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
-0.32
hit rate
45%
mean α
-0.23%
signals 14d
28
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: 45% hit rate, -0.23% mean alpha, trader score -0.32. Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | ISRG | @AnalizyUSA | -0.40 | Reviews earnings-season portfolio leaders and laggards while awaiting IOT results. | — | tweet ↗ |
| 2026-08-28 | ABCL | @AnalizyUSA | +0.50 | Reviews earnings-season portfolio leaders and laggards while awaiting IOT results. | — | tweet ↗ |
| 2026-08-28 | IOT | @AnalizyUSA | +0.00 | Reviews earnings-season portfolio leaders and laggards while awaiting IOT results. | — | tweet ↗ |
| 2026-08-28 | GRAB | @AnalizyUSA | -0.40 | Reviews earnings-season portfolio leaders and laggards while awaiting IOT results. | — | tweet ↗ |
| 2026-08-28 | ZETA | @AnalizyUSA | +0.50 | Reviews earnings-season portfolio leaders and laggards while awaiting IOT results. | — | tweet ↗ |
| 2026-08-28 | S | @AnalizyUSA | +0.20 | Author says SentinelOne is held in their portfolio and links earnings commentary. | — | tweet ↗ |
| 2026-08-27 | DUOL | @AnalizyUSA | -0.20 | Author highlights short- and long-term risks overhanging Duolingo | +2.9% | tweet ↗ |
| 2026-08-21 | · | @AnalizyUSA | · | Argues modern data tools favor a trend back toward vertical integration over reliance on suppliers. | · | tweet ↗ |
| 2026-08-21 | TSLA | @AnalizyUSA | +0.35 | Defends Tesla's differentiated operating approach versus traditional automakers. | -3.9% | tweet ↗ |
| 2026-08-20 | · | @AnalizyUSA | · | Explains why P/S and P/E can be misleading for low-revenue, pre-profit and biotech firms | · | tweet ↗ |
| 2026-08-20 | ABCL | @AnalizyUSA | +0.40 | States a longstanding ABCL holding and positively introduces a detailed company discussion. | -1.9% | tweet ↗ |
| 2026-08-17 | SPGI | @AnalizyUSA | -0.20 | Discusses Kantesaria's major portfolio reductions and regulatory risks across a concentrated fund. | +7.9% | tweet ↗ |
| 2026-08-17 | FICO | @AnalizyUSA | -0.35 | Discusses Kantesaria's major portfolio reductions and regulatory risks across a concentrated fund. | +8.4% | tweet ↗ |
| 2026-08-17 | MA | @AnalizyUSA | -0.25 | Discusses Kantesaria's major portfolio reductions and regulatory risks across a concentrated fund. | +5.9% | tweet ↗ |
| 2026-08-17 | V | @AnalizyUSA | -0.35 | Discusses Kantesaria's major portfolio reductions and regulatory risks across a concentrated fund. | +6.3% | 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.