Author

@Zeff_Pena Zeff_Pena

Transparent retail momentum investor riding a concentrated AI-infrastructure and robotics microcap book

Posts real-time position disclosures, entry levels, thematic

trader score
-0.90
hit rate
40%
mean α
-1.08%
signals 14d
13

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, -1.08% mean alpha, trader score -0.90. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 12 mentions with price data).

Recent signals13receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01SPCX@Zeff_Pena+0.10Speculates a SpaceX IPO may be associated with SPCX, but signal is weak.·
2026-06-30SYNA@Zeff_Pena+0.20Closed entire SYNA position after ON acquisition and locked in profits.-3.8%
2026-06-30ON@Zeff_Pena+0.00Closed entire SYNA position after ON acquisition and locked in profits.-3.5%
2026-06-30ADEA@Zeff_Pena+0.70Discloses ADEA as one of largest holdings with bullish AI memory IP thesis.-11.4%
2026-06-28IGV@Zeff_Pena+0.35Watching rotation from hardware SMH leadership into software IGV this week.+6.1%
2026-06-28SMH@Zeff_Pena-0.15Watching rotation from hardware SMH leadership into software IGV this week.-3.2%
2026-06-25SYNA@Zeff_Pena+0.50ON is acquiring SYNA in a $7B all-stock deal expected to close by mid-2027.-4.9%
2026-06-25ON@Zeff_Pena-0.10ON is acquiring SYNA in a $7B all-stock deal expected to close by mid-2027.-23.2%
2026-06-24MU@Zeff_Pena+0.80Reports MU revenue, EPS, and gross margin beats and calls it a blowout quarter.-7.0%
2026-06-24SPY@Zeff_Pena+0.15Reports MU revenue, EPS, and gross margin beats and calls it a blowout quarter.+1.6%
2026-06-23OSS@Zeff_Pena+0.45Congratulates OSS on a milestone and continued success without details.-7.8%
2026-06-22IGV@Zeff_Pena-0.40Reports SaaS and GOOGL selloff, with GOOGL down about 6%.+7.2%
2026-06-22GOOGL@Zeff_Pena-0.45Reports SaaS and GOOGL selloff, with GOOGL down about 6%.+2.9%

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.