Author
@cperruna cperruna
grade Bx.com/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
trader score
-0.20
hit rate
45%
mean α
-0.11%
signals 14d
101
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: 45% hit rate, -0.11% mean alpha, trader score -0.20. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 49 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRWV | @cperruna | +0.20 | Reports CRWV fund sponsorship rising 500% year over year while disclaiming price prediction. | — | tweet ↗ |
| 2026-08-28 | MSFT | @cperruna | +0.35 | Discloses continued MSFT share ownership and notes a 48% rise from the June low. | — | tweet ↗ |
| 2026-08-28 | NVDA | @cperruna | +0.25 | Terse taunt toward Burry implies opposition to a bearish NVDA view. | — | tweet ↗ |
| 2026-08-28 | RBRK | @cperruna | -0.25 | Reports RBRK at 95.81, down 10.5% after earnings and nearing a previously marked zone. | — | tweet ↗ |
| 2026-08-28 | IREN | @cperruna | -0.35 | Reports IREN down 10.7% today and roughly 50% from its June high. | — | tweet ↗ |
| 2026-08-28 | PYPL | @cperruna | -0.25 | Estimates another investor's PYPL position is down 20-25%. | — | tweet ↗ |
| 2026-08-28 | PYPL | @cperruna | -0.65 | Reports the Advent-Stripe consortium dropped its PayPal pursuit and shares fell 15% premarket. | — | tweet ↗ |
| 2026-08-27 | NOW | @cperruna | +0.70 | Pullbacks toward the 200DMA are accumulation opportunities — 明确将回调至200日均线视为增持机会，并判断进入持续上涨阶段。 | +4.5% | tweet ↗ |
| 2026-08-27 | IREN | @cperruna | +0.00 | 报告IREN当日发布财报，并明确无持仓。 | -12.5% | tweet ↗ |
| 2026-08-26 | · | @cperruna | · | Discloses that unspecified coins have been held in cold storage for years. | · | tweet ↗ |
| 2026-08-26 | CRWV | @cperruna | +0.35 | Compares CRWV's 25-quarter revenue scale favorably with major clouds while noting no profit yet. | -4.3% | tweet ↗ |
| 2026-08-26 | · | @cperruna | · | Lists the five themes receiving the largest ETF flows in 2026. | · | tweet ↗ |
| 2026-08-26 | RBRK | @cperruna | +0.05 | Flags tomorrow's earnings and a watch area near the 200-day moving average. | -3.2% | tweet ↗ |
| 2026-08-26 | NKE | @cperruna | -0.65 | NKE is making new lows after falling 76% from its five-year high. | +2.6% | tweet ↗ |
| 2026-08-26 | META | @cperruna | +0.70 | Large revenue, income, liquidity and user figures support a strongly favorable META assessment. | +0.3% | 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.