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
-0.30
hit rate
55%
mean α
-0.30%
signals 14d
59

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, -0.30% mean alpha, trader score -0.30. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 37 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02SIVE@ShortSeller-0.45Mocks SIVE followers as clowns, implying negative view.·
2026-07-02MU@ShortSeller+0.30Dismisses MU top callers and frames AI/semi pullbacks as normal after parabolic moves.
2026-07-02AMKR@ShortSeller+0.35Says not calling bottom but takes other side of bearish comment on AMKR.
2026-07-02KOSPI@ShortSeller-0.35Says KOSPI could still fall another 25% and remain in uptrend, key to AI/semi trade.·
2026-07-02CCXI@ShortSeller-0.55Warns chasers of CCXI are already down 20%+ overnight.·
2026-07-02OUST@ShortSeller+0.00Mentions OUST levels but actual levels are in chart/link, no stance in text.
2026-07-02AEHR@ShortSeller+0.00Mentions AEHR levels but actual levels are in chart/link, no stance in text.
2026-07-02AXTI@ShortSeller+0.00Mentions AXTI levels but actual levels are in chart/link, no stance in text.
2026-07-02AAOI@ShortSeller+0.00Mentions AAOI levels but actual levels are in chart/link, no stance in text.
2026-07-02ARM@ShortSeller+0.00Mentions ARM levels but actual levels are in chart/link, no stance in text.
2026-07-02AEHR@ShortSeller-0.45Says these names are going where expected in mocking bearish tone.
2026-07-02SIVE@ShortSeller-0.45Says these names are going where expected in mocking bearish tone.·
2026-07-02AAOI@ShortSeller-0.45Says these names are going where expected in mocking bearish tone.
2026-07-02IGV@ShortSeller+0.00Ticker plus chart link with no standalone textual stance.
2026-07-02SMH@ShortSeller+0.00Ticker plus chart link with no standalone textual stance.

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.