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
+1.67
hit rate
80%
mean α
+1.03%
signals 14d
15
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: 80% hit rate, +1.03% mean alpha, trader score +1.67. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | SNDK | @RagingVentures | -0.65 | Discloses a partial SNDK short and argues memory is near a cyclical peak with NAND most exposed. | +0.0% | tweet ↗ |
| 2026-08-27 | ASML | @RagingVentures | +0.35 | Discloses a partial SNDK short and argues memory is near a cyclical peak with NAND most exposed. | -2.2% | tweet ↗ |
| 2026-08-27 | MU | @RagingVentures | -0.30 | Discloses a partial SNDK short and argues memory is near a cyclical peak with NAND most exposed. | -0.3% | tweet ↗ |
| 2026-08-26 | · | @RagingVentures | · | Challenges extreme compute-bull assumptions and compares them with 1999-era excess | · | tweet ↗ |
| 2026-08-26 | · | @RagingVentures | · | Argues AI-assisted chip design may force legacy semiconductor firms to increase token spending | · | tweet ↗ |
| 2026-08-24 | META | @RagingVentures | +0.20 | Reports Meta preparing to launch consumer AI offerings. | +3.4% | tweet ↗ |
| 2026-08-24 | SNDK | @RagingVentures | -0.35 | Author argues peak-cycle buybacks at roughly 20x invested capital are poor allocation. | -0.5% | tweet ↗ |
| 2026-08-24 | MU | @RagingVentures | -0.35 | Author argues peak-cycle buybacks at roughly 20x invested capital are poor allocation. | +2.5% | tweet ↗ |
| 2026-08-23 | NVDA | @RagingVentures | -0.25 | Suggests Nvidia competitors are using their balance sheets rather than customer demand to fund similar activity. | +1.3% | tweet ↗ |
| 2026-08-22 | ORCL | @RagingVentures | -0.15 | Argues prudent capital allocators should issue abundant equity rather than rely on surging debt issuance. | +3.0% | tweet ↗ |
| 2026-08-22 | GOOGL | @RagingVentures | -0.15 | Argues prudent capital allocators should issue abundant equity rather than rely on surging debt issuance. | +0.5% | tweet ↗ |
| 2026-08-22 | NVDA | @RagingVentures | -0.40 | Argues Nvidia must use its balance sheet to subsidize customer business amid ASIC competition. | +1.3% | tweet ↗ |
| 2026-08-22 | · | @RagingVentures | · | Existing-home sales have crashed while nominal prices held up due to inflation and supply constraints. | · | tweet ↗ |
| 2026-08-20 | NVDA | @RagingVentures | -0.70 | Claims Nvidia uses vendor financing to mask margin pressure and market-share loss. | +0.3% | tweet ↗ |
| 2026-08-17 | ET | @RagingVentures | +0.10 | Points to an overview of new Permian gas takeaway options affecting ET | +1.8% | 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.