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
+0.61
hit rate
45%
mean α
+0.35%
signals 14d
38
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 11 scored bets: 45% hit rate, +0.35% mean alpha, trader score +0.61. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-23 | NVDA | @jaywhitcraft | +0.00 | Cautious weekly framework notes weak AI action, reduced exposure, and upcoming macro and NVDA catalysts. | +1.3% | tweet ↗ |
| 2026-08-23 | GDX | @jaywhitcraft | +0.60 | Discloses long positions and a 40% cash allocation; ticker list truncated to six. | -3.1% | tweet ↗ |
| 2026-08-23 | PLTR | @jaywhitcraft | +0.60 | Discloses long positions and a 40% cash allocation; ticker list truncated to six. | +3.5% | tweet ↗ |
| 2026-08-23 | DRAM | @jaywhitcraft | +0.60 | Discloses long positions and a 40% cash allocation; ticker list truncated to six. | · | tweet ↗ |
| 2026-08-23 | MU | @jaywhitcraft | +0.60 | Discloses long positions and a 40% cash allocation; ticker list truncated to six. | -3.5% | tweet ↗ |
| 2026-08-23 | NBIS | @jaywhitcraft | +0.60 | Discloses long positions and a 40% cash allocation; ticker list truncated to six. | -4.5% | tweet ↗ |
| 2026-08-23 | XBI | @jaywhitcraft | +0.60 | Discloses long positions and a 40% cash allocation; ticker list truncated to six. | -2.0% | tweet ↗ |
| 2026-08-23 | OSCR | @jaywhitcraft | +0.00 | Weekly focus/watch list without explicit entry intent; ticker list truncated to six. | -4.9% | tweet ↗ |
| 2026-08-23 | HNGE | @jaywhitcraft | +0.00 | Weekly focus/watch list without explicit entry intent; ticker list truncated to six. | -1.2% | tweet ↗ |
| 2026-08-23 | LABU | @jaywhitcraft | +0.00 | Weekly focus/watch list without explicit entry intent; ticker list truncated to six. | · | tweet ↗ |
| 2026-08-23 | DRAM | @jaywhitcraft | +0.00 | Weekly focus/watch list without explicit entry intent; ticker list truncated to six. | · | tweet ↗ |
| 2026-08-23 | GH | @jaywhitcraft | +0.00 | Weekly focus/watch list without explicit entry intent; ticker list truncated to six. | -5.4% | tweet ↗ |
| 2026-08-23 | MU | @jaywhitcraft | +0.00 | Weekly focus/watch list without explicit entry intent; ticker list truncated to six. | -3.5% | tweet ↗ |
| 2026-08-23 | ZM | @jaywhitcraft | +0.00 | Lists next week's economic releases and earnings schedule; ticker list truncated to six. | -8.4% | tweet ↗ |
| 2026-08-23 | CRWD | @jaywhitcraft | +0.00 | Lists next week's economic releases and earnings schedule; ticker list truncated to six. | +13.8% | 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.