Author
@kkmaway kkmaway
grade Ax.com/kkmaway ↗
Anonymous first-principles macro thinker dissecting capital plumbing, AI value, and EM policy
Posts reasoning-dense macro and capital-markets frameworks,
trader score
-1.30
hit rate
20%
mean α
-7.82%
signals 14d
54
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 5 scored bets: 20% hit rate, -7.82% mean alpha, trader score -1.30. Their last-14d mentions, direction-adjusted, have moved +11.2% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | · | @kkmaway | · | Argues short-term AI derivatives are noise and the secular trend ends only after severe investor capitulation. | · | tweet ↗ |
| 2026-10-14 | CRWV | @kkmaway | -0.40 | Says CRWV weakness alone is insufficient to prove a secular AI trend break without falling private-market valuations. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @kkmaway | · | Argues both mania bulls and bears mistime cycles and near-term bearish accuracy may not persist long term. | · | tweet ↗ |
| 2026-10-14 | CRWV | @kkmaway | -0.65 | Calls CRWV a suspect pseudo-AI trade and says private AI valuations are the more meaningful trend gauge. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @kkmaway | · | Warns that cross-asset correlations, especially for hard assets, are poorly understood. | · | tweet ↗ |
| 2026-10-14 | CRWV | @kkmaway | -0.65 | Warns CoreWeave's decline reflects pervasive global-portfolio risks rather than an isolated company event. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @kkmaway | · | Endorses a proactive but measured policy stance given broad domestic consequences. | · | tweet ↗ |
| 2026-10-12 | · | @kkmaway | · | Argues technological progress and near-term capital destruction can coexist historically. | · | tweet ↗ |
| 2026-10-11 | · | @kkmaway | · | Argues nuclear remains the best energy alternative but tail-risk insurance made it uneconomic for decades. | · | tweet ↗ |
| 2026-10-11 | · | @kkmaway | · | Warns a catastrophic AI event, rather than slow revenue, could end the AI-investment cycle. | · | tweet ↗ |
| 2026-10-10 | · | @kkmaway | · | Flags French fiscal risk as a possible source of upward pressure on US rates. | · | tweet ↗ |
| 2026-10-10 | NVDA | @kkmaway | +0.45 | Argues Nvidia can support any model ecosystem while retaining control of the hardware layer. | -8.0% | tweet ↗ |
| 2026-10-10 | · | @kkmaway | · | Challenges the view that global factors dominate US rates and emphasizes domestic economic dynamics. | · | tweet ↗ |
| 2026-10-10 | · | @kkmaway | · | Warns that sparse domestic demand for long bonds ultimately pressures the currency. | · | tweet ↗ |
| 2026-10-10 | · | @kkmaway | · | Uses IBM history to frame the risk that local hosting could disrupt stable AI infrastructure margins. | · | 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.