@ZeekTyt ZeekTyt

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-08-16.

The author repeatedly calls IREN, CRWV and NBIS higher, with IREN the centerpiece, while also buying the memory shortage through MU, SKHY, DRAM and SNDK. The distinctive view is that energized power, token-driven compute demand and constrained memory supply matter more than near-term earnings or dilution. Late-week IREN execution criticism tempered but did not reverse the bullish thesis, while memory conviction progressed from buying weakness to holding and adding.

IREN conviction remained consistently bullish through repeated long calls, although late-week criticism of time-to-compute execution introduced a discrete caution without a flip. Memory conviction intensified from August 10 purchases to August 12 holds and August 13 additions, while RIOT was tactically trimmed after a 25% jump. IREN represents roughly half of the core neocloud discussion, creating elevated concentration and pump risk.

Alignment separates skin-in-the-game from commentary: ✓ = the author discloses a position consistent with their talk; “call (no pos)” = directional call without a disclosed position; “commentary” = opinion only.

add 1

hold 1

initiate long 7

trim 1

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.