Author
@RosannaInvests RosannaInvests
grade Bx.com/RosannaInvests ↗
High-conviction AI-infrastructure chokepoint thesis builder, long-only, transparent about positions
Builds and shares bottom-up bullish theses on AI-infrastruct
trader score
-0.40
hit rate
45%
mean α
-0.49%
signals 14d
45
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: 45% hit rate, -0.49% mean alpha, trader score -0.40. Their last-14d mentions, direction-adjusted, have moved -9.9% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | IREN | @RosannaInvests | +0.80 | Discloses a long IREN position and argues financing has made dilution optional. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @RosannaInvests | +0.90 | Discloses a long IREN position and presents a strongly bullish compute-contract and financing thesis. | -12.5% | tweet ↗ |
| 2026-08-27 | ASST | @RosannaInvests | +0.75 | Discloses a long ASST position and argues its debt-free capital structure offers resilience despite dilution risk. | -6.0% | tweet ↗ |
| 2026-08-26 | · | @RosannaInvests | · | Expects Warsh to avoid rate hikes or market-harming remarks before the midterms. | · | tweet ↗ |
| 2026-08-26 | NVDA | @RosannaInvests | +0.75 | Discloses a long IREN position and gives a compute-scarcity thesis supported by Nvidia demand and revenue figures. | +3.8% | tweet ↗ |
| 2026-08-26 | IREN | @RosannaInvests | +0.85 | Discloses a long IREN position and gives a compute-scarcity thesis supported by Nvidia demand and revenue figures. | -10.4% | tweet ↗ |
| 2026-08-26 | · | @RosannaInvests | · | Argues the Fed's best choice is to cut rates drastically because it is losing control of the long end. | · | tweet ↗ |
| 2026-08-26 | · | @RosannaInvests | · | Argues unchanged nominal rates tighten conditions as inflation expectations fall and real rates rise. | · | tweet ↗ |
| 2026-08-26 | · | @RosannaInvests | · | Reports core PCE at 3.3% and interprets it as leaving no reason for a rate hike. | · | tweet ↗ |
| 2026-08-25 | · | @RosannaInvests | · | Argues macro-policy advice changes with institutional responsibility and competing state objectives. | · | tweet ↗ |
| 2026-08-23 | NVDA | @RosannaInvests | +0.25 | Argues Nvidia price inflation raises the replacement value and margins of IREN's fleet. | +1.3% | tweet ↗ |
| 2026-08-23 | IREN | @RosannaInvests | +0.75 | Argues Nvidia price inflation raises the replacement value and margins of IREN's fleet. | -15.4% | tweet ↗ |
| 2026-08-22 | NVDA | @RosannaInvests | +0.40 | Explains Nvidia's $3.4B IREN cloud contract and warrants versus its $2B NBIS equity investment. | +1.3% | tweet ↗ |
| 2026-08-22 | MRVL | @RosannaInvests | +0.10 | Explains Nvidia's $3.4B IREN cloud contract and warrants versus its $2B NBIS equity investment. | -8.6% | tweet ↗ |
| 2026-08-22 | IREN | @RosannaInvests | +0.70 | Explains Nvidia's $3.4B IREN cloud contract and warrants versus its $2B NBIS equity investment. | -15.4% | 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.