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
-2.86
hit rate
15%
mean α
-1.76%
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: 15% hit rate, -1.76% mean alpha, trader score -2.86. Their last-14d mentions, direction-adjusted, have moved -6.4% since posting (mean over 51 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | AAOI | @yianisz | +0.00 | States that AAOI will report Q3 earnings on November 5. | -19.4% | tweet ↗ |
| 2026-10-15 | SOXX | @yianisz | -0.25 | Recalls raising cash because risk/reward was unattractive while these growth assets were still rising. | -7.1% | tweet ↗ |
| 2026-10-15 | AMD | @yianisz | -0.25 | Recalls raising cash because risk/reward was unattractive while these growth assets were still rising. | -8.1% | tweet ↗ |
| 2026-10-15 | RKLB | @yianisz | -0.25 | Recalls raising cash because risk/reward was unattractive while these growth assets were still rising. | -4.8% | tweet ↗ |
| 2026-10-15 | NBIS | @yianisz | -0.25 | Recalls raising cash because risk/reward was unattractive while these growth assets were still rising. | -15.7% | tweet ↗ |
| 2026-10-15 | MU | @yianisz | -0.25 | Recalls raising cash because risk/reward was unattractive while these growth assets were still rising. | -5.8% | tweet ↗ |
| 2026-10-15 | SMH | @yianisz | -0.25 | Recalls raising cash because risk/reward was unattractive while these growth assets were still rising. | -5.7% | tweet ↗ |
| 2026-10-15 | NBIS | @yianisz | -0.45 | Warns that distressed CRWV bonds and CDS imply balance-sheet risk across neocloud companies. | -15.7% | tweet ↗ |
| 2026-10-15 | IREN | @yianisz | -0.45 | Warns that distressed CRWV bonds and CDS imply balance-sheet risk across neocloud companies. | -18.0% | tweet ↗ |
| 2026-10-15 | CRWV | @yianisz | -0.75 | Warns that distressed CRWV bonds and CDS imply balance-sheet risk across neocloud companies. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @yianisz | · | Says profits were taken and the author is waiting for a better entry, but the asset is unspecified. | · | tweet ↗ |
| 2026-10-13 | SOXX | @yianisz | -0.50 | Says the decline is not yet deep enough to qualify as a buyable dip. | -12.1% | tweet ↗ |
| 2026-10-13 | NBIS | @yianisz | -0.50 | Says the decline is not yet deep enough to qualify as a buyable dip. | -23.3% | tweet ↗ |
| 2026-10-13 | MU | @yianisz | -0.50 | Says the decline is not yet deep enough to qualify as a buyable dip. | -7.9% | tweet ↗ |
| 2026-10-13 | KOSPI | @yianisz | -0.65 | Links the AVGO CEO's casino-gambling comparison with a subsequent 7% KOSPI decline. | · | 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.