Author
@JonahLupton JonahLupton
grade Ax.com/JonahLupton ↗
High-conviction growth PM modeling under-covered small/mid-cap compounders with real-time tickered calls
Builds and shares detailed multi-year fundamental models and
trader score
-0.30
hit rate
45%
mean α
-0.26%
signals 14d
35
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: 45% hit rate, -0.26% mean alpha, trader score -0.30. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 24 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @JonahLupton | · | Forecasts rapid growth in grey-market peptides and discloses ownership of two unnamed beneficiaries. | · | tweet ↗ |
| 2026-08-28 | AAOI | @JonahLupton | +0.95 | Discloses a roughly 15% position increase and a highly bullish multi-year AAOI revenue and price thesis. | — | tweet ↗ |
| 2026-08-27 | LITE | @JonahLupton | +0.80 | Discloses a long LITE position and cites the CEO's FY2028 EPS forecast and rising order book. | -6.4% | tweet ↗ |
| 2026-08-27 | NVDA | @JonahLupton | +0.85 | NVDA's next target is 236 after clearing resistance and the volume shelf. — Sets a forward $236 objective after NVDA clears technical resistance and a volume shelf. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @JonahLupton | +0.40 | Raymond James raises its NVIDIA price target to $515; the author argues shares remain substantially mispriced. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @JonahLupton | +0.90 | Forecasts $375-$450+ Nvidia value over roughly 18 months from earnings and valuation assumptions. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @JonahLupton | +0.95 | Calls Nvidia 40%-60% undervalued based on accelerating growth and low forward multiples. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @JonahLupton | +0.75 | Jensen Huang says AI demand is accelerating and Vera Rubin is in full production. | +3.8% | tweet ↗ |
| 2026-08-25 | INTU | @JonahLupton | -0.50 | Characterizes Intuit's newly reported guidance as weak and plans to inspect the earnings call. | +0.2% | tweet ↗ |
| 2026-08-25 | HROW | @JonahLupton | +0.85 | Discloses a fund long backed by a multi-year revenue, margin, EBITDA, and valuation thesis. | -9.8% | tweet ↗ |
| 2026-08-25 | APP | @JonahLupton | +0.80 | Argues APP is mispriced below 10x forecast EBITDA and likely to beat Q3 expectations. | +2.3% | tweet ↗ |
| 2026-08-24 | AAOI | @JonahLupton | +0.25 | Reports AAOI's $600M ATM offering and argues the dilution funds capacity for exceptional growth. | -1.3% | tweet ↗ |
| 2026-08-24 | APP | @JonahLupton | +0.50 | Shows alt-data growth above consensus for both names and cites APP support near $290. | +6.4% | tweet ↗ |
| 2026-08-24 | RDDT | @JonahLupton | +0.45 | Shows alt-data growth above consensus for both names and cites APP support near $290. | +0.2% | tweet ↗ |
| 2026-08-24 | SNDK | @JonahLupton | +0.35 | Reports correlated rebounds from 50% Fibonacci retracements across memory stocks. | -0.5% | 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.