Author
@Sam_Badawi Sam_Badawi
grade Cx.com/Sam_Badawi ↗
High-conviction AI-infrastructure thematic synthesizer mapping the full compute-to-power value chain
Posts tickered, reasoned bullish theses and rapid news synth
trader score
-1.46
hit rate
35%
mean α
-1.30%
signals 14d
664
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: 35% hit rate, -1.30% mean alpha, trader score -1.46. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 500 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | JPM | @Sam_Badawi | +0.00 | Reports Metriport's $26M Series A, operating metrics and named strategic connections. | — | tweet ↗ |
| 2026-08-28 | AMZN | @Sam_Badawi | +0.00 | Reports Metriport's $26M Series A, operating metrics and named strategic connections. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @Sam_Badawi | +0.00 | Reports Metriport's $26M Series A, operating metrics and named strategic connections. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Sam_Badawi | +0.45 | Reports ARK's disclosed semiconductor rotation into NVDA and AVGO and out of AMD. | — | tweet ↗ |
| 2026-08-28 | AVGO | @Sam_Badawi | +0.40 | Reports ARK's disclosed semiconductor rotation into NVDA and AVGO and out of AMD. | — | tweet ↗ |
| 2026-08-28 | AMD | @Sam_Badawi | -0.45 | Reports ARK's disclosed semiconductor rotation into NVDA and AVGO and out of AMD. | — | tweet ↗ |
| 2026-08-28 | ARKK | @Sam_Badawi | +0.00 | Reports ARK's disclosed semiconductor rotation into NVDA and AVGO and out of AMD. | — | tweet ↗ |
| 2026-08-28 | NFLX | @Sam_Badawi | +0.70 | Calls a chart bottom and expects renewed outperformance while citing Pershing Square's position. | — | tweet ↗ |
| 2026-08-28 | RBRK | @Sam_Badawi | +0.70 | Reiterates a long-term bullish RBRK thesis based on earnings, valuation and agentic AI. | — | tweet ↗ |
| 2026-08-28 | GRNY | @Sam_Badawi | +0.15 | Reports Tom Lee's fund buying $210M of SPCX and MU through GRNY. | · | tweet ↗ |
| 2026-08-28 | SPCX | @Sam_Badawi | +0.35 | Reports Tom Lee's fund buying $210M of SPCX and MU through GRNY. | · | tweet ↗ |
| 2026-08-28 | MU | @Sam_Badawi | +0.35 | Reports Tom Lee's fund buying $210M of SPCX and MU through GRNY. | — | tweet ↗ |
| 2026-08-28 | CF | @Sam_Badawi | +0.25 | Reports Fundstrat's quarterly portfolio rebalance; ticker cap limits extraction to the first direct additions. | — | tweet ↗ |
| 2026-08-28 | BNY | @Sam_Badawi | +0.25 | Reports Fundstrat's quarterly portfolio rebalance; ticker cap limits extraction to the first direct additions. | · | tweet ↗ |
| 2026-08-28 | GRNY | @Sam_Badawi | +0.00 | Reports Fundstrat's quarterly portfolio rebalance; ticker cap limits extraction to the first direct additions. | · | 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.