.0474, -0.0477, -0.0314, 0.0312, -0.0056, 0.1018, 0.0658, 0.1439, 0.1785, 0.1688, 0.1359, 0.1359, 0.1746, 0.3123, 0.314, 0.0902, 0.0278, 0.0627, 0.18, 0.1771, 0.1241, 0.1807, 0.1913, 0.1756, 0.1669, 0.2238, 0.2153, 0.1401, 0.1681, 0.1243, 0.1318, 0.1318, 0.1171, 0.0997, 0.0793, 0.067, 0.0554, 0.1156, 0.134, 0.0997, 0.1033, 0.1006, 0.0426, 0.1026, 0.1115, 0.0503, 0.1026, 0.1316, 0.1606, 0.0946, 0.1072, 0.1069, 0.0658, 0.0893, 0.1171, 0.0612, 0.0646, 0.0658, 0.1413, 0.0668, 0.0433, -0.0036, 0.0675, 0.1618, 0.2187, 0.2187, 0.2284, 0.2799, 0.426, 0.493, 0.509, 0.5767, 0.5435, 0.5709, 0.657, 0.657, 0.5893, 0.6028, 0.5789, 0.6154]}
{"unit_id": "orig:2016183446100390272", "ticker_idx": 0, "ts": "2026-01-27T16:16:07+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron increasing nand capacity is bearish. Might sell my whole position.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish MU on NAND capacity increase; considering selling entire position.", "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 increasing nand capacity is bearish. Might sell my whole position.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05155517571166213, "ret_signed_m1d": 0.05155517571166213, "alpha_spy_m1d": 0.047586820914981676, "alpha_c_m1d": 0.03085537785830117, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06103750519364337, "ret_signed_p1d": -0.06103750519364337, "alpha_spy_p1d": -0.06113816977396824, "alpha_c_p1d": -0.03800495790619718, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": 0.02242597155829551, "ret_signed_p1w": -0.02242597155829551, "alpha_spy_p1w": -0.030995429942269892, "alpha_c_p1w": -0.04592506873255886, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.04572936464931909, "ret_signed_p1m": -0.04572936464931909, "alpha_spy_p1m": -0.04909382018892361, "alpha_c_p1m": 0.0007040390636565697, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.2113121292028881, "ret_signed_p3m": -0.2113121292028881, "alpha_spy_p3m": -0.18198053495825528, "alpha_c_p3m": 0.032248343335862684, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04572936464931909, "alpha_spy_stated": -0.04909382018892361, "alpha_c_stated": 0.0007040390636565697, "price_path": [-0.4542, -0.4548, -0.4281, -0.4687, -0.4213, -0.4193, -0.4203, -0.3828, -0.4125, -0.4033, -0.4226, -0.3986, -0.4105, -0.4432, -0.4495, -0.5093, -0.4947, -0.4544, -0.4529, -0.4389, -0.4389, -0.4238, -0.4141, -0.4165, -0.4294, -0.4477, -0.422, -0.3984, -0.385, -0.3574, -0.3702, -0.4124, -0.4213, -0.4335, -0.4505, -0.3944, -0.3521, -0.3261, -0.3268, -0.3015, -0.3015, -0.3061, -0.2824, -0.2867, -0.3043, -0.3043, -0.2311, -0.2391, -0.1629, -0.1723, -0.2029, -0.1588, -0.1569, -0.1758, -0.1874, -0.1794, -0.1158, -0.1158, -0.1103, -0.0515, -0.0309, -0.0258, -0.0516, 0.0, 0.061, 0.0623, 0.0113, 0.0672, 0.0224, -0.0752, -0.0667, -0.0379, -0.0652, -0.0902, 0.0002, 0.0091, 0.0035, 0.0035, -0.0255, 0.0261, 0.0173, 0.0437, 0.0262, 0.0189, 0.0457, 0.013, 0.0052, 0.0059, -0.0745, -0.0231, -0.0322, -0.0974, -0.051, -0.0174, 0.0206, -0.0119, 0.0387, 0.0769, 0.1254, 0.1255, 0.083, 0.0309, -0.0144, -0.0359, -0.0686, -0.1335, -0.1292, -0.2153, -0.1761, -0.103, -0.1069, -0.1069, -0.0788, -0.0792, -0.0081, 0.0279, 0.0257, 0.0402, 0.1356, 0.1126, 0.115, 0.1097, 0.0935, 0.0959, 0.1888, 0.1747, 0.2113, 0.2792, 0.2298, 0.2643, 0.2612, 0.3222, 0.4057, 0.5612, 0.6256, 0.5769, 0.8212, 0.9395, 0.8694, 0.9597, 0.8924, 0.7672, 0.662, 0.704, 0.785, 0.8585, 0.8314, 0.8314, 1.1847, 1.264, 1.2521, 1.3679, 1.5252, 1.5949, 1.6327, 1.4289, 1.107, 1.3149, 1.2823, 1.175, 1.4286, 1.3938, 1.6532, 1.4892, 1.5439, 1.7654, 1.7654, 1.9541, 1.5649, 1.5569, 1.9594, 1.9594, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1990564574811005047", "ticker_idx": 0, "ts": "2025-11-17T23:35:52+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looking likely Elon might try to buy out Intel… if a bid does come many more will follow from Nvidia, ARM, Qcomm, etc. could turn into a knife fight", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish INTC on likely Elon/Tesla takeover bid that could spark a bidding war from Nvidia, ARM, Qualcomm.", "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": "Looking likely Elon might try to buy out Intel. My little birdies always told me he was interested over a year ago but now it looks increasingly likely. \n\nMakes sense for Tesla to pivot from just doing cars to being a platform that manufacturers electric cars and components for others. \n\nBut I imagine if a bid does come many more will follow from Nvidia, ARM, Qcomm, etc. could turn into a knife fight.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011068955233035416, "ret_signed_m1d": 0.011068955233035416, "alpha_spy_m1d": 0.002600284996252311, "alpha_c_m1d": -0.009963672481463126, "bench_spy_m1d": 0.008468670236783105, "bench_c_m1d": 0.021032627714498542, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02272061572077444, "ret_signed_p1d": 0.02272061572077444, "alpha_spy_p1d": 0.018857345484942112, "alpha_c_p1d": 0.004268225474094223, "bench_spy_p1d": 0.003863270235832328, "bench_c_p1d": 0.018452390246680217, "ret_p1w": 0.043693560151316646, "ret_signed_p1w": 0.043693560151316646, "alpha_spy_p1w": 0.02105990756855114, "alpha_c_p1w": 0.02353093134380857, "bench_spy_p1w": 0.022633652582765507, "bench_c_p1w": 0.020162628807508076, "ret_p1m": 0.05010187341295036, "ret_signed_p1m": 0.05010187341295036, "alpha_spy_p1m": 0.03295233603669412, "alpha_c_p1m": 0.032249628104854766, "bench_spy_p1m": 0.01714953737625624, "bench_c_p1m": 0.017852245308095593, "ret_p3m": 0.36294781298850465, "ret_signed_p3m": 0.36294781298850465, "alpha_spy_p3m": 0.3270664914716921, "alpha_c_p3m": 0.13582234558912343, "bench_spy_p3m": 0.03588132151681256, "bench_c_p3m": 0.22712546739938122, "ret_p6m": 2.503932260403022, "ret_signed_p6m": 2.503932260403022, "alpha_spy_p6m": 2.3729530695911105, "alpha_c_p6m": 1.7809844777888555, "bench_spy_p6m": 0.13097919081191134, "bench_c_p6m": 0.7229477826141666, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05010187341295036, "alpha_spy_stated": 0.03295233603669412, "alpha_c_stated": 0.032249628104854766, "price_path": [-0.3155, -0.2776, -0.2849, -0.2907, -0.2761, -0.2738, -0.2907, -0.2907, -0.2948, -0.3009, -0.2831, -0.2866, -0.2869, -0.2881, -0.2785, -0.2831, -0.2986, -0.2785, -0.2639, -0.2747, -0.1095, -0.1384, -0.1622, -0.1454, -0.0906, -0.0099, 0.0341, 0.0044, -0.0227, 0.0469, 0.0865, 0.0728, 0.0658, 0.0827, 0.0903, 0.1011, 0.0594, 0.0842, 0.0379, 0.0821, 0.0731, 0.0781, 0.1098, 0.1104, 0.0754, 0.1116, 0.1151, 0.1518, 0.2097, 0.2042, 0.1698, 0.1649, 0.1506, 0.0786, 0.118, 0.0848, 0.1107, 0.12, 0.1034, 0.1037, 0.046, 0.0347, 0.0111, 0.0, 0.0227, -0.0207, 0.005, 0.0425, 0.0437, 0.0722, 0.0722, 0.1815, 0.1655, 0.2662, 0.2747, 0.1797, 0.2062, 0.1739, 0.1797, 0.1879, 0.1509, 0.1014, 0.0926, 0.0868, 0.0501, 0.0568, 0.0725, 0.0594, 0.0588, 0.0533, 0.0533, 0.0545, 0.0685, 0.0865, 0.0749, 0.0749, 0.1471, 0.1468, 0.1663, 0.2418, 0.1975, 0.3268, 0.2834, 0.3775, 0.4192, 0.4075, 0.3679, 0.3679, 0.4145, 0.5803, 0.5823, 0.3128, 0.2377, 0.2796, 0.4209, 0.4174, 0.3536, 0.4218, 0.4346, 0.4157, 0.4052, 0.4736, 0.4634, 0.3729, 0.4066, 0.3539, 0.3629, 0.3629, 0.3452, 0.3242, 0.2997, 0.2849, 0.2709, 0.3434, 0.3656, 0.3242, 0.3286, 0.3254, 0.2555, 0.3277, 0.3385, 0.2648, 0.3277, 0.3627, 0.3976, 0.3181, 0.3332, 0.3329, 0.2834, 0.3117, 0.3452, 0.2779, 0.282, 0.2834, 0.3743, 0.2846, 0.2563, 0.1998, 0.2855, 0.3991, 0.4675, 0.4675, 0.4792, 0.5412, 0.7172, 0.7978, 0.8171, 0.8986, 0.8587, 0.8916, 0.9953, 0.9953, 0.9138, 0.9301, 0.9013, 0.9452, 1.4043, 1.4757, 1.462, 1.76, 1.7521, 1.9018, 1.79, 2.1503, 2.2919, 2.1931, 2.6388, 2.7705, 2.5133, 2.5039]}
{"unit_id": "quote:2009289276396081434", "ticker_idx": 0, "ts": "2026-01-08T15:41:08+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it is easily a trillion dollar company in 5 years", "tweet_type": "prediction", "timeline": "years", "summary": "Long INTC; new management executing, High NA EUV investment strategic, sees trillion-dollar valuation in 5 years.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Agreed. \n\nWhenever I pitch Intel to people their immediate reaction is that it’s some boomer company way past its prime. Anyone with any technical domain expertise knows they have some of the best engineers and IP in the history of the world. \n\nNew management has came in and is getting people on track and shipping. It’s not easy to do so, they are fighting the laws of physics at the nanoscale level. But they have done it before, and the investment in High NA early was a strategic maneuver that makes sense. There is a reason LBT didn’t piece up the company because with just a bit of elbow grease it is easily a trillion dollar company in 5 years.", "reply_text": null, "parent_text": null, "quoted_text": "Many investors who get easily influenced by fake propaganda news paid by international interests and clueless “analysts” missed out on $INTC at $15, then $23, then $33 … and now they’ll miss it at $43 too. And one day they’ll wake up and realize Intel is suddenly at $100, still", "parent_author": null, "ret_m1d": 0.036973982855668774, "ret_signed_m1d": 0.036973982855668774, "alpha_spy_m1d": 0.036872445232553286, "alpha_c_m1d": 0.021036524804453283, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.015937458051215492, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10800288398903568, "ret_signed_p1d": 0.10800288398903568, "alpha_spy_p1d": 0.10138950099214705, "alpha_c_p1d": 0.08098301503150274, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.027019868957532944, "ret_p1w": 0.17538309358859916, "ret_signed_p1w": 0.17538309358859916, "alpha_spy_p1w": 0.17142374921729853, "alpha_c_p1w": 0.1293912413259477, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.045991852262651456, "ret_p1m": 0.2306008124906047, "ret_signed_p1m": 0.2306008124906047, "alpha_spy_p1m": 0.22899098286557495, "alpha_c_p1m": 0.17078239924195948, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.05981841324864523, "ret_p3m": 0.2870347619038782, "ret_signed_p3m": 0.2870347619038782, "alpha_spy_p3m": 0.32835354429958596, "alpha_c_p3m": 0.23183400644527197, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": 0.055200755458606254, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.0946, -0.1333, -0.0963, -0.1039, -0.0997, -0.0732, -0.0727, -0.1019, -0.0718, -0.0688, -0.0382, 0.0102, 0.0056, -0.0231, -0.0272, -0.0392, -0.0992, -0.0664, -0.0941, -0.0725, -0.0647, -0.0786, -0.0783, -0.1265, -0.136, -0.1557, -0.1649, -0.1459, -0.1822, -0.1608, -0.1294, -0.1284, -0.1046, -0.1046, -0.0134, -0.0268, 0.0574, 0.0645, -0.0148, 0.0073, -0.0197, -0.0148, -0.008, -0.0389, -0.0803, -0.0876, -0.0924, -0.1231, -0.1175, -0.1044, -0.1153, -0.1158, -0.1204, -0.1204, -0.1194, -0.1078, -0.0927, -0.1024, -0.1024, -0.0421, -0.0423, -0.026, 0.037, 0.0, 0.108, 0.0718, 0.1503, 0.1851, 0.1754, 0.1423, 0.1423, 0.1812, 0.3196, 0.3213, 0.0963, 0.0336, 0.0686, 0.1866, 0.1837, 0.1304, 0.1873, 0.198, 0.1822, 0.1734, 0.2306, 0.2221, 0.1464, 0.1747, 0.1306, 0.1382, 0.1382, 0.1233, 0.1058, 0.0854, 0.073, 0.0613, 0.1219, 0.1404, 0.1058, 0.1095, 0.1068, 0.0484, 0.1087, 0.1177, 0.0562, 0.1087, 0.1379, 0.1671, 0.1007, 0.1134, 0.1131, 0.0718, 0.0954, 0.1233, 0.0671, 0.0705, 0.0718, 0.1477, 0.0727, 0.0491, 0.0019, 0.0735, 0.1683, 0.2255, 0.2255, 0.2352, 0.287, 0.434, 0.5013, 0.5174, 0.5855, 0.5522, 0.5797, 0.6663, 0.6663, 0.5982, 0.6118, 0.5877, 0.6244, 1.0078, 1.0674, 1.0559, 1.3048, 1.2982, 1.4233, 1.3298, 1.6307, 1.749, 1.6665, 2.0387, 2.1486, 1.9338, 1.9261, 1.82, 1.6458, 1.6312, 1.6952, 1.8937, 1.8825, 1.9151, 1.9151, 2.0046, 1.9621, 1.9406, 1.7896, 1.6595, 1.6254, 1.7417, 1.719, 1.4123, 1.6823, 1.6252, 1.6037, 1.845, 2.0302, 2.1102, 1.8472, 1.9458, 2.2593, 2.2593, 2.4284, 2.2177, 2.2024, 2.2321, 2.2321, null, null, null, null, null]}
{"unit_id": "quote:2021647665730347143", "ticker_idx": 0, "ts": "2026-02-11T18:08:58+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short Amazon, Nvidia, Meta, & Broadcom. Sorry god.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sarcastically shorts AMZN, NVDA, META, AVGO — mocking Vatican Bank's Catholic-ethical equity index which includes them as top holdings.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "Short Amazon, Nvidia, Meta, & Broadcom. Sorry god.", "reply_text": null, "parent_text": null, "quoted_text": "The Vatican Bank launched two equity indexes tracking stocks that it said are 'consistent with Catholic ethical principles'\n\nMark zuckerberg's $META is the top holding for the US-based index https://t.co/1Utrc0CJ9W", "parent_author": null, "ret_m1d": 0.014112136696258437, "ret_signed_m1d": -0.014112136696258437, "alpha_spy_m1d": -0.013880961122799906, "alpha_c_m1d": -0.009271716907869987, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.00484041978838845, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021952154485218922, "ret_signed_p1d": 0.021952154485218922, "alpha_spy_p1d": 0.006503294787332692, "alpha_c_p1d": 0.008110442860119527, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.013841711625099395, "ret_p1w": 0.0034789859305561777, "ret_signed_p1w": -0.0034789859305561777, "alpha_spy_p1w": -0.011673171284062867, "alpha_c_p1w": -0.009762997467321455, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.006284011536765277, "ret_p1m": 0.026705198448370826, "ret_signed_p1m": -0.026705198448370826, "alpha_spy_p1m": -0.06413515743709697, "alpha_c_p1m": -0.07969431085377598, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.05298911240540516, "ret_p3m": 0.31806148481444696, "ret_signed_p3m": -0.31806148481444696, "alpha_spy_p3m": -0.24672932204946285, "alpha_c_p3m": -0.30235324476959047, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.015708240044856492, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.026705198448370826, "alpha_spy_stated": -0.06413515743709697, "alpha_c_stated": -0.07969431085377598, "price_path": [0.15, 0.1411, 0.0905, 0.0912, 0.064, 0.0814, 0.1088, 0.1254, 0.1229, 0.1229, 0.1428, 0.146, 0.1487, 0.1387, 0.1226, 0.1247, 0.1118, 0.1168, 0.1357, 0.1284, 0.1083, 0.0905, 0.0906, 0.0842, 0.1111, 0.114, 0.1193, 0.1375, 0.1387, 0.1387, 0.1394, 0.1372, 0.1394, 0.131, 0.131, 0.1099, 0.142, 0.1806, 0.1837, 0.2068, 0.2122, 0.2077, 0.1887, 0.1596, 0.1671, 0.1717, 0.1717, 0.1319, 0.1334, 0.1483, 0.1719, 0.1683, 0.1989, 0.1908, 0.1845, 0.1726, 0.1905, 0.1692, 0.1417, 0.0912, 0.0306, 0.0227, 0.0141, 0.0, -0.022, -0.0259, -0.0259, -0.0144, 0.0035, 0.0038, 0.0295, 0.0058, 0.022, 0.0321, 0.0188, 0.029, 0.0211, 0.0228, 0.0624, 0.0728, 0.0447, 0.0461, 0.0502, 0.042, 0.0267, 0.0176, 0.0375, 0.0545, 0.0284, 0.0229, 0.0063, 0.0297, 0.0155, 0.0374, 0.017, -0.0232, -0.0153, 0.0205, 0.0318, 0.0279, 0.0279, 0.0427, 0.0475, 0.0841, 0.1449, 0.1681, 0.1755, 0.2202, 0.2177, 0.2235, 0.2278, 0.2166, 0.2246, 0.2513, 0.2499, 0.2936, 0.2795, 0.2725, 0.2889, 0.2988, 0.3145, 0.3331, 0.3404, 0.3475, 0.3287, 0.3361, 0.3181, 0.3025, 0.3236, 0.3094, 0.2943, 0.2978, 0.2708, 0.2986, 0.3155, 0.305, 0.305, 0.2999, 0.3321, 0.3426, 0.3261, 0.2802, 0.257, 0.2251, 0.2436, 0.2056, 0.2016, 0.1965, 0.1662, 0.1834, 0.1689, 0.2055, 0.2054, 0.1638, 0.1975, 0.1975, 0.1407, 0.1471, 0.1479, 0.1124, 0.1124, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021647665730347143", "ticker_idx": 1, "ts": "2026-02-11T18:08:58+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short Amazon, Nvidia, Meta, & Broadcom. Sorry god.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sarcastically shorts AMZN, NVDA, META, AVGO — mocking Vatican Bank's Catholic-ethical equity index which includes them as top holdings.", "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": "Short Amazon, Nvidia, Meta, & Broadcom. Sorry god.", "reply_text": null, "parent_text": null, "quoted_text": "The Vatican Bank launched two equity indexes tracking stocks that it said are 'consistent with Catholic ethical principles'\n\nMark zuckerberg's $META is the top holding for the US-based index https://t.co/1Utrc0CJ9W", "parent_author": null, "ret_m1d": -0.007945293001318965, "ret_signed_m1d": 0.007945293001318965, "alpha_spy_m1d": 0.008176468574777496, "alpha_c_m1d": -0.016212065220294503, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.024157358221613467, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016364060802846025, "ret_signed_p1d": 0.016364060802846025, "alpha_spy_p1d": 0.0009152011049597952, "alpha_c_p1d": -0.004538618818279216, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.020902679621125242, "ret_p1w": -0.010891930060135335, "ret_signed_p1w": 0.010891930060135335, "alpha_spy_p1w": 0.0026977447066286464, "alpha_c_p1w": 0.005515559471169884, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.005376370588965451, "ret_p1m": -0.03630667469242632, "ret_signed_p1m": 0.03630667469242632, "alpha_spy_p1m": -0.0011232842962998202, "alpha_c_p1m": -0.02794423898450038, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0642509136769267, "ret_p3m": 0.15470600189196992, "ret_signed_p3m": -0.15470600189196992, "alpha_spy_p3m": -0.08337383912698582, "alpha_c_p3m": 0.2347293596362663, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.3894353615282362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03630667469242632, "alpha_spy_stated": -0.0011232842962998202, "alpha_c_stated": -0.02794423898450038, "price_path": [0.0006, -0.0182, -0.0458, -0.0186, -0.0496, -0.0588, -0.0395, -0.0644, -0.0516, -0.0516, -0.0687, -0.0534, -0.0453, -0.0551, -0.0351, -0.0402, -0.0237, -0.0267, -0.033, -0.048, -0.0791, -0.0724, -0.0649, -0.1006, -0.0837, -0.0477, -0.0335, -0.0044, -0.0076, -0.0076, 0.0025, -0.0096, -0.0132, -0.0187, -0.0187, -0.0063, -0.0102, -0.0148, -0.0049, -0.0264, -0.0273, -0.0269, -0.0223, -0.0364, -0.0158, -0.0201, -0.0201, -0.063, -0.0354, -0.0274, -0.0125, -0.0188, -0.0081, 0.0077, 0.0129, 0.0057, -0.0234, -0.0511, -0.0835, -0.0956, -0.0244, -0.0001, -0.0079, 0.0, -0.0164, -0.0381, -0.0381, -0.0267, -0.0109, -0.0113, -0.0012, 0.0079, 0.0147, 0.029, -0.0272, -0.0677, -0.0398, -0.0526, -0.0369, -0.0353, -0.0644, -0.0389, -0.0278, -0.0211, -0.0363, -0.0515, -0.0359, -0.0427, -0.0507, -0.0604, -0.0912, -0.0758, -0.0781, -0.0598, -0.0989, -0.1185, -0.1309, -0.0823, -0.0752, -0.0666, -0.0666, -0.0652, -0.0628, -0.0419, -0.0323, -0.0074, -0.0038, 0.034, 0.0465, 0.0437, 0.0613, 0.0633, 0.0518, 0.0656, 0.0505, 0.0959, 0.1398, 0.1217, 0.1011, 0.0501, 0.0443, 0.0444, 0.034, 0.0936, 0.1129, 0.1324, 0.1547, 0.1618, 0.1883, 0.2405, 0.1856, 0.1699, 0.1609, 0.1759, 0.1551, 0.1331, 0.1331, 0.1306, 0.1187, 0.1274, 0.111, 0.1806, 0.1725, 0.13, 0.1519, 0.0805, 0.0992, 0.0968, 0.0559, 0.0793, 0.081, 0.1192, 0.0927, 0.0781, 0.11, 0.11, 0.0992, 0.0538, 0.0484, 0.0312, 0.0312, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021647665730347143", "ticker_idx": 2, "ts": "2026-02-11T18:08:58+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short Amazon, Nvidia, Meta, & Broadcom. Sorry god.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sarcastically shorts AMZN, NVDA, META, AVGO — mocking Vatican Bank's Catholic-ethical equity index which includes them as top holdings.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "Short Amazon, Nvidia, Meta, & Broadcom. Sorry god.", "reply_text": null, "parent_text": null, "quoted_text": "The Vatican Bank launched two equity indexes tracking stocks that it said are 'consistent with Catholic ethical principles'\n\nMark zuckerberg's $META is the top holding for the US-based index https://t.co/1Utrc0CJ9W", "parent_author": null, "ret_m1d": 0.0030356677010496824, "ret_signed_m1d": -0.0030356677010496824, "alpha_spy_m1d": -0.0028044921275911516, "alpha_c_m1d": 0.0041597780645883375, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.00719544576563802, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028234297330113844, "ret_signed_p1d": 0.028234297330113844, "alpha_spy_p1d": 0.012785437632227614, "alpha_c_p1d": 0.01024558431675271, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.017988713013361135, "ret_p1w": -0.03808945047181822, "ret_signed_p1w": 0.03808945047181822, "alpha_spy_p1w": 0.02989526511831153, "alpha_c_p1w": 0.019672422247120958, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.018417028224697263, "ret_p1m": -0.04562645404404719, "ret_signed_p1m": 0.04562645404404719, "alpha_spy_p1m": 0.008196495055321051, "alpha_c_p1m": 0.03303434178812559, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.012592112255921606, "ret_p3m": -0.10366129925553491, "ret_signed_p3m": 0.10366129925553491, "alpha_spy_p3m": 0.17499346202051902, "alpha_c_p3m": 0.09688411157610477, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": -0.006777187679430141, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04562645404404719, "alpha_spy_stated": 0.008196495055321051, "alpha_c_stated": 0.03303434178812559, "price_path": [-0.0893, -0.1005, -0.1069, -0.1179, -0.1197, -0.112, -0.084, -0.0493, -0.0532, -0.0532, -0.0318, -0.0424, -0.0331, -0.0443, -0.0115, 0.0063, -0.0036, -0.0183, -0.0285, -0.0247, -0.0374, -0.0317, -0.0173, -0.0287, -0.0063, -0.0148, -0.0108, -0.0056, -0.0017, -0.0017, -0.0081, -0.015, -0.0041, -0.0129, -0.0129, -0.0273, -0.0148, -0.0121, -0.0299, -0.0338, -0.0234, -0.04, -0.0562, -0.0795, -0.0716, -0.0724, -0.0724, -0.0966, -0.0833, -0.0315, -0.0148, 0.0055, 0.0064, 0.0001, 0.1041, 0.0715, 0.0564, 0.0344, 0.0004, 0.0023, -0.0108, 0.0128, 0.003, 0.0, -0.0282, -0.0432, -0.0432, -0.044, -0.0381, -0.0358, -0.0195, -0.047, -0.044, -0.0224, -0.0175, -0.0307, -0.0226, -0.0204, -0.0014, -0.0121, -0.0356, -0.0319, -0.0219, -0.0207, -0.0456, -0.0822, -0.0609, -0.068, -0.0785, -0.0919, -0.1114, -0.0959, -0.1126, -0.1096, -0.1805, -0.2131, -0.1972, -0.1437, -0.133, -0.1402, -0.1402, -0.1423, -0.1393, -0.0834, -0.0595, -0.0573, -0.0503, -0.0084, 0.0052, 0.0131, 0.0306, 0.0042, 0.0011, 0.0099, -0.0134, 0.0103, 0.0157, 0.0048, 0.0015, -0.0841, -0.0889, -0.0864, -0.0945, -0.0827, -0.0768, -0.0875, -0.1037, -0.0975, -0.0771, -0.0744, -0.0807, -0.0852, -0.098, -0.0944, -0.0909, -0.0866, -0.0866, -0.0835, -0.0492, -0.0491, -0.0533, -0.1013, -0.1055, -0.0676, -0.0607, -0.1124, -0.1238, -0.125, -0.1454, -0.1492, -0.1514, -0.1109, -0.1008, -0.1497, -0.1353, -0.1353, -0.1553, -0.1578, -0.1645, -0.1867, -0.1867, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021647665730347143", "ticker_idx": 3, "ts": "2026-02-11T18:08:58+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short Amazon, Nvidia, Meta, & Broadcom. Sorry god.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sarcastically shorts AMZN, NVDA, META, AVGO — mocking Vatican Bank's Catholic-ethical equity index which includes them as top holdings.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Short Amazon, Nvidia, Meta, & Broadcom. Sorry god.", "reply_text": null, "parent_text": null, "quoted_text": "The Vatican Bank launched two equity indexes tracking stocks that it said are 'consistent with Catholic ethical principles'\n\nMark zuckerberg's $META is the top holding for the US-based index https://t.co/1Utrc0CJ9W", "parent_author": null, "ret_m1d": -0.006768606989351, "ret_signed_m1d": 0.006768606989351, "alpha_spy_m1d": 0.006999782562809531, "alpha_c_m1d": -0.017388751232262467, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.024157358221613467, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0338137239464974, "ret_signed_p1d": 0.0338137239464974, "alpha_spy_p1d": 0.018364864248611168, "alpha_c_p1d": 0.012911044325372156, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.020902679621125242, "ret_p1w": -0.026986852407854034, "ret_signed_p1w": 0.026986852407854034, "alpha_spy_p1w": 0.018792667054347345, "alpha_c_p1w": 0.021610481818888583, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.005376370588965451, "ret_p1m": -0.01980976803381629, "ret_signed_p1m": 0.01980976803381629, "alpha_spy_p1m": -0.017620190954909853, "alpha_c_p1m": -0.044441145643110413, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0642509136769267, "ret_p3m": 0.2525635954874643, "ret_signed_p3m": -0.2525635954874643, "alpha_spy_p3m": -0.1812314327224802, "alpha_c_p3m": 0.1368717660407719, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.3894353615282362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01980976803381629, "alpha_spy_stated": -0.017620190954909853, "alpha_c_stated": -0.044441145643110413, "price_path": [-0.0028, -0.0022, -0.0085, 0.032, 0.0099, -0.0094, 0.1006, 0.1212, 0.1577, 0.1577, 0.1734, 0.1242, 0.1111, 0.1083, 0.1095, 0.1363, 0.168, 0.1831, 0.2025, 0.1833, 0.0481, -0.0105, -0.0062, -0.0507, -0.0394, -0.0089, -0.0038, 0.0191, 0.0218, 0.0218, 0.0273, 0.0193, 0.0207, 0.0097, 0.0097, 0.0142, 0.0019, 0.0029, 0.0022, -0.03, 0.0064, 0.0276, 0.0346, -0.0084, 0.0008, 0.0261, 0.0261, -0.0296, -0.0407, -0.0504, -0.0663, -0.0523, -0.0291, -0.0278, -0.0351, -0.0334, -0.034, -0.0654, -0.1013, -0.0941, -0.0287, 0.0034, -0.0068, 0.0, -0.0338, -0.0513, -0.0513, -0.0298, -0.027, -0.0256, -0.0295, -0.0362, -0.0504, -0.0305, -0.0614, -0.0677, -0.0698, -0.0844, -0.0736, -0.0291, -0.0358, 0.0087, -0.0005, -0.0035, -0.0198, -0.0601, -0.052, -0.0626, -0.0783, -0.0669, -0.0941, -0.0571, -0.0694, -0.0679, -0.0954, -0.1209, -0.1422, -0.0951, -0.0835, -0.0804, -0.0804, -0.0807, -0.0236, 0.0251, 0.0376, 0.0863, 0.1102, 0.1133, 0.1599, 0.165, 0.1886, 0.1684, 0.1758, 0.2357, 0.2277, 0.236, 0.2227, 0.1689, 0.1854, 0.2204, 0.2317, 0.2177, 0.2494, 0.2438, 0.2062, 0.2572, 0.2526, 0.2259, 0.2185, 0.2858, 0.2431, 0.23, 0.2018, 0.2214, 0.212, 0.2108, 0.2108, 0.2338, 0.2334, 0.2472, 0.3062, 0.3448, 0.4079, 0.4011, 0.2247, 0.1277, 0.1595, 0.1465, 0.0879, 0.1273, 0.117, 0.1517, 0.1014, 0.1487, 0.2026, 0.2026, 0.1483, 0.1132, 0.1188, 0.1095, 0.1095, null, null, null, null, null, null, null, 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:2037003362365755718", "ticker_idx": 0, "ts": "2026-03-26T03:07:01+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "h100s are more valuable lol. The economics is really flipped on its head now cause like at 100k context KV uncompressed on Llama 70B is 32 GB you need multiple GPUs to inference that it won't fit in an h100. But at 6x compression that's 5.3 GB lol meaning it all fits on one h100", "tweet_type": "analysis", "timeline": "unspecified", "summary": "TurboQuant KV compression makes H100s more valuable (more fits per GPU) but reduces HBM and high-bandwidth networking demand.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I’ve been reading the TurboQuant paper a lot today and here are my thoughts/what I learned.\n\nOne thing that stood out to me right away is how similar this is to a lattice based encryption scheme like LWE which I had experience implementing in hardware before for some glowies back in the day but in LWE all you do is take a vector you want to encrypt, multiply it by a random matrix, add some noise and the results look will look like uniform noise so you can’t decrypt it without a key. \n\nTurboQuant is relying on the same mathematical principles by multiplying the KV vector by a random orthogonal matrix. In geometric terms this is just scattering the values of your vectors across random axes on a high dimensional sphere. \n\nThe reason this works in both cases though is because of to the way volume distributes in a high dimensional sphere. No matter what the original vector looked like, the projected values will always create the same shaped beta distribution. Because the beta distribution doesn’t have tails (it’s bounded [0,1]) and most of the values will  clustered in the middle and this makes it perfect for quantization. \n\nNow if you have a known distribution now you can just quantize it by binning it into a histogram. There is an optimal binning algorithm for this that they used in the paper that is proven to create optimal bins for a given distribution (not just naively equidistant). They go with ~3 bits in the paper because that gives them 8 bins and because of the characteristics of the Beta distribution that’s enough to group things into meaningful clusters of information. \n\nThe most interesting part of this to me (probably because I didn’t pay attention during LinAlg) is that they don’t need to decrypt to compute the attention score. Attention is just a dot product and that is preserved under any orthogonal transformation so you just rotate the query the same way you did keys and your lit you get the same numbers. They added another bit here for quantization error but yeah thats the gist…\n\n---\n\nSome other thoughts. \n\n1. These guys had to know a lot of math. Like they are just applying it but you needed to really have an intuitive grasp of the machinery. I always liked random matrix theory and @TheGregYang was big into that so I thought idk was useful seems like lol it is. \n\n2. You will probably eventually need dedicated encryption and decryption hardware to do this. Doing so is just going to make your token throughput way way way higher. Also it really does stress the importance of smaller data type multiplier like int4 becomes even more important I don’t think anyone was seriously using it for weights. \n\n3. I don’t see KV shrinking. If anything you just unlocked way more context for free. Which means h100s are more valuable lol. The economics is really flipped on its head now cause like at 100k context KV uncompressed on Llama 70B is 32 GB you need multiple GPUs to inference that it won’t fit in an h100. But at 6x compression that’s 5.3 GB lol meaning it all fits on one h100. Nvidia is deff mad at this. \n\n4. I see less HBM…. But really this is really bad for high bandwidth networking. KV cache exploding is why we needed 180+GB of HBM on a gpu but with tensor parallelism and pipeline parallelism you really just need to hold weights and if your KV is fucking 2.5 or 3.5 bits you also don’t need 800G SERDES. \n\nSending 32GB at 800G takes 320 milliseconds not including overhead of FEC and lane alignment if you compress that to 5.3 GB that takes 53 milliseconds which is insane latency improvement. \n\n5. There’s going to be more to come. I doubt this is the only way. Deepseeks technique of Multihead latent attention needed the model architecture and means training a new model . This is easy and you can do it to at INFERENCE time no model changes needed that’s huge.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04344768072927874, "ret_signed_m1d": 0.04344768072927874, "alpha_spy_m1d": 0.025264217180250625, "alpha_c_m1d": -0.004288882789778459, "bench_spy_m1d": 0.01818346354902811, "bench_c_m1d": 0.047736563519057196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021723974181843797, "ret_signed_p1d": -0.021723974181843797, "alpha_spy_p1d": -0.004672080024418546, "alpha_c_p1d": -0.004420128994208072, "bench_spy_p1d": -0.01705189415742525, "bench_c_p1d": -0.017303845187635725, "ret_p1w": 0.03591439659904472, "ret_signed_p1w": 0.03591439659904472, "alpha_spy_p1w": 0.019265557043423476, "alpha_c_p1w": 0.0057704750132909766, "bench_spy_p1w": 0.016648839555621242, "bench_c_p1w": 0.03014392158575374, "ret_p1m": 0.2162461044696642, "ret_signed_p1m": 0.2162461044696642, "alpha_spy_p1m": 0.10951679059020525, "alpha_c_p1m": -0.11355120492869064, "bench_spy_p1m": 0.10672931387945894, "bench_c_p1m": 0.32979730939835483, "ret_p3m": 0.16954639803784732, "ret_signed_p3m": 0.16954639803784732, "alpha_spy_p3m": 0.029442095209426533, "alpha_c_p3m": -0.46381667772762625, "bench_spy_p3m": 0.1401043028284208, "bench_c_p3m": 0.6333630757654736, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2162461044696642, "alpha_spy_stated": 0.10951679059020525, "alpha_c_stated": -0.11355120492869064, "price_path": [0.0991, 0.0951, 0.0891, 0.0891, 0.1028, 0.0985, 0.0934, 0.1043, 0.0805, 0.0795, 0.0799, 0.085, 0.0694, 0.0923, 0.0875, 0.0875, 0.0398, 0.0705, 0.0794, 0.0959, 0.0889, 0.1009, 0.1184, 0.1242, 0.1161, 0.0839, 0.0531, 0.0172, 0.0037, 0.0827, 0.1097, 0.101, 0.1098, 0.0916, 0.0675, 0.0675, 0.0801, 0.0977, 0.0972, 0.1084, 0.1185, 0.1261, 0.142, 0.0797, 0.0347, 0.0656, 0.0514, 0.0689, 0.0706, 0.0384, 0.0666, 0.079, 0.0864, 0.0695, 0.0526, 0.07, 0.0624, 0.0535, 0.0427, 0.0085, 0.0257, 0.0231, 0.0434, 0.0, -0.0217, -0.0354, 0.0185, 0.0263, 0.0359, 0.0359, 0.0374, 0.0401, 0.0633, 0.074, 0.1016, 0.1055, 0.1476, 0.1614, 0.1583, 0.1778, 0.18, 0.1673, 0.1826, 0.1658, 0.2162, 0.2649, 0.2449, 0.222, 0.1654, 0.1589, 0.1591, 0.1475, 0.2137, 0.2351, 0.2567, 0.2815, 0.2893, 0.3188, 0.3767, 0.3158, 0.2983, 0.2883, 0.305, 0.2819, 0.2575, 0.2575, 0.2547, 0.2415, 0.2512, 0.233, 0.3102, 0.3012, 0.2541, 0.2784, 0.1991, 0.2198, 0.2172, 0.1718, 0.1978, 0.1997, 0.2421, 0.2126, 0.1965, 0.2318, 0.2318, 0.2199, 0.1695, 0.1635, 0.1444, 0.1444, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2049976015066464681", "ticker_idx": 0, "ts": "2026-04-30T22:15:43+00:00", "symbol": "CL=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own oil calls", "tweet_type": "position_disclosure", "timeline": "quarters", "summary": "Long oil via calls, short yen for carry as part of portfolio hedging strategy.", "resolved_tickers": ["CL=F"], "resolution_method": "exchange_ticker", "resolution_reason": "WTI crude futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MaxPapazov @mean_field_zane Yeah I own oil calls and am shorting the yen which has great carry. Again it’s called portfolio management. Manage risk and hedge it your port shouldn’t gap down 10% a day due to some well telegraphed crisis. \n\nI probably bleed 2.5-5% a quarter on put buying.", "reply_text": null, "parent_text": "@bubbleboi @mean_field_zane Bubble boi aren’t you concerned about oil being higher for longer and boj on the brink of collapse?", "quoted_text": null, "parent_author": "MaxPapazov", "ret_m1d": 0.030704308205378394, "ret_signed_m1d": 0.030704308205378394, "alpha_spy_m1d": 0.03346575678347141, "alpha_c_m1d": 0.03346575678347141, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": -0.0027614485780930176, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.043947377086969386, "ret_signed_p1d": 0.043947377086969386, "alpha_spy_p1d": 0.04761076923372587, "alpha_c_p1d": 0.04761076923372587, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.0036633921467564834, "ret_p1w": -0.06395923206111898, "ret_signed_p1w": -0.06395923206111898, "alpha_spy_p1w": -0.08750741454548006, "alpha_c_p1w": -0.08750741454548006, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.02354818248436108, "ret_p1m": -0.09593877324966993, "ret_signed_p1m": -0.09593877324966993, "alpha_spy_p1m": -0.14851625828591497, "alpha_c_p1m": -0.14851625828591497, "bench_spy_p1m": 0.05257748503624504, "bench_c_p1m": 0.05257748503624504, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3799, -0.361, -0.3791, -0.3766, -0.3686, -0.3726, -0.366, -0.3836, -0.3831, -0.3831, -0.3886, -0.3605, -0.3483, -0.3487, -0.3495, -0.3562, -0.3582, -0.3603, -0.3426, -0.3013, -0.2686, -0.2676, -0.2053, -0.1083, -0.0703, -0.1814, -0.1441, -0.0609, -0.0317, -0.0828, -0.0562, -0.0551, -0.0569, -0.0355, -0.1355, -0.0941, -0.114, -0.0732, -0.0226, 0.0092, -0.0055, -0.0179, 0.0942, 0.0942, 0.1027, 0.108, -0.0739, -0.0399, -0.0527, -0.0281, -0.1046, -0.1045, -0.0711, -0.1775, -0.121, -0.0962, -0.0881, -0.0597, -0.074, -0.0546, -0.0197, 0.0485, 0.0307, 0.0, 0.0439, 0.0032, -0.0673, -0.0699, -0.064, -0.038, 0.0024, -0.009, -0.0076, 0.0341, 0.0659, 0.0572, -0.0361, -0.0548, -0.0524, -0.0524, -0.079, -0.1301, -0.1279, -0.143, -0.0959, -0.0802, -0.0581, -0.0873, -0.1118, -0.1044, -0.1348, -0.1168, -0.1396, -0.1674, -0.2079, -0.254, -0.2467, -0.2486, -0.2486, -0.266, -0.2818, -0.31, -0.2945, -0.3209, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047372536678400270", "ticker_idx": 0, "ts": "2026-04-23T17:50:25+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Doubling down. 25% of my portfolio is in intel calls.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Doubling down on INTC into earnings with 25% of portfolio in calls.", "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": "Everyone asking me about how I’m playing earnings.\n\nDoubling down. 25% of my portfolio is in intel calls. https://t.co/LftReP7gdz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022611592749812948, "ret_signed_m1d": -0.022611592749812948, "alpha_spy_m1d": -0.026507452440128976, "alpha_c_m1d": -0.012193372416385073, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2359988383395475, "ret_signed_p1d": 0.2359988383395475, "alpha_spy_p1d": 0.22824952910231588, "alpha_c_p1d": 0.18496636759883334, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.41479492488736414, "ret_signed_p1w": 0.41479492488736414, "alpha_spy_p1w": 0.4003832498844986, "alpha_c_p1w": 0.36318136298601855, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.7945492442123765, "ret_signed_p1m": 0.7945492442123765, "alpha_spy_p1m": 0.7420543833111688, "alpha_c_p1m": 0.5984923799930821, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7945492442123765, "alpha_spy_stated": 0.7420543833111688, "alpha_c_stated": 0.5984923799930821, "price_path": [-0.3637, -0.3422, -0.2695, -0.2713, -0.3041, -0.2691, -0.2625, -0.2722, -0.2776, -0.2424, -0.2477, -0.2942, -0.2769, -0.304, -0.2993, -0.2993, -0.3085, -0.3193, -0.3318, -0.3395, -0.3467, -0.3094, -0.298, -0.3193, -0.317, -0.3187, -0.3546, -0.3175, -0.3119, -0.3498, -0.3175, -0.2995, -0.2815, -0.3224, -0.3146, -0.3148, -0.3402, -0.3257, -0.3085, -0.3431, -0.341, -0.3402, -0.2935, -0.3396, -0.3541, -0.3832, -0.3392, -0.2808, -0.2456, -0.2456, -0.2396, -0.2077, -0.1173, -0.0758, -0.0659, -0.024, -0.0445, -0.0276, 0.0258, 0.0258, -0.0162, -0.0078, -0.0226, 0.0, 0.236, 0.2727, 0.2656, 0.4188, 0.4148, 0.4918, 0.4343, 0.6195, 0.6923, 0.6415, 0.8706, 0.9383, 0.8061, 0.8013, 0.736, 0.6288, 0.6198, 0.6592, 0.7814, 0.7745, 0.7945, 0.7945, 0.8497, 0.8235, 0.8103, 0.7173, 0.6372, 0.6162, 0.6878, 0.6739, 0.485, 0.6512, 0.6161, 0.6029, 0.7514, 0.8654, 0.9146, 0.7528, 0.8134, 1.0064, 1.0064, 1.1105, 0.9808, 0.9714, 0.9897, 0.9897, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2033605482813002212", "ticker_idx": 0, "ts": "2026-03-16T18:05:04+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel will be bigger than Nvidia soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish INTC; claims it will surpass Nvidia in size soon.", "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": "@carl_sterns Doesn’t matter Intel will be bigger than Nvidia soon.", "reply_text": null, "parent_text": "@bubbleboi but what about when they roll out a $INTC cpu in rubin 😰", "quoted_text": null, "parent_author": "carl_sterns", "ret_m1d": 0.00021857815990711238, "ret_signed_m1d": 0.00021857815990711238, "alpha_spy_m1d": 0.010292917974006222, "alpha_c_m1d": 0.016947930898614016, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.037150284322502336, "ret_signed_p1d": -0.037150284322502336, "alpha_spy_p1d": -0.039780829313607824, "alpha_c_p1d": -0.044664478458823154, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.03824300839575223, "ret_signed_p1w": -0.03824300839575223, "alpha_spy_p1w": -0.020515582088981632, "alpha_c_p1w": -0.031744155865017554, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.3944493818581294, "ret_signed_p1m": 0.3944493818581294, "alpha_spy_p1m": 0.35360430575190094, "alpha_c_p1m": 0.2470083161786356, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.5559441296883745, "ret_signed_p3m": 1.5559441296883745, "alpha_spy_p3m": 1.450201760580045, "alpha_c_p3m": 1.008802599853825, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3944493818581294, "alpha_spy_stated": 0.35360430575190094, "alpha_c_stated": 0.2470083161786356, "price_path": [-0.2122, -0.2072, -0.1954, -0.2052, -0.2056, -0.2098, -0.2098, -0.2089, -0.1984, -0.1849, -0.1936, -0.1936, -0.1394, -0.1396, -0.125, -0.0684, -0.1016, -0.0046, -0.0372, 0.0334, 0.0647, 0.0559, 0.0262, 0.0262, 0.0612, 0.1855, 0.1871, -0.0151, -0.0715, -0.04, 0.066, 0.0634, 0.0155, 0.0667, 0.0763, 0.0621, 0.0542, 0.1056, 0.0979, 0.0299, 0.0553, 0.0157, 0.0225, 0.0225, 0.0092, -0.0066, -0.0249, -0.0361, -0.0465, 0.0079, 0.0245, -0.0066, -0.0033, -0.0057, -0.0581, -0.0039, 0.0042, -0.0511, -0.0039, 0.0223, 0.0485, -0.0111, 0.0002, 0.0, -0.0372, -0.016, 0.0092, -0.0413, -0.0382, -0.0372, 0.031, -0.0363, -0.0575, -0.0999, -0.0356, 0.0496, 0.101, 0.101, 0.1097, 0.1563, 0.2882, 0.3488, 0.3632, 0.4244, 0.3944, 0.4191, 0.4969, 0.4969, 0.4358, 0.448, 0.4264, 0.4594, 0.8038, 0.8573, 0.847, 1.0706, 1.0647, 1.177, 1.0931, 1.3634, 1.4696, 1.3955, 1.7299, 1.8287, 1.6357, 1.6287, 1.5334, 1.377, 1.3639, 1.4213, 1.5997, 1.5896, 1.6189, 1.6189, 1.6993, 1.6611, 1.6418, 1.5061, 1.3892, 1.3586, 1.4631, 1.4427, 1.1672, 1.4097, 1.3584, 1.3392, 1.5559, 1.7222, 1.7941, 1.5579, 1.6464, 1.9281, 1.9281, 2.08, 1.8907, 1.877, 1.9036, 1.9036, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026378741350543583", "ticker_idx": 0, "ts": "2026-02-24T19:28:34+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Have to agree they are the only ones expanding capacity", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Agrees MU offers better gains from here as the only company expanding capacity.", "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": "@HgcMatt Have to agree they are the only ones expanding capacity", "reply_text": null, "parent_text": "@bubbleboi Better gains for MU from here I think.", "quoted_text": null, "parent_author": "HgcMatt", "ret_m1d": 0.007081203073417308, "ret_signed_m1d": 0.007081203073417308, "alpha_spy_m1d": 0.014297228838791032, "alpha_c_m1d": 0.022063545673927654, "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": 0.026291229659060944, "ret_signed_p1d": 0.026291229659060944, "alpha_spy_p1d": 0.01785292335852251, "alpha_c_p1d": 0.009591163004698533, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.01670006665436241, "ret_p1w": -0.09169636857635344, "ret_signed_p1w": -0.09169636857635344, "alpha_spy_p1w": -0.08148338092618956, "alpha_c_p1w": -0.024657515016824783, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.06703885355952865, "ret_p1m": -0.08593093575623012, "ret_signed_p1m": -0.08593093575623012, "alpha_spy_p1m": -0.04412371025002415, "alpha_c_p1m": -0.03788242332069569, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04804851243553443, "ret_p3m": 0.7973624704198194, "ret_signed_p3m": 0.7973624704198194, "alpha_spy_p3m": 0.7095958185213345, "alpha_c_p3m": 0.4224221080545252, "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": -0.08593093575623012, "alpha_spy_stated": -0.04412371025002415, "alpha_c_stated": -0.03788242332069569, "price_path": [-0.4494, -0.4345, -0.425, -0.4273, -0.44, -0.458, -0.4327, -0.4095, -0.3964, -0.3694, -0.3819, -0.4234, -0.4321, -0.444, -0.4607, -0.4056, -0.3641, -0.3386, -0.3393, -0.3145, -0.3145, -0.319, -0.2958, -0.2999, -0.3172, -0.3172, -0.2454, -0.2532, -0.1784, -0.1877, -0.2177, -0.1744, -0.1726, -0.1911, -0.2025, -0.1947, -0.1322, -0.1322, -0.1268, -0.0691, -0.0489, -0.0439, -0.0692, -0.0186, 0.0413, 0.0425, -0.0075, 0.0473, 0.0034, -0.0924, -0.084, -0.0558, -0.0826, -0.1071, -0.0183, -0.0097, -0.0152, -0.0152, -0.0436, 0.007, -0.0016, 0.0243, 0.0071, 0.0, 0.0263, -0.0059, -0.0135, -0.0128, -0.0917, -0.0412, -0.0501, -0.1141, -0.0686, -0.0356, 0.0016, -0.0303, 0.0194, 0.0569, 0.1045, 0.1046, 0.0628, 0.0117, -0.0327, -0.0538, -0.0859, -0.1496, -0.1454, -0.2298, -0.1915, -0.1196, -0.1235, -0.1235, -0.0959, -0.0963, -0.0266, 0.0088, 0.0066, 0.0209, 0.1145, 0.0919, 0.0943, 0.0891, 0.0732, 0.0755, 0.1667, 0.1529, 0.1888, 0.2554, 0.2069, 0.2408, 0.2377, 0.2977, 0.3796, 0.5322, 0.5953, 0.5476, 0.7873, 0.9035, 0.8347, 0.9233, 0.8572, 0.7343, 0.6311, 0.6723, 0.7519, 0.8239, 0.7974, 0.7974, 1.1441, 1.222, 1.2103, 1.3239, 1.4783, 1.5467, 1.5837, 1.3837, 1.0678, 1.2719, 1.2399, 1.1345, 1.3834, 1.3493, 1.6039, 1.443, 1.4967, 1.714, 1.714, 1.8992, 1.5172, 1.5094, 1.9044, 1.9044, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040637511693967607", "ticker_idx": 0, "ts": "2026-04-05T03:47:50+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These are all going to collapse next year.", "tweet_type": "prediction", "timeline": "months", "summary": "All optical AI-momentum stocks (LITE, AAOI, COHR, GLW) will collapse next year.", "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": "quote", "lang": "en", "tweet_text": "These are all going to collapse next year.", "reply_text": null, "parent_text": null, "quoted_text": "Optical stocks have become the hottest trade in the AI space:\n\nLumentum, $LITE, is up +1,137% over the last 12 months, the 2nd-best performing stock in the S&P 500.\n\nOver the same period, Applied Optoelectronics, $AAOI, is up +551%, Coherent, $COHR, +282%, Corning, $GLW, +223%, https://t.co/UBZ5xGcwxa", "parent_author": null, "ret_m1d": 0.07069971191103863, "ret_signed_m1d": -0.07069971191103863, "alpha_spy_m1d": -0.075404319045697, "alpha_c_m1d": -0.075404319045697, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05628783479316746, "ret_signed_p1d": -0.05628783479316746, "alpha_spy_p1d": -0.05584783422854023, "alpha_c_p1d": -0.05584783422854023, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": 0.12806230852421496, "ret_signed_p1w": -0.12806230852421496, "alpha_spy_p1w": -0.08682883222629689, "alpha_c_p1w": -0.08682883222629689, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": 0.28782301733749915, "ret_signed_p1m": -0.28782301733749915, "alpha_spy_p1m": -0.1894210421825795, "alpha_c_p1m": -0.1894210421825795, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.28782301733749915, "alpha_spy_stated": -0.1894210421825795, "alpha_c_stated": -0.1894210421825795, "price_path": [-0.4913, -0.549, -0.545, -0.5599, -0.5321, -0.5706, -0.5555, -0.5801, -0.5801, -0.538, -0.5307, -0.541, -0.5608, -0.5695, -0.52, -0.5015, -0.5061, -0.4926, -0.4517, -0.4366, -0.3972, -0.3468, -0.2852, -0.2527, -0.2734, -0.2566, -0.2445, -0.2713, -0.2713, -0.2225, -0.2305, -0.1769, -0.1353, -0.1263, -0.1088, -0.0633, -0.1234, -0.0924, 0.0142, -0.1008, -0.1185, -0.1573, -0.2769, -0.1704, -0.1298, -0.1298, -0.2022, -0.1939, -0.1909, -0.1589, -0.0925, -0.0002, -0.0854, -0.0561, 0.0385, 0.0063, -0.1081, -0.0901, -0.1521, -0.09, -0.0099, 0.0707, 0.0707, 0.0, 0.0563, 0.1602, 0.1578, 0.1619, 0.1281, 0.1042, 0.067, 0.154, 0.1577, 0.159, 0.0837, 0.1312, 0.0966, 0.1416, 0.1132, 0.0247, 0.1114, 0.1684, 0.23, 0.264, 0.2878, 0.2227, 0.1558, 0.1703, 0.3636, 0.285, 0.3342, 0.2972, 0.2569, 0.1459, 0.1525, 0.124, 0.2489, 0.2261, 0.2261, 0.1794, 0.1684, 0.1144, 0.1071, 0.1719, 0.3326, 0.2146, 0.2238, 0.1183, 0.1594, 0.0641, 0.1049, 0.1519, 0.1933, 0.2395, 0.1335, 0.1265, 0.1006, 0.1006, 0.1575, 0.072, 0.091, 0.1161, 0.1161, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040637511693967607", "ticker_idx": 1, "ts": "2026-04-05T03:47:50+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These are all going to collapse next year.", "tweet_type": "prediction", "timeline": "months", "summary": "All optical AI-momentum stocks (LITE, AAOI, COHR, GLW) will collapse next year.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "These are all going to collapse next year.", "reply_text": null, "parent_text": null, "quoted_text": "Optical stocks have become the hottest trade in the AI space:\n\nLumentum, $LITE, is up +1,137% over the last 12 months, the 2nd-best performing stock in the S&P 500.\n\nOver the same period, Applied Optoelectronics, $AAOI, is up +551%, Coherent, $COHR, +282%, Corning, $GLW, +223%, https://t.co/UBZ5xGcwxa", "parent_author": null, "ret_m1d": -0.03294549452465778, "ret_signed_m1d": 0.03294549452465778, "alpha_spy_m1d": 0.028240887389999414, "alpha_c_m1d": 0.028240887389999414, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0948348323017143, "ret_signed_p1d": -0.0948348323017143, "alpha_spy_p1d": -0.09439483173708707, "alpha_c_p1d": -0.09439483173708707, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": 0.42568642896469, "ret_signed_p1w": -0.42568642896469, "alpha_spy_p1w": -0.38445295266677193, "alpha_c_p1w": -0.38445295266677193, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": 0.6805026752229495, "ret_signed_p1m": -0.6805026752229495, "alpha_spy_p1m": -0.5821007000680298, "alpha_c_p1m": -0.5821007000680298, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.6805026752229495, "alpha_spy_stated": -0.5821007000680298, "alpha_c_stated": -0.5821007000680298, "price_path": [-0.6458, -0.6928, -0.6832, -0.6862, -0.6819, -0.6792, -0.6557, -0.6553, -0.6553, -0.6346, -0.6428, -0.645, -0.6676, -0.6753, -0.652, -0.5791, -0.6317, -0.5941, -0.589, -0.5708, -0.6287, -0.6451, -0.5877, -0.5541, -0.5487, -0.5496, -0.5906, -0.5862, -0.5862, -0.5913, -0.5957, -0.5628, -0.519, -0.4978, -0.4763, -0.4591, -0.5003, -0.2161, -0.046, -0.1127, -0.072, -0.0587, -0.1105, 0.0295, 0.1214, 0.182, -0.0117, -0.099, -0.1245, -0.1966, -0.1379, -0.0515, -0.1853, -0.1088, 0.06, 0.0648, -0.0933, -0.086, -0.2072, -0.2128, -0.1964, -0.0329, -0.0329, 0.0, 0.0948, 0.235, 0.2406, 0.4016, 0.4257, 0.3624, 0.3267, 0.4641, 0.4837, 0.5214, 0.4013, 0.3906, 0.2818, 0.5093, 0.3567, 0.2774, 0.4223, 0.5296, 0.7079, 0.6099, 0.6805, 0.6616, 0.4663, 0.3861, 0.7208, 0.7523, 1.0763, 0.8946, 0.7716, 0.6125, 0.5945, 0.538, 0.6455, 0.6891, 0.6891, 0.653, 0.6736, 0.573, 0.4743, 0.728, 0.8834, 0.7131, 0.8882, 0.6473, 0.8301, 0.5159, 0.6299, 0.608, 0.5733, 0.7827, 0.5897, 0.5574, 0.5063, 0.5063, 0.5936, 0.3722, 0.3678, 0.2893, 0.2893, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040637511693967607", "ticker_idx": 2, "ts": "2026-04-05T03:47:50+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These are all going to collapse next year.", "tweet_type": "prediction", "timeline": "months", "summary": "All optical AI-momentum stocks (LITE, AAOI, COHR, GLW) will collapse next year.", "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": "quote", "lang": "en", "tweet_text": "These are all going to collapse next year.", "reply_text": null, "parent_text": null, "quoted_text": "Optical stocks have become the hottest trade in the AI space:\n\nLumentum, $LITE, is up +1,137% over the last 12 months, the 2nd-best performing stock in the S&P 500.\n\nOver the same period, Applied Optoelectronics, $AAOI, is up +551%, Coherent, $COHR, +282%, Corning, $GLW, +223%, https://t.co/UBZ5xGcwxa", "parent_author": null, "ret_m1d": 0.019508737136055165, "ret_signed_m1d": -0.019508737136055165, "alpha_spy_m1d": -0.024213344270713533, "alpha_c_m1d": -0.025284348422035863, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007424393309175992, "ret_signed_p1d": -0.007424393309175992, "alpha_spy_p1d": -0.006984392744548762, "alpha_c_p1d": -0.002672310901475017, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.21605714869021586, "ret_signed_p1w": -0.21605714869021586, "alpha_spy_p1w": -0.1748236723922978, "alpha_c_p1w": -0.15150089045446058, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.32584317734723656, "ret_signed_p1m": -0.32584317734723656, "alpha_spy_p1m": -0.2274412021923169, "alpha_c_p1m": -0.11492050247446839, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.32584317734723656, "alpha_spy_stated": -0.2274412021923169, "alpha_c_stated": -0.11492050247446839, "price_path": [-0.2433, -0.3162, -0.2968, -0.2687, -0.2495, -0.2729, -0.2261, -0.2456, -0.2456, -0.236, -0.2044, -0.1994, -0.2223, -0.219, -0.1549, -0.1267, -0.1475, -0.1621, -0.1216, -0.0949, -0.1667, -0.1737, -0.1009, -0.0425, -0.0981, -0.1166, -0.1466, -0.1421, -0.1421, -0.1313, -0.1158, -0.0819, -0.0199, -0.0171, 0.0065, 0.058, -0.0122, 0.0225, 0.1804, 0.109, 0.0855, 0.0026, -0.0691, -0.0036, 0.0293, -0.0071, -0.0472, -0.0413, -0.0231, -0.0293, 0.0158, 0.0883, 0.0016, 0.0072, 0.0755, 0.0743, -0.0392, -0.0385, -0.1326, -0.0593, -0.0214, 0.0195, 0.0195, 0.0, 0.0074, 0.1128, 0.1222, 0.2144, 0.2161, 0.2377, 0.2171, 0.2953, 0.3625, 0.3724, 0.3577, 0.3841, 0.3335, 0.3273, 0.2698, 0.2004, 0.2042, 0.2626, 0.3012, 0.3028, 0.3258, 0.3611, 0.2605, 0.324, 0.4994, 0.477, 0.5943, 0.5992, 0.5103, 0.4329, 0.3965, 0.4158, 0.4928, 0.4911, 0.4911, 0.506, 0.5014, 0.4886, 0.4275, 0.4331, 0.6858, 0.6485, 0.6661, 0.4888, 0.5873, 0.4057, 0.401, 0.4358, 0.5205, 0.6343, 0.5118, 0.4961, 0.5385, 0.5385, 0.6803, 0.5055, 0.55, 0.6083, 0.6083, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040637511693967607", "ticker_idx": 3, "ts": "2026-04-05T03:47:50+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These are all going to collapse next year.", "tweet_type": "prediction", "timeline": "months", "summary": "All optical AI-momentum stocks (LITE, AAOI, COHR, GLW) will collapse next year.", "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": "quote", "lang": "en", "tweet_text": "These are all going to collapse next year.", "reply_text": null, "parent_text": null, "quoted_text": "Optical stocks have become the hottest trade in the AI space:\n\nLumentum, $LITE, is up +1,137% over the last 12 months, the 2nd-best performing stock in the S&P 500.\n\nOver the same period, Applied Optoelectronics, $AAOI, is up +551%, Coherent, $COHR, +282%, Corning, $GLW, +223%, https://t.co/UBZ5xGcwxa", "parent_author": null, "ret_m1d": 0.009692758398102574, "ret_signed_m1d": -0.009692758398102574, "alpha_spy_m1d": -0.014397365532760942, "alpha_c_m1d": -0.015468369684083272, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013788381207744616, "ret_signed_p1d": -0.013788381207744616, "alpha_spy_p1d": -0.013348380643117386, "alpha_c_p1d": -0.00903629880004364, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.19569956475532035, "ret_signed_p1w": -0.19569956475532035, "alpha_spy_p1w": -0.15446608845740228, "alpha_c_p1w": -0.13114330651956507, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.10648462832290817, "ret_signed_p1m": -0.10648462832290817, "alpha_spy_p1m": -0.008082653167988507, "alpha_c_p1m": 0.10443804654986, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10648462832290817, "alpha_spy_stated": -0.008082653167988507, "alpha_c_stated": 0.10443804654986, "price_path": [-0.4005, -0.4186, -0.4193, -0.4013, -0.3876, -0.3854, -0.363, -0.3582, -0.3582, -0.3693, -0.3628, -0.3576, -0.3643, -0.3531, -0.2523, -0.2895, -0.2982, -0.2965, -0.2481, -0.2315, -0.2527, -0.2315, -0.1677, -0.1048, -0.1272, -0.0945, -0.1041, -0.0907, -0.0907, -0.1107, -0.1006, -0.1143, -0.0495, -0.0104, 0.0328, 0.093, 0.024, 0.0265, 0.0775, 0.0073, -0.0113, -0.0803, -0.1584, -0.1191, -0.0702, -0.1006, -0.1142, -0.1186, -0.0986, -0.1134, -0.1136, -0.0916, -0.1496, -0.106, -0.0306, -0.001, -0.0763, -0.0661, -0.1225, -0.0719, -0.0281, 0.0097, 0.0097, 0.0, 0.0138, 0.127, 0.159, 0.1689, 0.1957, 0.1797, 0.1486, 0.1337, 0.122, 0.1289, 0.1294, 0.1519, 0.157, 0.2006, 0.1468, 0.0447, 0.0369, 0.1211, 0.0803, 0.0919, 0.1065, 0.2394, 0.2451, 0.276, 0.4156, 0.3532, 0.4096, 0.4217, 0.3093, 0.2188, 0.2002, 0.2334, 0.3098, 0.3246, 0.3246, 0.339, 0.303, 0.2489, 0.2385, 0.208, 0.37, 0.3725, 0.3516, 0.214, 0.2821, 0.1891, 0.1497, 0.207, 0.2251, 0.2844, 0.2129, 0.1991, 0.3326, 0.3326, 0.4345, 0.3267, 0.4071, 0.5588, 0.5588, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2041963502676635688", "ticker_idx": 0, "ts": "2026-04-08T19:36:51+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel will overtake Nvidia in market cap in the next 5 years. A leading edge fab, the best CPU's on the planet, and soon… leading edge AI inference.", "tweet_type": "prediction", "timeline": "years", "summary": "Intel will surpass NVDA market cap within 5 years on fab leadership, best CPUs, and AI inference; implied NVDA underperforms relatively.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Intel will overtake Nvidia in market cap in the next 5 years. \n\nThis is obvious I’ve been saying it for months now. A leading edge fab, the best CPU’s on the planet, and soon… leading edge AI inference.\n\nThis is certain.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10245972582454244, "ret_signed_m1d": -0.10245972582454244, "alpha_spy_m1d": -0.077622679845475, "alpha_c_m1d": -0.04802858329081716, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.054431142533725274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04698898086367986, "ret_signed_p1d": 0.04698898086367986, "alpha_spy_p1d": 0.04121996316449428, "alpha_c_p1d": 0.029515265039819605, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.01747371582386026, "ret_p1w": 0.10161156235696911, "ret_signed_p1w": 0.10161156235696911, "alpha_spy_p1w": 0.06621273868187338, "alpha_c_p1w": 0.03048703380021056, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.07112452855675855, "ret_p1m": 0.8595420072580844, "ret_signed_p1m": 0.8595420072580844, "alpha_spy_p1m": 0.7773391172818296, "alpha_c_p1m": 0.5824684272956029, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.2770735799624815, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2273, -0.2526, -0.1978, -0.1735, -0.1803, -0.2034, -0.2034, -0.1763, -0.0797, -0.0785, -0.2355, -0.2792, -0.2548, -0.1725, -0.1746, -0.2117, -0.172, -0.1645, -0.1756, -0.1817, -0.1418, -0.1478, -0.2005, -0.1808, -0.2115, -0.2063, -0.2063, -0.2166, -0.2288, -0.2431, -0.2517, -0.2599, -0.2176, -0.2047, -0.2288, -0.2263, -0.2282, -0.2689, -0.2268, -0.2205, -0.2634, -0.2268, -0.2064, -0.1861, -0.2324, -0.2236, -0.2237, -0.2526, -0.2361, -0.2166, -0.2558, -0.2534, -0.2526, -0.1997, -0.2519, -0.2684, -0.3013, -0.2514, -0.1852, -0.1454, -0.1454, -0.1386, -0.1025, 0.0, 0.047, 0.0582, 0.1057, 0.0824, 0.1016, 0.162, 0.162, 0.1145, 0.124, 0.1072, 0.1328, 0.4002, 0.4417, 0.4338, 0.6073, 0.6027, 0.6899, 0.6248, 0.8346, 0.917, 0.8595, 1.1191, 1.1958, 1.046, 1.0405, 0.9666, 0.8451, 0.8349, 0.8796, 1.018, 1.0102, 1.0329, 1.0329, 1.0953, 1.0656, 1.0507, 0.9454, 0.8546, 0.8309, 0.912, 0.8962, 0.6823, 0.8706, 0.8307, 0.8158, 0.9841, 1.1131, 1.169, 0.9856, 1.0543, 1.2729, 1.2729, 1.3908, 1.2439, 1.2332, 1.2539, 1.2539, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039528427464847587", "ticker_idx": 0, "ts": "2026-04-02T02:20:44+00:00", "symbol": "CL=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Oil is going to hit $150 a barrel", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls oil to $150/barrel and S&P 500 down 25% from here.", "resolved_tickers": ["CL=F"], "resolution_method": "exchange_ticker", "resolution_reason": "WTI crude futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Oil is going to hit $150 a barrel. The S&P 500 is going to go down 25%, & I will still be here standing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1023847774359804, "ret_signed_m1d": -0.1023847774359804, "alpha_spy_m1d": -0.10148512800254872, "alpha_c_m1d": -0.10148512800254872, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008996494334316818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "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": -0.1225569128271572, "ret_signed_p1w": -0.1225569128271572, "alpha_spy_p1w": -0.15927365705538643, "alpha_c_p1w": -0.15927365705538643, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.03671674422822924, "ret_p1m": -0.08606776398891613, "ret_signed_p1m": -0.08606776398891613, "alpha_spy_p1m": -0.18490435921235793, "alpha_c_p1m": -0.18490435921235793, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.09883659522344179, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08606776398891613, "alpha_spy_stated": -0.18490435921235793, "alpha_c_stated": -0.18490435921235793, "price_path": [-0.4771, -0.4878, -0.498, -0.4822, -0.47, -0.4666, -0.4518, -0.444, -0.4693, -0.4671, -0.4671, -0.459, -0.4565, -0.4678, -0.4525, -0.4564, -0.4406, -0.4333, -0.4135, -0.4154, -0.4429, -0.4333, -0.416, -0.4326, -0.4302, -0.423, -0.4266, -0.4206, -0.4366, -0.4362, -0.4362, -0.4412, -0.4155, -0.4044, -0.4048, -0.4055, -0.4116, -0.4135, -0.4154, -0.3991, -0.3614, -0.3315, -0.3306, -0.2737, -0.185, -0.1503, -0.2518, -0.2178, -0.1417, -0.115, -0.1617, -0.1374, -0.1365, -0.1381, -0.1185, -0.2099, -0.172, -0.1902, -0.1529, -0.1067, -0.0776, -0.0911, -0.1024, 0.0, 0.0, 0.0078, 0.0126, -0.1536, -0.1226, -0.1342, -0.1117, -0.1816, -0.1815, -0.1511, -0.2483, -0.1966, -0.174, -0.1666, -0.1407, -0.1537, -0.136, -0.1041, -0.0418, -0.058, -0.0861, -0.0459, -0.0831, -0.1476, -0.15, -0.1445, -0.1208, -0.0839, -0.0943, -0.093, -0.0549, -0.0258, -0.0338, -0.1191, -0.1362, -0.1339, -0.1339, -0.1582, -0.2049, -0.203, -0.2168, -0.1737, -0.1594, -0.1391, -0.1659, -0.1883, -0.1815, -0.2093, -0.1928, -0.2136, -0.239, -0.276, -0.3182, -0.3115, -0.3133, -0.3133, -0.3292, -0.3436, -0.3694, -0.3552, -0.3793, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2052085687978226077", "ticker_idx": 0, "ts": "2026-05-06T17:58:48+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "amd still can't expand capacity to meet demand you will see towards the end of the year", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish AMD by end of year on capacity constraints unable to meet demand.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@raghavrmehta If I was right u would say the opposite lol amd still can’t expand capacity to meet demand you will see towards the end of the year", "reply_text": null, "parent_text": "@bubbleboi That AMD short into earnings made no sense given your other positions", "quoted_text": null, "parent_author": "raghavrmehta", "ret_m1d": -0.15693301355985922, "ret_signed_m1d": -0.15693301355985922, "alpha_spy_m1d": -0.14322415871983685, "alpha_c_m1d": -0.10769333289309102, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030684218286820997, "ret_signed_p1d": -0.030684218286820997, "alpha_spy_p1d": -0.027618135867750415, "alpha_c_p1d": -0.013112852585256407, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.0572153694047004, "ret_signed_p1w": 0.0572153694047004, "alpha_spy_p1w": 0.04565958503329015, "alpha_c_p1w": 0.015924602881488337, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.24160514967003444, "ret_signed_p1m": 0.24160514967003444, "alpha_spy_p1m": 0.2099084000559528, "alpha_c_p1m": 0.10014338790164912, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24160514967003444, "alpha_spy_stated": 0.2099084000559528, "alpha_c_stated": 0.10014338790164912, "price_path": [-0.5054, -0.4874, -0.4932, -0.4932, -0.5113, -0.508, -0.508, -0.5181, -0.5251, -0.5174, -0.525, -0.5334, -0.4925, -0.4996, -0.5166, -0.5249, -0.5287, -0.5469, -0.5205, -0.5267, -0.5433, -0.519, -0.5177, -0.5139, -0.5307, -0.5411, -0.5335, -0.5341, -0.5267, -0.5129, -0.5222, -0.519, -0.5126, -0.4773, -0.5164, -0.5207, -0.5348, -0.5172, -0.5012, -0.4839, -0.4839, -0.4775, -0.4743, -0.4499, -0.4384, -0.4185, -0.4142, -0.3947, -0.3875, -0.3397, -0.3394, -0.3475, -0.3249, -0.2799, -0.2754, -0.1746, -0.2059, -0.233, -0.2, -0.1588, -0.1444, -0.1895, -0.1569, 0.0, -0.0307, 0.0802, 0.0888, 0.0638, 0.0572, 0.0672, 0.0064, -0.0009, -0.0174, 0.0622, 0.0669, 0.1094, 0.1094, 0.1958, 0.176, 0.2295, 0.2248, 0.2106, 0.2377, 0.2875, 0.2416, 0.1068, 0.1636, 0.1284, 0.0736, 0.1591, 0.214, 0.2987, 0.2038, 0.2162, 0.2752, 0.2752, 0.3091, 0.2337, 0.2334, 0.2638, 0.2638, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034479011217518815", "ticker_idx": 0, "ts": "2026-03-19T03:56:09+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "The war dragging on for another month will mean all of Asia is without power. We are going to ban exports of oil and gas soon", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish on Taiwan/Korea/Japan equities and bullish on oil/gas on Middle East infrastructure destruction cutting Asian energy supply.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "USO is the standard US oil ETF proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Balaji is right. \n\nThis is the NBA season cancellation moment during Covid. You can’t get this infrastructure up and running in the next 9 months.. we blew it badly. \n\nThe war dragging on for another month will mean all of Asia is without power. We are going to ban exports of oil and gas soon as well to help our own local market. Writing is on the wall for Taiwan & Korea .. Japan might last another 3 months.", "reply_text": null, "parent_text": null, "quoted_text": "I'm going to make some obvious points.\n\n(1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything https://t.co/BNgNbR39aH", "parent_author": null, "ret_m1d": 0.036724587049921986, "ret_signed_m1d": 0.036724587049921986, "alpha_spy_m1d": 0.03425411782909493, "alpha_c_m1d": 0.03425411782909493, "bench_spy_m1d": 0.002470469220827054, "bench_c_m1d": 0.002470469220827054, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03467961548787879, "ret_signed_p1d": 0.03467961548787879, "alpha_spy_p1d": 0.049015311754731505, "alpha_c_p1d": 0.049015311754731505, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.014335696266852715, "ret_p1w": -0.000852066066811763, "ret_signed_p1w": -0.000852066066811763, "alpha_spy_p1w": 0.018772377972991805, "alpha_c_p1w": 0.018772377972991805, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.019624444039803568, "ret_p1m": -0.01124744110394793, "ret_signed_p1m": -0.01124744110394793, "alpha_spy_p1m": -0.09048277763923507, "alpha_c_p1m": -0.09048277763923507, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.07923533653528714, "ret_p3m": -0.016104289194096455, "ret_signed_p3m": -0.016104289194096455, "alpha_spy_p3m": -0.15641838519951567, "alpha_c_p3m": -0.15641838519951567, "bench_spy_p3m": 0.14031409600541922, "bench_c_p3m": 0.14031409600541922, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01124744110394793, "alpha_spy_stated": -0.09048277763923507, "alpha_c_stated": -0.09048277763923507, "price_path": [-0.4058, -0.401, -0.4018, -0.4018, -0.4165, -0.4069, -0.4058, -0.4107, -0.4107, -0.4124, -0.4017, -0.4162, -0.4224, -0.3989, -0.3969, -0.3895, -0.3739, -0.3813, -0.3939, -0.3895, -0.3895, -0.3877, -0.3751, -0.388, -0.3699, -0.3739, -0.3553, -0.3471, -0.3257, -0.3224, -0.3581, -0.3399, -0.3364, -0.3465, -0.344, -0.3352, -0.3351, -0.3278, -0.3492, -0.3505, -0.3505, -0.3547, -0.3234, -0.3082, -0.3111, -0.3107, -0.3119, -0.3206, -0.3203, -0.3017, -0.2571, -0.2314, -0.2198, -0.1794, -0.0732, -0.111, -0.098, -0.0793, 0.0088, 0.0216, -0.0199, 0.0126, 0.0367, 0.0, 0.0347, -0.0579, -0.024, -0.0338, -0.0009, 0.0583, 0.1063, 0.0843, 0.0573, 0.1752, 0.1752, 0.1839, 0.1766, 0.0615, 0.0818, 0.0636, 0.0947, 0.0553, 0.0446, 0.0723, -0.0112, 0.0337, 0.0928, 0.1026, 0.1479, 0.1282, 0.1479, 0.1895, 0.2835, 0.2533, 0.2168, 0.2578, 0.2284, 0.1414, 0.1501, 0.1383, 0.1815, 0.2296, 0.2103, 0.2185, 0.263, 0.2721, 0.3033, 0.2293, 0.2146, 0.2007, 0.2007, 0.1673, 0.1165, 0.1143, 0.0999, 0.1546, 0.1696, 0.2002, 0.1651, 0.1334, 0.1516, 0.1188, 0.1443, 0.0977, 0.0688, 0.0328, -0.0161, -0.0267, -0.0212, -0.0212, -0.0398, -0.052, -0.0943, -0.0686, -0.0686, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2051705681959641297", "ticker_idx": 0, "ts": "2026-05-05T16:48:48+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll short AMD into earnings why not?", "tweet_type": "prediction", "timeline": "days", "summary": "Short AMD into earnings.", "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’ll short AMD into earnings why not?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03861960491909744, "ret_signed_m1d": 0.03861960491909744, "alpha_spy_m1d": 0.03066122017782269, "alpha_c_m1d": 0.008200056387046128, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1861453669565576, "ret_signed_p1d": -0.1861453669565576, "alpha_spy_p1d": -0.1722459672637835, "alpha_c_p1d": -0.13435557339291782, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.2618645392727186, "ret_signed_p1w": -0.2618645392727186, "alpha_spy_p1w": -0.24195496539421213, "alpha_c_p1w": -0.18809232748660087, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.5271069206161585, "ret_signed_p1m": -0.5271069206161585, "alpha_spy_p1m": -0.4850079699849452, "alpha_c_p1m": -0.30668942375467734, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.2618645392727186, "alpha_spy_stated": -0.24195496539421213, "alpha_c_stated": -0.18809232748660087, "price_path": [-0.4581, -0.4133, -0.392, -0.3988, -0.3988, -0.4203, -0.4164, -0.4164, -0.4284, -0.4367, -0.4275, -0.4366, -0.4466, -0.3981, -0.4065, -0.4267, -0.4364, -0.4409, -0.4625, -0.4312, -0.4386, -0.4583, -0.4295, -0.4279, -0.4234, -0.4434, -0.4556, -0.4467, -0.4474, -0.4386, -0.4222, -0.4333, -0.4295, -0.4219, -0.38, -0.4264, -0.4314, -0.4482, -0.4274, -0.4083, -0.3878, -0.3878, -0.3802, -0.3764, -0.3475, -0.3339, -0.3103, -0.3052, -0.282, -0.2734, -0.2167, -0.2164, -0.2261, -0.1992, -0.1458, -0.1405, -0.021, -0.0581, -0.0902, -0.0511, -0.0022, 0.0149, -0.0386, 0.0, 0.1861, 0.1497, 0.2813, 0.2914, 0.2619, 0.254, 0.2658, 0.1938, 0.185, 0.1655, 0.2599, 0.2655, 0.316, 0.316, 0.4184, 0.3949, 0.4583, 0.4527, 0.4359, 0.4681, 0.5271, 0.4727, 0.3128, 0.3802, 0.3385, 0.2734, 0.3749, 0.44, 0.5404, 0.4279, 0.4425, 0.5126, 0.5126, 0.5528, 0.4633, 0.463, 0.4991, 0.4991, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031838535788216497", "ticker_idx": 0, "ts": "2026-03-11T21:03:51+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I'm massively short TSMC btw. They will ship zero chips next month if this trend continues.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Massively short TSMC; claims supply chain disruptions (helium shortage) could halt chip shipments within a month.