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Cite asCryptoQuant has tracked 8 directional calls by @KerrisdaleCap on X since Nov 2025: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 11, 2026).
A year ago, we argued $CRWV failed finance’s most basic test: returns below its cost of capital. With shares halved and bonds yielding ~15%, the market is realizing the math doesn’t math https://t.co/Por5SE5qjh
View original →$RRX: Our thoughts on Q2 – outlook for 2027 remains bright with strong orders across the business. 17% order growth reinforces our optimism for crown jewel AMC. ePOD ramp to begin in Q4, robotics upside over longer term. IPS and PES should normalize from here. Valuation too low
View original →Sellside getting bullish on the $RRX opportunity. Since our report, DB initiated today at buy ($286 target), Citi raised target to $260, and Baird highlighted it as a favorite industrial going into earnings https://t.co/Q9FPoYGHEG
View original →We’re long $RRX, report at https://t.co/TO3tuc29aF. Regal Rexnord is a power transmission / motion control powerhouse that offers an excellent way to play the upcoming “Physical AI” boom, incl both industrial automation & humanoids, plus a fast-growing data center power biz. 1/8
View original →$PSTG -13% today and -18% since our report while SSD, HDD and similar storage players have mooned. $PSTG is just not much of an AI / hyperscaler / data center buildout beneficiary https://t.co/xltf3zZ1bk
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