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
-0.21
hit rate
40%
mean α
-0.15%
signals 14d
183
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: 40% hit rate, -0.15% mean alpha, trader score -0.21. Their last-14d mentions, direction-adjusted, have moved -4.0% since posting (mean over 157 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @TheStockerMan | +0.45 | Argues CRWV's valuation compressed while operating leverage, backlog, and AI-demand evidence improved. | — | tweet ↗ |
| 2026-08-28 | CRWV | @TheStockerMan | +0.65 | Argues CRWV's valuation compressed while operating leverage, backlog, and AI-demand evidence improved. | — | tweet ↗ |
| 2026-08-28 | DUOL | @TheStockerMan | +0.75 | Builds a long-term bullish framework for HIMS and DUOL despite near-term margin and bookings concerns. | — | tweet ↗ |
| 2026-08-28 | HIMS | @TheStockerMan | +0.70 | Builds a long-term bullish framework for HIMS and DUOL despite near-term margin and bookings concerns. | — | tweet ↗ |
| 2026-08-28 | NVO | @TheStockerMan | +0.30 | Argues HIMS's margin sacrifice funds customer growth, international expansion, and a broader health platform. | — | tweet ↗ |
| 2026-08-28 | HIMS | @TheStockerMan | +0.75 | Argues HIMS's margin sacrifice funds customer growth, international expansion, and a broader health platform. | — | tweet ↗ |
| 2026-08-28 | HIMS | @TheStockerMan | +0.70 | Expects short-term volatility but says the long-term HIMS thesis strengthened after earnings. | — | tweet ↗ |
| 2026-08-28 | IREN | @TheStockerMan | -0.35 | Says expectations had moved ahead of IREN's actual infrastructure buildout. | — | tweet ↗ |
| 2026-08-28 | IREN | @TheStockerMan | +0.05 | Warns against extrapolating one quarter and wants measurable improvement over coming quarters. | — | tweet ↗ |
| 2026-08-28 | · | @TheStockerMan | · | Criticizes an unidentified company for dilution, aggressive compensation, and unproven execution. | · | tweet ↗ |
| 2026-08-28 | NBIS | @TheStockerMan | +0.40 | Says NBIS has proven AI economics while IREN's potential margin advantage still needs evidence. | — | tweet ↗ |
| 2026-08-28 | IREN | @TheStockerMan | +0.05 | Says NBIS has proven AI economics while IREN's potential margin advantage still needs evidence. | — | tweet ↗ |
| 2026-08-28 | IREN | @TheStockerMan | -0.15 | Opportunity exists, but revenue conversion and execution remain key risks. | — | tweet ↗ |
| 2026-08-28 | IREN | @TheStockerMan | -0.10 | Says IREN's outcome now depends entirely on execution. | — | tweet ↗ |
| 2026-08-28 | NBIS | @TheStockerMan | +0.35 | Credits NBIS execution while saying IREN has not yet earned investor trust. | — | 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.