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
+0.91
hit rate
60%
mean α
+0.98%
signals 14d
15
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: 60% hit rate, +0.98% mean alpha, trader score +0.91. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @k2__investment | +0.75 | Calls Nvidia the engine of unmatched U.S. AI hardware expansion after an 8.74% gain. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @k2__investment | +0.85 | Highlights Nvidia's $440B market-cap gain, 8.74% rise and dominant AI-infrastructure role. | -4.6% | tweet ↗ |
| 2026-08-27 | MRVL | @k2__investment | +0.70 | Reports Q2 revenue and EPS beats plus above-consensus Q3 guidance and raised FY outlook. | -10.3% | tweet ↗ |
| 2026-08-27 | IREN | @k2__investment | +0.65 | Endorses IREN's acquisitions, Nvidia cloud status and progress on its over-5GW pipeline. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @k2__investment | +0.30 | Reports mixed FY26/Q4 results while arguing contracted AI growth and financing outweigh losses. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @k2__investment | +0.60 | Reports a new AI-lab contract and $4B contracted ARR with externally funded expansion. | -12.5% | tweet ↗ |
| 2026-08-27 | RBRK | @k2__investment | +0.75 | Reports strong Q2 metrics and raised FY27 revenue and EPS guidance above estimates. | -13.1% | tweet ↗ |
| 2026-08-26 | NVDA | @k2__investment | +0.80 | Says supply-constrained growth confirms a multiyear runway for AI compute infrastructure. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @k2__investment | +0.75 | Quantifies Nvidia's daily revenue acceleration and expects the guided run rate to rise. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @k2__investment | +0.80 | Calls Nvidia an execution machine based on $108B guidance excluding China revenue. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @k2__investment | +0.80 | Says strong revenue, guidance, production ramp and buyback prove the AI trade has legs. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @k2__investment | +0.75 | Reports Q2 revenue and EPS beats, strong Q3 guidance and a production ramp. | +3.8% | tweet ↗ |
| 2026-08-26 | LTRX | @k2__investment | +0.65 | Reports a revenue beat, strong EPS growth, Q1 guidance and a 15% after-hours rise. | · | tweet ↗ |
| 2026-08-26 | CRWD | @k2__investment | +0.75 | Highlights a major CRWD beat and a 630-bps increase in the FY27 outlook. | +15.4% | tweet ↗ |
| 2026-08-26 | CRWD | @k2__investment | +0.80 | Reports an earnings sweep, raised FY27 revenue and EPS guidance, and a 10% AH gain. | +15.4% | 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.