Author
@CorneliaLake CorneliaLake
Deep special-situations PM dissecting alt-managers, healthcare, and litigation catalysts
Posts original fundamental and event-driven theses, framing
trader score
+0.07
hit rate
40%
mean α
+0.04%
signals 14d
111
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: 40% hit rate, +0.04% mean alpha, trader score +0.07. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 64 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @CorneliaLake | · | Describes extreme weekly outperformance by low-volatility and value factors. | · | tweet ↗ |
| 2026-10-16 | · | @CorneliaLake | · | Suggests part of the historic rates move may reflect forced positioning after a risk-limit breach. | · | tweet ↗ |
| 2026-10-16 | CIFR | @CorneliaLake | -0.40 | Compares the neocloud and HPC capex theme with SunEdison's 2012-2016 collapse. | -11.6% | tweet ↗ |
| 2026-10-16 | APLD | @CorneliaLake | -0.40 | Compares the neocloud and HPC capex theme with SunEdison's 2012-2016 collapse. | +1.1% | tweet ↗ |
| 2026-10-16 | NBIS | @CorneliaLake | -0.40 | Compares the neocloud and HPC capex theme with SunEdison's 2012-2016 collapse. | -4.1% | tweet ↗ |
| 2026-10-16 | IREN | @CorneliaLake | -0.40 | Compares the neocloud and HPC capex theme with SunEdison's 2012-2016 collapse. | -7.7% | tweet ↗ |
| 2026-10-16 | HUT | @CorneliaLake | -0.40 | Compares the neocloud and HPC capex theme with SunEdison's 2012-2016 collapse. | -9.6% | tweet ↗ |
| 2026-10-16 | CRWV | @CorneliaLake | -0.40 | Compares the neocloud and HPC capex theme with SunEdison's 2012-2016 collapse. | -11.7% | tweet ↗ |
| 2026-10-16 | SPY | @CorneliaLake | +0.00 | Analyzes TE's beta and argues SMH should outperform it during declines, while accepting TE's fundamental bear case. | -0.4% | tweet ↗ |
| 2026-10-16 | TE | @CorneliaLake | -0.50 | Analyzes TE's beta and argues SMH should outperform it during declines, while accepting TE's fundamental bear case. | -12.6% | tweet ↗ |
| 2026-10-16 | NCLD | @CorneliaLake | +0.00 | Analyzes TE's beta and argues SMH should outperform it during declines, while accepting TE's fundamental bear case. | · | tweet ↗ |
| 2026-10-16 | SMH | @CorneliaLake | +0.50 | Analyzes TE's beta and argues SMH should outperform it during declines, while accepting TE's fundamental bear case. | -2.3% | tweet ↗ |
| 2026-10-16 | · | @CorneliaLake | · | Reports riding an unnamed stock from $5 to above $9 and making seven figures. | · | tweet ↗ |
| 2026-10-15 | · | @CorneliaLake | · | Describes multi-manager stress during a downturn but says the disruption will pass. | · | tweet ↗ |
| 2026-10-15 | QQQ | @CorneliaLake | +0.60 | States QQQ delivered a sixfold return over a decade versus another strategy's 300%. | -3.2% | 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.