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@jpinsights (JP Insights) — market takes & track record · SpikePanel

@jpinsights · JP Insights

I write about the boring stuff behind AI. Longer analysis available on my Substack. NFA

24.9K followers · credibility 82 · Verified record: 20/55 calls beat the market over 5-day holds, avg excess -1.1% vs SPY.

Recently discussing

$SK · 1 mentions
$NOK · 25 mentions
$AVGO · 49 mentions
$MRVL · 16 mentions
$GOOGL · 6 mentions
$CRDO · 26 mentions
$LITE · 17 mentions
$GOOG · 4 mentions
$NBIS · 13 mentions
$IREN · 8 mentions
$VRT · 54 mentions
$ALAB · 23 mentions

Per-ticker record

$VRT: 4/7 beat the market
$AVGO: 1/5 beat the market (small sample)
$NVDA: 1/4 beat the market (small sample)
$NOK: 0/4 beat the market (small sample)
$MU: 0/4 beat the market (small sample)
$AAOI: 1/3 beat the market (small sample)
$ETN: 2/2 beat the market (small sample)
$SANM: 1/2 beat the market (small sample)

Market voices · Market feed · SpikePanel