The Tape
One ranked feed of everything firing right now — red flags, forensic screens, insider clusters, pundit calls, indicators — scored by a backtested actionability methodology. Below it: our receipts, how past fires actually played out vs SPY.
Live book — marked to market
How the in-window signals are doing so far vs SPY, in each signal’s favor (shorts win when the stock falls). Partial — these windows are still open (avg 44% elapsed), so read it as a running mark, not a verdict. Median, not mean.
Firing now — ranked
Each signal scored edge quality × instance strength × recency — a strong, well-backtested signal that fired recently floats to the top. Score fades to zero as a signal’s validated window closes.
131 signals are firing right now across 5 families.
Members see every ranked row — the ticker, the direction, the backtested edge, and the actionability score — plus star any signal to track it. Free readers see the public rows above, the methodology, and the full receipts below.
The receipts
Not how other people called the market — how ours did. Every signal whose window has closed, scored by the realized move vs SPY in the signal’s direction. We headline the median and the hit rate, because a few names that go the wrong way move big and skew the average. Honest beats cherry-picked.
| Signal | Dir | Fired | Since vs SPY | ||
|---|---|---|---|---|---|
| Pundit | GMEGME · Ryan Cohen | ▲ long | 2026-09-24 | +9% ✓ | ⎘ |
| Pundit | EBAYEBAY · Ryan Cohen | ▲ long | 2026-09-24 | -2.38% | ⎘ |
| Pundit | GLDGLD · Ray Dalio | ▲ long | 2026-09-24 | -29.07% | ⎘ |
| Pundit | AKTSAKTS · Oleg Nodelman | ▲ long | 2026-09-24 | -3.93% | ⎘ |
| Pundit | SNOWSNOW · Nikesh Arora | ▲ long | 2026-09-24 | +36.91% ✓ | ⎘ |
| Pundit | MDBMDB · Nikesh Arora | ▲ long | 2026-09-24 | +12.42% ✓ | ⎘ |
| Pundit | GOOGLGOOGL · Nikesh Arora | ▲ long | 2026-09-24 | -8.46% | ⎘ |
| Pundit | CRWVCRWV · Michael Intrator | ▲ long | 2026-09-24 | -11.94% | ⎘ |
| Pundit | CRMCRM · Mark Benioff | ▲ long | 2026-09-24 | +35.06% ✓ | ⎘ |
| Pundit | GEOD-USDGEOD-USD · Kyle Samani | ▲ long | 2026-09-24 | +49.9% ✓ | ⎘ |
| Pundit | NVDANVDA · Jason Calacanis | ▲ long | 2026-09-24 | -1.37% | ⎘ |
| Pundit | METAMETA · Jason Calacanis | ▲ long | 2026-09-24 | +23.77% ✓ | ⎘ |
| Pundit | AAPLAAPL · Jason Calacanis | ▲ long | 2026-09-24 | -2.35% | ⎘ |
| Pundit | TLNTLN · Jason Calacanis | ▲ long | 2026-09-24 | -18.55% | ⎘ |
| Pundit | MGMMGM · Jason Calacanis | ▲ long | 2026-09-24 | -23.82% | ⎘ |
| Pundit | HOODHOOD · Jason Calacanis | ▲ long | 2026-09-24 | -2.74% | ⎘ |
| Pundit | AMZNAMZN · Jason Calacanis | ▲ long | 2026-09-24 | -4.25% | ⎘ |
| Pundit | PLTRPLTR · Jason Calacanis | ▲ long | 2026-09-24 | -7.7% | ⎘ |
| Pundit | GOOGLGOOGL · Jason Calacanis | ▲ long | 2026-09-24 | -46.47% | ⎘ |
| Pundit | IGVIGV · Gavin Baker | ▲ long | 2026-09-24 | +0.64% ✓ | ⎘ |
| Pundit | MUMU · Gavin Baker | ▲ long | 2026-09-24 | -9.86% | ⎘ |
| Pundit | MGMMGM · Gavin Baker | ▲ long | 2026-09-24 | -23.82% | ⎘ |
| Pundit | NVDANVDA · Gavin Baker | ▲ long | 2026-09-24 | -1.48% | ⎘ |
| Pundit | NVDANVDA · David Sacks | ▲ long | 2026-09-24 | +3.13% ✓ | ⎘ |
| Pundit | MSFTMSFT · David Sacks | ▲ long | 2026-09-24 | -1.13% | ⎘ |
| Pundit | SMHSMH · David Sacks | ▲ long | 2026-09-24 | +5.43% ✓ | ⎘ |
