@AustinsStocks AustinsStocks
Fundamentals-driven mega-cap AI and compounder bull who shows his math
Posts and debates long-term fundamental bull theses on mega-
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: 55% hit rate, +0.64% mean alpha, trader score +0.82. Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 42 mentions with price data).
AustinsStocks is concentrated on PLTR as a multi-year AI software winner, with an explicit add this week and repeated claims that the company anticipated human-augmentation AI. The distinctive read is relative: profitable, scaled platforms like AMZN and META deserve credit while SPCX, ADBE, and FIG look overvalued or competitively stale. Late-week activity centered on adding PLTR and reiterating bearish Adobe concerns around deceleration, leadership turnover, stale products, and competition.
The author’s highest-conviction disclosed action was adding PLTR on June 18, framed as a five-year AI software bet. Bearish attention clustered around ADBE and SPCX, while META and AMZN were used as profitable platform contrasts. Concentration risk is highest in PLTR within AI software and ADBE within the creative software bear thesis.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | PLTR | @AustinsStocks | +0.65 | Discloses 4x share count increase in 2026 mostly under $130, calling it an opportunity. | — | tweet ↗ |
| 2026-07-01 | UBER | @AustinsStocks | +0.55 | Says Waymo and Uber can both win. | +2.4% | tweet ↗ |
| 2026-07-01 | UBER | @AustinsStocks | +0.85 | Buying UBER aggressively as newest addition — Discloses UBER as newest addition and aggressive buying over last 2 weeks. | +2.4% | tweet ↗ |
| 2026-07-01 | META | @AustinsStocks | +0.10 | Discloses selling all META despite remaining mentally bullish. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @AustinsStocks | -0.25 | Questions why customers would buy compute from META. | -4.9% | tweet ↗ |
| 2026-06-30 | PLTR | @AustinsStocks | -0.20 | Argues FDEs are not distribution and cannot alone drive PLTR product traction. | +10.8% | tweet ↗ |
| 2026-06-29 | BTC | @AustinsStocks | -0.50 | Cites Charlie Munger's strongly negative descriptions of Bitcoin. | · | tweet ↗ |
| 2026-06-29 | BMNR | @AustinsStocks | -0.60 | Recaps BMNR being down 58% since prior tweet and 75% from retail buying zone. | +4.1% | tweet ↗ |
| 2026-06-29 | · | @AustinsStocks | · | Agrees with view that LLMs are a commodity. | · | tweet ↗ |
| 2026-06-29 | · | @AustinsStocks | · | Says data-driven stories are why they avoid healthcare insurance names. | · | tweet ↗ |
| 2026-06-26 | IREN | @AustinsStocks | -0.35 | Challenges contradictory claims about IREN demand and customer acquisition. | -17.8% | tweet ↗ |
| 2026-06-26 | PLTR | @AustinsStocks | +0.75 | Strong PLTR bull thesis citing moat, management, revenue growth, margins, TAM, and valuation. | +14.5% | tweet ↗ |
| 2026-06-26 | AAPL | @AustinsStocks | -0.45 | Sarcastic criticism of Apple innovation around a touchscreen laptop. | +8.8% | tweet ↗ |
| 2026-06-26 | PLTR | @AustinsStocks | +0.35 | Notes original PLTR bulls getting excited again. | +14.5% | tweet ↗ |
| 2026-06-26 | MSFT | @AustinsStocks | +0.45 | Would welcome chance to load up on MSFT at 10x forward earnings, though says unlikely. | +4.7% | 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.