Author
@FeroceResearch FeroceResearch
grade Cx.com/FeroceResearch ↗
High-conviction AI-memory and metals thematic caller with explicit ticker'd targets
Builds and evangelizes a coherent AI-infrastructure bottlene
trader score
+1.70
hit rate
80%
mean α
+1.90%
signals 14d
174
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: 80% hit rate, +1.90% mean alpha, trader score +1.70. Their last-14d mentions, direction-adjusted, have moved -5.0% since posting (mean over 119 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @FeroceResearch | · | Says portfolio has been reallocated to focus on the next six months. | · | tweet ↗ |
| 2026-07-02 | MU | @FeroceResearch | +0.10 | Discloses holding three names and that Micron position has changed. | — | tweet ↗ |
| 2026-07-02 | · | @FeroceResearch | · | Mentions allocating a portfolio after a month of market moves. | · | tweet ↗ |
| 2026-07-02 | FCEL | @FeroceResearch | +0.35 | Says no position in industry but prefers energy over neoclouds and likes FCEL/BE. | — | tweet ↗ |
| 2026-07-02 | BE | @FeroceResearch | +0.35 | Says no position in industry but prefers energy over neoclouds and likes FCEL/BE. | — | tweet ↗ |
| 2026-07-02 | · | @FeroceResearch | · | Commentary on risks of thematic investing without specific ticker. | · | tweet ↗ |
| 2026-07-02 | · | @FeroceResearch | · | Notes unnamed stocks are trading at 52-week highs and prices not seen since 2021. | · | tweet ↗ |
| 2026-07-02 | · | @FeroceResearch | · | Broad endorsement of thematic investing with bias control. | · | tweet ↗ |
| 2026-07-02 | DDOG | @FeroceResearch | +0.15 | Asks for DDOG customer and operating profits chart, implying data-backed analysis. | — | tweet ↗ |
| 2026-07-02 | AAOI | @FeroceResearch | -0.45 | AAOI is down 50% in six weeks and author mocks buyers becoming long-term investors at $70. | — | tweet ↗ |
| 2026-07-02 | META | @FeroceResearch | -0.20 | Warns neocloud stocks can get worse quickly, naming NBIS and IREN. | — | tweet ↗ |
| 2026-07-02 | IREN | @FeroceResearch | -0.55 | Warns neocloud stocks can get worse quickly, naming NBIS and IREN. | — | tweet ↗ |
| 2026-07-02 | NBIS | @FeroceResearch | -0.55 | Warns neocloud stocks can get worse quickly, naming NBIS and IREN. | — | tweet ↗ |
| 2026-07-02 | · | @FeroceResearch | · | 150/oz by Jan; 15% lower from ATHs by end of August. — Forward price target for an unnamed metal with January and August horizons. | · | tweet ↗ |
| 2026-07-02 | · | @FeroceResearch | · | Calls a broad rotation into metals. | · | 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.