Author
@KrisPatel99 KrisPatel99
grade Ax.com/KrisPatel99 ↗
Framework-driven SaaS bull who reasons across the AI value chain
Posts long-form fundamental and thematic theses, mostly argu
trader score
-1.64
hit rate
30%
mean α
-0.98%
signals 14d
161
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: 30% hit rate, -0.98% mean alpha, trader score -1.64. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 122 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SOFI | @KrisPatel99 | +0.70 | Calls SOFI's selloff a long-term opportunity and says the author is close to opening a position. | +0.5% | tweet ↗ |
| 2026-10-16 | NOW | @KrisPatel99 | +0.75 | Labels a prior NOW call the author's best call of the year. | +12.0% | tweet ↗ |
| 2026-10-15 | TSLA | @KrisPatel99 | +0.25 | Speculates that TSLA's teased product is a Roadster using SpaceX cold-gas thrusters. | +2.7% | tweet ↗ |
| 2026-10-15 | MU | @KrisPatel99 | +0.45 | Humorously discloses money is tied up in an existing MU options trade. | -5.8% | tweet ↗ |
| 2026-10-15 | MU | @KrisPatel99 | +0.00 | Enter an MU options condor. — Signals a new condor trade, though direction and trade parameters are not visible. | -5.8% | tweet ↗ |
| 2026-10-15 | DRAM | @KrisPatel99 | +0.00 | Enter an MU options condor. — Signals a new condor trade, though direction and trade parameters are not visible. | — | tweet ↗ |
| 2026-10-15 | NVDA | @KrisPatel99 | -0.35 | Warns that a future NVDA bailout of CoreWeave would look damaging. | -2.9% | tweet ↗ |
| 2026-10-15 | NVDA | @KrisPatel99 | -0.55 | Criticizes Nvidia leadership as excessively greedy. | -2.9% | tweet ↗ |
| 2026-10-15 | META | @KrisPatel99 | +0.10 | Argues AVGO can gain AI-chip share from NVDA through efficiency, TCO, and major-model partnerships. | -12.8% | tweet ↗ |
| 2026-10-15 | AVGO | @KrisPatel99 | +0.75 | Argues AVGO can gain AI-chip share from NVDA through efficiency, TCO, and major-model partnerships. | -6.6% | tweet ↗ |
| 2026-10-15 | GOOGL | @KrisPatel99 | +0.10 | Argues AVGO can gain AI-chip share from NVDA through efficiency, TCO, and major-model partnerships. | -8.3% | tweet ↗ |
| 2026-10-15 | NVDA | @KrisPatel99 | -0.55 | Argues AVGO can gain AI-chip share from NVDA through efficiency, TCO, and major-model partnerships. | -2.9% | tweet ↗ |
| 2026-10-15 | AVGO | @KrisPatel99 | +0.80 | Expresses strong confidence that AVGO will outperform Nvidia in the AI-chip contest. | -6.6% | tweet ↗ |
| 2026-10-15 | ORCL | @KrisPatel99 | -0.55 | Interprets bond-market pricing as a warning for ORCL to slow spending. | -6.2% | tweet ↗ |
| 2026-10-15 | · | @KrisPatel99 | · | Maps a potential AI-credit transmission chain from wider spreads to weaker GPU demand and capex. | · | 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.