almacap114204
AI Memory Trader
almacap114204 is a pseudonymous X account, posting as AlmaCap since March 2026, that writes long-form stock research on space companies, memory chips and Korean equities. It does not disclose a personal name, employer or credentials. Its threads cover launch, satellite and lunar businesses such as Firefly Aerospace, AST SpaceMobile, Rocket Lab and Intuitive Machines; memory makers including Micron, SanDisk, SK Hynix and Samsung; and smaller photonics, compound-semiconductor and defence suppliers, often weighing management track records, margin structure and engineering detail. It started the Substack AlmaCap Research in April 2026; its essays include a multi-part series arguing that high-bandwidth memory for AI has stopped behaving like a commodity. In a March 2026 post it referred to “my own portfolio and those I manage”.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #9 | #6 | #289 | #114 | — | #75 |
| Calls | 55 | 52 | 46 | 11 | 0/10 | 52 |
| Avg return | +5.3% | +16.7% | +6.7% | +31.8% | — | +17.0% |
| vs S&P 500 | +4.7 pp | +14.8 pp | +1.6 pp | +17.6 pp | — | +10.9 pp |
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Calls
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First Call
Best call P&L
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Showing 0 of 54 calls · sorted by mentions
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almacap114204 has 55 trade ideas tracked on Buzzberg across 54 tickers since March 2026. Win rate 43% across 54 evaluated calls, average return +1.1%. Ranked #6 on Buzzberg's 30-day Authors leaderboard. Most covered: MU, FLY, 000660.KS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
