rjccapital
rjccapital, which posts on X as RJC, is a pseudonymous investing account, on X since January 2025, that covers AI-infrastructure stocks, above all the AI cloud provider Nebius. It also follows memory and storage makers such as Micron and SanDisk, semiconductor equipment, optical components and the power and energy-storage companies that serve data centres, such as Fluence and Bloom Energy. Its posts mix analysis of earnings, contracts and financing with news relays, live commentary on earnings calls, occasional macro notes and frequent memes and parody. In January 2026 it launched RJC, a paid Substack newsletter whose profile describes its author as a concentrated investor; the newsletter has published earnings reviews and previews, sector pieces, portfolio reviews and reading lists.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #66 | #814 | #339 | #8 | — | #283 |
| Calls | 85 | 83 | 78 | 37 | 0/10 | 83 |
| Avg return | +1.9% | -1.4% | +1.5% | +42.4% | — | +10.6% |
| vs S&P 500 | +2.2 pp | -1.9 pp | +0.5 pp | +34.5 pp | — | +8.0 pp |
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rjccapital has 74 trade ideas tracked on Buzzberg across 68 tickers since January 2026. Win rate 39% across 74 evaluated calls, average return -9.7%. Ranked #814 on Buzzberg's 30-day Authors leaderboard. Most covered: NBIS, SNDK, MU.
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
