@AlphaSenseInc AlphaSenseInc

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.

AlphaSenseInc is mostly publishing expert-led narrative and news-break signals, with concentration in AI platform economics, Microsoft/Google competitive positioning, Intel foundry optionality, and large M&A headlines. The distinctive read is that GOOGL has a durable agentic-commerce edge while SHOP faces structural risk, and INTC 18A-P could attract major external foundry customers. No explicit position disclosures or directional trade calls appeared in this window, so conviction is inferred from repeated thematic coverage rather than adds or trims.

The author concentrated on AI platform winners, with bullish framing for MSFT, GOOGL, INTC, ACN, and MU, while flagging SHOP as exposed to agentic-commerce disruption. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals, so there is no observable add, trim, exit, or trade flip. Coverage is event-heavy, especially M&A and earnings, with single-name concentration in ACN inside the enterprise AI services theme.

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.