https://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
accuracy score 46.9 on MSTR over 80 MSTR calls · 388 days of data · rank 20 of 22 MSTR analysts (top 90.9%) · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 80 directional calls on MSTR by @dampedspring on X since Aug 2025: ranked #20 of 22 analysts scored on MSTR by accuracy (as of Nov 11, 2026).
Other assets covered (19)
Relative view by default: Andy Constan leans one way on 100% of days, so a softer or opposite tone stands out against their usual stance.
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 @dampedspring to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Credit guys. When a company says the public debt markets are closed to us so instead we will count on forward client revenue and loans to fund growth. Is it right to assume the loans are from banks or shadow banks and are NOT covenant lite or more likely secured? $CRWV. Interesting spin of bravado when can markets close to an issuer
View original →I was a dick for a tick and missed shorting $PURR and $HYPE But now that Purr is down 30% and HYPE is down 25% in less than two weeks The opportunity is buying the dip. I'll likely be a dick for a tick on this side too. https://t.co/6OtonQbWPB
View original →Tough Year for Beta. 60/40 and SPY had large drawdowns along the way and only 8% YTD return. but my balanced beta has been sideways for a while (Green line.) https://t.co/zkUh45dJQi
View original →$NVDA has a $235BN authorized buyback program and IS buying back stock and "reloading". Why would they "support" the stock when they are a buyer instead of buying cheaper. Isn't screwing the sellers GOOD for the shareholders vs rewarding the sellers with an elevated price. https://t.co/zFuYWoi3GM
View original →This worked because of calling the bottom in bonds. Now it's working because of spy. Bonds are boring at current levels https://t.co/ySkuIL0B5c
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