@DimitryNakhla DimitryNakhla

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

Author is mainly leaning long high-quality compounders at reasonable multiples, with MELI, NFLX, NVDA, SPGI, ASML, DLO, and SAF.PA recurring across the window. Distinctive read is that weak price action in exceptional businesses creates accumulation opportunities, while AI concerns may understate benefits for incumbents like SPGI and leaders like NVDA. No explicit position adds, trims, exits, or directional trade calls appeared in the supplied signals.

No explicit CALL_DIRECTIONAL or POSITION_DISCLOSURE signals were supplied, so there is no concrete evidence of adds, trims, exits, or a flipped position. Conviction is concentrated in quality compounders and AI infrastructure, especially MELI, NFLX, NVDA, ASML, SPGI, and DLO, with MELI and NVDA carrying the clearest concentration flags. The only clearly bearish single-name stance is skepticism toward ADBE, where cheap valuation alone is framed as insufficient.

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.