Author
@Ken_USstockinv Ken_USstockinv
grade Bx.com/Ken_USstockinv ↗
Japanese-language daily US AI/semis market commentator synthesizing macro vs capex tug-of-war
Posts disciplined daily and weekly US market outlooks framin
trader score
-0.38
hit rate
45%
mean α
-0.15%
signals 14d
40
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, -0.15% mean alpha, trader score -0.38. Their last-14d mentions, direction-adjusted, have moved -3.4% since posting (mean over 26 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSFT | @Ken_USstockinv | +0.15 | Contrasts strong AI demand with rising funding costs and favors firms capable of growing amid high rates. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Ken_USstockinv | -0.15 | Contrasts strong AI demand with rising funding costs and favors firms capable of growing amid high rates. | — | tweet ↗ |
| 2026-08-28 | AAPL | @Ken_USstockinv | +0.15 | Contrasts strong AI demand with rising funding costs and favors firms capable of growing amid high rates. | — | tweet ↗ |
| 2026-08-28 | AMZN | @Ken_USstockinv | +0.15 | Contrasts strong AI demand with rising funding costs and favors firms capable of growing amid high rates. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @Ken_USstockinv | +0.15 | Contrasts strong AI demand with rising funding costs and favors firms capable of growing amid high rates. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Ken_USstockinv | +0.50 | Details strong Q2 data-center growth and supply-constrained FY28 growth guidance. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Ken_USstockinv | +0.50 | Reports $96.2B revenue, $108B Q3 outlook and roughly 70% FY28 growth guidance. | — | tweet ↗ |
| 2026-08-27 | NVDA | @Ken_USstockinv | +0.65 | Argues AI demand is broadening into software while capital imports reveal growing macro constraints. | -4.6% | tweet ↗ |
| 2026-08-27 | OKTA | @Ken_USstockinv | +0.45 | Argues AI demand is broadening into software while capital imports reveal growing macro constraints. | -3.9% | tweet ↗ |
| 2026-08-27 | CRWD | @Ken_USstockinv | +0.55 | Argues AI demand is broadening into software while capital imports reveal growing macro constraints. | -4.2% | tweet ↗ |
| 2026-08-27 | CRM | @Ken_USstockinv | +0.55 | Argues AI demand is broadening into software while capital imports reveal growing macro constraints. | +1.6% | tweet ↗ |
| 2026-08-27 | NVDA | @Ken_USstockinv | +0.65 | Describes narrow AI-tech leadership and shifts focus to whether investment persists amid high rates and inflation. | -4.6% | tweet ↗ |
| 2026-08-27 | CRWD | @Ken_USstockinv | +0.55 | Describes narrow AI-tech leadership and shifts focus to whether investment persists amid high rates and inflation. | -4.2% | tweet ↗ |
| 2026-08-27 | CRM | @Ken_USstockinv | +0.55 | Describes narrow AI-tech leadership and shifts focus to whether investment persists amid high rates and inflation. | +1.6% | tweet ↗ |
| 2026-08-26 | NVDA | @Ken_USstockinv | +0.20 | Links strong Nvidia results and hot PCE to persistent yields that can pressure AI valuations. | +3.8% | 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.