Author
@jaywhitcraft jaywhitcraft
grade Cx.com/jaywhitcraft ↗
Transparent AI-infra/semis swing trader posting a sized long book and weekly watchlist
Runs a concentrated long-only book in AI infrastructure and
trader score
-1.91
hit rate
39%
mean α
-0.88%
signals 14d
45
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 18 scored bets: 39% hit rate, -0.88% mean alpha, trader score -1.91. Their last-14d mentions, direction-adjusted, have moved -12.8% since posting (mean over 34 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @jaywhitcraft | · | Reports having completed selling by Tuesday. | · | tweet ↗ |
| 2026-10-16 | · | @jaywhitcraft | · | Discloses being fully in cash since Tuesday morning. | · | tweet ↗ |
| 2026-10-13 | · | @jaywhitcraft | · | Focuses on market internals as an early indicator of a better environment for swing longs. | · | tweet ↗ |
| 2026-10-11 | · | @jaywhitcraft | · | Cautious market framework cites weak breadth, sputtering leaders and upcoming inflation data. | · | tweet ↗ |
| 2026-10-11 | MU | @jaywhitcraft | +0.65 | Discloses long holdings and a 51% cash allocation. | -14.7% | tweet ↗ |
| 2026-10-11 | LITE | @jaywhitcraft | +0.65 | Discloses long holdings and a 51% cash allocation. | -31.5% | tweet ↗ |
| 2026-10-11 | SPCX | @jaywhitcraft | +0.65 | Discloses long holdings and a 51% cash allocation. | · | tweet ↗ |
| 2026-10-11 | ALAB | @jaywhitcraft | +0.65 | Discloses long holdings and a 51% cash allocation. | -24.9% | tweet ↗ |
| 2026-10-11 | PLTR | @jaywhitcraft | +0.65 | Discloses long holdings and a 51% cash allocation. | -5.9% | tweet ↗ |
| 2026-10-11 | BE | @jaywhitcraft | +0.65 | Discloses long holdings and a 51% cash allocation. | -31.1% | tweet ↗ |
| 2026-10-11 | LITE | @jaywhitcraft | +0.10 | Publishes primary and secondary weekly focus lists without entry intent. | -31.5% | tweet ↗ |
| 2026-10-11 | META | @jaywhitcraft | +0.10 | Publishes primary and secondary weekly focus lists without entry intent. | -10.6% | tweet ↗ |
| 2026-10-11 | CIEN | @jaywhitcraft | +0.10 | Publishes primary and secondary weekly focus lists without entry intent. | -28.8% | tweet ↗ |
| 2026-10-11 | BE | @jaywhitcraft | +0.10 | Publishes primary and secondary weekly focus lists without entry intent. | -31.1% | tweet ↗ |
| 2026-10-11 | FPS | @jaywhitcraft | +0.10 | Publishes primary and secondary weekly focus lists without entry intent. | -39.5% | 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.