Author

@SpecialSitsNews SpecialSitsNews

Fast-synthesis AI-infra and macro-event feed stitching desk notes into a bottleneck thesis

High-cadence original analyst plus aggregator covering AI in

trader score
+0.48
hit rate
65%
mean α
+0.23%
signals 14d
121

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: 65% hit rate, +0.23% mean alpha, trader score +0.48. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 75 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@SpecialSitsNews·Argues projected October and December hike probabilities are implausibly high.·
2026-08-28MSTR@SpecialSitsNews-0.50Blames Warsh's remarks for a crypto selloff and tags MSTR negatively.
2026-08-28GLD@SpecialSitsNews+0.35Highlights the growing government deficit as the deeper issue, implying support for gold.
2026-08-28NVDA@SpecialSitsNews-0.50Reports Warsh's hawkish speech, higher hike odds and a 3.5% NVDA selloff.
2026-08-28WEAT@SpecialSitsNews+0.50Says wheat prices are rising and shortages may emerge next year.
2026-08-28·@SpecialSitsNews·Strongly criticizes tariffs and says they now must be refunded.·
2026-08-28PYPL@SpecialSitsNews-0.48Reports Advent and Stripe stopped bidding after PayPal's board rejected the initial offer.
2026-08-27NVDA@SpecialSitsNews+0.25Reports employee wealth statistics attributed to NVDA's stock rise.-4.6%
2026-08-27VEEV@SpecialSitsNews+0.50VEEV beat quarterly estimates and raised full-year revenue and EPS forecasts.-1.9%
2026-08-27·@SpecialSitsNews·Warns geopolitical escalation after November could derail strong earnings conditions.·
2026-08-27·@SpecialSitsNews·BOK raised rates 25 bps to 3% and lifted its 2026 GDP growth forecast to 3.3%.·
2026-08-27CRWD@SpecialSitsNews+0.60Reports earnings beats, strong growth metrics and raised CRWD outlook.-4.2%
2026-08-27OKTA@SpecialSitsNews+0.60Reports earnings beats, strong growth metrics and raised CRWD outlook.-3.9%
2026-08-27CRM@SpecialSitsNews+0.60Reports earnings beats, strong growth metrics and raised CRWD outlook.+1.6%
2026-08-27LLY@SpecialSitsNews+0.00Says CAKE outperformed crypto and AI favorites this year despite GLP-1 concerns.-0.1%

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.