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
-0.89
hit rate
30%
mean α
-0.71%
signals 14d
121
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: 30% hit rate, -0.71% mean alpha, trader score -0.89. Their last-14d mentions, direction-adjusted, have moved -5.9% since posting (mean over 77 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | SNDK | @rzayev7895 | +0.55 | Sold LMND/RKT/META/VST and added AAOI/SNDK while shifting to AI hardware. | — | tweet ↗ |
| 2026-07-02 | META | @rzayev7895 | -0.40 | Sold LMND/RKT/META/VST and added AAOI/SNDK while shifting to AI hardware. | — | tweet ↗ |
| 2026-07-02 | VST | @rzayev7895 | -0.40 | Sold LMND/RKT/META/VST and added AAOI/SNDK while shifting to AI hardware. | — | tweet ↗ |
| 2026-07-02 | RKT | @rzayev7895 | -0.40 | Sold LMND/RKT/META/VST and added AAOI/SNDK while shifting to AI hardware. | — | tweet ↗ |
| 2026-07-02 | AAOI | @rzayev7895 | +0.55 | Sold LMND/RKT/META/VST and added AAOI/SNDK while shifting to AI hardware. | — | tweet ↗ |
| 2026-07-02 | LMND | @rzayev7895 | -0.40 | Sold LMND/RKT/META/VST and added AAOI/SNDK while shifting to AI hardware. | — | tweet ↗ |
| 2026-07-02 | · | @rzayev7895 | · | Says AI stock selloff does not change long-term AI capital flow thesis. | · | tweet ↗ |
| 2026-07-02 | · | @rzayev7895 | · | Author expects market to recover and move upward next week. | · | tweet ↗ |
| 2026-07-01 | EWY | @rzayev7895 | +0.35 | Says EWY does not look bad here with chart attached. | -2.9% | tweet ↗ |
| 2026-07-01 | · | @rzayev7895 | · | Says AI infrastructure weakness is rotation, not a broken trend, and Fed messaging was positive. | · | tweet ↗ |
| 2026-07-01 | · | @rzayev7895 | · | Says falling oil and lower inflation risks mean Fed does not want hikes, supportive for risk assets. | · | tweet ↗ |
| 2026-07-01 | META | @rzayev7895 | +0.55 | Argues Meta compute monetization is positive and market is misreading it as excess capacity. | -4.9% | tweet ↗ |
| 2026-07-01 | · | @rzayev7895 | · | Bullish AI infrastructure thesis: demand and customers justify more capacity spending. | · | tweet ↗ |
| 2026-07-01 | META | @rzayev7895 | +0.55 | Says market panic over Meta selling excess AI capacity is noise; expects more capex and capacity. | -4.9% | tweet ↗ |
| 2026-06-30 | BE | @rzayev7895 | +0.55 | Bloom Energy and Brookfield expanded AI infrastructure partnership from $5B to $25B. | -10.5% | 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.