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m massively short TSMC btw. \n\nThey will ship zero chips next month if this trend continues.", "reply_text": null, "parent_text": null, "quoted_text": "Black swan events come with their own set of disruptions. TSMC is not getting helium right now. Singapore port is having logistics issues with delayed cargo. Crude stuck in Hormuz is causing a storage glut. The world is going through a manufactured supply chain disruption.", "parent_author": null, "ret_m1d": 0.053013021785879966, "ret_signed_m1d": -0.053013021785879966, "alpha_spy_m1d": -0.037593916927675775, "alpha_c_m1d": -0.019776751118325553, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.03323627066755441, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004751833558736873, "ret_signed_p1d": -0.004751833558736873, "alpha_spy_p1d": -0.010411969311345803, "alpha_c_p1d": -0.006813045782688598, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.002061212223951725, "ret_p1w": 0.009012713858246757, "ret_signed_p1w": -0.009012713858246757, "alpha_spy_p1w": -0.01841129737336966, "alpha_c_p1w": 0.008481446499110756, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": 0.017494160357357513, "ret_p1m": 0.10375184312453634, "ret_signed_p1m": -0.10375184312453634, "alpha_spy_p1m": -0.08084755166176882, "alpha_c_p1m": 0.021850401965273214, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.12560224508980955, "ret_p3m": 0.2744671052661547, "ret_signed_p3m": -0.2744671052661547, "alpha_spy_p3m": -0.16486299510165958, "alpha_c_p3m": 0.24824436339256883, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.5227114686587235, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10375184312453634, "alpha_spy_stated": -0.08084755166176882, "alpha_c_stated": 0.021850401965273214, "price_path": [-0.1454, -0.148, -0.1775, -0.1545, -0.1418, -0.129, -0.1181, -0.1126, -0.1126, -0.1006, -0.1063, -0.1103, -0.0975, -0.0975, -0.0508, -0.0429, -0.0276, -0.0535, -0.0555, -0.0388, -0.0147, -0.0163, -0.0285, 0.0146, 0.0169, 0.0169, -0.0284, -0.0315, -0.0277, -0.0055, -0.0119, 0.0048, 0.0166, 0.0084, -0.0183, 0.0138, -0.0029, -0.0326, -0.0178, 0.0361, 0.0555, 0.0748, 0.111, 0.0932, 0.0881, 0.0881, 0.0816, 0.0759, 0.0703, 0.1005, 0.099, 0.1456, 0.1515, 0.1191, 0.1125, 0.0962, 0.0488, 0.0616, 0.0509, 0.0065, 0.0356, 0.0308, 0.053, 0.0, 0.0048, 0.0105, 0.0304, 0.0113, 0.009, -0.0194, 0.008, 0.0223, 0.0357, -0.0288, -0.0269, -0.0574, 0.0065, 0.0171, 0.0098, 0.0098, 0.0179, 0.0285, 0.0898, 0.0885, 0.1038, 0.1007, 0.1314, 0.1172, 0.0822, 0.1035, 0.0908, 0.0962, 0.1539, 0.1397, 0.1986, 0.2061, 0.1685, 0.1729, 0.1796, 0.1844, 0.1961, 0.1747, 0.2494, 0.2335, 0.2261, 0.2048, 0.1832, 0.1907, 0.2441, 0.2043, 0.1793, 0.1693, 0.1961, 0.2126, 0.2048, 0.2048, 0.228, 0.259, 0.2654, 0.2463, 0.2974, 0.3304, 0.3006, 0.3251, 0.2365, 0.2711, 0.2745, 0.2174, 0.257, 0.2655, 0.3177, 0.2712, 0.2901, 0.3795, 0.3795, 0.3961, 0.3027, 0.316, 0.2986, 0.2986, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2042662126532337896", "ticker_idx": 0, "ts": "2026-04-10T17:52:56+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia is running into the physical limits of advanced packaging and quietly losing the technical moat that justified their valuation. Every new generation on their roadmap demands more design compromises than the market is pricing in. That means delays.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Short NVDA on compounding packaging/yield limits, roadmap delays, and moat erosion; long INTC as EMIB+glass substrate positions it as the packaging-superior alternative hyperscalers will migrate to.", "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": "It’s becoming obvious to anyone with a chip design background that Nvidia is running into the physical limits of advanced packaging and quietly losing the technical moat that justified their valuation.\n\nEvery new generation on their roadmap demands more design compromises than the market is pricing in. That means delays. And delays leave doors open for competitors who are already closing the gap on TCO.\n\nExhibit A: Rubin Ultra already got gutted. The original four-die design had to be scaled back to dual-die because CoWoS-L couldn’t handle the thermal and structural stresses. The package was literally warping and compute dies weren’t making full contact with the substrate. TSMC’s advanced packaging hit a wall. That would be fine if Nvidia’s entire roadmap from Blackwell to Feynman didn’t hinge on pushing that same technology harder every twelve months.\n\nTheir workaround now is a 2+2 configuration at the board level. But that’s a fundamentally different interconnect topology. You lose the die-to-die bandwidth density of a unified CoWoS interposer and fall back to PCB-level signaling between halves. For inference-latency-sensitive workloads, that’s a real performance degradation Jensen isn’t discussing and it’s exactly why he’s been so hostile to the idea of inference ASICs for years. He knows the cracks are showing. And my real fear is what if this isn’t the end of resorting to PCB packaging? Feynman is claiming 6 or 8 reticle dies on one interposer and they can’t even get 4 working? This would be absolutely catastrophic !!!\n\nNot to mention they even had to respin Rubin. After the first tapeout completed in late June 2025, Nvidia redesigned the chip in response to AMD’s MI450 and had to push TDP from 1800W to 2000W with a new tapeout not expected until late September/October now. That’s directly impacting the 2026 launch schedule and supply. But even more concerning than that is why does Nvidia need to make such big reactive design changes mid-tapeout on a chip this complex? It’s because the original spec wasn’t where it needed to be and their answer was to push more power to do it which isn’t a design win.\n\nOn top of that, HBM4 verification delays at SK Hynix and Micron forced Nvidia to cut its 2026 Rubin production target from 2 million units to 1.5 million. This is the same movie as the Blackwell ramp: announce jaw-dropping specs, watch TSMC and memory vendors struggle to deliver, and let the revenue targets slip. The market doesn’t price Nvidia on delivering it prices it on announcements lol. Jensen knows this, which is why GTC has turned into a Hajj for speculators rather than a conference for design partners.\n\nSo this is the core issue: the annual cadence of Blackwell (2024) → Rubin (2026) → Feynman (2028) is physically unsustainable but is necessary to justify its valuation. “Ultra” refreshes between each generation increasingly look like patches for unmet design objectives and every generation is stacking a new memory standard, a new packaging technology, and a new process node simultaneously. TSMC is already forced to explore alternatives like CoPoS (Chip-on-Panel-on-Substrate) because CoWoS-L can’t scale to where Nvidia needs it. All that introduces 6-12 months of delays and yield ramp risk and stacking all these is begging for even compounding delays.\n\nAnd this is the crucial point the market is starting to wake up to: when you have billions in data center construction costs on the line and customers to serve, you do not care where your chips come from as long as they meet spec and show up on time. It’s why Google has TPUs and Amazon has Tranium, the market for selling inference accelerators is much smaller than serving tokens… that’s the real business at the end of the day.\n\n---\n\nAnd now to the final nail in the fucking coffin. Remember I said Nvidia is a CoWoS cuck. Well.. what’s the alternative? \n\nINTEL. \n\nIntel is quietly building the most credible packaging alternative in the industry with EMIB delivering higher-bandwidth die-to-die interconnect without a massive silicon interposer resulting in cheaper, better scaling, and none of the warping problems that gutted Rubin Ultra. Intel is also leading on glass substrates, which solve the exact CTE mismatch and dimensional stability issues that make organic substrates the bottleneck for next-gen multi-die packages. \n\nIf Intel Foundry executes on 18A and pairs it with EMIB + glass, hyperscalers get a packaging-superior alternative that fucking will mooooooogggg Nvidia. Nvidia’s entire roadmap assumes TSMC solves every problem on schedule, every time, forever because they aren’t that smart. \n\nThe recent announcement with Google & Intel & the soon to be announce Apple & Intel deal will paint the picture even more clearly. TSMC could possibly cost Nvidia the crown…", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025022544748339093, "ret_signed_m1d": 0.025022544748339093, "alpha_spy_m1d": 0.025684758411626984, "alpha_c_m1d": 0.009984073656074122, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003604892099032586, "ret_signed_p1d": -0.003604892099032586, "alpha_spy_p1d": 0.006167555147449155, "alpha_c_p1d": 0.011181757284957738, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.06918295888331927, "ret_signed_p1w": -0.06918295888331927, "alpha_spy_p1w": -0.024029407358404198, "alpha_c_p1w": -0.0067401863270097895, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.1633355780222414, "ret_signed_p1m": -0.1633355780222414, "alpha_spy_p1m": -0.07526566382182454, "alpha_c_p1m": 0.15581382482850614, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.015, -0.0292, -0.0084, -0.0128, -0.0128, -0.056, -0.0282, -0.0201, -0.0051, -0.0115, -0.0006, 0.0153, 0.0205, 0.0132, -0.0161, -0.044, -0.0766, -0.0888, -0.0171, 0.0074, -0.0005, 0.0075, -0.009, -0.0309, -0.0309, -0.0195, -0.0035, -0.0039, 0.0063, 0.0154, 0.0223, 0.0367, -0.0199, -0.0607, -0.0327, -0.0455, -0.0297, -0.0281, -0.0574, -0.0318, -0.0205, -0.0138, -0.0291, -0.0444, -0.0287, -0.0355, -0.0436, -0.0534, -0.0845, -0.0689, -0.0712, -0.0527, -0.0922, -0.1119, -0.1244, -0.0754, -0.0683, -0.0596, -0.0596, -0.0583, -0.0558, -0.0347, -0.025, 0.0, 0.0036, 0.0418, 0.0543, 0.0515, 0.0692, 0.0712, 0.0596, 0.0735, 0.0584, 0.1041, 0.1483, 0.1301, 0.1093, 0.058, 0.0521, 0.0522, 0.0417, 0.1018, 0.1212, 0.1409, 0.1633, 0.1704, 0.1972, 0.2497, 0.1945, 0.1786, 0.1695, 0.1847, 0.1637, 0.1415, 0.1415, 0.1391, 0.1271, 0.1358, 0.1193, 0.1894, 0.1813, 0.1385, 0.1606, 0.0886, 0.1074, 0.105, 0.0637, 0.0874, 0.0891, 0.1276, 0.1008, 0.0862, 0.1183, 0.1183, 0.1074, 0.0617, 0.0562, 0.0389, 0.0389, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2042662126532337896", "ticker_idx": 1, "ts": "2026-04-10T17:52:56+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel is quietly building the most credible packaging alternative in the industry with EMIB delivering higher-bandwidth die-to-die interconnect without a massive silicon interposer resulting in cheaper, better scaling, and none of the warping problems that gutted Rubin Ultra.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Short NVDA on compounding packaging/yield limits, roadmap delays, and moat erosion; long INTC as EMIB+glass substrate positions it as the packaging-superior alternative hyperscalers will migrate to.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "It’s becoming obvious to anyone with a chip design background that Nvidia is running into the physical limits of advanced packaging and quietly losing the technical moat that justified their valuation.\n\nEvery new generation on their roadmap demands more design compromises than the market is pricing in. That means delays. And delays leave doors open for competitors who are already closing the gap on TCO.\n\nExhibit A: Rubin Ultra already got gutted. The original four-die design had to be scaled back to dual-die because CoWoS-L couldn’t handle the thermal and structural stresses. The package was literally warping and compute dies weren’t making full contact with the substrate. TSMC’s advanced packaging hit a wall. That would be fine if Nvidia’s entire roadmap from Blackwell to Feynman didn’t hinge on pushing that same technology harder every twelve months.\n\nTheir workaround now is a 2+2 configuration at the board level. But that’s a fundamentally different interconnect topology. You lose the die-to-die bandwidth density of a unified CoWoS interposer and fall back to PCB-level signaling between halves. For inference-latency-sensitive workloads, that’s a real performance degradation Jensen isn’t discussing and it’s exactly why he’s been so hostile to the idea of inference ASICs for years. He knows the cracks are showing. And my real fear is what if this isn’t the end of resorting to PCB packaging? Feynman is claiming 6 or 8 reticle dies on one interposer and they can’t even get 4 working? This would be absolutely catastrophic !!!\n\nNot to mention they even had to respin Rubin. After the first tapeout completed in late June 2025, Nvidia redesigned the chip in response to AMD’s MI450 and had to push TDP from 1800W to 2000W with a new tapeout not expected until late September/October now. That’s directly impacting the 2026 launch schedule and supply. But even more concerning than that is why does Nvidia need to make such big reactive design changes mid-tapeout on a chip this complex? It’s because the original spec wasn’t where it needed to be and their answer was to push more power to do it which isn’t a design win.\n\nOn top of that, HBM4 verification delays at SK Hynix and Micron forced Nvidia to cut its 2026 Rubin production target from 2 million units to 1.5 million. This is the same movie as the Blackwell ramp: announce jaw-dropping specs, watch TSMC and memory vendors struggle to deliver, and let the revenue targets slip. The market doesn’t price Nvidia on delivering it prices it on announcements lol. Jensen knows this, which is why GTC has turned into a Hajj for speculators rather than a conference for design partners.\n\nSo this is the core issue: the annual cadence of Blackwell (2024) → Rubin (2026) → Feynman (2028) is physically unsustainable but is necessary to justify its valuation. “Ultra” refreshes between each generation increasingly look like patches for unmet design objectives and every generation is stacking a new memory standard, a new packaging technology, and a new process node simultaneously. TSMC is already forced to explore alternatives like CoPoS (Chip-on-Panel-on-Substrate) because CoWoS-L can’t scale to where Nvidia needs it. All that introduces 6-12 months of delays and yield ramp risk and stacking all these is begging for even compounding delays.\n\nAnd this is the crucial point the market is starting to wake up to: when you have billions in data center construction costs on the line and customers to serve, you do not care where your chips come from as long as they meet spec and show up on time. It’s why Google has TPUs and Amazon has Tranium, the market for selling inference accelerators is much smaller than serving tokens… that’s the real business at the end of the day.\n\n---\n\nAnd now to the final nail in the fucking coffin. Remember I said Nvidia is a CoWoS cuck. Well.. what’s the alternative? \n\nINTEL. \n\nIntel is quietly building the most credible packaging alternative in the industry with EMIB delivering higher-bandwidth die-to-die interconnect without a massive silicon interposer resulting in cheaper, better scaling, and none of the warping problems that gutted Rubin Ultra. Intel is also leading on glass substrates, which solve the exact CTE mismatch and dimensional stability issues that make organic substrates the bottleneck for next-gen multi-die packages. \n\nIf Intel Foundry executes on 18A and pairs it with EMIB + glass, hyperscalers get a packaging-superior alternative that fucking will mooooooogggg Nvidia. Nvidia’s entire roadmap assumes TSMC solves every problem on schedule, every time, forever because they aren’t that smart. \n\nThe recent announcement with Google & Intel & the soon to be announce Apple & Intel deal will paint the picture even more clearly. TSMC could possibly cost Nvidia the crown…", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010580311576003809, "ret_signed_m1d": -0.010580311576003809, "alpha_spy_m1d": -0.0112425252392917, "alpha_c_m1d": 0.004458159516261162, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044886168469332244, "ret_signed_p1d": 0.044886168469332244, "alpha_spy_p1d": 0.0351137212228505, "alpha_c_p1d": 0.03009951908534192, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.09810834926408685, "ret_signed_p1w": 0.09810834926408685, "alpha_spy_p1w": 0.05295479773917178, "alpha_c_p1w": 0.03566557670777737, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 1.0750240497762338, "ret_signed_p1m": 1.0750240497762338, "alpha_spy_p1m": 0.9869541355758169, "alpha_c_p1m": 0.7558746469254862, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2419, -0.219, -0.2254, -0.2472, -0.2472, -0.2215, -0.1303, -0.1292, -0.2775, -0.3189, -0.2958, -0.218, -0.2199, -0.255, -0.2175, -0.2105, -0.2209, -0.2267, -0.189, -0.1946, -0.2445, -0.2259, -0.2549, -0.2499, -0.2499, -0.2597, -0.2712, -0.2847, -0.2929, -0.3006, -0.2607, -0.2485, -0.2712, -0.2688, -0.2706, -0.3091, -0.2693, -0.2634, -0.3039, -0.2693, -0.2501, -0.2308, -0.2746, -0.2663, -0.2664, -0.2937, -0.2781, -0.2597, -0.2967, -0.2945, -0.2937, -0.2437, -0.293, -0.3086, -0.3397, -0.2926, -0.23, -0.1924, -0.1924, -0.186, -0.1518, -0.055, -0.0106, 0.0, 0.0449, 0.0229, 0.041, 0.0981, 0.0981, 0.0532, 0.0622, 0.0463, 0.0705, 0.3232, 0.3625, 0.3549, 0.5189, 0.5146, 0.597, 0.5354, 0.7337, 0.8116, 0.7573, 1.0026, 1.075, 0.9335, 0.9283, 0.8584, 0.7437, 0.734, 0.7762, 0.907, 0.8996, 0.9211, 0.9211, 0.9801, 0.9521, 0.938, 0.8384, 0.7526, 0.7302, 0.8068, 0.7919, 0.5898, 0.7677, 0.73, 0.7159, 0.875, 0.997, 1.0497, 0.8764, 0.9413, 1.148, 1.148, 1.2594, 1.1206, 1.1105, 1.13, 1.13, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2041627711828005187", "ticker_idx": 0, "ts": "2026-04-07T21:22:32+00:00", "symbol": "silicon IP companies", "kind": "sector", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Massively short any silicon IP companies right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Massively short silicon IP companies: Claude Mythos can now one-shot chip designs from open standards docs, eliminating the moat.", "resolved_tickers": ["ARM", "CEVA", "SSNC"], "resolution_method": "basket", "resolution_reason": "Silicon IP: Arm Holdings, CEVA; no single ETF exists", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Massively short any silicon IP companies right now Claude Mythos just one shotted a perfect PCIe 6.0 controller… there is no moat anymore. \n\nIf there is an open standard Mythos will be able to read the design docs and one shot it overnight.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04008758806648405, "ret_signed_m1d": 0.04008758806648405, "alpha_spy_m1d": 0.015250542087416608, "alpha_c_m1d": -0.014343554467241226, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.054431142533725274, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014884413207196467, "ret_signed_p1d": 0.014884413207196467, "alpha_spy_p1d": 0.020653430906382053, "alpha_c_p1d": 0.032358129031056726, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.01747371582386026, "ret_p1w": 0.052473942227852254, "ret_signed_p1w": -0.052473942227852254, "alpha_spy_p1w": -0.01707511855275653, "alpha_c_p1w": 0.018650586328906295, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.07112452855675855, "ret_p1m": 0.35342403728426547, "ret_signed_p1m": -0.35342403728426547, "alpha_spy_p1m": -0.27122114730801067, "alpha_c_p1m": -0.07635045732178397, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.2770735799624815, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.35342403728426547, "alpha_spy_stated": -0.27122114730801067, "alpha_c_stated": -0.07635045732178397, "price_path": [0.0287, 0.0298, 0.018, 0.0063, 0.0012, 0.0116, 0.0116, 0.0006, 0.0351, 0.0472, 0.0372, 0.0171, 0.0231, 0.0091, -0.0085, -0.0374, -0.0326, -0.0852, -0.0839, -0.0601, 0.0058, 0.0099, 0.0099, 0.0065, -0.0269, -0.0136, -0.0136, -0.0488, -0.0478, -0.0617, -0.0681, -0.092, -0.0563, -0.0173, -0.0057, -0.0228, -0.0196, -0.035, -0.0346, -0.0582, -0.0764, -0.0666, -0.0587, -0.0649, -0.1067, -0.1065, -0.0874, -0.0726, -0.0751, -0.063, -0.0661, -0.0521, -0.0693, -0.0157, -0.0318, -0.0736, -0.1001, -0.04, -0.018, -0.0257, -0.0257, -0.0251, -0.0401, 0.0, -0.0149, -0.0159, 0.0178, 0.0388, 0.0525, 0.0616, 0.0926, 0.1154, 0.1293, 0.1734, 0.1873, 0.31, 0.2461, 0.1727, 0.222, 0.2917, 0.3216, 0.3076, 0.3395, 0.4195, 0.3534, 0.3994, 0.3816, 0.3795, 0.4173, 0.4315, 0.363, 0.3901, 0.4011, 0.5064, 0.6047, 0.6396, 0.6396, 0.7092, 0.643, 0.7372, 0.7555, 0.9648, 1.026, 1.0525, 1.0104, 0.803, 0.8362, 0.7484, 0.6753, 0.8227, 0.9167, 1.0255, 0.9501, 0.9776, 1.0968, 1.0968, 1.0032, 0.8684, 0.844, 0.7861, 0.7861, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047744437531648494", "ticker_idx": 0, "ts": "2026-04-24T18:28:13+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yeah I'm still long ofc but in stock now.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding a long position in INTC, now in stock rather than options.", "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": "@themoridwan Yeah I’m still long ofc but in stock now.", "reply_text": null, "parent_text": "@bubbleboi Are you still long INTC? Or closed your position?", "quoted_text": null, "parent_author": "themoridwan", "ret_m1d": -0.19093775092587517, "ret_signed_m1d": -0.19093775092587517, "alpha_spy_m1d": -0.18324803170086568, "alpha_c_m1d": -0.14238314185204792, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029682540841616367, "ret_signed_p1d": 0.029682540841616367, "alpha_spy_p1d": 0.027959753004052734, "alpha_c_p1d": 0.03003794854028463, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.20692999323485117, "ret_signed_p1w": 0.20692999323485117, "alpha_spy_p1w": 0.19753145703882158, "alpha_c_p1w": 0.20025594523998813, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.45190204759673613, "ret_signed_p1m": 0.45190204759673613, "alpha_spy_p1m": 0.407500576661624, "alpha_c_p1m": 0.31391925684967736, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45190204759673613, "alpha_spy_stated": 0.407500576661624, "alpha_c_stated": 0.31391925684967736, "price_path": [-0.4678, -0.409, -0.4105, -0.437, -0.4087, -0.4033, -0.4112, -0.4156, -0.3871, -0.3913, -0.429, -0.415, -0.4369, -0.4331, -0.4331, -0.4405, -0.4492, -0.4594, -0.4656, -0.4714, -0.4412, -0.432, -0.4492, -0.4474, -0.4488, -0.4778, -0.4478, -0.4433, -0.474, -0.4478, -0.4332, -0.4187, -0.4518, -0.4455, -0.4456, -0.4662, -0.4544, -0.4405, -0.4685, -0.4668, -0.4662, -0.4284, -0.4657, -0.4775, -0.501, -0.4654, -0.4181, -0.3896, -0.3896, -0.3848, -0.359, -0.2858, -0.2522, -0.2442, -0.2103, -0.2269, -0.2132, -0.1701, -0.1701, -0.204, -0.1972, -0.2092, -0.1909, 0.0, 0.0297, 0.024, 0.1479, 0.1447, 0.2069, 0.1604, 0.3103, 0.3692, 0.3281, 0.5134, 0.5682, 0.4612, 0.4574, 0.4045, 0.3178, 0.3105, 0.3424, 0.4412, 0.4357, 0.4519, 0.4519, 0.4965, 0.4753, 0.4646, 0.3894, 0.3246, 0.3076, 0.3655, 0.3543, 0.2015, 0.336, 0.3075, 0.2968, 0.417, 0.5092, 0.5491, 0.4181, 0.4672, 0.6233, 0.6233, 0.7075, 0.6026, 0.595, 0.6098, 0.6098, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046367321665716454", "ticker_idx": 0, "ts": "2026-04-20T23:16:03+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The actual Apple AI strategy is a lot more smarter than haters give credit to. They own the silicon, own the OS, and can run inference on the device better than anyone. No competitor has the silicon plus OS plus distribution to replicate that and I truly believe on device inference for trillion parameter models is coming in next 5 years. The fact that Ternus is succeeding Tim Cook is very bullish for that.", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish AAPL: differentiated on-device AI strategy (silicon+OS+distribution) is underappreciated; durable FCF machine with unmatched margins; new hardware-focused CEO succession reinforces long thesis.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "Tim Cook is one of the greatest CEOs of all time and the cope from the haters this cycle has been frankly a sight to behold. \n\nWhen he took over Apple in 2011, it was a $350B consumer hardware company that was selling the iPhone 4 lol. Now it’s a $4T+ free cash flow machine where Services alone is a $100B+ ARR business & AirPods is a bigger standalone business than most Fortune 500 companies. Going from a Phone OEM to a company with monster recurring revenue without breaking the core product is not easy to pull off.\n\nNow people will see this master stroke and then be like oh but they are falling behind in the AI race. The problem with that line of thinking is that people think \"AI strategy\" means setting $100B on fire to rent H100s and become a low-margin neocloud. They want Apple to just blow all of their money instead of building a real differentiated product. Apple probably looked at the inference market early on and correctly decided not to play a game where the winner gets 20% gross margins and a terrible balance sheet and let everybody else fight it out. Nvidia did the same thing. Neoclouds look more like industrials why the fuck would you destroy your 75% margins for that? \n\nThe actual Apple AI strategy is a lot more smarter than haters give credit to. They own the silicon, own the OS, and can run inference on the device better than anyone. \n\nM5 ships with neural accelerators in every GPU core, 153 GB/s unified memory bandwidth and if you believe flash has room to run… much more. Your data never leaves the phone, your AI never goes down because AWS had a bad day, and you don't get billed by the token. No competitor has the silicon plus OS plus distribution to replicate that and I truly believe on device inference for trillion parameter models is coming in next 5 years. The fact that Ternus is succeeding Tim Cook is very bullish for that. They didn't pick a finance guy or a services guy. They picked the head of hardware engineering because the board knows this is the future for Apple.\n\nThe people dunking on Cook have never built a free cash flow business in their lives. You actually need to be successful first to understand why a business needs to defend a margin profile, allocate capex against a portfolio, or make a decision that looks slow now but obvious for 10 years. You can't expect the junior varsity players to understand the decisions a pro would make.", "reply_text": null, "parent_text": null, "quoted_text": "Under Cook, Apple's market cap grew from $350 billion to $4 trillion, more than 1,000% increase; meanwhile revenue quadrupled, from $108 billion in 2011 to $416 billion in 2025.\n\nThat's some serious Price/Sales expansion", "parent_author": null, "ret_m1d": 0.02584798810075606, "ret_signed_m1d": 0.02584798810075606, "alpha_spy_m1d": 0.0192579509853541, "alpha_c_m1d": 0.026688424653721787, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0008404365529657287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026298995241013978, "ret_signed_p1d": 0.026298995241013978, "alpha_spy_p1d": 0.016172283145895028, "alpha_c_p1d": 0.004319554827570515, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.021979440413443463, "ret_p1w": 0.01705667690823942, "ret_signed_p1w": 0.01705667690823942, "alpha_spy_p1w": 0.0062483207498682525, "alpha_c_p1w": -0.0033713630574321307, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.02042803996567155, "ret_p1m": 0.1365985867754378, "ret_signed_p1m": 0.1365985867754378, "alpha_spy_p1m": 0.08380632742912253, "alpha_c_p1m": -0.008530387151277408, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.1451289739267152, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0678, -0.069, -0.0413, -0.0306, -0.0375, -0.0305, -0.026, 0.0135, 0.0115, 0.0378, 0.0356, 0.0439, 0.0317, 0.0282, 0.0351, -0.0167, -0.039, -0.039, -0.0086, -0.0068, -0.021, -0.006, 0.0, 0.0224, 0.0303, 0.0255, -0.0075, -0.0054, -0.0091, -0.0137, -0.0221, -0.0327, -0.0236, -0.0201, -0.0201, -0.0391, -0.0603, -0.0502, -0.0449, -0.061, -0.0647, -0.0683, -0.0552, -0.0546, -0.0509, -0.0499, -0.0653, -0.0734, -0.0465, -0.0396, -0.0385, -0.0385, -0.0275, -0.0476, -0.0273, -0.0213, -0.0214, -0.0262, -0.0276, 0.001, -0.0104, 0.0153, 0.0258, 0.0, 0.0263, 0.0273, 0.0184, 0.0054, 0.0171, 0.015, 0.0195, 0.0525, 0.04, 0.0677, 0.0802, 0.0799, 0.102, 0.1006, 0.1086, 0.1239, 0.1214, 0.129, 0.12, 0.1243, 0.1366, 0.1469, 0.1613, 0.1613, 0.1595, 0.1689, 0.1752, 0.1735, 0.1519, 0.1853, 0.1667, 0.1704, 0.1557, 0.1339, 0.0926, 0.0965, 0.1117, 0.0948, 0.1147, 0.1253, 0.1129, 0.1207, 0.1207, 0.1169, 0.1067, 0.1021, 0.0347, 0.0347, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044962664213024868", "ticker_idx": 0, "ts": "2026-04-17T02:14:27+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "HOLY FUCKING SMOKES CHAT YOU DONT OWN ENOUGH INTEL", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish INTC, reacting to CoPoS delay news as a major catalyst to own more Intel.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "“CoPoS is delayed… first product shipment expected in Q4 2030”\n\nHOLY FUCKING SMOKES CHAT YOU DONT OWN ENOUGH INTEL", "reply_text": null, "parent_text": null, "quoted_text": "DigiTimes published a report on TSMC's packaging this morning, and there's a lot of alpha in it.\n\nTo summarize:\n\n1. TSMC is significantly expanding SoIC capacity in 2027 (from 10K wafers/month to 50K wafers/month), with NVIDIA locking up most of this SoIC capacity. Only 10% will", "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.011941366494566119, "alpha_c_m1d": 0.02016549421598668, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04087595695996804, "ret_signed_p1d": -0.04087595695996804, "alpha_spy_p1d": -0.038876221844948544, "alpha_c_p1d": -0.040445044762766225, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.2049635170149977, "ret_signed_p1w": 0.2049635170149977, "alpha_spy_p1w": 0.19961247849612018, "alpha_c_p1w": 0.1138742408048159, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.5791240608605155, "ret_signed_p1m": 0.5791240608605155, "alpha_spy_p1m": 0.5389770970895253, "alpha_c_p1m": 0.4024609084228601, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5791240608605155, "alpha_spy_stated": 0.5389770970895253, "alpha_c_stated": 0.4024609084228601, "price_path": [-0.2911, -0.208, -0.207, -0.342, -0.3797, -0.3587, -0.2879, -0.2896, -0.3216, -0.2874, -0.281, -0.2905, -0.2958, -0.2615, -0.2666, -0.312, -0.295, -0.3215, -0.3169, -0.3169, -0.3258, -0.3364, -0.3486, -0.3561, -0.3631, -0.3267, -0.3156, -0.3364, -0.3342, -0.3358, -0.3708, -0.3346, -0.3292, -0.3661, -0.3346, -0.3171, -0.2996, -0.3394, -0.3318, -0.332, -0.3568, -0.3426, -0.3258, -0.3596, -0.3575, -0.3568, -0.3112, -0.3562, -0.3704, -0.3987, -0.3558, -0.2988, -0.2645, -0.2645, -0.2587, -0.2276, -0.1394, -0.099, -0.0893, -0.0485, -0.0685, -0.052, 0.0, 0.0, -0.0409, -0.0327, -0.0472, -0.0251, 0.205, 0.2407, 0.2339, 0.3832, 0.3793, 0.4543, 0.3982, 0.5788, 0.6498, 0.6003, 0.8236, 0.8896, 0.7607, 0.7561, 0.6924, 0.5879, 0.5791, 0.6175, 0.7366, 0.7299, 0.7495, 0.7495, 0.8032, 0.7777, 0.7648, 0.6742, 0.5961, 0.5756, 0.6454, 0.6318, 0.4477, 0.6098, 0.5755, 0.5626, 0.7074, 0.8185, 0.8666, 0.7088, 0.7679, 0.9561, 0.9561, 1.0575, 0.9311, 0.9219, 0.9397, 0.9397, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2043378113581875703", "ticker_idx": 0, "ts": "2026-04-12T17:18:01+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think Amazon might be undervalued they are hosting a lot of anthropics models for them", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Amazon undervalued on Anthropic model hosting; bullish fundamental stance.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@labubu_trader @RobinCh2020 I think Amazon might be undervalued they are hosting a lot of anthropics models for them", "reply_text": null, "parent_text": "@RobinCh2020 I’d rather buy GOOG and AMZN as they have invested a lot into customized hardware, so they already are optimizing for the efficiency.\nEven neocloud is more attractive than msft IMO from technical perspective, $CRWV/$IREN/$NBIS/$CIFR", "quoted_text": null, "parent_author": "labubu_trader", "ret_m1d": -0.00629452878685155, "ret_signed_m1d": -0.00629452878685155, "alpha_spy_m1d": 0.0033833419781211793, "alpha_c_m1d": 0.00274685867003599, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.00904138745688754, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038059130876826774, "ret_signed_p1d": 0.038059130876826774, "alpha_spy_p1d": 0.025874253666986036, "alpha_c_p1d": 0.015938314695242983, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.02212081618158379, "ret_p1w": 0.03497436079451033, "ret_signed_p1w": 0.03497436079451033, "alpha_spy_p1w": 0.0020054734856496115, "alpha_c_p1w": -0.017255312390218158, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.05222967318472849, "ret_p1m": 0.10809124182143481, "ret_signed_p1m": 0.10809124182143481, "alpha_spy_p1m": 0.03218394924123391, "alpha_c_p1m": 0.06973095700917398, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.038360284812260836, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10809124182143481, "alpha_spy_stated": 0.03218394924123391, "alpha_c_stated": 0.06973095700917398, "price_path": [-0.0135, -0.0071, -0.0032, -0.0032, -0.0371, -0.0358, -0.0231, -0.003, -0.0061, 0.02, 0.013, 0.0077, -0.0025, 0.0128, -0.0053, -0.0288, -0.0717, -0.1233, -0.1299, -0.1373, -0.1493, -0.168, -0.1713, -0.1713, -0.1615, -0.1463, -0.146, -0.1241, -0.1443, -0.1306, -0.1219, -0.1333, -0.1246, -0.1313, -0.1299, -0.0962, -0.0873, -0.1112, -0.1101, -0.1065, -0.1136, -0.1266, -0.1343, -0.1173, -0.1029, -0.1251, -0.1298, -0.1439, -0.124, -0.1361, -0.1175, -0.1349, -0.169, -0.1623, -0.1318, -0.1222, -0.1256, -0.1256, -0.113, -0.1089, -0.0777, -0.026, -0.0063, 0.0, 0.0381, 0.0359, 0.0409, 0.0445, 0.035, 0.0418, 0.0645, 0.0633, 0.1005, 0.0885, 0.0826, 0.0965, 0.1049, 0.1183, 0.1341, 0.1403, 0.1463, 0.1304, 0.1367, 0.1213, 0.1081, 0.1261, 0.1139, 0.1011, 0.1041, 0.0811, 0.1047, 0.1191, 0.1102, 0.1102, 0.1059, 0.1332, 0.1422, 0.1282, 0.0891, 0.0693, 0.0422, 0.0579, 0.0256, 0.0222, 0.0179, -0.0079, 0.0068, -0.0056, 0.0256, 0.0255, -0.01, 0.0188, 0.0188, -0.0296, -0.0241, -0.0234, -0.0537, -0.0537, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038771084636610596", "ticker_idx": 0, "ts": "2026-03-31T00:11:19+00:00", "symbol": "flash and networking", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Take out as much debt as you possibly can and buy the dip in flash & networking", "tweet_type": "prediction", "timeline": "years", "summary": "Strongly bullish flash & networking stocks; buy the dip aggressively for a 2-year horizon.", "resolved_tickers": ["WDC", "SNDK", "ANET", "MRVL"], "resolution_method": "basket", "resolution_reason": "Flash: WDC/SanDisk; networking: Arista, Marvell", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "If I were a young kid getting out of college right now with few job prospects this is how I would trade it.\n\n1. Take out as much debt as you possibly can and buy the dip in flash & networking. \n\n2. Get a job working on an oil field or refinery quickly.\n\nIn two years you would have made more than most new grad FAANG engineers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08403127456920909, "ret_signed_m1d": -0.08403127456920909, "alpha_spy_m1d": -0.055784482738244406, "alpha_c_m1d": -0.04339926722981943, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.04063200733938965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0713074403497832, "ret_signed_p1d": 0.0713074403497832, "alpha_spy_p1d": 0.06377294893947971, "alpha_c_p1d": 0.05618322605404347, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.015124214295739735, "ret_p1w": 0.11620674970756961, "ret_signed_p1w": 0.11620674970756961, "alpha_spy_p1w": 0.10255245409712721, "alpha_c_p1w": 0.0821210277792579, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.03408572192831172, "ret_p1m": 0.5390858094954014, "ret_signed_p1m": 0.5390858094954014, "alpha_spy_p1m": 0.4449196746890245, "alpha_c_p1m": 0.3418698300688665, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.1972159794265349, "ret_p3m": 1.5903227778829223, "ret_signed_p3m": 1.5903227778829223, "alpha_spy_p3m": 1.458312278240993, "alpha_c_p3m": 1.1998781233847355, "bench_spy_p3m": 0.13201049964192935, "bench_c_p3m": 0.39044465449818677, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.2663, -0.2208, -0.2117, -0.1673, -0.1979, -0.2326, -0.206, -0.1903, -0.1747, -0.1891, -0.165, -0.1652, -0.1652, -0.1547, -0.1117, -0.0856, -0.1151, -0.0932, -0.0692, -0.0172, -0.0236, -0.0543, -0.0083, 0.0163, -0.0697, -0.0836, -0.0211, -0.0098, -0.0452, -0.0196, -0.017, -0.0066, -0.0066, -0.0154, -0.006, -0.0123, -0.0095, -0.0229, -0.0387, -0.0076, -0.0174, -0.0136, -0.0395, -0.0967, -0.0513, -0.0632, -0.0692, -0.013, 0.0094, 0.0161, -0.0209, 0.0057, 0.0481, 0.0735, 0.0766, 0.1002, 0.0392, 0.0531, 0.0541, 0.0638, -0.0139, -0.0178, -0.084, 0.0, 0.0713, 0.077, 0.077, 0.0997, 0.1162, 0.2046, 0.2475, 0.2771, 0.3395, 0.3624, 0.3424, 0.3607, 0.3939, 0.4181, 0.4443, 0.504, 0.5089, 0.5381, 0.5422, 0.4793, 0.5391, 0.6018, 0.6341, 0.6678, 0.7561, 0.7355, 0.6487, 0.7767, 0.7949, 0.7287, 0.762, 0.7582, 0.7352, 0.6636, 0.699, 0.7305, 0.8406, 0.8389, 0.8389, 0.958, 0.932, 0.9703, 1.0003, 1.0996, 1.2871, 1.3866, 1.3614, 1.0661, 1.1811, 1.1103, 1.0465, 1.257, 1.3383, 1.5579, 1.4591, 1.4961, 1.6793, 1.6793, 1.7048, 1.4277, 1.3766, 1.5903, 1.5903, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047714700335751225", "ticker_idx": 0, "ts": "2026-04-24T16:30:03+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "full port long it because EMIB is superior to CoWoS in every way", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Full-port long INTC on EMIB packaging superiority over CoWoS and multi-reticle scalability; expects NVDA to be a significant EMIB customer beyond CPUs.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "This was the most bullish thing I heard on the call and I am surprised the likes of @jukan05 and others didn’t mention it. \n\nA lot of my confidence in Intel isn’t just being a leading edge logic fab, in fact I would say that’s 30-40% of why I was bullish. But it’s their packaging technology that made me confident enough to full port long it because EMIB is superior to CoWoS in every way. \n\nThey even mentioned how EMIB allows you to scale to multi reticle packages a lot easier in the call which again many analysts aren’t picking up on. The only person I know of shipping or even planning to ship multi reticle packages is Nvidia. If you think the Nvidia investment in Intel was just for CPUs I think you will be surprised on what’s coming next. \n\nMoore’s law is moving at a snail’s pace but advanced packaging is really what’s allowed us to keep scaling compute faster… I expect Nvidia to be evaluating EMIB closely as well as others.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC CFO on advanced packaging demand: \n\n\"...I think maybe naively, I had thought that these opportunities would come in the hundreds of millions of dollars level. So far what we're seeing is that their demand is more in the billions of dollars per year kind of level\" https://t.co/40urhAbhII", "parent_author": null, "ret_m1d": -0.19093775092587517, "ret_signed_m1d": -0.19093775092587517, "alpha_spy_m1d": -0.18324803170086568, "alpha_c_m1d": -0.14238314185204792, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029682540841616367, "ret_signed_p1d": 0.029682540841616367, "alpha_spy_p1d": 0.027959753004052734, "alpha_c_p1d": 0.03003794854028463, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.20692999323485117, "ret_signed_p1w": 0.20692999323485117, "alpha_spy_p1w": 0.19753145703882158, "alpha_c_p1w": 0.20025594523998813, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.45190204759673613, "ret_signed_p1m": 0.45190204759673613, "alpha_spy_p1m": 0.407500576661624, "alpha_c_p1m": 0.31391925684967736, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45190204759673613, "alpha_spy_stated": 0.407500576661624, "alpha_c_stated": 0.31391925684967736, "price_path": [-0.4678, -0.409, -0.4105, -0.437, -0.4087, -0.4033, -0.4112, -0.4156, -0.3871, -0.3913, -0.429, -0.415, -0.4369, -0.4331, -0.4331, -0.4405, -0.4492, -0.4594, -0.4656, -0.4714, -0.4412, -0.432, -0.4492, -0.4474, -0.4488, -0.4778, -0.4478, -0.4433, -0.474, -0.4478, -0.4332, -0.4187, -0.4518, -0.4455, -0.4456, -0.4662, -0.4544, -0.4405, -0.4685, -0.4668, -0.4662, -0.4284, -0.4657, -0.4775, -0.501, -0.4654, -0.4181, -0.3896, -0.3896, -0.3848, -0.359, -0.2858, -0.2522, -0.2442, -0.2103, -0.2269, -0.2132, -0.1701, -0.1701, -0.204, -0.1972, -0.2092, -0.1909, 0.0, 0.0297, 0.024, 0.1479, 0.1447, 0.2069, 0.1604, 0.3103, 0.3692, 0.3281, 0.5134, 0.5682, 0.4612, 0.4574, 0.4045, 0.3178, 0.3105, 0.3424, 0.4412, 0.4357, 0.4519, 0.4519, 0.4965, 0.4753, 0.4646, 0.3894, 0.3246, 0.3076, 0.3655, 0.3543, 0.2015, 0.336, 0.3075, 0.2968, 0.417, 0.5092, 0.5491, 0.4181, 0.4672, 0.6233, 0.6233, 0.7075, 0.6026, 0.595, 0.6098, 0.6098, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047714700335751225", "ticker_idx": 1, "ts": "2026-04-24T16:30:03+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you think the Nvidia investment in Intel was just for CPUs I think you will be surprised on what's coming next", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Full-port long INTC on EMIB packaging superiority over CoWoS and multi-reticle scalability; expects NVDA to be a significant EMIB customer beyond CPUs.", "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": "This was the most bullish thing I heard on the call and I am surprised the likes of @jukan05 and others didn’t mention it. \n\nA lot of my confidence in Intel isn’t just being a leading edge logic fab, in fact I would say that’s 30-40% of why I was bullish. But it’s their packaging technology that made me confident enough to full port long it because EMIB is superior to CoWoS in every way. \n\nThey even mentioned how EMIB allows you to scale to multi reticle packages a lot easier in the call which again many analysts aren’t picking up on. The only person I know of shipping or even planning to ship multi reticle packages is Nvidia. If you think the Nvidia investment in Intel was just for CPUs I think you will be surprised on what’s coming next. \n\nMoore’s law is moving at a snail’s pace but advanced packaging is really what’s allowed us to keep scaling compute faster… I expect Nvidia to be evaluating EMIB closely as well as others.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC CFO on advanced packaging demand: \n\n\"...I think maybe naively, I had thought that these opportunities would come in the hundreds of millions of dollars level. So far what we're seeing is that their demand is more in the billions of dollars per year kind of level\" https://t.co/40urhAbhII", "parent_author": null, "ret_m1d": -0.04143657735515549, "ret_signed_m1d": -0.04143657735515549, "alpha_spy_m1d": -0.033746858130145996, "alpha_c_m1d": 0.007118031718671758, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04004417714781017, "ret_signed_p1d": 0.04004417714781017, "alpha_spy_p1d": 0.038321389310246534, "alpha_c_p1d": 0.04039958484647843, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": -0.0471503106402833, "ret_signed_p1w": -0.0471503106402833, "alpha_spy_p1w": -0.056548846836312894, "alpha_c_p1w": -0.05382435863514634, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.033898339894844254, "ret_signed_p1m": 0.033898339894844254, "alpha_spy_p1m": -0.010503131040267899, "alpha_c_p1m": -0.10408445085221452, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.033898339894844254, "alpha_spy_stated": -0.010503131040267899, "alpha_c_stated": -0.10408445085221452, "price_path": [-0.0949, -0.0805, -0.0757, -0.0823, -0.1088, -0.1342, -0.1637, -0.1748, -0.1098, -0.0876, -0.0948, -0.0875, -0.1025, -0.1223, -0.1223, -0.1119, -0.0975, -0.0979, -0.0886, -0.0803, -0.0741, -0.0611, -0.1123, -0.1493, -0.1239, -0.1355, -0.1212, -0.1197, -0.1463, -0.1231, -0.1129, -0.1068, -0.1207, -0.1345, -0.1203, -0.1265, -0.1338, -0.1427, -0.1708, -0.1567, -0.1588, -0.1421, -0.1778, -0.1957, -0.2069, -0.1626, -0.1561, -0.1483, -0.1483, -0.1471, -0.1449, -0.1258, -0.117, -0.0943, -0.091, -0.0565, -0.0451, -0.0476, -0.0316, -0.0298, -0.0403, -0.0277, -0.0414, 0.0, 0.04, 0.0235, 0.0047, -0.0418, -0.0472, -0.047, -0.0565, -0.0021, 0.0155, 0.0333, 0.0536, 0.0601, 0.0843, 0.1319, 0.0819, 0.0675, 0.0593, 0.073, 0.054, 0.0339, 0.0339, 0.0316, 0.0208, 0.0287, 0.0138, 0.0773, 0.0699, 0.0311, 0.0511, -0.0141, 0.0029, 0.0008, -0.0366, -0.0152, -0.0136, 0.0213, -0.003, -0.0162, 0.0128, 0.0128, 0.003, -0.0384, -0.0434, -0.0591, -0.0591, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035092554622943426", "ticker_idx": 0, "ts": "2026-03-20T20:34:09+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorting Lumentum just so I can buy it back again cheaper", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author is shorting Lumentum expecting to buy it back cheaper, a direct short position.", "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": "quote", "lang": "en", "tweet_text": "Shorting Lumentum just so I can buy it back again cheaper.", "reply_text": null, "parent_text": null, "quoted_text": "I would like institutional investors to short $LITE so the incoming short squeeze is even more entertaining.\n\nIt's actually hilarious how several very smart people still refuse to listen to me despite my repeated clear explinations of laser tech. https://t.co/RSWYw2h591", "parent_author": null, "ret_m1d": -0.031003547901272355, "ret_signed_m1d": 0.031003547901272355, "alpha_spy_m1d": 0.020612660898153612, "alpha_c_m1d": 0.020612660898153612, "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": 0.10019888442857927, "ret_signed_p1d": -0.10019888442857927, "alpha_spy_p1d": -0.10355569890575678, "alpha_c_p1d": -0.10355569890575678, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.10173541798175467, "ret_signed_p1w": 0.10173541798175467, "alpha_spy_p1w": 0.06601567016113508, "alpha_c_p1w": 0.06601567016113508, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": 0.14811711214082557, "ret_signed_p1m": -0.14811711214082557, "alpha_spy_p1m": -0.07380903029625085, "alpha_c_p1m": -0.07380903029625085, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": 0.1660607528168736, "ret_signed_p3m": -0.1660607528168736, "alpha_spy_p3m": -0.02372535782628793, "alpha_c_p3m": -0.02372535782628793, "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": -0.14811711214082557, "alpha_spy_stated": -0.07380903029625085, "alpha_c_stated": -0.07380903029625085, "price_path": [-0.4569, -0.4569, -0.4639, -0.4888, -0.4908, -0.4944, -0.4944, -0.4703, -0.5102, -0.4548, -0.461, -0.5222, -0.5179, -0.5338, -0.5043, -0.5451, -0.5291, -0.5552, -0.5552, -0.5105, -0.5028, -0.5137, -0.5347, -0.5439, -0.4915, -0.4718, -0.4767, -0.4625, -0.4191, -0.4031, -0.3614, -0.308, -0.2428, -0.2082, -0.2302, -0.2124, -0.1996, -0.228, -0.228, -0.1763, -0.1848, -0.128, -0.0839, -0.0744, -0.0558, -0.0076, -0.0713, -0.0385, 0.0745, -0.0474, -0.0661, -0.1072, -0.2339, -0.1211, -0.0781, -0.0781, -0.1548, -0.146, -0.1428, -0.1089, -0.0386, 0.0592, -0.031, 0.0, 0.1002, 0.0661, -0.0551, -0.036, -0.1017, -0.0359, 0.049, 0.1343, 0.1343, 0.0594, 0.1191, 0.2292, 0.2266, 0.2309, 0.1951, 0.1699, 0.1304, 0.2226, 0.2265, 0.2279, 0.1481, 0.1984, 0.1618, 0.2095, 0.1793, 0.0856, 0.1775, 0.2378, 0.3031, 0.3392, 0.3644, 0.2954, 0.2245, 0.2399, 0.4447, 0.3614, 0.4135, 0.3743, 0.3316, 0.214, 0.2211, 0.1908, 0.3231, 0.299, 0.299, 0.2495, 0.2378, 0.1806, 0.1729, 0.2415, 0.4118, 0.2868, 0.2965, 0.1848, 0.2283, 0.1273, 0.1705, 0.2204, 0.2642, 0.3132, 0.2009, 0.1935, 0.1661, 0.1661, 0.2263, 0.1358, 0.1558, 0.1825, 0.1825, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2041605661327503721", "ticker_idx": 0, "ts": "2026-04-07T19:54:55+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel & Cisco might hit all time highs in the coming months", "tweet_type": "prediction", "timeline": "months", "summary": "Both Intel and Cisco may reach all-time highs in the coming months.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Intel & Cisco might hit all time highs in the coming months.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04025706056053624, "ret_signed_m1d": -0.04025706056053624, "alpha_spy_m1d": -0.03981725351125909, "alpha_c_m1d": -0.03045465253356605, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.009802408026970189, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11415613178881467, "ret_signed_p1d": 0.11415613178881467, "alpha_spy_p1d": 0.08868649527662376, "alpha_c_p1d": 0.0565916909721218, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.057564440816692874, "ret_p1w": 0.2060102354434621, "ret_signed_p1w": 0.2060102354434621, "alpha_spy_p1w": 0.15255297887777775, "alpha_c_p1w": 0.07572764754974504, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.13028258789371705, "ret_p1m": 1.1358911824256586, "ret_signed_p1m": 1.1358911824256586, "alpha_spy_p1m": 1.0227118787168914, "alpha_c_p1m": 0.7611474511018406, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.374743731323818, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1358911824256586, "alpha_spy_stated": 1.0227118787168914, "alpha_c_stated": 0.7611474511018406, "price_path": [-0.223, -0.1391, -0.1673, -0.1062, -0.0792, -0.0868, -0.1125, -0.1125, -0.0822, 0.0253, 0.0266, -0.1482, -0.1969, -0.1697, -0.0781, -0.0803, -0.1217, -0.0775, -0.0692, -0.0815, -0.0883, -0.0438, -0.0505, -0.1092, -0.0873, -0.1215, -0.1157, -0.1157, -0.1272, -0.1408, -0.1567, -0.1663, -0.1754, -0.1283, -0.114, -0.1408, -0.138, -0.14, -0.1854, -0.1385, -0.1315, -0.1794, -0.1385, -0.1159, -0.0932, -0.1448, -0.1349, -0.1351, -0.1673, -0.1489, -0.1272, -0.1709, -0.1682, -0.1673, -0.1083, -0.1665, -0.1848, -0.2215, -0.1659, -0.0922, -0.0478, -0.0478, -0.0403, 0.0, 0.1142, 0.1665, 0.179, 0.2319, 0.206, 0.2274, 0.2947, 0.2947, 0.2417, 0.2523, 0.2336, 0.2621, 0.56, 0.6063, 0.5974, 0.7908, 0.7857, 0.8828, 0.8102, 1.044, 1.1359, 1.0718, 1.361, 1.4464, 1.2795, 1.2735, 1.1911, 1.0558, 1.0444, 1.0941, 1.2483, 1.2397, 1.265, 1.265, 1.3345, 1.3015, 1.2848, 1.1675, 1.0663, 1.0399, 1.1302, 1.1126, 0.8743, 1.0841, 1.0397, 1.0231, 1.2105, 1.3544, 1.4166, 1.2122, 1.2888, 1.5324, 1.5324, 1.6638, 1.5001, 1.4882, 1.5112, 1.5112, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2041605661327503721", "ticker_idx": 1, "ts": "2026-04-07T19:54:55+00:00", "symbol": "CSCO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel & Cisco might hit all time highs in the coming months", "tweet_type": "prediction", "timeline": "months", "summary": "Both Intel and Cisco may reach all-time highs in the coming months.", "resolved_tickers": ["CSCO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Intel & Cisco might hit all time highs in the coming months.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0029746884340818847, "ret_signed_m1d": -0.0029746884340818847, "alpha_spy_m1d": -0.0025348813848047325, "alpha_c_m1d": -0.0025348813848047325, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.0004398070492771522, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03743178770008848, "ret_signed_p1d": 0.03743178770008848, "alpha_spy_p1d": 0.011962151187897563, "alpha_c_p1d": 0.011962151187897563, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.02546963651219092, "ret_p1w": 0.02392166953241781, "ret_signed_p1w": 0.02392166953241781, "alpha_spy_p1w": -0.02953558703326653, "alpha_c_p1w": -0.02953558703326653, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.05345725656568434, "ret_p1m": 0.13584530296251818, "ret_signed_p1m": 0.13584530296251818, "alpha_spy_p1m": 0.022665999253751012, "alpha_c_p1m": 0.022665999253751012, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.11317930370876716, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13584530296251818, "alpha_spy_stated": 0.022665999253751012, "alpha_c_stated": 0.022665999253751012, "price_path": [-0.0882, -0.0892, -0.0876, -0.0696, -0.0827, -0.0723, -0.0731, -0.0731, -0.0958, -0.0916, -0.0837, -0.0805, -0.0506, -0.03, -0.0266, -0.0331, -0.0345, -0.0059, 0.0246, 0.0005, 0.0153, 0.0456, 0.0698, 0.0638, 0.0545, -0.0754, -0.0526, -0.0526, -0.0526, -0.0362, -0.0315, -0.0236, -0.0416, -0.0367, -0.0246, -0.0372, -0.0204, -0.0209, -0.0266, -0.003, -0.0136, -0.0305, -0.0605, -0.0421, -0.0372, -0.0416, -0.0344, -0.0273, -0.0228, -0.0434, -0.0321, -0.0427, -0.0283, -0.0032, 0.0088, 0.0129, -0.0148, -0.0503, -0.0435, -0.0393, -0.0206, -0.0206, -0.003, 0.0, 0.0374, 0.0309, 0.0191, 0.0207, 0.0239, 0.0208, 0.0473, 0.069, 0.0871, 0.1118, 0.113, 0.098, 0.1032, 0.094, 0.0766, 0.1102, 0.1341, 0.1384, 0.1481, 0.1688, 0.1358, 0.1423, 0.197, 0.2236, 0.2307, 0.2626, 0.432, 0.4652, 0.4735, 0.4301, 0.4173, 0.465, 0.4924, 0.4924, 0.4667, 0.4833, 0.4705, 0.4926, 0.5038, 0.5865, 0.5679, 0.6113, 0.5077, 0.5388, 0.4918, 0.4725, 0.51, 0.501, 0.4895, 0.482, 0.4543, 0.4817, 0.4817, 0.5063, 0.5016, 0.484, 0.4746, 0.4746, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047026166079557974", "ticker_idx": 0, "ts": "2026-04-22T18:54:04+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm short now", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses a live short position in Vertiv.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MajorOcelot45 I’m short now", "reply_text": null, "parent_text": "@bubbleboi Vertiv is goated. Buy any 8-10% dips and DCA up.", "quoted_text": null, "parent_author": "MajorOcelot45", "ret_m1d": 0.023923379883137974, "ret_signed_m1d": -0.023923379883137974, "alpha_spy_m1d": -0.033948569766608205, "alpha_c_m1d": -0.02158466165204631, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": 0.002338718231091663, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05443400193743009, "ret_signed_p1d": -0.05443400193743009, "alpha_spy_p1d": -0.05831474280582849, "alpha_c_p1d": -0.03671873227430167, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.01771526966312842, "ret_p1w": 0.0034082083493551796, "ret_signed_p1w": -0.0034082083493551796, "alpha_spy_p1w": -0.002888011486763542, "alpha_c_p1w": -0.00989788091091659, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": -0.00648967256156141, "ret_p1m": 0.05984136041040555, "ret_signed_p1m": -0.05984136041040555, "alpha_spy_p1m": -0.015536694375328564, "alpha_c_p1m": -0.062823089772297, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": -0.0029817293618914498, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05984136041040555, "alpha_spy_stated": -0.015536694375328564, "alpha_c_stated": -0.062823089772297, "price_path": [-0.4021, -0.4062, -0.3801, -0.3652, -0.3608, -0.39, -0.3775, -0.377, -0.4019, -0.4176, -0.3592, -0.3382, -0.346, -0.1858, -0.2251, -0.2316, -0.2316, -0.2021, -0.2031, -0.2036, -0.2014, -0.1959, -0.1706, -0.141, -0.1507, -0.1649, -0.1555, -0.1991, -0.1767, -0.1817, -0.2078, -0.1339, -0.1152, -0.1211, -0.1305, -0.1518, -0.1326, -0.1204, -0.1325, -0.1179, -0.1614, -0.161, -0.1122, -0.095, -0.1728, -0.1772, -0.2324, -0.1788, -0.15, -0.1437, -0.1437, -0.1521, -0.1404, -0.079, -0.0574, -0.0329, -0.017, 0.0176, -0.013, -0.0361, 0.0072, 0.0304, 0.0239, 0.0, 0.0544, 0.06, 0.0567, -0.0004, 0.0034, 0.0765, 0.0759, 0.0846, 0.1176, 0.1762, 0.1143, 0.1141, 0.2057, 0.2032, 0.2125, 0.233, 0.2156, 0.1134, 0.0573, 0.0345, 0.0598, 0.0731, 0.0731, 0.0615, 0.048, 0.0296, 0.0346, 0.0598, 0.0962, 0.0862, 0.0615, -0.0152, -0.015, -0.0512, -0.0792, -0.0238, -0.0074, 0.0225, -0.018, 0.041, 0.0917, 0.0917, 0.1733, 0.0434, 0.0372, 0.0672, 0.0672, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2043856285926600939", "ticker_idx": 0, "ts": "2026-04-14T00:58:06+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sandisk might be a 600B dollar company soon if this HBF stuff takes off", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Sandisk; could reach $600B market cap if HBF technology gains traction.", "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": "Sandisk might be a 600B dollar company soon if this HBF stuff takes off.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008512777502800883, "ret_signed_m1d": 0.008512777502800883, "alpha_spy_m1d": 0.020550970805420787, "alpha_c_m1d": 0.024262403503784613, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.01574962600098373, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.055841486185275735, "ret_signed_p1d": -0.055841486185275735, "alpha_spy_p1d": -0.06373245541231964, "alpha_c_p1d": -0.071793924105363, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.01595243792008727, "ret_p1w": -0.04337931811312534, "ret_signed_p1w": -0.04337931811312534, "alpha_spy_p1w": -0.057231800790582876, "alpha_c_p1w": -0.08900590729269642, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.045626589179571075, "ret_p1m": 0.5323358816670483, "ret_signed_p1m": 0.5323358816670483, "alpha_spy_p1m": 0.46343350647235804, "alpha_c_p1m": 0.3369187494916086, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.19541713217543966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5323358816670483, "alpha_spy_stated": 0.46343350647235804, "alpha_c_stated": 0.3369187494916086, "price_path": [-0.5667, -0.5621, -0.5621, -0.5202, -0.4692, -0.467, -0.4983, -0.5015, -0.4903, -0.4413, -0.429, -0.3899, -0.2956, -0.2636, -0.3811, -0.3899, -0.3669, -0.3823, -0.4265, -0.3654, -0.3326, -0.3366, -0.3366, -0.3747, -0.3643, -0.3424, -0.3118, -0.2943, -0.3239, -0.3304, -0.3098, -0.3273, -0.3445, -0.4013, -0.3657, -0.4011, -0.4417, -0.3766, -0.3447, -0.306, -0.3448, -0.2995, -0.255, -0.2375, -0.202, -0.1825, -0.2486, -0.2562, -0.2562, -0.2823, -0.3614, -0.348, -0.3938, -0.3273, -0.2665, -0.2572, -0.2572, -0.2328, -0.2474, -0.1732, -0.0984, -0.0981, 0.0085, 0.0, -0.0558, -0.0265, -0.0249, -0.0333, -0.0434, 0.0366, -0.0127, 0.0481, 0.1331, 0.0613, 0.1268, 0.161, 0.2568, 0.3297, 0.489, 0.4929, 0.4188, 0.6542, 0.6386, 0.5374, 0.5323, 0.464, 0.4904, 0.4114, 0.4646, 0.4745, 0.6329, 0.5656, 0.5656, 0.683, 0.6834, 0.7382, 0.7947, 0.865, 0.8173, 0.9392, 0.8632, 0.651, 0.7386, 0.7434, 0.7399, 0.9922, 1.0965, 1.2318, 1.1087, 1.074, 1.3132, 1.3132, 1.4074, 1.0791, 1.027, 1.4723, 1.4723, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026054169334071402", "ticker_idx": 0, "ts": "2026-02-23T21:58:50+00:00", "symbol": "IBM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like that IBM stock not gona lie", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisive bullish lean on IBM.", "resolved_tickers": ["IBM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "I like that IBM stock not gona lie.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.026033532067651355, "ret_signed_m1d": -0.026033532067651355, "alpha_spy_m1d": -0.01881750630227763, "alpha_c_m1d": -0.013205601125411803, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.012827930942239552, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03584503777185377, "ret_signed_p1d": 0.03584503777185377, "alpha_spy_p1d": 0.027406731471315338, "alpha_c_p1d": 0.016674704990608635, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.019170332781245136, "ret_p1w": 0.06959702761186426, "ret_signed_p1w": 0.06959702761186426, "alpha_spy_p1w": 0.07981001526202813, "alpha_c_p1w": 0.08969403584871294, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.02009700823684868, "ret_p1m": 0.05263386146162263, "ret_signed_p1m": 0.05263386146162263, "alpha_spy_p1m": 0.0944410869678286, "alpha_c_p1m": 0.07679271898993145, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.02415885752830882, "ret_p3m": 0.1150717213780923, "ret_signed_p3m": 0.1150717213780923, "alpha_spy_p3m": 0.027305069479607313, "alpha_c_p3m": -0.17208811700255744, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.28715983838064973, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05263386146162263, "alpha_spy_stated": 0.0944410869678286, "alpha_c_stated": 0.07679271898993145, "price_path": [0.3147, 0.338, 0.3254, 0.3085, 0.3122, 0.3354, 0.3352, 0.3406, 0.3462, 0.3557, 0.3474, 0.3409, 0.3383, 0.3146, 0.3152, 0.3028, 0.305, 0.3129, 0.3172, 0.3206, 0.3206, 0.3229, 0.3257, 0.3097, 0.2844, 0.2844, 0.2639, 0.279, 0.3115, 0.2866, 0.3126, 0.3191, 0.3536, 0.3145, 0.34, 0.2919, 0.3254, 0.3254, 0.2633, 0.2901, 0.2777, 0.268, 0.2849, 0.2742, 0.2755, 0.3409, 0.3299, 0.3647, 0.2761, 0.2533, 0.257, 0.2962, 0.2849, 0.2723, 0.1896, 0.1317, 0.1442, 0.1442, 0.1264, 0.1372, 0.1176, 0.1214, -0.026, 0.0, 0.0358, 0.0553, 0.0475, 0.0438, 0.0696, 0.0904, 0.1187, 0.1288, 0.1047, 0.0911, 0.0853, 0.0801, 0.074, 0.0869, 0.1168, 0.0972, 0.0918, 0.0543, 0.0834, 0.0491, 0.0526, 0.0539, 0.0306, 0.0346, 0.057, 0.0603, 0.0822, 0.0822, 0.076, 0.0687, 0.0542, 0.0343, 0.0063, 0.0371, 0.0477, 0.0675, 0.0945, 0.1053, 0.1064, 0.1149, 0.0983, 0.0077, 0.0116, -0.0055, 0.0162, -0.0097, 0.0072, 0.0126, 0.0007, -0.0013, -0.0156, 0.0087, 0.0093, -0.018, -0.037, -0.0571, -0.0407, -0.0367, -0.0215, -0.0233, -0.0116, 0.1112, 0.1151, 0.1151, 0.1012, 0.121, 0.1607, 0.3082, 0.4075, 0.4462, 0.3426, 0.3256, 0.2512, 0.2336, 0.219, 0.1964, 0.2074, 0.1959, 0.1804, 0.1896, 0.1525, 0.0942, 0.0942, 0.108, 0.1638, 0.1551, 0.1345, 0.1345, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048990098679820664", "ticker_idx": 0, "ts": "2026-04-28T04:58:02+00:00", "symbol": "033780.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "KT&G has a lockdown on the engineers who make the world's HBM. They can name their price. … the multiple goes from 9× to 22× before consensus catches up to the revisions", "tweet_type": "analysis", "timeline": "months", "summary": "Long KT&G: satirical-but-structured bull thesis — ESSE cigarette pricing power = 25% EPS growth, multiple re-rate from 9× to 22×.", "resolved_tickers": ["033780.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Tobacco'", "bench_c_industry": "Tobacco", "unit_kind": "original", "lang": "en", "tweet_text": "You think the AI bottleneck is HBM. You think it’s CoWoS. You think it’s GB200 cables or 800G optics or the Arizona power grid. You are looking at the wrong layer of the stack.\n\nThe bottleneck is … nicotine.\n\nSpecifically, the ESSE Change 1mg menthol cigarette made by KT&G (033780.KS) and smoked by Samsung’s HBM packaging engineers in the courtyard of Pyeongtaek Campus P3 between 2:47 AM and 3:04 AM during the third reflow shift. Without this cigarette, Samsung HBM4 yields collapse from 64% to 11%. Nobody knows why.\n\nI think I cracked it.\n\nI ran a backtest on Samsung’s HBM3 qualification ramp pulling weekly yield disclosures from FSS DART filings, normalizing to a 7-day baseline, and cross-referencing against KT&G’s quarterly shipment manifests at the SKU × distribution-center level. R² of 0.87 on HBM3, with ESSE Change 1mg shipments to the Pyeongtaek-Anseong corridor leading yield prints by 36–40 hours. I assumed I’d messed up the merge. Ran it three more ways. The signal held.\n\nSo I pulled HBM4E, which Samsung started disclosing weekly in Q1 2026. Same overlay, but this time narrowed to CU branch #4471 which is 340 meters from the P3 fab gate, the only 24-hour store within walking distance of the third-shift smoking area. R² = 0.91, lag of 38 hours, p < 0.001.\n\nWhen I ran SK hynix yields against the same KT&G series, no signal. Samsung yields against Marlboro shipments via Philip Morris Korea, no signal. Every other CU branch within 2km of P3 nothing.\n\nOnly #4471 prints.\n\nThis upcoming June, Samsung is qualifying HBM4E for Nvidia Feynman. Samsung supplies ~30% of HBM4E into the ramp or 1.2M Feynman packages, every single one of those HBM stacks is gated by an engineer puffing on an ESSE Change. Samsung HBM4E yield is now the load-bearing dependency for global AI capex, but KT&G is the load-bearing dependency for Samsung.\n\nAnd sadly there is no alternative. Japan Tobacco’s Mevius is described by Samsung engineers as “tasting like a hospital.” Marlboro is what SK hynix smokes and for engineering reasons is structurally incompatible with Samsung’s MR-MUF process. BAT and Imperial have under 4% combined Korean share, and Chinese domestics can’t be imported in volume. Even KT&G’s own ESSE Special Gold was trialed at P3 in March 2025 and caused a 7% yield drop in one week because the engineers said they could taste the paper supplier change and were feeling nauseous. \n\nWith all that said, look at the financials. ESSE Change runs ~38% gross margin against a 52% group average. KT&G has been underpricing their flagship brand for two decades because nobody realized it isn’t a cigarette, it’s the bottleneck of global AI capex. A 15% price hike is ~80% lift to operating income at this volume, lifting group EBITDA margin from 28% to 34%. On ���6.1T of revenue, that’s ₩370B of incremental operating profit against a ₩9.8T market cap resulting in a 12% earnings beat from one SKU repricing. \n\nAnd the best part? The engineers literally cannot decline, because there is no substitute. I bet on two hikes in eighteen months which gets you 25% EPS growth without selling a single additional pack. This is what the sell-side is going to figure out in Q3, and it’s why the multiple goes from 9× to 22× before consensus catches up to the revisions.\n\nNo amount of Arizona engineers chewing 30mg mint Zyns replaces this.\nKT&G has a lockdown on the engineers who make the world’s HBM. They can name their price.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0011235955056180247, "ret_signed_m1d": -0.0011235955056180247, "alpha_spy_m1d": -0.006013381433249143, "alpha_c_m1d": 0.0077834892446113635, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": -0.008907084750229388, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008426966292134797, "ret_signed_p1d": -0.008426966292134797, "alpha_spy_p1d": -0.008272456967148845, "alpha_c_p1d": -0.00650111262908748, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": -0.0019258536630473166, "ret_p1w": 0.008988764044943753, "ret_signed_p1w": 0.008988764044943753, "alpha_spy_p1w": -0.007984992412935599, "alpha_c_p1w": -0.002807054965313416, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.01179581901025717, "ret_p1m": 0.00955056179775271, "ret_signed_p1m": 0.00955056179775271, "alpha_spy_p1m": -0.04492545383236579, "alpha_c_p1m": -0.008504304734679557, "bench_spy_p1m": 0.0544760156301185, "bench_c_p1m": 0.018054866532432268, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.00955056179775271, "alpha_spy_stated": -0.04492545383236579, "alpha_c_stated": -0.008504304734679557, "price_path": [-0.203, -0.1575, -0.1531, -0.1367, -0.1143, -0.1143, -0.1061, -0.0776, -0.0584, -0.0623, -0.0573, -0.0486, -0.0486, -0.0486, -0.0486, -0.0415, -0.0305, -0.0338, -0.0508, -0.0163, -0.0466, -0.0837, -0.0837, -0.0882, -0.1483, -0.1202, -0.1309, -0.1371, -0.1315, -0.1315, -0.1258, -0.1404, -0.1433, -0.1264, -0.1084, -0.118, -0.1152, -0.1472, -0.1146, -0.1242, -0.1264, -0.1124, -0.1174, -0.1056, -0.1011, -0.1315, -0.1219, -0.1163, -0.1309, -0.1096, -0.0831, -0.077, -0.0697, -0.0556, -0.0427, -0.0393, -0.0376, -0.0365, -0.0281, -0.0393, -0.0393, -0.0101, -0.0011, 0.0, -0.0084, 0.0017, 0.0017, 0.009, 0.009, -0.0146, -0.0073, 0.0169, 0.0129, 0.023, 0.0, 0.0618, 0.0101, 0.0011, -0.0045, 0.0011, 0.0169, 0.0562, 0.0562, 0.023, 0.0096, 0.032, 0.0376, 0.0399, 0.0371, 0.0371, -0.0124, 0.0073, -0.0045, 0.0354, 0.0399, 0.0399, 0.0551, 0.059, 0.0393, 0.0517, 0.0135, 0.0112, -0.0174, -0.0303, -0.0528, -0.0421, -0.0596, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2035780637978685733", "ticker_idx": 0, "ts": "2026-03-22T18:08:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "From my calculations, memory is in shortage until 2030", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish memory; forecasts shortage extending to 2030, contradicting cycle-reversal thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ysza_ysza_ysza From my calculations, memory is in shortage until 2030", "reply_text": null, "parent_text": "@bubbleboi “MU’s drawdown after posting a major earnings beat signals a reversal of the memory cycle”\n\nyeah real good analysis there, why don’t you try to build a home computer and tell what kind of dumpsterfire you end up with? the memory cycle is going be the theme through 2027", "quoted_text": null, "parent_author": "yszarapide", "ret_m1d": 0.04587608576961788, "ret_signed_m1d": 0.04587608576961788, "alpha_spy_m1d": 0.05626697277273662, "alpha_c_m1d": 0.06279144596220554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01691536019258766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021812755900196712, "ret_signed_p1d": -0.021812755900196712, "alpha_spy_p1d": -0.018455941423019206, "alpha_c_p1d": -0.030066054927246122, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.00825329902704941, "ret_p1w": -0.2038205167448306, "ret_signed_p1w": -0.2038205167448306, "alpha_spy_p1w": -0.168100768924211, "alpha_c_p1w": -0.13015435860051405, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.07366615814431654, "ret_p1m": 0.11183080685194713, "ret_signed_p1m": 0.11183080685194713, "alpha_spy_p1m": 0.037522725007372415, "alpha_c_p1m": -0.07546483157337813, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.18729563842532526, "ret_p3m": 1.8056544396831904, "ret_signed_p3m": 1.8056544396831904, "alpha_spy_p3m": 1.6633190446926047, "alpha_c_p3m": 1.119534167857148, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.6861202718260424, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.2913, -0.2913, -0.296, -0.272, -0.2763, -0.2942, -0.2942, -0.2199, -0.228, -0.1507, -0.1603, -0.1912, -0.1466, -0.1446, -0.1638, -0.1756, -0.1675, -0.1029, -0.1029, -0.0973, -0.0377, -0.0167, -0.0116, -0.0377, 0.0146, 0.0765, 0.0778, 0.026, 0.0827, 0.0373, -0.0617, -0.0531, -0.0239, -0.0516, -0.0769, 0.0148, 0.0238, 0.0181, 0.0181, -0.0113, 0.0411, 0.0322, 0.0589, 0.0411, 0.0338, 0.061, 0.0277, 0.0198, 0.0206, -0.061, -0.0089, -0.0181, -0.0842, -0.0372, -0.0031, 0.0355, 0.0025, 0.0539, 0.0926, 0.1418, 0.1419, 0.0987, 0.0459, 0.0, -0.0218, -0.0551, -0.1209, -0.1166, -0.2038, -0.1641, -0.0899, -0.0939, -0.0939, -0.0654, -0.0658, 0.0063, 0.0429, 0.0406, 0.0554, 0.1521, 0.1288, 0.1313, 0.1259, 0.1095, 0.1118, 0.2061, 0.1918, 0.229, 0.2978, 0.2477, 0.2827, 0.2795, 0.3415, 0.4262, 0.5839, 0.6492, 0.5999, 0.8477, 0.9678, 0.8966, 0.9883, 0.92, 0.7929, 0.6862, 0.7288, 0.811, 0.8855, 0.8581, 0.8581, 1.2165, 1.297, 1.2849, 1.4024, 1.562, 1.6327, 1.671, 1.4642, 1.1377, 1.3487, 1.3155, 1.2066, 1.4639, 1.4286, 1.6918, 1.5255, 1.581, 1.8057, 1.8057, 1.9971, 1.6022, 1.5942, 2.0025, 2.0025, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2044559347506941964", "ticker_idx": 0, "ts": "2026-04-15T23:31:49+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm balls long Intel earnings again", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Aggressively long INTC into earnings.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I’m balls long Intel earnings again. Fuck it ball out.