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
+1.08
hit rate
60%
mean α
+0.40%
signals 14d
226
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, +0.40% mean alpha, trader score +1.08. Their last-14d mentions, direction-adjusted, have moved -6.5% since posting (mean over 189 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @KeithTradeSmith | · | Describes the fourth Predictive Alpha version and its two stock-specific machine-learning models. | · | tweet ↗ |
| 2026-10-16 | AAPL | @KeithTradeSmith | +0.20 | Presents reshoring and US factory investment as a durable theme benefiting automation suppliers. | +1.2% | tweet ↗ |
| 2026-10-16 | CGNX | @KeithTradeSmith | +0.55 | Presents reshoring and US factory investment as a durable theme benefiting automation suppliers. | +2.9% | tweet ↗ |
| 2026-10-16 | OUST | @KeithTradeSmith | +0.55 | Presents reshoring and US factory investment as a durable theme benefiting automation suppliers. | +4.4% | tweet ↗ |
| 2026-10-16 | RBC | @KeithTradeSmith | +0.55 | Presents reshoring and US factory investment as a durable theme benefiting automation suppliers. | · | tweet ↗ |
| 2026-10-16 | LLY | @KeithTradeSmith | +0.20 | Presents reshoring and US factory investment as a durable theme benefiting automation suppliers. | +1.3% | tweet ↗ |
| 2026-10-16 | NVDA | @KeithTradeSmith | +0.20 | Presents reshoring and US factory investment as a durable theme benefiting automation suppliers. | -1.5% | tweet ↗ |
| 2026-10-16 | TSLA | @KeithTradeSmith | +0.10 | Reports Roadster reservations, specifications, 2028 production timing, and limited expected revenue impact. | +4.9% | tweet ↗ |
| 2026-10-16 | · | @KeithTradeSmith | · | Explains a trend-following framework that waits for health indicators to turn before entering or exiting. | · | tweet ↗ |
| 2026-10-16 | MU | @KeithTradeSmith | +0.35 | Reports Micron's new packaging plant, sold-out 2027 capacity, guidance, buyback, and labor risk. | -0.1% | tweet ↗ |
| 2026-10-16 | V | @KeithTradeSmith | +0.50 | Uses record highs, spending share, growth, and proprietary scores to argue the consumer remains healthy. | +1.3% | tweet ↗ |
| 2026-10-16 | MA | @KeithTradeSmith | +0.50 | Uses record highs, spending share, growth, and proprietary scores to argue the consumer remains healthy. | +1.0% | tweet ↗ |
| 2026-10-16 | · | @KeithTradeSmith | · | Frames leveraged commodity equities as high-upside but high-loss speculations that require small sizing. | · | tweet ↗ |
| 2026-10-15 | AVAV | @KeithTradeSmith | -0.40 | Identifies rotation from prior story stocks making new lows into healthcare cash generators making new highs. | +0.0% | tweet ↗ |
| 2026-10-15 | KTOS | @KeithTradeSmith | -0.40 | Identifies rotation from prior story stocks making new lows into healthcare cash generators making new highs. | -5.1% | 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.