Author

@commonsenseplay commonsenseplay

grade Cx.com/commonsenseplay ↗

Transparent retail special-situations trader: long DND buyout, short quantum meme stocks

Posts real-money tickered trade alerts with sizes, entry pri

trader score
-0.19
hit rate
60%
mean α
-0.09%
signals 14d
144

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: 60% hit rate, -0.09% mean alpha, trader score -0.19. Their last-14d mentions, direction-adjusted, have moved +2.5% since posting (mean over 85 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28IREN@commonsenseplay-0.30Strongly criticizes an all-in SQQQ position because daily reset and decay can erode returns.—
2026-08-28SQQQ@commonsenseplay-0.75Strongly criticizes an all-in SQQQ position because daily reset and decay can erode returns.—
2026-08-28FIG@commonsenseplay-0.30Strongly criticizes an all-in SQQQ position because daily reset and decay can erode returns.·
2026-08-28SRPT@commonsenseplay+0.85Reiterates a $50 SRPT target and sees $75+ if the siRNA pipeline succeeds.·
2026-08-28IONQ@commonsenseplay-0.75Celebrates prior IONQ shorts profiting as the stock fell below $40.—
2026-08-27PYPL@commonsenseplay-0.35Reports Advent ended its PYPL pursuit and argues DND.TO is a bargain after its prior $25 bid rejection.-12.7%
2026-08-27DND.TO@commonsenseplay+0.45Reports Advent ended its PYPL pursuit and argues DND.TO is a bargain after its prior $25 bid rejection.·
2026-08-27PATH@commonsenseplay+0.55Recaps PATH as a prior stock pick after it rose 9.4% today.-1.0%
2026-08-27SAP@commonsenseplay+0.60The author argues AI will create a major SaaS growth cycle, citing sharp gains and operating leverage.+0.2%
2026-08-27ADBE@commonsenseplay+0.60The author argues AI will create a major SaaS growth cycle, citing sharp gains and operating leverage.+0.8%
2026-08-27ACN@commonsenseplay+0.65The author argues AI will create a major SaaS growth cycle, citing sharp gains and operating leverage.+1.2%
2026-08-27NOW@commonsenseplay+0.75The author argues AI will create a major SaaS growth cycle, citing sharp gains and operating leverage.+4.5%
2026-08-27CRM@commonsenseplay+0.75The author argues AI will create a major SaaS growth cycle, citing sharp gains and operating leverage.+1.6%
2026-08-27FTNT@commonsenseplay+0.65The author argues AI will create a major SaaS growth cycle, citing sharp gains and operating leverage.-3.9%
2026-08-27TLT@commonsenseplay+0.90The author is buying as much TLT and TLTW as possible for falling long-term yields. — The author explicitly buys TLT and TLTW based on an expectation that cooling inflation will lower bond yields.-0.3%

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.