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
+1.25
hit rate
40%
mean α
+1.45%
signals 14d
46
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: 40% hit rate, +1.45% mean alpha, trader score +1.25. Their last-14d mentions, direction-adjusted, have moved -7.4% since posting (mean over 40 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | MSFT | @KreizJordy | +0.15 | Brief MSFT Frontier Co mention with no clear stance. | — | tweet ↗ |
| 2026-07-01 | NBIS | @KreizJordy | +0.25 | Says NBIS is diversifying AI revenue across companies versus one sole customer. | -5.9% | tweet ↗ |
| 2026-07-01 | BAM | @KreizJordy | +0.25 | Reports BE and BAM expanded partnership from $5B to $25B for fuel cell tech deployment. | +1.0% | tweet ↗ |
| 2026-07-01 | BE | @KreizJordy | +0.55 | Reports BE and BAM expanded partnership from $5B to $25B for fuel cell tech deployment. | -6.4% | tweet ↗ |
| 2026-07-01 | MU | @KreizJordy | +0.25 | Handshake tweet implies MU and GM partnership, but no details are provided. | -5.5% | tweet ↗ |
| 2026-07-01 | GM | @KreizJordy | +0.25 | Handshake tweet implies MU and GM partnership, but no details are provided. | +0.6% | tweet ↗ |
| 2026-07-01 | NVDA | @KreizJordy | +0.40 | Discloses YTD portfolio performance, top positions, holdings, cash, adds and sale. | -1.4% | tweet ↗ |
| 2026-07-01 | ALAB | @KreizJordy | +0.40 | Discloses YTD portfolio performance, top positions, holdings, cash, adds and sale. | -5.7% | tweet ↗ |
| 2026-07-01 | MU | @KreizJordy | +0.40 | Discloses YTD portfolio performance, top positions, holdings, cash, adds and sale. | -5.5% | tweet ↗ |
| 2026-07-01 | NBIS | @KreizJordy | +0.40 | Discloses YTD portfolio performance, top positions, holdings, cash, adds and sale. | -5.9% | tweet ↗ |
| 2026-07-01 | AMZN | @KreizJordy | +0.25 | Discloses YTD portfolio performance, top positions, holdings, cash, adds and sale. | +0.4% | tweet ↗ |
| 2026-07-01 | PLTR | @KreizJordy | +0.40 | Discloses YTD portfolio performance, top positions, holdings, cash, adds and sale. | +2.8% | tweet ↗ |
| 2026-06-29 | NVDA | @KreizJordy | +0.20 | Handshake between PLTR and NVDA implies positive association, but no analysis. | -0.1% | tweet ↗ |
| 2026-06-29 | PLTR | @KreizJordy | +0.20 | Handshake between PLTR and NVDA implies positive association, but no analysis. | +11.8% | tweet ↗ |
| 2026-06-28 | ALAB | @KreizJordy | +0.25 | Agrees with another user's point about ALAB but lacks standalone thesis. | +3.7% | 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.