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
+1.03
hit rate
60%
mean α
+0.70%
signals 14d
181
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: 60% hit rate, +0.70% mean alpha, trader score +1.03. Their last-14d mentions, direction-adjusted, have moved -1.8% since posting (mean over 117 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AAOI | @ParadisLabs | +0.55 | Sees SIVE's selloff as possibly excessive but prefers higher-conviction quality names LITE and AAOI. | — | tweet ↗ |
| 2026-08-28 | SIVE | @ParadisLabs | +0.20 | Sees SIVE's selloff as possibly excessive but prefers higher-conviction quality names LITE and AAOI. | · | tweet ↗ |
| 2026-08-28 | LITE | @ParadisLabs | +0.65 | Sees SIVE's selloff as possibly excessive but prefers higher-conviction quality names LITE and AAOI. | — | tweet ↗ |
| 2026-08-28 | · | @ParadisLabs | · | Discloses holding an unnamed company but declining to add before earnings due to low quality and retail-driven sentiment. | · | tweet ↗ |
| 2026-08-28 | AAOI | @ParadisLabs | +0.25 | Prefers Lumentum due to superior timing into the InP bottleneck, with AAOI trailing. | — | tweet ↗ |
| 2026-08-28 | LITE | @ParadisLabs | +0.70 | Prefers Lumentum due to superior timing into the InP bottleneck, with AAOI trailing. | — | tweet ↗ |
| 2026-08-28 | · | @ParadisLabs | · | Discloses a small, emotionally immaterial Sivers position while expressing neutrality. | · | tweet ↗ |
| 2026-08-28 | AAOI | @ParadisLabs | +0.55 | Calls SIVE extremely expensive versus LITE, COHR and AAOI on 2027 sales and execution evidence. | — | tweet ↗ |
| 2026-08-28 | SIVE | @ParadisLabs | -0.75 | Calls SIVE extremely expensive versus LITE, COHR and AAOI on 2027 sales and execution evidence. | · | tweet ↗ |
| 2026-08-28 | LITE | @ParadisLabs | +0.70 | Calls SIVE extremely expensive versus LITE, COHR and AAOI on 2027 sales and execution evidence. | — | tweet ↗ |
| 2026-08-28 | COHR | @ParadisLabs | +0.70 | Calls SIVE extremely expensive versus LITE, COHR and AAOI on 2027 sales and execution evidence. | — | tweet ↗ |
| 2026-08-27 | MRVL | @ParadisLabs | +0.60 | MRVL beat EPS, gave above-consensus Q3 revenue and EPS guidance, and cited robust AI demand. | -10.3% | tweet ↗ |
| 2026-08-27 | · | @ParadisLabs | · | Considering adding to the existing small position. — Author is considering adding, but the replied-to ticker is unavailable. | · | tweet ↗ |
| 2026-08-27 | SIVE | @ParadisLabs | +0.00 | Author remains neutral while continuing to hold SIVE and questions the non-binding pipeline claims. | · | tweet ↗ |
| 2026-08-27 | SKHY | @ParadisLabs | +0.55 | SK Hynix CEO expects the memory shortage and strong cycle to persist through 2030. | · | 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.