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05197076727874084, "ret_signed_m1d": -0.05197076727874084, "alpha_spy_m1d": -0.04951944338680103, "alpha_c_m1d": -0.048013010371790066, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.012085686101644066, "alpha_c_p1d": -0.02058051037899644, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": -0.025109506871578424, "ret_signed_p1w": -0.025109506871578424, "alpha_spy_p1w": -0.03478660242079645, "alpha_c_p1w": -0.08458624178050822, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.5878831626725023, "ret_signed_p1m": 0.5878831626725023, "alpha_spy_p1m": 0.5344241909953749, "alpha_c_p1m": 0.36462009805535356, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.025109506871578424, "alpha_spy_stated": -0.03478660242079645, "alpha_c_stated": -0.08458624178050822, "price_path": [-0.3145, -0.2911, -0.208, -0.207, -0.342, -0.3797, -0.3587, -0.2879, -0.2896, -0.3216, -0.2874, -0.281, -0.2905, -0.2958, -0.2615, -0.2666, -0.312, -0.295, -0.3215, -0.3169, -0.3169, -0.3258, -0.3364, -0.3486, -0.3561, -0.3631, -0.3267, -0.3156, -0.3364, -0.3342, -0.3358, -0.3708, -0.3346, -0.3292, -0.3661, -0.3346, -0.3171, -0.2996, -0.3394, -0.3318, -0.332, -0.3568, -0.3426, -0.3258, -0.3596, -0.3575, -0.3568, -0.3112, -0.3562, -0.3704, -0.3987, -0.3558, -0.2988, -0.2645, -0.2645, -0.2587, -0.2276, -0.1394, -0.099, -0.0893, -0.0485, -0.0685, -0.052, 0.0, 0.0, -0.0409, -0.0327, -0.0472, -0.0251, 0.205, 0.2407, 0.2339, 0.3832, 0.3793, 0.4543, 0.3982, 0.5788, 0.6498, 0.6003, 0.8236, 0.8896, 0.7607, 0.7561, 0.6924, 0.5879, 0.5791, 0.6175, 0.7366, 0.7299, 0.7495, 0.7495, 0.8032, 0.7777, 0.7648, 0.6742, 0.5961, 0.5756, 0.6454, 0.6318, 0.4477, 0.6098, 0.5755, 0.5626, 0.7074, 0.8185, 0.8666, 0.7088, 0.7679, 0.9561, 0.9561, 1.0575, 0.9311, 0.9219, 0.9397, 0.9397, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2037673743502430259", "ticker_idx": 0, "ts": "2026-03-27T23:30:53+00:00", "symbol": "2330.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am short TSMC too", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Confirms active short position in TSMC.", "resolved_tickers": ["2330.TW"], "resolution_method": "identity", "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": "@ndclavier I am short TSMC too", "reply_text": null, "parent_text": "@bubbleboi Interesting. I hope people didn't listen to you two weeks ago, when you said you were massively short TSMC.\nhttps://t.co/uRQoK4ltub", "quoted_text": null, "parent_author": "ndclavier", "ret_m1d": 0.02247190084110784, "ret_signed_m1d": -0.02247190084110784, "alpha_spy_m1d": -0.0191172943937179, "alpha_c_m1d": 0.009856461667281602, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01123595042055392, "ret_signed_p1d": 0.01123595042055392, "alpha_spy_p1d": 0.040303816205311094, "alpha_c_p1d": 0.06880358671950981, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.01685392563083088, "ret_signed_p1w": -0.01685392563083088, "alpha_spy_p1w": 0.025806365879579518, "alpha_c_p1w": 0.07541433442947687, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.24438199040883135, "ret_signed_p1m": -0.24438199040883135, "alpha_spy_p1m": -0.1182367813135825, "alpha_c_p1m": 0.11056792576105723, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.3549499161698886, "ret_p3m": 0.3462787016840174, "ret_signed_p3m": -0.3462787016840174, "alpha_spy_p3m": -0.1813630727715605, "alpha_c_p3m": 0.4104862750828735, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.7567649767668909, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24438199040883135, "alpha_spy_stated": -0.1182367813135825, "alpha_c_stated": 0.11056792576105723, "price_path": [-0.132, -0.132, -0.1124, -0.0648, -0.0452, -0.062, -0.0564, -0.0592, -0.0536, -0.0425, -0.0425, -0.0536, -0.0257, -0.0145, -0.0061, -0.0257, -0.0145, -0.0089, -0.0173, -0.0033, 0.0191, 0.0107, -0.0061, -0.0117, 0.0079, -0.0005, -0.0117, -0.0033, 0.0163, 0.0527, 0.0723, 0.0723, 0.0723, 0.0723, 0.0723, 0.0723, 0.0723, 0.0723, 0.0639, 0.1003, 0.1283, 0.1171, 0.1171, 0.1059, 0.0835, 0.0443, 0.0639, 0.0583, 0.0135, 0.0359, 0.0863, 0.0555, 0.0443, 0.0331, 0.0506, 0.0702, 0.0393, 0.0337, 0.0169, 0.0169, 0.0365, 0.0337, 0.0225, 0.0, -0.0112, 0.0421, 0.0169, 0.0169, 0.0169, 0.0449, 0.0955, 0.0983, 0.1236, 0.118, 0.1545, 0.1685, 0.1713, 0.1404, 0.1376, 0.1517, 0.1517, 0.1685, 0.2275, 0.2725, 0.2444, 0.2247, 0.1994, 0.1994, 0.2781, 0.264, 0.264, 0.2978, 0.2865, 0.2556, 0.2669, 0.2472, 0.2753, 0.2725, 0.2584, 0.2388, 0.2275, 0.2528, 0.2669, 0.2978, 0.2753, 0.2921, 0.2893, 0.323, 0.323, 0.3371, 0.3624, 0.3399, 0.3287, 0.2893, 0.2949, 0.2669, 0.2674, 0.3012, 0.3378, 0.3519, 0.3435, 0.3575, 0.3575, 0.4139, 0.4026, 0.3463, 0.3463, 0.3181, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2049960718309720483", "ticker_idx": 0, "ts": "2026-04-30T21:14:56+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "9.53 Sandisk Forward P/E despite these insane earnings. I might full port tomorrow.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish SNDK: 9.53x fwd P/E looks cheap after massive earnings beat; considering full-port entry tomorrow.", "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": "9.53 Sandisk Forward P/E despite these insane earnings. I might full port tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": "@degencopier @smerf_pl @bubbleboi $SNDK trailing P/E is negative/not meaningful right now (recent losses, around -140 range). Forward P/E sits at 9.53 per latest data.\n\nHuge revenue beat (97% QoQ / 251% YoY), but after a 3300% run the forward multiple still looks cheap vs. growth—if estimates hold.", "parent_author": null, "ret_m1d": -0.07623419564816769, "ret_signed_m1d": -0.07623419564816769, "alpha_spy_m1d": -0.07347274707007467, "alpha_c_m1d": -0.0615928484875613, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": -0.014641347160606388, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.058011782099041787, "ret_signed_p1d": 0.058011782099041787, "alpha_spy_p1d": 0.06167517424579827, "alpha_c_p1d": 0.05689972489987061, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": 0.0011120571991711792, "ret_p1w": 0.3162089012808025, "ret_signed_p1w": 0.3162089012808025, "alpha_spy_p1w": 0.2926607187964414, "alpha_c_p1w": 0.23188187662037008, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.0843270246604324, "ret_p1m": 0.48393433337062963, "ret_signed_p1m": 0.48393433337062963, "alpha_spy_p1m": 0.4313568483343846, "alpha_c_p1m": 0.27456877884924835, "bench_spy_p1m": 0.05257748503624504, "bench_c_p1m": 0.20936555452138128, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.3162089012808025, "alpha_spy_stated": 0.2926607187964414, "alpha_c_stated": 0.23188187662037008, "price_path": [-0.4141, -0.5075, -0.5146, -0.4963, -0.5085, -0.5437, -0.4951, -0.469, -0.4721, -0.4721, -0.5025, -0.4942, -0.4768, -0.4524, -0.4385, -0.4621, -0.4672, -0.4508, -0.4647, -0.4784, -0.5237, -0.4953, -0.5235, -0.5557, -0.504, -0.4786, -0.4478, -0.4787, -0.4426, -0.4072, -0.3933, -0.365, -0.3495, -0.4021, -0.4082, -0.4082, -0.4289, -0.4919, -0.4812, -0.5177, -0.4648, -0.4164, -0.4089, -0.4089, -0.3895, -0.4012, -0.3421, -0.2826, -0.2824, -0.1976, -0.2043, -0.2488, -0.2254, -0.2241, -0.2308, -0.2388, -0.1752, -0.2145, -0.166, -0.0984, -0.1556, -0.1034, -0.0762, 0.0, 0.058, 0.1848, 0.1879, 0.1289, 0.3162, 0.3038, 0.2233, 0.2192, 0.1649, 0.1859, 0.123, 0.1654, 0.1732, 0.2993, 0.2457, 0.2457, 0.3391, 0.3395, 0.383, 0.428, 0.4839, 0.446, 0.543, 0.4825, 0.3137, 0.3833, 0.3871, 0.3844, 0.5851, 0.6682, 0.7758, 0.6778, 0.6502, 0.8406, 0.8406, 0.9155, 0.6543, 0.6129, 0.9671, 0.9671, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2032304367970529350", "ticker_idx": 0, "ts": "2026-03-13T03:54:54+00:00", "symbol": "fertilizer", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am heavily long fertilizer", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Heavily long fertilizer sector.", "resolved_tickers": ["MOO"], "resolution_method": "etf", "resolution_reason": "MOO (VanEck Agribusiness ETF) covers fertilizer names", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@george_veng @georgesoros I reduced it due to the market manipulation but I am heavily long fertilizer", "reply_text": null, "parent_text": "@bubbleboi @georgesoros are you gonna stay long oil? i cashed out this morning only fertilizer left in port", "quoted_text": null, "parent_author": "george_veng", "ret_m1d": 0.014603797071258695, "ret_signed_m1d": 0.014603797071258695, "alpha_spy_m1d": 0.008911441815148136, "alpha_c_m1d": 0.008911441815148136, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.0056923552561105595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0003590947925319332, "ret_signed_p1d": -0.0003590947925319332, "alpha_spy_p1d": -0.010535959802988493, "alpha_c_p1d": -0.010535959802988493, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.01017686501045656, "ret_p1w": -0.04010053192970986, "ret_signed_p1w": -0.04010053192970986, "alpha_spy_p1w": -0.022059005651033026, "alpha_c_p1w": -0.022059005651033026, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.018041526278676834, "ret_p1m": 0.02094804860930677, "ret_signed_p1m": 0.02094804860930677, "alpha_spy_p1m": -0.017832158066890758, "alpha_c_p1m": -0.017832158066890758, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.038780206676197526, "ret_p3m": -0.07565237761027532, "ret_signed_p3m": -0.07565237761027532, "alpha_spy_p3m": -0.1739796362012236, "alpha_c_p3m": -0.1739796362012236, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.09832725859094826, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02094804860930677, "alpha_spy_stated": -0.017832158066890758, "alpha_c_stated": -0.017832158066890758, "price_path": [-0.136, -0.1347, -0.1369, -0.1321, -0.1329, -0.1322, -0.1294, -0.1294, -0.1258, -0.1274, -0.1235, -0.1287, -0.1287, -0.118, -0.115, -0.1119, -0.1231, -0.1021, -0.1026, -0.1004, -0.0974, -0.0779, -0.0698, -0.0728, -0.0728, -0.0743, -0.0581, -0.0558, -0.0502, -0.0421, -0.0286, -0.0358, -0.0299, -0.0387, -0.0339, -0.0241, -0.0104, -0.0221, -0.0061, 0.0051, 0.0124, 0.0251, 0.0172, 0.0209, 0.0209, 0.0215, 0.0146, 0.0314, 0.0282, 0.0157, 0.0244, 0.0175, 0.0133, 0.0245, 0.0199, -0.0041, -0.0101, -0.0211, -0.018, -0.0107, -0.0129, 0.0029, 0.0146, 0.0, -0.0004, 0.0132, -0.0014, -0.0136, -0.0401, -0.0347, -0.0159, -0.0072, -0.0092, -0.0107, -0.0028, 0.0115, 0.0128, 0.0178, 0.0178, 0.0172, 0.0194, 0.0311, 0.0238, 0.0175, 0.0209, 0.0148, 0.0025, 0.0031, -0.0031, 0.0029, -0.0051, -0.0051, -0.0049, -0.0166, -0.0168, -0.0178, -0.0198, 0.0037, -0.0019, 0.0014, 0.0122, 0.0083, -0.0231, -0.0225, -0.0195, -0.0109, -0.0142, -0.0188, -0.0285, -0.0231, -0.0302, -0.0298, -0.0369, -0.0391, -0.0391, -0.0403, -0.037, -0.0388, -0.0488, -0.0504, -0.0452, -0.0407, -0.0395, -0.0591, -0.0711, -0.0679, -0.0757, -0.0672, -0.0593, -0.0631, -0.0666, -0.0748, -0.0788, -0.0788, -0.0795, -0.0838, -0.0764, -0.0509, -0.0509, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048656890033484137", "ticker_idx": 0, "ts": "2026-04-27T06:53:59+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's Intel. Just keep buying it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive buy call on INTC; author says Intel itself is the next Intel.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Everybody keeps asking me \n“oh bUbBlE wHaTs Da nExT iNtEL?!?”\n\nIt’s Intel. Just keep buying it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028826885631522026, "ret_signed_m1d": -0.028826885631522026, "alpha_spy_m1d": -0.02710706068745483, "alpha_c_m1d": -0.029182419689731787, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005530076862179545, "ret_signed_p1d": -0.005530076862179545, "alpha_spy_p1d": -0.000664084595060066, "alpha_c_p1d": 0.02419776657841599, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.12695612644705134, "ret_signed_p1w": 0.12695612644705134, "alpha_spy_p1w": 0.12298504209485728, "alpha_c_p1w": 0.1259092359775824, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.4533474496735088, "ret_signed_p1m": 0.4533474496735088, "alpha_spy_p1m": 0.4038206838924465, "alpha_c_p1m": 0.26395859210365935, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4533474496735088, "alpha_spy_stated": 0.4038206838924465, "alpha_c_stated": 0.26395859210365935, "price_path": [-0.4261, -0.4275, -0.4532, -0.4257, -0.4205, -0.4282, -0.4324, -0.4048, -0.4089, -0.4455, -0.4318, -0.4531, -0.4495, -0.4495, -0.4566, -0.4651, -0.475, -0.481, -0.4866, -0.4573, -0.4484, -0.4651, -0.4633, -0.4646, -0.4929, -0.4637, -0.4593, -0.4891, -0.4637, -0.4496, -0.4355, -0.4676, -0.4615, -0.4616, -0.4816, -0.4702, -0.4566, -0.4838, -0.4822, -0.4816, -0.4449, -0.4811, -0.4925, -0.5154, -0.4808, -0.4349, -0.4072, -0.4072, -0.4025, -0.3775, -0.3064, -0.2738, -0.266, -0.2331, -0.2492, -0.2359, -0.194, -0.194, -0.227, -0.2204, -0.232, -0.2143, -0.0288, 0.0, -0.0055, 0.1148, 0.1117, 0.1721, 0.127, 0.2725, 0.3297, 0.2898, 0.4698, 0.523, 0.4191, 0.4153, 0.364, 0.2798, 0.2727, 0.3037, 0.3997, 0.3943, 0.41, 0.41, 0.4533, 0.4328, 0.4224, 0.3493, 0.2864, 0.2699, 0.3262, 0.3152, 0.1668, 0.2974, 0.2698, 0.2594, 0.3762, 0.4657, 0.5044, 0.3772, 0.4249, 0.5765, 0.5765, 0.6583, 0.5564, 0.549, 0.5634, 0.5634, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047748625229549713", "ticker_idx": 0, "ts": "2026-04-24T18:44:52+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "2 trillion in next 2 years is my bull case. I think they should have a comparable valuation to TSMC at the very least which means there Price/Book needs to 3x from here making it a 1.3 trillion dollar company minimum.", "tweet_type": "prediction", "timeline": "years", "summary": "Bull case on Intel: P/B 3x to reach $1.3T–$2T valuation within 2 years, comparable to TSMC.", "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": "@FFairing @JackieNate1 2 trillion in next 2 years is my bull case. \n\nI think they should have a comparable valuation to TSMC at the very least  which means there Price/Book needs to 3x from here making it a 1.3 trillion dollar company minimum.", "reply_text": null, "parent_text": "@bubbleboi @JackieNate1 Okay one last q, what’s your bull case on intel? A trillion? Multiple? Lets say through the next decade", "quoted_text": null, "parent_author": "FFairing", "ret_m1d": -0.19093775092587517, "ret_signed_m1d": -0.19093775092587517, "alpha_spy_m1d": -0.18324803170086568, "alpha_c_m1d": -0.14238314185204792, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029682540841616367, "ret_signed_p1d": 0.029682540841616367, "alpha_spy_p1d": 0.027959753004052734, "alpha_c_p1d": 0.03003794854028463, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.20692999323485117, "ret_signed_p1w": 0.20692999323485117, "alpha_spy_p1w": 0.19753145703882158, "alpha_c_p1w": 0.20025594523998813, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.45190204759673613, "ret_signed_p1m": 0.45190204759673613, "alpha_spy_p1m": 0.407500576661624, "alpha_c_p1m": 0.31391925684967736, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4678, -0.409, -0.4105, -0.437, -0.4087, -0.4033, -0.4112, -0.4156, -0.3871, -0.3913, -0.429, -0.415, -0.4369, -0.4331, -0.4331, -0.4405, -0.4492, -0.4594, -0.4656, -0.4714, -0.4412, -0.432, -0.4492, -0.4474, -0.4488, -0.4778, -0.4478, -0.4433, -0.474, -0.4478, -0.4332, -0.4187, -0.4518, -0.4455, -0.4456, -0.4662, -0.4544, -0.4405, -0.4685, -0.4668, -0.4662, -0.4284, -0.4657, -0.4775, -0.501, -0.4654, -0.4181, -0.3896, -0.3896, -0.3848, -0.359, -0.2858, -0.2522, -0.2442, -0.2103, -0.2269, -0.2132, -0.1701, -0.1701, -0.204, -0.1972, -0.2092, -0.1909, 0.0, 0.0297, 0.024, 0.1479, 0.1447, 0.2069, 0.1604, 0.3103, 0.3692, 0.3281, 0.5134, 0.5682, 0.4612, 0.4574, 0.4045, 0.3178, 0.3105, 0.3424, 0.4412, 0.4357, 0.4519, 0.4519, 0.4965, 0.4753, 0.4646, 0.3894, 0.3246, 0.3076, 0.3655, 0.3543, 0.2015, 0.336, 0.3075, 0.2968, 0.417, 0.5092, 0.5491, 0.4181, 0.4672, 0.6233, 0.6233, 0.7075, 0.6026, 0.595, 0.6098, 0.6098, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2037375567713161437", "ticker_idx": 0, "ts": "2026-03-27T03:46:02+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short $EWY guys it's the best risk reward out there right now the economy is going to freeze up!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short EWY as best risk/reward; Korean economy freezing up amid Iran-war supply disruptions.", "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": "quote", "lang": "en", "tweet_text": "Short $EWY guys it’s the best risk reward out there right now the economy is going to freeze up!", "reply_text": null, "parent_text": null, "quoted_text": "A South Korean plastic film factory has cut production to 20–30% of capacity due to raw material shortages caused by the Iran war and disruptions in global energy markets https://t.co/fyzUViZvtO https://t.co/7fvqMMDP4h", "parent_author": null, "ret_m1d": -0.008183215950517075, "ret_signed_m1d": 0.008183215950517075, "alpha_spy_m1d": 0.02553092134418944, "alpha_c_m1d": 0.02553092134418944, "bench_spy_m1d": 0.017347705393672364, "bench_c_m1d": 0.017347705393672364, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03760954641680492, "ret_signed_p1d": 0.03760954641680492, "alpha_spy_p1d": 0.034266155729371195, "alpha_c_p1d": 0.034266155729371195, "bench_spy_p1d": -0.0033433906874337227, "bench_c_p1d": -0.0033433906874337227, "ret_p1w": 0.015622411449867979, "ret_signed_p1w": -0.015622411449867979, "alpha_spy_p1w": 0.018662952663182963, "alpha_c_p1w": 0.018662952663182963, "bench_spy_p1w": 0.03428536411305094, "bench_c_p1w": 0.03428536411305094, "ret_p1m": 0.29550331772706606, "ret_signed_p1m": -0.29550331772706606, "alpha_spy_p1m": -0.16763505378593746, "alpha_c_p1m": -0.16763505378593746, "bench_spy_p1m": 0.1278682639411286, "bench_c_p1m": 0.1278682639411286, "ret_p3m": 0.6305173502504338, "ret_signed_p3m": -0.6305173502504338, "alpha_spy_p3m": -0.47117247918738614, "alpha_c_p3m": -0.47117247918738614, "bench_spy_p3m": 0.15934487106304762, "bench_c_p3m": 0.15934487106304762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29550331772706606, "alpha_spy_stated": -0.16763505378593746, "alpha_c_stated": -0.16763505378593746, "price_path": [-0.1848, -0.1964, -0.1964, -0.1551, -0.1335, -0.1105, -0.1153, -0.1189, -0.0999, -0.0996, -0.1111, -0.0937, -0.0821, -0.0724, -0.0724, -0.0827, -0.044, -0.0412, -0.0249, -0.0303, 0.0142, 0.0379, 0.0291, 0.0118, -0.0004, 0.0276, -0.006, -0.0064, 0.0308, 0.0419, 0.0287, 0.0795, 0.0812, 0.1074, 0.1074, 0.0802, 0.0988, 0.1176, 0.1728, 0.1514, 0.1948, 0.2307, 0.2433, 0.2512, 0.2195, 0.0939, 0.1107, 0.0393, 0.0475, 0.1067, 0.077, 0.0981, 0.0208, 0.0262, 0.1002, 0.1112, 0.0901, 0.1144, 0.0397, 0.1061, 0.0642, 0.0559, -0.0082, 0.0, -0.0376, 0.0168, 0.0433, 0.0156, 0.0156, 0.041, 0.0513, 0.1578, 0.1513, 0.1467, 0.1674, 0.2124, 0.1979, 0.219, 0.2591, 0.2406, 0.2133, 0.2878, 0.2448, 0.2776, 0.2955, 0.276, 0.2726, 0.3288, 0.3391, 0.3522, 0.4339, 0.5042, 0.461, 0.5722, 0.5941, 0.4755, 0.5592, 0.5748, 0.4784, 0.4556, 0.4384, 0.4888, 0.5409, 0.5046, 0.5046, 0.6585, 0.639, 0.7061, 0.7014, 0.7912, 0.7733, 0.7603, 0.686, 0.4481, 0.5345, 0.5213, 0.475, 0.6444, 0.6321, 0.7478, 0.702, 0.6952, 0.8119, 0.8119, 0.8104, 0.5887, 0.6305, 0.6945, 0.6945, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024955506419531922", "ticker_idx": 0, "ts": "2026-02-20T21:13:09+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lumentum is a short but I do own it for now lol", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish Lumentum; explicitly calls it a short despite currently holding a position.", "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": "Lumentum and all these networking companies are cooked. Lumentum is a short but I do own it for now lol.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010315179611056768, "ret_signed_m1d": 0.010315179611056768, "alpha_spy_m1d": 0.0206318933905425, "alpha_c_m1d": 0.0206318933905425, "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": 0.020067344648141194, "ret_signed_p1d": -0.020067344648141194, "alpha_spy_p1d": -0.012798869377942834, "alpha_c_p1d": -0.012798869377942834, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00726847527019836, "ret_p1w": 0.16083473785448033, "ret_signed_p1w": -0.16083473785448033, "alpha_spy_p1w": -0.15498769486613484, "alpha_c_p1w": -0.15498769486613484, "bench_spy_p1w": 0.0058470429883454855, "bench_c_p1w": 0.0058470429883454855, "ret_p1m": 0.18860879677706732, "ret_signed_p1m": -0.18860879677706732, "alpha_spy_p1m": -0.22880013623691042, "alpha_c_p1m": -0.22880013623691042, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.0401913394598431, "ret_p3m": 0.429460714536414, "ret_signed_p3m": -0.429460714536414, "alpha_spy_p3m": -0.33807848044374555, "alpha_c_p3m": -0.33807848044374555, "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": -0.18860879677706732, "alpha_spy_stated": -0.22880013623691042, "alpha_c_stated": -0.22880013623691042, "price_path": [-0.5431, -0.5431, -0.5181, -0.5288, -0.5512, -0.551, -0.5141, -0.5088, -0.4923, -0.466, -0.4576, -0.4485, -0.5193, -0.504, -0.5314, -0.5254, -0.5003, -0.4495, -0.4222, -0.4258, -0.4132, -0.4132, -0.4208, -0.4478, -0.4499, -0.4537, -0.4537, -0.4278, -0.4708, -0.411, -0.4177, -0.4839, -0.4792, -0.4963, -0.4645, -0.5085, -0.4912, -0.5194, -0.5194, -0.4712, -0.4628, -0.4746, -0.4973, -0.5073, -0.4507, -0.4294, -0.4347, -0.4193, -0.3725, -0.3551, -0.31, -0.2524, -0.1819, -0.1446, -0.1684, -0.1491, -0.1353, -0.166, -0.166, -0.1101, -0.1193, -0.0579, -0.0103, 0.0, 0.0201, 0.0721, 0.0034, 0.0388, 0.1608, 0.0292, 0.009, -0.0354, -0.1724, -0.0504, -0.004, -0.004, -0.0869, -0.0774, -0.0739, -0.0373, 0.0387, 0.1444, 0.0469, 0.0804, 0.1886, 0.1518, 0.0209, 0.0415, -0.0296, 0.0415, 0.1333, 0.2255, 0.2255, 0.1446, 0.209, 0.328, 0.3252, 0.3299, 0.2912, 0.2639, 0.2212, 0.3209, 0.3251, 0.3266, 0.2404, 0.2947, 0.2552, 0.3067, 0.2741, 0.1729, 0.2721, 0.3373, 0.4079, 0.4468, 0.474, 0.3995, 0.3229, 0.3395, 0.5608, 0.4708, 0.5271, 0.4848, 0.4386, 0.3116, 0.3192, 0.2865, 0.4295, 0.4034, 0.4034, 0.3499, 0.3373, 0.2755, 0.2671, 0.3413, 0.5253, 0.3902, 0.4007, 0.28, 0.327, 0.2179, 0.2646, 0.3184, 0.3658, 0.4187, 0.2973, 0.2894, 0.2598, 0.2598, 0.3249, 0.227, 0.2487, 0.2775, 0.2775, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033647017961132382", "ticker_idx": 0, "ts": "2026-03-16T20:50:07+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LUMENTUM is a massive short I held it until now but it's over bought", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short Lumentum; author exiting long and calling it overbought with high conviction.", "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": "LUMENTUM is a massive short I held it until now but it’s over bought.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03805648561493369, "ret_signed_m1d": 0.03805648561493369, "alpha_spy_m1d": 0.035432842235777584, "alpha_c_m1d": 0.035432842235777584, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.0026236433791561042, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07889956307750778, "ret_signed_p1d": -0.07889956307750778, "alpha_spy_p1d": -0.09285320759276494, "alpha_c_p1d": -0.09285320759276494, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.013953644515257158, "ret_p1w": 0.23466653311271868, "ret_signed_p1w": -0.23466653311271868, "alpha_spy_p1w": -0.25825974819274977, "alpha_c_p1w": -0.25825974819274977, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.023593215080031094, "ret_p1m": 0.2685664339902565, "ret_signed_p1m": -0.2685664339902565, "alpha_spy_p1m": -0.22226043641942717, "alpha_c_p1m": -0.22226043641942717, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.046305997570829316, "ret_p3m": 0.41874499818696753, "ret_signed_p3m": -0.41874499818696753, "alpha_spy_p3m": -0.309939263602496, "alpha_c_p3m": -0.309939263602496, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.10880573458447151, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2685664339902565, "alpha_spy_stated": -0.22226043641942717, "alpha_c_stated": -0.22226043641942717, "price_path": [-0.481, -0.4282, -0.3998, -0.4036, -0.3905, -0.3905, -0.3984, -0.4264, -0.4286, -0.4326, -0.4326, -0.4056, -0.4503, -0.3882, -0.3952, -0.4639, -0.459, -0.4768, -0.4437, -0.4895, -0.4715, -0.5008, -0.5008, -0.4507, -0.442, -0.4543, -0.4778, -0.4882, -0.4294, -0.4073, -0.4128, -0.3968, -0.3481, -0.3302, -0.2833, -0.2234, -0.1502, -0.1115, -0.1361, -0.1162, -0.1018, -0.1337, -0.1337, -0.0757, -0.0851, -0.0214, 0.028, 0.0387, 0.0596, 0.1137, 0.0422, 0.0791, 0.2058, 0.0691, 0.0481, 0.0019, -0.1403, -0.0137, 0.0345, 0.0345, -0.0515, -0.0417, -0.0381, 0.0, 0.0789, 0.1887, 0.0874, 0.1222, 0.2347, 0.1965, 0.0604, 0.0819, 0.0081, 0.0819, 0.1772, 0.273, 0.273, 0.1889, 0.2559, 0.3794, 0.3765, 0.3814, 0.3412, 0.3129, 0.2686, 0.372, 0.3764, 0.378, 0.2884, 0.3449, 0.3038, 0.3573, 0.3235, 0.2183, 0.3214, 0.3891, 0.4624, 0.5028, 0.5311, 0.4537, 0.3741, 0.3914, 0.6212, 0.5278, 0.5863, 0.5423, 0.4944, 0.3624, 0.3703, 0.3364, 0.4849, 0.4578, 0.4578, 0.4022, 0.3891, 0.3249, 0.3162, 0.3933, 0.5844, 0.4441, 0.455, 0.3296, 0.3785, 0.2651, 0.3136, 0.3695, 0.4187, 0.4737, 0.3476, 0.3393, 0.3086, 0.3086, 0.3762, 0.2746, 0.2971, 0.327, 0.327, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2028534260748190065", "ticker_idx": 0, "ts": "2026-03-02T18:13:50+00:00", "symbol": "Blackstone", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorting this shit", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author is short the Blackstone publicly traded data center fund on launch.", "resolved_tickers": ["BX"], "resolution_method": "exchange_ticker", "resolution_reason": "Blackstone Inc., NYSE: BX", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "quote", "lang": "en", "tweet_text": "Shorting this shit", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Blackstone is launching a publicly traded fund for buying data centers.\n\nThe fund will allow millions of retail investors to gain exposure to the AI data center boom. https://t.co/l8Fouv9Xt6", "parent_author": null, "ret_m1d": -0.016994674300567558, "ret_signed_m1d": 0.016994674300567558, "alpha_spy_m1d": 0.016426474349252485, "alpha_c_m1d": 0.019528780781642663, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": 0.0025341064810751046, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03823811732482396, "ret_signed_p1d": 0.03823811732482396, "alpha_spy_p1d": 0.029423866412338295, "alpha_c_p1d": 0.036483758993197, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.0017543583316269595, "ret_p1w": -0.040579189759530676, "ret_signed_p1w": 0.040579189759530676, "alpha_spy_p1w": 0.02876356295569027, "alpha_c_p1w": 0.021670822167831894, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.018908367591698783, "ret_p1m": -0.0029480393952335815, "ret_signed_p1m": 0.0029480393952335815, "alpha_spy_p1m": -0.04697166973216205, "alpha_c_p1m": -0.02972682827784523, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.03267486767307881, "ret_p3m": 0.016354324491040018, "ret_signed_p3m": -0.016354324491040018, "alpha_spy_p3m": 0.0860391328778276, "alpha_c_p3m": -0.011801768370699683, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.004552556120340334, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0029480393952335815, "alpha_spy_stated": -0.04697166973216205, "alpha_c_stated": -0.02972682827784523, "price_path": [0.2987, 0.2976, 0.3041, 0.2974, 0.3373, 0.3422, 0.3209, 0.2958, 0.2886, 0.3036, 0.313, 0.3176, 0.2993, 0.3356, 0.3299, 0.3334, 0.3334, 0.332, 0.3296, 0.3266, 0.3212, 0.3212, 0.3611, 0.3915, 0.3941, 0.3164, 0.3311, 0.351, 0.3421, 0.3307, 0.3603, 0.3783, 0.4014, 0.4014, 0.3192, 0.3368, 0.3278, 0.2898, 0.2863, 0.272, 0.2582, 0.2252, 0.2207, 0.2109, 0.1475, 0.1532, 0.0871, 0.1116, 0.1395, 0.1603, 0.1573, 0.1252, 0.126, 0.126, 0.1393, 0.1523, 0.0904, 0.0515, -0.014, 0.0094, 0.0251, 0.0227, -0.017, 0.0, -0.0382, -0.0103, 0.0019, -0.0427, -0.0406, -0.0466, -0.0701, -0.1145, -0.0741, -0.0712, -0.0289, -0.0156, -0.0161, -0.0425, -0.0519, -0.0637, -0.0603, -0.0494, -0.0629, -0.0323, -0.0029, -0.0087, -0.0198, -0.0198, -0.0268, -0.0225, 0.0203, 0.0136, -0.0043, 0.0563, 0.0954, 0.1288, 0.111, 0.1192, 0.1184, 0.1142, 0.1249, 0.0607, 0.0548, 0.0437, 0.0537, 0.039, 0.0889, 0.0956, 0.0772, 0.0739, 0.0912, 0.0705, 0.0831, 0.0624, 0.0743, 0.0468, 0.0717, 0.0317, 0.0242, -0.0001, 0.0224, 0.0376, 0.0371, 0.0371, 0.0337, 0.0326, 0.0164, 0.0236, 0.0234, 0.0056, -0.0349, 0.0374, 0.0094, -0.0007, 0.0527, 0.0368, 0.0578, 0.0745, 0.0907, 0.119, 0.094, 0.0833, 0.0833, 0.0787, 0.0507, -0.0112, -0.0008, -0.0008, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2028383978839998915", "ticker_idx": 0, "ts": "2026-03-02T08:16:40+00:00", "symbol": "QAT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would go long vol on all these ETFs I don't think this is over by end of week", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long volatility on all four Gulf-region ETFs (QAT, UAE, KSA, KWT); expects continued turbulence past end of week.", "resolved_tickers": ["QAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I would go long vol on all these ETFs I don’t think this is over by end of week.", "reply_text": null, "parent_text": null, "quoted_text": "@bubbleboi what's your thoughts on trading the US listed ETFs for UAE, Qatar, KSA, Kuwait? they've have suspended trading for their underlying exchanges for a week. There's going to be wild VOL in these indexes $QAT $UAE $KSA $KWT", "parent_author": null, "ret_m1d": 0.03126641363564575, "ret_signed_m1d": 0.03126641363564575, "alpha_spy_m1d": 0.031834613586960825, "alpha_c_m1d": 0.031834613586960825, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.0005681999513150737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007419198632837576, "ret_signed_p1d": 0.007419198632837576, "alpha_spy_p1d": 0.016233449545323242, "alpha_c_p1d": 0.016233449545323242, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.008814250912485666, "ret_p1w": -0.003179761144015414, "ret_signed_p1w": -0.003179761144015414, "alpha_spy_p1w": 0.008635865659824993, "alpha_c_p1w": 0.008635865659824993, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.011815626803840407, "ret_p1m": -0.014308454506186896, "ret_signed_p1m": -0.014308454506186896, "alpha_spy_p1m": 0.03561125462120873, "alpha_c_p1m": 0.03561125462120873, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04991970912739563, "ret_p3m": 0.028086861665800322, "ret_signed_p3m": 0.028086861665800322, "alpha_spy_p3m": -0.0743065957030673, "alpha_c_p3m": -0.0743065957030673, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.10239345736886762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014308454506186896, "alpha_spy_stated": 0.03561125462120873, "alpha_c_stated": 0.03561125462120873, "price_path": [-0.0088, -0.0083, -0.0088, -0.0075, -0.003, 0.0037, 0.0114, 0.0116, -0.0046, -0.0092, -0.0139, -0.0069, -0.005, -0.0016, 0.0032, 0.0048, 0.0048, -0.0003, 0.0003, 0.0042, -0.0028, -0.0028, -0.0024, 0.017, 0.0257, 0.0284, 0.0217, 0.026, 0.0392, 0.0445, 0.0419, 0.0294, 0.0313, 0.0313, 0.0445, 0.0445, 0.0546, 0.0503, 0.0565, 0.0567, 0.0599, 0.0503, 0.0445, 0.0583, 0.0555, 0.0578, 0.0503, 0.0567, 0.0652, 0.0649, 0.0665, 0.0639, 0.065, 0.065, 0.0588, 0.066, 0.0523, 0.0517, 0.0556, 0.0594, 0.0541, 0.0344, 0.0313, 0.0, 0.0074, 0.0011, -0.0005, -0.0064, -0.0032, 0.0032, -0.0037, -0.009, -0.0069, -0.0069, -0.0095, -0.0106, -0.0286, -0.0307, -0.0101, -0.035, -0.0238, -0.0281, -0.0376, -0.0357, -0.0143, -0.0111, -0.0191, -0.0191, -0.0122, -0.0185, 0.0159, 0.0136, 0.0265, 0.0156, 0.0197, 0.0281, 0.0228, 0.0271, 0.0212, 0.0163, 0.0127, 0.0132, 0.0201, 0.0122, 0.0069, 0.0042, -0.0048, -0.0037, 0.0011, -0.0005, 0.0106, 0.0148, 0.0164, 0.0122, -0.0032, -0.0058, -0.0064, -0.0101, -0.0154, -0.0329, -0.0146, -0.014, -0.0132, -0.0132, 0.0122, 0.0106, 0.0281, 0.0191, 0.0106, -0.0032, -0.0069, -0.0016, -0.0132, -0.0329, -0.0154, -0.0185, -0.0177, -0.0143, 0.015, 0.014, 0.0144, 0.0177, 0.0177, 0.0112, 0.0073, -0.0015, -0.0103, -0.0103, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2028383978839998915", "ticker_idx": 1, "ts": "2026-03-02T08:16:40+00:00", "symbol": "UAE", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would go long vol on all these ETFs I don't think this is over by end of week", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long volatility on all four Gulf-region ETFs (QAT, UAE, KSA, KWT); expects continued turbulence past end of week.", "resolved_tickers": ["UAE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I would go long vol on all these ETFs I don’t think this is over by end of week.", "reply_text": null, "parent_text": null, "quoted_text": "@bubbleboi what's your thoughts on trading the US listed ETFs for UAE, Qatar, KSA, Kuwait? they've have suspended trading for their underlying exchanges for a week. There's going to be wild VOL in these indexes $QAT $UAE $KSA $KWT", "parent_author": null, "ret_m1d": 0.05120629302999813, "ret_signed_m1d": 0.05120629302999813, "alpha_spy_m1d": 0.0517744929813132, "alpha_c_m1d": 0.0517744929813132, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.0005681999513150737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030526817322161448, "ret_signed_p1d": -0.030526817322161448, "alpha_spy_p1d": -0.021712566409675782, "alpha_c_p1d": -0.021712566409675782, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.008814250912485666, "ret_p1w": -0.05612996383716051, "ret_signed_p1w": -0.05612996383716051, "alpha_spy_p1w": -0.044314337033320106, "alpha_c_p1w": -0.044314337033320106, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.011815626803840407, "ret_p1m": -0.08173311035215958, "ret_signed_p1m": -0.08173311035215958, "alpha_spy_p1m": -0.03181340122476395, "alpha_c_p1m": -0.03181340122476395, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04991970912739563, "ret_p3m": -0.033481097563464735, "ret_signed_p3m": -0.033481097563464735, "alpha_spy_p3m": -0.13587455493233236, "alpha_c_p3m": -0.13587455493233236, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.10239345736886762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08173311035215958, "alpha_spy_stated": -0.03181340122476395, "alpha_c_stated": -0.03181340122476395, "price_path": [-0.0809, -0.0711, -0.0628, -0.0697, -0.055, -0.0521, -0.0487, -0.0565, -0.055, -0.0527, -0.0589, -0.0492, -0.0522, -0.0423, -0.0369, -0.0389, -0.0389, -0.0379, -0.035, -0.062, -0.0586, -0.0586, -0.0539, -0.0537, -0.0436, -0.0325, -0.0325, -0.0433, -0.0374, -0.0271, -0.0355, -0.0286, -0.0217, -0.0217, -0.0108, -0.0005, 0.0153, 0.0074, 0.0049, 0.0197, 0.0217, 0.0172, 0.0089, 0.031, 0.0394, 0.0483, 0.0532, 0.0699, 0.0778, 0.0783, 0.0748, 0.0778, 0.0803, 0.0803, 0.0758, 0.0945, 0.0679, 0.065, 0.0812, 0.0832, 0.0832, 0.0606, 0.0512, 0.0, -0.0305, -0.0234, -0.0448, -0.0606, -0.0561, -0.0591, -0.0803, -0.1192, -0.1256, -0.1187, -0.099, -0.1196, -0.1177, -0.1408, -0.0842, -0.1103, -0.0788, -0.1162, -0.1236, -0.1216, -0.0817, -0.0817, -0.099, -0.099, -0.0955, -0.0935, -0.0539, -0.0409, -0.0551, -0.0364, -0.0192, -0.0172, -0.0256, 0.0044, -0.0222, -0.0394, -0.0433, -0.0611, -0.0419, -0.0419, -0.033, -0.0374, -0.0532, -0.0414, -0.0655, -0.0566, -0.0271, -0.0404, -0.0364, -0.0547, -0.0645, -0.066, -0.0625, -0.0684, -0.0842, -0.0758, -0.0704, -0.062, -0.0687, -0.0687, -0.0665, -0.0561, -0.0335, -0.0384, -0.064, -0.0724, -0.0852, -0.0719, -0.0891, -0.0793, -0.0886, -0.0871, -0.0694, -0.034, 0.009, 0.0054, -0.0007, 0.037, 0.037, 0.0182, 0.0029, 0.01, -0.0267, -0.0267, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2028383978839998915", "ticker_idx": 2, "ts": "2026-03-02T08:16:40+00:00", "symbol": "KSA", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would go long vol on all these ETFs I don't think this is over by end of week", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long volatility on all four Gulf-region ETFs (QAT, UAE, KSA, KWT); expects continued turbulence past end of week.", "resolved_tickers": ["KSA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I would go long vol on all these ETFs I don’t think this is over by end of week.", "reply_text": null, "parent_text": null, "quoted_text": "@bubbleboi what's your thoughts on trading the US listed ETFs for UAE, Qatar, KSA, Kuwait? they've have suspended trading for their underlying exchanges for a week. There's going to be wild VOL in these indexes $QAT $UAE $KSA $KWT", "parent_author": null, "ret_m1d": 0.016128929795454328, "ret_signed_m1d": 0.016128929795454328, "alpha_spy_m1d": 0.0166971297467694, "alpha_c_m1d": 0.0166971297467694, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.0005681999513150737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0027336648727398494, "ret_signed_p1d": 0.0027336648727398494, "alpha_spy_p1d": 0.011547915785225515, "alpha_c_p1d": 0.011547915785225515, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.008814250912485666, "ret_p1w": 0.045653230391653477, "ret_signed_p1w": 0.045653230391653477, "alpha_spy_p1w": 0.05746885719549388, "alpha_c_p1w": 0.05746885719549388, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.011815626803840407, "ret_p1m": 0.0866592622630582, "ret_signed_p1m": 0.0866592622630582, "alpha_spy_p1m": 0.13657897139045383, "alpha_c_p1m": 0.13657897139045383, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04991970912739563, "ret_p3m": 0.058228364089136564, "ret_signed_p3m": 0.058228364089136564, "alpha_spy_p3m": -0.04416509327973106, "alpha_c_p3m": -0.04416509327973106, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.10239345736886762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0866592622630582, "alpha_spy_stated": 0.13657897139045383, "alpha_c_stated": 0.13657897139045383, "price_path": [0.0005, 0.004, 0.0048, 0.0045, 0.011, 0.0172, 0.0161, 0.0102, -0.0057, -0.0134, -0.0205, -0.0077, -0.006, -0.0008, 0.0049, 0.0005, 0.0005, -0.0003, -0.0052, -0.0145, -0.0046, -0.0046, 0.0052, -0.0159, 0.0123, -0.0071, 0.0066, 0.0079, 0.0339, 0.0446, 0.0446, 0.0385, 0.0342, 0.0342, 0.0372, 0.047, 0.0642, 0.0664, 0.0828, 0.0968, 0.0973, 0.0899, 0.0897, 0.0878, 0.0817, 0.0834, 0.0722, 0.0867, 0.0787, 0.0724, 0.0714, 0.0645, 0.0705, 0.0705, 0.0645, 0.0694, 0.0424, 0.056, 0.047, 0.0437, 0.0366, 0.015, 0.0161, 0.0, 0.0027, 0.0241, 0.0183, 0.0139, 0.0457, 0.0465, 0.0418, 0.0361, 0.0279, 0.0473, 0.0437, 0.0317, 0.0279, 0.0055, 0.035, 0.0312, 0.0498, 0.05, 0.0364, 0.0604, 0.0867, 0.0817, 0.0765, 0.0765, 0.073, 0.0601, 0.0812, 0.0834, 0.085, 0.0987, 0.1017, 0.1107, 0.1036, 0.1096, 0.0888, 0.0847, 0.0809, 0.0659, 0.0683, 0.0653, 0.0711, 0.0714, 0.0689, 0.0746, 0.0588, 0.0514, 0.0508, 0.0487, 0.0588, 0.0703, 0.0593, 0.0549, 0.0533, 0.0467, 0.0487, 0.0522, 0.0478, 0.0571, 0.0563, 0.0563, 0.0574, 0.059, 0.0582, 0.0593, 0.0405, 0.0582, 0.0448, 0.0481, 0.0235, 0.0467, 0.0536, 0.0528, 0.0741, 0.0765, 0.0689, 0.07, 0.0664, 0.0714, 0.0714, 0.063, 0.0603, 0.0569, 0.0497, 0.0497, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2028383978839998915", "ticker_idx": 3, "ts": "2026-03-02T08:16:40+00:00", "symbol": "KWT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would go long vol on all these ETFs I don't think this is over by end of week", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long volatility on all four Gulf-region ETFs (QAT, UAE, KSA, KWT); expects continued turbulence past end of week.", "resolved_tickers": ["KWT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I would go long vol on all these ETFs I don’t think this is over by end of week.", "reply_text": null, "parent_text": null, "quoted_text": "@bubbleboi what's your thoughts on trading the US listed ETFs for UAE, Qatar, KSA, Kuwait? they've have suspended trading for their underlying exchanges for a week. There's going to be wild VOL in these indexes $QAT $UAE $KSA $KWT", "parent_author": null, "ret_m1d": 0.04491583385881226, "ret_signed_m1d": 0.04491583385881226, "alpha_spy_m1d": 0.04548403381012733, "alpha_c_m1d": 0.04548403381012733, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.0005681999513150737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0036582556798090415, "ret_signed_p1d": 0.0036582556798090415, "alpha_spy_p1d": 0.012472506592294708, "alpha_c_p1d": 0.012472506592294708, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.008814250912485666, "ret_p1w": 0.0041807870726913166, "ret_signed_p1w": 0.0041807870726913166, "alpha_spy_p1w": 0.015996413876531723, "alpha_c_p1w": 0.015996413876531723, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.011815626803840407, "ret_p1m": -0.005968541144872219, "ret_signed_p1m": -0.005968541144872219, "alpha_spy_p1m": 0.04395116798252341, "alpha_c_p1m": 0.04395116798252341, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04991970912739563, "ret_p3m": 0.05316722087150083, "ret_signed_p3m": 0.05316722087150083, "alpha_spy_p3m": -0.04922623649736679, "alpha_c_p3m": -0.04922623649736679, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.10239345736886762, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005968541144872219, "alpha_spy_stated": 0.04395116798252341, "alpha_c_stated": 0.04395116798252341, "price_path": [0.0505, 0.0564, 0.0565, 0.0644, 0.0749, 0.077, 0.0814, 0.0826, 0.0717, 0.0668, 0.0573, 0.0612, 0.1063, 0.0588, 0.0694, 0.061, 0.061, 0.0676, 0.0592, 0.0471, 0.0528, 0.0528, 0.0529, 0.0484, 0.0523, 0.0497, 0.0468, 0.0492, 0.0353, 0.0364, 0.0356, 0.0296, 0.0291, 0.0291, 0.0402, 0.0427, 0.0413, 0.0415, 0.0254, 0.0379, 0.0309, 0.0133, 0.0075, 0.0239, 0.0325, 0.0276, 0.016, 0.0246, 0.0287, 0.0248, 0.0218, 0.0208, 0.0214, 0.0214, 0.0277, 0.0319, 0.0206, 0.0217, 0.0174, 0.0122, 0.0133, 0.016, 0.0449, 0.0, 0.0037, -0.0027, 0.003, -0.0029, 0.0042, 0.007, 0.0151, 0.0082, -0.0002, 0.0061, -0.0009, -0.0122, -0.0153, -0.0111, 0.0094, -0.0068, -0.0016, -0.0148, -0.0214, -0.0214, -0.006, -0.0082, 0.0002, 0.0002, 0.0074, 0.0116, 0.0314, 0.0276, 0.0262, 0.0351, 0.0375, 0.0444, 0.068, 0.0676, 0.0613, 0.0608, 0.0592, 0.0609, 0.0691, 0.068, 0.0581, 0.0628, 0.0602, 0.0633, 0.0554, 0.06, 0.0669, 0.0639, 0.0661, 0.0545, 0.0482, 0.051, 0.0474, 0.044, 0.0308, 0.0254, 0.0274, 0.0341, 0.0361, 0.0361, 0.0534, 0.0534, 0.0532, 0.0556, 0.0429, 0.0453, 0.0391, 0.0422, 0.0404, 0.0252, 0.0419, 0.0378, 0.0484, 0.0515, 0.056, 0.0566, 0.051, 0.0507, 0.0507, 0.0451, 0.0436, 0.0346, 0.0275, 0.0275, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031979933791330806", "ticker_idx": 0, "ts": "2026-03-12T06:25:43+00:00", "symbol": "CXL technology", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "CXL isn't dead and is going to be one of the biggest changes to AI infra ever... The fact that people don't see this yet blows my mind.", "tweet_type": "prediction", "timeline": "years", "summary": "Strongly bullish on CXL as a major AI infrastructure shift; believes market is not yet pricing this in.", "resolved_tickers": ["ALAB", "INTC", "SMCI", "MRVL"], "resolution_method": "basket", "resolution_reason": "CXL ecosystem: Astera Labs, Intel, Marvell, Supermicro", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "CXL isn't dead and is going to be one of the biggest changes to AI infra ever... The fact that people don't see this yet blows my mind.", "reply_text": null, "parent_text": null, "quoted_text": "Interesting… It seems Google has started deploying CXL controllers to address memory shortages. (The information)\n\nSo CXL isn’t dead after all? https://t.co/0Q9yx5d9QR", "parent_author": null, "ret_m1d": 0.040211657814504864, "ret_signed_m1d": 0.040211657814504864, "alpha_spy_m1d": 0.024792552956300673, "alpha_c_m1d": 0.006975387146950451, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.03323627066755441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003056012029428734, "ret_signed_p1d": 0.003056012029428734, "alpha_spy_p1d": 0.008716147782037664, "alpha_c_p1d": 0.005117224253380459, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.002061212223951725, "ret_p1w": 0.022604696196444063, "ret_signed_p1w": 0.022604696196444063, "alpha_spy_p1w": 0.03200327971156697, "alpha_c_p1w": 0.00511053583908655, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": 0.017494160357357513, "ret_p1m": 0.22637548996105497, "ret_signed_p1m": 0.22637548996105497, "alpha_spy_p1m": 0.20347119849828746, "alpha_c_p1m": 0.10077324487124542, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.12560224508980955, "ret_p3m": 1.3989310816627638, "ret_signed_p3m": 1.3989310816627638, "alpha_spy_p3m": 1.2893269714982687, "alpha_c_p3m": 0.8762196130040403, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.5227114686587235, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0007, 0.0041, -0.0342, -0.0171, 0.0375, 0.0539, 0.0516, 0.0478, 0.0478, 0.0427, 0.0451, 0.0494, 0.0297, 0.0297, 0.0972, 0.0663, 0.0554, 0.0652, 0.0336, 0.072, 0.0833, 0.106, 0.0884, 0.0979, 0.1324, 0.1324, 0.1331, 0.1629, 0.1673, 0.088, 0.0575, 0.088, 0.1105, 0.079, 0.0314, 0.0522, 0.0581, 0.0535, 0.0255, 0.1407, 0.175, 0.1452, 0.0576, -0.01, -0.0006, -0.0006, -0.018, -0.0128, 0.0103, 0.003, -0.0213, -0.0021, 0.0288, -0.0016, -0.0052, -0.0092, -0.0637, -0.0241, -0.0193, -0.0028, 0.0298, 0.0246, 0.0402, 0.0, 0.0031, 0.0375, 0.0233, 0.0076, 0.0226, -0.0989, -0.0669, -0.0595, -0.0131, -0.0612, -0.0789, -0.1426, -0.061, -0.0265, 0.0159, 0.0159, 0.0172, 0.0357, 0.1027, 0.1408, 0.2264, 0.2926, 0.3101, 0.3224, 0.3449, 0.371, 0.3844, 0.4281, 0.4502, 0.4696, 0.6039, 0.5563, 0.5068, 0.5936, 0.6209, 0.6628, 0.6416, 0.7539, 0.842, 0.7421, 0.8783, 0.9061, 0.8272, 0.8984, 0.9054, 0.8419, 0.7787, 0.8716, 1.0603, 1.0905, 1.15, 1.15, 1.2413, 1.227, 1.3145, 1.3062, 1.2768, 1.5736, 1.625, 1.6464, 1.2976, 1.5114, 1.3989, 1.2387, 1.4719, 1.4982, 1.6488, 1.4323, 1.5011, 1.744, 1.744, 1.8606, 1.6243, 1.6132, 1.6227, 1.6227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2041996762114904140", "ticker_idx": 0, "ts": "2026-04-08T21:49:01+00:00", "symbol": "CSCO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "even Cisco's about to reach a new all time high", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Cisco reaching new ATH; calling top in venture capital / private markets; public equities entering golden era.", "resolved_tickers": ["CSCO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "I WAS SCREAMING AT THE TOP OF MY LUNGS LAST YEAR THAT INTEL WAS A STEAL AT $19 A SHARE!!!  \n\nBut nooooooooo you guys wanted to chase an OpenAI triple layered SPV with 20% management fees.  You invested in Polymarket’s goy milker 1,000 at an inflated valuation. You lost on Sandisk, Lumentum, fuck it even Cisco’s about to reach a new all time high. \n\nI am calling the top in venture capital. Private markets have gotten too frothy and unless you have deal flow from the autism factory you’re not going to outperform. \n\nWe are in the golden era of stock investing. Public markets are back.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006372475543648282, "ret_signed_m1d": 0.006372475543648282, "alpha_spy_m1d": 0.012108402578249966, "alpha_c_m1d": 0.012108402578249966, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.005735927034601684, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011422351438705514, "ret_signed_p1d": -0.011422351438705514, "alpha_spy_p1d": -0.010760576012146972, "alpha_c_p1d": -0.010760576012146972, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": -0.0006617754265585418, "ret_p1w": 0.01599136540021351, "ret_signed_p1w": 0.01599136540021351, "alpha_spy_p1w": -0.015998226914443414, "alpha_c_p1w": -0.015998226914443414, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.03198959231465692, "ret_p1m": 0.16111580883600762, "ret_signed_p1m": 0.16111580883600762, "alpha_spy_p1m": 0.07623683282840443, "alpha_c_p1m": 0.07623683282840443, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.08487897600760319, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16111580883600762, "alpha_spy_stated": 0.07623683282840443, "alpha_c_stated": 0.07623683282840443, "price_path": [-0.1149, -0.0975, -0.1101, -0.1001, -0.1008, -0.1008, -0.1228, -0.1188, -0.1111, -0.108, -0.0791, -0.0591, -0.0557, -0.0621, -0.0634, -0.0356, -0.0061, -0.0294, -0.0151, 0.0143, 0.0378, 0.0319, 0.023, -0.1031, -0.081, -0.081, -0.081, -0.0651, -0.0605, -0.0529, -0.0703, -0.0655, -0.0538, -0.066, -0.0498, -0.0502, -0.0557, -0.0329, -0.0432, -0.0596, -0.0886, -0.0708, -0.066, -0.0703, -0.0633, -0.0565, -0.052, -0.072, -0.0611, -0.0714, -0.0574, -0.033, -0.0214, -0.0175, -0.0443, -0.0787, -0.0721, -0.0681, -0.0499, -0.0499, -0.0328, -0.0299, 0.0064, 0.0, -0.0114, -0.0099, -0.0067, -0.0097, 0.016, 0.037, 0.0546, 0.0785, 0.0797, 0.0652, 0.0702, 0.0612, 0.0444, 0.077, 0.1002, 0.1044, 0.1137, 0.1338, 0.1018, 0.1081, 0.1611, 0.187, 0.1938, 0.2248, 0.3891, 0.4213, 0.4294, 0.3873, 0.3749, 0.4212, 0.4478, 0.4478, 0.4227, 0.4389, 0.4265, 0.4479, 0.4588, 0.539, 0.521, 0.5631, 0.4625, 0.4927, 0.4472, 0.4284, 0.4648, 0.4561, 0.4449, 0.4377, 0.4107, 0.4373, 0.4373, 0.4612, 0.4567, 0.4396, 0.4304, 0.4304, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2030777330428473762", "ticker_idx": 0, "ts": "2026-03-08T22:47:00+00:00", "symbol": "CL=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "crude at $110 it's going to $150 by end of week", "tweet_type": "prediction", "timeline": "days", "summary": "Crude oil rallying to $150 by end of week from current ~$110; don't overreact.", "resolved_tickers": ["CL=F"], "resolution_method": "exchange_ticker", "resolution_reason": "WTI crude futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Don’t overreact to crude at $110 it’s going to $150 by end of week.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04083565742608519, "ret_signed_m1d": -0.04083565742608519, "alpha_spy_m1d": -0.032151766454547315, "alpha_c_m1d": -0.032151766454547315, "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": -0.11944708342091537, "ret_signed_p1d": -0.11944708342091537, "alpha_spy_p1d": -0.11784006784442569, "alpha_c_p1d": -0.11784006784442569, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": -0.013400830305498657, "ret_signed_p1w": -0.013400830305498657, "alpha_spy_p1w": 0.00022198294697006737, "alpha_c_p1w": 0.00022198294697006737, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": 0.19183286851478298, "ret_signed_p1m": 0.19183286851478298, "alpha_spy_p1m": 0.21726476752067503, "alpha_c_p1m": 0.21726476752067503, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": -0.01825467752262111, "ret_signed_p3m": -0.01825467752262111, "alpha_spy_p3m": -0.13751053993154683, "alpha_c_p3m": -0.13751053993154683, "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": -0.013400830305498657, "alpha_spy_stated": 0.00022198294697006737, "alpha_c_stated": 0.00022198294697006737, "price_path": [-0.3831, -0.3922, -0.3939, -0.4004, -0.4168, -0.4097, -0.4075, -0.4021, -0.3879, -0.384, -0.3843, -0.3843, -0.4013, -0.3871, -0.3885, -0.3941, -0.3941, -0.3952, -0.3846, -0.3972, -0.4092, -0.3905, -0.3762, -0.3722, -0.3548, -0.3456, -0.3754, -0.3728, -0.3728, -0.3633, -0.3603, -0.3736, -0.3556, -0.3602, -0.3417, -0.333, -0.3097, -0.3119, -0.3443, -0.333, -0.3127, -0.3322, -0.3294, -0.3209, -0.3251, -0.318, -0.3369, -0.3364, -0.3364, -0.3423, -0.3121, -0.299, -0.2995, -0.3003, -0.3075, -0.3097, -0.3119, -0.2928, -0.2484, -0.2133, -0.2122, -0.1452, -0.0408, 0.0, -0.1194, -0.0793, 0.0101, 0.0416, -0.0134, 0.0152, 0.0164, 0.0145, 0.0375, -0.0701, -0.0255, -0.047, -0.0031, 0.0514, 0.0856, 0.0697, 0.0565, 0.177, 0.177, 0.1861, 0.1918, -0.0038, 0.0327, 0.019, 0.0455, -0.0368, -0.0367, -0.0008, -0.1152, -0.0544, -0.0279, -0.0191, 0.0114, -0.0039, 0.0169, 0.0544, 0.1278, 0.1087, 0.0757, 0.1229, 0.0791, 0.0033, 0.0004, 0.0069, 0.0348, 0.0782, 0.0659, 0.0675, 0.1124, 0.1466, 0.1372, 0.0368, 0.0167, 0.0193, 0.0193, -0.0093, -0.0643, -0.0619, -0.0782, -0.0275, -0.0107, 0.0132, -0.0183, -0.0446, -0.0366, -0.0693, -0.05, -0.0745, -0.1044, -0.1479, -0.1975, -0.1897, -0.1917, -0.1917, -0.2105, -0.2275, -0.2578, -0.2411, -0.2695, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048964901201215927", "ticker_idx": 0, "ts": "2026-04-28T03:17:55+00:00", "symbol": "4203.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's a three-bagger in 18 months and the stock is up >3% YTD", "tweet_type": "analysis", "timeline": "months", "summary": "Long Sumitomo Bakelite as a 3x in 18 months: monopoly on HBM mold compound EME-G, Rubin Ultra ramp triggers shortage, re-rating from 14x to 38x P/E.", "resolved_tickers": ["4203.T"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Specialty Chemicals'", "bench_c_industry": "Specialty Chemicals", "unit_kind": "original", "lang": "en", "tweet_text": "You think the AI bottleneck is HBM. You think it’s CoWoS. You think it’s GB200 cables or 800G optics or the Arizona power grid. You are looking at the wrong layer of the stack….\n\nThe REAL bottleneck is epoxy resin paste. Specifically, Liquid Compression Molding compound EME-G, a goopy, beige, photosensitive thermosetting resin that gets squeegeed onto HBM stacks before the mold press comes down and cures it. Without this paste, the silicon dies in an HBM stack delaminate, the TSVs crack, and your $40,000 GPU becomes an expensive paperweight.\n\nSumitomo Bakelite (4203.T) makes roughly 90% of the world’s supply. The other 10% is split between Nagase ChemteX and Hitachi Chemical, both of whom buy precursor chemicals from Sumitomo Bakelite. The moat is vertical.\n\nThe resin formulation is a trade secret developed over 38 years of iteration. It contains a specific ratio of silica filler to bisphenol-F epoxy with a coefficient of thermal expansion tuned to within 0.3 ppm/°C of silicon. Get the ratio wrong by 2% and the HBM stack warps during reflow. Samsung tried to qualify a domestic Korean alternative in 2022. They failed. SK hynix tried in 2023. They failed. Micron didn’t even try.\n\nSumitomo Bakelite ships approximately $180M of EME-G annually at a gross margin of 74%. Each HBM stack consumes roughly $6 of resin. As Nvidia’s roadmap points to more and more HBM stacks the math is clear. Feynman GPU package has 8 HBM stacks. That’s $48 of Sumitomo Bakelite content in a $70,000 GPU. They are 0.07% of the BOM and 100% of the bottleneck. This is the most asymmetric pricing power in the entire AI supply chain and they are charging like it’s commodity epoxy because the company is run by Japanese chemical engineers who think 8% annual price increases are aggressive.\n\nIn Q3 of 2026 the Nvidia Rubin Ultra ramp is scheduled and will trigger an EME-G shortage. Sumitomo Bakelite will have to raises prices 35%. The stock will get re-rated from “specialty chemicals” to “AI infrastructure.” Multiple expansion from 14× P/E to 38× P/E. It’s a three-bagger in 18 months and the stock is up >3% YTD.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0332602339181286, "ret_signed_m1d": -0.0332602339181286, "alpha_spy_m1d": -0.03815001984575972, "alpha_c_m1d": -0.040653182432461965, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": 0.007392948514333364, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.00015450932498595193, "alpha_c_p1d": 0.00856033458859684, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": -0.00856033458859684, "ret_p1w": -0.007127192982456121, "ret_signed_p1w": -0.007127192982456121, "alpha_spy_p1w": -0.024100949440335473, "alpha_c_p1w": -0.009656318412059495, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.002529125429603374, "ret_p1m": 0.22807017543859653, "ret_signed_p1m": 0.22807017543859653, "alpha_spy_p1m": 0.17359415980847803, "alpha_c_p1m": 0.2323503427328949, "bench_spy_p1m": 0.0544760156301185, "bench_c_p1m": -0.004280167294298365, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22807017543859653, "alpha_spy_stated": 0.17359415980847803, "alpha_c_stated": 0.2323503427328949, "price_path": [-0.0196, -0.0178, -0.0174, -0.0125, -0.0015, -0.0212, -0.018, 0.0151, 0.0107, 0.0107, 0.0562, 0.0218, 0.0306, 0.0248, 0.0465, 0.0618, 0.0449, 0.0449, 0.0581, 0.0757, 0.0848, 0.0868, 0.0732, 0.0357, -0.0319, -0.0013, 0.0057, -0.0624, -0.0243, 0.0028, -0.0232, -0.0362, -0.0362, -0.0358, -0.018, -0.0804, -0.0804, -0.1117, -0.0916, -0.081, -0.0826, -0.0974, -0.1237, -0.1177, -0.0654, -0.0998, -0.0861, -0.0938, -0.0903, -0.0506, -0.0541, -0.0338, -0.0362, -0.0347, -0.0408, -0.0265, -0.0515, -0.0568, -0.0329, -0.0473, -0.0599, -0.0433, -0.0333, 0.0, 0.0, 0.0051, -0.0071, -0.0071, -0.0071, -0.0071, 0.0355, 0.0135, 0.1396, 0.2228, 0.2167, 0.2244, 0.201, 0.182, 0.1546, 0.1531, 0.2096, 0.2363, 0.2418, 0.2401, 0.2281, 0.222, 0.261, 0.2546, 0.2303, 0.2378, 0.2133, 0.1897, 0.1402, 0.1431, 0.1173, 0.1577, 0.1842, 0.2414, 0.2345, 0.2761, 0.3456, 0.409, 0.411, 0.3511, 0.3302, 0.3874, 0.3918, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2032592286601945206", "ticker_idx": 0, "ts": "2026-03-13T22:58:59+00:00", "symbol": "CL=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been slowly accumulating oil futures and I now control enough of the open interest that there isn't enough physical supply at Cushing to make me whole", "tweet_type": "prediction", "timeline": "days", "summary": "Long WTI crude via accumulated futures; attempting a short squeeze on Treasury ahead of front-month expiry next Friday.", "resolved_tickers": ["CL=F"], "resolution_method": "exchange_ticker", "resolution_reason": "WTI crude futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Next Friday, the front month WTI crude oil futures expire.\n\nThe U.S. Treasury department will be forced to cover their shorts or otherwise deliver millions of barrels of oil to contract holders at Cushing, Oklahoma.\n\nMy plan? \n\nIt’s simple. I’ve been slowly accumulating oil futures and I now control enough of the open interest that there isn’t enough physical supply at Cushing to make me whole.\n\nThe U.S. Treasury has two choices:\n\n1. Buy back their shorts from me. At my price.\n\n2. Show up to Cushing, Oklahoma with a very large truck.\n\nThe SPR is in Louisiana. Cushing is in Oklahoma. That’s a 500 mile drive.\n\nGood luck, Bessent.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.055721915341953476, "ret_signed_m1d": 0.055721915341953476, "alpha_spy_m1d": 0.06579625515605259, "alpha_c_m1d": 0.06579625515605259, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.01007433981409911, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02898394742751509, "ret_signed_p1d": 0.02898394742751509, "alpha_spy_p1d": 0.0263534024364096, "alpha_c_p1d": 0.0263534024364096, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.002630544991105488, "ret_p1w": -0.05743318445542278, "ret_signed_p1w": -0.05743318445542278, "alpha_spy_p1w": -0.03970575814865218, "alpha_c_p1w": -0.03970575814865218, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0177274263067706, "ret_p1m": -0.023743328563669786, "ret_signed_p1m": -0.023743328563669786, "alpha_spy_p1m": -0.06458840466989824, "alpha_c_p1m": -0.06458840466989824, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04084507610622845, "ret_p3m": -0.06192514348157585, "ret_signed_p3m": -0.06192514348157585, "alpha_spy_p3m": -0.1676675125899053, "alpha_c_p3m": -0.1676675125899053, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.10574236910832946, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.05743318445542278, "alpha_spy_stated": -0.03970575814865218, "alpha_c_stated": -0.03970575814865218, "price_path": [-0.4017, -0.3995, -0.394, -0.3796, -0.3756, -0.3759, -0.3759, -0.3932, -0.3788, -0.3802, -0.3859, -0.3859, -0.387, -0.3763, -0.389, -0.4012, -0.3822, -0.3677, -0.3636, -0.346, -0.3367, -0.367, -0.3643, -0.3643, -0.3547, -0.3517, -0.3651, -0.3468, -0.3516, -0.3327, -0.324, -0.3003, -0.3026, -0.3354, -0.324, -0.3033, -0.3231, -0.3203, -0.3117, -0.3159, -0.3088, -0.3279, -0.3274, -0.3274, -0.3334, -0.3028, -0.2895, -0.2899, -0.2908, -0.2981, -0.3003, -0.3026, -0.2832, -0.2382, -0.2026, -0.2015, -0.1336, -0.0278, 0.0136, -0.1075, -0.0668, 0.0239, 0.0557, 0.0, 0.029, 0.0302, 0.0282, 0.0516, -0.0574, -0.0123, -0.034, 0.0105, 0.0657, 0.1003, 0.0843, 0.0708, 0.1929, 0.1929, 0.2022, 0.208, 0.0097, 0.0467, 0.0328, 0.0597, -0.0237, -0.0236, 0.0127, -0.1032, -0.0416, -0.0147, -0.0058, 0.0251, 0.0096, 0.0307, 0.0688, 0.1431, 0.1237, 0.0903, 0.1382, 0.0938, 0.0169, 0.014, 0.0205, 0.0489, 0.0928, 0.0804, 0.082, 0.1275, 0.1621, 0.1526, 0.0509, 0.0305, 0.0332, 0.0332, 0.0042, -0.0516, -0.0492, -0.0657, -0.0143, 0.0028, 0.027, -0.0049, -0.0317, -0.0235, -0.0567, -0.0371, -0.0619, -0.0922, -0.1364, -0.1866, -0.1787, -0.1807, -0.1807, -0.1998, -0.217, -0.2477, -0.2308, -0.2596, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048521853883531686", "ticker_idx": 0, "ts": "2026-04-26T21:57:24+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market is still not pricing packaging wins, that I project by 2028 will be bringing in 40B a year in revenue", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish INTC: market underpricing packaging business, author projects $40B annual packaging revenue by 2028.", "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": "Again… Intel is not a CPU bottleneck story. Market is still not pricing packaging wins, that I project by 2028 will be bringing in 40B a year in revenue.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028826885631522026, "ret_signed_m1d": -0.028826885631522026, "alpha_spy_m1d": -0.02710706068745483, "alpha_c_m1d": -0.029182419689731787, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005530076862179545, "ret_signed_p1d": -0.005530076862179545, "alpha_spy_p1d": -0.000664084595060066, "alpha_c_p1d": 0.02419776657841599, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.12695612644705134, "ret_signed_p1w": 0.12695612644705134, "alpha_spy_p1w": 0.12298504209485728, "alpha_c_p1w": 0.1259092359775824, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.4533474496735088, "ret_signed_p1m": 0.4533474496735088, "alpha_spy_p1m": 0.4038206838924465, "alpha_c_p1m": 0.26395859210365935, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4261, -0.4275, -0.4532, -0.4257, -0.4205, -0.4282, -0.4324, -0.4048, -0.4089, -0.4455, -0.4318, -0.4531, -0.4495, -0.4495, -0.4566, -0.4651, -0.475, -0.481, -0.4866, -0.4573, -0.4484, -0.4651, -0.4633, -0.4646, -0.4929, -0.4637, -0.4593, -0.4891, -0.4637, -0.4496, -0.4355, -0.4676, -0.4615, -0.4616, -0.4816, -0.4702, -0.4566, -0.4838, -0.4822, -0.4816, -0.4449, -0.4811, -0.4925, -0.5154, -0.4808, -0.4349, -0.4072, -0.4072, -0.4025, -0.3775, -0.3064, -0.2738, -0.266, -0.2331, -0.2492, -0.2359, -0.194, -0.194, -0.227, -0.2204, -0.232, -0.2143, -0.0288, 0.0, -0.0055, 0.1148, 0.1117, 0.1721, 0.127, 0.2725, 0.3297, 0.2898, 0.4698, 0.523, 0.4191, 0.4153, 0.364, 0.2798, 0.2727, 0.3037, 0.3997, 0.3943, 0.41, 0.41, 0.4533, 0.4328, 0.4224, 0.3493, 0.2864, 0.2699, 0.3262, 0.3152, 0.1668, 0.2974, 0.2698, 0.2594, 0.3762, 0.4657, 0.5044, 0.3772, 0.4249, 0.5765, 0.5765, 0.6583, 0.5564, 0.549, 0.5634, 0.5634, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2046704900936184296", "ticker_idx": 0, "ts": "2026-04-21T21:37:28+00:00", "symbol": "ADBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Adobe is probably not even worth a 25B market cap if we are being honest", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ADBE; author argues true fair value is well below $25B market cap.", "resolved_tickers": ["ADBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Bearish\n\n---\n\nAdobe is probably not even worth a 25B market cap if we are being honest.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.034226809729090646, "ret_signed_m1d": 0.034226809729090646, "alpha_spy_m1d": 0.024201619845620415, "alpha_c_m1d": 0.024201619845620415, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.010025189883470231, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06626555658391042, "ret_signed_p1d": 0.06626555658391042, "alpha_spy_p1d": 0.06238481571551202, "alpha_c_p1d": 0.06238481571551202, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": -0.0038807408683984024, "ret_p1w": -0.048331620689186394, "ret_signed_p1w": 0.048331620689186394, "alpha_spy_p1w": 0.04885181755177803, "alpha_c_p1w": 0.04885181755177803, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.0005201968625916376, "ret_p1m": -0.046260827635184576, "ret_signed_p1m": 0.046260827635184576, "alpha_spy_p1m": 0.09056549367026157, "alpha_c_p1m": 0.09056549367026157, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.04430466603507699, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.046260827635184576, "alpha_spy_stated": 0.09056549367026157, "alpha_c_stated": 0.09056549367026157, "price_path": [0.1763, 0.1906, 0.1621, 0.1705, 0.1395, 0.1458, 0.1463, 0.0625, 0.0929, 0.0526, 0.0486, 0.0428, 0.0341, 0.0048, 0.0256, 0.0314, 0.0314, 0.0176, 0.0282, 0.0128, 0.0104, -0.0362, -0.003, 0.0073, 0.0121, 0.0253, 0.0193, 0.0588, 0.0671, 0.1008, 0.1082, 0.1035, 0.075, 0.0694, 0.0541, -0.0259, -0.0159, -0.0068, -0.0388, -0.0389, -0.0304, -0.0324, -0.0667, -0.073, -0.0588, -0.0824, -0.0579, -0.0502, -0.0569, -0.0509, -0.0509, -0.0452, -0.0617, -0.065, -0.1016, -0.1195, -0.0619, -0.079, -0.0441, -0.0304, -0.0449, -0.0286, -0.0342, 0.0, -0.0663, -0.041, -0.065, -0.0498, -0.0483, -0.0384, -0.0204, -0.0077, -0.0013, -0.0225, 0.0022, -0.0113, -0.0383, -0.059, -0.0776, -0.074, -0.0326, -0.0012, -0.0037, -0.01, -0.0463, -0.0437, -0.0437, -0.0604, -0.0692, -0.0567, 0.0128, 0.0707, 0.0241, 0.0012, 0.0097, -0.0176, -0.0428, -0.0706, -0.0881, -0.1451, -0.2029, -0.1937, -0.19, -0.2331, -0.2375, -0.2375, -0.2385, -0.2286, -0.232, -0.2443, -0.2443, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2028686727678951619", "ticker_idx": 0, "ts": "2026-03-03T04:19:41+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Yes the price target is $72 a share by end of year", "tweet_type": "prediction", "timeline": "months", "summary": "Long Intel with $72 price target by year-end.", "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": "@CopePandah @GZQuant Yes the price target is $72 a share by end of year", "reply_text": null, "parent_text": "@bubbleboi @GZQuant Are you still bull intel - and do you have a price target / time horizon 🫣", "quoted_text": null, "parent_author": "CopePandah", "ret_m1d": 0.055684492131013785, "ret_signed_m1d": 0.055684492131013785, "alpha_spy_m1d": 0.04679185932167407, "alpha_c_m1d": 0.01648330258068964, "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": 0.05754068317247585, "ret_signed_p1d": 0.05754068317247585, "alpha_spy_p1d": 0.05048532721417831, "alpha_c_p1d": 0.03698115625815057, "bench_spy_p1d": 0.007055355958297538, "bench_c_p1d": 0.020559526914325277, "ret_p1w": 0.08538284072992242, "ret_signed_p1w": 0.08538284072992242, "alpha_spy_p1w": 0.09001305618222255, "alpha_c_p1w": 0.06934952345682954, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": 0.016033317273092873, "ret_p1m": 0.11438516194231285, "ret_signed_p1m": 0.11438516194231285, "alpha_spy_p1m": 0.14863412734106218, "alpha_c_p1m": 0.11205814392003854, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": 0.0023270180222743075, "ret_p3m": 1.660788964390198, "ret_signed_p3m": 1.660788964390198, "alpha_spy_p3m": 1.545821394748242, "alpha_c_p3m": 1.1292337134953743, "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": 0.11438516194231285, "alpha_spy_stated": 0.14863412734106218, "alpha_c_stated": 0.11205814392003854, "price_path": [-0.0603, -0.0392, -0.065, -0.0603, -0.0538, -0.0833, -0.1227, -0.1297, -0.1343, -0.1636, -0.1582, -0.1457, -0.1561, -0.1566, -0.161, -0.161, -0.1601, -0.149, -0.1346, -0.1439, -0.1439, -0.0863, -0.0865, -0.071, -0.0109, -0.0462, 0.0568, 0.0223, 0.0972, 0.1304, 0.1211, 0.0896, 0.0896, 0.1267, 0.2587, 0.2603, 0.0457, -0.0142, 0.0193, 0.1318, 0.129, 0.0782, 0.1325, 0.1427, 0.1276, 0.1193, 0.1738, 0.1657, 0.0935, 0.1204, 0.0784, 0.0856, 0.0856, 0.0715, 0.0548, 0.0353, 0.0234, 0.0123, 0.0701, 0.0877, 0.0548, 0.0582, 0.0557, 0.0, 0.0575, 0.0661, 0.0074, 0.0575, 0.0854, 0.1132, 0.0499, 0.0619, 0.0617, 0.0223, 0.0448, 0.0715, 0.0179, 0.0211, 0.0223, 0.0947, 0.0232, 0.0007, -0.0443, 0.0239, 0.1144, 0.1689, 0.1689, 0.1782, 0.2276, 0.3677, 0.432, 0.4473, 0.5123, 0.4805, 0.5067, 0.5893, 0.5893, 0.5244, 0.5374, 0.5144, 0.5494, 0.9151, 0.9719, 0.961, 1.1984, 1.1921, 1.3114, 1.2223, 1.5093, 1.622, 1.5434, 1.8984, 2.0032, 1.7984, 1.791, 1.6898, 1.5237, 1.5097, 1.5708, 1.7601, 1.7494, 1.7805, 1.7805, 1.8659, 1.8253, 1.8049, 1.6608, 1.5367, 1.5042, 1.6151, 1.5935, 1.3009, 1.5585, 1.5039, 1.4835, 1.7137, 1.8903, 1.9666, 1.7158, 1.8097, 2.1088, 2.1088, 2.2701, 2.0691, 2.0545, 2.0828, 2.0828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039457069229813951", "ticker_idx": 0, "ts": "2026-04-01T21:37:11+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hugely bullish signal", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author views Intel's $14.2B Ireland plant buyback as a hugely bullish signal for INTC.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Hugely bullish signal", "reply_text": null, "parent_text": null, "quoted_text": "Intel agreed to pay $14.2 billion to buy back half of a plant in Ireland that it had previously sold to Apollo Global Management. https://t.co/usmMFsrHti", "parent_author": null, "ret_m1d": -0.04664553868589816, "ret_signed_m1d": -0.04664553868589816, "alpha_spy_m1d": -0.045745889252466476, "alpha_c_m1d": -0.045753394270672376, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.0008921444152257818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.22508931941577126, "ret_signed_p1w": 0.22508931941577126, "alpha_spy_p1w": 0.18837257518754202, "alpha_c_p1w": 0.1282551291498144, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.09683419026595685, "ret_p1m": 0.9773719855998588, "ret_signed_p1m": 0.9773719855998588, "alpha_spy_p1m": 0.878535390376417, "alpha_c_p1m": 0.6778715833608868, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.299500402238972, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9773719855998588, "alpha_spy_stated": 0.878535390376417, "alpha_c_stated": 0.6778715833608868, "price_path": [-0.2185, -0.2052, -0.1538, -0.184, -0.0959, -0.1254, -0.0613, -0.0329, -0.0409, -0.0679, -0.0679, -0.0361, 0.0768, 0.0782, -0.1054, -0.1566, -0.128, -0.0318, -0.0341, -0.0776, -0.0312, -0.0224, -0.0353, -0.0425, 0.0042, -0.0028, -0.0645, -0.0415, -0.0774, -0.0713, -0.0713, -0.0834, -0.0977, -0.1143, -0.1245, -0.134, -0.0846, -0.0695, -0.0977, -0.0947, -0.0969, -0.1445, -0.0953, -0.0879, -0.1382, -0.0953, -0.0715, -0.0476, -0.1018, -0.0915, -0.0917, -0.1254, -0.1062, -0.0834, -0.1292, -0.1264, -0.1254, -0.0635, -0.1247, -0.1439, -0.1824, -0.1241, -0.0466, 0.0, 0.0, 0.0079, 0.0502, 0.1701, 0.2251, 0.2382, 0.2938, 0.2666, 0.289, 0.3597, 0.3597, 0.3041, 0.3152, 0.2956, 0.3255, 0.6383, 0.687, 0.6776, 0.8807, 0.8753, 0.9774, 0.9012, 1.1467, 1.2432, 1.1759, 1.4796, 1.5693, 1.394, 1.3877, 1.3011, 1.159, 1.1471, 1.1993, 1.3613, 1.3521, 1.3787, 1.3787, 1.4518, 1.417, 1.3996, 1.2763, 1.1701, 1.1423, 1.2372, 1.2187, 0.9684, 1.1888, 1.1421, 1.1247, 1.3216, 1.4726, 1.5379, 1.3233, 1.4037, 1.6596, 1.6596, 1.7975, 1.6256, 1.6131, 1.6374, 1.6374, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044827388207649205", "ticker_idx": 0, "ts": "2026-04-16T17:16:55+00:00", "symbol": "Sandisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sandisk at a 17x forward P/E w/ 60% Revenue growth is the best deal in history. My low end estimate is a $300B market cap", "tweet_type": "prediction", "timeline": "years", "summary": "Long Sandisk: 17x P/E with 60% revenue growth is best deal in history; 16x NAND density + 50x bandwidth makes it the next major AI company, PT $300B market cap.