@Yourpersonaltr1 Yourpersonaltr1
Software/AI-supply-chain swing trader mapping earnings catalysts to laggard baskets via QNET rotation
Calls and recaps swing trades in software, cybersecurity, an
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 50% hit rate, +0.02% mean alpha, trader score +0.04. Their last-14d mentions, direction-adjusted, have moved -4.5% since posting (mean over 32 mentions with price data).
This author is mostly commenting on volatile photonics and software tape rather than issuing clear directional calls. The distinctive read is skepticism toward AXTI and AAOI traders while comparing SIVE unfavorably against JBL scale, then shifting attention to software names at 52-week lows and a Nasdaq rebound basket. No explicit position disclosure, add, trim, exit, or news break appears in this payload.
No CALL_DIRECTIONAL or POSITION_DISCLOSURE signals appear, so there are no explicit adds, trims, exits, or holds to classify. The week starts with skeptical commentary on AXTI and AAOI volatility and SIVE scale, then moves to software lows and broader Nasdaq rebound breadth on June 18. Concentration is moderate in IGV within the software cluster, but there is no single-ticker pump-risk concentration above 50% inside a theme.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | META | @Yourpersonaltr1 | +0.15 | Suggests switching off SMH toward software/cyber names after QNET-led leg down. | — | tweet ↗ |
| 2026-07-02 | IGV | @Yourpersonaltr1 | +0.30 | Suggests switching off SMH toward software/cyber names after QNET-led leg down. | — | tweet ↗ |
| 2026-07-02 | AMZN | @Yourpersonaltr1 | +0.15 | Suggests switching off SMH toward software/cyber names after QNET-led leg down. | — | tweet ↗ |
| 2026-07-02 | SMH | @Yourpersonaltr1 | -0.25 | Suggests switching off SMH toward software/cyber names after QNET-led leg down. | — | tweet ↗ |
| 2026-07-02 | GOOGL | @Yourpersonaltr1 | +0.15 | Suggests switching off SMH toward software/cyber names after QNET-led leg down. | — | tweet ↗ |
| 2026-07-02 | MSFT | @Yourpersonaltr1 | +0.15 | Suggests switching off SMH toward software/cyber names after QNET-led leg down. | — | tweet ↗ |
| 2026-06-30 | MU | @Yourpersonaltr1 | +0.35 | Says AI tools trade is a big deal as MU words validate related names. | -15.5% | tweet ↗ |
| 2026-06-30 | ONTO | @Yourpersonaltr1 | +0.45 | Says AI tools trade is a big deal as MU words validate related names. | -18.7% | tweet ↗ |
| 2026-06-30 | NVMI | @Yourpersonaltr1 | +0.45 | Says AI tools trade is a big deal as MU words validate related names. | · | tweet ↗ |
| 2026-06-30 | CAMT | @Yourpersonaltr1 | +0.45 | Says AI tools trade is a big deal as MU words validate related names. | -12.6% | tweet ↗ |
| 2026-06-29 | FTNT | @Yourpersonaltr1 | +0.10 | Mentions a nice switch among cybersecurity/software tickers, but stance is unclear. | +0.5% | tweet ↗ |
| 2026-06-29 | NET | @Yourpersonaltr1 | +0.10 | Mentions a nice switch among cybersecurity/software tickers, but stance is unclear. | -0.6% | tweet ↗ |
| 2026-06-29 | CIBR | @Yourpersonaltr1 | +0.10 | Mentions a nice switch among cybersecurity/software tickers, but stance is unclear. | +2.5% | tweet ↗ |
| 2026-06-29 | GWRE | @Yourpersonaltr1 | +0.10 | Mentions a nice switch among cybersecurity/software tickers, but stance is unclear. | · | tweet ↗ |
| 2026-06-29 | CRWD | @Yourpersonaltr1 | +0.10 | Mentions a nice switch among cybersecurity/software tickers, but stance is unclear. | -73.9% | 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.