@KevinBCook KevinBCook
AI-infrastructure thematic stock-picker mapping the picks-and-shovels supply chain
Runs a paid newsletter/community surfacing AI-infrastructure
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-07-03.
Across their last 20 scored bets: 70% hit rate, +2.06% mean alpha, trader score +3.10. Their last-14d mentions, direction-adjusted, have moved -10.5% since posting (mean over 2 mentions with price data).
KevinBCook is focused on AI infrastructure spending, arguing large-cap tech capex is rational while highlighting Bloom Energy’s expanded Brookfield partnership. The only explicit negative ticker view is BTC, where he questions whether Saylor’s strategy is shifting away from pure holding toward USD needs. There are too few directional calls or position disclosures to infer trading conviction shifts from this payload.
The author’s attention is concentrated on AI infrastructure, especially the Bloom Energy and Brookfield partnership, with broader support for large tech AI capex. BTC is the only explicitly skeptical ticker read, centered on Saylor potentially moving from HODL toward USD needs. No CALL_DIRECTIONAL or POSITION_DISCLOSURE signals are present, so adds, trims, exits, or a conviction trajectory cannot be inferred.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @KevinBCook | · | Mentions group buying 230-250 zone, but ticker is not specified in standalone text. | · | tweet ↗ |
| 2026-06-30 | BE | @KevinBCook | +0.50 | Reports Brookfield increased Bloom Energy partnership to $25B. | -10.5% | tweet ↗ |
| 2026-06-30 | BE | @KevinBCook | +0.40 | Quotes PR language on Brookfield and Bloom Energy AI infrastructure partnership. | -10.5% | tweet ↗ |
| 2026-06-30 | BTC | @KevinBCook | -0.25 | Suggests Saylor's strategy is shifting from HODL to seeking USD. | · | tweet ↗ |
| 2026-06-27 | · | @KevinBCook | · | Argues giant tech capex is rational to avoid AI disruption. | · | tweet ↗ |
| 2026-06-26 | · | @KevinBCook | · | Describes agentic systems improving business productivity and project execution. | · | 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.