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
+1.17
hit rate
55%
mean α
+2.07%
signals 14d
88
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: 55% hit rate, +2.07% mean alpha, trader score +1.17. Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 42 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | WULF | @perry_lin1 | -0.20 | Says weakness is environmental rather than WULF-specific and expects QQQ to roll over in September. | — | tweet ↗ |
| 2026-08-28 | QQQ | @perry_lin1 | -0.55 | Says weakness is environmental rather than WULF-specific and expects QQQ to roll over in September. | — | tweet ↗ |
| 2026-08-28 | · | @perry_lin1 | · | Attributes high-beta weakness to rates, negative data-center sentiment and profit taking. | · | tweet ↗ |
| 2026-08-28 | WULF | @perry_lin1 | -0.10 | Challenges the claim that hyperscalers prefer behind-the-meter power for WULF-related projects. | — | tweet ↗ |
| 2026-08-28 | · | @perry_lin1 | · | Expects lower prices due to yields, poor data-center sentiment and bearish technical structures. | · | tweet ↗ |
| 2026-08-28 | APLD | @perry_lin1 | -0.65 | Says the sector is not ready to reverse, it is too early to add, and lower prices are ahead. | — | tweet ↗ |
| 2026-08-28 | CLSK | @perry_lin1 | -0.65 | Says the sector is not ready to reverse, it is too early to add, and lower prices are ahead. | — | tweet ↗ |
| 2026-08-28 | CIFR | @perry_lin1 | -0.65 | Says the sector is not ready to reverse, it is too early to add, and lower prices are ahead. | — | tweet ↗ |
| 2026-08-28 | BTDR | @perry_lin1 | -0.65 | Says the sector is not ready to reverse, it is too early to add, and lower prices are ahead. | — | tweet ↗ |
| 2026-08-28 | CORZ | @perry_lin1 | -0.65 | Says the sector is not ready to reverse, it is too early to add, and lower prices are ahead. | — | tweet ↗ |
| 2026-08-28 | CRWV | @perry_lin1 | -0.65 | Says the sector is not ready to reverse, it is too early to add, and lower prices are ahead. | — | tweet ↗ |
| 2026-08-28 | PURR | @perry_lin1 | +0.15 | Likes HYPD management but says scale is insufficient and notes underperformance versus PURR. | — | tweet ↗ |
| 2026-08-28 | HYPD | @perry_lin1 | -0.25 | Likes HYPD management but says scale is insufficient and notes underperformance versus PURR. | · | tweet ↗ |
| 2026-08-28 | · | @perry_lin1 | · | Author says they are done adding, but the position is unidentified. | · | tweet ↗ |
| 2026-08-28 | HYPE | @perry_lin1 | -0.45 | Identifies a decline in HYPE's value as the central risk. | · | 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.