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
+0.85
hit rate
69%
mean α
+0.95%
signals 14d
3
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 13 scored bets: 69% hit rate, +0.95% mean alpha, trader score +0.85. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 3 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | NET | @eastdakota | +0.35 | Cloudflare's CEO praises a cofounder's critical contribution to the company's success. | +5.2% | tweet ↗ |
| 2026-08-25 | NET | @eastdakota | +0.25 | Cloudflare's CEO teases a Birthday Week surprise, implying an upcoming company announcement. | +8.0% | tweet ↗ |
| 2026-08-15 | NET | @eastdakota | +0.15 | Hints that Cloudflare is entering tax preparation, but provides no details. | -5.0% | 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.