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk (spun from WDC), Nasdaq: SNDK", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "This is going to sound crazy.\n\nBut Sandisk at a 17x forward P/E w/ 60% Revenue growth is the best deal in history. A lot of people are scared because it ran up so much. Bro, what do you think happens when they 16x the density of NAND & 50x the bandwidth?\n\nWe are looking at the next big AI company my low end estimate is a $300B market cap.\n\n---\n\nAlso there is this idea it’s just a shortage. Bro this is the new era, HBM is becoming less of the picture.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030180430991976204, "ret_signed_m1d": -0.030180430991976204, "alpha_spy_m1d": -0.0277291071000364, "alpha_c_m1d": -0.018866097982700114, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.01131433300927609, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001653147552048484, "ret_signed_p1d": 0.001653147552048484, "alpha_spy_p1d": -0.010432538549595582, "alpha_c_p1d": -0.01367378007412623, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.015326927626174713, "ret_p1w": 0.014095100857666631, "ret_signed_p1w": 0.014095100857666631, "alpha_spy_p1w": 0.004418005308448603, "alpha_c_p1w": -0.011033133542415863, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.025128234400082494, "ret_p1m": 0.5308928297844828, "ret_signed_p1m": 0.5308928297844828, "alpha_spy_p1m": 0.4774338581073554, "alpha_c_p1m": 0.3714402044086129, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.1594526253758699, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5502, -0.5072, -0.4548, -0.4525, -0.4847, -0.488, -0.4764, -0.4262, -0.4135, -0.3733, -0.2765, -0.2436, -0.3643, -0.3733, -0.3497, -0.3655, -0.4109, -0.3482, -0.3145, -0.3186, -0.3186, -0.3577, -0.347, -0.3245, -0.2931, -0.2751, -0.3056, -0.3122, -0.291, -0.309, -0.3267, -0.3851, -0.3485, -0.3849, -0.4265, -0.3597, -0.3269, -0.2872, -0.327, -0.2804, -0.2347, -0.2168, -0.1803, -0.1603, -0.2281, -0.236, -0.236, -0.2628, -0.344, -0.3302, -0.3774, -0.309, -0.2466, -0.237, -0.237, -0.2119, -0.2269, -0.1507, -0.0738, -0.0736, 0.0359, 0.0272, -0.0302, 0.0, 0.0017, -0.007, -0.0174, 0.0648, 0.0141, 0.0766, 0.1639, 0.0901, 0.1574, 0.1925, 0.291, 0.3659, 0.5295, 0.5335, 0.4573, 0.6992, 0.6831, 0.5792, 0.574, 0.5038, 0.5309, 0.4498, 0.5044, 0.5145, 0.6773, 0.6082, 0.6082, 0.7288, 0.7292, 0.7854, 0.8434, 0.9157, 0.8667, 0.9919, 0.9138, 0.6959, 0.7858, 0.7907, 0.7871, 1.0463, 1.1535, 1.2925, 1.166, 1.1304, 1.3761, 1.3761, 1.4729, 1.1356, 1.0821, 1.5395, 1.5395, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042653079892561992", "ticker_idx": 0, "ts": "2026-04-10T17:16:59+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am dropping a short thesis on Nvidia today that will make the stock drop considerably.", "tweet_type": "prediction", "timeline": "days", "summary": "Author claims an imminent short thesis on Nvidia will cause considerable stock decline.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I am dropping a short thesis on Nvidia today that will make the stock drop considerably. \n\nBe careful folks!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025022544748339093, "ret_signed_m1d": 0.025022544748339093, "alpha_spy_m1d": 0.025684758411626984, "alpha_c_m1d": 0.009984073656074122, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003604892099032586, "ret_signed_p1d": -0.003604892099032586, "alpha_spy_p1d": 0.006167555147449155, "alpha_c_p1d": 0.011181757284957738, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.06918295888331927, "ret_signed_p1w": -0.06918295888331927, "alpha_spy_p1w": -0.024029407358404198, "alpha_c_p1w": -0.0067401863270097895, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.1633355780222414, "ret_signed_p1m": -0.1633355780222414, "alpha_spy_p1m": -0.07526566382182454, "alpha_c_p1m": 0.15581382482850614, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.06918295888331927, "alpha_spy_stated": -0.024029407358404198, "alpha_c_stated": -0.0067401863270097895, "price_path": [-0.015, -0.0292, -0.0084, -0.0128, -0.0128, -0.056, -0.0282, -0.0201, -0.0051, -0.0115, -0.0006, 0.0153, 0.0205, 0.0132, -0.0161, -0.044, -0.0766, -0.0888, -0.0171, 0.0074, -0.0005, 0.0075, -0.009, -0.0309, -0.0309, -0.0195, -0.0035, -0.0039, 0.0063, 0.0154, 0.0223, 0.0367, -0.0199, -0.0607, -0.0327, -0.0455, -0.0297, -0.0281, -0.0574, -0.0318, -0.0205, -0.0138, -0.0291, -0.0444, -0.0287, -0.0355, -0.0436, -0.0534, -0.0845, -0.0689, -0.0712, -0.0527, -0.0922, -0.1119, -0.1244, -0.0754, -0.0683, -0.0596, -0.0596, -0.0583, -0.0558, -0.0347, -0.025, 0.0, 0.0036, 0.0418, 0.0543, 0.0515, 0.0692, 0.0712, 0.0596, 0.0735, 0.0584, 0.1041, 0.1483, 0.1301, 0.1093, 0.058, 0.0521, 0.0522, 0.0417, 0.1018, 0.1212, 0.1409, 0.1633, 0.1704, 0.1972, 0.2497, 0.1945, 0.1786, 0.1695, 0.1847, 0.1637, 0.1415, 0.1415, 0.1391, 0.1271, 0.1358, 0.1193, 0.1894, 0.1813, 0.1385, 0.1606, 0.0886, 0.1074, 0.105, 0.0637, 0.0874, 0.0891, 0.1276, 0.1008, 0.0862, 0.1183, 0.1183, 0.1074, 0.0617, 0.0562, 0.0389, 0.0389, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2051769213229088987", "ticker_idx": 0, "ts": "2026-05-05T21:01:15+00:00", "symbol": "FLEX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "JetCool allows them to cool 3 kW in package nobody else is on the market with that. They also have an agreement with Broadcom to do cooling codesign for all their ASICs and I expect because of the edge they dominate the niche for a few years", "tweet_type": "analysis", "timeline": "years", "summary": "Long FLEX: JetCool's unique 3kW in-package cooling + Broadcom ASIC codesign agreement gives FLEX multi-year dominance in advanced cooling niche driven by Feynman voltage/packaging demands.", "resolved_tickers": ["FLEX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "My view is on Feynman but wouldn’t surprise me with VR Ultra that Flex because the design partner for Nvidia’s cooling blocks.\n\nCooling was a commodity right now but JetCool allows them to cool 3 kW in package nobody else is on the market with that. They also have an agreement with Broadcom to do cooling codesign for all their ASICs and I expect because of the edge they dominate the niche for a few years.\n\nUpping voltages on Feynman is going to lead to massive demand for cooling from the power rails but also in the package. Advanced packaging scaling to more and more reticles means more cooling directed at hot spots.", "reply_text": null, "parent_text": "@bubbleboi From what I was able to find, only $FLEX $INTC and $MSFT (through their initiative with Corintis) actually have ready &amp; deployable at scale next generation cooling (in-sillicon).\n\nThat would lead to $FLEX getting incrementally more orders due to their full data center suite", "quoted_text": null, "parent_author": "rosyprosperity", "ret_m1d": -0.28412380311144303, "ret_signed_m1d": -0.28412380311144303, "alpha_spy_m1d": -0.27041494827142065, "alpha_c_m1d": -0.2582460144869241, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.02587778862451895, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012766282752516678, "ret_signed_p1d": -0.012766282752516678, "alpha_spy_p1d": -0.009700200333446096, "alpha_c_p1d": -0.010766698752243564, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.0019995840002731136, "ret_p1w": 0.06731988133185118, "ret_signed_p1w": 0.06731988133185118, "alpha_spy_p1w": 0.055764096960440934, "alpha_c_p1w": 0.027209241577281995, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.04011063975456919, "ret_p1m": 0.18392339913235656, "ret_signed_p1m": 0.18392339913235656, "alpha_spy_p1m": 0.15222664951827491, "alpha_c_p1m": 0.04782976235582437, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.1360936367765322, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5251, -0.5096, -0.5228, -0.5187, -0.5354, -0.5232, -0.5232, -0.5219, -0.5115, -0.5167, -0.5125, -0.5302, -0.5181, -0.5126, -0.5308, -0.5322, -0.5139, -0.5318, -0.5254, -0.5286, -0.5553, -0.5448, -0.5479, -0.5295, -0.5302, -0.5291, -0.5216, -0.5147, -0.5291, -0.5117, -0.5425, -0.5173, -0.4871, -0.4803, -0.5193, -0.519, -0.5504, -0.5141, -0.4935, -0.4909, -0.4909, -0.4975, -0.4937, -0.4568, -0.4433, -0.4304, -0.4188, -0.4052, -0.4179, -0.4068, -0.3926, -0.3745, -0.3681, -0.366, -0.355, -0.3215, -0.3314, -0.3531, -0.3275, -0.3205, -0.3194, -0.3183, -0.2841, 0.0, -0.0128, 0.0552, 0.0767, 0.0368, 0.0673, 0.0658, 0.0232, -0.0371, -0.0626, -0.0238, -0.0272, -0.0168, -0.0168, 0.0632, 0.0821, 0.0751, 0.1191, 0.0986, 0.1833, 0.202, 0.1839, 0.1276, 0.1195, 0.0926, 0.0353, 0.1281, 0.1112, 0.1075, 0.0906, 0.0623, 0.0956, 0.0956, 0.1565, 0.1271, 0.1187, 0.1971, 0.1971, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038744297546379296", "ticker_idx": 0, "ts": "2026-03-30T22:24:53+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I told y'all to short EWY like your life depended on it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Reiterates strong short on EWY (South Korea ETF) citing deteriorating conditions in Korea.", "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": "quote", "lang": "en", "tweet_text": "I told y’all to short EWY like your life depended on it.", "reply_text": null, "parent_text": null, "quoted_text": "\"South Korea has already imposed driving restrictions on civil servants, curbing how often they can access government buildings by car based on the last number of their license plates.\" https://t.co/u8BHPpQXNw", "parent_author": null, "ret_m1d": -0.05349160000637587, "ret_signed_m1d": 0.05349160000637587, "alpha_spy_m1d": 0.025244808175411193, "alpha_c_m1d": 0.025244808175411193, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.02824679183096468, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02609543149928295, "ret_signed_p1d": -0.02609543149928295, "alpha_spy_p1d": -0.01856094008897946, "alpha_c_p1d": -0.01856094008897946, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.00753449141030349, "ret_p1w": 0.03398097904710662, "ret_signed_p1w": -0.03398097904710662, "alpha_spy_p1w": -0.020326683436664217, "alpha_c_p1w": -0.020326683436664217, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.013654295610442402, "ret_p1m": 0.2516055933676058, "ret_signed_p1m": -0.2516055933676058, "alpha_spy_p1m": -0.15743945856122887, "alpha_c_p1m": -0.15743945856122887, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.09416613480637692, "ret_p3m": 0.6665311473856221, "ret_signed_p3m": -0.6665311473856221, "alpha_spy_p3m": -0.5345206477436928, "alpha_c_p3m": -0.5345206477436928, "bench_spy_p3m": 0.13201049964192935, "bench_c_p3m": 0.13201049964192935, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2516055933676058, "alpha_spy_stated": -0.15743945856122887, "alpha_c_stated": -0.15743945856122887, "price_path": [-0.2097, -0.169, -0.1478, -0.1252, -0.1299, -0.1335, -0.1148, -0.1145, -0.1258, -0.1087, -0.0972, -0.0877, -0.0877, -0.0979, -0.0598, -0.0571, -0.041, -0.0463, -0.0025, 0.0207, 0.0121, -0.0049, -0.0169, 0.0106, -0.0224, -0.0228, 0.0138, 0.0247, 0.0117, 0.0617, 0.0633, 0.0891, 0.0891, 0.0624, 0.0806, 0.0992, 0.1534, 0.1324, 0.1751, 0.2104, 0.2227, 0.2306, 0.1994, 0.0758, 0.0924, 0.0222, 0.0302, 0.0884, 0.0593, 0.08, 0.004, 0.0093, 0.082, 0.0928, 0.0721, 0.096, 0.0225, 0.0878, 0.0467, 0.0385, -0.0246, -0.0165, -0.0535, 0.0, 0.0261, -0.0011, -0.0011, 0.0238, 0.034, 0.1387, 0.1323, 0.1278, 0.1481, 0.1924, 0.1781, 0.1988, 0.2384, 0.2201, 0.1933, 0.2666, 0.2242, 0.2566, 0.2741, 0.2549, 0.2516, 0.3069, 0.317, 0.3299, 0.4102, 0.4794, 0.4369, 0.5462, 0.5678, 0.4511, 0.5335, 0.5488, 0.454, 0.4316, 0.4147, 0.4642, 0.5155, 0.4798, 0.4798, 0.6312, 0.612, 0.678, 0.6733, 0.7616, 0.744, 0.7312, 0.6582, 0.4242, 0.5091, 0.4962, 0.4507, 0.6173, 0.6052, 0.719, 0.6739, 0.6672, 0.782, 0.782, 0.7805, 0.5625, 0.6036, 0.6665, 0.6665, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018428391305990310", "ticker_idx": 0, "ts": "2026-02-02T20:56:43+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short the stock.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short Oracle on negative free cash flow outlook until 2030.", "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": "Short the stock.", "reply_text": null, "parent_text": null, "quoted_text": "Oracle's free cash flows isn't expected to go positive again until 2030 https://t.co/WCAPamfTiz https://t.co/H9X5qJw8H7", "parent_author": null, "ret_m1d": 0.028239436734246448, "ret_signed_m1d": -0.028239436734246448, "alpha_spy_m1d": -0.03318606866219587, "alpha_c_m1d": -0.03318606866219587, "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": -0.033674814647366214, "ret_signed_p1d": 0.033674814647366214, "alpha_spy_p1d": 0.02521942874619365, "alpha_c_p1d": 0.02521942874619365, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.021679329635767353, "ret_signed_p1w": 0.021679329635767353, "alpha_spy_p1w": 0.019579865469422475, "alpha_c_p1w": 0.019579865469422475, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.06903657957580955, "ret_signed_p1m": 0.06903657957580955, "alpha_spy_p1m": 0.04735167531786966, "alpha_c_p1m": 0.04735167531786966, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": 0.01183103749355574, "ret_signed_p3m": -0.01183103749355574, "alpha_spy_p3m": 0.024424822194402784, "alpha_c_p3m": 0.024424822194402784, "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": 0.06903657957580955, "alpha_spy_stated": 0.04735167531786966, "alpha_c_stated": 0.04735167531786966, "price_path": [0.5597, 0.5192, 0.4909, 0.5007, 0.4715, 0.4144, 0.3557, 0.3886, 0.37, 0.3739, 0.4053, 0.3128, 0.2385, 0.248, 0.2277, 0.2771, 0.2771, 0.2584, 0.2521, 0.2531, 0.2944, 0.3355, 0.3558, 0.3742, 0.3804, 0.3896, 0.2391, 0.1837, 0.1523, 0.1755, 0.112, 0.1218, 0.1962, 0.2361, 0.2172, 0.2306, 0.2306, 0.2337, 0.2174, 0.2289, 0.2145, 0.2145, 0.2195, 0.2001, 0.2073, 0.2016, 0.1817, 0.2403, 0.2788, 0.2638, 0.2096, 0.1861, 0.1939, 0.1939, 0.1241, 0.0863, 0.1132, 0.1068, 0.1398, 0.0927, 0.0796, 0.0559, 0.0282, 0.0, -0.0337, -0.0837, -0.1473, -0.1077, -0.0217, -0.0011, -0.0181, -0.0224, 0.0005, 0.0005, -0.038, -0.0243, -0.022, -0.0748, -0.1171, -0.087, -0.076, -0.0609, -0.0916, -0.0675, -0.069, -0.048, -0.0329, -0.0444, -0.0531, -0.0666, 0.0191, -0.0056, -0.0309, -0.0256, -0.0335, -0.0447, -0.0284, -0.0649, -0.0357, -0.081, -0.0877, -0.1078, -0.1275, -0.1328, -0.0809, -0.0927, -0.0855, -0.0855, -0.0907, -0.1055, -0.1025, -0.1357, -0.1342, -0.0243, 0.0219, 0.0646, 0.1181, 0.0975, 0.1133, 0.1358, 0.1755, 0.1052, 0.0864, 0.0844, 0.0405, 0.0271, 0.0118, 0.0773, 0.1303, 0.162, 0.2165, 0.22, 0.2285, 0.2153, 0.1713, 0.1897, 0.2264, 0.2097, 0.1699, 0.1377, 0.1797, 0.1898, 0.2042, 0.2042, 0.2104, 0.1972, 0.2771, 0.4155, 0.5558, 0.5334, 0.444, 0.4817, 0.3397, 0.328, 0.2903, 0.2618, 0.1542, 0.1544, 0.2078, 0.1807, 0.1506, 0.1554, 0.1554, 0.0976, 0.0355, -0.0124, -0.0442, -0.0442, 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:2031865816271241703", "ticker_idx": 0, "ts": "2026-03-11T22:52:15+00:00", "symbol": "BZ=F", "kind": "commodity", "geography": "global", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The case for $200 a barrel oil by my analysis", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish oil to $200/bbl: Hormuz closure + physical infrastructure destruction + no spare capacity + both chokepoints compromised = sustained 15-20% global supply shock with no functional offset.", "resolved_tickers": ["BZ=F"], "resolution_method": "exchange_ticker", "resolution_reason": "Brent crude futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "The case for $200 a barrel oil by my analysis. \n\nFirstly you must understand that on the demand side the world consumes roughly 100 million barrels of oil per day with 20 million of those barrels flowing through the Strait of Hormuz. \n\nThat straight is closed. \n\nAnd the scary party about this is Iran didn’t need a navy to shut it down. All it took was a handful of cheap drones fired near the waterway, and within 48 hours insurers pulled war-risk coverage, and 150 tankers dropped anchor rather than risk the crossing. This is a VERY high ROI strategy for Iran, very little capital is needed to maintain a closure now because the market priced the risk accordingly making it economically untenable. \n\nNow with that being said and what makes this structurally different from prior scares to me is that there is no spare capacity sitting on the sidelines and this is KEY. Saudi Arabia, UAE, Kuwait, and Iraq can’t backfill supply because they can’t export. 89% of Saudi exports, 97% of Iraq’s, and 100% of Kuwait’s and Qatar’s flow through that strait. \n\nWhat this means is the fucking oil Storage tanks across the Gulf are filling up rapidly ! Which means producers aren’t just losing export revenue they’re being forced to curtail production entirely because there is literally nowhere to store the oil. The Iranian attacks on the physical infrastructure only compounds this! \n\nSaudi Aramco’s Ras Tanura refinery which processes 550,000 bpd and is one of the world’s largest crude export terminals was shut down after drone strikes ignited a fire at the complex. Qatar’s Ras Laffan facility, which produces roughly 20% of the world’s LNG, halted all production following Iranian attacks. Refineries in Bahrain, Kuwait, and the UAE were also hit. This is physical destruction of processing and export infrastructure across six countries simultaneously.\n\nBringing that capacity back online isn’t a switch you flip. Industrial-scale refinery damage typically takes three to six months to repair under normal peacetime conditions, with full supply chains available and no ongoing threat of additional strikes. In an active war that timeline extends materially. Qatar’s largest LNG customers in Japan, South Korea, and Europe are likely looking at weeks to months without contracted supply and those are long-term offtake agreements with no easy substitution available at spot.\n\nThen add Yemen on top of this. The Houthis have already reactivated attacks on Red Sea shipping, forcing rerouting around the Cape of Good Hope. With the Bab-el-Mandeb chokepoint connecting the Red Sea to the Gulf of Aden effectively closed to Western commercial traffic, which means the only alternative routing for Gulf crude is now also unavailable. Meaning both of the world’s critical energy chokepoints simultaneously compromised for the first time in modern history.\n\n---\n\nNow let’s look at the offset. \n\nThe US Strategic Petroleum Reserve currently holds 416 million barrels which is 58% of its 714 million barrel capacity. The maximum withdrawal rate is 4.4 million barrels per day, and it takes 13 days from release decision to market. The IEA coordinated a 400 million barrel release from global reserves today across all member nations. \n\nThat sounds enormous until you factor that global consumption is 100 million bpd, meaning 400 million barrels covers four days of total global demand. The market already knew this, which is why the announcement failed to move prices. And even if we max out the SPR withdrawal for 90 days straight you’ve nearly emptied America’s entire emergency reserve while covering less than a quarter of the cumulative supply deficit from a three-month Hormuz closure.\n\nThe obvious counterargument is American and Canadian oil and it’s worth taking seriously before dismissing it. The US currently produces about 13.5 million bpd, Canada around 5.8 million. In theory that’s nearly 20 million barrels of Western Hemisphere production. In practice, ramping that materially in a 90-day window is close to impossible. \n\nUS shale production is extraordinarily responsive to price signals over a 12-to-18 month horizon, but it requires capital deployment, rig mobilization, completion crews, and frac sand logistics that have multi-month lead times even in a permitting-friendly environment. \n\nCanadian oil sands production is another alternative but has even longer lead times requiring multi-year capital projects measured in billions that are not responsive to a 90-day price spike. And critically, even if you could produce additional barrels, moving Canadian heavy crude to coastal export terminals requires pipeline infrastructure that doesn’t exist at scale.\n\nThe Keystone XL Pipeline was ultimately killed. The existing Enbridge and TMX systems are running near capacity. Meaning you can’t reroute Canadian oil to displace Gulf crude in Asian markets without export infrastructure that will take years to build.\n\nSo the math closes like this: \n\nWe have a sustained 15-20% global supply shock, with no spare capacity, no functional reserve offset, physical infrastructure damage measured in months to repair, and both major export chokepoints simultaneously compromised. \n\nHistorical precedents like 1973, 2008 show 2-3x price moves from supply shocks of half this magnitude. Pre-war Brent was $70-75. We crossed $100 on day 10. 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{"unit_id": "quote:2030021415773294891", "ticker_idx": 0, "ts": "2026-03-06T20:43:16+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "EMIB is the biggest advance in semiconductors since FinFETs", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC: author calls EMIB the biggest semiconductor advance since FinFETs, a decisive quality verdict.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "EMIB is the biggest advance in semiconductors since FinFETs", "reply_text": null, "parent_text": null, "quoted_text": "Intel’s EMIB Challenges TSMC’s CoWoS as America’s Answer to the AI Packaging Bottleneck\n\nIntel's EMIB and EMIB-T technologies are currently seen as a viable option for solutions that prioritize cost-efficiency, massive physical scale, and design flexibility over absolute peak", "parent_author": null, "ret_m1d": 0.05826814142529457, "ret_signed_m1d": 0.05826814142529457, "alpha_spy_m1d": 0.04498693299009915, "alpha_c_m1d": 0.0194043390293408, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.03886380239595377, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049746746964495436, "ret_signed_p1d": 0.049746746964495436, "alpha_spy_p1d": 0.040986785442182816, "alpha_c_p1d": 0.01345812586088746, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.036288621103607976, "ret_p1w": 0.05412257917825336, "ret_signed_p1w": 0.05412257917825336, "alpha_spy_p1w": 0.0691289137970661, "alpha_c_p1w": 0.03633303467251614, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": 0.01778954450573722, "ret_p1m": 0.16950716077218897, "ret_signed_p1m": 0.16950716077218897, "alpha_spy_p1m": 0.18683425734485126, "alpha_c_p1m": 0.12898789041624403, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": 0.040519270355944936, "ret_p3m": 1.595808471615383, "ret_signed_p3m": 1.595808471615383, "alpha_spy_p3m": 1.4709982751924646, "alpha_c_p3m": 0.9195943962885436, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": 0.6762140753268395, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16950716077218897, "alpha_spy_stated": 0.18683425734485126, "alpha_c_stated": 0.12898789041624403, "price_path": [-0.0673, -0.0608, -0.0901, -0.1292, -0.1361, -0.1407, -0.1697, -0.1644, -0.152, -0.1624, -0.1628, -0.1672, -0.1672, -0.1663, -0.1552, -0.1409, -0.1502, -0.1502, -0.093, -0.0933, -0.0778, -0.0182, -0.0532, 0.0491, 0.0147, 0.0891, 0.1221, 0.1129, 0.0815, 0.0815, 0.1184, 0.2494, 0.251, 0.038, -0.0214, 0.0117, 0.1234, 0.1207, 0.0702, 0.1241, 0.1343, 0.1193, 0.111, 0.1651, 0.1571, 0.0854, 0.1122, 0.0705, 0.0776, 0.0776, 0.0636, 0.047, 0.0276, 0.0159, 0.0048, 0.0622, 0.0797, 0.047, 0.0504, 0.0479, -0.0074, 0.0497, 0.0583, 0.0, 0.0497, 0.0774, 0.105, 0.0421, 0.0541, 0.0539, 0.0147, 0.0371, 0.0636, 0.0104, 0.0136, 0.0147, 0.0866, 0.0157, -0.0067, -0.0514, 0.0164, 0.1062, 0.1603, 0.1603, 0.1695, 0.2186, 0.3577, 0.4215, 0.4367, 0.5012, 0.4696, 0.4956, 0.5776, 0.5776, 0.5131, 0.526, 0.5032, 0.538, 0.901, 0.9574, 0.9466, 1.1822, 1.176, 1.2943, 1.2059, 1.4908, 1.6027, 1.5246, 1.877, 1.9811, 1.7778, 1.7704, 1.67, 1.5051, 1.4912, 1.5518, 1.7398, 1.7292, 1.76, 1.76, 1.8448, 1.8045, 1.7842, 1.6412, 1.518, 1.4857, 1.5958, 1.5744, 1.284, 1.5396, 1.4855, 1.4652, 1.6937, 1.869, 1.9447, 1.6958, 1.789, 2.0859, 2.0859, 2.246, 2.0465, 2.032, 2.0601, 2.0601, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031822652705562915", "ticker_idx": 0, "ts": "2026-03-11T20:00:44+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like that Intel stock man I can't get enough of it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisive bullish stance on INTC; author can't get enough of it.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I like that Intel stock man I can’t get enough of it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06033148159638291, "ret_signed_m1d": 0.06033148159638291, "alpha_spy_m1d": 0.044912376738178716, "alpha_c_m1d": 0.027095210928828495, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.03323627066755441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011491722823506523, "ret_signed_p1d": 0.011491722823506523, "alpha_spy_p1d": 0.017151858576115453, "alpha_c_p1d": 0.013552935047458248, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.002061212223951725, "ret_p1w": 0.020552492932061517, "ret_signed_p1w": 0.020552492932061517, "alpha_spy_p1w": 0.02995107644718442, "alpha_c_p1w": 0.0030583325747040035, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": 0.017494160357357513, "ret_p1m": 0.3785635595163588, "ret_signed_p1m": 0.3785635595163588, "alpha_spy_p1m": 0.35565926805359127, "alpha_c_p1m": 0.25296131442654923, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.12560224508980955, "ret_p3m": 1.384972335225311, "ret_signed_p3m": 1.384972335225311, "alpha_spy_p3m": 1.2753682250608158, "alpha_c_p3m": 0.8622608665665874, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.5227114686587235, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3785635595163588, "alpha_spy_stated": 0.35565926805359127, "alpha_c_stated": 0.25296131442654923, "price_path": [-0.171, -0.1755, -0.2033, -0.1982, -0.1863, -0.1962, -0.1967, -0.2009, -0.2009, -0.2, -0.1894, -0.1757, -0.1845, -0.1845, -0.1297, -0.1299, -0.1151, -0.0579, -0.0915, 0.0066, -0.0263, 0.0451, 0.0767, 0.0678, 0.0378, 0.0378, 0.0731, 0.1989, 0.2004, -0.004, -0.061, -0.0292, 0.078, 0.0754, 0.027, 0.0787, 0.0884, 0.074, 0.0661, 0.118, 0.1103, 0.0415, 0.0672, 0.0272, 0.034, 0.034, 0.0206, 0.0046, -0.0139, -0.0252, -0.0358, 0.0192, 0.036, 0.0046, 0.008, 0.0055, -0.0475, 0.0073, 0.0155, -0.0404, 0.0073, 0.0338, 0.0603, 0.0, 0.0115, 0.0113, -0.0263, -0.0049, 0.0206, -0.0305, -0.0274, -0.0263, 0.0427, -0.0254, -0.0469, -0.0897, -0.0248, 0.0614, 0.1134, 0.1134, 0.1222, 0.1693, 0.3028, 0.364, 0.3786, 0.4404, 0.4102, 0.4351, 0.5138, 0.5138, 0.4519, 0.4643, 0.4424, 0.4758, 0.8241, 0.8782, 0.8678, 1.0939, 1.088, 1.2015, 1.1167, 1.3901, 1.4975, 1.4225, 1.7607, 1.8606, 1.6654, 1.6583, 1.562, 1.4038, 1.3905, 1.4486, 1.629, 1.6188, 1.6484, 1.6484, 1.7297, 1.691, 1.6716, 1.5344, 1.4161, 1.3852, 1.4908, 1.4703, 1.1916, 1.4369, 1.385, 1.3655, 1.5848, 1.7529, 1.8256, 1.5867, 1.6762, 1.9611, 1.9611, 2.1147, 1.9233, 1.9094, 1.9364, 1.9364, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2044568623789097452", "ticker_idx": 0, "ts": "2026-04-16T00:08:40+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel $100 coming after this earnings call. The foundry narrative is turning. The street is offside.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long INTC to $100 on foundry narrative turn and street being offside into earnings.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Intel $100 coming after this earnings call.\n\nLast quarter I was obliterated. Nearly wiped out. I watched my P&L bleed in after-hours like a man watching his house burn. Everyone said I was finished. They thought I’d never touch INTC again. They thought the story was over.. \n\nBut right when I’m out, they pull me back in…\n\nThis is my redemption. Every hero’s story demands death before the resurrection. My ego was destroyed, my hope, my will was crushed… but I kept fighting. I’m not a good trader, or a good investor... but the gods simply favor me. Divine intervention doesn’t come to those  without courage, it comes to the man who sizes up when the world tells him to fold.\n\nPat walked so Lip-Bu could run. The foundry narrative is turning. The street is offside. And I’ve seen this movie before, except this time, I’m not the one who loses.\n\nSee you in Valhalla.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05197076727874084, "ret_signed_m1d": -0.05197076727874084, "alpha_spy_m1d": -0.04951944338680103, "alpha_c_m1d": -0.048013010371790066, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.012085686101644066, "alpha_c_p1d": -0.02058051037899644, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": -0.025109506871578424, "ret_signed_p1w": -0.025109506871578424, "alpha_spy_p1w": -0.03478660242079645, "alpha_c_p1w": -0.08458624178050822, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.5878831626725023, "ret_signed_p1m": 0.5878831626725023, "alpha_spy_p1m": 0.5344241909953749, "alpha_c_p1m": 0.36462009805535356, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5878831626725023, "alpha_spy_stated": 0.5344241909953749, "alpha_c_stated": 0.36462009805535356, "price_path": [-0.3145, -0.2911, -0.208, -0.207, -0.342, -0.3797, -0.3587, -0.2879, -0.2896, -0.3216, -0.2874, -0.281, -0.2905, -0.2958, -0.2615, -0.2666, -0.312, -0.295, -0.3215, -0.3169, -0.3169, -0.3258, -0.3364, -0.3486, -0.3561, -0.3631, -0.3267, -0.3156, -0.3364, -0.3342, -0.3358, -0.3708, -0.3346, -0.3292, -0.3661, -0.3346, -0.3171, -0.2996, -0.3394, -0.3318, -0.332, -0.3568, -0.3426, -0.3258, -0.3596, -0.3575, -0.3568, -0.3112, -0.3562, -0.3704, -0.3987, -0.3558, -0.2988, -0.2645, -0.2645, -0.2587, -0.2276, -0.1394, -0.099, -0.0893, -0.0485, -0.0685, -0.052, 0.0, 0.0, -0.0409, -0.0327, -0.0472, -0.0251, 0.205, 0.2407, 0.2339, 0.3832, 0.3793, 0.4543, 0.3982, 0.5788, 0.6498, 0.6003, 0.8236, 0.8896, 0.7607, 0.7561, 0.6924, 0.5879, 0.5791, 0.6175, 0.7366, 0.7299, 0.7495, 0.7495, 0.8032, 0.7777, 0.7648, 0.6742, 0.5961, 0.5756, 0.6454, 0.6318, 0.4477, 0.6098, 0.5755, 0.5626, 0.7074, 0.8185, 0.8666, 0.7088, 0.7679, 0.9561, 0.9561, 1.0575, 0.9311, 0.9219, 0.9397, 0.9397, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035806292280057958", "ticker_idx": 0, "ts": "2026-03-22T19:50:18+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this has massive implications on memory supply and yields", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Samsung on DRAM 4F² breakthrough: 20% more dies per wafer, massive supply/yield implications.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "If this paper is true (I have no doubt it is) this has massive implications on memory supply and yields. \n\nDRAM up to know used a 6F² cell layout. Moving to 4F² means the cell area shrinks to ~67% of the conventional size. They are able to do this with a “vertical channel” where transistors are upright rather than flat. By also stacking the peripheral circuitry for controlling the memory cells they get better density too. TLDR it’s a sky scraper rather than a large foot print building. \n\nSo basically this means they get 20% more DRAM dies per wafer without changing the node or process. \n\nAbsolutely wild.", "reply_text": null, "parent_text": null, "quoted_text": "Samsung DRAM breakthrough (ISSCC):\n1) Periphery and array separated onto two hybrid bonded wafers =&gt; looser design rules for periphery.\n2) D1a pitches on 4F2 process gives D0a cell area.\n3) 4F2 has floating body. (My take: IGZO may be deployed in future.)\nhttps://t.co/sgeSdYnsTI", "parent_author": null, "ret_m1d": 0.07031667329491298, "ret_signed_m1d": 0.07031667329491298, "alpha_spy_m1d": 0.08070756029803172, "alpha_c_m1d": 0.08366459608250565, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.01334792278759267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01825017321406297, "ret_signed_p1d": 0.01825017321406297, "alpha_spy_p1d": 0.021606987691240476, "alpha_c_p1d": 0.024091792781809618, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.005841619567746648, "ret_p1w": -0.051718138949783166, "ret_signed_p1w": -0.051718138949783166, "alpha_spy_p1w": -0.01599839112916357, "alpha_c_p1w": 0.0172851346417503, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.06900327359153346, "ret_p1m": 0.17795648082811955, "ret_signed_p1m": 0.17795648082811955, "alpha_spy_p1m": 0.10364839898354483, "alpha_c_p1m": 0.04842015373401276, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.12953632709410678, "ret_p3m": 0.949813809589924, "ret_signed_p3m": 0.949813809589924, "alpha_spy_p3m": 0.8074784145993383, "alpha_c_p3m": 0.5519313255691245, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.3978824840207995, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17795648082811955, "alpha_spy_stated": 0.10364839898354483, "alpha_c_stated": 0.04842015373401276, "price_path": [-0.4065, -0.4065, -0.375, -0.3586, -0.3564, -0.3564, -0.3564, -0.3103, -0.2587, -0.2544, -0.2432, -0.255, -0.2539, -0.255, -0.2614, -0.2469, -0.2276, -0.2008, -0.1986, -0.2206, -0.1975, -0.1825, -0.1836, -0.1836, -0.1439, -0.1283, -0.1374, -0.1385, -0.1927, -0.1009, -0.0923, -0.1449, -0.1487, -0.1068, -0.11, -0.0993, -0.0413, -0.0274, -0.0274, -0.0274, -0.0274, 0.0199, 0.0204, 0.036, 0.0735, 0.0923, 0.1702, 0.1621, 0.1621, 0.0472, -0.0757, 0.0284, 0.0102, -0.0687, 0.0086, 0.0199, 0.0086, -0.015, 0.0129, 0.0408, 0.1192, 0.0762, 0.0703, 0.0, 0.0183, 0.0145, -0.0333, -0.0333, -0.0517, -0.1007, 0.0201, -0.0404, 0.0015, 0.0386, 0.0569, 0.1322, 0.0973, 0.108, 0.0811, 0.1107, 0.1349, 0.1699, 0.1618, 0.1538, 0.178, 0.1699, 0.2075, 0.1806, 0.2075, 0.1941, 0.2156, 0.186, 0.186, 0.2506, 0.2506, 0.4308, 0.4603, 0.4442, 0.5356, 0.5007, 0.5276, 0.5921, 0.455, 0.5114, 0.4819, 0.4845, 0.6109, 0.5733, 0.5733, 0.6083, 0.6513, 0.6109, 0.7051, 0.8772, 0.9391, 0.9391, 0.8906, 0.7696, 0.5894, 0.732, 0.6271, 0.6083, 0.7347, 0.8127, 0.8449, 0.8638, 0.9498, 0.9041, 0.9014, 0.6674, 0.8315, 0.9283, 0.8261, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2029258620345688515", "ticker_idx": 0, "ts": "2026-03-04T18:12:11+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Micron is bringing on more supply that's mainly why I'm more bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers Micron over Hynix on supply expansion thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@blondesnmoney Micron is bringing on more supply that’s mainly why I’m more bullish", "reply_text": null, "parent_text": "I have a question for the Micron bulls (I own a bit of Micron). Hynix is somewhere around 5.4x with great HBM, and a strong position in NAND. Micron is around 9.8x. Both have net cash positions (moreso Hynix).\n\nIs the entire differential a Korea discount or concerns Hynix will do", "quoted_text": null, "parent_author": "blondesnmoney", "ret_m1d": -0.05262363223776245, "ret_signed_m1d": -0.05262363223776245, "alpha_spy_m1d": -0.04561770558581213, "alpha_c_m1d": -0.03247828414965315, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.020145348088109305, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00928207356548938, "ret_signed_p1d": -0.00928207356548938, "alpha_spy_p1d": -0.00370640307358161, "alpha_c_p1d": 0.00011406760877896716, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.009396141174268346, "ret_p1w": 0.044714005940161394, "ret_signed_p1w": 0.044714005940161394, "alpha_spy_p1w": 0.057558279434514525, "alpha_c_p1w": 0.039878143634309415, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": 0.004835862305851979, "ret_p1m": -0.08577521178622616, "ret_signed_p1m": -0.08577521178622616, "alpha_spy_p1m": -0.045623792707020994, "alpha_c_p1m": -0.0687869916017887, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.016988220184437464, "ret_p3m": 1.584861821314313, "ret_signed_p3m": 1.584861821314313, "alpha_spy_p3m": 1.4746907207639914, "alpha_c_p3m": 1.0619102095297108, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": 0.5229516117846023, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08577521178622616, "alpha_spy_stated": -0.045623792707020994, "alpha_c_stated": -0.0687869916017887, "price_path": [-0.4083, -0.3841, -0.3704, -0.3423, -0.3554, -0.3986, -0.4076, -0.4201, -0.4375, -0.3801, -0.3367, -0.3101, -0.3109, -0.285, -0.285, -0.2897, -0.2655, -0.2698, -0.2878, -0.2878, -0.213, -0.2211, -0.1431, -0.1528, -0.184, -0.1389, -0.137, -0.1563, -0.1682, -0.16, -0.0949, -0.0949, -0.0893, -0.0291, -0.008, -0.0028, -0.0291, 0.0236, 0.0861, 0.0874, 0.0352, 0.0924, 0.0466, -0.0533, -0.0446, -0.0152, -0.0431, -0.0687, 0.0239, 0.0329, 0.0272, 0.0272, -0.0025, 0.0504, 0.0414, 0.0684, 0.0504, 0.043, 0.0704, 0.0369, 0.0289, 0.0297, -0.0526, 0.0, -0.0093, -0.076, -0.0286, 0.0058, 0.0447, 0.0114, 0.0633, 0.1024, 0.152, 0.1521, 0.1085, 0.0552, 0.0089, -0.0131, -0.0466, -0.1131, -0.1087, -0.1967, -0.1567, -0.0818, -0.0858, -0.0858, -0.057, -0.0575, 0.0153, 0.0522, 0.0499, 0.0648, 0.1624, 0.1389, 0.1414, 0.136, 0.1194, 0.1218, 0.2169, 0.2025, 0.2399, 0.3094, 0.2588, 0.2942, 0.291, 0.3535, 0.439, 0.5981, 0.664, 0.6141, 0.8642, 0.9853, 0.9136, 1.0061, 0.9371, 0.8089, 0.7013, 0.7442, 0.8272, 0.9024, 0.8747, 0.8747, 1.2363, 1.3175, 1.3053, 1.4239, 1.5849, 1.6563, 1.6949, 1.4863, 1.1568, 1.3696, 1.3362, 1.2264, 1.4859, 1.4503, 1.7159, 1.5481, 1.6041, 1.8307, 1.8307, 2.0239, 1.6255, 1.6173, 2.0293, 2.0293, 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]}
{"unit_id": "reply:2049574209148612921", "ticker_idx": 0, "ts": "2026-04-29T19:39:05+00:00", "symbol": "NOK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nokia I think for long haul fiber between data centers & in the data center is an obvious play agreed", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NOK as an obvious play on long-haul fiber and data-center connectivity buildout.", "resolved_tickers": ["NOK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@labubu_trader Nokia I think for long haul fiber between data centers &amp; in the data center is an obvious play agreed.", "reply_text": null, "parent_text": "$NOK \nI’m expecting more and more big creators to pump it.", "quoted_text": null, "parent_author": "labubu_trader", "ret_m1d": -0.09309790079138891, "ret_signed_m1d": -0.09309790079138891, "alpha_spy_m1d": -0.0932524339931956, "alpha_c_m1d": -0.0932524339931956, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00015453320180669472, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03611555440509129, "ret_signed_p1d": 0.03611555440509129, "alpha_spy_p1d": 0.02616592087752645, "alpha_c_p1d": 0.02616592087752645, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.009949633527564838, "ret_p1w": 0.058587443017768415, "ret_signed_p1w": 0.058587443017768415, "alpha_spy_p1w": 0.027319021254093023, "alpha_c_p1w": 0.027319021254093023, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.03126842176367539, "ret_p1m": 0.22632421237485034, "ret_signed_p1m": 0.22632421237485034, "alpha_spy_p1m": 0.16586724643174944, "alpha_c_p1m": 0.16586724643174944, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": 0.060456965943100904, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22632421237485034, "alpha_spy_stated": 0.16586724643174944, "alpha_c_stated": 0.16586724643174944, "price_path": [-0.4839, -0.4655, -0.4631, -0.4543, -0.4494, -0.4326, -0.4238, -0.4318, -0.4109, -0.4406, -0.4358, -0.4358, -0.4141, -0.4037, -0.39, -0.3764, -0.3925, -0.3989, -0.3925, -0.3981, -0.3804, -0.3371, -0.3523, -0.3459, -0.37, -0.3788, -0.3668, -0.374, -0.366, -0.3467, -0.3387, -0.3058, -0.3138, -0.3291, -0.3339, -0.3596, -0.3531, -0.3379, -0.325, -0.3355, -0.3596, -0.3612, -0.3547, -0.3363, -0.2921, -0.2921, -0.2865, -0.2897, -0.2424, -0.2335, -0.2408, -0.1677, -0.1693, -0.1982, -0.1742, -0.1726, -0.1493, -0.1653, -0.2087, -0.1709, -0.1605, -0.1364, -0.0931, 0.0, 0.0361, 0.0674, 0.0546, 0.077, 0.0586, -0.0088, 0.0289, 0.1172, 0.057, 0.1806, 0.1605, 0.1196, 0.1027, 0.0971, 0.0931, 0.138, 0.2416, 0.2416, 0.321, 0.2584, 0.2263, 0.191, 0.3042, 0.3523, 0.3427, 0.3339, 0.1541, 0.1709, 0.1116, 0.0754, 0.1308, 0.1878, 0.1894, 0.122, 0.11, 0.0827, 0.0827, 0.1581, 0.0995, 0.1083, 0.122, 0.122, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2044831392304144751", "ticker_idx": 0, "ts": "2026-04-16T17:32:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would short micron they are an HBM loser", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short Micron on HBM losses, short Kioxia on weak balance sheet.", "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": "@strictrope No.\n\nI would short micron they are an HBM loser and I would short Kioxia with bad balance sheet.", "reply_text": null, "parent_text": "@bubbleboi You like over Kioxia and Micron who own their fabs?", "quoted_text": null, "parent_author": "strictrope", "ret_m1d": -0.002187083034735249, "ret_signed_m1d": 0.002187083034735249, "alpha_spy_m1d": -0.00026424085720455626, "alpha_c_m1d": -0.0017706738722155224, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004724107364365349, "ret_signed_p1d": 0.004724107364365349, "alpha_spy_p1d": 0.016809793466009415, "alpha_c_p1d": 0.02530461774336179, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": 0.053561642162432976, "ret_signed_p1w": -0.053561642162432976, "alpha_spy_p1w": -0.04388454661321495, "alpha_c_p1w": 0.0059150927464968195, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.58489153321609, "ret_signed_p1m": -0.58489153321609, "alpha_spy_p1m": -0.5314325615389626, "alpha_c_p1m": -0.36162846859894127, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.58489153321609, "alpha_spy_stated": -0.5314325615389626, "alpha_c_stated": -0.36162846859894127, "price_path": [-0.207, -0.202, -0.1493, -0.1308, -0.1263, -0.1494, -0.1031, -0.0484, -0.0473, -0.093, -0.0429, -0.083, -0.1706, -0.1629, -0.1371, -0.1616, -0.184, -0.1029, -0.095, -0.1, -0.1, -0.126, -0.0797, -0.0876, -0.0639, -0.0797, -0.0862, -0.0621, -0.0915, -0.0985, -0.0978, -0.17, -0.1239, -0.132, -0.1905, -0.1489, -0.1187, -0.0847, -0.1138, -0.0684, -0.0342, 0.0093, 0.0094, -0.0288, -0.0755, -0.116, -0.1353, -0.1647, -0.2229, -0.2191, -0.2962, -0.2611, -0.1955, -0.199, -0.199, -0.1738, -0.1742, -0.1104, -0.0781, -0.0801, -0.0671, 0.0184, -0.0022, 0.0, -0.0047, -0.0193, -0.0172, 0.0662, 0.0536, 0.0864, 0.1473, 0.1029, 0.1339, 0.1311, 0.1859, 0.2607, 0.4002, 0.4579, 0.4142, 0.6333, 0.7395, 0.6766, 0.7576, 0.6972, 0.5849, 0.4906, 0.5282, 0.6009, 0.6668, 0.6425, 0.6425, 0.9594, 1.0305, 1.0198, 1.1237, 1.2647, 1.3273, 1.3611, 1.1783, 0.8897, 1.0762, 1.0469, 0.9506, 1.1781, 1.1469, 1.3795, 1.2325, 1.2815, 1.4801, 1.4801, 1.6494, 1.3003, 1.2932, 1.6542, 1.6542, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2044831392304144751", "ticker_idx": 1, "ts": "2026-04-16T17:32:49+00:00", "symbol": "Kioxia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would short Kioxia with bad balance sheet", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short Micron on HBM losses, short Kioxia on weak balance sheet.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia Holdings listed on TSE as 285A.T", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@strictrope No.\n\nI would short micron they are an HBM loser and I would short Kioxia with bad balance sheet.", "reply_text": null, "parent_text": "@bubbleboi You like over Kioxia and Micron who own their fabs?", "quoted_text": null, "parent_author": "strictrope", "ret_m1d": 0.10940058958401577, "ret_signed_m1d": -0.10940058958401577, "alpha_spy_m1d": -0.11185191347595558, "alpha_c_m1d": -0.11335834649096654, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0006550933508024936, "ret_signed_p1d": 0.0006550933508024936, "alpha_spy_p1d": 0.01274077945244656, "alpha_c_p1d": 0.021235603729798935, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": 0.13265640353750419, "ret_signed_p1w": -0.13265640353750419, "alpha_spy_p1w": -0.12297930798828616, "alpha_c_p1w": -0.07317966862857439, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.6852276449394039, "ret_signed_p1m": -0.6852276449394039, "alpha_spy_p1m": -0.6317686732622765, "alpha_c_p1m": -0.4619645803222552, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.6852276449394039, "alpha_spy_stated": -0.6317686732622765, "alpha_c_stated": -0.4619645803222552, "price_path": [-0.502, -0.4595, -0.4134, -0.4322, -0.4284, -0.3957, -0.3795, -0.3696, -0.3004, -0.3986, -0.3192, -0.3154, -0.3603, -0.3745, -0.3809, -0.3827, -0.3827, -0.3064, -0.2517, -0.2696, -0.2673, -0.2984, -0.304, -0.3266, -0.3266, -0.2706, -0.2969, -0.3043, -0.3053, -0.2953, -0.3384, -0.3696, -0.3351, -0.3457, -0.4094, -0.359, -0.2997, -0.3041, -0.31, -0.2593, -0.2922, -0.2339, -0.2676, -0.2676, -0.2969, -0.3089, -0.2648, -0.3067, -0.3361, -0.3443, -0.375, -0.2859, -0.309, -0.2843, -0.2532, -0.2378, -0.096, -0.0927, -0.0128, 0.0242, 0.1464, 0.0616, 0.1094, 0.0, -0.0007, 0.0724, 0.1399, 0.1589, 0.1327, 0.1618, 0.1896, 0.1896, 0.2303, 0.1926, 0.1926, 0.1926, 0.1926, 0.4219, 0.4573, 0.5047, 0.51, 0.6541, 0.5873, 0.4559, 0.6852, 0.6302, 0.68, 0.8126, 0.8801, 1.1438, 1.0459, 0.9833, 1.0072, 1.1569, 1.3747, 1.5398, 1.5575, 1.5195, 1.5594, 1.3544, 1.5041, 1.3092, 1.471, 1.6597, 1.9777, 2.1025, 2.1444, 2.1739, 2.5572, 2.5604, 2.0229, 2.0298, 2.4016, 2.0193, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042335262324515149", "ticker_idx": 0, "ts": "2026-04-09T20:14:05+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "We could be in for the next FAANG company right now. It's reminding me a lot of cloud companies from 2015 to 2020!", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish Intel multi-year: ASIC design, 18A/14A fab progress, server CPU dominance, and AI inference could make it the next FAANG-scale compounder.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Intel’s ASIC design business could surpass MediaTek & Marvell in 5 years if 18AP is good. \n\nOn 14A it’s also clear things are going better. Imagine a company with dominance in server CPUs, has cutting edge fabs, an ASIC design business, and an AI inference business coming soon…\n\nWe could be in for the next FAANG company right now. It’s reminding me a lot of cloud companies from 2015 to 2020!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010580311576003809, "ret_signed_m1d": -0.010580311576003809, "alpha_spy_m1d": -0.0112425252392917, "alpha_c_m1d": 0.004458159516261162, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044886168469332244, "ret_signed_p1d": 0.044886168469332244, "alpha_spy_p1d": 0.0351137212228505, "alpha_c_p1d": 0.03009951908534192, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.09810834926408685, "ret_signed_p1w": 0.09810834926408685, "alpha_spy_p1w": 0.05295479773917178, "alpha_c_p1w": 0.03566557670777737, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 1.0750240497762338, "ret_signed_p1m": 1.0750240497762338, "alpha_spy_p1m": 0.9869541355758169, "alpha_c_p1m": 0.7558746469254862, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2419, -0.219, -0.2254, -0.2472, -0.2472, -0.2215, -0.1303, -0.1292, -0.2775, -0.3189, -0.2958, -0.218, -0.2199, -0.255, -0.2175, -0.2105, -0.2209, -0.2267, -0.189, -0.1946, -0.2445, -0.2259, -0.2549, -0.2499, -0.2499, -0.2597, -0.2712, -0.2847, -0.2929, -0.3006, -0.2607, -0.2485, -0.2712, -0.2688, -0.2706, -0.3091, -0.2693, -0.2634, -0.3039, -0.2693, -0.2501, -0.2308, -0.2746, -0.2663, -0.2664, -0.2937, -0.2781, -0.2597, -0.2967, -0.2945, -0.2937, -0.2437, -0.293, -0.3086, -0.3397, -0.2926, -0.23, -0.1924, -0.1924, -0.186, -0.1518, -0.055, -0.0106, 0.0, 0.0449, 0.0229, 0.041, 0.0981, 0.0981, 0.0532, 0.0622, 0.0463, 0.0705, 0.3232, 0.3625, 0.3549, 0.5189, 0.5146, 0.597, 0.5354, 0.7337, 0.8116, 0.7573, 1.0026, 1.075, 0.9335, 0.9283, 0.8584, 0.7437, 0.734, 0.7762, 0.907, 0.8996, 0.9211, 0.9211, 0.9801, 0.9521, 0.938, 0.8384, 0.7526, 0.7302, 0.8068, 0.7919, 0.5898, 0.7677, 0.73, 0.7159, 0.875, 0.997, 1.0497, 0.8764, 0.9413, 1.148, 1.148, 1.2594, 1.1206, 1.1105, 1.13, 1.13, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047021502466523448", "ticker_idx": 0, "ts": "2026-04-22T18:35:32+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't worry brother. I got this.", "tweet_type": "prediction", "timeline": "months", "summary": "Author claims MRVL will stay above $120 for 60 consecutive trading days, endorsing the target.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Don’t worry brother. I got this.", "reply_text": null, "parent_text": null, "quoted_text": "Matt Murphy gets a $100M bonus if $MRVL stock stays above $120 for 60 consecutive trading days. https://t.co/mfxAhFpN0T", "parent_author": null, "ret_m1d": -0.03820245032940439, "ret_signed_m1d": -0.03820245032940439, "alpha_spy_m1d": -0.02817726044593416, "alpha_c_m1d": -0.012679762468178923, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.052377255598477834, "ret_signed_p1d": 0.052377255598477834, "alpha_spy_p1d": 0.05625799646687624, "alpha_c_p1d": 0.04184935325882666, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": -0.004767352943572778, "ret_signed_p1w": -0.004767352943572778, "alpha_spy_p1w": -0.0052875498061644155, "alpha_c_p1w": -0.052478278515893484, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.21211539259857592, "ret_signed_p1m": 0.21211539259857592, "alpha_spy_p1m": 0.16781072656349894, "alpha_c_p1m": 0.02116679273163391, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21211539259857592, "alpha_spy_stated": 0.16781072656349894, "alpha_c_stated": 0.02116679273163391, "price_path": [-0.4903, -0.4805, -0.4731, -0.4687, -0.4832, -0.4986, -0.5003, -0.5201, -0.5316, -0.5285, -0.49, -0.4768, -0.479, -0.4832, -0.503, -0.5006, -0.5006, -0.498, -0.4975, -0.4942, -0.495, -0.5058, -0.502, -0.4859, -0.4962, -0.481, -0.4863, -0.5076, -0.5039, -0.5192, -0.4309, -0.4114, -0.4072, -0.4254, -0.443, -0.4418, -0.4182, -0.4232, -0.4433, -0.4312, -0.4415, -0.4272, -0.4132, -0.3745, -0.3794, -0.3972, -0.4421, -0.3707, -0.322, -0.3195, -0.3195, -0.3043, -0.3051, -0.2729, -0.238, -0.1833, -0.1654, -0.1493, -0.1444, -0.1522, -0.1121, -0.0603, -0.0382, 0.0, 0.0524, 0.0444, 0.0057, -0.026, -0.0048, 0.0498, 0.0485, 0.0403, 0.0727, 0.0943, 0.0171, 0.0814, 0.0859, 0.0456, 0.1311, 0.1606, 0.1244, 0.0738, 0.1205, 0.1874, 0.2121, 0.248, 0.248, 0.3238, 0.263, 0.302, 0.3031, 0.3948, 0.8484, 0.9174, 1.0114, 0.6747, 0.8361, 0.6964, 0.6056, 0.7843, 0.7779, 0.9634, 0.7714, 0.8405, 0.9742, 0.9742, 0.9569, 0.7737, 0.7588, 0.7878, 0.7878, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2042716755592950255", "ticker_idx": 0, "ts": "2026-04-10T21:30:01+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think there is significant risk Nvidia doesn't hit their revenue targets.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NVDA; sees significant risk the company misses revenue targets.", "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": "@Amarillo_Slim1 I think there is significant risk Nvidia doesn’t hit their revenue targets.", "reply_text": null, "parent_text": "@bubbleboi I get that you're trying to grow your following by sounding smart to ppl that are not knowledgeable but this is just all wrong and easily disproven. One of the more idiotic things I've seen written in a long time.", "quoted_text": null, "parent_author": "Amarillo_Slim1", "ret_m1d": -0.0035919435301803304, "ret_signed_m1d": 0.0035919435301803304, "alpha_spy_m1d": -0.006085927234792399, "alpha_c_m1d": -0.010979246771708584, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038032865411783634, "ret_signed_p1d": -0.038032865411783634, "alpha_spy_p1d": -0.025847988201942895, "alpha_c_p1d": -0.018499316141148636, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.06734982884766727, "ret_signed_p1w": -0.06734982884766727, "alpha_spy_p1w": -0.03438094153880655, "alpha_c_p1w": -0.02083926068888564, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.16623527891830459, "ret_signed_p1m": -0.16623527891830459, "alpha_spy_p1m": -0.09032798633810368, "alpha_c_p1m": 0.09972313817935907, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16623527891830459, "alpha_spy_stated": -0.09032798633810368, "alpha_c_stated": 0.09972313817935907, "price_path": [-0.0326, -0.012, -0.0163, -0.0163, -0.0594, -0.0317, -0.0237, -0.0087, -0.0151, -0.0042, 0.0116, 0.0168, 0.0096, -0.0196, -0.0474, -0.0799, -0.0921, -0.0207, 0.0038, -0.0041, 0.0039, -0.0126, -0.0344, -0.0344, -0.023, -0.0071, -0.0075, 0.0026, 0.0118, 0.0186, 0.033, -0.0234, -0.0641, -0.0361, -0.049, -0.0332, -0.0316, -0.0607, -0.0352, -0.024, -0.0173, -0.0326, -0.0479, -0.0322, -0.039, -0.0471, -0.0568, -0.0877, -0.0722, -0.0745, -0.0562, -0.0955, -0.1151, -0.1275, -0.0788, -0.0716, -0.063, -0.063, -0.0616, -0.0592, -0.0382, -0.0285, -0.0036, 0.0, 0.038, 0.0505, 0.0478, 0.0653, 0.0673, 0.0558, 0.0697, 0.0546, 0.1002, 0.1442, 0.126, 0.1053, 0.0542, 0.0483, 0.0484, 0.038, 0.0978, 0.1172, 0.1368, 0.1592, 0.1662, 0.1929, 0.2453, 0.1902, 0.1744, 0.1653, 0.1804, 0.1595, 0.1374, 0.1374, 0.135, 0.123, 0.1317, 0.1153, 0.1851, 0.177, 0.1344, 0.1564, 0.0847, 0.1034, 0.101, 0.0599, 0.0835, 0.0851, 0.1235, 0.0969, 0.0823, 0.1142, 0.1142, 0.1034, 0.0579, 0.0524, 0.0352, 0.0352, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029669168589771003", "ticker_idx": 0, "ts": "2026-03-05T21:23:33+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The option position is back on folks.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Reinstated long option position in INTC, endorsing thesis that data center CPUs sold out and hyperscalers blocking IFS fab capacity.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The option position is back on folks. @Srasgon shout me out in the next earnings call.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC is the new $NVDA \n\n$INTC already told us - data center CPUs are sold out for multiple qtrs\n\nHyperscalers are trying to sign LTCs. This isn't them buying CPUs. This is them blocking fab capacity at IFS\n\n#AI shops will go from GPU rich to CPU poor. Enterprises will be https://t.co/C4byG7XhMG", "parent_author": null, "ret_m1d": 0.05826814142529457, "ret_signed_m1d": 0.05826814142529457, "alpha_spy_m1d": 0.04498693299009915, "alpha_c_m1d": 0.0194043390293408, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.03886380239595377, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049746746964495436, "ret_signed_p1d": 0.049746746964495436, "alpha_spy_p1d": 0.040986785442182816, "alpha_c_p1d": 0.01345812586088746, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.036288621103607976, "ret_p1w": 0.05412257917825336, "ret_signed_p1w": 0.05412257917825336, "alpha_spy_p1w": 0.0691289137970661, "alpha_c_p1w": 0.03633303467251614, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": 0.01778954450573722, "ret_p1m": 0.16950716077218897, "ret_signed_p1m": 0.16950716077218897, "alpha_spy_p1m": 0.18683425734485126, "alpha_c_p1m": 0.12898789041624403, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": 0.040519270355944936, "ret_p3m": 1.595808471615383, "ret_signed_p3m": 1.595808471615383, "alpha_spy_p3m": 1.4709982751924646, "alpha_c_p3m": 0.9195943962885436, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": 0.6762140753268395, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16950716077218897, "alpha_spy_stated": 0.18683425734485126, "alpha_c_stated": 0.12898789041624403, "price_path": [-0.0673, -0.0608, -0.0901, -0.1292, -0.1361, -0.1407, -0.1697, -0.1644, -0.152, -0.1624, -0.1628, -0.1672, -0.1672, -0.1663, -0.1552, -0.1409, -0.1502, -0.1502, -0.093, -0.0933, -0.0778, -0.0182, -0.0532, 0.0491, 0.0147, 0.0891, 0.1221, 0.1129, 0.0815, 0.0815, 0.1184, 0.2494, 0.251, 0.038, -0.0214, 0.0117, 0.1234, 0.1207, 0.0702, 0.1241, 0.1343, 0.1193, 0.111, 0.1651, 0.1571, 0.0854, 0.1122, 0.0705, 0.0776, 0.0776, 0.0636, 0.047, 0.0276, 0.0159, 0.0048, 0.0622, 0.0797, 0.047, 0.0504, 0.0479, -0.0074, 0.0497, 0.0583, 0.0, 0.0497, 0.0774, 0.105, 0.0421, 0.0541, 0.0539, 0.0147, 0.0371, 0.0636, 0.0104, 0.0136, 0.0147, 0.0866, 0.0157, -0.0067, -0.0514, 0.0164, 0.1062, 0.1603, 0.1603, 0.1695, 0.2186, 0.3577, 0.4215, 0.4367, 0.5012, 0.4696, 0.4956, 0.5776, 0.5776, 0.5131, 0.526, 0.5032, 0.538, 0.901, 0.9574, 0.9466, 1.1822, 1.176, 1.2943, 1.2059, 1.4908, 1.6027, 1.5246, 1.877, 1.9811, 1.7778, 1.7704, 1.67, 1.5051, 1.4912, 1.5518, 1.7398, 1.7292, 1.76, 1.76, 1.8448, 1.8045, 1.7842, 1.6412, 1.518, 1.4857, 1.5958, 1.5744, 1.284, 1.5396, 1.4855, 1.4652, 1.6937, 1.869, 1.9447, 1.6958, 1.789, 2.0859, 2.0859, 2.246, 2.0465, 2.032, 2.0601, 2.0601, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2049960552882147442", "ticker_idx": 0, "ts": "2026-04-30T21:14:16+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "most of the people who escape the permanent underclass won't be employees at big AI labs but mainly people who decided to full port semis for the next 3 years", "tweet_type": "prediction", "timeline": "years", "summary": "Full allocation to semis for next 3 years; AI buildout is real and semiconductor stocks are the way to play it.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "SMH is the leading US semiconductor ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "It’s looking more likely that most of the people who escape the permanent underclass won’t be employees at big AI labs but mainly people who decided to full port semis for the next 3 years.", "reply_text": null, "parent_text": null, "quoted_text": "POV: It's 2030\n\n• $NVDA is at $650\n• $SNDK is at $4800\n• $AMD is at $2100\n\nThe AI hype was not a bubble and you are still sidelined. https://t.co/S9yQDEPKy2", "parent_author": null, "ret_m1d": -0.006080589343258502, "ret_signed_m1d": -0.006080589343258502, "alpha_spy_m1d": -0.0033191407651654847, "alpha_c_m1d": -0.0033191407651654847, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": -0.0027614485780930176, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00594327161697672, "ret_signed_p1d": -0.00594327161697672, "alpha_spy_p1d": -0.0022798794702202363, "alpha_c_p1d": -0.0022798794702202363, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.0036633921467564834, "ret_p1w": 0.11125489366495978, "ret_signed_p1w": 0.11125489366495978, "alpha_spy_p1w": 0.0877067111805987, "alpha_c_p1w": 0.0877067111805987, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.02354818248436108, "ret_p1m": 0.1922050700769351, "ret_signed_p1m": 0.1922050700769351, "alpha_spy_p1m": 0.13962758504069006, "alpha_c_p1m": 0.13962758504069006, "bench_spy_p1m": 0.05257748503624504, "bench_c_p1m": 0.05257748503624504, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.22, -0.2507, -0.2525, -0.2122, -0.2024, -0.2061, -0.1864, -0.2034, -0.2003, -0.2003, -0.2007, -0.1908, -0.1954, -0.1859, -0.1901, -0.1778, -0.1641, -0.1919, -0.2029, -0.2029, -0.2329, -0.2172, -0.2245, -0.2535, -0.2265, -0.2206, -0.2134, -0.2387, -0.2403, -0.2273, -0.2215, -0.2278, -0.2254, -0.2453, -0.2324, -0.226, -0.2173, -0.253, -0.2659, -0.2889, -0.248, -0.2312, -0.2305, -0.2305, -0.2233, -0.2156, -0.1705, -0.156, -0.1431, -0.1304, -0.1134, -0.1115, -0.1079, -0.0896, -0.09, -0.0886, -0.0647, -0.0549, -0.0066, -0.007, -0.0365, -0.0201, -0.0061, 0.0, -0.0059, 0.0252, 0.0783, 0.0594, 0.1113, 0.1304, 0.1009, 0.1229, 0.1344, 0.0912, 0.0713, 0.067, 0.1076, 0.1139, 0.1304, 0.1304, 0.1811, 0.1681, 0.1766, 0.1748, 0.1922, 0.2401, 0.2512, 0.2309, 0.1174, 0.1733, 0.1593, 0.1198, 0.1954, 0.216, 0.2693, 0.2083, 0.2239, 0.2943, 0.2943, 0.3121, 0.2201, 0.214, 0.2492, 0.2492, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2051705903511167140", "ticker_idx": 0, "ts": "2026-05-05T16:49:40+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect after this earnings it will", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects INTC to overtake AMD in market cap after upcoming earnings; implies INTC outperforms AMD.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Intel almost overtaking AMD in market cap. I expect after this earnings it will.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1143782022381391, "ret_signed_m1d": -0.1143782022381391, "alpha_spy_m1d": -0.10641981749686436, "alpha_c_m1d": -0.0839586537060878, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044937591694703904, "ret_signed_p1d": 0.044937591694703904, "alpha_spy_p1d": 0.03103819200192981, "alpha_c_p1d": -0.00685220186893587, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.1152103458962146, "ret_signed_p1w": 0.1152103458962146, "alpha_spy_p1w": 0.09530077201770815, "alpha_c_p1w": 0.04143813411009689, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.04216363841199389, "ret_signed_p1m": 0.04216363841199389, "alpha_spy_p1m": 6.468778078061455e-05, "alpha_c_p1m": -0.17825385844948727, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04216363841199389, "alpha_spy_stated": 6.468778078061455e-05, "alpha_c_stated": -0.17825385844948727, "price_path": [-0.554, -0.5322, -0.5355, -0.5642, -0.5535, -0.5702, -0.5674, -0.5674, -0.573, -0.5797, -0.5874, -0.5921, -0.5966, -0.5736, -0.5665, -0.5797, -0.5783, -0.5793, -0.6015, -0.5785, -0.5751, -0.5985, -0.5785, -0.5675, -0.5564, -0.5816, -0.5768, -0.5769, -0.5926, -0.5836, -0.573, -0.5944, -0.5931, -0.5926, -0.5638, -0.5922, -0.6012, -0.6191, -0.592, -0.5559, -0.5342, -0.5342, -0.5305, -0.5108, -0.4549, -0.4293, -0.4232, -0.3973, -0.41, -0.3995, -0.3666, -0.3666, -0.3925, -0.3873, -0.3965, -0.3825, -0.2368, -0.2141, -0.2185, -0.1239, -0.1264, -0.0789, -0.1144, 0.0, 0.0449, 0.0136, 0.1551, 0.1969, 0.1152, 0.1123, 0.0719, 0.0057, 0.0002, 0.0245, 0.1, 0.0957, 0.1081, 0.1081, 0.1421, 0.1259, 0.1178, 0.0604, 0.0109, -0.002, 0.0422, 0.0336, -0.083, 0.0196, -0.0021, -0.0103, 0.0815, 0.1518, 0.1822, 0.0823, 0.1197, 0.2389, 0.2389, 0.3032, 0.2231, 0.2173, 0.2286, 0.2286, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2044465703156334678", "ticker_idx": 0, "ts": "2026-04-15T17:19:42+00:00", "symbol": "BIRD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Might need to buy hella puts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish Allbirds; eyeing puts on what author calls a top signal.", "resolved_tickers": ["BIRD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "original", "lang": "en", "tweet_text": "AllBirds is very very top signal. Might need to buy hella puts.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.8534431993477968, "ret_signed_m1d": 0.8534431993477968, "alpha_spy_m1d": 0.8456140100128674, "alpha_c_m1d": 0.8387198783970982, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": -0.014723320950698615, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.3578575636028929, "ret_signed_p1d": 0.3578575636028929, "alpha_spy_p1d": 0.3603149112498305, "alpha_c_p1d": 0.3532035964463286, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": -0.004653967156564298, "ret_p1w": -0.5038257552241876, "ret_signed_p1w": 0.5038257552241876, "alpha_spy_p1w": 0.5199272048302452, "alpha_c_p1w": 0.5101719741046997, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": 0.006346218880512122, "ret_p1m": -0.7345497180907249, "ret_signed_p1m": 0.7345497180907249, "alpha_spy_p1m": 0.8034556414892854, "alpha_c_p1m": 0.7386958997638219, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.004146181673096994, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7345497180907249, "alpha_spy_stated": 0.8034556414892854, "alpha_c_stated": 0.7386958997638219, "price_path": [-0.761, -0.761, -0.7646, -0.7593, -0.7469, -0.7563, -0.7634, -0.7693, -0.7663, -0.7657, -0.7699, -0.7734, -0.7905, -0.7911, -0.7937, -0.7934, -0.804, -0.8034, -0.814, -0.8205, -0.8234, -0.8234, -0.8199, -0.8205, -0.817, -0.8146, -0.8287, -0.8399, -0.834, -0.8246, -0.8328, -0.8323, -0.8376, -0.8358, -0.8464, -0.854, -0.817, -0.7863, -0.8105, -0.8199, -0.8181, -0.817, -0.8081, -0.8158, -0.8122, -0.8158, -0.8111, -0.8034, -0.7899, -0.7958, -0.8128, -0.8246, -0.8228, -0.8458, -0.8434, -0.8434, -0.8476, -0.8517, -0.8523, -0.8499, -0.8593, -0.8511, -0.8534, 0.0, -0.3579, -0.3643, -0.3514, -0.4997, -0.5038, -0.5285, -0.5868, -0.6057, -0.5903, -0.6033, -0.6174, -0.6198, -0.6551, -0.6692, -0.6421, -0.6339, -0.6704, -0.6857, -0.6975, -0.7275, -0.7345, -0.7404, -0.7634, -0.764, -0.7652, -0.7552, -0.774, -0.774, -0.7746, -0.7675, -0.7487, -0.7575, -0.754, -0.7393, -0.7587, -0.7569, -0.7746, -0.7616, -0.7687, -0.7781, -0.7716, -0.7846, -0.774, -0.7681, -0.6775, -0.6486, -0.6486, -0.6757, -0.6986, -0.7134, -0.7481, -0.7481, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048832514589167922", "ticker_idx": 0, "ts": "2026-04-27T18:31:51+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Please guys get out of the permanent underclass this a trillion dollar company at worst, the fact that AMD still has a higher valuation is crazy", "tweet_type": "analysis", "timeline": "years", "summary": "Long Intel as a trillion-dollar opportunity on EMIB packaging dominance; AMD's higher valuation seen as unjustified; TSMC to lose packaging leadership by 2030.", "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": "TSMC will lose its crown not because they didn’t keep up on high end logic but because they didn’t invest in their packaging offering enough. Today EMIB is far superior than even what TSMC is projecting to offer with CoPoS in 2030… \n\nMy prediction is Feynmen will completely use EMIB the rumor of it being used just for an I/O die is wishful thinking. Even if you just estimate Intel does the I/O dies for Feynmen an extra 4.8B in revenue. If they get used for the compute dies which is my assumption the revenue becomes 28-66 billion a year from a range of (2.5 to 6M packages). \n\nThis isn’t even including doing deals with TPU & other hyperscaler ASICs. Please guys get out of the permanent underclass this a trillion dollar company at worst, the fact that AMD still has a higher valuation is crazy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028826885631522026, "ret_signed_m1d": -0.028826885631522026, "alpha_spy_m1d": -0.02710706068745483, "alpha_c_m1d": -0.029182419689731787, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005530076862179545, "ret_signed_p1d": -0.005530076862179545, "alpha_spy_p1d": -0.000664084595060066, "alpha_c_p1d": 0.02419776657841599, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.12695612644705134, "ret_signed_p1w": 0.12695612644705134, "alpha_spy_p1w": 0.12298504209485728, "alpha_c_p1w": 0.1259092359775824, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.4533474496735088, "ret_signed_p1m": 0.4533474496735088, "alpha_spy_p1m": 0.4038206838924465, "alpha_c_p1m": 0.26395859210365935, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4261, -0.4275, -0.4532, -0.4257, -0.4205, -0.4282, -0.4324, -0.4048, -0.4089, -0.4455, -0.4318, -0.4531, -0.4495, -0.4495, -0.4566, -0.4651, -0.475, -0.481, -0.4866, -0.4573, -0.4484, -0.4651, -0.4633, -0.4646, -0.4929, -0.4637, -0.4593, -0.4891, -0.4637, -0.4496, -0.4355, -0.4676, -0.4615, -0.4616, -0.4816, -0.4702, -0.4566, -0.4838, -0.4822, -0.4816, -0.4449, -0.4811, -0.4925, -0.5154, -0.4808, -0.4349, -0.4072, -0.4072, -0.4025, -0.3775, -0.3064, -0.2738, -0.266, -0.2331, -0.2492, -0.2359, -0.194, -0.194, -0.227, -0.2204, -0.232, -0.2143, -0.0288, 0.0, -0.0055, 0.1148, 0.1117, 0.1721, 0.127, 0.2725, 0.3297, 0.2898, 0.4698, 0.523, 0.4191, 0.4153, 0.364, 0.2798, 0.2727, 0.3037, 0.3997, 0.3943, 0.41, 0.41, 0.4533, 0.4328, 0.4224, 0.3493, 0.2864, 0.2699, 0.3262, 0.3152, 0.1668, 0.2974, 0.2698, 0.2594, 0.3762, 0.4657, 0.5044, 0.3772, 0.4249, 0.5765, 0.5765, 0.6583, 0.5564, 0.549, 0.5634, 0.5634, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048832514589167922", "ticker_idx": 1, "ts": "2026-04-27T18:31:51+00:00", "symbol": "2330.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "TSMC will lose its crown not because they didn't keep up on high end logic but because they didn't invest in their packaging offering enough", "tweet_type": "analysis", "timeline": "years", "summary": "Long Intel as a trillion-dollar opportunity on EMIB packaging dominance; AMD's higher valuation seen as unjustified; TSMC to lose packaging leadership by 2030.", "resolved_tickers": ["2330.TW"], "resolution_method": "identity", "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": "TSMC will lose its crown not because they didn’t keep up on high end logic but because they didn’t invest in their packaging offering enough. Today EMIB is far superior than even what TSMC is projecting to offer with CoPoS in 2030… \n\nMy prediction is Feynmen will completely use EMIB the rumor of it being used just for an I/O die is wishful thinking. Even if you just estimate Intel does the I/O dies for Feynmen an extra 4.8B in revenue. If they get used for the compute dies which is my assumption the revenue becomes 28-66 billion a year from a range of (2.5 to 6M packages). \n\nThis isn’t even including doing deals with TPU & other hyperscaler ASICs. Please guys get out of the permanent underclass this a trillion dollar company at worst, the fact that AMD still has a higher valuation is crazy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02257335469967403, "ret_signed_m1d": -0.02257335469967403, "alpha_spy_m1d": -0.024293179643741225, "alpha_c_m1d": -0.02221782064146427, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01580140354754933, "ret_signed_p1d": 0.01580140354754933, "alpha_spy_p1d": 0.010935411280429852, "alpha_c_p1d": -0.013926439893046205, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.01580140354754933, "ret_signed_p1w": -0.01580140354754933, "alpha_spy_p1w": -0.011830319195355266, "alpha_c_p1w": -0.0147545130780804, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.03837475824722336, "ret_signed_p1m": -0.03837475824722336, "alpha_spy_p1m": 0.011152007533838937, "alpha_c_p1m": 0.1510140993226261, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1878, -0.2013, -0.2058, -0.19, -0.1968, -0.2058, -0.199, -0.1833, -0.154, -0.1383, -0.1383, -0.1383, -0.1383, -0.1383, -0.1383, -0.1383, -0.1383, -0.145, -0.1158, -0.0933, -0.1023, -0.1023, -0.1113, -0.1293, -0.1608, -0.145, -0.1495, -0.1855, -0.1675, -0.127, -0.1518, -0.1608, -0.1698, -0.1558, -0.14, -0.1648, -0.1693, -0.1828, -0.1828, -0.167, -0.1693, -0.1783, -0.1964, -0.2054, -0.1625, -0.1828, -0.1828, -0.1828, -0.1603, -0.1196, -0.1174, -0.0971, -0.1016, -0.0722, -0.0609, -0.0587, -0.0835, -0.0858, -0.0745, -0.0745, -0.0609, -0.0135, 0.0226, 0.0, -0.0158, -0.0361, -0.0361, 0.0271, 0.0158, 0.0158, 0.0429, 0.0339, 0.009, 0.0181, 0.0023, 0.0248, 0.0226, 0.0113, -0.0045, -0.0135, 0.0068, 0.0181, 0.0429, 0.0248, 0.0384, 0.0361, 0.0632, 0.0632, 0.0745, 0.0948, 0.0767, 0.0677, 0.0361, 0.0406, 0.0181, 0.0185, 0.0457, 0.0751, 0.0864, 0.0796, 0.0909, 0.0909, 0.1362, 0.1272, 0.0819, 0.0819, 0.0593, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2050314321482437103", "ticker_idx": 0, "ts": "2026-05-01T20:40:01+00:00", "symbol": "Sandisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy companies that solve important problems and provide value", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Dismisses chart-based run-up concern on Sandisk; remains bullish on owning it as a problem-solving, value-creating business.