Author
@yatirim yatirim
grade Cx.com/yatirim ↗
Concentrated semis/AI-infra conviction trader with a falsifiable memory-supercycle thesis
Posts original, position-disclosed theses on memory semis an
trader score
+0.26
hit rate
47%
mean α
+0.08%
signals 14d
5
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 15 scored bets: 47% hit rate, +0.08% mean alpha, trader score +0.26. Their last-14d mentions, direction-adjusted, have moved +3.3% since posting (mean over 4 mentions with price data).
Recent signals5receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AVGO | @yatirim | +0.65 | Revenue-price correlation model indicates a $600 AVGO value; author owns the stock but flags thesis risk. | — | tweet ↗ |
| 2026-08-27 | PYPL | @yatirim | -0.25 | Says the author is unsure about PayPal and does not know whether it has an economic moat. | -12.7% | tweet ↗ |
| 2026-08-26 | NKE | @yatirim | +0.70 | Started buying NKE at 38.6 and plans gradual additions toward 33 for a 12-month turnaround. — Discloses an initial Nike purchase, planned scaling levels, position sizing, and a detailed turnaround thesis. | +2.6% | tweet ↗ |
| 2026-08-26 | NKE | @yatirim | +0.55 | Expresses optimism that Nike's turnaround story could become reality. | +2.6% | tweet ↗ |
| 2026-08-18 | ISRG | @yatirim | +0.85 | Opened ISRG at $391 and intends to continue buying toward desired size. — Explicit entry and future additions are backed by moat, valuation and 3–5 year projections. | -4.7% | 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.