Author

@akramsrazor akramsrazor

grade Ax.com/akramsrazor ↗

Deep AI-infrastructure bottleneck analyst turning macro frameworks into specific stock calls

Builds original fundamental theses around AI compute/power/m

trader score
+0.80
hit rate
65%
mean α
+1.28%
signals 14d
54

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: 65% hit rate, +1.28% mean alpha, trader score +0.80. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 41 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16NET@akramsrazor-0.20Argues CRWD fundamentals relative to price resemble NET growing only 1%-2%.+9.9%
2026-10-16CRWD@akramsrazor-0.45Argues CRWD fundamentals relative to price resemble NET growing only 1%-2%.+13.3%
2026-10-16PLTR@akramsrazor-0.65Rejects CRWD's platform narrative and warns extreme multiples require major acquisitions.+5.8%
2026-10-16CRWD@akramsrazor-0.60Rejects CRWD's platform narrative and warns extreme multiples require major acquisitions.+13.3%
2026-10-16PANW@akramsrazor-0.25CRWD is the obvious short among the SaaS and cybersecurity basket. — Explicitly identifies CRWD as the preferred short in a named comparison basket.+11.3%
2026-10-16CRWD@akramsrazor-0.80CRWD is the obvious short among the SaaS and cybersecurity basket. — Explicitly identifies CRWD as the preferred short in a named comparison basket.+13.3%
2026-10-16TWLO@akramsrazor-0.15CRWD is the obvious short among the SaaS and cybersecurity basket. — Explicitly identifies CRWD as the preferred short in a named comparison basket.+7.1%
2026-10-16DDOG@akramsrazor-0.20CRWD is the obvious short among the SaaS and cybersecurity basket. — Explicitly identifies CRWD as the preferred short in a named comparison basket.+9.1%
2026-10-16OKTA@akramsrazor-0.15CRWD is the obvious short among the SaaS and cybersecurity basket. — Explicitly identifies CRWD as the preferred short in a named comparison basket.+13.8%
2026-10-16SNOW@akramsrazor-0.20CRWD is the obvious short among the SaaS and cybersecurity basket. — Explicitly identifies CRWD as the preferred short in a named comparison basket.+6.1%
2026-10-16NVDA@akramsrazor-0.50Sarcastically contrasts projected revenue growth with NVDA trading at 1.5x 2028 revenue.-1.5%
2026-10-16LITE@akramsrazor+0.40Do not buy LITE again until it trades in the $600s. — Sets a conditional future re-entry level for LITE.-8.2%
2026-10-16PANW@akramsrazor-0.70Long MSFT and NOW against shorts in CRWD and PANW. — States an explicit long-short software and cybersecurity trade.+11.3%
2026-10-16CRWD@akramsrazor-0.70Long MSFT and NOW against shorts in CRWD and PANW. — States an explicit long-short software and cybersecurity trade.+13.3%
2026-10-16MSFT@akramsrazor+0.70Long MSFT and NOW against shorts in CRWD and PANW. — States an explicit long-short software and cybersecurity trade.-0.9%

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.