Author

@anandragn anandragn

Transparent momentum trader riding AI-infra/memory catalyst stocks with cycle discipline

Real-time swing/position trader who discloses entries, adds,

trader score
-0.52
hit rate
60%
mean α
-0.76%
signals 14d
179

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: 60% hit rate, -0.76% mean alpha, trader score -0.52. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 104 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03·@anandragn·Author is skeptical of chasing an unnamed small cap after it doubled in less than two weeks.·
2026-07-02·@anandragn·Says positioning is too loud and there is no risk reward to be long anymore.·
2026-07-02·@anandragn·Sarcastically rejects the idea stocks can only go up.·
2026-07-02NTRA@anandragn+0.30Reports past portfolio winners and gains during stealth rotation.
2026-07-02HOOD@anandragn+0.25Reports past portfolio winners and gains during stealth rotation.
2026-07-02LLY@anandragn+0.30Reports past portfolio winners and gains during stealth rotation.
2026-07-02GH@anandragn+0.35Reports past portfolio winners and gains during stealth rotation.
2026-07-02DAVE@anandragn+0.35Reports past portfolio winners and gains during stealth rotation.
2026-07-02·@anandragn·Says pumps are now fades late in the trend.·
2026-07-01PLTR@anandragn+0.55Defends Palantir safety standards and data transparency versus frontier models.+2.8%
2026-07-01PLTR@anandragn+0.35Clarifies Karp's statement that the application layer is currently Palantir's ontology.+2.8%
2026-07-01PLTR@anandragn+0.65Frames Karp's CNBC comments as bullish for Palantir's ontology and sovereign AI approach.+2.8%
2026-07-01META@anandragn-0.20Suggests META GPU resale and Karp interview may mean the AI trade has run its course near term.-4.9%
2026-07-01·@anandragn·Says the memory trade needs some rest.·
2026-07-01SNDK@anandragn+0.10Congratulates prior winners in MU/SNDK but says holders now weather the storm.-14.1%

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.