trader score
+1.21
hit rate
55%
mean α
+1.34%
signals 14d
45
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, +1.34% mean alpha, trader score +1.21. Their last-14d mentions, direction-adjusted, have moved +0.0% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | IREN | @XCapitalMgmt | -0.35 | Raises governance and disclosure concerns about IREN co-CEO compensation based on non-public info. | — | tweet ↗ |
| 2026-07-03 | PLTR | @XCapitalMgmt | +0.20 | Argues AI compute market is large and not zero sum, with demand exceeding IREN, Nebius, and CoreWeave capacity. | — | tweet ↗ |
| 2026-07-03 | CRWV | @XCapitalMgmt | +0.35 | Argues AI compute market is large and not zero sum, with demand exceeding IREN, Nebius, and CoreWeave capacity. | — | tweet ↗ |
| 2026-07-03 | IREN | @XCapitalMgmt | +0.45 | Argues AI compute market is large and not zero sum, with demand exceeding IREN, Nebius, and CoreWeave capacity. | — | tweet ↗ |
| 2026-07-02 | IREN | @XCapitalMgmt | -0.15 | Wants to see Aug/Nov earnings because non-revenue PRs are frontloaded and priced in. | — | tweet ↗ |
| 2026-07-02 | PLTR | @XCapitalMgmt | -0.10 | Questions where PLTR and enterprises get compute for scaled AI cloud solutions. | — | tweet ↗ |
| 2026-07-02 | IREN | @XCapitalMgmt | +0.55 | If I'm not selling, I'm buying. — States not selling and buying IREN while believing in its infrastructure and monetization path. | — | tweet ↗ |
| 2026-07-02 | IREN | @XCapitalMgmt | -0.05 | Waiting for Aug/Nov earnings before reacting to vesting conditions. | — | tweet ↗ |
| 2026-07-02 | HIMS | @XCapitalMgmt | +0.60 | Discloses being long HIMS and OPEN due to AI metathesis behind each. | — | tweet ↗ |
| 2026-07-02 | OPEN | @XCapitalMgmt | +0.60 | Discloses being long HIMS and OPEN due to AI metathesis behind each. | — | tweet ↗ |
| 2026-07-02 | IREN | @XCapitalMgmt | -0.35 | Criticizes IREN co-CEO comp package for not tying vesting to $70 share price and 600K GPUs revenue. | — | tweet ↗ |
| 2026-07-02 | NVDA | @XCapitalMgmt | +0.00 | Criticizes IREN co-CEO comp package for not tying vesting to $70 share price and 600K GPUs revenue. | — | tweet ↗ |
| 2026-07-02 | META | @XCapitalMgmt | -0.15 | Doubts Meta excess compute equals highest-tier cloud services with strict SLAs. | — | tweet ↗ |
| 2026-07-01 | IREN | @XCapitalMgmt | -0.25 | Says management lacks performance vesting and needs materially more contracted revenue. | -10.4% | tweet ↗ |
| 2026-07-01 | IREN | @XCapitalMgmt | -0.45 | Says IREN debt, dilution, opex, or capex without revenue raises the bar for deals. | -10.4% | 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.