Author
@rzayev7895 rzayev7895
grade Cx.com/rzayev7895 ↗
Transparent Turkish retail analyst trading AI-infrastructure themes as DCA'd small-cap baskets
Posts long-form bullish theses and real-time tickered buy/ad
trader score
-0.19
hit rate
40%
mean α
-0.14%
signals 14d
106
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: 40% hit rate, -0.14% mean alpha, trader score -0.19. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 63 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SPY | @rzayev7895 | +0.00 | Observes exceptionally weak volume and expects market activity to recover from mid-September. | — | tweet ↗ |
| 2026-08-28 | QQQ | @rzayev7895 | +0.00 | Observes exceptionally weak volume and expects market activity to recover from mid-September. | — | tweet ↗ |
| 2026-08-28 | · | @rzayev7895 | · | Describes a post-Warsh risk-off rotation from technology and materials toward defensive sectors. | · | tweet ↗ |
| 2026-08-28 | · | @rzayev7895 | · | Argues AI is being sold regardless of news quality, showing the sector is out of favor. | · | tweet ↗ |
| 2026-08-28 | MRVL | @rzayev7895 | +0.75 | Calls MRVL's results excellent and expects new all-time highs despite misleading short-term pricing. | — | tweet ↗ |
| 2026-08-28 | NVDA | @rzayev7895 | +0.35 | Frames Nvidia as an AI-capex proxy increasingly decoupled from the broader semiconductor cycle. | — | tweet ↗ |
| 2026-08-28 | · | @rzayev7895 | · | Quantifies worsening AAII sentiment but says bearishness is not yet extreme enough to imply a bottom. | · | tweet ↗ |
| 2026-08-28 | IREN | @rzayev7895 | +0.40 | Says IREN's long-term story strengthened but expects near-term performance to remain market-dependent. | — | tweet ↗ |
| 2026-08-28 | IREN | @rzayev7895 | +0.55 | Views IREN's results as encouraging and believes the worst phase may be over despite dilution risk. | — | tweet ↗ |
| 2026-08-28 | MSFT | @rzayev7895 | +0.15 | Detailed FY2026 thesis sees stronger AI economics and financing visibility alongside debt and execution risk. | — | tweet ↗ |
| 2026-08-28 | IREN | @rzayev7895 | +0.50 | Detailed FY2026 thesis sees stronger AI economics and financing visibility alongside debt and execution risk. | — | tweet ↗ |
| 2026-08-27 | IREN | @rzayev7895 | -0.55 | Criticizes IREN's undisclosed customer and warns uncertainty may be priced as a discount. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @rzayev7895 | -0.45 | Questions IREN's lack of transparency about a frontier-lab agreement's customer and economics. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @rzayev7895 | +0.80 | Bullish framework highlights contracted ARR, prepayments and capital-efficient AI-cloud expansion. | -12.5% | tweet ↗ |
| 2026-08-27 | NVDA | @rzayev7895 | -0.05 | Notes unusually thin market volume and cautions that current price moves could reverse when volume returns. | -4.6% | 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.