Author
@Lazarus_Capital Lazarus_Capital
grade Ax.com/Lazarus_Capital ↗
Anon AI-infra specialist who models neocloud unit economics ticker-by-ticker
Builds bottom-up financial models (GPU capex, MW utilization
trader score
+0.67
hit rate
55%
mean α
+1.18%
signals 14d
62
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: 55% hit rate, +1.18% mean alpha, trader score +0.67. Their last-14d mentions, direction-adjusted, have moved +3.1% since posting (mean over 55 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NODE | @Lazarus_Capital | +0.33 | Mocks NODE management for promoting potential Russian deals while shares struggle. | · | tweet ↗ |
| 2026-10-16 | CRWV | @Lazarus_Capital | -0.45 | Explicitly states a bullish view on CRWV. | -11.7% | tweet ↗ |
| 2026-10-16 | CRWV | @Lazarus_Capital | -0.24 | Notes the timing of CRWV beginning a sharp rise. | -11.7% | tweet ↗ |
| 2026-10-15 | WYFI | @Lazarus_Capital | +0.42 | Says WYFI may not survive if the AI trade fails and questions terminal values. | -23.3% | tweet ↗ |
| 2026-10-15 | WYFI | @Lazarus_Capital | +0.45 | Says WYFI's model depends on difficult NC1 financing for a non-investment-grade tenant. | -23.3% | tweet ↗ |
| 2026-10-15 | WULF | @Lazarus_Capital | -0.24 | Celebrates all named neocloud stocks closing green. | -10.3% | tweet ↗ |
| 2026-10-15 | IREN | @Lazarus_Capital | -0.24 | Celebrates all named neocloud stocks closing green. | -18.0% | tweet ↗ |
| 2026-10-15 | NCLD | @Lazarus_Capital | -0.24 | Celebrates all named neocloud stocks closing green. | · | tweet ↗ |
| 2026-10-15 | CRWV | @Lazarus_Capital | -0.24 | Celebrates all named neocloud stocks closing green. | -22.2% | tweet ↗ |
| 2026-10-15 | WULF | @Lazarus_Capital | -0.30 | Reports a 23% move in WULF. | -10.3% | tweet ↗ |
| 2026-10-15 | · | @Lazarus_Capital | · | Strongly asserts the market bottom is not yet in. | · | tweet ↗ |
| 2026-10-15 | CRWV | @Lazarus_Capital | -0.27 | Regrets not acting on CRWV while acknowledging irrational bullish price action. | -22.2% | tweet ↗ |
| 2026-10-15 | WULF | @Lazarus_Capital | -0.33 | Reports WULF up more than 17% from the day's low. | -10.3% | tweet ↗ |
| 2026-10-15 | WULF | @Lazarus_Capital | +0.27 | Questions WULF's terminal value and customers' incentive to remain after leases expire. | -10.3% | tweet ↗ |
| 2026-10-15 | NCLD | @Lazarus_Capital | -0.00 | States the author did not buy the dip and only complained about it. | · | 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.