Author

@n_bancroft2 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
-0.40
hit rate
35%
mean α
-0.13%
signals 14d
19

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: 35% hit rate, -0.13% mean alpha, trader score -0.40. Their last-14d mentions, direction-adjusted, have moved -11.3% since posting (mean over 16 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15DELL@n_bancroft2+0.40Reports the final DELL piece was stopped after realizing 204R profit.-3.6%
2026-10-09HPE@n_bancroft2+0.55Views the pullback as healthy digestion and focuses on resilient leaders for potential buys near moving averages.-22.8%
2026-10-09DELL@n_bancroft2+0.55Views the pullback as healthy digestion and focuses on resilient leaders for potential buys near moving averages.-22.1%
2026-10-09AMD@n_bancroft2+0.55Views the pullback as healthy digestion and focuses on resilient leaders for potential buys near moving averages.-15.0%
2026-10-09PLTR@n_bancroft2+0.55Views the pullback as healthy digestion and focuses on resilient leaders for potential buys near moving averages.-5.9%
2026-10-09CRWD@n_bancroft2+0.55Views the pullback as healthy digestion and focuses on resilient leaders for potential buys near moving averages.-6.4%
2026-10-09QQQ@n_bancroft2+0.35Views the pullback as healthy digestion and focuses on resilient leaders for potential buys near moving averages.-6.2%
2026-10-06HPE@n_bancroft2+0.55Daily review notes new index and stock highs, healthy positions and isolated sector weakness.-19.6%
2026-10-06DELL@n_bancroft2+0.40Daily review notes new index and stock highs, healthy positions and isolated sector weakness.-20.5%
2026-10-06SPY@n_bancroft2+0.45Daily review notes new index and stock highs, healthy positions and isolated sector weakness.-2.5%
2026-10-06AMD@n_bancroft2+0.55Daily review notes new index and stock highs, healthy positions and isolated sector weakness.-20.4%
2026-10-06QQQ@n_bancroft2+0.45Daily review notes new index and stock highs, healthy positions and isolated sector weakness.-7.3%
2026-10-06·@n_bancroft2·Discloses roughly 200% long exposure and confidence in a diversified basket as the market breaks out.·
2026-10-05META@n_bancroft2+0.75Bought META and plans to let positions work. — Daily review reports a new Meta purchase amid bullish index and leadership action.-13.4%
2026-10-05OKTA@n_bancroft2+0.40Bought META and plans to let positions work. — Daily review reports a new Meta purchase amid bullish index and leadership action.-2.4%

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.