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
-1.34
hit rate
25%
mean α
-0.55%
signals 14d
21
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: 25% hit rate, -0.55% mean alpha, trader score -1.34. Their last-14d mentions, direction-adjusted, have moved +2.6% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | META | @espabilaeinv | +0.15 | Spanish reply says Zuck is full of surprises, a mildly positive Meta/Zuckerberg remark. | — | tweet ↗ |
| 2026-07-02 | META | @espabilaeinv | +0.10 | Discusses Meta potentially selling excess compute and two interpretations of the strategy. | — | tweet ↗ |
| 2026-07-01 | MU | @espabilaeinv | +0.05 | Long valuation exercise for MU shows wide 2030 scenarios and says qualitative work is needed. | -5.5% | tweet ↗ |
| 2026-06-30 | · | @espabilaeinv | · | Bullish general view that AI capex investment is necessary. | · | tweet ↗ |
| 2026-06-30 | META | @espabilaeinv | +0.55 | Bullish on Meta Glasses as AI communication hardware that could reduce external hardware dependence. | +3.5% | tweet ↗ |
| 2026-06-28 | META | @espabilaeinv | +0.20 | Threads has 500 million monthly active users. | +5.9% | tweet ↗ |
| 2026-06-27 | NVDA | @espabilaeinv | +0.70 | Valuation exercise projects NVDA above current price even in worst 2030 scenario. | +1.2% | tweet ↗ |
| 2026-06-25 | RMS | @espabilaeinv | +0.20 | Says it is hard to lose money with META over coming years and references RMS valuation analysis. | · | tweet ↗ |
| 2026-06-25 | META | @espabilaeinv | +0.40 | Says it is hard to lose money with META over coming years and references RMS valuation analysis. | +7.4% | tweet ↗ |
| 2026-06-24 | · | @espabilaeinv | · | Spanish qualitative conclusion says Hermes is high quality with slight profitability deterioration to monitor. | · | tweet ↗ |
| 2026-06-24 | · | @espabilaeinv | · | Mentions estimating Hermes target price from analyst estimates but gives no explicit ticker value. | · | tweet ↗ |
| 2026-06-24 | · | @espabilaeinv | · | Quantitative profitability metrics for Hermes include ROIC, ROE, and ROA levels. | · | tweet ↗ |
| 2026-06-24 | · | @espabilaeinv | · | Discusses Hermes sales, per-share sales, EPS growth, and share count stability. | · | tweet ↗ |
| 2026-06-24 | · | @espabilaeinv | · | Hermes margin expansion over a decade is framed as a sign of quality. | · | tweet ↗ |
| 2026-06-24 | · | @espabilaeinv | · | Analyzes Hermes balance sheet with net debt/EBITDA, current ratio, and over 12B cash. | · | 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.