Author
@amitisinvesting amitisinvesting
grade Bx.com/amitisinvesting ↗
AI-cycle bull mapping liquidity rotation across semis, memory, and software
Daily market recaps plus reasoned long-biased theses on the
trader score
-1.68
hit rate
30%
mean α
-1.45%
signals 14d
87
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: 30% hit rate, -1.45% mean alpha, trader score -1.68. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 75 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SPY | @amitisinvesting | -0.75 | Frames simultaneous stock and bond selling as a worst-case macro regime and compares it with April 2025. | -0.4% | tweet ↗ |
| 2026-10-15 | TSLA | @amitisinvesting | +0.40 | Celebratory reaction to an unseen Tesla event, with meaning dependent on attached media. | +2.7% | tweet ↗ |
| 2026-10-15 | SMH | @amitisinvesting | -0.55 | Questions whether known catalysts explain an 11% semiconductor drawdown and 30%-40% high-beta losses. | -5.7% | tweet ↗ |
| 2026-10-15 | CRWV | @amitisinvesting | -0.25 | Questions whether known catalysts explain an 11% semiconductor drawdown and 30%-40% high-beta losses. | -22.2% | tweet ↗ |
| 2026-10-15 | RKLB | @amitisinvesting | +0.50 | Bought a $7,500 basket of beaten-down semis and long-term growth stocks. — Discloses fresh purchases and gives explicit rebound or long-term theses for each selected name. | -4.8% | tweet ↗ |
| 2026-10-15 | NBIS | @amitisinvesting | +0.55 | Bought a $7,500 basket of beaten-down semis and long-term growth stocks. — Discloses fresh purchases and gives explicit rebound or long-term theses for each selected name. | -15.7% | tweet ↗ |
| 2026-10-15 | AVGO | @amitisinvesting | +0.70 | Bought a $7,500 basket of beaten-down semis and long-term growth stocks. — Discloses fresh purchases and gives explicit rebound or long-term theses for each selected name. | -6.6% | tweet ↗ |
| 2026-10-15 | SMCI | @amitisinvesting | +0.25 | Bought a $7,500 basket of beaten-down semis and long-term growth stocks. — Discloses fresh purchases and gives explicit rebound or long-term theses for each selected name. | -6.1% | tweet ↗ |
| 2026-10-15 | TSLA | @amitisinvesting | +0.55 | Bought a $7,500 basket of beaten-down semis and long-term growth stocks. — Discloses fresh purchases and gives explicit rebound or long-term theses for each selected name. | +2.7% | tweet ↗ |
| 2026-10-15 | TSM | @amitisinvesting | +0.70 | Bought a $7,500 basket of beaten-down semis and long-term growth stocks. — Discloses fresh purchases and gives explicit rebound or long-term theses for each selected name. | -0.9% | tweet ↗ |
| 2026-10-15 | META | @amitisinvesting | +0.65 | Reports Altimeter fully exited CRWV and moved 10% of its book into META and TSLA. | -12.8% | tweet ↗ |
| 2026-10-15 | TSLA | @amitisinvesting | +0.65 | Reports Altimeter fully exited CRWV and moved 10% of its book into META and TSLA. | +2.7% | tweet ↗ |
| 2026-10-15 | CRWV | @amitisinvesting | -0.80 | Reports Altimeter fully exited CRWV and moved 10% of its book into META and TSLA. | -22.2% | tweet ↗ |
| 2026-10-15 | NVDA | @amitisinvesting | +0.60 | Quotes Nvidia's CEO saying compute spending will keep rising and partner opportunities remain broad. | -2.9% | tweet ↗ |
| 2026-10-15 | NVDA | @amitisinvesting | +0.45 | Reports Nvidia CEO comments that CoreWeave is strengthening and its cost of capital is declining. | -2.9% | 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.