Author
@crowdturtle crowdturtle
grade Cx.com/crowdturtle ↗
Thoughtful anon stock-picker probing AI's second-order impact on software incumbents
Posts mostly reply-thread analysis building bull and bear ca
trader score
+0.47
hit rate
65%
mean α
+0.29%
signals 14d
12
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 17 scored bets: 65% hit rate, +0.29% mean alpha, trader score +0.47. Their last-14d mentions, direction-adjusted, have moved +3.2% since posting (mean over 2 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @crowdturtle | · | Argues AI-related leverage is crowding capital out of other opportunities. | · | tweet ↗ |
| 2026-10-14 | · | @crowdturtle | · | Declares the market finished after a limit-down move, but the asset is unspecified. | · | tweet ↗ |
| 2026-10-14 | NEAR | @crowdturtle | -0.35 | Cannot justify NEAR's valuation or agentic-layer thesis despite extensive research. | +0.2% | tweet ↗ |
| 2026-10-13 | · | @crowdturtle | · | Questions whether parallel AI-model spending is wastefully duplicated | · | tweet ↗ |
| 2026-10-13 | · | @crowdturtle | · | Expects AI-stack commoditization unless firms sustain heavy frontier capex | · | tweet ↗ |
| 2026-10-11 | · | @crowdturtle | · | Frames AI disruption as an adaptation opportunity for mathematicians. | · | tweet ↗ |
| 2026-10-06 | PBI | @crowdturtle | +0.80 | Recaps PBI rising from about $4 to $16 over two years. | · | tweet ↗ |
| 2026-10-04 | GEOD | @crowdturtle | +0.30 | Recommends checking out GEOD as another related opportunity. | · | tweet ↗ |
| 2026-10-04 | GEOD | @crowdturtle | +0.40 | Discloses ownership of both GRASS and GEOD and notes similar positive traction. | · | tweet ↗ |
| 2026-10-04 | GRASS | @crowdturtle | +0.40 | Discloses ownership of both GRASS and GEOD and notes similar positive traction. | · | tweet ↗ |
| 2026-10-03 | · | @crowdturtle | · | Calls an unidentified token potentially the most undervalued public AI-security asset. | · | tweet ↗ |
| 2026-10-03 | NET | @crowdturtle | -0.20 | Says tracked x402 activity has not yet shown an inflection despite accelerating agentic use. | -6.7% | 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.