Author

@pradeeepk pradeeepk

Bottom-up SaaS and AI-infra fundamentalist running alt-data-driven long/short theses

Posts original, KPI- and alt-data-grounded fundamental these

trader score
+1.36
hit rate
45%
mean α
+1.10%
signals 14d
72

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, +1.10% mean alpha, trader score +1.36. Their last-14d mentions, direction-adjusted, have moved +1.6% since posting (mean over 63 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28APP@pradeeepk+0.45Calls a bottom in APP, with the supporting chart contained in media.
2026-08-28AMZN@pradeeepk+0.75Calls AMZN an obvious investment ahead of the Anthropic IPO.
2026-08-28NVDA@pradeeepk+0.45Explicitly favors Nvidia's growth over Marvell and insults Marvell.
2026-08-28MRVL@pradeeepk-0.70Explicitly favors Nvidia's growth over Marvell and insults Marvell.
2026-08-28TTWO@pradeeepk+0.65TTWO probably reaches $250 today. — Makes a concrete same-day bullish price forecast.
2026-08-28NVDA@pradeeepk+0.10Predicts Broadcom's 2027 guidance increase will surprise more than Nvidia.
2026-08-28AVGO@pradeeepk+0.60Predicts Broadcom's 2027 guidance increase will surprise more than Nvidia.
2026-08-28AMZN@pradeeepk+0.80Long AMZN here into the Anthropic IPO. — Explicit forward long entry tied to a prospective Anthropic IPO catalyst.
2026-08-27TTWO@pradeeepk+0.75Rocket emoji expresses clear bullish enthusiasm for TTWO.+1.0%
2026-08-27TTWO@pradeeepk+0.65Calls TTWO cheap ahead of the GTA 6 extended-look catalyst.+1.0%
2026-08-26GS@pradeeepk+0.00Points to Goldman commentary on Synopsys's new pricing strategies without summarizing the view-0.6%
2026-08-26SNPS@pradeeepk+0.15Points to Goldman commentary on Synopsys's new pricing strategies without summarizing the view+8.0%
2026-08-26SNPS@pradeeepk+0.70Bullish 2027 growth thesis and expects September analyst day to lift shares.+8.0%
2026-08-26AVGO@pradeeepk+0.60Argues 2027 estimates understate AI revenue, forecasting at least $150B.+3.7%
2026-08-25CLS@pradeeepk+0.70Author expects the current development to start a new run for AVGO and CLS.-2.7%

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.