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
+0.46
hit rate
50%
mean α
+0.23%
signals 14d
28
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: 50% hit rate, +0.23% mean alpha, trader score +0.46. Their last-14d mentions, direction-adjusted, have moved -12.5% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | MU | @JonahLupton | +0.65 | Argues 2027 memory-company revenue estimates are too low and highlights SK Hynix's extremely low forward valuation. | -5.8% | tweet ↗ |
| 2026-10-15 | 000660.KS | @JonahLupton | +0.80 | Argues 2027 memory-company revenue estimates are too low and highlights SK Hynix's extremely low forward valuation. | — | tweet ↗ |
| 2026-10-15 | 005930.KS | @JonahLupton | +0.65 | Argues 2027 memory-company revenue estimates are too low and highlights SK Hynix's extremely low forward valuation. | — | tweet ↗ |
| 2026-10-15 | NBIS | @JonahLupton | +0.85 | Forecasts an NBIS earnings beat, ARR raise and strong 2027 revenue, with a probable bounce near the low $160s. | -15.7% | tweet ↗ |
| 2026-10-15 | CRWV | @JonahLupton | -0.15 | Forecasts an NBIS earnings beat, ARR raise and strong 2027 revenue, with a probable bounce near the low $160s. | -22.2% | tweet ↗ |
| 2026-10-14 | 402340.KS | @JonahLupton | +0.90 | Calls SK Square exceptionally undervalued based on earnings, holdings, dividends, and buybacks. | · | tweet ↗ |
| 2026-10-14 | · | @JonahLupton | · | Argues AI-infrastructure stocks are severely undervalued against 2027–2028 capex estimates. | · | tweet ↗ |
| 2026-10-13 | DELL | @JonahLupton | +0.00 | Argues Dell's potential $100–150 billion memory spend could benefit SK Hynix. | -20.3% | tweet ↗ |
| 2026-10-13 | SKHY | @JonahLupton | +0.55 | Argues Dell's potential $100–150 billion memory spend could benefit SK Hynix. | -12.8% | tweet ↗ |
| 2026-10-13 | CXMT | @JonahLupton | +0.35 | Summarizes Macquarie analysis portraying CXMT as filling Chinese demand rather than disrupting global DRAM. | · | tweet ↗ |
| 2026-10-13 | SPY | @JonahLupton | -0.20 | Documents weak market breadth despite SPY and QQQ remaining near all-time highs. | -2.3% | tweet ↗ |
| 2026-10-13 | QQQ | @JonahLupton | -0.20 | Documents weak market breadth despite SPY and QQQ remaining near all-time highs. | -5.3% | tweet ↗ |
| 2026-10-13 | NBIS | @JonahLupton | +0.70 | Argues NBIS is inexpensive and likely to beat sell-side revenue estimates by 20–30%. | -23.3% | tweet ↗ |
| 2026-10-13 | CXMT | @JonahLupton | +0.00 | Reports that Macquarie has initiated coverage on CXMT, without stating a rating or target. | · | tweet ↗ |
| 2026-10-09 | HIMS | @JonahLupton | +0.65 | Discloses fund positions and gives a detailed bullish growth and valuation thesis. | -10.4% | 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.