Author

@carlquintanilla carlquintanilla

CNBC anchor amplifying attributed sell-side desk notes and macro charts

Curates and broadcasts the day's most notable sell-side rese

trader score
-1.52
hit rate
35%
mean α
-2.04%
signals 14d
59

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: 35% hit rate, -2.04% mean alpha, trader score -1.52. Their last-14d mentions, direction-adjusted, have moved +6.6% since posting (mean over 18 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16CRWV@carlquintanilla-0.65Reuters-cited warning calls CoreWeave a turning point for AI-boom credit pricing and availability.-11.7%
2026-10-16·@carlquintanilla·WSJ-cited view warns AI-related insurance claims may outpace available coverage.·
2026-10-16·@carlquintanilla·Cites a Senate candidate urging an immediate end to the US-Canada tariff war.·
2026-10-16CRWV@carlquintanilla-0.55Questions whether CoreWeave's pursuit of insurance capital signals exhaustion of debt and equity funding.-11.7%
2026-10-16·@carlquintanilla·Reports US benchmark hot-rolled coil prices rising 52% over the past year.·
2026-10-16AAPL@carlquintanilla-0.45Apple executive Ternus describes memory constraints as a crisis.+1.2%
2026-10-15·@carlquintanilla·JPM desk argues slower GDP growth will not cure inflation without a much larger equity decline.·
2026-10-15·@carlquintanilla·Reports September PPI at 6.3%, up from 5.6%, with a cited argument for an October rate hike.·
2026-10-15·@carlquintanilla·Warns synchronized PPI acceleration implies a clearly hot September core PCE print.·
2026-10-15CRWV@carlquintanilla-0.70Highlights CoreWeave's heavy capex, debt, interest burden and prolonged stock-and-bond decline.-22.2%
2026-10-15·@carlquintanilla·NYT-cited survey reports severe affordability struggles among nearly three-quarters of lower-income adults.·
2026-10-14CRWV@carlquintanilla-0.50Jefferies reports record put-option volume in CRWV.-17.6%
2026-10-14·@carlquintanilla·PIMCO says data-center politics are bad and worsening.·
2026-10-14·@carlquintanilla·Gartner predicts over 80% of neocloud providers will cease independent operations by 2030.·
2026-10-14QQQ@carlquintanilla-0.40BTIG argues falling rates may coincide with Nasdaq weakness rather than the usual bullish response.-3.4%

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.