Author
@nrossolillo nrossolillo
grade Bx.com/nrossolillo ↗
Named analyst delivering bottom-up, independent takes across the semiconductor supply chain
Publishes original fundamental commentary and forward calls
trader score
+0.02
hit rate
40%
mean α
+0.01%
signals 14d
21
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: 40% hit rate, +0.01% mean alpha, trader score +0.02. Their last-14d mentions, direction-adjusted, have moved -11.1% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | NBIS | @nrossolillo | +0.00 | Teases analysis of TSM earnings and the neocloud selloff without stating the conclusion. | -15.7% | tweet ↗ |
| 2026-10-15 | TSM | @nrossolillo | +0.00 | Teases analysis of TSM earnings and the neocloud selloff without stating the conclusion. | -0.9% | tweet ↗ |
| 2026-10-15 | CRWV | @nrossolillo | +0.00 | Teases analysis of TSM earnings and the neocloud selloff without stating the conclusion. | -22.2% | tweet ↗ |
| 2026-10-14 | NBIS | @nrossolillo | +0.10 | Sees investable demand in neoclouds but stresses position sizing and persistent risks. | -14.7% | tweet ↗ |
| 2026-10-14 | IREN | @nrossolillo | +0.10 | Sees investable demand in neoclouds but stresses position sizing and persistent risks. | -18.5% | tweet ↗ |
| 2026-10-14 | CRWV | @nrossolillo | +0.10 | Sees investable demand in neoclouds but stresses position sizing and persistent risks. | -17.6% | tweet ↗ |
| 2026-10-14 | ASML | @nrossolillo | +0.70 | Says ASML delivered exceptional net income and free cash flow and is capacity constrained through 2028. | -4.7% | tweet ↗ |
| 2026-10-14 | GOOGL | @nrossolillo | +0.00 | Reports DIS bidding $20 million for bankrupt CharacterAI assets and cites Google's prior licensing deal. | -7.9% | tweet ↗ |
| 2026-10-14 | DIS | @nrossolillo | -0.10 | Reports DIS bidding $20 million for bankrupt CharacterAI assets and cites Google's prior licensing deal. | +3.2% | tweet ↗ |
| 2026-10-14 | · | @nrossolillo | · | Argues high current prices encourage future supply growth and relieve bottlenecks. | · | tweet ↗ |
| 2026-10-13 | GOOGL | @nrossolillo | +0.10 | Highlights that Google Cloud added $4.7 billion of quarterly revenue while questioning Wiz's contribution. | -9.5% | tweet ↗ |
| 2026-10-13 | MU | @nrossolillo | -0.25 | Warns that MU's apparent cheapness requires normalized cyclical-profit analysis. | -7.9% | tweet ↗ |
| 2026-10-11 | · | @nrossolillo | · | Argues long-term asset allocation matters more than individual stock selection. | · | tweet ↗ |
| 2026-10-10 | AMD | @nrossolillo | +0.35 | Forecasts additional 2027 semiconductor infrastructure demand from consumer AI-agent CPU usage. | -15.0% | tweet ↗ |
| 2026-10-10 | MU | @nrossolillo | +0.40 | Forecasts additional 2027 semiconductor infrastructure demand from consumer AI-agent CPU usage. | -14.7% | 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.