Author
@kakashiii111 kakashiii111
grade Ax.com/kakashiii111 ↗
Anonymous AI-compute bear doing forensic GPU supply-chain and capex math
Builds bottoms-up gigawatt/GPU deployment models and channel
trader score
+1.57
hit rate
55%
mean α
+0.97%
signals 14d
23
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: 55% hit rate, +0.97% mean alpha, trader score +1.57. Their last-14d mentions, direction-adjusted, have moved +2.3% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NVDA | @kakashiii111 | -0.35 | Sees Taiwanese criminal enforcement as significant risk for Nvidia's indirect China shipments. | -1.5% | tweet ↗ |
| 2026-10-15 | NVDA | @kakashiii111 | +0.10 | Says sell-side analysts and Nvidia's Jensen Huang are supporting CoreWeave. | -2.9% | tweet ↗ |
| 2026-10-15 | CRWV | @kakashiii111 | +0.40 | Says sell-side analysts and Nvidia's Jensen Huang are supporting CoreWeave. | -22.2% | tweet ↗ |
| 2026-10-14 | NVDA | @kakashiii111 | +0.45 | Portrays CoreWeave as financially dependent and primarily serving as a conduit for Nvidia GPU demand. | -4.7% | tweet ↗ |
| 2026-10-14 | CRWV | @kakashiii111 | -0.65 | Portrays CoreWeave as financially dependent and primarily serving as a conduit for Nvidia GPU demand. | -17.6% | tweet ↗ |
| 2026-10-13 | CRWV | @kakashiii111 | -0.55 | Notes CoreWeave yields reached another record high. | -30.3% | tweet ↗ |
| 2026-10-13 | · | @kakashiii111 | · | Criticizes bullish sell-side Firmus valuations because the banks were also leading the offering. | · | tweet ↗ |
| 2026-10-13 | AAPL | @kakashiii111 | -0.55 | Uses Meta Portal's failure to question why Apple's similar HomeView product would succeed. | +1.9% | tweet ↗ |
| 2026-10-13 | META | @kakashiii111 | -0.20 | Uses Meta Portal's failure to question why Apple's similar HomeView product would succeed. | -15.7% | tweet ↗ |
| 2026-10-12 | · | @kakashiii111 | · | Questions Firmus's valuation, infrastructure claims and rapid deployment timeline as potentially fraudulent. | · | tweet ↗ |
| 2026-10-10 | NVDA | @kakashiii111 | +0.35 | Argues Nvidia's cloud credits would remove compute constraints for a potential Reflection deal. | -8.0% | tweet ↗ |
| 2026-10-10 | NVDA | @kakashiii111 | +0.35 | Reports Thailand-linked Nvidia GPU shipments exceeded $2.5 billion in September. | -8.0% | tweet ↗ |
| 2026-10-10 | NVDA | @kakashiii111 | -0.65 | Argues Nvidia pressures customers into excess orders to protect allocations and sustain beat-and-raise results. | -8.0% | tweet ↗ |
| 2026-10-10 | · | @kakashiii111 | · | Mocks the permissiveness of US markets toward a Nvidia-backed neocloud's planned Nasdaq listing. | · | tweet ↗ |
| 2026-10-08 | MSFT | @kakashiii111 | -0.35 | Questions AI demand assumptions after OpenAI ARR was reported at $50B rather than $70B. | +0.4% | 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.