Author

@Geiger_Capital Geiger_Capital

Perma-bull macro/thematic synthesizer fusing politics, AI-compute, and LatAm regime trades

Pseudonymous trader/commentator running a paid newsletter wh

trader score
-0.64
hit rate
44%
mean α
-0.56%
signals 14d
67

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 18 scored bets: 44% hit rate, -0.56% mean alpha, trader score -0.64. Their last-14d mentions, direction-adjusted, have moved +4.9% since posting (mean over 14 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@Geiger_Capital·Mockingly contrasts Warsh's rate-hike warning with an apparently resilient market.·
2026-08-28·@Geiger_Capital·Predicts August's hawkish rhetoric will not result in a September policy action.·
2026-08-28·@Geiger_Capital·Reports September rate-hike odds at 50%.·
2026-08-28·@Geiger_Capital·Views Warsh's hawkish inflation rhetoric as a substitute for an actual September hike.·
2026-08-27·@Geiger_Capital·Hyperbolic Jackson Hole anticipation framed as generationally consequential.·
2026-08-27·@Geiger_Capital·Challenges bearishness by pointing to companies gaining roughly half a trillion dollars in a day.·
2026-08-27NVDA@Geiger_Capital+0.70NVDA added $500B in one day, exceeding Intel's stated $480B total valuation.-4.6%
2026-08-27INTC@Geiger_Capital+0.00NVDA added $500B in one day, exceeding Intel's stated $480B total valuation.-2.8%
2026-08-27PURR@Geiger_Capital+0.60Reports Hyperliquid at a new all-time high with bullish framing and tags PURR.-9.5%
2026-08-26NVDA@Geiger_Capital+0.50Nvidia's CFO says revenue will grow about 70% in fiscal 2028.+3.8%
2026-08-26NVDA@Geiger_Capital+0.90Enthusiastically praises Nvidia's latest result.+3.8%
2026-08-26NVDA@Geiger_Capital+0.65Reports Nvidia exceeded $1B in revenue per day for the first time.+3.8%
2026-08-26NVDA@Geiger_Capital+0.80Reports an Nvidia double beat and reacts very bullishly.+3.8%
2026-08-26NVDA@Geiger_Capital-0.45Hyperbolically warns an Nvidia earnings miss would cause a severe market decline.+3.8%
2026-08-26·@Geiger_Capital·Reports the Strategic Petroleum Reserve below 300M barrels, near its minimum and a 40-year low.·

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.