Author
@danielisdizzy danielisdizzy
grade Cx.com/danielisdizzy ↗
High-conviction long-only growth picker buying AI/fintech/health laggards within secular themes
Posts explicit, ticker'd buy calls and long-horizon (3-year)
trader score
-1.51
hit rate
35%
mean α
-0.70%
signals 14d
87
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, -0.70% mean alpha, trader score -1.51. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 62 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NBIS | @danielisdizzy | +0.60 | Expects short-term contracts to drive NBIS margins sharply higher. | — | tweet ↗ |
| 2026-08-28 | NBIS | @danielisdizzy | +0.60 | Frames the neocloud selloff as opportunity because AI compute scarcity remains intact. | — | tweet ↗ |
| 2026-08-28 | IREN | @danielisdizzy | +0.55 | Frames the neocloud selloff as opportunity because AI compute scarcity remains intact. | — | tweet ↗ |
| 2026-08-28 | CIFR | @danielisdizzy | +0.55 | Frames the neocloud selloff as opportunity because AI compute scarcity remains intact. | — | tweet ↗ |
| 2026-08-28 | RIOT | @danielisdizzy | +0.45 | Frames the neocloud selloff as opportunity because AI compute scarcity remains intact. | — | tweet ↗ |
| 2026-08-28 | CRWV | @danielisdizzy | +0.60 | Frames the neocloud selloff as opportunity because AI compute scarcity remains intact. | — | tweet ↗ |
| 2026-08-28 | NBIS | @danielisdizzy | +0.80 | Buy NBIS, IREN, and CRWV for strong expected returns. — Explicitly recommends buying three neocloud stocks. | — | tweet ↗ |
| 2026-08-28 | IREN | @danielisdizzy | +0.80 | Buy NBIS, IREN, and CRWV for strong expected returns. — Explicitly recommends buying three neocloud stocks. | — | tweet ↗ |
| 2026-08-28 | CRWV | @danielisdizzy | +0.80 | Buy NBIS, IREN, and CRWV for strong expected returns. — Explicitly recommends buying three neocloud stocks. | — | tweet ↗ |
| 2026-08-28 | NBIS | @danielisdizzy | +0.70 | Calls $20M-$25M annual revenue per MW economics bullish and comparable to NBIS. | — | tweet ↗ |
| 2026-08-28 | META | @danielisdizzy | +0.00 | Argues CRWV's $25B deal surge and diversified customers disprove a major bear thesis. | — | tweet ↗ |
| 2026-08-28 | MSFT | @danielisdizzy | +0.00 | Argues CRWV's $25B deal surge and diversified customers disprove a major bear thesis. | — | tweet ↗ |
| 2026-08-28 | CRWV | @danielisdizzy | +0.85 | Argues CRWV's $25B deal surge and diversified customers disprove a major bear thesis. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @danielisdizzy | +0.00 | Argues CRWV's $25B deal surge and diversified customers disprove a major bear thesis. | — | tweet ↗ |
| 2026-08-27 | SPCX | @danielisdizzy | +0.15 | Argues expanding AI compute lets Nvidia remain dominant even as hyperscaler ASIC adoption grows. | · | 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.