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
+0.70
hit rate
45%
mean α
+1.06%
signals 14d
35
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: 45% hit rate, +1.06% mean alpha, trader score +0.70. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 24 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @accounting_ds | · | Long-form mindset about surviving stock-picking drawdowns and letting theses play out. | · | tweet ↗ |
| 2026-07-02 | AIRJ | @accounting_ds | +0.65 | Likes AIRJ here personally — Explicitly says he likes AIRJ here and references fundamentals aligning with prior press release. | — | tweet ↗ |
| 2026-07-02 | IREN | @accounting_ds | +0.35 | Cites IREN up 13% YTD and 800% from April 2025 lows while questioning bearish sentiment. | — | tweet ↗ |
| 2026-07-02 | ORCL | @accounting_ds | +0.55 | ORCL is a buy under $150; holding out for $120-130 — Calls ORCL an obvious buy under $150 but prefers $120-130 entry due to customer concentration. | — | tweet ↗ |
| 2026-07-02 | AIRJ | @accounting_ds | +0.00 | Points to AIRJ June review and Nexus data center paper analysis without visible thesis text. | — | tweet ↗ |
| 2026-07-01 | META | @accounting_ds | +0.10 | Questions AI infra selloff and says META is harder to evaluate, not simply bearish for AI infra. | -4.9% | tweet ↗ |
| 2026-07-01 | AIRJ | @accounting_ds | +0.70 | Says AIRJ will price in good news this month and chart looks sublime. | -6.8% | tweet ↗ |
| 2026-06-30 | · | @accounting_ds | · | Bearish/cautious take on nuclear sector despite market near highs. | · | tweet ↗ |
| 2026-06-30 | AIRJ | @accounting_ds | +0.55 | Promotes fundamental research thesis on AIRJ via papers and videos. | -12.8% | tweet ↗ |
| 2026-06-30 | AIRJ | @accounting_ds | +0.75 | Not selling a single share here — Explicit decision to hold all shares and not sell high-quality winner. | -12.8% | tweet ↗ |
| 2026-06-29 | AIRJ | @accounting_ds | +0.55 | Detailed bullish regulatory timeline thesis for AIRJ/Nexus self-powered data center permit. | +5.0% | tweet ↗ |
| 2026-06-28 | HOOD | @accounting_ds | -0.55 | Says HOOD is not a serious brokerage and criticizes gamification. | +14.2% | tweet ↗ |
| 2026-06-28 | AIRJ | @accounting_ds | +0.35 | Author released a detailed AIRJ deep dive paper. | +5.9% | tweet ↗ |
| 2026-06-26 | NVDA | @accounting_ds | -0.45 | Criticizes NVDA data center indirect water burden and says companies will be exposed. | +1.2% | tweet ↗ |
| 2026-06-25 | IREN | @accounting_ds | +0.35 | Says IREN holders should judge pipeline realization, not retail reaction to news. | -18.7% | 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.