Author
@duedillengence duedillengence
grade Ax.com/duedillengence ↗
Transparent bottom-up small-cap analyst dissecting critical-minerals plays and dilutive deal mechanics
Posts original, position-disclosed fundamental theses and sk
trader score
-0.40
hit rate
36%
mean α
-1.24%
signals 14d
3
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 11 scored bets: 36% hit rate, -1.24% mean alpha, trader score -0.40. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 1 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | NVDA | @duedillengence | -0.65 | Criticizes a projected 25% of next-year revenue as circular financing | +3.8% | tweet ↗ |
| 2026-08-26 | TH | @duedillengence | +0.80 | Highlights a four-year contract with strong revenue, EBITDA, and capital-efficiency economics | · | tweet ↗ |
| 2026-08-21 | TH | @duedillengence | +0.35 | Says TH solves an unspecified problem, requiring thread context. | · | 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.