Author
@NonGaap NonGaap
grade Ax.com/NonGaap ↗
Anon tech-analyst with forensic eye for non-GAAP accounting tricks and filing gaps
Posts terse, skeptical observations on mega-cap tech account
trader score
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hit rate
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mean α
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signals 14d
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Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -3.7% since posting (mean over 1 mentions with price data).
Recent signals1receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-23 | META | @NonGaap | -0.15 | Says Zuck is replicating successful consumer apps, mildly skeptical. | +3.7% | 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.