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
+0.31
hit rate
54%
mean α
+0.36%
signals 14d
3
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 13 scored bets: 54% hit rate, +0.36% mean alpha, trader score +0.31. Their last-14d mentions, direction-adjusted, have moved -11.1% since posting (mean over 2 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | MU | @IvanaSpear | +0.55 | Memory and semiconductor equipment are framed as high-conviction AI beneficiaries, with Apple facing cost pressure. | -15.5% | tweet ↗ |
| 2026-06-30 | AAPL | @IvanaSpear | -0.15 | Memory and semiconductor equipment are framed as high-conviction AI beneficiaries, with Apple facing cost pressure. | +6.7% | tweet ↗ |
| 2026-06-22 | SPRX | @IvanaSpear | +0.40 | Spear discusses SPRX AUM, returns, themes and strategy performance. | · | 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.