@anni_sen anni_sen
Conviction AI-memory bull who shows entries, valuation math, and her work
Original-analyst/trader posting long-form fundamental theses
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 35% hit rate, -0.65% mean alpha, trader score -0.91. Their last-14d mentions, direction-adjusted, have moved -5.4% since posting (mean over 42 mentions with price data).
This author is risk-on tactically after Iran/Hormuz relief, with directional calls to deploy cash into semis and small caps. The distinctive concentration is speculative growth and deal flow, especially SPCX valuation support tied to Musk execution, while caution is aimed at MAG7 concentration and Apple cash-flow durability. No clean late-week flip is visible, but the week shifts from macro risk-on and M&A reporting toward large-cap quality skepticism.
The clearest directional actions are early-week risk-on calls to buy semis and small caps after Iran/Hormuz relief, plus a disclosed NOK long. There is no specific evidence of a flip, add, or trim beyond that disclosure, but attention later clusters around SPCX speculation and caution on MAG7 concentration. SPCX is the main pump-risk area because it accounts for most signals in its speculative private-tech theme.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @anni_sen | · | Bullish on unnamed American company with high gross margins and revenue growth. | · | tweet ↗ |
| 2026-07-01 | CRWV | @anni_sen | +0.00 | Argues colocation names are being incorrectly lumped with neoclouds in the META-driven selloff. | -4.6% | tweet ↗ |
| 2026-07-01 | WULF | @anni_sen | +0.45 | Argues colocation names are being incorrectly lumped with neoclouds in the META-driven selloff. | -10.2% | tweet ↗ |
| 2026-07-01 | CIFR | @anni_sen | +0.45 | Argues colocation names are being incorrectly lumped with neoclouds in the META-driven selloff. | -12.3% | tweet ↗ |
| 2026-07-01 | META | @anni_sen | +0.00 | Argues colocation names are being incorrectly lumped with neoclouds in the META-driven selloff. | -4.9% | tweet ↗ |
| 2026-07-01 | NBIS | @anni_sen | +0.00 | Argues colocation names are being incorrectly lumped with neoclouds in the META-driven selloff. | -5.9% | tweet ↗ |
| 2026-07-01 | META | @anni_sen | +0.60 | Cites Bloomberg that Meta is building a cloud business on top of committed capex. | -4.9% | tweet ↗ |
| 2026-07-01 | MU | @anni_sen | +0.35 | Cites Bloomberg that Meta is building a cloud business on top of committed capex. | -5.5% | tweet ↗ |
| 2026-07-01 | · | @anni_sen | · | References a 3% inflation floor and asks for Powell back. | · | tweet ↗ |
| 2026-06-30 | MU | @anni_sen | +0.20 | Quotes Micron CEO on customers driving prices to unproductive levels and asks Apple for comment. | -15.5% | tweet ↗ |
| 2026-06-30 | AAPL | @anni_sen | -0.10 | Quotes Micron CEO on customers driving prices to unproductive levels and asks Apple for comment. | +6.7% | tweet ↗ |
| 2026-06-30 | · | @anni_sen | · | Cites WSJ wealth data: 440,000 new U.S. millionaires in 2025 tied to stock market gains. | · | tweet ↗ |
| 2026-06-30 | QBTS | @anni_sen | +0.35 | Reports D-Wave secured a $1.6M NSF grant for quantum technology commercialization. | -6.1% | tweet ↗ |
| 2026-06-30 | EOS | @anni_sen | +0.25 | Adds tickers to a list with positive agreement but limited standalone thesis. | · | tweet ↗ |
| 2026-06-30 | MSTR | @anni_sen | +0.25 | Adds tickers to a list with positive agreement but limited standalone thesis. | +15.9% | 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.