| Pundit | SPYSPY · David Sacks | ▲ long | 2026-09-24 | +0.4% ✓ | ⎘ |
| Pundit | XLKXLK · David Sacks | ▲ long | 2026-09-24 | +12.04% ✓ | ⎘ |
| Pundit | CRMCRM · David Sacks | ▲ long | 2026-09-24 | +5.65% ✓ | ⎘ |
| Pundit | GOOGLGOOGL · David Sacks | ▲ long | 2026-09-24 | -6.77% | ⎘ |
| Pundit | SMHSMH · David Friedberg | ▼ short | 2026-09-24 | -12.49% | ⎘ |
| Pundit | PYPLPYPL · David Friedberg | ▲ long | 2026-09-24 | -10.59% | ⎘ |
| Pundit | MGMMGM · David Friedberg | ▲ long | 2026-09-24 | -23.82% | ⎘ |
| Pundit | MSFTMSFT · David Friedberg | ▲ long | 2026-09-24 | -19.21% | ⎘ |
| Pundit | AMDAMD · David Friedberg | ▲ long | 2026-09-24 | +149.55% ✓ | ⎘ |
| Pundit | GOOGLGOOGL · David Friedberg | ▲ long | 2026-09-24 | -8.9% | ⎘ |
| Pundit | IRENIREN · Daniel Roberts | ▲ long | 2026-09-24 | -0.73% | ⎘ |
| Pundit | NVDANVDA · Dan Loeb | ▲ long | 2026-09-24 | +1.82% ✓ | ⎘ |
| Pundit | TLNTLN · Dan Dreyfus | ▲ long | 2026-09-24 | -18.55% | ⎘ |
| Pundit | LQDLQD · Chamath Palihapitiya | ▲ long | 2026-09-24 | -4.61% | ⎘ |
| Pundit | SPYSPY · Chamath Palihapitiya | ▲ long | 2026-09-24 | +0.06% ✓ | ⎘ |
| Pundit | CRMCRM · Chamath Palihapitiya | ▲ long | 2026-09-24 | +16.77% ✓ | ⎘ |
| Pundit | AAPLAAPL · Chamath Palihapitiya | ▲ long | 2026-09-24 | +9.42% ✓ | ⎘ |
| Pundit | TSLATSLA · Chamath Palihapitiya | ▲ long | 2026-09-24 | -12.87% | ⎘ |
| Pundit | LNGLNG · Chamath Palihapitiya | ▲ long | 2026-09-24 | -30.99% | ⎘ |
| Pundit | USOUSO · Chamath Palihapitiya | ▼ short | 2026-09-24 | -41.97% | ⎘ |
| Pundit | GLDGLD · Chamath Palihapitiya | ▲ long | 2026-09-24 | -24.41% | ⎘ |
| Pundit | FCXFCX · Chamath Palihapitiya | ▲ long | 2026-09-24 | +13.7% ✓ | ⎘ |
| Pundit | NVDANVDA · Chamath Palihapitiya | ▲ long | 2026-09-24 | -0.16% | ⎘ |
| Pundit | GOOGLGOOGL · Chamath Palihapitiya | ▲ long | 2026-09-24 | -19.24% | ⎘ |
| Pundit | TSLATSLA · Cathie Wood | ▲ long | 2026-09-24 | -28% | ⎘ |
| Pundit | IBITIBIT · Cathie Wood | ▲ long | 2026-09-24 | -39.16% | ⎘ |
| Pundit | ARKKARKK · Cathie Wood | ▲ long | 2026-09-24 | -10.9% | ⎘ |
| Pundit | TSLATSLA · Brad Gerstner | ▲ long | 2026-09-24 | -14.86% | ⎘ |
| Pundit | MSFTMSFT · Brad Gerstner | ▲ long | 2026-09-24 | +17.49% ✓ | ⎘ |
| Pundit | METAMETA · Brad Gerstner | ▲ long | 2026-09-24 | +17.23% ✓ | ⎘ |
| Pundit | SNOWSNOW · Brad Gerstner | ▲ long | 2026-09-24 | +90.08% ✓ | ⎘ |
| Pundit | SPYSPY · Brad Gerstner | ▲ long | 2026-09-24 | -2.03% | ⎘ |
| Pundit | NVDANVDA · Brad Gerstner | ▲ long | 2026-09-24 | +3.81% ✓ | ⎘ |
| Pundit | GOOGLGOOGL · Brad Gerstner | ▲ long | 2026-09-24 | +9.98% ✓ | ⎘ |
| Pundit | GOOGLGOOGL · Bill Maris | ▲ long | 2026-09-24 | -9.27% | ⎘ |
| Pundit | PSUSPSUS · Bill Ackman | ▲ long | 2026-09-24 | -3.47% | ⎘ |
| Pundit | MSFTMSFT · Bill Ackman | ▲ long | 2026-09-24 | +11.04% ✓ | ⎘ |
| Pundit | METAMETA · Bill Ackman | ▲ long | 2026-09-24 | +19.62% ✓ | ⎘ |
| Pundit | HHHHHH · Bill Ackman | ▲ long | 2026-09-24 | +1.87% ✓ | ⎘ |
| Pundit | AMZNAMZN · Bill Ackman | ▲ long | 2026-09-24 | -2.43% | ⎘ |
| Pundit | MGMMGM · Aaron Cowan | ▲ long | 2026-09-24 | -23.82% | ⎘ |
| Pundit | TSLATSLA · Elon Musk | ▲ long | 2026-09-10 | -12.48% | ⎘ |
| Pundit | SPYSPY · Chamath Palihapitiya | ▲ long | 2026-07-24 | -2.04% | ⎘ |
