@cperruna cperruna
Disciplined long-only stage-analyst who owns quality mega-cap compounders for the long haul
Posts long-term, transparent buy/hold/trim calls on large-ca
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 40% hit rate, -1.28% mean alpha, trader score -2.06. Their last-14d mentions, direction-adjusted, have moved -2.4% since posting (mean over 31 mentions with price data).
cperruna is mostly chart- and valuation-driven this week: holding RDDT, disclosing an underwater ELF position, and repeatedly flagging TTD as a severe laggard still trapped in stage 4. The distinctive read is less sector-specific and more process-oriented: avoid overvalued broken leaders, respect the 200d moving average, and favor names building bases. No explicit directional trade calls or news breaks appeared in the payload.
The author is concentrated on chart discipline: bearish on broken stage 4 growth leaders like TTD and ADBE while still holding RDDT and ELF. There are no explicit adds, trims, exits, or CALL_DIRECTIONAL trades in the payload, so position activity is limited to disclosed holds or unclear status updates. Pump-risk is most relevant around repeated RDDT position attention and repeated TTD downside focus, though signal count is small.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | V | @cperruna | +0.35 | Says Visa and Mastercard are running. | — | tweet ↗ |
| 2026-07-02 | MA | @cperruna | +0.35 | Says Visa and Mastercard are running. | — | tweet ↗ |
| 2026-07-02 | V | @cperruna | +0.45 | Dismisses claims Visa and Mastercard are dead as laughable. | — | tweet ↗ |
| 2026-07-02 | MA | @cperruna | +0.45 | Dismisses claims Visa and Mastercard are dead as laughable. | — | tweet ↗ |
| 2026-07-02 | BTC | @cperruna | +0.65 | Says Bitcoin reigns supreme over scam cryptos after Trump crypto losses. | · | tweet ↗ |
| 2026-07-01 | RDDT | @cperruna | +0.50 | Reports RDDT is up 40% since prior mention. | -1.6% | tweet ↗ |
| 2026-07-01 | META | @cperruna | -0.20 | Reports performance since March post for RDDT, PINS, META, and SNAP. | -4.9% | tweet ↗ |
| 2026-07-01 | PINS | @cperruna | +0.25 | Reports performance since March post for RDDT, PINS, META, and SNAP. | +0.8% | tweet ↗ |
| 2026-07-01 | RDDT | @cperruna | +0.60 | Reports performance since March post for RDDT, PINS, META, and SNAP. | -1.6% | tweet ↗ |
| 2026-07-01 | SNAP | @cperruna | -0.30 | Reports performance since March post for RDDT, PINS, META, and SNAP. | +1.9% | tweet ↗ |
| 2026-07-01 | RDDT | @cperruna | +0.50 | Reports RDDT up 20% and SNAP down 20% since prior post. | -1.6% | tweet ↗ |
| 2026-07-01 | SNAP | @cperruna | -0.50 | Reports RDDT up 20% and SNAP down 20% since prior post. | +1.9% | tweet ↗ |
| 2026-07-01 | META | @cperruna | +0.35 | Asks if META can recover 200DMA and discloses holding shares. | -4.9% | tweet ↗ |
| 2026-07-01 | ELF | @cperruna | +0.40 | Notes ELF is up 62% off lows and says still holding shares. | -3.0% | tweet ↗ |
| 2026-07-01 | RDDT | @cperruna | +0.45 | Says RDDT reclaimed 200DMA and is building right side of base; holding shares. | -1.6% | 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.