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
-4.27
hit rate
20%
mean α
-1.66%
signals 14d
90

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, -1.66% mean alpha, trader score -4.27. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 68 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@anni_sen·Predicts no rate hikes during 2026, implying a less restrictive policy backdrop.·
2026-08-28·@anni_sen·Reports Andreessen Horowitz raising a $1.1B hardware-infrastructure fund focused on AI-related sectors.·
2026-08-28·@anni_sen·Reports spot gold and silver prices rising ahead of the Warsh speech.·
2026-08-27NVDA@anni_sen+0.25Cisco rolled out a personal AI agent to 90,000 employees, supporting inference-demand optimism.-4.6%
2026-08-27CSCO@anni_sen+0.40Cisco rolled out a personal AI agent to 90,000 employees, supporting inference-demand optimism.-2.0%
2026-08-27INTC@anni_sen+0.25Cisco rolled out a personal AI agent to 90,000 employees, supporting inference-demand optimism.-2.8%
2026-08-27AMD@anni_sen+0.25Cisco rolled out a personal AI agent to 90,000 employees, supporting inference-demand optimism.-2.3%
2026-08-27NVDA@anni_sen+0.75Author praises Jensen Huang for guiding Nvidia to 70% year-over-year revenue growth.-4.6%
2026-08-27QCOM@anni_sen+0.50Author recaps gains and cost basis across memory, telecom and semiconductor trades.-0.4%
2026-08-27NVDA@anni_sen+0.55Author recaps gains and cost basis across memory, telecom and semiconductor trades.-4.6%
2026-08-27BB@anni_sen+0.50Author recaps gains and cost basis across memory, telecom and semiconductor trades.-5.7%
2026-08-27MU@anni_sen+0.65Author recaps gains and cost basis across memory, telecom and semiconductor trades.-0.3%
2026-08-27AVGO@anni_sen+0.55Author recaps gains and cost basis across memory, telecom and semiconductor trades.-0.7%
2026-08-27AVGO@anni_sen+0.45Author reports favorable action in existing AVGO calls after the move.-0.7%
2026-08-27·@anni_sen·Author rejects the narrative that SaaS is dead.·

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.