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
+1.03
hit rate
55%
mean α
+2.63%
signals 14d
206
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, +2.63% mean alpha, trader score +1.03. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 101 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @kautiousCo | · | Reports a hawkish Fed repricing, with September hike odds near 50% and broad risk-asset pressure. | · | tweet ↗ |
| 2026-08-28 | NVDA | @kautiousCo | +0.40 | Reports multiple analyst targets and coverage actions alongside MRVL earnings data. | — | tweet ↗ |
| 2026-08-28 | AMKR | @kautiousCo | +0.40 | Reports multiple analyst targets and coverage actions alongside MRVL earnings data. | — | tweet ↗ |
| 2026-08-28 | MRVL | @kautiousCo | +0.20 | Reports multiple analyst targets and coverage actions alongside MRVL earnings data. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @kautiousCo | +0.40 | Reports multiple analyst targets and coverage actions alongside MRVL earnings data. | — | tweet ↗ |
| 2026-08-28 | NVDA | @kautiousCo | +0.45 | Frames AI leadership as bullish but vulnerable to rates, regulation, FX stress, and disrupted energy flows. | — | tweet ↗ |
| 2026-08-28 | PYPL | @kautiousCo | -0.45 | Frames AI leadership as bullish but vulnerable to rates, regulation, FX stress, and disrupted energy flows. | — | tweet ↗ |
| 2026-08-28 | MRVL | @kautiousCo | +0.60 | MRVL beat Q2 estimates and guided Q3 above consensus despite margin pressure and a post-results selloff. | — | tweet ↗ |
| 2026-08-28 | · | @kautiousCo | · | Reports Japan's record ¥15.3993T currency intervention and its limited effect on yen depreciation. | · | tweet ↗ |
| 2026-08-28 | PPCB | @kautiousCo | +0.35 | Reports PPCB's 296% breakout and identifies support, resistance and expansion targets. | · | tweet ↗ |
| 2026-08-28 | · | @kautiousCo | · | Reports accelerating Spanish and French inflation plus mixed consumption data. | · | tweet ↗ |
| 2026-08-28 | NVDA | @kautiousCo | +0.55 | Provides bullish NVDA post-earnings levels while noting narrow semiconductor breadth and macro risk. | — | tweet ↗ |
| 2026-08-28 | SNDK | @kautiousCo | -0.20 | Provides bullish NVDA post-earnings levels while noting narrow semiconductor breadth and macro risk. | — | tweet ↗ |
| 2026-08-28 | SPY | @kautiousCo | +0.00 | Provides bullish NVDA post-earnings levels while noting narrow semiconductor breadth and macro risk. | — | tweet ↗ |
| 2026-08-28 | SMH | @kautiousCo | +0.35 | Provides bullish NVDA post-earnings levels while noting narrow semiconductor breadth and macro risk. | — | 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.