Author
@AnalizyUSA AnalizyUSA
grade Bx.com/AnalizyUSA ↗
Polish fundamental analyst dissecting mega-cap AI and SaaS with balanced peer frameworks
Writes long-form, position-disclosed fundamental analysis co
trader score
-1.26
hit rate
35%
mean α
-0.79%
signals 14d
12
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: 35% hit rate, -0.79% mean alpha, trader score -1.26. Their last-14d mentions, direction-adjusted, have moved +7.0% since posting (mean over 7 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | META | @AnalizyUSA | +0.25 | Says past Zuckerberg strategy shifts were received positively by market. | — | tweet ↗ |
| 2026-07-01 | META | @AnalizyUSA | +0.30 | Discusses Meta selling surplus compute and possible future sale to Google. | -4.9% | tweet ↗ |
| 2026-07-01 | GOOGL | @AnalizyUSA | +0.00 | Discusses Meta selling surplus compute and possible future sale to Google. | -0.4% | tweet ↗ |
| 2026-07-01 | MSFT | @AnalizyUSA | +0.00 | Discusses Meta selling surplus compute and possible future sale to Google. | +1.6% | tweet ↗ |
| 2026-06-29 | PATH | @AnalizyUSA | +0.15 | Discusses UiPath bear theses and SaaS narrative as a deeper framework. | +9.6% | tweet ↗ |
| 2026-06-28 | · | @AnalizyUSA | · | Broad view that ticker price action dominates retail/influencer narratives. | · | tweet ↗ |
| 2026-06-27 | · | @AnalizyUSA | · | Says wanted to add at $27-28 and current allocation is 5%, but ticker is not identifiable. | · | tweet ↗ |
| 2026-06-27 | IOT | @AnalizyUSA | +0.35 | Discusses Samsara Investor Day/Beyond 2026 and new Tracking Label product. | +15.4% | tweet ↗ |
| 2026-06-25 | · | @AnalizyUSA | · | Says he would worry less about the broad market. | · | tweet ↗ |
| 2026-06-25 | MU | @AnalizyUSA | -0.25 | Memory sentiment may reverse when hyperscalers cool capex; current results/guidance lag. | -19.6% | tweet ↗ |
| 2026-06-24 | CBRS | @AnalizyUSA | -0.25 | Polish analysis says Cerebras is interesting but too new, volatile and dependent on OpenAI orders. | · | tweet ↗ |
| 2026-06-22 | PLTR | @AnalizyUSA | +0.25 | Says Polish healthcare needs Palantir to categorize basic data and find savings. | +8.2% | 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.