Author
@cornety cornety
grade Cx.com/cornety ↗
Bilingual thematic trader mapping AI-security and space narratives to concrete tickers
Builds and trades multi-step secular theses (Security for AI
trader score
+1.70
hit rate
55%
mean α
+0.96%
signals 14d
46
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: 55% hit rate, +0.96% mean alpha, trader score +1.70. Their last-14d mentions, direction-adjusted, have moved +4.1% since posting (mean over 26 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRWV | @cornety | -0.50 | Warns political attacks on data centers could spill into CRWV credit risk. | — | tweet ↗ |
| 2026-08-27 | · | @cornety | · | Predicts intelligence tokens will become utility-like commodities such as water and electricity. | · | tweet ↗ |
| 2026-08-27 | CRWD | @cornety | +0.60 | Celebrates strong performance and profits in CRWD and PANW. | -4.2% | tweet ↗ |
| 2026-08-27 | PANW | @cornety | +0.60 | Celebrates strong performance and profits in CRWD and PANW. | -2.9% | tweet ↗ |
| 2026-08-27 | ARMG | @cornety | +0.40 | Says ARMG continues to perform well following the prior day. | · | tweet ↗ |
| 2026-08-27 | NVDA | @cornety | -0.40 | Warns AI credit markets remain cautious and Nvidia's off-balance-sheet exposure may draw scrutiny. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @cornety | +0.45 | Says a break above $230 could trigger a gamma squeeze. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @cornety | -0.25 | Mockingly questions Nvidia's FY2028 growth quality because 25% may involve lab credit purchases. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @cornety | +0.40 | Says uncertainty remains until earnings but leans upward afterward. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @cornety | · | DeepSeek V4's reported 70–80% API gross margin challenges the subsidy-based low-pricing thesis. | · | tweet ↗ |
| 2026-08-25 | 8035.T | @cornety | +0.75 | Tokyo Electron looks like an excellent buying point. — Explicitly calls Tokyo Electron an excellent buy point while wondering if waiting lower is too greedy. | · | tweet ↗ |
| 2026-08-25 | ARM | @cornety | +0.70 | Bought ARM, expecting $300 to act as an options magnet, while noting NVDA earnings risk. — States a new ARM purchase based on options positioning toward $300, with tomorrow's NVDA earnings as risk. | -1.0% | tweet ↗ |
| 2026-08-25 | NVDA | @cornety | +0.00 | Bought ARM, expecting $300 to act as an options magnet, while noting NVDA earnings risk. — States a new ARM purchase based on options positioning toward $300, with tomorrow's NVDA earnings as risk. | +2.1% | tweet ↗ |
| 2026-08-25 | ARM | @cornety | +0.15 | Considers an ARM entry with a stop below 240 but remains tentative due to program selling. | -1.0% | tweet ↗ |
| 2026-08-24 | MSTU | @cornety | +0.50 | Reports taking partial profit after MSTU roughly doubled | +4.1% | 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.