Author

@anni_sen anni_sen

Conviction AI-memory bull who shows entries, valuation math, and her work

Original-analyst/trader posting long-form fundamental theses

trader score
-0.12
hit rate
35%
mean α
-0.07%
signals 14d
57

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: 35% hit rate, -0.07% mean alpha, trader score -0.12. Their last-14d mentions, direction-adjusted, have moved -11.7% since posting (mean over 46 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16MU@anni_sen+0.40Reports KeyBanc reiterating a $1,750 MU target and favorable supply-chain findings.-0.1%
2026-10-15WULF@anni_sen+0.90Added to WULF twice during weakness with a target of at least $30. — Discloses two recent WULF adds and presents a detailed long-term bullish thesis and target.-10.3%
2026-10-15NBIS@anni_sen+0.25Added to WULF twice during weakness with a target of at least $30. — Discloses two recent WULF adds and presents a detailed long-term bullish thesis and target.-15.7%
2026-10-15CRWV@anni_sen-0.65Added to WULF twice during weakness with a target of at least $30. — Discloses two recent WULF adds and presents a detailed long-term bullish thesis and target.-22.2%
2026-10-15WULF@anni_sen+0.75Recommends a management post and highlights higher lease yields and 30% insider ownership.-10.3%
2026-10-15QCOM@anni_sen+0.45Acknowledges QCOM's issues but highlights edge-computing potential and recent relative resilience.-1.4%
2026-10-15TSM@anni_sen+0.60Reports TSM Q3 profit up 69%, above expectations, plus talks for a second US manufacturing hub.-0.9%
2026-10-14·@anni_sen·Sees tentative improvement but conditions it on the 10-year yield falling below 5%.·
2026-10-14ANTH.PVT@anni_sen+0.70Reports Anthropic Q3 revenue rose to $16.8B from $11.5B and adjusted profitability was achieved.·
2026-10-14·@anni_sen·Advocates another 25-basis-point rate hike to prevent markets from imposing tighter conditions.·
2026-10-14ASML@anni_sen+0.70Reports ASML raised 2026 sales guidance to €44B-€45B and beat September-quarter profit and revenue expectations.-4.7%
2026-10-14·@anni_sen·Cites 3.7% CPI and argues rate hikes may not curb hyperscaler data-center demand because builders are price-insensitive.·
2026-10-13SKHY@anni_sen+0.35Metaphorically asks whether a recovery has arrived for beaten-down memory stocks.-12.8%
2026-10-13DRAM@anni_sen+0.35Metaphorically asks whether a recovery has arrived for beaten-down memory stocks.—
2026-10-13MU@anni_sen+0.35Metaphorically asks whether a recovery has arrived for beaten-down memory stocks.-7.9%

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.