@7Innovator 7Innovator
Disciplined disruptive-growth analyst who DCFs innovators and admits when they're overpriced
Publishes fundamental theses and valuation models (DCF, ROIC
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: 55% hit rate, +0.53% mean alpha, trader score +0.56. Their last-14d mentions, direction-adjusted, have moved -5.4% since posting (mean over 10 mentions with price data).
7Innovator is focused on AI compute architecture shifts, especially alternatives to Nvidia GPU dominance and Cerebras as a post-IPO challenger. The distinctive read is less a direct single-name trade and more a framework: Moore's Law slowing creates room for new chip architectures, expensive AI IPOs, and selective high-growth ideas. Later in the window, attention shifts to a lighter bullish basket around Lab-name stocks with chart context.
The week is concentrated in AI compute disruption, with repeated attention on NVDA alternatives and CBRS as a high-growth but valuation-sensitive AI IPO. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals, so no explicit adds, trims, exits, or position flips can be inferred. Late-window activity broadens into a bullish Lab-name chart basket across ALAB, PL, and RKLB rather than a disclosed trade.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | QNT | @7Innovator | +0.15 | Promotes watch list research on Arqit and Quantinuum plus recommendations. | +2.4% | tweet ↗ |
| 2026-06-29 | ARQQ | @7Innovator | +0.15 | Promotes watch list research on Arqit and Quantinuum plus recommendations. | -13.9% | tweet ↗ |
| 2026-06-29 | ARQQ | @7Innovator | +0.35 | Adds ARQQ to watch list with balanced quantum encryption bull case and high-risk caveats. | -13.9% | tweet ↗ |
| 2026-06-26 | CME | @7Innovator | +0.55 | Bullish thesis on CME: record revenues, 70% operating margin and attractive decade valuation. | +7.1% | tweet ↗ |
| 2026-06-24 | CME | @7Innovator | +0.50 | Calls CME an undervalued dividend gem. | +2.1% | tweet ↗ |
| 2026-06-24 | CME | @7Innovator | +0.40 | Promotes CME as a dividend-paying gem in livestream. | +2.1% | tweet ↗ |
| 2026-06-24 | CME | @7Innovator | +0.65 | Says CME looks like an undervalued buying opportunity with strong margins and dividend. | +2.1% | tweet ↗ |
| 2026-06-23 | INFQ | @7Innovator | +0.30 | Recommends quantum computing discussion including listed innovators. | -22.9% | tweet ↗ |
| 2026-06-23 | QNT | @7Innovator | +0.30 | Recommends quantum computing discussion including listed innovators. | -3.7% | tweet ↗ |
| 2026-06-23 | IONQ | @7Innovator | +0.30 | Recommends quantum computing discussion including listed innovators. | -15.1% | 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.