Author
@RagingVentures RagingVentures
Institutional PM posting reasoned, tickered long/short theses across semis and credit
Raging Capital Ventures shares original fundamental and macr
trader score
-1.62
hit rate
40%
mean α
-1.23%
signals 14d
12
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: 40% hit rate, -1.23% mean alpha, trader score -1.62. Their last-14d mentions, direction-adjusted, have moved +3.6% since posting (mean over 5 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | · | @RagingVentures | · | Past-tense disclosure of buying Jan 2028 calls without ticker context. | · | tweet ↗ |
| 2026-06-29 | CMCSA | @RagingVentures | -0.25 | Describes Comcast media assets as bad bank assets via Versant. | -1.8% | tweet ↗ |
| 2026-06-29 | CMCSA | @RagingVentures | +0.75 | Bought a bunch of CMCSA around $25 on spinoff valuation accretion thesis. — Author bought CMCSA on fade, expecting breakup to be accretive to valuation. | -1.8% | tweet ↗ |
| 2026-06-24 | · | @RagingVentures | · | Highlights Lambda Labs neocloud at $1B revenue run rate and neural software focus. | · | tweet ↗ |
| 2026-06-24 | CHTR | @RagingVentures | +0.00 | Reply gives CHTR share price and ownership percentage context. | +4.4% | tweet ↗ |
| 2026-06-23 | · | @RagingVentures | · | Discusses memory prices driving GPU per-hour inflation and possible memory deflation. | · | tweet ↗ |
| 2026-06-23 | · | @RagingVentures | · | Says author made money but should have made more on prior shares. | · | tweet ↗ |
| 2026-06-23 | CHTR | @RagingVentures | +0.35 | Thesis on Cox owning over 20% of CHTR and likely capital allocation choices. | +4.1% | tweet ↗ |
| 2026-06-23 | · | @RagingVentures | · | Framework on SCOTUS agency oversight case and regulatory state implications. | · | tweet ↗ |
| 2026-06-23 | · | @RagingVentures | · | Raises possible legal recourse over JPMorgan unwind of Sberbank ADR at a 70% discount. | · | tweet ↗ |
| 2026-06-22 | · | @RagingVentures | · | Says capex will meaningfully decline over next 18 months, but ticker needs thread context. | · | tweet ↗ |
| 2026-06-22 | CHTR | @RagingVentures | +0.75 | Says CHTR stock goes higher under all three capital allocation scenarios. | +9.3% | 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.