Author

@RiskReversal RiskReversal

Macro-aware options commentator framing the AI/semis cycle through positioning and history

Financial-media commentator and trader who discusses markets

trader score
+2.51
hit rate
72%
mean α
+0.95%
signals 14d
21

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 18 scored bets: 72% hit rate, +0.95% mean alpha, trader score +2.51. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 19 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-29TGT@RiskReversal+0.00Promotes analysis breaking down major service industry names, without stated stance.-2.8%
2026-06-29COST@RiskReversal+0.00Promotes analysis breaking down major service industry names, without stated stance.+0.5%
2026-06-29SBUX@RiskReversal+0.00Promotes analysis breaking down major service industry names, without stated stance.+0.2%
2026-06-29MCD@RiskReversal+0.00Promotes analysis breaking down major service industry names, without stated stance.+5.0%
2026-06-29CMG@RiskReversal+0.00Promotes analysis breaking down major service industry names, without stated stance.+7.3%
2026-06-26·@RiskReversal·AI boom compared to dot-com bubble but guest argues it is different this time.·
2026-06-26MU@RiskReversal+0.50Podcast teaser says AI is only in second inning while discussing MU, GOOGL, China open source, SPCX and TSLA.-13.8%
2026-06-26SPCX@RiskReversal+0.30Podcast teaser says AI is only in second inning while discussing MU, GOOGL, China open source, SPCX and TSLA.·
2026-06-26TSLA@RiskReversal+0.00Podcast teaser says AI is only in second inning while discussing MU, GOOGL, China open source, SPCX and TSLA.+3.6%
2026-06-26GOOGL@RiskReversal+0.45Podcast teaser says AI is only in second inning while discussing MU, GOOGL, China open source, SPCX and TSLA.+6.7%
2026-06-23MU@RiskReversal-0.30Says stocks fell on semi and memory weakness after Korea selloff ahead of MU earnings.-7.2%
2026-06-23SNDK@RiskReversal+0.45Memory and storage rage while Mag 7 lags, risking dent to broader index.-11.1%
2026-06-23STX@RiskReversal+0.45Memory and storage rage while Mag 7 lags, risking dent to broader index.-21.0%
2026-06-23MU@RiskReversal+0.45Memory and storage rage while Mag 7 lags, risking dent to broader index.-7.2%
2026-06-23NVDA@RiskReversal-0.25Memory and storage rage while Mag 7 lags, risking dent to broader index.-2.6%

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.