Author
@SergeyCYW SergeyCYW
grade Bx.com/SergeyCYW ↗
Long-form AI-infrastructure and SaaS analyst who maps bottleneck stacks against valuation
Writes detailed, multi-stock fundamental theses framing the
trader score
+0.32
hit rate
55%
mean α
+0.26%
signals 14d
167
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: 55% hit rate, +0.26% mean alpha, trader score +0.32. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 142 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRWD | @SergeyCYW | +0.20 | Finds SentinelOne's quarter mixed and wants stronger growth, cash flow and lower dilution before turning constructive. | — | tweet ↗ |
| 2026-08-28 | S | @SergeyCYW | -0.35 | Finds SentinelOne's quarter mixed and wants stronger growth, cash flow and lower dilution before turning constructive. | — | tweet ↗ |
| 2026-08-28 | RBRK | @SergeyCYW | +0.35 | Reports normalized RBRK revenue growth of 43% year over year. | — | tweet ↗ |
| 2026-08-28 | NET | @SergeyCYW | +0.30 | Reports historical portfolio performance and current SaaS holdings; extraction is capped at six tickers. | — | tweet ↗ |
| 2026-08-28 | RBRK | @SergeyCYW | +0.30 | Reports historical portfolio performance and current SaaS holdings; extraction is capped at six tickers. | — | tweet ↗ |
| 2026-08-28 | NOW | @SergeyCYW | +0.30 | Reports historical portfolio performance and current SaaS holdings; extraction is capped at six tickers. | — | tweet ↗ |
| 2026-08-28 | PANW | @SergeyCYW | +0.30 | Reports historical portfolio performance and current SaaS holdings; extraction is capped at six tickers. | — | tweet ↗ |
| 2026-08-28 | DDOG | @SergeyCYW | +0.30 | Reports historical portfolio performance and current SaaS holdings; extraction is capped at six tickers. | — | tweet ↗ |
| 2026-08-28 | SNOW | @SergeyCYW | +0.30 | Reports historical portfolio performance and current SaaS holdings; extraction is capped at six tickers. | — | tweet ↗ |
| 2026-08-28 | RBRK | @SergeyCYW | +0.60 | Calls Rubrik's quarter strong on normalized growth and customers while flagging margins and losses. | — | tweet ↗ |
| 2026-08-28 | S | @SergeyCYW | +0.50 | SentinelOne beat revenue and EPS estimates and slightly raised FY revenue guidance. | — | tweet ↗ |
| 2026-08-27 | RBRK | @SergeyCYW | +0.70 | Rubrik delivered large revenue and EPS beats and raised FY revenue guidance by 2.7%. | -13.1% | tweet ↗ |
| 2026-08-27 | NVDA | @SergeyCYW | +0.50 | Reports Nvidia total and data-center revenue growth accelerated for four consecutive quarters. | -4.6% | tweet ↗ |
| 2026-08-27 | CRWD | @SergeyCYW | +0.55 | Reports record Q2 net new ARR of $333M, up 50.5% year over year. | -4.2% | tweet ↗ |
| 2026-08-27 | VEEV | @SergeyCYW | +0.70 | Bullish Veeva thesis cites accelerating growth, raised guidance and resilient AI-era competitive positioning. | -1.9% | 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.