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
+0.61
hit rate
62%
mean α
+0.81%
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 8 scored bets: 62% hit rate, +0.81% mean alpha, trader score +0.61. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 2 mentions with price data).
Recent signals2receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-12 | INOD | @KevinBCook | +0.65 | Says the Scale AI acqui-hire prompted a larger INOD position while noting partnership uncertainty. | -0.9% | tweet ↗ |
| 2026-10-12 | INOD | @KevinBCook | +0.55 | Says the Physical AI data trend should benefit Innodata's Palantir-related preparation work. | -0.9% | 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.