Author
@TheAroraReport TheAroraReport
grade Bx.com/TheAroraReport ↗
Named PM running a macro-driven 'mania' regime framework across semis, space, and bonds
Publishes a paid research/advisory service with real-time ti
trader score
+0.51
hit rate
50%
mean α
+0.22%
signals 14d
32
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: 50% hit rate, +0.22% mean alpha, trader score +0.51. Their last-14d mentions, direction-adjusted, have moved +1.7% since posting (mean over 24 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SPCX | @TheAroraReport | +0.20 | Flags semiconductors and bonds at inflection points while highlighting Musk's Roadster. | · | tweet ↗ |
| 2026-10-16 | TSLA | @TheAroraReport | +0.20 | Flags semiconductors and bonds at inflection points while highlighting Musk's Roadster. | +4.9% | tweet ↗ |
| 2026-10-16 | SOXL | @TheAroraReport | -0.30 | Flags semiconductors and bonds at inflection points while highlighting Musk's Roadster. | -10.8% | tweet ↗ |
| 2026-10-16 | CRWV | @TheAroraReport | -0.25 | Flags semiconductors and bonds at inflection points while highlighting Musk's Roadster. | -11.7% | tweet ↗ |
| 2026-10-16 | QQQ | @TheAroraReport | -0.20 | Flags semiconductors and bonds at inflection points while highlighting Musk's Roadster. | -0.8% | tweet ↗ |
| 2026-10-15 | TSM | @TheAroraReport | -0.25 | TSMC's record earnings failed to lift its stock, cited as evidence of changing AI-market character. | -0.9% | tweet ↗ |
| 2026-10-15 | AMD | @TheAroraReport | -0.30 | Frames TSMC's weak stock response and a PPI spike as evidence of an AI-market character shift. | -8.1% | tweet ↗ |
| 2026-10-15 | NBIS | @TheAroraReport | -0.30 | Frames TSMC's weak stock response and a PPI spike as evidence of an AI-market character shift. | -15.7% | tweet ↗ |
| 2026-10-15 | TSM | @TheAroraReport | -0.25 | Frames TSMC's weak stock response and a PPI spike as evidence of an AI-market character shift. | -0.9% | tweet ↗ |
| 2026-10-15 | IREN | @TheAroraReport | -0.30 | Frames TSMC's weak stock response and a PPI spike as evidence of an AI-market character shift. | -18.0% | tweet ↗ |
| 2026-10-15 | CRWV | @TheAroraReport | -0.30 | Frames TSMC's weak stock response and a PPI spike as evidence of an AI-market character shift. | -22.2% | tweet ↗ |
| 2026-10-14 | · | @TheAroraReport | · | Frames AI chipmaking-equipment demand as exceeding supply through 2028 while CPI hurts risk appetite. | · | tweet ↗ |
| 2026-10-14 | ASML | @TheAroraReport | +0.55 | Bullish AI-equipment supply-demand thesis is paired with bearish CPI implications for QQQ. | -4.7% | tweet ↗ |
| 2026-10-14 | QQQ | @TheAroraReport | -0.25 | Bullish AI-equipment supply-demand thesis is paired with bearish CPI implications for QQQ. | -3.4% | tweet ↗ |
| 2026-10-12 | SPCX | @TheAroraReport | +0.00 | New CCI short idea; use the published short zone and risk parameters. — The Arora Report explicitly issues a new CCI short idea and questions the tower-demand thesis. | · | 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.