Author
@aleabitoreddit aleabitoreddit
grade Ax.com/aleabitoreddit ↗
Deep AI/photonics supply-chain thesis-builder who perma-longs CPO chokepoint small-caps
Writes long-form fundamental and supply-chain theses on the
trader score
-3.05
hit rate
35%
mean α
-2.01%
signals 14d
121
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: 35% hit rate, -2.01% mean alpha, trader score -3.05. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 90 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @aleabitoreddit | +0.45 | Builds a multi-year bullish memory-sector thesis from shortages, demand visibility, pricing and supply commitments. | — | tweet ↗ |
| 2026-08-28 | SNDK | @aleabitoreddit | +0.70 | Builds a multi-year bullish memory-sector thesis from shortages, demand visibility, pricing and supply commitments. | — | tweet ↗ |
| 2026-08-28 | SKHY | @aleabitoreddit | +0.64 | Builds a multi-year bullish memory-sector thesis from shortages, demand visibility, pricing and supply commitments. | · | tweet ↗ |
| 2026-08-27 | POET | @aleabitoreddit | +0.00 | Long-form thesis argues laser shortages and Sivers capacity materially improve engagement-conversion prospects. | -8.4% | tweet ↗ |
| 2026-08-27 | AAOI | @aleabitoreddit | +0.00 | Long-form thesis argues laser shortages and Sivers capacity materially improve engagement-conversion prospects. | -6.2% | tweet ↗ |
| 2026-08-27 | SIVE | @aleabitoreddit | +0.82 | Long-form thesis argues laser shortages and Sivers capacity materially improve engagement-conversion prospects. | · | tweet ↗ |
| 2026-08-27 | LITE | @aleabitoreddit | +0.00 | Long-form thesis argues laser shortages and Sivers capacity materially improve engagement-conversion prospects. | -6.4% | tweet ↗ |
| 2026-08-27 | MRVL | @aleabitoreddit | +0.00 | Long-form thesis argues laser shortages and Sivers capacity materially improve engagement-conversion prospects. | -10.3% | tweet ↗ |
| 2026-08-27 | COHR | @aleabitoreddit | +0.00 | Long-form thesis argues laser shortages and Sivers capacity materially improve engagement-conversion prospects. | -5.5% | tweet ↗ |
| 2026-08-27 | GFS | @aleabitoreddit | +0.15 | Presents a strongly bullish long-term thesis on Sivers' AI data-center photonics qualifications. | -3.4% | tweet ↗ |
| 2026-08-27 | JBL | @aleabitoreddit | +0.15 | Presents a strongly bullish long-term thesis on Sivers' AI data-center photonics qualifications. | -3.4% | tweet ↗ |
| 2026-08-27 | NVDA | @aleabitoreddit | +0.10 | Presents a strongly bullish long-term thesis on Sivers' AI data-center photonics qualifications. | -4.6% | tweet ↗ |
| 2026-08-27 | POET | @aleabitoreddit | +0.15 | Presents a strongly bullish long-term thesis on Sivers' AI data-center photonics qualifications. | -8.4% | tweet ↗ |
| 2026-08-27 | SIVE | @aleabitoreddit | +0.90 | Presents a strongly bullish long-term thesis on Sivers' AI data-center photonics qualifications. | · | tweet ↗ |
| 2026-08-27 | AEVA | @aleabitoreddit | +0.10 | Presents a strongly bullish long-term thesis on Sivers' AI data-center photonics qualifications. | -4.6% | 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.