Author
@SamanthaLaDuc SamanthaLaDuc
grade Ax.com/SamanthaLaDuc ↗
Flows-and-geopolitics macro trader mapping the AI rotation to specific tickers and levels
Runs a paid trading room/newsletter; calls intraday-to-secul
trader score
+0.90
hit rate
60%
mean α
+0.39%
signals 14d
113
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: 60% hit rate, +0.39% mean alpha, trader score +0.90. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 46 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @SamanthaLaDuc | · | Promotes a framework for interpreting Warsh, FOMC reactions and a market head fake. | · | tweet ↗ |
| 2026-08-28 | · | @SamanthaLaDuc | · | Frames reserve-currency status and a tokenized economy as competing policy paths. | · | tweet ↗ |
| 2026-08-28 | · | @SamanthaLaDuc | · | Argues AI fundamentals are priced in and a falling dollar is the likelier driver of the next major rally. | · | tweet ↗ |
| 2026-08-28 | USDJPY | @SamanthaLaDuc | +0.45 | Notes USDJPY back above 160 as evidence markets reject the stated bond and dollar policy narrative. | · | tweet ↗ |
| 2026-08-28 | · | @SamanthaLaDuc | · | Endorses the thesis that ETF-based credit-default exposure is a systemic financial risk. | · | tweet ↗ |
| 2026-08-28 | · | @SamanthaLaDuc | · | Develops a long-duration thesis around buybacks, deregulation, inflation, cuts and dollar devaluation. | · | tweet ↗ |
| 2026-08-28 | · | @SamanthaLaDuc | · | Reports 76 million daily option contracts and $1.3T premium exchanged in June. | · | tweet ↗ |
| 2026-08-27 | CRWV | @SamanthaLaDuc | -0.25 | Cryptically directs readers to Google Magnetar in connection with CoreWeave. | -3.0% | tweet ↗ |
| 2026-08-27 | NVDA | @SamanthaLaDuc | -0.30 | Sarcastically frames Nvidia's actions as self-regulation to reduce antitrust risk. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @SamanthaLaDuc | -0.15 | Presents pre/post-earnings technical trigger levels while warning about weak Sep-Oct seasonality. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @SamanthaLaDuc | -0.25 | Questions whether Nvidia can deliver sub-one-year ROIC on $50B data centers. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @SamanthaLaDuc | -0.80 | Argues Nvidia's financing and capacity backstop make CoreWeave demand circular and artificial. | -4.6% | tweet ↗ |
| 2026-08-27 | CRWV | @SamanthaLaDuc | -0.65 | Argues Nvidia's financing and capacity backstop make CoreWeave demand circular and artificial. | -3.0% | tweet ↗ |
| 2026-08-27 | NVDA | @SamanthaLaDuc | +0.75 | Recaps a pre-earnings bullish options analysis after praising its successful outcome. | -4.6% | tweet ↗ |
| 2026-08-27 | SPX | @SamanthaLaDuc | +0.10 | Recaps a pre-earnings bullish options analysis after praising its successful outcome. | · | 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.