Author

@_Sgr_A_Star

Profile mirrors show detailed stock-relevant work on $HIMS revenue modeling, $IREN short interest, analyst targets, GPU/ARR assumptions, and AI-compute names like $CRWV/$ORCL; audi

trader score
-2.15
hit rate
25%
mean α
-2.12%
signals 14d
17

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 25% hit rate, -2.12% mean alpha, trader score -2.15. Their last-14d mentions, direction-adjusted, have moved -16.0% since posting (mean over 13 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-23IREN@_Sgr_A_Star+0.45Argues GPU and compute contract lifecycles are increasing; IREN data supports longer terms.-29.1%
2026-06-21IREN@_Sgr_A_Star+0.30Says data does not suggest GPU deliveries are a problem for IREN.-35.3%
2026-06-21IREN@_Sgr_A_Star+0.45Suggests IREN should guide year-end ARR targets and beat guidance upward.-35.3%
2026-06-21NBIS@_Sgr_A_Star+0.00Suggests IREN should guide year-end ARR targets and beat guidance upward.-24.8%
2026-06-21·@_Sgr_A_Star·Mentions current fair value near 90 and 2027 roadmap tripling ARR/EBITDA but no ticker in text.·
2026-06-21·@_Sgr_A_Star·Corrects EOY target and ARR allocation but no ticker in standalone text.·
2026-06-20·@_Sgr_A_Star·Lists Childress capacity tranches and Sweetwater disclosed size, but no ticker.·
2026-06-20IREN@_Sgr_A_Star-0.05Speculates Canal Flats pushout may relate to Canada AI initiatives but odds under 50%.-35.3%
2026-06-20·@_Sgr_A_Star·States preference for EV/EBITDA multiple and use of 12x.·
2026-06-20IREN@_Sgr_A_Star+0.90Bullish IREN ARR roadmap projects GPU ramp to $13.07B ARR by EOY 2027.-35.3%
2026-06-20NVDA@_Sgr_A_Star+0.00Bullish IREN ARR roadmap projects GPU ramp to $13.07B ARR by EOY 2027.-7.5%
2026-06-20MSFT@_Sgr_A_Star+0.00Bullish IREN ARR roadmap projects GPU ramp to $13.07B ARR by EOY 2027.+2.9%
2026-06-19CRWV@_Sgr_A_Star+0.45Says NVIDIA GPU spot rental rates remain strong near 52-week highs; AI bubble has not burst.-30.7%
2026-06-19ORCL@_Sgr_A_Star+0.35Says NVIDIA GPU spot rental rates remain strong near 52-week highs; AI bubble has not burst.-23.9%
2026-06-19IREN@_Sgr_A_Star+0.45Says NVIDIA GPU spot rental rates remain strong near 52-week highs; AI bubble has not burst.-35.3%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.