| Red flag | SMMTSummit Therapeutics Inc. | ▼ short | 2026-07-23 | -5.8% | |
| Red flag | EURKUEureka Acquisition Corp | ▼ short | 2026-07-23 | +7.07% ✓ | |
| Red flag | ATLQUJAB Acquisition Corp I | ▼ short | 2026-07-23 | +3.62% ✓ | |
| Red flag | ANKMAnkam, Inc. | ▼ short | 2026-07-22 | +2.73% ✓ | |
| Red flag | ISNRUSnow Rothschild Acquisition Corp. | ▼ short | 2026-07-17 | +3.17% ✓ | |
| Red flag | IXQUFIX Acquisition Corp. | ▼ short | 2026-07-16 | +8.66% ✓ | |
| Red flag | GDSTChi Special Acquisition Corp. | ▼ short | 2026-07-16 | +1.58% ✓ | |
| Red flag | TRAD-UNAPEX Tech Acquisition Inc. | ▼ short | 2026-07-15 | -22.27% | |
| Red flag | BKHAUBlack Hawk Acquisition Corp | ▼ short | 2026-07-15 | +3.82% ✓ | |
| Red flag | BAFNBayFirst Financial Corp. | ▼ short | 2026-07-15 | -61.75% | |
| Red flag | QSEAUQuartzsea Acquisition Corp | ▼ short | 2026-07-14 | -1.78% | |
| Red flag | KMTSKESTRA MEDICAL TECHNOLOGIES, LTD. | ▼ short | 2026-07-14 | -3.4% | |
| Red flag | BMNPBITMINE IMMERSION TECHNOLOGIES, INC. | ▼ short | 2026-07-14 | -13.04% | |
| Red flag | BCRDBlueOne Technologies, Inc. | ▼ short | 2026-07-14 | +0.74% ✓ | |
| Red flag | IRHOUIron Horse Acquisition II Corp. | ▼ short | 2026-07-13 | +1.96% ✓ | |
| Red flag | EVOHEvoAir Holdings Inc. | ▼ short | 2026-07-10 | +1.24% ✓ | |
| Red flag | EACOEACO CORP | ▼ short | 2026-07-09 | -27.89% | |
| Red flag | BNEDBarnes & Noble Education, Inc. | ▼ short | 2026-07-09 | +5.19% ✓ | |
| Red flag | UNFUNIFIRST CORP | ▼ short | 2026-07-08 | +1.23% ✓ | |
| Red flag | TOPTOP Financial Group Ltd | ▼ short | 2026-07-07 | -52.48% | |
| Red flag | RACCResearch Alliance Corp III | ▼ short | 2026-07-02 | -5.66% | |
| Red flag | FDSFACTSET RESEARCH SYSTEMS INC | ▼ short | 2026-07-01 | -22.05% | |
| Red flag | QDMIQDM International Inc. | ▼ short | 2026-06-29 | +16.02% ✓ | |
| Red flag | GSRVUGSR V Acquisition Corp. | ▼ short | 2026-06-29 | -2.77% | |
| Red flag | AVAVAeroVironment Inc | ▼ short | 2026-06-29 | -3.21% | |
| Forensic | QMCOQuantum Corp /De/ | ▲ long | 2026-06-25 | +96% ✓ | ⎘ |
| Forensic | AIC3.Ai, Inc. | ▲ long | 2026-06-24 | +11.5% ✓ | ⎘ |
| Forensic | CRDOCredo Technology Group Holding Ltd | ▼ short | 2026-06-15 | +27.5% ✓ | ⎘ |
| Forensic | ESTCElastic N.V. | ▼ short | 2026-06-08 | -42.5% | ⎘ |
| Forensic | WRLDWorld Acceptance Corp | ▲ long | 2026-06-04 | -0.6% | ⎘ |
| Forensic | CPRICapri Holdings Ltd | ▼ short | 2026-05-27 | +18.4% ✓ | ⎘ |
| Pundit | TLTTLT · Ben Shapiro | ▲ long | 2026-04-07 | -36.4% | ⎘ |
| Pundit | IBITIBIT · Jason Calacanis | ▲ long | 2026-04-06 | -37.95% | ⎘ |
| Forensic | KRMNKarman Holdings Inc. | ▼ short | 2026-04-03 | +78.7% ✓ | ⎘ |
| Forensic | KODKodiak Sciences Inc. | ▲ long | 2026-03-31 | -36% | ⎘ |
| Forensic | PVLAPalvella Therapeutics, Inc. | ▲ long | 2026-03-31 | +1.3% ✓ | ⎘ |
| Pundit | NVDANVDA · Gavin Baker | ▲ long | 2026-03-31 | +49.63% ✓ | ⎘ |
| Forensic | MGTXMeiragtx Holdings Plc | ▲ long | 2026-03-30 | +23.1% ✓ | ⎘ |
| Forensic | VORVor Biopharma Inc. | ▲ long | 2026-03-30 | +9.7% ✓ | ⎘ |
| Forensic | USARUsa Rare Earth, Inc. | ▲ long | 2026-03-30 | -10.9% | ⎘ |
| Forensic | DBVTDbv Technologies S.A. | ▲ long | 2026-03-26 | -59.4% | ⎘ |
| Forensic | AGXArgan Inc | ▲ long | 2026-03-26 | -28.3% | ⎘ |
| Forensic | PAYSPaysign, Inc. | ▲ long | 2026-03-25 | +128.5% ✓ | ⎘ |
