Author
@eldaminato eldaminato
grade Bx.com/eldaminato ↗
Bilingual quality-growth investor blending megacap AI/tech with Argentine equity deep-dives
Posts long, valuation-driven bull theses on quality compound
trader score
-0.07
hit rate
50%
mean α
-0.03%
signals 14d
164
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, -0.03% mean alpha, trader score -0.07. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 103 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @eldaminato | · | States that surging interest rates are unhelpful. | · | tweet ↗ |
| 2026-08-28 | · | @eldaminato | · | Sarcastically claims all holdings were sold yesterday to await a crash. | · | tweet ↗ |
| 2026-08-28 | NVDA | @eldaminato | +0.75 | Argues NVDA's accelerating growth, margins and low forward multiples contradict bubble claims. | — | tweet ↗ |
| 2026-08-28 | AAPL | @eldaminato | +0.20 | Reports U.S. price increases for Apple TV and Apple One subscriptions. | — | tweet ↗ |
| 2026-08-28 | NVDA | @eldaminato | +0.15 | Discloses remaining long MU while citing recovery, tight memory supply and low forward multiples. | — | tweet ↗ |
| 2026-08-28 | DRAM | @eldaminato | +0.35 | Discloses remaining long MU while citing recovery, tight memory supply and low forward multiples. | · | tweet ↗ |
| 2026-08-28 | MU | @eldaminato | +0.75 | Discloses remaining long MU while citing recovery, tight memory supply and low forward multiples. | — | tweet ↗ |
| 2026-08-28 | NVDA | @eldaminato | +0.85 | Rejects the NVDA short thesis using growth, diversification, margins and valuation evidence. | — | tweet ↗ |
| 2026-08-28 | · | @eldaminato | · | Reports Argentina's central bank net purchases and reserve accumulation under the current government. | · | tweet ↗ |
| 2026-08-28 | · | @eldaminato | · | Reports the Argentine Cedear offering expanded by 18 new securities. | · | tweet ↗ |
| 2026-08-27 | NVDA | @eldaminato | +0.40 | BofA maintains Nvidia as a top pick with a $350 price target and higher forecasts. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @eldaminato | +0.45 | Recalls viewing Nvidia at $110 as an opportunity for patient investors. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @eldaminato | +0.40 | Morgan Stanley raises Nvidia's price target to $300 from $288 with higher forecasts. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @eldaminato | · | Explains how rates, growth and business prospects affect valuation beyond price comparisons. | · | tweet ↗ |
| 2026-08-27 | TSLA | @eldaminato | -0.35 | Tesla announces over $20B of 2026 capex, implying near-term pressure on free cash flow. | -1.7% | 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.