Author
@hataf_capital hataf_capital
grade Bx.com/hataf_capital ↗
Long-form AI-infra and GLP-1 fundamental analyst who weighs business quality against valuation
Publishes detailed, balanced single-stock fundamental theses
trader score
+1.50
hit rate
65%
mean α
+1.26%
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: 65% hit rate, +1.26% mean alpha, trader score +1.50. Their last-14d mentions, direction-adjusted, have moved -4.6% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | MU | @hataf_capital | +0.85 | Long-form bullish Micron thesis after Q3 beat, raised guide, contracts, and re-rating case. | -14.8% | tweet ↗ |
| 2026-06-29 | FCEL | @hataf_capital | +0.30 | Lists stocks moving on financing, partnerships, M&A, and expanded SandboxAQ access. | -5.7% | tweet ↗ |
| 2026-06-29 | GOOG | @hataf_capital | +0.20 | Lists stocks moving on financing, partnerships, M&A, and expanded SandboxAQ access. | +1.4% | tweet ↗ |
| 2026-06-29 | PLTR | @hataf_capital | +0.20 | Lists stocks moving on financing, partnerships, M&A, and expanded SandboxAQ access. | +11.8% | tweet ↗ |
| 2026-06-29 | RKLB | @hataf_capital | +0.30 | Lists stocks moving on financing, partnerships, M&A, and expanded SandboxAQ access. | +2.5% | tweet ↗ |
| 2026-06-29 | NKE | @hataf_capital | -0.30 | Nike at 12-year low into earnings with defensive July 2 options positioning. | +6.3% | tweet ↗ |
| 2026-06-26 | ON | @hataf_capital | -0.45 | Reports mixed futures and premarket declines for ON Semi and Quantum. | +0.6% | tweet ↗ |
| 2026-06-26 | QMCO | @hataf_capital | -0.35 | Reports mixed futures and premarket declines for ON Semi and Quantum. | -12.8% | tweet ↗ |
| 2026-06-26 | MSTR | @hataf_capital | -0.65 | Reports Strategy faces $13B+ unrealized bitcoin losses and large quarterly loss risk. | +22.4% | tweet ↗ |
| 2026-06-26 | MSTR | @hataf_capital | -0.90 | Says Strategy will go bust and take bitcoin down with it. | +22.4% | tweet ↗ |
| 2026-06-25 | MU | @hataf_capital | +0.00 | Links a visual explanation of Micron Q3 FY26 earnings report. | -19.6% | tweet ↗ |
| 2026-06-24 | MSTR | @hataf_capital | -0.75 | Argues MSTR lacks USD cash for obligations and must dilute or sell Bitcoin. | +7.1% | tweet ↗ |
| 2026-06-24 | MSTR | @hataf_capital | -0.75 | Argues MSTR lacks USD cash for obligations and must dilute or sell Bitcoin. | +7.1% | tweet ↗ |
| 2026-06-23 | AMD | @hataf_capital | +0.20 | Long MU thesis: memory supercycle, not selling before report and may add on a drop. | -0.4% | tweet ↗ |
| 2026-06-23 | NVDA | @hataf_capital | +0.20 | Long MU thesis: memory supercycle, not selling before report and may add on a drop. | -2.6% | 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.