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
-1.95
hit rate
25%
mean α
-1.57%
signals 14d
50

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: 25% hit rate, -1.57% mean alpha, trader score -1.95. Their last-14d mentions, direction-adjusted, have moved -6.6% since posting (mean over 34 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27SIVE@ShortSeller-0.90Criticizes SIVE's costly fab expansion, likely dilution, delayed listing and lack of qualified customers.·
2026-08-27SIVE@ShortSeller-0.80Sarcastically equates SIVE's hybrid manufacturing plan with shareholder dilution.·
2026-08-27SIVE@ShortSeller-0.85Mocks SIVE's lack of sales and earnings support for its valuation.·
2026-08-27SMH@ShortSeller+0.00Presents a relative-performance chart comparing CLOU with SMH.-3.5%
2026-08-27CLOU@ShortSeller+0.00Presents a relative-performance chart comparing CLOU with SMH.·
2026-08-27XSW@ShortSeller+0.50Reports XSW reaching new all-time highs.·
2026-08-26SPCX@ShortSeller+0.40CBRS inverse head-and-shoulders failed while SPCX cup-and-handle remains possible.·
2026-08-26CBRS@ShortSeller-0.50CBRS inverse head-and-shoulders failed while SPCX cup-and-handle remains possible.·
2026-08-26SGMO@ShortSeller+0.50Mentions multiple bidders, implying acquisition interest, but provides no completed transaction.·
2026-08-26SGMO@ShortSeller+0.70Multiple potential asset bidders and an asserted $200M tax-loss value imply upside.·
2026-08-25SIVEF@ShortSeller+0.25Discloses a large existing position while criticizing premature bullish promotion.·
2026-08-24AAOI@ShortSeller+0.00Promotes updated technical levels for several tickers without exposing the underlying analysis.-1.3%
2026-08-24SPY@ShortSeller+0.00Promotes updated technical levels for several tickers without exposing the underlying analysis.+0.8%
2026-08-24MRVL@ShortSeller+0.00Promotes updated technical levels for several tickers without exposing the underlying analysis.-5.5%
2026-08-24AMZN@ShortSeller+0.00Promotes updated technical levels for several tickers without exposing the underlying analysis.+1.7%

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.