Author
@k2__investment k2__investment
grade Cx.com/k2__investment ↗
High-conviction AI-infrastructure thematic builder who maps supply-chain baskets to listed proxies
Builds and continually reinforces long-only thematic baskets
trader score
+0.41
hit rate
50%
mean α
+0.36%
signals 14d
73
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, +0.36% mean alpha, trader score +0.41. Their last-14d mentions, direction-adjusted, have moved -3.2% since posting (mean over 66 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | BE | @k2__investment | +0.65 | Says BE is proving it can deploy clean power for AI factories. | -10.5% | tweet ↗ |
| 2026-06-30 | BE | @k2__investment | +0.70 | Brookfield and Bloom expanded AI infrastructure power financing framework to $25B. | -10.5% | tweet ↗ |
| 2026-06-30 | RKLB | @k2__investment | +0.60 | Praises Rocket Lab's Electron consistency and end-to-end space transition. | -1.2% | tweet ↗ |
| 2026-06-30 | LUNR | @k2__investment | +0.40 | NASA awarded four lunar lander missions; Firefly and Intuitive Machines each get one. | -8.5% | tweet ↗ |
| 2026-06-30 | FLY | @k2__investment | +0.40 | NASA awarded four lunar lander missions; Firefly and Intuitive Machines each get one. | -1.7% | tweet ↗ |
| 2026-06-30 | TSM | @k2__investment | +0.65 | TSM CoPoS packaging target is framed as a moat widener for AI hardware. | -9.1% | tweet ↗ |
| 2026-06-30 | AMD | @k2__investment | +0.25 | TSMC advanced packaging shift is bullish for AI hardware supply chain and future NVDA/AMD chips. | -10.9% | tweet ↗ |
| 2026-06-30 | TSM | @k2__investment | +0.70 | TSMC advanced packaging shift is bullish for AI hardware supply chain and future NVDA/AMD chips. | -9.1% | tweet ↗ |
| 2026-06-30 | NVDA | @k2__investment | +0.25 | TSMC advanced packaging shift is bullish for AI hardware supply chain and future NVDA/AMD chips. | -2.6% | tweet ↗ |
| 2026-06-30 | NBIS | @k2__investment | +0.45 | Suggests NBIS will reward holders, though context is thin. | -21.9% | tweet ↗ |
| 2026-06-30 | SKHY | @k2__investment | -0.10 | Says SKHY gives AI exposure but questions whether massive ADR signals memory top. | · | tweet ↗ |
| 2026-06-30 | AMZN | @k2__investment | +0.60 | Amazon facility automation and Poland investment are framed as an automation moat. | +1.8% | tweet ↗ |
| 2026-06-30 | OUST | @k2__investment | +0.75 | Ouster sensors/platform meet BABA requirements, opening federal funding access. | -20.3% | tweet ↗ |
| 2026-06-30 | RKLB | @k2__investment | +0.55 | Reports Rocket Lab acquiring Iridium and multiple analyst PT raises. | -1.2% | tweet ↗ |
| 2026-06-30 | IRDM | @k2__investment | +0.50 | Reports Rocket Lab acquiring Iridium and multiple analyst PT raises. | -2.0% | 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.