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
+1.17
hit rate
60%
mean α
+1.21%
signals 14d
26
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: 60% hit rate, +1.21% mean alpha, trader score +1.17. Their last-14d mentions, direction-adjusted, have moved -2.8% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | ZS | @akramsrazor | +0.65 | Argues ZS could sell itself for at least $30B and V back to $190-$200. | +0.6% | tweet ↗ |
| 2026-07-01 | MU | @akramsrazor | -0.25 | Critiques AI inference demand narratives and questions Micron approaching a huge operating income run rate. | -5.5% | tweet ↗ |
| 2026-06-27 | · | @akramsrazor | · | Rejects infinite compute demand thesis; argues demand is finite and pricing would be impacted. | · | tweet ↗ |
| 2026-06-27 | · | @akramsrazor | · | Skeptical that quant-fund demand for shared edge is unlimited-budget material. | · | tweet ↗ |
| 2026-06-26 | · | @akramsrazor | · | Recaps past frack sand IPOs moving 5-10x before collapsing with oil. | · | tweet ↗ |
| 2026-06-26 | · | @akramsrazor | · | Warns memory price panic buying can unwind despite demand exceeding supply. | · | tweet ↗ |
| 2026-06-25 | · | @akramsrazor | · | Warns that if all players chase the same thing and refuse to fold, problems may emerge. | · | tweet ↗ |
| 2026-06-25 | · | @akramsrazor | · | Says bull scenario already underwrites robust expectations through 2030 for component stocks. | · | tweet ↗ |
| 2026-06-25 | MU | @akramsrazor | -0.65 | Lays out most bearish MU theory: contracts remove squeeze buyers and put air into spot market. | -19.6% | tweet ↗ |
| 2026-06-25 | · | @akramsrazor | · | Warns optics component names may not capture rent relative to their market caps until 2030s. | · | tweet ↗ |
| 2026-06-25 | · | @akramsrazor | · | Questions valuation given 30% operating margin and high FCF multiple assumptions. | · | tweet ↗ |
| 2026-06-25 | GOOG | @akramsrazor | +0.00 | Argues many component stocks are priced for cycles into 2030s while Micron is cheaper. | +4.1% | tweet ↗ |
| 2026-06-25 | MU | @akramsrazor | +0.45 | Argues many component stocks are priced for cycles into 2030s while Micron is cheaper. | -19.6% | tweet ↗ |
| 2026-06-25 | · | @akramsrazor | · | Critiques valuation: at 80% operating income, 100x earnings nearly equals 100x sales. | · | tweet ↗ |
| 2026-06-25 | META | @akramsrazor | -0.15 | Says MU's memory economics make the rest of datacenter capex chain look weak by comparison. | +7.4% | 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.