@ariaradnia ariaradnia

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.

This author is selectively long quality/asset-moat and growth names, with explicit disclosed exposure to ASML and APP, while cutting ADBE after a large loss. The distinctive read is mixed within software: CRM is defended against disruption, ADBE is treated as impaired or at least highly contested, and WIX/DDOG are screened as valuation or reacceleration opportunities. Late-window attention shifted toward consumer/luxury damage and small-cap revenue growth setups, while ASML remained the clearest held conviction.

Conviction is concentrated in ASML as a held long, APP as a disclosed 4% position, and selective software/growth screens such as CRM, WIX, DDOG, and SNDK. The clearest negative action is the ADBE exit at a large loss, while bearish attention also sits on TSLA valuation, LVMH growth deceleration, Nike’s long-term underperformance, and SpaceX/SPCX valuation comparisons. M&A news was a major early-week focus, especially FOX/ROKU and CRM AI deal activity, but most of that reads as tape commentary rather than direct trading action.

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.