Author

@AustinsStocks AustinsStocks

Fundamentals-driven mega-cap AI and compounder bull who shows his math

Posts and debates long-term fundamental bull theses on mega-

trader score
-1.63
hit rate
40%
mean α
-0.93%
signals 14d
130

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: 40% hit rate, -0.93% mean alpha, trader score -1.63. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 100 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@AustinsStocks·Argues self-driving technology will become commoditized and fragmented.·
2026-10-15TSLA@AustinsStocks-0.55Characterizes online Tesla enthusiasm as a cult-like equity bubble.+2.7%
2026-10-15NET@AustinsStocks+0.15Uses listed companies' valuation multiples to argue private AI firms may sustain theirs.+3.0%
2026-10-15PANW@AustinsStocks+0.15Uses listed companies' valuation multiples to argue private AI firms may sustain theirs.+2.8%
2026-10-15SPCX@AustinsStocks+0.15Uses listed companies' valuation multiples to argue private AI firms may sustain theirs.·
2026-10-15TSLA@AustinsStocks+0.15Uses listed companies' valuation multiples to argue private AI firms may sustain theirs.+2.7%
2026-10-15CRWD@AustinsStocks+0.15Uses listed companies' valuation multiples to argue private AI firms may sustain theirs.+5.3%
2026-10-15·@AustinsStocks·Warns against buying equities based on flashy demonstrations.·
2026-10-15AMZN@AustinsStocks+0.45Praises Prime's low-cost sports programming as a high-value shopping-season addition.-2.7%
2026-10-15·@AustinsStocks·Rejects the thesis that only two companies can solve autonomous driving.·
2026-10-15SPY@AustinsStocks+0.10Notes SPY and QQQ remain within 1% and 3% of all-time highs.-1.5%
2026-10-15QQQ@AustinsStocks+0.05Notes SPY and QQQ remain within 1% and 3% of all-time highs.-3.2%
2026-10-15NVDA@AustinsStocks-0.10States Nvidia experienced drawdowns exceeding 50% three times.-2.9%
2026-10-15AMZN@AustinsStocks+0.65Highlights Amazon's immense logistics, labor, aviation, advertising and media moat.-2.7%
2026-10-15·@AustinsStocks·Reports mobility growth and operating leverage but omits the company's ticker or name.·

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.