@Stockspy1 Stockspy1
Active two-sided trader blending commodity-macro theses with tickered swing shorts and pairs
Posts real-time long/short equity and ETF calls with explici
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: 40% hit rate, +0.02% mean alpha, trader score +0.01. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 188 mentions with price data).
Stockspy1 is mostly trading mean-reversion and breakdown setups: adding NVTS/GDXD shorts, shorting uranium/nuclear names, and shorting old-tech/telco charts while selectively buying HIMS, SOFI, PZZA, DRI, commodities, and a China/Korea pair. The distinctive read is that valuation matters less than flows and locked-up supply, but this week’s executed trades skew bearish with a few targeted long rebounds. Late-window activity shows heavier short concentration in NVTS and GDXD, plus a new explicit China long versus Korea short pair trade.
The author’s explicit trade flow intensified on shorts by mid-window, especially NVTS and GDXD, with multiple adds and NVTS described as the largest short. Long exposure was selective rather than broad: HIMS, SOFI, PZZA, DRI, commodities, and the China side of a China/Korea pair. Pump-risk is highest around repeatedly discussed tactical names like NVTS, GDXD, SPCX, and PZZA, where the commentary is trade-led and credibility is LOW-MEDIUM.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | DVA | @Stockspy1 | -0.12 | Light positive wordplay on DVA with chart link. | — | tweet ↗ |
| 2026-07-02 | LNTH | @Stockspy1 | -0.18 | Notes LNTH is making new highs. | · | tweet ↗ |
| 2026-07-02 | KO | @Stockspy1 | -0.15 | Says Coke is still it, implying mild positive stance. | — | tweet ↗ |
| 2026-07-02 | AIG | @Stockspy1 | -0.18 | Names AIG as favorite AI stock. | · | tweet ↗ |
| 2026-07-02 | CCK | @Stockspy1 | -0.15 | Asks about GPK while noting bullish stocks in paper and packages. | · | tweet ↗ |
| 2026-07-02 | IP | @Stockspy1 | -0.15 | Asks about GPK while noting bullish stocks in paper and packages. | · | tweet ↗ |
| 2026-07-02 | GPK | @Stockspy1 | -0.09 | Asks about GPK while noting bullish stocks in paper and packages. | · | tweet ↗ |
| 2026-07-02 | SYK | @Stockspy1 | -0.15 | Says SYK is not bad. | — | tweet ↗ |
| 2026-07-02 | LFUS | @Stockspy1 | +0.09 | Compares LFUS to TSEM without clear direction. | · | tweet ↗ |
| 2026-07-02 | TSEM | @Stockspy1 | +0.09 | Compares LFUS to TSEM without clear direction. | — | tweet ↗ |
| 2026-07-02 | NKTX | @Stockspy1 | -0.21 | Calls NKTX interesting and says chart looks bullish, while disclosing no position. | · | tweet ↗ |
| 2026-07-02 | AEIS | @Stockspy1 | +0.12 | Ticker mention with chart and negative implied tone. | · | tweet ↗ |
| 2026-07-02 | ENLT | @Stockspy1 | +0.42 | Says ENLT still has the crash ahead of it. | · | tweet ↗ |
| 2026-07-02 | COHR | @Stockspy1 | +0.27 | COHR is described as breaking down from its top; no position. | — | tweet ↗ |
| 2026-07-02 | NVT | @Stockspy1 | +0.39 | Says there is still a lot left on this short in NVT. | — | 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.