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
-0.95
hit rate
40%
mean α
-0.41%
signals 14d
56
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, -0.41% mean alpha, trader score -0.95. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @philrosenn | +0.75 | Characterizes Nvidia's earnings as exceptional and cites expected 70% revenue growth next year. | — | tweet ↗ |
| 2026-08-28 | CIBR | @philrosenn | +0.75 | Presents cybersecurity as a high-conviction multi-year AI beneficiary and CIBR as the investment vehicle. | — | tweet ↗ |
| 2026-08-28 | SPX | @philrosenn | -0.05 | Reports Jackson Hole base rates: seven of ten positive finishes but a negative average due to two large declines. | · | tweet ↗ |
| 2026-08-28 | · | @philrosenn | · | Reports the 30-year yield at its highest level since 2007 ahead of a key policy speech. | · | tweet ↗ |
| 2026-08-27 | · | @philrosenn | · | Presents global deregulation as a multi-year bullish asset-price investment theme. | · | tweet ↗ |
| 2026-08-27 | · | @philrosenn | · | Argues expectations for renewed Fed hikes conflict with the political mandate of the chair. | · | tweet ↗ |
| 2026-08-27 | SPX | @philrosenn | +0.55 | Cites a record quarter despite adverse seasonality and endorses a source's continuing bullish view. | · | tweet ↗ |
| 2026-08-27 | TSLA | @philrosenn | -0.45 | Quantifies the 2026 performance gap between Apple and Tesla within the Magnificent Seven. | -1.7% | tweet ↗ |
| 2026-08-27 | AAPL | @philrosenn | +0.35 | Quantifies the 2026 performance gap between Apple and Tesla within the Magnificent Seven. | +1.6% | tweet ↗ |
| 2026-08-26 | · | @philrosenn | · | Argues economic insecurity encourages gambling and moonshot behavior among young professionals. | · | tweet ↗ |
| 2026-08-26 | NVDA | @philrosenn | +0.55 | Highlights Nvidia's $96.2B quarterly revenue and sixteenfold four-year growth. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @philrosenn | · | Frames prediction markets as a new asset class despite poor participant profitability. | · | tweet ↗ |
| 2026-08-26 | NVDA | @philrosenn | +0.65 | Highlights Nvidia's operating-profit rise from $499M to $53.5B and continued growth expectations. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @philrosenn | · | Compares Chinese and U.S. equity valuation multiples and expected earnings growth. | · | tweet ↗ |
| 2026-08-26 | · | @philrosenn | · | Discusses Gen Z finances, betting, prediction markets, and speculative investing as a broad economic theme. | · | 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.