Author
@esenkaratekin esenkaratekin
grade Cx.com/esenkaratekin ↗
Frontier-tech newsflow curator threading space, AI-compute and autonomy into bullish secular themes
Aggregates and lightly synthesizes corporate, earnings, cont
trader score
+1.08
hit rate
60%
mean α
+0.66%
signals 14d
44
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: 60% hit rate, +0.66% mean alpha, trader score +1.08. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 39 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @esenkaratekin | · | Summarizes Warsh's hawkish policy remarks and tightening bias. | · | tweet ↗ |
| 2026-08-28 | TE | @esenkaratekin | +0.50 | Reports TE received zoning approval for a Norway data-center conversion planned for 50MW initially and up to 396MW. | — | tweet ↗ |
| 2026-08-27 | MSFT | @esenkaratekin | +0.00 | IREN narrowly missed revenue, but AI Cloud doubled and now exceeds mining revenue; EBITDA weakened. | +1.7% | tweet ↗ |
| 2026-08-27 | IREN | @esenkaratekin | +0.35 | IREN narrowly missed revenue, but AI Cloud doubled and now exceeds mining revenue; EBITDA weakened. | -12.5% | tweet ↗ |
| 2026-08-27 | NVDA | @esenkaratekin | +0.15 | Marvell beat Q2 estimates and guided Q3 revenue well above consensus, led by data-center growth. | -4.6% | tweet ↗ |
| 2026-08-27 | MRVL | @esenkaratekin | +0.75 | Marvell beat Q2 estimates and guided Q3 revenue well above consensus, led by data-center growth. | -10.3% | tweet ↗ |
| 2026-08-27 | ASTS | @esenkaratekin | +0.70 | Reports BlueBird 12 and 13 array deployment and frames ASTS as expanding into defense and space-compute uses. | -5.5% | tweet ↗ |
| 2026-08-27 | BKSY | @esenkaratekin | +0.10 | Reports BlueBird 12 and 13 array deployment and frames ASTS as expanding into defense and space-compute uses. | -4.3% | tweet ↗ |
| 2026-08-27 | RDW | @esenkaratekin | +0.10 | Reports BlueBird 12 and 13 array deployment and frames ASTS as expanding into defense and space-compute uses. | -3.5% | tweet ↗ |
| 2026-08-26 | NVDA | @esenkaratekin | +0.65 | Reports Q2 revenue and EPS beats plus above-consensus Q3 revenue guidance | +3.8% | tweet ↗ |
| 2026-08-24 | SPCX | @esenkaratekin | +0.35 | Reports planned use of Nvidia systems for SpaceX orbital AI and Grok infrastructure. | · | tweet ↗ |
| 2026-08-24 | NVDA | @esenkaratekin | +0.35 | Reports planned use of Nvidia systems for SpaceX orbital AI and Grok infrastructure. | +4.4% | tweet ↗ |
| 2026-08-24 | NVDA | @esenkaratekin | +0.25 | Reports Nebius will deploy Nvidia Groq 3 LPX and cites a 3,400-token benchmark. | +4.4% | tweet ↗ |
| 2026-08-24 | NBIS | @esenkaratekin | +0.55 | Reports Nebius will deploy Nvidia Groq 3 LPX and cites a 3,400-token benchmark. | -0.8% | tweet ↗ |
| 2026-08-24 | · | @esenkaratekin | · | Shares Counterpoint's forecast of cumulative wearable-tech revenue through 2032. | · | 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.