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
+0.07
hit rate
73%
mean α
+0.07%
signals 14d
36
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 15 scored bets: 73% hit rate, +0.07% mean alpha, trader score +0.07. Their last-14d mentions, direction-adjusted, have moved -9.9% since posting (mean over 29 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-28 | · | @jaywhitcraft | · | Discusses volatility expansion and liquidation of longs during choppy market. | · | tweet ↗ |
| 2026-06-28 | FROG | @jaywhitcraft | +0.35 | Discloses current long positions and 28% cash. | +8.3% | tweet ↗ |
| 2026-06-28 | LLY | @jaywhitcraft | +0.35 | Discloses current long positions and 28% cash. | +0.5% | tweet ↗ |
| 2026-06-28 | CRWD | @jaywhitcraft | +0.35 | Discloses current long positions and 28% cash. | -72.3% | tweet ↗ |
| 2026-06-28 | SNOW | @jaywhitcraft | +0.35 | Discloses current long positions and 28% cash. | +4.5% | tweet ↗ |
| 2026-06-28 | DDOG | @jaywhitcraft | +0.35 | Discloses current long positions and 28% cash. | +8.6% | tweet ↗ |
| 2026-06-28 | OKTA | @jaywhitcraft | +0.35 | Discloses current long positions and 28% cash. | +13.8% | tweet ↗ |
| 2026-06-28 | CGNX | @jaywhitcraft | +0.00 | Weekly focus/watchlist with many tickers and no trade intent. | +1.9% | tweet ↗ |
| 2026-06-28 | FROG | @jaywhitcraft | +0.00 | Weekly focus/watchlist with many tickers and no trade intent. | +8.3% | tweet ↗ |
| 2026-06-28 | HOOD | @jaywhitcraft | +0.00 | Weekly focus/watchlist with many tickers and no trade intent. | +14.2% | tweet ↗ |
| 2026-06-28 | CRWD | @jaywhitcraft | +0.00 | Weekly focus/watchlist with many tickers and no trade intent. | -72.3% | tweet ↗ |
| 2026-06-28 | BAND | @jaywhitcraft | +0.00 | Weekly focus/watchlist with many tickers and no trade intent. | +8.3% | tweet ↗ |
| 2026-06-28 | DDOG | @jaywhitcraft | +0.00 | Weekly focus/watchlist with many tickers and no trade intent. | +8.6% | tweet ↗ |
| 2026-06-28 | LNN | @jaywhitcraft | +0.00 | Lists economic reports and upcoming earnings dates. | · | tweet ↗ |
| 2026-06-28 | MSM | @jaywhitcraft | +0.00 | Lists economic reports and upcoming earnings dates. | · | 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.