Author
@accounting_ds accounting_ds
grade Cx.com/accounting_ds ↗
Concentrated AI-compute bull doing real structural homework on under-followed small caps
Posts original bottom-up theses and real-time, position-disc
trader score
+1.05
hit rate
55%
mean α
+0.81%
signals 14d
20
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: 55% hit rate, +0.81% mean alpha, trader score +1.05. Their last-14d mentions, direction-adjusted, have moved -5.2% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AAPL | @accounting_ds | +0.15 | Discloses a new MCD position and plans to average in over time. | — | tweet ↗ |
| 2026-08-28 | MCD | @accounting_ds | +0.75 | Discloses a new MCD position and plans to average in over time. | — | tweet ↗ |
| 2026-08-25 | · | @accounting_ds | · | Framework on research, sizing, thesis discipline, exits and indexing for portfolio construction. | · | tweet ↗ |
| 2026-08-25 | · | @accounting_ds | · | Argues data-center water constraints require location-specific analysis rather than national averages. | · | tweet ↗ |
| 2026-08-24 | · | @accounting_ds | · | Argues Treasury actions can lower yields and borrowing costs despite limited Fed flexibility. | · | tweet ↗ |
| 2026-08-24 | WULF | @accounting_ds | +0.55 | Praises WULF's business execution while distinguishing it from stock performance. | -0.8% | tweet ↗ |
| 2026-08-21 | · | @accounting_ds | · | Long-horizon bullish AI-HPC landlord thesis paired with fixed-income diversification. | · | tweet ↗ |
| 2026-08-20 | · | @accounting_ds | · | Argues Treasury buybacks alter duration but do not expand money or constitute QE. | · | tweet ↗ |
| 2026-08-20 | · | @accounting_ds | · | Details Pennsylvania's data-center tax exemption and a House vote to repeal it. | · | tweet ↗ |
| 2026-08-18 | AMZN | @accounting_ds | -0.30 | Reports Pennsylvania removed Amazon’s site from Fast Track and imposed own-power requirements. | +2.7% | tweet ↗ |
| 2026-08-18 | CIFR | @accounting_ds | +0.75 | Calls CIFR and WULF best-in-class bargains after an indiscriminate selloff. | -5.7% | tweet ↗ |
| 2026-08-18 | WULF | @accounting_ds | +0.80 | Calls CIFR and WULF best-in-class bargains after an indiscriminate selloff. | -1.7% | tweet ↗ |
| 2026-08-17 | 6326.T | @accounting_ds | +0.40 | Discloses a large AIRJ trim while presenting a balanced but constructive Q2 thesis | · | tweet ↗ |
| 2026-08-17 | CARR | @accounting_ds | +0.05 | Discloses a large AIRJ trim while presenting a balanced but constructive Q2 thesis | -6.0% | tweet ↗ |
| 2026-08-17 | AIRJ | @accounting_ds | +0.35 | Discloses a large AIRJ trim while presenting a balanced but constructive Q2 thesis | · | 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.