Author
@CapstackCapital CapstackCapital
grade Bx.com/CapstackCapital ↗
Bottom-up microcap industrial sleuth riding the data-center power bottleneck
Original fundamental analysis of small/mid-cap industrial co
trader score
-2.04
hit rate
30%
mean α
-1.35%
signals 14d
60
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, -1.35% mean alpha, trader score -2.04. Their last-14d mentions, direction-adjusted, have moved +6.8% since posting (mean over 37 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @CapstackCapital | · | Says valuation is too cheap and wishes for capital to load up, but ticker context is absent. | · | tweet ↗ |
| 2026-07-02 | NNBR | @CapstackCapital | +0.55 | Long thesis on NNBR PIPE as net-positive despite dilution, tied to pref takeout and growth. | — | tweet ↗ |
| 2026-07-01 | AP | @CapstackCapital | +0.65 | Would load up on AP shares here with extra capital — Author says they would happily load up on AP shares here if they had $100k. | · | tweet ↗ |
| 2026-07-01 | AP | @CapstackCapital | +0.65 | Calls AP pullback a really good buying opportunity but lacks actual entry intent. | · | tweet ↗ |
| 2026-07-01 | OESX | @CapstackCapital | +0.65 | Says OESX is worth watching with AI data center orders, cheap valuation and FY26 growth. | · | tweet ↗ |
| 2026-06-30 | AVGO | @CapstackCapital | -0.20 | Reports Samueli dumped AVGO shares to fund UCLA NIL. | -4.6% | tweet ↗ |
| 2026-06-29 | HONA | @CapstackCapital | +0.35 | Calls HONA a classic industrial compounder. | · | tweet ↗ |
| 2026-06-29 | CVGI | @CapstackCapital | -0.10 | Says NNBR execution is spectacular and could grow out of capital structure issues. | · | tweet ↗ |
| 2026-06-29 | NNBR | @CapstackCapital | +0.70 | Says NNBR execution is spectacular and could grow out of capital structure issues. | -3.6% | tweet ↗ |
| 2026-06-29 | NNBR | @CapstackCapital | +0.35 | References another holder staying long through NNBR decline. | -3.6% | tweet ↗ |
| 2026-06-29 | NNBR | @CapstackCapital | +0.40 | Says he has been posting on NNBR since January and did a company update. | -3.6% | tweet ↗ |
| 2026-06-29 | BOSC | @CapstackCapital | +0.35 | Says BOSC has potential, was owned and sold earlier, may get back in eventually. | · | tweet ↗ |
| 2026-06-29 | CCSI | @CapstackCapital | +0.20 | Lists stocks up for the author, highlighting NNBR and software. | · | tweet ↗ |
| 2026-06-29 | NNBR | @CapstackCapital | +0.30 | Lists stocks up for the author, highlighting NNBR and software. | -3.6% | tweet ↗ |
| 2026-06-29 | NTSK | @CapstackCapital | +0.20 | Lists stocks up for the author, highlighting NNBR and software. | · | 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.