Author
@Divergent7651 Divergent7651
grade Ax.com/Divergent7651 ↗
Cerebral long-only analyst weaving capital-cycle macro into bottom-up value theses
Posts deep, multi-factor fundamental theses and forward buy
trader score
+1.84
hit rate
70%
mean α
+1.09%
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: 70% hit rate, +1.09% mean alpha, trader score +1.84. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | TPL | @Divergent7651 | +0.55 | TPL IR says West Texas expansion responds to hyperscaler demand and complements legacy acreage. | -1.4% | tweet ↗ |
| 2026-08-26 | WEN | @Divergent7651 | +0.40 | Argues Trian could still bid for Wendy's if a lower price restores deal economics. | -8.5% | tweet ↗ |
| 2026-08-26 | DOMO | @Divergent7651 | +0.60 | Use DOMO Jan. 21, 2028 $5 calls for asymmetric upside from two transactions. — Presents a specific forward call-option structure around asset-sale and NOL-monetization outcomes. | · | tweet ↗ |
| 2026-08-25 | FRMI | @Divergent7651 | -0.55 | Argues Texas Tech captures layered economics while Fermi bears financing and construction risk. | -16.8% | tweet ↗ |
| 2026-08-24 | HI.V | @Divergent7651 | +0.35 | Reports a scheduled vote on nearly $45 million in grants benefiting Copperwood Resources. | · | tweet ↗ |
| 2026-08-23 | CMSG | @Divergent7651 | +0.65 | Values CMSG at a 23% NAV discount with 29.8% upside before other assets or further BTC accumulation. | · | tweet ↗ |
| 2026-08-23 | TPL | @Divergent7651 | +0.45 | New local reporting supports the theory that TPL acquired land intended for a pending data-center project. | -5.0% | tweet ↗ |
| 2026-08-22 | CRT | @Divergent7651 | -0.10 | Investigating trust documents and unexplained purchases, implying uncertainty about CRT. | · | tweet ↗ |
| 2026-08-21 | · | @Divergent7651 | · | Author argues companies with beloved IP could revive classic products because demand likely exists. | · | tweet ↗ |
| 2026-08-19 | · | @Divergent7651 | · | Frames data-center development as a land-value boom for Texas owners and counties. | · | tweet ↗ |
| 2026-08-19 | DOMO | @Divergent7651 | +0.70 | Long Jan. 2028 DOMO $5 calls as an asymmetric event-driven wager. — Presents a forward DOMO call-option thesis with defined strike, expiry, premium and catalysts. | · | tweet ↗ |
| 2026-08-19 | META | @Divergent7651 | +0.40 | Implies META can survive litigation and still deliver strong long-term returns. | +5.9% | tweet ↗ |
| 2026-08-19 | · | @Divergent7651 | · | Reports Australian national debt approaching $1 trillion with a negative fiscal view. | · | tweet ↗ |
| 2026-08-17 | TPL | @Divergent7651 | +0.00 | Previews a speculative DOMO idea with positive skew and asymmetric upside. | +1.0% | tweet ↗ |
| 2026-08-17 | DOMO | @Divergent7651 | +0.55 | Previews a speculative DOMO idea with positive skew and asymmetric upside. | · | 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.