@ZeekTyt ZeekTyt
Perma-bull retail trader hyping the AI-infrastructure power/compute bottleneck basket
Posts a steady stream of bullish, tickered long calls and th
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 60% hit rate, +1.31% mean alpha, trader score +0.71. Their last-14d mentions, direction-adjusted, have moved -6.7% since posting (mean over 542 mentions with price data).
ZeekTyt is mainly long scarce AI infrastructure layers: powered land/data centers, memory, optics/connectivity, and selected space infrastructure. The distinctive read is that power access and photonics are the next bottlenecks after GPUs, with IREN, TE, SLNH, MU/DRAM, MRVL, LITE and AAOI recurring as favored names. Late-week tone flipped sharply bearish on SPCX after earlier hype, while IREN and DRAM/MU calls remained active.
Conviction is concentrated in IREN-led AI power, MU/DRAM memory, and MRVL/LITE/AAOI optical connectivity, with TE and SLNH recurring as smaller power beneficiaries. The clearest flip is SPCX: early bullish hype and $200-plus targets gave way to explicit short calls tied to unlock risk and skeptical valuation comments. Adds are implied in IREN, SLNH, DRAM/MU and NOK/BB/DELL calls, while the main pump-risk flag is IREN concentration across the power theme.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | IREN | @ZeekTyt | +0.55 | Supports tying RSU package to a $150 IREN stock price target by 2027. | — | tweet ↗ |
| 2026-07-02 | CRWV | @ZeekTyt | +0.45 | Argues Meta compute plans validate AI infra demand and create tailwinds for IREN, NBIS and CRWV. | — | tweet ↗ |
| 2026-07-02 | META | @ZeekTyt | +0.25 | Argues Meta compute plans validate AI infra demand and create tailwinds for IREN, NBIS and CRWV. | — | tweet ↗ |
| 2026-07-02 | IREN | @ZeekTyt | +0.75 | Argues Meta compute plans validate AI infra demand and create tailwinds for IREN, NBIS and CRWV. | — | tweet ↗ |
| 2026-07-02 | NBIS | @ZeekTyt | +0.45 | Argues Meta compute plans validate AI infra demand and create tailwinds for IREN, NBIS and CRWV. | — | tweet ↗ |
| 2026-07-02 | TSLA | @ZeekTyt | +0.45 | Tesla engineer quote frames robot as revolutionary human-like capability. | — | tweet ↗ |
| 2026-07-02 | MU | @ZeekTyt | +0.40 | Says SK Hynix, KOSPI and Samsung flipped green and MU/DRAM should be safe Monday. | — | tweet ↗ |
| 2026-07-02 | MU | @ZeekTyt | -0.35 | Says we might be cooked on MU, implying bearish concern with chart context. | — | tweet ↗ |
| 2026-07-02 | · | @ZeekTyt | · | Reports SK Hynix, KOSPI, and Samsung price moves after Anthropic custom chip news. | · | tweet ↗ |
| 2026-07-02 | IREN | @ZeekTyt | -0.20 | Mentions red line versus base case on revenue and billing for IREN, worth reading for holders. | — | tweet ↗ |
| 2026-07-02 | MU | @ZeekTyt | -0.50 | Reports Michael Burry disclosed a new short position in Micron. | — | tweet ↗ |
| 2026-07-02 | MU | @ZeekTyt | -0.30 | Says the worst thing Jim can do is talk about your favorite stock, implying negative sentiment for MU. | — | tweet ↗ |
| 2026-07-02 | IREN | @ZeekTyt | +0.45 | Quotes volatility is vitality for IREN with bullish emojis. | — | tweet ↗ |
| 2026-07-02 | NOK | @ZeekTyt | +0.25 | Recommends watching a NOK video, saying it has great content but no concrete thesis. | — | tweet ↗ |
| 2026-07-02 | META | @ZeekTyt | -0.25 | Says META said AI agents have not sped up as hoped and links it to selling excess compute. | — | 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.