Author

@AnetteRombout AnetteRombout

Transparent long-only AI-infrastructure perma-bull with a coherent full-stack thesis

Articulates a long-term, secular AI-and-compute-infrastructu

trader score
+0.93
hit rate
50%
mean α
+1.25%
signals 14d
2

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: 50% hit rate, +1.25% mean alpha, trader score +0.93.

Recent signals2receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-26·@AnetteRombout·Asks whether AI changes entry-level job training and workforce aging.·
2026-06-23·@AnetteRombout·Constructive thesis that AI creates implementation, workflow and productivity demand instead of only replacement.·

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.