Author

@UncleAlpha007 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
-1.68
hit rate
35%
mean α
-1.72%
signals 14d
125

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: 35% hit rate, -1.72% mean alpha, trader score -1.68. Their last-14d mentions, direction-adjusted, have moved -5.0% since posting (mean over 79 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02CRWV@UncleAlpha007+0.30Questions exploding neocloud pricing premiums and jokes about going 120% neoclouds.
2026-07-02IREN@UncleAlpha007+0.30Questions exploding neocloud pricing premiums and jokes about going 120% neoclouds.
2026-07-02NBIS@UncleAlpha007+0.30Questions exploding neocloud pricing premiums and jokes about going 120% neoclouds.
2026-07-02META@UncleAlpha007-0.20Criticizes SemiAnalysis claim that Meta capacity is accelerating while chart shows deceleration.
2026-07-02META@UncleAlpha007-0.25Labels Meta news as FUD.
2026-07-02FCEL@UncleAlpha007+0.75Bullish asymmetric basket thesis with 200%+ upside over 12 months if execution occurs.
2026-07-02BRUN@UncleAlpha007+0.75Bullish asymmetric basket thesis with 200%+ upside over 12 months if execution occurs.
2026-07-02AAOI@UncleAlpha007+0.75Bullish asymmetric basket thesis with 200%+ upside over 12 months if execution occurs.
2026-07-02·@UncleAlpha007·Jokes about prior plan to load and sell at levels, no ticker named.·
2026-07-02AAOI@UncleAlpha007-0.80Revising AAOI price target to 0 — Explicitly revises AAOI target to zero, likely frustrated but directional bearish.
2026-07-02CRM@UncleAlpha007+0.25Compares SEZL at 20x earnings to CRM at 12x FCF and says it makes no sense.
2026-07-02SEZL@UncleAlpha007-0.25Compares SEZL at 20x earnings to CRM at 12x FCF and says it makes no sense.
2026-07-01IREN@UncleAlpha007-0.55Criticizes IREN co-CEO compensation of $68M per year and $800M total.-10.4%
2026-07-01·@UncleAlpha007·Bearish on memory rerating and expects memory may flag hard.·
2026-07-01000660.KS@UncleAlpha007-0.35I plan to sell SK Hynix ADR — Says he plans to sell SK Hynix ADR and expects memory to top in 3Q.·

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.