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
-1.78
hit rate
40%
mean α
-1.50%
signals 14d
91
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, -1.50% mean alpha, trader score -1.78. Their last-14d mentions, direction-adjusted, have moved -6.5% since posting (mean over 82 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | WULF | @SmallCapSnipa | +0.35 | WULF's CEO explains its grid-first power strategy as more reliable than behind-the-meter generation. | — | tweet ↗ |
| 2026-08-28 | IREN | @SmallCapSnipa | -0.10 | Compass Point reiterates Buy but cuts IREN's price target to $85 from $105. | — | tweet ↗ |
| 2026-08-28 | WULF | @SmallCapSnipa | +0.50 | William Blair initiates WULF at Outperform with a $31 target. | — | tweet ↗ |
| 2026-08-27 | NVDA | @SmallCapSnipa | +0.00 | Reports IREN's CEO claiming unique Nvidia neocloud-certified-hypervisor status but expresses uncertainty. | -4.6% | tweet ↗ |
| 2026-08-27 | IREN | @SmallCapSnipa | +0.05 | Reports IREN's CEO claiming unique Nvidia neocloud-certified-hypervisor status but expresses uncertainty. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @SmallCapSnipa | -0.15 | Reports IREN forecasts $25B-$30B of 2027 capital expenditure. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @SmallCapSnipa | +0.10 | Reports $2.8B GPU financing including $2.4B at a 9% fixed rate for expansion. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @SmallCapSnipa | +0.55 | Quantifies IREN contract pricing, payback periods and customer prepayments against GPU CapEx. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @SmallCapSnipa | +0.60 | Reports IREN FY26 results featuring a new contract, $4B contracted ARR and $2.8B financing. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @SmallCapSnipa | +0.40 | Reports IREN secured a new multi-year contract with a leading frontier AI lab. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @SmallCapSnipa | +0.00 | Promotes a live discussion scheduled for the upcoming IREN earnings release. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @SmallCapSnipa | +0.20 | Cites Bernstein estimates for IREN remaining and total ARR ahead of earnings. | -12.5% | tweet ↗ |
| 2026-08-27 | CRWV | @SmallCapSnipa | +0.30 | Reports two June CRWV purchases by President Trump with disclosed value ranges. | -3.0% | tweet ↗ |
| 2026-08-27 | CIFR | @SmallCapSnipa | +0.45 | Cites Morgan Stanley's thesis that scarce data-center approvals and rising compute value support powered-shell providers. | -9.5% | tweet ↗ |
| 2026-08-27 | WULF | @SmallCapSnipa | +0.45 | Cites Morgan Stanley's thesis that scarce data-center approvals and rising compute value support powered-shell providers. | -6.9% | 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.