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
-0.18
hit rate
50%
mean α
-0.21%
signals 14d
42
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: 50% hit rate, -0.21% mean alpha, trader score -0.18. Their last-14d mentions, direction-adjusted, have moved -14.4% since posting (mean over 33 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @FransBakker9812 | · | Warns further Horizon delays would make the unnamed company look operationally incompetent. | · | tweet ↗ |
| 2026-10-15 | IREN | @FransBakker9812 | +0.65 | Urges conviction in IREN as a long-duration data-center investment during forced selling. | -18.0% | tweet ↗ |
| 2026-10-15 | · | @FransBakker9812 | · | Attributes market moves to margin calls and tight liquidity rather than technicals or fundamentals. | · | tweet ↗ |
| 2026-10-14 | IREN | @FransBakker9812 | +0.90 | Discloses 1,000 assigned POET shares, hedged spreads, and continuing strong IREN conviction. | -18.5% | tweet ↗ |
| 2026-10-14 | POET | @FransBakker9812 | +0.25 | Discloses 1,000 assigned POET shares, hedged spreads, and continuing strong IREN conviction. | -6.5% | tweet ↗ |
| 2026-10-14 | IREN | @FransBakker9812 | +0.15 | Notes an experienced land-acquisition participant appears to have returned to IREN. | -18.5% | tweet ↗ |
| 2026-10-14 | IREN | @FransBakker9812 | +0.75 | IREN should be bought in the open market at current levels. — Explicitly recommends buying IREN at current levels. | -18.5% | tweet ↗ |
| 2026-10-14 | IREN | @FransBakker9812 | +0.45 | Identifies closing the funding gap, FY2027 ARR guidance, and good earnings as key catalysts. | -18.5% | tweet ↗ |
| 2026-10-14 | · | @FransBakker9812 | · | Expects unnamed data-hall foundations to begin appearing by year-end. | · | tweet ↗ |
| 2026-10-14 | · | @FransBakker9812 | · | Expects H2 delivery by earnings while acknowledging timing is close. | · | tweet ↗ |
| 2026-10-14 | · | @FransBakker9812 | · | Questions why risk assets differentiate on rallies but sell off together. | · | tweet ↗ |
| 2026-10-14 | GOOGL | @FransBakker9812 | +0.10 | Detailed bullish IREN thesis cites staged 600MW delivery, procured transformers and superior economics. | -7.9% | tweet ↗ |
| 2026-10-14 | IREN | @FransBakker9812 | +0.90 | Detailed bullish IREN thesis cites staged 600MW delivery, procured transformers and superior economics. | -18.5% | tweet ↗ |
| 2026-10-14 | IREN | @FransBakker9812 | +0.55 | Says IREN's damaged share price has not impaired company fundamentals. | -18.5% | tweet ↗ |
| 2026-10-14 | IREN | @FransBakker9812 | -0.10 | Sarcastically questions an individual's claimed knowledge about IREN | -18.5% | 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.