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
+1.34
hit rate
50%
mean α
+0.68%
signals 14d
48

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: 50% hit rate, +0.68% mean alpha, trader score +1.34. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 40 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@KawzInvests·Warns that a 4.72% ten-year yield raises capital costs and compresses equity valuations.·
2026-08-28·@KawzInvests·Criticizes Warsh's speech for providing no rate-cut timeline, reaction function, or guidance.·
2026-08-26NOK@KawzInvests+0.40States that Nokia is Nscale's preferred networking partner.-1.9%
2026-08-26NVDA@KawzInvests+0.60Reports NVDA's 70% FY2028 growth outlook, quarterly results, and memory-supply constraint.+3.8%
2026-08-26SNDK@KawzInvests+0.65Reports NVDA's 70% FY2028 growth outlook, quarterly results, and memory-supply constraint.-1.0%
2026-08-26MU@KawzInvests+0.65Reports NVDA's 70% FY2028 growth outlook, quarterly results, and memory-supply constraint.-0.6%
2026-08-26MSFT@KawzInvests+0.10Presents TTMI as the top defense-AI PCB pick using valuation, platform share, revenue, and insider-buy evidence.+3.5%
2026-08-26NVDA@KawzInvests+0.15Presents TTMI as the top defense-AI PCB pick using valuation, platform share, revenue, and insider-buy evidence.+3.8%
2026-08-26TTMI@KawzInvests+0.90Presents TTMI as the top defense-AI PCB pick using valuation, platform share, revenue, and insider-buy evidence.-2.5%
2026-08-26META@KawzInvests+0.10Presents TTMI as the top defense-AI PCB pick using valuation, platform share, revenue, and insider-buy evidence.+0.3%
2026-08-26AMZN@KawzInvests+0.10Presents TTMI as the top defense-AI PCB pick using valuation, platform share, revenue, and insider-buy evidence.+2.4%
2026-08-26GOOGL@KawzInvests+0.10Presents TTMI as the top defense-AI PCB pick using valuation, platform share, revenue, and insider-buy evidence.+1.3%
2026-08-25CRDO@KawzInvests+0.10Previews Semtech earnings with product-layer thesis, historical results, consensus, and optical TAM forecasts.+2.8%
2026-08-25SMTC@KawzInvests+0.55Previews Semtech earnings with product-layer thesis, historical results, consensus, and optical TAM forecasts.+2.9%
2026-08-25LITE@KawzInvests+0.10Previews Semtech earnings with product-layer thesis, historical results, consensus, and optical TAM forecasts.+1.1%

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.