Author

@n_bancroft2 n_bancroft2

grade Cx.com/n_bancroft2 ↗

Disciplined long-only momentum trader riding AI/data-center leaders with tight stops

Posts daily/weekend portfolio reviews with real-time tickere

trader score
-2.84
hit rate
15%
mean α
-0.85%
signals 14d
41

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: 15% hit rate, -0.85% mean alpha, trader score -2.84. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 37 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27NVDA@n_bancroft2+0.10Daily review discloses CRWD and CRCL purchases, a strong PLTR position and small OKTA losses.-4.6%
2026-08-27OKTA@n_bancroft2-0.15Daily review discloses CRWD and CRCL purchases, a strong PLTR position and small OKTA losses.-3.9%
2026-08-27CRCL@n_bancroft2+0.65Daily review discloses CRWD and CRCL purchases, a strong PLTR position and small OKTA losses.-7.5%
2026-08-27CRWD@n_bancroft2+0.70Daily review discloses CRWD and CRCL purchases, a strong PLTR position and small OKTA losses.-4.2%
2026-08-27PLTR@n_bancroft2+0.65Daily review discloses CRWD and CRCL purchases, a strong PLTR position and small OKTA losses.+0.2%
2026-08-26HPE@n_bancroft2+0.50Daily review highlights hardware strength and potential index inflection while watching AI follow-through-5.3%
2026-08-26NVDA@n_bancroft2+0.10Daily review highlights hardware strength and potential index inflection while watching AI follow-through+3.8%
2026-08-26SPY@n_bancroft2+0.25Daily review highlights hardware strength and potential index inflection while watching AI follow-through+0.4%
2026-08-26DELL@n_bancroft2+0.50Daily review highlights hardware strength and potential index inflection while watching AI follow-through-1.6%
2026-08-26NTAP@n_bancroft2+0.50Daily review highlights hardware strength and potential index inflection while watching AI follow-through-3.5%
2026-08-26QQQ@n_bancroft2+0.25Daily review highlights hardware strength and potential index inflection while watching AI follow-through+0.7%
2026-08-25PLTR@n_bancroft2-0.45Discloses buying XBI while reviewing existing DELL and likely-stopped PLTR positions.+7.9%
2026-08-25DELL@n_bancroft2+0.05Discloses buying XBI while reviewing existing DELL and likely-stopped PLTR positions.+1.0%
2026-08-25XBI@n_bancroft2+0.60Discloses buying XBI while reviewing existing DELL and likely-stopped PLTR positions.-4.0%
2026-08-24DELL@n_bancroft2-0.45Reports a small MU loss and expects to exit the remaining DELL position by week-end.+5.3%

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.