Called $QQQ bearish on Mar 26, 2025: $QQQ fell 13% over the next 12 days.
View call →
Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund manager
Cite asCryptoQuant has tracked the directional calls on EWY by @TommyThornton on X since Jan 2025: not yet scored on EWY (as of Nov 11, 2026).
1 EWY call on record, a thin history.
Relative view by default: fewer than 30 EWY calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @TommyThornton to submit corrections.
Called $QQQ bearish on Mar 26, 2025: $QQQ fell 13% over the next 12 days.
View call →Hover the chart to read the thesis of that period · click a day to pin it
I haven't posted on Substack in a while as I've been busy. $SNDK positioning - it was sort of obvious https://t.co/o0YY7IeJKh
View original →$CRWV is now down after hours. It was a binary earnings report. 16% implied move will cap downside and upside. The obnoxious bulls and bears will likely be recording Substack videos declaring either "not an extinction" or "the end is near". I don't care either way.
View original →Looking at the $CRWV bull and bear case in the next Hedge Fund Telemetry note. Out within an hour on our new site. Take a free trial.
View original →The most important stock reporting this week is Coreweave, with the primary concern/hope being whether they can show that they are a viable company and can pay their debts. A binary report. Live or die? no position
View original →$TTD huge beat. +27% after hours. Glad I got back in long recently after last quarter's mess.
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