Author
@ramez
grade Cx.com/ramez ↗
Ramez Naam is a credible clean-energy investor and sector thinker, but recent/profile evidence is mainly climate, clean energy, AI, and policy rather than public-stock/ticker analy
trader score
-0.71
hit rate
40%
mean α
-3.46%
signals 14d
13
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 5 scored bets: 40% hit rate, -3.46% mean alpha, trader score -0.71. Their last-14d mentions, direction-adjusted, have moved -20.9% since posting (mean over 1 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-22 | · | @ramez | · | Predicts AI will ultimately improve cybersecurity after a volatile one-to-two-year transition. | · | tweet ↗ |
| 2026-08-22 | · | @ramez | · | Positively characterizes the impact of solar and batteries on the Texas power grid. | · | tweet ↗ |
| 2026-08-21 | · | @ramez | · | Cites SemiAnalysis' finding that open-weight models are catching proprietary models faster each wave. | · | tweet ↗ |
| 2026-08-20 | · | @ramez | · | Ironically predicts public hostility toward living near data centers will become extreme. | · | tweet ↗ |
| 2026-08-20 | · | @ramez | · | Argues AI itself will not define elections, but data-center politics are becoming a major liability. | · | tweet ↗ |
| 2026-08-20 | · | @ramez | · | Reports strong data-center opposition rising from 24% to 61% in 12 months. | · | tweet ↗ |
| 2026-08-19 | MRNA | @ramez | +0.30 | Says Moderna's personalized melanoma vaccine uses bioinformatics and machine learning rather than LLMs. | -20.9% | tweet ↗ |
| 2026-08-17 | · | @ramez | · | Argues open AI models can democratize capabilities unless regulation suppresses them. | · | tweet ↗ |
| 2026-08-17 | · | @ramez | · | Presents defense-in-depth as a workable framework for reducing AI risk. | · | tweet ↗ |
| 2026-08-17 | · | @ramez | · | Argues AI-enabled biothreat risk remains defense-dominant and manageable through layered defenses. | · | tweet ↗ |
| 2026-08-17 | · | @ramez | · | Argues light regulation and open competition best prevent concentration of AI power. | · | tweet ↗ |
| 2026-08-16 | · | @ramez | · | Argues commercial incentives naturally reward controllable AI models that reliably follow instructions. | · | tweet ↗ |
| 2026-08-15 | · | @ramez | · | Highlights discussion of energy constraints, AI scaling and their intersection without a specific issuer thesis. | · | 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.