Author
@MinervaCap MinervaCap
grade Cx.com/MinervaCap ↗
Transparent AI/semis momentum swing trader posting real-time tickered setups and hedges
Trades US equities and options around technical setups (VWAP
trader score
-1.56
hit rate
25%
mean α
-0.84%
signals 14d
213
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: 25% hit rate, -0.84% mean alpha, trader score -1.56. Their last-14d mentions, direction-adjusted, have moved -5.3% since posting (mean over 170 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | BUG | @MinervaCap | -0.35 | Wordplay implies BUG has been defeated, but the linked context is unavailable. | +12.6% | tweet ↗ |
| 2026-10-16 | MU | @MinervaCap | -0.20 | Multi-catalyst market framework covering dovish Fed interpretation, AI-credit stress, memory weakness and Tesla hype. | -0.1% | tweet ↗ |
| 2026-10-16 | WDC | @MinervaCap | -0.20 | Multi-catalyst market framework covering dovish Fed interpretation, AI-credit stress, memory weakness and Tesla hype. | +3.5% | tweet ↗ |
| 2026-10-16 | SNDK | @MinervaCap | -0.20 | Multi-catalyst market framework covering dovish Fed interpretation, AI-credit stress, memory weakness and Tesla hype. | -4.7% | tweet ↗ |
| 2026-10-16 | SKHY | @MinervaCap | -0.20 | Multi-catalyst market framework covering dovish Fed interpretation, AI-credit stress, memory weakness and Tesla hype. | +0.4% | tweet ↗ |
| 2026-10-16 | TSLA | @MinervaCap | +0.25 | Multi-catalyst market framework covering dovish Fed interpretation, AI-credit stress, memory weakness and Tesla hype. | +4.9% | tweet ↗ |
| 2026-10-16 | CRWV | @MinervaCap | -0.45 | Multi-catalyst market framework covering dovish Fed interpretation, AI-credit stress, memory weakness and Tesla hype. | -11.7% | tweet ↗ |
| 2026-10-15 | P | @MinervaCap | +0.00 | Daily watchlist names trade ideas but gives no entry intent or directional mechanics. | -7.5% | tweet ↗ |
| 2026-10-15 | GCT | @MinervaCap | +0.00 | Daily watchlist names trade ideas but gives no entry intent or directional mechanics. | · | tweet ↗ |
| 2026-10-15 | SIG | @MinervaCap | +0.00 | Daily watchlist names trade ideas but gives no entry intent or directional mechanics. | -0.8% | tweet ↗ |
| 2026-10-15 | TSM | @MinervaCap | +0.00 | Daily watchlist names trade ideas but gives no entry intent or directional mechanics. | -0.9% | tweet ↗ |
| 2026-10-15 | DSGX | @MinervaCap | +0.00 | Daily watchlist names trade ideas but gives no entry intent or directional mechanics. | · | tweet ↗ |
| 2026-10-15 | EXLS | @MinervaCap | +0.00 | Daily watchlist names trade ideas but gives no entry intent or directional mechanics. | · | tweet ↗ |
| 2026-10-15 | · | @MinervaCap | · | Argues AI should raise finance-worker productivity while removing low-value work. | · | tweet ↗ |
| 2026-10-15 | TRI | @MinervaCap | +0.35 | Contrasts structurally impaired AI losers with firms viewed as capable of adapting successfully. | · | 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.