Author

@FlyBrandCEO FlyBrandCEO

Named founder running a reasoned, conviction AI-datacenter cooling supply-chain thesis

Builds and tracks a multi-week fundamental/thematic thesis o

trader score
-0.52
hit rate
44%
mean α
-1.08%
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 9 scored bets: 44% hit rate, -1.08% mean alpha, trader score -0.52. Their last-14d mentions, direction-adjusted, have moved +3.9% since posting (mean over 3 mentions with price data).

Recent signals3receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27SOFI@FlyBrandCEO-0.15Notes SOFI's 200-day moving average is in sight at $20.32-5.8%
2026-08-26IREN@FlyBrandCEO-0.10Calls the IREN update important amid data-center fear and seeks clarity.-10.4%
2026-08-20KEEL@FlyBrandCEO+0.30Bullish reaction to Form 4 filings, though linked filing details are unavailable.-4.5%

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.