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
-2.08
hit rate
35%
mean α
-1.52%
signals 14d
244

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: 35% hit rate, -1.52% mean alpha, trader score -2.08. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 164 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16USO@SpecialSitsNews+0.45Suggests exposure to oil through USO+4.8%
2026-10-16QQQ@SpecialSitsNews-0.35Reports Nasdaq is 7% below its highs-0.8%
2026-10-16TSLA@SpecialSitsNews+0.65Vindicates Tesla by pointing to working boosters+4.9%
2026-10-16NVDA@SpecialSitsNews+0.25Suggests institutional interest around Nvidia-related AI analysis-1.5%
2026-10-16MSFT@SpecialSitsNews-0.15Challenges Microsoft to improve its competitive response-0.9%
2026-10-16MU@SpecialSitsNews-0.70Argues CXMT growth and cheap supply threaten Micron's customers and margins-0.1%
2026-10-16USO@SpecialSitsNews-0.45Reports a softer Iranian diplomatic tone that is pushing oil prices lower+4.8%
2026-10-16NVDA@SpecialSitsNews-0.20Reports a state-level push for AI regulation affecting the AI-chip theme-1.5%
2026-10-15MU@SpecialSitsNews-0.15Reports lower Anthropic IPO valuation expectations and slowing revenue growth-5.8%
2026-10-15NVDA@SpecialSitsNews-0.15Reports lower Anthropic IPO valuation expectations and slowing revenue growth-2.9%
2026-10-15MU@SpecialSitsNews+0.35Labels linked Anthropic analysis as the bullish perspective-5.8%
2026-10-15META@SpecialSitsNews+0.35Labels linked Anthropic analysis as the bullish perspective-12.8%
2026-10-15NVDA@SpecialSitsNews+0.35Labels linked Anthropic analysis as the bullish perspective-2.9%
2026-10-15·@SpecialSitsNews·References September producer-price inputs that feed into PCE·
2026-10-15EWY@SpecialSitsNews-0.70Reports an exceptionally steep Korean market decline-3.2%

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.