Author
@TheLAPurchaser TheLAPurchaser
grade Ax.com/TheLAPurchaser ↗
Anonymous buy-side-style analyst threading the AI compute supply chain into semis, medtech, and Asia tech
Posts and replies with bottom-up theses connecting semicondu
trader score
+0.30
hit rate
30%
mean α
+0.71%
signals 14d
19
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 10 scored bets: 30% hit rate, +0.71% mean alpha, trader score +0.30. Their last-14d mentions, direction-adjusted, have moved +6.7% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @TheLAPurchaser | · | Lists easing pressures, washed positioning and strong expected earnings to support a bullish regime view. | · | tweet ↗ |
| 2026-10-15 | · | @TheLAPurchaser | · | Suggests political developments have created a path toward lower interest rates. | · | tweet ↗ |
| 2026-10-06 | IHI | @TheLAPurchaser | -0.60 | Warns IHI investors that valuations and fundamentals can fall further despite apparent cheapness. | +7.8% | tweet ↗ |
| 2026-10-06 | · | @TheLAPurchaser | · | Relays Jefferies' bullish thesis on autonomous laboratories and incumbent lab suppliers. | · | tweet ↗ |
| 2026-10-06 | A | @TheLAPurchaser | +0.60 | Relays Goldman's view that Agilent is well positioned for autonomous-lab adoption. | +2.2% | tweet ↗ |
| 2026-10-06 | A | @TheLAPurchaser | +0.70 | Names Agilent as the author's favorite nonspeculative AI beneficiary and supplies a segment thesis. | +2.2% | tweet ↗ |
| 2026-10-06 | MRK.GY | @TheLAPurchaser | +0.20 | Expresses guarded approval of the AI-bioprocessing bottleneck thesis spreading to European names. | · | tweet ↗ |
| 2026-10-06 | LONN.SW | @TheLAPurchaser | +0.20 | Expresses guarded approval of the AI-bioprocessing bottleneck thesis spreading to European names. | · | tweet ↗ |
| 2026-10-06 | SRT3.GY | @TheLAPurchaser | +0.20 | Expresses guarded approval of the AI-bioprocessing bottleneck thesis spreading to European names. | · | tweet ↗ |
| 2026-10-05 | TXG | @TheLAPurchaser | -0.70 | Strongly condemns speculative behavior across the named genomics stocks. | -26.8% | tweet ↗ |
| 2026-10-05 | CAI | @TheLAPurchaser | -0.70 | Strongly condemns speculative behavior across the named genomics stocks. | +5.3% | tweet ↗ |
| 2026-10-05 | TWST | @TheLAPurchaser | -0.70 | Strongly condemns speculative behavior across the named genomics stocks. | -31.7% | tweet ↗ |
| 2026-10-05 | GRAL | @TheLAPurchaser | -0.70 | Strongly condemns speculative behavior across the named genomics stocks. | · | tweet ↗ |
| 2026-10-05 | ILMN | @TheLAPurchaser | -0.70 | Strongly condemns speculative behavior across the named genomics stocks. | -8.3% | tweet ↗ |
| 2026-10-05 | TEM | @TheLAPurchaser | -0.70 | Strongly condemns speculative behavior across the named genomics stocks. | -19.1% | 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.