Author
@Midnight_Captl Midnight_Captl
grade Bx.com/Midnight_Captl ↗
Long-only AI-compute bull who reasons mechanistically about the semi supply chain
Posts original fundamental theses and real-time position dis
trader score
+0.13
hit rate
45%
mean α
+0.05%
signals 14d
37
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, +0.05% mean alpha, trader score +0.13. Their last-14d mentions, direction-adjusted, have moved +0.6% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @Midnight_Captl | +0.85 | Raises the author's NVDA growth estimate to 80% and forecasts materially higher cash returns, dividends and buybacks. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Midnight_Captl | +0.65 | Rejects political-risk concerns as justification for NVDA's 4% decline and emphasizes its economic importance. | — | tweet ↗ |
| 2026-08-28 | AAPL | @Midnight_Captl | +0.10 | Argues NVDA's roughly 12x forward earnings multiple is too low by comparison with Apple's prior valuation. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Midnight_Captl | +0.70 | Argues NVDA's roughly 12x forward earnings multiple is too low by comparison with Apple's prior valuation. | — | tweet ↗ |
| 2026-08-27 | AAPL | @Midnight_Captl | +0.70 | Argues Nvidia is separating into a superior tier much as Apple did historically. | +1.6% | tweet ↗ |
| 2026-08-27 | NVDA | @Midnight_Captl | +0.85 | Argues Nvidia is separating into a superior tier much as Apple did historically. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @Midnight_Captl | +0.00 | Author is strongly bullish on Intel and expects it to win Nvidia as a customer and build a giant foundry business. | -4.6% | tweet ↗ |
| 2026-08-27 | INTC | @Midnight_Captl | +0.80 | Author is strongly bullish on Intel and expects it to win Nvidia as a customer and build a giant foundry business. | -2.8% | tweet ↗ |
| 2026-08-27 | NVDA | @Midnight_Captl | +0.80 | Author raises their own next-year NVDA revenue estimate from $750B to $800B, above formal guidance near $700B. | -4.6% | tweet ↗ |
| 2026-08-26 | MSFT | @Midnight_Captl | +0.15 | Suggests Nvidia voluntarily accepted margin compression to support hyperscaler capex optics. | +3.5% | tweet ↗ |
| 2026-08-26 | META | @Midnight_Captl | +0.15 | Suggests Nvidia voluntarily accepted margin compression to support hyperscaler capex optics. | +0.3% | tweet ↗ |
| 2026-08-26 | NVDA | @Midnight_Captl | -0.10 | Suggests Nvidia voluntarily accepted margin compression to support hyperscaler capex optics. | +3.8% | tweet ↗ |
| 2026-08-26 | AMZN | @Midnight_Captl | +0.15 | Suggests Nvidia voluntarily accepted margin compression to support hyperscaler capex optics. | +2.4% | tweet ↗ |
| 2026-08-26 | GOOGL | @Midnight_Captl | +0.15 | Suggests Nvidia voluntarily accepted margin compression to support hyperscaler capex optics. | +1.3% | tweet ↗ |
| 2026-08-26 | NVDA | @Midnight_Captl | +0.65 | Argues AMD is falling increasingly far behind Nvidia. | +3.8% | 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.