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
+2.23
hit rate
60%
mean α
+1.58%
signals 14d
15
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: 60% hit rate, +1.58% mean alpha, trader score +2.23. Their last-14d mentions, direction-adjusted, have moved +1.6% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-25 | NVDA | @kakashiii111 | -0.35 | Reaffirms a longstanding Nvidia view, but the substantive quoted post is unavailable. | +2.1% | tweet ↗ |
| 2026-08-25 | NVDA | @kakashiii111 | -0.30 | Frames Lambda as another Nvidia-backed SPV seeking IPO access to public-market financing. | +2.1% | tweet ↗ |
| 2026-08-25 | CRWV | @kakashiii111 | -0.25 | Frames Lambda as another Nvidia-backed SPV seeking IPO access to public-market financing. | -4.3% | tweet ↗ |
| 2026-08-25 | NBIS | @kakashiii111 | -0.25 | Frames Lambda as another Nvidia-backed SPV seeking IPO access to public-market financing. | -5.8% | tweet ↗ |
| 2026-08-25 | AAPL | @kakashiii111 | -0.65 | Argues new Macs are needed to rescue Q3 amid weaker device sales, App Store growth, and production constraints. | +3.2% | tweet ↗ |
| 2026-08-25 | NVDA | @kakashiii111 | +0.00 | Highlights Nebius dilution, asset-backed debt, compute-deal structure, and questions around purchased Nvidia racks. | +2.1% | tweet ↗ |
| 2026-08-25 | NBIS | @kakashiii111 | -0.45 | Highlights Nebius dilution, asset-backed debt, compute-deal structure, and questions around purchased Nvidia racks. | -5.8% | tweet ↗ |
| 2026-08-23 | NVDA | @kakashiii111 | -0.55 | Warns Chinese open-source models may reduce reliance on Nvidia chips, prompting a defensive ecosystem strategy. | +1.3% | tweet ↗ |
| 2026-08-22 | · | @kakashiii111 | · | Warns neocloud investors to expect continued capex, dilution and rising debt. | · | tweet ↗ |
| 2026-08-21 | MSFT | @kakashiii111 | +0.35 | Frames Microsoft as an important and attractive customer for neocloud providers including Nebius and CoreWeave. | +6.3% | tweet ↗ |
| 2026-08-21 | CRWV | @kakashiii111 | +0.35 | Frames Microsoft as an important and attractive customer for neocloud providers including Nebius and CoreWeave. | -4.1% | tweet ↗ |
| 2026-08-21 | NBIS | @kakashiii111 | +0.35 | Frames Microsoft as an important and attractive customer for neocloud providers including Nebius and CoreWeave. | -4.5% | tweet ↗ |
| 2026-08-20 | CRWV | @kakashiii111 | -0.25 | Introduces a deep dive into CoreWeave's debt, infrastructure and uncertain path to profitability. | -6.2% | tweet ↗ |
| 2026-08-19 | NBIS | @kakashiii111 | -0.35 | States Nebius used its at-the-market equity program again out of necessity. | -6.6% | tweet ↗ |
| 2026-08-16 | NVDA | @kakashiii111 | -0.75 | Argues Nvidia's beat-and-raise model is unsustainable and could externalize systemic debt risk. | -3.4% | 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.