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
+0.62
hit rate
55%
mean α
+0.40%
signals 14d
66
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: 55% hit rate, +0.40% mean alpha, trader score +0.62. Their last-14d mentions, direction-adjusted, have moved +2.1% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NOW | @KrisPatel99 | +0.80 | Stay long NOW because the narrative has completely flipped. — Explicitly directs holders to remain long NOW based on a favorable narrative shift. | — | tweet ↗ |
| 2026-08-28 | PYPL | @KrisPatel99 | +0.10 | Discloses a prior PYPL exit and intent to wait before eventually reloading. | — | tweet ↗ |
| 2026-08-28 | MU | @KrisPatel99 | +0.80 | Long MU as agentic workflows drive demand. — Explicitly declares a long MU position with an agentic-workflow thesis. | — | tweet ↗ |
| 2026-08-28 | NVDA | @KrisPatel99 | +0.25 | Sees a short-term rotation opportunity into memory despite retaining a bearish long-term view on commoditization. | — | tweet ↗ |
| 2026-08-28 | SKHY | @KrisPatel99 | +0.70 | Sees a short-term rotation opportunity into memory despite retaining a bearish long-term view on commoditization. | · | tweet ↗ |
| 2026-08-28 | DRAM | @KrisPatel99 | +0.65 | Sees a short-term rotation opportunity into memory despite retaining a bearish long-term view on commoditization. | · | tweet ↗ |
| 2026-08-28 | MU | @KrisPatel99 | +0.70 | Sees a short-term rotation opportunity into memory despite retaining a bearish long-term view on commoditization. | — | tweet ↗ |
| 2026-08-28 | PYPL | @KrisPatel99 | +0.65 | Will reload PYPL after the stock stabilizes. — Plans to reload PayPal after stabilization because the author sees substantial value. | — | tweet ↗ |
| 2026-08-28 | BSP | @KrisPatel99 | +0.25 | Will reload PYPL after the stock stabilizes. — Plans to reload PayPal after stabilization because the author sees substantial value. | · | tweet ↗ |
| 2026-08-27 | · | @KrisPatel99 | · | Forecasts a 2027-2028 oil glut from restored supply and new production, partly absorbed by SPR refilling. | · | tweet ↗ |
| 2026-08-27 | NVDA | @KrisPatel99 | +0.40 | Go long MU as the market rotates memory profits into NVDA. — Explicitly plans to take the opposite side of a rotation and buy MU. | -4.6% | tweet ↗ |
| 2026-08-27 | MU | @KrisPatel99 | +0.80 | Go long MU as the market rotates memory profits into NVDA. — Explicitly plans to take the opposite side of a rotation and buy MU. | -0.3% | tweet ↗ |
| 2026-08-27 | MU | @KrisPatel99 | +0.90 | Stay long MU; bought more today. — Explicitly states a long MU position and a same-day addition. | -0.3% | tweet ↗ |
| 2026-08-27 | CRM | @KrisPatel99 | +0.75 | Do not take SaaS profits; lean harder into the theme. — Explicitly urges greater SaaS exposure after praising CRM's AI-add-on potential. | +1.6% | tweet ↗ |
| 2026-08-27 | · | @KrisPatel99 | · | Describes capital rotating into AI and SaaS and advises identifying ignored downstream beneficiaries. | · | 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.