Author
@ehrazahmedd ehrazahmedd
grade Ax.com/ehrazahmedd ↗
Thematic AI-infrastructure analyst weaving compute economics into a late-cycle macro framework
Builds original theses on AI compute, inference chips, neo-c
trader score
-1.50
hit rate
35%
mean α
-0.85%
signals 14d
51
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, -0.85% mean alpha, trader score -1.50. Their last-14d mentions, direction-adjusted, have moved +12.9% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | VIX | @ehrazahmedd | +0.45 | Notes VIX rose 17% during Powell's 2022 Jackson Hole speech. | · | tweet ↗ |
| 2026-08-26 | LEU | @ehrazahmedd | +0.80 | Explicitly discloses a new long based on the HALEU bottleneck thesis | -6.3% | tweet ↗ |
| 2026-08-25 | · | @ehrazahmedd | · | Questions a crypto bottom because speculative meme activity is already excessive. | · | tweet ↗ |
| 2026-08-25 | BTC | @ehrazahmedd | -0.55 | Speculative risk-taking after BTC's impulse is framed as setting up a liquidation cascade. | · | tweet ↗ |
| 2026-08-23 | BTC | @ehrazahmedd | -0.65 | Argues rapid risk chasing strengthens the case for a liquidation cascade. | · | tweet ↗ |
| 2026-08-23 | · | @ehrazahmedd | · | Describes structurally unprofitable AI economics with rising inputs and falling output prices. | · | tweet ↗ |
| 2026-08-22 | IREN | @ehrazahmedd | -0.75 | The neocloud short remains active as costs rise and customer pricing falls. — Explicitly says the neocloud short is on and gives a margin-squeeze thesis. | -15.4% | tweet ↗ |
| 2026-08-22 | CRWV | @ehrazahmedd | -0.75 | The neocloud short remains active as costs rise and customer pricing falls. — Explicitly says the neocloud short is on and gives a margin-squeeze thesis. | -4.1% | tweet ↗ |
| 2026-08-22 | NBIS | @ehrazahmedd | -0.75 | The neocloud short remains active as costs rise and customer pricing falls. — Explicitly says the neocloud short is on and gives a margin-squeeze thesis. | -4.5% | tweet ↗ |
| 2026-08-22 | · | @ehrazahmedd | · | States that neocloud businesses are being squeezed from both sides. | · | tweet ↗ |
| 2026-08-22 | BTC | @ehrazahmedd | -0.80 | Expect Bitcoin to reverse lower toward $64,000 after a leverage cascade. — Forecasts a liquidation cascade dragging Bitcoin back to $64,000. | · | tweet ↗ |
| 2026-08-22 | · | @ehrazahmedd | · | Argues rising capital costs will burst the leveraged AI-infrastructure bubble. | · | tweet ↗ |
| 2026-08-21 | · | @ehrazahmedd | · | Predicts liquid mega-cap technology names will be sold first. | · | tweet ↗ |
| 2026-08-21 | BTC | @ehrazahmedd | +0.05 | Requires Bitcoin to hold and build above $80,000 before confirming a breakout. | · | tweet ↗ |
| 2026-08-21 | · | @ehrazahmedd | · | Warns renewed euphoria may precede a liquidity event rather than a durable trend. | · | 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.