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
+1.34
hit rate
55%
mean α
+1.15%
signals 14d
39
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, +1.15% mean alpha, trader score +1.34. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | LMT | @ScroogeCap | +0.00 | Expects pressure on LPTH from a possible design decision delay or competitive loss. | — | tweet ↗ |
| 2026-08-28 | LPTH | @ScroogeCap | -0.55 | Expects pressure on LPTH from a possible design decision delay or competitive loss. | — | tweet ↗ |
| 2026-08-28 | WDAY | @ScroogeCap | +0.15 | Dismisses management's no-comment response and views the increased buyback as informative. | — | tweet ↗ |
| 2026-08-27 | RDDT | @ScroogeCap | -0.75 | Cautiously short RDDT due to downside risk to Q3 US daily active users. — Explicit short call based on a Wells Fargo datapoint linking AI citation concerns to Q3 user downside. | -0.6% | tweet ↗ |
| 2026-08-27 | GOOGL | @ScroogeCap | +0.40 | Wolfe names Google its top 2027 pick based on an underappreciated TPU advantage. | +1.7% | tweet ↗ |
| 2026-08-27 | NVDA | @ScroogeCap | +0.40 | Raymond James sets a $515 per-share target on Nvidia. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @ScroogeCap | +0.35 | Cites Guggenheim's buy-side survey and Nvidia's updated 13x and sub-11x valuation multiples. | -4.6% | tweet ↗ |
| 2026-08-25 | ONON | @ScroogeCap | +0.50 | Says ONON now looks exceptionally smart in light of recent events. | +0.1% | tweet ↗ |
| 2026-08-25 | ONC | @ScroogeCap | -0.50 | Reports lawmakers urging FDA scrutiny or rejection of Chinese trial data, viewed negatively for ONC and LEGN. | · | tweet ↗ |
| 2026-08-25 | LEGN | @ScroogeCap | -0.50 | Reports lawmakers urging FDA scrutiny or rejection of Chinese trial data, viewed negatively for ONC and LEGN. | · | tweet ↗ |
| 2026-08-25 | MSFT | @ScroogeCap | -0.30 | Cites MScience data showing AWS and Azure year-over-year growth moderating through mid-August. | +4.4% | tweet ↗ |
| 2026-08-25 | AMZN | @ScroogeCap | -0.30 | Cites MScience data showing AWS and Azure year-over-year growth moderating through mid-August. | +2.1% | tweet ↗ |
| 2026-08-25 | NVDA | @ScroogeCap | -0.10 | Eyeing MU and SKHY shorts today as lower TPU memory content pressures the memory thesis. — Explicitly plans possible Micron and SK Hynix shorts based on reduced accelerator memory content. | +2.1% | tweet ↗ |
| 2026-08-25 | SKHY | @ScroogeCap | -0.65 | Eyeing MU and SKHY shorts today as lower TPU memory content pressures the memory thesis. — Explicitly plans possible Micron and SK Hynix shorts based on reduced accelerator memory content. | · | tweet ↗ |
| 2026-08-25 | MU | @ScroogeCap | -0.65 | Eyeing MU and SKHY shorts today as lower TPU memory content pressures the memory thesis. — Explicitly plans possible Micron and SK Hynix shorts based on reduced accelerator memory content. | -0.0% | 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.