Author
@TheStockDon TheStockDon
grade Cx.com/TheStockDon ↗
High-conviction small-cap AI-infrastructure swing trader who maps obscure supply-chain suppliers
Posts real-time tickered swing/position trades in micro-cap
trader score
+1.04
hit rate
60%
mean α
+1.27%
signals 14d
32
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: 60% hit rate, +1.27% mean alpha, trader score +1.04. Their last-14d mentions, direction-adjusted, have moved -8.9% since posting (mean over 24 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | INFQ | @TheStockDon | +0.25 | Notes INFQ had a strong day on PT. | — | tweet ↗ |
| 2026-07-02 | CLF | @TheStockDon | +0.25 | Lists CLF daily levels above 10. | — | tweet ↗ |
| 2026-07-02 | SIVE | @TheStockDon | +0.75 | Argues SIVE supplies lasers across major CPO architectures, reducing winner-pick risk. | · | tweet ↗ |
| 2026-07-02 | AAOI | @TheStockDon | +0.00 | Argues SIVE supplies lasers across major CPO architectures, reducing winner-pick risk. | — | tweet ↗ |
| 2026-07-02 | INFQ | @TheStockDon | +0.40 | Canaccord initiates Infleqtion coverage with Buy and $22 PT. | — | tweet ↗ |
| 2026-07-01 | CLF | @TheStockDon | +0.45 | Claims federal contract code certified CLF as sole domestic qualified producer. | +4.7% | tweet ↗ |
| 2026-07-01 | CLF | @TheStockDon | +0.85 | New swing trade in CLF. — Declares new CLF swing and cites $400M 5-year sole-source contract. | +4.7% | tweet ↗ |
| 2026-07-01 | AMS | @TheStockDon | +0.20 | Says ams OSRAM is worth digging into and asks about microLED bet. | · | tweet ↗ |
| 2026-07-01 | ADEA | @TheStockDon | +0.15 | Says ams OSRAM is worth digging into and asks about microLED bet. | -8.9% | tweet ↗ |
| 2026-07-01 | AMSSY | @TheStockDon | +0.20 | Says ams OSRAM is worth digging into and asks about microLED bet. | · | tweet ↗ |
| 2026-06-29 | WULF | @TheStockDon | +0.10 | Detailed bullish data-center platform thesis for VIVO with pipeline, revenue and tenant milestones. | -17.2% | tweet ↗ |
| 2026-06-29 | IREN | @TheStockDon | +0.10 | Detailed bullish data-center platform thesis for VIVO with pipeline, revenue and tenant milestones. | -15.4% | tweet ↗ |
| 2026-06-29 | APLD | @TheStockDon | +0.10 | Detailed bullish data-center platform thesis for VIVO with pipeline, revenue and tenant milestones. | -12.5% | tweet ↗ |
| 2026-06-29 | VIVO | @TheStockDon | +0.70 | Detailed bullish data-center platform thesis for VIVO with pipeline, revenue and tenant milestones. | -12.4% | tweet ↗ |
| 2026-06-29 | VIVO | @TheStockDon | +0.50 | VIVO 6-K says preferred AI tenant selected for 41.5MW Norway data center. | -12.4% | 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.