Author
@Sensei0701 Sensei0701
grade Bx.com/Sensei0701 ↗
Conviction AI-hardware bull deep on optical interconnects and quantum computing
Posts long-form, ticker'd bullish theses on AI semiconductor
trader score
-0.15
hit rate
50%
mean α
-0.14%
signals 14d
6
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: 50% hit rate, -0.14% mean alpha, trader score -0.15. Their last-14d mentions, direction-adjusted, have moved -5.3% since posting (mean over 5 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | ALAB | @Sensei0701 | +0.35 | Calls ALAB a good company or stock in a reply. | -4.8% | tweet ↗ |
| 2026-08-27 | NVDA | @Sensei0701 | +0.65 | Says Nvidia itself is the next Nvidia, endorsing continued leadership. | -4.6% | tweet ↗ |
| 2026-08-18 | NVDA | @Sensei0701 | +0.45 | Argues specialized AI HBM constraints and manufacturing difficulty support Nvidia and Micron's AI-memory outlook. | -1.0% | tweet ↗ |
| 2026-08-18 | MU | @Sensei0701 | +0.70 | Argues specialized AI HBM constraints and manufacturing difficulty support Nvidia and Micron's AI-memory outlook. | -0.8% | tweet ↗ |
| 2026-08-15 | · | @Sensei0701 | · | Says the best buying opportunity occurs when retail sentiment is at its worst. | · | tweet ↗ |
| 2026-08-15 | IONQ | @Sensei0701 | +0.40 | Argues vertical integration could reduce customer burden, time and cost for IonQ's platform. | -15.3% | 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.