| Forensic | PGENPrecigen, Inc. | ▲ long | 2026-03-25 | +122.5% ✓ | ⎘ |
| Forensic | BRZEBraze, Inc. | ▲ long | 2026-03-25 | +2.3% ✓ | ⎘ |
| Forensic | TTANServicetitan, Inc. | ▲ long | 2026-03-25 | -19.8% | ⎘ |
| Forensic | PEverpure, Inc. | ▲ long | 2026-03-25 | +50% ✓ | ⎘ |
| Forensic | CMPSCompass Pathways Plc | ▲ long | 2026-03-24 | +145.3% ✓ | ⎘ |
| Forensic | TBPHTheravance Biopharma, Inc. | ▲ long | 2026-03-23 | -2.3% | ⎘ |
| Forensic | AVTXAvalo Therapeutics, Inc. | ▲ long | 2026-03-23 | -4.4% | ⎘ |
| Forensic | AMBAAmbarella Inc | ▲ long | 2026-03-23 | +6.1% ✓ | ⎘ |
| Forensic | PLPlanet Labs Pbc | ▲ long | 2026-03-23 | -69.3% | ⎘ |
| Forensic | SMTCSemtech Corp | ▲ long | 2026-03-23 | +103.5% ✓ | ⎘ |
| Forensic | AEVAAeva Technologies, Inc. | ▲ long | 2026-03-20 | -11.1% | ⎘ |
| Forensic | SNOWSnowflake Inc. | ▲ long | 2026-03-20 | +80.3% ✓ | ⎘ |
| Forensic | ETONEton Pharmaceuticals, Inc. | ▲ long | 2026-03-19 | +150.5% ✓ | ⎘ |
| Forensic | NLSTNetlist Inc | ▲ long | 2026-03-19 | +245.3% ✓ | ⎘ |
| Forensic | DMRADamora Therapeutics, Inc. | ▲ long | 2026-03-19 | -10.8% | ⎘ |
| Forensic | SSentinelone, Inc. | ▲ long | 2026-03-19 | +48.2% ✓ | ⎘ |
| Forensic | RBRKRubrik, Inc. | ▲ long | 2026-03-19 | +109.7% ✓ | ⎘ |
| Forensic | DOCUDocusign, Inc. | ▲ long | 2026-03-18 | +25.1% ✓ | ⎘ |
| Forensic | MUXMcewen Inc. | ▼ short | 2026-03-17 | +31.8% ✓ | ⎘ |
| Forensic | NNNextnav Inc. | ▲ long | 2026-03-17 | -30.1% | ⎘ |
| Forensic | GTLBGitlab Inc. | ▲ long | 2026-03-17 | +98.8% ✓ | ⎘ |
| Forensic | FTKFlotek Industries Inc/Cn/ | ▼ short | 2026-03-16 | -63.8% | ⎘ |
| Forensic | BWBabcock & Wilcox Enterprises, Inc. | ▼ short | 2026-03-16 | +59.1% ✓ | ⎘ |
| Forensic | STOKStoke Therapeutics, Inc. | ▲ long | 2026-03-16 | -38.8% | ⎘ |
| Forensic | ZBIOZenas Biopharma, Inc. | ▲ long | 2026-03-16 | +11.9% ✓ | ⎘ |
| Forensic | GYREGyre Therapeutics, Inc. | ▼ short | 2026-03-13 | +19% ✓ | ⎘ |
| Forensic | ABXAbacus Global Management, Inc. | ▼ short | 2026-03-13 | +37% ✓ | ⎘ |
| Forensic | NPKNational Presto Industries Inc | ▼ short | 2026-03-13 | +5.8% ✓ | ⎘ |
| Forensic | ASANAsana, Inc. | ▲ long | 2026-03-13 | +18.3% ✓ | ⎘ |
| Forensic | NKTRNektar Therapeutics | ▼ short | 2026-03-13 | +38.1% ✓ | ⎘ |
| Forensic | KODKEastman Kodak Co | ▲ long | 2026-03-12 | +24% ✓ | ⎘ |
| Forensic | RHLDResolute Holdings Management, Inc. | ▲ long | 2026-03-12 | -7.1% | ⎘ |
| Forensic | PDPagerduty, Inc. | ▼ short | 2026-03-12 | -87.8% | ⎘ |
| Forensic | GPGIGpgi, Inc. | ▲ long | 2026-03-12 | -47.5% | ⎘ |
| Forensic | KPLTKatapult Holdings, Inc. | ▼ short | 2026-03-11 | -1.8% | ⎘ |
| Forensic | HPKHighpeak Energy, Inc. | ▲ long | 2026-03-11 | +20.5% ✓ | ⎘ |
| Forensic | THTarget Hospitality Corp. | ▲ long | 2026-03-11 | +119.1% ✓ | ⎘ |
| Forensic | MDBMongodb, Inc. | ▲ long | 2026-03-11 | +43.9% ✓ | ⎘ |
| Forensic | MRVLMarvell Technology, Inc. | ▼ short | 2026-03-11 | -174.3% | ⎘ |
| Forensic | GRPNGroupon, Inc. | ▲ long | 2026-03-10 | +58.8% ✓ | ⎘ |
| Forensic | BLZEBackblaze, Inc. | ▲ long | 2026-03-10 | +254.8% ✓ | ⎘ |
| Forensic | SEPNSepterna, Inc. | ▲ long | 2026-03-09 | +18.2% ✓ | ⎘ |
| Forensic | SBETSharplink, Inc. | ▲ long | 2026-03-09 | +15% ✓ | ⎘ |
| Forensic | JBIOJade Biosciences, Inc. | ▲ long | 2026-03-06 | -10.4% | ⎘ |
