Author
@IvanaSpear IvanaSpear
grade Ax.com/IvanaSpear ↗
Named AI-infra PM mapping the agentic buildout across the value chain with quantified theses
Publishes original, fundamentally-driven theses on the AI in
trader score
+0.58
hit rate
55%
mean α
+0.43%
signals 14d
20
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 11 scored bets: 55% hit rate, +0.43% mean alpha, trader score +0.58. Their last-14d mentions, direction-adjusted, have moved -9.8% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-13 | MU | @IvanaSpear | -0.45 | CXMT's planned DDR5 launch is presented as negative competitive news for DRAM suppliers. | -7.9% | tweet ↗ |
| 2026-10-13 | SKHY | @IvanaSpear | -0.45 | CXMT's planned DDR5 launch is presented as negative competitive news for DRAM suppliers. | -12.8% | tweet ↗ |
| 2026-10-13 | CXMT | @IvanaSpear | +0.25 | CXMT's planned DDR5 launch is presented as negative competitive news for DRAM suppliers. | · | tweet ↗ |
| 2026-10-08 | CIFR | @IvanaSpear | -0.50 | Attributes weakness in AI infrastructure stocks to interest rates and flags AAOI's heavy capital spending. | -41.2% | tweet ↗ |
| 2026-10-08 | AAOI | @IvanaSpear | -0.45 | Attributes weakness in AI infrastructure stocks to interest rates and flags AAOI's heavy capital spending. | -36.3% | tweet ↗ |
| 2026-10-08 | IREN | @IvanaSpear | -0.50 | Attributes weakness in AI infrastructure stocks to interest rates and flags AAOI's heavy capital spending. | -30.3% | tweet ↗ |
| 2026-10-08 | CRWV | @IvanaSpear | -0.50 | Attributes weakness in AI infrastructure stocks to interest rates and flags AAOI's heavy capital spending. | -33.5% | tweet ↗ |
| 2026-10-08 | MRVL | @IvanaSpear | +0.60 | Argues networking and optics are the next AI hardware trade due to architectural shifts, growth and tight supply. | -16.8% | tweet ↗ |
| 2026-10-08 | LITE | @IvanaSpear | +0.80 | Argues networking and optics are the next AI hardware trade due to architectural shifts, growth and tight supply. | -27.9% | tweet ↗ |
| 2026-10-08 | ALAB | @IvanaSpear | +0.60 | Argues networking and optics are the next AI hardware trade due to architectural shifts, growth and tight supply. | -25.9% | tweet ↗ |
| 2026-10-08 | CRDO | @IvanaSpear | +0.60 | Argues networking and optics are the next AI hardware trade due to architectural shifts, growth and tight supply. | -30.5% | tweet ↗ |
| 2026-10-08 | COHR | @IvanaSpear | +0.70 | Argues networking and optics are the next AI hardware trade due to architectural shifts, growth and tight supply. | -30.8% | tweet ↗ |
| 2026-10-06 | MRVL | @IvanaSpear | +0.70 | Argues AI infrastructure economics are shifting toward networking, creating a 2027 component inflection. | -20.4% | tweet ↗ |
| 2026-10-06 | LITE | @IvanaSpear | +0.60 | Argues AI infrastructure economics are shifting toward networking, creating a 2027 component inflection. | -33.3% | tweet ↗ |
| 2026-10-06 | ALAB | @IvanaSpear | +0.60 | Argues AI infrastructure economics are shifting toward networking, creating a 2027 component inflection. | -34.0% | 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.