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
-3.18
hit rate
10%
mean α
-2.29%
signals 14d
388

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: 10% hit rate, -2.29% mean alpha, trader score -3.18. Their last-14d mentions, direction-adjusted, have moved -6.6% since posting (mean over 338 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16TSM@Sam_Badawi+0.70TSMC posts record Q3 revenue, 41% growth, and guides next-quarter revenue above $52B.+1.4%
2026-10-16META@Sam_Badawi+0.85META is targeted to reach $1,000. — States an explicit bullish $1,000 price target for META.-9.4%
2026-10-16CRWV@Sam_Badawi-0.55CRWV falls about 11% as leverage and debt-yield concerns outweigh its large backlog.-11.7%
2026-10-16ZETA@Sam_Badawi+0.20Promotes forthcoming interviews with Zeta's CEO and analyst Dan Ives after a company event.+6.8%
2026-10-16AAPL@Sam_Badawi+0.60Reports Apple's foldable iPhone selling out rapidly, suggesting strong demand and an upgrade cycle.+1.2%
2026-10-16APP@Sam_Badawi+0.35Frames data and AI companies as long-term opportunities while reiterating prior ZETA bullishness.-2.2%
2026-10-16PLTR@Sam_Badawi+0.35Frames data and AI companies as long-term opportunities while reiterating prior ZETA bullishness.+5.8%
2026-10-16META@Sam_Badawi+0.35Frames data and AI companies as long-term opportunities while reiterating prior ZETA bullishness.-9.4%
2026-10-16RDDT@Sam_Badawi+0.35Frames data and AI companies as long-term opportunities while reiterating prior ZETA bullishness.-7.6%
2026-10-16GOOGL@Sam_Badawi+0.35Frames data and AI companies as long-term opportunities while reiterating prior ZETA bullishness.-6.0%
2026-10-16ZETA@Sam_Badawi+0.70Frames data and AI companies as long-term opportunities while reiterating prior ZETA bullishness.+6.8%
2026-10-16DELL@Sam_Badawi+0.10NVIDIA launched RTX Spark laptops globally with named OEM models and detailed specifications.+1.0%
2026-10-16MSFT@Sam_Badawi+0.10NVIDIA launched RTX Spark laptops globally with named OEM models and detailed specifications.-0.9%
2026-10-16HPQ@Sam_Badawi+0.10NVIDIA launched RTX Spark laptops globally with named OEM models and detailed specifications.+12.1%
2026-10-16NVDA@Sam_Badawi+0.30NVIDIA launched RTX Spark laptops globally with named OEM models and detailed specifications.-1.5%

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.