Author
@HyperSharkk HyperSharkk
grade Bx.com/HyperSharkk ↗
Disciplined long-term AI-infrastructure thematic investor mapping supply-chain bottlenecks to under-owned beneficiaries
Writes long-form, ticker-rich bullish theses tracing the AI
trader score
-1.61
hit rate
35%
mean α
-0.99%
signals 14d
74
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: 35% hit rate, -0.99% mean alpha, trader score -1.61. Their last-14d mentions, direction-adjusted, have moved -9.4% since posting (mean over 56 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @HyperSharkk | · | Argues rising B300 rental prices and tight GPU supply show intact neocloud compute demand despite stock weakness. | · | tweet ↗ |
| 2026-10-16 | TSLA | @HyperSharkk | +0.45 | Enthusiastic reaction to Tesla flying-car media and Optimus driving it. | +4.9% | tweet ↗ |
| 2026-10-16 | SKHY | @HyperSharkk | +0.60 | Argues multiyear memory contracts, reserved capacity and rising HBM prices imply an unusually long memory cycle. | +0.4% | tweet ↗ |
| 2026-10-16 | GOOGL | @HyperSharkk | +0.10 | Argues multiyear memory contracts, reserved capacity and rising HBM prices imply an unusually long memory cycle. | -6.0% | tweet ↗ |
| 2026-10-15 | · | @HyperSharkk | · | Reports September PPI and core PPI far above estimates and warns rates may rise, hurting expensive growth stocks. | · | tweet ↗ |
| 2026-10-15 | · | @HyperSharkk | · | Discloses holding an unspecified stock since 2024 with high conviction. | · | tweet ↗ |
| 2026-10-14 | CIFR | @HyperSharkk | -0.45 | Argues neocloud valuations now depend on funded, live capacity and timely cash generation. | -20.1% | tweet ↗ |
| 2026-10-14 | WULF | @HyperSharkk | -0.45 | Argues neocloud valuations now depend on funded, live capacity and timely cash generation. | -1.9% | tweet ↗ |
| 2026-10-14 | NBIS | @HyperSharkk | -0.55 | Argues neocloud valuations now depend on funded, live capacity and timely cash generation. | -14.7% | tweet ↗ |
| 2026-10-14 | IREN | @HyperSharkk | -0.55 | Argues neocloud valuations now depend on funded, live capacity and timely cash generation. | -18.5% | tweet ↗ |
| 2026-10-14 | HUT | @HyperSharkk | -0.45 | Argues neocloud valuations now depend on funded, live capacity and timely cash generation. | -18.2% | tweet ↗ |
| 2026-10-14 | CRWV | @HyperSharkk | -0.65 | Argues neocloud valuations now depend on funded, live capacity and timely cash generation. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @HyperSharkk | · | Reiterates a macro framework that anticipated an October decline and says he saved cash to buy weakness. | · | tweet ↗ |
| 2026-10-13 | RKLB | @HyperSharkk | +0.70 | Discloses a 22% RKLB portfolio position bought at $3.80 and a long holding horizon. | -18.1% | tweet ↗ |
| 2026-10-13 | · | @HyperSharkk | · | Explains holding 30% cash for selloffs while continuing a planned DCA strategy. | · | 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.