| Forensic | CYRXCryoport, Inc. | ▼ short | 2026-03-05 | -95.6% | ⎘ |
| Forensic | SLNSilence Therapeutics Plc | ▲ long | 2026-03-05 | +95.7% ✓ | ⎘ |
| Forensic | HIPOHippo Holdings Inc. | ▼ short | 2026-03-05 | +4.2% ✓ | ⎘ |
| Forensic | KURAKura Oncology, Inc. | ▲ long | 2026-03-05 | +16.2% ✓ | ⎘ |
| Forensic | NUTXNutex Health Inc. | ▲ long | 2026-03-05 | +78.1% ✓ | ⎘ |
| Forensic | WBTNWebtoon Entertainment Inc. | ▲ long | 2026-03-05 | -10.1% | ⎘ |
| Forensic | TNGXTango Therapeutics, Inc. | ▼ short | 2026-03-05 | -31.7% | ⎘ |
| Forensic | CRCTCricut, Inc. | ▲ long | 2026-03-04 | +20.4% ✓ | ⎘ |
| Forensic | RDVTRed Violet, Inc. | ▲ long | 2026-03-04 | +54.5% ✓ | ⎘ |
| Forensic | RGTIRigetti Computing, Inc. | ▲ long | 2026-03-04 | -22.8% | ⎘ |
| Forensic | RIGLRigel Pharmaceuticals Inc | ▼ short | 2026-03-03 | -32% | ⎘ |
| Forensic | SRRKScholar Rock Holding Corp | ▲ long | 2026-03-03 | -1.2% | ⎘ |
| Forensic | VTSVitesse Energy, Inc. | ▲ long | 2026-03-02 | -20.5% | ⎘ |
| Forensic | PSIXPower Solutions International, Inc. | ▼ short | 2026-03-02 | +58.1% ✓ | ⎘ |
| Forensic | TGLSTecnoglass Holdings Inc. | ▼ short | 2026-03-02 | +34.1% ✓ | ⎘ |
| Forensic | BHVNBiohaven Ltd. | ▲ long | 2026-03-02 | +3% ✓ | ⎘ |
| Forensic | URGNUrogen Pharma Ltd. | ▼ short | 2026-03-02 | -106.1% | ⎘ |
| Forensic | SOUNSoundhound Ai, Inc. | ▼ short | 2026-03-02 | +43% ✓ | ⎘ |
| Forensic | LIFLife360, Inc. | ▼ short | 2026-03-02 | +37% ✓ | ⎘ |
| Forensic | DAVEDave Inc./De | ▲ long | 2026-03-02 | +51.2% ✓ | ⎘ |
| Forensic | CECOCeco Environmental Corp | ▼ short | 2026-03-02 | -17% | ⎘ |
| Forensic | ACMRAcm Research, Inc. | ▼ short | 2026-03-02 | -28.5% | ⎘ |
| Forensic | CORZCore Scientific, Inc./Tx | ▲ long | 2026-03-02 | -3% | ⎘ |
| Forensic | AAONAaon, Inc. | ▼ short | 2026-03-02 | +33.8% ✓ | ⎘ |
| Forensic | ECHOEchostar Corp | ▲ long | 2026-03-02 | -34.6% | ⎘ |
| Forensic | BAMBrookfield Asset Management Ltd. | ▼ short | 2026-03-02 | +14.8% ✓ | ⎘ |
| Forensic | FOXFFox Factory Holding Corp | ▲ long | 2026-02-27 | -2% | ⎘ |
| Forensic | YELPYelp Inc | ▲ long | 2026-02-27 | -33.3% | ⎘ |
| Forensic | FMCFmc Corp | ▲ long | 2026-02-27 | -44.8% | ⎘ |
| Forensic | ARLOArlo Technologies, Inc. | ▲ long | 2026-02-27 | -25.7% | ⎘ |
| Forensic | BFLYButterfly Network, Inc. | ▲ long | 2026-02-27 | +129.9% ✓ | ⎘ |
| Forensic | PGNYProgyny, Inc. | ▲ long | 2026-02-27 | +33.2% ✓ | ⎘ |
| Forensic | LASRNlight, Inc. | ▲ long | 2026-02-27 | -39.9% | ⎘ |
| Forensic | ALHCAlignment Healthcare, Inc. | ▲ long | 2026-02-27 | -71.9% | ⎘ |
| Forensic | ACHCAcadia Healthcare Company, Inc. | ▲ long | 2026-02-27 | +8.8% ✓ | ⎘ |
| Forensic | AAMIAcadian Asset Management Inc. | ▼ short | 2026-02-27 | -57.8% | ⎘ |
| Forensic | TENBTenable Holdings, Inc. | ▲ long | 2026-02-27 | +75.6% ✓ | ⎘ |
| Forensic | DORMDorman Products, Inc. | ▼ short | 2026-02-27 | +9.8% ✓ | ⎘ |
| Forensic | FHIFederated Hermes, Inc. | ▼ short | 2026-02-27 | +8.7% ✓ | ⎘ |
| Forensic | WTMWhite Mountains Insurance Group Ltd | ▼ short | 2026-02-27 | +21.2% ✓ | ⎘ |
| Forensic | LGNDLigand Pharmaceuticals Inc | ▼ short | 2026-02-27 | -37.7% | ⎘ |
| Forensic | RNGRingcentral, Inc. | ▲ long | 2026-02-27 | +105.7% ✓ | ⎘ |
| Forensic | JOBYJoby Aviation, Inc. | ▲ long | 2026-02-27 | -50.7% | ⎘ |
