Author
@ScroogeCap ScroogeCap
grade Bx.com/ScroogeCap ↗
Anon AI-compute specialist trading the datacenter value chain long and short
Synthesizes sell-side notes, alt-data, and his own framework
trader score
-1.03
hit rate
45%
mean α
-0.97%
signals 14d
71
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: 45% hit rate, -0.97% mean alpha, trader score -1.03. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 51 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NFLX | @ScroogeCap | -0.75 | Says the NFLX story may be broken and cites subscriber estimates materially below prior and consensus forecasts. | -6.6% | tweet ↗ |
| 2026-10-16 | MSTR | @ScroogeCap | -0.75 | Short MSTR today because index-arbitrage selling offers positive risk/reward. — Quantifies potential passive outflows and explicitly favors shorting MSTR today; says QQQ is unaffected. | +6.7% | tweet ↗ |
| 2026-10-16 | QQQ | @ScroogeCap | +0.00 | Short MSTR today because index-arbitrage selling offers positive risk/reward. — Quantifies potential passive outflows and explicitly favors shorting MSTR today; says QQQ is unaffected. | -0.8% | tweet ↗ |
| 2026-10-14 | · | @ScroogeCap | · | Reports Perella Weinberg and Piper Sandler ended merger talks. | · | tweet ↗ |
| 2026-10-14 | CRWV | @ScroogeCap | -0.80 | Compares CRWV's CEO defense to a failed company whose stock later collapsed into bankruptcy. | -17.6% | tweet ↗ |
| 2026-10-14 | SPY | @ScroogeCap | -0.20 | Frames cash scarcity as the market's emerging bottleneck across major equity benchmarks. | -1.3% | tweet ↗ |
| 2026-10-14 | SMH | @ScroogeCap | -0.25 | Frames cash scarcity as the market's emerging bottleneck across major equity benchmarks. | -6.6% | tweet ↗ |
| 2026-10-14 | QQQ | @ScroogeCap | -0.25 | Frames cash scarcity as the market's emerging bottleneck across major equity benchmarks. | -3.4% | tweet ↗ |
| 2026-10-14 | CRWV | @ScroogeCap | -0.80 | Says CRWV debt is in a meltdown spiral and bullish advocates have disappeared. | -17.6% | tweet ↗ |
| 2026-10-13 | NVDA | @ScroogeCap | -0.15 | Speculates that an unspecified party holds an NVDA put. | -7.7% | tweet ↗ |
| 2026-10-13 | META | @ScroogeCap | -0.55 | Rejects aggressive paid-AI-user assumptions and expects price competition. | -15.7% | tweet ↗ |
| 2026-10-13 | · | @ScroogeCap | · | Forecasts a race to the bottom in consumer LLM pricing due to low switching friction. | · | tweet ↗ |
| 2026-10-13 | · | @ScroogeCap | · | Sarcastically questions the fragility of the broad AI trade. | · | tweet ↗ |
| 2026-10-13 | MDB | @ScroogeCap | -0.40 | Wolfe reports MDB's CEO resigned for META without an 8-K or press release. | -0.5% | tweet ↗ |
| 2026-10-13 | META | @ScroogeCap | +0.05 | Wolfe reports MDB's CEO resigned for META without an 8-K or press release. | -15.7% | 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.