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk (spun from WDC), Nasdaq: SNDK", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Guys stop telling me Sandisk has run up so much yada yada like broooo I don’t caaaaaaare I don’t look at the chart like a baboon.\n\nThe chart just confirms when I was right. All that matters is problem solving, this is engineering, this is not commodities. \n\nBuy companies that solve important problems and provide value. There’s a lot of value to create in the world still.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.054830941470187855, "ret_signed_m1d": -0.054830941470187855, "alpha_spy_m1d": -0.058507803404077685, "alpha_c_m1d": -0.05372011956850942, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": -0.0011108219016784382, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11980631813456544, "ret_signed_p1d": 0.11980631813456544, "alpha_spy_p1d": 0.11178408941062301, "alpha_c_p1d": 0.09771441508632428, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.022091903048241157, "ret_p1w": 0.23227117405172337, "ret_signed_p1w": 0.23227117405172337, "alpha_spy_p1w": 0.20261977922111352, "alpha_c_p1w": 0.13458530935705237, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.097685864694671, "ret_p1m": 0.3666810037514563, "ret_signed_p1m": 0.3666810037514563, "alpha_spy_p1m": 0.3087987442970854, "alpha_c_p1m": 0.14353995237262018, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.2231410513788361, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3666810037514563, "alpha_spy_stated": 0.3087987442970854, "alpha_c_stated": 0.14353995237262018, "price_path": [-0.5345, -0.5412, -0.5239, -0.5355, -0.5687, -0.5228, -0.4981, -0.5011, -0.5011, -0.5297, -0.5219, -0.5054, -0.4825, -0.4693, -0.4916, -0.4965, -0.4809, -0.4941, -0.507, -0.5498, -0.523, -0.5496, -0.5801, -0.5312, -0.5072, -0.4781, -0.5073, -0.4732, -0.4397, -0.4266, -0.3999, -0.3852, -0.4349, -0.4406, -0.4406, -0.4602, -0.5197, -0.5096, -0.5441, -0.4941, -0.4484, -0.4413, -0.4413, -0.423, -0.434, -0.3782, -0.3219, -0.3218, -0.2416, -0.248, -0.29, -0.2679, -0.2666, -0.273, -0.2806, -0.2204, -0.2575, -0.2118, -0.1478, -0.2019, -0.1526, -0.1269, -0.0548, 0.0, 0.1198, 0.1227, 0.067, 0.244, 0.2323, 0.1562, 0.1524, 0.101, 0.1208, 0.0614, 0.1015, 0.1088, 0.228, 0.1774, 0.1774, 0.2657, 0.266, 0.3072, 0.3497, 0.4026, 0.3667, 0.4584, 0.4012, 0.2416, 0.3075, 0.3111, 0.3084, 0.4982, 0.5767, 0.6784, 0.5858, 0.5597, 0.7396, 0.7396, 0.8105, 0.5636, 0.5244, 0.8593, 0.8593, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033600750346244260", "ticker_idx": 0, "ts": "2026-03-16T17:46:16+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The trade for GTC is to short Nvidia and long the suppliers", "tweet_type": "prediction", "timeline": "days", "summary": "Short NVDA into GTC event; long NVDA supplier stocks as the paired trade.", "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 trade for GTC is to short Nvidia and long the suppliers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01621007596763857, "ret_signed_m1d": 0.01621007596763857, "alpha_spy_m1d": 0.006135736153539462, "alpha_c_m1d": -0.0005192767710683333, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007040797336696936, "ret_signed_p1d": 0.007040797336696936, "alpha_spy_p1d": 0.009671342327802424, "alpha_c_p1d": 0.014554991473017753, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.0413710627931998, "ret_signed_p1w": 0.0413710627931998, "alpha_spy_p1w": 0.023643636486429198, "alpha_c_p1w": 0.03487221026246512, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.07253570425649558, "ret_signed_p1m": -0.07253570425649558, "alpha_spy_p1m": -0.03169062815026713, "alpha_c_p1m": 0.0749053614229982, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 0.11946709925553178, "ret_signed_p3m": -0.11946709925553178, "alpha_spy_p3m": -0.013724730147202324, "alpha_c_p3m": 0.42767443057901766, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.0413710627931998, "alpha_spy_stated": 0.023643636486429198, "alpha_c_stated": 0.03487221026246512, "price_path": [-0.0671, -0.0496, -0.0122, 0.0025, 0.0326, 0.0294, 0.0294, 0.0398, 0.0272, 0.0235, 0.0178, 0.0178, 0.0307, 0.0267, 0.0219, 0.0321, 0.0099, 0.0089, 0.0093, 0.0141, -0.0005, 0.0208, 0.0164, 0.0164, -0.0282, 0.0005, 0.0088, 0.0242, 0.0177, 0.0289, 0.0452, 0.0506, 0.0431, 0.013, -0.0158, -0.0493, -0.0619, 0.0119, 0.0372, 0.029, 0.0372, 0.0202, -0.0023, -0.0023, 0.0095, 0.0259, 0.0255, 0.036, 0.0454, 0.0525, 0.0673, 0.0091, -0.033, -0.0041, -0.0174, -0.001, 0.0006, -0.0295, -0.0032, 0.0084, 0.0153, -0.0004, -0.0162, 0.0, -0.007, -0.0154, -0.0254, -0.0574, -0.0414, -0.0438, -0.0248, -0.0654, -0.0857, -0.0985, -0.0481, -0.0408, -0.0318, -0.0318, -0.0305, -0.0279, -0.0062, 0.0038, 0.0295, 0.0332, 0.0725, 0.0854, 0.0826, 0.1008, 0.1028, 0.0909, 0.1052, 0.0896, 0.1367, 0.1822, 0.1635, 0.1421, 0.0892, 0.0831, 0.0833, 0.0725, 0.1343, 0.1543, 0.1745, 0.1977, 0.205, 0.2326, 0.2866, 0.2298, 0.2134, 0.2041, 0.2197, 0.1981, 0.1753, 0.1753, 0.1727, 0.1604, 0.1694, 0.1524, 0.2245, 0.2161, 0.1721, 0.1948, 0.1207, 0.1401, 0.1376, 0.0952, 0.1195, 0.1212, 0.1609, 0.1333, 0.1183, 0.1513, 0.1513, 0.1401, 0.0931, 0.0874, 0.0696, 0.0696, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033600750346244260", "ticker_idx": 1, "ts": "2026-03-16T17:46:16+00:00", "symbol": "semiconductors", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "The trade for GTC is to short Nvidia and long the suppliers", "tweet_type": "prediction", "timeline": "days", "summary": "Short NVDA into GTC event; long NVDA supplier stocks as the paired trade.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "SMH is the leading US semiconductor ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "The trade for GTC is to short Nvidia and long the suppliers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016729352738706904, "ret_signed_m1d": -0.016729352738706904, "alpha_spy_m1d": -0.006655012924607795, "alpha_c_m1d": -0.006655012924607795, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.01007433981409911, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0075141941363208176, "ret_signed_p1d": 0.0075141941363208176, "alpha_spy_p1d": 0.00488364914521533, "alpha_c_p1d": 0.00488364914521533, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.002630544991105488, "ret_p1w": -0.006498852530734678, "ret_signed_p1w": -0.006498852530734678, "alpha_spy_p1w": 0.011228573776035922, "alpha_c_p1w": 0.011228573776035922, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.0177274263067706, "ret_p1m": 0.14744106567949378, "ret_signed_p1m": 0.14744106567949378, "alpha_spy_p1m": 0.10659598957326533, "alpha_c_p1m": 0.10659598957326533, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.04084507610622845, "ret_p3m": 0.5471415298345494, "ret_signed_p3m": 0.5471415298345494, "alpha_spy_p3m": 0.44139916072622, "alpha_c_p3m": 0.44139916072622, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.10574236910832946, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.006498852530734678, "alpha_spy_stated": 0.011228573776035922, "alpha_c_stated": 0.011228573776035922, "price_path": [-0.1415, -0.1212, -0.0985, -0.0869, -0.0781, -0.0755, -0.0755, -0.0712, -0.0754, -0.0777, -0.0858, -0.0858, -0.0523, -0.0415, -0.016, -0.0226, -0.0379, -0.0119, -0.0083, -0.0061, -0.0141, 0.0063, 0.0164, 0.0164, -0.009, 0.0203, 0.0226, 0.0157, 0.0124, 0.0338, 0.0577, 0.0599, 0.0242, 0.0357, 0.0095, -0.0302, -0.0326, 0.0196, 0.0323, 0.0275, 0.053, 0.0309, 0.035, 0.035, 0.0345, 0.0473, 0.0413, 0.0536, 0.0481, 0.0641, 0.0818, 0.0459, 0.0316, 0.0317, -0.0073, 0.0131, 0.0036, -0.0339, 0.0011, 0.0087, 0.018, -0.0147, -0.0167, 0.0, 0.0075, -0.0006, 0.0025, -0.0233, -0.0065, 0.0017, 0.0129, -0.0332, -0.0499, -0.0797, -0.0267, -0.005, -0.0041, -0.0041, 0.0052, 0.0152, 0.0736, 0.0924, 0.1091, 0.1255, 0.1474, 0.15, 0.1545, 0.1783, 0.1778, 0.1796, 0.2105, 0.2232, 0.2856, 0.2852, 0.247, 0.2682, 0.2864, 0.2942, 0.2865, 0.3269, 0.3956, 0.3711, 0.4382, 0.463, 0.4248, 0.4532, 0.4682, 0.4123, 0.3865, 0.3809, 0.4334, 0.4416, 0.463, 0.463, 0.5286, 0.5117, 0.5227, 0.5204, 0.543, 0.6049, 0.6194, 0.593, 0.4462, 0.5185, 0.5003, 0.4493, 0.5471, 0.5738, 0.6427, 0.5638, 0.584, 0.6752, 0.6752, 0.6981, 0.5791, 0.5712, 0.6168, 0.6168, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038627680900579482", "ticker_idx": 0, "ts": "2026-03-30T14:41:29+00:00", "symbol": "fertilizer", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my biggest long is fertilizer. Food has inelastic demand when you're hungry. The price of fertilizer companies can double from here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long fertilizer sector; supply shock + inelastic food demand could double fertilizer company prices.", "resolved_tickers": ["MOO"], "resolution_method": "etf", "resolution_reason": "MOO (VanEck Agribusiness ETF) covers fertilizer names", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "30-50% of fertilizer supply is gone. This will impact the growing season and lead to large food price increases if not worse…\n\nI saw this 4 weeks ago though my biggest long is fertilizer. Food has inelastic demand when you’re hungry. The price of fertilizer companies can double from here .", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007922170832506126, "ret_signed_m1d": -0.007922170832506126, "alpha_spy_m1d": -0.011276777279896066, "alpha_c_m1d": -0.011276777279896066, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.0033546064473899406, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014284029243540664, "ret_signed_p1d": 0.014284029243540664, "alpha_spy_p1d": -0.01478383654121651, "alpha_c_p1d": -0.01478383654121651, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.029067865784757174, "ret_p1w": 0.020045682958582445, "ret_signed_p1w": 0.020045682958582445, "alpha_spy_p1w": -0.022614608551827953, "alpha_c_p1w": -0.022614608551827953, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.0426602915104104, "ret_p1m": -0.015124169292524026, "ret_signed_p1m": -0.015124169292524026, "alpha_spy_p1m": -0.14126937838777287, "alpha_c_p1m": -0.14126937838777287, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.12614520909524884, "ret_p3m": -0.04825347210266151, "ret_signed_p3m": -0.04825347210266151, "alpha_spy_p3m": -0.21316910101511843, "alpha_c_p3m": -0.21316910101511843, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.16491562891245692, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.015124169292524026, "alpha_spy_stated": -0.14126937838777287, "alpha_c_stated": -0.14126937838777287, "price_path": [-0.1263, -0.1263, -0.1156, -0.1126, -0.1095, -0.1206, -0.0996, -0.1001, -0.0979, -0.0949, -0.0754, -0.0672, -0.0702, -0.0702, -0.0718, -0.0555, -0.0532, -0.0475, -0.0395, -0.0259, -0.0331, -0.0272, -0.036, -0.0312, -0.0214, -0.0077, -0.0194, -0.0034, 0.0079, 0.0152, 0.028, 0.02, 0.0238, 0.0238, 0.0244, 0.0174, 0.0342, 0.0311, 0.0185, 0.0272, 0.0203, 0.0161, 0.0274, 0.0227, -0.0013, -0.0073, -0.0184, -0.0152, -0.0079, -0.0102, 0.0056, 0.0174, 0.0028, 0.0024, 0.016, 0.0013, -0.0109, -0.0375, -0.032, -0.0132, -0.0044, -0.0065, -0.0079, 0.0, 0.0143, 0.0156, 0.0206, 0.0206, 0.02, 0.0222, 0.034, 0.0266, 0.0203, 0.0238, 0.0176, 0.0053, 0.0059, -0.0004, 0.0056, -0.0024, -0.0024, -0.0022, -0.0139, -0.014, -0.0151, -0.017, 0.0065, 0.0008, 0.0042, 0.015, 0.011, -0.0204, -0.0198, -0.0168, -0.0082, -0.0115, -0.0161, -0.0258, -0.0204, -0.0275, -0.0271, -0.0342, -0.0365, -0.0365, -0.0377, -0.0343, -0.0361, -0.0462, -0.0478, -0.0426, -0.0381, -0.0369, -0.0565, -0.0685, -0.0653, -0.0731, -0.0646, -0.0567, -0.0605, -0.064, -0.0723, -0.0762, -0.0762, -0.0769, -0.0813, -0.0738, -0.0483, -0.0483, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046368353082826914", "ticker_idx": 0, "ts": "2026-04-20T23:20:09+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "extremely bullish for Apple silicon and Apple stock", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Ternus taking over is extremely bullish for AAPL on Apple silicon hardware acceleration.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Ternus taking over at Apple means two things:\n\n1) extremely bullish for Apple silicon and Apple stock\n\n2) Apple is about to become the Mecca of hardware engineers around the world\n\n---\n\nThe fuck it we will do it in hardware vibes are strong.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02584798810075606, "ret_signed_m1d": 0.02584798810075606, "alpha_spy_m1d": 0.0192579509853541, "alpha_c_m1d": 0.026688424653721787, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0008404365529657287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026298995241013978, "ret_signed_p1d": 0.026298995241013978, "alpha_spy_p1d": 0.016172283145895028, "alpha_c_p1d": 0.004319554827570515, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.021979440413443463, "ret_p1w": 0.01705667690823942, "ret_signed_p1w": 0.01705667690823942, "alpha_spy_p1w": 0.0062483207498682525, "alpha_c_p1w": -0.0033713630574321307, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.02042803996567155, "ret_p1m": 0.1365985867754378, "ret_signed_p1m": 0.1365985867754378, "alpha_spy_p1m": 0.08380632742912253, "alpha_c_p1m": -0.008530387151277408, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.1451289739267152, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1365985867754378, "alpha_spy_stated": 0.08380632742912253, "alpha_c_stated": -0.008530387151277408, "price_path": [-0.0678, -0.069, -0.0413, -0.0306, -0.0375, -0.0305, -0.026, 0.0135, 0.0115, 0.0378, 0.0356, 0.0439, 0.0317, 0.0282, 0.0351, -0.0167, -0.039, -0.039, -0.0086, -0.0068, -0.021, -0.006, 0.0, 0.0224, 0.0303, 0.0255, -0.0075, -0.0054, -0.0091, -0.0137, -0.0221, -0.0327, -0.0236, -0.0201, -0.0201, -0.0391, -0.0603, -0.0502, -0.0449, -0.061, -0.0647, -0.0683, -0.0552, -0.0546, -0.0509, -0.0499, -0.0653, -0.0734, -0.0465, -0.0396, -0.0385, -0.0385, -0.0275, -0.0476, -0.0273, -0.0213, -0.0214, -0.0262, -0.0276, 0.001, -0.0104, 0.0153, 0.0258, 0.0, 0.0263, 0.0273, 0.0184, 0.0054, 0.0171, 0.015, 0.0195, 0.0525, 0.04, 0.0677, 0.0802, 0.0799, 0.102, 0.1006, 0.1086, 0.1239, 0.1214, 0.129, 0.12, 0.1243, 0.1366, 0.1469, 0.1613, 0.1613, 0.1595, 0.1689, 0.1752, 0.1735, 0.1519, 0.1853, 0.1667, 0.1704, 0.1557, 0.1339, 0.0926, 0.0965, 0.1117, 0.0948, 0.1147, 0.1253, 0.1129, 0.1207, 0.1207, 0.1169, 0.1067, 0.1021, 0.0347, 0.0347, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042336881069949227", "ticker_idx": 0, "ts": "2026-04-09T20:20:31+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Meta & Google are thriving", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long META/Google on data+network moat; bullish AMZN/MSFT long-term once capex tapers; SaaS big names impaired.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "There probably is some alpha in SaaS left but it’s not going to be in these big names. \n\nThe SaaS days are over. Only real moat left is data, distribution, & network effects it’s why we see Meta & Google are thriving. Amazon & Microsoft not as much but will probably turn around once the capex tapers off.", "reply_text": null, "parent_text": null, "quoted_text": "In all my years I can't remember where 1 company - Anthropic- has destroyed so much market cap. Software death spirals https://t.co/reUWyvlC6w", "parent_author": null, "ret_m1d": -0.0023337377922749702, "ret_signed_m1d": -0.0023337377922749702, "alpha_spy_m1d": -0.002995951455562862, "alpha_c_m1d": -0.005142040379276569, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0028083025870015987, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0074144986406494695, "ret_signed_p1d": 0.0074144986406494695, "alpha_spy_p1d": -0.002357948605832272, "alpha_c_p1d": -0.0002205131829522422, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.007635011823601712, "ret_p1w": 0.09317948374744311, "ret_signed_p1w": 0.09317948374744311, "alpha_spy_p1w": 0.048025932222528045, "alpha_c_p1w": 0.047984171622416305, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04519531212502681, "ret_p1m": -0.04921722160955255, "ret_signed_p1m": -0.04921722160955255, "alpha_spy_p1m": -0.13728713580996943, "alpha_c_p1m": -0.06352180943014529, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.01430458782059274, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04921722160955255, "alpha_spy_stated": -0.13728713580996943, "alpha_c_stated": -0.06352180943014529, "price_path": [0.0011, -0.0236, -0.0152, -0.0161, -0.0161, -0.0417, -0.0277, 0.0273, 0.045, 0.0666, 0.0675, 0.0608, 0.1712, 0.1366, 0.1206, 0.0972, 0.0612, 0.0632, 0.0493, 0.0743, 0.064, 0.0607, 0.0308, 0.0149, 0.0149, 0.0141, 0.0203, 0.0228, 0.0401, 0.0109, 0.0141, 0.0369, 0.0422, 0.0282, 0.0367, 0.0392, 0.0592, 0.0479, 0.0229, 0.027, 0.0375, 0.0388, 0.0123, -0.0265, -0.0038, -0.0114, -0.0225, -0.0368, -0.0575, -0.041, -0.0586, -0.0555, -0.1307, -0.1653, -0.1484, -0.0917, -0.0804, -0.088, -0.088, -0.0902, -0.087, -0.0277, -0.0023, 0.0, 0.0074, 0.0518, 0.0662, 0.0746, 0.0932, 0.0652, 0.0619, 0.0712, 0.0465, 0.0717, 0.0774, 0.0659, 0.0623, -0.0285, -0.0335, -0.0309, -0.0395, -0.027, -0.0207, -0.0321, -0.0492, -0.0426, -0.021, -0.0181, -0.0248, -0.0296, -0.0433, -0.0394, -0.0357, -0.0311, -0.0311, -0.0278, 0.0086, 0.0086, 0.0042, -0.0467, -0.0512, -0.0109, -0.0036, -0.0585, -0.0706, -0.0719, -0.0935, -0.0975, -0.0998, -0.0569, -0.0462, -0.098, -0.0827, -0.0827, -0.104, -0.1066, -0.1138, -0.1373, -0.1373, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042336881069949227", "ticker_idx": 1, "ts": "2026-04-09T20:20:31+00:00", "symbol": "GOOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Meta & Google are thriving", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long META/Google on data+network moat; bullish AMZN/MSFT long-term once capex tapers; SaaS big names impaired.", "resolved_tickers": ["GOOG"], "resolution_method": "exchange_ticker", "resolution_reason": "Alphabet Inc. Class C, Nasdaq: GOOG", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "There probably is some alpha in SaaS left but it’s not going to be in these big names. \n\nThe SaaS days are over. Only real moat left is data, distribution, & network effects it’s why we see Meta & Google are thriving. Amazon & Microsoft not as much but will probably turn around once the capex tapers off.", "reply_text": null, "parent_text": null, "quoted_text": "In all my years I can't remember where 1 company - Anthropic- has destroyed so much market cap. Software death spirals https://t.co/reUWyvlC6w", "parent_author": null, "ret_m1d": 0.00205884543329371, "ret_signed_m1d": 0.00205884543329371, "alpha_spy_m1d": 0.0013966317700058184, "alpha_c_m1d": -0.0007494571537078887, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0028083025870015987, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01105414394992299, "ret_signed_p1d": 0.01105414394992299, "alpha_spy_p1d": 0.0012816967034412485, "alpha_c_p1d": 0.003419132126321278, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.007635011823601712, "ret_p1w": 0.07500321588813152, "ret_signed_p1w": 0.07500321588813152, "alpha_spy_p1w": 0.029849664363216455, "alpha_c_p1w": 0.029807903763104715, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04519531212502681, "ret_p1m": 0.22504117787585032, "ret_signed_p1m": 0.22504117787585032, "alpha_spy_p1m": 0.13697126367543344, "alpha_c_p1m": 0.21073659005525758, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.01430458782059274, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22504117787585032, "alpha_spy_stated": 0.13697126367543344, "alpha_c_stated": 0.21073659005525758, "price_path": [0.0648, 0.0645, 0.0545, 0.0456, 0.0456, 0.0197, 0.0394, 0.0472, 0.0395, 0.0559, 0.0603, 0.0644, 0.0719, 0.0715, 0.0917, 0.0784, 0.0551, 0.0487, 0.0227, 0.0268, 0.0085, -0.0146, -0.0208, -0.0314, -0.0314, -0.0415, -0.038, -0.0392, -0.0033, -0.0135, -0.0159, -0.0092, -0.0278, -0.0143, -0.0303, -0.0392, -0.0395, -0.0476, -0.0558, -0.0308, -0.0278, -0.0231, -0.0396, -0.0452, -0.0358, -0.02, -0.0298, -0.0316, -0.0536, -0.0529, -0.084, -0.0828, -0.1108, -0.1329, -0.1349, -0.0914, -0.0659, -0.0673, -0.0673, -0.0572, -0.0373, -0.0031, 0.0021, 0.0, 0.0111, 0.0471, 0.0594, 0.054, 0.075, 0.0623, 0.0467, 0.0697, 0.0698, 0.0843, 0.1039, 0.1007, 0.1001, 0.2097, 0.2138, 0.2025, 0.2171, 0.2516, 0.2521, 0.2576, 0.225, 0.2157, 0.2639, 0.258, 0.2458, 0.2451, 0.2191, 0.2191, 0.2146, 0.2016, 0.2016, 0.2189, 0.2189, 0.223, 0.1923, 0.1801, 0.1352, 0.1266, 0.1696, 0.1585, 0.1446, 0.1482, 0.1198, 0.13, 0.1351, 0.1635, 0.1761, 0.1476, 0.1646, 0.1646, 0.1054, 0.0968, 0.0935, 0.0845, 0.0845, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042336881069949227", "ticker_idx": 2, "ts": "2026-04-09T20:20:31+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Amazon & Microsoft not as much but will probably turn around once the capex tapers off", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long META/Google on data+network moat; bullish AMZN/MSFT long-term once capex tapers; SaaS big names impaired.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "There probably is some alpha in SaaS left but it’s not going to be in these big names. \n\nThe SaaS days are over. Only real moat left is data, distribution, & network effects it’s why we see Meta & Google are thriving. Amazon & Microsoft not as much but will probably turn around once the capex tapers off.", "reply_text": null, "parent_text": null, "quoted_text": "In all my years I can't remember where 1 company - Anthropic- has destroyed so much market cap. Software death spirals https://t.co/reUWyvlC6w", "parent_author": null, "ret_m1d": -0.019842314327719657, "ret_signed_m1d": -0.019842314327719657, "alpha_spy_m1d": -0.02050452799100755, "alpha_c_m1d": -0.01851356698528206, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.0013287473424375973, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006334400855383171, "ret_signed_p1d": 0.006334400855383171, "alpha_spy_p1d": -0.0034380463910985704, "alpha_c_p1d": -0.0027894791356131154, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.009123879990996286, "ret_p1w": 0.05109485873938513, "ret_signed_p1w": 0.05109485873938513, "alpha_spy_p1w": 0.00594130721447006, "alpha_c_p1w": -0.015518640878554368, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.0666134996179395, "ret_p1m": 0.1284083594452914, "ret_signed_p1m": 0.1284083594452914, "alpha_spy_p1m": 0.04033844524487451, "alpha_c_p1m": 0.07100731394554782, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.057401045499743564, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1284083594452914, "alpha_spy_stated": 0.04033844524487451, "alpha_c_stated": 0.07100731394554782, "price_path": [0.0177, -0.0073, -0.0008, 0.0031, 0.0031, -0.031, -0.0297, -0.0169, 0.0033, 0.0002, 0.0264, 0.0194, 0.0141, 0.0039, 0.0192, 0.001, -0.0226, -0.0658, -0.1177, -0.1244, -0.1318, -0.1439, -0.1627, -0.1661, -0.1661, -0.1562, -0.1409, -0.1406, -0.1186, -0.1389, -0.1251, -0.1164, -0.1278, -0.1191, -0.1258, -0.1244, -0.0904, -0.0816, -0.1056, -0.1044, -0.1009, -0.1079, -0.121, -0.1288, -0.1118, -0.0972, -0.1196, -0.1243, -0.1385, -0.1185, -0.1306, -0.1119, -0.1294, -0.1638, -0.157, -0.1263, -0.1167, -0.12, -0.12, -0.1073, -0.1032, -0.0719, -0.0198, 0.0, 0.0063, 0.0446, 0.0425, 0.0475, 0.0511, 0.0415, 0.0484, 0.0712, 0.0701, 0.1074, 0.0954, 0.0894, 0.1034, 0.1119, 0.1253, 0.1412, 0.1475, 0.1536, 0.1376, 0.1439, 0.1284, 0.1151, 0.1332, 0.121, 0.1081, 0.1111, 0.0879, 0.1117, 0.1262, 0.1172, 0.1172, 0.1129, 0.1404, 0.1494, 0.1353, 0.096, 0.0761, 0.0488, 0.0646, 0.0321, 0.0287, 0.0244, -0.0016, 0.0131, 0.0007, 0.032, 0.032, -0.0037, 0.0252, 0.0252, -0.0235, -0.0179, -0.0172, -0.0477, -0.0477, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042336881069949227", "ticker_idx": 3, "ts": "2026-04-09T20:20:31+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Amazon & Microsoft not as much but will probably turn around once the capex tapers off", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long META/Google on data+network moat; bullish AMZN/MSFT long-term once capex tapers; SaaS big names impaired.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "There probably is some alpha in SaaS left but it’s not going to be in these big names. \n\nThe SaaS days are over. Only real moat left is data, distribution, & network effects it’s why we see Meta & Google are thriving. Amazon & Microsoft not as much but will probably turn around once the capex tapers off.", "reply_text": null, "parent_text": null, "quoted_text": "In all my years I can't remember where 1 company - Anthropic- has destroyed so much market cap. Software death spirals https://t.co/reUWyvlC6w", "parent_author": null, "ret_m1d": 0.005932014140383357, "ret_signed_m1d": 0.005932014140383357, "alpha_spy_m1d": 0.005269800477095465, "alpha_c_m1d": 0.005269800477095465, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0006622136632878917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03640089840318694, "ret_signed_p1d": 0.03640089840318694, "alpha_spy_p1d": 0.026628451156705202, "alpha_c_p1d": 0.026628451156705202, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.009772447246481741, "ret_p1w": 0.13999517086846192, "ret_signed_p1w": 0.13999517086846192, "alpha_spy_p1w": 0.09484161934354685, "alpha_c_p1w": 0.09484161934354685, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04515355152491507, "ret_p1m": 0.11268097285889533, "ret_signed_p1m": 0.11268097285889533, "alpha_spy_p1m": 0.024611058658478457, "alpha_c_p1m": 0.024611058658478457, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.08806991420041688, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11268097285889533, "alpha_spy_stated": 0.024611058658478457, "alpha_c_stated": 0.024611058658478457, "price_path": [0.2662, 0.2358, 0.2285, 0.2371, 0.2371, 0.2228, 0.1948, 0.2137, 0.2535, 0.2652, 0.2929, 0.2957, 0.1662, 0.1576, 0.139, 0.1062, 0.1143, 0.0591, 0.0792, 0.1127, 0.1118, 0.0878, 0.081, 0.0796, 0.0796, 0.0676, 0.075, 0.0744, 0.0711, 0.0367, 0.0489, 0.0802, 0.0832, 0.059, 0.0746, 0.0891, 0.0926, 0.1073, 0.1027, 0.1039, 0.0941, 0.0917, 0.0836, 0.0665, 0.0784, 0.077, 0.0564, 0.0489, 0.0297, 0.0327, 0.005, 0.0005, -0.0132, -0.038, -0.0321, -0.0019, -0.004, 0.007, 0.007, 0.0054, 0.0038, 0.0093, 0.0059, 0.0, 0.0364, 0.06, 0.1088, 0.1332, 0.14, 0.1273, 0.1437, 0.1673, 0.121, 0.1449, 0.1455, 0.1574, 0.1445, 0.0995, 0.1175, 0.1153, 0.1092, 0.1162, 0.1345, 0.1193, 0.1127, 0.0995, 0.0926, 0.104, 0.1376, 0.142, 0.1255, 0.1353, 0.1325, 0.1311, 0.1311, 0.1242, 0.1151, 0.1538, 0.2166, 0.2444, 0.1925, 0.1548, 0.1567, 0.1259, 0.1126, 0.0901, 0.0737, 0.0548, 0.0559, 0.0802, 0.0642, 0.0239, 0.0252, 0.0252, -0.0074, 0.0105, -0.0125, -0.0466, -0.0466, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044836167615676816", "ticker_idx": 0, "ts": "2026-04-16T17:51:48+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You still have hope. Before the earnings call next week. It's your last chance. Bar's closing. Will you join me in the permanent upper class anon?", "tweet_type": "prediction", "timeline": "weeks", "summary": "Strong buy call on INTC into next week's earnings; author urges buying before it's too late, targeting major upside.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "February 20th, 2025. \n\nYou would be up over 291% on this anon. It was below book value, 18A was on track, LBT just took over. EMIB already existed. TSMC was fully booked out the next 2 years.\n\nIt was all so simple. I saw it. But don’t worry. You still have hope. Before the earnings call next week. It’s your last chance. Bar’s closing. \n\nWill you join me in the permanent upper class anon?", "reply_text": null, "parent_text": null, "quoted_text": "Me when intel's stock hits $100 per share https://t.co/tr4EuUDYhA", "parent_author": null, "ret_m1d": -0.05197076727874084, "ret_signed_m1d": -0.05197076727874084, "alpha_spy_m1d": -0.04951944338680103, "alpha_c_m1d": -0.048013010371790066, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.003957756906950771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.012085686101644066, "alpha_c_p1d": -0.02058051037899644, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.02058051037899644, "ret_p1w": -0.025109506871578424, "ret_signed_p1w": -0.025109506871578424, "alpha_spy_p1w": -0.03478660242079645, "alpha_c_p1w": -0.08458624178050822, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.059476734908929796, "ret_p1m": 0.5878831626725023, "ret_signed_p1m": 0.5878831626725023, "alpha_spy_p1m": 0.5344241909953749, "alpha_c_p1m": 0.36462009805535356, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.22326306461714873, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5878831626725023, "alpha_spy_stated": 0.5344241909953749, "alpha_c_stated": 0.36462009805535356, "price_path": [-0.3145, -0.2911, -0.208, -0.207, -0.342, -0.3797, -0.3587, -0.2879, -0.2896, -0.3216, -0.2874, -0.281, -0.2905, -0.2958, -0.2615, -0.2666, -0.312, -0.295, -0.3215, -0.3169, -0.3169, -0.3258, -0.3364, -0.3486, -0.3561, -0.3631, -0.3267, -0.3156, -0.3364, -0.3342, -0.3358, -0.3708, -0.3346, -0.3292, -0.3661, -0.3346, -0.3171, -0.2996, -0.3394, -0.3318, -0.332, -0.3568, -0.3426, -0.3258, -0.3596, -0.3575, -0.3568, -0.3112, -0.3562, -0.3704, -0.3987, -0.3558, -0.2988, -0.2645, -0.2645, -0.2587, -0.2276, -0.1394, -0.099, -0.0893, -0.0485, -0.0685, -0.052, 0.0, 0.0, -0.0409, -0.0327, -0.0472, -0.0251, 0.205, 0.2407, 0.2339, 0.3832, 0.3793, 0.4543, 0.3982, 0.5788, 0.6498, 0.6003, 0.8236, 0.8896, 0.7607, 0.7561, 0.6924, 0.5879, 0.5791, 0.6175, 0.7366, 0.7299, 0.7495, 0.7495, 0.8032, 0.7777, 0.7648, 0.6742, 0.5961, 0.5756, 0.6454, 0.6318, 0.4477, 0.6098, 0.5755, 0.5626, 0.7074, 0.8185, 0.8666, 0.7088, 0.7679, 0.9561, 0.9561, 1.0575, 0.9311, 0.9219, 0.9397, 0.9397, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033605685540491706", "ticker_idx": 0, "ts": "2026-03-16T18:05:52+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I sincerely think Intel will overtake Nvidia's market cap in the next 5 years", "tweet_type": "prediction", "timeline": "years", "summary": "Intel will surpass Nvidia's market cap within 5 years; implicitly bearish on Nvidia's relative valuation.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I sincerely think Intel will overtake Nvidia’s market cap in the next 5 years.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00021857815990711238, "ret_signed_m1d": 0.00021857815990711238, "alpha_spy_m1d": 0.010292917974006222, "alpha_c_m1d": 0.016947930898614016, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.016729352738706904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.037150284322502336, "ret_signed_p1d": -0.037150284322502336, "alpha_spy_p1d": -0.039780829313607824, "alpha_c_p1d": -0.044664478458823154, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.0075141941363208176, "ret_p1w": -0.03824300839575223, "ret_signed_p1w": -0.03824300839575223, "alpha_spy_p1w": -0.020515582088981632, "alpha_c_p1w": -0.031744155865017554, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.006498852530734678, "ret_p1m": 0.3944493818581294, "ret_signed_p1m": 0.3944493818581294, "alpha_spy_p1m": 0.35360430575190094, "alpha_c_p1m": 0.2470083161786356, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.14744106567949378, "ret_p3m": 1.5559441296883745, "ret_signed_p3m": 1.5559441296883745, "alpha_spy_p3m": 1.450201760580045, "alpha_c_p3m": 1.008802599853825, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.5471415298345494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.2122, -0.2072, -0.1954, -0.2052, -0.2056, -0.2098, -0.2098, -0.2089, -0.1984, -0.1849, -0.1936, -0.1936, -0.1394, -0.1396, -0.125, -0.0684, -0.1016, -0.0046, -0.0372, 0.0334, 0.0647, 0.0559, 0.0262, 0.0262, 0.0612, 0.1855, 0.1871, -0.0151, -0.0715, -0.04, 0.066, 0.0634, 0.0155, 0.0667, 0.0763, 0.0621, 0.0542, 0.1056, 0.0979, 0.0299, 0.0553, 0.0157, 0.0225, 0.0225, 0.0092, -0.0066, -0.0249, -0.0361, -0.0465, 0.0079, 0.0245, -0.0066, -0.0033, -0.0057, -0.0581, -0.0039, 0.0042, -0.0511, -0.0039, 0.0223, 0.0485, -0.0111, 0.0002, 0.0, -0.0372, -0.016, 0.0092, -0.0413, -0.0382, -0.0372, 0.031, -0.0363, -0.0575, -0.0999, -0.0356, 0.0496, 0.101, 0.101, 0.1097, 0.1563, 0.2882, 0.3488, 0.3632, 0.4244, 0.3944, 0.4191, 0.4969, 0.4969, 0.4358, 0.448, 0.4264, 0.4594, 0.8038, 0.8573, 0.847, 1.0706, 1.0647, 1.177, 1.0931, 1.3634, 1.4696, 1.3955, 1.7299, 1.8287, 1.6357, 1.6287, 1.5334, 1.377, 1.3639, 1.4213, 1.5997, 1.5896, 1.6189, 1.6189, 1.6993, 1.6611, 1.6418, 1.5061, 1.3892, 1.3586, 1.4631, 1.4427, 1.1672, 1.4097, 1.3584, 1.3392, 1.5559, 1.7222, 1.7941, 1.5579, 1.6464, 1.9281, 1.9281, 2.08, 1.8907, 1.877, 1.9036, 1.9036, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029983861317456131", "ticker_idx": 0, "ts": "2026-03-06T18:14:02+00:00", "symbol": "CL=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$150 a barrel by July", "tweet_type": "prediction", "timeline": "months", "summary": "Crude oil to $150/barrel by July; strongly bullish continuation of the short squeeze.", "resolved_tickers": ["CL=F"], "resolution_method": "exchange_ticker", "resolution_reason": "WTI crude futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$150 a barrel by July", "reply_text": null, "parent_text": null, "quoted_text": "This is truly incredible to watch:\n\n5 minutes ago, US crude oil prices surged above $91.50/barrel.\n\nNow, we are above $92.50, adding +$1/barrel in 5 minutes.\n\nThis puts prices up +$12/barrel in 9 hours.\n\nWe are witnessing a historic short squeeze as we speak. https://t.co/GbTOuSGFDI", "parent_author": null, "ret_m1d": -0.10880087154710105, "ret_signed_m1d": -0.10880087154710105, "alpha_spy_m1d": -0.12208207998229648, "alpha_c_m1d": -0.12208207998229648, "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": 0.04257420299476822, "ret_signed_p1d": 0.04257420299476822, "alpha_spy_p1d": 0.0338142414724556, "alpha_c_p1d": 0.0338142414724556, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.00875996152231262, "ret_p1w": 0.08591856355877248, "ret_signed_p1w": 0.08591856355877248, "alpha_spy_p1w": 0.10092489817758521, "alpha_c_p1w": 0.10092489817758521, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": -0.015006334618812733, "ret_p1m": 0.23663368289500686, "ret_signed_p1m": 0.23663368289500686, "alpha_spy_p1m": 0.25396077946766915, "alpha_c_p1m": 0.25396077946766915, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": -0.017327096572662293, "ret_p3m": 0.05632557790144643, "ret_signed_p3m": 0.05632557790144643, "alpha_spy_p3m": -0.06848461852147203, "alpha_c_p3m": -0.06848461852147203, "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": 0.23663368289500686, "alpha_spy_stated": 0.25396077946766915, "alpha_c_stated": 0.25396077946766915, "price_path": [-0.3592, -0.3569, -0.3663, -0.3681, -0.3749, -0.392, -0.3846, -0.3823, -0.3767, -0.3618, -0.3578, -0.3581, -0.3581, -0.3758, -0.3611, -0.3625, -0.3683, -0.3683, -0.3694, -0.3584, -0.3715, -0.384, -0.3646, -0.3496, -0.3454, -0.3273, -0.3177, -0.3488, -0.3461, -0.3461, -0.3362, -0.3331, -0.347, -0.3282, -0.333, -0.3136, -0.3046, -0.2803, -0.2826, -0.3164, -0.3046, -0.2834, -0.3037, -0.3009, -0.292, -0.2964, -0.289, -0.3087, -0.3081, -0.3081, -0.3143, -0.2828, -0.2692, -0.2696, -0.2705, -0.278, -0.2803, -0.2826, -0.2627, -0.2164, -0.1798, -0.1787, -0.1088, 0.0, 0.0426, -0.082, -0.0402, 0.0531, 0.0859, 0.0286, 0.0584, 0.0596, 0.0576, 0.0816, -0.0305, 0.016, -0.0064, 0.0394, 0.0961, 0.1318, 0.1153, 0.1014, 0.2271, 0.2271, 0.2366, 0.2426, 0.0386, 0.0767, 0.0624, 0.09, 0.0042, 0.0043, 0.0417, -0.0776, -0.0142, 0.0135, 0.0227, 0.0545, 0.0385, 0.0602, 0.0993, 0.1758, 0.1559, 0.1215, 0.1707, 0.1251, 0.046, 0.043, 0.0497, 0.0789, 0.1241, 0.1113, 0.113, 0.1597, 0.1954, 0.1856, 0.081, 0.06, 0.0627, 0.0627, 0.0329, -0.0244, -0.022, -0.0389, 0.0139, 0.0315, 0.0563, 0.0235, -0.004, 0.0044, -0.0297, -0.0096, -0.0351, -0.0662, -0.1117, -0.1634, -0.1552, -0.1573, -0.1573, -0.1769, -0.1946, -0.2262, -0.2088, -0.2384, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026723984784666786", "ticker_idx": 0, "ts": "2026-02-25T18:20:27+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We own EWY", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds EWY (Korea ETF) as a live long position.", "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": "reply_other", "lang": "en", "tweet_text": "@Glassesman88 We own EWY", "reply_text": null, "parent_text": "@bubbleboi Bro your life would be so much easier if you just held GLW and EWY", "quoted_text": null, "parent_author": "Glassesman88", "ret_m1d": -0.029149011724640794, "ret_signed_m1d": -0.029149011724640794, "alpha_spy_m1d": -0.02078131461534083, "alpha_c_m1d": -0.02078131461534083, "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": 0.010208907775484999, "ret_signed_p1d": 0.010208907775484999, "alpha_spy_p1d": 0.015763353354692144, "alpha_c_p1d": 0.015763353354692144, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.005554445579207146, "ret_p1w": -0.09752168938131134, "ret_signed_p1w": -0.09752168938131134, "alpha_spy_p1w": -0.08595132936744165, "alpha_c_p1w": -0.08595132936744165, "bench_spy_p1w": -0.011570360013869685, "bench_c_p1w": -0.011570360013869685, "ret_p1m": -0.19410304012593194, "ret_signed_p1m": -0.19410304012593194, "alpha_spy_p1m": -0.1273090305989415, "alpha_c_p1m": -0.1273090305989415, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.06679400952699044, "ret_p3m": 0.22258042531735334, "ret_signed_p3m": 0.22258042531735334, "alpha_spy_p3m": 0.14391587528755223, "alpha_c_p3m": 0.14391587528755223, "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": -0.19410304012593194, "alpha_spy_stated": -0.1273090305989415, "alpha_c_stated": -0.1273090305989415, "price_path": [-0.4031, -0.4047, -0.3952, -0.3891, -0.3965, -0.3806, -0.3755, -0.3722, -0.3645, -0.3762, -0.3913, -0.3909, -0.3988, -0.4051, -0.3951, -0.3865, -0.3838, -0.3774, -0.3646, -0.3646, -0.3563, -0.337, -0.3376, -0.347, -0.347, -0.3135, -0.2959, -0.2773, -0.2811, -0.2841, -0.2687, -0.2684, -0.2777, -0.2636, -0.2541, -0.2463, -0.2463, -0.2547, -0.2232, -0.221, -0.2077, -0.212, -0.1759, -0.1567, -0.1638, -0.1778, -0.1878, -0.165, -0.1923, -0.1926, -0.1624, -0.1534, -0.1641, -0.1228, -0.1215, -0.1002, -0.1002, -0.1223, -0.1072, -0.0919, -0.0471, -0.0644, -0.0291, 0.0, 0.0102, 0.0167, -0.0091, -0.1112, -0.0975, -0.1555, -0.1488, -0.1007, -0.1249, -0.1077, -0.1705, -0.1662, -0.1061, -0.0971, -0.1142, -0.0945, -0.1552, -0.1013, -0.1353, -0.1421, -0.1941, -0.1875, -0.218, -0.1738, -0.1523, -0.1748, -0.1748, -0.1541, -0.1457, -0.0592, -0.0645, -0.0682, -0.0514, -0.0148, -0.0267, -0.0095, 0.0231, 0.0081, -0.0141, 0.0464, 0.0114, 0.0381, 0.0527, 0.0368, 0.0341, 0.0797, 0.0881, 0.0987, 0.1651, 0.2222, 0.1871, 0.2775, 0.2953, 0.1989, 0.2669, 0.2796, 0.2013, 0.1828, 0.1688, 0.2097, 0.2521, 0.2226, 0.2226, 0.3476, 0.3318, 0.3863, 0.3824, 0.4554, 0.4409, 0.4303, 0.3699, 0.1766, 0.2468, 0.2361, 0.1985, 0.3362, 0.3261, 0.4202, 0.383, 0.3774, 0.4722, 0.4722, 0.471, 0.2909, 0.3249, 0.3769, 0.3769, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047740284344422667", "ticker_idx": 0, "ts": "2026-04-24T18:11:43+00:00", "symbol": "NVTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Like them but allocate smaller amount as their balance sheet is not great", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Navitas Semi but with smaller position sizing due to weak balance sheet.", "resolved_tickers": ["NVTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@memristor Like them but allocate smaller amount as their balance sheet is not great", "reply_text": null, "parent_text": "@bubbleboi any strong opinion on Navitas Semi? pure-play, high-efficiency wide-band gap power conversion supplier", "quoted_text": null, "parent_author": "memristor", "ret_m1d": 0.07118052623614224, "ret_signed_m1d": 0.07118052623614224, "alpha_spy_m1d": 0.07887024546115173, "alpha_c_m1d": 0.11973513530996949, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05902769154420939, "ret_signed_p1d": 0.05902769154420939, "alpha_spy_p1d": 0.05730490370664576, "alpha_c_p1d": 0.05938309924287766, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.00983796698719619, "ret_signed_p1w": 0.00983796698719619, "alpha_spy_p1w": 0.0004394307911665951, "alpha_c_p1w": 0.003163918992333148, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.6927082660711501, "ret_signed_p1m": 0.6927082660711501, "alpha_spy_p1m": 0.648306795136038, "alpha_c_p1m": 0.5547254753240913, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6927082660711501, "alpha_spy_stated": 0.648306795136038, "alpha_c_stated": 0.5547254753240913, "price_path": [-0.4468, -0.4103, -0.4525, -0.5035, -0.5012, -0.4763, -0.5255, -0.57, -0.4873, -0.4664, -0.4913, -0.4931, -0.5156, -0.5197, -0.5197, -0.5243, -0.5318, -0.5324, -0.544, -0.5301, -0.522, -0.4282, -0.4497, -0.4792, -0.4473, -0.485, -0.4664, -0.4815, -0.5255, -0.515, -0.4977, -0.3727, -0.4225, -0.4155, -0.3929, -0.4317, -0.4757, -0.4693, -0.4936, -0.4688, -0.463, -0.4514, -0.478, -0.5208, -0.5469, -0.4925, -0.5058, -0.4907, -0.4907, -0.4887, -0.5041, -0.4473, -0.4549, -0.4479, -0.4317, -0.4288, -0.4063, -0.2841, -0.287, -0.2361, -0.1128, 0.0689, 0.0712, 0.0, 0.059, -0.125, -0.1042, -0.0451, 0.0098, -0.0787, 0.0156, -0.0347, -0.0862, 0.0532, 0.3108, 0.114, 0.2251, 0.2917, 0.2338, 0.1383, 0.1244, 0.3304, 0.4109, 0.6927, 0.6927, 0.8397, 0.6713, 0.6499, 0.5394, 0.4387, 0.4965, 0.7847, 0.7749, 0.4514, 0.4167, 0.3223, 0.1863, 0.2853, 0.3536, 0.3733, 0.2784, 0.2928, 0.39, 0.39, 0.3715, 0.2384, 0.0602, 0.0243, 0.0243, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042645825629884636", "ticker_idx": 0, "ts": "2026-04-10T16:48:10+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia is looking like a great short right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish on Nvidia; sees it as a short opportunity.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Nvidia is looking like a great short right now", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025022544748339093, "ret_signed_m1d": 0.025022544748339093, "alpha_spy_m1d": 0.025684758411626984, "alpha_c_m1d": 0.009984073656074122, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003604892099032586, "ret_signed_p1d": -0.003604892099032586, "alpha_spy_p1d": 0.006167555147449155, "alpha_c_p1d": 0.011181757284957738, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.06918295888331927, "ret_signed_p1w": -0.06918295888331927, "alpha_spy_p1w": -0.024029407358404198, "alpha_c_p1w": -0.0067401863270097895, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.1633355780222414, "ret_signed_p1m": -0.1633355780222414, "alpha_spy_p1m": -0.07526566382182454, "alpha_c_p1m": 0.15581382482850614, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1633355780222414, "alpha_spy_stated": -0.07526566382182454, "alpha_c_stated": 0.15581382482850614, "price_path": [-0.015, -0.0292, -0.0084, -0.0128, -0.0128, -0.056, -0.0282, -0.0201, -0.0051, -0.0115, -0.0006, 0.0153, 0.0205, 0.0132, -0.0161, -0.044, -0.0766, -0.0888, -0.0171, 0.0074, -0.0005, 0.0075, -0.009, -0.0309, -0.0309, -0.0195, -0.0035, -0.0039, 0.0063, 0.0154, 0.0223, 0.0367, -0.0199, -0.0607, -0.0327, -0.0455, -0.0297, -0.0281, -0.0574, -0.0318, -0.0205, -0.0138, -0.0291, -0.0444, -0.0287, -0.0355, -0.0436, -0.0534, -0.0845, -0.0689, -0.0712, -0.0527, -0.0922, -0.1119, -0.1244, -0.0754, -0.0683, -0.0596, -0.0596, -0.0583, -0.0558, -0.0347, -0.025, 0.0, 0.0036, 0.0418, 0.0543, 0.0515, 0.0692, 0.0712, 0.0596, 0.0735, 0.0584, 0.1041, 0.1483, 0.1301, 0.1093, 0.058, 0.0521, 0.0522, 0.0417, 0.1018, 0.1212, 0.1409, 0.1633, 0.1704, 0.1972, 0.2497, 0.1945, 0.1786, 0.1695, 0.1847, 0.1637, 0.1415, 0.1415, 0.1391, 0.1271, 0.1358, 0.1193, 0.1894, 0.1813, 0.1385, 0.1606, 0.0886, 0.1074, 0.105, 0.0637, 0.0874, 0.0891, 0.1276, 0.1008, 0.0862, 0.1183, 0.1183, 0.1074, 0.0617, 0.0562, 0.0389, 0.0389, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034359719998193881", "ticker_idx": 0, "ts": "2026-03-18T20:02:08+00:00", "symbol": "2330.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I do expect the Taiwanese government to do whatever it takes to keep TSMC production online even if it means the whole country runs on candlelight for a few months", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish TSMC: Taiwanese government will prioritize keeping TSMC production online despite energy crisis.", "resolved_tickers": ["2330.TW"], "resolution_method": "identity", "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": "Korea &amp; Taiwan are next. I do expect the Taiwanese government to do whatever it takes to keep TSMC production online even if it means the whole country runs on candlelight for a few months.", "reply_text": null, "parent_text": null, "quoted_text": "Egypt will begin curbing some electricity use, including by ordering shops and cafes to close earlier, as the North African energy importer grapples with soaring global fuel costs caused by the Iran war https://t.co/QCZ1aiv0Ln", "parent_author": null, "ret_m1d": 0.029729717928218546, "ret_signed_m1d": 0.029729717928218546, "alpha_spy_m1d": 0.027259248707391492, "alpha_c_m1d": 0.03289491583538595, "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": -0.005405403259676089, "ret_signed_p1d": -0.005405403259676089, "alpha_spy_p1d": 0.008930293007176626, "alpha_c_p1d": 0.020372027225553535, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.005405403259676089, "ret_signed_p1w": -0.005405403259676089, "alpha_spy_p1w": 0.014219040780127479, "alpha_c_p1w": 0.030247429240848, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.09729725867416983, "ret_signed_p1m": 0.09729725867416983, "alpha_spy_p1m": 0.01806192213888269, "alpha_c_p1m": -0.07802935907153996, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 0.3007582728432572, "ret_signed_p3m": 0.3007582728432572, "alpha_spy_p3m": 0.16044417683783796, "alpha_c_p3m": -0.25905125580885446, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.09729725867416983, "alpha_spy_stated": 0.01806192213888269, "alpha_c_stated": -0.07802935907153996, "price_path": [-0.2107, -0.1972, -0.1945, -0.1945, -0.1864, -0.1757, -0.1811, -0.1649, -0.1649, -0.146, -0.1002, -0.0814, -0.0975, -0.0922, -0.0948, -0.0895, -0.0787, -0.0787, -0.0895, -0.0625, -0.0517, -0.0437, -0.0625, -0.0517, -0.0464, -0.0544, -0.041, -0.0194, -0.0275, -0.0437, -0.049, -0.0302, -0.0383, -0.049, -0.041, -0.0221, 0.0129, 0.0318, 0.0318, 0.0318, 0.0318, 0.0318, 0.0318, 0.0318, 0.0318, 0.0237, 0.0587, 0.0856, 0.0749, 0.0749, 0.0641, 0.0425, 0.0048, 0.0237, 0.0183, -0.0248, -0.0033, 0.0452, 0.0156, 0.0048, -0.0059, 0.0108, 0.0297, 0.0, -0.0054, -0.0216, -0.0216, -0.0027, -0.0054, -0.0162, -0.0378, -0.0486, 0.0027, -0.0216, -0.0216, -0.0216, 0.0054, 0.0541, 0.0568, 0.0811, 0.0757, 0.1108, 0.1243, 0.127, 0.0973, 0.0946, 0.1081, 0.1081, 0.1243, 0.1811, 0.2243, 0.1973, 0.1784, 0.1541, 0.1541, 0.2297, 0.2162, 0.2162, 0.2486, 0.2378, 0.2081, 0.2189, 0.2, 0.227, 0.2243, 0.2108, 0.1919, 0.1811, 0.2054, 0.2189, 0.2486, 0.227, 0.2432, 0.2405, 0.273, 0.273, 0.2865, 0.3108, 0.2892, 0.2784, 0.2405, 0.2459, 0.2189, 0.2195, 0.252, 0.2872, 0.3008, 0.2926, 0.3062, 0.3062, 0.3604, 0.3495, 0.2953, 0.2953, 0.2682, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031848327508345040", "ticker_idx": 0, "ts": "2026-03-11T21:42:45+00:00", "symbol": "2330.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nobody should even be caring about TSMC's monthly revenue the fact they do and it missed this bad is not good. March will really be telling.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish on TSMC; endorses short thesis — revenue miss is significant and March data will be worse.", "resolved_tickers": ["2330.TW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "This is already clear if you check this:\n\nhttps://t.co/F1LlaBv8vp\n\nNobody should even be caring about TSMC’s monthly revenue the fact they do and it missed this bad is not good. March will really be telling.", "reply_text": null, "parent_text": null, "quoted_text": "I’m massively short TSMC btw. \n\nThey will ship zero chips next month if this trend continues.", "parent_author": null, "ret_m1d": 0.029177729373335515, "ret_signed_m1d": -0.029177729373335515, "alpha_spy_m1d": -0.013758624515131324, "alpha_c_m1d": 0.004058541294218898, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.03323627066755441, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010610101174867714, "ret_signed_p1d": 0.010610101174867714, "alpha_spy_p1d": 0.004949965422258784, "alpha_c_p1d": 0.00854888895091599, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.002061212223951725, "ret_p1w": -0.015365569458532624, "ret_signed_p1w": 0.015365569458532624, "alpha_spy_p1w": 0.0059669859434097194, "alpha_c_p1w": 0.03285972981589014, "bench_spy_p1w": -0.009398583515122905, "bench_c_p1w": 0.017494160357357513, "ret_p1m": 0.06446962294803993, "ret_signed_p1m": -0.06446962294803993, "alpha_spy_p1m": -0.041565331485272417, "alpha_c_p1m": 0.06113262214176962, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.12560224508980955, "ret_p3m": 0.226801245984805, "ret_signed_p3m": -0.226801245984805, "alpha_spy_p3m": -0.11719713582030988, "alpha_c_p3m": 0.29591022267391853, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.5227114686587235, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06446962294803993, "alpha_spy_stated": -0.041565331485272417, "alpha_c_stated": 0.06113262214176962, "price_path": [-0.2308, -0.2387, -0.2414, -0.2414, -0.2414, -0.2228, -0.2095, -0.2069, -0.2069, -0.1989, -0.1883, -0.1936, -0.1777, -0.1777, -0.1592, -0.1141, -0.0955, -0.1114, -0.1061, -0.1088, -0.1034, -0.0928, -0.0928, -0.1034, -0.0769, -0.0663, -0.0584, -0.0769, -0.0663, -0.061, -0.069, -0.0557, -0.0345, -0.0424, -0.0584, -0.0637, -0.0451, -0.0531, -0.0637, -0.0557, -0.0371, -0.0027, 0.0159, 0.0159, 0.0159, 0.0159, 0.0159, 0.0159, 0.0159, 0.0159, 0.008, 0.0424, 0.069, 0.0584, 0.0584, 0.0477, 0.0265, -0.0106, 0.008, 0.0027, -0.0398, -0.0186, 0.0292, 0.0, -0.0106, -0.0212, -0.0047, 0.0139, -0.0154, -0.0207, -0.0367, -0.0367, -0.018, -0.0207, -0.0313, -0.0526, -0.0633, -0.0127, -0.0367, -0.0367, -0.0367, -0.01, 0.0379, 0.0405, 0.0645, 0.0591, 0.0937, 0.107, 0.1097, 0.0804, 0.0778, 0.0911, 0.0911, 0.107, 0.1629, 0.2055, 0.1789, 0.1603, 0.1363, 0.1363, 0.2108, 0.1975, 0.1975, 0.2295, 0.2188, 0.1895, 0.2002, 0.1816, 0.2082, 0.2055, 0.1922, 0.1736, 0.1629, 0.1869, 0.2002, 0.2295, 0.2082, 0.2241, 0.2215, 0.2534, 0.2534, 0.2667, 0.2907, 0.2694, 0.2587, 0.2215, 0.2268, 0.2002, 0.2007, 0.2327, 0.2674, 0.2808, 0.2728, 0.2861, 0.2861, 0.3395, 0.3288, 0.2754, 0.2754, 0.2488, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024249318916694201", "ticker_idx": 0, "ts": "2026-02-18T22:27:01+00:00", "symbol": "CL=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Highly recommend you start buying 5 delta or 3 delta WTI calls", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends buying deep OTM WTI crude oil calls; bullish on crude from here.", "resolved_tickers": ["CL=F"], "resolution_method": "exchange_ticker", "resolution_reason": "WTI crude futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Highly recommend you start buying 5 delta or 3 delta WTI calls.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01866623299823944, "ret_signed_m1d": -0.01866623299823944, "alpha_spy_m1d": -0.02131055129965076, "alpha_c_m1d": -0.02131055129965076, "bench_spy_m1d": 0.002644318301411319, "bench_c_m1d": 0.002644318301411319, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0006021513675084078, "ret_signed_p1d": -0.0006021513675084078, "alpha_spy_p1d": -0.007834000656604778, "alpha_c_p1d": -0.007834000656604778, "bench_spy_p1d": 0.00723184928909637, "bench_c_p1d": 0.00723184928909637, "ret_p1w": -0.018365214738800373, "ret_signed_p1w": -0.018365214738800373, "alpha_spy_p1w": -0.025407018777405477, "alpha_c_p1w": -0.025407018777405477, "bench_spy_p1w": 0.007041804038605104, "bench_c_p1w": 0.007041804038605104, "ret_p1m": 0.4800541809897265, "ret_signed_p1m": 0.4800541809897265, "alpha_spy_p1m": 0.5299295848134729, "alpha_c_p1m": 0.5299295848134729, "bench_spy_p1m": -0.049875403823746334, "bench_c_p1m": -0.049875403823746334, "ret_p3m": 0.6223091396654665, "ret_signed_p3m": 0.6223091396654665, "alpha_spy_p3m": 0.5474291595162308, "alpha_c_p3m": 0.5474291595162308, "bench_spy_p3m": 0.07487998014923569, "bench_c_p3m": 0.07487998014923569, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4800541809897265, "alpha_spy_stated": 0.5299295848134729, "alpha_c_stated": 0.5299295848134729, "price_path": [-0.1143, -0.1277, -0.1171, -0.1171, -0.1186, -0.107, -0.1173, -0.1126, -0.1018, -0.0956, -0.1137, -0.1231, -0.12, -0.1329, -0.1353, -0.1447, -0.168, -0.1579, -0.1547, -0.1471, -0.1267, -0.1212, -0.1216, -0.1216, -0.1459, -0.1257, -0.1277, -0.1356, -0.1356, -0.1371, -0.1221, -0.14, -0.1572, -0.1305, -0.11, -0.1043, -0.0795, -0.0664, -0.109, -0.1052, -0.1052, -0.0917, -0.0875, -0.1064, -0.0807, -0.0873, -0.0608, -0.0485, -0.0152, -0.0184, -0.0646, -0.0485, -0.0194, -0.0473, -0.0434, -0.0312, -0.0372, -0.0271, -0.054, -0.0533, -0.0533, -0.0617, -0.0187, 0.0, -0.0006, -0.0018, -0.012, -0.0152, -0.0184, 0.0089, 0.0723, 0.1224, 0.1239, 0.2195, 0.3684, 0.4266, 0.2562, 0.3134, 0.4411, 0.4859, 0.4075, 0.4483, 0.4499, 0.4472, 0.4801, 0.3267, 0.3902, 0.3596, 0.4222, 0.4999, 0.5487, 0.5261, 0.5072, 0.6791, 0.6791, 0.6922, 0.7003, 0.4212, 0.4733, 0.4537, 0.4915, 0.3741, 0.3742, 0.4254, 0.2622, 0.3489, 0.3869, 0.3994, 0.4429, 0.421, 0.4507, 0.5043, 0.6089, 0.5817, 0.5345, 0.602, 0.5395, 0.4313, 0.4272, 0.4364, 0.4763, 0.5382, 0.5207, 0.523, 0.5869, 0.6357, 0.6223, 0.4792, 0.4504, 0.4542, 0.4542, 0.4134, 0.3349, 0.3383, 0.3151, 0.3873, 0.4114, 0.4454, 0.4006, 0.3629, 0.3744, 0.3277, 0.3553, 0.3203, 0.2777, 0.2156, 0.1448, 0.156, 0.1531, 0.1531, 0.1263, 0.1021, 0.0589, 0.0826, 0.0421, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026784608315134302", "ticker_idx": 0, "ts": "2026-02-25T22:21:21+00:00", "symbol": "EWY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $EWY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long EWY (South Korea ETF) in response to South Korea's geopolitical/existential outlook.", "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": "quote", "lang": "en", "tweet_text": "Long $EWY", "reply_text": null, "parent_text": null, "quoted_text": "SOUTH KOREA WILL STILL EXIST IN 2030 https://t.co/uE3gnoX0gi", "parent_author": null, "ret_m1d": -0.01010573921582747, "ret_signed_m1d": -0.01010573921582747, "alpha_spy_m1d": -0.015691208982890004, "alpha_c_m1d": -0.015691208982890004, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": 0.005585469767062534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006382497385178709, "ret_signed_p1d": 0.006382497385178709, "alpha_spy_p1d": 0.011184438243790007, "alpha_c_p1d": 0.011184438243790007, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": -0.004801940858611298, "ret_p1w": -0.16401838440054906, "ret_signed_p1w": -0.16401838440054906, "alpha_spy_p1w": -0.15242692787443068, "alpha_c_p1w": -0.15242692787443068, "bench_spy_p1w": -0.011591456526118371, "bench_c_p1w": -0.011591456526118371, "ret_p1m": -0.1956651791013131, "ret_signed_p1m": -0.1956651791013131, "alpha_spy_p1m": -0.1180817524557577, "alpha_c_p1m": -0.1180817524557577, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.0775834266455554, "ret_p3m": 0.33402027133273204, "ret_signed_p3m": 0.33402027133273204, "alpha_spy_p3m": 0.24213000917635052, "alpha_c_p3m": 0.24213000917635052, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": 0.09189026215638152, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1956651791013131, "alpha_spy_stated": -0.1180817524557577, "alpha_c_stated": -0.1180817524557577, "price_path": [-0.4107, -0.4013, -0.3953, -0.4026, -0.3868, -0.3818, -0.3786, -0.3709, -0.3825, -0.3974, -0.397, -0.4048, -0.4111, -0.4012, -0.3927, -0.39, -0.3837, -0.3711, -0.3711, -0.3628, -0.3437, -0.3443, -0.3536, -0.3536, -0.3204, -0.303, -0.2846, -0.2884, -0.2913, -0.276, -0.2758, -0.285, -0.2711, -0.2617, -0.2539, -0.2539, -0.2622, -0.231, -0.2288, -0.2157, -0.22, -0.1842, -0.1652, -0.1723, -0.1862, -0.196, -0.1735, -0.2005, -0.2008, -0.1709, -0.162, -0.1726, -0.1317, -0.1304, -0.1093, -0.1093, -0.1312, -0.1162, -0.1011, -0.0567, -0.0739, -0.039, -0.0101, 0.0, 0.0064, -0.0191, -0.1201, -0.1066, -0.164, -0.1574, -0.1098, -0.1337, -0.1167, -0.1789, -0.1746, -0.1151, -0.1062, -0.1232, -0.1036, -0.1638, -0.1104, -0.144, -0.1507, -0.2022, -0.1957, -0.2259, -0.1822, -0.1608, -0.1831, -0.1831, -0.1627, -0.1544, -0.0687, -0.0739, -0.0777, -0.061, -0.0248, -0.0365, -0.0195, 0.0128, -0.0021, -0.0241, 0.0358, 0.0012, 0.0277, 0.042, 0.0263, 0.0236, 0.0688, 0.0771, 0.0876, 0.1533, 0.2099, 0.1751, 0.2645, 0.2822, 0.1868, 0.2541, 0.2667, 0.1891, 0.1708, 0.157, 0.1975, 0.2394, 0.2102, 0.2102, 0.334, 0.3183, 0.3723, 0.3685, 0.4407, 0.4263, 0.4159, 0.3561, 0.1647, 0.2342, 0.2237, 0.1864, 0.3227, 0.3127, 0.4058, 0.369, 0.3635, 0.4573, 0.4573, 0.4562, 0.2778, 0.3115, 0.3629, 0.3629, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2030785474454065282", "ticker_idx": 0, "ts": "2026-03-08T23:19:21+00:00", "symbol": "Neoclouds", "kind": "sector", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All Neoclouds and the whole supply chain gap down 80%", "tweet_type": "prediction", "timeline": "months", "summary": "Macro crisis thesis: credit tightening triggers EM contagion, AI capex collapses, Neoclouds/supply chain gap down 80%, rates fall.", "resolved_tickers": ["CRWV", "CORZ", "CIFR"], "resolution_method": "basket", "resolution_reason": "Neocloud GPU-rental operators: CoreWeave, Core Scientific, Cipher Mining", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "If yung macro itch — I scratch ! \n\nThis is inflationary in the short term because this is a classic supply shock. But I think what comes next is just full on economic crisis started by credit tightening and derisking in the financial system. \n\nThe first signs are already starting in emerging markets like Korea, India, Taiwan that are getting hit hard by strong dollar and energy costs. Then high yield & private credit spreads blow out leading to contagion of bankruptcies and asset managers blocking redemptions. \n\nAI data center capex goes to zero in this scenario with the labs being bought out by their daddies. All Neoclouds and the whole supply chain gap down 80%. \n\nSo yeah rates will go down if this continues because this is economic calamity.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.029030176584293004, "ret_signed_m1d": 0.029030176584293004, "alpha_spy_m1d": 0.020346285612755127, "alpha_c_m1d": 0.020346285612755127, "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": 0.0007281092284034582, "ret_signed_p1d": -0.0007281092284034582, "alpha_spy_p1d": -0.002335124804893137, "alpha_c_p1d": -0.002335124804893137, "bench_spy_p1d": -0.0016070155764896787, "bench_c_p1d": -0.0016070155764896787, "ret_p1w": 0.11042387162288463, "ret_signed_p1w": -0.11042387162288463, "alpha_spy_p1w": -0.12404668487535335, "alpha_c_p1w": -0.12404668487535335, "bench_spy_p1w": -0.013622813252468724, "bench_c_p1w": -0.013622813252468724, "ret_p1m": 0.0782462709113273, "ret_signed_p1m": -0.0782462709113273, "alpha_spy_p1m": -0.10367816991721934, "alpha_c_p1m": -0.10367816991721934, "bench_spy_p1m": -0.025431899005892045, "bench_c_p1m": -0.025431899005892045, "ret_p3m": 0.6927715134930787, "ret_signed_p3m": -0.6927715134930787, "alpha_spy_p3m": -0.573515651084153, "alpha_c_p3m": -0.573515651084153, "bench_spy_p3m": 0.11925586240892572, "bench_c_p3m": 0.11925586240892572, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0782462709113273, "alpha_spy_stated": -0.10367816991721934, "alpha_c_stated": -0.10367816991721934, "price_path": [0.2064, 0.2138, 0.1127, 0.0034, -0.0156, -0.0773, -0.0238, 0.0924, 0.1078, 0.0705, 0.0735, 0.0735, 0.0324, 0.0185, -0.0079, -0.0153, -0.0153, 0.0843, 0.1352, 0.1269, 0.0774, 0.0976, 0.1232, 0.199, 0.2134, 0.2186, 0.2313, 0.3067, 0.3067, 0.2477, 0.2343, 0.2138, 0.2389, 0.2434, 0.3629, 0.3454, 0.2724, 0.1848, 0.1596, 0.1723, 0.0564, -0.044, 0.1157, 0.2319, 0.223, 0.2032, 0.1881, 0.205, 0.205, 0.1508, 0.1665, 0.1985, 0.1215, 0.1328, 0.2365, 0.2235, 0.2166, 0.0929, 0.0793, 0.0096, 0.0781, 0.0399, -0.029, 0.0, 0.0007, 0.0595, 0.0342, 0.0539, 0.1104, 0.0804, 0.0722, 0.0647, 0.0389, 0.0786, 0.089, 0.1371, 0.0418, -0.0133, -0.1045, -0.0242, -0.0178, 0.0239, 0.0239, 0.0317, 0.0782, 0.1457, 0.1886, 0.2448, 0.3191, 0.3655, 0.3705, 0.3669, 0.4111, 0.4123, 0.3928, 0.4677, 0.4189, 0.3764, 0.3889, 0.315, 0.3357, 0.3529, 0.3775, 0.4426, 0.5756, 0.67, 0.5506, 0.494, 0.4908, 0.4511, 0.5211, 0.5788, 0.4866, 0.4285, 0.389, 0.4171, 0.5289, 0.5397, 0.5397, 0.5904, 0.6512, 0.6619, 0.6319, 0.7462, 0.7854, 0.7443, 0.6928, 0.541, 0.6214, 0.5715, 0.4828, 0.5545, 0.628, 0.7049, 0.7522, 0.7539, 0.8493, 0.8493, 0.7934, 0.7586, 0.6737, 0.6402, 0.6402, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2043744372555165859", "ticker_idx": 0, "ts": "2026-04-13T17:33:24+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I love astera", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses full-port ALAB position; bullish on Astera Labs.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@thegreattrade1 I love astera", "reply_text": null, "parent_text": "@bubbleboi full port $ALAB", "quoted_text": null, "parent_author": "thegreattrade1", "ret_m1d": -0.10638805307107435, "ret_signed_m1d": -0.10638805307107435, "alpha_spy_m1d": -0.09671018230610162, "alpha_c_m1d": -0.09181686276918544, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02281248224671728, "ret_signed_p1d": 0.02281248224671728, "alpha_spy_p1d": 0.010627605036876542, "alpha_c_p1d": 0.0032789329760822827, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.053988458776751846, "ret_signed_p1w": 0.053988458776751846, "alpha_spy_p1w": 0.02101957146789113, "alpha_c_p1w": 0.007477890617970218, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.22557630872054046, "ret_signed_p1m": 0.22557630872054046, "alpha_spy_p1m": 0.14966901614033956, "alpha_c_p1m": -0.040382108377123194, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22557630872054046, "alpha_spy_stated": 0.14966901614033956, "alpha_c_stated": -0.040382108377123194, "price_path": [0.032, 0.0459, 0.0912, 0.0912, 0.1017, 0.0552, 0.0573, 0.0172, -0.0213, 0.0248, 0.0066, -0.038, -0.097, -0.0861, -0.0496, -0.1326, -0.1437, 0.0183, 0.1252, 0.0963, -0.1384, -0.2411, -0.2247, -0.2247, -0.2584, -0.2231, -0.2049, -0.2225, -0.2312, -0.2302, -0.2317, -0.2526, -0.2876, -0.2773, -0.3417, -0.3179, -0.2806, -0.2854, -0.2667, -0.3017, -0.2523, -0.2812, -0.2787, -0.2357, -0.2352, -0.2425, -0.2436, -0.3043, -0.2574, -0.27, -0.2786, -0.3189, -0.3257, -0.3988, -0.3429, -0.3625, -0.2977, -0.2977, -0.2926, -0.2866, -0.2478, -0.2238, -0.1064, 0.0, 0.0228, 0.0317, 0.0241, 0.0435, 0.054, 0.1509, 0.1635, 0.1843, 0.2761, 0.1789, 0.099, 0.1802, 0.1675, 0.2151, 0.2066, 0.2931, 0.2825, 0.173, 0.1978, 0.2431, 0.2256, 0.3435, 0.3708, 0.395, 0.2925, 0.4644, 0.7236, 0.7857, 0.8399, 0.8399, 0.9108, 0.9505, 1.0934, 1.0555, 0.9191, 1.1329, 1.1796, 1.1466, 0.9009, 1.0764, 1.0486, 0.9836, 1.2031, 1.2012, 1.3334, 1.1686, 1.2464, 1.5005, 1.5005, 1.6359, 1.3803, 1.3977, 1.3862, 1.3862, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046020353814937610", "ticker_idx": 0, "ts": "2026-04-20T00:17:20+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "EUV is becoming more and more layers than DUV now & the push into packaging equipment is extremely high growth IF they pull it off", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ASML on EUV layer adoption growth and high-growth packaging equipment expansion.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Agreed EUV is becoming more and more layers than DUV now &amp; the push into packaging equipment is extremely high growth IF they pull it off", "reply_text": null, "parent_text": null, "quoted_text": "Which company is the KING of sandbagging guidance?\n\nI think $ASML has a valid claim", "parent_author": null, "ret_m1d": -0.0008032201127731176, "ret_signed_m1d": -0.0008032201127731176, "alpha_spy_m1d": -0.002806962181168271, "alpha_c_m1d": -0.001234318075345242, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006425662636939999, "ret_signed_p1d": -0.006425662636939999, "alpha_spy_p1d": 0.00012123021159948788, "alpha_c_p1d": -0.007934439729628262, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": -0.023870495054408525, "ret_signed_p1w": -0.023870495054408525, "alpha_spy_p1w": -0.03297147477868345, "alpha_c_p1w": -0.11504218892802232, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.005431120092117769, "ret_signed_p1m": 0.005431120092117769, "alpha_spy_p1m": -0.029857949079161727, "alpha_c_p1m": -0.1669976065027785, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005431120092117769, "alpha_spy_stated": -0.029857949079161727, "alpha_c_stated": -0.1669976065027785, "price_path": [-0.0737, -0.0564, -0.0549, -0.0551, -0.0233, -0.0419, -0.0439, -0.0249, -0.0175, -0.0451, -0.0851, -0.0779, -0.0424, -0.0323, -0.0418, -0.0299, -0.0524, -0.0439, -0.0402, -0.0368, -0.0002, -0.0055, 0.0085, 0.0034, 0.0148, 0.0349, -0.0101, -0.0093, -0.0278, -0.0668, -0.0363, -0.0474, -0.0787, -0.0782, -0.0361, -0.0371, -0.0519, -0.0525, -0.0382, -0.0411, -0.0434, -0.0614, -0.0938, -0.0559, -0.0349, -0.0268, -0.0636, -0.0792, -0.1068, -0.101, -0.0461, -0.0675, -0.0675, -0.0675, -0.1054, -0.026, -0.0082, 0.0201, 0.0119, 0.0315, -0.012, -0.018, -0.0008, 0.0, -0.0064, 0.0039, -0.017, 0.0059, -0.0239, -0.0567, -0.04, -0.016, -0.016, -0.0442, -0.0107, 0.0505, 0.0465, 0.0621, 0.051, 0.019, 0.0682, 0.1004, 0.0518, 0.0178, 0.0054, 0.0731, 0.0829, 0.1342, 0.1516, 0.1188, 0.108, 0.1197, 0.1147, 0.1222, 0.1767, 0.1956, 0.2059, 0.1771, 0.2192, 0.2142, 0.2133, 0.2687, 0.3118, 0.3059, 0.2809, 0.3334, 0.3492, 0.3345, 0.3329, 0.2564, 0.2508, 0.2832, 0.2704, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034481586079752277", "ticker_idx": 0, "ts": "2026-03-19T04:06:23+00:00", "symbol": "2330.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSMC short making a lot of sense now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short TSMC on helium supply disruption from Ras Laffan shutdown threatening semiconductor manufacturing.", "resolved_tickers": ["2330.TW"], "resolution_method": "identity", "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": "TSMC short making a lot of sense now", "reply_text": null, "parent_text": null, "quoted_text": "🚨The Iran War is putting the semiconductor industry on high alert:\n\nThe shutdown of Qatar's Ras Laffan facility, the world's largest LNG export plant, has knocked out ~33% of global helium supply, as helium is a byproduct of natural gas processing.\n\nWith the facility offline, https://t.co/zqAX9nolsd", "parent_author": null, "ret_m1d": 0.029729717928218546, "ret_signed_m1d": -0.029729717928218546, "alpha_spy_m1d": -0.027259248707391492, "alpha_c_m1d": -0.03289491583538595, "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": -0.005405403259676089, "ret_signed_p1d": 0.005405403259676089, "alpha_spy_p1d": -0.008930293007176626, "alpha_c_p1d": -0.020372027225553535, "bench_spy_p1d": -0.014335696266852715, "bench_c_p1d": -0.025777430485229624, "ret_p1w": -0.005405403259676089, "ret_signed_p1w": 0.005405403259676089, "alpha_spy_p1w": -0.014219040780127479, "alpha_c_p1w": -0.030247429240848, "bench_spy_p1w": -0.019624444039803568, "bench_c_p1w": -0.03565283250052409, "ret_p1m": 0.09729725867416983, "ret_signed_p1m": -0.09729725867416983, "alpha_spy_p1m": -0.01806192213888269, "alpha_c_p1m": 0.07802935907153996, "bench_spy_p1m": 0.07923533653528714, "bench_c_p1m": 0.1753266177457098, "ret_p3m": 0.3007582728432572, "ret_signed_p3m": -0.3007582728432572, "alpha_spy_p3m": -0.16044417683783796, "alpha_c_p3m": 0.25905125580885446, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.09729725867416983, "alpha_spy_stated": -0.01806192213888269, "alpha_c_stated": 0.07802935907153996, "price_path": [-0.2107, -0.1972, -0.1945, -0.1945, -0.1864, -0.1757, -0.1811, -0.1649, -0.1649, -0.146, -0.1002, -0.0814, -0.0975, -0.0922, -0.0948, -0.0895, -0.0787, -0.0787, -0.0895, -0.0625, -0.0517, -0.0437, -0.0625, -0.0517, -0.0464, -0.0544, -0.041, -0.0194, -0.0275, -0.0437, -0.049, -0.0302, -0.0383, -0.049, -0.041, -0.0221, 0.0129, 0.0318, 0.0318, 0.0318, 0.0318, 0.0318, 0.0318, 0.0318, 0.0318, 0.0237, 0.0587, 0.0856, 0.0749, 0.0749, 0.0641, 0.0425, 0.0048, 0.0237, 0.0183, -0.0248, -0.0033, 0.0452, 0.0156, 0.0048, -0.0059, 0.0108, 0.0297, 0.0, -0.0054, -0.0216, -0.0216, -0.0027, -0.0054, -0.0162, -0.0378, -0.0486, 0.0027, -0.0216, -0.0216, -0.0216, 0.0054, 0.0541, 0.0568, 0.0811, 0.0757, 0.1108, 0.1243, 0.127, 0.0973, 0.0946, 0.1081, 0.1081, 0.1243, 0.1811, 0.2243, 0.1973, 0.1784, 0.1541, 0.1541, 0.2297, 0.2162, 0.2162, 0.2486, 0.2378, 0.2081, 0.2189, 0.2, 0.227, 0.2243, 0.2108, 0.1919, 0.1811, 0.2054, 0.2189, 0.2486, 0.227, 0.2432, 0.2405, 0.273, 0.273, 0.2865, 0.3108, 0.2892, 0.2784, 0.2405, 0.2459, 0.2189, 0.2195, 0.252, 0.2872, 0.3008, 0.2926, 0.3062, 0.3062, 0.3604, 0.3495, 0.2953, 0.2953, 0.2682, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2018465381497942019", "ticker_idx": 0, "ts": "2026-02-02T23:23:42+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia is cooked. I'm calling the top right here pal.