| Forensic | DUOLDuolingo, Inc. | ▼ short | 2026-02-27 | -31.7% | ⎘ |
| Forensic | COMPCompass, Inc. | ▲ long | 2026-02-27 | -18.9% | ⎘ |
| Forensic | TGTXTg Therapeutics, Inc. | ▼ short | 2026-02-27 | -73.3% | ⎘ |
| Forensic | GSATGlobalstar, Inc. | ▲ long | 2026-02-27 | +19.7% ✓ | ⎘ |
| Forensic | SOLVSolventum Corp | ▼ short | 2026-02-27 | -6.3% | ⎘ |
| Forensic | CGCarlyle Group Inc. | ▼ short | 2026-02-27 | +34.9% ✓ | ⎘ |
| Forensic | IPInternational Paper Co /New/ | ▲ long | 2026-02-27 | -28.7% | ⎘ |
| Forensic | CLSCelestica Inc | ▼ short | 2026-02-27 | -17.5% | ⎘ |
| Forensic | NTRANatera, Inc. | ▲ long | 2026-02-27 | +75% ✓ | ⎘ |
| Forensic | COLLCollegium Pharmaceutical, Inc | ▲ long | 2026-02-26 | -61.5% | ⎘ |
| Forensic | CBIOCrescent Biopharma, Inc. | ▲ long | 2026-02-26 | +2.6% ✓ | ⎘ |
| Forensic | IBTAIbotta, Inc. | ▲ long | 2026-02-26 | +44.1% ✓ | ⎘ |
| Forensic | CSTLCastle Biosciences Inc | ▲ long | 2026-02-26 | -2.8% | ⎘ |
| Forensic | CRAICra International, Inc. | ▼ short | 2026-02-26 | +14.5% ✓ | ⎘ |
| Forensic | ENOVEnovis Corp | ▲ long | 2026-02-26 | -40.5% | ⎘ |
| Forensic | TDOCTeladoc Health, Inc. | ▲ long | 2026-02-26 | +2.3% ✓ | ⎘ |
| Forensic | VYXNcr Voyix Corp | ▼ short | 2026-02-26 | +25.7% ✓ | ⎘ |
| Forensic | REALTherealreal, Inc. | ▲ long | 2026-02-26 | -38.4% | ⎘ |
| Forensic | FUNSix Flags Entertainment Corporation/New | ▲ long | 2026-02-26 | -40% | ⎘ |
| Forensic | WDWalker & Dunlop, Inc. | ▼ short | 2026-02-26 | +30.8% ✓ | ⎘ |
| Forensic | TMPTompkins Financial Corp | ▼ short | 2026-02-26 | -9.8% | ⎘ |
| Forensic | VISNVistance Networks, Inc. | ▼ short | 2026-02-26 | -17.9% | ⎘ |
| Forensic | NVAXNovavax Inc | ▼ short | 2026-02-26 | +18% ✓ | ⎘ |
| Forensic | SNDXSyndax Pharmaceuticals Inc | ▼ short | 2026-02-26 | +26.9% ✓ | ⎘ |
| Forensic | FTREFortrea Holdings Inc. | ▲ long | 2026-02-26 | +68.5% ✓ | ⎘ |
| Forensic | LINDLindblad Expeditions Holdings, Inc. | ▲ long | 2026-02-26 | +22.3% ✓ | ⎘ |
| Forensic | PRGOPerrigo Co Plc | ▲ long | 2026-02-26 | -7.8% | ⎘ |
| Forensic | RUNSunrun Inc. | ▼ short | 2026-02-26 | +71.4% ✓ | ⎘ |
| Forensic | BCRXBiocryst Pharmaceuticals Inc | ▲ long | 2026-02-26 | -3.8% | ⎘ |
| Forensic | AUPHAurinia Pharmaceuticals Inc. | ▼ short | 2026-02-26 | -5.1% | ⎘ |
| Forensic | NGVTIngevity Corp | ▲ long | 2026-02-26 | -10.5% | ⎘ |
| Forensic | NOGNorthern Oil & Gas, Inc. | ▲ long | 2026-02-26 | -20.7% | ⎘ |
| Forensic | WRBYWarby Parker Inc. | ▲ long | 2026-02-26 | -21.2% | ⎘ |
| Forensic | UUUUEnergy Fuels Inc | ▼ short | 2026-02-26 | +61.5% ✓ | ⎘ |
| Forensic | ACLSAxcelis Technologies Inc | ▼ short | 2026-02-26 | -29.4% | ⎘ |
| Forensic | SEZLSezzle Inc. | ▲ long | 2026-02-26 | +13.9% ✓ | ⎘ |
| Forensic | INDVIndivior Pharmaceuticals, Inc. | ▼ short | 2026-02-26 | +5.7% ✓ | ⎘ |
| Forensic | FCNFti Consulting, Inc | ▼ short | 2026-02-26 | +32.9% ✓ | ⎘ |
| Forensic | MCMoelis & Co | ▲ long | 2026-02-26 | -19.5% | ⎘ |
| Forensic | SONSonoco Products Co | ▼ short | 2026-02-26 | +19.8% ✓ | ⎘ |
| Forensic | ACADAcadia Pharmaceuticals Inc | ▼ short | 2026-02-26 | +9.1% ✓ | ⎘ |
| Forensic | PRMPerimeter Solutions, Inc. | ▲ long | 2026-02-26 | +8.1% ✓ | ⎘ |
| Forensic | QBTSD-Wave Quantum Inc. | ▲ long | 2026-02-26 | -28.8% | ⎘ |
