Author

@0xtechquity 0xtechquity

Anon quality-compounder bull who scores moats and buys on valuation thresholds

Posts long-form bullish fundamental theses and forward, valu

trader score
+0.46
hit rate
55%
mean α
+0.26%
signals 14d
47

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: 55% hit rate, +0.26% mean alpha, trader score +0.46. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 34 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16LYFT@0xtechquity+0.10Turns negative on UBER due to autonomy disintermediation, labor-cost risk and cyclical demand sensitivity.+0.7%
2026-10-16TSLA@0xtechquity+0.15Turns negative on UBER due to autonomy disintermediation, labor-cost risk and cyclical demand sensitivity.+4.9%
2026-10-16GOOGL@0xtechquity+0.15Turns negative on UBER due to autonomy disintermediation, labor-cost risk and cyclical demand sensitivity.-6.0%
2026-10-16UBER@0xtechquity-0.70Turns negative on UBER due to autonomy disintermediation, labor-cost risk and cyclical demand sensitivity.-5.2%
2026-10-16TSLA@0xtechquity+0.40Expresses approval of a potential Tesla-SpaceX merger concept.+4.9%
2026-10-16SU@0xtechquity+0.50Reports Schneider Electric upgraded its full-year target following a strong quarter.+1.7%
2026-10-16CSU.TO@0xtechquity+0.45Reports CSU.TO gaining 12% over five days.·
2026-10-15AIR@0xtechquity+0.45Airbus completed an initial Valkyrie test flight with Kratos and sees a potentially large defense opportunity.-2.8%
2026-10-14MCO@0xtechquity+0.80Bullish long-term thesis cites Moody's duopoly, recurring analytics revenue, pricing power, data moat and private-credit growth.+4.5%
2026-10-13DE@0xtechquity+0.65Bullish business-quality thesis cites market share, dealer network, technology, and captive finance.-0.6%
2026-10-13·@0xtechquity·Dimon cites resilient spending but warns of deficits, inflation, rates, valuations and geopolitical risks.·
2026-10-12V@0xtechquity+0.65Celebrates Visa reaching an all-time high.+4.8%
2026-10-12LYV@0xtechquity+0.45Bullish multi-year entertainment-sector thesis with disclosed Netflix and Alphabet holdings.+2.2%
2026-10-12NFLX@0xtechquity+0.65Bullish multi-year entertainment-sector thesis with disclosed Netflix and Alphabet holdings.-6.7%
2026-10-12DIS@0xtechquity+0.45Bullish multi-year entertainment-sector thesis with disclosed Netflix and Alphabet holdings.+3.7%

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.