Author
@ariaradnia ariaradnia
grade Bx.com/ariaradnia ↗
High-conviction long-only growth investor dissecting ad-tech and SaaS compounder flywheels
Posts bottom-up fundamental theses and real-time portfolio m
trader score
+0.67
hit rate
60%
mean α
+0.45%
signals 14d
84
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: 60% hit rate, +0.45% mean alpha, trader score +0.67. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 67 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ASML | @ariaradnia | +0.80 | Expresses strong bullish surprise at ASML's 68% services growth. | -4.2% | tweet ↗ |
| 2026-10-15 | NBIS | @ariaradnia | -0.40 | Mocks an NBIS bull by calling them a McDonald's manager. | -15.7% | tweet ↗ |
| 2026-10-15 | ASML | @ariaradnia | +0.65 | Strongly praises ASML's management and corporate culture. | -5.2% | tweet ↗ |
| 2026-10-15 | AVGO | @ariaradnia | +0.55 | Argues accelerating forward growth supports healthy multi-year ASML returns, using AVGO as an analogue. | -6.6% | tweet ↗ |
| 2026-10-15 | ASML | @ariaradnia | +0.80 | Argues accelerating forward growth supports healthy multi-year ASML returns, using AVGO as an analogue. | -5.2% | tweet ↗ |
| 2026-10-15 | TSM | @ariaradnia | +0.80 | Contrasts 50% growth at ASML and TSM with temporary election volatility to defend secular AI growth. | -0.9% | tweet ↗ |
| 2026-10-15 | ASML | @ariaradnia | +0.80 | Contrasts 50% growth at ASML and TSM with temporary election volatility to defend secular AI growth. | -5.2% | tweet ↗ |
| 2026-10-14 | NBIS | @ariaradnia | -0.15 | Observes that even a small NBIS price decline caused a disproportionately large shift in investor sentiment. | -14.7% | tweet ↗ |
| 2026-10-14 | · | @ariaradnia | · | Claims fiscal policy is introducing politically driven trading activity. | · | tweet ↗ |
| 2026-10-14 | APP | @ariaradnia | +0.00 | Flags a home-and-garden item involving APP, but the relevant context is contained in unseen media. | -0.7% | tweet ↗ |
| 2026-10-14 | ASML | @ariaradnia | +0.90 | Calls ASML's 30% capacity expansion and roughly 51% YoY guide exceptionally bullish. | -4.7% | tweet ↗ |
| 2026-10-14 | NBIS | @ariaradnia | +0.75 | Frames NBIS as inexpensive at 4x 2027 sales despite triple-digit growth. | -14.7% | tweet ↗ |
| 2026-10-14 | ASML | @ariaradnia | +0.70 | Calls ASML's quarter flawless and says results exceeded already elevated expectations. | -4.7% | tweet ↗ |
| 2026-10-13 | UBER | @ariaradnia | +0.60 | Highlights UBER as near its cheapest historical valuation. | -6.5% | tweet ↗ |
| 2026-10-13 | APP | @ariaradnia | +0.80 | Strongly implies APP has substantial further upside ahead. | -4.4% | 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.