Author
@anshelsag anshelsag
grade Bx.com/anshelsag ↗
Named tech-industry analyst with hands-on chip and AI-hardware domain depth
Covers and assesses semiconductor, PC, mobile, AI-infrastruc
trader score
-0.50
hit rate
35%
mean α
-0.15%
signals 14d
25
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, -0.15% mean alpha, trader score -0.50. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @anshelsag | +0.65 | Highlights Nvidia's $60B quarterly AI revenue as evidence of Jensen Huang's significance. | — | tweet ↗ |
| 2026-08-27 | AMZN | @anshelsag | +0.20 | Reviews the new Ring Peephole 2K positively with minor hardware complaints. | +4.0% | tweet ↗ |
| 2026-08-26 | AAPL | @anshelsag | +0.25 | Argues consumer demand for foldables will surge once Apple launches one. | +2.0% | tweet ↗ |
| 2026-08-26 | QCOM | @anshelsag | +0.15 | Reports a live demonstration of Qualcomm 7GHz and 13GHz GigaMIMO radios. | +0.3% | tweet ↗ |
| 2026-08-26 | AAPL | @anshelsag | +0.45 | Praises Apple's customer-service action as the right move. | +2.0% | tweet ↗ |
| 2026-08-26 | QCOM | @anshelsag | +0.00 | Reports a Qualcomm 6G event session covering standards such as 3GPP. | +0.3% | tweet ↗ |
| 2026-08-26 | QCOM | @anshelsag | +0.10 | Reports a Qualcomm executive presentation on future R&D and 6G use cases. | +0.3% | tweet ↗ |
| 2026-08-26 | QCOM | @anshelsag | +0.10 | Relays a Qualcomm executive's statement that 6G requires more sub-8GHz spectrum. | +0.3% | tweet ↗ |
| 2026-08-26 | QCOM | @anshelsag | +0.10 | Reports a Qualcomm presentation on the relationship between AI and 6G. | +0.3% | tweet ↗ |
| 2026-08-26 | QCOM | @anshelsag | +0.00 | Reports attendance at Qualcomm's 6G Leadership Day. | +0.3% | tweet ↗ |
| 2026-08-25 | AAPL | @anshelsag | +0.40 | Strongly praises the M5 Ultra's local-AI compute capability. | +3.2% | tweet ↗ |
| 2026-08-25 | AAPL | @anshelsag | +0.30 | Reports Apple doubled the NPU size in the M6, rebutting claims that NPUs are dead. | +3.2% | tweet ↗ |
| 2026-08-23 | GOOGL | @anshelsag | -0.15 | Gemini improved Google Home but accuracy, old-hardware performance, and upgrades remain weak | +0.5% | tweet ↗ |
| 2026-08-21 | · | @anshelsag | · | Forecasts a large wave of AI-glasses products without naming issuers. | · | tweet ↗ |
| 2026-08-21 | · | @anshelsag | · | Argues data centers should be framed as critical infrastructure for economic growth. | · | 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.