Author
@perry_lin1 perry_lin1
grade Bx.com/perry_lin1 ↗
Bottom-up retail analyst tracking bitcoin-miners turning into AI datacenters
Posts conviction-stated, ticker'd long calls and running the
trader score
-1.38
hit rate
30%
mean α
-1.59%
signals 14d
30
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: 30% hit rate, -1.59% mean alpha, trader score -1.38. Their last-14d mentions, direction-adjusted, have moved -13.8% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | PURR | @perry_lin1 | +0.65 | Buying PURR because its mNAV is underwater — Explicitly states a new purchase supported by a valuation thesis | -3.2% | tweet ↗ |
| 2026-10-15 | · | @perry_lin1 | · | Record volume and possible follow-through are cited as evidence of an unnamed bottom | · | tweet ↗ |
| 2026-10-15 | WULF | @perry_lin1 | +0.60 | Calls WULF's sweep of $12 bullish and says holding the level is technically important | -10.3% | tweet ↗ |
| 2026-10-15 | KEEL | @perry_lin1 | +0.00 | Argues WULF acquired a 1 GW site cheaply versus comparable data-center transactions | -15.6% | tweet ↗ |
| 2026-10-15 | WULF | @perry_lin1 | +0.80 | Argues WULF acquired a 1 GW site cheaply versus comparable data-center transactions | -10.3% | tweet ↗ |
| 2026-10-15 | AMZN | @perry_lin1 | +0.00 | Argues WULF acquired a 1 GW site cheaply versus comparable data-center transactions | -2.7% | tweet ↗ |
| 2026-10-15 | WULF | @perry_lin1 | +0.50 | Points to stable Wulf Compute bond trading as reassuring credit evidence | -10.3% | tweet ↗ |
| 2026-10-14 | · | @perry_lin1 | · | Argues higher rates are passed to data-center tenants and power demand remains strong through 2030. | · | tweet ↗ |
| 2026-10-14 | · | @perry_lin1 | · | Notes execution risk until a site is fully commissioned by March 2027. | · | tweet ↗ |
| 2026-10-14 | · | @perry_lin1 | · | Cites data-center transaction spreads and cap-rate assumptions in a valuation discussion. | · | tweet ↗ |
| 2026-10-14 | · | @perry_lin1 | · | Expresses confidence that Lake Mariner could command an $11B valuation. | · | tweet ↗ |
| 2026-10-14 | WULF | @perry_lin1 | +0.75 | Valuation thesis implies Lake Mariner alone exceeds WULF's market cap, with other projects free. | -1.9% | tweet ↗ |
| 2026-10-13 | CIFR | @perry_lin1 | -0.20 | Argues CIFR's raise makes WULF's earlier $1B raise look smart and leaves WULF with the stronger balance sheet. | -30.0% | tweet ↗ |
| 2026-10-13 | WULF | @perry_lin1 | +0.55 | Argues CIFR's raise makes WULF's earlier $1B raise look smart and leaves WULF with the stronger balance sheet. | -14.3% | tweet ↗ |
| 2026-10-13 | CIFR | @perry_lin1 | +0.75 | Added a small CIFR position and will continue adding. — Discloses a new small CIFR purchase and explicit intent to keep adding. | -30.0% | 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.