Author
@espabilaeinv espabilaeinv
grade Bx.com/espabilaeinv ↗
Spanish quality-growth investor making reasoned fundamental cases for mega-cap AI compounders
Publishes fundamental, valuation-driven long theses on a con
trader score
-1.27
hit rate
35%
mean α
-0.68%
signals 14d
33
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: 35% hit rate, -0.68% mean alpha, trader score -1.27. Their last-14d mentions, direction-adjusted, have moved -5.0% since posting (mean over 32 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ASML | @espabilaeinv | +0.45 | ASML management says planned 2027-28 capacity will not satisfy demand and reports a 57.5% Q3 gross margin. | -4.2% | tweet ↗ |
| 2026-10-15 | AMZN | @espabilaeinv | +0.70 | Praises AWS revenue and EBIT growth rates ahead of Amazon earnings. | -2.7% | tweet ↗ |
| 2026-10-14 | UNH | @espabilaeinv | +0.45 | Values UNH at $454 for 2027 using analyst EPS estimates and a 20x earnings multiple. | +5.7% | tweet ↗ |
| 2026-10-13 | META | @espabilaeinv | -0.30 | Argues META remains unattractive for dividend income even after a price decline. | -15.7% | tweet ↗ |
| 2026-10-13 | UNH | @espabilaeinv | +0.62 | Claims UNH has reached a bullish inflection point, with supporting detail residing off-platform. | +10.7% | tweet ↗ |
| 2026-10-13 | UNH | @espabilaeinv | +0.55 | Pushes back on the market's prior pessimism toward UnitedHealth. | +10.7% | tweet ↗ |
| 2026-10-12 | META | @espabilaeinv | +0.85 | Long META. — Explicitly declares a long META call. | -13.5% | tweet ↗ |
| 2026-10-12 | GOOG | @espabilaeinv | +0.80 | Argues Alphabet should not be fully sold, citing its moat, growth, AI integration, management and financial strength. | -9.1% | tweet ↗ |
| 2026-10-12 | GOOGL | @espabilaeinv | +0.80 | Argues Alphabet should not be fully sold, citing its moat, growth, AI integration, management and financial strength. | -9.2% | tweet ↗ |
| 2026-10-12 | GOOGL | @espabilaeinv | +0.65 | Argues the thesis that AI would destroy Google's business proved to be short-term noise. | -9.2% | tweet ↗ |
| 2026-10-11 | AMZN | @espabilaeinv | +0.10 | Lists five-year share-price gains for major technology companies. | -5.5% | tweet ↗ |
| 2026-10-11 | GOOGL | @espabilaeinv | +0.20 | Lists five-year share-price gains for major technology companies. | -8.9% | tweet ↗ |
| 2026-10-11 | MSFT | @espabilaeinv | +0.10 | Lists five-year share-price gains for major technology companies. | -2.0% | tweet ↗ |
| 2026-10-11 | META | @espabilaeinv | +0.20 | Lists five-year share-price gains for major technology companies. | -10.6% | tweet ↗ |
| 2026-10-11 | NVDA | @espabilaeinv | +0.35 | Lists five-year share-price gains for major technology companies. | -8.0% | 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.