Author
@ProfKayaFinance ProfKayaFinance
grade Bx.com/ProfKayaFinance ↗
Transparent AI-buildout thematic investor running a disciplined, level-driven growth basket
Builds and narrates a concentrated long portfolio around the
trader score
+1.67
hit rate
60%
mean α
+1.40%
signals 14d
202
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: 60% hit rate, +1.40% mean alpha, trader score +1.67. Their last-14d mentions, direction-adjusted, have moved +0.5% since posting (mean over 161 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | META | @ProfKayaFinance | +0.00 | Daily portfolio recap reports -1.88% on the day and +51.90% year to date. | — | tweet ↗ |
| 2026-08-28 | RKLB | @ProfKayaFinance | +0.00 | Daily portfolio recap reports -1.88% on the day and +51.90% year to date. | — | tweet ↗ |
| 2026-08-28 | CRDO | @ProfKayaFinance | +0.00 | Daily portfolio recap reports -1.88% on the day and +51.90% year to date. | — | tweet ↗ |
| 2026-08-28 | AMZN | @ProfKayaFinance | +0.00 | Daily portfolio recap reports -1.88% on the day and +51.90% year to date. | — | tweet ↗ |
| 2026-08-28 | AXON | @ProfKayaFinance | +0.00 | Daily portfolio recap reports -1.88% on the day and +51.90% year to date. | — | tweet ↗ |
| 2026-08-28 | AVGO | @ProfKayaFinance | +0.00 | Daily portfolio recap reports -1.88% on the day and +51.90% year to date. | — | tweet ↗ |
| 2026-08-28 | CRWD | @ProfKayaFinance | +0.55 | Claims CrowdStrike provides profit opportunities both when rising and falling. | — | tweet ↗ |
| 2026-08-28 | NOVT | @ProfKayaFinance | +0.20 | Presents a physical-AI component supplier research basket while warning valuations are high. | · | tweet ↗ |
| 2026-08-28 | INDI | @ProfKayaFinance | +0.20 | Presents a physical-AI component supplier research basket while warning valuations are high. | — | tweet ↗ |
| 2026-08-28 | OUST | @ProfKayaFinance | +0.20 | Presents a physical-AI component supplier research basket while warning valuations are high. | — | tweet ↗ |
| 2026-08-28 | AMBA | @ProfKayaFinance | +0.20 | Presents a physical-AI component supplier research basket while warning valuations are high. | — | tweet ↗ |
| 2026-08-28 | LSCC | @ProfKayaFinance | +0.20 | Presents a physical-AI component supplier research basket while warning valuations are high. | — | tweet ↗ |
| 2026-08-28 | ALNT | @ProfKayaFinance | +0.20 | Presents a physical-AI component supplier research basket while warning valuations are high. | — | tweet ↗ |
| 2026-08-27 | MRVL | @ProfKayaFinance | -0.30 | Says Marvell's earnings were mediocre and below the author's expectations. | -10.3% | tweet ↗ |
| 2026-08-27 | RBRK | @ProfKayaFinance | +0.65 | Says Rubrik delivered very good earnings. | -13.1% | 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.