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
-2.71
hit rate
20%
mean α
-0.79%
signals 14d
29
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, -0.79% mean alpha, trader score -2.71. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 23 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | QCOM | @anshelsag | +0.25 | Rejects recurring Snapdragon overheating rumors because released phones show no reports. | +2.2% | tweet ↗ |
| 2026-10-15 | TSLA | @anshelsag | -0.15 | Finds the Roadster impressive but criticizes its stated 2028 timing. | +2.7% | tweet ↗ |
| 2026-10-15 | · | @anshelsag | · | Argues competitors should not be dismissed in the AI race. | · | tweet ↗ |
| 2026-10-14 | ALK | @anshelsag | -0.45 | Criticizes Alaska Airlines for charging $1,340 for a one-way first-class upgrade. | -3.7% | tweet ↗ |
| 2026-10-12 | GFS | @anshelsag | +0.30 | Says demand was strong enough for GlobalFoundries to make an unspecified commitment | -8.2% | tweet ↗ |
| 2026-10-12 | · | @anshelsag | · | Highlights Chinese automakers' European launches as an emerging competitive sector development. | · | tweet ↗ |
| 2026-10-11 | · | @anshelsag | · | Discloses prior shorts and says the unidentified companies remain overvalued. | · | tweet ↗ |
| 2026-10-09 | SPCX | @anshelsag | -0.50 | Author is bearish on an Elon-led competitor challenging the three major carriers soon. | · | tweet ↗ |
| 2026-10-08 | · | @anshelsag | · | The author argues Starlink's spectrum is insufficient for a broad standalone mobile network. | · | tweet ↗ |
| 2026-10-08 | MSFT | @anshelsag | +0.10 | The author links to his assessment of Microsoft's Surface, Windows and AI event, but the substantive view is unavailable. | +0.4% | tweet ↗ |
| 2026-10-08 | MSFT | @anshelsag | +0.20 | The top-end Surface Laptop Ultra reportedly sold out, indicating strong initial product demand. | +0.4% | tweet ↗ |
| 2026-10-07 | MSFT | @anshelsag | +0.20 | Demonstrates magnetic USB-C charging on Microsoft's new Surface Laptop Ultra. | -1.0% | tweet ↗ |
| 2026-10-07 | MSFT | @anshelsag | +0.10 | Reports Nvidia and Microsoft CEOs appearing at a joint Surface, Windows and Nvidia event. | -1.0% | tweet ↗ |
| 2026-10-07 | NVDA | @anshelsag | +0.10 | Reports Nvidia and Microsoft CEOs appearing at a joint Surface, Windows and Nvidia event. | -11.2% | tweet ↗ |
| 2026-10-07 | MSFT | @anshelsag | +0.15 | Reports the Surface Laptop Ultra's $2,599 starting price and partner OEM systems. | -1.0% | 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.