Author
@KampnerSam KampnerSam
grade Ax.com/KampnerSam ↗
Thoughtful AI-disruption stock analyst dissecting software winners, losers, and infra buildout
Posts original, framework-grounded fundamental theses — most
trader score
+0.20
hit rate
30%
mean α
+0.13%
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, +0.13% mean alpha, trader score +0.20. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | OSCR | @KampnerSam | +0.40 | Frames AI as a cross-industry value layer and compares company-level beneficiaries. | +1.4% | tweet ↗ |
| 2026-08-27 | TGT | @KampnerSam | +0.40 | Frames AI as a cross-industry value layer and compares company-level beneficiaries. | -1.7% | tweet ↗ |
| 2026-08-27 | KLAR | @KampnerSam | +0.40 | Frames AI as a cross-industry value layer and compares company-level beneficiaries. | +1.4% | tweet ↗ |
| 2026-08-27 | UNH | @KampnerSam | +0.20 | Frames AI as a cross-industry value layer and compares company-level beneficiaries. | -0.5% | tweet ↗ |
| 2026-08-27 | NVDA | @KampnerSam | +0.30 | Remains bullish on the AI megatrend while highlighting cash-flow, ASIC and memory risks. | -4.6% | tweet ↗ |
| 2026-08-26 | SPCX | @KampnerSam | +0.60 | Contrasts profitable SpaceX with Anthropic's weak moat and risky path to profitability. | · | tweet ↗ |
| 2026-08-25 | SMTC | @KampnerSam | +0.45 | Hebrew text says Semtech looks interesting. | +2.9% | tweet ↗ |
| 2026-08-25 | · | @KampnerSam | · | Author says new investment-analysis platform features are planned for release within one to two weeks. | · | tweet ↗ |
| 2026-08-25 | CDLR | @KampnerSam | +0.70 | CDLR doubled first-half revenue and operating profit while backlog approached €2.5 billion. | · | tweet ↗ |
| 2026-08-24 | NBIS | @KampnerSam | +0.25 | Positively remarks on another investor's conviction in NBIS. | -0.8% | tweet ↗ |
| 2026-08-24 | · | @KampnerSam | · | Argues advanced AI hardware has sustainable economics and rejects a hardware-bubble thesis. | · | tweet ↗ |
| 2026-08-24 | · | @KampnerSam | · | Rejects the claim that hyperscalers and neoclouds subsidize token usage unsustainably. | · | tweet ↗ |
| 2026-08-23 | · | @KampnerSam | · | Cautions that many neoclouds have capped contracts and lack real pricing power. | · | tweet ↗ |
| 2026-08-23 | · | @KampnerSam | · | Argues AI task automation generates 20x–50x returns and unprecedented economic value. | · | tweet ↗ |
| 2026-08-23 | OSCR | @KampnerSam | +0.30 | Views OSCR's reported 50% workflow savings as evidence supporting broader AI efficiency gains. | -4.9% | 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.