@perry_lin1 perry_lin1
Bottom-up retail analyst tracking bitcoin-miners turning into AI datacenters
Posts conviction-stated, ticker'd long calls and running the
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 40% hit rate, -0.51% mean alpha, trader score -0.51. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 14 mentions with price data).
perry_lin1 is leaning into speculative small-cap setups: crypto mNAV squeeze names PURR/HYPE, OUST lidar scale, and momentum analogs around WULF/PLTR. The distinctive read is a preference for OUST as a scale story while rejecting HSAI as uninvestable on US restriction risk. There are no explicit directional trade calls or position disclosures in the payload, so conviction is inferred from repeated favorable mentions rather than stated adds or exits.
Conviction is concentrated in speculative bull setups across PURR/HYPE, OUST, WULF, and FRMI, with OUST the clearest repeated name. The author is bearish on HSAI specifically due to 1260H list and US persona non grata risk. No explicit adds, trims, exits, or CALL_DIRECTIONAL trade actions appear in the input.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | GANX | @perry_lin1 | +0.25 | Ticker with prayer emoji implies a bullish hope but no thesis. | · | tweet ↗ |
| 2026-07-02 | IREN | @perry_lin1 | -0.45 | Says IREN's business became more competitive today than yesterday. | — | tweet ↗ |
| 2026-07-02 | WULF | @perry_lin1 | +0.15 | SoftBank's 10 GW Ohio site, Stargate Texas sites, and data-center assets may compete for CIFR/WULF sites. | — | tweet ↗ |
| 2026-07-02 | CIFR | @perry_lin1 | +0.15 | SoftBank's 10 GW Ohio site, Stargate Texas sites, and data-center assets may compete for CIFR/WULF sites. | — | tweet ↗ |
| 2026-07-02 | META | @perry_lin1 | +0.00 | Reply says yesterday was META, today is about SoftBank; stance requires context. | — | tweet ↗ |
| 2026-07-02 | · | @perry_lin1 | · | Says neocloud capacity ramps incrementally, customers commit capacity well in advance. | · | tweet ↗ |
| 2026-07-02 | · | @perry_lin1 | · | SoftBank has 10 GW Ohio gas-powered site going live early 2028 and assets elsewhere. | · | tweet ↗ |
| 2026-07-02 | META | @perry_lin1 | +0.00 | Reply clarifies the author is not referring to META and that was yesterday's news. | — | tweet ↗ |
| 2026-07-02 | · | @perry_lin1 | · | Says co-location pricing is commoditized and not a workable strategy. | · | tweet ↗ |
| 2026-07-02 | · | @perry_lin1 | · | Probably going to $30. — Reply gives a forward price view but ticker context is absent. | · | tweet ↗ |
| 2026-07-02 | · | @perry_lin1 | · | Says SoftBank entering neoclouds with 10 GW power and deeper pockets hurts bull-case narrative. | · | tweet ↗ |
| 2026-07-02 | IREN | @perry_lin1 | -0.65 | Says IREN bull case is blown out by a new competitor with 10 GW leaseable power and deeper pockets. | — | tweet ↗ |
| 2026-07-02 | CRWV | @perry_lin1 | -0.35 | SoftBank and Meta news pressure neoclouds NBIS/CRWV/IREN but should not affect co-location names; capped at six. | — | tweet ↗ |
| 2026-07-02 | SFTBY | @perry_lin1 | +0.25 | SoftBank and Meta news pressure neoclouds NBIS/CRWV/IREN but should not affect co-location names; capped at six. | — | tweet ↗ |
| 2026-07-02 | CIFR | @perry_lin1 | +0.00 | SoftBank and Meta news pressure neoclouds NBIS/CRWV/IREN but should not affect co-location names; capped at six. | — | 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.