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
-0.92
hit rate
35%
mean α
-0.50%
signals 14d
25
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, -0.50% mean alpha, trader score -0.92. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AAPL | @caizhenghai | -0.15 | Questions claims that the iPhone Duo is difficult to obtain after purchasing one easily. | +1.2% | tweet ↗ |
| 2026-10-16 | QQQ | @caizhenghai | +0.55 | Rejects A-shares after a week of declines and favors the Nasdaq instead. | -0.8% | tweet ↗ |
| 2026-10-15 | · | @caizhenghai | · | Favorably contrasts U.S. electric-vehicle innovation with Chinese EV quality. | · | tweet ↗ |
| 2026-10-15 | SOXL | @caizhenghai | +0.65 | Claims the semiconductor cycle has recovered and now turns every few months. | -22.2% | tweet ↗ |
| 2026-10-15 | SMH | @caizhenghai | +0.55 | Claims the semiconductor cycle has recovered and now turns every few months. | -5.7% | tweet ↗ |
| 2026-10-14 | · | @caizhenghai | · | Expresses disgust with current market conditions. | · | tweet ↗ |
| 2026-10-14 | · | @caizhenghai | · | Highlights four consecutive days of anger about A-share performance. | · | tweet ↗ |
| 2026-10-13 | QQQ | @caizhenghai | +0.25 | Says Chinese investors have a tax advantage when buying Nasdaq exposure through domestic ETFs. | -5.3% | tweet ↗ |
| 2026-10-13 | IGV | @caizhenghai | +0.60 | Rejects software-sector collapse claims and says IGV is near a new high. | -0.4% | tweet ↗ |
| 2026-10-12 | SOXL | @caizhenghai | -0.60 | Complains about severe recent semiconductor losses and personal exposure through SOXL. | -34.9% | tweet ↗ |
| 2026-10-12 | CRM | @caizhenghai | +0.35 | Contrasts bearish SaaS discourse with strong recent stock performance in CRM and TEAM. | +6.3% | tweet ↗ |
| 2026-10-12 | TEAM | @caizhenghai | +0.35 | Contrasts bearish SaaS discourse with strong recent stock performance in CRM and TEAM. | +9.6% | tweet ↗ |
| 2026-10-11 | · | @caizhenghai | · | Reports foreign investors withdrew more than CNY870B from South Korean equities this year. | · | tweet ↗ |
| 2026-10-11 | · | @caizhenghai | · | Reports an approximately 42% premium in an unspecified exchange-listed Nasdaq ETF. | · | tweet ↗ |
| 2026-10-11 | QQQ | @caizhenghai | +0.45 | Says the Nasdaq's quality or value continues to improve. | -6.2% | 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.