Author
@Kajiastic Kajiastic
grade Cx.com/Kajiastic ↗
Concentrated, transparent AI-infra/SaaS bull with reasoned NBIS and ZETA conviction
Posts high-conviction long theses and price targets on a han
trader score
-1.45
hit rate
30%
mean α
-1.63%
signals 14d
34
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, -1.63% mean alpha, trader score -1.45. Their last-14d mentions, direction-adjusted, have moved -7.1% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | NBIS | @Kajiastic | +0.80 | Calls NBIS the market's best AI infrastructure company after another win. | -15.7% | tweet ↗ |
| 2026-10-15 | NBIS | @Kajiastic | +0.70 | Praises NBIS execution and disparages sellers. | -15.7% | tweet ↗ |
| 2026-10-14 | NBIS | @Kajiastic | +0.50 | Expects NBIS to broaden beyond its neocloud identity after reaching GAAP profitability. | -14.7% | tweet ↗ |
| 2026-10-14 | CRWV | @Kajiastic | -0.30 | Says current market action resembles a negative CRWV news scenario shown in unavailable context. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @Kajiastic | · | Expects positive news to trigger a 15% to 20% one-day rally across data-center stocks. | · | tweet ↗ |
| 2026-10-14 | NBIS | @Kajiastic | +0.60 | Sees an opportunity in AI infrastructure names as capacity approaches revenue generation and 2027 guidance. | -14.7% | tweet ↗ |
| 2026-10-14 | IREN | @Kajiastic | +0.60 | Sees an opportunity in AI infrastructure names as capacity approaches revenue generation and 2027 guidance. | -18.5% | tweet ↗ |
| 2026-10-14 | CRWV | @Kajiastic | +0.60 | Sees an opportunity in AI infrastructure names as capacity approaches revenue generation and 2027 guidance. | -17.6% | tweet ↗ |
| 2026-10-13 | NBIS | @Kajiastic | +0.50 | Views an existing customer relationship and humanoid compute demand positively for Nebius. | -23.3% | tweet ↗ |
| 2026-10-13 | ZETA | @Kajiastic | +0.85 | Strongly praises ZETA's roadmap and expects deal and booking momentum in Q3. | +0.5% | tweet ↗ |
| 2026-10-13 | PLTR | @Kajiastic | +0.70 | Recaps historic PLTR and HOOD gains to defend another commentator's research record. | -5.7% | tweet ↗ |
| 2026-10-13 | HOOD | @Kajiastic | +0.70 | Recaps historic PLTR and HOOD gains to defend another commentator's research record. | -14.0% | tweet ↗ |
| 2026-10-12 | ENHA | @Kajiastic | +0.60 | Reports having added ENHA below 20 before the subsequent move higher. | -26.7% | tweet ↗ |
| 2026-10-11 | ZETA | @Kajiastic | +0.75 | Discloses a ZETA holding after a detailed proprietary-data and AI-stack thesis. | +2.7% | tweet ↗ |
| 2026-10-10 | ZETA | @Kajiastic | +0.80 | Says 20%+ guided CAGR and unpriced AthenaOS and AIM developments support a bullish ZETA view. | +2.7% | 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.