Author
@KevinBCook KevinBCook
grade Cx.com/KevinBCook ↗
AI-infrastructure thematic stock-picker mapping the picks-and-shovels supply chain
Runs a paid newsletter/community surfacing AI-infrastructure
trader score
+1.65
hit rate
54%
mean α
+1.85%
signals 14d
2
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 13 scored bets: 54% hit rate, +1.85% mean alpha, trader score +1.65.
Recent signals2receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-22 | · | @KevinBCook | · | Endorses a paper about convergence across memory, packaging and interconnect. | · | tweet ↗ |
| 2026-08-16 | · | @KevinBCook | · | Cites projections of $400-500B Anthropic revenue in 2027 after extreme growth. | · | 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.