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
-1.25
hit rate
20%
mean α
-1.02%
signals 14d
18
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, -1.02% mean alpha, trader score -1.25. Their last-14d mentions, direction-adjusted, have moved -11.5% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SPX | @Sensei0701 | +0.75 | Endorses a bullish S&P 500 thesis based on resilience despite inflation, higher rates, war, and oil. | · | tweet ↗ |
| 2026-10-15 | LITE | @Sensei0701 | +0.45 | Expresses pleased, implicitly bullish sentiment on behalf of LITE holders after another fund's sacrifice. | -13.0% | tweet ↗ |
| 2026-10-14 | · | @Sensei0701 | · | Argues HBM is the critical AI-memory segment and Chinese competitors will not disrupt it soon. | · | tweet ↗ |
| 2026-10-14 | · | @Sensei0701 | · | Describes Quantinuum's validated Helix architecture, photonics and QCCD scaling research. | · | tweet ↗ |
| 2026-10-14 | IONQ | @Sensei0701 | +0.35 | Remains cautiously optimistic on IONQ despite dilution and governance risks, citing technical progress. | -0.5% | tweet ↗ |
| 2026-10-13 | MU | @Sensei0701 | +0.45 | Argues CXMT cannot disrupt leading HBM soon, supporting established memory suppliers. | -7.9% | tweet ↗ |
| 2026-10-13 | SKHY | @Sensei0701 | +0.10 | Argues CXMT cannot disrupt leading HBM soon, supporting established memory suppliers. | -12.8% | tweet ↗ |
| 2026-10-12 | IONQ | @Sensei0701 | +0.60 | Defends IonQ's acquisitions and progress, arguing dilution is worthwhile for long holders. | -13.8% | tweet ↗ |
| 2026-10-12 | IONQ | @Sensei0701 | +0.25 | Balances acquisition dilution and valuation concerns against IonQ's long-term quantum-security opportunity. | -13.8% | tweet ↗ |
| 2026-10-10 | NVDA | @Sensei0701 | +0.45 | Argues Nvidia likely has an internal AI model superior to publicly available models. | -8.0% | tweet ↗ |
| 2026-10-08 | SPCX | @Sensei0701 | +0.35 | Speculates SpaceX could acquire Tesla at a premium while preserving Elon's control. | · | tweet ↗ |
| 2026-10-08 | TSLA | @Sensei0701 | +0.35 | Speculates SpaceX could acquire Tesla at a premium while preserving Elon's control. | -0.7% | tweet ↗ |
| 2026-10-08 | · | @Sensei0701 | · | Argues AI compute demand remains exponential and long-run returns will outweigh capex despite near-term risks. | · | tweet ↗ |
| 2026-10-08 | IONQ | @Sensei0701 | +0.65 | Calls IonQ and Quantinuum likely long-term winners while emphasizing uncertainty in the young quantum industry. | -20.7% | tweet ↗ |
| 2026-10-07 | IONQ | @Sensei0701 | +0.35 | Praises IonQ while saying the quantum competition remains unresolved pending DARPA decisions. | -24.4% | 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.