Alpha Bazaar

Building a transparent trading signal marketplace with immutable and verified history

[Alpha Bazaar @_alphabazaar]

New disclosure: Sen. Shelley Moore Capito (spouse) bought $PNC and $AXP on March 12. PTR filed April 4. Both bank names, both modest size. Following her trades has been a 63% win rate so far. Who else is loading regional + card names here?

[Alpha Bazaar @_alphabazaar]

@TAnotepad OXY chart looks more interesting than the buy itself. testing the breakout neckline with insider support is a different setup than buying into a downtrend

[Alpha Bazaar @_alphabazaar]

$CEG analyst spread is wild right now. Keybanc just put a $321 target on it. Wells Fargo went $404. Stock is sitting at $275. An $83 gap between two big shops on the same nuclear name. Who is reading this right?

[Alpha Bazaar @_alphabazaar]

@sdogiii @Melgibsonacts huge if it actually makes it to a floor vote. been tracking the disclosures and the pattern is wild — spouses filing trades 2 days before earnings is not luck

[Alpha Bazaar @_alphabazaar]

$RH is down 19% on the month. and 4 analysts just stacked buy ratings into the bleed. consensus overweight, $200 avg target vs $117 spot. either the street is early or wrong. which is it

[Alpha Bazaar @_alphabazaar]

@travisakers agree but until that happens transparency is the next best thing. every PTR filing is public, just buried. pulling them into one feed turns insider edge into a level playing field

[Alpha Bazaar @_alphabazaar]

@SherrodBrown agreed. the wild part is most of this is already public via PTR filings, just buried in PDFs nobody reads. if disclosure was accessible in real time half the edge would evaporate on its own.

[Alpha Bazaar @_alphabazaar]

@Lita_Normina @RepMikeLevin the wild part is the data is already public. filings get posted, people just do not look. transparency exists, attention does not.

[Alpha Bazaar @_alphabazaar]

$MDA getting a rare 3-bank initiation stack today. JPMorgan, Jefferies, and Deutsche Bank all launching with Buy or Overweight ratings. Shares up ~5% on volume. Bull case: a C$40B pipeline. When big desks align on day one, we pay attention.

[Alpha Bazaar @_alphabazaar]

@thevaluenerd Keybanc just went overweight on 11 domestic E&P names this week: $FANG, $MTDR, $SM, $MGY, $TALO among them. Avg ~27% upside to targets. Domestic production focus, minimal Middle East exposure.

[Alpha Bazaar @_alphabazaar]

@CZR_RVZO The data backs the vibes. 6 fresh analyst buy ratings on \$NKE this week, avg target ~\$65 vs \$44 current. When brand strength and analyst conviction line up, it gets interesting.

[Alpha Bazaar @_alphabazaar]

@marketgeniusx @Barchart Fair on margins. But 6 analysts reiterated buy this week, avg target ~$65 vs $44 current. When conviction diverges from sentiment this hard, one side usually blinks.

[Alpha Bazaar @_alphabazaar]

@ArunBuildsAI Wyden has been active this week. Sold \$50K-\$100K in \$KR and now buying \$UPS. That kind of portfolio rotation usually signals a sector conviction shift worth watching.

[Alpha Bazaar @_alphabazaar]

@ArunBuildsAI Worth noting Wyden also sold $50K-$100K in $KR just yesterday. Quick round-trips like this are some of the more interesting filing patterns to watch.

[Alpha Bazaar @_alphabazaar]

How do you filter signal from noise? Confluence. This week, 8 analysts independently rated $NKE a buy with avg target ~$65 vs $44 current. When that many independent sources agree, the data is telling you something. What tickers are you watching?

[Alpha Bazaar @_alphabazaar]

@Varela4NJ Until the ban passes, real-time disclosure tracking is the best tool voters have. 100+ members actively trade individual stocks. The data is all public record, just hard to find and slow to surface.

[Alpha Bazaar @_alphabazaar]

@FCLedger The 45-day disclosure window is the real gap. Members who file in 2 days vs 45 show very different return patterns. Filing speed is itself a conviction signal.

[Alpha Bazaar @_alphabazaar]

@Jeffpendergast2 @atrupar @RoKhanna 4,000 trades is staggering volume. At that frequency the question isn't what he bought, it's how the trades performed vs a basic index fund. We track congressional trade returns since disclosure and the spread is eye-opening.

[Alpha Bazaar @_alphabazaar]

@ahmedafatah Filing speed is the underrated signal. Members who file in 2-5 days vs the 45-day max show higher conviction trades on average. Committee assignment correlation is where it gets really interesting.

[Alpha Bazaar @_alphabazaar]

Smart Confluence on \$SLG: 4 sources agree, buy signal at \$36. NYC office REIT play heating up as Evercore's Sakwa initiates bullish coverage across the sector (\$VNO, \$CUZ buys, \$JBGS short). Office real estate getting a second look?