Author

@ShortSeller ShortSeller

Paywalled thematic stock-picker mapping photonics, data-center power, and AI-infra baskets

Builds and continuously updates named thematic 'baskets' (ph

trader score
-0.39
hit rate
40%
mean α
-0.27%
signals 14d
57

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: 40% hit rate, -0.27% mean alpha, trader score -0.39. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 45 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15·@ShortSeller·Rejects Anthropic IPO valuation as the key AI signal and argues capex is what matters.·
2026-10-15MU@ShortSeller+0.00States MU traded beyond a negative three-standard-deviation move only 101 times in 10,000 candles.-5.8%
2026-10-15TNX@ShortSeller+0.00Invokes a failed-move technical principle alongside a TNX chart.·
2026-10-14SMH@ShortSeller+0.35Labels SMH as Stage 2 in a stage-analysis chart, implying an advancing trend.-6.6%
2026-10-14·@ShortSeller·Says a shortage of capital undermines the AI trade.·
2026-10-13NBIS@ShortSeller+0.20Notes NBIS has a distinctive inside monthly candle versus other neocloud stocks, pending the monthly close.-23.3%
2026-10-13MU@ShortSeller+0.10Observes an unfinished inside monthly candle in Micron.-7.9%
2026-10-13ASTS@ShortSeller+0.00References ASTS's unfinished monthly chart without stating a clear directional view.-15.5%
2026-10-13AAOI@ShortSeller+0.00Ticker-plus-chart post requires unseen media and gives no textual stance.-31.0%
2026-10-13SMH@ShortSeller-0.20Cautiously flags an unfinished monthly semiconductor ETF candle as noteworthy.-10.4%
2026-10-13NQ@ShortSeller-0.25Warns that unfinished monthly candles deserve caution despite new highs.·
2026-10-13SPY@ShortSeller-0.30Warns that unfinished monthly candles deserve caution despite new highs.-2.3%
2026-10-13RTY@ShortSeller-0.25Warns that unfinished monthly candles deserve caution despite new highs.·
2026-10-13SMH@ShortSeller+0.40Calls SMH a binary event but identifies a favorable high-tight-flag setup.-10.4%
2026-10-13RSP@ShortSeller+0.00References relative pairs among four assets but the chart is needed to determine direction.+1.5%

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.