Author
@ACapitalLP ACapitalLP
Anon special-situations PM trading HoldCo/SOTP and catalyst stubs with NAV math
Posts original event-driven and special-situations theses —
trader score
-0.51
hit rate
40%
mean α
-0.28%
signals 14d
54
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: 40% hit rate, -0.28% mean alpha, trader score -0.51. Their last-14d mentions, direction-adjusted, have moved -10.0% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MSOS | @ACapitalLP | -0.85 | Says smart money views MSOS as destined to become worthless. | +0.5% | tweet ↗ |
| 2026-10-15 | RIOT | @ACapitalLP | +0.00 | Expects CIFR's 23% relative underperformance to narrow after convertible-related flows normalize. | -19.2% | tweet ↗ |
| 2026-10-15 | CIFR | @ACapitalLP | +0.60 | Expects CIFR's 23% relative underperformance to narrow after convertible-related flows normalize. | -20.9% | tweet ↗ |
| 2026-10-15 | WULF | @ACapitalLP | +0.00 | Expects CIFR's 23% relative underperformance to narrow after convertible-related flows normalize. | -10.3% | tweet ↗ |
| 2026-10-15 | CORZ | @ACapitalLP | +0.00 | Expects CIFR's 23% relative underperformance to narrow after convertible-related flows normalize. | -9.4% | tweet ↗ |
| 2026-10-15 | KYIV | @ACapitalLP | +0.80 | Argues a Ukraine peace agreement would remove KYIV's war discount and accelerate growth. | · | tweet ↗ |
| 2026-10-15 | VSAT | @ACapitalLP | +0.20 | Highlights VSAT trading below $60, but the eye emoji leaves the precise stance mildly ambiguous. | -0.0% | tweet ↗ |
| 2026-10-14 | · | @ACapitalLP | · | Frames the market between systemic decline and policy-driven rebound catalysts. | · | tweet ↗ |
| 2026-10-14 | GLND | @ACapitalLP | +0.65 | Says GLND is uniquely positioned to benefit, though the referenced catalyst is absent. | · | tweet ↗ |
| 2026-10-14 | KYIV | @ACapitalLP | +0.70 | Argues peace could remove KYIV's war discount and accelerate free cash flow. | · | tweet ↗ |
| 2026-10-12 | FRMI | @ACapitalLP | -0.60 | The author calls FRMI highly sketchy. | -21.5% | tweet ↗ |
| 2026-10-12 | KYIV | @ACapitalLP | +0.00 | KYIV trading below $12 is highlighted without an explicit stance. | · | tweet ↗ |
| 2026-10-12 | CIFR | @ACapitalLP | +0.15 | Author points to CIFR below $14 but expresses uncertainty and no entry intent | -38.9% | tweet ↗ |
| 2026-10-12 | FSLR | @ACapitalLP | +0.00 | Ticker and unseen media provide no standalone stance | -4.3% | tweet ↗ |
| 2026-10-12 | AKER.NO | @ACapitalLP | +0.30 | Author suggests Aker's implied valuation exposure to Nscale appears cheap | · | tweet ↗ |
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.