@spluscollective spluscollective
Anon swing trader fusing AI-buildout themes with disciplined, target-driven technical setups
Posts real-time tickered swing/momentum trade ideas with ent
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 35% hit rate, -3.68% mean alpha, trader score -2.80. Their last-14d mentions, direction-adjusted, have moved -3.4% since posting (mean over 299 mentions with price data).
spluscollective is mainly pressing AI infrastructure, photonics/optics, software/healthcare rebounds, and select industrial reratings, with explicit long calls in DELL, AVGO, MSFT, HPE, HIMS, SPCX, FLR, and ALMU. The distinctive read is a willingness to own infrastructure beneficiaries and underappreciated rerating names while shorting or questioning crowded mega-cap exposure, especially AAPL and TSLA. Late-week, MSFT flipped from inclusion in a trillion-dollar short basket to a disclosed new long with a $700 target and added accumulation framing.
Conviction is concentrated in long AI infrastructure, photonics, healthcare distribution, software rebounds, and industrial power names, while bearish expressions cluster around AAPL, TSLA, crude, ACN outsourcing risk, and BMNR. The clearest flip is MSFT, which appears in the June 18 trillion-dollar short comparison but becomes a disclosed new long on June 20 and an accumulation name on June 21. Pump-risk is most relevant in small or thematic calls such as SPCX, ALMU, HPE, and HIMS where explicit targets are aggressive and the author leans heavily on rerating or momentum framing.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | AMD | @spluscollective | +0.35 | Author removed leverage names but held core common shares after pullback. | — | tweet ↗ |
| 2026-07-02 | NVDA | @spluscollective | +0.35 | Author removed leverage names but held core common shares after pullback. | — | tweet ↗ |
| 2026-07-02 | MU | @spluscollective | +0.35 | Author removed leverage names but held core common shares after pullback. | — | tweet ↗ |
| 2026-07-02 | AVGO | @spluscollective | +0.35 | Author removed leverage names but held core common shares after pullback. | — | tweet ↗ |
| 2026-07-02 | SPY | @spluscollective | +0.15 | Author removed leverage names but held core common shares after pullback. | — | tweet ↗ |
| 2026-07-02 | MSFT | @spluscollective | +0.70 | Author says MSFT is due for an epic run and sees 600s by mid-2027. | — | tweet ↗ |
| 2026-07-02 | MU | @spluscollective | +0.85 | Hyperbolic bullish statement that Micron will go to 2000+. | — | tweet ↗ |
| 2026-07-02 | SPX | @spluscollective | +0.45 | Says SPX close around a chart line into weekend would rip next week. | · | tweet ↗ |
| 2026-07-02 | CRWV | @spluscollective | -0.55 | Meta AI compute seen as negative for neo-cloud competitors. | — | tweet ↗ |
| 2026-07-02 | IREN | @spluscollective | -0.55 | Meta AI compute seen as negative for neo-cloud competitors. | — | tweet ↗ |
| 2026-07-02 | META | @spluscollective | +0.15 | Meta AI compute seen as negative for neo-cloud competitors. | — | tweet ↗ |
| 2026-07-02 | NBIS | @spluscollective | -0.55 | Meta AI compute seen as negative for neo-cloud competitors. | — | tweet ↗ |
| 2026-07-02 | SCHD | @spluscollective | +0.50 | Long-term DCA compounding case for SCHD with projected balances. | — | tweet ↗ |
| 2026-07-02 | HOOD | @spluscollective | +0.65 | HOOD AVWAP setup; close above 110 could test 140 or more. | — | tweet ↗ |
| 2026-07-01 | STRL | @spluscollective | +0.00 | Author says AGX deserves attention and could run like peers. | -9.8% | 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.