Author
@Biotech2k1 Biotech2k1
grade Ax.com/Biotech2k1 ↗
Contrarian value-rotation trader buying hated sectors while warning of an everything-bubble
Runs a transparent personal book rotating into out-of-favor
trader score
+1.02
hit rate
45%
mean α
+0.86%
signals 14d
431
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, +0.86% mean alpha, trader score +1.02. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 263 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Biotech2k1 | · | Discloses multiple AI-infrastructure trades, with only a few intended as investments | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Buy fintech names if they pull back further — Expresses conditional forward intent to buy fintech on a deeper pullback | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Discloses recent buying in unnamed key biotech stocks | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Presents bullish data-center unit economics with two-to-three-year payback and 80% margins | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Predicts an unidentified asset will rebound as AI-bubble money returns | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Projects rapid revenue growth through 2031 for an unidentified contracted-capacity company | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Argues an unidentified company can reach $35B contracted revenue by 2035 | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Gives a worst-case revenue-growth projection for an unidentified company | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | States an unidentified company's valuation ranges from $35 to $125 | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Projects an unidentified company's ARR rising from $2.5B in 2027 to $17.9B in 2032 | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Calls an unidentified stock undervalued at $35.22 versus $38-$40 fair value | · | tweet ↗ |
| 2026-08-28 | · | @Biotech2k1 | · | Values an unidentified stock at $38-$40 and says it trades below that range | · | tweet ↗ |
| 2026-08-28 | PTGX | @Biotech2k1 | +0.75 | Adding more PTGX again — Explicitly adds to an existing PTGX position | · | tweet ↗ |
| 2026-08-28 | IREN | @Biotech2k1 | +0.25 | Details averaging IREN down to below $38 and possible future buying or sale conditions | — | tweet ↗ |
| 2026-08-28 | IREN | @Biotech2k1 | +0.55 | Average down IREN if it pulls back into the low $30s — Added IREN at $36 and plans further buying below fair value on a pullback | — | 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.