Author
@DividendTalks DividendTalks
grade Cx.com/DividendTalks ↗
Mega-cap quality-compounder curator pitching valuation-gap buys with disclosed positions
Compiles tickered valuation and screen data (Mag-7 multiples
trader score
+1.14
hit rate
50%
mean α
+0.33%
signals 14d
65
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: 50% hit rate, +0.33% mean alpha, trader score +1.14. Their last-14d mentions, direction-adjusted, have moved +3.3% since posting (mean over 62 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | META | @DividendTalks | +0.65 | Bloomberg reported Meta plans to sell excess AI compute through cloud business; author sees valuation rethink. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @DividendTalks | +0.75 | Calls META one of best businesses with wide moat, cheap at around 16x forward earnings after selloff. | -4.9% | tweet ↗ |
| 2026-06-30 | NVDA | @DividendTalks | -0.40 | Reports Burry disclosed bearish bets against NVDA, TSLA, CAT, and AMAT. | -2.6% | tweet ↗ |
| 2026-06-30 | CAT | @DividendTalks | -0.40 | Reports Burry disclosed bearish bets against NVDA, TSLA, CAT, and AMAT. | -9.5% | tweet ↗ |
| 2026-06-30 | AMAT | @DividendTalks | -0.40 | Reports Burry disclosed bearish bets against NVDA, TSLA, CAT, and AMAT. | -16.6% | tweet ↗ |
| 2026-06-30 | TSLA | @DividendTalks | -0.40 | Reports Burry disclosed bearish bets against NVDA, TSLA, CAT, and AMAT. | -6.5% | tweet ↗ |
| 2026-06-30 | NFLX | @DividendTalks | +0.55 | DCF says NFLX fair value is around $118 versus low $70s after 40% drawdown. | +8.8% | tweet ↗ |
| 2026-06-30 | NVDA | @DividendTalks | +0.20 | Lists Big Tech cash balances despite heavy AI spending. | -2.6% | tweet ↗ |
| 2026-06-30 | META | @DividendTalks | +0.20 | Lists Big Tech cash balances despite heavy AI spending. | +3.5% | tweet ↗ |
| 2026-06-30 | AMZN | @DividendTalks | +0.20 | Lists Big Tech cash balances despite heavy AI spending. | +1.8% | tweet ↗ |
| 2026-06-30 | AAPL | @DividendTalks | +0.20 | Lists Big Tech cash balances despite heavy AI spending. | +6.7% | tweet ↗ |
| 2026-06-30 | GOOGL | @DividendTalks | +0.20 | Lists Big Tech cash balances despite heavy AI spending. | +0.7% | tweet ↗ |
| 2026-06-30 | MSFT | @DividendTalks | +0.20 | Lists Big Tech cash balances despite heavy AI spending. | +4.7% | tweet ↗ |
| 2026-06-30 | NFLX | @DividendTalks | -0.20 | Describes June as rotation with Big Tech hit hard while other sectors hold up. | +8.8% | tweet ↗ |
| 2026-06-30 | META | @DividendTalks | -0.15 | Describes June as rotation with Big Tech hit hard while other sectors hold up. | +3.5% | 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.