Author
@caizhenghai caizhenghai
grade Cx.com/caizhenghai ↗
Bilingual AI-hardware momentum commentator mapping GPU-to-storage rotation with candid trade disclosure
Posts rapid, mostly short-form bullish commentary and ticker
trader score
-1.49
hit rate
40%
mean α
-0.99%
signals 14d
47
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: 40% hit rate, -0.99% mean alpha, trader score -1.49. Their last-14d mentions, direction-adjusted, have moved -7.2% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @caizhenghai | · | General trading view that trends do not reverse easily and range trading works. | · | tweet ↗ |
| 2026-07-02 | · | @caizhenghai | · | Reports making living expenses from A-shares in June. | · | tweet ↗ |
| 2026-07-02 | SNDK | @caizhenghai | -0.20 | Chinese comment appears dissatisfied with chart duration on MU and SNDK. | — | tweet ↗ |
| 2026-07-02 | MU | @caizhenghai | -0.20 | Chinese comment appears dissatisfied with chart duration on MU and SNDK. | — | tweet ↗ |
| 2026-07-02 | GLW | @caizhenghai | -0.60 | Sarcastic Chinese critique says believing in optical names ends in losing everything. | — | tweet ↗ |
| 2026-07-02 | AAOI | @caizhenghai | -0.60 | Sarcastic Chinese critique says believing in optical names ends in losing everything. | — | tweet ↗ |
| 2026-07-01 | META | @caizhenghai | +0.25 | Joking that Zuckerberg created a dip-buying opportunity. | -4.9% | tweet ↗ |
| 2026-07-01 | KORU | @caizhenghai | +0.45 | Bought another tranche of KORU — Says another purchase of KORU is in hand. | -9.8% | tweet ↗ |
| 2026-07-01 | · | @caizhenghai | · | Says semiconductors collapsed. | · | tweet ↗ |
| 2026-07-01 | SOXX | @caizhenghai | -0.25 | Contrasts today's winners and losers, tagging META and semiconductor ETFs. | -5.6% | tweet ↗ |
| 2026-07-01 | META | @caizhenghai | +0.35 | Contrasts today's winners and losers, tagging META and semiconductor ETFs. | -4.9% | tweet ↗ |
| 2026-07-01 | SOXL | @caizhenghai | -0.35 | Contrasts today's winners and losers, tagging META and semiconductor ETFs. | -16.6% | tweet ↗ |
| 2026-07-01 | META | @caizhenghai | -0.15 | Mocks Meta having excess compute and says semiconductor bubble may burst. | -4.9% | tweet ↗ |
| 2026-06-30 | KORU | @caizhenghai | +0.30 | Reports another small win on KORU. | -30.7% | tweet ↗ |
| 2026-06-30 | XIAOMI.HK | @caizhenghai | -0.35 | Jokes Hong Kong holiday lets Xiaomi avoid one day of falling. | · | 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.