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
+1.31
hit rate
45%
mean α
+0.92%
signals 14d
27
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, +0.92% mean alpha, trader score +1.31. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @caizhenghai | -0.30 | Says Jensen Huang has become overconfident, implying concern about Nvidia. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @caizhenghai | +0.55 | Celebrates completed post-earnings gains in both software and hardware names. | +3.8% | tweet ↗ |
| 2026-08-26 | CRM | @caizhenghai | +0.55 | Celebrates completed post-earnings gains in both software and hardware names. | +24.5% | tweet ↗ |
| 2026-08-26 | NVDA | @caizhenghai | +0.50 | Reports Nvidia forecasting 70% sales growth through fiscal 2028. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @caizhenghai | +0.50 | Reports Nvidia projected 70% sales growth for 2028 during its earnings call. | +3.8% | tweet ↗ |
| 2026-08-25 | NVDA | @caizhenghai | +0.00 | Reports options imply a $280B NVDA market-cap move after earnings. | +2.1% | tweet ↗ |
| 2026-08-25 | AAPL | @caizhenghai | -0.30 | Mocks high M5 Pro Mac mini pricing relative to discounted M4 hardware | +3.2% | tweet ↗ |
| 2026-08-25 | AAPL | @caizhenghai | +0.25 | Notes Apple remains far ahead in the 2026 Hurun China brand ranking. | +3.2% | tweet ↗ |
| 2026-08-23 | · | @caizhenghai | · | Reports domestic gold returning to 1,000 yuan and semiconductor fund outflows. | · | tweet ↗ |
| 2026-08-23 | BABA | @caizhenghai | -0.90 | Condemns Alibaba's 80B placement as dilution and calls buyers suckers. | -0.4% | tweet ↗ |
| 2026-08-23 | · | @caizhenghai | · | Reports an unnamed A-share falling nearly 50% within four listing days. | · | tweet ↗ |
| 2026-08-23 | AAPL | @caizhenghai | +0.35 | Favors buying Nasdaq exposure while noting another investor's heavy Apple position. | +3.3% | tweet ↗ |
| 2026-08-23 | QQQ | @caizhenghai | +0.55 | Favors buying Nasdaq exposure while noting another investor's heavy Apple position. | +0.4% | tweet ↗ |
| 2026-08-21 | · | @caizhenghai | · | Mocks crypto traders after another sharp wick, but names no specific asset. | · | tweet ↗ |
| 2026-08-21 | · | @caizhenghai | · | Discloses a new position in semiconductors and memory without naming securities. | · | 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.