Author

@CKCapitalxx CKCapitalxx

High-conviction retail scout of small-cap AI-infrastructure, space, and memory names

Posts long-only, tickered bullish theses and conviction bask

trader score
+0.33
hit rate
35%
mean α
+0.31%
signals 14d
216

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, +0.31% mean alpha, trader score +0.33. Their last-14d mentions, direction-adjusted, have moved -7.3% since posting (mean over 167 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02HOOD@CKCapitalxx+0.45Says NBIS and HOOD are clear winners over IREN and SOFI.
2026-07-02IREN@CKCapitalxx-0.35Says NBIS and HOOD are clear winners over IREN and SOFI.
2026-07-02SOFI@CKCapitalxx-0.35Says NBIS and HOOD are clear winners over IREN and SOFI.
2026-07-02NBIS@CKCapitalxx+0.45Says NBIS and HOOD are clear winners over IREN and SOFI.
2026-07-02CCXI@CKCapitalxx+0.15Calls CCXI interesting but gives no standalone thesis.·
2026-07-02OUST@CKCapitalxx-0.25OUST had a 200m offering after a 50% run, viewed as long-term good but FOMO-driven.
2026-07-02CRWV@CKCapitalxx+0.65Bullish thesis on neocloud backlog and contracted AI demand.
2026-07-02META@CKCapitalxx+0.20Bullish thesis on neocloud backlog and contracted AI demand.
2026-07-02MSFT@CKCapitalxx+0.20Bullish thesis on neocloud backlog and contracted AI demand.
2026-07-02NBIS@CKCapitalxx+0.65Bullish thesis on neocloud backlog and contracted AI demand.
2026-07-02META@CKCapitalxx+0.35Argues AI capex is compounding and supports owned infrastructure beneficiaries.
2026-07-02AMZN@CKCapitalxx+0.35Argues AI capex is compounding and supports owned infrastructure beneficiaries.
2026-07-02MSFT@CKCapitalxx+0.35Argues AI capex is compounding and supports owned infrastructure beneficiaries.
2026-07-02GOOGL@CKCapitalxx+0.35Argues AI capex is compounding and supports owned infrastructure beneficiaries.
2026-07-02KRKNF@CKCapitalxx+0.35KRKNF officially closed the Coveyla deal.

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.