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
+0.53
hit rate
35%
mean α
+0.49%
signals 14d
18
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: 35% hit rate, +0.49% mean alpha, trader score +0.53. Their last-14d mentions, direction-adjusted, have moved +4.8% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | IGV | @crowdturtle | +0.45 | Asks bullish SaaS with IGV cashtag, implying positive sector sentiment. | — | tweet ↗ |
| 2026-07-01 | RDDT | @crowdturtle | +0.35 | Notes RDDT is flying and speculates a licensing deal may have leaked. | -1.6% | tweet ↗ |
| 2026-06-30 | · | @crowdturtle | · | Building a thesis on beneficiaries of a trillion always-on AI agents and agentic rails. | · | tweet ↗ |
| 2026-06-29 | NRP | @crowdturtle | -0.35 | Asks to be convinced to buy more but says outlook feels bleak. | · | tweet ↗ |
| 2026-06-29 | SNAP | @crowdturtle | -0.55 | Criticizes SNAP executive stock compensation as excessive. | +9.5% | tweet ↗ |
| 2026-06-29 | EVC | @crowdturtle | +0.25 | Brief positive reaction to EVC, but stance lacks detail. | -3.2% | tweet ↗ |
| 2026-06-29 | META | @crowdturtle | -0.15 | Interest in Mag 7 is caveated by expectation they may sell off through year-end. | +3.6% | tweet ↗ |
| 2026-06-29 | AMZN | @crowdturtle | -0.15 | Interest in Mag 7 is caveated by expectation they may sell off through year-end. | +1.1% | tweet ↗ |
| 2026-06-25 | CRM | @crowdturtle | +0.20 | Raises question whether billions of agents will drive SaaS usage. | +10.6% | tweet ↗ |
| 2026-06-25 | IGV | @crowdturtle | +0.20 | Raises question whether billions of agents will drive SaaS usage. | +10.4% | tweet ↗ |
| 2026-06-25 | NOW | @crowdturtle | +0.20 | Raises question whether billions of agents will drive SaaS usage. | +18.8% | tweet ↗ |
| 2026-06-25 | ADBE | @crowdturtle | +0.20 | Raises question whether billions of agents will drive SaaS usage. | +13.6% | tweet ↗ |
| 2026-06-24 | NOW | @crowdturtle | +0.10 | Likes NOW story but questions whether agent orchestration layer moat is real. | +13.3% | tweet ↗ |
| 2026-06-24 | ZD | @crowdturtle | +0.25 | Calls ZD situation fascinating without detailed stance. | · | tweet ↗ |
| 2026-06-23 | ZD | @crowdturtle | +0.45 | Compares ZD to PBI turnaround with buybacks and capital allocation. | · | 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.