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
+0.17
hit rate
50%
mean α
+0.18%
signals 14d
126
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: 50% hit rate, +0.18% mean alpha, trader score +0.17. Their last-14d mentions, direction-adjusted, have moved -13.4% since posting (mean over 120 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CRWV | @SmallCapSnipa | -0.45 | Highlights CoreWeave's approximately $3.3 billion annual interest expense as a concern. | -11.7% | tweet ↗ |
| 2026-10-15 | RIOT | @SmallCapSnipa | +0.00 | References William Blair research on Anthropic's compute commitments and a related infrastructure basket. | -19.2% | tweet ↗ |
| 2026-10-15 | SPCX | @SmallCapSnipa | +0.00 | References William Blair research on Anthropic's compute commitments and a related infrastructure basket. | · | tweet ↗ |
| 2026-10-15 | WULF | @SmallCapSnipa | +0.00 | References William Blair research on Anthropic's compute commitments and a related infrastructure basket. | -10.3% | tweet ↗ |
| 2026-10-15 | NBIS | @SmallCapSnipa | +0.00 | References William Blair research on Anthropic's compute commitments and a related infrastructure basket. | -15.7% | tweet ↗ |
| 2026-10-15 | AMZN | @SmallCapSnipa | +0.00 | References William Blair research on Anthropic's compute commitments and a related infrastructure basket. | -2.7% | tweet ↗ |
| 2026-10-15 | GOOGL | @SmallCapSnipa | +0.00 | References William Blair research on Anthropic's compute commitments and a related infrastructure basket. | -8.3% | tweet ↗ |
| 2026-10-15 | RKLB | @SmallCapSnipa | -0.70 | Quotes Jim Cramer saying RKLB presents a great opportunity to sell. | -4.8% | tweet ↗ |
| 2026-10-15 | NBIS | @SmallCapSnipa | -0.35 | JPMorgan investor feedback shows mixed AI sentiment and concern over returns and funding sustainability. | -15.7% | tweet ↗ |
| 2026-10-15 | AMZN | @SmallCapSnipa | -0.20 | JPMorgan investor feedback shows mixed AI sentiment and concern over returns and funding sustainability. | -2.7% | tweet ↗ |
| 2026-10-15 | GOOGL | @SmallCapSnipa | -0.20 | JPMorgan investor feedback shows mixed AI sentiment and concern over returns and funding sustainability. | -8.3% | tweet ↗ |
| 2026-10-15 | MU | @SmallCapSnipa | -0.25 | JPMorgan investor feedback shows mixed AI sentiment and concern over returns and funding sustainability. | -5.8% | tweet ↗ |
| 2026-10-15 | MSFT | @SmallCapSnipa | -0.20 | JPMorgan investor feedback shows mixed AI sentiment and concern over returns and funding sustainability. | -2.8% | tweet ↗ |
| 2026-10-15 | NVDA | @SmallCapSnipa | -0.25 | JPMorgan investor feedback shows mixed AI sentiment and concern over returns and funding sustainability. | -2.9% | tweet ↗ |
| 2026-10-15 | IREN | @SmallCapSnipa | +0.35 | Argues the IREN and CoreWeave CEOs should buy shares to demonstrate long-term conviction. | -18.0% | 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.