Author
@cevikfinance cevikfinance
grade Cx.com/cevikfinance ↗
Turkish AI-infrastructure swing trader mapping the full chip-to-power-to-space stack
Runs an original, education-flavored long-only swing/positio
trader score
-1.35
hit rate
50%
mean α
-0.71%
signals 14d
161
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: 50% hit rate, -0.71% mean alpha, trader score -1.35. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 115 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @cevikfinance | · | Relays Bill Gates's thesis that superhuman AI plus cheap humanoid robots will drive unprecedented economic transformation. | · | tweet ↗ |
| 2026-08-28 | · | @cevikfinance | · | Expects choppy, unproductive market action until the election. | · | tweet ↗ |
| 2026-08-28 | QQQ | @cevikfinance | -0.65 | Characterizes Warsh as hawkish and says yields above 4.80% would create serious pressure on technology shares. | — | tweet ↗ |
| 2026-08-28 | NVDA | @cevikfinance | +0.75 | Presents a broad bullish long-term AI thesis but a fragile short-term macro and market-breadth outlook. | — | tweet ↗ |
| 2026-08-28 | CRWD | @cevikfinance | +0.25 | Presents a broad bullish long-term AI thesis but a fragile short-term macro and market-breadth outlook. | — | tweet ↗ |
| 2026-08-28 | MRVL | @cevikfinance | +0.15 | Presents a broad bullish long-term AI thesis but a fragile short-term macro and market-breadth outlook. | — | tweet ↗ |
| 2026-08-28 | CRM | @cevikfinance | +0.25 | Presents a broad bullish long-term AI thesis but a fragile short-term macro and market-breadth outlook. | — | tweet ↗ |
| 2026-08-28 | MRVL | @cevikfinance | +0.70 | Treat MRVL below $200 as a strong buying zone. — Explicitly identifies sub-$200 MRVL as a strong buy zone despite near-term guidance concerns. | — | tweet ↗ |
| 2026-08-27 | MU | @cevikfinance | +0.15 | 玩笑称特朗普似乎持有MU仓位，暗示其言论在拉抬股票。 | -0.3% | tweet ↗ |
| 2026-08-27 | NVDA | @cevikfinance | +0.40 | 用戏谑单位量化NVDA当日市值增加规模。 | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @cevikfinance | +0.35 | 称NVDA温和上涨，距离历史高点仅3.2%。 | -4.6% | tweet ↗ |
| 2026-08-27 | IGV | @cevikfinance | +0.55 | 认为AI软件抛售是操纵，IGV已从低点反弹约50%，耐心者将获益。 | -0.7% | tweet ↗ |
| 2026-08-27 | ZETA | @cevikfinance | +0.35 | ZETA自2024年以来首次触及30美元。 | +1.1% | tweet ↗ |
| 2026-08-27 | NVDA | @cevikfinance | +0.35 | 用类比强调NVDA每天产生大量收入。 | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @cevikfinance | +0.80 | Strongly praises Nvidia and attacks commentators who have called it a bubble since $10. | -4.6% | 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.