Author
@SmallCapSnipa SmallCapSnipa
grade Cx.com/SmallCapSnipa ↗
High-conviction AI-compute/neocloud specialist tracking capacity, GPU pricing, and 13F flows
Posts a continuous bullish thesis on the AI data center / ne
trader score
+0.69
hit rate
60%
mean α
+0.82%
signals 14d
140
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: 60% hit rate, +0.82% mean alpha, trader score +0.69. Their last-14d mentions, direction-adjusted, have moved -11.3% since posting (mean over 120 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | META | @SmallCapSnipa | +0.45 | Cites SemiAnalysis view that Meta capex and compute procurement will accelerate. | — | tweet ↗ |
| 2026-07-02 | MU | @SmallCapSnipa | +0.20 | Reports MU forward P/E ratio of 6.28. | — | tweet ↗ |
| 2026-07-02 | IREN | @SmallCapSnipa | +0.00 | Mentions breakdown of co-CEO RSU grants and performance plan. | — | tweet ↗ |
| 2026-07-02 | IREN | @SmallCapSnipa | +0.05 | Asks about IREN compensation plan and lists options strike and vesting thresholds. | — | tweet ↗ |
| 2026-07-02 | AAOI | @SmallCapSnipa | +0.35 | Despite -40% move, author highlights capacity expansion and strong demand into 2027. | — | tweet ↗ |
| 2026-07-02 | NBIS | @SmallCapSnipa | +0.45 | OpenAI compute constraint comments framed as validation for NBIS demand. | — | tweet ↗ |
| 2026-07-02 | CRWV | @SmallCapSnipa | +0.45 | SoftBank AI compute plan cited as validating compute demand and neocloud business models. | — | tweet ↗ |
| 2026-07-02 | NBIS | @SmallCapSnipa | +0.45 | SoftBank AI compute plan cited as validating compute demand and neocloud business models. | — | tweet ↗ |
| 2026-07-02 | IREN | @SmallCapSnipa | +0.45 | SoftBank AI compute plan cited as validating compute demand and neocloud business models. | — | tweet ↗ |
| 2026-07-02 | SPCX | @SmallCapSnipa | +0.25 | SoftBank AI compute plan cited as validating compute demand and neocloud business models. | · | tweet ↗ |
| 2026-07-02 | META | @SmallCapSnipa | +0.25 | SoftBank AI compute plan cited as validating compute demand and neocloud business models. | — | tweet ↗ |
| 2026-07-01 | IREN | @SmallCapSnipa | -0.35 | Compares prior performance-heavy CEO incentives to revised time-based RSUs and prefers the former. | -10.4% | tweet ↗ |
| 2026-07-01 | IREN | @SmallCapSnipa | -0.10 | IREN grants 9 million RSUs each to co-CEOs with vesting/holding terms and no additional grants until FY2031. | -10.4% | tweet ↗ |
| 2026-07-01 | CIFR | @SmallCapSnipa | +0.65 | Busy buying stock on red days — Author says busy buying stock and calls red days a gift, listing NBIS, IREN, CIFR and AAOI. | -12.3% | tweet ↗ |
| 2026-07-01 | NBIS | @SmallCapSnipa | +0.65 | Busy buying stock on red days — Author says busy buying stock and calls red days a gift, listing NBIS, IREN, CIFR and AAOI. | -5.9% | 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.