Author
@VoxVex000 VoxVex000
grade Bx.com/VoxVex000 ↗
Anon AI-infrastructure thematic trader mapping the compute value chain to named beneficiaries
Posts high-conviction, long-only AI-infrastructure theses wi
trader score
-3.26
hit rate
20%
mean α
-2.62%
signals 14d
24
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: 20% hit rate, -2.62% mean alpha, trader score -3.26. Their last-14d mentions, direction-adjusted, have moved -10.3% since posting (mean over 21 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ORCL | @VoxVex000 | +0.45 | Sets objective technical conditions for an ORCL reversal while retaining a $200+ value view. | -1.6% | tweet ↗ |
| 2026-10-16 | ORCL | @VoxVex000 | -0.35 | Contrasts bullish sell-side targets with near-term cash burn, capex and RPO conversion risks. | -1.6% | tweet ↗ |
| 2026-10-15 | CRWV | @VoxVex000 | -0.60 | Notes CRWV fell from triple digits below $100 in less than six months. | -22.2% | tweet ↗ |
| 2026-10-13 | GOOGL | @VoxVex000 | +0.45 | Expresses strong satisfaction with Google's product team, Gemini Argon and a six-month Ultra trial. | -9.5% | tweet ↗ |
| 2026-10-13 | GOOGL | @VoxVex000 | +0.80 | Short celebratory ticker post expresses strong bullish enthusiasm for Alphabet. | -9.5% | tweet ↗ |
| 2026-10-13 | GOOG | @VoxVex000 | +0.55 | Calls Gemini the author's favorite AI partner and explicitly tags GOOG. | -9.2% | tweet ↗ |
| 2026-10-13 | ORCL | @VoxVex000 | +0.25 | Oracle signed an energy-services agreement with El Paso Electric. | -11.9% | tweet ↗ |
| 2026-10-13 | ORCL | @VoxVex000 | +0.20 | Notes with relief that ORCL resisted selling pressure today. | -11.9% | tweet ↗ |
| 2026-10-12 | · | @VoxVex000 | · | Frames AI investing as ownership of digital-rent monopolies while warning against application-layer bubbles. | · | tweet ↗ |
| 2026-10-09 | ORCL | @VoxVex000 | -0.15 | Oracle is trucking natural gas to power AI data centers despite costs about four times pipeline delivery. | -10.8% | tweet ↗ |
| 2026-10-09 | ORCL | @VoxVex000 | -0.05 | Brief skeptical reaction to Oracle without supporting context. | -10.8% | tweet ↗ |
| 2026-10-08 | · | @VoxVex000 | · | Attributes the broad premarket decline to Gulf conflict, oil inflation and surging Treasury yields. | · | tweet ↗ |
| 2026-10-07 | MXL | @VoxVex000 | +0.75 | Presents a multi-factor bull thesis based on cycle recovery, AI growth, profitability and technical support. | -40.9% | tweet ↗ |
| 2026-10-06 | OKLO | @VoxVex000 | -0.70 | Chronicles OKLO's roughly 80% decline from its 2025 high through its 2026 low. | -31.6% | tweet ↗ |
| 2026-10-05 | RXRX | @VoxVex000 | +0.80 | Reports a completed 25% gain from an RXRX idea shared at $3.80. | -22.6% | 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.