Author
@AlmaCap114204 AlmaCap114204
grade Ax.com/AlmaCap114204 ↗
Deep-research AI-memory and space thematic trader with conviction calls and disclosed positions
Posts original, supply-chain-grounded long theses and real-t
trader score
+0.12
hit rate
60%
mean α
+0.12%
signals 14d
15
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: 60% hit rate, +0.12% mean alpha, trader score +0.12. Their last-14d mentions, direction-adjusted, have moved -7.1% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-20 | TSLA | @AlmaCap114204 | +0.45 | Names Tesla and Chinese companies as likely robotics leaders. | +1.0% | tweet ↗ |
| 2026-08-19 | · | @AlmaCap114204 | · | Explains how QE-driven dollar debasement could support crypto by cheapening debt | · | tweet ↗ |
| 2026-08-19 | MSTR | @AlmaCap114204 | -0.35 | Rejects chasing MicroStrategy and says memory holdings remain preferable to a CoreWeave debasement trade | +22.1% | tweet ↗ |
| 2026-08-19 | CRWV | @AlmaCap114204 | +0.35 | Rejects chasing MicroStrategy and says memory holdings remain preferable to a CoreWeave debasement trade | -7.3% | tweet ↗ |
| 2026-08-19 | · | @AlmaCap114204 | · | Expresses extremely high conviction that memory stocks will outperform | · | tweet ↗ |
| 2026-08-19 | SNDK | @AlmaCap114204 | +0.75 | Bullish memory thesis expects EU AI capex to drive incremental demand into fixed supply | -5.3% | tweet ↗ |
| 2026-08-19 | SKHY | @AlmaCap114204 | +0.75 | Bullish memory thesis expects EU AI capex to drive incremental demand into fixed supply | · | tweet ↗ |
| 2026-08-19 | MU | @AlmaCap114204 | +0.75 | Bullish memory thesis expects EU AI capex to drive incremental demand into fixed supply | -0.5% | tweet ↗ |
| 2026-08-19 | · | @AlmaCap114204 | · | Expects management to raise shareholder returns above 50%, but the company is unstated. | · | tweet ↗ |
| 2026-08-19 | · | @AlmaCap114204 | · | Strongly favors memory-sector bulls over bears. | · | tweet ↗ |
| 2026-08-19 | · | @AlmaCap114204 | · | Expects rapid SK Hynix buyback execution and Samsung to follow. | · | tweet ↗ |
| 2026-08-18 | NET | @AlmaCap114204 | +0.75 | Buying growth companies and betting these holdings win over a one-year horizon. — Author explicitly buys the named growth companies with a one-year bullish horizon. | -0.5% | tweet ↗ |
| 2026-08-18 | DOCN | @AlmaCap114204 | +0.75 | Buying growth companies and betting these holdings win over a one-year horizon. — Author explicitly buys the named growth companies with a one-year bullish horizon. | -11.2% | tweet ↗ |
| 2026-08-18 | SMSD | @AlmaCap114204 | +0.75 | Buying growth companies and betting these holdings win over a one-year horizon. — Author explicitly buys the named growth companies with a one-year bullish horizon. | · | tweet ↗ |
| 2026-08-18 | KXIAY | @AlmaCap114204 | +0.75 | Buying growth companies and betting these holdings win over a one-year horizon. — Author explicitly buys the named growth companies with a one-year bullish horizon. | -11.2% | 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.