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
+0.11
hit rate
45%
mean α
+0.12%
signals 14d
16
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, +0.12% mean alpha, trader score +0.11. Their last-14d mentions, direction-adjusted, have moved -6.3% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | LITE | @Sensei0701 | +0.45 | Argues photonics/CPO selloff is overreaction and optics remain necessary in AI buildout. | — | tweet ↗ |
| 2026-07-02 | AAOI | @Sensei0701 | +0.45 | Argues photonics/CPO selloff is overreaction and optics remain necessary in AI buildout. | — | tweet ↗ |
| 2026-07-02 | COHR | @Sensei0701 | +0.45 | Argues photonics/CPO selloff is overreaction and optics remain necessary in AI buildout. | — | tweet ↗ |
| 2026-07-02 | AAPL | @Sensei0701 | -0.20 | Skeptical that Apple could buy memory from a blacklisted Chinese company. | — | tweet ↗ |
| 2026-06-27 | NVDA | @Sensei0701 | +0.35 | Notes Nvidia financing support for neoclouds and likely retaliation in scenario. | +1.2% | tweet ↗ |
| 2026-06-27 | AAPL | @Sensei0701 | +0.20 | Says Apple will need to absorb costs but will be fine. | +8.8% | tweet ↗ |
| 2026-06-26 | LITE | @Sensei0701 | +0.75 | Bullish photonics/optical interconnect bottleneck thesis for AI infrastructure. | -10.9% | tweet ↗ |
| 2026-06-26 | AAOI | @Sensei0701 | +0.75 | Bullish photonics/optical interconnect bottleneck thesis for AI infrastructure. | -10.9% | tweet ↗ |
| 2026-06-26 | COHR | @Sensei0701 | +0.75 | Bullish photonics/optical interconnect bottleneck thesis for AI infrastructure. | -12.4% | tweet ↗ |
| 2026-06-26 | MSFT | @Sensei0701 | +0.35 | Mentions Burry has moved from AI overbuild concerns to Microsoft LEAPS. | +4.7% | tweet ↗ |
| 2026-06-25 | IONQ | @Sensei0701 | +0.65 | Says IONQ near 200DMA support and next leg up is imminent. | -2.8% | tweet ↗ |
| 2026-06-24 | NVDA | @Sensei0701 | +0.10 | Bullish thesis on Micron HBM allocations and long-term supply agreements. | -2.1% | tweet ↗ |
| 2026-06-24 | MU | @Sensei0701 | +0.75 | Bullish thesis on Micron HBM allocations and long-term supply agreements. | -7.0% | tweet ↗ |
| 2026-06-23 | IONQ | @Sensei0701 | +0.35 | Says DARPA QBI Stage C would be a huge validation for IonQ. | -15.1% | tweet ↗ |
| 2026-06-22 | IONQ | @Sensei0701 | +0.80 | Long-term bullish framework with chart setup, acquisition, policy and DARPA catalysts. | -15.8% | 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.