Author
@tenet_research tenet_research
Fast real-time newswire that maps macro catalysts into structured thematic ticker baskets
Relays attributed financial and geopolitical headlines in ne
trader score
-1.23
hit rate
40%
mean α
-0.83%
signals 14d
656
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: 40% hit rate, -0.83% mean alpha, trader score -1.23. Their last-14d mentions, direction-adjusted, have moved -4.5% since posting (mean over 498 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | RDDT | @tenet_research | +0.60 | Argues Reddit's advertising scale, margins and operating leverage are driving strong profitability. | -7.6% | tweet ↗ |
| 2026-10-16 | AMD | @tenet_research | +0.30 | SemiAnalysis reports Nvidia pressure on neoclouds adopting rival accelerators. | -2.3% | tweet ↗ |
| 2026-10-16 | NVDA | @tenet_research | -0.40 | SemiAnalysis reports Nvidia pressure on neoclouds adopting rival accelerators. | -1.5% | tweet ↗ |
| 2026-10-16 | GOOGL | @tenet_research | +0.20 | Google describes building blocks for autonomous wet-lab agents grounded in biology. | -6.0% | tweet ↗ |
| 2026-10-16 | CDNS | @tenet_research | +0.40 | Reports rising institutional ownership, new holders and $91.4B invested. | -0.9% | tweet ↗ |
| 2026-10-16 | BA | @tenet_research | +0.50 | Sources say the FAA may approve Boeing's 737 MAX 10 as soon as next week. | -1.0% | tweet ↗ |
| 2026-10-16 | GOOGL | @tenet_research | +0.30 | Google is rolling out Universal Cart across Search and Gemini in the US. | -6.0% | tweet ↗ |
| 2026-10-16 | WDC | @tenet_research | -0.50 | Quantifies broad memory-stock declines and attributes pressure to China, supply and semiconductor weakness. | +3.5% | tweet ↗ |
| 2026-10-16 | SKHY | @tenet_research | -0.50 | Quantifies broad memory-stock declines and attributes pressure to China, supply and semiconductor weakness. | +0.4% | tweet ↗ |
| 2026-10-16 | SNDK | @tenet_research | -0.50 | Quantifies broad memory-stock declines and attributes pressure to China, supply and semiconductor weakness. | -4.7% | tweet ↗ |
| 2026-10-16 | DRAM | @tenet_research | -0.50 | Quantifies broad memory-stock declines and attributes pressure to China, supply and semiconductor weakness. | — | tweet ↗ |
| 2026-10-16 | MU | @tenet_research | -0.50 | Quantifies broad memory-stock declines and attributes pressure to China, supply and semiconductor weakness. | -0.1% | tweet ↗ |
| 2026-10-16 | STX | @tenet_research | -0.50 | Quantifies broad memory-stock declines and attributes pressure to China, supply and semiconductor weakness. | -1.3% | tweet ↗ |
| 2026-10-16 | DELL | @tenet_research | -0.20 | Michael Dell says memory shortages will worsen while JIT manufacturing cushions AI downside. | +1.0% | tweet ↗ |
| 2026-10-16 | · | @tenet_research | · | Barclays adds a January 25-bp Fed hike to its prior December-hike forecast. | · | 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.