@0xtechquity 0xtechquity

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.

0xtechquity is concentrated in quality compounders and platform names, especially MSFT, META, MA, NFLX, MSCI, UBER and SPGI, while also disclosing top positions in META, AMZN, MA, GOOGL and ASML. The distinctive read is a preference for asset-light moats, advertising optionality, fintech rails and AI infrastructure, with valuation discipline around AMZN, ADBE, ACN and SPCX. Late in the window, NFLX becomes the likely next buy, TSM is a buy-on-correction candidate, and the author plans to sell the SPGI mobility spinoff part.

Conviction is consistent around quality compounders, especially MSFT, META, MA, NFLX and MSCI, with explicit adds or next-buy language in several names. There is a late-week shift toward NFLX as the probable next purchase and TSM as a buy-on-correction idea, while SPGI has a discrete exit action tied to selling the mobility spinoff part. Pump-risk is most visible in SPCX, where the author posts several times but turns cautious or bearish on valuation and Cursor moat concerns.

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.