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
+1.46
hit rate
50%
mean α
+1.04%
signals 14d
35

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, +1.04% mean alpha, trader score +1.46. Their last-14d mentions, direction-adjusted, have moved +4.8% since posting (mean over 31 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02·@Kajiastic·Closed an unspecified position for a 1300 loss.·
2026-07-02ENHA@Kajiastic+0.05Says CCXI and ENHA are on radar but require more deep dive.—
2026-07-02CCXI@Kajiastic+0.05Says CCXI and ENHA are on radar but require more deep dive.·
2026-07-01IREN@Kajiastic+0.75Purchased IREN CFD buy, expects move back to $70 — Author bought IREN CFD, thinks current level is the floor and targets $70 on a deal.-10.4%
2026-07-01META@Kajiastic+0.00Notes ZETA is up 8% and jokes as if it had an AI cloud business and Meta contract.-4.9%
2026-07-01ZETA@Kajiastic+0.25Notes ZETA is up 8% and jokes as if it had an AI cloud business and Meta contract.-0.7%
2026-07-01SOFI@Kajiastic+0.00States SOFI Q2 earnings call date is July 29.-1.1%
2026-06-30ZETA@Kajiastic+0.65Author says $100B is possible if margins expand and ZETA captures TAM.+5.2%
2026-06-28SNOW@Kajiastic+0.10Prefers ZETA and NBIS over Mag7, forecasting 6x by 2030.+4.5%
2026-06-28PLTR@Kajiastic+0.10Prefers ZETA and NBIS over Mag7, forecasting 6x by 2030.+14.5%
2026-06-28ZETA@Kajiastic+0.85Prefers ZETA and NBIS over Mag7, forecasting 6x by 2030.+9.1%
2026-06-28NBIS@Kajiastic+0.75Prefers ZETA and NBIS over Mag7, forecasting 6x by 2030.-10.3%
2026-06-28PLTR@Kajiastic+0.20Asks for discussion on partnership impact on Palantir and Zeta.+14.5%
2026-06-28ZETA@Kajiastic+0.20Asks for discussion on partnership impact on Palantir and Zeta.+9.1%
2026-06-26ZETA@Kajiastic+0.10Questions whether market will grant ZETA 6x P/S ratio.+9.1%

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.