@nrossolillo nrossolillo
Named analyst delivering bottom-up, independent takes across the semiconductor supply chain
Publishes original fundamental commentary and forward calls
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 65% hit rate, +1.37% mean alpha, trader score +1.96. Their last-14d mentions, direction-adjusted, have moved -9.1% since posting (mean over 18 mentions with price data).
Author is mostly scanning hardware and semiconductor opportunities, including MU, NXT/FLEX, CBRS/SPCX IPOs, and AMD versus INTC research. Distinctive read is a long-horizon small-bets framework, with Alphabet framed as a durable compounding platform and SNAP rejected versus META as the better falling-knife choice. No explicit position adds, trims, exits, or directional trade calls were disclosed in this signal set.
The author’s signal set is concentrated in hardware and semiconductor research, especially MU, NXT/FLEX, CBRS/SPCX, and AMD versus INTC, with Alphabet as the clearest mega-cap bullish view. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals, so no explicit adds, trims, exits, or trade actions can be inferred. Conviction appears thematically consistent within the eight-day window, with repeated MU defense and mixed platform-stock quality calls around SNAP, META, and FIG.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | NVDA | @nrossolillo | +0.35 | Dismisses META rumors but highlights NVDA revenue-sharing agreements with Sharon AI. | — | tweet ↗ |
| 2026-07-02 | META | @nrossolillo | +0.00 | Dismisses META rumors but highlights NVDA revenue-sharing agreements with Sharon AI. | — | tweet ↗ |
| 2026-07-02 | SHAZ | @nrossolillo | +0.35 | Dismisses META rumors but highlights NVDA revenue-sharing agreements with Sharon AI. | — | tweet ↗ |
| 2026-06-30 | · | @nrossolillo | · | Questions whether semiconductor momentum continues or derails after wild first half. | · | tweet ↗ |
| 2026-06-29 | SPCX | @nrossolillo | +0.00 | Discusses IRDM being scooped up by RKLB, comparing AMZN-GSAT deal. | · | tweet ↗ |
| 2026-06-29 | AMZN | @nrossolillo | +0.10 | Discusses IRDM being scooped up by RKLB, comparing AMZN-GSAT deal. | +1.1% | tweet ↗ |
| 2026-06-29 | RKLB | @nrossolillo | -0.05 | Discusses IRDM being scooped up by RKLB, comparing AMZN-GSAT deal. | +2.5% | tweet ↗ |
| 2026-06-29 | GSAT | @nrossolillo | +0.50 | Discusses IRDM being scooped up by RKLB, comparing AMZN-GSAT deal. | -0.9% | tweet ↗ |
| 2026-06-29 | IRDM | @nrossolillo | +0.50 | Discusses IRDM being scooped up by RKLB, comparing AMZN-GSAT deal. | -1.5% | tweet ↗ |
| 2026-06-28 | MU | @nrossolillo | +0.30 | Discusses MU long-term supply agreements and take-or-pay contract structure. | -13.8% | tweet ↗ |
| 2026-06-25 | OXIG | @nrossolillo | +0.45 | OXIG is described as key supplier to COHR InP fab scaling and partnerships. | · | tweet ↗ |
| 2026-06-25 | COHR | @nrossolillo | +0.20 | OXIG is described as key supplier to COHR InP fab scaling and partnerships. | -18.1% | tweet ↗ |
| 2026-06-25 | MU | @nrossolillo | +0.35 | Positive qualitative comment on MU CEO confidence. | -19.6% | tweet ↗ |
| 2026-06-25 | MU | @nrossolillo | +0.00 | Skeptical of online commentary about MU SCAs without a clear stock stance. | -19.6% | tweet ↗ |
| 2026-06-24 | MU | @nrossolillo | +0.65 | Says MU earnings were higher than an already high bar and imply higher long-term earnings assumptions. | -7.0% | 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.