Author
@thekriskay thekriskay
grade Bx.com/thekriskay ↗
Conviction AI-compute bull mapping the OpenAI complex to public proxies
Runs a tight thematic thesis on the AI/compute buildout (Ope
trader score
-1.98
hit rate
35%
mean α
-1.96%
signals 14d
59
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, -1.96% mean alpha, trader score -1.98. Their last-14d mentions, direction-adjusted, have moved -15.2% since posting (mean over 34 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CRWV | @thekriskay | +0.45 | Reports that an all-in CRWV position is currently down 2.8%. | -11.7% | tweet ↗ |
| 2026-10-15 | TSLA | @thekriskay | +0.30 | Highlights the Tesla Roadster with positive media-dependent framing. | +2.7% | tweet ↗ |
| 2026-10-15 | SPCX | @thekriskay | +0.55 | Argues SpaceX's next five years of growth are driven by GPU rentals rather than rockets. | · | tweet ↗ |
| 2026-10-15 | NBIS | @thekriskay | +0.45 | Views reserved short-term capacity and a two-to-three-year lead as positives for NBIS-like neoclouds. | -15.7% | tweet ↗ |
| 2026-10-15 | CRWV | @thekriskay | +0.75 | Reports an all-in CRWV position ended the day up 11%. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @thekriskay | · | Explicitly identifies as long but does not name the held asset. | · | tweet ↗ |
| 2026-10-15 | CRWV | @thekriskay | +0.70 | Calls CRWV's move incredible with clearly positive framing. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @thekriskay | · | Expresses preference for participating in the AI trade over repeatedly predicting its collapse. | · | tweet ↗ |
| 2026-10-15 | · | @thekriskay | · | Sarcastically defends debt-funded GPU investment by calling the GPUs money printers. | · | tweet ↗ |
| 2026-10-15 | CRWV | @thekriskay | +0.80 | Argues accumulated gamma-squeeze potential could propel CRWV back to $100 quickly. | -22.2% | tweet ↗ |
| 2026-10-15 | CRWV | @thekriskay | +0.75 | Reports an all-in CRWV position is up 6%. | -22.2% | tweet ↗ |
| 2026-10-15 | CRWV | @thekriskay | +0.90 | Discloses an all-in CRWV long with a $62.55 cost basis. | -22.2% | tweet ↗ |
| 2026-10-15 | CRWV | @thekriskay | +0.50 | Reiterates a constructive view that CoreWeave's cost of capital is declining. | -22.2% | tweet ↗ |
| 2026-10-15 | NBIS | @thekriskay | +0.85 | Makes an emphatic bullish call that neocloud stocks CRWV and NBIS are going much higher. | -15.7% | tweet ↗ |
| 2026-10-15 | CRWV | @thekriskay | +0.85 | Makes an emphatic bullish call that neocloud stocks CRWV and NBIS are going much higher. | -22.2% | 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.