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
-3.10
hit rate
35%
mean α
-2.65%
signals 14d
29
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, -2.65% mean alpha, trader score -3.10. Their last-14d mentions, direction-adjusted, have moved -2.1% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | IREN | @esenkaratekin | +0.25 | Argues RSU package does not break IREN growth story but notes dilution risk. | — | tweet ↗ |
| 2026-07-02 | SPCX | @esenkaratekin | +0.15 | Frames Meta AI infrastructure monetization as bullish for META and competitive threat to neo-clouds. | · | tweet ↗ |
| 2026-07-02 | CRWV | @esenkaratekin | -0.55 | Frames Meta AI infrastructure monetization as bullish for META and competitive threat to neo-clouds. | — | tweet ↗ |
| 2026-07-02 | META | @esenkaratekin | +0.55 | Frames Meta AI infrastructure monetization as bullish for META and competitive threat to neo-clouds. | — | tweet ↗ |
| 2026-07-02 | NBIS | @esenkaratekin | -0.55 | Frames Meta AI infrastructure monetization as bullish for META and competitive threat to neo-clouds. | — | tweet ↗ |
| 2026-07-01 | LUNR | @esenkaratekin | +0.65 | Reports LUNR won a $148.3M NASA CLPS contract with delivery planned by 2028. | -3.1% | tweet ↗ |
| 2026-06-30 | FLY | @esenkaratekin | +0.50 | FLY received $144M NASA CLPS contract for accelerated Blue Ghost lunar mission. | -1.7% | tweet ↗ |
| 2026-06-30 | ASTS | @esenkaratekin | +0.45 | Nikkei says Japan near selecting Rakuten and ASTS alliance for about $1B J-LEO project. | -4.2% | tweet ↗ |
| 2026-06-30 | RDW | @esenkaratekin | +0.45 | RDW will deliver Penguin Mk2.5 VTOL UAV system to Taiwan Coast Guard. | -7.5% | tweet ↗ |
| 2026-06-30 | JOBY | @esenkaratekin | +0.45 | JOBY and Toyota started first phase of strategic manufacturing partnership. | -4.8% | tweet ↗ |
| 2026-06-29 | NVDA | @esenkaratekin | +0.25 | Firefly mission will integrate NVIDIA Jetson for lunar-orbit data processing. | -0.1% | tweet ↗ |
| 2026-06-29 | FLY | @esenkaratekin | +0.45 | Firefly mission will integrate NVIDIA Jetson for lunar-orbit data processing. | -0.5% | tweet ↗ |
| 2026-06-29 | IRDM | @esenkaratekin | +0.50 | Rocket Lab signs definitive agreement to acquire Iridium at about $8B EV. | -1.5% | tweet ↗ |
| 2026-06-29 | RKLB | @esenkaratekin | -0.10 | Rocket Lab signs definitive agreement to acquire Iridium at about $8B EV. | +2.5% | tweet ↗ |
| 2026-06-24 | AMZN | @esenkaratekin | +0.25 | Zoox robotaxi design update improves passenger experience and scalable production. | +3.6% | 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.