Author
@ParadisLabs ParadisLabs
grade Ax.com/ParadisLabs ↗
First-principles AI hardware supply-chain stock picker hunting under-followed global chokepoint suppliers
Builds and discloses long, concentrated, multi-year theses o
trader score
-2.18
hit rate
25%
mean α
-1.36%
signals 14d
101
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, -1.36% mean alpha, trader score -2.18. Their last-14d mentions, direction-adjusted, have moved -14.2% since posting (mean over 51 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ASML | @ParadisLabs | -0.15 | Author expects a post-midterm AI rally but advises waiting for stronger flows amid macro and IPO risks. | -4.2% | tweet ↗ |
| 2026-10-16 | TSM | @ParadisLabs | -0.15 | Author expects a post-midterm AI rally but advises waiting for stronger flows amid macro and IPO risks. | +1.4% | tweet ↗ |
| 2026-10-16 | DELL | @ParadisLabs | -0.35 | Michael Dell said the memory bottleneck will worsen. | +1.0% | tweet ↗ |
| 2026-10-15 | · | @ParadisLabs | · | Author references levels where they bought in September, but the ticker is missing. | · | tweet ↗ |
| 2026-10-15 | MRVL | @ParadisLabs | +0.70 | Author discloses AVGO, MRVL and KLAC dip buys and explains the semiconductor thesis and risks. | -5.3% | tweet ↗ |
| 2026-10-15 | AVGO | @ParadisLabs | +0.70 | Author discloses AVGO, MRVL and KLAC dip buys and explains the semiconductor thesis and risks. | -6.6% | tweet ↗ |
| 2026-10-15 | LRCX | @ParadisLabs | +0.15 | Author discloses AVGO, MRVL and KLAC dip buys and explains the semiconductor thesis and risks. | -17.1% | tweet ↗ |
| 2026-10-15 | AMAT | @ParadisLabs | +0.15 | Author discloses AVGO, MRVL and KLAC dip buys and explains the semiconductor thesis and risks. | -12.3% | tweet ↗ |
| 2026-10-15 | KLAC | @ParadisLabs | +0.40 | Author discloses AVGO, MRVL and KLAC dip buys and explains the semiconductor thesis and risks. | -16.5% | tweet ↗ |
| 2026-10-15 | INTC | @ParadisLabs | +0.10 | Author discloses AVGO, MRVL and KLAC dip buys and explains the semiconductor thesis and risks. | -8.8% | tweet ↗ |
| 2026-10-15 | · | @ParadisLabs | · | Author expects hyperscalers to reach new all-time highs over a three-year horizon. | · | tweet ↗ |
| 2026-10-15 | · | @ParadisLabs | · | Author argues hyperscalers remain overlooked and capture the economics of AI spending. | · | tweet ↗ |
| 2026-10-15 | · | @ParadisLabs | · | Risk unwinds and profit-taking reportedly produced a 3:1 ratio of long sales to short sales. | · | tweet ↗ |
| 2026-10-15 | · | @ParadisLabs | · | Goldman data show hedge funds net-sold global AI stocks for five sessions, unwinding 2025 buying. | · | tweet ↗ |
| 2026-10-15 | · | @ParadisLabs | · | Author says markets overreacted to AI-lab ARR while yields matter more for current positioning. | · | 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.