Author
@akishore akishore
grade Cx.com/akishore ↗
Transparent AI-infrastructure analyst blending fundamentals, valuation math and macro framing
Posts long-form fundamental and macro analysis with heavy us
trader score
-1.30
hit rate
45%
mean α
-0.78%
signals 14d
235
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: 45% hit rate, -0.78% mean alpha, trader score -1.30. Their last-14d mentions, direction-adjusted, have moved -3.2% since posting (mean over 164 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | DELL | @akishore | +0.45 | Argues Dell's negative cash-conversion cycle offers protection if AI spending slows. | +1.0% | tweet ↗ |
| 2026-10-16 | · | @akishore | · | Sees near-$100 crude and six straight months of falling real hourly earnings as a difficult consumer backdrop. | · | tweet ↗ |
| 2026-10-16 | RKLB | @akishore | +0.45 | Would buy RKLB between $38 and $44, not at $53. — States a specific lower entry range and explains why the current price is unattractive. | +3.5% | tweet ↗ |
| 2026-10-16 | RSP | @akishore | -0.35 | Frames index strength as narrow megacap leadership vulnerable to a leader missing expectations. | +1.1% | tweet ↗ |
| 2026-10-16 | SPX | @akishore | -0.25 | Frames index strength as narrow megacap leadership vulnerable to a leader missing expectations. | · | tweet ↗ |
| 2026-10-16 | AAPL | @akishore | +0.25 | Reports Apple's folding iPhone launch selling out quickly while cautioning that constrained supply may explain it. | +1.2% | tweet ↗ |
| 2026-10-16 | RF | @akishore | +0.35 | Summarizes fresh Q3 filings showing strong brokerage and bank results alongside insurer and bond losses. | · | tweet ↗ |
| 2026-10-16 | CFG | @akishore | +0.55 | Summarizes fresh Q3 filings showing strong brokerage and bank results alongside insurer and bond losses. | · | tweet ↗ |
| 2026-10-16 | TRV | @akishore | -0.45 | Summarizes fresh Q3 filings showing strong brokerage and bank results alongside insurer and bond losses. | · | tweet ↗ |
| 2026-10-16 | SCHW | @akishore | +0.65 | Summarizes fresh Q3 filings showing strong brokerage and bank results alongside insurer and bond losses. | -1.5% | tweet ↗ |
| 2026-10-16 | TFC | @akishore | -0.25 | Summarizes fresh Q3 filings showing strong brokerage and bank results alongside insurer and bond losses. | · | tweet ↗ |
| 2026-10-16 | PNC | @akishore | +0.50 | Summarizes fresh Q3 filings showing strong brokerage and bank results alongside insurer and bond losses. | · | tweet ↗ |
| 2026-10-15 | SNDK | @akishore | +0.35 | Cites a model target of $2,963 and 84% three-month upside probability while expressing skepticism. | -11.2% | tweet ↗ |
| 2026-10-15 | APP | @akishore | +0.75 | Starting a small APP position and will add down to $230. — Discloses a new APP entry and a lower scale-in level backed by valuation and operating fundamentals. | -6.8% | tweet ↗ |
| 2026-10-15 | SFTBY | @akishore | -0.35 | Views roughly 1,100-bps CDS pricing as evidence of refinancing risk and possible AI-sector leverage stress. | -17.8% | 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.