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
-1.80
hit rate
20%
mean α
-0.55%
signals 14d
85
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: 20% hit rate, -0.55% mean alpha, trader score -1.80. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 69 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @amitisinvesting | · | Reports futures-implied hike probability rising to 60% from 32% and questions whether a September hike is coming. | · | tweet ↗ |
| 2026-08-28 | · | @amitisinvesting | · | Quotes Warsh saying improved inflation readings do not show meaningful underlying improvement, implying hawkish policy. | · | tweet ↗ |
| 2026-08-27 | NVDA | @amitisinvesting | +0.40 | Dense market recap led by multiple analyst target changes and company earnings or operating updates. | -4.6% | tweet ↗ |
| 2026-08-27 | META | @amitisinvesting | -0.10 | Dense market recap led by multiple analyst target changes and company earnings or operating updates. | +1.2% | tweet ↗ |
| 2026-08-27 | IREN | @amitisinvesting | +0.15 | Dense market recap led by multiple analyst target changes and company earnings or operating updates. | -12.5% | tweet ↗ |
| 2026-08-27 | AMKR | @amitisinvesting | +0.40 | Dense market recap led by multiple analyst target changes and company earnings or operating updates. | -7.5% | tweet ↗ |
| 2026-08-27 | MRVL | @amitisinvesting | +0.60 | Dense market recap led by multiple analyst target changes and company earnings or operating updates. | -10.3% | tweet ↗ |
| 2026-08-27 | GOOGL | @amitisinvesting | +0.40 | Dense market recap led by multiple analyst target changes and company earnings or operating updates. | +1.7% | tweet ↗ |
| 2026-08-27 | NVDA | @amitisinvesting | +0.65 | Nvidia gained $480B in market capitalization in one day, described as a record. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @amitisinvesting | +0.40 | Lists seven post-earnings Nvidia price-target increases from major research firms. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @amitisinvesting | +0.70 | Market recap led by strong NVDA and CRWD earnings, NVDA guidance, Meta settlement and major AI deals. | +3.8% | tweet ↗ |
| 2026-08-26 | TSLA | @amitisinvesting | +0.00 | Market recap led by strong NVDA and CRWD earnings, NVDA guidance, Meta settlement and major AI deals. | +0.8% | tweet ↗ |
| 2026-08-26 | META | @amitisinvesting | +0.20 | Market recap led by strong NVDA and CRWD earnings, NVDA guidance, Meta settlement and major AI deals. | +0.3% | tweet ↗ |
| 2026-08-26 | AAPL | @amitisinvesting | +0.00 | Market recap led by strong NVDA and CRWD earnings, NVDA guidance, Meta settlement and major AI deals. | +2.0% | tweet ↗ |
| 2026-08-26 | CRWD | @amitisinvesting | +0.70 | Market recap led by strong NVDA and CRWD earnings, NVDA guidance, Meta settlement and major AI deals. | +15.4% | 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.