Author

@Yourpersonaltr1 Yourpersonaltr1

grade Bx.com/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

trader score
+0.58
hit rate
50%
mean α
+0.20%
signals 14d
106

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, +0.20% mean alpha, trader score +0.58. Their last-14d mentions, direction-adjusted, have moved +1.5% since posting (mean over 80 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16CIBR@Yourpersonaltr1-0.25Views software/cyber weakness as setting up a chip bounce and finds SANM/CAMT attractive.+7.4%
2026-10-16SANM@Yourpersonaltr1+0.45Views software/cyber weakness as setting up a chip bounce and finds SANM/CAMT attractive.-11.4%
2026-10-16IGV@Yourpersonaltr1-0.25Views software/cyber weakness as setting up a chip bounce and finds SANM/CAMT attractive.+6.0%
2026-10-16CAMT@Yourpersonaltr1+0.45Views software/cyber weakness as setting up a chip bounce and finds SANM/CAMT attractive.-6.4%
2026-10-16SMH@Yourpersonaltr1+0.35Views software/cyber weakness as setting up a chip bounce and finds SANM/CAMT attractive.-2.3%
2026-10-16SPY@Yourpersonaltr1-0.35Calls the rebound low quality and notes prices returned to the prior day's lows.-0.4%
2026-10-16IGV@Yourpersonaltr1-0.40Calls the rebound low quality and notes prices returned to the prior day's lows.+6.0%
2026-10-16QQQ@Yourpersonaltr1-0.45Calls the rebound low quality and notes prices returned to the prior day's lows.-0.8%
2026-10-16AAPL@Yourpersonaltr1-0.10Reports a 2% internet-index gain while four named components were negative.+1.2%
2026-10-16BABA@Yourpersonaltr1-0.10Reports a 2% internet-index gain while four named components were negative.-8.7%
2026-10-16META@Yourpersonaltr1-0.10Reports a 2% internet-index gain while four named components were negative.-9.4%
2026-10-16OKTA@Yourpersonaltr1-0.10Reports a 2% internet-index gain while four named components were negative.+13.8%
2026-10-15IWM@Yourpersonaltr1-0.10Dismisses the rebound as likely driven by heavily shorted names.+0.2%
2026-10-15SPY@Yourpersonaltr1-0.10Dismisses the rebound as likely driven by heavily shorted names.-1.5%
2026-10-15QQQ@Yourpersonaltr1-0.10Dismisses the rebound as likely driven by heavily shorted names.-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.