Author
@eastdakota eastdakota
grade Cx.com/eastdakota ↗
Cloudflare CEO musing on AI infrastructure, agentic traffic, and a few personal stock takes
Founder/CEO of Cloudflare who tweets reasoned commentary on
trader score
+0.24
hit rate
29%
mean α
+0.30%
signals 14d
1
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 7 scored bets: 29% hit rate, +0.30% mean alpha, trader score +0.24.
Recent signals1receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-10 | · | @eastdakota | · | Argues AI agents accelerate software disruption by enabling bespoke entrants to solve end-user jobs. | · | 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.