@AdamoMancino AdamoMancino
Transparent retail growth/income investor blending SaaS fundamentals, thematic baskets, and covered-call ETFs
Posts real-time, ticker'd long disclosures with cost bases,
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, +0.10% mean alpha, trader score +0.14. Their last-14d mentions, direction-adjusted, have moved +1.8% since posting (mean over 87 mentions with price data).
Author is mainly broadcasting a long portfolio centered on QQQI income, oversold software/value compounders, Disney, Uber, and smaller speculative holdings. Distinctive reads are Mobileye as robotaxi/physical-AI optionality, CART as a Stage 2 technical breakout, and Google Gemini strength from data/search advantages. Late in the window he added QQQI and NEHI, disclosed a larger holdings stack, and moved from mixed SNAP commentary to explicitly long SNAP.
Conviction is concentrated in disclosed longs and adds, especially QQQI and NEHI, with a broader portfolio disclosure across WATT, DUOL, UBER, INTU, DIS, and QQQI. SNAP shows the clearest flip, moving from setup comparisons and skepticism to an explicit long call on June 19. Macro and AI-hype skepticism remains present, but it sits alongside rather than replacing the author’s long-biased positioning.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | KO | @AdamoMancino | +0.70 | Buy KO — Explicit buy call on KO. | — | tweet ↗ |
| 2026-07-02 | QQQI | @AdamoMancino | +0.65 | Added bought more QQQI — States added/bought more QQQI. | — | tweet ↗ |
| 2026-07-02 | UBER | @AdamoMancino | +0.15 | Says he went long CART yesterday and will not target DASH now. | — | tweet ↗ |
| 2026-07-02 | DASH | @AdamoMancino | -0.20 | Says he went long CART yesterday and will not target DASH now. | — | tweet ↗ |
| 2026-07-02 | CART | @AdamoMancino | +0.55 | Says he went long CART yesterday and will not target DASH now. | — | tweet ↗ |
| 2026-07-01 | NKE | @AdamoMancino | +0.15 | NKE Q4 FY26 earnings breakdown shows EPS beat but revenue down and segment weakness. | +2.4% | tweet ↗ |
| 2026-07-01 | CART | @AdamoMancino | +0.65 | Author says he bought CART back because he should not have sold it. | +2.1% | tweet ↗ |
| 2026-07-01 | QQQI | @AdamoMancino | +0.55 | Added bought more QQQI — Explicitly says added/bought more QQQI. | -1.5% | tweet ↗ |
| 2026-07-01 | CART | @AdamoMancino | +0.75 | Bought CART back; long CART — Explicit new long position in CART. | +2.1% | tweet ↗ |
| 2026-07-01 | KR | @AdamoMancino | -0.10 | Kroger's $1.65B Giant Eagle acquisition framed as negative for Instacart. | +3.5% | tweet ↗ |
| 2026-07-01 | CART | @AdamoMancino | -0.45 | Kroger's $1.65B Giant Eagle acquisition framed as negative for Instacart. | +2.1% | tweet ↗ |
| 2026-07-01 | KR | @AdamoMancino | -0.10 | Kroger's $1.65B Giant Eagle acquisition framed as negative for Instacart. | +3.5% | tweet ↗ |
| 2026-07-01 | CART | @AdamoMancino | -0.45 | Kroger's $1.65B Giant Eagle acquisition framed as negative for Instacart. | +2.1% | tweet ↗ |
| 2026-07-01 | KR | @AdamoMancino | +0.00 | Speculates issue may relate to KR acquisition but gives no clear stance. | +3.5% | tweet ↗ |
| 2026-07-01 | CART | @AdamoMancino | +0.55 | Probably gonna buy CART back — Forward-looking intent to buy CART back on drop. | +2.1% | 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.