| Forensic | POOLPool Corp | ▼ short | 2026-02-26 | +36.1% ✓ | ⎘ |
| Forensic | PJTPjt Partners Inc. | ▲ long | 2026-02-26 | -13.5% | ⎘ |
| Forensic | RYTMRhythm Pharmaceuticals, Inc. | ▲ long | 2026-02-26 | -12.1% | ⎘ |
| Forensic | CHRDChord Energy Corp | ▲ long | 2026-02-26 | +22.1% ✓ | ⎘ |
| Forensic | AAOIApplied Optoelectronics, Inc. | ▼ short | 2026-02-26 | -76% | ⎘ |
| Forensic | MPMp Materials Corp. / De | ▼ short | 2026-02-26 | +30.8% ✓ | ⎘ |
| Forensic | SMSm Energy Co | ▲ long | 2026-02-26 | +53.6% ✓ | ⎘ |
| Forensic | CYTKCytokinetics Inc | ▲ long | 2026-02-26 | -7.2% | ⎘ |
| Forensic | APAApa Corp | ▲ long | 2026-02-26 | +40% ✓ | ⎘ |
| Forensic | PRPermian Resources Corp | ▲ long | 2026-02-26 | +10.2% ✓ | ⎘ |
| Forensic | CQPCheniere Energy Partners, L.P. | ▼ short | 2026-02-26 | +3.7% ✓ | ⎘ |
| Forensic | NETCloudflare, Inc. | ▲ long | 2026-02-26 | +89.5% ✓ | ⎘ |
| Forensic | TTITetra Technologies Inc | ▲ long | 2026-02-25 | -58% | ⎘ |
| Forensic | SDGRSchrodinger, Inc. | ▲ long | 2026-02-25 | +136.1% ✓ | ⎘ |
| Forensic | INVAInnoviva, Inc. | ▼ short | 2026-02-25 | +28.1% ✓ | ⎘ |
| Forensic | RVLVRevolve Group, Inc. | ▼ short | 2026-02-25 | +26.6% ✓ | ⎘ |
| Forensic | AGLAgilon Health, Inc. | ▲ long | 2026-02-25 | +564.8% ✓ | ⎘ |
| Forensic | XNCRXencor Inc | ▼ short | 2026-02-25 | -90.9% | ⎘ |
| Forensic | ADMAAdma Biologics, Inc. | ▼ short | 2026-02-25 | +49.8% ✓ | ⎘ |
| Forensic | ECPGEncore Capital Group Inc | ▼ short | 2026-02-25 | -48% | ⎘ |
| Forensic | SEDGSolaredge Technologies, Inc. | ▲ long | 2026-02-25 | -33.1% | ⎘ |
| Forensic | GRBKGreen Brick Partners, Inc. | ▼ short | 2026-02-25 | +21.3% ✓ | ⎘ |
| Forensic | TALOTalos Energy Inc. | ▲ long | 2026-02-25 | +34.5% ✓ | ⎘ |
| Forensic | GEOGeo Group Inc | ▼ short | 2026-02-25 | -96.4% | ⎘ |
| Forensic | LIVNLivanova Plc | ▲ long | 2026-02-25 | -1.9% | ⎘ |
| Forensic | YOUClear Secure, Inc. | ▲ long | 2026-02-25 | -26.8% | ⎘ |
| Forensic | ECGEverus Construction Group, Inc. | ▼ short | 2026-02-25 | +23.3% ✓ | ⎘ |
| Forensic | ZETAZeta Global Holdings Corp. | ▲ long | 2026-02-25 | +55.3% ✓ | ⎘ |
| Forensic | LADLithia Motors Inc | ▼ short | 2026-02-25 | +1.1% ✓ | ⎘ |
| Forensic | PTGXProtagonist Therapeutics, Inc | ▲ long | 2026-02-25 | +47.6% ✓ | ⎘ |
| Forensic | OCOwens Corning | ▲ long | 2026-02-25 | -10.8% | ⎘ |
| Forensic | HASHasbro, Inc. | ▲ long | 2026-02-25 | -23.5% | ⎘ |
| Forensic | SUISun Communities Inc | ▼ short | 2026-02-25 | +25.4% ✓ | ⎘ |
| Forensic | SPGSimon Property Group Inc. | ▼ short | 2026-02-25 | +6.6% ✓ | ⎘ |
| Forensic | MELIMercadolibre Inc | ▲ long | 2026-02-25 | -9.9% | ⎘ |
| Forensic | BLKBlackrock, Inc. | ▼ short | 2026-02-25 | +13.1% ✓ | ⎘ |
| Forensic | AHCOAdapthealth Corp. | ▲ long | 2026-02-24 | -48.2% | ⎘ |
| Forensic | EVEREverquote, Inc. | ▼ short | 2026-02-24 | -1.2% | ⎘ |
| Forensic | DFHDream Finders Homes, Inc. | ▼ short | 2026-02-24 | +52% ✓ | ⎘ |
| Forensic | SHLSShoals Technologies Group, Inc. | ▼ short | 2026-02-24 | -0.2% | ⎘ |
| Forensic | HLITHarmonic Inc. | ▲ long | 2026-02-24 | -7.3% | ⎘ |
| Forensic | DMLPDorchester Minerals, L.P. | ▲ long | 2026-02-24 | +9.3% ✓ | ⎘ |
| Forensic | ATECAlphatec Holdings, Inc. | ▲ long | 2026-02-24 | -40.6% | ⎘ |
| Forensic | CNXNPc Connection Inc | ▼ short | 2026-02-24 | -35.5% | ⎘ |
