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
-0.82
hit rate
30%
mean α
-0.67%
signals 14d
23
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, -0.67% mean alpha, trader score -0.82. Their last-14d mentions, direction-adjusted, have moved -7.3% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CORZ | @Polvah | +0.55 | Bullish CORZ valuation thesis balances AI capacity growth and analyst upside against financing risk | — | tweet ↗ |
| 2026-08-28 | AMD | @Polvah | +0.20 | Bullish CORZ valuation thesis balances AI capacity growth and analyst upside against financing risk | — | tweet ↗ |
| 2026-08-27 | INFQ | @Polvah | +0.45 | Reports a $20M NASA follow-on award, bringing program funding to $40M. | -10.6% | tweet ↗ |
| 2026-08-26 | CRM | @Polvah | +0.75 | Reports CRM up 30% from an earlier post. | +24.5% | tweet ↗ |
| 2026-08-26 | BTC | @Polvah | +0.75 | Discloses recent cryptocurrency exposure while citing Bernstein's $150,000 Bitcoin forecast for mid-2027. | · | tweet ↗ |
| 2026-08-26 | CRDO | @Polvah | +0.50 | Constructive long-term AI-infrastructure framing supported by revenue and margin figures. | +2.8% | tweet ↗ |
| 2026-08-26 | NVDA | @Polvah | -0.15 | Suggests another person's comment may have spoiled a favorable setup. | +3.8% | tweet ↗ |
| 2026-08-25 | OKLO | @Polvah | +0.35 | Author observes rotation from semiconductors into nuclear, fuel, and rare-earth baskets despite no major headlines. | -9.3% | tweet ↗ |
| 2026-08-25 | NNE | @Polvah | +0.35 | Author observes rotation from semiconductors into nuclear, fuel, and rare-earth baskets despite no major headlines. | -6.6% | tweet ↗ |
| 2026-08-25 | SMR | @Polvah | +0.35 | Author observes rotation from semiconductors into nuclear, fuel, and rare-earth baskets despite no major headlines. | -5.3% | tweet ↗ |
| 2026-08-25 | UEC | @Polvah | +0.35 | Author observes rotation from semiconductors into nuclear, fuel, and rare-earth baskets despite no major headlines. | -6.6% | tweet ↗ |
| 2026-08-25 | LEU | @Polvah | +0.35 | Author observes rotation from semiconductors into nuclear, fuel, and rare-earth baskets despite no major headlines. | -9.1% | tweet ↗ |
| 2026-08-25 | XE | @Polvah | +0.35 | Author observes rotation from semiconductors into nuclear, fuel, and rare-earth baskets despite no major headlines. | -9.9% | tweet ↗ |
| 2026-08-21 | · | @Polvah | · | Uses a leveraged AI-infrastructure fund collapse to explain liquidity, leverage, and forced-selling risk. | · | tweet ↗ |
| 2026-08-20 | SMCI | @Polvah | +0.50 | Reports findings that current management was unaware of improper GPU sales and turns bullish. | +1.6% | 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.