Author

@JesseCohenInv JesseCohenInv

Fast, bullish AI/semis-tilted markets news and data aggregator with paywalled picks

Posts real-time market news, weekly earnings/macro calendars

trader score
-1.01
hit rate
25%
mean α
-0.81%
signals 14d
118

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: 25% hit rate, -0.81% mean alpha, trader score -1.01. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 63 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@JesseCohenInv·BofA's Hartnett recommends one month of risk-off positioning due to four macro threats.·
2026-10-16·@JesseCohenInv·Fed Chair Warsh calls AI a major global upside while acknowledging disruption and uncertainty.·
2026-10-16·@JesseCohenInv·Prediction-market Fed hike odds fell from 55% to 13%, with hold odds at 87%.·
2026-10-16TSLA@JesseCohenInv+0.50Tesla shares rose 3% after the company unveiled a flight-capable Roadster.+4.9%
2026-10-16TSLA@JesseCohenInv+0.55Expresses strong enthusiasm for Tesla's new flying vehicle.+4.9%
2026-10-16TSLA@JesseCohenInv+0.25Expresses amazement at Tesla-related media without providing details.+4.9%
2026-10-16SPCX@JesseCohenInv+0.25Elon Musk unveiled a new Tesla Roadster powered by SpaceX technology.·
2026-10-16TSLA@JesseCohenInv+0.60Elon Musk unveiled a new Tesla Roadster powered by SpaceX technology.+4.9%
2026-10-15·@JesseCohenInv·Falling yields despite hot inflation data are interpreted as a warning of hidden stress.·
2026-10-15CRWV@JesseCohenInv-0.75CoreWeave fell another 8% as AI-debt concerns intensified.-22.2%
2026-10-15·@JesseCohenInv·Hot CPI and PPI make another Fed rate hike later in October plausible.·
2026-10-15SPY@JesseCohenInv+0.00Summarizes mixed US labor, retail-sales, inflation and manufacturing releases.-1.5%
2026-10-15·@JesseCohenInv·Reports record-high default-insurance costs for technology debt amid AI bubble fears.·
2026-10-15TSM@JesseCohenInv+0.65TSMC reported record Q3 profit growth and raised its full-year sales-growth forecast.-0.9%
2026-10-15·@JesseCohenInv·Lists sharp one-day declines across seven major Asian equity indexes.·

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.