Author
@Polvah Polvah
grade Cx.com/Polvah ↗
Conviction microcap thematic picker; quantum/AI-infra/defense theses with explicit targets
Posts original, multi-factor bull theses on small/microcap A
trader score
-0.42
hit rate
35%
mean α
-0.55%
signals 14d
25
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, -0.55% mean alpha, trader score -0.42. Their last-14d mentions, direction-adjusted, have moved -7.9% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | INFQ | @Polvah | +0.55 | Canaccord has Buy rating and $22 PT implying about 60% upside. | — | tweet ↗ |
| 2026-06-30 | ENPH | @Polvah | +0.80 | Back in now at $45-$50, riding it again, target $100 — Author discloses current entry range and target after ENPH joins OCP as Platinum member. | -12.5% | tweet ↗ |
| 2026-06-30 | OPTX | @Polvah | +0.60 | OPTX wins new order to expand AI-driven AR display optics for U.S. military. | -12.7% | tweet ↗ |
| 2026-06-30 | OUST | @Polvah | +0.60 | Recaps OUST up 28% in a day while citing supporting company developments. | -20.3% | tweet ↗ |
| 2026-06-29 | ASTS | @Polvah | +0.10 | No change stated for ASTS and AOSL, implying unchanged stance but direction unclear. | -1.9% | tweet ↗ |
| 2026-06-29 | AOSL | @Polvah | +0.10 | No change stated for ASTS and AOSL, implying unchanged stance but direction unclear. | -17.9% | tweet ↗ |
| 2026-06-26 | · | @Polvah | · | Discloses reduced exposure, 10% cash, still long but no ticker. | · | tweet ↗ |
| 2026-06-26 | SPCX | @Polvah | -0.10 | Discusses existing ASTS/AOSL positions and possible cut if ASTS keeps bleeding. | · | tweet ↗ |
| 2026-06-26 | ASTS | @Polvah | +0.45 | Discusses existing ASTS/AOSL positions and possible cut if ASTS keeps bleeding. | +19.1% | tweet ↗ |
| 2026-06-26 | AOSL | @Polvah | +0.25 | Discusses existing ASTS/AOSL positions and possible cut if ASTS keeps bleeding. | -15.6% | tweet ↗ |
| 2026-06-26 | STRC | @Polvah | -0.45 | Reports STRC down another 16% since prior post. | +17.8% | tweet ↗ |
| 2026-06-25 | SPCX | @Polvah | -0.15 | Discloses ASTS/AOSL positions, losses, thesis, risk, and MU quarter data. | · | tweet ↗ |
| 2026-06-25 | MU | @Polvah | +0.65 | Discloses ASTS/AOSL positions, losses, thesis, risk, and MU quarter data. | -19.6% | tweet ↗ |
| 2026-06-25 | ASTS | @Polvah | +0.45 | Discloses ASTS/AOSL positions, losses, thesis, risk, and MU quarter data. | +29.7% | tweet ↗ |
| 2026-06-25 | AOSL | @Polvah | +0.45 | Discloses ASTS/AOSL positions, losses, thesis, risk, and MU quarter data. | -18.8% | 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.