| Forensic | HRMYHarmony Biosciences Holdings, Inc. | ▲ long | 2026-02-24 | +31% ✓ | ⎘ |
| Forensic | BEAMBeam Therapeutics Inc. | ▼ short | 2026-02-24 | +37.1% ✓ | ⎘ |
| Forensic | SPNTSiriuspoint Ltd | ▼ short | 2026-02-24 | -7.6% | ⎘ |
| Forensic | REZIResideo Technologies, Inc. | ▼ short | 2026-02-24 | +37.4% ✓ | ⎘ |
| Forensic | PAYPaymentus Holdings, Inc. | ▲ long | 2026-02-24 | +8.8% ✓ | ⎘ |
| Forensic | CIFRCipher Digital Inc. | ▲ long | 2026-02-24 | -5.4% | ⎘ |
| Forensic | PCORProcore Technologies, Inc. | ▲ long | 2026-02-24 | -12.2% | ⎘ |
| Forensic | BBIOBridgebio Pharma, Inc. | ▲ long | 2026-02-24 | -16.4% | ⎘ |
| Forensic | KDPKeurig Dr Pepper Inc. | ▼ short | 2026-02-24 | +8.6% ✓ | ⎘ |
| Forensic | MRKMerck & Co., Inc. | ▼ short | 2026-02-24 | -9.4% | ⎘ |
| Forensic | KTOSKratos Defense & Security Solutions, Inc. | ▼ short | 2026-02-23 | +64.5% ✓ | ⎘ |
| Forensic | GKOSGlaukos Corp | ▲ long | 2026-02-23 | +14.1% ✓ | ⎘ |
| Forensic | SMMTSummit Therapeutics Inc. | ▲ long | 2026-02-23 | -11.2% | ⎘ |
| Forensic | LPLALpl Financial Holdings Inc. | ▼ short | 2026-02-23 | +13.6% ✓ | ⎘ |
“In the signal’s favor”: shorts win when the stock falls vs SPY, longs when it rises. Median > mean because the few that go the wrong way move big. Not investment advice.
Across the whole cohort, here's what Analyst + Trader unlock —
- Every trade, every ticker — entry date, entry price, sizing, exit, realized P&L. The audit trail behind the headline number.
- Win rate, average P&L, biggest winner, ugliest loser, capital deployed per ticker. Stop wondering whether the +60% headline is one moonshot or a real pattern.
- Transcript receipts on every row — the exact quote, episode title, timestamp. Verify we didn't take the call out of context.
- Off-the-books table — commentary-only mentions that didn't meet our INITIATE rubric. The "honorable mentions" we deliberately don't count.
- Hot/cold streak analysis — was the edge real, or did wins just cluster? Drawdown stress test — what's the worst stretch you'd have had to hold through?
- BYOB — swap conservative / balanced / let-it-ride methodologies and watch the same host's numbers change under each lens.
- Everything in Analyst, plus:
- Market-state overlay — does this host outperform when markets are calm, when they panic, or both? Per-host breakdown across calm / normal / high-fear tape (so you can see whether the edge holds when it counts, or just in easy markets).
- Alerts when a host opens, trims, or closes a position — email, SMS, WhatsApp, webhook. Stop refreshing the page.
- Compound alert rules — "Chamath initiates a new position AND markets are high-fear AND it's an AI name" → fire. Build the exact setups you want to act on.
- CSV / API export of every ledger — bring it into your own spreadsheet or model.
- MCP server for Claude Desktop / Cursor / Claude Code (coming soon) — pull this data straight into your AI workflow and ask it questions.
- Real-time intraday quotes on open positions — see the host's current book move tick-by-tick during market hours.
Base-rate signals across many names, not predictions about any one. Actionability scores rank attention, not certainty. Generated 2026-09-24 03:03. Educational only. Not investment advice.