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calling the top on Nvidia; explicitly bearish from here.", "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 is cooked. I’m calling the top right here pal.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.029222667142422942, "ret_signed_m1d": -0.029222667142422942, "alpha_spy_m1d": -0.020695178030037065, "alpha_c_m1d": -0.003347569741405154, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.025875097401017788, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03410221846767858, "ret_signed_p1d": 0.03410221846767858, "alpha_spy_p1d": 0.029258364741685194, "alpha_c_p1d": -0.005276186155449114, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.039378404623127694, "ret_p1w": 0.045469709338004094, "ret_signed_p1w": -0.045469709338004094, "alpha_spy_p1w": -0.0417135491819558, "alpha_c_p1w": -0.02766640713462687, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.017803302203377225, "ret_p1m": 0.014971751125261834, "ret_signed_p1m": -0.014971751125261834, "alpha_spy_p1m": -0.021352863005620004, "alpha_c_p1m": -0.011401007175635858, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": 0.0035707439496259763, "ret_p3m": 0.10048105937770124, "ret_signed_p3m": -0.10048105937770124, "alpha_spy_p3m": -0.052494578350714916, "alpha_c_p3m": 0.1815044986432237, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.28198555802092495, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014971751125261834, "alpha_spy_stated": -0.021352863005620004, "alpha_c_stated": -0.011401007175635858, "price_path": [0.0429, 0.0432, 0.1037, 0.071, 0.0746, 0.0361, 0.0544, 0.0347, 0.0056, 0.0342, 0.0016, -0.0082, 0.0122, -0.014, -0.0005, -0.0005, -0.0186, -0.0024, 0.0062, -0.0042, 0.0169, 0.0115, 0.0289, 0.0257, 0.0191, 0.0033, -0.0295, -0.0225, -0.0145, -0.0521, -0.0344, 0.0036, 0.0186, 0.0492, 0.0459, 0.0459, 0.0565, 0.0437, 0.0399, 0.0342, 0.0342, 0.0472, 0.0431, 0.0383, 0.0486, 0.0261, 0.0251, 0.0255, 0.0303, 0.0155, 0.0372, 0.0327, 0.0327, -0.0126, 0.0165, 0.025, 0.0406, 0.034, 0.0454, 0.062, 0.0675, 0.0598, 0.0292, 0.0, -0.0341, -0.0469, 0.0281, 0.0538, 0.0455, 0.0538, 0.0366, 0.0137, 0.0137, 0.0257, 0.0424, 0.0419, 0.0526, 0.0622, 0.0694, 0.0844, 0.0252, -0.0175, 0.0119, -0.0016, 0.015, 0.0166, -0.014, 0.0128, 0.0246, 0.0316, 0.0156, -0.0004, 0.016, 0.0089, 0.0004, -0.0098, -0.0423, -0.026, -0.0284, -0.0092, -0.0504, -0.071, -0.0841, -0.0329, -0.0254, -0.0163, -0.0163, -0.0149, -0.0124, 0.0097, 0.0199, 0.046, 0.0498, 0.0897, 0.1028, 0.0999, 0.1184, 0.1205, 0.1084, 0.1229, 0.1071, 0.1549, 0.2012, 0.1821, 0.1604, 0.1067, 0.1005, 0.1006, 0.0897, 0.1525, 0.1728, 0.1934, 0.2169, 0.2243, 0.2523, 0.3073, 0.2495, 0.2328, 0.2234, 0.2392, 0.2173, 0.1941, 0.1941, 0.1915, 0.1789, 0.1881, 0.1709, 0.2442, 0.2356, 0.1909, 0.214, 0.1387, 0.1583, 0.1558, 0.1127, 0.1374, 0.1392, 0.1795, 0.1515, 0.1362, 0.1697, 0.1697, 0.1584, 0.1106, 0.1048, 0.0867, 0.0867, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038624983694643270", "ticker_idx": 0, "ts": "2026-03-30T14:30:46+00:00", "symbol": "CL=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm positioned for $200 oil", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long oil; positioned for a surge to $200/barrel.", "resolved_tickers": ["CL=F"], "resolution_method": "exchange_ticker", "resolution_reason": "WTI crude futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I’m positioned for $200 oil", "reply_text": null, "parent_text": null, "quoted_text": "US government officials and Wall Street analysis are starting to consdier the prospect that oil prices might surge to an unprecedeted $200 a barrel, per Bloomberg", "parent_author": null, "ret_m1d": -0.03149298163168346, "ret_signed_m1d": -0.03149298163168346, "alpha_spy_m1d": -0.0348475880790734, "alpha_c_m1d": -0.0348475880790734, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.0033546064473899406, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014580093701841212, "ret_signed_p1d": -0.014580093701841212, "alpha_spy_p1d": -0.04364795948659839, "alpha_c_p1d": -0.04364795948659839, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.029067865784757174, "ret_p1w": 0.09263225761191185, "ret_signed_p1w": 0.09263225761191185, "alpha_spy_p1w": 0.04997196610150145, "alpha_c_p1w": 0.04997196610150145, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.0426602915104104, "ret_p1m": -0.02867415461701117, "ret_signed_p1m": -0.02867415461701117, "alpha_spy_p1m": -0.15481936371226002, "alpha_c_p1m": -0.15481936371226002, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.12614520909524884, "ret_p3m": -0.30093312510701953, "ret_signed_p3m": -0.30093312510701953, "alpha_spy_p3m": -0.46584875401947645, "alpha_c_p3m": -0.46584875401947645, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.16491562891245692, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02867415461701117, "alpha_spy_stated": -0.15481936371226002, "alpha_c_stated": -0.15481936371226002, "price_path": [-0.4419, -0.4419, -0.4428, -0.4331, -0.4447, -0.4558, -0.4386, -0.4253, -0.4217, -0.4056, -0.3972, -0.4247, -0.4222, -0.4222, -0.4135, -0.4108, -0.423, -0.4064, -0.4107, -0.3936, -0.3856, -0.3641, -0.3662, -0.396, -0.3856, -0.3668, -0.3848, -0.3823, -0.3744, -0.3783, -0.3718, -0.3892, -0.3887, -0.3887, -0.3941, -0.3663, -0.3543, -0.3547, -0.3555, -0.3621, -0.3641, -0.3662, -0.3486, -0.3076, -0.2753, -0.2743, -0.2126, -0.1164, -0.0788, -0.1889, -0.1519, -0.0695, -0.0405, -0.0912, -0.0648, -0.0638, -0.0655, -0.0443, -0.1434, -0.1024, -0.1221, -0.0816, -0.0315, 0.0, -0.0146, -0.0268, 0.0842, 0.0842, 0.0926, 0.0979, -0.0823, -0.0487, -0.0613, -0.0369, -0.1128, -0.1127, -0.0796, -0.185, -0.129, -0.1045, -0.0964, -0.0683, -0.0824, -0.0633, -0.0287, 0.0389, 0.0213, -0.0091, 0.0344, -0.0059, -0.0758, -0.0784, -0.0725, -0.0468, -0.0068, -0.0181, -0.0166, 0.0247, 0.0562, 0.0475, -0.0449, -0.0635, -0.061, -0.061, -0.0874, -0.138, -0.1359, -0.1509, -0.1042, -0.0886, -0.0667, -0.0956, -0.1199, -0.1126, -0.1427, -0.1249, -0.1475, -0.175, -0.2151, -0.2608, -0.2536, -0.2554, -0.2554, -0.2727, -0.2884, -0.3163, -0.3009, -0.3271, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043701737811574795", "ticker_idx": 0, "ts": "2026-04-13T14:43:59+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$100 in striking distance", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses and extends Northland's bullish INTC thesis, calling $100 within reach beyond the raised $92 PT.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$100 in striking distance", "reply_text": null, "parent_text": null, "quoted_text": "$INTC | 𝐈𝐧𝐭𝐞𝐥: Northland maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟗𝟐\n\nAnalyst highlights strategic deals and capacity value re-rating, with supply constraints boosting long-term positioning. https://t.co/CYCPJYJ57v", "parent_author": null, "ret_m1d": -0.04295795065895702, "ret_signed_m1d": -0.04295795065895702, "alpha_spy_m1d": -0.03328007989398429, "alpha_c_m1d": -0.028386760357068108, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0210187009124021, "ret_signed_p1d": -0.0210187009124021, "alpha_spy_p1d": -0.03320357812224284, "alpha_c_p1d": -0.0405522501830371, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.007977855793675381, "ret_signed_p1w": 0.007977855793675381, "alpha_spy_p1w": -0.024991031515185336, "alpha_c_p1w": -0.03853271236510625, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.8504142381965318, "ret_signed_p1m": 0.8504142381965318, "alpha_spy_p1m": 0.7745069456163309, "alpha_c_p1m": 0.5844558210988682, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8504142381965318, "alpha_spy_stated": 0.7745069456163309, "alpha_c_stated": 0.5844558210988682, "price_path": [-0.2525, -0.2587, -0.2795, -0.2795, -0.255, -0.1677, -0.1666, -0.3085, -0.3481, -0.326, -0.2516, -0.2535, -0.2871, -0.2512, -0.2444, -0.2544, -0.2599, -0.2238, -0.2292, -0.2769, -0.2591, -0.2869, -0.2821, -0.2821, -0.2915, -0.3025, -0.3154, -0.3233, -0.3306, -0.2924, -0.2808, -0.3025, -0.3002, -0.3019, -0.3388, -0.3007, -0.295, -0.3338, -0.3007, -0.2823, -0.2639, -0.3058, -0.2978, -0.2979, -0.324, -0.3091, -0.2915, -0.3269, -0.3248, -0.324, -0.2762, -0.3234, -0.3383, -0.3681, -0.323, -0.2631, -0.2271, -0.2271, -0.2209, -0.1882, -0.0956, -0.0531, -0.043, 0.0, -0.021, -0.0037, 0.0509, 0.0509, 0.008, 0.0166, 0.0014, 0.0245, 0.2663, 0.3039, 0.2967, 0.4537, 0.4495, 0.5284, 0.4695, 0.6593, 0.7338, 0.6818, 0.9165, 0.9859, 0.8504, 0.8455, 0.7786, 0.6688, 0.6596, 0.6999, 0.8251, 0.818, 0.8386, 0.8386, 0.8951, 0.8682, 0.8547, 0.7594, 0.6774, 0.6559, 0.7292, 0.7149, 0.5215, 0.6918, 0.6557, 0.6422, 0.7944, 0.9112, 0.9616, 0.7958, 0.8579, 1.0557, 1.0557, 1.1623, 1.0295, 1.0198, 1.0385, 1.0385, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2032232483094479266", "ticker_idx": 0, "ts": "2026-03-12T23:09:15+00:00", "symbol": "CENX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like century aluminum because of this", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Century Aluminum as a beneficiary of Rio Tinto Kennecott suspension disrupting copper/aluminum supply.", "resolved_tickers": ["CENX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Aluminum'", "bench_c_industry": "Aluminum", "unit_kind": "quote", "lang": "en", "tweet_text": "Natural gas byproducts are used to strip copper and aluminum. If you don’t have that why mine?  \n\nI like century aluminum because of this.", "reply_text": null, "parent_text": null, "quoted_text": "RIO TINTO HAS SUSPENDED ALL MINING OPERATIONS AT ITS KENNECOTT FACILITY.", "parent_author": null, "ret_m1d": 0.0544491059229153, "ret_signed_m1d": 0.0544491059229153, "alpha_spy_m1d": 0.04875675066680474, "alpha_c_m1d": 0.04448769012680853, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.009961415796106765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016809829916636376, "ret_signed_p1d": 0.016809829916636376, "alpha_spy_p1d": 0.006632964906179817, "alpha_c_p1d": 0.012540618209849974, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.004269211706786402, "ret_p1w": -0.10524389493349229, "ret_signed_p1w": -0.10524389493349229, "alpha_spy_p1w": -0.08720236865481545, "alpha_c_p1w": -0.06031611609715759, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.0449277788363347, "ret_p1m": 0.24136676429122716, "ret_signed_p1m": 0.24136676429122716, "alpha_spy_p1m": 0.20258655761502964, "alpha_c_p1m": 0.17566040377329228, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.06570636051793488, "ret_p3m": 0.07875025414471071, "ret_signed_p3m": 0.07875025414471071, "alpha_spy_p3m": -0.019577004446237556, "alpha_c_p3m": 0.06593104743794442, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.012819206706766284, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24136676429122716, "alpha_spy_stated": 0.20258655761502964, "alpha_c_stated": 0.17566040377329228, "price_path": [-0.4113, -0.4131, -0.3822, -0.3384, -0.3205, -0.288, -0.2817, -0.2817, -0.2659, -0.2867, -0.2748, -0.2841, -0.2841, -0.252, -0.1992, -0.2284, -0.2171, -0.2099, -0.1652, -0.1411, -0.1533, -0.1244, -0.114, -0.1308, -0.1308, -0.1253, -0.1275, -0.1175, -0.11, -0.1758, -0.1263, -0.1047, -0.106, -0.1718, -0.1354, -0.0771, -0.1316, -0.1436, -0.0426, -0.0068, -0.0506, -0.0236, -0.0919, -0.1588, -0.1588, -0.1067, -0.0824, -0.0407, -0.0382, -0.0528, -0.0223, -0.0312, -0.046, -0.0579, -0.0616, -0.0331, -0.0238, -0.0152, -0.019, -0.0051, -0.0214, 0.061, 0.0544, 0.0, 0.0168, 0.0322, 0.0111, -0.0928, -0.1052, -0.1507, -0.0822, -0.083, -0.1157, -0.0928, -0.027, 0.0724, 0.1604, 0.1432, 0.1432, 0.1792, 0.2065, 0.1981, 0.2116, 0.2235, 0.2414, 0.1652, 0.171, 0.1988, 0.1372, 0.1206, 0.1219, 0.1527, 0.0939, 0.1098, 0.1261, 0.0837, 0.0777, 0.0861, 0.0777, 0.0925, 0.1379, 0.1442, 0.1069, 0.0764, 0.0996, 0.156, 0.1756, 0.1226, 0.0382, 0.0035, 0.0678, 0.074, 0.1047, 0.1886, 0.1886, 0.222, 0.2008, 0.2339, 0.2054, 0.1677, 0.2565, 0.2249, 0.2138, 0.0985, 0.1566, 0.1129, 0.0788, 0.1135, 0.118, -0.0033, -0.0216, -0.0077, -0.0552, -0.0552, -0.095, -0.1352, -0.1869, -0.1602, -0.1602, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2055837459892797600", "ticker_idx": 0, "ts": "2026-05-17T02:27:00+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's obviously going to tank cause they are delaying Rubin quite a bit.", "tweet_type": "prediction", "timeline": "days", "summary": "Bearish NVDA post-earnings on Rubin delay.", "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": "@jukan05 It’s obviously going to tank cause they are delaying Rubin quite a bit.", "reply_text": null, "parent_text": "What do you think NVIDIA’s stock will do after earnings?", "quoted_text": null, "parent_author": "jukan05", "ret_m1d": 0.013494053426636343, "ret_signed_m1d": -0.013494053426636343, "alpha_spy_m1d": -0.012790048835114698, "alpha_c_m1d": 0.005145272433011661, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007691677106092865, "ret_signed_p1d": 0.007691677106092865, "alpha_spy_p1d": 0.0010308890185994901, "alpha_c_p1d": 0.00366364268385444, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": -0.031441208388399255, "ret_signed_p1w": 0.031441208388399255, "alpha_spy_p1w": 0.04090442849777931, "alpha_c_p1w": 0.0866631866780938, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": -0.06597820394869702, "ret_signed_p1m": 0.06597820394869702, "alpha_spy_p1m": 0.08179088603884666, "alpha_c_p1m": 0.19385287490519876, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.031441208388399255, "alpha_spy_stated": 0.04090442849777931, "alpha_c_stated": 0.0866631866780938, "price_path": [-0.1545, -0.1549, -0.1462, -0.1385, -0.1326, -0.1204, -0.1684, -0.203, -0.1792, -0.1902, -0.1767, -0.1754, -0.2002, -0.1785, -0.1689, -0.1632, -0.1762, -0.1892, -0.1759, -0.1817, -0.1886, -0.1968, -0.2232, -0.21, -0.2119, -0.1963, -0.2298, -0.2465, -0.2571, -0.2155, -0.2095, -0.2021, -0.2021, -0.201, -0.1989, -0.181, -0.1728, -0.1515, -0.1485, -0.1161, -0.1055, -0.1078, -0.0928, -0.0911, -0.1009, -0.0892, -0.102, -0.0632, -0.0257, -0.0412, -0.0588, -0.1023, -0.1074, -0.1072, -0.1161, -0.0652, -0.0487, -0.032, -0.013, -0.0069, 0.0158, 0.0604, 0.0135, 0.0, -0.0077, 0.0052, -0.0126, -0.0314, -0.0314, -0.0336, -0.0437, -0.0363, -0.0503, 0.0092, 0.0022, -0.0341, -0.0153, -0.0764, -0.0604, -0.0625, -0.0975, -0.0774, -0.076, -0.0433, -0.066, -0.0784, -0.0512, -0.0512, -0.0604, -0.0992, -0.1039, -0.1185, -0.1185, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057182905974374592", "ticker_idx": 0, "ts": "2026-05-20T19:33:20+00:00", "symbol": "AMKR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Oh that's a great short", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive short call on Amkor.", "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": "reply_other", "lang": "en", "tweet_text": "@tailrisked Oh that’s a great short", "reply_text": null, "parent_text": "@bubbleboi sir what about baby Amkor.", "quoted_text": null, "parent_author": "tailrisked", "ret_m1d": -0.04307199974305875, "ret_signed_m1d": 0.04307199974305875, "alpha_spy_m1d": 0.032926981398548105, "alpha_c_m1d": 0.006412855910710946, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.03665914383234781, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03781574549973721, "ret_signed_p1d": 0.03781574549973721, "alpha_spy_p1d": 0.03979883320080435, "alpha_c_p1d": 0.04351834864397852, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.005702603144241314, "ret_p1w": 0.054022557296550255, "ret_signed_p1w": -0.054022557296550255, "alpha_spy_p1w": -0.04159759073257119, "alpha_c_p1w": 0.0005944304876623896, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.054616987784212645, "ret_p1m": 0.32226281784206856, "ret_signed_p1m": -0.32226281784206856, "alpha_spy_p1m": -0.3122611114719587, "alpha_c_p1m": -0.15363030222738616, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.1686325156146824, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.32226281784206856, "alpha_spy_stated": -0.3122611114719587, "alpha_c_stated": -0.15363030222738616, "price_path": [-0.3014, -0.3141, -0.2928, -0.2577, -0.2929, -0.3031, -0.3033, -0.3502, -0.333, -0.3506, -0.3936, -0.3702, -0.3597, -0.36, -0.3974, -0.3723, -0.3484, -0.3234, -0.3157, -0.2973, -0.3311, -0.3266, -0.2662, -0.271, -0.3409, -0.351, -0.3977, -0.3425, -0.3212, -0.3181, -0.3181, -0.3133, -0.3047, -0.2346, -0.1949, -0.1537, -0.1175, -0.1047, -0.128, -0.0816, -0.0164, 0.0139, 0.0251, 0.0549, 0.0645, 0.1403, 0.1041, 0.0419, 0.031, 0.0184, 0.038, 0.0361, 0.12, 0.1275, 0.0552, 0.1186, 0.1197, 0.0724, 0.0894, 0.0526, 0.0272, -0.0358, -0.0431, 0.0, -0.0378, -0.04, -0.04, 0.0726, 0.054, 0.0305, 0.0156, 0.0622, 0.0913, 0.0992, 0.079, -0.0506, -0.0018, 0.0365, 0.0175, 0.1131, 0.21, 0.2489, 0.2651, 0.2634, 0.3223, 0.3223, 0.3674, 0.2676, 0.2097, 0.2515, 0.2515, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065131661839462502", "ticker_idx": 0, "ts": "2026-06-11T17:58:51+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you're not buying Intel this month", "tweet_type": "prediction", "timeline": "weeks", "summary": "Implied buy signal on Intel this month.", "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": "If you’re not buying Intel this month. https://t.co/7LC1hSav41", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08481530648594426, "ret_signed_m1d": -0.08481530648594426, "alpha_spy_m1d": -0.06810252323389554, "alpha_c_m1d": -0.021577898510623972, "bench_spy_m1d": -0.016712783252048724, "bench_c_m1d": -0.06323740797532029, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06506498520793724, "ret_signed_p1d": 0.06506498520793724, "alpha_spy_p1d": 0.05965673730640786, "alpha_c_p1d": 0.04781991251105677, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.01724507269688047, "ret_p1w": 0.14560539109094672, "ret_signed_p1w": 0.14560539109094672, "alpha_spy_p1w": 0.1308258549109924, "alpha_c_p1w": 0.0628586659031718, "bench_spy_p1w": 0.014779536179954311, "bench_c_p1w": 0.08274672518777493, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6088, -0.6233, -0.615, -0.6052, -0.6249, -0.6237, -0.6233, -0.5966, -0.6229, -0.6312, -0.6478, -0.6227, -0.5893, -0.5693, -0.5693, -0.5658, -0.5476, -0.496, -0.4723, -0.4667, -0.4427, -0.4544, -0.4448, -0.4143, -0.4143, -0.4383, -0.4335, -0.4419, -0.429, -0.2943, -0.2733, -0.2774, -0.1899, -0.1922, -0.1483, -0.1811, -0.0753, -0.0338, -0.0628, 0.0681, 0.1067, 0.0312, 0.0285, -0.0088, -0.07, -0.0752, -0.0527, 0.0171, 0.0132, 0.0246, 0.0246, 0.0561, 0.0411, 0.0336, -0.0195, -0.0652, -0.0772, -0.0363, -0.0443, -0.1521, -0.0572, -0.0773, -0.0848, 0.0, 0.0651, 0.0932, 0.0008, 0.0354, 0.1456, 0.1456, 0.205, 0.131, 0.1256, 0.136, 0.136, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054703004490641783", "ticker_idx": 0, "ts": "2026-05-13T23:19:05+00:00", "symbol": "CARR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like carrier", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Carrier, implicitly as a play on AI-driven HVAC/cooling demand.", "resolved_tickers": ["CARR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Building Products & Equipment'", "bench_c_industry": "Building Products & Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@0xKeef I like carrier", "reply_text": null, "parent_text": "@bubbleboi i know its not the heat you mean, \n\nBut its funny to think that cooling as a product (hvac) in regards to AI is like 2% or less of their total revenue\n\nyou would think hvac stocks would be up rn considering the cooling demand and insane lead times\n\nbut its just like.. literally", "quoted_text": null, "parent_author": "0xKeef", "ret_m1d": -0.017383539693600847, "ret_signed_m1d": -0.017383539693600847, "alpha_spy_m1d": -0.009551056874901542, "alpha_c_m1d": -0.012283535468724516, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.005100004224876331, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030870749053757307, "ret_signed_p1d": -0.030870749053757307, "alpha_spy_p1d": -0.0188414052969611, "alpha_c_p1d": -0.01304939680933992, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.017821352244417388, "ret_p1w": -0.06818526633994304, "ret_signed_p1w": -0.06818526633994304, "alpha_spy_p1w": -0.060900772691341976, "alpha_c_p1w": -0.04537856004124852, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.022806706298694523, "ret_p1m": 0.047654730184355065, "ret_signed_p1m": 0.047654730184355065, "alpha_spy_p1m": 0.05623566806209446, "alpha_c_p1m": 0.038085034713790655, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.00956969547056441, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.047654730184355065, "alpha_spy_stated": 0.05623566806209446, "alpha_c_stated": 0.038085034713790655, "price_path": [-0.0234, -0.008, -0.0394, -0.0604, -0.0422, -0.0524, -0.0513, -0.0816, -0.0628, -0.0383, -0.0467, -0.0866, -0.0879, -0.0981, -0.1287, -0.1232, -0.1275, -0.1236, -0.1565, -0.169, -0.166, -0.1491, -0.1397, -0.1194, -0.1329, -0.1294, -0.1252, -0.1152, -0.1836, -0.1899, -0.1883, -0.1591, -0.1503, -0.1681, -0.1681, -0.1699, -0.1721, -0.1296, -0.0822, -0.0542, -0.0395, -0.0345, -0.1257, -0.1084, -0.0843, -0.0794, -0.0785, -0.0943, -0.081, -0.0896, -0.0755, -0.0742, -0.0781, 0.003, 0.0097, -0.0126, -0.0382, 0.0175, 0.0073, 0.0015, -0.0127, -0.0175, -0.0174, 0.0, -0.0309, -0.0333, -0.0793, -0.0471, -0.0682, -0.0538, -0.0538, -0.0276, -0.0333, -0.0438, -0.0429, -0.0243, -0.0046, 0.0127, 0.0271, 0.0064, 0.0093, 0.0676, 0.0186, 0.0451, 0.0477, 0.0659, 0.0662, 0.0414, 0.0761, 0.0761, 0.0767, 0.0602, 0.1098, 0.1389, 0.1389, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066647673244114994", "ticker_idx": 0, "ts": "2026-06-15T22:22:56+00:00", "symbol": "8136.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm buying a stake in Sanrio, the makers of Hello Kitty. This might be the most asymmetric trade in kitty history and one of the most juiciest AI trades there ever was", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying Sanrio long: pure-IP licensing model + AI royalty upside with scandal-driven discount; base case +24% OP, bull case +50% with re-rating to tech multiple.", "resolved_tickers": ["8136.T"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "original", "lang": "en", "tweet_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 the grandson of the founder of hello kitty takes over and becomes the youngest CEO of a listed Japanese company, he immediately pivoted hello kitty away from retail and manufacturing and to a pure IP licensing business. The turnaround story has been absurd. Operating profits went from ¥2.5B to ¥13.2B to now ¥27B from 2022 to 2024, and crossed a trillion yen market cap in the same year, in the first half FY26 sales are up 39.6% at an 80.4% gross margins approaching eighty percent making even Jensen Huang jealous. \n\nNow what people aren’t talking about is that AI’s whole value prop is to train on high quality IP and license it at near infinite incremental margin. Sanrio already became that company and no one is going to win the Japanese market without access to Hello Kitty for their world model. \n\nIn the AI era a character stops being a plush toy and becomes a licensed endpoint. AI companions, generative games, virtual influencers, on device assistants, image and video models that all need pre cleared brand safe IP to plug in. This is the exact path every media company will eventually get forced down. Disney, Nintendo, Warner, all of them will stop making things and become the royalty layer. Sanrio was just the first to realize this. Counter intuitively as AI allows you to generate more and more anime for next to nothing the old classic IP becomes more and more valuable. AI is going to do what streaming did to music royalties but for cute anime characters. \n\nAnd the math behind AI licensing is wild because it’s pure incremental margin. No factory, no inventory, call it 85% flow through. My base case for Hello Kitty is ¥20B in new royalty revenue which is roughly ¥17B added operating profit, about +24% on the ~¥70B FY26 base. My bull case of ¥40B is closer to +50% and gets it re rated from a cute kitty stock to a tech royalty name with a different multiple entirely.\n\nAnd right now is the PERFECT entry opportunity, the stock is down not because of revenue or threats to the business model it’s down because the board delayed FY26 results and stood up a Special Investigation Committee over improper US director comp. This will have limited earnings impact and doesn’t change the core business, the board already got cleaned up. Stock still trades ~21x vs ~14x for the sector so you are paying up, but it has 11 buy ratings and 0 sells with an average target around ¥1,494.\n\nAI is going to turn their licensing engine into a royalty API with a bow on it. The scandal is a massive discount to fair value and once in a lifetime buying opportunity. The cat is the moat.\n\nBut the JPY FX risk is on you. You can pin a pink bow on that and give it to Philippe @coatuemgmt 🎀", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028160919540229923, "ret_signed_m1d": -0.028160919540229923, "alpha_spy_m1d": -0.03415823576201693, "alpha_c_m1d": -0.029089487082983645, "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": 0.0005747126436781436, "ret_signed_p1d": 0.0005747126436781436, "alpha_spy_p1d": 0.013062583528729577, "alpha_c_p1d": 0.025646488030101056, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.025071775386422912, "ret_p1w": 0.07827583400682481, "ret_signed_p1w": 0.07827583400682481, "alpha_spy_p1w": 0.0980806459849507, "alpha_c_p1w": 0.11603805398859934, "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": [0.2364, 0.2364, 0.2133, 0.1976, 0.2103, 0.1875, 0.211, 0.1269, 0.1255, 0.1368, 0.1379, 0.1407, 0.091, 0.1364, 0.1609, 0.1313, 0.1114, 0.1284, 0.1506, 0.1655, 0.2103, 0.1868, 0.2017, 0.2086, 0.1428, 0.13, 0.0946, 0.1051, 0.1168, 0.1168, 0.0517, 0.0459, 0.0459, 0.0459, 0.0459, -0.0222, 0.0066, 0.0345, -0.012, -0.0163, -0.0297, -0.0168, -0.0356, 0.0616, 0.0022, -0.0008, -0.006, -0.0115, -0.0171, -0.0011, -0.0346, -0.0159, 0.0718, 0.0299, 0.0448, 0.0583, 0.0402, 0.031, -0.0078, 0.02, 0.0078, -0.0067, -0.0282, 0.0, 0.0006, 0.0253, 0.0552, 0.0868, 0.0783, 0.0713, 0.1557, 0.2552, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056433478531703082", "ticker_idx": 0, "ts": "2026-05-18T17:55:22+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I expect SK to drop like 20%", "tweet_type": "prediction", "timeline": "intraday", "summary": "Expects Korean markets to rally but SK (Hynix) to drop ~20%.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix, KOSPI: 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "The Korean markets will be glorious today. I expect SK to drop like 20%.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05444126546659023, "ret_signed_m1d": -0.05444126546659023, "alpha_spy_m1d": -0.05373726087506858, "alpha_c_m1d": -0.035801939606942224, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": -0.0, "alpha_spy_p1d": -0.0066607880874933745, "alpha_c_p1d": -0.0040280344222384246, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.1759312051169586, "ret_signed_p1w": -0.1759312051169586, "alpha_spy_p1w": -0.16646798500757853, "alpha_c_p1w": -0.12070922682726404, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.44494072289736697, "ret_signed_p1m": -0.44494072289736697, "alpha_spy_p1m": -0.42912804080721734, "alpha_c_p1m": -0.31706605194086523, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.0, "alpha_spy_stated": -0.0066607880874933745, "alpha_c_stated": -0.0040280344222384246, "price_path": [-0.4886, -0.4572, -0.456, -0.4251, -0.4177, -0.3702, -0.392, -0.392, -0.4619, -0.5135, -0.4607, -0.4705, -0.5209, -0.4625, -0.4527, -0.467, -0.4785, -0.4418, -0.4441, -0.3948, -0.4195, -0.4229, -0.4653, -0.435, -0.4298, -0.4653, -0.4653, -0.4997, -0.5375, -0.486, -0.5244, -0.498, -0.4923, -0.4751, -0.408, -0.4281, -0.4115, -0.404, -0.3679, -0.349, -0.3381, -0.3536, -0.3318, -0.2986, -0.2991, -0.298, -0.2997, -0.2596, -0.255, -0.259, -0.263, -0.263, -0.1708, -0.1708, -0.0825, -0.0521, -0.0338, 0.0774, 0.0516, 0.1324, 0.1289, 0.0424, 0.0544, 0.0, 0.0, 0.1117, 0.1123, 0.1123, 0.1759, 0.2854, 0.312, 0.3372, 0.3544, 0.3527, 0.3527, 0.3171, 0.1864, 0.0953, 0.2696, 0.1738, 0.2042, 0.2323, 0.3114, 0.3653, 0.4449, 0.5389, 0.5842, 0.6731, 0.4644, 0.5023, 0.6719, 0.5321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057142360086307283", "ticker_idx": 0, "ts": "2026-05-20T16:52:13+00:00", "symbol": "Lumentum", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lumentum , unlike other semi companies is a lot less cyclical. They will need to constantly replace the lasers instead of just procuring a huge amount when they're doing a rollout", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Lumentum: laser replacement-driven recurring demand makes it less cyclical than peers if efficiency claims hold and costs are reasonable to hyperscalers.", "resolved_tickers": ["LITE"], "resolution_method": "exchange_ticker", "resolution_reason": "Lumentum Holdings, Nasdaq: LITE", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Each of these switches have like 48 lasers and the lasers are the most failure prone part hence the redundancy. \n\nIf they actually can improve the efficiency claim, and the costs of these lasers isn’t egregiously high to a hyper scaler that means Lumentum , unlike other semi companies is a lot less cyclical. They will need to constantly replace the lasers instead of just procuring a huge amount when they’re doing a rollout and not needing more until there’s a new build out or upgrade cycle.", "reply_text": null, "parent_text": "@bubbleboi What changed from this post to now? Just curious on the updated thesis", "quoted_text": null, "parent_author": "Bulls_and_Bills", "ret_m1d": 0.025366640185076283, "ret_signed_m1d": 0.025366640185076283, "alpha_spy_m1d": 0.03551165852958693, "alpha_c_m1d": 0.03551165852958693, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.010145018344510648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11108550216246016, "ret_signed_p1d": 0.11108550216246016, "alpha_spy_p1d": 0.10910241446139302, "alpha_c_p1d": 0.10910241446139302, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.0019830877010671433, "ret_p1w": 0.039443812072159856, "ret_signed_p1w": 0.039443812072159856, "alpha_spy_p1w": 0.02701884550818079, "alpha_c_p1w": 0.02701884550818079, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.012424966563979067, "ret_p1m": -0.020816301878599175, "ret_signed_p1m": -0.020816301878599175, "alpha_spy_p1m": -0.03081800824870906, "alpha_c_p1m": -0.03081800824870906, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.010001706370109886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.020816301878599175, "alpha_spy_stated": -0.03081800824870906, "alpha_c_stated": -0.03081800824870906, "price_path": [-0.2307, -0.2227, -0.2071, -0.1667, -0.2201, -0.1926, -0.0977, -0.2, -0.2157, -0.2503, -0.3567, -0.2619, -0.2259, -0.2259, -0.2903, -0.2829, -0.2802, -0.2517, -0.1927, -0.1105, -0.1863, -0.1603, -0.0761, -0.1047, -0.2065, -0.1905, -0.2457, -0.1904, -0.1191, -0.0475, -0.0475, -0.1103, -0.0603, 0.0322, 0.03, 0.0337, 0.0036, -0.0176, -0.0508, 0.0267, 0.03, 0.0311, -0.0359, 0.0064, -0.0244, 0.0156, -0.0097, -0.0884, -0.0112, 0.0395, 0.0943, 0.1245, 0.1457, 0.0878, 0.0282, 0.0412, 0.2131, 0.1432, 0.187, 0.1541, 0.1182, 0.0195, 0.0254, 0.0, 0.1111, 0.0908, 0.0908, 0.0492, 0.0394, -0.0086, -0.0151, 0.0425, 0.1856, 0.0806, 0.0887, -0.0051, 0.0315, -0.0533, -0.0171, 0.0248, 0.0616, 0.1027, 0.0084, 0.0022, -0.0208, -0.0208, 0.0298, -0.0463, -0.0294, -0.007, -0.007, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2062342646652371210", "ticker_idx": 0, "ts": "2026-06-04T01:16:18+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like Broadcom", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Terse but decisive bullish stance on Broadcom.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CoorsLightCEO I like Broadcom", "reply_text": null, "parent_text": "@bubbleboi Why aren’t you tweeting about broadcom", "quoted_text": null, "parent_author": "CoorsLightCEO", "ret_m1d": 0.14399278461121767, "ret_signed_m1d": 0.14399278461121767, "alpha_spy_m1d": 0.1477572456579973, "alpha_c_m1d": 0.12746768679429454, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": 0.01652509781692313, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07920554255801027, "ret_signed_p1d": -0.07920554255801027, "alpha_spy_p1d": -0.053396171309084584, "alpha_c_p1d": 0.01296538816267001, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.09217093072068028, "ret_p1w": -0.0795875157021243, "ret_signed_p1w": -0.0795875157021243, "alpha_spy_p1w": -0.054055538555453975, "alpha_c_p1w": -0.05077611824581174, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.02881139745631256, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1764, -0.1839, -0.1863, -0.1997, -0.2326, -0.226, -0.2346, -0.2474, -0.2381, -0.2603, -0.2301, -0.2402, -0.239, -0.2614, -0.2822, -0.2996, -0.2612, -0.2517, -0.2491, -0.2491, -0.2494, -0.2028, -0.163, -0.1528, -0.1131, -0.0935, -0.091, -0.053, -0.0488, -0.0295, -0.046, -0.04, 0.0089, 0.0025, 0.0092, -0.0017, -0.0455, -0.0321, -0.0035, 0.0057, -0.0058, 0.0202, 0.0156, -0.0152, 0.0265, 0.0227, 0.0009, -0.0051, 0.0498, 0.015, 0.0043, -0.0187, -0.0027, -0.0104, -0.0114, -0.0114, 0.0074, 0.007, 0.0183, 0.0665, 0.098, 0.1496, 0.144, 0.0, -0.0792, -0.0533, -0.0639, -0.1117, -0.0796, -0.0879, -0.0596, -0.1007, -0.0621, -0.018, -0.018, -0.0624, -0.0911, -0.0865, -0.0941, -0.0941, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2063343284303659484", "ticker_idx": 0, "ts": "2026-06-06T19:32:28+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short Samsung", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: short Samsung and Micron / long SanDisk and Intel.", "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": "Ok so the trade is short Samsung Micron / Long Sandisk Intel", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11336717428087995, "ret_signed_m1d": -0.11336717428087995, "alpha_spy_m1d": -0.11562623199305799, "alpha_c_m1d": -0.13443353559588833, "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": 0.08967851099830804, "ret_signed_p1d": -0.08967851099830804, "alpha_spy_p1d": -0.09261396154911583, "alpha_c_p1d": -0.10819295748552671, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": -0.018514446487218672, "ret_p1w": 0.14043993231810492, "ret_signed_p1w": -0.14043993231810492, "alpha_spy_p1w": -0.11932299921949063, "alpha_c_p1w": -0.09912165588499611, "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": [-0.3584, -0.3654, -0.3803, -0.3627, -0.3452, -0.2959, -0.3229, -0.3266, -0.3708, -0.3594, -0.3617, -0.3918, -0.3918, -0.4034, -0.4342, -0.3582, -0.3963, -0.3699, -0.3465, -0.335, -0.2876, -0.3096, -0.3029, -0.3198, -0.3012, -0.286, -0.264, -0.269, -0.2741, -0.2589, -0.264, -0.2403, -0.2572, -0.2403, -0.2487, -0.2352, -0.2538, -0.2538, -0.2132, -0.2132, -0.0998, -0.0812, -0.0914, -0.0338, -0.0558, -0.0389, 0.0017, -0.0846, -0.0491, -0.0677, -0.066, 0.0135, -0.0102, -0.0102, 0.0118, 0.0389, 0.0135, 0.0728, 0.181, 0.22, 0.22, 0.1895, 0.1134, 0.0, 0.0897, 0.0237, 0.0118, 0.0914, 0.1404, 0.1607, 0.1726, 0.2267, 0.198, 0.1963, 0.0491, 0.1523, 0.2132, 0.1489, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2063343284303659484", "ticker_idx": 2, "ts": "2026-06-06T19:32:28+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long Sandisk", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: short Samsung and Micron / long SanDisk and Intel.", "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": "Ok so the trade is short Samsung Micron / Long Sandisk Intel", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "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, 0.422, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2063343284303659484", "ticker_idx": 3, "ts": "2026-06-06T19:32:28+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long Sandisk Intel", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: short Samsung and Micron / long SanDisk and Intel.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Ok so the trade is short Samsung Micron / Long Sandisk Intel", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "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, 0.205, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067307962587300242", "ticker_idx": 0, "ts": "2026-06-17T18:06:41+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is good cause you get more capacity out of a wafer. So Samsung can increase capacity without much more capex.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish Samsung: 1d DRAM node improves capital efficiency, more capacity per wafer with lower incremental capex.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "This is good cause you get more capacity out of a wafer. So Samsung can increase capacity without much more capex.", "reply_text": null, "parent_text": null, "quoted_text": "Samsung Electronics Preparing Mass Production of 10nm Class 7th Generation \"1d DRAM\" in First Half of Next Year\n\nSamsung Electronics' next generation DRAM mass production plan is taking concrete shape. The company is currently developing equipment with multiple partners for the https://t.co/7RHKq8zzBf", "parent_author": null, "ret_m1d": -0.044137931034482714, "ret_signed_m1d": -0.044137931034482714, "alpha_spy_m1d": -0.05678372091074846, "alpha_c_m1d": -0.047582487877399604, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": 0.0034445568429168905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02344827586206899, "ret_signed_p1d": -0.02344827586206899, "alpha_spy_p1d": -0.033845268304028564, "alpha_c_p1d": -0.053803510124083354, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.030355234262014363, "ret_p1w": -0.011034482758620734, "ret_signed_p1w": -0.011034482758620734, "alpha_spy_p1w": -0.0031649305178919063, "alpha_c_p1w": 0.002591632561883106, "bench_spy_p1w": -0.007869552240728828, "bench_c_p1w": -0.01362611532050384, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.4871, -0.4778, -0.4797, -0.5042, -0.5042, -0.5137, -0.5388, -0.4768, -0.5079, -0.4863, -0.4673, -0.4579, -0.4193, -0.4372, -0.4317, -0.4455, -0.4303, -0.4179, -0.4, -0.4041, -0.4083, -0.3959, -0.4, -0.3807, -0.3945, -0.3807, -0.3876, -0.3766, -0.3917, -0.3917, -0.3586, -0.3586, -0.2662, -0.251, -0.2593, -0.2124, -0.2303, -0.2166, -0.1834, -0.2538, -0.2248, -0.24, -0.2386, -0.1738, -0.1931, -0.1931, -0.1752, -0.1531, -0.1738, -0.1255, -0.0372, -0.0055, -0.0055, -0.0303, -0.0924, -0.1848, -0.1117, -0.1655, -0.1752, -0.1103, -0.0703, -0.0538, -0.0441, 0.0, -0.0234, -0.0248, -0.1448, -0.0607, -0.011, -0.0634, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2059434029783670886", "ticker_idx": 0, "ts": "2026-05-27T00:38:29+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ASML isn't a good play TSMC shifts capacity and that's the last machine they will expand orders for and even if they do it's incremental to their bottom line", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ASML as incremental TSMC capacity play; bullish Shin-Etsu Chemical as the smarter EUV photoresist duopoly beneficiary of more advanced logic layers.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "ASML isn’t a good play TSMC shifts capacity and that’s the last machine they will expand orders for and even if they do it’s incremental to their bottom line.\n\nMuch smarter play is shin etsu chemical they hold a duopoly position for EUV photo resists and more advanced logic = more EUV layers = more photoresist.", "reply_text": null, "parent_text": "$tsm has been the sphincter of the ai market; holding capacity nice and tight \n\nraising price is a precursor to bringing capacity online\n\nJensen ain’t playing with cc price hikes without getting more wafer supply in return\n\nhere come the WFE cos\n\n$acmr $lcrx $amat and even $asml", "quoted_text": null, "parent_author": "institLPGP", "ret_m1d": 0.00973555955854244, "ret_signed_m1d": -0.00973555955854244, "alpha_spy_m1d": -0.00956228737574838, "alpha_c_m1d": 0.001414758910706082, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": 0.011150318469248521, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010607363649352441, "ret_signed_p1d": -0.010607363649352441, "alpha_spy_p1d": -0.005090785048442514, "alpha_c_p1d": -0.0033361342793376547, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": 0.007271229370014787, "ret_p1w": 0.07904673410924201, "ret_signed_p1w": -0.07904673410924201, "alpha_spy_p1w": -0.07400985445015684, "alpha_c_p1w": -0.007846021407205805, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": 0.0712007127020362, "ret_p1m": 0.15809355690659066, "ret_signed_p1m": -0.15809355690659066, "alpha_spy_p1m": -0.17710628544036877, "alpha_c_p1m": -0.08860572335023043, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": 0.06948783355636023, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15809355690659066, "alpha_spy_stated": -0.17710628544036877, "alpha_c_stated": -0.08860572335023043, "price_path": [-0.1059, -0.1225, -0.1578, -0.1302, -0.1402, -0.1685, -0.1681, -0.1301, -0.131, -0.1443, -0.1449, -0.132, -0.1346, -0.1366, -0.1528, -0.1821, -0.1479, -0.1289, -0.1217, -0.1549, -0.1689, -0.1939, -0.1887, -0.1391, -0.1584, -0.1584, -0.1584, -0.1926, -0.1209, -0.1049, -0.0793, -0.0867, -0.069, -0.1083, -0.1137, -0.0982, -0.0975, -0.1033, -0.094, -0.1128, -0.0921, -0.119, -0.1486, -0.1335, -0.1119, -0.1119, -0.1373, -0.1071, -0.0519, -0.0555, -0.0414, -0.0514, -0.0804, -0.0359, -0.0068, -0.0507, -0.0814, -0.0926, -0.0315, -0.0227, 0.0237, 0.0394, 0.0097, 0.0, 0.0106, 0.0061, 0.0128, 0.062, 0.079, 0.0883, 0.0623, 0.1004, 0.0959, 0.095, 0.145, 0.184, 0.1786, 0.1561, 0.2034, 0.2177, 0.2044, 0.203, 0.134, 0.1289, 0.1581, 0.1466, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2059434029783670886", "ticker_idx": 1, "ts": "2026-05-27T00:38:29+00:00", "symbol": "Shin-Etsu Chemical", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Much smarter play is shin etsu chemical they hold a duopoly position for EUV photo resists and more advanced logic = more EUV layers = more photoresist", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ASML as incremental TSMC capacity play; bullish Shin-Etsu Chemical as the smarter EUV photoresist duopoly beneficiary of more advanced logic layers.", "resolved_tickers": ["4063.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Shin-Etsu Chemical, TSE: 4063.T", "bench_c": "XLB", "bench_c_reason": "industry='Chemicals'", "bench_c_industry": "Chemicals", "unit_kind": "reply_other", "lang": "en", "tweet_text": "ASML isn’t a good play TSMC shifts capacity and that’s the last machine they will expand orders for and even if they do it’s incremental to their bottom line.\n\nMuch smarter play is shin etsu chemical they hold a duopoly position for EUV photo resists and more advanced logic = more EUV layers = more photoresist.", "reply_text": null, "parent_text": "$tsm has been the sphincter of the ai market; holding capacity nice and tight \n\nraising price is a precursor to bringing capacity online\n\nJensen ain’t playing with cc price hikes without getting more wafer supply in return\n\nhere come the WFE cos\n\n$acmr $lcrx $amat and even $asml", "quoted_text": null, "parent_author": "institLPGP", "ret_m1d": -0.05184985147177967, "ret_signed_m1d": -0.05184985147177967, "alpha_spy_m1d": -0.05202312365457373, "alpha_c_m1d": -0.048137525083319366, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": -0.0037123263884603075, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008371590602214374, "ret_signed_p1d": -0.008371590602214374, "alpha_spy_p1d": -0.013888169203124301, "alpha_c_p1d": -0.011888578641986225, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": 0.003516988039771851, "ret_p1w": 0.05401026194977043, "ret_signed_p1w": 0.05401026194977043, "alpha_spy_p1w": 0.04897338229068526, "alpha_c_p1w": 0.045217717036725835, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": 0.008792544913044598, "ret_p1m": -0.03456656764785304, "ret_signed_p1m": -0.03456656764785304, "alpha_spy_p1m": -0.01555383911407493, "alpha_c_p1m": -0.05124955490462546, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": 0.01668298725677242, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03456656764785304, "alpha_spy_stated": -0.01555383911407493, "alpha_c_stated": -0.05124955490462546, "price_path": [-0.1744, -0.1536, -0.1812, -0.2057, -0.1666, -0.1638, -0.2009, -0.1837, -0.1768, -0.1432, -0.1258, -0.1292, -0.1389, -0.1005, -0.1469, -0.1469, -0.1871, -0.1888, -0.1575, -0.1579, -0.1781, -0.1605, -0.1549, -0.1217, -0.1342, -0.1291, -0.1192, -0.1123, -0.1264, -0.1215, -0.1148, -0.1005, -0.096, -0.0806, -0.067, -0.0674, -0.0855, -0.0909, -0.1032, -0.1002, -0.0861, -0.0617, -0.0439, -0.0439, -0.0216, -0.0408, -0.0408, -0.0408, -0.0408, 0.0412, 0.01, 0.0227, 0.0154, 0.0015, 0.0095, -0.0406, -0.0531, -0.0505, -0.0757, -0.0741, -0.0502, -0.0493, -0.0518, 0.0, -0.0084, 0.0475, 0.0523, 0.009, 0.054, 0.0317, -0.0076, -0.0733, -0.077, -0.096, -0.074, -0.0294, 0.0213, 0.0065, 0.0193, 0.0072, -0.013, -0.0134, -0.0142, -0.0413, -0.0346, -0.0771, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057919717319549433", "ticker_idx": 0, "ts": "2026-05-22T20:21:09+00:00", "symbol": "ACMR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They are going public soon just buy them", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy ACMR ahead of upcoming IPO/public listing.", "resolved_tickers": ["ACMR"], "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": "@masayoshisson They are going public soon just buy them. Acmr makes cleaning equipment they are trying to expand to other shit but it’s marginal now.", "reply_text": null, "parent_text": "@bubbleboi say more", "quoted_text": null, "parent_author": "masayoshisson", "ret_m1d": -0.1516308206011303, "ret_signed_m1d": -0.1516308206011303, "alpha_spy_m1d": -0.1450359601621648, "alpha_c_m1d": -0.10875041621662196, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02521397557552474, "ret_signed_p1d": 0.02521397557552474, "alpha_spy_p1d": 0.02538721774027075, "alpha_c_p1d": 0.03624133547007402, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.06315057994782247, "ret_signed_p1w": 0.06315057994782247, "alpha_spy_p1w": 0.05118667986477221, "alpha_c_p1w": 0.013212016502947899, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.1751098721948452, "ret_signed_p1m": 0.1751098721948452, "alpha_spy_p1m": 0.19570840634601194, "alpha_c_p1m": 0.1472426521903487, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.027867220004496485, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1751098721948452, "alpha_spy_stated": 0.19570840634601194, "alpha_c_stated": 0.1472426521903487, "price_path": [-0.3403, -0.356, -0.3395, -0.4039, -0.4006, -0.4412, -0.4805, -0.46, -0.4441, -0.4462, -0.4764, -0.4636, -0.4573, -0.4525, -0.461, -0.461, -0.4963, -0.4815, -0.4689, -0.4721, -0.5237, -0.5365, -0.5613, -0.5449, -0.532, -0.5311, -0.5311, -0.518, -0.5153, -0.4663, -0.4567, -0.444, -0.4261, -0.413, -0.4241, -0.4461, -0.4146, -0.4253, -0.4077, -0.3693, -0.3755, -0.3511, -0.3843, -0.4271, -0.4373, -0.4022, -0.3968, -0.4075, -0.3893, -0.3595, -0.3153, -0.3078, -0.252, -0.2715, -0.2511, -0.2691, -0.2636, -0.2684, -0.2314, -0.1719, -0.172, -0.1516, -0.1516, 0.0, 0.0252, 0.074, 0.0012, -0.051, 0.0632, 0.0278, 0.0433, -0.1176, -0.0681, -0.0593, -0.0752, 0.0606, 0.0866, 0.1012, 0.0546, 0.1125, 0.2708, 0.2708, 0.1933, 0.1464, 0.1751, 0.2359, 0.2359, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065504384142938378", "ticker_idx": 0, "ts": "2026-06-12T18:39:55+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Something big is coming the stars are aligned", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish INTC into September; endorses massive call-options flow as sign something big is coming.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Something big is coming the stars are aligned.", "reply_text": null, "parent_text": null, "quoted_text": "Someone just bought $241,000,000 worth of $INTC calls that expire in September.\n \nI'm sorry what??? https://t.co/Zx2PwcBjfS", "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": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "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, 0.0666, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2060091825663484237", "ticker_idx": 0, "ts": "2026-05-28T20:12:20+00:00", "symbol": "BZ=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Option calls on Brent here we go.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Taking call options on Brent crude; bullish directional bet.", "resolved_tickers": ["BZ=F"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@tailrisked Option calls on Brent here we go.", "reply_text": null, "parent_text": "run it back @bubbleboi https://t.co/o7iOY1uAom", "quoted_text": null, "parent_author": "tailrisked", "ret_m1d": 0.018033633652151604, "ret_signed_m1d": 0.018033633652151604, "alpha_spy_m1d": 0.020518846783667333, "alpha_c_m1d": 0.020518846783667333, "bench_spy_m1d": -0.002485213131515729, "bench_c_m1d": -0.002485213131515729, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03183052914760154, "ret_signed_p1d": 0.03183052914760154, "alpha_spy_p1d": 0.029107415686697724, "alpha_c_p1d": 0.029107415686697724, "bench_spy_p1d": 0.0027231134609038143, "bench_c_p1d": 0.0027231134609038143, "ret_p1w": 0.011298134184178688, "ret_signed_p1w": 0.011298134184178688, "alpha_spy_p1w": 0.03632191612802094, "alpha_c_p1w": 0.03632191612802094, "bench_spy_p1w": -0.02502378194384225, "bench_c_p1w": -0.02502378194384225, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.1157, -0.1157, -0.0721, 0.007, 0.0751, -0.0462, -0.0008, 0.0914, 0.1205, 0.0886, 0.1235, 0.1665, 0.1803, 0.2188, 0.0857, 0.1351, 0.1105, 0.1734, 0.2229, 0.2252, 0.2857, 0.099, 0.1845, 0.1845, 0.1925, 0.1871, 0.0293, 0.042, 0.0342, 0.0794, 0.0298, 0.0313, 0.0797, -0.0181, 0.0373, 0.0699, 0.1071, 0.1414, 0.1443, 0.1758, 0.2087, 0.2822, 0.2386, 0.1751, 0.2432, 0.1936, 0.1002, 0.087, 0.1004, 0.1321, 0.1708, 0.1475, 0.1485, 0.187, 0.2178, 0.2089, 0.1409, 0.1144, 0.1248, 0.1248, 0.0818, 0.0243, 0.018, 0.0, 0.0318, 0.0429, 0.0626, 0.0324, 0.0113, 0.0239, -0.0065, 0.0114, -0.0181, -0.0513, -0.0965, -0.1422, -0.1358, -0.1325, -0.1325, -0.1537, -0.1626, -0.1989, -0.1824, -0.2179, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058304475463655490", "ticker_idx": 0, "ts": "2026-05-23T21:50:03+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel calls as an infinite funding source is my game plan to come back", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying INTC calls as a bullish recovery trade.", "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": "@vin_sachi Intel calls as an infinite funding source is my game plan to come back.", "reply_text": null, "parent_text": "@bubbleboi I’ll seed you five bucks homie, you’ll be back in no time", "quoted_text": null, "parent_author": "vin_sachi", "ret_m1d": -0.029792749394333407, "ret_signed_m1d": -0.029792749394333407, "alpha_spy_m1d": -0.023197888955367896, "alpha_c_m1d": 0.013087654990174946, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014167746499029965, "ret_signed_p1d": -0.014167746499029965, "alpha_spy_p1d": -0.013994504334283953, "alpha_c_p1d": -0.0031403866044806827, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": -0.1262143520205944, "ret_signed_p1w": -0.1262143520205944, "alpha_spy_p1w": -0.13817825210364465, "alpha_c_p1w": -0.17615291546546896, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.0658192800709918, "ret_signed_p1m": 0.0658192800709918, "alpha_spy_p1m": 0.08641781422215855, "alpha_c_p1m": 0.03795206006649532, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.027867220004496485, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0658192800709918, "alpha_spy_stated": 0.08641781422215855, "alpha_c_stated": 0.03795206006649532, "price_path": [-0.632, -0.6307, -0.6316, -0.6511, -0.631, -0.628, -0.6485, -0.631, -0.6213, -0.6116, -0.6337, -0.6295, -0.6295, -0.6433, -0.6354, -0.6261, -0.6448, -0.6437, -0.6433, -0.618, -0.643, -0.6508, -0.6665, -0.6427, -0.6112, -0.5921, -0.5921, -0.5889, -0.5716, -0.5227, -0.5003, -0.495, -0.4723, -0.4834, -0.4743, -0.4454, -0.4454, -0.4681, -0.4636, -0.4716, -0.4594, -0.3318, -0.3119, -0.3157, -0.2329, -0.2351, -0.1935, -0.2246, -0.1244, -0.0851, -0.1125, 0.0113, 0.0479, -0.0236, -0.0261, -0.0614, -0.1194, -0.1243, -0.103, -0.0369, -0.0406, -0.0298, -0.0298, 0.0, -0.0142, -0.0213, -0.0716, -0.1149, -0.1262, -0.0875, -0.095, -0.1971, -0.1073, -0.1263, -0.1334, -0.0531, 0.0085, 0.0351, -0.0524, -0.0196, 0.0848, 0.0848, 0.141, 0.0709, 0.0658, 0.0757, 0.0757, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052149742633984295", "ticker_idx": 0, "ts": "2026-05-06T22:13:20+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "when you actually zoom out and look at the earnings of these companies it's still very cheap in aggregate. This is just the start also. Earnings of companies delivering real value to AI inference economics is going to grow in line with AI proliferation", "tweet_type": "analysis", "timeline": "years", "summary": "Semis are not a bubble; cheap on earnings, AI-driven growth is just starting — stay long quality names with real AI value propositions.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "SMH is the leading US semiconductor ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "A lot of people have been calling semis a bubble but when you actually zoom out and look at the earnings of these companies it’s still very cheap in aggregate. \n\nThe market was pricing this in last year for a handful of names but the explosion in earnings over past two quarters has been stupendous. Almost anyone selling vol on these companies has been ran over as they almost all surprised to the upside. \n\nThis is just the start also. Earnings of companies delivering real value to AI inference economics is going to grow in line with AI proliferation. We are all going to get rich, don’t need to be too fancy right now just chase quality companies with a real value proposition not the trendy short lived bottle necks.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01788564083752764, "ret_signed_m1d": 0.01788564083752764, "alpha_spy_m1d": 0.014810128644592746, "alpha_c_m1d": 0.014810128644592746, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.0030755121929348928, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04895390415954437, "ret_signed_p1d": 0.04895390415954437, "alpha_spy_p1d": 0.04069780714837612, "alpha_c_p1d": 0.04069780714837612, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.00825609701116825, "ret_p1w": 0.0708018015147025, "ret_signed_p1w": 0.0708018015147025, "alpha_spy_p1w": 0.04812486546392658, "alpha_c_p1w": 0.04812486546392658, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.02267693605077592, "ret_p1m": 0.054786202912465276, "ret_signed_p1m": 0.054786202912465276, "alpha_spy_p1m": 0.04662579482263607, "alpha_c_p1m": 0.04662579482263607, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.008160408089829208, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2471, -0.2506, -0.232, -0.2481, -0.2451, -0.2451, -0.2455, -0.2362, -0.2405, -0.2316, -0.2355, -0.2239, -0.211, -0.2372, -0.2476, -0.2476, -0.2759, -0.2611, -0.268, -0.2954, -0.2698, -0.2643, -0.2575, -0.2814, -0.2829, -0.2707, -0.2652, -0.2711, -0.2688, -0.2877, -0.2754, -0.2694, -0.2612, -0.2949, -0.3071, -0.3288, -0.2901, -0.2743, -0.2736, -0.2736, -0.2668, -0.2596, -0.217, -0.2033, -0.1911, -0.1792, -0.1631, -0.1613, -0.1579, -0.1406, -0.141, -0.1397, -0.1171, -0.1079, -0.0623, -0.0627, -0.0905, -0.075, -0.0618, -0.0561, -0.0617, -0.0322, 0.0179, 0.0, 0.049, 0.067, 0.0392, 0.0599, 0.0708, 0.0301, 0.0112, 0.0071, 0.0455, 0.0514, 0.0671, 0.0671, 0.1149, 0.1026, 0.1106, 0.1089, 0.1254, 0.1705, 0.1811, 0.1619, 0.0548, 0.1075, 0.0943, 0.057, 0.1284, 0.1479, 0.1981, 0.1405, 0.1553, 0.2218, 0.2218, 0.2385, 0.1517, 0.1459, 0.1792, 0.1792, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056876263776964741", "ticker_idx": 0, "ts": "2026-05-19T23:14:50+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There are very few companies on earth more well positioned than Intel", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Intel, Sandisk, Lumentum, Astera, and JetCool as among the best-positioned companies.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are very few companies on earth more well positioned than Intel, Sandisk, Lumentum, and Astera.\n\n---\n\nOh and JetCool.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06859445271952702, "ret_signed_m1d": -0.06859445271952702, "alpha_spy_m1d": -0.058449434375016374, "alpha_c_m1d": -0.031935308887179215, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.03665914383234781, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003866838332320599, "ret_signed_p1d": -0.003866838332320599, "alpha_spy_p1d": -0.005849926033387742, "alpha_c_p1d": -0.009569441476561913, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.005702603144241314, "ret_p1w": 0.023621364998484884, "ret_signed_p1w": 0.023621364998484884, "alpha_spy_p1w": 0.011196398434505817, "alpha_c_p1w": -0.03099562278572776, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.054616987784212645, "ret_p1m": 0.1263450447575971, "ret_signed_p1m": 0.1263450447575971, "alpha_spy_p1m": 0.11634333838748723, "alpha_c_p1m": -0.042287470857085285, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.1686325156146824, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1263450447575971, "alpha_spy_stated": 0.11634333838748723, "alpha_c_stated": -0.042287470857085285, "price_path": [-0.6292, -0.6332, -0.6123, -0.6059, -0.6179, -0.6166, -0.6175, -0.6377, -0.6168, -0.6137, -0.635, -0.6168, -0.6068, -0.5967, -0.6196, -0.6152, -0.6153, -0.6296, -0.6215, -0.6118, -0.6312, -0.63, -0.6296, -0.6034, -0.6293, -0.6374, -0.6537, -0.629, -0.5963, -0.5765, -0.5765, -0.5731, -0.5552, -0.5045, -0.4812, -0.4756, -0.4521, -0.4636, -0.4541, -0.4242, -0.4242, -0.4477, -0.443, -0.4513, -0.4386, -0.3062, -0.2856, -0.2895, -0.2035, -0.2058, -0.1626, -0.1949, -0.0909, -0.05, -0.0785, 0.0501, 0.0881, 0.0139, 0.0112, -0.0255, -0.0857, -0.0907, -0.0686, 0.0, -0.0039, 0.0074, 0.0074, 0.0383, 0.0236, 0.0162, -0.036, -0.081, -0.0927, -0.0525, -0.0604, -0.1664, -0.073, -0.0928, -0.1002, -0.0168, 0.0472, 0.0748, -0.0161, 0.018, 0.1263, 0.1263, 0.1848, 0.112, 0.1067, 0.1169, 0.1169, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061915118267715720", "ticker_idx": 2, "ts": "2026-06-02T20:57:27+00:00", "symbol": "Kioxia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Kioxia", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Top 5 held positions: Intel, Sandisk, Kioxia, Astera, Flex.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia Holdings listed on TSE as 285A.T", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "da", "tweet_text": "@ScottLe34203798 Intel, Sandisk, Kioxia, Astera, flex", "reply_text": null, "parent_text": "@bubbleboi Yo bubble boi what are your top 5 holdings right now ?", "quoted_text": null, "parent_author": "ScottLe34203798", "ret_m1d": -0.00691598360655743, "ret_signed_m1d": -0.00691598360655743, "alpha_spy_m1d": -0.01398275474857813, "alpha_c_m1d": 0.0020039132795302006, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": -0.00891989688608763, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014856557377049162, "ret_signed_p1d": -0.014856557377049162, "alpha_spy_p1d": -0.018635243139188296, "alpha_c_p1d": 0.0013999008770679833, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": -0.016256458254117145, "ret_p1w": -0.09707991803278693, "ret_signed_p1w": -0.09707991803278693, "alpha_spy_p1w": -0.058882536526125295, "alpha_c_p1w": 0.007936618580555277, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.1050165366133422, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7442, -0.7691, -0.7494, -0.7262, -0.7279, -0.7302, -0.7104, -0.7232, -0.7004, -0.7136, -0.7136, -0.7251, -0.7298, -0.7125, -0.7289, -0.7404, -0.7436, -0.7556, -0.7208, -0.7298, -0.7202, -0.708, -0.702, -0.6465, -0.6452, -0.614, -0.5995, -0.5517, -0.5849, -0.5662, -0.609, -0.6092, -0.5807, -0.5543, -0.5469, -0.5571, -0.5457, -0.5348, -0.5348, -0.519, -0.5337, -0.5337, -0.5337, -0.5337, -0.444, -0.4302, -0.4116, -0.4096, -0.3532, -0.3794, -0.4307, -0.3411, -0.3626, -0.3431, -0.2912, -0.2649, -0.1618, -0.2001, -0.2245, -0.2152, -0.1566, -0.0715, -0.0069, 0.0, -0.0149, 0.0008, -0.0794, -0.0209, -0.0971, -0.0338, 0.04, 0.1643, 0.2131, 0.2295, 0.241, 0.3909, 0.3922, 0.182, 0.1847, 0.33, 0.1806, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2061915118267715720", "ticker_idx": 3, "ts": "2026-06-02T20:57:27+00:00", "symbol": "Astera", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Astera", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Top 5 held positions: Intel, Sandisk, Kioxia, Astera, Flex.", "resolved_tickers": ["ALAB"], "resolution_method": "exchange_ticker", "resolution_reason": "Astera Labs, US-listed ALAB", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "da", "tweet_text": "@ScottLe34203798 Intel, Sandisk, Kioxia, Astera, flex", "reply_text": null, "parent_text": "@bubbleboi Yo bubble boi what are your top 5 holdings right now ?", "quoted_text": null, "parent_author": "ScottLe34203798", "ret_m1d": -0.02140066731702106, "ret_signed_m1d": -0.02140066731702106, "alpha_spy_m1d": -0.02846743845904176, "alpha_c_m1d": -0.01248077043093343, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": -0.00891989688608763, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015101558626042455, "ret_signed_p1d": -0.015101558626042455, "alpha_spy_p1d": -0.01888024438818159, "alpha_c_p1d": 0.0011548996280746904, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": -0.016256458254117145, "ret_p1w": -0.08989388354850403, "ret_signed_p1w": -0.08989388354850403, "alpha_spy_p1w": -0.051696502041842396, "alpha_c_p1w": 0.015122653064838176, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.1050165366133422, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6721, -0.6636, -0.6796, -0.657, -0.6702, -0.6691, -0.6493, -0.6491, -0.6525, -0.653, -0.6808, -0.6593, -0.6651, -0.669, -0.6875, -0.6906, -0.7242, -0.6985, -0.7075, -0.6778, -0.6778, -0.6754, -0.6727, -0.6549, -0.6439, -0.59, -0.5412, -0.5307, -0.5266, -0.5301, -0.5212, -0.5164, -0.4719, -0.4662, -0.4566, -0.4145, -0.4591, -0.4958, -0.4585, -0.4643, -0.4425, -0.4464, -0.4067, -0.4116, -0.4618, -0.4504, -0.4296, -0.4377, -0.3836, -0.3711, -0.36, -0.407, -0.3281, -0.2092, -0.1807, -0.1559, -0.1559, -0.1233, -0.1051, -0.0395, -0.0569, -0.1195, -0.0214, 0.0, -0.0151, -0.1279, -0.0473, -0.0601, -0.0899, 0.0108, 0.0099, 0.0706, -0.005, 0.0306, 0.1472, 0.1472, 0.2094, 0.0921, 0.1001, 0.0948, 0.0948, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2061915118267715720", "ticker_idx": 4, "ts": "2026-06-02T20:57:27+00:00", "symbol": "Flex", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "flex", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Top 5 held positions: Intel, Sandisk, Kioxia, Astera, Flex.", "resolved_tickers": ["FLEX"], "resolution_method": "exchange_ticker", "resolution_reason": "Flex Ltd, Nasdaq: FLEX", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "da", "tweet_text": "@ScottLe34203798 Intel, Sandisk, Kioxia, Astera, flex", "reply_text": null, "parent_text": "@bubbleboi Yo bubble boi what are your top 5 holdings right now ?", "quoted_text": null, "parent_author": "ScottLe34203798", "ret_m1d": -0.015499627811436989, "ret_signed_m1d": -0.015499627811436989, "alpha_spy_m1d": -0.02256639895345769, "alpha_c_m1d": -0.025589926518004402, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.010090298706567413, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015005606384682846, "ret_signed_p1d": -0.015005606384682846, "alpha_spy_p1d": -0.01878429214682198, "alpha_c_p1d": 0.0005883146790180982, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": -0.015593921063700944, "ret_p1w": -0.13863157101263557, "ret_signed_p1w": -0.13863157101263557, "alpha_spy_p1w": -0.10043418950597394, "alpha_c_p1w": -0.03874884013909152, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.09988273087354405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.63, -0.6213, -0.6239, -0.6086, -0.6091, -0.6082, -0.602, -0.5962, -0.6082, -0.5937, -0.6194, -0.5984, -0.5733, -0.5676, -0.6001, -0.5999, -0.626, -0.5958, -0.5786, -0.5764, -0.5764, -0.5819, -0.5788, -0.548, -0.5368, -0.5261, -0.5164, -0.5051, -0.5157, -0.5065, -0.4947, -0.4796, -0.4742, -0.4725, -0.4634, -0.4355, -0.4437, -0.4618, -0.4405, -0.4347, -0.4337, -0.4329, -0.4044, -0.168, -0.1786, -0.1221, -0.1042, -0.1374, -0.112, -0.1133, -0.1487, -0.1989, -0.2201, -0.1878, -0.1906, -0.182, -0.182, -0.1155, -0.0997, -0.1055, -0.0689, -0.086, -0.0155, 0.0, -0.015, -0.0619, -0.0686, -0.091, -0.1386, -0.0614, -0.0755, -0.0785, -0.0927, -0.1162, -0.0885, -0.0885, -0.0379, -0.0623, -0.0693, -0.0041, -0.0041, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062345480592634080", "ticker_idx": 0, "ts": "2026-06-04T01:27:33+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": "ASIC design", "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "the asic design house business is a race to the bottom", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish both AVGO and MRVL on ASIC design commoditization from fabs/Taiwan players/in-house hyperscaler tooling; MRVL more exposed given higher % of revenue from concentrated ASIC deals.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I like Broadcom & they do have the best networking hardware, SERDES bar none. But the asic design house business is a race to the bottom. \n\nFabs like Intel are planning to take a piece of that business soon and there are tons of smaller asic design houses in Taiwan taking market share. Additionally, lot of the hyperscalers are moving to in house custom tooling which is bearish both asic design and EDA. \n\nSo what we are seeing isn’t actually just bearish Broadcom it’s bearish Marvel as well. Marvel actually makes more of their revenue as a % from these ASIC design deals than Broadcom does but it’s waaaaaay less revenue, additionally it’s concentrated in just a handful of customers. \n\nManagement and investors are anchoring wayyyy too hard on the asic design businesses which are smaller slices of the pie and not the hugely more valuable scale out networking.\n\n---\n\nBy the way the reason they are doing this is it’s easier to insider trade off. \n\nIf you’re an engineer at Google or Amazon you can get a really great dinner with some hedge fund PMs and tell them what new asic designer you’re evaluating. \n\nLot harder to evaluate the performance difference of a tomahawk switch vs a teralynx switch.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.14399278461121767, "ret_signed_m1d": -0.14399278461121767, "alpha_spy_m1d": -0.1477572456579973, "alpha_c_m1d": -0.12746768679429454, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": 0.01652509781692313, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07920554255801027, "ret_signed_p1d": 0.07920554255801027, "alpha_spy_p1d": 0.053396171309084584, "alpha_c_p1d": -0.01296538816267001, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.09217093072068028, "ret_p1w": -0.0795875157021243, "ret_signed_p1w": 0.0795875157021243, "alpha_spy_p1w": 0.054055538555453975, "alpha_c_p1w": 0.05077611824581174, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.02881139745631256, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1764, -0.1839, -0.1863, -0.1997, -0.2326, -0.226, -0.2346, -0.2474, -0.2381, -0.2603, -0.2301, -0.2402, -0.239, -0.2614, -0.2822, -0.2996, -0.2612, -0.2517, -0.2491, -0.2491, -0.2494, -0.2028, -0.163, -0.1528, -0.1131, -0.0935, -0.091, -0.053, -0.0488, -0.0295, -0.046, -0.04, 0.0089, 0.0025, 0.0092, -0.0017, -0.0455, -0.0321, -0.0035, 0.0057, -0.0058, 0.0202, 0.0156, -0.0152, 0.0265, 0.0227, 0.0009, -0.0051, 0.0498, 0.015, 0.0043, -0.0187, -0.0027, -0.0104, -0.0114, -0.0114, 0.0074, 0.007, 0.0183, 0.0665, 0.098, 0.1496, 0.144, 0.0, -0.0792, -0.0533, -0.0639, -0.1117, -0.0796, -0.0879, -0.0596, -0.1007, -0.0621, -0.018, -0.018, -0.0624, -0.0911, -0.0865, -0.0941, -0.0941, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062345480592634080", "ticker_idx": 1, "ts": "2026-06-04T01:27:33+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "So what we are seeing isn't actually just bearish Broadcom it's bearish Marvel as well. Marvel actually makes more of their revenue as a % from these ASIC design deals than Broadcom does but it's waaaaaay less revenue, additionally it's concentrated in just a handful of customers", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish both AVGO and MRVL on ASIC design commoditization from fabs/Taiwan players/in-house hyperscaler tooling; MRVL more exposed given higher % of revenue from concentrated ASIC deals.", "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": "self_thread", "lang": "en", "tweet_text": "I like Broadcom & they do have the best networking hardware, SERDES bar none. But the asic design house business is a race to the bottom. \n\nFabs like Intel are planning to take a piece of that business soon and there are tons of smaller asic design houses in Taiwan taking market share. Additionally, lot of the hyperscalers are moving to in house custom tooling which is bearish both asic design and EDA. \n\nSo what we are seeing isn’t actually just bearish Broadcom it’s bearish Marvel as well. Marvel actually makes more of their revenue as a % from these ASIC design deals than Broadcom does but it’s waaaaaay less revenue, additionally it’s concentrated in just a handful of customers. \n\nManagement and investors are anchoring wayyyy too hard on the asic design businesses which are smaller slices of the pie and not the hugely more valuable scale out networking.