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
+1.22
hit rate
80%
mean α
+2.47%
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 5 scored bets: 80% hit rate, +2.47% mean alpha, trader score +1.22. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 6 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | PLTR | @BleedingEdgeAM | +0.50 | Bullish framing on proprietary data and context tied to PLTR. | +2.8% | tweet ↗ |
| 2026-07-01 | GOOG | @BleedingEdgeAM | +0.25 | AI orchestration/platform thesis references Bedrock, Foundry and Vertex. | -0.5% | tweet ↗ |
| 2026-07-01 | AMZN | @BleedingEdgeAM | +0.25 | AI orchestration/platform thesis references Bedrock, Foundry and Vertex. | +0.4% | tweet ↗ |
| 2026-07-01 | MSFT | @BleedingEdgeAM | +0.25 | AI orchestration/platform thesis references Bedrock, Foundry and Vertex. | +1.6% | tweet ↗ |
| 2026-06-30 | · | @BleedingEdgeAM | · | Warns a 30% pullback in Australian housing would be severe systemically. | · | tweet ↗ |
| 2026-06-25 | · | @BleedingEdgeAM | · | Criticizes Australian tax hikes and productivity drag during per-capita recession. | · | tweet ↗ |
| 2026-06-25 | AAPL | @BleedingEdgeAM | +0.10 | Reports Apple hiked prices across products, with retailers not yet synced. | +12.2% | tweet ↗ |
| 2026-06-24 | TSLA | @BleedingEdgeAM | -0.10 | Says Tesla V13 driver assist is good but guesses v14 speed profiles may be a step backward. | +4.8% | tweet ↗ |
| 2026-06-24 | · | @BleedingEdgeAM | · | Warns property at 13x income looks like a bubble with possible flow-on effects. | · | 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.