Author
@KawzInvests KawzInvests
grade Ax.com/KawzInvests ↗
Supply-chain-up AI-infrastructure thesis builder hunting upstream optics, memory, and power-semi suppliers
Builds long-form, technically-grounded bullish theses on the
trader score
-0.48
hit rate
45%
mean α
-0.44%
signals 14d
54
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: 45% hit rate, -0.44% mean alpha, trader score -0.48. Their last-14d mentions, direction-adjusted, have moved -15.7% since posting (mean over 49 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | LITE | @KawzInvests | -0.30 | Reports a rumor that a $26.4B hedge fund blew up and quantifies major holdings in its prior 13F book. | -13.0% | tweet ↗ |
| 2026-10-15 | VRT | @KawzInvests | -0.30 | Reports a rumor that a $26.4B hedge fund blew up and quantifies major holdings in its prior 13F book. | -9.5% | tweet ↗ |
| 2026-10-15 | BE | @KawzInvests | -0.30 | Reports a rumor that a $26.4B hedge fund blew up and quantifies major holdings in its prior 13F book. | -18.2% | tweet ↗ |
| 2026-10-15 | NBIS | @KawzInvests | -0.30 | Reports a rumor that a $26.4B hedge fund blew up and quantifies major holdings in its prior 13F book. | -15.7% | tweet ↗ |
| 2026-10-15 | STX | @KawzInvests | -0.30 | Reports a rumor that a $26.4B hedge fund blew up and quantifies major holdings in its prior 13F book. | -8.7% | tweet ↗ |
| 2026-10-15 | CRWV | @KawzInvests | -0.30 | Reports a rumor that a $26.4B hedge fund blew up and quantifies major holdings in its prior 13F book. | -22.2% | tweet ↗ |
| 2026-10-14 | · | @KawzInvests | · | Warns that roughly 1,000bp spreads make new borrowing more expensive. | · | tweet ↗ |
| 2026-10-14 | · | @KawzInvests | · | Says the financing model works at 6-9% but fails near 15%. | · | tweet ↗ |
| 2026-10-14 | · | @KawzInvests | · | Quantifies refinancing risk and says the next financing deal is critical. | · | tweet ↗ |
| 2026-10-14 | ASML | @KawzInvests | +0.70 | Argues CRWV debt is manageable and ASML results confirm intact AI demand. | -4.7% | tweet ↗ |
| 2026-10-14 | CRWV | @KawzInvests | +0.45 | Argues CRWV debt is manageable and ASML results confirm intact AI demand. | -17.6% | tweet ↗ |
| 2026-10-13 | · | @KawzInvests | · | Wants clearer macro conditions and semiconductor reactions driven by earnings rather than headlines. | · | tweet ↗ |
| 2026-10-13 | ASML | @KawzInvests | +0.60 | Reports record Q3 sales, an EPS beat, strong margins, and demand exceeding planned supply. | -8.5% | tweet ↗ |
| 2026-10-13 | MRVL | @KawzInvests | +0.25 | Maps the public-company ecosystem forming around scalable near-package optics. | -15.0% | tweet ↗ |
| 2026-10-13 | LITE | @KawzInvests | +0.45 | Maps the public-company ecosystem forming around scalable near-package optics. | -23.5% | 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.