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
+1.97
hit rate
80%
mean α
+1.57%
signals 14d
15
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: 80% hit rate, +1.57% mean alpha, trader score +1.97. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | LPTH | @TheStockDon | +0.70 | Argues LPTH remains undervalued despite uncertain NGSRI participation and an overdone selloff. | — | tweet ↗ |
| 2026-08-28 | RTX | @TheStockDon | +0.00 | Argues LPTH's 20% selloff over NGSRI expectations is an overreaction. | — | tweet ↗ |
| 2026-08-28 | LMT | @TheStockDon | +0.10 | Argues LPTH's 20% selloff over NGSRI expectations is an overreaction. | — | tweet ↗ |
| 2026-08-28 | LPTH | @TheStockDon | +0.80 | Argues LPTH's 20% selloff over NGSRI expectations is an overreaction. | — | tweet ↗ |
| 2026-08-27 | INFQ | @TheStockDon | +0.45 | Reports NASA awarding Infleqtion $20 million for a quantum-gravity mission advancing toward flight. | -10.6% | tweet ↗ |
| 2026-08-24 | LASR | @TheStockDon | +0.75 | Starting to scale back into LASR for a swing in the $43.70s. — Explicitly begins rebuilding a LASR swing position at a stated price. | -2.7% | tweet ↗ |
| 2026-08-24 | CLF | @TheStockDon | +0.30 | Provides a daily CLF level at $12.25 with $13.09 above it. | +2.8% | tweet ↗ |
| 2026-08-21 | CLF | @TheStockDon | +0.55 | Reports $400M DoW and $500M DOE support for two CLF production advantages. | +3.1% | tweet ↗ |
| 2026-08-21 | CLF | @TheStockDon | +0.50 | Reports CLF's $1 billion Middletown investment backed by a $500 million DOE award. | +3.1% | tweet ↗ |
| 2026-08-17 | NVDA | @TheStockDon | +0.10 | Discloses a renewed PPSI long near $3 and presents a detailed twelve-month rerating thesis. | -3.3% | tweet ↗ |
| 2026-08-17 | PPSI | @TheStockDon | +0.90 | Discloses a renewed PPSI long near $3 and presents a detailed twelve-month rerating thesis. | -2.4% | tweet ↗ |
| 2026-08-17 | BE | @TheStockDon | +0.10 | Discloses a renewed PPSI long near $3 and presents a detailed twelve-month rerating thesis. | -9.2% | tweet ↗ |
| 2026-08-17 | NVDA | @TheStockDon | +0.00 | Reports PPSI Q2 backlog, margin expansion, H2 revenue guidance, cash and a $200M PRYMUS pipeline. | -3.3% | tweet ↗ |
| 2026-08-17 | PPSI | @TheStockDon | +0.65 | Reports PPSI Q2 backlog, margin expansion, H2 revenue guidance, cash and a $200M PRYMUS pipeline. | -2.4% | tweet ↗ |
| 2026-08-17 | BE | @TheStockDon | +0.00 | Reports PPSI Q2 backlog, margin expansion, H2 revenue guidance, cash and a $200M PRYMUS pipeline. | -9.2% | 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.