Author
@Beth_Kindig Beth_Kindig
grade Bx.com/Beth_Kindig ↗
Institutional-grade AI-compute supply-chain analyst with secular megacap conviction
Publishes original fundamental and supply-chain analysis on
trader score
-1.74
hit rate
35%
mean α
-0.57%
signals 14d
125
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, -0.57% mean alpha, trader score -1.74. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 109 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @Beth_Kindig | +0.30 | Cisco and Super Micro partner on rack-scale solutions for Cisco's Nvidia AI portfolio. | — | tweet ↗ |
| 2026-08-28 | SMCI | @Beth_Kindig | +0.40 | Cisco and Super Micro partner on rack-scale solutions for Cisco's Nvidia AI portfolio. | — | tweet ↗ |
| 2026-08-28 | CSCO | @Beth_Kindig | +0.40 | Cisco and Super Micro partner on rack-scale solutions for Cisco's Nvidia AI portfolio. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Beth_Kindig | +0.55 | NVDA expands its Amazon partnership as AWS deploys two million additional GPUs. | — | tweet ↗ |
| 2026-08-28 | AMZN | @Beth_Kindig | +0.40 | NVDA expands its Amazon partnership as AWS deploys two million additional GPUs. | — | tweet ↗ |
| 2026-08-28 | MSFT | @Beth_Kindig | +0.15 | Moonshot AI reportedly negotiates Kimi hosting and revenue-sharing deals with three cloud firms. | — | tweet ↗ |
| 2026-08-28 | GOOG | @Beth_Kindig | +0.15 | Moonshot AI reportedly negotiates Kimi hosting and revenue-sharing deals with three cloud firms. | — | tweet ↗ |
| 2026-08-28 | AMZN | @Beth_Kindig | +0.15 | Moonshot AI reportedly negotiates Kimi hosting and revenue-sharing deals with three cloud firms. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Beth_Kindig | +0.45 | NVDA reportedly plans a 15% server price increase that could add $5B per 1GW data center. | — | tweet ↗ |
| 2026-08-27 | NVDA | @Beth_Kindig | +0.10 | Micron CEO stresses that AI requires more, faster and lower-power memory. | -4.6% | tweet ↗ |
| 2026-08-27 | AVGO | @Beth_Kindig | +0.10 | Micron CEO stresses that AI requires more, faster and lower-power memory. | -0.7% | tweet ↗ |
| 2026-08-27 | MU | @Beth_Kindig | +0.50 | Micron CEO stresses that AI requires more, faster and lower-power memory. | -0.3% | tweet ↗ |
| 2026-08-27 | AMD | @Beth_Kindig | +0.10 | Micron CEO stresses that AI requires more, faster and lower-power memory. | -2.3% | tweet ↗ |
| 2026-08-27 | NVDA | @Beth_Kindig | +0.60 | Says Nvidia's Q2 results answered investor concerns about custom-silicon competition. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @Beth_Kindig | +0.50 | Nvidia guided Q3 revenue to $108B at midpoint, above $104.6B consensus. | +3.8% | 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.