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
+1.41
hit rate
60%
mean α
+0.72%
signals 14d
83
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, +0.72% mean alpha, trader score +1.41. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 80 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MU | @DividendTalks | -0.35 | Contrasts weekly AI-stock losses with gains in defensive and non-AI names. | -0.1% | tweet ↗ |
| 2026-10-16 | WMT | @DividendTalks | +0.30 | Contrasts weekly AI-stock losses with gains in defensive and non-AI names. | +0.9% | tweet ↗ |
| 2026-10-16 | AMD | @DividendTalks | -0.35 | Contrasts weekly AI-stock losses with gains in defensive and non-AI names. | -2.3% | tweet ↗ |
| 2026-10-16 | AVGO | @DividendTalks | -0.25 | Contrasts weekly AI-stock losses with gains in defensive and non-AI names. | -2.2% | tweet ↗ |
| 2026-10-16 | LLY | @DividendTalks | +0.30 | Contrasts weekly AI-stock losses with gains in defensive and non-AI names. | +1.3% | tweet ↗ |
| 2026-10-16 | NVDA | @DividendTalks | -0.20 | Contrasts weekly AI-stock losses with gains in defensive and non-AI names. | -1.5% | tweet ↗ |
| 2026-10-15 | MU | @DividendTalks | -0.35 | Lists large weekly losses across the AI supply chain while asking which offers value. | -5.8% | tweet ↗ |
| 2026-10-15 | ANET | @DividendTalks | -0.35 | Lists large weekly losses across the AI supply chain while asking which offers value. | -7.1% | tweet ↗ |
| 2026-10-15 | AMD | @DividendTalks | -0.30 | Lists large weekly losses across the AI supply chain while asking which offers value. | -8.1% | tweet ↗ |
| 2026-10-15 | LRCX | @DividendTalks | -0.40 | Lists large weekly losses across the AI supply chain while asking which offers value. | -17.1% | tweet ↗ |
| 2026-10-15 | AMAT | @DividendTalks | -0.40 | Lists large weekly losses across the AI supply chain while asking which offers value. | -12.3% | tweet ↗ |
| 2026-10-15 | NVDA | @DividendTalks | -0.20 | Lists large weekly losses across the AI supply chain while asking which offers value. | -2.9% | tweet ↗ |
| 2026-10-14 | WMT | @DividendTalks | +0.35 | Heatmap shows tech losses and defensive-stock gains, supporting diversification. | +3.2% | tweet ↗ |
| 2026-10-14 | AMD | @DividendTalks | -0.50 | Heatmap shows tech losses and defensive-stock gains, supporting diversification. | -9.5% | tweet ↗ |
| 2026-10-14 | AVGO | @DividendTalks | -0.40 | Heatmap shows tech losses and defensive-stock gains, supporting diversification. | -7.1% | 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.