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
-1.15
hit rate
45%
mean α
-0.91%
signals 14d
102
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, -0.91% mean alpha, trader score -1.15. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 63 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | ALAB | @KreizJordy | +0.65 | Calls ALAB the best pure play for scale-up connectivity while viewing MRVL as a viable diversified competitor. | — | tweet ↗ |
| 2026-08-28 | MRVL | @KreizJordy | +0.35 | Calls ALAB the best pure play for scale-up connectivity while viewing MRVL as a viable diversified competitor. | — | tweet ↗ |
| 2026-08-28 | ALAB | @KreizJordy | +0.80 | Discloses a long-held ALAB allocation and strong conviction in its long-term success versus MRVL. | — | tweet ↗ |
| 2026-08-28 | MRVL | @KreizJordy | +0.15 | Discloses a long-held ALAB allocation and strong conviction in its long-term success versus MRVL. | — | tweet ↗ |
| 2026-08-28 | NBIS | @KreizJordy | +0.50 | Expects bidding wars for compute capacity and cites Anthropic's Nscale deal as supporting evidence. | — | tweet ↗ |
| 2026-08-28 | CRWV | @KreizJordy | +0.50 | Expects bidding wars for compute capacity and cites Anthropic's Nscale deal as supporting evidence. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @KreizJordy | +0.55 | Added to the position despite priced-in expectations and margin concerns. — Explicitly states the author added after discussing priced-in expectations and margin concerns. | — | tweet ↗ |
| 2026-08-28 | SKHY | @KreizJordy | +0.75 | Buy MU, SKHY, EWY and DRAM. — Issues an explicit buy call across four memory- and Korea-linked securities. | · | tweet ↗ |
| 2026-08-28 | DRAM | @KreizJordy | +0.75 | Buy MU, SKHY, EWY and DRAM. — Issues an explicit buy call across four memory- and Korea-linked securities. | · | tweet ↗ |
| 2026-08-28 | EWY | @KreizJordy | +0.65 | Buy MU, SKHY, EWY and DRAM. — Issues an explicit buy call across four memory- and Korea-linked securities. | — | tweet ↗ |
| 2026-08-28 | MU | @KreizJordy | +0.75 | Buy MU, SKHY, EWY and DRAM. — Issues an explicit buy call across four memory- and Korea-linked securities. | — | tweet ↗ |
| 2026-08-28 | NVDA | @KreizJordy | +0.15 | Views aggressive memory procurement and willingness to pay above NVDA as strongly bullish for memory names. | — | tweet ↗ |
| 2026-08-28 | DRAM | @KreizJordy | +0.70 | Views aggressive memory procurement and willingness to pay above NVDA as strongly bullish for memory names. | · | tweet ↗ |
| 2026-08-28 | SKHY | @KreizJordy | +0.70 | Views aggressive memory procurement and willingness to pay above NVDA as strongly bullish for memory names. | · | tweet ↗ |
| 2026-08-28 | MU | @KreizJordy | +0.70 | Views aggressive memory procurement and willingness to pay above NVDA as strongly bullish for memory names. | — | 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.