Author
@UncleAlpha007 UncleAlpha007
grade Cx.com/UncleAlpha007 ↗
Anonymous high-conviction retail bull on small-cap AI-infrastructure and data-center power names
Posts long-form, valuation-anchored bull theses and forward
trader score
+1.13
hit rate
55%
mean α
+1.49%
signals 14d
26
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: 55% hit rate, +1.49% mean alpha, trader score +1.13. Their last-14d mentions, direction-adjusted, have moved -10.9% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | CIFR | @UncleAlpha007 | +0.65 | Frames crowded rate and AI pessimism as fuel for a squeeze, with CIFR as a potential beneficiary. | -20.9% | tweet ↗ |
| 2026-10-15 | CRWV | @UncleAlpha007 | -0.35 | Frames crowded rate and AI pessimism as fuel for a squeeze, with CIFR as a potential beneficiary. | -22.2% | tweet ↗ |
| 2026-10-15 | ACN | @UncleAlpha007 | -1.00 | Send ACN to zero. — Expresses an unequivocally extreme bearish directional view on ACN. | +10.9% | tweet ↗ |
| 2026-10-14 | MSFT | @UncleAlpha007 | +0.10 | Defends CoreWeave's CEO stock sales as prudent diversification, using Gates' Microsoft sales as comparison. | -1.7% | tweet ↗ |
| 2026-10-14 | CRWV | @UncleAlpha007 | +0.35 | Defends CoreWeave's CEO stock sales as prudent diversification, using Gates' Microsoft sales as comparison. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @UncleAlpha007 | · | Uses personal AI spending and labor savings to argue AI demand is economically valuable, not a bubble. | · | tweet ↗ |
| 2026-10-14 | SPCX | @UncleAlpha007 | -0.65 | Mocks the market's bearish CRWV view while rejecting a 2T SpaceX valuation narrative. | · | tweet ↗ |
| 2026-10-14 | CRWV | @UncleAlpha007 | +0.30 | Mocks the market's bearish CRWV view while rejecting a 2T SpaceX valuation narrative. | -17.6% | tweet ↗ |
| 2026-10-14 | CRWV | @UncleAlpha007 | +0.40 | Counters bearish debt claims by stating CRWV's weighted-average debt yield is 8.5%, not 15%. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @UncleAlpha007 | · | Questions the quality of popular analysis of neocloud credit risk. | · | tweet ↗ |
| 2026-10-13 | · | @UncleAlpha007 | · | Argues the Nasdaq offers unusually attractive forward valuation, growth, leverage and return metrics. | · | tweet ↗ |
| 2026-10-13 | META | @UncleAlpha007 | +0.50 | Argues Nasdaq fundamentals make active outperformance difficult without concentrating in mega-cap leaders. | -15.7% | tweet ↗ |
| 2026-10-13 | AMZN | @UncleAlpha007 | +0.50 | Argues Nasdaq fundamentals make active outperformance difficult without concentrating in mega-cap leaders. | -4.1% | tweet ↗ |
| 2026-10-13 | GOOGL | @UncleAlpha007 | +0.50 | Argues Nasdaq fundamentals make active outperformance difficult without concentrating in mega-cap leaders. | -9.5% | tweet ↗ |
| 2026-10-13 | MSFT | @UncleAlpha007 | +0.50 | Argues Nasdaq fundamentals make active outperformance difficult without concentrating in mega-cap leaders. | -3.5% | 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.