Author
@KeithTradeSmith KeithTradeSmith
grade Cx.com/KeithTradeSmith ↗
Perma-bull AI-megatrend mapper pairing thematic baskets with quant seasonality timing signals
Publishes long-form bullish thematic-basket theses across th
trader score
+0.25
hit rate
45%
mean α
+0.16%
signals 14d
286
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, +0.16% mean alpha, trader score +0.25. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 183 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MPC | @KeithTradeSmith | +0.55 | Uses highs across energy, consumer, software, and Germany to argue the bull market has healthy breadth. | — | tweet ↗ |
| 2026-08-28 | EWG | @KeithTradeSmith | +0.55 | Uses highs across energy, consumer, software, and Germany to argue the bull market has healthy breadth. | · | tweet ↗ |
| 2026-08-28 | SN | @KeithTradeSmith | +0.55 | Uses highs across energy, consumer, software, and Germany to argue the bull market has healthy breadth. | · | tweet ↗ |
| 2026-08-28 | TEAM | @KeithTradeSmith | +0.45 | Uses highs across energy, consumer, software, and Germany to argue the bull market has healthy breadth. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @KeithTradeSmith | +0.25 | Reports Google's $10M purchase of Spirit Airlines data and frames proprietary data as an AI moat. | — | tweet ↗ |
| 2026-08-28 | · | @KeithTradeSmith | · | Sees hawkish rates as a short-term gold headwind but maintains a bullish multi-year fiscal-debasement thesis. | · | tweet ↗ |
| 2026-08-28 | VMET | @KeithTradeSmith | +0.55 | Presents gold royalty companies as a preferred long-term way to benefit from debt-driven gold appreciation. | · | tweet ↗ |
| 2026-08-28 | FNV | @KeithTradeSmith | +0.65 | Presents gold royalty companies as a preferred long-term way to benefit from debt-driven gold appreciation. | · | tweet ↗ |
| 2026-08-28 | RGLD | @KeithTradeSmith | +0.70 | Presents gold royalty companies as a preferred long-term way to benefit from debt-driven gold appreciation. | · | tweet ↗ |
| 2026-08-28 | TFPM | @KeithTradeSmith | +0.55 | Presents gold royalty companies as a preferred long-term way to benefit from debt-driven gold appreciation. | · | tweet ↗ |
| 2026-08-28 | GROY | @KeithTradeSmith | +0.55 | Presents gold royalty companies as a preferred long-term way to benefit from debt-driven gold appreciation. | · | tweet ↗ |
| 2026-08-28 | OR | @KeithTradeSmith | +0.55 | Presents gold royalty companies as a preferred long-term way to benefit from debt-driven gold appreciation. | · | tweet ↗ |
| 2026-08-28 | NVDA | @KeithTradeSmith | +0.35 | Argues a structural memory shortage supports MU, NVDA, and the memory supply chain long term. | — | tweet ↗ |
| 2026-08-28 | MU | @KeithTradeSmith | +0.70 | Argues a structural memory shortage supports MU, NVDA, and the memory supply chain long term. | — | tweet ↗ |
| 2026-08-28 | NTRA | @KeithTradeSmith | +0.75 | Bullish long-term preventive-diagnostics basket supported by price and market-growth data. | — | 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.