Author
@Kaizen_Investor Kaizen_Investor
grade Bx.com/Kaizen_Investor ↗
Transparent retail growth investor riding the space and AI-supply-chain theme with conviction
Publishes original long-form fundamental theses and disclose
trader score
-2.09
hit rate
35%
mean α
-0.81%
signals 14d
96
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: 35% hit rate, -0.81% mean alpha, trader score -2.09. Their last-14d mentions, direction-adjusted, have moved -4.5% since posting (mean over 67 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Kaizen_Investor | · | Reports having sold an unspecified position too soon. | · | tweet ↗ |
| 2026-08-28 | PL | @Kaizen_Investor | +0.55 | Expects greater quality selectivity in the next bull run and prioritizes PL and MRVL. | — | tweet ↗ |
| 2026-08-28 | MRVL | @Kaizen_Investor | +0.55 | Expects greater quality selectivity in the next bull run and prioritizes PL and MRVL. | — | tweet ↗ |
| 2026-08-28 | ASTS | @Kaizen_Investor | +0.00 | Flags PL earnings on September 3 and analyzes dilution risk after a $1.5B ATM and 60% decline. | — | tweet ↗ |
| 2026-08-28 | RKLB | @Kaizen_Investor | +0.00 | Flags PL earnings on September 3 and analyzes dilution risk after a $1.5B ATM and 60% decline. | — | tweet ↗ |
| 2026-08-28 | PL | @Kaizen_Investor | -0.15 | Flags PL earnings on September 3 and analyzes dilution risk after a $1.5B ATM and 60% decline. | — | tweet ↗ |
| 2026-08-27 | MSFT | @Kaizen_Investor | +0.15 | Reports IREN beat revenue estimates as data-center revenue more than doubled and details financing and deployments. | +1.7% | tweet ↗ |
| 2026-08-27 | NVDA | @Kaizen_Investor | +0.15 | Reports IREN beat revenue estimates as data-center revenue more than doubled and details financing and deployments. | -4.6% | tweet ↗ |
| 2026-08-27 | IREN | @Kaizen_Investor | +0.70 | Reports IREN beat revenue estimates as data-center revenue more than doubled and details financing and deployments. | -12.5% | tweet ↗ |
| 2026-08-27 | MRVL | @Kaizen_Investor | +0.65 | Reports a Q2 double beat, strong growth and bookings, and management raising revenue outlook again. | -10.3% | tweet ↗ |
| 2026-08-27 | · | @Kaizen_Investor | · | Expects the coming market session to finish positive. | · | tweet ↗ |
| 2026-08-27 | IREN | @Kaizen_Investor | -0.45 | Discloses owning IREN while repeatedly considering a sale because of concerns about board capability. | -12.5% | tweet ↗ |
| 2026-08-26 | NVDA | @Kaizen_Investor | +0.15 | SKHY opens 2.9% higher after NVIDIA's memory-related commitments rose from $119B to $279B. | +3.8% | tweet ↗ |
| 2026-08-26 | SKHY | @Kaizen_Investor | +0.55 | SKHY opens 2.9% higher after NVIDIA's memory-related commitments rose from $119B to $279B. | · | tweet ↗ |
| 2026-08-26 | OUST | @Kaizen_Investor | +0.40 | Provides a portfolio update covering a new GILT position, additions, concentration, and performance. | -3.5% | 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.