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
-1.87
hit rate
30%
mean α
-1.32%
signals 14d
29
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, -1.32% mean alpha, trader score -1.87. Their last-14d mentions, direction-adjusted, have moved -4.8% since posting (mean over 26 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | ZETA | @Kajiastic | +0.90 | Says ZETA could exceed half the portfolio and no shares will be sold before a possible 2032 trim. | — | tweet ↗ |
| 2026-08-27 | IREN | @Kajiastic | -0.60 | Mocks bullish earnings takes after IREN fell 8.5% after hours. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @Kajiastic | -0.40 | Questions IREN's ability to win large compute deals after Anthropic chose another provider. | -12.5% | tweet ↗ |
| 2026-08-27 | NVDA | @Kajiastic | -0.30 | Argues Nvidia is priced for perfection and vulnerable when sequential growth decelerates. | -4.6% | tweet ↗ |
| 2026-08-27 | SOFI | @Kajiastic | +0.15 | Argues Nvidia is priced for perfection and vulnerable when sequential growth decelerates. | -5.8% | tweet ↗ |
| 2026-08-26 | NVDA | @Kajiastic | -0.55 | Views Nvidia as priced for perfection and a shareholder letdown despite growth. | +3.8% | tweet ↗ |
| 2026-08-26 | SPY | @Kajiastic | +0.00 | Views Nvidia as priced for perfection and a shareholder letdown despite growth. | +0.4% | tweet ↗ |
| 2026-08-24 | · | @Kajiastic | · | Suggests bank negativity is intended to create cheaper entry prices in AI stocks. | · | tweet ↗ |
| 2026-08-23 | NBIS | @Kajiastic | +0.78 | Projects extraordinary revenue growth from roughly 90M in 2024 to over 100B by 2032. | -4.5% | tweet ↗ |
| 2026-08-22 | NVDA | @Kajiastic | +0.50 | Balances strong AI-infrastructure demand against margin pressure on neoclouds from Nvidia price hikes. | +1.3% | tweet ↗ |
| 2026-08-22 | NBIS | @Kajiastic | +0.05 | Balances strong AI-infrastructure demand against margin pressure on neoclouds from Nvidia price hikes. | -4.5% | tweet ↗ |
| 2026-08-20 | NBIS | @Kajiastic | +0.45 | Says an NBIS price near $217 after earnings is an acceptable outcome. | -5.0% | tweet ↗ |
| 2026-08-19 | NBIS | @Kajiastic | +0.75 | Views the convertible-driven decline as potential upside and targets $400 by end-2027. | -6.6% | tweet ↗ |
| 2026-08-18 | IREN | @Kajiastic | +0.60 | Forecasts IREN could rise above $80 next year after trading in a $35–$50 range. | -15.6% | tweet ↗ |
| 2026-08-18 | NBIS | @Kajiastic | +0.45 | Urges Anthropic to buy NBIS compute capacity, implying NBIS would improve the cited poor service experience. | -15.8% | 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.