Author
@yianisz yianisz
grade Ax.com/yianisz ↗
High-conviction AI-infrastructure supply-chain mapper threading every signal to second-order beneficiaries
Publishes original, reasoning-heavy bullish theses across th
trader score
-3.33
hit rate
20%
mean α
-1.74%
signals 14d
95
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, -1.74% mean alpha, trader score -3.33. Their last-14d mentions, direction-adjusted, have moved -3.6% since posting (mean over 72 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | XLE | @yianisz | -0.35 | Expects September volatility and sector rotation while retaining a bullish AI-cycle thesis. | — | tweet ↗ |
| 2026-08-28 | NVDA | @yianisz | +0.50 | Expects September volatility and sector rotation while retaining a bullish AI-cycle thesis. | — | tweet ↗ |
| 2026-08-28 | XLK | @yianisz | +0.55 | Expects September volatility and sector rotation while retaining a bullish AI-cycle thesis. | — | tweet ↗ |
| 2026-08-28 | XLY | @yianisz | +0.45 | Expects September volatility and sector rotation while retaining a bullish AI-cycle thesis. | — | tweet ↗ |
| 2026-08-28 | XLV | @yianisz | -0.35 | Expects September volatility and sector rotation while retaining a bullish AI-cycle thesis. | — | tweet ↗ |
| 2026-08-28 | SPY | @yianisz | +0.10 | Expects September volatility and sector rotation while retaining a bullish AI-cycle thesis. | — | tweet ↗ |
| 2026-08-28 | · | @yianisz | · | Worries that higher-for-longer rates and possible hikes will pressure AI valuations. | · | tweet ↗ |
| 2026-08-28 | NBIS | @yianisz | +0.25 | Compares neocloud financing models and favors structures that reduce shareholder funding of GPU expansion. | — | tweet ↗ |
| 2026-08-28 | IREN | @yianisz | +0.65 | Compares neocloud financing models and favors structures that reduce shareholder funding of GPU expansion. | — | tweet ↗ |
| 2026-08-28 | CRWV | @yianisz | -0.35 | Compares neocloud financing models and favors structures that reduce shareholder funding of GPU expansion. | — | tweet ↗ |
| 2026-08-28 | XLE | @yianisz | -0.30 | Author sees capital rotating within AI and favors temporarily abandoned hardware bottlenecks. | — | tweet ↗ |
| 2026-08-28 | XLY | @yianisz | +0.40 | Author sees capital rotating within AI and favors temporarily abandoned hardware bottlenecks. | — | tweet ↗ |
| 2026-08-28 | XLK | @yianisz | +0.50 | Author sees capital rotating within AI and favors temporarily abandoned hardware bottlenecks. | — | tweet ↗ |
| 2026-08-28 | XLF | @yianisz | -0.30 | Author sees capital rotating within AI and favors temporarily abandoned hardware bottlenecks. | — | tweet ↗ |
| 2026-08-28 | XLV | @yianisz | -0.30 | Author sees capital rotating within AI and favors temporarily abandoned hardware bottlenecks. | — | 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.