Author
@XRPholder2017 XRPholder2017
grade Cx.com/XRPholder2017 ↗
Japanese-language US AI-infrastructure earnings tape with reasoned secular framing
Relays US tech/growth earnings results and reactions in Japa
trader score
-0.52
hit rate
45%
mean α
-0.66%
signals 14d
54
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: 45% hit rate, -0.66% mean alpha, trader score -0.52. Their last-14d mentions, direction-adjusted, have moved +0.4% since posting (mean over 43 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @XRPholder2017 | +0.25 | Reports FY2028 EPS consensus of $15.31 and a forward P/E of 14.9 after Nvidia's call. | — | tweet ↗ |
| 2026-08-28 | MRVL | @XRPholder2017 | +0.50 | Summarizes MRVL results and says FY2028 revenue outlook was raised to $18B. | — | tweet ↗ |
| 2026-08-28 | MRVL | @XRPholder2017 | +0.55 | Reports FY2028 revenue guidance raised from $16.5B to $18B and growth accelerating to 50%. | — | tweet ↗ |
| 2026-08-27 | S | @XRPholder2017 | +0.40 | SentinelOne beats Q2 revenue and EPS estimates, while forward EPS guidance is mixed. | -5.2% | tweet ↗ |
| 2026-08-27 | WDAY | @XRPholder2017 | +0.60 | Workday beats Q2 estimates, raises subscription and margin guidance, and authorizes a $4B buyback. | +5.8% | tweet ↗ |
| 2026-08-27 | AFRM | @XRPholder2017 | +0.70 | Affirm beats Q4 revenue and adjusted EPS expectations and guides Q1 and FY27 revenue above consensus. | +0.3% | tweet ↗ |
| 2026-08-27 | RBRK | @XRPholder2017 | +0.75 | Rubrik posts a large Q2 beat and raises all major FY27 guidance metrics. | -13.1% | tweet ↗ |
| 2026-08-27 | MRVL | @XRPholder2017 | +0.60 | Marvell beats Q2 revenue and EPS estimates and raises FY27 and FY28 revenue outlooks. | -10.3% | tweet ↗ |
| 2026-08-27 | DLTR | @XRPholder2017 | +0.50 | Dollar Tree beat Q2 estimates and raised FY26 EPS guidance despite weak Q3 EPS guidance. | +1.0% | tweet ↗ |
| 2026-08-27 | P | @XRPholder2017 | +0.35 | Promotes an analysis of Everpure's shift toward recurring and hyperscaler revenue. | -5.9% | tweet ↗ |
| 2026-08-27 | P | @XRPholder2017 | +0.45 | Constructive on Everpure's recurring revenue and hyperscaler growth while noting lower unit sales. | -5.9% | tweet ↗ |
| 2026-08-27 | CRWD | @XRPholder2017 | +0.55 | Frames CrowdStrike's Q2 as reaccelerating through contracted AI demand and stronger structure. | -4.2% | tweet ↗ |
| 2026-08-27 | CRWD | @XRPholder2017 | +0.60 | Highlights strong new ARR and Flex growth while noting undisclosed AIDR revenue. | -4.2% | tweet ↗ |
| 2026-08-26 | NVDA | @XRPholder2017 | +0.55 | Frames Nvidia's FY28 growth around its ability to complete AI-factory deployments. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @XRPholder2017 | +0.50 | Explains Nvidia's expansion from GPU sales into integrated AI factories and recurring revenue. | +3.8% | 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.