Author
@philrosenn philrosenn
grade Cx.com/philrosenn ↗
Perma-bull AI/semis chronicler who defends the bull case with base rates and valuation math
Financial journalist/newsletter author posting near-daily ma
trader score
-0.25
hit rate
50%
mean α
-0.09%
signals 14d
59
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: 50% hit rate, -0.09% mean alpha, trader score -0.25. Their last-14d mentions, direction-adjusted, have moved -7.1% since posting (mean over 35 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | LLY | @philrosenn | +0.55 | Bullish take on Eli Lilly growth, lower risk, revenue forecast, and Nvidia partnership. | — | tweet ↗ |
| 2026-07-02 | NVDA | @philrosenn | +0.10 | Bullish take on Eli Lilly growth, lower risk, revenue forecast, and Nvidia partnership. | — | tweet ↗ |
| 2026-07-01 | MSFT | @philrosenn | +0.15 | Reports Congress bought Microsoft more than any other stock in H1 2026, though it underperformed popular trades. | +1.6% | tweet ↗ |
| 2026-07-01 | SPX | @philrosenn | +0.70 | S&P 500 up 9.5% in 2026, called a generational bull market. | · | tweet ↗ |
| 2026-07-01 | ORCL | @philrosenn | +0.15 | Discusses founder-led stock strategy and non-obvious AI-era stock ideas. | -1.6% | tweet ↗ |
| 2026-07-01 | IOT | @philrosenn | +0.15 | Discusses founder-led stock strategy and non-obvious AI-era stock ideas. | +5.1% | tweet ↗ |
| 2026-07-01 | DDOG | @philrosenn | +0.15 | Discusses founder-led stock strategy and non-obvious AI-era stock ideas. | -1.6% | tweet ↗ |
| 2026-07-01 | PLTR | @philrosenn | +0.15 | Discusses founder-led stock strategy and non-obvious AI-era stock ideas. | +2.8% | tweet ↗ |
| 2026-07-01 | FFF | @philrosenn | +0.25 | Discusses founder-led stock strategy and non-obvious AI-era stock ideas. | · | tweet ↗ |
| 2026-06-30 | MSFT | @philrosenn | +0.45 | Says Microsoft is down 25% despite best quarter ever and cites a buy-the-dip case. | +4.7% | tweet ↗ |
| 2026-06-30 | · | @philrosenn | · | Market breadth data described as broadening out and promising for a prolonged bull market. | · | tweet ↗ |
| 2026-06-30 | GOOG | @philrosenn | +0.20 | Discusses rotation from Mag 7 to indirect AI winners, specific stock picks, and AI exposure. | +0.8% | tweet ↗ |
| 2026-06-30 | GM | @philrosenn | +0.20 | Discusses rotation from Mag 7 to indirect AI winners, specific stock picks, and AI exposure. | -1.4% | tweet ↗ |
| 2026-06-30 | AAPL | @philrosenn | +0.15 | Discusses rotation from Mag 7 to indirect AI winners, specific stock picks, and AI exposure. | +6.7% | tweet ↗ |
| 2026-06-30 | MSFT | @philrosenn | +0.20 | Discusses rotation from Mag 7 to indirect AI winners, specific stock picks, and AI exposure. | +4.7% | 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.