Author
@BleedingEdgeAM BleedingEdgeAM
grade Ax.com/BleedingEdgeAM ↗
Rigorous SaaS analyst and AU/NZ housing-policy bear who reasons from numbers
Posts original fundamental analysis of software/SaaS names a
trader score
+2.56
hit rate
74%
mean α
+1.40%
signals 14d
9
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 19 scored bets: 74% hit rate, +1.40% mean alpha, trader score +2.56. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 4 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @BleedingEdgeAM | · | Expects the RBA to avoid the proposed action due to recession risk. | · | tweet ↗ |
| 2026-08-26 | · | @BleedingEdgeAM | · | Argues Australian fiscal and monetary policy are both worsening inflation. | · | tweet ↗ |
| 2026-08-25 | · | @BleedingEdgeAM | · | Suggests trimmed-mean inflation remains sticky despite the treasurer's claim that inflation is falling. | · | tweet ↗ |
| 2026-08-21 | · | @BleedingEdgeAM | · | Sarcastic criticism implies concern that government policy is worsening public debt. | · | tweet ↗ |
| 2026-08-21 | · | @BleedingEdgeAM | · | Author attributes housing strength to supply constraints, population growth and lower-for-longer RBA policy. | · | tweet ↗ |
| 2026-08-20 | TSLA | @BleedingEdgeAM | +0.15 | Reports generally satisfactory personal FSD behavior aside from one braking incident. | +1.0% | tweet ↗ |
| 2026-08-19 | GOOG | @BleedingEdgeAM | +0.25 | Argues Marvell's Google deal complements Broadcom and expands attach-silicon opportunity through 2033. | +0.3% | tweet ↗ |
| 2026-08-19 | MRVL | @BleedingEdgeAM | +0.55 | Argues Marvell's Google deal complements Broadcom and expands attach-silicon opportunity through 2033. | -8.7% | tweet ↗ |
| 2026-08-19 | AVGO | @BleedingEdgeAM | +0.20 | Argues Marvell's Google deal complements Broadcom and expands attach-silicon opportunity through 2033. | +1.7% | 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.