Author
@sp3cul8r sp3cul8r
grade Bx.com/sp3cul8r ↗
Conviction AI-stack thesis-builder who trades the NVDA-led narrative with positioning overlays
Writes long-form bullish theses on the AI hardware/software
trader score
-1.11
hit rate
40%
mean α
-0.97%
signals 14d
66
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, -0.97% mean alpha, trader score -1.11. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 43 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @sp3cul8r | · | Says an unidentified stock has never traded properly in the author's experience. | · | tweet ↗ |
| 2026-08-27 | MRVL | @sp3cul8r | -0.65 | Author warns never to hold MRVL long into earnings and keeps it on a no-touch list. | -10.3% | tweet ↗ |
| 2026-08-27 | NVDA | @sp3cul8r | +0.70 | Rejects large-cap concerns and argues AI-scale revenue growth supports investing in Nvidia. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @sp3cul8r | +0.75 | Predicts Nvidia will reach all-time highs soon. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @sp3cul8r | +0.45 | Reports Nvidia's highest-volume green hourly candle since October 2025 and cites the prior rally. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @sp3cul8r | +0.80 | Expresses strong expectation that Nvidia is ready to rally. | -4.6% | tweet ↗ |
| 2026-08-26 | CCJ | @sp3cul8r | +0.35 | Cameco is reported breaking above the $110 level with positive tone. | -6.8% | tweet ↗ |
| 2026-08-26 | META | @sp3cul8r | -0.30 | Author discloses exiting Meta $580 calls. | +0.3% | tweet ↗ |
| 2026-08-26 | META | @sp3cul8r | +0.85 | Long META at $593. — Explicit new long entry with price. | +0.3% | tweet ↗ |
| 2026-08-26 | META | @sp3cul8r | +0.55 | Says a major overhang is removed and Meta stock can probably rise after dodging a larger liability. | +0.3% | tweet ↗ |
| 2026-08-25 | CCJ | @sp3cul8r | +0.85 | Doubled CCJ position on reports of possible Korean investment in Westinghouse. — Explicitly doubles a CCJ position based on a detailed, sourced nuclear-sector development. | -6.5% | tweet ↗ |
| 2026-08-25 | CCJ | @sp3cul8r | +0.35 | Identifies CCJ crossing its 200-day moving average and notes stops can be managed around it. | -6.5% | tweet ↗ |
| 2026-08-25 | XE | @sp3cul8r | +0.20 | Adds XE to a broader watch list, implying favorable thematic inclusion rather than a new position. | -9.9% | tweet ↗ |
| 2026-08-25 | · | @sp3cul8r | · | Expresses strong bullishness on uranium stocks due to rising prices and a Westinghouse IPO catalyst. | · | tweet ↗ |
| 2026-08-25 | · | @sp3cul8r | · | Reports confirmed flight logs showing the CIA director traveled to Moscow. | · | 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.