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
-1.87
hit rate
30%
mean α
-2.34%
signals 14d
82
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: 30% hit rate, -2.34% mean alpha, trader score -1.87. Their last-14d mentions, direction-adjusted, have moved -3.6% since posting (mean over 71 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Kaizen_Investor | · | Contrasts very low market sentiment with earnings continuing to set records. | · | tweet ↗ |
| 2026-10-16 | PL | @Kaizen_Investor | +0.35 | Discloses that the author already bought Planet Labs. | -1.1% | tweet ↗ |
| 2026-10-16 | PL | @Kaizen_Investor | +0.40 | Uses a growth-stock basket to argue that extreme social sentiment can be a contrarian recovery indicator. | -1.1% | tweet ↗ |
| 2026-10-16 | MRVL | @Kaizen_Investor | +0.40 | Uses a growth-stock basket to argue that extreme social sentiment can be a contrarian recovery indicator. | +0.3% | tweet ↗ |
| 2026-10-16 | SKHY | @Kaizen_Investor | +0.40 | Uses a growth-stock basket to argue that extreme social sentiment can be a contrarian recovery indicator. | +0.4% | tweet ↗ |
| 2026-10-16 | PLTR | @Kaizen_Investor | +0.40 | Uses a growth-stock basket to argue that extreme social sentiment can be a contrarian recovery indicator. | +5.8% | tweet ↗ |
| 2026-10-16 | OUST | @Kaizen_Investor | +0.40 | Uses a growth-stock basket to argue that extreme social sentiment can be a contrarian recovery indicator. | +4.4% | tweet ↗ |
| 2026-10-16 | RKLB | @Kaizen_Investor | +0.40 | Uses a growth-stock basket to argue that extreme social sentiment can be a contrarian recovery indicator. | +3.5% | tweet ↗ |
| 2026-10-16 | WOLF | @Kaizen_Investor | +0.30 | Discloses ownership while comparing Ouster, Wolfspeed, and a SpaceX-backed space-communications exposure. | -1.2% | tweet ↗ |
| 2026-10-16 | SPCX | @Kaizen_Investor | +0.20 | Discloses ownership while comparing Ouster, Wolfspeed, and a SpaceX-backed space-communications exposure. | · | tweet ↗ |
| 2026-10-16 | OUST | @Kaizen_Investor | +0.40 | Discloses ownership while comparing Ouster, Wolfspeed, and a SpaceX-backed space-communications exposure. | +4.4% | tweet ↗ |
| 2026-10-16 | · | @Kaizen_Investor | · | Characterizes unspecified high-growth companies as all-or-nothing investments. | · | tweet ↗ |
| 2026-10-16 | CRWD | @Kaizen_Investor | +0.45 | Strongly endorses CrowdStrike as deserving more than an honorable mention. | +13.3% | tweet ↗ |
| 2026-10-15 | ASML | @Kaizen_Investor | +0.05 | Warns ASML's own production capacity is a bottleneck while noting efforts to scale. | -5.2% | tweet ↗ |
| 2026-10-15 | · | @Kaizen_Investor | · | Encourages a one-year investment horizon and positioning for an eventual recovery. | · | 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.