Author
@kautiousCo kautiousCo
grade Bx.com/kautiousCo ↗
Anon macro-flow synthesist threading cross-asset liquidity, gamma and IPO mechanics into tickered theses
Posts long-form real-time market frameworks that connect mac
trader score
+0.00
hit rate
60%
mean α
+0.00%
signals 14d
130
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, +0.00% mean alpha, trader score +0.00. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 62 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSLA | @kautiousCo | -0.10 | Argues AI demand may not produce strong returns amid energy inflation, financing costs, competition and execution risk. | +4.9% | tweet ↗ |
| 2026-10-16 | META | @kautiousCo | +0.10 | Argues AI demand may not produce strong returns amid energy inflation, financing costs, competition and execution risk. | -9.4% | tweet ↗ |
| 2026-10-16 | CRWV | @kautiousCo | -0.60 | Argues AI demand may not produce strong returns amid energy inflation, financing costs, competition and execution risk. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @kautiousCo | · | Provides oil support, resistance, gap-fill and conditional upside levels alongside inventory data. | · | tweet ↗ |
| 2026-10-16 | · | @kautiousCo | · | Reports that Fed hikes remain possible after hotter CPI and PPI, implying a restrictive rate path. | · | tweet ↗ |
| 2026-10-16 | CRWV | @kautiousCo | -0.20 | Reports $3.3B of co-founder share sales alongside stressed bonds, a large convertible raise and dilution concerns. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @kautiousCo | · | Quantifies a severe Korean and regional equity selloff, foreign selling and key KOSPI support. | · | tweet ↗ |
| 2026-10-15 | AAPL | @kautiousCo | +0.10 | Describes Meta's downloadable 816B-parameter model and reported Apple collaboration for local execution. | +1.7% | tweet ↗ |
| 2026-10-15 | META | @kautiousCo | +0.25 | Describes Meta's downloadable 816B-parameter model and reported Apple collaboration for local execution. | -12.8% | tweet ↗ |
| 2026-10-15 | TSLA | @kautiousCo | -0.25 | Treats Roadster flight and performance claims as promotional and unverified, urging independent validation. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @kautiousCo | -0.20 | Emphasizes that Tesla-SpaceX merger terms are hypothetical and carry dilution and valuation-reset risks. | +2.7% | tweet ↗ |
| 2026-10-15 | CRWV | @kautiousCo | -0.65 | Frames AI infrastructure as vulnerable to expensive financing despite strong demand and private-lab revenue growth. | -22.2% | tweet ↗ |
| 2026-10-15 | CRWV | @kautiousCo | -0.60 | Quantifies CRWV equity losses and distressed bond pricing amid an inflation-driven rates reversal. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @kautiousCo | · | Reports vessel damage, debris and shipping hazards near Hormuz while noting conflicting and unconfirmed details. | · | tweet ↗ |
| 2026-10-15 | SCHW | @kautiousCo | -0.40 | Reports strong EPS and asset growth but revenue at the low end and net interest revenue below estimates. | -3.8% | 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.