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
-2.89
hit rate
20%
mean α
-1.32%
signals 14d
34
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: 20% hit rate, -1.32% mean alpha, trader score -2.89. Their last-14d mentions, direction-adjusted, have moved -5.6% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | BTC | @RosannaInvests | +0.30 | Notes Bitcoin is holding up amid broader weakness. | · | tweet ↗ |
| 2026-10-15 | · | @RosannaInvests | · | Endorses a market rally into year-end. | · | tweet ↗ |
| 2026-10-15 | · | @RosannaInvests | · | Presents a framework for avoiding panic, euphoria, recency bias and excessive position sizing. | · | tweet ↗ |
| 2026-10-14 | · | @RosannaInvests | · | Explains inflation as fiscal and monetary financing rather than an energy shock or rate problem. | · | tweet ↗ |
| 2026-10-14 | · | @RosannaInvests | · | Argues supply inflation requires ending war and reducing fiscal spending, not raising rates. | · | tweet ↗ |
| 2026-10-14 | · | @RosannaInvests | · | Criticizes rate hikes as harmful and ineffective against refined-product prices. | · | tweet ↗ |
| 2026-10-13 | SATS | @RosannaInvests | +0.45 | Argues a new preferred layer improves Strive's funding and common-share economics. | +3.1% | tweet ↗ |
| 2026-10-13 | ASST | @RosannaInvests | +0.55 | Argues a new preferred layer improves Strive's funding and common-share economics. | +5.0% | tweet ↗ |
| 2026-10-13 | SATA | @RosannaInvests | +0.40 | Argues a new preferred layer improves Strive's funding and common-share economics. | -0.8% | tweet ↗ |
| 2026-10-13 | ASST | @RosannaInvests | +0.10 | Flags tomorrow afternoon's warrant-exercise and bitcoin-purchase disclosure. | +5.0% | tweet ↗ |
| 2026-10-13 | ASST | @RosannaInvests | +0.85 | Discloses a long ASST position backed by a detailed bitcoin-per-share thesis. | +5.0% | tweet ↗ |
| 2026-10-13 | SATA | @RosannaInvests | +0.60 | Discloses a long ASST position backed by a detailed bitcoin-per-share thesis. | -0.8% | tweet ↗ |
| 2026-10-11 | · | @RosannaInvests | · | Frames Treasury bill issuance and Fed hikes as emerging financial repression. | · | tweet ↗ |
| 2026-10-10 | XXI | @RosannaInvests | +0.10 | States that Rapha Zagury is now CEO of XXI. | -11.1% | tweet ↗ |
| 2026-10-10 | BTC | @RosannaInvests | +0.80 | Bullish technical read after BTC held a Fibonacci level, with breakout levels at 87.4K and 94K. | · | 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.