Author
@FransBakker9812 FransBakker9812
grade Ax.com/FransBakker9812 ↗
Obsessive bottom-up AI-datacenter analyst; long IREN, proud NBIS bear
Builds deep fundamental theses on AI compute-infrastructure
trader score
-1.64
hit rate
35%
mean α
-0.97%
signals 14d
40
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, -0.97% mean alpha, trader score -1.64. Their last-14d mentions, direction-adjusted, have moved -3.7% since posting (mean over 35 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @FransBakker9812 | -0.20 | Questions whether Nvidia GPU-delivery delays explain unusually long data-center build timelines. | — | tweet ↗ |
| 2026-08-27 | IREN | @FransBakker9812 | +0.25 | Says the referenced proposal makes sense within IREN's repeatable design. | -12.5% | tweet ↗ |
| 2026-08-27 | · | @FransBakker9812 | · | Author retracts confidence in an expected strong announcement after adverse channel checks. | · | tweet ↗ |
| 2026-08-26 | MSFT | @FransBakker9812 | -0.35 | Rejects further Microsoft capacity and argues Nvidia likely takes remaining IREN Childress capacity. | +3.5% | tweet ↗ |
| 2026-08-26 | NVDA | @FransBakker9812 | +0.45 | Rejects further Microsoft capacity and argues Nvidia likely takes remaining IREN Childress capacity. | +3.8% | tweet ↗ |
| 2026-08-26 | IREN | @FransBakker9812 | +0.60 | Rejects further Microsoft capacity and argues Nvidia likely takes remaining IREN Childress capacity. | -10.4% | tweet ↗ |
| 2026-08-26 | NVDA | @FransBakker9812 | +0.35 | Detailed earnings framework expects weak headline results but stronger guidance, execution and Nvidia-related deals. | +3.8% | tweet ↗ |
| 2026-08-26 | IREN | @FransBakker9812 | +0.65 | Detailed earnings framework expects weak headline results but stronger guidance, execution and Nvidia-related deals. | -10.4% | tweet ↗ |
| 2026-08-25 | IREN | @FransBakker9812 | +0.35 | Defends IREN against claims that its data center draws local county water. | -16.0% | tweet ↗ |
| 2026-08-25 | IREN | @FransBakker9812 | +0.10 | Reports IREN hiring former KKR executive Aaron Tan and frames the appointment positively. | -16.0% | tweet ↗ |
| 2026-08-24 | NVDA | @FransBakker9812 | +0.15 | States that Nvidia GPUs have already been secured, but context is limited. | +4.4% | tweet ↗ |
| 2026-08-24 | · | @FransBakker9812 | · | Expects improving GPUs and models to justify the cost through incremental productivity gains. | · | tweet ↗ |
| 2026-08-24 | NVDA | @FransBakker9812 | +0.45 | Argues neoclouds can pass through higher GPU costs while improving contract economics and funding. | +4.4% | tweet ↗ |
| 2026-08-24 | IREN | @FransBakker9812 | +0.75 | Argues neoclouds can pass through higher GPU costs while improving contract economics and funding. | -11.0% | tweet ↗ |
| 2026-08-24 | NBIS | @FransBakker9812 | +0.70 | Argues neoclouds can pass through higher GPU costs while improving contract economics and funding. | -0.8% | 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.