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
+2.70
hit rate
70%
mean α
+4.75%
signals 14d
137
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: 70% hit rate, +4.75% mean alpha, trader score +2.70. Their last-14d mentions, direction-adjusted, have moved -8.4% since posting (mean over 106 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | IREN | @BlackPantherCap | +0.75 | Added more IREN yesterday at $38 and expects recovery. — Long thesis on IREN comp package FUD, buildout, peer context and disclosed added shares at $38. | — | tweet ↗ |
| 2026-07-03 | TE | @BlackPantherCap | +0.10 | Added more IREN yesterday at $38 and expects recovery. — Long thesis on IREN comp package FUD, buildout, peer context and disclosed added shares at $38. | — | tweet ↗ |
| 2026-07-03 | NBIS | @BlackPantherCap | +0.35 | Added more IREN yesterday at $38 and expects recovery. — Long thesis on IREN comp package FUD, buildout, peer context and disclosed added shares at $38. | — | tweet ↗ |
| 2026-07-02 | IREN | @BlackPantherCap | +0.75 | Says everyone will become bulls on IREN and real believers will be known. | — | tweet ↗ |
| 2026-07-02 | ONDS | @BlackPantherCap | +0.75 | Can add every month for the next 12 months to IREN, NBIS, ONDS, AAOI, OUST. — Author says they can add monthly for next 12 months across listed names. | — | tweet ↗ |
| 2026-07-02 | IREN | @BlackPantherCap | +0.80 | Can add every month for the next 12 months to IREN, NBIS, ONDS, AAOI, OUST. — Author says they can add monthly for next 12 months across listed names. | — | tweet ↗ |
| 2026-07-02 | OUST | @BlackPantherCap | +0.75 | Can add every month for the next 12 months to IREN, NBIS, ONDS, AAOI, OUST. — Author says they can add monthly for next 12 months across listed names. | — | tweet ↗ |
| 2026-07-02 | AAOI | @BlackPantherCap | +0.75 | Can add every month for the next 12 months to IREN, NBIS, ONDS, AAOI, OUST. — Author says they can add monthly for next 12 months across listed names. | — | tweet ↗ |
| 2026-07-02 | NBIS | @BlackPantherCap | +0.75 | Can add every month for the next 12 months to IREN, NBIS, ONDS, AAOI, OUST. — Author says they can add monthly for next 12 months across listed names. | — | tweet ↗ |
| 2026-07-02 | · | @BlackPantherCap | · | Advises coming back in July 2027 but no tickers are in the standalone tweet. | · | tweet ↗ |
| 2026-07-02 | IREN | @BlackPantherCap | +0.35 | Frames selloff as rotation, not AI crash; cites jobs, indices, chips and valuation risk. | — | tweet ↗ |
| 2026-07-02 | QQQ | @BlackPantherCap | +0.00 | Frames selloff as rotation, not AI crash; cites jobs, indices, chips and valuation risk. | — | tweet ↗ |
| 2026-07-02 | OUST | @BlackPantherCap | +0.25 | Frames selloff as rotation, not AI crash; cites jobs, indices, chips and valuation risk. | — | tweet ↗ |
| 2026-07-02 | ASTS | @BlackPantherCap | +0.25 | Frames selloff as rotation, not AI crash; cites jobs, indices, chips and valuation risk. | — | tweet ↗ |
| 2026-07-02 | SPY | @BlackPantherCap | +0.15 | Frames selloff as rotation, not AI crash; cites jobs, indices, chips and valuation risk. | — | 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.