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
-1.91
hit rate
30%
mean α
-1.86%
signals 14d
294
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: 30% hit rate, -1.86% mean alpha, trader score -1.91. Their last-14d mentions, direction-adjusted, have moved -12.5% since posting (mean over 274 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | CRWV | @danielisdizzy | +0.85 | Calls CRWV potentially the largest opportunity in the entire market. | -22.2% | tweet ↗ |
| 2026-10-15 | NVDA | @danielisdizzy | +0.55 | Argues Nvidia's immense financial resources let it backstop virtually anything. | -2.9% | tweet ↗ |
| 2026-10-15 | IREN | @danielisdizzy | +0.55 | Criticizes investors for selling IREN in the $20s after buying near $70. | -18.0% | tweet ↗ |
| 2026-10-15 | AAPL | @danielisdizzy | -0.15 | Defends Amazon's growth investment and contrasts it with Apple's cash-flow profile. | +1.7% | tweet ↗ |
| 2026-10-15 | AMZN | @danielisdizzy | +0.55 | Defends Amazon's growth investment and contrasts it with Apple's cash-flow profile. | -2.7% | tweet ↗ |
| 2026-10-15 | IREN | @danielisdizzy | +0.90 | Buy IREN at current prices for substantial long-term upside. — Explicitly says buying IREN at current prices will make many people rich. | -18.0% | tweet ↗ |
| 2026-10-15 | AMD | @danielisdizzy | -0.20 | States CBRS is more attractive than AMD at current prices. | -8.1% | tweet ↗ |
| 2026-10-15 | CBRS | @danielisdizzy | +0.55 | States CBRS is more attractive than AMD at current prices. | — | tweet ↗ |
| 2026-10-15 | CRWV | @danielisdizzy | +0.30 | Endorses Jensen Huang's message concerning CRWV and NVDA, but the linked content is required. | -22.2% | tweet ↗ |
| 2026-10-15 | NVDA | @danielisdizzy | +0.30 | Endorses Jensen Huang's message concerning CRWV and NVDA, but the linked content is required. | -2.9% | tweet ↗ |
| 2026-10-15 | SOFI | @danielisdizzy | +0.80 | Buy more SOFI if it falls further. — Explicitly plans to add to SOFI on further weakness. | -3.1% | tweet ↗ |
| 2026-10-15 | SOFI | @danielisdizzy | +0.55 | Suggests averaging down in SOFI on further declines to retain exposure. | -3.1% | tweet ↗ |
| 2026-10-15 | NBIS | @danielisdizzy | +0.85 | Argues neocloud pricing power and operating leverage are accelerating as AI compute demand outstrips supply. | -15.7% | tweet ↗ |
| 2026-10-15 | IREN | @danielisdizzy | +0.85 | Argues neocloud pricing power and operating leverage are accelerating as AI compute demand outstrips supply. | -18.0% | tweet ↗ |
| 2026-10-15 | CRWV | @danielisdizzy | +0.85 | Argues neocloud pricing power and operating leverage are accelerating as AI compute demand outstrips supply. | -22.2% | 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.