Author
@BlackPantherCap BlackPantherCap
Transparent perma-bull on overlooked AI-infrastructure small-caps with tickered, targeted conviction calls
Builds and openly discloses a concentrated long-term portfol
trader score
-2.26
hit rate
30%
mean α
-0.88%
signals 14d
148
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: 30% hit rate, -0.88% mean alpha, trader score -2.26. Their last-14d mentions, direction-adjusted, have moved -6.5% since posting (mean over 127 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | ASTS | @BlackPantherCap | +0.35 | Calls near-term AI sentiment difficult but argues these emerging names remain early. | — | tweet ↗ |
| 2026-08-28 | NBIS | @BlackPantherCap | +0.35 | Calls near-term AI sentiment difficult but argues these emerging names remain early. | — | tweet ↗ |
| 2026-08-28 | SPCX | @BlackPantherCap | +0.10 | Calls near-term AI sentiment difficult but argues these emerging names remain early. | · | tweet ↗ |
| 2026-08-28 | RKLB | @BlackPantherCap | +0.35 | Calls near-term AI sentiment difficult but argues these emerging names remain early. | — | tweet ↗ |
| 2026-08-28 | ONDS | @BlackPantherCap | +0.35 | Calls near-term AI sentiment difficult but argues these emerging names remain early. | — | tweet ↗ |
| 2026-08-28 | IREN | @BlackPantherCap | +0.35 | Calls near-term AI sentiment difficult but argues these emerging names remain early. | — | tweet ↗ |
| 2026-08-28 | NBIS | @BlackPantherCap | -0.45 | Interprets Warsh as hawkish and argues higher rates threaten long-duration AI names. | — | tweet ↗ |
| 2026-08-28 | ASTS | @BlackPantherCap | -0.45 | Interprets Warsh as hawkish and argues higher rates threaten long-duration AI names. | — | tweet ↗ |
| 2026-08-28 | RKLB | @BlackPantherCap | -0.45 | Interprets Warsh as hawkish and argues higher rates threaten long-duration AI names. | — | tweet ↗ |
| 2026-08-28 | CIFR | @BlackPantherCap | -0.45 | Interprets Warsh as hawkish and argues higher rates threaten long-duration AI names. | — | tweet ↗ |
| 2026-08-28 | ONDS | @BlackPantherCap | -0.45 | Interprets Warsh as hawkish and argues higher rates threaten long-duration AI names. | — | tweet ↗ |
| 2026-08-28 | IREN | @BlackPantherCap | -0.45 | Interprets Warsh as hawkish and argues higher rates threaten long-duration AI names. | — | tweet ↗ |
| 2026-08-28 | IREN | @BlackPantherCap | +0.35 | Argues IREN may meet capex needs without additional equity beyond its ATM. | — | tweet ↗ |
| 2026-08-27 | MSFT | @BlackPantherCap | +0.40 | BofA survey supports a bullish growth and AI framework but warns low cash leaves positioning crowded. | +1.7% | tweet ↗ |
| 2026-08-27 | NVDA | @BlackPantherCap | +0.45 | BofA survey supports a bullish growth and AI framework but warns low cash leaves positioning crowded. | -4.6% | 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.