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
+2.22
hit rate
55%
mean α
+3.62%
signals 14d
41
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: 55% hit rate, +3.62% mean alpha, trader score +2.22. Their last-14d mentions, direction-adjusted, have moved -12.1% since posting (mean over 24 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @Sandeman52 | · | Argues recurring FUD attacks on the AI trade create opportunities for holders. | · | tweet ↗ |
| 2026-07-03 | · | @Sandeman52 | · | Dismisses recent AI trade FUD as dumb. | · | tweet ↗ |
| 2026-07-02 | NBIS | @Sandeman52 | +0.65 | Bullish AI compute framework says demand far outweighs supply and Meta is not a threat, especially to NBIS. | — | tweet ↗ |
| 2026-07-02 | META | @Sandeman52 | +0.00 | Says META news is not a threat to NBIS and expects fast moves up eventually. | — | tweet ↗ |
| 2026-07-02 | NBIS | @Sandeman52 | +0.55 | Says META news is not a threat to NBIS and expects fast moves up eventually. | — | tweet ↗ |
| 2026-07-02 | NBIS | @Sandeman52 | +0.35 | May sell NBIS puts here soon and expects massive rebound next week. | — | tweet ↗ |
| 2026-07-02 | META | @Sandeman52 | +0.00 | Cites Morgan Stanley clarifying Bloomberg FUD and says yesterday was a shakeout for NBIS. | — | tweet ↗ |
| 2026-07-02 | NBIS | @Sandeman52 | +0.55 | Cites Morgan Stanley clarifying Bloomberg FUD and says yesterday was a shakeout for NBIS. | — | tweet ↗ |
| 2026-07-02 | NVDA | @Sandeman52 | +0.25 | Says potential NBIS creative financing makes sense and NVDA would want neoclouds to succeed. | — | tweet ↗ |
| 2026-07-02 | NBIS | @Sandeman52 | +0.50 | Says potential NBIS creative financing makes sense and NVDA would want neoclouds to succeed. | — | tweet ↗ |
| 2026-07-01 | NBIS | @Sandeman52 | +0.45 | Dismisses Bloomberg AI FUD on NBIS as false or misleading. | -5.9% | tweet ↗ |
| 2026-07-01 | NBIS | @Sandeman52 | +0.60 | Calls NBIS selloff a total joke. | -5.9% | tweet ↗ |
| 2026-07-01 | · | @Sandeman52 | · | Broad market framework: short term illogical, long term logical. | · | tweet ↗ |
| 2026-07-01 | META | @Sandeman52 | -0.20 | Argues NBIS AI demand is infinite and customers need dedicated AI compute providers. | -4.9% | tweet ↗ |
| 2026-07-01 | NBIS | @Sandeman52 | +0.80 | Argues NBIS AI demand is infinite and customers need dedicated AI compute providers. | -5.9% | 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.