\n\n---\n\nBy the way the reason they are doing this is it’s easier to insider trade off. \n\nIf you’re an engineer at Google or Amazon you can get a really great dinner with some hedge fund PMs and tell them what new asic designer you’re evaluating. \n\nLot harder to evaluate the performance difference of a tomahawk switch vs a teralynx switch.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.046708589961131364, "ret_signed_m1d": 0.046708589961131364, "alpha_spy_m1d": 0.04294412891435173, "alpha_c_m1d": 0.06323368777805449, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": 0.01652509781692313, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1673671670856488, "ret_signed_p1d": 0.1673671670856488, "alpha_spy_p1d": 0.14155779583672312, "alpha_c_p1d": 0.07519623636496853, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.09217093072068028, "ret_p1w": -0.11288437268113949, "ret_signed_p1w": 0.11288437268113949, "alpha_spy_p1w": 0.08735239553446916, "alpha_c_p1w": 0.08407297522482693, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.02881139745631256, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7073, -0.7053, -0.7143, -0.7231, -0.7225, -0.7107, -0.7132, -0.7232, -0.7172, -0.7223, -0.7152, -0.7083, -0.689, -0.6915, -0.7003, -0.7226, -0.6871, -0.6629, -0.6617, -0.6617, -0.6541, -0.6545, -0.6385, -0.6212, -0.5939, -0.5851, -0.5771, -0.5746, -0.5785, -0.5585, -0.5328, -0.5218, -0.5028, -0.4768, -0.4807, -0.5, -0.5158, -0.5052, -0.4781, -0.4787, -0.4828, -0.4667, -0.456, -0.4943, -0.4623, -0.4601, -0.4801, -0.4376, -0.423, -0.441, -0.4661, -0.4429, -0.4097, -0.3974, -0.3795, -0.3795, -0.3418, -0.3721, -0.3527, -0.3521, -0.3065, -0.081, -0.0467, 0.0, -0.1674, -0.0872, -0.1566, -0.2018, -0.1129, -0.1161, -0.0239, -0.1193, -0.085, -0.0185, -0.0185, -0.0271, -0.1182, -0.1256, -0.1111, -0.1111, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066355586229555483", "ticker_idx": 0, "ts": "2026-06-15T03:02:17+00:00", "symbol": "GaN & SiC", "kind": "sector", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't think China can't flood the market with GaN & SiC like they are doing with InP. It's why I thought this trade was retarded from the start", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish GaN/SiC power semis on China flooding risk and 2-3yr earnings lag; prefers WFE names and full-system providers (transformers, inverters) as better risk/reward.", "resolved_tickers": ["WOLF", "ON", "STM", "AEHR"], "resolution_method": "basket", "resolution_reason": "GaN/SiC players: Wolfspeed, onsemi, STMicro, Aehr Test", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Everyone just read a random Taiwanese publication and just threw reason to the side. Market is more reactionary than anticipatory. \n\nMy channel checks are with every data center construction project manager in the country and they tell me no plans to do this anytime soon. In fact, even the suppliers need time to ramp production and Texas Instruments specifically has been vocal about this. So it’s going to take 2-3 years before we see it hit earnings but everyone is just prebidding what they think the attach rate of these components are.\n\nNot to mention, don’t think China can’t flood the market with GaN & SiC like they are doing with InP. It’s why I thought this trade was retarded from the start. Better risk reward imo is WFE (it’s very different names for SiC) & people who provide full systems like transformers, inverters, etc.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06960239921419778, "ret_signed_m1d": 0.06960239921419778, "alpha_spy_m1d": 0.052273997828781754, "alpha_c_m1d": 0.027661501922853465, "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": -0.07379186691069098, "ret_signed_p1d": 0.07379186691069098, "alpha_spy_p1d": 0.06783030406645688, "alpha_c_p1d": 0.025731324862644983, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.028517397362772645, "ret_signed_p1w": -0.028517397362772645, "alpha_spy_p1w": -0.0398077079140044, "alpha_c_p1w": 0.005186818958430484, "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": [-0.6112, -0.6116, -0.6273, -0.6164, -0.6056, -0.5905, -0.6147, -0.6323, -0.6499, -0.6045, -0.598, -0.5832, -0.5832, -0.5573, -0.5555, -0.503, -0.4671, -0.4685, -0.4537, -0.4498, -0.4477, -0.4001, -0.3841, -0.3607, -0.3592, -0.3299, -0.3021, -0.2788, -0.3032, -0.3475, -0.3299, -0.2795, -0.2309, -0.2551, -0.2318, -0.1784, -0.1963, -0.1606, -0.1149, -0.1276, -0.028, 0.0246, -0.0499, -0.1071, -0.1209, -0.0994, -0.0235, 0.0034, 0.0034, 0.0875, 0.0087, 0.0127, -0.0399, -0.0697, 0.062, 0.0796, 0.1029, -0.0504, -0.034, -0.0836, -0.1348, -0.0682, -0.0696, 0.0, -0.0738, -0.0525, 0.0308, 0.0308, 0.0285, -0.068, -0.1034, -0.0703, -0.0703, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066355586229555483", "ticker_idx": 1, "ts": "2026-06-15T03:02:17+00:00", "symbol": "WFE", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Better risk reward imo is WFE (it's very different names for SiC)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish GaN/SiC power semis on China flooding risk and 2-3yr earnings lag; prefers WFE names and full-system providers (transformers, inverters) as better risk/reward.", "resolved_tickers": ["AMAT", "LRCX", "KLAC", "ASML", "6857.T", "6920.T"], "resolution_method": "basket", "resolution_reason": "Wafer fab equipment basket incl SiC-relevant names", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "Everyone just read a random Taiwanese publication and just threw reason to the side. Market is more reactionary than anticipatory. \n\nMy channel checks are with every data center construction project manager in the country and they tell me no plans to do this anytime soon. In fact, even the suppliers need time to ramp production and Texas Instruments specifically has been vocal about this. So it’s going to take 2-3 years before we see it hit earnings but everyone is just prebidding what they think the attach rate of these components are.\n\nNot to mention, don’t think China can’t flood the market with GaN & SiC like they are doing with InP. It’s why I thought this trade was retarded from the start. Better risk reward imo is WFE (it’s very different names for SiC) & people who provide full systems like transformers, inverters, etc.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.045238683150553016, "ret_signed_m1d": -0.045238683150553016, "alpha_spy_m1d": -0.02791028176513699, "alpha_c_m1d": -0.0032977858592087017, "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": -0.034366953254052125, "ret_signed_p1d": -0.034366953254052125, "alpha_spy_p1d": -0.028405390409818022, "alpha_c_p1d": 0.01369358879399387, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": 0.0832312583380284, "ret_signed_p1w": 0.0832312583380284, "alpha_spy_p1w": 0.09452156888926015, "alpha_c_p1w": 0.04952704201682527, "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": [-0.3226, -0.3233, -0.3309, -0.3396, -0.3304, -0.3245, -0.3529, -0.3599, -0.3822, -0.3694, -0.3367, -0.3526, -0.3473, -0.3372, -0.3359, -0.2706, -0.2626, -0.2458, -0.2431, -0.2202, -0.2316, -0.2336, -0.2322, -0.2301, -0.2254, -0.2144, -0.2242, -0.1908, -0.1879, -0.2232, -0.2225, -0.2297, -0.236, -0.239, -0.2198, -0.1912, -0.1892, -0.1684, -0.1742, -0.1893, -0.1831, -0.1821, -0.2227, -0.2396, -0.2579, -0.2299, -0.2061, -0.196, -0.174, -0.1663, -0.1709, -0.1815, -0.1819, -0.1863, -0.1496, -0.1192, -0.1127, -0.174, -0.152, -0.1333, -0.1459, -0.0821, -0.0452, 0.0, -0.0344, 0.001, 0.0475, 0.051, 0.0832, -0.0011, -0.0088, 0.0796, 0.049, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2070230308675621147", "ticker_idx": 0, "ts": "2026-06-25T19:39:03+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia looking like a great short right about now. Rubin ramp looking shaky, networking revenue looking garbage, TPU ramping, more & more ASIC-X coming to market with better TCO.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short NVDA on shaky Rubin ramp, weak networking revenue, TPU growth, and rising ASIC competition with better TCO.", "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 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.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "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": 0.0, "ret_signed_p1d": -0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.1572, -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, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069486713521742245", "ticker_idx": 0, "ts": "2026-06-23T18:24:16+00:00", "symbol": "Sanrio", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Up another 8% premarket let's get it", "tweet_type": "prediction", "timeline": "intraday", "summary": "Bullish on Sanrio; cheering continued premarket gains with an implied durable long thesis on IP licensing for AI.", "resolved_tickers": ["8136.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Sanrio Co. Ltd, TSE: 8136.T", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "Up another 8% premarket let’s get it.", "reply_text": null, "parent_text": null, "quoted_text": "Sanrio is up over 8% since I tweeted it but even more importantly is my thesis was validated that IP licensing from AI companies will be a huge boom. \n\nSo far people have focused on compute but compute is worthless without data &amp; you need high quality expert data to get a high", "parent_author": null, "ret_m1d": 0.006545038182336427, "ret_signed_m1d": 0.006545038182336427, "alpha_spy_m1d": -0.008190910598653733, "alpha_c_m1d": -0.003827678792147182, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.010372716974483609, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07886266094420602, "ret_signed_p1d": 0.07886266094420602, "alpha_spy_p1d": 0.07932617800784914, "alpha_c_p1d": 0.06734721145410316, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": 0.011515449490102858, "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": 0.07886266094420602, "alpha_spy_stated": 0.07932617800784914, "alpha_c_stated": 0.06734721145410316, "price_path": [0.1305, 0.0519, 0.0506, 0.0612, 0.0622, 0.0648, 0.0185, 0.0608, 0.0837, 0.056, 0.0374, 0.0533, 0.074, 0.088, 0.1298, 0.1078, 0.1218, 0.1282, 0.0667, 0.0548, 0.0218, 0.0315, 0.0425, 0.0425, -0.0182, -0.0237, -0.0237, -0.0237, -0.0237, -0.0872, -0.0604, -0.0343, -0.0777, -0.0818, -0.0942, -0.0822, -0.0998, -0.009, -0.0645, -0.0673, -0.0721, -0.0773, -0.0825, -0.0676, -0.0988, -0.0813, 0.0005, -0.0386, -0.0247, -0.0121, -0.029, -0.0376, -0.0738, -0.0479, -0.0592, -0.0727, -0.0928, -0.0665, -0.066, -0.0429, -0.015, 0.0145, 0.0065, 0.0, 0.0789, 0.1717, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2056793079248761169", "ticker_idx": 0, "ts": "2026-05-19T17:44:18+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not now sell sell sell sell", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Urgent sell instruction on SNDK, MU, and ALAB — not the time to hold these positions.", "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": "@ScottLe34203798 Not now sell sell sell sell", "reply_text": null, "parent_text": "@bubbleboi Yo Bubbleboi thanks for your interviews … helped me learn a lot about memory and semi conductors . All in on sndk mu and Alab at the moment", "quoted_text": null, "parent_author": "ScottLe34203798", "ret_m1d": -0.036348146720518115, "ret_signed_m1d": 0.036348146720518115, "alpha_spy_m1d": 0.04305359840068401, "alpha_c_m1d": 0.042813174959216105, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.00646502823869799, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006701428673290044, "ret_signed_p1d": -0.006701428673290044, "alpha_spy_p1d": 0.003547565909273409, "alpha_c_p1d": 0.01581069330977236, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.022512121983062405, "ret_p1w": 0.1491082881688457, "ret_signed_p1w": -0.1491082881688457, "alpha_spy_p1w": -0.12612976059269432, "alpha_c_p1w": -0.0804174182476336, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.0686908699212121, "ret_p1m": 0.41604435332713496, "ret_signed_p1m": -0.41604435332713496, "alpha_spy_p1m": -0.40619058691690935, "alpha_c_p1m": -0.3435437613925252, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.07250059193460978, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.41604435332713496, "alpha_spy_stated": -0.40619058691690935, "alpha_c_stated": -0.3435437613925252, "price_path": [-0.551, -0.5301, -0.5182, -0.5384, -0.5428, -0.5287, -0.5407, -0.5525, -0.5913, -0.5669, -0.5911, -0.6188, -0.5744, -0.5526, -0.5262, -0.5526, -0.5217, -0.4913, -0.4794, -0.4551, -0.4418, -0.4869, -0.4922, -0.4922, -0.51, -0.564, -0.5548, -0.5861, -0.5407, -0.4992, -0.4928, -0.4928, -0.4762, -0.4862, -0.4355, -0.3844, -0.3842, -0.3114, -0.3172, -0.3554, -0.3353, -0.3342, -0.34, -0.3469, -0.2922, -0.3259, -0.2844, -0.2263, -0.2754, -0.2307, -0.2073, -0.1419, -0.0921, 0.0166, 0.0193, -0.0313, 0.1294, 0.1188, 0.0497, 0.0462, -0.0004, 0.0176, -0.0363, 0.0, 0.0067, 0.1149, 0.069, 0.069, 0.1491, 0.1494, 0.1868, 0.2253, 0.2734, 0.2408, 0.324, 0.2721, 0.1273, 0.187, 0.1903, 0.1879, 0.3602, 0.4314, 0.5238, 0.4397, 0.416, 0.5794, 0.5794, 0.6437, 0.4195, 0.384, 0.688, 0.688, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062634183831478440", "ticker_idx": 0, "ts": "2026-06-04T20:34:45+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "the networking business is dominant and having the best SERDES will make them a lot of money for the foreseeable future", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Broadcom: dominant networking + best SERDES = durable earnings for the foreseeable future.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Sparertime Agreed the networking business is dominant and having the best SERDES will make them a lot of money for the foreseeable future.", "reply_text": null, "parent_text": "@bubbleboi Look, Broadcom has the highest throughput internet networking switch by a factor of two and it has been out a year, they soon will come out with one twice as fast. The Tpu is on generation 8, you really think some small asic group is going to compete with this? That group doing", "quoted_text": null, "parent_author": "Sparertime", "ret_m1d": 0.08601870039275328, "ret_signed_m1d": 0.08601870039275328, "alpha_spy_m1d": 0.05952555779086466, "alpha_c_m1d": -0.015510247996011417, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.1015289483887647, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02818030769211255, "ret_signed_p1d": 0.02818030769211255, "alpha_spy_p1d": 0.025916135083341008, "alpha_c_p1d": -0.021794188228681177, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.04997449592079373, "ret_p1w": -0.009488473035813683, "ret_signed_p1w": -0.009488473035813683, "alpha_spy_p1w": -0.0151830040426163, "alpha_c_p1w": -0.09772948010249538, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.0882410070666817, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1137, -0.1163, -0.1308, -0.1666, -0.1594, -0.1688, -0.1827, -0.1726, -0.1967, -0.1639, -0.1748, -0.1735, -0.1978, -0.2205, -0.2393, -0.1976, -0.1873, -0.1845, -0.1845, -0.1848, -0.1342, -0.091, -0.0799, -0.0368, -0.0155, -0.0128, 0.0285, 0.033, 0.0539, 0.036, 0.0426, 0.0957, 0.0887, 0.096, 0.0842, 0.0366, 0.0511, 0.0822, 0.0922, 0.0798, 0.1079, 0.1029, 0.0696, 0.1148, 0.1107, 0.087, 0.0805, 0.1401, 0.1023, 0.0907, 0.0657, 0.083, 0.0748, 0.0737, 0.0737, 0.0941, 0.0937, 0.1059, 0.1582, 0.1925, 0.2485, 0.2424, 0.086, 0.0, 0.0282, 0.0167, -0.0353, -0.0004, -0.0095, 0.0213, -0.0234, 0.0186, 0.0664, 0.0664, 0.0182, -0.0129, -0.0079, -0.0161, -0.0161, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061951091747733765", "ticker_idx": 0, "ts": "2026-06-02T23:20:24+00:00", "symbol": "Kioxia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Kioxia is the next trillion dollar company", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Kioxia; expects it to become a trillion-dollar company.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia Holdings listed on TSE as 285A.T", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Kioxia is the next trillion dollar company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00691598360655743, "ret_signed_m1d": -0.00691598360655743, "alpha_spy_m1d": -0.01398275474857813, "alpha_c_m1d": 0.0020039132795302006, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": -0.00891989688608763, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014856557377049162, "ret_signed_p1d": -0.014856557377049162, "alpha_spy_p1d": -0.018635243139188296, "alpha_c_p1d": 0.0013999008770679833, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": -0.016256458254117145, "ret_p1w": -0.09707991803278693, "ret_signed_p1w": -0.09707991803278693, "alpha_spy_p1w": -0.058882536526125295, "alpha_c_p1w": 0.007936618580555277, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.1050165366133422, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7442, -0.7691, -0.7494, -0.7262, -0.7279, -0.7302, -0.7104, -0.7232, -0.7004, -0.7136, -0.7136, -0.7251, -0.7298, -0.7125, -0.7289, -0.7404, -0.7436, -0.7556, -0.7208, -0.7298, -0.7202, -0.708, -0.702, -0.6465, -0.6452, -0.614, -0.5995, -0.5517, -0.5849, -0.5662, -0.609, -0.6092, -0.5807, -0.5543, -0.5469, -0.5571, -0.5457, -0.5348, -0.5348, -0.519, -0.5337, -0.5337, -0.5337, -0.5337, -0.444, -0.4302, -0.4116, -0.4096, -0.3532, -0.3794, -0.4307, -0.3411, -0.3626, -0.3431, -0.2912, -0.2649, -0.1618, -0.2001, -0.2245, -0.2152, -0.1566, -0.0715, -0.0069, 0.0, -0.0149, 0.0008, -0.0794, -0.0209, -0.0971, -0.0338, 0.04, 0.1643, 0.2131, 0.2295, 0.241, 0.3909, 0.3922, 0.182, 0.1847, 0.33, 0.1806, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058319767799513296", "ticker_idx": 0, "ts": "2026-05-23T22:50:49+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wouldn't touch it at all probably a loser in long term", "tweet_type": "prediction", "timeline": "years", "summary": "Bearish NVDA long-term; won't touch it, sees it as a loser.", "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": "@undrvalue Wouldn’t touch it at all probably a loser in long term", "reply_text": null, "parent_text": "@bubbleboi bubble boi, are you ready to own NVDA", "quoted_text": null, "parent_author": "undrvalue", "ret_m1d": 0.0021874664274099676, "ret_signed_m1d": -0.0021874664274099676, "alpha_spy_m1d": -0.008782326866375478, "alpha_c_m1d": -0.04506787081191832, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010518481304186755, "ret_signed_p1d": 0.010518481304186755, "alpha_spy_p1d": 0.010345239139440743, "alpha_c_p1d": -0.000508878590362527, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.037047359721765316, "ret_signed_p1w": -0.037047359721765316, "alpha_spy_p1w": -0.025083459638715055, "alpha_c_p1w": 0.012891203723109257, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": -0.07273606716629677, "ret_signed_p1m": 0.07273606716629677, "alpha_spy_p1m": 0.05213753301513002, "alpha_c_p1m": 0.10060328717079325, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.027867220004496485, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1395, -0.1754, -0.1507, -0.1621, -0.1481, -0.1467, -0.1724, -0.15, -0.1401, -0.1342, -0.1476, -0.1611, -0.1473, -0.1533, -0.1604, -0.1689, -0.1962, -0.1825, -0.1846, -0.1684, -0.203, -0.2203, -0.2313, -0.1883, -0.182, -0.1744, -0.1744, -0.1732, -0.1711, -0.1526, -0.144, -0.1221, -0.1189, -0.0854, -0.0744, -0.0768, -0.0613, -0.0596, -0.0697, -0.0575, -0.0708, -0.0307, 0.0081, -0.0079, -0.0261, -0.0712, -0.0764, -0.0762, -0.0855, -0.0327, -0.0156, 0.0016, 0.0213, 0.0276, 0.0511, 0.0972, 0.0487, 0.0347, 0.0268, 0.0401, 0.0216, 0.0022, 0.0022, 0.0, -0.0105, -0.0028, -0.0173, 0.0442, 0.037, -0.0005, 0.0189, -0.0443, -0.0278, -0.0299, -0.0661, -0.0454, -0.0439, -0.0101, -0.0335, -0.0464, -0.0183, -0.0183, -0.0278, -0.0679, -0.0727, -0.0879, -0.0879, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056449392811573673", "ticker_idx": 0, "ts": "2026-05-18T18:58:36+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "There is no GPU shortage. B200 rental prices peaked March 3rd. It will also get worse as Rubin fails to ramp leading Nvidia to supply more Blackwell.", "tweet_type": "prediction", "timeline": "months", "summary": "Bearish NVDA: GPU rental prices already peaked, Rubin ramp failure will flood market with Blackwell supply, worsening oversupply.", "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": "There is no GPU shortage. B200 rental prices peaked March 3rd. \n\nIt will also get worse as Rubin fails to ramp leading Nvidia to supply more Blackwell. https://t.co/U7ZPhhcSMZ\n\n---\n\nPutting the moving averages on here was so funny lol.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013494053426636343, "ret_signed_m1d": -0.013494053426636343, "alpha_spy_m1d": -0.012790048835114698, "alpha_c_m1d": 0.005145272433011661, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007691677106092865, "ret_signed_p1d": 0.007691677106092865, "alpha_spy_p1d": 0.0010308890185994901, "alpha_c_p1d": 0.00366364268385444, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": -0.031441208388399255, "ret_signed_p1w": 0.031441208388399255, "alpha_spy_p1w": 0.04090442849777931, "alpha_c_p1w": 0.0866631866780938, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": -0.06597820394869702, "ret_signed_p1m": 0.06597820394869702, "alpha_spy_p1m": 0.08179088603884666, "alpha_c_p1m": 0.19385287490519876, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06597820394869702, "alpha_spy_stated": 0.08179088603884666, "alpha_c_stated": 0.19385287490519876, "price_path": [-0.1545, -0.1549, -0.1462, -0.1385, -0.1326, -0.1204, -0.1684, -0.203, -0.1792, -0.1902, -0.1767, -0.1754, -0.2002, -0.1785, -0.1689, -0.1632, -0.1762, -0.1892, -0.1759, -0.1817, -0.1886, -0.1968, -0.2232, -0.21, -0.2119, -0.1963, -0.2298, -0.2465, -0.2571, -0.2155, -0.2095, -0.2021, -0.2021, -0.201, -0.1989, -0.181, -0.1728, -0.1515, -0.1485, -0.1161, -0.1055, -0.1078, -0.0928, -0.0911, -0.1009, -0.0892, -0.102, -0.0632, -0.0257, -0.0412, -0.0588, -0.1023, -0.1074, -0.1072, -0.1161, -0.0652, -0.0487, -0.032, -0.013, -0.0069, 0.0158, 0.0604, 0.0135, 0.0, -0.0077, 0.0052, -0.0126, -0.0314, -0.0314, -0.0336, -0.0437, -0.0363, -0.0503, 0.0092, 0.0022, -0.0341, -0.0153, -0.0764, -0.0604, -0.0625, -0.0975, -0.0774, -0.076, -0.0433, -0.066, -0.0784, -0.0512, -0.0512, -0.0604, -0.0992, -0.1039, -0.1185, -0.1185, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052498190193336749", "ticker_idx": 0, "ts": "2026-05-07T21:17:56+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is soooooooooo bad. Not only a double miss but guiding lower.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AAOI on double earnings miss plus below-consensus Q2 guidance.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "This is soooooooooo bad. Not only a double miss but guiding lower.", "reply_text": null, "parent_text": null, "quoted_text": "$AAOI Q1 EARNINGS\n\n• Revenue $151M vs Est. $155M\n• EPS ($0.07) vs. Est. ($0.05)\n• First shipment of 800G products completed\n\nQ2 Guidance\n• Revenue $189M vs Est. $193M\n• EPS $0.01 vs. Est. $0.07 https://t.co/S7usiBFooF", "parent_author": null, "ret_m1d": 0.05780851664574649, "ret_signed_m1d": -0.05780851664574649, "alpha_spy_m1d": -0.0659970086723678, "alpha_c_m1d": -0.0659970086723678, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.008188492026621308, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2414394445120609, "ret_signed_p1d": -0.2414394445120609, "alpha_spy_p1d": -0.23916188146967343, "alpha_c_p1d": -0.23916188146967343, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.002277563042387465, "ret_p1w": 0.27809854632733844, "ret_signed_p1w": -0.27809854632733844, "alpha_spy_p1w": -0.2759971887159276, "alpha_c_p1w": -0.2759971887159276, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.0021013576114108368, "ret_p1m": 0.3202631674926124, "ret_signed_p1m": -0.3202631674926124, "alpha_spy_p1m": -0.31809411513935726, "alpha_c_p1m": -0.31809411513935726, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.002169052353255152, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3202631674926124, "alpha_spy_stated": -0.31809411513935726, "alpha_c_stated": -0.31809411513935726, "price_path": [-0.6744, -0.675, -0.7046, -0.7015, -0.7015, -0.7052, -0.7083, -0.6846, -0.653, -0.6377, -0.6222, -0.6098, -0.6395, -0.4345, -0.3117, -0.3599, -0.3305, -0.3209, -0.3583, -0.2573, -0.191, -0.1472, -0.287, -0.35, -0.3684, -0.4204, -0.3781, -0.3157, -0.4122, -0.3571, -0.2353, -0.2318, -0.3459, -0.3406, -0.428, -0.4321, -0.4202, -0.3023, -0.3023, -0.2786, -0.2102, -0.109, -0.105, 0.0111, 0.0285, -0.0171, -0.0429, 0.0563, 0.0704, 0.0976, 0.0109, 0.0032, -0.0753, 0.0888, -0.0212, -0.0784, 0.0261, 0.1035, 0.2321, 0.1614, 0.2124, 0.1987, 0.0578, 0.0, 0.2414, 0.2641, 0.4979, 0.3668, 0.2781, 0.1633, 0.1503, 0.1096, 0.1871, 0.2185, 0.2185, 0.1926, 0.2074, 0.1348, 0.0636, 0.2466, 0.3587, 0.2359, 0.3622, 0.1884, 0.3203, 0.0936, 0.1758, 0.1601, 0.135, 0.2861, 0.1468, 0.1235, 0.0867, 0.0867, 0.1497, -0.0101, -0.0132, -0.0698, -0.0698, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065490962164654300", "ticker_idx": 0, "ts": "2026-06-12T17:46:35+00:00", "symbol": "Kioxia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Kioxia has the keys to the castle", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Kioxia; terse quality verdict implying the company is well-positioned.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia Holdings listed on TSE as 285A.T", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@shreyas_hn @zephyr_z9 @jnconkle Kioxia has the keys to the castle", "reply_text": null, "parent_text": "@bubbleboi @zephyr_z9 @jnconkle What about kioxia? Do you still like it ?", "quoted_text": null, "parent_author": "shreyas_hn", "ret_m1d": -0.10680893191068086, "ret_signed_m1d": -0.10680893191068086, "alpha_spy_m1d": -0.10142977581879731, "alpha_c_m1d": -0.08985621013326184, "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": 0.041909580904190946, "ret_signed_p1d": 0.041909580904190946, "alpha_spy_p1d": 0.024275611010437625, "alpha_c_p1d": -0.001867360594269618, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.043776941498460564, "ret_p1w": 0.1956880431195689, "ret_signed_p1w": 0.1956880431195689, "alpha_spy_p1w": 0.18636716446357582, "alpha_c_p1w": 0.1312968219193138, "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": [-0.7427, -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": "quote:2069183848576143757", "ticker_idx": 0, "ts": "2026-06-22T22:20:47+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Massively bearish and shameless promotion.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish MU on the Anthropic deal, dismissing it as shameless promotion rather than a value-adding strategic move.", "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": "Micron should focus on making good memory and leave the speculation to me. \n\nMassively bearish and shameless promotion.", "reply_text": null, "parent_text": null, "quoted_text": "SITUATION DETECTED: Micron has announced a strategic agreement with Anthropic covering memory and storage AI architecture, a supply deal, enterprise deployment of Claude, and an investment in Anthropic’s Series H.", "parent_author": null, "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": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "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, 0.1538, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066588427378925664", "ticker_idx": 0, "ts": "2026-06-15T18:27:31+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fair value of Sandisk is 600B market cap. Meaning it's 5k by end of year. People can't get enough flash.", "tweet_type": "prediction", "timeline": "months", "summary": "Long Sandisk to $5,000/share (600B market cap) by year-end on insatiable flash 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": "original", "lang": "en", "tweet_text": "Fair value of Sandisk is 600B market cap. Meaning it’s 5k by end of year. People can’t get enough flash.", "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, 0.1078, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2061194313401511975", "ticker_idx": 0, "ts": "2026-05-31T21:13:14+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nvidia is going to crash 50%. The thing is I have actually no reason to not believe it. There's a lot of accounting, smoke and mirrors they've been doing as of late.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish NVDA: author believes Burry's accounting fraud allegations and calls for a 50% crash on off-balance-sheet manipulation.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "If this is even partially true, Nvidia is going to crash 50%. The thing is I have actually no reason to not believe it. There’s a lot of accounting, smoke and mirrors they’ve been doing as of late.", "reply_text": null, "parent_text": null, "quoted_text": "🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers.\n\nBurry published a detailed breakdown calling the entire structure \"Fugazi\", his word for fake.\n\nHe is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that https://t.co/Sy6wFhHLnl", "parent_author": null, "ret_m1d": -0.05892313642287428, "ret_signed_m1d": 0.05892313642287428, "alpha_spy_m1d": 0.05620741817089847, "alpha_c_m1d": 0.044313299601365874, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": -0.014609836821508404, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006863972045151545, "ret_signed_p1d": 0.006863972045151545, "alpha_spy_p1d": 0.00822191184242782, "alpha_c_p1d": 0.04700813635977408, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.04014416431462253, "ret_p1w": -0.06898214283282511, "ret_signed_p1w": 0.06898214283282511, "alpha_spy_p1w": 0.04351211963821633, "alpha_c_p1w": 0.0531054306154809, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.015876712217344213, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1842, -0.1829, -0.2075, -0.186, -0.1765, -0.1708, -0.1837, -0.1966, -0.1834, -0.1891, -0.1959, -0.2041, -0.2303, -0.2172, -0.2191, -0.2036, -0.2368, -0.2533, -0.2638, -0.2227, -0.2167, -0.2094, -0.2094, -0.2082, -0.2062, -0.1884, -0.1803, -0.1593, -0.1562, -0.1241, -0.1136, -0.1159, -0.1011, -0.0994, -0.1091, -0.0974, -0.1102, -0.0717, -0.0345, -0.0499, -0.0673, -0.1105, -0.1155, -0.1154, -0.1242, -0.0737, -0.0573, -0.0408, -0.0219, -0.016, 0.0066, 0.0507, 0.0043, -0.0091, -0.0167, -0.004, -0.0216, -0.0402, -0.0402, -0.0423, -0.0524, -0.0451, -0.0589, 0.0, -0.0069, -0.0428, -0.0243, -0.0848, -0.069, -0.071, -0.1057, -0.0858, -0.0844, -0.052, -0.0745, -0.0868, -0.0598, -0.0598, -0.0689, -0.1074, -0.112, -0.1265, -0.1265, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066649838868156754", "ticker_idx": 0, "ts": "2026-06-15T22:31:32+00:00", "symbol": "QCOM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I hope they do so I can short Qualcomm again", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish QCOM; author wants the Tenstorrent acquisition to happen so they can short it again.", "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": "quote", "lang": "en", "tweet_text": "I hope they do so I can short Qualcomm again.", "reply_text": null, "parent_text": null, "quoted_text": "The scoops don't stop! \n\nQualcomm has been in talks to acquire AI chip startup Tenstorrent. A price b/w $8-$10b has been floated in convos, which would represent a big premium to the $3.2b Tenstorrent was trying to raise at in November.\n\nw/ @validapau\n\nhttps://t.co/IWMXjtZrre", "parent_author": null, "ret_m1d": 0.031484981565712555, "ret_signed_m1d": -0.031484981565712555, "alpha_spy_m1d": -0.025487665343925547, "alpha_c_m1d": 0.01900199178808215, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.050486973353794706, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005138534432101105, "ret_signed_p1d": 0.005138534432101105, "alpha_spy_p1d": -0.007349336452950328, "alpha_c_p1d": 0.018076798560550777, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": 0.012938264128449672, "ret_p1w": -0.046433419448394075, "ret_signed_p1w": 0.046433419448394075, "alpha_spy_p1w": 0.026628607470268184, "alpha_c_p1w": 0.05625482820321348, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": 0.009821408754819405, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.389, -0.3954, -0.4026, -0.4011, -0.3933, -0.3924, -0.4084, -0.4086, -0.4006, -0.4076, -0.4099, -0.4099, -0.4148, -0.4226, -0.4065, -0.4054, -0.404, -0.3892, -0.3817, -0.3808, -0.3742, -0.3661, -0.36, -0.3691, -0.3667, -0.3766, -0.3072, -0.3007, -0.3019, -0.2739, -0.1642, -0.1762, -0.2163, -0.1318, -0.1037, -0.0573, 0.0197, 0.1055, -0.0212, -0.0079, -0.0688, -0.0622, -0.0522, -0.0896, -0.0575, -0.0068, 0.1084, 0.1084, 0.1581, 0.0863, 0.1323, 0.1683, 0.0658, 0.1209, 0.1636, 0.1331, 0.0087, 0.0173, -0.0404, -0.1068, -0.0519, -0.011, 0.0315, 0.0, -0.0051, 0.0562, 0.0562, 0.0366, -0.0464, -0.0778, -0.0428, -0.0428, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066647533938676155", "ticker_idx": 0, "ts": "2026-06-15T22:22:23+00:00", "symbol": "SanDisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's too cheap.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author rejects overbought thesis on SanDisk, calling it too cheap — implicit bullish stance.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk spun off from WDC and trades as SNDK", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "It’s too cheap.", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: SanDisk is officially the most overbought stock in history as its RSI breaks above 99.", "parent_author": null, "ret_m1d": 0.0584017753719972, "ret_signed_m1d": 0.0584017753719972, "alpha_spy_m1d": 0.05240445915021019, "alpha_c_m1d": 0.029706218676558427, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": 0.028695556695438773, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016444477516028733, "ret_signed_p1d": -0.016444477516028733, "alpha_spy_p1d": -0.0039566066309773, "alpha_c_p1d": -0.013011744915680357, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.003432732600348376, "ret_p1w": -0.014034331328320881, "ret_signed_p1w": -0.014034331328320881, "alpha_spy_p1w": 0.00577048064980501, "alpha_c_p1w": -0.003144113546908578, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": -0.010890217781412304, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6123, -0.6436, -0.6473, -0.6473, -0.6596, -0.6971, -0.6908, -0.7125, -0.681, -0.6522, -0.6477, -0.6477, -0.6361, -0.6431, -0.6079, -0.5724, -0.5723, -0.5217, -0.5258, -0.5522, -0.5383, -0.5376, -0.5416, -0.5463, -0.5084, -0.5318, -0.5029, -0.4626, -0.4967, -0.4656, -0.4494, -0.404, -0.3694, -0.2939, -0.292, -0.3272, -0.2155, -0.2229, -0.2709, -0.2733, -0.3057, -0.2932, -0.3307, -0.3054, -0.3008, -0.2256, -0.2575, -0.2575, -0.2019, -0.2017, -0.1757, -0.1489, -0.1155, -0.1382, -0.0804, -0.1164, -0.217, -0.1755, -0.1732, -0.1749, -0.0553, -0.0057, 0.0584, 0.0, -0.0164, 0.097, 0.097, 0.1417, -0.014, -0.0387, 0.1725, 0.1725, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069833796862849041", "ticker_idx": 0, "ts": "2026-06-24T17:23:27+00:00", "symbol": "EDA", "kind": "sector", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "EDA is a short. Google TPU team is automating more and more as well.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short EDA companies as Google and OpenAI automate chip design workflows.", "resolved_tickers": ["CDNS", "SNPS"], "resolution_method": "basket", "resolution_reason": "EDA duopoly: Cadence and Synopsys", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "EDA is a short. Google TPU team is automating more and more as well.", "reply_text": null, "parent_text": null, "quoted_text": "I wonder how EDA companies will interpret this.\n\nDo you think OpenAI will try to sell these solutions externally? https://t.co/VBxAHwnLvx", "parent_author": null, "ret_m1d": 0.006323081187660506, "ret_signed_m1d": -0.006323081187660506, "alpha_spy_m1d": -0.005859349176317086, "alpha_c_m1d": -0.005859349176317086, "bench_spy_m1d": 0.0004637320113434207, "bench_c_m1d": 0.0004637320113434207, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01520154151235198, "ret_signed_p1d": 0.01520154151235198, "alpha_spy_p1d": 0.016647176737805247, "alpha_c_p1d": 0.016647176737805247, "bench_spy_p1d": 0.0014456352254532678, "bench_c_p1d": 0.0014456352254532678, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2251, -0.2234, -0.1996, -0.1962, -0.199, -0.199, -0.1969, -0.1959, -0.1693, -0.1863, -0.2206, -0.1628, -0.1561, -0.1192, -0.1124, -0.0979, -0.0756, -0.0586, -0.0404, -0.0856, -0.0133, -0.0108, -0.0417, -0.0384, -0.0374, -0.0152, 0.0054, 0.0164, 0.0201, 0.0237, 0.0436, 0.0453, 0.0338, 0.0249, 0.0234, 0.0077, 0.0017, -0.0138, 0.0088, 0.0244, 0.0671, 0.0671, 0.0887, 0.069, 0.02, 0.016, 0.0866, 0.1069, 0.0845, 0.0857, 0.0061, 0.0396, 0.0263, 0.0134, 0.007, 0.006, 0.0194, 0.004, 0.0207, 0.0111, 0.0111, 0.023, 0.0063, 0.0, -0.0152, -0.0152, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054626728216068105", "ticker_idx": 0, "ts": "2026-05-13T18:15:59+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I agree with all of this!", "tweet_type": "prediction", "timeline": "years", "summary": "Endorses thesis: INTC becomes TSMC rival, $1T market cap, high PE acceptable for foundry on PB basis.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Thank you Chinese kitten. I agree with all of this!", "reply_text": null, "parent_text": null, "quoted_text": "Herman Jin 关于半导体的看法：\n\n1. INTC最终会成为TSMC的竞争对手，市值破1万亿没问题。\n\n2. foundry公司要看PB，而不是PE。所以INTC 100多倍的PE没有问题\n\n3. INTC的风险是未来达成目标之前出现的一些小插曲，小意外，比如良率是否能迅速提高，磨合，产品deliver的问题。\n\n4.", "parent_author": null, "ret_m1d": 0.002660235201502159, "ret_signed_m1d": 0.002660235201502159, "alpha_spy_m1d": 0.00822394496235379, "alpha_c_m1d": 0.02224242704439683, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.01958219184289467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036245744261098944, "ret_signed_p1d": -0.036245744261098944, "alpha_spy_p1d": -0.044140059165653445, "alpha_c_p1d": -0.04651721241105011, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.011056628322653972, "ret_signed_p1w": -0.011056628322653972, "alpha_spy_p1w": -0.009628687522596602, "alpha_c_p1w": 0.002568862591535215, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": -0.027683114188295277, "ret_signed_p1m": -0.027683114188295277, "alpha_spy_p1m": -0.02155365233699258, "alpha_c_p1m": -0.09229896300671603, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.611, -0.611, -0.6161, -0.6221, -0.6291, -0.6333, -0.6373, -0.6166, -0.6103, -0.6221, -0.6208, -0.6217, -0.6417, -0.6211, -0.618, -0.639, -0.6211, -0.6111, -0.6011, -0.6238, -0.6195, -0.6196, -0.6337, -0.6257, -0.6161, -0.6353, -0.6341, -0.6337, -0.6078, -0.6334, -0.6414, -0.6576, -0.6331, -0.6007, -0.5812, -0.5812, -0.5779, -0.5601, -0.5099, -0.4869, -0.4814, -0.4581, -0.4695, -0.4601, -0.4305, -0.4305, -0.4538, -0.4492, -0.4574, -0.4448, -0.3138, -0.2935, -0.2974, -0.2123, -0.2146, -0.1718, -0.2038, -0.1009, -0.0605, -0.0887, 0.0385, 0.0761, 0.0027, 0.0, -0.0362, -0.0958, -0.1008, -0.0789, -0.0111, -0.0149, -0.0037, -0.0037, 0.0269, 0.0123, 0.005, -0.0466, -0.0911, -0.1028, -0.063, -0.0707, -0.1756, -0.0833, -0.1028, -0.1102, -0.0277, 0.0356, 0.0629, -0.0269, 0.0067, 0.1139, 0.1139, 0.1717, 0.0997, 0.0944, 0.1046, 0.1046, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058962186949824606", "ticker_idx": 0, "ts": "2026-05-25T17:23:33+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They are growing at 100% a year and probably are going to grow even faster soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ALAB despite high PE; 100% annual growth likely to accelerate.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ScottLe34203798 @coupesoleil They are growing at 100% a year and probably are going to grow even faster soon.", "reply_text": null, "parent_text": "@bubbleboi @coupesoleil Even if ALAB is super elevated at these prices with a super high PE ratio ?", "quoted_text": null, "parent_author": "ScottLe34203798", "ret_m1d": -0.037148582745178294, "ret_signed_m1d": -0.037148582745178294, "alpha_spy_m1d": -0.030553722306212783, "alpha_c_m1d": 0.005731821639330059, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020739160787669908, "ret_signed_p1d": 0.020739160787669908, "alpha_spy_p1d": 0.02091240295241592, "alpha_c_p1d": 0.03176652068221919, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1162148858027674, "ret_signed_p1w": 0.1162148858027674, "alpha_spy_p1w": 0.10425098571971714, "alpha_c_p1w": 0.06627632235789283, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.2547691136296242, "ret_signed_p1m": 0.2547691136296242, "alpha_spy_p1m": 0.2753676477807909, "alpha_c_p1m": 0.2269018936251277, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.027867220004496485, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2547691136296242, "alpha_spy_stated": 0.2753676477807909, "alpha_c_stated": 0.2269018936251277, "price_path": [-0.6088, -0.6272, -0.6218, -0.6555, -0.643, -0.6235, -0.626, -0.6162, -0.6345, -0.6087, -0.6238, -0.6225, -0.6, -0.5997, -0.6036, -0.6042, -0.6359, -0.6114, -0.618, -0.6225, -0.6436, -0.6471, -0.6854, -0.6561, -0.6664, -0.6325, -0.6325, -0.6298, -0.6267, -0.6064, -0.5938, -0.5323, -0.4767, -0.4647, -0.4601, -0.4641, -0.4539, -0.4484, -0.3977, -0.3911, -0.3802, -0.3322, -0.383, -0.4249, -0.3824, -0.389, -0.3641, -0.3686, -0.3233, -0.3288, -0.3861, -0.3731, -0.3494, -0.3586, -0.2969, -0.2826, -0.27, -0.3236, -0.2336, -0.098, -0.0655, -0.0371, -0.0371, 0.0, 0.0207, 0.0955, 0.0757, 0.0043, 0.1162, 0.1406, 0.1234, -0.0052, 0.0866, 0.0721, 0.0381, 0.153, 0.152, 0.2211, 0.1349, 0.1756, 0.3086, 0.3086, 0.3795, 0.2457, 0.2548, 0.2487, 0.2487, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054749119152050232", "ticker_idx": 0, "ts": "2026-05-14T02:22:20+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm not selling Intel until it's a 2 trillion dollar company", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding INTC long-term targeting ~$2T market cap; decisive bullish commitment.", "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": "@Jake36334569 I’m not selling Intel until it’s a 2 trillion dollar company", "reply_text": null, "parent_text": "@bubbleboi Are you still gonna hold INTC then?", "quoted_text": null, "parent_author": "Jake36334569", "ret_m1d": 0.03760890708940079, "ret_signed_m1d": 0.03760890708940079, "alpha_spy_m1d": 0.045441389908100094, "alpha_c_m1d": 0.04777594483496905, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.010167037745568264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0617614391724427, "ret_signed_p1d": -0.0617614391724427, "alpha_spy_p1d": -0.04973209541564649, "alpha_c_p1d": -0.02372153361788909, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.03803990555455361, "ret_p1w": 0.02216854729629003, "ret_signed_p1w": 0.02216854729629003, "alpha_spy_p1w": 0.029453040944891096, "alpha_c_p1w": 0.040254831293489945, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.018086283997199915, "ret_p1m": 0.07452772679120478, "ret_signed_p1m": 0.07452772679120478, "alpha_spy_p1m": 0.08310866466894418, "alpha_c_p1m": 0.002563150271259751, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.07196457651994503, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5964, -0.6017, -0.6079, -0.6151, -0.6195, -0.6237, -0.6022, -0.5956, -0.6079, -0.6066, -0.6075, -0.6282, -0.6068, -0.6036, -0.6255, -0.6068, -0.5965, -0.5861, -0.6097, -0.6052, -0.6053, -0.6199, -0.6116, -0.6017, -0.6216, -0.6204, -0.6199, -0.593, -0.6196, -0.628, -0.6447, -0.6193, -0.5857, -0.5654, -0.5654, -0.562, -0.5436, -0.4915, -0.4676, -0.4619, -0.4378, -0.4496, -0.4398, -0.4091, -0.4091, -0.4333, -0.4284, -0.437, -0.424, -0.288, -0.2669, -0.2709, -0.1827, -0.185, -0.1407, -0.1738, -0.0671, -0.0252, -0.0544, 0.0775, 0.1165, 0.0404, 0.0376, 0.0, -0.0618, -0.0669, -0.0443, 0.0261, 0.0222, 0.0337, 0.0337, 0.0655, 0.0504, 0.0428, -0.0108, -0.0569, -0.069, -0.0278, -0.0358, -0.1446, -0.0488, -0.0691, -0.0767, 0.0089, 0.0745, 0.1029, 0.0097, 0.0446, 0.1558, 0.1558, 0.2157, 0.141, 0.1356, 0.1461, 0.1461, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2058316466152522073", "ticker_idx": 0, "ts": "2026-05-23T22:37:41+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sandisk is literally a value stock", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sandisk called a value stock; implied 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": "Sandisk is literally a value stock.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06974307446538419, "ret_signed_m1d": -0.06974307446538419, "alpha_spy_m1d": -0.06314821402641868, "alpha_c_m1d": -0.04408675377251514, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.02565632069286905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0002452848706540056, "ret_signed_p1d": 0.0002452848706540056, "alpha_spy_p1d": 0.0004185270354000181, "alpha_c_p1d": 0.004080291143920944, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0038350062732669388, "ret_p1w": 0.07977725307669714, "ret_signed_p1w": 0.07977725307669714, "alpha_spy_p1w": 0.06781335299364688, "alpha_c_p1w": 0.009181979666643247, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.0705952734100539, "ret_p1m": 0.20440370049933976, "ret_signed_p1m": 0.20440370049933976, "alpha_spy_p1m": 0.2250022346505065, "alpha_c_p1m": 0.21451354146243162, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.010109840963091865, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20440370049933976, "alpha_spy_stated": 0.2250022346505065, "alpha_c_stated": 0.21451354146243162, "price_path": [-0.5899, -0.6003, -0.6105, -0.6443, -0.6231, -0.6442, -0.6683, -0.6296, -0.6107, -0.5877, -0.6107, -0.5838, -0.5573, -0.5469, -0.5258, -0.5143, -0.5535, -0.5581, -0.5581, -0.5736, -0.6205, -0.6126, -0.6398, -0.6003, -0.5642, -0.5586, -0.5586, -0.5441, -0.5528, -0.5087, -0.4643, -0.4641, -0.4008, -0.4058, -0.439, -0.4216, -0.4206, -0.4256, -0.4316, -0.3841, -0.4134, -0.3772, -0.3267, -0.3694, -0.3305, -0.3102, -0.2532, -0.2099, -0.1153, -0.113, -0.157, -0.0171, -0.0264, -0.0865, -0.0895, -0.1301, -0.1145, -0.1614, -0.1298, -0.1239, -0.0298, -0.0697, -0.0697, 0.0, 0.0002, 0.0328, 0.0663, 0.1081, 0.0798, 0.1522, 0.107, -0.019, 0.033, 0.0359, 0.0338, 0.1837, 0.2457, 0.3261, 0.2529, 0.2323, 0.3744, 0.3744, 0.4304, 0.2353, 0.2044, 0.469, 0.469, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2069300484553540031", "ticker_idx": 0, "ts": "2026-06-23T06:04:15+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "micron will fucking kill the stock market on Wednesday. That anthropic deal is a last pump to stay alive.", "tweet_type": "prediction", "timeline": "days", "summary": "Bearish Micron into Wednesday print; Anthropic deal dismissed as a last-ditch pump; expects Micron to drag the broader market down.", "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": "Bro micron will fucking kill the stock market on Wednesday. That anthropic deal is a last pump to stay alive. \n\nWe are screeeeeeeeweed.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "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": 5, "stated_label": "p1w", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "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, 0.1538, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067121855543316922", "ticker_idx": 0, "ts": "2026-06-17T05:47:10+00:00", "symbol": "Sanrio", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's going up. Kitty gang.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long Sanrio; author is buying a stake, calling it asymmetric AI trade with stock going up.", "resolved_tickers": ["8136.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Sanrio Co. Ltd, TSE: 8136.T", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "It’s going up. Kitty gang.", "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": -0.01322017241503659, "alpha_c_m1d": -0.026290917103518274, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": 0.02571653456474743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.01430145672518579, "alpha_c_p1d": 0.010238251810895882, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.014460197356249482, "ret_p1w": 0.07064905226881102, "ret_signed_p1w": 0.07064905226881102, "alpha_spy_p1w": 0.07851860450953985, "alpha_c_p1w": 0.07230029592084619, "bench_spy_p1w": -0.007869552240728828, "bench_c_p1w": -0.0016512436520351725, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": "reply:2067718735822266671", "ticker_idx": 0, "ts": "2026-06-18T21:18:57+00:00", "symbol": "SNPS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They are big shorts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Disagrees with parent; calls Synopsys and Cadence big shorts.", "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": "reply_other", "lang": "en", "tweet_text": "@JackFarley96 They are big shorts", "reply_text": null, "parent_text": "Market refuses to bid up Synopsys &amp; Cadence, semiconductor companies in electronic design automation (EDA) because they are software and \"software is screwed\".\n\nIn my opinion, probably a mistake $SNPS $CDNS https://t.co/bpkb8SoyDC", "quoted_text": null, "parent_author": "JackFarley96", "ret_m1d": -0.019522960671552236, "ret_signed_m1d": 0.019522960671552236, "alpha_spy_m1d": 0.022679875111151993, "alpha_c_m1d": 0.022679875111151993, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.003156914439599756, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006629615268169853, "ret_signed_p1d": 0.006629615268169853, "alpha_spy_p1d": -0.007892338742321758, "alpha_c_p1d": -0.007892338742321758, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.014521954010491611, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1172, -0.1348, -0.181, -0.1753, -0.1466, -0.146, -0.1477, -0.1477, -0.1453, -0.1435, -0.1171, -0.1284, -0.1557, -0.1008, -0.0985, -0.0562, -0.0504, -0.0323, -0.0078, 0.0065, 0.0273, -0.0166, 0.078, 0.0731, 0.0416, 0.0358, 0.0388, 0.0526, 0.0709, 0.0816, 0.0858, 0.0874, 0.1117, 0.1111, 0.1047, 0.0962, 0.0978, 0.0814, 0.0729, 0.063, 0.0739, 0.0848, 0.1295, 0.1295, 0.1506, 0.132, 0.0346, 0.0238, 0.0596, 0.0942, 0.072, 0.0644, 0.0006, 0.0192, 0.0015, -0.0087, -0.0178, -0.023, -0.022, -0.0349, -0.0061, -0.0195, -0.0195, 0.0, -0.0066, -0.0014, -0.0206, -0.0206, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2067718735822266671", "ticker_idx": 1, "ts": "2026-06-18T21:18:57+00:00", "symbol": "CDNS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They are big shorts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Disagrees with parent; calls Synopsys and Cadence big shorts.", "resolved_tickers": ["CDNS"], "resolution_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": "@JackFarley96 They are big shorts", "reply_text": null, "parent_text": "Market refuses to bid up Synopsys &amp; Cadence, semiconductor companies in electronic design automation (EDA) because they are software and \"software is screwed\".\n\nIn my opinion, probably a mistake $SNPS $CDNS https://t.co/bpkb8SoyDC", "quoted_text": null, "parent_author": "JackFarley96", "ret_m1d": -0.004241193348354155, "ret_signed_m1d": 0.004241193348354155, "alpha_spy_m1d": 0.0073981077879539114, "alpha_c_m1d": 0.0073981077879539114, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.003156914439599756, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025652916839209228, "ret_signed_p1d": 0.025652916839209228, "alpha_spy_p1d": 0.011130962828717617, "alpha_c_p1d": 0.011130962828717617, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.014521954010491611, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2767, -0.2787, -0.3014, -0.3037, -0.2858, -0.2798, -0.2836, -0.2836, -0.2818, -0.2816, -0.2559, -0.2777, -0.3171, -0.2592, -0.2485, -0.2183, -0.211, -0.2005, -0.1813, -0.1625, -0.1476, -0.192, -0.1443, -0.1349, -0.1638, -0.1519, -0.1528, -0.1236, -0.1016, -0.091, -0.0878, -0.0826, -0.0677, -0.0638, -0.0797, -0.0887, -0.093, -0.1074, -0.1107, -0.1309, -0.0981, -0.0786, -0.0397, -0.0397, -0.0187, -0.0385, -0.039, -0.0363, 0.0646, 0.0703, 0.0487, 0.0582, -0.033, 0.0134, 0.0048, -0.0101, -0.0136, -0.0105, 0.014, -0.0031, 0.0014, -0.0042, -0.0042, 0.0, -0.0257, -0.0428, -0.0535, -0.0535, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062769350646653136", "ticker_idx": 0, "ts": "2026-06-05T05:31:52+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "They really are going to leap frog TSMC.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Intel 18A execution seen as a genuine leap over TSMC; author convinced Intel has pulled off a process technology breakthrough.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m shaking. \n\nI can’t believe it. The pod bros won’t understand, nobody will. But look .. Look closer…\n\nLook at the gate pitch. The uniformity of the inner spacer between each sheet. They made the NMOS sheets ~50% wider than PMOS, trading sheet width to equalize n/p drive strength without burning area on extra fins. The dielectric sub-fin underneath kills any sub-channel leakage path to the substrate. And the power via. Landing clean on the backside metal, nanometers of alignment, no contention with M0 up top.\n\nIt’s… it’s… perfect. I can’t believe it, it’s been almost two years but they finally pulled it off. They really are going to leap frog TSMC.\n\nGod\nIt’s.\nSo.\nPeak. 😩😩😩", "reply_text": null, "parent_text": null, "quoted_text": "Intel 18A is a game changer. This is an absolutely amazing TEM image of the nanosheet &amp; power via patterning at play here in this device. Flawless. https://t.co/IF3ajHHdfJ", "parent_author": null, "ret_m1d": 0.12715539823716893, "ret_signed_m1d": 0.12715539823716893, "alpha_spy_m1d": 0.1006622556352803, "alpha_c_m1d": 0.02562644984840423, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.1015289483887647, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11192899746969043, "ret_signed_p1d": 0.11192899746969043, "alpha_spy_p1d": 0.10966482486091889, "alpha_c_p1d": 0.0619545015488967, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.04997449592079373, "ret_p1w": 0.2561258646249811, "ret_signed_p1w": 0.2561258646249811, "alpha_spy_p1w": 0.2504313336181785, "alpha_c_p1w": 0.1678848575582994, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.0882410070666817, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5283, -0.5162, -0.5437, -0.5385, -0.5386, -0.5557, -0.5459, -0.5343, -0.5576, -0.5562, -0.5557, -0.5243, -0.5553, -0.5651, -0.5847, -0.555, -0.5157, -0.492, -0.492, -0.4879, -0.4665, -0.4056, -0.3776, -0.371, -0.3427, -0.3566, -0.3452, -0.3093, -0.3093, -0.3375, -0.3319, -0.3418, -0.3266, -0.1677, -0.143, -0.1477, -0.0446, -0.0473, 0.0045, -0.0342, 0.0906, 0.1396, 0.1054, 0.2597, 0.3052, 0.2162, 0.213, 0.169, 0.0968, 0.0908, 0.1173, 0.1996, 0.1949, 0.2084, 0.2084, 0.2455, 0.2279, 0.219, 0.1564, 0.1025, 0.0883, 0.1365, 0.1272, 0.0, 0.1119, 0.0882, 0.0794, 0.1794, 0.2561, 0.2893, 0.1803, 0.2211, 0.3511, 0.3511, 0.4212, 0.3339, 0.3275, 0.3398, 0.3398, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2058659803791319176", "ticker_idx": 0, "ts": "2026-05-24T21:21:59+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CXL is going to be the biggest change in AI serving since NVlink", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ALAB as CXL technology positioned as transformational for AI serving infrastructure.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "CXL is going to be the biggest change in AI serving since NVlink", "reply_text": null, "parent_text": null, "quoted_text": "Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble.\n\nHe expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN. https://t.co/l2VIOqQomR", "parent_author": null, "ret_m1d": -0.037148582745178294, "ret_signed_m1d": -0.037148582745178294, "alpha_spy_m1d": -0.030553722306212783, "alpha_c_m1d": 0.005731821639330059, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020739160787669908, "ret_signed_p1d": 0.020739160787669908, "alpha_spy_p1d": 0.02091240295241592, "alpha_c_p1d": 0.03176652068221919, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1162148858027674, "ret_signed_p1w": 0.1162148858027674, "alpha_spy_p1w": 0.10425098571971714, "alpha_c_p1w": 0.06627632235789283, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.2547691136296242, "ret_signed_p1m": 0.2547691136296242, "alpha_spy_p1m": 0.2753676477807909, "alpha_c_p1m": 0.2269018936251277, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.027867220004496485, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2547691136296242, "alpha_spy_stated": 0.2753676477807909, "alpha_c_stated": 0.2269018936251277, "price_path": [-0.6088, -0.6272, -0.6218, -0.6555, -0.643, -0.6235, -0.626, -0.6162, -0.6345, -0.6087, -0.6238, -0.6225, -0.6, -0.5997, -0.6036, -0.6042, -0.6359, -0.6114, -0.618, -0.6225, -0.6436, -0.6471, -0.6854, -0.6561, -0.6664, -0.6325, -0.6325, -0.6298, -0.6267, -0.6064, -0.5938, -0.5323, -0.4767, -0.4647, -0.4601, -0.4641, -0.4539, -0.4484, -0.3977, -0.3911, -0.3802, -0.3322, -0.383, -0.4249, -0.3824, -0.389, -0.3641, -0.3686, -0.3233, -0.3288, -0.3861, -0.3731, -0.3494, -0.3586, -0.2969, -0.2826, -0.27, -0.3236, -0.2336, -0.098, -0.0655, -0.0371, -0.0371, 0.0, 0.0207, 0.0955, 0.0757, 0.0043, 0.1162, 0.1406, 0.1234, -0.0052, 0.0866, 0.0721, 0.0381, 0.153, 0.152, 0.2211, 0.1349, 0.1756, 0.3086, 0.3086, 0.3795, 0.2457, 0.2548, 0.2487, 0.2487, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2066353892586320237", "ticker_idx": 0, "ts": "2026-06-15T02:55:33+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "How is micron a long while the following is true", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish MU: inferior HBM, 16-high stack ceiling limits TAM, and NVDA/SK multi-year co-development partnership squeezes them out.", "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": "How is micron a long while the following is true:\n\n1) They make the worse HBM \n2) HBM can’t get past 16-high stacks, limiting their market size\n3) Nvidia & SK announced a multi-year partnership to “co-develop” memory together. \n\nThe answer is Micron is actually making more money off of DDR.", "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, 0.1154, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2062781938881143170", "ticker_idx": 0, "ts": "2026-06-05T06:21:53+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 buy Sandisk over and over", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive buy recommendation on Sandisk, repeated accumulation implied.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk (spun from WDC), Nasdaq: SNDK", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sorianmaran Just buy Sandisk over and over", "reply_text": null, "parent_text": "Bought $MU on this nonsense bearishness from NVDA rearchitecture.\n\nIt's obvious the rearchitecture is because all memory is sold out and nothing else.\n\nYes memory prices will collapse at some point. \n\nNo its not anytime soon.\n\nWake me up when my mom is managing multiple agents", "quoted_text": null, "parent_author": "sorianmaran", "ret_m1d": 0.12849198004469886, "ret_signed_m1d": 0.12849198004469886, "alpha_spy_m1d": 0.10199883744281024, "alpha_c_m1d": 0.057110930554050254, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.07138104949064861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053023148910332996, "ret_signed_p1d": 0.053023148910332996, "alpha_spy_p1d": 0.050758976301561454, "alpha_c_p1d": 0.03150344575322528, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.021519703157107717, "ret_p1w": 0.2698484235376233, "ret_signed_p1w": 0.2698484235376233, "alpha_spy_p1w": 0.26415389253082067, "alpha_c_p1w": 0.24489000099676006, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.024958422540863223, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6031, -0.5797, -0.6031, -0.5757, -0.5488, -0.5382, -0.5167, -0.5049, -0.5449, -0.5495, -0.5495, -0.5653, -0.6132, -0.6051, -0.6329, -0.5926, -0.5557, -0.5501, -0.5501, -0.5353, -0.5442, -0.4992, -0.4539, -0.4538, -0.3892, -0.3943, -0.4281, -0.4103, -0.4094, -0.4145, -0.4206, -0.3721, -0.402, -0.3652, -0.3137, -0.3572, -0.3175, -0.2968, -0.2388, -0.1946, -0.0981, -0.0958, -0.1407, 0.0019, -0.0075, -0.0688, -0.0719, -0.1133, -0.0973, -0.1451, -0.1129, -0.1069, -0.011, -0.0517, -0.0517, 0.0194, 0.0196, 0.0528, 0.087, 0.1296, 0.1007, 0.1746, 0.1285, 0.0, 0.053, 0.0559, 0.0538, 0.2066, 0.2698, 0.3518, 0.2772, 0.2562, 0.4011, 0.4011, 0.4582, 0.2593, 0.2278, 0.4974, 0.4974, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065506469466792084", "ticker_idx": 0, "ts": "2026-06-12T18:48:12+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Also if it does happen it will be Broadcom who wins it not Nvidia", "tweet_type": "prediction", "timeline": "years", "summary": "Broadcom wins CPO over Nvidia; CPO 5+ years out, photonics unreliable — long AVGO, skeptical of NVDA's Spectrum-6 approach.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m sorry but this was obvious to anyone with a brain. Photonics reliability is garbage and CPO isn’t happening for at least 5 more years.\n\nAlso if it does happen it will be Broadcom who wins it not Nvidia.", "reply_text": null, "parent_text": null, "quoted_text": "LONG $AVGO $MRVL\n\nKey Points\n\n&gt;CPO co-packaged optics technology is actively advancing\n\n&gt;NVIDIA Spectrum-6 Ethernet version experiences optical loss over 3.5dB higher than previous generation\n\n&gt;Active alignment requires sub-micron precision with over one hundred operations per", "parent_author": null, "ret_m1d": 0.009160562811487916, "ret_signed_m1d": 0.009160562811487916, "alpha_spy_m1d": 0.014539718903371468, "alpha_c_m1d": 0.026113284588906938, "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": 0.03106756085075002, "ret_signed_p1d": 0.03106756085075002, "alpha_spy_p1d": 0.0134335909569967, "alpha_c_p1d": -0.012709380647710544, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.043776941498460564, "ret_p1w": 0.07663517278196186, "ret_signed_p1w": 0.07663517278196186, "alpha_spy_p1w": 0.06731429412596879, "alpha_c_p1w": 0.012243951581706769, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1608, -0.1748, -0.1646, -0.189, -0.1559, -0.1669, -0.1656, -0.1901, -0.213, -0.2321, -0.1899, -0.1795, -0.1767, -0.1767, -0.177, -0.1259, -0.0823, -0.0711, -0.0275, -0.0061, -0.0034, 0.0383, 0.0429, 0.064, 0.046, 0.0526, 0.1062, 0.0991, 0.1065, 0.0946, 0.0465, 0.0612, 0.0925, 0.1026, 0.0901, 0.1185, 0.1135, 0.0798, 0.1254, 0.1213, 0.0974, 0.0909, 0.1511, 0.1129, 0.1011, 0.0759, 0.0934, 0.0851, 0.0839, 0.0839, 0.1045, 0.1041, 0.1165, 0.1693, 0.2039, 0.2604, 0.2543, 0.0964, 0.0096, 0.038, 0.0264, -0.0261, 0.0092, 0.0, 0.0311, -0.014, 0.0283, 0.0766, 0.0766, 0.028, -0.0035, 0.0016, -0.0067, -0.0067, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065506469466792084", "ticker_idx": 1, "ts": "2026-06-12T18:48:12+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NVIDIA Spectrum-6 Ethernet version experiences optical loss over 3.5dB higher than previous generation", "tweet_type": "prediction", "timeline": "years", "summary": "Broadcom wins CPO over Nvidia; CPO 5+ years out, photonics unreliable — long AVGO, skeptical of NVDA's Spectrum-6 approach.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m sorry but this was obvious to anyone with a brain. Photonics reliability is garbage and CPO isn’t happening for at least 5 more years.\n\nAlso if it does happen it will be Broadcom who wins it not Nvidia.", "reply_text": null, "parent_text": null, "quoted_text": "LONG $AVGO $MRVL\n\nKey Points\n\n&gt;CPO co-packaged optics technology is actively advancing\n\n&gt;NVIDIA Spectrum-6 Ethernet version experiences optical loss over 3.5dB higher than previous generation\n\n&gt;Active alignment requires sub-micron precision with over one hundred operations per", "parent_author": null, "ret_m1d": -0.0015595658677870494, "ret_signed_m1d": 0.0015595658677870494, "alpha_spy_m1d": -0.003819590224096503, "alpha_c_m1d": -0.015393155909631973, "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": 0.03538181402824003, "ret_signed_p1d": -0.03538181402824003, "alpha_spy_p1d": -0.017747844134486712, "alpha_c_p1d": 0.008395127470220531, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.043776941498460564, "ret_p1w": 0.02680442484799217, "ret_signed_p1w": -0.02680442484799217, "alpha_spy_p1w": -0.0174835461919991, "alpha_c_p1w": 0.03758679635226292, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1144, -0.1218, -0.1308, -0.1593, -0.145, -0.1472, -0.1302, -0.1664, -0.1845, -0.196, -0.151, -0.1445, -0.1365, -0.1365, -0.1353, -0.133, -0.1137, -0.1048, -0.0818, -0.0785, -0.0434, -0.0319, -0.0345, -0.0183, -0.0164, -0.027, -0.0143, -0.0282, 0.0138, 0.0544, 0.0377, 0.0186, -0.0285, -0.034, -0.0338, -0.0435, 0.0117, 0.0296, 0.0476, 0.0682, 0.0747, 0.0993, 0.1475, 0.0968, 0.0822, 0.0739, 0.0878, 0.0685, 0.0482, 0.0482, 0.0459, 0.0349, 0.0429, 0.0278, 0.0922, 0.0847, 0.0454, 0.0656, -0.0004, 0.0168, 0.0146, -0.0232, -0.0016, 0.0, 0.0354, 0.0108, -0.0026, 0.0268, 0.0268, 0.0169, -0.0251, -0.0302, -0.0461, -0.0461, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055407265667277248", "ticker_idx": 0, "ts": "2026-05-15T21:57:34+00:00", "symbol": "Kioxia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Massive long btw.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisively bullish on Kioxia ahead of its planned US ADS listing.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia Holdings listed on TSE as 285A.T", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Massive long btw.", "reply_text": null, "parent_text": null, "quoted_text": "Kioxia, the Japanese NAND Flash memory chip giant, plans to list shares on a U.S. stock exchange “to grow its investor base and increase its corporate value,” the company said, noting details of the planned ADS listing, including which market, have not yet been decided. $MU", "parent_author": null, "ret_m1d": -0.13605442176870752, "ret_signed_m1d": -0.13605442176870752, "alpha_spy_m1d": -0.13675842636022917, "alpha_c_m1d": -0.15469374762835553, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03265306122448974, "ret_signed_p1d": -0.03265306122448974, "alpha_spy_p1d": -0.02599227313699637, "alpha_c_p1d": -0.02862502680225132, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.27210884353741505, "ret_signed_p1w": 0.27210884353741505, "alpha_spy_p1w": 0.262645623428035, "alpha_c_p1w": 0.2168868652477205, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.8410106899902818, "ret_signed_p1m": 0.8410106899902818, "alpha_spy_p1m": 0.8251980079001322, "alpha_c_p1m": 0.7131360190337801, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8410106899902818, "alpha_spy_stated": 0.8251980079001322, "alpha_c_stated": 0.7131360190337801, "price_path": [-0.5837, -0.587, -0.6004, -0.6004, -0.5672, -0.5828, -0.5872, -0.5878, -0.5818, -0.6074, -0.6259, -0.6054, -0.6118, -0.6496, -0.6196, -0.5845, -0.5871, -0.5906, -0.5604, -0.58, -0.5454, -0.5654, -0.5654, -0.5828, -0.5899, -0.5638, -0.5886, -0.606, -0.6109, -0.6292, -0.5763, -0.59, -0.5753, -0.5569, -0.5477, -0.4636, -0.4616, -0.4142, -0.3922, -0.3197, -0.3701, -0.3417, -0.4066, -0.407, -0.3637, -0.3236, -0.3123, -0.3279, -0.3106, -0.2941, -0.2941, -0.27, -0.2923, -0.2923, -0.2923, -0.2923, -0.1563, -0.1353, -0.1071, -0.104, -0.0185, -0.0581, -0.1361, 0.0, -0.0327, -0.0031, 0.0756, 0.1156, 0.2721, 0.214, 0.1769, 0.1911, 0.2799, 0.4091, 0.5071, 0.5176, 0.495, 0.5188, 0.3971, 0.4859, 0.3703, 0.4663, 0.5782, 0.767, 0.841, 0.8659, 0.8834, 1.1108, 1.1127, 0.7938, 0.7979, 1.0185, 0.7916, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054421889099972629", "ticker_idx": 0, "ts": "2026-05-13T04:42:02+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "But ontop of this we also have the added wind to their sails with the fact that the advanced packaging side of the business with EMIB already has tons of customers.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish INTC; advanced packaging (EMIB) with existing customers is an underappreciated tailwind the market hasn't fully priced in.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "“But ontop of this we also have the added wind to their sails with the fact that the advanced packaging side of the business with EMIB already has tons of customers.”