Author
@Sandeman52 Sandeman52
grade Cx.com/Sandeman52 ↗
Transparent perma-bull retail compounder all-in on NBIS and the AI infrastructure thesis
Posts a long-term concentrated-investing philosophy (few nam
trader score
-0.61
hit rate
30%
mean α
-0.60%
signals 14d
53
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, -0.60% mean alpha, trader score -0.61. Their last-14d mentions, direction-adjusted, have moved -24.3% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @Sandeman52 | · | Suggests AI fear narratives repeatedly emerge four to five weeks before earnings. | · | tweet ↗ |
| 2026-10-15 | · | @Sandeman52 | · | Flags PPI as the key event for today's market session. | · | tweet ↗ |
| 2026-10-14 | CRWV | @Sandeman52 | +0.35 | Argues the AI selloff overreacted to CoreWeave debt concerns and mocks the market's interpretation. | -17.6% | tweet ↗ |
| 2026-10-14 | NBIS | @Sandeman52 | +0.35 | Expects a rough NBIS day but argues its business model differs from CRWV and expresses trust in management. | -14.7% | tweet ↗ |
| 2026-10-14 | CRWV | @Sandeman52 | -0.45 | Expects a rough NBIS day but argues its business model differs from CRWV and expresses trust in management. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @Sandeman52 | · | Flags the 8:30 a.m. CPI release as the day's key market event. | · | tweet ↗ |
| 2026-10-14 | · | @Sandeman52 | · | Argues recurring fear restrains exuberance and protects markets from a larger bubble. | · | tweet ↗ |
| 2026-10-13 | · | @Sandeman52 | · | Quotes Fed official Williams saying the economy is not overheating. | · | tweet ↗ |
| 2026-10-13 | · | @Sandeman52 | · | Characterizes Fed official Williams as substantially less hawkish than prevailing narratives. | · | tweet ↗ |
| 2026-10-13 | · | @Sandeman52 | · | Expresses a slightly cooler CPI expectation. | · | tweet ↗ |
| 2026-10-13 | NBIS | @Sandeman52 | +0.25 | Suggests Nebius may provide 2027 exit ARR guidance. | -23.3% | tweet ↗ |
| 2026-10-13 | · | @Sandeman52 | · | Expects quality stocks to bottom and recover relatively soon after an algorithmic selloff. | · | tweet ↗ |
| 2026-10-13 | NBIS | @Sandeman52 | +0.25 | Endorses a chartist's successful NBIS calls and plans to use technical methods for future entries and exits. | -23.3% | tweet ↗ |
| 2026-10-13 | AVGO | @Sandeman52 | +0.45 | Argues negative AI and AVGO headlines are misquoted FUD driving unjustified market weakness. | -10.0% | tweet ↗ |
| 2026-10-13 | AVGO | @Sandeman52 | +0.65 | Clarifies that AVGO's CEO criticized weak sellers and emphasized years of strong AI infrastructure demand. | -10.0% | 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.