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
-1.38
hit rate
40%
mean α
-1.13%
signals 14d
104
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: 40% hit rate, -1.13% mean alpha, trader score -1.38. Their last-14d mentions, direction-adjusted, have moved -5.5% since posting (mean over 65 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @KampnerSam | · | Claims retail investors are buying the market dip. | · | tweet ↗ |
| 2026-10-16 | · | @KampnerSam | · | Mockingly notes that most readers think the world has ended, implying contrarian calm. | · | tweet ↗ |
| 2026-10-16 | · | @KampnerSam | · | General investing advice advocates buying low and selling high. | · | tweet ↗ |
| 2026-10-16 | · | @KampnerSam | · | Sarcastically suggests investors may emerge from panic. | · | tweet ↗ |
| 2026-10-16 | TSLA | @KampnerSam | +0.35 | Calls the Roadster stunt a gimmick but says it demonstrates Tesla's capabilities. | +4.9% | tweet ↗ |
| 2026-10-16 | TSLA | @KampnerSam | +0.00 | States Tesla announced the event more than a month earlier. | +4.9% | tweet ↗ |
| 2026-10-16 | TSLA | @KampnerSam | +0.45 | Praises Tesla's new vehicle and says he may buy one, but not its stock. | +4.9% | tweet ↗ |
| 2026-10-15 | TSLA | @KampnerSam | +0.65 | Details Tesla Roadster demonstrations, variants, deposits and planned 2028 production. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @KampnerSam | +0.20 | Describes a live Roadster demonstration using underbody thrusters. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @KampnerSam | +0.70 | Expresses intense praise for Musk's demonstrated technology. | +2.7% | tweet ↗ |
| 2026-10-15 | · | @KampnerSam | · | Calls 50% quarter-over-quarter growth exceptional at scale, but omits the company. | · | tweet ↗ |
| 2026-10-15 | · | @KampnerSam | · | Suggests collapsing memory-stock prices may worsen social distress in Korea. | · | tweet ↗ |
| 2026-10-15 | NBIS | @KampnerSam | +0.55 | Argues three neocloud businesses remain viable despite a liquidity squeeze. | -15.7% | tweet ↗ |
| 2026-10-15 | IREN | @KampnerSam | +0.55 | Argues three neocloud businesses remain viable despite a liquidity squeeze. | -18.0% | tweet ↗ |
| 2026-10-15 | CRWV | @KampnerSam | +0.55 | Argues three neocloud businesses remain viable despite a liquidity squeeze. | -22.2% | 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.