Author
@USStockSheep USStockSheep
grade Bx.com/USStockSheep ↗
Anonymous bilingual retail analyst mapping AI-infrastructure supply chains to overlooked semiconductor names
Posts original, reasoning-heavy theses and screened baskets
trader score
-1.35
hit rate
35%
mean α
-0.68%
signals 14d
83
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, -0.68% mean alpha, trader score -1.35. Their last-14d mentions, direction-adjusted, have moved -5.8% since posting (mean over 65 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NFLX | @USStockSheep | -0.10 | Aggregates multiple corporate events including launches, executive changes, expansion plans, and strategic reviews. | -6.6% | tweet ↗ |
| 2026-10-16 | UBS | @USStockSheep | -0.10 | Aggregates multiple corporate events including launches, executive changes, expansion plans, and strategic reviews. | -2.7% | tweet ↗ |
| 2026-10-16 | CRCL | @USStockSheep | +0.20 | Aggregates multiple corporate events including launches, executive changes, expansion plans, and strategic reviews. | +4.5% | tweet ↗ |
| 2026-10-16 | LYFT | @USStockSheep | +0.20 | Aggregates multiple corporate events including launches, executive changes, expansion plans, and strategic reviews. | +0.7% | tweet ↗ |
| 2026-10-16 | TSLA | @USStockSheep | +0.20 | Aggregates multiple corporate events including launches, executive changes, expansion plans, and strategic reviews. | +4.9% | tweet ↗ |
| 2026-10-16 | CRWV | @USStockSheep | +0.10 | Aggregates multiple corporate events including launches, executive changes, expansion plans, and strategic reviews. | -11.7% | tweet ↗ |
| 2026-10-16 | TLT | @USStockSheep | -0.15 | Uses five ETFs to distinguish semiconductor weakness from broader market selling or a rotation. | +1.6% | tweet ↗ |
| 2026-10-16 | IWM | @USStockSheep | +0.20 | Uses five ETFs to distinguish semiconductor weakness from broader market selling or a rotation. | +2.0% | tweet ↗ |
| 2026-10-16 | RSP | @USStockSheep | +0.20 | Uses five ETFs to distinguish semiconductor weakness from broader market selling or a rotation. | +1.1% | tweet ↗ |
| 2026-10-16 | ITB | @USStockSheep | +0.00 | Uses five ETFs to distinguish semiconductor weakness from broader market selling or a rotation. | +4.8% | tweet ↗ |
| 2026-10-16 | SMH | @USStockSheep | -0.35 | Uses five ETFs to distinguish semiconductor weakness from broader market selling or a rotation. | -2.3% | tweet ↗ |
| 2026-10-15 | · | @USStockSheep | · | Explains falling Treasury yields despite hot PPI as a flight to bonds during technology-stock weakness. | · | tweet ↗ |
| 2026-10-14 | · | @USStockSheep | · | Advocates buying stocks cheaply and selling them high rather than chasing prices. | · | tweet ↗ |
| 2026-10-14 | CIEN | @USStockSheep | +0.45 | Constructive thesis on CIEN demand, pricing power, and supply constraints. | -10.9% | tweet ↗ |
| 2026-10-14 | TER | @USStockSheep | -0.10 | Reports ASML sales and TER's agreement to buy about $300M of newly issued FORM shares. | -14.1% | 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.