Author
@ariaradnia ariaradnia
grade Bx.com/ariaradnia ↗
High-conviction long-only growth investor dissecting ad-tech and SaaS compounder flywheels
Posts bottom-up fundamental theses and real-time portfolio m
trader score
+3.91
hit rate
85%
mean α
+1.32%
signals 14d
113
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: 85% hit rate, +1.32% mean alpha, trader score +3.91. Their last-14d mentions, direction-adjusted, have moved +2.2% since posting (mean over 99 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRM | @ariaradnia | +0.65 | Argues Salesforce was never threatened by AI disruption, while allowing risk in less critical software. | — | tweet ↗ |
| 2026-08-28 | CRM | @ariaradnia | -0.20 | Finds CRM earnings underwhelming apart from exceptional Slack strength. | — | tweet ↗ |
| 2026-08-27 | PYPL | @ariaradnia | -0.65 | Reports Stripe withdrew its $60.50-per-share PayPal acquisition bid, sending shares down 13%. | -12.7% | tweet ↗ |
| 2026-08-27 | UBER | @ariaradnia | +0.75 | Discloses an UBER investment and a bullish thesis centered on moat, financials, and management. | +2.4% | tweet ↗ |
| 2026-08-27 | CRM | @ariaradnia | +0.25 | Notes CRM's buyback yield surged and repurchased shares became profitable within 90 days. | +1.6% | tweet ↗ |
| 2026-08-27 | NKE | @ariaradnia | -0.25 | Tweet points to Nike's long-term shareholder performance over 13 years, with the result dependent on media. | +3.0% | tweet ↗ |
| 2026-08-27 | ADBE | @ariaradnia | +0.55 | Author says ADBE could double to about $575 if its FCF multiple returns to its four-year average. | +0.8% | tweet ↗ |
| 2026-08-27 | ADBE | @ariaradnia | +0.60 | Author remains long ADBE through a 40% drawdown because fundamentals remain intact. | +0.8% | tweet ↗ |
| 2026-08-27 | TEAM | @ariaradnia | +0.65 | Atlassian is reported up 220% in 140 days after being viewed as highly AI-threatened. | +2.6% | tweet ↗ |
| 2026-08-27 | ZETA | @ariaradnia | +0.35 | Author expresses approval of ZETA's move shown in linked media. | +1.1% | tweet ↗ |
| 2026-08-27 | ADBE | @ariaradnia | +0.35 | Author acknowledges ADBE was a difficult, risky purchase, with context dependent on linked media. | +0.8% | tweet ↗ |
| 2026-08-27 | ADBE | @ariaradnia | +0.65 | Author sarcastically rejects the dying-stock narrative after ADBE rose 42% since earnings. | +0.8% | tweet ↗ |
| 2026-08-25 | INTU | @ariaradnia | +0.50 | Clarifies that INTU guided GAAP EBIT and EPS growth to 20%, calling it very solid. | +0.2% | tweet ↗ |
| 2026-08-25 | INTU | @ariaradnia | -0.60 | Reports an INTU EPS guide of $2.46 versus $4.04 consensus. | +0.2% | tweet ↗ |
| 2026-08-25 | GOOGL | @ariaradnia | +0.10 | States that Fiscal has partnered with Google. | -0.1% | 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.