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
+1.17
hit rate
65%
mean α
+1.37%
signals 14d
126
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: 65% hit rate, +1.37% mean alpha, trader score +1.17. Their last-14d mentions, direction-adjusted, have moved -5.9% since posting (mean over 74 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @AlmaCap114204 | · | Calls an extended long-term agreement bullish due to earnings visibility and a low valuation. | · | tweet ↗ |
| 2026-10-15 | · | @AlmaCap114204 | · | Argues a fund liquidation marks the end of forced selling and should reduce market pressure. | · | tweet ↗ |
| 2026-10-15 | DRAM | @AlmaCap114204 | +0.80 | Explicitly describes recent memory-sector news as highly bullish. | — | tweet ↗ |
| 2026-10-15 | · | @AlmaCap114204 | · | Expresses a broad anti-bear, bullish market stance without identifying an asset. | · | tweet ↗ |
| 2026-10-15 | · | @AlmaCap114204 | · | Quantifies a fund's apparent leverage and questions whether a large drawdown could cause a blowup. | · | tweet ↗ |
| 2026-10-15 | · | @AlmaCap114204 | · | Warns about leveraged funds while expecting speculative traders to react aggressively. | · | tweet ↗ |
| 2026-10-15 | · | @AlmaCap114204 | · | Argues satellite manufacturing, rather than launch availability, is the constraint through 2027. | · | tweet ↗ |
| 2026-10-15 | GOOGL | @AlmaCap114204 | +0.20 | Reports that Samsung and Google are working together on glasses. | -8.3% | tweet ↗ |
| 2026-10-15 | 005930.KS | @AlmaCap114204 | +0.55 | Outlines how Samsung could deploy large cash generation across memory, robotics, foundry and buybacks. | — | tweet ↗ |
| 2026-10-15 | SKHY | @AlmaCap114204 | +0.45 | Discloses rotating among SK-related memory holdings and Samsung preferred shares over recent months. | -6.2% | tweet ↗ |
| 2026-10-15 | 005930.KS | @AlmaCap114204 | +0.45 | Discloses rotating among SK-related memory holdings and Samsung preferred shares over recent months. | — | tweet ↗ |
| 2026-10-15 | · | @AlmaCap114204 | · | Says satellite manufacturing capacity is a more important bottleneck than launch availability. | · | tweet ↗ |
| 2026-10-15 | · | @AlmaCap114204 | · | Characterizes October's bearish move as a bear trap, implying a bullish reversal. | · | tweet ↗ |
| 2026-10-15 | · | @AlmaCap114204 | · | Frames AI winners around distribution, infrastructure ownership, cash generation and device ecosystems. | · | tweet ↗ |
| 2026-10-15 | NVDA | @AlmaCap114204 | +0.55 | Expects a V-shaped market recovery over coming weeks, citing Nvidia's model and lower yields. | -2.9% | 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.