Author
@saxena_puru saxena_puru
grade Bx.com/saxena_puru ↗
Disciplined AI-cycle PM blending secular software bullishness with rigorous top-timing risk control
Runs a concentrated AI value-chain portfolio (quality softwa
trader score
-0.39
hit rate
70%
mean α
-0.99%
signals 14d
20
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 10 scored bets: 70% hit rate, -0.99% mean alpha, trader score -0.39. Their last-14d mentions, direction-adjusted, have moved -2.0% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @saxena_puru | · | plan to re-invest near key technical levels — Plans to re-invest in overextended semiconductor and memory stocks after pullbacks to key levels. | · | tweet ↗ |
| 2026-07-02 | · | @saxena_puru | · | Reports weak payrolls versus consensus and interprets as positive for equities and growth stocks. | · | tweet ↗ |
| 2026-07-01 | META | @saxena_puru | +0.45 | Reports META entering cloud business to sell excess AI compute. | -4.9% | tweet ↗ |
| 2026-07-01 | SPX | @saxena_puru | +0.20 | Reports AlphaTarget +70.4% versus S&P 500 +40.0% since June 2024. | · | tweet ↗ |
| 2026-06-30 | · | @saxena_puru | · | Says they just invested in an unnamed high-quality hyper-growth category leader. | · | tweet ↗ |
| 2026-06-29 | · | @saxena_puru | · | Increased positions in three portfolio companies after selling put options. — Trading alert says sold puts and increased positions in three portfolio companies. | · | tweet ↗ |
| 2026-06-25 | KOSPI | @saxena_puru | -0.70 | KOSPI down 9% with trading halted and memory stocks selling off despite MU earnings. | · | tweet ↗ |
| 2026-06-25 | MU | @saxena_puru | -0.25 | KOSPI down 9% with trading halted and memory stocks selling off despite MU earnings. | -19.6% | tweet ↗ |
| 2026-06-24 | XYZ | @saxena_puru | -0.35 | Warns buy-and-hold can suffer major drawdowns in individual high-quality stocks. | +4.2% | tweet ↗ |
| 2026-06-24 | ADBE | @saxena_puru | -0.35 | Warns buy-and-hold can suffer major drawdowns in individual high-quality stocks. | +11.8% | tweet ↗ |
| 2026-06-24 | NKE | @saxena_puru | -0.35 | Warns buy-and-hold can suffer major drawdowns in individual high-quality stocks. | +5.4% | tweet ↗ |
| 2026-06-24 | PYPL | @saxena_puru | -0.35 | Warns buy-and-hold can suffer major drawdowns in individual high-quality stocks. | +7.0% | tweet ↗ |
| 2026-06-24 | LULU | @saxena_puru | -0.35 | Warns buy-and-hold can suffer major drawdowns in individual high-quality stocks. | +4.7% | tweet ↗ |
| 2026-06-24 | CRM | @saxena_puru | -0.35 | Warns buy-and-hold can suffer major drawdowns in individual high-quality stocks. | +8.7% | tweet ↗ |
| 2026-06-24 | · | @saxena_puru | · | Argues buy-and-hold works for indexes but not most individual stocks. | · | 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.