Author

@TheStockerMan TheStockerMan

grade Bx.com/TheStockerMan ↗

High-conviction long-only growth investor building AI-era valuation theses on a concentrated basket

Writes long-form fundamental and valuation theses on a conce

trader score
-3.39
hit rate
15%
mean α
-3.29%
signals 14d
75

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: 15% hit rate, -3.29% mean alpha, trader score -3.39. Their last-14d mentions, direction-adjusted, have moved -13.4% since posting (mean over 69 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16CRWV@TheStockerMan+0.55Argues CRWV offers substantial upside if growth, interest coverage, and free cash flow improve.-11.7%
2026-10-16CRWV@TheStockerMan-0.20Reports nearly $1 billion of CEO-linked CRWV share sales while providing mitigating 10b5-1 context.-11.7%
2026-10-15SOFI@TheStockerMan+0.35Says SOFI needs a strong catalyst and Q3 earnings could provide it.-3.1%
2026-10-15·@TheStockerMan·Affirms comfort with existing holdings through drawdowns but names no security.·
2026-10-15HIMS@TheStockerMan+0.85Reaffirms a long HIMS position with a detailed international, product, regulatory, and operating thesis.-5.7%
2026-10-15HIMS@TheStockerMan+0.65Expresses enthusiastic support for HIMS.-5.7%
2026-10-15SOFI@TheStockerMan+0.45Notes SOFI defended $14 and sees Q3 earnings as a chance to improve poor sentiment.-3.1%
2026-10-15NBIS@TheStockerMan+0.65Argues the NBIS selloff is excessive because its balance sheet and customer prepayments reduce financing risk.-15.7%
2026-10-15RKLB@TheStockerMan+0.70Presents a long-term RKLB thesis in which diversified space businesses offset the negative Neutron delay.-4.8%
2026-10-15NVDA@TheStockerMan+0.10Reports Jensen Huang defending CRWV's financial strength and saying an NVDA backstop is unnecessary.-2.9%
2026-10-15CRWV@TheStockerMan+0.50Reports Jensen Huang defending CRWV's financial strength and saying an NVDA backstop is unnecessary.-22.2%
2026-10-15OSCR@TheStockerMan+0.30Reaffirms a long-term SOFI holding, contrasts it with a completed RKLB swing, and cites OSCR as precedent.-7.4%
2026-10-15SOFI@TheStockerMan+0.75Reaffirms a long-term SOFI holding, contrasts it with a completed RKLB swing, and cites OSCR as precedent.-3.1%
2026-10-15RKLB@TheStockerMan-0.25Reaffirms a long-term SOFI holding, contrasts it with a completed RKLB swing, and cites OSCR as precedent.-4.8%
2026-10-14RKLB@TheStockerMan+0.35Reviews an RKLB swing where a roughly 20% unrealized gain was not trimmed at resistance.-11.1%

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.