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
-1.38
hit rate
35%
mean α
-0.54%
signals 14d
199
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, -0.54% mean alpha, trader score -1.38. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 133 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | QQQ | @akishore | -0.20 | Reports hawkish Fed remarks, higher hike odds and market closing levels. | — | tweet ↗ |
| 2026-08-28 | IWM | @akishore | -0.30 | Reports hawkish Fed remarks, higher hike odds and market closing levels. | — | tweet ↗ |
| 2026-08-28 | SPY | @akishore | -0.10 | Reports hawkish Fed remarks, higher hike odds and market closing levels. | — | tweet ↗ |
| 2026-08-28 | · | @akishore | · | Describes rate-driven rotation from chips toward software. | · | tweet ↗ |
| 2026-08-28 | NFLX | @akishore | +0.35 | Quantifies sector breadth and rotation into communications led by NFLX. | — | tweet ↗ |
| 2026-08-28 | NVDA | @akishore | -0.45 | Reports broad semiconductor declines led by NVDA, KLAC and LRCX. | — | tweet ↗ |
| 2026-08-28 | LRCX | @akishore | -0.40 | Reports broad semiconductor declines led by NVDA, KLAC and LRCX. | — | tweet ↗ |
| 2026-08-28 | KLAC | @akishore | -0.40 | Reports broad semiconductor declines led by NVDA, KLAC and LRCX. | — | tweet ↗ |
| 2026-08-28 | AMZN | @akishore | +0.40 | Evercore raised Amazon's price target to $355 from $315. | — | tweet ↗ |
| 2026-08-28 | CRM | @akishore | +0.60 | Reports continued gains after a beat-and-raise quarter and partnership. | — | tweet ↗ |
| 2026-08-28 | AMZN | @akishore | +0.45 | Describes hawkish-rate pressure on chips and rotation toward AI-monetizing software. | — | tweet ↗ |
| 2026-08-28 | CRM | @akishore | +0.45 | Describes hawkish-rate pressure on chips and rotation toward AI-monetizing software. | — | tweet ↗ |
| 2026-08-28 | IREN | @akishore | -0.25 | Questions whether AI-cloud growth can offset IREN's mining wind-down and justify valuation. | — | tweet ↗ |
| 2026-08-28 | NVDA | @akishore | -0.35 | Quantifies intraday rotation from AI hardware into software and communications. | — | tweet ↗ |
| 2026-08-28 | QQQ | @akishore | +0.05 | Quantifies intraday rotation from AI hardware into software and communications. | — | 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.