Author
@KreizJordy KreizJordy
grade Cx.com/KreizJordy ↗
Bullish AI-memory and data-center infrastructure analyst mapping the compute supply chain
Posts an ongoing thesis on AI-driven memory tightness and da
trader score
+0.98
hit rate
60%
mean α
+0.63%
signals 14d
42
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: 60% hit rate, +0.63% mean alpha, trader score +0.98. Their last-14d mentions, direction-adjusted, have moved -14.1% since posting (mean over 36 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MRVL | @KreizJordy | +0.70 | Add MRVL, LITE, and NBIS today. — Explicitly states additions to three named positions during market weakness. | +0.3% | tweet ↗ |
| 2026-10-16 | LITE | @KreizJordy | +0.70 | Add MRVL, LITE, and NBIS today. — Explicitly states additions to three named positions during market weakness. | -8.2% | tweet ↗ |
| 2026-10-16 | NBIS | @KreizJordy | +0.70 | Add MRVL, LITE, and NBIS today. — Explicitly states additions to three named positions during market weakness. | -4.1% | tweet ↗ |
| 2026-10-16 | SKHY | @KreizJordy | +0.65 | Asserts a memory supercycle is real and cites discussions of long-term agreement extensions. | +0.4% | tweet ↗ |
| 2026-10-16 | EWY | @KreizJordy | +0.45 | Asserts a memory supercycle is real and cites discussions of long-term agreement extensions. | +0.5% | tweet ↗ |
| 2026-10-16 | DRAM | @KreizJordy | +0.65 | Asserts a memory supercycle is real and cites discussions of long-term agreement extensions. | — | tweet ↗ |
| 2026-10-16 | MU | @KreizJordy | +0.65 | Asserts a memory supercycle is real and cites discussions of long-term agreement extensions. | -0.1% | tweet ↗ |
| 2026-10-15 | · | @KreizJordy | · | Add meaningful size across selected names if selling continues this week. — States a conditional plan to add substantial size, but names no securities. | · | tweet ↗ |
| 2026-10-15 | MRVL | @KreizJordy | +0.70 | Add MRVL, LITE, and NBIS. — Explicit instruction or disclosure to add three named stocks. | -5.3% | tweet ↗ |
| 2026-10-15 | LITE | @KreizJordy | +0.70 | Add MRVL, LITE, and NBIS. — Explicit instruction or disclosure to add three named stocks. | -13.0% | tweet ↗ |
| 2026-10-15 | NBIS | @KreizJordy | +0.70 | Add MRVL, LITE, and NBIS. — Explicit instruction or disclosure to add three named stocks. | -15.7% | tweet ↗ |
| 2026-10-15 | NVDA | @KreizJordy | +0.85 | Claims NVDA operates at a different level and has no competition. | -2.9% | tweet ↗ |
| 2026-10-14 | ALAB | @KreizJordy | +0.75 | Calls ALAB a beast, expressing strong positive sentiment. | -14.4% | tweet ↗ |
| 2026-10-14 | NBIS | @KreizJordy | +0.62 | Views NBIS as resilient to negative narratives and continuing to secure partnerships. | -14.7% | tweet ↗ |
| 2026-10-14 | MRVL | @KreizJordy | +0.65 | Buying a small starter position in MRVL. — “Nibble” expresses a current small long entry. | -6.8% | 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.