@eldaminato eldaminato
Bilingual quality-growth investor blending megacap AI/tech with Argentine equity deep-dives
Posts long, valuation-driven bull theses on quality compound
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.
Across their last 20 scored bets: 60% hit rate, -0.78% mean alpha, trader score -0.92. Their last-14d mentions, direction-adjusted, have moved +0.6% since posting (mean over 147 mentions with price data).
Author is concentrated in long-term compounder ideas, especially MELI and TSLA, with a new explicit buy call on ACN after weakness. Distinctive read is LatAm fintech/e-commerce monetization and credit penetration, paired with skepticism that SPCX price action equals business progress. No clear position flip, but the window adds fresh ACN buying while SPCX commentary turns more valuation- and financing-sensitive.
Conviction is concentrated in MELI, TSLA, and a fresh ACN buy call, with VIST also disclosed as a held long. SPCX is the main two-sided area: he highlights momentum and possible index-buying support but repeatedly warns about FOMO, valuation, expensive puts, and refinancing risk. No clean flip is visible in the supplied signals; the clearest new action is adding ACN after the selloff.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | MU | @eldaminato | -0.50 | Says Burry confirmed on Substack he opened a Micron short after earlier fake-news debate. | — | tweet ↗ |
| 2026-07-03 | SOXX | @eldaminato | -0.45 | Reports Michael Burry confirmed new MU short, remains short SOXX, and has new NVDA short plus puts. | — | tweet ↗ |
| 2026-07-03 | NVDA | @eldaminato | -0.35 | Reports Michael Burry confirmed new MU short, remains short SOXX, and has new NVDA short plus puts. | — | tweet ↗ |
| 2026-07-03 | MU | @eldaminato | -0.55 | Reports Michael Burry confirmed new MU short, remains short SOXX, and has new NVDA short plus puts. | — | tweet ↗ |
| 2026-07-02 | TSLA | @eldaminato | +0.75 | Bullish Tesla thesis citing insider buy level, strong deliveries, likely Q2 beat and future products. | — | tweet ↗ |
| 2026-07-02 | TSLA | @eldaminato | +0.35 | Lists TSLA total returns over many periods and argues long holders rarely lost money except ATH buyers. | — | tweet ↗ |
| 2026-07-02 | SOXX | @eldaminato | -0.50 | Reports second consecutive semiconductor selloff, SOXX down nearly 7%, MU down 7% and 24% from ATH. | — | tweet ↗ |
| 2026-07-02 | MU | @eldaminato | -0.45 | Reports second consecutive semiconductor selloff, SOXX down nearly 7%, MU down 7% and 24% from ATH. | — | tweet ↗ |
| 2026-07-02 | PBR | @eldaminato | -0.35 | Lists oil stocks correcting roughly 23-27% from 52-week highs. | — | tweet ↗ |
| 2026-07-02 | GPRK | @eldaminato | -0.35 | Lists oil stocks correcting roughly 23-27% from 52-week highs. | · | tweet ↗ |
| 2026-07-02 | XOM | @eldaminato | -0.35 | Lists oil stocks correcting roughly 23-27% from 52-week highs. | — | tweet ↗ |
| 2026-07-02 | CVX | @eldaminato | -0.35 | Lists oil stocks correcting roughly 23-27% from 52-week highs. | — | tweet ↗ |
| 2026-07-02 | YPF | @eldaminato | -0.35 | Lists oil stocks correcting roughly 23-27% from 52-week highs. | — | tweet ↗ |
| 2026-07-02 | VIST | @eldaminato | -0.35 | Lists oil stocks correcting roughly 23-27% from 52-week highs. | — | tweet ↗ |
| 2026-07-02 | VIST | @eldaminato | +0.75 | Discloses continued VIST position and bullish valuation/buyback thesis after 25% correction. | — | 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.