Author

@beach_trades beach_trades

Early microcap theme-finder mapping space, nuclear and power baskets via partner networks

Real-time long-only momentum trader who surfaces under-follo

trader score
-0.04
hit rate
55%
mean α
-0.03%
signals 14d
212

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, -0.03% mean alpha, trader score -0.04. Their last-14d mentions, direction-adjusted, have moved -2.9% since posting (mean over 88 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28LXU@beach_trades+0.30Discloses holding LXU and expresses a bullish food-inflation view.·
2026-08-28·@beach_trades·Describes a themeless tape and broad sector weakness.·
2026-08-28·@beach_trades·Notes setups rapidly turning into destructive breakdowns.·
2026-08-28·@beach_trades·Characterizes current tape as poor while hoping weakness is seasonal.·
2026-08-28·@beach_trades·Criticizes algorithmic correlation across unrelated stocks and sectors.·
2026-08-28FTEK@beach_trades+0.30Reports FTEK is active, hiring, and apparently seeking expansion.·
2026-08-28·@beach_trades·Argues Hormuz fertilizer disruption creates food inflation risk.·
2026-08-28WEAT@beach_trades+0.35Points to wheat strength as the reason for interest in RKDA.
2026-08-28RKDA@beach_trades+0.35Points to wheat strength as the reason for interest in RKDA.·
2026-08-28TUNGF@beach_trades+0.50Argues American Tungsten is discounted despite near-term U.S. production status.·
2026-08-28TUNG.NE@beach_trades+0.50Argues American Tungsten is discounted despite near-term U.S. production status.·
2026-08-28FTEK@beach_trades+0.20Flags a $13.8M data-center option tied to FTEK.·
2026-08-27FAC@beach_trades+0.15Links FAC to the commercial-drone theme but supplies no independent thesis.·
2026-08-27FAC@beach_trades+0.35Expresses a positive hunch on FAC and notes limited crowding.·
2026-08-27AMPL@beach_trades-0.30Says the author was shaken out of AMPL, describing a completed adverse trade outcome.+0.1%

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.