Author
@CorneliaLake CorneliaLake
Deep special-situations PM dissecting alt-managers, healthcare, and litigation catalysts
Posts original fundamental and event-driven theses, framing
trader score
+0.18
hit rate
50%
mean α
+0.15%
signals 14d
61
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: 50% hit rate, +0.15% mean alpha, trader score +0.18. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 26 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | TLT | @CorneliaLake | +0.55 | Calls a near-term bottom in long-duration Treasuries after Warsh's remarks. | — | tweet ↗ |
| 2026-08-28 | SOLS | @CorneliaLake | -0.80 | Calls for replacing the CEO and board due to strategic mistrust. | — | tweet ↗ |
| 2026-08-27 | IGV | @CorneliaLake | +0.55 | Mockingly highlights the pain of being short software while heavily long AI on a strong software day. | -0.7% | tweet ↗ |
| 2026-08-26 | NBIS | @CorneliaLake | +0.00 | Quantifies extraordinary upward Nvidia EBIT forecast revisions and notes lower future gross-margin assumptions. | -2.2% | tweet ↗ |
| 2026-08-26 | NVDA | @CorneliaLake | +0.30 | Quantifies extraordinary upward Nvidia EBIT forecast revisions and notes lower future gross-margin assumptions. | +3.8% | tweet ↗ |
| 2026-08-26 | CRWV | @CorneliaLake | +0.00 | Quantifies extraordinary upward Nvidia EBIT forecast revisions and notes lower future gross-margin assumptions. | -4.3% | tweet ↗ |
| 2026-08-25 | REAX | @CorneliaLake | +0.35 | Reports that REAX's prior pro-rate-gate losses have been fully recovered. | · | tweet ↗ |
| 2026-08-25 | · | @CorneliaLake | · | Satirical pseudo-scoop links an IRGC demotion to two days of lower rates and oil. | · | tweet ↗ |
| 2026-08-24 | REAX | @CorneliaLake | +0.60 | Thesis says MLS support should help REAX contain COMP and notes REAX rejects private listings. | · | tweet ↗ |
| 2026-08-24 | COMP | @CorneliaLake | -0.40 | Thesis says MLS support should help REAX contain COMP and notes REAX rejects private listings. | · | tweet ↗ |
| 2026-08-24 | RMAX | @CorneliaLake | +0.15 | Discloses REAX as the quarter's featured trade and explains merger-arbitrage selling expected to clear. | · | tweet ↗ |
| 2026-08-24 | REAX | @CorneliaLake | +0.78 | Discloses REAX as the quarter's featured trade and explains merger-arbitrage selling expected to clear. | · | tweet ↗ |
| 2026-08-23 | SPCE | @CorneliaLake | +0.10 | Recaps historical SPAC performance and argues buyers had ample profitable exit liquidity. | -4.5% | tweet ↗ |
| 2026-08-23 | OPEN | @CorneliaLake | +0.10 | Recaps historical SPAC performance and argues buyers had ample profitable exit liquidity. | -6.8% | tweet ↗ |
| 2026-08-23 | SOFI | @CorneliaLake | +0.20 | Recaps historical SPAC performance and argues buyers had ample profitable exit liquidity. | -4.5% | 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.