Author
@KobeKapital KobeKapital
grade Cx.com/KobeKapital ↗
Transparent perma-bull semi/AI momentum trader riding the MU and NBIS supercycle
Posts real-time, tickered long calls and position disclosure
trader score
-0.12
hit rate
45%
mean α
-0.10%
signals 14d
19
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, -0.10% mean alpha, trader score -0.12. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | NBIS | @KobeKapital | +0.15 | NBIS closed above 50D EMA, but author notes lower nodes at $190 next week and $180 for 7/17. | — | tweet ↗ |
| 2026-07-01 | NVDA | @KobeKapital | +0.00 | Compares NVDA past rally to argue MU can go much higher before a correction. | -1.4% | tweet ↗ |
| 2026-07-01 | MU | @KobeKapital | +0.55 | Compares NVDA past rally to argue MU can go much higher before a correction. | -5.5% | tweet ↗ |
| 2026-06-30 | NBIS | @KobeKapital | +0.45 | Author says NBIS is 67% of the portfolio. | -21.9% | tweet ↗ |
| 2026-06-30 | NBIS | @KobeKapital | -0.15 | Author skeptically notes a promised $205 NBIS price by today did not happen. | -21.9% | tweet ↗ |
| 2026-06-27 | SNDK | @KobeKapital | -0.35 | Says a referenced event would be a massive blow to MU and SNDK, but context is missing. | -16.5% | tweet ↗ |
| 2026-06-27 | MU | @KobeKapital | -0.35 | Says a referenced event would be a massive blow to MU and SNDK, but context is missing. | -13.8% | tweet ↗ |
| 2026-06-27 | · | @KobeKapital | · | Predicts SaaS makes a comeback in 2030. | · | tweet ↗ |
| 2026-06-26 | NBIS | @KobeKapital | +0.25 | Says NBIS is unlikely to fall below about $195 unless major macro news hits. | -10.3% | tweet ↗ |
| 2026-06-26 | MU | @KobeKapital | +0.65 | Dismisses MU overvaluation bears and says selling early would have missed major gains. | -13.8% | tweet ↗ |
| 2026-06-26 | NBIS | @KobeKapital | +0.80 | Says NBIS is a $1T company in the making once the market understands it. | -10.3% | tweet ↗ |
| 2026-06-25 | NVDA | @KobeKapital | -0.25 | Notes NVDA will be near red YTD if it closes below $190 tomorrow. | -0.5% | tweet ↗ |
| 2026-06-24 | MU | @KobeKapital | +0.35 | Author mocks those expecting downside after MU earnings, implying positive reaction. | -7.0% | tweet ↗ |
| 2026-06-24 | QQQ | @KobeKapital | +0.30 | SPY up 7% YTD and QQQ up 14% while sentiment is fear; author urges longer-term view. | +0.3% | tweet ↗ |
| 2026-06-24 | SPY | @KobeKapital | +0.25 | SPY up 7% YTD and QQQ up 14% while sentiment is fear; author urges longer-term view. | +1.6% | 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.