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
-0.39
hit rate
50%
mean α
-0.23%
signals 14d
130
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 -0.39. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 87 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @MinervaCap | · | States the author actively tracks Druckenmiller's 13F and discusses his possible long-end short reversal. | · | tweet ↗ |
| 2026-08-28 | · | @MinervaCap | · | Suggests a 25bp September hike might lower long-term rates and help housing and AI infrastructure. | · | tweet ↗ |
| 2026-08-28 | IGV | @MinervaCap | +0.80 | Added IGV to the long-term account after a high-volume breakout held. — Explicitly reports adding IGV after a cup-and-handle breakout and successful hold. | — | tweet ↗ |
| 2026-08-28 | TLT | @MinervaCap | +0.80 | Bought TLT November $85 calls betting against Druckenmiller's long-end short. — Reports a new forward TLT call entry with explicit expiry month, strike and thesis. | — | tweet ↗ |
| 2026-08-28 | CRM | @MinervaCap | +0.60 | Bullish thesis cites strong volume, low valuation, positive FCF and improving AI positioning. | — | tweet ↗ |
| 2026-08-28 | FRO | @MinervaCap | +0.70 | Author discloses an existing bullish September call position and positively rates earnings. | — | tweet ↗ |
| 2026-08-27 | ESTC | @MinervaCap | +0.00 | Daily watchlist names tomorrow's top trade candidates but gives no entries, levels or directional mechanics. | +19.3% | tweet ↗ |
| 2026-08-27 | SOLS | @MinervaCap | +0.00 | Daily watchlist names tomorrow's top trade candidates but gives no entries, levels or directional mechanics. | +12.8% | tweet ↗ |
| 2026-08-27 | WDAY | @MinervaCap | +0.00 | Daily watchlist names tomorrow's top trade candidates but gives no entries, levels or directional mechanics. | +5.8% | tweet ↗ |
| 2026-08-27 | MESO | @MinervaCap | +0.00 | Daily watchlist names tomorrow's top trade candidates but gives no entries, levels or directional mechanics. | · | tweet ↗ |
| 2026-08-27 | AGYS | @MinervaCap | +0.00 | Daily watchlist names tomorrow's top trade candidates but gives no entries, levels or directional mechanics. | · | tweet ↗ |
| 2026-08-27 | ZETA | @MinervaCap | +0.00 | Daily watchlist names tomorrow's top trade candidates but gives no entries, levels or directional mechanics. | +1.1% | tweet ↗ |
| 2026-08-27 | XLK | @MinervaCap | +0.45 | Author reports a solid positive session across several technology and market holdings. | -1.5% | tweet ↗ |
| 2026-08-27 | AVGO | @MinervaCap | +0.45 | Author reports a solid positive session across several technology and market holdings. | -0.7% | tweet ↗ |
| 2026-08-27 | BUG | @MinervaCap | +0.45 | Author reports a solid positive session across several technology and market holdings. | -2.7% | 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.