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
-0.70
hit rate
40%
mean α
-0.45%
signals 14d
48
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: 40% hit rate, -0.45% mean alpha, trader score -0.70. Their last-14d mentions, direction-adjusted, have moved +0.5% since posting (mean over 45 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | WYFI | @Lazarus_Capital | -0.45 | Added to WYFI. — Explicitly adds to an existing WYFI position. | — | tweet ↗ |
| 2026-08-28 | IREN | @Lazarus_Capital | +0.21 | Facepalm reaction expresses negative surprise toward IREN, though the cause is unstated. | — | tweet ↗ |
| 2026-08-27 | IREN | @Lazarus_Capital | +0.18 | Finds IREN guidance and financing better than expected but remains deeply skeptical of execution and management. | -12.5% | tweet ↗ |
| 2026-08-27 | CRWV | @Lazarus_Capital | -0.06 | Finds IREN guidance and financing better than expected but remains deeply skeptical of execution and management. | -3.0% | tweet ↗ |
| 2026-08-21 | WYFI | @Lazarus_Capital | -0.24 | Projects ARR acceleration from $65M to $250M-$350M exit rates. | -14.3% | tweet ↗ |
| 2026-08-20 | · | @Lazarus_Capital | · | Questions data-center colocation economics due to maintenance capex and terminal-value dependence. | · | tweet ↗ |
| 2026-08-19 | NBIS | @Lazarus_Capital | +0.06 | Observes that NBIS has a heavier retail presence than IREN. | -6.6% | tweet ↗ |
| 2026-08-19 | IREN | @Lazarus_Capital | -0.00 | Observes that NBIS has a heavier retail presence than IREN. | -17.3% | tweet ↗ |
| 2026-08-19 | WYFI | @Lazarus_Capital | +0.39 | Questions WYFI's financing path and says its non-dilutive model fails without permanent financing. | -17.0% | tweet ↗ |
| 2026-08-19 | CRWV | @Lazarus_Capital | -0.18 | Views CRWV favorably because it appears to be avoiding dilution. | -7.3% | tweet ↗ |
| 2026-08-19 | NBIS | @Lazarus_Capital | -0.27 | Criticizes buying CRWV over NBIS because of CRWV's debt load. | -6.6% | tweet ↗ |
| 2026-08-19 | CRWV | @Lazarus_Capital | +0.39 | Criticizes buying CRWV over NBIS because of CRWV's debt load. | -7.3% | tweet ↗ |
| 2026-08-19 | CRWV | @Lazarus_Capital | +0.21 | Notes severe selling in CRWV by comparing it to a convertible-offering reaction. | -7.3% | tweet ↗ |
| 2026-08-19 | WYFI | @Lazarus_Capital | +0.21 | Jokes about avoiding the page refresh to pretend WYFI remains at $27. | -17.0% | tweet ↗ |
| 2026-08-19 | NBIS | @Lazarus_Capital | -0.33 | Contrasts weak WYFI performance with stronger NBIS performance. | -6.6% | 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.