\n\nHow did everyone miss it?", "reply_text": null, "parent_text": null, "quoted_text": "Everyone asking me is it too late to buy Intel… TLDR it’s not ! \n\nWhat we are seeing in the stock price right now is only the effects of Wall Street realizing what I’ve been saying for the past year. This stock price only reflects two upgrades, Key Bank &amp; Citi (who was the most https://t.co/QMYGcS1ScB", "parent_author": null, "ret_m1d": 0.002660235201502159, "ret_signed_m1d": 0.002660235201502159, "alpha_spy_m1d": 0.00822394496235379, "alpha_c_m1d": 0.02224242704439683, "bench_spy_m1d": -0.005563709760851632, "bench_c_m1d": -0.01958219184289467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036245744261098944, "ret_signed_p1d": -0.036245744261098944, "alpha_spy_p1d": -0.044140059165653445, "alpha_c_p1d": -0.04651721241105011, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.010271468149951168, "ret_p1w": -0.011056628322653972, "ret_signed_p1w": -0.011056628322653972, "alpha_spy_p1w": -0.009628687522596602, "alpha_c_p1w": 0.002568862591535215, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": -0.013625490914189187, "ret_p1m": -0.027683114188295277, "ret_signed_p1m": -0.027683114188295277, "alpha_spy_p1m": -0.02155365233699258, "alpha_c_p1m": -0.09229896300671603, "bench_spy_p1m": -0.006129461851302698, "bench_c_p1m": 0.06461584881842075, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.027683114188295277, "alpha_spy_stated": -0.02155365233699258, "alpha_c_stated": -0.09229896300671603, "price_path": [-0.611, -0.611, -0.6161, -0.6221, -0.6291, -0.6333, -0.6373, -0.6166, -0.6103, -0.6221, -0.6208, -0.6217, -0.6417, -0.6211, -0.618, -0.639, -0.6211, -0.6111, -0.6011, -0.6238, -0.6195, -0.6196, -0.6337, -0.6257, -0.6161, -0.6353, -0.6341, -0.6337, -0.6078, -0.6334, -0.6414, -0.6576, -0.6331, -0.6007, -0.5812, -0.5812, -0.5779, -0.5601, -0.5099, -0.4869, -0.4814, -0.4581, -0.4695, -0.4601, -0.4305, -0.4305, -0.4538, -0.4492, -0.4574, -0.4448, -0.3138, -0.2935, -0.2974, -0.2123, -0.2146, -0.1718, -0.2038, -0.1009, -0.0605, -0.0887, 0.0385, 0.0761, 0.0027, 0.0, -0.0362, -0.0958, -0.1008, -0.0789, -0.0111, -0.0149, -0.0037, -0.0037, 0.0269, 0.0123, 0.005, -0.0466, -0.0911, -0.1028, -0.063, -0.0707, -0.1756, -0.0833, -0.1028, -0.1102, -0.0277, 0.0356, 0.0629, -0.0269, 0.0067, 0.1139, 0.1139, 0.1717, 0.0997, 0.0944, 0.1046, 0.1046, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057174626879639712", "ticker_idx": 0, "ts": "2026-05-20T19:00:26+00:00", "symbol": "CL=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long oil", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long oil and long Intel as the only way out of current conditions.", "resolved_tickers": ["CL=F"], "resolution_method": "exchange_ticker", "resolution_reason": "WTI crude futures, pass-through ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Long oil and long Intel. Only way out of this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09678398432813995, "ret_signed_m1d": 0.09678398432813995, "alpha_spy_m1d": 0.1069290026726506, "alpha_c_m1d": 0.1069290026726506, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.010145018344510648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019438261964021653, "ret_signed_p1d": -0.019438261964021653, "alpha_spy_p1d": -0.021421349665088796, "alpha_c_p1d": -0.021421349665088796, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.0019830877010671433, "ret_p1w": -0.09749645453673716, "ret_signed_p1w": -0.09749645453673716, "alpha_spy_p1w": -0.10992142110071623, "alpha_c_p1w": -0.10992142110071623, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.012424966563979067, "ret_p1m": -0.2204356115531051, "ret_signed_p1m": -0.2204356115531051, "alpha_spy_p1m": -0.23043731792321498, "alpha_c_p1m": -0.23043731792321498, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.010001706370109886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2204356115531051, "alpha_spy_stated": -0.23043731792321498, "alpha_c_stated": -0.23043731792321498, "price_path": [-0.3243, -0.3252, -0.3321, -0.3342, -0.3364, -0.3179, -0.2751, -0.2412, -0.2402, -0.1756, -0.0749, -0.0355, -0.1507, -0.112, -0.0257, 0.0046, -0.0484, -0.0209, -0.0197, -0.0216, 0.0006, -0.1031, -0.0601, -0.0808, -0.0385, 0.014, 0.047, 0.0318, 0.0189, 0.1352, 0.1352, 0.144, 0.1495, -0.0392, -0.004, -0.0172, 0.0083, -0.071, -0.0709, -0.0363, -0.1467, -0.088, -0.0624, -0.0539, -0.0245, -0.0393, -0.0192, 0.017, 0.0877, 0.0693, 0.0375, 0.083, 0.0408, -0.0324, -0.0351, -0.0289, -0.0019, 0.0399, 0.0281, 0.0296, 0.0729, 0.1058, 0.0968, 0.0, -0.0194, -0.0169, -0.0169, -0.0445, -0.0975, -0.0953, -0.1109, -0.0621, -0.0458, -0.0228, -0.0531, -0.0786, -0.0708, -0.1024, -0.0838, -0.1074, -0.1362, -0.1782, -0.226, -0.2185, -0.2204, -0.2204, -0.2386, -0.2549, -0.2841, -0.2681, -0.2954, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057174626879639712", "ticker_idx": 1, "ts": "2026-05-20T19:00:26+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long Intel", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long oil and long Intel as the only way out of current conditions.", "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": "Long oil and long Intel. Only way out of this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06859445271952702, "ret_signed_m1d": -0.06859445271952702, "alpha_spy_m1d": -0.058449434375016374, "alpha_c_m1d": -0.031935308887179215, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.03665914383234781, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003866838332320599, "ret_signed_p1d": -0.003866838332320599, "alpha_spy_p1d": -0.005849926033387742, "alpha_c_p1d": -0.009569441476561913, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.005702603144241314, "ret_p1w": 0.023621364998484884, "ret_signed_p1w": 0.023621364998484884, "alpha_spy_p1w": 0.011196398434505817, "alpha_c_p1w": -0.03099562278572776, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.054616987784212645, "ret_p1m": 0.1263450447575971, "ret_signed_p1m": 0.1263450447575971, "alpha_spy_p1m": 0.11634333838748723, "alpha_c_p1m": -0.042287470857085285, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.1686325156146824, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1263450447575971, "alpha_spy_stated": 0.11634333838748723, "alpha_c_stated": -0.042287470857085285, "price_path": [-0.6292, -0.6332, -0.6123, -0.6059, -0.6179, -0.6166, -0.6175, -0.6377, -0.6168, -0.6137, -0.635, -0.6168, -0.6068, -0.5967, -0.6196, -0.6152, -0.6153, -0.6296, -0.6215, -0.6118, -0.6312, -0.63, -0.6296, -0.6034, -0.6293, -0.6374, -0.6537, -0.629, -0.5963, -0.5765, -0.5765, -0.5731, -0.5552, -0.5045, -0.4812, -0.4756, -0.4521, -0.4636, -0.4541, -0.4242, -0.4242, -0.4477, -0.443, -0.4513, -0.4386, -0.3062, -0.2856, -0.2895, -0.2035, -0.2058, -0.1626, -0.1949, -0.0909, -0.05, -0.0785, 0.0501, 0.0881, 0.0139, 0.0112, -0.0255, -0.0857, -0.0907, -0.0686, 0.0, -0.0039, 0.0074, 0.0074, 0.0383, 0.0236, 0.0162, -0.036, -0.081, -0.0927, -0.0525, -0.0604, -0.1664, -0.073, -0.0928, -0.1002, -0.0168, 0.0472, 0.0748, -0.0161, 0.018, 0.1263, 0.1263, 0.1848, 0.112, 0.1067, 0.1169, 0.1169, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057874582569357615", "ticker_idx": 0, "ts": "2026-05-22T17:21:48+00:00", "symbol": "SNPS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "EDA bulls are pitching 70x earnings on companies that are getting their IP business eaten by in-house hyperscaler teams. Synopsys income from design IP dropped 48% in Q1… The 'AI' story people are shilling isn't going to fix that problem… they lost the ability to sell to China which was their fastest growing market. It's the easiest pair trade I've seen in my life.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Pair trade: short Synopsys on IP revenue collapse, China loss, and AI seat-reduction risk; long Chinese EDA players Empyrean and Primarius on policy-mandated domestic adoption.", "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": "EDA bulls are pitching 70x earnings on companies that are getting their IP business eaten by in-house hyperscaler teams. Synopsys income from design IP dropped 48% in Q1 of this year from $126.5M to $66.1M… The “AI” story people are shilling isn’t going to fix that problem and in actuality if successful leads to you needing less seats not more.\n\nMeanwhile they lost the ability to sell to China which was their fastest growing market. The Chinese EDA companies on the other hand like Empyrean, Primarius, are going crazy and are both growing revenue double digits because the entire Chinese semi industry is required by policy to use them.\n\nIt’s the easiest pair trade I’ve seen in my life.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.039562411164383415, "ret_signed_m1d": 0.039562411164383415, "alpha_spy_m1d": 0.03564625863344706, "alpha_c_m1d": 0.03564625863344706, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.0039161525309363565, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": -0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.09360825557672492, "ret_signed_p1w": 0.09360825557672492, "alpha_spy_p1w": 0.10814608655066105, "alpha_c_p1w": 0.10814608655066105, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.014537830973936128, "ret_p1m": -0.11464726299064598, "ret_signed_p1m": 0.11464726299064598, "alpha_spy_p1m": 0.11554277749047992, "alpha_c_p1m": 0.11554277749047992, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.0008955144998339382, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11464726299064598, "alpha_spy_stated": 0.11554277749047992, "alpha_c_stated": 0.11554277749047992, "price_path": [-0.1601, -0.144, -0.1882, -0.211, -0.1907, -0.1914, -0.1787, -0.1571, -0.1664, -0.1668, -0.1755, -0.1749, -0.202, -0.2136, -0.1884, -0.1819, -0.1831, -0.1839, -0.199, -0.1758, -0.208, -0.2184, -0.234, -0.2749, -0.2698, -0.2444, -0.2439, -0.2454, -0.2454, -0.2433, -0.2417, -0.2184, -0.2283, -0.2525, -0.2039, -0.2019, -0.1644, -0.1593, -0.1432, -0.1216, -0.1089, -0.0905, -0.1294, -0.0456, -0.0499, -0.0778, -0.0829, -0.0803, -0.0681, -0.0519, -0.0424, -0.0387, -0.0373, -0.0157, -0.0163, -0.022, -0.0295, -0.0281, -0.0425, -0.0501, -0.0588, -0.0492, -0.0396, 0.0, 0.0, 0.0187, 0.0022, -0.084, -0.0936, -0.0618, -0.0312, -0.0509, -0.0577, -0.1141, -0.0977, -0.1133, -0.1223, -0.1304, -0.135, -0.1341, -0.1455, -0.1201, -0.1319, -0.1319, -0.1146, -0.1205, -0.1159, -0.1329, -0.1329, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057874582569357615", "ticker_idx": 1, "ts": "2026-05-22T17:21:48+00:00", "symbol": "Empyrean", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The Chinese EDA companies on the other hand like Empyrean, Primarius, are going crazy and are both growing revenue double digits because the entire Chinese semi industry is required by policy to use them.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Pair trade: short Synopsys on IP revenue collapse, China loss, and AI seat-reduction risk; long Chinese EDA players Empyrean and Primarius on policy-mandated domestic adoption.", "resolved_tickers": ["301269.SZ"], "resolution_method": "exchange_ticker", "resolution_reason": "Empyrean Technology (华大九天), Shenzhen-listed Chinese EDA firm", "bench_c": "MCHI", "bench_c_reason": "country_fallback (suffix='SZ')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "EDA bulls are pitching 70x earnings on companies that are getting their IP business eaten by in-house hyperscaler teams. Synopsys income from design IP dropped 48% in Q1 of this year from $126.5M to $66.1M… The “AI” story people are shilling isn’t going to fix that problem and in actuality if successful leads to you needing less seats not more.\n\nMeanwhile they lost the ability to sell to China which was their fastest growing market. The Chinese EDA companies on the other hand like Empyrean, Primarius, are going crazy and are both growing revenue double digits because the entire Chinese semi industry is required by policy to use them.\n\nIt’s the easiest pair trade I’ve seen in my life.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13075811417705474, "ret_signed_m1d": -0.13075811417705474, "alpha_spy_m1d": -0.12684196164611838, "alpha_c_m1d": -0.13832019113718486, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": 0.007562076960130115, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0796545797436572, "ret_signed_p1d": 0.0796545797436572, "alpha_spy_p1d": 0.0796545797436572, "alpha_c_p1d": 0.0796545797436572, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.15316122438655666, "ret_signed_p1w": -0.15316122438655666, "alpha_spy_p1w": -0.1676990553604928, "alpha_c_p1w": -0.14523893329191429, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": -0.007922291094642375, "ret_p1m": -0.18879649594336967, "ret_signed_p1m": -0.18879649594336967, "alpha_spy_p1m": -0.1896920104432036, "alpha_c_p1m": -0.1468507699117313, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": -0.041945726031638375, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18879649594336967, "alpha_spy_stated": -0.1896920104432036, "alpha_c_stated": -0.1468507699117313, "price_path": [-0.1827, -0.1896, -0.1924, -0.2074, -0.2482, -0.251, -0.2404, -0.2357, -0.235, -0.2213, -0.2324, -0.241, -0.2509, -0.2404, -0.2806, -0.2763, -0.2959, -0.3122, -0.3504, -0.3416, -0.3281, -0.3408, -0.3345, -0.3414, -0.3512, -0.3351, -0.351, -0.3418, -0.3418, -0.3429, -0.3164, -0.3266, -0.3241, -0.3251, -0.3093, -0.3182, -0.3193, -0.3134, -0.2986, -0.3162, -0.3026, -0.306, -0.303, -0.2581, -0.3394, -0.323, -0.2897, -0.2897, -0.2897, -0.2897, -0.2785, -0.26, -0.2626, -0.2449, -0.2338, -0.2325, -0.2461, -0.2349, -0.2439, -0.2396, -0.1731, -0.2225, -0.1308, 0.0, 0.0797, 0.019, 0.0283, -0.0843, -0.1532, -0.1568, -0.1525, -0.1701, -0.2094, -0.238, -0.2032, -0.2243, -0.2276, -0.2427, -0.186, -0.2023, -0.1591, -0.1672, -0.1672, -0.1855, -0.1888, -0.1363, -0.1183, -0.089, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057553591012102596", "ticker_idx": 0, "ts": "2026-05-21T20:06:18+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've always loved Astera a lot of fund managers didn't understand but hope you do now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Astera Labs and FPGAs; author has long favored both despite prior market skepticism.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I’ve always loved Astera a lot of fund managers didn’t understand but hope you do now. I also like FPGAs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.029457795884661686, "ret_signed_m1d": -0.029457795884661686, "alpha_spy_m1d": -0.02554164335372533, "alpha_c_m1d": -0.014813149968945338, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.014644645915716348, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.11721194163314386, "ret_signed_p1w": 0.11721194163314386, "alpha_spy_p1w": 0.10267411065920773, "alpha_c_p1w": 0.07798029070272094, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.03923165093042291, "ret_p1m": 0.43267725712530947, "ret_signed_p1m": 0.43267725712530947, "alpha_spy_p1m": 0.43178174262547553, "alpha_c_p1m": 0.27202004473701136, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.1606572123882981, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43267725712530947, "alpha_spy_stated": 0.43178174262547553, "alpha_c_stated": 0.27202004473701136, "price_path": [-0.5816, -0.5824, -0.5938, -0.6128, -0.6072, -0.6422, -0.6293, -0.609, -0.6116, -0.6014, -0.6204, -0.5936, -0.6093, -0.608, -0.5846, -0.5843, -0.5883, -0.5889, -0.6219, -0.5964, -0.6032, -0.6079, -0.6298, -0.6335, -0.6733, -0.6429, -0.6535, -0.6183, -0.6183, -0.6155, -0.6123, -0.5912, -0.5781, -0.5143, -0.4565, -0.4441, -0.4392, -0.4434, -0.4328, -0.4271, -0.3744, -0.3676, -0.3563, -0.3064, -0.3592, -0.4027, -0.3585, -0.3654, -0.3395, -0.3442, -0.2972, -0.303, -0.3625, -0.349, -0.3243, -0.3339, -0.2698, -0.255, -0.2418, -0.2975, -0.2041, -0.0632, -0.0295, 0.0, 0.0, 0.0386, 0.0601, 0.1378, 0.1172, 0.043, 0.1593, 0.1846, 0.1667, 0.0332, 0.1286, 0.1135, 0.0781, 0.1974, 0.1964, 0.2682, 0.1787, 0.2209, 0.3591, 0.3591, 0.4327, 0.2937, 0.3032, 0.2969, 0.2969, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057553591012102596", "ticker_idx": 1, "ts": "2026-05-21T20:06:18+00:00", "symbol": "FPGAs", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I also like FPGAs", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Astera Labs and FPGAs; author has long favored both despite prior market skepticism.", "resolved_tickers": ["AMD", "INTC", "LSCC"], "resolution_method": "basket", "resolution_reason": "FPGA market: AMD(Xilinx), Intel(Altera), Lattice Semi", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I’ve always loved Astera a lot of fund managers didn’t understand but hope you do now. I also like FPGAs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025511211813171286, "ret_signed_m1d": -0.025511211813171286, "alpha_spy_m1d": -0.02159505928223493, "alpha_c_m1d": -0.010866565897454938, "bench_spy_m1d": -0.0039161525309363565, "bench_c_m1d": -0.014644645915716348, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.029275899812975514, "ret_signed_p1w": 0.029275899812975514, "alpha_spy_p1w": 0.014738068839039387, "alpha_c_p1w": -0.009955751117447398, "bench_spy_p1w": 0.014537830973936128, "bench_c_p1w": 0.03923165093042291, "ret_p1m": 0.14671214245505246, "ret_signed_p1m": 0.14671214245505246, "alpha_spy_p1m": 0.14581662795521852, "alpha_c_p1m": -0.013945069933245652, "bench_spy_p1m": 0.0008955144998339382, "bench_c_p1m": 0.1606572123882981, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14671214245505246, "alpha_spy_stated": 0.14581662795521852, "alpha_c_stated": -0.013945069933245652, "price_path": [-0.4903, -0.484, -0.502, -0.5078, -0.4974, -0.5264, -0.5159, -0.5179, -0.5431, -0.5178, -0.5116, -0.5092, -0.5321, -0.5352, -0.5233, -0.523, -0.5134, -0.5043, -0.5282, -0.5182, -0.5018, -0.4773, -0.5111, -0.5256, -0.5471, -0.5163, -0.4942, -0.4836, -0.4836, -0.4754, -0.4695, -0.4227, -0.4122, -0.4048, -0.3919, -0.3827, -0.383, -0.3507, -0.3385, -0.3447, -0.3404, -0.3331, -0.3219, -0.2366, -0.2475, -0.2693, -0.2269, -0.1999, -0.1843, -0.1978, -0.1613, -0.0938, -0.1248, -0.032, -0.0127, -0.053, -0.0553, -0.0663, -0.1155, -0.1123, -0.1074, -0.0271, -0.0255, 0.0, 0.0, 0.0528, 0.0363, 0.0485, 0.0293, 0.0047, 0.0243, 0.0601, 0.0375, -0.0761, -0.0111, -0.0406, -0.0716, 0.0061, 0.0476, 0.0926, 0.0212, 0.0277, 0.1136, 0.1136, 0.1467, 0.0752, 0.0717, 0.0849, 0.0849, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2061175689743863843", "ticker_idx": 0, "ts": "2026-05-31T19:59:13+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "packaging is likely to turn into an 80B+ a year business. Again trust me when I say this, these people know absolutely nothing about chip design and are applying the mental models of the early 2000s to what's going to be a revolution in the semiconductor industry. You can't expect them to know how to price that", "tweet_type": "analysis", "timeline": "years", "summary": "Strongly bullish INTC: dismisses MS yield concerns, argues 18A yield improving to 60-65%, packaging poised to be 80B+ business, market massively mispricing a semiconductor revolution.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Fuck Morgan Stanley. They are idiots. \n\nIt’s been improving 5-7% for the past 6 months meaning it’s between 60-65% now. Also who cares anyway? No one is designing for 18A anyway only 14A & 18AP now while packaging is likely to turn into an 80B+ a year business. \n\nAgain trust me when I say this, these people know absolutely nothing about chip design and are applying the mental models of the early 2000s to what’s going to be a revolution in the semiconductor industry. You can’t expect them to know how to price that, I’ve been ahead of even UBS in estimate EMIB revenue.", "reply_text": null, "parent_text": null, "quoted_text": "Morgan Stanley estimates Intel 18A yield at 50%.\n\nIt also notes that Apple is currently the only customer that has “signed a contract.”\n\n$INTC https://t.co/i9hBtiaqyP", "parent_author": null, "ret_m1d": 0.04893440395609194, "ret_signed_m1d": 0.04893440395609194, "alpha_spy_m1d": 0.05165012220806775, "alpha_c_m1d": 0.06354424077760035, "bench_spy_m1d": -0.002715718251975807, "bench_c_m1d": -0.014609836821508404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012805282195479162, "ret_signed_p1d": -0.012805282195479162, "alpha_spy_p1d": -0.014163221992755437, "alpha_c_p1d": -0.052949446510101694, "bench_spy_p1d": 0.0013579397972762752, "bench_c_p1d": 0.04014416431462253, "ret_p1w": 0.008597775507808603, "ret_signed_p1w": 0.008597775507808603, "alpha_spy_p1w": 0.034067798702417385, "alpha_c_p1w": 0.024474487725152816, "bench_spy_p1w": -0.025470023194608782, "bench_c_p1w": -0.015876712217344213, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5831, -0.5797, -0.6029, -0.5831, -0.5721, -0.5611, -0.5861, -0.5814, -0.5815, -0.597, -0.5881, -0.5776, -0.5987, -0.5975, -0.597, -0.5685, -0.5966, -0.6055, -0.6233, -0.5964, -0.5607, -0.5392, -0.5392, -0.5355, -0.5161, -0.4608, -0.4355, -0.4294, -0.4038, -0.4164, -0.406, -0.3735, -0.3735, -0.3991, -0.3939, -0.403, -0.3892, -0.245, -0.2226, -0.2269, -0.1334, -0.1358, -0.0888, -0.1239, -0.0108, 0.0337, 0.0027, 0.1426, 0.1839, 0.1032, 0.1002, 0.0604, -0.0051, -0.0106, 0.0134, 0.0881, 0.0839, 0.0961, 0.0961, 0.1298, 0.1138, 0.1057, 0.0489, 0.0, -0.0128, 0.0309, 0.0224, -0.0929, 0.0086, -0.0129, -0.0209, 0.0698, 0.1394, 0.1695, 0.0706, 0.1077, 0.2256, 0.2256, 0.2891, 0.2099, 0.2042, 0.2153, 0.2153, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2066398958528966845", "ticker_idx": 0, "ts": "2026-06-15T05:54:38+00:00", "symbol": "MediaTek", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "mediatek will probably be listed in Hong Kong in no time", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects MediaTek to list in Hong Kong soon, implying expanded investor access and bullish lean.", "resolved_tickers": ["2454.TW"], "resolution_method": "exchange_ticker", "resolution_reason": "MediaTek Inc., TWSE: 2454.TW", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@0xHunter_0x50 Ah I see, well lol mediatek will probably be listed in Hong Kong in no time", "reply_text": null, "parent_text": "@bubbleboi 联发科 台湾市场禁止 中国大陆交易者 哪怕是ibkr都不行 （顺便 intc我也看了好几年了 但是很可惜cpu浪潮的时候我的注意力不在市场 错过了等待好几年的机会 但是他们能找到陈立武 这么出色的ceo 真的是让我吃惊  我还记得当时大家都不知道这是谁 市场一点反应都没有 真是善战者无赫赫之功 ）", "quoted_text": null, "parent_author": "0xHunter_0x50", "ret_m1d": -0.019736842105263164, "ret_signed_m1d": -0.019736842105263164, "alpha_spy_m1d": -0.002408440719847138, "alpha_c_m1d": 0.02220405518608115, "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": -0.021929824561403466, "ret_signed_p1d": -0.021929824561403466, "alpha_spy_p1d": -0.015968261717169363, "alpha_c_p1d": 0.02613071748664253, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": -0.048060542048045996, "ret_p1w": -0.005482456140350922, "ret_signed_p1w": -0.005482456140350922, "alpha_spy_p1w": 0.0058078544108808305, "alpha_c_p1w": -0.03918667246155405, "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": [-0.6316, -0.6272, -0.6436, -0.6447, -0.6447, -0.6513, -0.6524, -0.6689, -0.6732, -0.6787, -0.6787, -0.6787, -0.6787, -0.6776, -0.6535, -0.6546, -0.6546, -0.6447, -0.6228, -0.6075, -0.5844, -0.5779, -0.5833, -0.5417, -0.4967, -0.5143, -0.466, -0.466, -0.4265, -0.4353, -0.4276, -0.4276, -0.3706, -0.3081, -0.2478, -0.25, -0.2039, -0.1491, -0.1886, -0.2336, -0.2533, -0.2851, -0.2544, -0.3081, -0.2917, -0.2215, -0.1535, -0.0691, -0.0647, 0.0175, -0.0329, -0.0548, -0.0011, -0.0077, -0.0033, -0.0285, -0.057, -0.1075, -0.0186, -0.0888, -0.1042, -0.0833, -0.0197, 0.0, -0.0219, -0.0373, -0.0373, -0.0208, -0.0055, -0.0603, -0.0548, -0.1491, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068109746796949507", "ticker_idx": 0, "ts": "2026-06-19T23:12:41+00:00", "symbol": "Kioxia", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "First of many.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses JPM's Kioxia PT raise with 42.7% upside; implies more upgrades to come.", "resolved_tickers": ["285A.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Kioxia Holdings listed on TSE as 285A.T", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "First of many.", "reply_text": null, "parent_text": null, "quoted_text": "JPM just updated its price target for Kioxia, implying 42.7% upside from the current share price. https://t.co/hY3LCrvVJu", "parent_author": null, "ret_m1d": -0.0009199632014719183, "ret_signed_m1d": -0.0009199632014719183, "alpha_spy_m1d": -0.0040768776410716745, "alpha_c_m1d": 0.012579563826461415, "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": -0.1509659613615455, "ret_signed_p1d": -0.1509659613615455, "alpha_spy_p1d": -0.1364440073510539, "alpha_c_p1d": -0.08091171305773459, "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": [-0.7935, -0.8053, -0.8135, -0.8158, -0.8245, -0.7994, -0.8059, -0.799, -0.7902, -0.7859, -0.7461, -0.7452, -0.7227, -0.7123, -0.678, -0.7018, -0.6884, -0.7191, -0.7193, -0.6988, -0.6799, -0.6745, -0.6819, -0.6737, -0.6659, -0.6659, -0.6545, -0.665, -0.665, -0.665, -0.665, -0.6006, -0.5907, -0.5774, -0.5759, -0.5354, -0.5542, -0.5911, -0.5267, -0.5421, -0.5282, -0.4909, -0.4719, -0.3979, -0.4254, -0.443, -0.4362, -0.3942, -0.333, -0.2867, -0.2817, -0.2924, -0.2811, -0.3387, -0.2967, -0.3514, -0.306, -0.253, -0.1637, -0.1286, -0.1168, -0.1086, -0.0009, 0.0, -0.151, -0.149, -0.0446, -0.152, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2067482340209881311", "ticker_idx": 0, "ts": "2026-06-18T05:39:36+00:00", "symbol": "7220.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I love this stock", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisive bullish verdict on Musashi Seimitsu (7220.T).", "resolved_tickers": ["7220.T"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Parts'", "bench_c_industry": "Auto Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DeeDas55 @insane_analyst I love this stock", "reply_text": null, "parent_text": "@bubbleboi @insane_analyst said the same thing 3 weeks back on $7220.T Musashi Seimitsu\n\nHe even wrote a substack article on it\nhttps://t.co/KI0xQoG0lF", "quoted_text": null, "parent_author": "DeeDas55", "ret_m1d": 0.21164613661814102, "ret_signed_m1d": 0.21164613661814102, "alpha_spy_m1d": 0.22193614393183236, "alpha_c_m1d": 0.2259002171566714, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.01425408053853039, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03023516237402024, "ret_signed_p1d": 0.03023516237402024, "alpha_spy_p1d": 0.03023516237402024, "alpha_c_p1d": 0.03023516237402024, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.11086226203807392, "ret_signed_p1w": -0.11086226203807392, "alpha_spy_p1w": -0.0942031804245369, "alpha_c_p1w": -0.08027043281769164, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.030591829220382283, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4523, -0.4396, -0.4151, -0.3554, -0.3427, -0.3834, -0.4128, -0.3642, -0.3948, -0.3792, -0.3825, -0.374, -0.3147, -0.3281, -0.2923, -0.29, -0.2833, -0.3102, -0.3012, -0.299, -0.2475, -0.1478, -0.0045, 0.0202, 0.075, 0.0347, 0.0034, 0.0034, -0.0381, -0.0482, -0.0482, -0.0482, -0.0482, 0.1086, 0.2139, 0.1557, 0.1669, 0.3908, 0.2945, 0.2184, 0.2004, 0.1041, 0.084, 0.1601, 0.243, 0.3796, 0.5274, 0.6797, 0.7828, 1.1187, 1.0851, 0.8455, 1.1814, 0.9731, 0.8343, 0.5722, 0.4311, 0.2072, 0.1489, 0.0941, 0.0403, 0.0739, 0.2116, 0.0, 0.0302, 0.0873, 0.0146, -0.0963, -0.1109, -0.103, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057187183526924684", "ticker_idx": 0, "ts": "2026-05-20T19:50:19+00:00", "symbol": "UBER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Uber is a great short u should look into", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls Uber a great short.", "resolved_tickers": ["UBER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@tailrisked Was a long time hold for me, probably better positioned against oil prices rising than others.\n\nUber is a great short u should look into.", "reply_text": null, "parent_text": "Has anyone done work on $RYAAY", "quoted_text": null, "parent_author": "tailrisked", "ret_m1d": -0.0068364899016370995, "ret_signed_m1d": 0.0068364899016370995, "alpha_spy_m1d": -0.0033085284428735484, "alpha_c_m1d": -0.0033085284428735484, "bench_spy_m1d": -0.010145018344510648, "bench_c_m1d": -0.010145018344510648, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013270749115537384, "ret_signed_p1d": 0.013270749115537384, "alpha_spy_p1d": 0.015253836816604527, "alpha_c_p1d": 0.015253836816604527, "bench_spy_p1d": 0.0019830877010671433, "bench_c_p1d": 0.0019830877010671433, "ret_p1w": -0.05187661121105802, "ret_signed_p1w": 0.05187661121105802, "alpha_spy_p1w": 0.06430157777503709, "alpha_c_p1w": 0.06430157777503709, "bench_spy_p1w": 0.012424966563979067, "bench_c_p1w": 0.012424966563979067, "ret_p1m": -0.039678272721406116, "ret_signed_p1m": 0.039678272721406116, "alpha_spy_p1m": 0.049679979091516, "alpha_c_p1m": 0.049679979091516, "bench_spy_p1m": 0.010001706370109886, "bench_c_p1m": 0.010001706370109886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.039678272721406116, "alpha_spy_stated": 0.049679979091516, "alpha_c_stated": 0.049679979091516, "price_path": [-0.0099, -0.052, -0.0432, -0.0237, 0.0027, 0.011, 0.0181, 0.0236, 0.0275, 0.0113, 0.0071, -0.0102, -0.03, 0.005, -0.0218, -0.017, 0.0008, 0.0428, 0.0276, 0.0099, -0.0095, 0.007, -0.0303, -0.0204, -0.0543, -0.0727, -0.0629, -0.0358, -0.0387, -0.037, -0.037, -0.0326, -0.0385, -0.0298, -0.0374, -0.0552, -0.0303, -0.0227, 0.0359, 0.0252, 0.0338, 0.0387, 0.0357, 0.0131, 0.0013, 0.0005, 0.0224, -0.0066, -0.0017, 0.0001, 0.007, -0.009, -0.0221, 0.0613, 0.0286, 0.0114, 0.0208, 0.0236, 0.0013, 0.0012, 0.0066, 0.0064, -0.0068, 0.0, -0.0133, -0.0373, -0.0373, -0.0601, -0.0519, -0.0493, -0.0563, -0.0111, -0.0399, -0.039, -0.032, -0.0521, -0.0609, -0.0566, -0.0803, -0.0677, -0.0771, -0.0235, -0.0181, -0.0495, -0.0397, -0.0397, -0.0425, -0.0661, -0.0101, -0.0315, -0.0315, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064865056211583159", "ticker_idx": 0, "ts": "2026-06-11T00:19:27+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Should be $5", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Author implies AAOI is massively overvalued at $175, calling fair value $5.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Should be $5", "reply_text": null, "parent_text": null, "quoted_text": "Is AAOI really still $175…", "parent_author": null, "ret_m1d": 0.013601146661179397, "ret_signed_m1d": -0.013601146661179397, "alpha_spy_m1d": -0.03031392991322812, "alpha_c_m1d": -0.03031392991322812, "bench_spy_m1d": -0.016712783252048724, "bench_c_m1d": -0.016712783252048724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021588122201017246, "ret_signed_p1d": 0.021588122201017246, "alpha_spy_p1d": 0.02699637010254663, "alpha_c_p1d": 0.02699637010254663, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.005408247901529384, "ret_p1w": -0.06325959458850816, "ret_signed_p1w": 0.06325959458850816, "alpha_spy_p1w": 0.07803913076846247, "alpha_c_p1w": 0.07803913076846247, "bench_spy_p1w": 0.014779536179954311, "bench_c_p1w": 0.014779536179954311, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4556, -0.5003, -0.4639, -0.4101, -0.4933, -0.4458, -0.3408, -0.3378, -0.4362, -0.4316, -0.5069, -0.5104, -0.5002, -0.3986, -0.3986, -0.3781, -0.3191, -0.232, -0.2285, -0.1284, -0.1134, -0.1527, -0.175, -0.0895, -0.0773, -0.0539, -0.1285, -0.1352, -0.2029, -0.0614, -0.1563, -0.2056, -0.1155, -0.0487, 0.0621, 0.0012, 0.0451, 0.0333, -0.0881, -0.138, 0.0701, 0.0897, 0.2912, 0.1782, 0.1017, 0.0028, -0.0084, -0.0435, 0.0233, 0.0504, 0.0504, 0.028, 0.0408, -0.0218, -0.0832, 0.0746, 0.1713, 0.0653, 0.1743, 0.0244, 0.1381, -0.0573, 0.0136, 0.0, -0.0216, 0.1086, -0.0114, -0.0315, -0.0633, -0.0633, -0.009, -0.1467, -0.1494, -0.1982, -0.1982, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064450713384890411", "ticker_idx": 0, "ts": "2026-06-09T20:53:00+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CPO being delayed actually helps them", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Despite personal dislike, CPO delay is a net positive for AAOI; implicitly bullish.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "As much as I hate AAOI, CPO being delayed actually helps them.", "reply_text": null, "parent_text": null, "quoted_text": "$aaoi sell off related to the semianalysis note on CPO delay makes no sense. Would expect the stock course correct soon https://t.co/is4NmAqnNC", "parent_author": null, "ret_m1d": -0.06994803664967086, "ret_signed_m1d": -0.06994803664967086, "alpha_spy_m1d": -0.08596613346428861, "alpha_c_m1d": -0.08596613346428861, "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": -0.013418637800462152, "ret_signed_p1d": -0.013418637800462152, "alpha_spy_p1d": -0.030415485687210086, "alpha_c_p1d": -0.030415485687210086, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.016996847886747934, "ret_p1w": -0.04448129005726076, "ret_signed_p1w": -0.04448129005726076, "alpha_spy_p1w": -0.0658893082073867, "alpha_c_p1w": -0.0658893082073867, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.02140801815012594, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4472, -0.4629, -0.5071, -0.4711, -0.418, -0.5001, -0.4532, -0.3496, -0.3467, -0.4437, -0.4392, -0.5136, -0.517, -0.5069, -0.4067, -0.4067, -0.3865, -0.3283, -0.2423, -0.2389, -0.1401, -0.1253, -0.1641, -0.186, -0.1017, -0.0897, -0.0666, -0.1402, -0.1468, -0.2136, -0.074, -0.1676, -0.2162, -0.1273, -0.0615, 0.0479, -0.0123, 0.0311, 0.0195, -0.1004, -0.1495, 0.0558, 0.0751, 0.2739, 0.1624, 0.087, -0.0107, -0.0217, -0.0564, 0.0096, 0.0363, 0.0363, 0.0142, 0.0268, -0.0349, -0.0955, 0.0602, 0.1555, 0.051, 0.1585, 0.0107, 0.1228, -0.0699, 0.0, -0.0134, -0.0347, 0.0938, -0.0247, -0.0445, -0.0758, -0.0758, -0.0223, -0.1581, -0.1608, -0.2089, -0.2089, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064022025346441588", "ticker_idx": 0, "ts": "2026-06-08T16:29:33+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If they use it for all of Feynman it's 60-80 billion in revenue. Now imagine TPU ontop of that. We are looking at over 100 billion in just packaging revenue not to mention TPU will most likely be on 14A & Nvidia will use 14A for I/O dies and maybe more.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish INTC: NVIDIA + Google TPU on Intel packaging/18A could generate $60-100B+ in revenue across EMIB, 14A, and Feynman.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I ran the calculations once:\n\nIf Nvidia just uses Intel for packaging the I/O die and other peripherals it’s about 4.8 billion in revenue.\n\nIf they use it for all of Feynman it’s 60-80 billion in revenue. \n\nNow imagine TPU ontop of that. We are looking at over 100 billion in just packaging revenue not to mention TPU will most likely be on 14A & Nvidia will use 14A for I/O dies and maybe more.", "reply_text": null, "parent_text": null, "quoted_text": "The Information: NVIDIA is testing Intel EMIB packaging for Feynman.\n\nThe Information: NVIDIA is conducting early tests of Intel 18A.\n\n$INTC", "parent_author": null, "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": 252, "stated_label": "p1y", "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, 0.205, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069178274954330571", "ticker_idx": 0, "ts": "2026-06-22T21:58:38+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There are literally no good CXL plays other than Astera for that reason", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Astera Labs as only real CXL/scale-up networking play; short Marvell as a pump-and-dump mispriced as an ASIC house.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "This is almost like saying any company associated with PCIe will go bananas. This misses the forest from the trees. I am bullish CXL but you need to understand what it actually is to know where the value accrues.\n\nCXL is just a new protocol over the same physical layer PCIe sits on. It’s electrically no different. CXL 1.1/2.0 rides the PCIe 5.0 PHY at 32 GT/s and CXL 3.x rides the PCIe 6.x PHY at 64 GT/s, same connectors, same slots. A CXL device literally negotiates at boot via Alternate Protocol Negotiation, falling back to plain PCIe if the other side doesn’t speak CXL. The entire difference is at the link/transaction layer and semantics. Unlike PCIe you get three sub-protocols with CXL multiplexed on Flex Bus, CXL. I/O (basically PCIe), CXL.cache, and CXL.mem for byte-addressable load/store. \n\nAnd to back up the point I’m making is you can buy CXL IP from basically anyone. In fact Cadence, Synopsys, even fucking Rambus sells it. There is no moat in just selling IP and the real IP is the SERDES anyway, which is lower bw and easier to make than the top of the line stuff you’d get from Broadcom/Marvell. CXL maxes out at 32G/64G PAM4 per lane riding the PCIe PHY, vs. the 112G/224G SerDes people are pushing for Ethernet/scale-out. It’s in a completely different league than what CXL needs  and that’s why so many people sell it. \n\nThe point here is just like PCIe, you wouldn’t be bullish on a company because it has PCIe IP, you’re bullish the companies using it to solve problems. Additionally, CXL has all kinds of problems itself like down clocking vs. PCIe equivalent, and also the market currently is using it as a “memory expander” which is retarded. You can stick terabytes of DDR next to your socket. Adding it over CXL is just adding complexity and worse performance. The numbers back all back this up and it’s basically a NUMA node hope in latency that you’re paying to bolt on capacity you could’ve gotten from a DIMM slot.\n\nAdditionally, CXL really isn’t better than PCIe alone on latency or BW. It’s on the same PHY, so it has the same ceiling. To get the value out of CXL you need tons and tons of CXL cards all networked together, and if you look at Astera they understand that. They’re building CXL switches and a software interconnect layer that actually makes it usable with their Scorpio fabric switches as well as the COSMOS software suite which is the actual product. These aren’t major revenue drivers right now but they will be, it’s not a retimer business long term & it’s not licensing CXL to AI ASIC designers either they will just go with a plethora of other options. It’s the whole stack, from IP, switches, software, your own cards you become a one stop solution for scale up networking that isn’t locked into a walled garden. \n\nIf you look at their financial results it shows the value add they made $308M in revenue last quarter, +93% YoY, into a scale-up switch market projected at $20B by 2030. This is just switches, retimers, & IP the orchestration software will be huge eventually too and will have near 100% margins. You buy the switch, you buy the cards, you buy the cables, & man that software just makes it so easy I don’t want to switch now I got a huge data center to run it ain’t worth it. \n\nThat’s the thesis. \n\nThere are literally no good CXL plays other than Astera for that reason. Marvell which you would think should be competing is just a pump and dump by the management team to take your money and put it in their pockets and wall street is pricing them as an asic design house not realizing the asic design business is just IT outsourcing. \n\nSo trust me on this, I’ve spent a long time thinking about it and made a lot of money from it. Most of you are retarded, broke, and easily swayed while I am none of those things.", "reply_text": null, "parent_text": null, "quoted_text": "Any company associated with CXL will go bananas", "parent_author": null, "ret_m1d": 0.10740017084371312, "ret_signed_m1d": 0.10740017084371312, "alpha_spy_m1d": 0.09266422206272296, "alpha_c_m1d": 0.032068627927328563, "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": 0.0073044796088659325, "ret_signed_p1d": 0.0073044796088659325, "alpha_spy_p1d": 0.007767996672509048, "alpha_c_p1d": 0.012336237416494478, "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": [-0.7139, -0.7167, -0.7474, -0.7239, -0.7322, -0.705, -0.705, -0.7028, -0.7003, -0.684, -0.6739, -0.6246, -0.5799, -0.5703, -0.5665, -0.5698, -0.5616, -0.5572, -0.5165, -0.5112, -0.5024, -0.4639, -0.5047, -0.5383, -0.5042, -0.5095, -0.4895, -0.4931, -0.4567, -0.4612, -0.5072, -0.4968, -0.4777, -0.4851, -0.4356, -0.4241, -0.4139, -0.457, -0.3848, -0.2759, -0.2498, -0.227, -0.227, -0.1972, -0.1806, -0.1205, -0.1364, -0.1938, -0.1039, -0.0843, -0.0982, -0.2014, -0.1277, -0.1393, -0.1666, -0.0744, -0.0752, -0.0197, -0.0889, -0.0563, 0.0505, 0.0505, 0.1074, 0.0, 0.0073, 0.0025, 0.0025, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069178274954330571", "ticker_idx": 1, "ts": "2026-06-22T21:58:38+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Marvell which you would think should be competing is just a pump and dump by the management team to take your money and put it in their pockets", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Astera Labs as only real CXL/scale-up networking play; short Marvell as a pump-and-dump mispriced as an ASIC house.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "This is almost like saying any company associated with PCIe will go bananas. This misses the forest from the trees. I am bullish CXL but you need to understand what it actually is to know where the value accrues.\n\nCXL is just a new protocol over the same physical layer PCIe sits on. It’s electrically no different. CXL 1.1/2.0 rides the PCIe 5.0 PHY at 32 GT/s and CXL 3.x rides the PCIe 6.x PHY at 64 GT/s, same connectors, same slots. A CXL device literally negotiates at boot via Alternate Protocol Negotiation, falling back to plain PCIe if the other side doesn’t speak CXL. The entire difference is at the link/transaction layer and semantics. Unlike PCIe you get three sub-protocols with CXL multiplexed on Flex Bus, CXL. I/O (basically PCIe), CXL.cache, and CXL.mem for byte-addressable load/store. \n\nAnd to back up the point I’m making is you can buy CXL IP from basically anyone. In fact Cadence, Synopsys, even fucking Rambus sells it. There is no moat in just selling IP and the real IP is the SERDES anyway, which is lower bw and easier to make than the top of the line stuff you’d get from Broadcom/Marvell. CXL maxes out at 32G/64G PAM4 per lane riding the PCIe PHY, vs. the 112G/224G SerDes people are pushing for Ethernet/scale-out. It’s in a completely different league than what CXL needs  and that’s why so many people sell it. \n\nThe point here is just like PCIe, you wouldn’t be bullish on a company because it has PCIe IP, you’re bullish the companies using it to solve problems. Additionally, CXL has all kinds of problems itself like down clocking vs. PCIe equivalent, and also the market currently is using it as a “memory expander” which is retarded. You can stick terabytes of DDR next to your socket. Adding it over CXL is just adding complexity and worse performance. The numbers back all back this up and it’s basically a NUMA node hope in latency that you’re paying to bolt on capacity you could’ve gotten from a DIMM slot.\n\nAdditionally, CXL really isn’t better than PCIe alone on latency or BW. It’s on the same PHY, so it has the same ceiling. To get the value out of CXL you need tons and tons of CXL cards all networked together, and if you look at Astera they understand that. They’re building CXL switches and a software interconnect layer that actually makes it usable with their Scorpio fabric switches as well as the COSMOS software suite which is the actual product. These aren’t major revenue drivers right now but they will be, it’s not a retimer business long term & it’s not licensing CXL to AI ASIC designers either they will just go with a plethora of other options. It’s the whole stack, from IP, switches, software, your own cards you become a one stop solution for scale up networking that isn’t locked into a walled garden. \n\nIf you look at their financial results it shows the value add they made $308M in revenue last quarter, +93% YoY, into a scale-up switch market projected at $20B by 2030. This is just switches, retimers, & IP the orchestration software will be huge eventually too and will have near 100% margins. You buy the switch, you buy the cards, you buy the cables, & man that software just makes it so easy I don’t want to switch now I got a huge data center to run it ain’t worth it. \n\nThat’s the thesis. \n\nThere are literally no good CXL plays other than Astera for that reason. Marvell which you would think should be competing is just a pump and dump by the management team to take your money and put it in their pockets and wall street is pricing them as an asic design house not realizing the asic design business is just IT outsourcing. \n\nSo trust me on this, I’ve spent a long time thinking about it and made a lot of money from it. Most of you are retarded, broke, and easily swayed while I am none of those things.", "reply_text": null, "parent_text": null, "quoted_text": "Any company associated with CXL will go bananas", "parent_author": null, "ret_m1d": 0.10328259720505617, "ret_signed_m1d": -0.10328259720505617, "alpha_spy_m1d": -0.08854664842406601, "alpha_c_m1d": -0.027951054288671617, "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": -0.008385881114657101, "ret_signed_p1d": 0.008385881114657101, "alpha_spy_p1d": 0.007922364051013986, "alpha_c_p1d": 0.003354123307028556, "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": [-0.6501, -0.6601, -0.6855, -0.6452, -0.6178, -0.6163, -0.6163, -0.6077, -0.6082, -0.59, -0.5704, -0.5395, -0.5295, -0.5204, -0.5176, -0.522, -0.4994, -0.4702, -0.4577, -0.4362, -0.4067, -0.4112, -0.433, -0.4509, -0.4389, -0.4081, -0.4089, -0.4135, -0.3952, -0.3831, -0.4266, -0.3903, -0.3878, -0.4105, -0.3623, -0.3457, -0.3661, -0.3946, -0.3683, -0.3306, -0.3166, -0.2964, -0.2964, -0.2537, -0.2879, -0.2659, -0.2653, -0.2136, 0.0421, 0.081, 0.134, -0.0558, 0.0352, -0.0436, -0.0948, 0.006, 0.0024, 0.1069, -0.0013, 0.0376, 0.113, 0.113, 0.1033, 0.0, -0.0084, 0.008, 0.008, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056279797761007888", "ticker_idx": 0, "ts": "2026-05-18T07:44:42+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "The whole sector is going down -88% in a few more months", "tweet_type": "prediction", "timeline": "months", "summary": "Bearish semis: calls the sector a bubble set to collapse ~88% within months.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "SMH is the leading US semiconductor ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Bro the semis bubble is going to pop. The whole sector is going down -88% in a few more months… it’s so sad because it was so much fun while it lasted.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018639325859648004, "ret_signed_m1d": -0.018639325859648004, "alpha_spy_m1d": -0.01793532126812636, "alpha_c_m1d": -0.01793532126812636, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.0007040045915216453, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0040280344222384246, "ret_signed_p1d": 0.0040280344222384246, "alpha_spy_p1d": -0.00263275366525495, "alpha_c_p1d": -0.00263275366525495, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0066607880874933745, "ret_p1w": 0.05522197828969455, "ret_signed_p1w": -0.05522197828969455, "alpha_spy_p1w": -0.045758758180314496, "alpha_c_p1w": -0.045758758180314496, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.009463220109380055, "ret_p1m": 0.12787467095650173, "ret_signed_p1m": -0.12787467095650173, "alpha_spy_p1m": -0.1120619888663521, "alpha_c_p1m": -0.1120619888663521, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.015812682090149632, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12787467095650173, "alpha_spy_stated": -0.1120619888663521, "alpha_c_stated": -0.1120619888663521, "price_path": [-0.2446, -0.2489, -0.2401, -0.244, -0.2325, -0.2197, -0.2456, -0.256, -0.2559, -0.284, -0.2693, -0.2761, -0.3032, -0.2779, -0.2725, -0.2657, -0.2893, -0.2908, -0.2787, -0.2733, -0.2792, -0.2769, -0.2956, -0.2834, -0.2775, -0.2694, -0.3027, -0.3148, -0.3362, -0.298, -0.2823, -0.2817, -0.2817, -0.275, -0.2678, -0.2256, -0.2121, -0.2001, -0.1883, -0.1724, -0.1706, -0.1673, -0.1501, -0.1505, -0.1492, -0.1269, -0.1177, -0.0727, -0.0731, -0.1006, -0.0853, -0.0722, -0.0665, -0.0721, -0.043, 0.0066, -0.0111, 0.0373, 0.0552, 0.0276, 0.0482, 0.0589, 0.0186, 0.0, -0.004, 0.0339, 0.0398, 0.0552, 0.0552, 0.1025, 0.0903, 0.0983, 0.0966, 0.1129, 0.1576, 0.168, 0.149, 0.0431, 0.0952, 0.0821, 0.0453, 0.1159, 0.1351, 0.1848, 0.1279, 0.1425, 0.2082, 0.2082, 0.2248, 0.139, 0.1332, 0.1661, 0.1661, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056423864088080440", "ticker_idx": 1, "ts": "2026-05-18T17:17:10+00:00", "symbol": "India builders", "kind": "sector", "geography": "global", "sub_sector": "homebuilders/construction", "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I'm short the currency and builders in India", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short the Indian rupee and Indian homebuilder/construction stocks.", "resolved_tickers": ["OBEROIRLTY.NS", "DLF.NS", "GODREJPROP.NS"], "resolution_method": "basket", "resolution_reason": "Indian real estate/construction majors on NSE", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='NS')", "bench_c_industry": "Real Estate - Development", "unit_kind": "original", "lang": "en", "tweet_text": "Leopold is a lot more sophisticated than he comes off the Infosys short is really played out though I’m short the currency and builders in India.  https://t.co/VJzU4NdeAy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0124855021788531, "ret_signed_m1d": 0.0124855021788531, "alpha_spy_m1d": 0.013189506770374745, "alpha_c_m1d": 0.013189506770374745, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.0007040045915216453, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005149200159093074, "ret_signed_p1d": -0.005149200159093074, "alpha_spy_p1d": -0.01180998824658645, "alpha_c_p1d": -0.01180998824658645, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0066607880874933745, "ret_p1w": 0.03059882865228647, "ret_signed_p1w": -0.03059882865228647, "alpha_spy_p1w": -0.021135608542906414, "alpha_c_p1w": -0.021135608542906414, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.009463220109380055, "ret_p1m": 0.05576915814334682, "ret_signed_p1m": -0.05576915814334682, "alpha_spy_p1m": -0.03995647605319719, "alpha_c_p1m": -0.03995647605319719, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.015812682090149632, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05576915814334682, "alpha_spy_stated": -0.03995647605319719, "alpha_c_stated": -0.03995647605319719, "price_path": [0.0211, 0.0307, 0.0295, 0.0075, 0.0138, 0.019, -0.0025, -0.0165, -0.0165, -0.0438, -0.0191, -0.0399, -0.0467, -0.0303, -0.0427, -0.0619, -0.0821, -0.0996, -0.0766, -0.0534, -0.0886, -0.09, -0.1222, -0.1035, -0.0796, -0.0796, -0.1065, -0.1318, -0.1318, -0.11, -0.0961, -0.0961, -0.0746, -0.0595, -0.0028, -0.0062, 0.0055, 0.0057, 0.0057, 0.0273, 0.0311, 0.0403, 0.0341, 0.0553, 0.0644, 0.0408, 0.029, 0.051, 0.045, 0.054, 0.0382, 0.0382, 0.0673, 0.0385, 0.0582, 0.0661, 0.0648, 0.0249, -0.0048, -0.0, 0.0101, -0.0074, -0.0125, 0.0, 0.0051, 0.0169, 0.0165, 0.0373, 0.0306, 0.0383, 0.0383, 0.0343, 0.0069, 0.0202, 0.0035, -0.0018, 0.0011, -0.0255, -0.0052, -0.0288, -0.0353, 0.0011, 0.041, 0.0623, 0.0558, 0.0698, 0.0555, 0.0594, 0.0515, 0.0709, 0.0778, 0.0778, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2067856570336399376", "ticker_idx": 0, "ts": "2026-06-19T06:26:39+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we are both long ASML", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses ongoing long position in ASML, dismissing concern over alleged EUV machine export to China.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bgmasters Blake you know we are both long ASML. An EUV machine didn’t ship there, they stole the source only. You can’t steal the whole machine it’s impractical. \n\nAlso if they had the real machine there would be stronger signal than this. Trust me pal.", "reply_text": null, "parent_text": "ASML’s “we have never shipped an EUV machine to China” is telling on itself. Total lawyer answer. They know a decommissioned machine slipped through, at tremendous cost to American national security. https://t.co/hN1Q68JJRQ", "quoted_text": null, "parent_author": "bgmasters", "ret_m1d": 0.0109783753382926, "ret_signed_m1d": 0.0109783753382926, "alpha_spy_m1d": 0.007821460898692845, "alpha_c_m1d": 0.024477902366225934, "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": -0.0012064181089955772, "ret_signed_p1d": -0.0012064181089955772, "alpha_spy_p1d": 0.013315535901496034, "alpha_c_p1d": 0.06884783019481533, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": -0.048015499645158166, "ret_signed_p1w": -0.048015499645158166, "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": [-0.2768, -0.2708, -0.2983, -0.31, -0.3307, -0.3264, -0.2852, -0.3012, -0.3012, -0.3012, -0.3296, -0.2702, -0.2568, -0.2356, -0.2418, -0.2271, -0.2597, -0.2641, -0.2513, -0.2507, -0.2555, -0.2478, -0.2634, -0.2462, -0.2685, -0.2932, -0.2806, -0.2626, -0.2626, -0.2837, -0.2587, -0.2128, -0.2158, -0.2041, -0.2125, -0.2365, -0.1995, -0.1754, -0.2118, -0.2373, -0.2466, -0.1959, -0.1886, -0.1501, -0.137, -0.1617, -0.1697, -0.1609, -0.1647, -0.1591, -0.1182, -0.1041, -0.0964, -0.118, -0.0864, -0.0901, -0.0908, -0.0493, -0.017, -0.0215, -0.0402, -0.0008, 0.011, 0.0, -0.0012, -0.0585, -0.0627, -0.0385, -0.048, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066586241261621471", "ticker_idx": 0, "ts": "2026-06-15T18:18:49+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's going to 3k by September", "tweet_type": "prediction", "timeline": "months", "summary": "SNDK will reach $3k by September despite extreme overbought conditions.", "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": "It’s going to 3k by September", "reply_text": null, "parent_text": null, "quoted_text": "THIS IS ABSOLUTELY INSANE.\n\nSNDK just became the most overbought stock in the history of the US stock market.\n\nMonthly RSI: 99.19. https://t.co/yZ2aoUfhB6", "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, 0.1078, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062659774219784456", "ticker_idx": 0, "ts": "2026-06-04T22:16:27+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pod bros message me about astera all the time asking me why I'm bullish. The engineering problem Astera is solving with CXL & the stuff around it is extremely valuable.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ALAB on CXL engineering value; dismisses copper/optics/retimer framing as anchoring bias, sees superior moat vs CUDA in next-gen interconnect.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Pod bros message me about astera all the time asking me why I’m bullish. \n\nIt has nothing to do with copper, optics, retimers nada. That is their biggest business today so it makes sense why people anchor on that but I see what’s coming next.\n\nThe engineering problem Astera is solving with CXL & the stuff around it is extremely valuable. People think CUDA is a moat, lol not even close and you see it with ASIC-X. The real moat is the next step & Nvidia is losing badly there.", "reply_text": null, "parent_text": null, "quoted_text": "$ALAB\n\nDid you know that Astera Labs, commonly seen as a copper company, actually has an LPO solution? https://t.co/FUD1POobTD", "parent_author": null, "ret_m1d": 0.12928149419669355, "ret_signed_m1d": 0.12928149419669355, "alpha_spy_m1d": 0.10278835159480493, "alpha_c_m1d": 0.027752545807928852, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.1015289483887647, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09231687768578456, "ret_signed_p1d": 0.09231687768578456, "alpha_spy_p1d": 0.09005270507701302, "alpha_c_p1d": 0.04234238176499083, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.04997449592079373, "ret_p1w": 0.15798270587141428, "ret_signed_p1w": 0.15798270587141428, "alpha_spy_p1w": 0.15228817486461166, "alpha_c_p1w": 0.06974169880473258, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.0882410070666817, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6326, -0.6067, -0.6218, -0.6205, -0.5979, -0.5976, -0.6015, -0.6021, -0.634, -0.6093, -0.616, -0.6205, -0.6417, -0.6453, -0.6838, -0.6543, -0.6646, -0.6305, -0.6305, -0.6279, -0.6247, -0.6043, -0.5917, -0.5299, -0.4739, -0.4619, -0.4572, -0.4613, -0.4511, -0.4455, -0.3945, -0.3879, -0.377, -0.3287, -0.3798, -0.4218, -0.3791, -0.3858, -0.3608, -0.3653, -0.3197, -0.3253, -0.3829, -0.3699, -0.346, -0.3553, -0.2932, -0.2789, -0.2661, -0.3201, -0.2296, -0.0933, -0.0606, -0.0321, -0.0321, 0.0052, 0.0261, 0.1013, 0.0813, 0.0096, 0.1221, 0.1466, 0.1293, 0.0, 0.0923, 0.0777, 0.0435, 0.159, 0.158, 0.2275, 0.1408, 0.1817, 0.3154, 0.3154, 0.3867, 0.2522, 0.2613, 0.2553, 0.2553, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2058660590814667155", "ticker_idx": 0, "ts": "2026-05-24T21:25:07+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's my top 5 holding yes.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Confirms ALAB is a top-5 holding; live long position.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@coupesoleil It’s my top 5 holding yes.", "reply_text": null, "parent_text": "@bubbleboi Does that mean you are long / bullish $ALAB ?", "quoted_text": null, "parent_author": "coupesoleil", "ret_m1d": -0.037148582745178294, "ret_signed_m1d": -0.037148582745178294, "alpha_spy_m1d": -0.030553722306212783, "alpha_c_m1d": 0.005731821639330059, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.04288040438450835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020739160787669908, "ret_signed_p1d": 0.020739160787669908, "alpha_spy_p1d": 0.02091240295241592, "alpha_c_p1d": 0.03176652068221919, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.011027359894549282, "ret_p1w": 0.1162148858027674, "ret_signed_p1w": 0.1162148858027674, "alpha_spy_p1w": 0.10425098571971714, "alpha_c_p1w": 0.06627632235789283, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.04993856344487457, "ret_p1m": 0.2547691136296242, "ret_signed_p1m": 0.2547691136296242, "alpha_spy_p1m": 0.2753676477807909, "alpha_c_p1m": 0.2269018936251277, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.027867220004496485, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2547691136296242, "alpha_spy_stated": 0.2753676477807909, "alpha_c_stated": 0.2269018936251277, "price_path": [-0.6088, -0.6272, -0.6218, -0.6555, -0.643, -0.6235, -0.626, -0.6162, -0.6345, -0.6087, -0.6238, -0.6225, -0.6, -0.5997, -0.6036, -0.6042, -0.6359, -0.6114, -0.618, -0.6225, -0.6436, -0.6471, -0.6854, -0.6561, -0.6664, -0.6325, -0.6325, -0.6298, -0.6267, -0.6064, -0.5938, -0.5323, -0.4767, -0.4647, -0.4601, -0.4641, -0.4539, -0.4484, -0.3977, -0.3911, -0.3802, -0.3322, -0.383, -0.4249, -0.3824, -0.389, -0.3641, -0.3686, -0.3233, -0.3288, -0.3861, -0.3731, -0.3494, -0.3586, -0.2969, -0.2826, -0.27, -0.3236, -0.2336, -0.098, -0.0655, -0.0371, -0.0371, 0.0, 0.0207, 0.0955, 0.0757, 0.0043, 0.1162, 0.1406, 0.1234, -0.0052, 0.0866, 0.0721, 0.0381, 0.153, 0.152, 0.2211, 0.1349, 0.1756, 0.3086, 0.3086, 0.3795, 0.2457, 0.2548, 0.2487, 0.2487, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056404542594707597", "ticker_idx": 0, "ts": "2026-05-18T16:00:23+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "The TSMC puts & ASML long is all you need to know!", "tweet_type": "analysis", "timeline": "months", "summary": "Short TSMC via puts, long ASML and preferring Applied Materials as the better long; July seen as cycle peak.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Leopold’s 13F is showing exactly what I’ve been saying… July is the peak of the cycle! \n\nThe TSMC puts &amp; ASML long is all you need to know! But Leo Applied Materials is the better long, trust me leooooooooooo!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02121479024892814, "ret_signed_m1d": -0.02121479024892814, "alpha_spy_m1d": -0.020510785657406494, "alpha_c_m1d": -0.0025754643892801354, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008435530509201206, "ret_signed_p1d": 0.008435530509201206, "alpha_spy_p1d": 0.0017747424217078311, "alpha_c_p1d": 0.004407496086962781, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.021644095256114104, "ret_signed_p1w": -0.021644095256114104, "alpha_spy_p1w": -0.01218087514673405, "alpha_c_p1w": 0.03357788303358045, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.07798255539923482, "ret_signed_p1m": -0.07798255539923482, "alpha_spy_p1m": -0.06216987330908519, "alpha_c_p1m": 0.049892115557266914, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07798255539923482, "alpha_spy_stated": -0.06216987330908519, "alpha_c_stated": 0.049892115557266914, "price_path": [-0.0877, -0.0924, -0.0668, -0.0681, -0.0285, -0.0235, -0.051, -0.0566, -0.0704, -0.1107, -0.0998, -0.1088, -0.1465, -0.1218, -0.1259, -0.107, -0.152, -0.148, -0.1431, -0.1262, -0.1424, -0.1444, -0.1685, -0.1452, -0.1331, -0.1217, -0.1764, -0.1748, -0.2007, -0.1465, -0.1375, -0.1437, -0.1437, -0.1369, -0.1279, -0.0759, -0.0769, -0.064, -0.0666, -0.0406, -0.0527, -0.0823, -0.0643, -0.075, -0.0704, -0.0215, -0.0336, 0.0164, 0.0228, -0.0091, -0.0054, 0.0003, 0.0043, 0.0143, -0.0039, 0.0595, 0.046, 0.0397, 0.0217, 0.0034, 0.0097, 0.055, 0.0212, 0.0, -0.0084, 0.0143, 0.0283, 0.0216, 0.0216, 0.0413, 0.0676, 0.073, 0.0568, 0.1002, 0.1281, 0.1029, 0.1237, 0.0485, 0.0779, 0.0807, 0.0323, 0.0659, 0.0732, 0.1174, 0.078, 0.094, 0.1699, 0.1699, 0.1839, 0.1047, 0.116, 0.1012, 0.1012, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056404542594707597", "ticker_idx": 1, "ts": "2026-05-18T16:00:23+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The TSMC puts & ASML long is all you need to know!", "tweet_type": "analysis", "timeline": "months", "summary": "Short TSMC via puts, long ASML and preferring Applied Materials as the better long; July seen as cycle peak.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "Leopold’s 13F is showing exactly what I’ve been saying… July is the peak of the cycle! \n\nThe TSMC puts &amp; ASML long is all you need to know! But Leo Applied Materials is the better long, trust me leooooooooooo!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012329883438000344, "ret_signed_m1d": 0.012329883438000344, "alpha_spy_m1d": 0.011625878846478699, "alpha_c_m1d": -0.00630944242164766, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06725380304243389, "ret_signed_p1d": 0.06725380304243389, "alpha_spy_p1d": 0.07391459112992727, "alpha_c_p1d": 0.07128183746467232, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.11273022324109294, "ret_signed_p1w": 0.11273022324109294, "alpha_spy_p1w": 0.10326700313171289, "alpha_c_p1w": 0.05750824495139839, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.32618096430269206, "ret_signed_p1m": 0.32618096430269206, "alpha_spy_p1m": 0.3103682822125424, "alpha_c_p1m": 0.19830629334619032, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.32618096430269206, "alpha_spy_stated": 0.3103682822125424, "alpha_c_stated": 0.19830629334619032, "price_path": [-0.0108, 0.0031, -0.002, 0.0093, 0.0293, -0.0155, -0.0147, -0.033, -0.0719, -0.0415, -0.0525, -0.0837, -0.0832, -0.0414, -0.0423, -0.057, -0.0576, -0.0434, -0.0463, -0.0485, -0.0664, -0.0987, -0.061, -0.0401, -0.0321, -0.0687, -0.0842, -0.1117, -0.1059, -0.0513, -0.0725, -0.0725, -0.0725, -0.1102, -0.0313, -0.0136, 0.0146, 0.0064, 0.0259, -0.0174, -0.0233, -0.0062, -0.0054, -0.0118, -0.0016, -0.0223, 0.0005, -0.0291, -0.0618, -0.0452, -0.0213, -0.0213, -0.0493, -0.016, 0.0448, 0.0408, 0.0564, 0.0453, 0.0135, 0.0624, 0.0945, 0.0461, 0.0123, 0.0, 0.0673, 0.077, 0.1281, 0.1454, 0.1127, 0.102, 0.1137, 0.1087, 0.1161, 0.1704, 0.1891, 0.1994, 0.1707, 0.2127, 0.2077, 0.2067, 0.2618, 0.3047, 0.2988, 0.274, 0.3262, 0.3419, 0.3273, 0.3257, 0.2496, 0.244, 0.2762, 0.2636, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056404542594707597", "ticker_idx": 2, "ts": "2026-05-18T16:00:23+00:00", "symbol": "AMAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Leo Applied Materials is the better long, trust me", "tweet_type": "analysis", "timeline": "months", "summary": "Short TSMC via puts, long ASML and preferring Applied Materials as the better long; July seen as cycle peak.", "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": "Leopold’s 13F is showing exactly what I’ve been saying… July is the peak of the cycle! \n\nThe TSMC puts &amp; ASML long is all you need to know! But Leo Applied Materials is the better long, trust me leooooooooooo!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05573417019356275, "ret_signed_m1d": 0.05573417019356275, "alpha_spy_m1d": 0.0550301656020411, "alpha_c_m1d": 0.037094844333914745, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.018639325859648004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01610368823548014, "ret_signed_p1d": -0.01610368823548014, "alpha_spy_p1d": -0.009442900147986766, "alpha_c_p1d": -0.012075653813241716, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.0462490827508697, "ret_signed_p1w": 0.0462490827508697, "alpha_spy_p1w": 0.03678586264148964, "alpha_c_p1w": -0.008972895538824854, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.3756712579116894, "ret_signed_p1m": 0.3756712579116894, "alpha_spy_p1m": 0.3598585758215398, "alpha_c_p1m": 0.2477965869551877, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.12787467095650173, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3756712579116894, "alpha_spy_stated": 0.3598585758215398, "alpha_c_stated": 0.2477965869551877, "price_path": [-0.1082, -0.1058, -0.0923, -0.0968, -0.0862, -0.045, -0.0915, -0.0998, -0.1001, -0.1505, -0.1349, -0.1621, -0.2148, -0.1805, -0.1637, -0.1511, -0.1845, -0.1742, -0.1629, -0.1478, -0.155, -0.1363, -0.1366, -0.1252, -0.0957, -0.1069, -0.1814, -0.1847, -0.2187, -0.1736, -0.1445, -0.1574, -0.1574, -0.1474, -0.1433, -0.0673, -0.0381, -0.034, -0.0431, -0.0434, -0.0467, -0.0572, -0.0402, -0.0531, -0.0465, -0.0244, -0.0234, 0.0084, -0.0211, -0.0785, -0.0749, -0.0461, -0.0592, -0.0537, -0.0066, 0.0364, -0.0071, 0.0529, 0.0727, 0.0426, 0.0557, 0.0653, 0.0557, 0.0, -0.0161, 0.0321, 0.0346, 0.0462, 0.0462, 0.1013, 0.0852, 0.0887, 0.0896, 0.1092, 0.1864, 0.2124, 0.2146, 0.0967, 0.1915, 0.2086, 0.2032, 0.3379, 0.3733, 0.4182, 0.3757, 0.4354, 0.494, 0.494, 0.5499, 0.4184, 0.4259, 0.6172, 0.6172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2063735227382677573", "ticker_idx": 0, "ts": "2026-06-07T21:29:55+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel will capture over 90% of the copackaged silicon photonics market in the next five years because there is NO ALTERNATIVE", "tweet_type": "prediction", "timeline": "years", "summary": "Long INTC as the sole winner of copackaged silicon photonics via EMIB; Lumentum and Coherent explicitly ruled out as beneficiaries.", "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": "TSMC fumbles Copackaged optics for the Nth time like some fucking donkeys and now the whole industry is limping towards NPO, and the pod bros who price the entire AI TAM off Nvidia’s BOM line items still can’t actually explain what the problem is. So let me do the engineering for you, since clearly nobody on here will.\n\nThe bottleneck was never can you make light go through a waveguide. It’s all fucking thermals which is downstream of packaging. Specifically, how do you get a photonic engine onto the same substrate as a switch ASIC or XPU without your yield falling off a cliff and your reliability failing.\n\nTSMC’s answer is CoWoS where they bolt everything onto one big monolithic silicon interposer. Cute, until you hit the reticle limit and start duct-taping interposers together (CoWoS-S, then -R, then -L, soon -PleaseStop). Every chiplet and HBM stack you add to that single interposer compounds your defect probability and one bad die leads to a five-figure package going into the dumpster. CoWoS is thermally retarded and the whole industry knows this and it’s why capacity “can’t expand” and Jensen is acting like a bouncer in the front of a club choosing who gets pass the velvet rope. \n\nThere is ONLY one company that will make copackaged optics work and expand in the rack… it’s not Lumentum, it’s not Coherent, it’s fucking INTELLLL.\n\nIntel’s EMIB gets rid of a giant reticle limited interposer and replaces it with a tiny silicon bridge that does the high-density coupling locally, exactly where you need it. You localize the hard part and the thermals in one area and your yield is ridiculously high. Comparing EMIB & CoWoS is so funny cause EMIB is north of 95% yield with like 12 reticle size equivalent package while CoWoS falls off a cliff after 5.5 reticles it’s that bad…now imagine adding thermally sensitive photonics.\n\nPeople don’t know this but Intel has been doing silicon photonics in-house for ~25 years... In 2024 they showed an Optical I/O chiplet doing 2 Tbps bidirectionally at ~5 pJ/bit, with the PIC and EIC co-packaged right against the ASIC and it’s all because of EMIB. And even more critically than that, they’ve actually run the fiber-attach and reliability/test flow to JEDEC-grade standards already, which everyone hand-waves until their links flap in production.\n\nMy prediction is clear: Intel will capture over 90% of the copackaged silicon photonics market in the next five years because there is NO ALTERNATIVE.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "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": 252, "stated_label": "p1y", "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, 0.205, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067719071064580186", "ticker_idx": 0, "ts": "2026-06-18T21:20:17+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hugely bullish.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses Intel foundry hire as hugely bullish for INTC.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Hugely bullish.", "reply_text": null, "parent_text": null, "quoted_text": "INTEL APPOINTS FORMER SK HYNIX CEO SEOK-HEE LEE AS EXECUTIVE VICE PRESIDENT OF INTEL FOUNDRY. https://t.co/KbFQft8KGI", "parent_author": null, "ret_m1d": -0.04931174136407124, "ret_signed_m1d": -0.04931174136407124, "alpha_spy_m1d": -0.052468655803670994, "alpha_c_m1d": -0.035812214336137904, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061444611267902016, "ret_signed_p1d": -0.061444611267902016, "alpha_spy_p1d": -0.046922657257410405, "alpha_c_p1d": 0.00860963703590889, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6652, -0.6871, -0.694, -0.7077, -0.6869, -0.6592, -0.6425, -0.6425, -0.6397, -0.6246, -0.5817, -0.5621, -0.5574, -0.5375, -0.5473, -0.5392, -0.514, -0.514, -0.5338, -0.5299, -0.5369, -0.5262, -0.4144, -0.397, -0.4003, -0.3277, -0.3296, -0.2932, -0.3204, -0.2327, -0.1982, -0.2222, -0.1137, -0.0816, -0.1442, -0.1465, -0.1775, -0.2283, -0.2325, -0.2138, -0.156, -0.1592, -0.1497, -0.1497, -0.1236, -0.136, -0.1423, -0.1863, -0.2243, -0.2342, -0.2003, -0.2069, -0.2964, -0.2176, -0.2343, -0.2405, -0.1701, -0.1161, -0.0928, -0.1695, -0.1408, -0.0493, -0.0493, 0.0, -0.0614, -0.0659, -0.0573, -0.0573, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}